Bank OzkOZK
13F holders, Q2 2026 (June 30)529holders +27
77new positions
52sold out
11famous investors
$52.18avg. 13F price*
At the end of Q2 2026, 529 institutions reported holding Bank Ozk (OZK) in their 13F filings, up 27 from Q1 2026. 77 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($559.4M), Dimensional Fund Advisors LP ($348.0M) and State Street Corp. ($316.5M). 11 famous investors held it, including Bruce Berkowitz (3.2% of Fairholme Capital Management's portfolio), Francois Rochon (2.1% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $61.2M |
| Exits | 52 | $35.9M |
All 13F filers, Q1 2026 → Q2 2026: 8,303,785 shares bought and 8,466,629 shares sold, net −162,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 10,739,401 | $559.4M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.8% | 6,681,155 | $348.0M |
| State Street Corp. | 0.01% | Reduce -1.0% | 6,076,462 | $316.5M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -2.9% | 5,199,115 | $270.8M |
| Vanguard Capital Management LLC | 0.01% | Add +1.0% | 4,733,512 | $246.6M |
| Wasatch Advisors LP | 1.60% | Reduce -23.4% | 4,695,376 | $244.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +6.8% | 4,103,828 | $213.8M |
| American Century Companies Inc. | 0.08% | Add +9.3% | 3,674,397 | $191.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 3,282,071 | $184.0M |
| AQR Capital Management | 0.06% | Add +103.4% | 3,274,181 | $169.6M |
| First Trust Advisors LP | 0.09% | Add +0.0% | 3,037,125 | $158.2M |
| Captrust Financial Advisors | 0.21% | Add +10.8% | 2,570,708 | $133.9M |
| Van Berkom & Associates Inc. | 2.69% | Reduce -7.0% | 1,604,567 | $83.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +68.4% | 1,575,317 | $82.1M |
| Norges Bank | 0.01% | — | 1,570,873 | $81.8M |
| Two Sigma Investments, LP | 0.05% | Add +50.8% | 1,330,867 | $69.3M |
| Quantinno Capital Management LP | 0.08% | Add +42.8% | 1,327,775 | $69.2M |
| Bank of New York Mellon Corp | 0.01% | Add +7.0% | 1,217,324 | $63.4M |
| Giverny Capital | 2.10% | Reduce -2.7% | 1,198,116 | $62.4M |
| D. E. Shaw & Co. | 0.04% | Add +13.2% | 1,165,435 | $60.7M |
| Morgan Stanley | 0.00% | Reduce -18.4% | 1,120,435 | $58.4M |
| Invesco Ltd. | 0.00% | Add +2.3% | 1,005,215 | $52.4M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 955,993 | $49.8M |
| Millennium Management | 0.03% | Add +2.5% | 932,160 | $48.6M |
| Fairholme Capital Management | 3.22% | No change | 921,252 | $48.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +46.4% | 860,817 | $44.8M |
| Tudor Investment Corporation | 0.17% | Add +21.5% | 810,073 | $42.2M |
| Renaissance Technologies | 0.06% | Reduce -14.9% | 781,897 | $40.7M |
| Kennedy Capital Management LLC | 0.61% | Reduce -2.6% | 660,025 | $34.4M |
| Bank of America Corp. | 0.00% | Reduce -15.2% | 656,898 | $34.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 652,319 | $34.0M |
| Voloridge Investment Management, LLC | 0.14% | Reduce -12.5% | 609,347 | $31.7M |
| Newport Trust Company, LLC | 0.07% | Reduce -3.0% | 592,739 | $30.9M |
| UBS Group AG | 0.00% | Add +19.6% | 545,546 | $28.4M |
| ProShare Advisors LLC | 0.04% | Add +1.4% | 545,129 | $28.4M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +35.3% | 521,909 | $27.6M |
| Sei Investments Co. | 0.02% | Reduce -14.9% | 518,824 | $27.0M |
| LSV Asset Management | 0.05% | Reduce -0.9% | 499,100 | $26.0M |
| Twin Lions Management LLC | 19.82% | No change | 485,160 | $25.3M |
| Wellington Management Group LLP | 0.00% | Reduce -34.8% | 470,333 | $24.5M |
| Citigroup Inc. | 0.01% | Add +82.8% | 458,513 | $23.9M |
| LPL Financial LLC | 0.01% | Add +0.9% | 451,390 | $23.5M |
| Citadel Advisors | 0.01% | Reduce -61.8% | 440,728 | $23.0M |
| HRT Financial LP | 0.04% | Add +164.0% | 435,761 | $22.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 341,754 | $17.8M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.2% | 335,972 | $17.5M |
| Franklin Resources Inc. | 0.00% | Add +9.4% | 327,434 | $17.1M |
| Mackenzie Financial Corp. | 0.02% | Reduce -43.2% | 323,129 | $16.8M |
| Algert Global LLC | 0.20% | Reduce -11.3% | 319,312 | $16.6M |
| Rhumbline Advisers | 0.01% | Reduce -6.6% | 303,917 | $15.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.0% | 297,669 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 289,468 | $15.2M |
| Cabot Wealth Management Inc. | 1.53% | Reduce -1.9% | 289,305 | $15.1M |
| Bridgewater Associates | 0.06% | Add +1.6% | 287,790 | $15.0M |
| Earnest Partners LLC | 0.05% | Reduce -0.2% | 287,583 | $15.0M |
| Jump Financial, LLC | 0.14% | Add +174.3% | 281,488 | $14.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -29.8% | 278,961 | $14.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.11% | Add +4.0% | 269,495 | $14.0M |
| Public Sector Pension Investment Board | 0.04% | Reduce -2.8% | 268,064 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 266,877 | $13.9M |
| Rice Hall James & Associates, LLC | 0.66% | Reduce -0.1% | 259,433 | $13.5M |
| Ranger Investment Management, L.P. | 0.84% | Reduce -6.4% | 254,180 | $13.2M |
| Weybosset Research & Management LLC | 3.31% | Add +1.2% | 242,266 | $12.6M |
| Clearbridge Investments, LLC | 0.01% | Add +1.2% | 241,930 | $12.6M |
| Point72 Asset Management | 0.02% | Add +8.0% | 239,299 | $12.5M |
| California Public Employees Retirement System | 0.01% | Add +2.7% | 237,875 | $12.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.6% | 233,693 | $12.2M |
| Barclays PLC | 0.00% | Reduce -6.0% | 231,583 | $12.1M |
| Trexquant Investment LP | 0.07% | New | 226,299 | $11.8M |
| Hodges Capital Management Inc. | 0.77% | Reduce -11.4% | 222,823 | $11.6M |
| Fideuram Asset Management (Ireland) dac | 0.22% | New | 240,786 | $11.6M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 210,433 | $11.0M |
| Quantbot Technologies LP | 0.43% | Reduce -23.1% | 210,162 | $10.9M |
| Numerai GP LLC | 0.87% | Add +25.5% | 203,437 | $10.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.06% | Reduce -8.6% | 190,934 | $9.9M |
| Mariner, LLC | 0.01% | Add +535.5% | 184,930 | $9.6M |
| Corient Private Wealth LP | 0.01% | Add +12.0% | 182,738 | $9.5M |
| Congress Asset Management Co. | 0.06% | Add +60.9% | 174,690 | $9.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +84.4% | 169,505 | $8.8M |
| CI Investments Inc. | 0.03% | Reduce -8.1% | 163,780 | $8.5M |
| Nuveen, LLC | 0.00% | Add +8.4% | 160,379 | $8.4M |
| Vest Financial, LLC | 0.08% | Add +3.2% | 151,117 | $7.9M |
| QV Investors Inc. | 0.57% | Reduce -2.3% | 142,060 | $7.4M |
| Hudson Bay Capital Management LP | 0.04% | No change | 140,614 | $7.3M |
| Alliancebernstein L.P. | 0.00% | Add +23.3% | 159,249 | $7.3M |
| ExodusPoint Capital Management, LP | 0.07% | Add +174.5% | 138,823 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.9% | 137,863 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -39.9% | 135,929 | $7.1M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 135,322 | $7.0M |
| MAI Capital Management | 0.03% | Add +55.6% | 131,906 | $6.9M |
| Gsa Capital Partners LLP | 0.43% | Reduce -4.1% | 129,863 | $6.8M |
| Man Group plc | 0.01% | Reduce -41.3% | 123,981 | $6.5M |
| California State Teachers Retirement System | 0.01% | Reduce -8.5% | 121,883 | $6.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 118,329 | $6.2M |
| Cerity Partners LLC | 0.01% | Add +187.0% | 114,604 | $6.0M |
| Squarepoint Ops LLC | 0.01% | Add +18.4% | 110,354 | $5.7M |
| South Dakota Investment Council | 0.10% | No change | 109,510 | $5.7M |
| Focus Partners Wealth | 0.01% | Reduce -33.5% | 106,894 | $5.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.6% | 106,743 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.2% | 106,645 | $5.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +14.7% | 106,571 | $5.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -16.6% | 106,134 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 102,567 | $5.3M |
| TCW Group Inc. | 0.04% | Add +12.9% | 101,277 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.6% | 98,539 | $5.1M |
| FIL Ltd | 0.00% | Add +27.4% | 89,169 | $4.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.8% | 89,047 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.1% | 85,750 | $4.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.4% | 82,675 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | New | 82,416 | $4.3M |
| Villanova Investment Management Co LLC | 4.03% | Reduce -11.5% | 81,606 | $4.3M |
| Horrell Capital Management, Inc. | 1.93% | Reduce -9.8% | 80,866 | $4.2M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -18.0% | 79,862 | $4.2M |
| Jefferies Financial Group Inc. | 0.04% | New | 79,200 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +19.1% | 76,829 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 74,759 | $3.9M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -0.4% | 74,670 | $3.9M |
| Lighthouse Investment Partners, LLC | 0.12% | Add +13.0% | 72,212 | $3.8M |
| Nitor Capital Management LLC | 2.54% | Add +1.9% | 72,095 | $3.8M |
| Ballast Asset Management, LP | 1.49% | Reduce -0.9% | 71,665 | $3.7M |
| Creative Planning | 0.00% | Add +77.3% | 70,595 | $3.7M |
| Moody Aldrich Partners LLC | 0.65% | Reduce -17.0% | 69,648 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +181.3% | 79,703 | $3.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +227.7% | 68,233 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -35.4% | 68,205 | $3.6M |
| Fieldview Capital Management, LLC | 1.01% | Add +64.8% | 67,864 | $3.5M |
| Inspire Advisors, LLC | 0.24% | Reduce -12.4% | 66,480 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.7% | 64,380 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.9% | 64,154 | $3.3M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -36.1% | 63,497 | $3.3M |
| SummitTX Capital, L.P. | 0.09% | Add +4.0% | 63,305 | $3.3M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.11% | No change | 63,200 | $3.3M |
| Hussman Strategic Advisors, Inc. | 0.76% | New | 63,000 | $3.3M |
| Empowered Funds, LLC | 0.02% | Add +5.4% | 62,902 | $3.3M |
| Legacy Capital Wealth Partners, LLC | 0.62% | Add +0.2% | 61,874 | $3.2M |
| Capital Fund Management S.A. | 0.02% | New | 55,929 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -29.2% | 55,512 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -39.9% | 55,483 | $2.9M |
| Baird Financial Group, Inc. | 0.00% | Add +16.1% | 54,025 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +10.9% | 53,787 | $2.8M |
| Freestone Grove Partners LP | 0.02% | Reduce -6.5% | 53,738 | $2.8M |
| Naviter Wealth, LLC | 0.25% | No change | 53,704 | $2.8M |
| Cardinal Capital Management | 0.32% | Add +0.7% | 51,317 | $2.7M |
| Money Concepts Capital Corp. | 0.12% | Add +3.5% | 50,860 | $2.6M |
| Picton Mahoney Asset Management | 0.02% | New | 49,411 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.3% | 49,408 | $2.6M |
| Jupiter Topco LLC | 0.00% | — | 48,087 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 47,859 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -31.5% | 47,622 | $2.5M |
| Neo Ivy Capital Management | 0.57% | Add +21.9% | 47,185 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -5.0% | 45,426 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 45,236 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -4.7% | 44,994 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +15.8% | 44,702 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -8.2% | 44,706 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 43,759 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +41.1% | 43,012 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.6% | 42,346 | $2.2M |
| Nomura Asset Management International Inc. | 0.00% | Add +5.2% | 41,900 | $2.2M |
| Sowell Financial Services LLC | 0.07% | Add +5.3% | 41,768 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.0% | 41,694 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +21.6% | 41,441 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -8.6% | 40,448 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 39,522 | $2.1M |
| Oak Thistle LLC | 0.19% | New | 38,610 | $2.0M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -58.1% | 38,168 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -4.2% | 38,096 | $2.0M |
| Stephens Inc. | 0.02% | Add +2.1% | 38,033 | $2.0M |
| Tectonic Advisors LLC | 0.09% | Reduce -26.7% | 37,383 | $1.9M |
| Belleair Asset Management, LLC | 1.57% | No change | 35,800 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,008 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +15.8% | 33,719 | $1.8M |
| Caprock Group, LLC | 0.03% | Reduce -1.6% | 33,245 | $1.7M |
| Dark Forest Capital Management LP | 0.11% | New | 32,919 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.8% | 32,889 | $1.7M |
| Caxton Associates LLP | 0.03% | Reduce -3.0% | 32,799 | $1.7M |
| TMB Capital Partners, LLC | 0.53% | Add +0.0% | 32,651 | $1.7M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +143.1% | 32,412 | $1.7M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -11.7% | 31,489 | $1.6M |
| Greenwood Gearhart LLC | 0.08% | Add +6.0% | 31,408 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 30,930 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | No change | 30,800 | $1.6M |
| Fifth Third Bancorp | 0.00% | Reduce -8.8% | 30,673 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +11.5% | 30,011 | $1.6M |
| Militia Capital Management LLC | 0.28% | Add +50.0% | 30,000 | $1.6M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.3% | 30,000 | $1.6M |
| Greenfield Seitz Capital Management, LLC | 0.46% | Reduce -4.5% | 29,827 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.5% | 29,607 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +18.7% | 29,534 | $1.5M |
| Palisade Capital Management, LP | 0.07% | Reduce -21.1% | 29,408 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -2.0% | 28,937 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +87.4% | 28,926 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | No change | 28,725 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.1% | 28,309 | $1.5M |
| Palogic Value Management, L.P. | 0.52% | Reduce -26.5% | 27,546 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 26,939 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.8% | 26,722 | $1.4M |
| Commerce Bank | 0.01% | Reduce -0.3% | 26,483 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Reduce -98.4% | 26,471 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.5% | 26,421 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | Reduce -87.3% | 25,901 | $1.3M |
| Aviance Capital Partners, LLC | 0.14% | Reduce -3.2% | 25,880 | $1.3M |
| Wincap Financial LLC | 0.73% | Add +8.7% | 25,777 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.4% | 24,836 | $1.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -59.7% | 24,827 | $1.3M |
| XTX Topco Ltd | 0.02% | Add +207.6% | 24,724 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.5% | 24,567 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -4.0% | 24,012 | $1.3M |
| Parrish Capital LLC | 1.20% | Reduce -13.0% | 23,916 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 23,506 | $1.2M |
| Cookson Peirce & Co. Inc. | 0.04% | Add +5.3% | 23,110 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.7% | 23,083 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 23,076 | $1.2M |
| Voleon Capital Management LP | 0.02% | Reduce -17.1% | 22,536 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | No change | 22,500 | $1.2M |
| Ridgewood Investments LLC | 0.44% | No change | 22,374 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +5.5% | 22,259 | $1.2M |
| Evolve Private Wealth, LLC | 0.07% | Add +12.1% | 21,906 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -5.6% | 21,653 | $1.1M |
| Simmons Bank | 0.06% | No change | 21,574 | $1.1M |
| Sivia Capital Partners, LLC | 0.14% | New | 21,571 | $1.1M |
| Harbor Advisors LLC | 0.14% | No change | 21,455 | $1.1M |
| Entropy Technologies, LP | 0.04% | Add +98.8% | 21,265 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.5% | 21,244 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -51.7% | 21,128 | $1.1M |
| denkapparat Operations GmbH | 0.35% | No change | 20,776 | $1.1M |
| Fox Run Management, L.L.C. | 0.18% | Add +351.9% | 20,668 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -2.0% | 20,518 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +77.9% | 21,271 | $1.1M |
| Foster & Motley Inc. | 0.05% | Add +60.2% | 20,262 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +86.3% | 19,931 | $1.0M |
| BTC Capital Management, Inc. | 0.06% | Add +1.0% | 19,653 | $1.0M |
| Burford Brothers, Inc. | 0.38% | Reduce -0.3% | 19,624 | $1.0M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -15.4% | 19,620 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -6.9% | 19,489 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Add +135.7% | 19,436 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.3% | 19,335 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.9% | 19,126 | $996K |
| State of Wisconsin Investment Board | 0.00% | Add +82.5% | 19,007 | $990K |
| Amundi | 0.00% | Reduce -47.6% | 18,905 | $985K |
| WINTON GROUP Ltd | 0.03% | Reduce -30.1% | 18,679 | $973K |
| Axq Capital, LP | 0.10% | Reduce -59.3% | 18,539 | $966K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,229 | $950K |
| Naples Global Advisors, LLC | 0.06% | Add +13.8% | 17,938 | $934K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.6% | 17,703 | $922K |
| Engineers Gate Manager LP | 0.01% | Reduce -79.9% | 17,540 | $914K |
| Tidal Investments LLC | 0.00% | Add +5.0% | 17,315 | $902K |
| Bleakley Financial Group, LLC | 0.01% | New | 17,116 | $892K |
| Peninsula Asset Management Inc. | 0.42% | No change | 16,897 | $880K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.2% | 16,778 | $874K |
| Kera Capital Partners, Inc. | 0.08% | Add +22.9% | 16,502 | $860K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.8% | 16,462 | $858K |
| Pacer Advisors, Inc. | 0.00% | Add +34.6% | 16,411 | $855K |
| Mirabella Financial Services LLP | 0.09% | New | 16,347 | $852K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +40.4% | 15,916 | $829K |
| Atria Investments, Inc | 0.01% | Add +5.7% | 15,783 | $822K |
| Stevens Capital Management LP | 0.20% | Add +125.6% | 15,700 | $818K |
| FMR LLC | 0.00% | Add +0.1% | 15,555 | $810K |
| Unison Advisors LLC | 0.06% | Add +0.9% | 15,527 | $809K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.6% | 14,816 | $771K |
| Frec Markets, Inc. | 0.07% | Add +118.6% | 14,756 | $769K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -85.8% | 14,469 | $754K |
| Xponance LLC | 0.00% | Reduce -2.9% | 14,426 | $751K |
| Arax Advisory Partners | 0.01% | Add +624.1% | 14,387 | $749K |
| Vident Advisory, LLC | 0.01% | Reduce -1.8% | 14,300 | $745K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.3% | 14,183 | $739K |
| Walleye Capital LLC | 0.00% | Add +372.0% | 14,169 | $738K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 13,695 | $713K |
| Total Wealth Planning & Management, Inc. | 0.52% | Add +16.3% | 13,671 | $712K |
| Bank of Montreal | 0.00% | Reduce -67.3% | 13,643 | $711K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +0.1% | 13,614 | $709K |
| Burney Co./ | 0.02% | Add +0.6% | 13,470 | $702K |
| Davis Investment Partners, LLC | 0.21% | No change | 13,392 | $698K |
| Rothschild Investment LLC | 0.03% | Add +19222.1% | 13,139 | $684K |
| Guggenheim Capital LLC | 0.00% | Add +143.1% | 12,948 | $674K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 14,738 | $666K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.0% | 12,764 | $665K |
| Gilliland Jeter Wealth Management LLC | 0.17% | Add +0.4% | 12,695 | $661K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +45.0% | 12,677 | $660K |
| EP Wealth Advisors, LLC | 0.00% | Add +31.1% | 12,523 | $652K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -3.7% | 12,382 | $645K |
| Quadrature Capital Ltd | 0.01% | New | 12,242 | $638K |
| HUB Investment Partners, LLC | 0.01% | Add +47.5% | 12,094 | $630K |
| Park Avenue Securities LLC | 0.00% | Add +7.5% | 11,826 | $616K |
| Benjamin Edwards Inc. | 0.01% | Add +1.8% | 11,770 | $613K |
| Alps Advisors Inc. | 0.00% | Add +1.0% | 11,518 | $600K |
| Syon Capital LLC | 0.03% | Add +21.9% | 11,416 | $595K |
| Savant Capital, LLC | 0.00% | Add +53.8% | 11,254 | $587K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | No change | 10,920 | $569K |
| Agp Franklin, LLC | 0.25% | No change | 10,911 | $568K |
| DRW Securities, LLC | 0.03% | New | 10,810 | $563K |
| Sagewood Asset Management LP | 0.13% | Add +88.2% | 10,790 | $562K |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 10,729 | $559K |
| HB Wealth Management, LLC | 0.00% | Add +98.8% | 10,635 | $554K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 10,523 | $548K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.5% | 10,475 | $546K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 10,305 | $537K |
| Groesbeck Investment Management Corp. | 0.85% | Reduce -2.8% | 10,189 | $531K |
| Voya Investment Management LLC | 0.00% | Reduce -3.2% | 10,135 | $528K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,839 | $513K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.5% | 9,632 | $502K |
| Mustard Seed Financial, LLC | 0.26% | No change | 9,612 | $501K |
| Certuity, LLC | 0.02% | Add +48.4% | 9,369 | $488K |
| Choreo, LLC | 0.01% | Add +2.1% | 9,276 | $483K |
| West Family Investments, Inc. | 0.14% | New | 9,176 | $478K |
| &partners | 0.00% | Add +14.1% | 8,861 | $462K |
| Baker Avenue Asset Management, LP | 0.01% | Add +78.2% | 8,749 | $456K |
| M&T Bank Corp | 0.00% | Reduce -43.1% | 8,725 | $454K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.7% | 8,624 | $449K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 8,795 | $441K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 8,467 | $441K |
| Arkansas Financial Group, Inc. | 0.06% | No change | 8,410 | $438K |
| Pallas Capital Advisors LLC | 0.01% | Add +53.5% | 8,398 | $437K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -77.6% | 8,365 | $436K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.3% | 8,169 | $426K |
| Financial Management, Inc. | 0.34% | No change | 8,029 | $418K |
| Aigen Investment Management, LP | 0.11% | Add +53.6% | 7,985 | $416K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,915 | $412K |
| Ieq Capital, LLC | 0.00% | New | 7,871 | $410K |
| Two Sigma Securities, LLC | 0.04% | Reduce -54.5% | 7,822 | $407K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.9% | 7,817 | $407K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +0.9% | 7,775 | $405K |
| Principal Securities, Inc. | 0.00% | Add +48.4% | 7,768 | $405K |
| Sigma Planning Corp | 0.01% | Add +6.6% | 7,671 | $400K |
| Atlas Capital Advisors Inc. | 0.04% | Add +697.0% | 7,659 | $399K |
| Evergreen Capital Management LLC | 0.01% | Reduce -39.5% | 7,600 | $396K |
| Securian Asset Management, Inc. | 0.01% | Reduce -0.9% | 7,523 | $391K |
| Sciencast Management LP | 0.08% | New | 7,448 | $388K |
| Jane Street Group, LLC | 0.00% | Reduce -96.0% | 7,382 | $385K |
| Advisors Capital Management, LLC | 0.00% | No change | 7,340 | $382K |
| Swiss Life Asset Management Ltd | 0.00% | Add +7.6% | 7,334 | $382K |
| Versant Capital Management, Inc | 0.03% | Reduce -1.2% | 7,278 | $379K |
| Brighton Jones LLC | 0.01% | New | 7,122 | $371K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.5% | 6,983 | $364K |
| Lido Advisors, LLC | 0.00% | New | 6,823 | $355K |
| Regions Financial Corp. | 0.00% | Reduce -0.7% | 6,708 | $349K |
| Krilogy Financial LLC | 0.01% | New | 6,685 | $348K |
| Boothbay Fund Management, LLC | 0.01% | New | 6,581 | $343K |
| Integrated Advisors Network LLC | 0.02% | Reduce -21.4% | 6,516 | $339K |
| Lathrop Investment Management Co. | 0.06% | Reduce -6.5% | 6,397 | $333K |
| Walleye Trading LLC | 0.00% | Reduce -26.4% | 6,391 | $333K |
| Abel Hall, LLC | 0.06% | Add +5.2% | 6,350 | $331K |
| Hexagon Capital Partners LLC | 0.05% | Add +1.8% | 6,305 | $328K |
| SG Americas Securities, LLC | 0.00% | Reduce -83.7% | 6,283 | $327K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.1% | 6,203 | $323K |
| Crestwood Advisors Group, LLC | 0.00% | New | 6,202 | $323K |
| Hunter Perkins Capital Management, LLC | 0.07% | Reduce -4.0% | 6,204 | $323K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.0% | 6,180 | $322K |
| GAMMA Investing LLC | 0.01% | Add +17.0% | 6,150 | $320K |
| Callan Family Office, LLC | 0.01% | Add +0.4% | 6,101 | $318K |
| US Bancorp \de | 0.00% | Add +59.1% | 6,012 | $313K |
| Machina Capital S.A.S. | 0.05% | New | 5,966 | $311K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -85.4% | 5,877 | $306K |
| Virtu Financial LLC | 0.01% | New | 5,848 | $305K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,853 | $305K |
| Bank Ozk | 0.09% | Reduce -7.2% | 5,818 | $303K |
| Inscription Capital, LLC | 0.03% | Reduce -23.8% | 5,766 | $300K |
| Gotham Asset Management | 0.00% | Reduce -1.4% | 5,754 | $300K |
| Bull Harbor Capital LLC | 0.06% | New | 5,730 | $298K |
| Millennium Capital Advisors, LLC | 0.16% | Add +0.3% | 5,693 | $297K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 5,464 | $285K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 5,400 | $281K |
| Mgo One Seven LLC | 0.00% | Add +9.0% | 5,385 | $281K |
| Meeder Asset Management Inc. | 0.01% | New | 5,368 | $280K |
| Utah Retirement Systems | 0.00% | Reduce -5.0% | 5,361 | $279K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 5,350 | $279K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.3% | 5,348 | $279K |
| NewEdge Advisors, LLC | 0.00% | Add +724.9% | 5,304 | $276K |
| Snowden Capital Advisors LLC | 0.01% | New | 5,201 | $271K |
| Mendel Capital Management LLC | 0.12% | Add +0.0% | 5,185 | $270K |
| Forefront Wealth Partners, LLC | 0.08% | Add +0.4% | 5,180 | $270K |
| Keybank National Association | 0.00% | New | 5,098 | $266K |
| AlphaCore Capital LLC | 0.00% | New | 5,080 | $265K |
| Waverly Advisors, LLC | 0.00% | New | 5,017 | $261K |
| Maryland State Retirement & Pension System | 0.00% | No change | 4,967 | $259K |
| SYM FINANCIAL Corp | 0.02% | New | 4,942 | $257K |
| Wedmont Private Capital | 0.01% | Add +13.8% | 4,997 | $253K |
| R Squared Ltd | 0.13% | New | 4,625 | $241K |
| Impact Partnership Wealth, LLC | 0.02% | New | 4,617 | $240K |
| Hantz Financial Services, Inc. | 0.00% | Add +76.1% | 4,608 | $240K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Reduce -3.8% | 4,575 | $238K |
| Paragon Capital Management Ltd | 0.04% | Reduce -0.9% | 4,530 | $236K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 4,520 | $235K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -32.5% | 4,519 | $235K |
| Waterloo Capital, L.P. | 0.01% | New | 4,501 | $234K |
| Fulcrum Asset Management LLP | 0.02% | New | 4,535 | $234K |
| Semanteon Capital Management, LP | 1.05% | New | 4,480 | $233K |
| Citizens Financial Group Inc. | 0.00% | New | 4,401 | $229K |
| Optas, LLC | 0.03% | New | 4,330 | $226K |
| BlackDiamond Wealth Management, LLC | 0.09% | Reduce -2.3% | 4,351 | $224K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,233 | $220K |
| First Horizon Corp. | 0.01% | Reduce -0.3% | 4,151 | $216K |
| Parcion Private Wealth LLC | 0.01% | New | 4,148 | $216K |
| Diametric Capital, LP | 0.02% | New | 4,121 | $215K |
| Panagora Asset Management Inc. | 0.00% | Reduce -30.6% | 4,081 | $213K |
| Profund Advisors LLC | 0.01% | New | 3,880 | $202K |
| Titleist Asset Management, LLC | 0.01% | New | 3,875 | $202K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +0.1% | 3,786 | $197K |
| Mather Group, Llc. | 0.00% | No change | 3,503 | $182K |
| Allworth Financial LP | 0.00% | Add +493.2% | 3,494 | $182K |
| Larson Financial Group LLC | 0.00% | Add +57.9% | 3,378 | $176K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -61.6% | 3,356 | $175K |
| KBC Group NV | 0.00% | No change | 3,298 | $172K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 3,214 | $167K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.7% | 3,091 | $161K |
| Covestor Ltd | 0.09% | Reduce -29.0% | 3,109 | $161K |
| Global Retirement Partners, LLC | 0.00% | — | 2,971 | $155K |
| American National Bank & Trust | 0.01% | Reduce -17.0% | 2,922 | $152K |
| State of Wyoming | 0.02% | Reduce -35.9% | 2,918 | $152K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.9% | 2,505 | $130K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +11.6% | 2,255 | $117K |
| STRS Ohio | 0.00% | Reduce -15.2% | 2,166 | $113K |
| Nykredit A/S | 0.00% | — | 1,854 | $97K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 1,767 | $92K |
| IFG Advisory, LLC | 0.00% | New | 1,718 | $89K |
| Essential Partners LLC | 0.04% | Add +541.4% | 1,674 | $87K |
| SJS Investment Consulting Inc. | 0.01% | Add +247.3% | 1,667 | $87K |
| UMB Bank, n.a. | 0.00% | Reduce -0.5% | 1,588 | $83K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -22.3% | 1,586 | $83K |
| Quarry LP | 0.01% | New | 1,362 | $71K |
| Lanark Financial, Inc. | 0.00% | No change | 1,291 | $67K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.4% | 1,280 | $67K |
| Employees Retirement System of Texas | 0.00% | New | 1,222 | $64K |
| Simplex Trading, LLC | 0.00% | New | 1,128 | $59K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 952 | $50K |
| True Wealth Design, LLC | 0.01% | Add +439.8% | 869 | $45K |
| Quent Capital, LLC | 0.00% | Add +22.2% | 793 | $41K |
| Clearstead Advisors, LLC | 0.00% | Add +302.0% | 788 | $41K |
| MCF Advisors LLC | 0.00% | No change | 778 | $41K |
| IFP Advisors, Inc | 0.00% | Add +1307.5% | 746 | $39K |
| Bare Financial Services, Inc | 0.01% | No change | 744 | $39K |
| CX Institutional | 0.00% | Add +0.8% | 720 | $38K |
| Signature Equity Partners, LLC | 0.02% | Reduce -15.3% | 724 | $38K |
| Assetmark, Inc. | 0.00% | Add +3.4% | 700 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -51.1% | 670 | $35K |
| Smartleaf Asset Management LLC | 0.00% | No change | 609 | $31K |
| Investors Research Corp | 0.01% | No change | 600 | $31K |
| V-Square Quantitative Management LLC | 0.00% | No change | 594 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.5% | 572 | $30K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.9% | 565 | $29K |
| Atlatl Advisers LLC | 0.01% | New | 505 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $26K |
| Bessemer Group Inc. | 0.00% | No change | 471 | $24K |
| Highline Wealth Partners LLC | 0.00% | No change | 458 | $24K |
| Private Trust Co. NA | 0.00% | Reduce -11.2% | 421 | $22K |
| National Bank of Canada | 0.00% | Reduce -92.8% | 415 | $22K |
| Key Financial Inc | 0.00% | No change | 410 | $21K |
| Institute for Wealth Management, LLC. | 0.00% | New | 408 | $21K |
| Axiom Investment Management LLC | 0.01% | New | 400 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | New | 391 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -31.5% | 381 | $20K |
| Copeland Capital Management, LLC | 0.00% | Reduce -1.3% | 374 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 341 | $18K |
| Aviso Financial Inc. | 0.00% | Reduce -98.0% | 314 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2.3% | 310 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 273 | $14K |
| Clark Wealth Partners | 0.01% | No change | 261 | $14K |
| WPG Advisers, LLC | 0.01% | Add +17.1% | 246 | $13K |
| Inspire Investing, LLC | 0.00% | Add +7.8% | 234 | $12K |
| Persistent Asset Partners Ltd | 0.00% | New | 228 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 228 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -32.6% | 227 | $12K |
| CVA Family Office, LLC | 0.00% | Add +81.4% | 214 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -21.6% | 211 | $11K |
| Rossby Financial, LCC | 0.00% | Reduce -49.9% | 193 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 186 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +90.7% | 185 | $10K |
| Downshift Financial, LLC | 0.00% | New | 184 | $10K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +56.5% | 180 | $9K |
| Huntington National Bank | 0.00% | Add +28.6% | 171 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 168 | $9K |
| Kemnay Advisory Services Inc. | 0.00% | New | 142 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 139 | $7K |
| LRI Investments, LLC | 0.00% | Add +6.5% | 131 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -26.6% | 130 | $7K |
| Valued Wealth Advisors LLC | 0.00% | New | 121 | $6K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 116 | $6K |
| Ameriflex Group, Inc. | 0.00% | New | 113 | $6K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 110 | $6K |
| Optiver Holding B.V. | 0.00% | New | 109 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 104 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +292.3% | 102 | $5K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 98 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.5% | 84 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.2% | 83 | $4K |
| Lodestone Wealth Management LLC | 0.00% | No change | 75 | $4K |
| 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 |
| Kilter Group LLC | 0.00% | Add +14.3% | 48 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 48 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 47 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.5% | 43 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 42 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +5.1% | 41 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 40 | $2K |
| Avion Wealth | 0.00% | No change | 39 | $2K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 36 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +94.4% | 35 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 30 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -84.4% | 27 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 26 | $1K |
| SouthState Bank Corp | 0.00% | Add +73.3% | 26 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 24 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +37.5% | 22 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +72.7% | 19 | $990 |
| Westfuller Advisors, LLC | 0.00% | No change | 18 | $955 |
| TD Private Client Wealth LLC | 0.00% | No change | 16 | $833 |
| Cromwell Holdings LLC | 0.00% | No change | 15 | $781 |
| Torren Management, LLC | 0.00% | No change | 14 | $729 |
| Horizon Financial Services, LLC | 0.00% | New | 14 | $729 |
| Cornerstone Financial Management LLC | 0.00% | New | 11 | $573 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 10 | $521 |
| Spire Wealth Management | 0.00% | New | 10 | $521 |
| Synergy Investment Management, LLC | 0.00% | New | 9 | $464 |
| Bokf, NA | 0.00% | New | 7 | $365 |
| Harbour Investments, Inc. | 0.00% | No change | 6 | $313 |
| MV Capital Management, Inc. | 0.00% | No change | 5 | $261 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $212 |
| Activest Wealth Management | 0.00% | New | 4 | $208 |
| Caitlin John, LLC | 0.00% | No change | 3 | $156 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $126 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $105 |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 2 | $104 |
| Planning Strategies Inc. | 0.00% | — | 2 | $104 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $52 |
| Navigoe, LLC | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is OZK's weight in each manager's 13F, not the share of Bank Ozk the manager owns.