Columbia Banking SystemCOLB
13F holders, Q2 2026 (June 30)555holders +27
77new positions
46sold out
7famous investors
$32.05avg. 13F price*
At the end of Q2 2026, 555 institutions reported holding Columbia Banking System Inc. (COLB) in their 13F filings, up 27 from Q1 2026. 77 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($880.4M), T. Rowe Price Investment Management, Inc. ($501.1M) and Dimensional Fund Advisors LP ($445.7M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Columbia Banking System Inc.
- CUSIP
- 197236102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $115.8M |
| Exits | 46 | $171.4M |
All 13F filers, Q1 2026 → Q2 2026: 18,532,239 shares bought and 28,930,183 shares sold, net −10,397,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 555 holders
| BlackRock, Inc. | 0.01% | Add +1.5% | 27,470,920 | $880.4M |
| T. Rowe Price Investment Management, Inc. | 0.33% | Reduce -1.8% | 15,633,948 | $501.1M |
| Dimensional Fund Advisors LP | 0.08% | Add +2.6% | 13,906,292 | $445.7M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -4.6% | 13,678,183 | $438.4M |
| Vanguard Capital Management LLC | 0.01% | Reduce -1.1% | 13,072,525 | $419.0M |
| State Street Corp. | 0.01% | Add +1.8% | 12,694,096 | $406.8M |
| Wellington Management Group LLP | 0.06% | Reduce -21.8% | 11,686,430 | $374.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.6% | 11,025,378 | $353.4M |
| T. Rowe Price Associates Inc. | 0.03% | Add +10.1% | 9,879,006 | $316.6M |
| American Century Companies Inc. | 0.11% | Reduce -18.8% | 7,903,579 | $253.3M |
| Franklin Resources Inc. | 0.04% | Reduce -1.4% | 6,101,719 | $195.6M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -1.1% | 5,958,440 | $193.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.2% | 5,795,510 | $185.8M |
| HoldCo Asset Management, LP | 11.77% | No change | 5,722,786 | $183.4M |
| Invesco Ltd. | 0.01% | Add +14.4% | 4,686,223 | $150.2M |
| Silvercrest Asset Management Group LLC | 0.84% | Reduce -3.4% | 4,005,647 | $128.4M |
| Morgan Stanley | 0.01% | Reduce -22.1% | 3,816,175 | $122.3M |
| Nomura Asset Management International Inc. | 0.18% | Reduce -2.4% | 3,807,940 | $122.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -49.1% | 3,771,212 | $120.9M |
| Mackenzie Financial Corp. | 0.10% | Add +179.9% | 3,176,857 | $101.8M |
| Epoch Investment Partners, Inc. | 0.57% | Add +24.2% | 3,143,704 | $100.8M |
| Norges Bank | 0.01% | — | 2,966,686 | $95.1M |
| UBS Group AG | 0.01% | Reduce -25.2% | 2,636,227 | $84.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 2,611,337 | $83.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +91.5% | 2,571,314 | $82.4M |
| Fisher Asset Management | 0.02% | Add +6.9% | 2,481,754 | $79.5M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +3.8% | 2,149,943 | $68.9M |
| Pzena Investment Management LLC | 0.20% | Add +4.7% | 2,129,322 | $68.2M |
| First Trust Advisors LP | 0.04% | Add +64.5% | 1,978,842 | $63.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -0.3% | 1,831,172 | $58.7M |
| Vaughan Nelson Investment Management, L.P. | 0.49% | Add +39.0% | 1,713,172 | $54.9M |
| Cooke & Bieler LP | 0.56% | Reduce -30.3% | 1,500,913 | $48.1M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 1,407,290 | $45.1M |
| Quantinno Capital Management LP | 0.05% | Add +24.1% | 1,323,768 | $42.4M |
| Systematic Financial Management LP | 0.82% | Reduce -3.9% | 1,289,296 | $41.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -0.6% | 1,171,343 | $37.5M |
| JPMorgan Chase & Co. | 0.00% | Add +34.1% | 1,111,048 | $36.0M |
| Stieven Capital Advisors, L.P. | 6.56% | Reduce -9.6% | 1,071,732 | $34.3M |
| Azora Capital LP | 1.39% | New | 1,028,488 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +27.7% | 1,012,894 | $32.5M |
| LSV Asset Management | 0.06% | No change | 980,784 | $31.4M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -28.6% | 913,570 | $29.3M |
| D. E. Shaw & Co. | 0.02% | New | 897,711 | $28.8M |
| Easterly Investment Partners LLC | 1.44% | Add +21.9% | 884,032 | $28.3M |
| Leeward Investments, LLC - MA | 1.26% | Reduce -2.2% | 861,441 | $27.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.8% | 842,527 | $27.0M |
| TD Asset Management Inc | 0.02% | Add +74.3% | 832,559 | $26.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.9% | 828,827 | $26.6M |
| Interval Partners, LP | 0.81% | Add +117.6% | 782,925 | $25.1M |
| Jane Street Group, LLC | 0.02% | Add +430.9% | 772,641 | $24.8M |
| Snyder Capital Management L P | 0.43% | Add +20.8% | 768,126 | $24.6M |
| Nuveen, LLC | 0.01% | Reduce -7.8% | 752,591 | $24.1M |
| Rhumbline Advisers | 0.02% | Reduce -2.2% | 751,314 | $24.1M |
| Rhino Investment Partners, Inc | 7.26% | Add +212.1% | 748,420 | $24.0M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 745,368 | $23.9M |
| Jain Global LLC | 0.30% | Add +373.9% | 741,638 | $23.8M |
| Segall Bryant & Hamill, LLC | 0.27% | Reduce -14.4% | 712,060 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.1% | 696,988 | $22.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 657,256 | $21.1M |
| Sei Investments Co. | 0.02% | Reduce -11.7% | 633,781 | $20.3M |
| Lighthouse Investment Partners, LLC | 0.63% | Reduce -37.2% | 631,221 | $20.2M |
| Stifel Financial Corp. | 0.02% | Add +5.6% | 621,452 | $19.9M |
| Boston Partners | 0.02% | Reduce -44.7% | 603,696 | $19.4M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 581,893 | $18.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -54.8% | 577,525 | $18.5M |
| Lone Peak Global Investors LLC | 2.51% | Add +5.9% | 569,183 | $18.2M |
| Nordea Investment Management AB | 0.01% | Reduce -0.6% | 496,928 | $15.9M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 486,054 | $15.6M |
| California Public Employees Retirement System | 0.01% | Reduce -9.2% | 477,743 | $15.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -2.5% | 467,363 | $15.0M |
| Bridgewater Associates | 0.06% | Add +16.6% | 466,337 | $14.9M |
| Palisade Capital Management, LP | 0.71% | Reduce -53.8% | 457,050 | $14.6M |
| Clearbridge Investments, LLC | 0.01% | Add +0.2% | 433,243 | $13.9M |
| Aristotle Capital Boston, LLC | 0.90% | Reduce -16.6% | 420,721 | $13.5M |
| State of Wisconsin Investment Board | 0.03% | Add +6.8% | 417,635 | $13.4M |
| Barclays PLC | 0.00% | Reduce -19.1% | 416,542 | $13.4M |
| Ceredex Value Advisors LLC | 0.37% | Reduce -20.1% | 413,000 | $13.2M |
| Legal & General Group Plc | 0.00% | Add +4.2% | 407,151 | $13.0M |
| Maltese Capital Management LLC | 2.30% | Add +13.1% | 387,000 | $12.4M |
| Natixis Advisors, LLC | 0.01% | Add +34.0% | 385,139 | $12.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +68.0% | 384,600 | $12.3M |
| Renaissance Technologies | 0.02% | Add +172.0% | 384,544 | $12.3M |
| BW Gestao de Investimentos Ltda. | 0.29% | Reduce -5.0% | 379,933 | $12.2M |
| Phocas Financial Corp. | 1.57% | Reduce -5.1% | 353,629 | $11.3M |
| XTX Topco Ltd | 0.15% | Add +738.6% | 350,389 | $11.2M |
| Carlson Capital, L.P. | 2.30% | Add +422.5% | 347,529 | $11.1M |
| Channing Capital Management, LLC | 0.25% | Reduce -89.3% | 344,762 | $11.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.9% | 392,715 | $10.8M |
| California State Teachers Retirement System | 0.01% | Reduce -6.5% | 335,847 | $10.8M |
| Creative Planning | 0.01% | Add +25.4% | 333,801 | $10.7M |
| Gilman Hill Asset Management, LLC | 1.44% | Add +1.4% | 324,479 | $10.4M |
| Ieq Capital, LLC | 0.05% | Reduce -26.7% | 320,277 | $10.3M |
| Huntington National Bank | 0.06% | Reduce -5.0% | 312,065 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Add +0.6% | 311,926 | $10.0M |
| ZWJ Investment Counsel Inc. | 0.32% | Add +8.2% | 311,681 | $10.0M |
| Gabelli Funds LLC | 0.06% | Add +7.9% | 310,018 | $9.9M |
| Brevan Howard Capital Management LP | 0.15% | Reduce -34.2% | 308,212 | $9.9M |
| Susquehanna Fundamental Investments, LLC | 0.18% | Add +1039.6% | 303,329 | $9.7M |
| Retirement Systems of Alabama | 0.03% | Reduce -17.3% | 299,414 | $9.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +4.6% | 278,682 | $8.9M |
| Moody Aldrich Partners LLC | 1.50% | Reduce -20.2% | 261,163 | $8.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.0% | 241,911 | $7.8M |
| Algebris (uk) Ltd. | 0.50% | Reduce -72.9% | 234,605 | $7.5M |
| AQR Capital Management | 0.00% | Reduce -71.4% | 232,377 | $7.4M |
| Walleye Capital LLC | 0.04% | Add +1015.7% | 227,955 | $7.3M |
| Hunter Perkins Capital Management, LLC | 1.63% | Add +0.1% | 227,116 | $7.3M |
| Tudor Investment Corporation | 0.03% | New | 224,635 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 210,784 | $6.8M |
| Allworth Financial LP | 0.03% | Reduce -1.6% | 204,688 | $6.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.3% | 201,911 | $6.5M |
| Peregrine Capital Management LLC | 0.20% | Reduce -7.8% | 190,907 | $6.1M |
| Cinctive Capital Management LP | 0.24% | Reduce -19.1% | 187,975 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.5% | 180,959 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -17.8% | 179,591 | $5.8M |
| Highland Capital Management, LLC | 0.26% | Reduce -2.4% | 178,705 | $5.7M |
| Kennedy Capital Management LLC | 0.10% | Reduce -1.6% | 170,074 | $5.5M |
| LPL Financial LLC | 0.00% | Add +9.2% | 166,527 | $5.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | New | 157,722 | $5.1M |
| Siena Capital Partners GP, LLC | 1.21% | No change | 156,302 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +104.6% | 155,224 | $5.0M |
| Campbell & CO Investment Adviser LLC | 0.26% | New | 155,059 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.4% | 154,182 | $4.9M |
| Capital Advisors Wealth Management, LLC | 0.58% | Add +7.7% | 153,275 | $4.9M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.8% | 150,829 | $4.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.5% | 149,844 | $4.8M |
| TD Private Client Wealth LLC | 0.09% | Add +7.8% | 149,708 | $4.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.5% | 145,884 | $4.7M |
| Sterling Capital Management LLC | 0.08% | Reduce -4.8% | 145,628 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.3% | 144,611 | $4.6M |
| Expect Equity LLC | 2.95% | No change | 143,065 | $4.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.1% | 139,361 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +3.8% | 132,691 | $4.3M |
| Boothbay Fund Management, LLC | 0.08% | Reduce -54.4% | 132,244 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -4.6% | 128,078 | $4.1M |
| Jupiter Topco LLC | 0.00% | — | 124,301 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.9% | 122,784 | $3.9M |
| Handelsbanken Fonder AB | 0.01% | Add +28.4% | 122,399 | $3.9M |
| Picton Mahoney Asset Management | 0.04% | Add +328.9% | 121,145 | $3.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 119,671 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +799.8% | 116,681 | $3.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -33.3% | 116,655 | $3.7M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -1.6% | 113,985 | $3.7M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -3.5% | 113,389 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 112,311 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.7% | 111,060 | $3.6M |
| Inspire Advisors, LLC | 0.24% | Add +5.6% | 107,903 | $3.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.1% | 107,456 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 107,289 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.7% | 105,783 | $3.4M |
| Bayview Asset Management, LLC | 2.52% | Reduce -5.9% | 105,000 | $3.4M |
| Verition Fund Management LLC | 0.03% | Add +27.5% | 104,786 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -49.5% | 104,425 | $3.3M |
| Sippican Capital Advisors | 2.02% | Reduce -2.1% | 103,527 | $3.3M |
| Amundi | 0.00% | Add +52.7% | 102,500 | $3.3M |
| Summit Trail Advisors, LLC | 0.04% | Add +8.3% | 100,970 | $3.2M |
| Aquatic Capital Management LLC | 0.11% | New | 98,243 | $3.1M |
| Hennessy Advisors Inc. | 0.10% | Reduce -8.6% | 96,000 | $3.1M |
| Clean Yield Group | 0.76% | Add +2.8% | 95,046 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.8% | 92,519 | $3.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 91,570 | $2.9M |
| Natixis | 0.01% | New | 86,696 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.6% | 85,691 | $2.7M |
| General American Investors Co. Inc. | 0.17% | Reduce -36.9% | 85,556 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | Add +5.7% | 84,998 | $2.7M |
| GW&K Investment Management, LLC | 0.02% | Reduce -0.9% | 84,723 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.2% | 84,700 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 84,374 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 83,599 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -14.1% | 82,990 | $2.7M |
| ARGA Investment Management, LP | 0.07% | Add +0.1% | 82,893 | $2.7M |
| Sit Investment Associates Inc. | 0.05% | Add +2.9% | 80,320 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.1% | 80,159 | $2.6M |
| Arizona State Retirement System | 0.01% | Reduce -2.6% | 80,018 | $2.6M |
| Linden Thomas Advisory Services, LLC | 0.20% | Reduce -36.6% | 78,775 | $2.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 78,269 | $2.5M |
| Range Financial Group LLC | 0.68% | Add +2.1% | 77,622 | $2.5M |
| Vident Advisory, LLC | 0.02% | Add +423.7% | 77,029 | $2.5M |
| Access Investment Management LLC | 0.63% | Add +1.0% | 76,554 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 76,296 | $2.4M |
| SG Americas Securities, LLC | 0.00% | Add +12.6% | 75,161 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | New | 73,747 | $2.4M |
| Elizabeth Park Capital Advisors, Ltd. | 1.60% | Reduce -27.2% | 72,400 | $2.3M |
| Ausbil Investment Management Ltd | 1.01% | Add +55.6% | 68,483 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -6.4% | 69,305 | $2.2M |
| PMC FIG Opportunities LLC | 3.51% | Reduce -42.1% | 68,263 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -5.7% | 68,259 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -4.7% | 67,741 | $2.2M |
| Fifth Third Bancorp | 0.00% | Reduce -10.7% | 67,429 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +9.8% | 66,650 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | No change | 65,836 | $2.1M |
| Vistica Wealth Advisors, LLC | 1.82% | Add +0.1% | 65,625 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.6% | 65,119 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.4% | 64,751 | $2.1M |
| Vest Financial, LLC | 0.02% | New | 63,367 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Reduce -4.9% | 62,697 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.2% | 61,862 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -24.3% | 60,938 | $2.0M |
| New Mexico Educational Retirement Board | 0.05% | No change | 60,914 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.4% | 60,661 | $1.9M |
| Man Group plc | 0.00% | Reduce -37.0% | 60,597 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.3% | 59,788 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +83.5% | 58,981 | $1.9M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -46.2% | 56,324 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +29.1% | 56,116 | $1.8M |
| PARK CIRCLE Co | 1.54% | No change | 54,400 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.1% | 53,277 | $1.7M |
| Mengis Capital Management, Inc. | 0.25% | Add +0.9% | 52,115 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +20.3% | 52,028 | $1.7M |
| Petiole USA ltd | 1.19% | Reduce -32.9% | 51,752 | $1.7M |
| GAMCO Investors | 0.01% | Reduce -27.2% | 51,595 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 51,497 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Add +5.5% | 50,692 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.6% | 50,249 | $1.6M |
| &partners | 0.01% | Add +1.9% | 49,666 | $1.6M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.31% | New | 46,806 | $1.5M |
| Caprock Group, LLC | 0.03% | Reduce -10.7% | 46,623 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.53% | Add +0.7% | 45,802 | $1.5M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.8% | 44,317 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +24.9% | 43,016 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -12.6% | 42,927 | $1.4M |
| Callan Family Office, LLC | 0.03% | Reduce -5.0% | 42,552 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +7.5% | 41,554 | $1.3M |
| M&T Bank Corp | 0.00% | Add +4.7% | 41,404 | $1.3M |
| Quadrant Capital Group LLC | 0.03% | Reduce -1.2% | 39,317 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -19.8% | 39,016 | $1.3M |
| Mork Capital Management, LLC | 0.80% | No change | 38,940 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -6.4% | 38,615 | $1.2M |
| Brighton Jones LLC | 0.02% | Reduce -4.6% | 38,238 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -11.6% | 36,630 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +5.2% | 35,094 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -83.7% | 34,762 | $1.1M |
| Xponance LLC | 0.01% | Reduce -2.8% | 34,631 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 33,713 | $1.1M |
| Mariner, LLC | 0.00% | Add +76.0% | 33,671 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.2% | 32,554 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +9.5% | 32,521 | $1.0M |
| Entropy Technologies, LP | 0.04% | New | 32,439 | $1.0M |
| Sittner & Nelson, LLC | 0.33% | Reduce -2.2% | 32,346 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -28.0% | 32,030 | $1.0M |
| Tred Avon Family Wealth, LLC | 0.31% | Reduce -1.5% | 31,968 | $1.0M |
| SummerHaven Investment Management, LLC | 0.52% | No change | 30,013 | $962K |
| FMR LLC | 0.00% | Reduce -12.8% | 29,623 | $949K |
| Wbi Investments, LLC | 0.23% | Reduce -18.3% | 29,466 | $944K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 29,202 | $936K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -1.5% | 27,893 | $894K |
| Hexagon Capital Partners LLC | 0.13% | Add +0.9% | 27,887 | $894K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +181.2% | 27,384 | $878K |
| Sanctuary Advisors, LLC | 0.00% | New | 27,287 | $875K |
| South Dakota Investment Council | 0.01% | Reduce -11.7% | 27,279 | $874K |
| Atria Investments, Inc | 0.01% | Add +1.0% | 27,094 | $868K |
| Revolve Wealth Partners, LLC | 0.09% | New | 26,900 | $862K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -13.1% | 26,642 | $854K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.1% | 26,247 | $841K |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 26,199 | $840K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.5% | 25,704 | $836K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -10.7% | 25,494 | $817K |
| Prudential PLC | 0.01% | New | 25,270 | $810K |
| Guggenheim Capital LLC | 0.01% | Add +130.2% | 25,038 | $802K |
| Angel Oak Capital Advisors, LLC | 1.01% | No change | 25,000 | $801K |
| Savant Capital, LLC | 0.00% | Add +5.5% | 24,854 | $797K |
| Moody National Bank Trust Division | 0.07% | Reduce -15.7% | 24,687 | $791K |
| Evergreen Capital Management LLC | 0.01% | Add +76.2% | 24,686 | $791K |
| Syon Capital LLC | 0.03% | Add +0.7% | 24,684 | $791K |
| Gould Capital, LLC | 0.41% | No change | 23,204 | $744K |
| CWC Advisors, LLC. | 0.32% | Reduce -3.2% | 22,748 | $729K |
| Salzhauer Michael | 0.27% | No change | 22,686 | $727K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.8% | 22,367 | $717K |
| Two Sigma Securities, LLC | 0.06% | New | 22,257 | $713K |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.6% | 21,348 | $710K |
| Voya Investment Management LLC | 0.00% | Add +3.5% | 22,059 | $707K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +22.2% | 22,033 | $706K |
| Vista Investment Management | 0.21% | No change | 21,767 | $698K |
| Essex Financial Services, Inc. | 0.03% | Reduce -3.6% | 21,606 | $692K |
| Sciencast Management LP | 0.14% | New | 21,586 | $692K |
| Commerce Bank | 0.00% | No change | 21,546 | $691K |
| Marshall Wace, LLP | 0.00% | Reduce -70.3% | 21,481 | $688K |
| Dakota Wealth Management | 0.01% | Reduce -5.0% | 21,055 | $675K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.0% | 20,916 | $670K |
| Lecap Asset Management Ltd. | 0.28% | New | 20,714 | $664K |
| Teacher Retirement System of Texas | 0.00% | New | 20,511 | $657K |
| Frec Markets, Inc. | 0.06% | New | 20,417 | $654K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.9% | 20,180 | $647K |
| Inscription Capital, LLC | 0.06% | Add +1.1% | 19,621 | $629K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -24.0% | 19,616 | $629K |
| Swiss Life Asset Management Ltd | 0.00% | Add +9.2% | 19,289 | $618K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 19,200 | $615K |
| New York Life Investment Management LLC | 0.00% | Reduce -47.6% | 19,067 | $611K |
| 111 Capital | 0.10% | New | 18,655 | $598K |
| Mirabella Financial Services LLP | 0.06% | Add +150.2% | 18,594 | $596K |
| DRW Securities, LLC | 0.04% | New | 18,405 | $590K |
| Park Place Capital Corp | 0.09% | Add +402.2% | 18,375 | $589K |
| AlphaCore Capital LLC | 0.01% | Reduce -2.3% | 18,170 | $582K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -12.1% | 17,830 | $571K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.0% | 17,524 | $562K |
| Engineers Gate Manager LP | 0.01% | New | 17,245 | $553K |
| Wedmont Private Capital | 0.02% | Add +9.0% | 17,155 | $550K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 17,018 | $545K |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 16,738 | $536K |
| Inspire Investing, LLC | 0.02% | Add +15.5% | 16,602 | $532K |
| Vanguard Capital Wealth Advisors | 0.36% | Add +20.4% | 16,525 | $530K |
| Aviva PLC | 0.00% | New | 16,183 | $519K |
| Hilltop Holdings Inc. | 0.04% | No change | 15,920 | $510K |
| Freedom Day Solutions, LLC | 0.11% | New | 15,905 | $510K |
| Gateway Investment Advisers LLC | 0.01% | Add +32.0% | 15,726 | $504K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.5% | 15,583 | $499K |
| Freestone Capital Holdings, LLC | 0.01% | New | 15,484 | $496K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.1% | 15,191 | $487K |
| Utah Retirement Systems | 0.00% | Reduce -3.3% | 15,040 | $482K |
| Columbia Bank | 0.11% | No change | 15,000 | $481K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,809 | $475K |
| Ironwood Investment Management LLC | 0.16% | Reduce -0.0% | 14,733 | $472K |
| Lanark Financial, Inc. | 0.03% | Add +23.0% | 14,733 | $472K |
| Unison Advisors LLC | 0.03% | Add +1.3% | 14,318 | $459K |
| DNB Asset Management AS | 0.00% | Reduce -13.2% | 14,264 | $457K |
| Keybank National Association | 0.00% | New | 13,849 | $444K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.5% | 13,807 | $443K |
| QRG Capital Management, Inc. | 0.00% | Add +8.0% | 13,770 | $441K |
| Vise Technologies, Inc. | 0.01% | Reduce -13.5% | 13,750 | $441K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +4.7% | 13,414 | $430K |
| Headlands Technologies LLC | 0.05% | New | 13,322 | $427K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 12,967 | $416K |
| Chicago Partners Investment Group LLC | 0.01% | Add +16.9% | 12,621 | $407K |
| William Blair Investment Management, LLC | 0.00% | No change | 12,529 | $402K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.8% | 12,509 | $401K |
| Aaron Wealth Advisors LLC | 0.02% | Add +61.0% | 12,410 | $398K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -19.9% | 12,014 | $385K |
| Diligent Investors, LLC | 0.09% | No change | 11,956 | $383K |
| Hardy Reed LLC | 0.02% | Reduce -1.4% | 11,791 | $378K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 11,646 | $373K |
| Choreo, LLC | 0.00% | Add +5.8% | 11,637 | $373K |
| Curi Capital, LLC | 0.01% | Add +10.7% | 11,590 | $371K |
| ProShare Advisors LLC | 0.00% | Reduce -3.6% | 11,420 | $366K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 11,365 | $364K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.0% | 11,265 | $361K |
| MML Investors Services, LLC | 0.00% | Add +12.9% | 11,240 | $360K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.4% | 11,195 | $359K |
| Machina Capital S.A.S. | 0.06% | New | 11,014 | $353K |
| Mach-1 Financial Group, LLC | 0.13% | Reduce -10.5% | 10,797 | $346K |
| Equitable Trust Co. | 0.01% | No change | 10,634 | $341K |
| Kiley Juergens Wealth Management, LLC | 0.05% | No change | 10,565 | $339K |
| Twinbeech Capital LP | 0.06% | Reduce -12.9% | 10,446 | $335K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 10,439 | $335K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.8% | 10,345 | $332K |
| KBC Group NV | 0.00% | No change | 10,293 | $330K |
| De Lisle Partners LLP | 0.04% | No change | 10,221 | $328K |
| GAMMA Investing LLC | 0.01% | Add +6.9% | 10,197 | $327K |
| JMN Financial LLC | 0.25% | New | 10,196 | $327K |
| Capital Fund Management S.A. | 0.00% | New | 10,151 | $325K |
| Roehl & Yi Investment Advisors, LLC | 0.10% | Reduce -3.0% | 9,906 | $317K |
| Wedbush Securities Inc. | 0.01% | Add +1.6% | 9,892 | $317K |
| Peregrine Asset Advisers, Inc. | 0.07% | No change | 9,774 | $313K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +1.2% | 9,471 | $308K |
| Aigen Investment Management, LP | 0.08% | New | 9,549 | $306K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.1% | 9,477 | $304K |
| Shelton Capital Management | 0.01% | Reduce -4.8% | 9,395 | $301K |
| Becker Capital Management Inc. | 0.01% | Reduce -11.0% | 9,356 | $300K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.9% | 9,293 | $298K |
| Signaturefd, LLC | 0.00% | Add +6.8% | 9,197 | $295K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.4% | 9,139 | $293K |
| Kera Capital Partners, Inc. | 0.03% | Add +14.9% | 9,072 | $291K |
| Navellier & Associates Inc. | 0.02% | No change | 9,054 | $290K |
| Argent Trust Co | 0.01% | Reduce -8.1% | 9,019 | $289K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.3% | 9,016 | $289K |
| 44 Wealth Management LLC | 0.09% | Add +0.1% | 8,799 | $282K |
| Vontobel Holding Ltd. | 0.00% | Add +11.4% | 8,795 | $282K |
| Indivisible Partners | 0.02% | Add +19.2% | 8,740 | $280K |
| Profund Advisors LLC | 0.01% | Reduce -3.0% | 8,709 | $279K |
| North Dakota State Investment Board | 0.01% | Add +0.5% | 8,698 | $279K |
| Laurion Capital Management LP | 0.02% | Reduce -88.8% | 8,694 | $279K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,647 | $277K |
| MAI Capital Management | 0.00% | Add +54.8% | 8,575 | $275K |
| BSW Wealth Partners | 0.03% | Add +0.0% | 8,570 | $275K |
| Arax Advisory Partners | 0.00% | Add +1648.3% | 8,462 | $271K |
| HUB Investment Partners, LLC | 0.00% | Add +10.9% | 8,231 | $264K |
| Nykredit A/S | 0.00% | — | 8,067 | $259K |
| Composition Wealth, LLC | 0.00% | New | 8,039 | $258K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.9% | 7,921 | $254K |
| Carl P. Sherr & Co., LLC | 0.11% | New | 7,900 | $253K |
| Independent Financial Group, LLC | 0.00% | Reduce -2.0% | 7,760 | $249K |
| Auxano Advisors, LLC | 0.05% | No change | 7,737 | $248K |
| CIBC Bancorp USA Inc. | 0.00% | New | 8,129 | $247K |
| Caldwell Sutter Capital, Inc. | 0.09% | No change | 7,659 | $245K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,638 | $245K |
| Aspire Capital Advisors LLC | 0.05% | No change | 7,579 | $243K |
| Ballentine Partners, LLC | 0.00% | New | 7,548 | $242K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +2.3% | 7,526 | $241K |
| Baker Avenue Asset Management, LP | 0.00% | New | 7,475 | $240K |
| Keudell/Morrison Wealth Management | 0.05% | No change | 7,443 | $239K |
| GDS Wealth Management | 0.01% | No change | 7,335 | $235K |
| Principle Wealth Partners LLC | 0.01% | No change | 7,326 | $235K |
| Paragon Capital Management Ltd | 0.04% | Reduce -13.3% | 7,241 | $232K |
| Kestra Investment Management, LLC | 0.00% | Reduce -43.3% | 7,199 | $231K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 7,131 | $229K |
| Larson Financial Group LLC | 0.01% | Add +11.8% | 7,130 | $229K |
| Apella Capital, LLC | 0.00% | Add +0.5% | 7,029 | $226K |
| Impact Partnership Wealth, LLC | 0.02% | New | 7,039 | $226K |
| Certuity, LLC | 0.01% | New | 7,015 | $225K |
| FourThought Financial Partners, LLC | 0.02% | New | 6,975 | $224K |
| Ritholtz Wealth Management | 0.00% | New | 6,876 | $220K |
| Drucker Wealth 3.0, LLC | 0.03% | New | 6,767 | $217K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 6,740 | $216K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -4.6% | 6,693 | $215K |
| Greenleaf Trust | 0.00% | New | 6,680 | $214K |
| Encompass Wealth Advisors, LLC | 0.06% | New | 6,625 | $212K |
| Baird Financial Group, Inc. | 0.00% | New | 6,576 | $211K |
| DeDora Capital, Inc. | 0.05% | New | 6,528 | $209K |
| Ponta Wealth Partners, LLC | 0.11% | New | 6,488 | $208K |
| HB Wealth Management, LLC | 0.00% | Reduce -36.0% | 6,467 | $207K |
| Global Retirement Partners, LLC | 0.00% | — | 6,451 | $207K |
| Legacy Wealth Asset Management, LLC | 0.04% | Reduce -17.5% | 6,370 | $204K |
| Park Avenue Securities LLC | 0.00% | New | 6,371 | $204K |
| Fiduciary Counselling Inc. | 0.50% | New | 6,312 | $202K |
| STRS Ohio | 0.00% | Reduce -13.1% | 6,078 | $195K |
| HM Payson & Co. | 0.00% | No change | 5,986 | $192K |
| Quantbot Technologies LP | 0.01% | New | 5,930 | $190K |
| Versant Capital Management, Inc | 0.02% | Add +10.8% | 5,883 | $189K |
| Parallel Advisors, LLC | 0.00% | Add +9.6% | 5,624 | $180K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +69.3% | 4,529 | $145K |
| Bayforest Capital Ltd | 0.11% | New | 3,801 | $122K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -20.5% | 3,696 | $118K |
| UMB Bank, n.a. | 0.00% | Reduce -0.8% | 3,348 | $107K |
| Bfsg, LLC | 0.01% | No change | 2,938 | $94K |
| Bessemer Group Inc. | 0.00% | Reduce -37.3% | 2,735 | $88K |
| Triumph Capital Management | 0.02% | Add +2.7% | 2,681 | $86K |
| Reyes Financial Architecture, Inc. | 0.05% | Reduce -22.1% | 2,668 | $86K |
| Bellevue Asset Management, LLC | 0.04% | No change | 2,543 | $82K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,533 | $81K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,522 | $81K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -9.2% | 2,388 | $77K |
| Hilton Head Capital Partners, LLC | 0.04% | Add +16.1% | 2,258 | $72K |
| IFP Advisors, Inc | 0.00% | Add +64.8% | 2,128 | $68K |
| Covestor Ltd | 0.04% | Add +23.7% | 2,069 | $66K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +2.2% | 1,990 | $64K |
| Atlas Capital Advisors Inc. | 0.01% | Add +8.0% | 1,818 | $58K |
| Cypress Capital Management LLC (WY) | 0.05% | New | 1,800 | $58K |
| Horizon Investments, LLC | 0.00% | Reduce -34.9% | 1,707 | $55K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.7% | 1,607 | $52K |
| First Pacific Financial | 0.01% | Add +1.1% | 1,583 | $51K |
| First Horizon Corp. | 0.00% | No change | 1,563 | $50K |
| Rossby Financial, LCC | 0.01% | Reduce -1.3% | 1,456 | $47K |
| Ameriflex Group, Inc. | 0.02% | Add +7.3% | 1,314 | $42K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -60.3% | 1,230 | $39K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.2% | 1,117 | $36K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -7.4% | 1,037 | $33K |
| Mosley Wealth Management | 0.01% | No change | 1,014 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -78.0% | 973 | $31K |
| Corsicana & Co. | 0.01% | New | 915 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 909 | $29K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -93.6% | 852 | $27K |
| CX Institutional | 0.00% | Add +0.5% | 799 | $26K |
| Wellington-Altus USA Inc. | 0.02% | No change | 914 | $25K |
| Quent Capital, LLC | 0.00% | Reduce -30.6% | 750 | $24K |
| Rothschild Investment LLC | 0.00% | Add +4.6% | 732 | $23K |
| Osterweis Capital Management Inc. | 0.00% | Reduce -53.0% | 730 | $23K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 682 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 653 | $21K |
| Assetmark, Inc. | 0.00% | Add +9.8% | 636 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 600 | $19K |
| Pinnacle Holdings, LLC | 0.01% | No change | 594 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 558 | $18K |
| Fiduciary Financial Advisors | 0.00% | New | 509 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 507 | $16K |
| Danske Bank A/S | 0.00% | No change | 500 | $16K |
| Fortitude Family Office, LLC | 0.00% | Add +6.4% | 483 | $15K |
| Elevation Wealth Partners, LLC | 0.00% | Add +407.1% | 431 | $14K |
| CVA Family Office, LLC | 0.00% | Add +14.0% | 416 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 415 | $13K |
| WPG Advisers, LLC | 0.01% | No change | 377 | $12K |
| Stone House Investment Management, LLC | 0.00% | Add +3.0% | 372 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 344 | $11K |
| Group One Trading LLC | 0.00% | Reduce -88.9% | 341 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -6.4% | 336 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 318 | $10K |
| Bogart Wealth, LLC | 0.00% | Add +20.1% | 293 | $9K |
| True Wealth Design, LLC | 0.00% | Reduce -49.5% | 283 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -1.1% | 261 | $8K |
| WealthCollab, LLC | 0.00% | No change | 253 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.0% | 250 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -12.5% | 245 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +14.1% | 243 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 222 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 229 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.3% | 217 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 200 | $6K |
| Sachetta, LLC | 0.00% | Add +8.2% | 199 | $6K |
| Mather Group, Llc. | 0.00% | No change | 199 | $6K |
| Bare Financial Services, Inc | 0.00% | Reduce -9.7% | 168 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +18.1% | 163 | $5K |
| Optiver Holding B.V. | 0.00% | New | 161 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -58.4% | 160 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 151 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.6% | 143 | $5K |
| DecisionPoint Financial, LLC | 0.00% | Add +6.3% | 134 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +195.6% | 133 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.3% | 128 | $4K |
| Torren Management, LLC | 0.00% | No change | 116 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +117.7% | 111 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 101 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +66.1% | 98 | $3K |
| Clearstead Trust, LLC | 0.00% | Reduce -80.2% | 92 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 86 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -8.6% | 85 | $3K |
| Spire Wealth Management | 0.00% | No change | 81 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +116.7% | 78 | $3K |
| Essential Partners LLC | 0.00% | Reduce -98.7% | 75 | $2K |
| Copia Wealth Management | 0.00% | No change | 72 | $2K |
| Kilter Group LLC | 0.00% | Reduce -29.2% | 68 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 63 | $2K |
| Avion Wealth | 0.00% | Reduce -44.9% | 81 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -34.1% | 60 | $2K |
| Whittier Trust Co. | 0.00% | No change | 57 | $2K |
| Manning & Napier Advisors LLC | 0.00% | New | 56 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 51 | $2K |
| SHP Wealth Management | 0.00% | New | 50 | $2K |
| Investors Portfolio Services LLC | 0.00% | No change | 47 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +2.2% | 47 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +6.8% | 47 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +31.4% | 46 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 45 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +105.0% | 41 | $1K |
| Zions Bancorporation, National Association | 0.00% | Reduce -11.9% | 37 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +10.3% | 32 | $1K |
| Advocate Investing Services LLC | 0.00% | No change | 31 | $994 |
| Principia Wealth Advisory, LLC | 0.00% | Add +31.8% | 29 | $929 |
| Activest Wealth Management | 0.00% | Reduce -20.0% | 24 | $769 |
| Hughes Financial Services, LLC | 0.00% | No change | 24 | $769 |
| AdvisorNet Financial, Inc | 0.00% | Add +41.2% | 24 | $769 |
| Millstone Evans Group, LLC | 0.00% | No change | 23 | $737 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 23 | $737 |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $705 |
| Planning Strategies Inc. | 0.00% | — | 20 | $641 |
| Breakwater Investment Management | 0.00% | No change | 20 | $641 |
| Financial Consulate, Inc. | 0.00% | No change | 18 | $577 |
| LRI Investments, LLC | 0.00% | New | 17 | $545 |
| MV Capital Management, Inc. | 0.00% | No change | 16 | $513 |
| Synergy Investment Management, LLC | 0.00% | New | 16 | $492 |
| Ankerstar Wealth, LLC | 0.00% | No change | 15 | $481 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 15 | $481 |
| Prestige Wealth Management Group LLC | 0.00% | Add +55.6% | 14 | $449 |
| Signature Equity Partners, LLC | 0.00% | Reduce -71.9% | 9 | $288 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 9 | $288 |
| Buck Wealth Strategies, LLC | 0.00% | New | 7 | $224 |
| Pacific Center for Financial Services | 0.00% | No change | 6 | $193 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $182 |
| American Capital Advisory, LLC | 0.00% | No change | 5 | $161 |
| SouthState Bank Corp | 0.00% | No change | 5 | $161 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5 | $160 |
| Maryland Capital Advisors Inc. | 0.00% | — | 3 | $97 |
| IMG Wealth Management, Inc. | 0.00% | New | 3 | $96 |
| CGC Financial Services, LLC | 0.00% | No change | 2 | $64 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 2 | $64 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 2 | $64 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 4 | $0 |
| Navigoe, LLC | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is COLB's weight in each manager's 13F, not the share of Columbia Banking System Inc. the manager owns.