Bank OzkOZK
13F holders, Q3 2025 (September 30)526holders +53
77new positions
25sold out
11famous investors
$50.98avg. 13F price*
At the end of Q3 2025, 526 institutions reported holding Bank Ozk (OZK) in their 13F filings, up 53 from Q2 2025. 77 opened new positions and 25 sold out. The largest holders were Vanguard Group Inc. ($572.7M), BlackRock, Inc. ($509.5M) and Wasatch Advisors LP ($379.2M). 11 famous investors held it, including Bruce Berkowitz (3.8% of Fairholme Capital Management's portfolio), Francois Rochon (2.2% of Giverny Capital's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Bank Ozk
- CUSIP
- 06417N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $65.6M |
| Exits | 25 | $89.0M |
All 13F filers, Q2 2025 → Q3 2025: 7,895,757 shares bought and 7,813,838 shares sold, net +81,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 11,234,679 | $572.7M |
| BlackRock, Inc. | 0.01% | Reduce -0.6% | 9,993,762 | $509.5M |
| Wasatch Advisors LP | 2.04% | Add +34.9% | 7,437,646 | $379.2M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.2% | 6,462,377 | $329.5M |
| State Street Corp. | 0.01% | Reduce -7.2% | 6,009,320 | $306.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.7% | 4,480,094 | $228.4M |
| First Trust Advisors LP | 0.11% | Add +0.6% | 2,808,166 | $143.2M |
| American Century Companies Inc. | 0.07% | Add +4.3% | 2,743,655 | $139.9M |
| Wellington Management Group LLP | 0.02% | Reduce -29.0% | 2,185,334 | $111.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.6% | 2,117,704 | $108.0M |
| AQR Capital Management | 0.06% | Reduce -17.8% | 1,977,960 | $100.8M |
| D. E. Shaw & Co. | 0.08% | Add +11.4% | 1,861,304 | $94.9M |
| Van Berkom & Associates Inc. | 2.68% | Add +0.7% | 1,818,447 | $92.7M |
| Morgan Stanley | 0.01% | Add +56.5% | 1,719,170 | $87.6M |
| JARISLOWSKY, FRASER Ltd | 0.47% | Reduce -8.0% | 1,658,271 | $84.5M |
| Giverny Capital | 2.18% | Add +0.2% | 1,261,960 | $64.3M |
| Captrust Financial Advisors | 0.11% | Add +0.0% | 1,081,907 | $55.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 1,054,425 | $53.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 982,368 | $50.1M |
| Quantinno Capital Management LP | 0.13% | Add +70.1% | 947,209 | $48.3M |
| Fairholme Capital Management | 3.77% | Reduce -0.1% | 915,652 | $46.7M |
| Millennium Management | 0.04% | Reduce -21.8% | 898,784 | $45.8M |
| Mackenzie Financial Corp. | 0.05% | Add +39.2% | 788,819 | $40.2M |
| Berkley W R Corp. | 2.36% | No change | 703,000 | $35.8M |
| Kennedy Capital Management LLC | 0.79% | Reduce -8.4% | 697,939 | $35.6M |
| Bank of America Corp. | 0.00% | Add +23.3% | 684,876 | $34.9M |
| ProShare Advisors LLC | 0.07% | Reduce -14.6% | 669,549 | $34.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -7.4% | 643,764 | $32.8M |
| Renaissance Technologies | 0.04% | Add +6.8% | 641,497 | $32.7M |
| Newport Trust Company, LLC | 0.07% | Reduce -13.1% | 592,735 | $30.2M |
| Sei Investments Co. | 0.03% | Add +27.9% | 590,617 | $30.1M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -25.8% | 589,147 | $30.0M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 556,495 | $28.4M |
| Tudor Investment Corporation | 0.19% | Add +31.3% | 549,362 | $28.0M |
| Two Sigma Investments, LP | 0.04% | Add +1.2% | 545,879 | $27.8M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -34.3% | 510,228 | $26.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.8% | 492,647 | $25.1M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Reduce -0.5% | 485,493 | $24.8M |
| LSV Asset Management | 0.05% | Reduce -1.9% | 470,106 | $24.0M |
| UBS Group AG | 0.00% | Add +31.6% | 468,792 | $23.9M |
| Citigroup Inc. | 0.02% | Add +31.9% | 468,624 | $23.9M |
| LPL Financial LLC | 0.01% | Add +4.1% | 400,284 | $20.4M |
| Royal Bank of Canada | 0.00% | Add +149.4% | 394,329 | $20.1M |
| Raymond James Financial Inc. | 0.01% | Add +16.9% | 365,499 | $18.6M |
| Citadel Advisors | 0.01% | Reduce -49.1% | 352,320 | $18.0M |
| Victory Capital Management Inc. | 0.01% | Add +7.6% | 350,354 | $17.9M |
| Rhumbline Advisers | 0.01% | Add +7.1% | 334,376 | $17.0M |
| Clearbridge Investments, LLC | 0.01% | Add +2.3% | 321,312 | $16.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.1% | 316,976 | $16.2M |
| Algert Global LLC | 0.27% | Add +1.4% | 312,274 | $15.9M |
| Treasurer of the State of North Carolina | 0.05% | Add +120.1% | 310,001 | $15.8M |
| Earnest Partners LLC | 0.07% | Reduce -4.4% | 302,826 | $15.4M |
| Alliancebernstein L.P. | 0.00% | Add +8.4% | 297,225 | $15.2M |
| Twin Lions Management LLC | 9.93% | Reduce -13.0% | 296,015 | $15.1M |
| Cabot Wealth Management Inc. | 1.65% | Reduce -1.3% | 291,885 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Add +21.8% | 285,876 | $14.6M |
| Ranger Investment Management, L.P. | 0.98% | Reduce -3.0% | 274,535 | $14.0M |
| Rice Hall James & Associates, LLC | 0.72% | Reduce -8.0% | 258,651 | $13.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 255,275 | $13.0M |
| Weybosset Research & Management LLC | 3.96% | Reduce -0.4% | 240,499 | $12.3M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -3.6% | 239,479 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 236,497 | $12.1M |
| Jane Street Group, LLC | 0.01% | Add +11.9% | 233,729 | $11.9M |
| Cubist Systematic Strategies, LLC | 0.17% | Add +7.1% | 233,419 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +26.0% | 234,000 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 231,681 | $11.8M |
| Man Group plc | 0.02% | Add +27.5% | 230,927 | $11.8M |
| Edgestream Partners, L.P. | 0.33% | Add +15.8% | 222,465 | $11.3M |
| California Public Employees Retirement System | 0.01% | Add +6.2% | 212,814 | $10.8M |
| Swiss National Bank | 0.01% | Add +1.5% | 208,333 | $10.6M |
| HRT Financial LP | 0.04% | Add +61.9% | 206,490 | $10.5M |
| Two Sigma Advisers, LP | 0.02% | Reduce -13.7% | 205,800 | $10.5M |
| Point72 Asset Management | 0.02% | Reduce -55.5% | 199,200 | $10.2M |
| CI Investments Inc. | 0.04% | Reduce -0.7% | 197,412 | $10.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Reduce -63.1% | 196,718 | $10.0M |
| BNP Paribas Financial Markets | 0.01% | Add +9.7% | 195,844 | $10.0M |
| Public Sector Pension Investment Board | 0.04% | Reduce -0.8% | 195,127 | $9.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -11.0% | 192,514 | $9.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +43.9% | 187,068 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 183,803 | $9.4M |
| QV Investors Inc. | 0.81% | Reduce -16.1% | 183,750 | $9.4M |
| Amundi | 0.00% | Reduce -46.2% | 180,271 | $9.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.06% | Reduce -0.6% | 178,234 | $9.1M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -46.1% | 176,234 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 168,462 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +23.7% | 165,353 | $8.4M |
| Trexquant Investment LP | 0.09% | Add +140.1% | 164,079 | $8.4M |
| Quantbot Technologies LP | 0.22% | Add +7.6% | 161,381 | $8.2M |
| Franklin Resources Inc. | 0.00% | Add +8.5% | 154,333 | $7.9M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -13.6% | 153,281 | $7.8M |
| AXA Investment Managers S.A. | 0.02% | — | 150,040 | $7.6M |
| Nuveen, LLC | 0.00% | Reduce -36.4% | 147,826 | $7.5M |
| Hudson Bay Capital Management LP | 0.05% | Add +0.6% | 141,407 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Add +76.7% | 141,187 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.4% | 140,393 | $7.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +10.5% | 137,240 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -8.4% | 135,702 | $6.9M |
| Barclays PLC | 0.00% | Reduce -15.7% | 135,690 | $6.9M |
| Artemis Investment Management LLP | 0.08% | Reduce -20.7% | 133,732 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +39.8% | 132,504 | $6.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.5% | 129,072 | $6.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.9% | 127,993 | $6.5M |
| Villanova Investment Management Co LLC | 4.44% | Add +37.1% | 125,780 | $6.4M |
| Los Angeles Capital Management LLC | 0.02% | Add +500.1% | 118,299 | $6.0M |
| Schroder Investment Management Group | 0.00% | Add +180.1% | 109,839 | $5.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.3% | 109,613 | $5.6M |
| Vest Financial, LLC | 0.07% | Add +17.5% | 108,153 | $5.5M |
| Hodges Capital Management Inc. | 0.47% | New | 107,700 | $5.5M |
| Stifel Financial Corp. | 0.01% | Add +172.5% | 107,054 | $5.5M |
| South Dakota Investment Council | 0.10% | Add +103.8% | 105,814 | $5.4M |
| Bridgewater Associates | 0.02% | New | 105,534 | $5.4M |
| Horrell Capital Management, Inc. | 2.17% | Reduce -8.2% | 100,928 | $5.1M |
| Susquehanna Fundamental Investments, LLC | 0.20% | Add +77.5% | 100,973 | $5.1M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 99,643 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +2.7% | 98,729 | $5.0M |
| Empowered Funds, LLC | 0.05% | Add +58.1% | 94,593 | $4.8M |
| Intech Investment Management LLC | 0.04% | Add +199.9% | 94,469 | $4.8M |
| Verition Fund Management LLC | 0.03% | Reduce -16.4% | 94,297 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.7% | 93,569 | $4.8M |
| New Age Alpha Advisors, LLC | 0.20% | Reduce -2.1% | 92,997 | $4.7M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +45.5% | 91,358 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -4.0% | 91,161 | $4.6M |
| Campbell & CO Investment Adviser LLC | 0.35% | Add +20.8% | 90,756 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +48.9% | 89,779 | $4.6M |
| TCW Group Inc. | 0.04% | Reduce -31.1% | 89,677 | $4.6M |
| Marshall Wace, LLP | 0.01% | Reduce -77.1% | 88,617 | $4.5M |
| AWH Capital, L.P. | 4.71% | No change | 88,600 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +27.3% | 88,205 | $4.5M |
| Congress Asset Management Co. | 0.03% | Add +1.7% | 87,174 | $4.4M |
| MAI Capital Management | 0.03% | Reduce -4.3% | 85,626 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 84,950 | $4.3M |
| Nomura Holdings Inc. | 0.02% | New | 82,441 | $4.2M |
| Van Eck Associates Corp. | 0.00% | Add +2.6% | 82,382 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 79,124 | $4.0M |
| AlphaQuest LLC | 0.26% | Add +64.6% | 78,731 | $4.0M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -7.2% | 75,232 | $3.8M |
| Inspire Advisors, LLC | 0.37% | Reduce -4.5% | 74,995 | $3.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -4.3% | 74,867 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.3% | 72,644 | $3.8M |
| Fieldview Capital Management, LLC | 0.61% | Reduce -17.2% | 72,727 | $3.7M |
| Ballast Asset Management, LP | 1.60% | Add +33.3% | 68,830 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.9% | 67,515 | $3.4M |
| Palisade Capital Management, LP | 0.10% | Add +4.0% | 66,446 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | Add +12.6% | 65,097 | $3.3M |
| Legacy Capital Wealth Partners, LLC | 0.69% | Add +0.1% | 61,838 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +2.3% | 61,351 | $3.1M |
| ExodusPoint Capital Management, LP | 0.04% | New | 59,180 | $3.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.11% | New | 57,500 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.4% | 54,424 | $2.8M |
| De Lisle Partners LLP | 0.34% | No change | 54,000 | $2.8M |
| Money Concepts Capital Corp. | 0.17% | Reduce -0.0% | 53,339 | $2.7M |
| Summit Trail Advisors, LLC | 0.04% | Add +59.3% | 53,266 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.0% | 52,781 | $2.7M |
| Morningstar Investment Management LLC | 0.09% | New | 49,498 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -3.6% | 48,902 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.0% | 48,891 | $2.5M |
| Cardinal Capital Management | 0.34% | Add +1.1% | 48,702 | $2.5M |
| Integrated Advisors Network LLC | 0.10% | Add +738.6% | 48,431 | $2.5M |
| Amalgamated Bank | 0.02% | Add +0.1% | 48,373 | $2.5M |
| Janus Henderson Group PLC | 0.00% | No change | 48,087 | $2.5M |
| Caprock Group, LLC | 0.06% | — | 46,641 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +15.8% | 47,660 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 46,462 | $2.4M |
| QSV Equity Investors LLC | 2.39% | Reduce -9.2% | 45,964 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.0% | 45,890 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 43,515 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.2% | 42,618 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +14.9% | 42,447 | $2.2M |
| Hussman Strategic Advisors, Inc. | 0.46% | New | 42,000 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 41,956 | $2.1M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 41,436 | $2.1M |
| Naviter Wealth, LLC | 0.25% | Add +31.4% | 41,319 | $2.1M |
| Gsa Capital Partners LLP | 0.18% | Reduce -5.0% | 41,318 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Reduce -0.4% | 40,511 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -4.3% | 40,360 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | New | 39,741 | $2.0M |
| Numerai GP LLC | 0.28% | New | 39,492 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | New | 39,250 | $2.0M |
| Caxton Associates LLP | 0.05% | Reduce -15.3% | 38,854 | $2.0M |
| Illinois Municipal Retirement Fund | 0.02% | Add +28.4% | 37,944 | $1.9M |
| Cwm, LLC | 0.01% | Add +6.0% | 37,910 | $1.9M |
| Picton Mahoney Asset Management | 0.02% | Add +179.7% | 37,852 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -10.6% | 37,704 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.5% | 37,667 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +6.7% | 37,226 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.5% | 36,984 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +4.3% | 36,795 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.9% | 36,146 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -10.4% | 35,435 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,008 | $1.8M |
| Comerica Bank | 0.01% | Reduce -6.2% | 34,606 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Add +54.9% | 33,994 | $1.7M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -4.7% | 33,951 | $1.7M |
| CWA Asset Management Group, LLC | 0.06% | Add +8.5% | 33,381 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.9% | 33,292 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 31,803 | $1.6M |
| Greenfield Seitz Capital Management, LLC | 0.52% | Reduce -8.7% | 31,698 | $1.6M |
| Point72 Hong Kong Ltd | 0.07% | Add +23.2% | 31,551 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +2.2% | 31,343 | $1.6M |
| Greenwood Gearhart LLC | 0.09% | Reduce -1.0% | 30,167 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +37.2% | 29,430 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | No change | 29,600 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.7% | 29,500 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.2% | 29,478 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +0.5% | 28,912 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Add +0.8% | 28,866 | $1.5M |
| Horizon Investments, LLC | 0.02% | New | 28,777 | $1.5M |
| Bank of Nova Scotia | 0.00% | Reduce -17.2% | 28,264 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +133.9% | 28,246 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +17.8% | 27,441 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 27,169 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -78.0% | 27,402 | $1.4M |
| Commerce Bank | 0.01% | Add +0.1% | 27,118 | $1.4M |
| Point72 (DIFC) Ltd | 0.10% | Add +27.9% | 26,994 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 25,680 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.22% | New | 25,520 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 25,325 | $1.3M |
| KG Capital Management | 0.35% | Reduce -2.5% | 25,363 | $1.3M |
| Creative Planning | 0.00% | Add +23.5% | 25,239 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 25,212 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.0% | 23,596 | $1.2M |
| Aaron Wealth Advisors LLC | 0.07% | Add +353.8% | 23,185 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.33% | Reduce -1.4% | 22,571 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 22,500 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -68.2% | 22,200 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -11.2% | 22,138 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +17.5% | 21,945 | $1.1M |
| Burney Co./ | 0.04% | Add +40.5% | 21,919 | $1.1M |
| Danske Bank A/S | 0.00% | Reduce -27.5% | 21,651 | $1.1M |
| Simmons Bank | 0.07% | No change | 21,574 | $1.1M |
| Harbor Advisors LLC | 0.17% | No change | 21,455 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.4% | 21,344 | $1.1M |
| Wincap Financial LLC | 0.74% | Add +4.9% | 21,138 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +21.8% | 20,593 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | No change | 20,446 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | New | 20,358 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Add +103.1% | 20,033 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 18,779 | $957K |
| Truist Financial Corp. | 0.00% | Add +11.6% | 18,401 | $938K |
| BTC Capital Management, Inc. | 0.06% | Add +5.1% | 17,702 | $902K |
| Aviso Financial Inc. | 0.04% | Reduce -4.2% | 17,519 | $893K |
| Arax Advisory Partners | 0.01% | Add +502.6% | 17,470 | $891K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +16.5% | 17,102 | $872K |
| Inscription Capital, LLC | 0.09% | Add +134.5% | 17,006 | $867K |
| Level Four Advisory Services, LLC | 0.03% | Add +1.4% | 16,816 | $857K |
| Mercer Global Advisors Inc. | 0.00% | Add +103.8% | 16,744 | $854K |
| State of Alaska, Department of Revenue | 0.01% | Add +36.2% | 16,171 | $824K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.8% | 16,047 | $818K |
| Acadian Asset Management LLC | 0.00% | New | 15,782 | $804K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.5% | 15,724 | $802K |
| Scientech Research LLC | 0.28% | Add +5.4% | 15,575 | $794K |
| Axq Capital, LP | 0.30% | Reduce -17.9% | 15,404 | $785K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +4.8% | 15,215 | $776K |
| denkapparat Operations GmbH | 0.49% | Add +17.5% | 15,170 | $773K |
| Tectonic Advisors LLC | 0.04% | New | 15,166 | $773K |
| Unison Advisors LLC | 0.07% | Add +0.8% | 15,099 | $770K |
| Palogic Value Management, L.P. | 0.33% | New | 15,000 | $765K |
| Naples Global Advisors, LLC | 0.06% | Add +0.0% | 14,941 | $762K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.2% | 14,922 | $761K |
| Focus Partners Wealth | 0.00% | Reduce -4.7% | 14,794 | $758K |
| Brevan Howard Capital Management LP | 0.01% | New | 14,814 | $755K |
| Xponance LLC | 0.01% | Reduce -8.4% | 14,795 | $754K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 14,738 | $751K |
| CSS LLC | 0.13% | Add +8.0% | 14,527 | $741K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.0% | 14,481 | $738K |
| XTX Topco Ltd | 0.04% | Add +113.7% | 14,320 | $730K |
| Headlands Technologies LLC | 0.06% | New | 14,317 | $730K |
| Graham Capital Management, L.P. | 0.04% | Reduce -84.3% | 14,256 | $727K |
| Syon Capital LLC | 0.04% | Add +89.1% | 14,151 | $721K |
| Entropy Technologies, LP | 0.05% | New | 13,919 | $710K |
| Redmont Wealth Advisors LLC | 0.98% | Reduce -1.4% | 13,820 | $705K |
| Aquatic Capital Management LLC | 0.01% | Reduce -80.9% | 13,669 | $697K |
| Davis Investment Partners, LLC | 0.23% | No change | 13,392 | $679K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.5% | 13,156 | $671K |
| Burford Brothers, Inc. | 0.29% | Add +2.5% | 13,086 | $667K |
| Atria Investments, Inc | 0.01% | Add +8.3% | 12,722 | $649K |
| Choreo, LLC | 0.01% | Add +24.3% | 12,698 | $647K |
| Ridgewood Investments LLC | 0.27% | Add +4.2% | 12,611 | $643K |
| Gilliland Jeter Wealth Management LLC | 0.20% | Add +0.3% | 12,595 | $642K |
| Dark Forest Capital Management LP | 0.02% | Reduce -71.9% | 12,491 | $637K |
| Versor Investments LP | 0.12% | New | 12,300 | $627K |
| Oak Thistle LLC | 0.10% | Reduce -9.5% | 12,281 | $626K |
| Pallas Capital Advisors LLC | 0.02% | Add +0.2% | 12,272 | $626K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +20.1% | 12,098 | $617K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.7% | 12,012 | $612K |
| GC Wealth Management RIA, LLC | 0.02% | New | 11,635 | $593K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -16.2% | 11,326 | $577K |
| Group One Trading LLC | 0.02% | Add +819.2% | 11,251 | $574K |
| Occudo Quantitative Strategies LP | 0.07% | New | 11,235 | $573K |
| Kera Capital Partners, Inc. | 0.08% | Add +57.9% | 11,100 | $566K |
| Arkansas Financial Group, Inc. | 0.08% | Reduce -3.6% | 10,989 | $560K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Reduce -1.5% | 10,920 | $557K |
| Agp Franklin, LLC | 0.27% | No change | 10,911 | $556K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 11,800 | $555K |
| Voya Investment Management LLC | 0.00% | Reduce -22.5% | 10,767 | $549K |
| Jamison Private Wealth Management, Inc. | 0.07% | No change | 10,523 | $536K |
| Aviva PLC | 0.00% | New | 10,506 | $536K |
| Groesbeck Investment Management Corp. | 1.04% | Add +4.1% | 10,459 | $533K |
| Benjamin Edwards Inc. | 0.01% | Add +14.3% | 10,404 | $531K |
| FMR LLC | 0.00% | Add +8.8% | 10,392 | $530K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 10,358 | $528K |
| M&T Bank Corp | 0.00% | Reduce -11.8% | 10,240 | $522K |
| Mustard Seed Financial, LLC | 0.33% | Reduce -3.1% | 10,185 | $519K |
| Park Avenue Securities LLC | 0.00% | Add +13.3% | 10,154 | $518K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,877 | $504K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +51.1% | 9,855 | $502K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,839 | $502K |
| Emerald Mutual Fund Advisers Trust | 0.03% | New | 9,842 | $502K |
| Ilex Capital Partners (UK) LLP | 0.02% | New | 9,712 | $495K |
| Twinbeech Capital LP | 0.02% | Add +7.7% | 9,659 | $492K |
| PharVision Advisers, LLC | 0.27% | New | 9,486 | $484K |
| R Squared Ltd | 0.20% | Add +18.1% | 9,089 | $463K |
| 111 Capital | 0.09% | New | 8,998 | $459K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.03% | Add +32.6% | 8,992 | $458K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.0% | 8,941 | $456K |
| Alps Advisors Inc. | 0.00% | Add +6.3% | 8,733 | $445K |
| Fox Run Management, L.L.C. | 0.07% | Reduce -17.6% | 8,619 | $439K |
| Twin Tree Management, LP | 0.02% | New | 8,541 | $435K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +14.2% | 8,478 | $432K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 8,467 | $432K |
| Chicago Partners Investment Group LLC | 0.01% | Add +24.5% | 9,465 | $430K |
| Baker Avenue Asset Management, LP | 0.01% | Add +67.0% | 8,365 | $426K |
| Regions Financial Corp. | 0.00% | No change | 8,304 | $423K |
| American National Bank & Trust | 0.04% | Add +1.6% | 8,194 | $418K |
| Securian Asset Management, Inc. | 0.01% | Reduce -0.6% | 7,928 | $404K |
| Guggenheim Capital LLC | 0.00% | Reduce -27.6% | 7,928 | $404K |
| HighTower Advisors, LLC | 0.00% | Add +8.0% | 7,854 | $400K |
| Sherbrooke Park Advisers LLC | 0.19% | New | 7,850 | $400K |
| Vestcor Inc | 0.01% | No change | 7,742 | $395K |
| 1832 Asset Management L.P. | 0.00% | Reduce -16.1% | 7,668 | $391K |
| Advisors Capital Management, LLC | 0.00% | Add +0.2% | 7,355 | $375K |
| Millennium Capital Advisors, LLC | 0.22% | Reduce -12.2% | 7,147 | $364K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.2% | 7,087 | $361K |
| Mma Asset Management LLC | 0.12% | Reduce -6.1% | 7,083 | $361K |
| DRW Securities, LLC | 0.02% | Reduce -24.8% | 7,025 | $358K |
| D.A. Davidson & Co. | 0.00% | Add +37.3% | 6,948 | $354K |
| Caitlin John, LLC | 0.24% | Add +0.4% | 6,791 | $346K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -11.9% | 6,689 | $341K |
| Versant Capital Management, Inc | 0.05% | Add +6.0% | 6,594 | $336K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,459 | $329K |
| Legacy Capital Group California, Inc. | 0.08% | Add +1.6% | 6,368 | $325K |
| &partners | 0.00% | Reduce -1.7% | 6,278 | $320K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +13.3% | 6,261 | $319K |
| Lathrop Investment Management Co. | 0.06% | Reduce -5.9% | 6,264 | $319K |
| Ieq Capital, LLC | 0.00% | Reduce -89.8% | 6,170 | $315K |
| Certuity, LLC | 0.02% | New | 6,169 | $314K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.9% | 6,125 | $312K |
| Venturi Wealth Management, LLC | 0.01% | Add +21.9% | 6,107 | $311K |
| Callan Family Office, LLC | 0.01% | Reduce -0.2% | 5,927 | $302K |
| Farringdon Capital, Ltd. | 0.08% | New | 5,902 | $301K |
| Forum Financial Management, LP | 0.00% | Add +9.4% | 5,902 | $301K |
| SYM FINANCIAL Corp | 0.03% | Add +28.8% | 5,880 | $300K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 5,876 | $300K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.6% | 5,857 | $299K |
| Gotham Asset Management | 0.00% | Add +2.2% | 5,852 | $298K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.7% | 5,832 | $297K |
| HUB Investment Partners, LLC | 0.01% | New | 5,766 | $294K |
| Stevens Capital Management LP | 0.04% | Reduce -14.2% | 5,678 | $289K |
| Utah Retirement Systems | 0.00% | No change | 5,641 | $288K |
| Sigma Planning Corp | 0.01% | Add +8.5% | 5,578 | $284K |
| GAMMA Investing LLC | 0.02% | Add +7.7% | 5,554 | $283K |
| EMC Capital Management | 0.13% | No change | 5,555 | $283K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.0% | 5,528 | $282K |
| Puzo Michael J | 0.07% | No change | 5,390 | $275K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Reduce -0.3% | 5,259 | $268K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.6% | 5,228 | $267K |
| Sivia Capital Partners, LLC | 0.07% | No change | 5,205 | $265K |
| Mendel Capital Management LLC | 0.14% | No change | 5,183 | $264K |
| Forefront Wealth Partners, LLC | 0.07% | Add +1.2% | 5,113 | $261K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,077 | $259K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -85.7% | 5,048 | $257K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,967 | $253K |
| Evoke Wealth, LLC | 0.01% | Reduce -5.1% | 4,910 | $250K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 4,813 | $245K |
| Vident Advisory, LLC | 0.00% | Reduce -2.6% | 4,812 | $245K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 4,767 | $243K |
| Brand Asset Management Group, Inc. | 0.07% | New | 4,745 | $242K |
| Paragon Capital Management Ltd | 0.05% | Reduce -5.1% | 4,726 | $241K |
| Ritholtz Wealth Management | 0.00% | New | 4,724 | $241K |
| Savant Capital, LLC | 0.00% | New | 4,724 | $241K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 4,700 | $240K |
| Prelude Capital Management, LLC | 0.02% | New | 4,667 | $238K |
| Bank Ozk | 0.08% | New | 4,557 | $232K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 4,520 | $230K |
| Freestone Grove Partners LP | 0.00% | New | 4,507 | $230K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,475 | $228K |
| Profund Advisors LLC | 0.01% | Reduce -3.2% | 4,470 | $228K |
| BlackDiamond Wealth Management, LLC | 0.12% | Reduce -7.5% | 4,443 | $227K |
| Waterloo Capital, L.P. | 0.02% | Add +1.1% | 4,423 | $225K |
| Quadrature Capital Ltd | 0.00% | New | 4,269 | $217K |
| Wedmont Private Capital | 0.01% | Add +0.1% | 4,152 | $216K |
| Associated Banc-Corp | 0.01% | New | 4,234 | $216K |
| Longboard Asset Management, LP | 0.35% | New | 4,225 | $215K |
| Inceptionr LLC | 0.05% | Reduce -31.1% | 4,191 | $214K |
| First Horizon Corp. | 0.01% | — | 4,151 | $212K |
| Mgo One Seven LLC | 0.00% | New | 4,140 | $211K |
| Aigen Investment Management, LP | 0.03% | Reduce -59.2% | 4,088 | $208K |
| Black Maple Capital Management LP | 0.15% | New | 4,000 | $204K |
| Olympiad Research LP | 0.28% | New | 3,977 | $203K |
| Principal Securities, Inc. | 0.00% | Add +13.2% | 3,725 | $190K |
| Shell Asset Management Co. | 0.02% | Reduce -56.8% | 3,561 | $182K |
| Mather Group, Llc. | 0.00% | New | 3,503 | $179K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,392 | $173K |
| KBC Group NV | 0.00% | No change | 3,298 | $168K |
| Globeflex Capital L P | 0.02% | No change | 3,027 | $154K |
| Assetmark, Inc. | 0.00% | Add +87.9% | 2,832 | $144K |
| Jones Financial Companies LLLP | 0.00% | Add +7.0% | 2,651 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +379.3% | 2,665 | $136K |
| Walleye Capital LLC | 0.00% | Reduce -31.6% | 2,598 | $132K |
| STRS Ohio | 0.00% | Reduce -93.8% | 2,552 | $130K |
| Quarry LP | 0.03% | Add +2.0% | 2,523 | $129K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -38.1% | 2,511 | $128K |
| American Wealth Advisors, LLC | 0.13% | — | 2,483 | $127K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,439 | $124K |
| State of Wyoming | 0.01% | Reduce -77.9% | 2,434 | $124K |
| Abich Financial Wealth Management LLC | 0.04% | — | 2,337 | $119K |
| Farther Finance Advisors, LLC | 0.00% | Add +48.5% | 2,280 | $116K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.5% | 2,268 | $116K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 1,919 | $98K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.8% | 1,822 | $93K |
| Essential Partners LLC | 0.03% | Add +17.6% | 1,801 | $92K |
| Covestor Ltd | 0.05% | Add +228.1% | 1,742 | $90K |
| National Bank of Canada | 0.00% | Reduce -12.3% | 1,659 | $85K |
| Reyes Financial Architecture, Inc. | 0.05% | Add +39.2% | 1,450 | $74K |
| TCTC Holdings, LLC | 0.00% | No change | 1,400 | $71K |
| Pathway Financial Advisers, LLC | 0.02% | New | 1,387 | $71K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +37.0% | 1,370 | $70K |
| Copeland Capital Management, LLC | 0.00% | Reduce -3.4% | 1,365 | $70K |
| Blue Trust, Inc. | 0.00% | Add +2.1% | 1,303 | $66K |
| UMB Bank, n.a. | 0.00% | Add +0.5% | 1,293 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +11.2% | 1,250 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | Add +436.2% | 1,228 | $63K |
| Hantz Financial Services, Inc. | 0.00% | Add +96.3% | 1,158 | $59K |
| Clearstead Advisors, LLC | 0.00% | Add +1.9% | 1,108 | $56K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 1,105 | $56K |
| Fifth Third Bancorp | 0.00% | Reduce -21.9% | 1,091 | $56K |
| Point72 Europe (London) LLP | 0.00% | New | 1,086 | $55K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -1.1% | 1,015 | $52K |
| Employees Retirement System of Texas | 0.00% | New | 1,008 | $51K |
| SJS Investment Consulting Inc. | 0.01% | Add +5352.9% | 927 | $47K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -12.7% | 825 | $42K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 930 | $42K |
| TD Private Client Wealth LLC | 0.00% | No change | 786 | $40K |
| MCF Advisors LLC | 0.00% | No change | 778 | $40K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 744 | $38K |
| Bare Financial Services, Inc | 0.01% | No change | 742 | $38K |
| Toronto Dominion Bank | 0.00% | Reduce -8.9% | 727 | $37K |
| CX Institutional | 0.00% | No change | 700 | $36K |
| Private Trust Co. NA | 0.00% | Add +3.1% | 702 | $36K |
| Quent Capital, LLC | 0.00% | New | 692 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Add +82.2% | 665 | $34K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 630 | $32K |
| Investors Research Corp | 0.01% | No change | 600 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.8% | 589 | $30K |
| True Wealth Design, LLC | 0.01% | Add +147.0% | 568 | $29K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.5% | 549 | $28K |
| Highline Wealth Partners LLC | 0.01% | New | 541 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.0% | 537 | $27K |
| Root Financial Partners, LLC | 0.00% | New | 537 | $27K |
| Bokf, NA | 0.00% | New | 537 | $27K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $25K |
| Advisory Services Network, LLC | 0.00% | New | 461 | $23K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 428 | $22K |
| Key Financial Inc | 0.00% | No change | 410 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 400 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -62.6% | 400 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 393 | $20K |
| Bayforest Capital Ltd | 0.01% | New | 382 | $19K |
| Team Financial Group, LLC | 0.01% | Add +0.8% | 379 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 341 | $17K |
| Allworth Financial LP | 0.00% | Add +32.8% | 340 | $17K |
| Bessemer Group Inc. | 0.00% | Reduce -3.1% | 348 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 321 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 304 | $16K |
| Hemington Wealth Management | 0.00% | Add +7.7% | 309 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -3.4% | 287 | $15K |
| Maseco LLP | 0.00% | Add +0.7% | 276 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 269 | $14K |
| Clark Wealth Partners | 0.01% | No change | 261 | $12K |
| Wealthspire Advisors, LLC | 0.00% | New | 213 | $11K |
| Binnacle Investments Inc | 0.01% | No change | 203 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 186 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 168 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 163 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 159 | $8K |
| LRI Investments, LLC | 0.00% | Reduce -68.3% | 155 | $8K |
| Huntington National Bank | 0.00% | No change | 133 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 119 | $6K |
| Larson Financial Group LLC | 0.00% | Add +89.1% | 104 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 98 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 88 | $4K |
| Optiver Holding B.V. | 0.00% | New | 77 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 71 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 70 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -9.4% | 58 | $3K |
| Millstone Evans Group, LLC | 0.00% | New | 58 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -55.2% | 56 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 55 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 51 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 49 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 48 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 38 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 40 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 34 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 30 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 30 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 29 | $1K |
| NFSG Corp | 0.00% | No change | 27 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 25 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 24 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 29 | $1K |
| Avion Wealth | 0.00% | No change | 39 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +33.3% | 16 | $816 |
| Cromwell Holdings LLC | 0.00% | No change | 15 | $765 |
| SouthState Bank Corp | 0.00% | No change | 15 | $765 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 12 | $612 |
| HFM Investment Advisors, LLC | 0.00% | No change | 10 | $510 |
| Financial Consulate, Inc. | 0.00% | New | 10 | $510 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 10 | $509 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 4 | $202 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $153 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 2 | $102 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $56 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $51 |
| Coston, McIsaac & Partners | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is OZK's weight in each manager's 13F, not the share of Bank Ozk the manager owns.