Burke & Herbert Financial Services Corp.(BHRB)

$72.32—

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Burke & Herbert Financial Services Corp.(BHRB)

NASDAQ

$72.32—

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BHRB(BHRB)

BHRB

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Institutional Ownership

Top 201 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.22M	Jun 30, 26	+235.66K	6.05%
STATE STREET CORP	557.55K	Jun 30, 26	+153.68K	2.77%
ENDEAVOUR CAPITAL ADVISORS INC	459.18K	Jun 30, 26	+153.99K	2.28%
BURKE & HERBERT BANK & TRUST CO	217.74K	Jun 30, 26	-3.93K	1.08%
Bank of New York Mellon Corp	105.13K	Jun 30, 26	+17.00K	0.52%
Verdence Capital Advisors LLC	78.75K	Jun 30, 26	--	0.39%
Russell Investments Group, Ltd.	35.00K	Jun 30, 26	+7.90K	0.17%
Kestra Advisory Services, LLC	31.62K	Jun 30, 26	+31.62K	0.16%
LSV ASSET MANAGEMENT	26.20K	Jun 30, 26	-19.00K	0.13%
Cambridge Investment Research Advisors, Inc.	22.20K	Jun 30, 26	+4.02K	0.11%
FIFTH THIRD BANCORP	21.88K	Jun 30, 26	--	0.11%
John W. Rosenthal Capital Management, Inc.	20.89K	Jun 30, 26	+20.89K	0.10%
SALZHAUER MICHAEL	20.22K	Jun 30, 26	+14.44K	0.10%
CITIGROUP INC	18.19K	Jun 30, 26	+8.19K	0.09%
Quadrature Capital Ltd	17.97K	Jun 30, 26	+10.46K	0.09%
PRINCIPAL FINANCIAL GROUP INC	17.77K	Jun 30, 26	+1.10K	0.09%
DEUTSCHE BANK AG\	15.46K	Jun 30, 26	+2.17K	0.08%
Universal- Beteiligungs- und Servicegesellschaft mbH	15.09K	Jun 30, 26	+359	0.07%
Wealth Management Associates, Inc.	13.37K	Jun 30, 26	+13.37K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12.43K	Jun 30, 26	-918	0.06%
DAVENPORT & Co LLC	12.00K	Jun 30, 26	+3.79K	0.06%
SG Americas Securities, LLC	8.91K	Jun 30, 26	+5.45K	0.04%
J.W. COLE ADVISORS, INC.	8.48K	Jun 30, 26	+8.48K	0.04%
LPL Financial LLC	8.36K	Jun 30, 26	+1.79K	0.04%
Modera Wealth Management, LLC	8.20K	Jun 30, 26	+1.00K	0.04%
ALPS ADVISORS INC	8.08K	Jun 30, 26	+85	0.04%
LifeGuide Financial Advisors, LLC	7.54K	Jun 30, 26	+7.54K	0.04%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	7.37K	Jun 30, 26	-226	0.04%
LS Investment Advisors, LLC	6.86K	Jun 30, 26	+6.86K	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	6.46K	Jun 30, 26	+1.93K	0.03%
Sequoia Financial Advisors, LLC	5.66K	Jun 30, 26	+5.66K	0.03%
FIDELITY D & D BANCORP INC	5.23K	Jun 30, 26	+5.23K	0.03%
Sterling Capital Management LLC	4.83K	Jun 30, 26	+762	0.02%
Arizona State Retirement System	4.58K	Jun 30, 26	+859	0.02%
Police & Firemen's Retirement System of New Jersey	4.41K	Jun 30, 26	+674	0.02%
TRUIST FINANCIAL CORP	4.37K	Jun 30, 26	+4.37K	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	4.13K	Jun 30, 26	+4.13K	0.02%
Bernardo Wealth Planning LLC	3.86K	Jun 30, 26	+3.86K	0.02%
LOWE BROCKENBROUGH & CO INC	3.50K	Jun 30, 26	--	0.02%
Graves Light Lenhart Wealth, Inc.	3.22K	Jun 30, 26	--	0.02%
Pictet Asset Management Holding SA	2.98K	Jun 30, 26	+2.98K	0.01%
Stonebridge Financial Group, LLC	2.82K	Jun 30, 26	+2.82K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.21K	Jun 30, 26	+8	0.01%
FIRST UNITED BANK & TRUST	2.20K	Jun 30, 26	-59	0.01%
STRS OHIO	1.70K	Jun 30, 26	+300	0.01%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1.49K	Jun 30, 26	+1.49K	0.01%
Fortitude Family Office, LLC	885	Jun 30, 26	+2	0.00%
State of Alaska, Department of Revenue	606	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	560	Jun 30, 26	--	0.00%
CITY HOLDING CO	302	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	214	Jun 30, 26	+164	0.00%
EverSource Wealth Advisors, LLC	137	Jun 30, 26	-70	0.00%
IFP Advisors, Inc	129	Jun 30, 26	+10	0.00%
Bare Financial Services, Inc	100	Jun 30, 26	+100	0.00%
GAMMA Investing LLC	78	Jun 30, 26	+12	0.00%
SIGNATUREFD, LLC	55	Jun 30, 26	+26	0.00%
HARBOR CAPITAL ADVISORS, INC.	53	Jun 30, 26	+53	0.00%
Parallel Advisors, LLC	46	Jun 30, 26	+15	0.00%
ROTHSCHILD INVESTMENT LLC	29	Jun 30, 26	-10	0.00%
Covestor Ltd	28	Jun 30, 26	+12	0.00%
True Wealth Design, LLC	23	Jun 30, 26	-1	0.00%
Continuum Advisory, LLC	17	Jun 30, 26	+17	0.00%
Pinnacle Wealth Planning Services, Inc.	17	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	12	Jun 30, 26	+12	0.00%
SBI Securities Co., Ltd.	3	Jun 30, 26	-39	0.00%
SJS Investment Consulting Inc.	1	Jun 30, 26	+1	0.00%
Global Retirement Partners, LLC	1	Jun 30, 26	+1	0.00%
Farther Finance Advisors, LLC	1	Jun 30, 26	-1	0.00%
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-6.01K	--
MOTCO	--	Jun 30, 26	-585	--
Root Financial Partners, LLC	--	Jun 30, 26	-19	--
NTV ASSET MANAGEMENT LLC	--	Jun 30, 26	-4.50K	--
EVERMAY WEALTH MANAGEMENT LLC	--	Jun 30, 26	-185.76K	--
MIRABELLA FINANCIAL SERVICES LLP	--	Jun 30, 26	-6.11K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-185	--
VANGUARD CAPITAL MANAGEMENT LLC	562.22K	Mar 31, 26	+562.22K	2.79%
GEODE CAPITAL MANAGEMENT, LLC	379.64K	Mar 31, 26	+8.94K	1.88%
DIMENSIONAL FUND ADVISORS LP	367.95K	Mar 31, 26	+49.96K	1.83%
AMERICAN CENTURY COMPANIES INC	342.47K	Mar 31, 26	+70.75K	1.70%
HUTCHINSON CAPITAL MANAGEMENT/CA	258.08K	Mar 31, 26	--	1.28%
Fourthstone LLC	246.42K	Mar 31, 26	+173.76K	1.22%
GOLDMAN SACHS GROUP INC	183.13K	Mar 31, 26	+18.87K	0.91%
NORTHERN TRUST CORP	118.70K	Mar 31, 26	+5.82K	0.59%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	110.18K	Mar 31, 26	+705	0.55%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	102.88K	Mar 31, 26	+21.23K	0.51%
MORGAN STANLEY	102.86K	Mar 31, 26	+5.50K	0.51%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	101.64K	Mar 31, 26	-4.00K	0.50%
VANGUARD FIDUCIARY TRUST CO	85.49K	Mar 31, 26	+85.49K	0.42%
Empowered Funds, LLC	67.28K	Mar 31, 26	+21.23K	0.33%
ROYCE & ASSOCIATES LP	59.10K	Mar 31, 26	-893	0.29%
AQR CAPITAL MANAGEMENT LLC	57.43K	Mar 31, 26	-17.12K	0.29%
TWO SIGMA INVESTMENTS, LP	47.28K	Mar 31, 26	+15.32K	0.23%
ALLIANCEBERNSTEIN L.P.	45.42K	Mar 31, 26	+400	0.23%
UBS Group AG	44.16K	Mar 31, 26	+11.01K	0.22%
Pinnacle Holdings, LLC	43.23K	Mar 31, 26	-56	0.21%
MERCER GLOBAL ADVISORS INC /ADV	40.35K	Mar 31, 26	+20.38K	0.20%
JPMORGAN CHASE & CO	38.46K	Mar 31, 26	-17.97K	0.19%
BNP PARIBAS ARBITRAGE, SNC	38.37K	Mar 31, 26	+9.88K	0.19%
BANK OF AMERICA CORP /DE/	32.19K	Mar 31, 26	+13.06K	0.16%
Swiss National Bank	26.60K	Mar 31, 26	--	0.13%
Moors & Cabot, Inc.	25.96K	Mar 31, 26	--	0.13%
FRANKLIN RESOURCES INC	23.68K	Mar 31, 26	+8.72K	0.12%
Nuveen, LLC	21.61K	Mar 31, 26	+1.70K	0.11%
JANE STREET GROUP, LLC	21.38K	Mar 31, 26	+21.38K	0.11%
WELLS FARGO & COMPANY/MN	19.80K	Mar 31, 26	-10.04K	0.10%
D. E. Shaw & Co., Inc.	18.60K	Mar 31, 26	-332	0.09%
UBS ASSET MANAGEMENT AMERICAS INC	18.32K	Mar 31, 26	+152	0.09%
PRICE T ROWE ASSOCIATES INC /MD/	18.12K	Mar 31, 26	+3.25K	0.09%
Invesco Ltd.	17.20K	Mar 31, 26	+810	0.09%
BARCLAYS PLC	15.73K	Mar 31, 26	-12.66K	0.08%
RHUMBLINE ADVISERS	14.69K	Mar 31, 26	-1.10K	0.07%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13.23K	Mar 31, 26	-101	0.07%
Baird Financial Group, Inc.	12.89K	Mar 31, 26	--	0.06%
XTX Topco Ltd	12.75K	Mar 31, 26	+12.75K	0.06%
RAYMOND JAMES FINANCIAL INC	12.40K	Mar 31, 26	+12.40K	0.06%
Man Group plc	11.64K	Mar 31, 26	+11.64K	0.06%
Legal & General Group Plc	11.61K	Mar 31, 26	-2.81K	0.06%
Voleon Capital Management LP	11.13K	Mar 31, 26	-1.09K	0.06%
AMERIPRISE FINANCIAL INC	10.91K	Mar 31, 26	-4.55K	0.05%
HoldCo Asset Management, LP	10.48K	Mar 31, 26	--	0.05%
FIRST TRUST ADVISORS LP	9.90K	Mar 31, 26	+3.97K	0.05%
PHILADELPHIA TRUST CO	9.86K	Mar 31, 26	--	0.05%
VANGUARD ASSET MANAGEMENT, Ltd	9.53K	Mar 31, 26	+9.53K	0.05%
Quantinno Capital Management LP	9.44K	Mar 31, 26	+1.15K	0.05%
Empower Advisory Group, LLC	9.24K	Mar 31, 26	--	0.05%
CITADEL ADVISORS LLC	9.10K	Mar 31, 26	+4.07K	0.05%
Rafferty Asset Management, LLC	8.55K	Mar 31, 26	+2.63K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.49K	Mar 31, 26	+8.49K	0.04%
SEI INVESTMENTS CO	8.37K	Mar 31, 26	+4.94K	0.04%
MILLENNIUM MANAGEMENT LLC	8.37K	Mar 31, 26	+1.07K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	8.01K	Mar 31, 26	+5	0.04%
MetLife Investment Management, LLC	7.70K	Mar 31, 26	-299	0.04%
Atlantic Union Bankshares Corp	7.39K	Mar 31, 26	-900	0.04%
HSBC HOLDINGS PLC	6.80K	Mar 31, 26	-3.25K	0.03%
Pathstone Holdings, LLC	6.63K	Mar 31, 26	--	0.03%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6.32K	Mar 31, 26	+87	0.03%
TCTC Holdings, LLC	6.30K	Mar 31, 26	--	0.03%
JANUS HENDERSON GROUP PLC	6.20K	Mar 31, 26	--	0.03%
Colony Group, LLC	6.08K	Mar 31, 26	-328	0.03%
PRUDENTIAL FINANCIAL INC	6.02K	Mar 31, 26	+6.02K	0.03%
Vanguard Global Advisers, LLC	5.94K	Mar 31, 26	+5.94K	0.03%
Pacific Ridge Capital Partners, LLC	5.65K	Mar 31, 26	+5.65K	0.03%
Wealthspire Advisors, LLC	4.76K	Mar 31, 26	+209	0.02%
STIFEL FINANCIAL CORP	4.75K	Mar 31, 26	--	0.02%
Vanguard Investments Australia, Ltd.	4.72K	Mar 31, 26	+4.72K	0.02%
ROYAL BANK OF CANADA	4.71K	Mar 31, 26	-312	0.02%
Susquehanna Portfolio Strategies, LLC	4.68K	Mar 31, 26	--	0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)	4.52K	Mar 31, 26	+4.52K	0.02%
Cassaday & Co Wealth Management LLC	4.32K	Mar 31, 26	--	0.02%
AVENIR CORP	4.00K	Mar 31, 26	-980	0.02%
ADVISOR GROUP HOLDINGS, INC.	3.89K	Mar 31, 26	-589	0.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.73K	Mar 31, 26	-372	0.02%
MANGROVE PARTNERS	3.69K	Mar 31, 26	+3.69K	0.02%
CWM, LLC	3.66K	Mar 31, 26	-1.47K	0.02%
Mariner, LLC	3.55K	Mar 31, 26	-2.67K	0.02%
Cito Capital Group, LLC	3.54K	Mar 31, 26	--	0.02%
Quantbot Technologies LP	3.50K	Mar 31, 26	+3.35K	0.02%
INTECH INVESTMENT MANAGEMENT LLC	3.34K	Mar 31, 26	-1.87K	0.02%
KLP KAPITALFORVALTNING AS	2.90K	Mar 31, 26	--	0.01%
Aquatic Capital Management LLC	2.27K	Mar 31, 26	+1.93K	0.01%
FMR LLC	1.80K	Mar 31, 26	-8.99K	0.01%
Ameritas Investment Partners, Inc.	1.13K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	709	Mar 31, 26	+356	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	591	Mar 31, 26	+527	0.00%
Steward Partners Investment Advisory, LLC	400	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	189	Mar 31, 26	-10	0.00%
BROWN, LISLE/CUMMINGS, INC.	150	Mar 31, 26	--	0.00%
Allworth Financial LP	69	Mar 31, 26	+5	0.00%
Optiver Holding B.V.	56	Mar 31, 26	-28	0.00%
US BANCORP \DE\	41	Mar 31, 26	+41	0.00%
Quarry LP	38	Mar 31, 26	-16	0.00%
NISA INVESTMENT ADVISORS, LLC	14	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	12	Mar 31, 26	+12	0.00%
Sunbelt Securities, Inc.	4	Mar 31, 26	-1	0.00%
MAI Capital Management	4	Mar 31, 26	-4	0.00%
Larson Financial Group LLC	2	Mar 31, 26	+2	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1	Mar 31, 26	-28	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1	Mar 31, 26	+1	0.00%
EJF Capital LLC	--	Mar 31, 26	-32.62K	--
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	--	Mar 31, 26	-3.26K	--
IEQ CAPITAL, LLC	--	Mar 31, 26	-7.90K	--
Passive Capital Management, LLC.	--	Mar 31, 26	-8.71K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-170	--
Verition Fund Management LLC	--	Mar 31, 26	-8.03K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-1	--
MARSHALL WACE, LLP	--	Mar 31, 26	-32.39K	--
TEACHER RETIREMENT SYSTEM OF TEXAS	--	Mar 31, 26	-11.18K	--
Skopos Labs, Inc.	--	Mar 31, 26	-5.80K	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-5.80K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-12	--
VANGUARD GROUP INC	779.80K	Dec 31, 25	+14.36K	3.87%
Brandywine Global Investment Management, LLC	9.15K	Dec 31, 25	+9.15K	0.05%
TWO SIGMA ADVISERS, LP	5.52K	Dec 31, 25	-4.60K	0.03%
Quest Partners LLC	4.25K	Dec 31, 25	+650	0.02%
Cubist Systematic Strategies, LLC	3.11K	Sep 30, 25	-11.00K	0.02%
Jentner Corp	5.72K	Jun 30, 25	+50	0.03%
Sandy Spring Bank	10.19K	Mar 31, 25	-72	0.05%
Nuveen Asset Management, LLC	27.82K	Dec 31, 24	--	0.14%
RAYMOND JAMES & ASSOCIATES	4.25K	Sep 30, 24	-1.05K	0.02%
BlackRock Inc.	923.12K	Jun 30, 24	+477.85K	4.58%
BUCKINGHAM STRATEGIC WEALTH, LLC	5.14K	Jun 30, 24	+5.14K	0.03%

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Holder

Date

Change

% Held

BlackRock, Inc.

1.22M

Jun 30, 26

+235.66K

6.05%

STATE STREET CORP

557.55K

Jun 30, 26

+153.68K

2.77%

ENDEAVOUR CAPITAL ADVISORS INC

459.18K

Jun 30, 26

+153.99K

2.28%

BURKE & HERBERT BANK & TRUST CO

217.74K

Jun 30, 26

-3.93K

1.08%

Bank of New York Mellon Corp

105.13K

Jun 30, 26

+17.00K

0.52%

Verdence Capital Advisors LLC

78.75K

Jun 30, 26

0.39%

Russell Investments Group, Ltd.

35.00K

Jun 30, 26

+7.90K

0.17%

Kestra Advisory Services, LLC

31.62K

Jun 30, 26

+31.62K

0.16%

LSV ASSET MANAGEMENT

26.20K

Jun 30, 26

-19.00K

0.13%

Cambridge Investment Research Advisors, Inc.

22.20K

Jun 30, 26

+4.02K

0.11%

FIFTH THIRD BANCORP

21.88K

Jun 30, 26

0.11%

John W. Rosenthal Capital Management, Inc.

20.89K

Jun 30, 26

+20.89K

0.10%

SALZHAUER MICHAEL

20.22K

Jun 30, 26

+14.44K

0.10%

CITIGROUP INC

18.19K

Jun 30, 26

+8.19K

0.09%

Quadrature Capital Ltd

17.97K

Jun 30, 26

+10.46K

0.09%

PRINCIPAL FINANCIAL GROUP INC

17.77K

Jun 30, 26

+1.10K

0.09%

DEUTSCHE BANK AG\

15.46K

Jun 30, 26

+2.17K

0.08%

Universal- Beteiligungs- und Servicegesellschaft mbH

15.09K

Jun 30, 26

+359

0.07%

Wealth Management Associates, Inc.

13.37K

Jun 30, 26

+13.37K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

12.43K

Jun 30, 26

-918

0.06%

DAVENPORT & Co LLC

12.00K

Jun 30, 26

+3.79K

0.06%

SG Americas Securities, LLC

8.91K

Jun 30, 26

+5.45K

0.04%

J.W. COLE ADVISORS, INC.

8.48K

Jun 30, 26

+8.48K

0.04%

LPL Financial LLC

8.36K

Jun 30, 26

+1.79K

0.04%

Modera Wealth Management, LLC

8.20K

Jun 30, 26

+1.00K

0.04%

ALPS ADVISORS INC

8.08K

Jun 30, 26

+85

0.04%

LifeGuide Financial Advisors, LLC

7.54K

Jun 30, 26

+7.54K

0.04%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

7.37K

Jun 30, 26

-226

0.04%

LS Investment Advisors, LLC

6.86K

Jun 30, 26

+6.86K

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

6.46K

Jun 30, 26

+1.93K

0.03%

Sequoia Financial Advisors, LLC

5.66K

Jun 30, 26

+5.66K

0.03%

FIDELITY D & D BANCORP INC

5.23K

Jun 30, 26

+5.23K

0.03%

Sterling Capital Management LLC

4.83K

Jun 30, 26

+762

0.02%

Arizona State Retirement System

4.58K

Jun 30, 26

+859

0.02%

Police & Firemen's Retirement System of New Jersey

4.41K

Jun 30, 26

+674

0.02%

TRUIST FINANCIAL CORP

4.37K

Jun 30, 26

+4.37K

0.02%

COMMONWEALTH EQUITY SERVICES, LLC

4.13K

Jun 30, 26

+4.13K

0.02%

Bernardo Wealth Planning LLC

3.86K

Jun 30, 26

+3.86K

0.02%

LOWE BROCKENBROUGH & CO INC

3.50K

Jun 30, 26

0.02%

Graves Light Lenhart Wealth, Inc.

3.22K

Jun 30, 26

0.02%

Pictet Asset Management Holding SA

2.98K

Jun 30, 26

+2.98K

0.01%

Stonebridge Financial Group, LLC

2.82K

Jun 30, 26

+2.82K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.21K

Jun 30, 26

0.01%

FIRST UNITED BANK & TRUST

2.20K

Jun 30, 26

-59

0.01%

STRS OHIO

1.70K

Jun 30, 26

+300

0.01%

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

1.49K

Jun 30, 26

+1.49K

0.01%

Fortitude Family Office, LLC

885

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

606

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

560

Jun 30, 26

0.00%

CITY HOLDING CO

302

Jun 30, 26

0.00%

Versant Capital Management, Inc

214

Jun 30, 26

+164

0.00%

EverSource Wealth Advisors, LLC

137

Jun 30, 26

-70

0.00%

IFP Advisors, Inc

129

Jun 30, 26

+10

0.00%

Bare Financial Services, Inc

100

Jun 30, 26

+100

0.00%

GAMMA Investing LLC

Jun 30, 26

+12

0.00%

SIGNATUREFD, LLC

Jun 30, 26

+26

0.00%

HARBOR CAPITAL ADVISORS, INC.

Jun 30, 26

+53

0.00%

Parallel Advisors, LLC

Jun 30, 26

+15

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-10

0.00%

Covestor Ltd

Jun 30, 26

+12

0.00%

True Wealth Design, LLC

Jun 30, 26

-1

0.00%

Continuum Advisory, LLC

Jun 30, 26

+17

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

+12

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-39

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

-1

0.00%

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-6.01K

MOTCO

Jun 30, 26

-585

Root Financial Partners, LLC

Jun 30, 26

-19

NTV ASSET MANAGEMENT LLC

Jun 30, 26

-4.50K

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-185.76K

MIRABELLA FINANCIAL SERVICES LLP

Jun 30, 26

-6.11K

True Link Financial Advisors, LLC

Jun 30, 26

-185

VANGUARD CAPITAL MANAGEMENT LLC

562.22K

Mar 31, 26

+562.22K

2.79%

GEODE CAPITAL MANAGEMENT, LLC

379.64K

Mar 31, 26

+8.94K

1.88%

DIMENSIONAL FUND ADVISORS LP

367.95K

Mar 31, 26

+49.96K

1.83%

AMERICAN CENTURY COMPANIES INC

342.47K

Mar 31, 26

+70.75K

1.70%

HUTCHINSON CAPITAL MANAGEMENT/CA

258.08K

Mar 31, 26

1.28%

Fourthstone LLC

246.42K

Mar 31, 26

+173.76K

1.22%

GOLDMAN SACHS GROUP INC

183.13K

Mar 31, 26

+18.87K

0.91%

NORTHERN TRUST CORP

118.70K

Mar 31, 26

+5.82K

0.59%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

110.18K

Mar 31, 26

+705

0.55%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

102.88K

Mar 31, 26

+21.23K

0.51%

MORGAN STANLEY

102.86K

Mar 31, 26

+5.50K

0.51%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

101.64K

Mar 31, 26

-4.00K

0.50%

VANGUARD FIDUCIARY TRUST CO

85.49K

Mar 31, 26

+85.49K

0.42%

Empowered Funds, LLC

67.28K

Mar 31, 26

+21.23K

0.33%

ROYCE & ASSOCIATES LP

59.10K

Mar 31, 26

-893

0.29%

AQR CAPITAL MANAGEMENT LLC

57.43K

Mar 31, 26

-17.12K

0.29%

TWO SIGMA INVESTMENTS, LP

47.28K

Mar 31, 26

+15.32K

0.23%

ALLIANCEBERNSTEIN L.P.

45.42K

Mar 31, 26

+400

0.23%

UBS Group AG

44.16K

Mar 31, 26

+11.01K

0.22%

Pinnacle Holdings, LLC

43.23K

Mar 31, 26

-56

0.21%

MERCER GLOBAL ADVISORS INC /ADV

40.35K

Mar 31, 26

+20.38K

0.20%

JPMORGAN CHASE & CO

38.46K

Mar 31, 26

-17.97K

0.19%

BNP PARIBAS ARBITRAGE, SNC

38.37K

Mar 31, 26

+9.88K

0.19%

BANK OF AMERICA CORP /DE/

32.19K

Mar 31, 26

+13.06K

0.16%

Swiss National Bank

26.60K

Mar 31, 26

0.13%

Moors & Cabot, Inc.

25.96K

Mar 31, 26

0.13%

FRANKLIN RESOURCES INC

23.68K

Mar 31, 26

+8.72K

0.12%

Nuveen, LLC

21.61K

Mar 31, 26

+1.70K

0.11%

JANE STREET GROUP, LLC

21.38K

Mar 31, 26

+21.38K

0.11%

WELLS FARGO & COMPANY/MN

19.80K

Mar 31, 26

-10.04K

0.10%

D. E. Shaw & Co., Inc.

18.60K

Mar 31, 26

-332

0.09%

UBS ASSET MANAGEMENT AMERICAS INC

18.32K

Mar 31, 26

+152

0.09%

PRICE T ROWE ASSOCIATES INC /MD/

18.12K

Mar 31, 26

+3.25K

0.09%

Invesco Ltd.

17.20K

Mar 31, 26

+810

0.09%

BARCLAYS PLC

15.73K

Mar 31, 26

-12.66K

0.08%

RHUMBLINE ADVISERS

14.69K

Mar 31, 26

-1.10K

0.07%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

13.23K

Mar 31, 26

-101

0.07%

Baird Financial Group, Inc.

12.89K

Mar 31, 26

0.06%

XTX Topco Ltd

12.75K

Mar 31, 26

+12.75K

0.06%

RAYMOND JAMES FINANCIAL INC

12.40K

Mar 31, 26

+12.40K

0.06%

Man Group plc

11.64K

Mar 31, 26

+11.64K

0.06%

Legal & General Group Plc

11.61K

Mar 31, 26

-2.81K

0.06%

Voleon Capital Management LP

11.13K

Mar 31, 26

-1.09K

0.06%

AMERIPRISE FINANCIAL INC

10.91K

Mar 31, 26

-4.55K

0.05%

HoldCo Asset Management, LP

10.48K

Mar 31, 26

0.05%

FIRST TRUST ADVISORS LP

9.90K

Mar 31, 26

+3.97K

0.05%

PHILADELPHIA TRUST CO

9.86K

Mar 31, 26

0.05%

VANGUARD ASSET MANAGEMENT, Ltd

9.53K

Mar 31, 26

+9.53K

0.05%

Quantinno Capital Management LP

9.44K

Mar 31, 26

+1.15K

0.05%

Empower Advisory Group, LLC

9.24K

Mar 31, 26

0.05%

CITADEL ADVISORS LLC

9.10K

Mar 31, 26

+4.07K

0.05%

Rafferty Asset Management, LLC

8.55K

Mar 31, 26

+2.63K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.49K

Mar 31, 26

+8.49K

0.04%

SEI INVESTMENTS CO

8.37K

Mar 31, 26

+4.94K

0.04%

MILLENNIUM MANAGEMENT LLC

8.37K

Mar 31, 26

+1.07K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

8.01K

Mar 31, 26

0.04%

MetLife Investment Management, LLC

7.70K

Mar 31, 26

-299

0.04%

Atlantic Union Bankshares Corp

7.39K

Mar 31, 26

-900

0.04%

HSBC HOLDINGS PLC

6.80K

Mar 31, 26

-3.25K

0.03%

Pathstone Holdings, LLC

6.63K

Mar 31, 26

0.03%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

6.32K

Mar 31, 26

+87

0.03%

TCTC Holdings, LLC

6.30K

Mar 31, 26

0.03%

JANUS HENDERSON GROUP PLC

6.20K

Mar 31, 26

0.03%

Colony Group, LLC

6.08K

Mar 31, 26

-328

0.03%

PRUDENTIAL FINANCIAL INC

6.02K

Mar 31, 26

+6.02K

0.03%

Vanguard Global Advisers, LLC

5.94K

Mar 31, 26

+5.94K

0.03%

Pacific Ridge Capital Partners, LLC

5.65K

Mar 31, 26

+5.65K

0.03%

Wealthspire Advisors, LLC

4.76K

Mar 31, 26

+209

0.02%

STIFEL FINANCIAL CORP

4.75K

Mar 31, 26

0.02%

Vanguard Investments Australia, Ltd.

4.72K

Mar 31, 26

+4.72K

0.02%

ROYAL BANK OF CANADA

4.71K

Mar 31, 26

-312

0.02%

Susquehanna Portfolio Strategies, LLC

4.68K

Mar 31, 26

0.02%

Zurcher Kantonalbank (Zurich Cantonalbank)

4.52K

Mar 31, 26

+4.52K

0.02%

Cassaday & Co Wealth Management LLC

4.32K

Mar 31, 26

0.02%

AVENIR CORP

4.00K

Mar 31, 26

-980

0.02%

ADVISOR GROUP HOLDINGS, INC.

3.89K

Mar 31, 26

-589

0.02%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

3.73K

Mar 31, 26

-372

0.02%

MANGROVE PARTNERS

3.69K

Mar 31, 26

+3.69K

0.02%

CWM, LLC

3.66K

Mar 31, 26

-1.47K

0.02%

Mariner, LLC

3.55K

Mar 31, 26

-2.67K

0.02%

Cito Capital Group, LLC

3.54K

Mar 31, 26

0.02%

Quantbot Technologies LP

3.50K

Mar 31, 26

+3.35K

0.02%

INTECH INVESTMENT MANAGEMENT LLC

3.34K

Mar 31, 26

-1.87K

0.02%

KLP KAPITALFORVALTNING AS

2.90K

Mar 31, 26

0.01%

Aquatic Capital Management LLC

2.27K

Mar 31, 26

+1.93K

0.01%

FMR LLC

1.80K

Mar 31, 26

-8.99K

0.01%

Ameritas Investment Partners, Inc.

1.13K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

709

Mar 31, 26

+356

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

591

Mar 31, 26

+527

0.00%

Steward Partners Investment Advisory, LLC

400

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

189

Mar 31, 26

-10

0.00%

BROWN, LISLE/CUMMINGS, INC.

150

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Optiver Holding B.V.

Mar 31, 26

-28

0.00%

US BANCORP \DE\

Mar 31, 26

+41

0.00%

Quarry LP

Mar 31, 26

-16

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

+12

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-1

0.00%

MAI Capital Management

Mar 31, 26

-4

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-28

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

EJF Capital LLC

Mar 31, 26

-32.62K

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

Mar 31, 26

-3.26K

IEQ CAPITAL, LLC

Mar 31, 26

-7.90K

Passive Capital Management, LLC.

Mar 31, 26

-8.71K

NewEdge Advisors, LLC

Mar 31, 26

-170

Verition Fund Management LLC

Mar 31, 26

-8.03K

SRS Capital Advisors, Inc.

Mar 31, 26

-1

MARSHALL WACE, LLP

Mar 31, 26

-32.39K

TEACHER RETIREMENT SYSTEM OF TEXAS

Mar 31, 26

-11.18K

Skopos Labs, Inc.

Mar 31, 26

-5.80K

Beacon Pointe Advisors, LLC

Mar 31, 26

-5.80K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-12

VANGUARD GROUP INC

779.80K

Dec 31, 25

+14.36K

3.87%

Brandywine Global Investment Management, LLC

9.15K

Dec 31, 25

+9.15K

0.05%

TWO SIGMA ADVISERS, LP

5.52K

Dec 31, 25

-4.60K

0.03%

Quest Partners LLC

4.25K

Dec 31, 25

+650

0.02%

Cubist Systematic Strategies, LLC

3.11K

Sep 30, 25

-11.00K

0.02%

Jentner Corp

5.72K

Jun 30, 25

+50

0.03%

Sandy Spring Bank

10.19K

Mar 31, 25

-72

0.05%

Nuveen Asset Management, LLC

27.82K

Dec 31, 24

0.14%

RAYMOND JAMES & ASSOCIATES

4.25K

Sep 30, 24

-1.05K

0.02%

BlackRock Inc.

923.12K

Jun 30, 24

+477.85K

4.58%

BUCKINGHAM STRATEGIC WEALTH, LLC

5.14K

Jun 30, 24

+5.14K

0.03%