Bank of Marin Bancorp(BMRC)

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Bank of Marin Bancorp(BMRC)

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$28.37—

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BMRC(BMRC)

BMRC

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Institutional Ownership

Top 191 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.60M	Jun 30, 26	+198.45K	9.88%
STATE STREET CORP	344.31K	Jun 30, 26	+4.31K	2.13%
Westmount Partners, LLC	115.48K	Jun 30, 26	--	0.71%
Bank of New York Mellon Corp	79.94K	Jun 30, 26	+2.24K	0.49%
Fisher Asset Management, LLC	68.97K	Jun 30, 26	+5.04K	0.43%
Perigon Wealth Management, LLC	60.89K	Jun 30, 26	-194	0.38%
Private Wealth Partners, LLC	36.98K	Jun 30, 26	--	0.23%
SummerHaven Investment Management, LLC	28.61K	Jun 30, 26	--	0.18%
Freestone Capital Holdings, LLC	23.26K	Jun 30, 26	--	0.14%
CALDWELL SUTTER CAPITAL, INC.	20.39K	Jun 30, 26	--	0.13%
LPL Financial LLC	18.11K	Jun 30, 26	+18.11K	0.11%
DEUTSCHE BANK AG\	14.61K	Jun 30, 26	+2.69K	0.09%
FIDUCIARY FINANCIAL GROUP, LLC	14.07K	Jun 30, 26	--	0.09%
Russell Investments Group, Ltd.	12.69K	Jun 30, 26	+11.55K	0.08%
PANAGORA ASSET MANAGEMENT INC	12.38K	Jun 30, 26	+12.38K	0.08%
R Squared Ltd	12.21K	Jun 30, 26	+12.21K	0.08%
Apella Capital, LLC	12.00K	Jun 30, 26	--	0.07%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	10.16K	Jun 30, 26	--	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.36K	Jun 30, 26	+9.36K	0.06%
CHOREO, LLC	9.09K	Jun 30, 26	+9.09K	0.06%
WULFF, HANSEN & CO.	8.54K	Jun 30, 26	--	0.05%
CITIGROUP INC	6.92K	Jun 30, 26	+6.23K	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	5.93K	Jun 30, 26	--	0.04%
Police & Firemen's Retirement System of New Jersey	4.13K	Jun 30, 26	--	0.03%
Parallel Advisors, LLC	3.11K	Jun 30, 26	--	0.02%
Versant Capital Management, Inc	1.57K	Jun 30, 26	--	0.01%
SIGNATUREFD, LLC	1.09K	Jun 30, 26	+17	0.01%
Pinnacle Wealth Planning Services, Inc.	1.00K	Jun 30, 26	-259	0.01%
Golden State Wealth Management, LLC	1.00K	Jun 30, 26	--	0.01%
GAMMA Investing LLC	792	Jun 30, 26	+5	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	523	Jun 30, 26	+29	0.00%
EverSource Wealth Advisors, LLC	471	Jun 30, 26	-90	0.00%
Sterling Capital Management LLC	302	Jun 30, 26	-186	0.00%
MASSMUTUAL TRUST CO FSB/ADV	237	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	227	Jun 30, 26	--	0.00%
Private Wealth Management Group, LLC	200	Jun 30, 26	--	0.00%
IFP Advisors, Inc	165	Jun 30, 26	+100	0.00%
ROTHSCHILD INVESTMENT LLC	124	Jun 30, 26	+55	0.00%
Farther Finance Advisors, LLC	84	Jun 30, 26	+17	0.00%
Physician Wealth Advisors, Inc.	75	Jun 30, 26	+7	0.00%
Fortitude Family Office, LLC	61	Jun 30, 26	-24	0.00%
True Wealth Design, LLC	25	Jun 30, 26	+17	0.00%
Caitong International Asset Management Co., Ltd	9	Jun 30, 26	+9	0.00%
SBI Securities Co., Ltd.	4	Jun 30, 26	-11	0.00%
SJS Investment Consulting Inc.	4	Jun 30, 26	+4	0.00%
IMG Wealth Management, Inc.	3	Jun 30, 26	+3	0.00%
CULLEN/FROST BANKERS, INC.	1	Jun 30, 26	-22	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-25	--
Cornerstone Investment Partners, LLC	--	Jun 30, 26	-8.89K	--
BlackRock, Inc.	1.40M	Mar 31, 26	-19.27K	8.66%
DIMENSIONAL FUND ADVISORS LP	802.87K	Mar 31, 26	+32.05K	4.96%
VANGUARD CAPITAL MANAGEMENT LLC	642.67K	Mar 31, 26	+642.67K	3.97%
WELLINGTON MANAGEMENT GROUP LLP	632.00K	Mar 31, 26	-290.64K	3.90%
ALLIANCEBERNSTEIN L.P.	623.05K	Mar 31, 26	-36.92K	3.85%
HoldCo Asset Management, LP	504.41K	Mar 31, 26	--	3.12%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	458.81K	Mar 31, 26	+8.76K	2.83%
GEODE CAPITAL MANAGEMENT, LLC	390.30K	Mar 31, 26	+4.47K	2.41%
AMERIPRISE FINANCIAL INC	374.88K	Mar 31, 26	-6.67K	2.32%
TWO SIGMA INVESTMENTS, LP	266.58K	Mar 31, 26	+126.91K	1.65%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	260.60K	Mar 31, 26	-9.57K	1.61%
HEARTLAND ADVISORS INC	250.00K	Mar 31, 26	+50.43K	1.54%
MORGAN STANLEY	240.43K	Mar 31, 26	-21.77K	1.49%
UBS Group AG	199.68K	Mar 31, 26	+159.85K	1.23%
CITADEL ADVISORS LLC	178.75K	Mar 31, 26	+115.92K	1.10%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	125.39K	Mar 31, 26	-3.63K	0.77%
NORTHERN TRUST CORP	125.18K	Mar 31, 26	+7.85K	0.77%
KENNEDY CAPITAL MANAGEMENT LLC	123.28K	Mar 31, 26	+2.23K	0.76%
RENAISSANCE TECHNOLOGIES LLC	119.39K	Mar 31, 26	+24.10K	0.74%
AQR CAPITAL MANAGEMENT LLC	117.65K	Mar 31, 26	-488	0.73%
ACADIAN ASSET MANAGEMENT LLC	110.94K	Mar 31, 26	-7.11K	0.69%
VANGUARD FIDUCIARY TRUST CO	106.80K	Mar 31, 26	+106.80K	0.66%
Bank of Marin	97.05K	Mar 31, 26	-7.00K	0.60%
LOS ANGELES CAPITAL MANAGEMENT LLC	90.41K	Mar 31, 26	+90.41K	0.56%
PRUDENTIAL FINANCIAL INC	79.07K	Mar 31, 26	-18.43K	0.49%
Qube Research & Technologies Ltd	78.09K	Mar 31, 26	+67.65K	0.48%
Bank of New York Mellon Corp	77.70K	Mar 31, 26	+5.15K	0.48%
Algebris (UK) Ltd	75.31K	Mar 31, 26	+75.31K	0.47%
GOLDMAN SACHS GROUP INC	68.74K	Mar 31, 26	+17.51K	0.42%
Quantinno Capital Management LP	59.48K	Mar 31, 26	+10.14K	0.37%
Creative Planning	56.99K	Mar 31, 26	-5.00K	0.35%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	50.94K	Mar 31, 26	+50.94K	0.31%
MILLENNIUM MANAGEMENT LLC	46.55K	Mar 31, 26	+37.82K	0.29%
JANE STREET GROUP, LLC	42.07K	Mar 31, 26	-8.89K	0.26%
Fourthstone LLC	41.83K	Mar 31, 26	+32.73K	0.26%
Trexquant Investment LP	39.96K	Mar 31, 26	+3.29K	0.25%
Connor, Clark & Lunn Investment Management Ltd.	39.22K	Mar 31, 26	+3.33K	0.24%
AMERICAN CENTURY COMPANIES INC	38.54K	Mar 31, 26	-466	0.24%
D. E. Shaw & Co., Inc.	37.67K	Mar 31, 26	+37.67K	0.23%
Nuveen, LLC	30.32K	Mar 31, 26	+4.03K	0.19%
RBF Capital, LLC	30.00K	Mar 31, 26	--	0.19%
BARCLAYS PLC	27.39K	Mar 31, 26	-20.10K	0.17%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	26.02K	Mar 31, 26	-11.00K	0.16%
BANK OF AMERICA CORP /DE/	25.59K	Mar 31, 26	-6.91K	0.16%
Invesco Ltd.	25.23K	Mar 31, 26	-997	0.16%
Wealthspire Advisors, LLC	24.23K	Mar 31, 26	-540	0.15%
XTX Topco Ltd	22.91K	Mar 31, 26	+14.13K	0.14%
Cerity Partners LLC	22.44K	Mar 31, 26	+16	0.14%
SEI INVESTMENTS CO	22.01K	Mar 31, 26	+12.91K	0.14%
STIFEL FINANCIAL CORP	20.19K	Mar 31, 26	+20.19K	0.12%
RHUMBLINE ADVISERS	18.65K	Mar 31, 26	-444	0.12%
STATE OF WISCONSIN INVESTMENT BOARD	18.58K	Mar 31, 26	+1.97K	0.11%
WELLS FARGO & COMPANY/MN	17.15K	Mar 31, 26	-10.93K	0.11%
Squarepoint Ops LLC	15.62K	Mar 31, 26	+15.62K	0.10%
Bridge City Capital, LLC	15.53K	Mar 31, 26	-892	0.10%
PRINCETON CAPITAL MANAGEMENT LLC	15.06K	Mar 31, 26	+5.00K	0.09%
FRANKLIN RESOURCES INC	12.39K	Mar 31, 26	-457	0.08%
Beacon Pointe Advisors, LLC	12.05K	Mar 31, 26	+12.05K	0.07%
Financial Connections Group, Inc.	12.00K	Mar 31, 26	--	0.07%
DEUTSCHE BANK AG\	11.92K	Mar 31, 26	-508	0.07%
Integrated Quantitative Investments LLC	11.46K	Mar 31, 26	--	0.07%
OCCUDO QUANTITATIVE STRATEGIES LP	11.29K	Mar 31, 26	-951	0.07%
Empowered Funds, LLC	10.98K	Mar 31, 26	-11.00K	0.07%
THRIVENT FINANCIAL FOR LUTHERANS	10.19K	Mar 31, 26	+10.19K	0.06%
PRICE T ROWE ASSOCIATES INC /MD/	10.12K	Mar 31, 26	+1.28K	0.06%
Susquehanna Portfolio Strategies, LLC	9.30K	Mar 31, 26	-233	0.06%
KCM INVESTMENT ADVISORS LLC	9.24K	Mar 31, 26	--	0.06%
IEQ CAPITAL, LLC	9.03K	Mar 31, 26	-523	0.06%
MetLife Investment Management, LLC	8.92K	Mar 31, 26	--	0.06%
JPMORGAN CHASE & CO	7.38K	Mar 31, 26	+811	0.05%
MAI Capital Management	7.11K	Mar 31, 26	-346	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7.01K	Mar 31, 26	+170	0.04%
CWM, LLC	6.65K	Mar 31, 26	+88	0.04%
Vanguard Global Advisers, LLC	6.52K	Mar 31, 26	+6.52K	0.04%
US BANCORP \DE\	5.54K	Mar 31, 26	+43	0.03%
FMR LLC	3.88K	Mar 31, 26	+449	0.02%
Rockefeller Capital Management L.P.	3.69K	Mar 31, 26	+828	0.02%
BNP PARIBAS ARBITRAGE, SNC	3.20K	Mar 31, 26	-181	0.02%
Allworth Financial LP	3.10K	Mar 31, 26	-43	0.02%
QUADRANT CAPITAL GROUP LLC	2.46K	Mar 31, 26	-298	0.02%
ROYAL BANK OF CANADA	1.82K	Mar 31, 26	-407	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	1.80K	Mar 31, 26	+1.66K	0.01%
GREAT WEST LIFE ASSURANCE CO /CAN/	1.57K	Mar 31, 26	+61	0.01%
Legal & General Group Plc	1.36K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	1.28K	Mar 31, 26	+742	0.01%
Ameritas Investment Partners, Inc.	1.20K	Mar 31, 26	--	0.01%
Aquatic Capital Management LLC	823	Mar 31, 26	-2.27K	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	798	Mar 31, 26	-109	0.00%
Advisory Services Network, LLC	656	Mar 31, 26	+656	0.00%
HARBOUR INVESTMENTS, INC.	400	Mar 31, 26	+400	0.00%
SRS Capital Advisors, Inc.	342	Mar 31, 26	+24	0.00%
Smartleaf Asset Management LLC	333	Mar 31, 26	--	0.00%
Red Tortoise LLC	185	Mar 31, 26	--	0.00%
Optiver Holding B.V.	148	Mar 31, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	32	Mar 31, 26	-812	0.00%
Parkside Financial Bank & Trust	25	Mar 31, 26	--	0.00%
ADVISOR GROUP HOLDINGS, INC.	8	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	--	Mar 31, 26	-7.83K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-190	--
Engineers Gate Manager LP	--	Mar 31, 26	-10.51K	--
RAYMOND JAMES FINANCIAL INC	--	Mar 31, 26	-45.48K	--
SG Americas Securities, LLC	--	Mar 31, 26	-4.41K	--
CANADA PENSION PLAN INVESTMENT BOARD	--	Mar 31, 26	-9.20K	--
VANGUARD GROUP INC	843.18K	Dec 31, 25	+4.56K	5.21%
TWO SIGMA ADVISERS, LP	110.96K	Dec 31, 25	+15.30K	0.69%
Quest Partners LLC	10.64K	Dec 31, 25	+2.60K	0.07%
COMERICA BANK	227	Dec 31, 25	--	0.00%
Cubist Systematic Strategies, LLC	26.15K	Sep 30, 25	+26.15K	0.16%
Lion Street Advisors, LLC	5.90K	Sep 30, 25	+5.90K	0.04%
Point72 Asia (Singapore) Pte. Ltd.	733	Sep 30, 25	+733	0.00%
Point72 (DIFC) Ltd	262	Sep 30, 25	+262	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-752	--
Lindbrook Capital, LLC	10	Mar 31, 25	+10	0.00%
Nuveen Asset Management, LLC	38.02K	Dec 31, 24	--	0.23%
BlackRock Inc.	1.61M	Jun 30, 24	+183.69K	9.96%
Private Ocean, LLC	3.60K	Jun 30, 24	+397	0.02%
Burleson & Company, LLC	63.50K	Dec 31, 22	-8	0.39%
Farmer Steven Patrick	140.09K	Jun 30, 22	+140.09K	0.87%
Private Capital Group, LLC	440	Jun 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	20	Jun 30, 22	+20	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	10.73K	Mar 31, 22	-1.07K	0.07%
Amalgamated Financial Corp.	1.86K	Mar 31, 22	+1.86K	0.01%
REILLY FINANCIAL ADVISORS, LLC	632	Dec 31, 21	--	0.00%
Aperio Group, LLC	12.87K	Dec 31, 20	-2.44K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	10.11K	Dec 31, 19	+90	0.06%
Advisor Group, Inc.	42	Dec 31, 19	-999	0.00%
TIAA CREF INVESTMENT MANAGEMENT LLC	32.19K	Mar 31, 19	+6.12K	0.20%
TEACHERS ADVISORS, LLC	23.74K	Mar 31, 19	--	0.15%
Delpha Capital Management, LLC	--	Mar 31, 18	-116	--
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	--	Dec 31, 17	-573	--
Jacobus Wealth Management, Inc.	4.50K	Sep 30, 17	--	0.03%
BlackRock Institutional Trust Company, N.A.	241.63K	Dec 31, 16	+9.44K	1.49%
BlackRock Fund Advisors	195.97K	Dec 31, 16	+27.27K	1.21%
BlackRock Investment Management, LLC	24.66K	Dec 31, 16	-133	0.15%
BLACKROCK ADVISORS LLC	3.34K	Dec 31, 16	-117	0.02%
Emerald Acquisition Ltd.	8.62K	Sep 30, 16	--	0.05%
ANALYTIC INVESTORS, LLC	5.47K	Sep 30, 16	--	0.03%
RUSSELL FRANK CO/	2.31K	Mar 31, 16	+1.51K	0.01%
BLACKTHORN INVESTMENT GROUP LLC	5.00K	Sep 30, 15	-1.95K	0.03%
CLEARY GULL INC.	300	Mar 31, 15	+300	0.00%
MUNDER CAPITAL MANAGEMENT	19.01K	Sep 30, 14	-1.62K	0.12%
UBS AG	741	Sep 30, 14	+415	0.00%

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Holder

Date

Change

% Held

BlackRock, Inc.

1.60M

Jun 30, 26

+198.45K

9.88%

STATE STREET CORP

344.31K

Jun 30, 26

+4.31K

2.13%

Westmount Partners, LLC

115.48K

Jun 30, 26

0.71%

Bank of New York Mellon Corp

79.94K

Jun 30, 26

+2.24K

0.49%

Fisher Asset Management, LLC

68.97K

Jun 30, 26

+5.04K

0.43%

Perigon Wealth Management, LLC

60.89K

Jun 30, 26

-194

0.38%

Private Wealth Partners, LLC

36.98K

Jun 30, 26

0.23%

SummerHaven Investment Management, LLC

28.61K

Jun 30, 26

0.18%

Freestone Capital Holdings, LLC

23.26K

Jun 30, 26

0.14%

CALDWELL SUTTER CAPITAL, INC.

20.39K

Jun 30, 26

0.13%

LPL Financial LLC

18.11K

Jun 30, 26

+18.11K

0.11%

DEUTSCHE BANK AG\

14.61K

Jun 30, 26

+2.69K

0.09%

FIDUCIARY FINANCIAL GROUP, LLC

14.07K

Jun 30, 26

0.09%

Russell Investments Group, Ltd.

12.69K

Jun 30, 26

+11.55K

0.08%

PANAGORA ASSET MANAGEMENT INC

12.38K

Jun 30, 26

+12.38K

0.08%

R Squared Ltd

12.21K

Jun 30, 26

+12.21K

0.08%

Apella Capital, LLC

12.00K

Jun 30, 26

0.07%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

10.16K

Jun 30, 26

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.36K

Jun 30, 26

+9.36K

0.06%

CHOREO, LLC

9.09K

Jun 30, 26

+9.09K

0.06%

WULFF, HANSEN & CO.

8.54K

Jun 30, 26

0.05%

CITIGROUP INC

6.92K

Jun 30, 26

+6.23K

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

5.93K

Jun 30, 26

0.04%

Police & Firemen's Retirement System of New Jersey

4.13K

Jun 30, 26

0.03%

Parallel Advisors, LLC

3.11K

Jun 30, 26

0.02%

Versant Capital Management, Inc

1.57K

Jun 30, 26

0.01%

SIGNATUREFD, LLC

1.09K

Jun 30, 26

+17

0.01%

Pinnacle Wealth Planning Services, Inc.

1.00K

Jun 30, 26

-259

0.01%

Golden State Wealth Management, LLC

1.00K

Jun 30, 26

0.01%

GAMMA Investing LLC

792

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

523

Jun 30, 26

+29

0.00%

EverSource Wealth Advisors, LLC

471

Jun 30, 26

-90

0.00%

Sterling Capital Management LLC

302

Jun 30, 26

-186

0.00%

MASSMUTUAL TRUST CO FSB/ADV

237

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

227

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

200

Jun 30, 26

0.00%

IFP Advisors, Inc

165

Jun 30, 26

+100

0.00%

ROTHSCHILD INVESTMENT LLC

124

Jun 30, 26

+55

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

+17

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

Fortitude Family Office, LLC

Jun 30, 26

-24

0.00%

True Wealth Design, LLC

Jun 30, 26

+17

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-11

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-22

0.00%

Root Financial Partners, LLC

Jun 30, 26

-25

Cornerstone Investment Partners, LLC

Jun 30, 26

-8.89K

BlackRock, Inc.

1.40M

Mar 31, 26

-19.27K

8.66%

DIMENSIONAL FUND ADVISORS LP

802.87K

Mar 31, 26

+32.05K

4.96%

VANGUARD CAPITAL MANAGEMENT LLC

642.67K

Mar 31, 26

+642.67K

3.97%

WELLINGTON MANAGEMENT GROUP LLP

632.00K

Mar 31, 26

-290.64K

3.90%

ALLIANCEBERNSTEIN L.P.

623.05K

Mar 31, 26

-36.92K

3.85%

HoldCo Asset Management, LP

504.41K

Mar 31, 26

3.12%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

458.81K

Mar 31, 26

+8.76K

2.83%

GEODE CAPITAL MANAGEMENT, LLC

390.30K

Mar 31, 26

+4.47K

2.41%

AMERIPRISE FINANCIAL INC

374.88K

Mar 31, 26

-6.67K

2.32%

TWO SIGMA INVESTMENTS, LP

266.58K

Mar 31, 26

+126.91K

1.65%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

260.60K

Mar 31, 26

-9.57K

1.61%

HEARTLAND ADVISORS INC

250.00K

Mar 31, 26

+50.43K

1.54%

MORGAN STANLEY

240.43K

Mar 31, 26

-21.77K

1.49%

UBS Group AG

199.68K

Mar 31, 26

+159.85K

1.23%

CITADEL ADVISORS LLC

178.75K

Mar 31, 26

+115.92K

1.10%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

125.39K

Mar 31, 26

-3.63K

0.77%

NORTHERN TRUST CORP

125.18K

Mar 31, 26

+7.85K

0.77%

KENNEDY CAPITAL MANAGEMENT LLC

123.28K

Mar 31, 26

+2.23K

0.76%

RENAISSANCE TECHNOLOGIES LLC

119.39K

Mar 31, 26

+24.10K

0.74%

AQR CAPITAL MANAGEMENT LLC

117.65K

Mar 31, 26

-488

0.73%

ACADIAN ASSET MANAGEMENT LLC

110.94K

Mar 31, 26

-7.11K

0.69%

VANGUARD FIDUCIARY TRUST CO

106.80K

Mar 31, 26

+106.80K

0.66%

Bank of Marin

97.05K

Mar 31, 26

-7.00K

0.60%

LOS ANGELES CAPITAL MANAGEMENT LLC

90.41K

Mar 31, 26

+90.41K

0.56%

PRUDENTIAL FINANCIAL INC

79.07K

Mar 31, 26

-18.43K

0.49%

Qube Research & Technologies Ltd

78.09K

Mar 31, 26

+67.65K

0.48%

Bank of New York Mellon Corp

77.70K

Mar 31, 26

+5.15K

0.48%

Algebris (UK) Ltd

75.31K

Mar 31, 26

+75.31K

0.47%

GOLDMAN SACHS GROUP INC

68.74K

Mar 31, 26

+17.51K

0.42%

Quantinno Capital Management LP

59.48K

Mar 31, 26

+10.14K

0.37%

Creative Planning

56.99K

Mar 31, 26

-5.00K

0.35%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

50.94K

Mar 31, 26

+50.94K

0.31%

MILLENNIUM MANAGEMENT LLC

46.55K

Mar 31, 26

+37.82K

0.29%

JANE STREET GROUP, LLC

42.07K

Mar 31, 26

-8.89K

0.26%

Fourthstone LLC

41.83K

Mar 31, 26

+32.73K

0.26%

Trexquant Investment LP

39.96K

Mar 31, 26

+3.29K

0.25%

Connor, Clark & Lunn Investment Management Ltd.

39.22K

Mar 31, 26

+3.33K

0.24%

AMERICAN CENTURY COMPANIES INC

38.54K

Mar 31, 26

-466

0.24%

D. E. Shaw & Co., Inc.

37.67K

Mar 31, 26

+37.67K

0.23%

Nuveen, LLC

30.32K

Mar 31, 26

+4.03K

0.19%

RBF Capital, LLC

30.00K

Mar 31, 26

0.19%

BARCLAYS PLC

27.39K

Mar 31, 26

-20.10K

0.17%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

26.02K

Mar 31, 26

-11.00K

0.16%

BANK OF AMERICA CORP /DE/

25.59K

Mar 31, 26

-6.91K

0.16%

Invesco Ltd.

25.23K

Mar 31, 26

-997

0.16%

Wealthspire Advisors, LLC

24.23K

Mar 31, 26

-540

0.15%

XTX Topco Ltd

22.91K

Mar 31, 26

+14.13K

0.14%

Cerity Partners LLC

22.44K

Mar 31, 26

+16

0.14%

SEI INVESTMENTS CO

22.01K

Mar 31, 26

+12.91K

0.14%

STIFEL FINANCIAL CORP

20.19K

Mar 31, 26

+20.19K

0.12%

RHUMBLINE ADVISERS

18.65K

Mar 31, 26

-444

0.12%

STATE OF WISCONSIN INVESTMENT BOARD

18.58K

Mar 31, 26

+1.97K

0.11%

WELLS FARGO & COMPANY/MN

17.15K

Mar 31, 26

-10.93K

0.11%

Squarepoint Ops LLC

15.62K

Mar 31, 26

+15.62K

0.10%

Bridge City Capital, LLC

15.53K

Mar 31, 26

-892

0.10%

PRINCETON CAPITAL MANAGEMENT LLC

15.06K

Mar 31, 26

+5.00K

0.09%

FRANKLIN RESOURCES INC

12.39K

Mar 31, 26

-457

0.08%

Beacon Pointe Advisors, LLC

12.05K

Mar 31, 26

+12.05K

0.07%

Financial Connections Group, Inc.

12.00K

Mar 31, 26

0.07%

DEUTSCHE BANK AG\

11.92K

Mar 31, 26

-508

0.07%

Integrated Quantitative Investments LLC

11.46K

Mar 31, 26

0.07%

OCCUDO QUANTITATIVE STRATEGIES LP

11.29K

Mar 31, 26

-951

0.07%

Empowered Funds, LLC

10.98K

Mar 31, 26

-11.00K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

10.19K

Mar 31, 26

+10.19K

0.06%

PRICE T ROWE ASSOCIATES INC /MD/

10.12K

Mar 31, 26

+1.28K

0.06%

Susquehanna Portfolio Strategies, LLC

9.30K

Mar 31, 26

-233

0.06%

KCM INVESTMENT ADVISORS LLC

9.24K

Mar 31, 26

0.06%

IEQ CAPITAL, LLC

9.03K

Mar 31, 26

-523

0.06%

MetLife Investment Management, LLC

8.92K

Mar 31, 26

0.06%

JPMORGAN CHASE & CO

7.38K

Mar 31, 26

+811

0.05%

MAI Capital Management

7.11K

Mar 31, 26

-346

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

7.01K

Mar 31, 26

+170

0.04%

CWM, LLC

6.65K

Mar 31, 26

+88

0.04%

Vanguard Global Advisers, LLC

6.52K

Mar 31, 26

+6.52K

0.04%

US BANCORP \DE\

5.54K

Mar 31, 26

+43

0.03%

FMR LLC

3.88K

Mar 31, 26

+449

0.02%

Rockefeller Capital Management L.P.

3.69K

Mar 31, 26

+828

0.02%

BNP PARIBAS ARBITRAGE, SNC

3.20K

Mar 31, 26

-181

0.02%

Allworth Financial LP

3.10K

Mar 31, 26

-43

0.02%

QUADRANT CAPITAL GROUP LLC

2.46K

Mar 31, 26

-298

0.02%

ROYAL BANK OF CANADA

1.82K

Mar 31, 26

-407

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

1.80K

Mar 31, 26

+1.66K

0.01%

GREAT WEST LIFE ASSURANCE CO /CAN/

1.57K

Mar 31, 26

+61

0.01%

Legal & General Group Plc

1.36K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

1.28K

Mar 31, 26

+742

0.01%

Ameritas Investment Partners, Inc.

1.20K

Mar 31, 26

0.01%

Aquatic Capital Management LLC

823

Mar 31, 26

-2.27K

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

798

Mar 31, 26

-109

0.00%

Advisory Services Network, LLC

656

Mar 31, 26

+656

0.00%

HARBOUR INVESTMENTS, INC.

400

Mar 31, 26

+400

0.00%

SRS Capital Advisors, Inc.

342

Mar 31, 26

+24

0.00%

Smartleaf Asset Management LLC

333

Mar 31, 26

0.00%

Red Tortoise LLC

185

Mar 31, 26

0.00%

Optiver Holding B.V.

148

Mar 31, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

-812

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

ADVISOR GROUP HOLDINGS, INC.

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

Mar 31, 26

-7.83K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-190

Engineers Gate Manager LP

Mar 31, 26

-10.51K

RAYMOND JAMES FINANCIAL INC

Mar 31, 26

-45.48K

SG Americas Securities, LLC

Mar 31, 26

-4.41K

CANADA PENSION PLAN INVESTMENT BOARD

Mar 31, 26

-9.20K

VANGUARD GROUP INC

843.18K

Dec 31, 25

+4.56K

5.21%

TWO SIGMA ADVISERS, LP

110.96K

Dec 31, 25

+15.30K

0.69%

Quest Partners LLC

10.64K

Dec 31, 25

+2.60K

0.07%

COMERICA BANK

227

Dec 31, 25

0.00%

Cubist Systematic Strategies, LLC

26.15K

Sep 30, 25

+26.15K

0.16%

Lion Street Advisors, LLC

5.90K

Sep 30, 25

+5.90K

0.04%

Point72 Asia (Singapore) Pte. Ltd.

733

Sep 30, 25

+733

0.00%

Point72 (DIFC) Ltd

262

Sep 30, 25

+262

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-752

Lindbrook Capital, LLC

Mar 31, 25

+10

0.00%

Nuveen Asset Management, LLC

38.02K

Dec 31, 24

0.23%

BlackRock Inc.

1.61M

Jun 30, 24

+183.69K

9.96%

Private Ocean, LLC

3.60K

Jun 30, 24

+397

0.02%

Burleson & Company, LLC

63.50K

Dec 31, 22

-8

0.39%

Farmer Steven Patrick

140.09K

Jun 30, 22

+140.09K

0.87%

Private Capital Group, LLC

440

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

+20

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

10.73K

Mar 31, 22

-1.07K

0.07%

Amalgamated Financial Corp.

1.86K

Mar 31, 22

+1.86K

0.01%

REILLY FINANCIAL ADVISORS, LLC

632

Dec 31, 21

0.00%

Aperio Group, LLC

12.87K

Dec 31, 20

-2.44K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

10.11K

Dec 31, 19

+90

0.06%

Advisor Group, Inc.

Dec 31, 19

-999

0.00%

TIAA CREF INVESTMENT MANAGEMENT LLC

32.19K

Mar 31, 19

+6.12K

0.20%

TEACHERS ADVISORS, LLC

23.74K

Mar 31, 19

0.15%

Delpha Capital Management, LLC

Mar 31, 18

-116

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.

Dec 31, 17

-573

Jacobus Wealth Management, Inc.

4.50K

Sep 30, 17

0.03%

BlackRock Institutional Trust Company, N.A.

241.63K

Dec 31, 16

+9.44K

1.49%

BlackRock Fund Advisors

195.97K

Dec 31, 16

+27.27K

1.21%

BlackRock Investment Management, LLC

24.66K

Dec 31, 16

-133

0.15%

BLACKROCK ADVISORS LLC

3.34K

Dec 31, 16

-117

0.02%

Emerald Acquisition Ltd.

8.62K

Sep 30, 16

0.05%

ANALYTIC INVESTORS, LLC

5.47K

Sep 30, 16

0.03%

RUSSELL FRANK CO/

2.31K

Mar 31, 16

+1.51K

0.01%

BLACKTHORN INVESTMENT GROUP LLC

5.00K

Sep 30, 15

-1.95K

0.03%

CLEARY GULL INC.

300

Mar 31, 15

+300

0.00%

MUNDER CAPITAL MANAGEMENT

19.01K

Sep 30, 14

-1.62K

0.12%

UBS AG

741

Sep 30, 14

+415

0.00%