Bank OzkOZK
13F holders, Q4 2025 (December 31)509holders −17
49new positions
73sold out
11famous investors
$46.03avg. 13F price*
At the end of Q4 2025, 509 institutions reported holding Bank Ozk (OZK) in their 13F filings, down 17 from Q3 2025. 49 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($510.0M), BlackRock, Inc. ($465.1M) and Wasatch Advisors LP ($319.6M). 11 famous investors held it, including Bruce Berkowitz (2.9% of Fairholme Capital Management's portfolio), Francois Rochon (1.9% of Giverny Capital's portfolio) and Paul Tudor Jones (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $48.3M |
| Exits | 73 | $102.7M |
All 13F filers, Q3 2025 → Q4 2025: 9,117,025 shares bought and 8,888,479 shares sold, net +228,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 509 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 11,082,496 | $510.0M |
| BlackRock, Inc. | 0.01% | Add +1.1% | 10,107,042 | $465.1M |
| Wasatch Advisors LP | 1.90% | Reduce -6.6% | 6,945,345 | $319.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.9% | 6,587,068 | $303.1M |
| State Street Corp. | 0.01% | Add +9.1% | 6,556,105 | $301.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.6% | 4,554,014 | $209.6M |
| American Century Companies Inc. | 0.07% | Add +11.2% | 3,051,116 | $140.4M |
| First Trust Advisors LP | 0.10% | Add +3.3% | 2,901,611 | $133.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 2,146,728 | $98.8M |
| Van Berkom & Associates Inc. | 2.48% | Add +2.8% | 1,869,432 | $86.0M |
| 1832 Asset Management L.P. | 0.10% | Add +21165.6% | 1,630,645 | $75.0M |
| AQR Capital Management | 0.04% | Reduce -20.0% | 1,582,895 | $72.8M |
| Morgan Stanley | 0.00% | Reduce -14.6% | 1,468,034 | $67.6M |
| D. E. Shaw & Co. | 0.05% | Reduce -26.1% | 1,376,232 | $63.3M |
| Norges Bank | 0.01% | — | 1,299,638 | $59.8M |
| Citadel Advisors | 0.04% | Add +259.5% | 1,266,664 | $58.3M |
| Giverny Capital | 1.94% | Add +0.2% | 1,264,042 | $58.2M |
| Wellington Management Group LLP | 0.01% | Reduce -42.9% | 1,248,030 | $57.4M |
| Bank of New York Mellon Corp | 0.01% | Add +11.3% | 1,173,500 | $54.0M |
| Millennium Management | 0.04% | Add +20.1% | 1,079,074 | $49.7M |
| Captrust Financial Advisors | 0.09% | Reduce -2.5% | 1,054,944 | $48.5M |
| Northern Trust Corp. | 0.01% | Reduce -4.4% | 938,955 | $43.2M |
| Mackenzie Financial Corp. | 0.05% | Add +17.4% | 925,953 | $43.0M |
| Fairholme Capital Management | 2.93% | Reduce -0.2% | 913,652 | $42.0M |
| Renaissance Technologies | 0.06% | Add +35.7% | 870,597 | $40.1M |
| Citigroup Inc. | 0.02% | Add +64.0% | 768,602 | $35.4M |
| Kennedy Capital Management LLC | 0.72% | Add +6.1% | 740,531 | $34.1M |
| ProShare Advisors LLC | 0.06% | Add +8.0% | 723,080 | $33.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +2.3% | 658,566 | $30.3M |
| Quantinno Capital Management LP | 0.06% | Reduce -30.7% | 656,345 | $30.2M |
| Voloridge Investment Management, LLC | 0.11% | Add +27.7% | 651,691 | $30.0M |
| Invesco Ltd. | 0.00% | Add +17.0% | 651,085 | $30.0M |
| Newport Trust Company, LLC | 0.07% | Add +5.5% | 625,411 | $28.8M |
| Sei Investments Co. | 0.03% | Add +2.4% | 605,045 | $27.8M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 582,016 | $26.8M |
| Allianz Asset Management GmbH | 0.03% | Add +1287.5% | 551,407 | $25.4M |
| UBS Group AG | 0.00% | Add +13.4% | 531,843 | $24.5M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Reduce -0.3% | 483,778 | $22.3M |
| LSV Asset Management | 0.05% | Reduce -0.2% | 469,000 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.0% | 433,583 | $20.0M |
| Tudor Investment Corporation | 0.11% | Reduce -21.7% | 429,988 | $19.8M |
| LPL Financial LLC | 0.01% | Add +2.6% | 410,827 | $18.9M |
| Twin Lions Management LLC | 12.37% | Add +34.7% | 398,660 | $18.3M |
| Victory Capital Management Inc. | 0.01% | Add +5.0% | 367,880 | $16.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -33.5% | 362,720 | $16.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 352,579 | $16.2M |
| JPMorgan Chase & Co. | 0.00% | Add +23.2% | 352,101 | $16.2M |
| Hodges Capital Management Inc. | 1.33% | Add +211.8% | 335,846 | $15.5M |
| Amundi | 0.00% | Add +80.3% | 325,014 | $15.0M |
| Rhumbline Advisers | 0.01% | Reduce -3.2% | 323,775 | $14.9M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -1.2% | 306,250 | $14.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.6% | 299,233 | $13.8M |
| Clearbridge Investments, LLC | 0.01% | Reduce -8.1% | 295,257 | $13.6M |
| Cabot Wealth Management Inc. | 1.49% | Add +0.2% | 292,592 | $13.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +21.5% | 284,258 | $13.4M |
| Man Group plc | 0.02% | Add +19.6% | 276,233 | $12.7M |
| Algert Global LLC | 0.20% | Reduce -12.2% | 274,164 | $12.6M |
| Ranger Investment Management, L.P. | 0.86% | Reduce -0.3% | 273,692 | $12.6M |
| Barclays PLC | 0.01% | Add +98.4% | 269,240 | $12.4M |
| Edgestream Partners, L.P. | 0.35% | Add +20.0% | 266,878 | $12.3M |
| Earnest Partners LLC | 0.05% | Reduce -12.1% | 266,287 | $12.3M |
| Rice Hall James & Associates, LLC | 0.65% | Reduce -1.5% | 254,785 | $11.7M |
| HRT Financial LP | 0.04% | Add +19.1% | 245,953 | $11.3M |
| Weybosset Research & Management LLC | 3.38% | Reduce -1.0% | 238,131 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 234,169 | $10.8M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.6% | 230,916 | $10.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.2% | 229,003 | $10.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Add +13.3% | 222,873 | $10.3M |
| Quantbot Technologies LP | 0.34% | Add +36.0% | 219,403 | $10.1M |
| Bridgewater Associates | 0.04% | Add +106.9% | 218,318 | $10.0M |
| Swiss National Bank | 0.01% | Add +1.7% | 211,933 | $9.8M |
| Public Sector Pension Investment Board | 0.03% | Add +8.1% | 210,825 | $9.7M |
| BNP Paribas Financial Markets | 0.01% | Add +7.3% | 210,181 | $9.7M |
| California Public Employees Retirement System | 0.01% | Reduce -2.6% | 207,169 | $9.5M |
| CI Investments Inc. | 0.04% | Reduce -3.4% | 190,778 | $8.8M |
| Philadelphia Financial Management of San Francisco, LLC | 1.80% | New | 189,226 | $8.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -5.9% | 181,118 | $8.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | Reduce -0.1% | 178,034 | $8.2M |
| Rafferty Asset Management, LLC | 0.03% | Add +12.6% | 172,635 | $7.9M |
| Numerai GP LLC | 0.92% | Add +318.6% | 165,334 | $7.6M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -12.0% | 164,608 | $7.6M |
| QV Investors Inc. | 0.60% | Reduce -13.2% | 159,550 | $7.3M |
| Legal & General Group Plc | 0.00% | Reduce -8.4% | 154,290 | $7.1M |
| Focus Partners Wealth | 0.01% | Add +864.0% | 142,614 | $6.6M |
| Nuveen, LLC | 0.00% | Reduce -4.2% | 141,636 | $6.5M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -0.6% | 140,614 | $6.5M |
| Squarepoint Ops LLC | 0.01% | New | 134,391 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -55.4% | 132,496 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 129,382 | $6.0M |
| Point72 Asset Management | 0.01% | Reduce -35.0% | 129,417 | $6.0M |
| Verition Fund Management LLC | 0.03% | Add +35.9% | 128,192 | $5.9M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.7% | 127,076 | $5.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.0% | 126,515 | $5.8M |
| Villanova Investment Management Co LLC | 4.10% | Add +0.4% | 126,297 | $5.8M |
| Franklin Resources Inc. | 0.00% | Reduce -18.6% | 125,686 | $5.8M |
| Vest Financial, LLC | 0.07% | Add +15.0% | 124,363 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -11.6% | 124,077 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -41.5% | 120,400 | $5.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -17.2% | 112,372 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -40.2% | 109,874 | $5.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 109,613 | $5.0M |
| South Dakota Investment Council | 0.10% | Add +3.5% | 109,510 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -38.3% | 108,830 | $5.0M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +14.1% | 104,268 | $4.8M |
| Jump Financial, LLC | 0.06% | New | 104,013 | $4.8M |
| Trexquant Investment LP | 0.04% | Reduce -37.1% | 103,164 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +1.7% | 101,355 | $4.7M |
| Horrell Capital Management, Inc. | 1.96% | Reduce -3.3% | 97,570 | $4.5M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +6.1% | 96,327 | $4.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.0% | 95,725 | $4.4M |
| New Age Alpha Advisors, LLC | 0.19% | Add +1.8% | 94,634 | $4.4M |
| Black Maple Capital Management LP | 3.19% | Add +2216.8% | 92,672 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +234.3% | 91,598 | $4.3M |
| Congress Asset Management Co. | 0.03% | Add +3.0% | 89,789 | $4.1M |
| TCW Group Inc. | 0.03% | No change | 89,677 | $4.1M |
| Jane Street Group, LLC | 0.00% | Reduce -61.7% | 89,569 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 89,064 | $4.1M |
| Jefferies Financial Group Inc. | 0.03% | Add +126.8% | 89,003 | $4.1M |
| AWH Capital, L.P. | 3.76% | No change | 88,600 | $4.1M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -3.3% | 86,812 | $4.0M |
| MAI Capital Management | 0.02% | Reduce -1.2% | 84,582 | $3.9M |
| Moody Aldrich Partners LLC | 0.72% | New | 83,900 | $3.9M |
| Marshall Wace, LLP | 0.00% | Reduce -6.8% | 82,574 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +22.1% | 82,444 | $3.8M |
| XTX Topco Ltd | 0.10% | Add +470.2% | 81,654 | $3.8M |
| Inspire Advisors, LLC | 0.34% | Add +7.6% | 80,722 | $3.7M |
| AlphaQuest LLC | 0.20% | Add +0.9% | 79,429 | $3.7M |
| PEAK6 LLC | 0.10% | New | 78,704 | $3.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 77,442 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -1.2% | 74,349 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.6% | 69,273 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +15.7% | 70,999 | $3.3M |
| Ruffer LLP | 0.14% | New | 68,063 | $3.1M |
| Ballast Asset Management, LP | 1.45% | Reduce -3.2% | 66,605 | $3.1M |
| Lighthouse Investment Partners, LLC | 0.10% | New | 66,139 | $3.0M |
| Tectonic Advisors LLC | 0.16% | Add +327.8% | 64,882 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -30.9% | 64,649 | $3.0M |
| Gsa Capital Partners LLP | 0.25% | Add +50.4% | 62,139 | $2.9M |
| Legacy Capital Wealth Partners, LLC | 0.61% | Reduce -0.1% | 61,794 | $2.8M |
| Palisade Capital Management, LP | 0.09% | Reduce -8.1% | 61,099 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -31.7% | 60,206 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.7% | 59,552 | $2.7M |
| SG Americas Securities, LLC | 0.00% | Add +109.9% | 57,608 | $2.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.10% | No change | 57,500 | $2.6M |
| De Lisle Partners LLP | 0.32% | No change | 54,000 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.5% | 53,051 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 52,796 | $2.4M |
| Hussman Strategic Advisors, Inc. | 0.58% | Add +25.0% | 52,500 | $2.4M |
| Creative Planning | 0.00% | Add +107.6% | 52,398 | $2.4M |
| Empowered Funds, LLC | 0.04% | Reduce -45.1% | 51,946 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.9% | 51,749 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +17.7% | 50,160 | $2.3M |
| Oliver Luxxe Assets LLC | 0.34% | New | 49,178 | $2.3M |
| Cardinal Capital Management | 0.30% | Add +0.6% | 48,979 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.4% | 48,706 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -0.1% | 48,328 | $2.2M |
| Money Concepts Capital Corp. | 0.12% | Reduce -9.5% | 48,289 | $2.2M |
| Janus Henderson Group PLC | 0.00% | No change | 48,087 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Add +39.5% | 47,437 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.0% | 47,201 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -66.2% | 44,733 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -2.9% | 44,555 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -9.9% | 44,066 | $2.0M |
| Caprock Group, LLC | 0.04% | Reduce -6.2% | 43,745 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.0% | 43,671 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +52.7% | 43,122 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -1.5% | 42,880 | $2.0M |
| Nitor Capital Management LLC | 1.72% | — | 42,125 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 40,233 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.7% | 41,444 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 41,430 | $1.9M |
| Naviter Wealth, LLC | 0.25% | No change | 41,319 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Add +1.0% | 40,914 | $1.9M |
| Dark Forest Capital Management LP | 0.08% | Add +209.6% | 38,674 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.8% | 38,261 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.0% | 37,973 | $1.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +151.6% | 37,272 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.1% | 36,954 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +25.2% | 36,915 | $1.7M |
| Stephens Inc. | 0.02% | Add +2.1% | 36,180 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +14.5% | 35,896 | $1.7M |
| Belleair Asset Management, LLC | 1.57% | — | 35,850 | $1.6M |
| Axq Capital, LP | 0.37% | Add +128.6% | 35,220 | $1.6M |
| Comerica Bank | 0.01% | Add +1.2% | 35,023 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,008 | $1.6M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -35.9% | 34,148 | $1.6M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.8% | 33,994 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.8% | 32,693 | $1.6M |
| Aviance Capital Partners, LLC | 0.18% | Reduce -1.4% | 33,482 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -18.0% | 33,080 | $1.5M |
| TMB Capital Partners, LLC | 0.52% | — | 32,901 | $1.5M |
| QSV Equity Investors LLC | 2.23% | Reduce -28.6% | 32,827 | $1.5M |
| Weiss Asset Management LP | 0.03% | New | 31,824 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +160.3% | 31,496 | $1.5M |
| Greenfield Seitz Capital Management, LLC | 0.47% | Reduce -1.5% | 31,219 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -18.1% | 31,034 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.7% | 30,100 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -6.1% | 29,876 | $1.4M |
| Greenwood Gearhart LLC | 0.08% | Reduce -1.6% | 29,699 | $1.4M |
| Aquatic Capital Management LLC | 0.04% | Add +116.8% | 29,641 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -92.6% | 29,344 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.7% | 29,300 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +32.4% | 29,045 | $1.3M |
| Palogic Value Management, L.P. | 0.55% | Add +83.3% | 27,500 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.5% | 27,266 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -27.1% | 26,821 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 26,496 | $1.2M |
| Parrish Capital LLC | 1.10% | — | 26,486 | $1.2M |
| Bank of Nova Scotia | 0.00% | Reduce -7.0% | 26,276 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 26,206 | $1.2M |
| Commerce Bank | 0.01% | Reduce -5.7% | 25,563 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 25,325 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -73.4% | 25,099 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 25,012 | $1.2M |
| Legato Capital Management LLC | 0.10% | New | 24,679 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.0% | 23,851 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 23,690 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 23,459 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +5.7% | 23,404 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 23,290 | $1.1M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +133.0% | 22,964 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -78.9% | 22,587 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 22,500 | $1.0M |
| Occudo Quantitative Strategies LP | 0.07% | Add +94.0% | 21,791 | $1.0M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -78.5% | 21,737 | $1.0M |
| Wincap Financial LLC | 0.68% | Add +2.5% | 21,666 | $997K |
| Simmons Bank | 0.07% | No change | 21,574 | $993K |
| Caxton Associates LLP | 0.02% | Reduce -44.6% | 21,509 | $990K |
| Harbor Advisors LLC | 0.15% | No change | 21,455 | $987K |
| Virtu Financial LLC | 0.04% | New | 21,395 | $985K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.9% | 21,144 | $973K |
| Burney Co./ | 0.03% | Reduce -6.3% | 20,541 | $945K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.2% | 20,502 | $944K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.1% | 20,421 | $940K |
| Freestone Grove Partners LP | 0.01% | Add +351.9% | 20,365 | $937K |
| Truist Financial Corp. | 0.00% | Add +7.6% | 19,807 | $912K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +14.4% | 19,562 | $900K |
| HighTower Advisors, LLC | 0.00% | Add +146.1% | 19,332 | $890K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.7% | 18,892 | $869K |
| DRW Securities, LLC | 0.07% | Add +168.2% | 18,843 | $867K |
| Evolve Private Wealth, LLC | 0.05% | — | 18,814 | $866K |
| BTC Capital Management, Inc. | 0.06% | Add +5.3% | 18,632 | $858K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +113.2% | 18,071 | $832K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -97.0% | 17,911 | $824K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +55.1% | 17,571 | $809K |
| Aviso Financial Inc. | 0.03% | Add +0.1% | 17,542 | $807K |
| Atria Investments, Inc | 0.01% | Add +37.5% | 17,497 | $805K |
| IMC-Chicago, LLC | 0.01% | New | 17,474 | $804K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.0% | 17,166 | $790K |
| Teacher Retirement System of Texas | 0.00% | Reduce -41.2% | 16,990 | $782K |
| Tidal Investments LLC | 0.00% | Reduce -17.7% | 16,954 | $780K |
| M&T Bank Corp | 0.00% | Add +62.9% | 16,685 | $768K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.6% | 16,383 | $754K |
| Financial Management, Inc. | 0.70% | — | 15,975 | $735K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 14,738 | $734K |
| Burford Brothers, Inc. | 0.30% | Add +21.4% | 15,884 | $731K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.0% | 15,365 | $706K |
| Unison Advisors LLC | 0.06% | Add +0.9% | 15,242 | $701K |
| denkapparat Operations GmbH | 0.38% | No change | 15,170 | $698K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -87.0% | 15,422 | $687K |
| Naples Global Advisors, LLC | 0.05% | Reduce -1.1% | 14,770 | $680K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -6.2% | 14,743 | $678K |
| Natixis Advisors, LLC | 0.00% | Reduce -61.3% | 14,601 | $672K |
| CSS LLC | 0.11% | No change | 14,527 | $669K |
| Evergreen Capital Management LLC | 0.01% | Add +143.1% | 14,241 | $655K |
| Capital Fund Management S.A. | 0.01% | New | 14,059 | $647K |
| Graham Capital Management, L.P. | 0.03% | Reduce -4.0% | 13,693 | $630K |
| Davis Investment Partners, LLC | 0.22% | No change | 13,392 | $630K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -9.2% | 13,551 | $624K |
| Xponance LLC | 0.00% | Reduce -13.3% | 12,834 | $591K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.8% | 12,767 | $588K |
| Pacer Advisors, Inc. | 0.00% | Reduce -37.8% | 12,661 | $583K |
| Mach-1 Financial Group, LLC | 0.12% | New | 12,645 | $582K |
| Gilliland Jeter Wealth Management LLC | 0.18% | Add +0.1% | 12,607 | $580K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -20.5% | 12,090 | $556K |
| Militia Capital Partners, LP | 0.21% | New | 12,000 | $552K |
| Kera Capital Partners, Inc. | 0.07% | Add +2.1% | 11,336 | $539K |
| FMR LLC | 0.00% | Add +11.1% | 11,543 | $531K |
| Inceptionr LLC | 0.14% | Add +169.3% | 11,285 | $519K |
| Burns Matteson Capital Management, LLC | 0.21% | New | 11,113 | $511K |
| Merit Financial Group, LLC | 0.00% | Reduce -7.8% | 11,080 | $510K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.0% | 11,079 | $510K |
| Senvest Management, LLC | 0.02% | New | 11,000 | $506K |
| Arkansas Financial Group, Inc. | 0.07% | No change | 10,989 | $506K |
| Benjamin Edwards Inc. | 0.01% | Add +5.6% | 10,982 | $506K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | No change | 10,920 | $503K |
| Agp Franklin, LLC | 0.24% | No change | 10,911 | $502K |
| Park Avenue Securities LLC | 0.00% | Add +6.1% | 10,776 | $496K |
| Voya Investment Management LLC | 0.00% | Reduce -0.5% | 10,719 | $493K |
| Entropy Technologies, LP | 0.03% | Reduce -23.2% | 10,694 | $492K |
| Choreo, LLC | 0.01% | Reduce -18.0% | 10,415 | $485K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 10,523 | $484K |
| Groesbeck Investment Management Corp. | 0.91% | Add +0.2% | 10,483 | $482K |
| Deutsche Bank AG | 0.00% | Reduce -72.2% | 10,333 | $476K |
| Syon Capital LLC | 0.02% | Reduce -27.8% | 10,221 | $470K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.1% | 10,115 | $465K |
| EP Wealth Advisors, LLC | 0.00% | — | 9,871 | $454K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,839 | $453K |
| Emerald Mutual Fund Advisers Trust | 0.02% | No change | 9,842 | $453K |
| Twinbeech Capital LP | 0.03% | Add +0.9% | 9,742 | $448K |
| Mustard Seed Financial, LLC | 0.28% | Reduce -5.6% | 9,612 | $442K |
| Cynosure Group, LLC | 0.04% | New | 9,448 | $435K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -25.3% | 9,166 | $422K |
| Nomura Asset Management International Inc. | 0.00% | — | 8,880 | $409K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 8,830 | $406K |
| WINTON GROUP Ltd | 0.01% | New | 8,703 | $401K |
| Mariner, LLC | 0.00% | Reduce -90.4% | 8,775 | $400K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +156.0% | 8,684 | $400K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 8,497 | $391K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 8,467 | $390K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.5% | 8,246 | $379K |
| Glenmede Trust Co. NA | 0.00% | — | 8,144 | $375K |
| Sagewood Asset Management LP | 0.13% | — | 7,956 | $366K |
| Inscription Capital, LLC | 0.04% | Reduce -53.8% | 7,865 | $362K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +16.4% | 7,789 | $358K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,770 | $358K |
| Vestcor Inc | 0.01% | No change | 7,742 | $356K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.9% | 7,700 | $354K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.0% | 7,694 | $354K |
| Walleye Capital LLC | 0.00% | Add +195.8% | 7,684 | $354K |
| Versant Capital Management, Inc | 0.04% | Add +13.8% | 7,505 | $345K |
| Integrated Advisors Network LLC | 0.02% | Reduce -84.6% | 7,474 | $344K |
| Advisors Capital Management, LLC | 0.00% | No change | 7,355 | $338K |
| Mma Asset Management LLC | 0.12% | No change | 7,083 | $326K |
| Oxford Asset Management LLP | 0.11% | New | 7,039 | $324K |
| Lathrop Investment Management Co. | 0.06% | Add +9.2% | 6,841 | $315K |
| Regions Financial Corp. | 0.00% | Reduce -18.3% | 6,784 | $312K |
| &partners | 0.00% | Add +8.1% | 6,787 | $312K |
| National Bank of Canada | 0.00% | Add +307.1% | 6,753 | $311K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.5% | 6,635 | $305K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -29.9% | 6,630 | $305K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 6,508 | $300K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.2% | 6,481 | $298K |
| Legacy Capital Group California, Inc. | 0.07% | Add +0.9% | 6,427 | $296K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +4.5% | 6,403 | $295K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.7% | 6,350 | $292K |
| Sterling Capital Management LLC | 0.00% | Reduce -52.0% | 6,313 | $291K |
| Sigma Planning Corp | 0.01% | Add +12.8% | 6,291 | $290K |
| Prelude Capital Management, LLC | 0.02% | Add +30.9% | 6,108 | $281K |
| Callan Family Office, LLC | 0.01% | Add +2.4% | 6,071 | $279K |
| Aster Capital Management (DIFC) Ltd | 0.12% | New | 5,939 | $273K |
| Forum Financial Management, LP | 0.00% | No change | 5,902 | $272K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 5,866 | $270K |
| Millennium Capital Advisors, LLC | 0.16% | Reduce -17.9% | 5,864 | $270K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -75.2% | 5,743 | $264K |
| Gotham Asset Management | 0.00% | Reduce -2.6% | 5,700 | $262K |
| Rockefeller Capital Management L.P. | 0.00% | Add +133.4% | 5,692 | $262K |
| Utah Retirement Systems | 0.00% | No change | 5,641 | $260K |
| Bank of Nova Scotia Trust Co. | 0.02% | New | 5,569 | $256K |
| Quadrant Capital Group LLC | 0.01% | Add +4.2% | 5,446 | $251K |
| GAMMA Investing LLC | 0.01% | Reduce -2.8% | 5,397 | $248K |
| Puzo Michael J | 0.07% | No change | 5,390 | $248K |
| Arcus Capital Partners, LLC | 0.09% | New | 5,372 | $247K |
| MQS Management LLC | 0.14% | New | 5,243 | $241K |
| nVerses Capital, LLC | 0.54% | — | 5,234 | $241K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +10.6% | 5,200 | $239K |
| HUB Investment Partners, LLC | 0.01% | Reduce -10.3% | 5,173 | $238K |
| Stevens Capital Management LP | 0.08% | Reduce -8.9% | 5,174 | $238K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -38.2% | 5,169 | $238K |
| Forefront Wealth Partners, LLC | 0.11% | Add +0.5% | 5,136 | $236K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 5,077 | $234K |
| BlackDiamond Wealth Management, LLC | 0.11% | Add +0.9% | 4,482 | $230K |
| Maryland State Retirement & Pension System | 0.00% | No change | 4,967 | $229K |
| Voleon Capital Management LP | 0.00% | New | 4,944 | $228K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -21.3% | 4,925 | $227K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.1% | 4,834 | $222K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Reduce -8.8% | 4,798 | $221K |
| US Bancorp \de | 0.00% | Add +0.2% | 4,778 | $220K |
| Paragon Capital Management Ltd | 0.04% | Add +1.0% | 4,773 | $220K |
| EMC Capital Management | 0.10% | Reduce -15.0% | 4,722 | $217K |
| Profund Advisors LLC | 0.01% | Add +3.8% | 4,641 | $214K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 4,520 | $208K |
| Jones Financial Companies LLLP | 0.00% | Add +69.0% | 4,481 | $206K |
| Wedmont Private Capital | 0.01% | Add +4.9% | 4,355 | $205K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -8.3% | 4,411 | $203K |
| State of Wyoming | 0.02% | Add +79.6% | 4,372 | $201K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,354 | $200K |
| Savant Capital, LLC | 0.00% | Reduce -7.9% | 4,350 | $200K |
| First Horizon Corp. | 0.01% | No change | 4,151 | $191K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 3,917 | $180K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.2% | 3,789 | $174K |
| American National Bank & Trust | 0.02% | Reduce -55.8% | 3,620 | $167K |
| Smartleaf Asset Management LLC | 0.01% | Add +563.7% | 3,564 | $166K |
| KBC Group NV | 0.00% | No change | 3,298 | $152K |
| Inspire Investing, LLC | 0.01% | New | 3,207 | $148K |
| STRS Ohio | 0.00% | Add +0.2% | 2,556 | $118K |
| Global Retirement Partners, LLC | 0.00% | Add +2021.0% | 2,524 | $116K |
| American Wealth Advisors, LLC | 0.11% | Add +1.0% | 2,507 | $115K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.6% | 2,096 | $96K |
| Signaturefd, LLC | 0.00% | Reduce -2.7% | 1,868 | $86K |
| Redmont Wealth Advisors LLC | 0.12% | Reduce -87.3% | 1,748 | $80K |
| Covestor Ltd | 0.04% | Reduce -0.8% | 1,729 | $80K |
| UMB Bank, n.a. | 0.00% | Add +25.8% | 1,627 | $75K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +46.2% | 1,616 | $74K |
| Hantz Financial Services, Inc. | 0.00% | Add +36.6% | 1,582 | $73K |
| Larson Financial Group LLC | 0.00% | Add +1376.0% | 1,535 | $71K |
| Reyes Financial Architecture, Inc. | 0.04% | Reduce -0.8% | 1,439 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +14.2% | 1,427 | $66K |
| TCTC Holdings, LLC | 0.00% | No change | 1,400 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.9% | 1,387 | $64K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,370 | $63K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +218.9% | 1,365 | $63K |
| Lanark Financial, Inc. | 0.00% | Add +222.8% | 1,291 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -14.2% | 1,118 | $51K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 1,095 | $50K |
| Atlas Capital Advisors Inc. | 0.01% | — | 1,020 | $47K |
| Acadian Asset Management LLC | 0.00% | Reduce -93.6% | 1,006 | $46K |
| Arax Advisory Partners | 0.00% | Reduce -94.4% | 978 | $45K |
| Copeland Capital Management, LLC | 0.00% | Reduce -28.4% | 977 | $45K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -3.8% | 976 | $45K |
| Essential Partners LLC | 0.01% | Reduce -47.1% | 953 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 930 | $43K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +111.2% | 830 | $38K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 825 | $38K |
| Signature Equity Partners, LLC | 0.02% | — | 818 | $38K |
| TD Private Client Wealth LLC | 0.00% | No change | 786 | $36K |
| Toronto Dominion Bank | 0.00% | Add +7.6% | 782 | $36K |
| Group One Trading LLC | 0.00% | Reduce -93.1% | 780 | $36K |
| MCF Advisors LLC | 0.00% | No change | 778 | $36K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 775 | $36K |
| Bayforest Capital Ltd | 0.03% | Add +100.5% | 766 | $35K |
| Bare Financial Services, Inc | 0.01% | No change | 742 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Add +25.5% | 739 | $34K |
| CX Institutional | 0.00% | Add +3.6% | 725 | $33K |
| Danske Bank A/S | 0.00% | Reduce -96.8% | 700 | $32K |
| Quent Capital, LLC | 0.00% | Reduce -6.2% | 649 | $30K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 638 | $29K |
| Investors Research Corp | 0.01% | No change | 600 | $28K |
| Assetmark, Inc. | 0.00% | Reduce -79.3% | 586 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -54.1% | 564 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -79.1% | 556 | $26K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.1% | 555 | $26K |
| Root Financial Partners, LLC | 0.00% | Add +2.6% | 551 | $25K |
| V-Square Quantitative Management LLC | 0.00% | New | 543 | $25K |
| Clearstead Advisors, LLC | 0.00% | Reduce -51.3% | 540 | $25K |
| Highline Wealth Partners LLC | 0.01% | Reduce -3.1% | 524 | $24K |
| Ancora Advisors LLC | 0.00% | New | 518 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $23K |
| Private Trust Co. NA | 0.00% | Reduce -32.5% | 474 | $22K |
| CoreCap Advisors, LLC | 0.00% | Add +72.1% | 463 | $21K |
| Key Financial Inc | 0.00% | No change | 410 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $18K |
| Team Financial Group, LLC | 0.01% | Add +1.1% | 383 | $18K |
| Bessemer Group Inc. | 0.00% | No change | 348 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 341 | $16K |
| Allworth Financial LP | 0.00% | Reduce -11.5% | 301 | $14K |
| Optima Capital LLC | 0.01% | New | 286 | $13K |
| Maseco LLP | 0.00% | Add +1.1% | 279 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 278 | $13K |
| Rossby Financial, LCC | 0.00% | New | 265 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +168.4% | 263 | $12K |
| Clark Wealth Partners | 0.01% | No change | 261 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +159.1% | 228 | $10K |
| Quarry LP | 0.00% | Reduce -91.0% | 227 | $10K |
| DV Trading LLC | 0.00% | — | 200 | $9K |
| True Wealth Design, LLC | 0.00% | Reduce -66.5% | 190 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 186 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -72.2% | 185 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -36.6% | 182 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.6% | 177 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 168 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 159 | $7K |
| Elyxium Wealth, LLC | 0.00% | New | 138 | $6K |
| Huntington National Bank | 0.00% | No change | 133 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 120 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 115 | $5K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 110 | $5K |
| Sawyer & Company, Inc | 0.00% | New | 100 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -76.0% | 77 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 75 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 71 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +105.9% | 70 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 70 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 69 | $3K |
| ORG Partners LLC | 0.00% | New | 60 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 58 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 58 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 51 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 48 | $2K |
| LRI Investments, LLC | 0.00% | Reduce -70.3% | 46 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 40 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | — | 40 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 40 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 35 | $2K |
| Westfuller Advisors, LLC | 0.00% | Add +3.3% | 31 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 30 | $1K |
| MidFirst Bank | 0.00% | — | 29 | $1K |
| NFSG Corp | 0.00% | No change | 27 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.0% | 24 | $1K |
| Avion Wealth | 0.00% | No change | 39 | $1K |
| Rothschild Investment LLC | 0.00% | New | 19 | $874 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -98.2% | 17 | $783 |
| Caitlin John, LLC | 0.00% | Reduce -99.8% | 17 | $782 |
| SouthState Bank Corp | 0.00% | No change | 15 | $691 |
| Cromwell Holdings LLC | 0.00% | No change | 15 | $690 |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 14 | $645 |
| Torren Management, LLC | 0.00% | — | 14 | $632 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $552 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -65.5% | 10 | $473 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $415 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 4 | $184 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $139 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -81.3% | 3 | $138 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $112 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $92 |
| Kilter Group LLC | 0.00% | New | 1 | $47 |
| Coston, McIsaac & Partners | 0.00% | Add +110.0% | 21 | $0 |
"% of holder's portfolio" is OZK's weight in each manager's 13F, not the share of Bank Ozk the manager owns.