Sierra Bancorp(BSRR)

$39.92—

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Sierra Bancorp(BSRR)

NASDAQ

$39.92—

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BSRR(BSRR)

BSRR

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Institutional Ownership

Top 169 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.31M	Jun 30, 26	+61.49K	9.99%
DIMENSIONAL FUND ADVISORS LP	921.63K	Jun 30, 26	-7.60K	7.05%
VANGUARD CAPITAL MANAGEMENT LLC	527.03K	Jun 30, 26	-13.42K	4.03%
Jupiter Topco LLC	438.29K	Jun 30, 26	+438.29K	3.35%
PRIVATE MANAGEMENT GROUP INC	434.07K	Jun 30, 26	-90.15K	3.32%
AMERICAN CENTURY COMPANIES INC	372.68K	Jun 30, 26	+70.81K	2.85%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	357.61K	Jun 30, 26	-2.34K	2.73%
GEODE CAPITAL MANAGEMENT, LLC	315.37K	Jun 30, 26	+30.02K	2.41%
STATE STREET CORP	276.59K	Jun 30, 26	+9.63K	2.11%
FMR LLC	212.02K	Jun 30, 26	-3.48K	1.62%
RENAISSANCE TECHNOLOGIES LLC	185.81K	Jun 30, 26	+4.96K	1.42%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	184.09K	Jun 30, 26	+44.41K	1.41%
NORTHERN TRUST CORP	175.80K	Jun 30, 26	+15.07K	1.34%
CSM Advisors, LLC	163.99K	Jun 30, 26	-180	1.25%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	135.10K	Jun 30, 26	+5.87K	1.03%
MORGAN STANLEY	123.09K	Jun 30, 26	-7.51K	0.94%
VANGUARD PORTFOLIO MANAGEMENT LLC	99.57K	Jun 30, 26	+30.08K	0.76%
BANC FUNDS CO LLC	99.25K	Jun 30, 26	-14.00K	0.76%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	98.08K	Jun 30, 26	-541	0.75%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	93.96K	Jun 30, 26	-13.40K	0.72%
Bank of New York Mellon Corp	92.75K	Jun 30, 26	-653	0.71%
Empowered Funds, LLC	82.10K	Jun 30, 26	+5.87K	0.63%
VANGUARD FIDUCIARY TRUST CO	77.87K	Jun 30, 26	+831	0.60%
LSV ASSET MANAGEMENT	70.60K	Jun 30, 26	+500	0.54%
GOLDMAN SACHS GROUP INC	52.08K	Jun 30, 26	-32.92K	0.40%
Fisher Asset Management, LLC	48.50K	Jun 30, 26	-1.76K	0.37%
FEDERATED HERMES, INC.	46.75K	Jun 30, 26	+3.83K	0.36%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	35.03K	Jun 30, 26	+2.95K	0.27%
Sixth Street Partners Management Company, L.P.	35.03K	Jun 30, 26	+35.03K	0.27%
Connor, Clark & Lunn Investment Management Ltd.	34.84K	Jun 30, 26	-657	0.27%
AQR CAPITAL MANAGEMENT LLC	33.06K	Jun 30, 26	-175	0.25%
Trexquant Investment LP	32.32K	Jun 30, 26	+3.34K	0.25%
JPMORGAN CHASE & CO	26.40K	Jun 30, 26	-1.45K	0.20%
Quantinno Capital Management LP	26.26K	Jun 30, 26	+1.43K	0.20%
PANAGORA ASSET MANAGEMENT INC	25.94K	Jun 30, 26	-22.08K	0.20%
Invesco Ltd.	24.71K	Jun 30, 26	+492	0.19%
Nuveen, LLC	23.28K	Jun 30, 26	--	0.18%
STATE OF WISCONSIN INVESTMENT BOARD	22.95K	Jun 30, 26	+700	0.18%
D. E. Shaw & Co., Inc.	21.61K	Jun 30, 26	+14.36K	0.17%
AMERIPRISE FINANCIAL INC	20.77K	Jun 30, 26	--	0.16%
TWO SIGMA INVESTMENTS, LP	19.10K	Jun 30, 26	-5.52K	0.15%
Mutual Advisors, LLC	18.95K	Jun 30, 26	-2.00K	0.14%
Inspire Investing, LLC	16.77K	Jun 30, 26	+16.77K	0.13%
JACOBS LEVY EQUITY MANAGEMENT, INC	16.33K	Jun 30, 26	-2.09K	0.12%
RHUMBLINE ADVISERS	15.28K	Jun 30, 26	-397	0.12%
ALLIANCEBERNSTEIN L.P.	14.90K	Jun 30, 26	-100	0.11%
FRANKLIN RESOURCES INC	14.49K	Jun 30, 26	-7.66K	0.11%
LAZARD ASSET MANAGEMENT LLC	14.29K	Jun 30, 26	+3.74K	0.11%
MARSHALL WACE, LLP	14.02K	Jun 30, 26	+14.02K	0.11%
VOYA INVESTMENT MANAGEMENT LLC	13.75K	Jun 30, 26	+391	0.11%
DEUTSCHE BANK AG\	13.53K	Jun 30, 26	+1.76K	0.10%
Pasadena Private Wealth, LLC	13.20K	Jun 30, 26	--	0.10%
WELLS FARGO & COMPANY/MN	12.64K	Jun 30, 26	+6.97K	0.10%
BANK OF AMERICA CORP /DE/	12.55K	Jun 30, 26	-3.19K	0.10%
MKT Advisors LLC	12.32K	Jun 30, 26	--	0.09%
XTX Topco Ltd	11.83K	Jun 30, 26	+11.83K	0.09%
MILLENNIUM MANAGEMENT LLC	11.57K	Jun 30, 26	-23.67K	0.09%
PRUDENTIAL FINANCIAL INC	10.62K	Jun 30, 26	+100	0.08%
PRICE T ROWE ASSOCIATES INC /MD/	10.02K	Jun 30, 26	+1.75K	0.08%
MARTINGALE ASSET MANAGEMENT L P	9.94K	Jun 30, 26	-4.92K	0.08%
Sequoia Financial Advisors, LLC	9.45K	Jun 30, 26	+9.45K	0.07%
Engineers Gate Manager LP	9.20K	Jun 30, 26	+9.20K	0.07%
Integrated Quantitative Investments LLC	8.96K	Jun 30, 26	+692	0.07%
Creative Planning	8.47K	Jun 30, 26	+2.29K	0.06%
BNP PARIBAS ARBITRAGE, SNC	8.46K	Jun 30, 26	+2.68K	0.06%
Mariner, LLC	8.28K	Jun 30, 26	-10.29K	0.06%
STRS OHIO	8.20K	Jun 30, 26	-2.70K	0.06%
MetLife Investment Management, LLC	8.00K	Jun 30, 26	-36	0.06%
UBS Group AG	7.39K	Jun 30, 26	+123	0.06%
CANADA PENSION PLAN INVESTMENT BOARD	7.00K	Jun 30, 26	--	0.05%
CITIGROUP INC	6.60K	Jun 30, 26	+4.90K	0.05%
Gradient Investments LLC	6.56K	Jun 30, 26	--	0.05%
Russell Investments Group, Ltd.	6.47K	Jun 30, 26	+5.37K	0.05%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	5.60K	Jun 30, 26	-501	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5.52K	Jun 30, 26	-306	0.04%
CITADEL ADVISORS LLC	5.47K	Jun 30, 26	+5.47K	0.04%
Western Financial Corp/CA	5.36K	Jun 30, 26	+5.36K	0.04%
CI Private Wealth, LLC	5.31K	Jun 30, 26	+5.31K	0.04%
SEI INVESTMENTS CO	5.12K	Jun 30, 26	-3.26K	0.04%
Vanguard Global Advisers, LLC	4.93K	Jun 30, 26	--	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	3.81K	Jun 30, 26	--	0.03%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	3.66K	Jun 30, 26	--	0.03%
BARCLAYS PLC	3.64K	Jun 30, 26	-923	0.03%
BFSG, LLC	3.60K	Jun 30, 26	-930	0.03%
Police & Firemen's Retirement System of New Jersey	3.50K	Jun 30, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	3.04K	Jun 30, 26	+3.04K	0.02%
ADVISOR GROUP HOLDINGS, INC.	2.76K	Jun 30, 26	+2.69K	0.02%
Integrated Wealth Concepts LLC	2.31K	Jun 30, 26	+2.31K	0.02%
Ameritas Advisory Services, LLC	2.31K	Jun 30, 26	+2.31K	0.02%
LOS ANGELES CAPITAL MANAGEMENT LLC	2.01K	Jun 30, 26	-822	0.02%
GREAT WEST LIFE ASSURANCE CO /CAN/	1.35K	Jun 30, 26	-101	0.01%
SRS Capital Advisors, Inc.	1.28K	Jun 30, 26	+1.22K	0.01%
WHITTIER TRUST CO	1.16K	Jun 30, 26	--	0.01%
Legal & General Group Plc	1.12K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.02K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	908	Jun 30, 26	-1.30K	0.01%
ROYAL BANK OF CANADA	751	Jun 30, 26	+453	0.01%
Pinnacle Wealth Planning Services, Inc.	652	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	546	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	502	Jun 30, 26	--	0.00%
IFP Advisors, Inc	301	Jun 30, 26	-5	0.00%
GAMMA Investing LLC	243	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	242	Jun 30, 26	-158	0.00%
Farther Finance Advisors, LLC	232	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	216	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	215	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	180	Jun 30, 26	--	0.00%
Allworth Financial LP	178	Jun 30, 26	+7	0.00%
JONES FINANCIAL COMPANIES LLLP	175	Jun 30, 26	+175	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	134	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	88	Jun 30, 26	-276	0.00%
Quarry LP	56	Jun 30, 26	+56	0.00%
Essential Partners LLC	54	Jun 30, 26	-146	0.00%
ASSETMARK, INC	49	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	46	Jun 30, 26	--	0.00%
Optiver Holding B.V.	36	Jun 30, 26	-96	0.00%
Larson Financial Group LLC	32	Jun 30, 26	+32	0.00%
NISA INVESTMENT ADVISORS, LLC	29	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	28	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	18	Jun 30, 26	--	0.00%
True Wealth Design, LLC	13	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	11	Jun 30, 26	+11	0.00%
SIGNATUREFD, LLC	8	Jun 30, 26	+8	0.00%
ROTHSCHILD INVESTMENT LLC	5	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-7	--
US BANCORP \DE\	--	Jun 30, 26	-8	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-26.10K	--
Root Financial Partners, LLC	--	Jun 30, 26	-14	--
OCCUDO QUANTITATIVE STRATEGIES LP	--	Jun 30, 26	-5.58K	--
JANUS HENDERSON GROUP PLC	344.13K	Mar 31, 26	+85.10K	2.63%
CWM, LLC	5.96K	Mar 31, 26	-50	0.05%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	663	Mar 31, 26	-91	0.01%
Parkside Financial Bank & Trust	20	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	734.54K	Dec 31, 25	+971	5.62%
TWO SIGMA ADVISERS, LP	12.70K	Dec 31, 25	-2.90K	0.10%
Brandywine Global Investment Management, LLC	8.19K	Dec 31, 25	--	0.06%
Foundry Partners, LLC	175.62K	Mar 31, 25	-1.06K	1.34%
Lindbrook Capital, LLC	48	Mar 31, 25	-13	0.00%
Nuveen Asset Management, LLC	34.44K	Dec 31, 24	--	0.26%
BlackRock Inc.	1.36M	Jun 30, 24	+7.85K	10.40%
EA Series Trust	51.26K	Jun 30, 23	+51.26K	0.39%
Walthausen & Co., LLC	50.46K	Sep 30, 22	--	0.39%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	14.64K	Sep 30, 22	+1.20K	0.11%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	75.93K	Mar 31, 22	-732	0.58%
Amalgamated Financial Corp.	1.70K	Mar 31, 22	+1.70K	0.01%
Berman Capital Advisors, LLC	102	Sep 30, 21	+57	0.00%
CHICAGO EQUITY PARTNERS LLC	--	Mar 31, 20	-7.29K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	125	Dec 31, 19	--	0.00%
Advisor Group, Inc.	--	Dec 31, 19	-1.80K	--
TIAA CREF INVESTMENT MANAGEMENT LLC	27.51K	Mar 31, 19	-337	0.21%
TEACHERS ADVISORS, LLC	22.72K	Mar 31, 19	--	0.17%
Delpha Capital Management, LLC	--	Mar 31, 18	-85	--
Numeric Investors LLC	250.40K	Dec 31, 17	-2.40K	1.91%
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	15.43K	Dec 31, 17	+8.20K	0.12%
Acrospire Investment Management LLC	--	Sep 30, 17	-587	--
BlackRock Institutional Trust Company, N.A.	404.81K	Dec 31, 16	-23	3.10%
BlackRock Fund Advisors	385.63K	Dec 31, 16	+55.94K	2.95%
BlackRock Investment Management, LLC	48.85K	Dec 31, 16	-677	0.37%
BlackRock Group LTD	13.12K	Dec 31, 16	--	0.10%
BLACKROCK ADVISORS LLC	7.33K	Dec 31, 16	-941	0.06%
Emerald Acquisition Ltd.	9.55K	Sep 30, 16	--	0.07%
RUSSELL FRANK CO/	5.45K	Mar 31, 16	+5.45K	0.04%
MANAGED ACCOUNT ADVISORS LLC	2.83K	Jun 30, 15	+319	0.02%
MUNDER CAPITAL MANAGEMENT	34.39K	Sep 30, 14	--	0.26%
UBS AG	400	Sep 30, 14	--	0.00%
MANULIFE INVESTMENT MANAGEMENT (US) LLC	406.77K	Mar 31, 13	+2.61K	3.11%
First Allied Securities, Inc.	200	Jun 30, 12	--	0.00%
MACATAWA BANK CORP	20.00K	Sep 30, 09	+4.00K	0.15%

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Holder

Date

Change

% Held

BlackRock, Inc.

1.31M

Jun 30, 26

+61.49K

9.99%

DIMENSIONAL FUND ADVISORS LP

921.63K

Jun 30, 26

-7.60K

7.05%

VANGUARD CAPITAL MANAGEMENT LLC

527.03K

Jun 30, 26

-13.42K

4.03%

Jupiter Topco LLC

438.29K

Jun 30, 26

+438.29K

3.35%

PRIVATE MANAGEMENT GROUP INC

434.07K

Jun 30, 26

-90.15K

3.32%

AMERICAN CENTURY COMPANIES INC

372.68K

Jun 30, 26

+70.81K

2.85%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

357.61K

Jun 30, 26

-2.34K

2.73%

GEODE CAPITAL MANAGEMENT, LLC

315.37K

Jun 30, 26

+30.02K

2.41%

STATE STREET CORP

276.59K

Jun 30, 26

+9.63K

2.11%

FMR LLC

212.02K

Jun 30, 26

-3.48K

1.62%

RENAISSANCE TECHNOLOGIES LLC

185.81K

Jun 30, 26

+4.96K

1.42%

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

184.09K

Jun 30, 26

+44.41K

1.41%

NORTHERN TRUST CORP

175.80K

Jun 30, 26

+15.07K

1.34%

CSM Advisors, LLC

163.99K

Jun 30, 26

-180

1.25%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

135.10K

Jun 30, 26

+5.87K

1.03%

MORGAN STANLEY

123.09K

Jun 30, 26

-7.51K

0.94%

VANGUARD PORTFOLIO MANAGEMENT LLC

99.57K

Jun 30, 26

+30.08K

0.76%

BANC FUNDS CO LLC

99.25K

Jun 30, 26

-14.00K

0.76%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

98.08K

Jun 30, 26

-541

0.75%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

93.96K

Jun 30, 26

-13.40K

0.72%

Bank of New York Mellon Corp

92.75K

Jun 30, 26

-653

0.71%

Empowered Funds, LLC

82.10K

Jun 30, 26

+5.87K

0.63%

VANGUARD FIDUCIARY TRUST CO

77.87K

Jun 30, 26

+831

0.60%

LSV ASSET MANAGEMENT

70.60K

Jun 30, 26

+500

0.54%

GOLDMAN SACHS GROUP INC

52.08K

Jun 30, 26

-32.92K

0.40%

Fisher Asset Management, LLC

48.50K

Jun 30, 26

-1.76K

0.37%

FEDERATED HERMES, INC.

46.75K

Jun 30, 26

+3.83K

0.36%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

35.03K

Jun 30, 26

+2.95K

0.27%

Sixth Street Partners Management Company, L.P.

35.03K

Jun 30, 26

+35.03K

0.27%

Connor, Clark & Lunn Investment Management Ltd.

34.84K

Jun 30, 26

-657

0.27%

AQR CAPITAL MANAGEMENT LLC

33.06K

Jun 30, 26

-175

0.25%

Trexquant Investment LP

32.32K

Jun 30, 26

+3.34K

0.25%

JPMORGAN CHASE & CO

26.40K

Jun 30, 26

-1.45K

0.20%

Quantinno Capital Management LP

26.26K

Jun 30, 26

+1.43K

0.20%

PANAGORA ASSET MANAGEMENT INC

25.94K

Jun 30, 26

-22.08K

0.20%

Invesco Ltd.

24.71K

Jun 30, 26

+492

0.19%

Nuveen, LLC

23.28K

Jun 30, 26

0.18%

STATE OF WISCONSIN INVESTMENT BOARD

22.95K

Jun 30, 26

+700

0.18%

D. E. Shaw & Co., Inc.

21.61K

Jun 30, 26

+14.36K

0.17%

AMERIPRISE FINANCIAL INC

20.77K

Jun 30, 26

0.16%

TWO SIGMA INVESTMENTS, LP

19.10K

Jun 30, 26

-5.52K

0.15%

Mutual Advisors, LLC

18.95K

Jun 30, 26

-2.00K

0.14%

Inspire Investing, LLC

16.77K

Jun 30, 26

+16.77K

0.13%

JACOBS LEVY EQUITY MANAGEMENT, INC

16.33K

Jun 30, 26

-2.09K

0.12%

RHUMBLINE ADVISERS

15.28K

Jun 30, 26

-397

0.12%

ALLIANCEBERNSTEIN L.P.

14.90K

Jun 30, 26

-100

0.11%

FRANKLIN RESOURCES INC

14.49K

Jun 30, 26

-7.66K

0.11%

LAZARD ASSET MANAGEMENT LLC

14.29K

Jun 30, 26

+3.74K

0.11%

MARSHALL WACE, LLP

14.02K

Jun 30, 26

+14.02K

0.11%

VOYA INVESTMENT MANAGEMENT LLC

13.75K

Jun 30, 26

+391

0.11%

DEUTSCHE BANK AG\

13.53K

Jun 30, 26

+1.76K

0.10%

Pasadena Private Wealth, LLC

13.20K

Jun 30, 26

0.10%

WELLS FARGO & COMPANY/MN

12.64K

Jun 30, 26

+6.97K

0.10%

BANK OF AMERICA CORP /DE/

12.55K

Jun 30, 26

-3.19K

0.10%

MKT Advisors LLC

12.32K

Jun 30, 26

0.09%

XTX Topco Ltd

11.83K

Jun 30, 26

+11.83K

0.09%

MILLENNIUM MANAGEMENT LLC

11.57K

Jun 30, 26

-23.67K

0.09%

PRUDENTIAL FINANCIAL INC

10.62K

Jun 30, 26

+100

0.08%

PRICE T ROWE ASSOCIATES INC /MD/

10.02K

Jun 30, 26

+1.75K

0.08%

MARTINGALE ASSET MANAGEMENT L P

9.94K

Jun 30, 26

-4.92K

0.08%

Sequoia Financial Advisors, LLC

9.45K

Jun 30, 26

+9.45K

0.07%

Engineers Gate Manager LP

9.20K

Jun 30, 26

+9.20K

0.07%

Integrated Quantitative Investments LLC

8.96K

Jun 30, 26

+692

0.07%

Creative Planning

8.47K

Jun 30, 26

+2.29K

0.06%

BNP PARIBAS ARBITRAGE, SNC

8.46K

Jun 30, 26

+2.68K

0.06%

Mariner, LLC

8.28K

Jun 30, 26

-10.29K

0.06%

STRS OHIO

8.20K

Jun 30, 26

-2.70K

0.06%

MetLife Investment Management, LLC

8.00K

Jun 30, 26

-36

0.06%

UBS Group AG

7.39K

Jun 30, 26

+123

0.06%

CANADA PENSION PLAN INVESTMENT BOARD

7.00K

Jun 30, 26

0.05%

CITIGROUP INC

6.60K

Jun 30, 26

+4.90K

0.05%

Gradient Investments LLC

6.56K

Jun 30, 26

0.05%

Russell Investments Group, Ltd.

6.47K

Jun 30, 26

+5.37K

0.05%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

5.60K

Jun 30, 26

-501

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

5.52K

Jun 30, 26

-306

0.04%

CITADEL ADVISORS LLC

5.47K

Jun 30, 26

+5.47K

0.04%

Western Financial Corp/CA

5.36K

Jun 30, 26

+5.36K

0.04%

CI Private Wealth, LLC

5.31K

Jun 30, 26

+5.31K

0.04%

SEI INVESTMENTS CO

5.12K

Jun 30, 26

-3.26K

0.04%

Vanguard Global Advisers, LLC

4.93K

Jun 30, 26

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

3.81K

Jun 30, 26

0.03%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

3.66K

Jun 30, 26

0.03%

BARCLAYS PLC

3.64K

Jun 30, 26

-923

0.03%

BFSG, LLC

3.60K

Jun 30, 26

-930

0.03%

Police & Firemen's Retirement System of New Jersey

3.50K

Jun 30, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

3.04K

Jun 30, 26

+3.04K

0.02%

ADVISOR GROUP HOLDINGS, INC.

2.76K

Jun 30, 26

+2.69K

0.02%

Integrated Wealth Concepts LLC

2.31K

Jun 30, 26

+2.31K

0.02%

Ameritas Advisory Services, LLC

2.31K

Jun 30, 26

+2.31K

0.02%

LOS ANGELES CAPITAL MANAGEMENT LLC

2.01K

Jun 30, 26

-822

0.02%

GREAT WEST LIFE ASSURANCE CO /CAN/

1.35K

Jun 30, 26

-101

0.01%

SRS Capital Advisors, Inc.

1.28K

Jun 30, 26

+1.22K

0.01%

WHITTIER TRUST CO

1.16K

Jun 30, 26

0.01%

Legal & General Group Plc

1.12K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

1.02K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

908

Jun 30, 26

-1.30K

0.01%

ROYAL BANK OF CANADA

751

Jun 30, 26

+453

0.01%

Pinnacle Wealth Planning Services, Inc.

652

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

546

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

502

Jun 30, 26

0.00%

IFP Advisors, Inc

301

Jun 30, 26

-5

0.00%

GAMMA Investing LLC

243

Jun 30, 26

0.00%

Sterling Capital Management LLC

242

Jun 30, 26

-158

0.00%

Farther Finance Advisors, LLC

232

Jun 30, 26

0.00%

Versant Capital Management, Inc

216

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

215

Jun 30, 26

0.00%

North Star Investment Management Corp.

180

Jun 30, 26

0.00%

Allworth Financial LP

178

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

175

Jun 30, 26

+175

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

134

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-276

0.00%

Quarry LP

Jun 30, 26

+56

0.00%

Essential Partners LLC

Jun 30, 26

-146

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Optiver Holding B.V.

Jun 30, 26

-96

0.00%

Larson Financial Group LLC

Jun 30, 26

+32

0.00%

NISA INVESTMENT ADVISORS, LLC

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

0.00%

Fortitude Family Office, LLC

Jun 30, 26

+11

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-7

US BANCORP \DE\

Jun 30, 26

-8

JANE STREET GROUP, LLC

Jun 30, 26

-26.10K

Root Financial Partners, LLC

Jun 30, 26

-14

OCCUDO QUANTITATIVE STRATEGIES LP

Jun 30, 26

-5.58K

JANUS HENDERSON GROUP PLC

344.13K

Mar 31, 26

+85.10K

2.63%

CWM, LLC

5.96K

Mar 31, 26

-50

0.05%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

663

Mar 31, 26

-91

0.01%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

VANGUARD GROUP INC

734.54K

Dec 31, 25

+971

5.62%

TWO SIGMA ADVISERS, LP

12.70K

Dec 31, 25

-2.90K

0.10%

Brandywine Global Investment Management, LLC

8.19K

Dec 31, 25

0.06%

Foundry Partners, LLC

175.62K

Mar 31, 25

-1.06K

1.34%

Lindbrook Capital, LLC

Mar 31, 25

-13

0.00%

Nuveen Asset Management, LLC

34.44K

Dec 31, 24

0.26%

BlackRock Inc.

1.36M

Jun 30, 24

+7.85K

10.40%

EA Series Trust

51.26K

Jun 30, 23

+51.26K

0.39%

Walthausen & Co., LLC

50.46K

Sep 30, 22

0.39%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

14.64K

Sep 30, 22

+1.20K

0.11%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

75.93K

Mar 31, 22

-732

0.58%

Amalgamated Financial Corp.

1.70K

Mar 31, 22

+1.70K

0.01%

Berman Capital Advisors, LLC

102

Sep 30, 21

+57

0.00%

CHICAGO EQUITY PARTNERS LLC

Mar 31, 20

-7.29K

LADENBURG THALMANN FINANCIAL SERVICES INC.

125

Dec 31, 19

0.00%

Advisor Group, Inc.

Dec 31, 19

-1.80K

TIAA CREF INVESTMENT MANAGEMENT LLC

27.51K

Mar 31, 19

-337

0.21%

TEACHERS ADVISORS, LLC

22.72K

Mar 31, 19

0.17%

Delpha Capital Management, LLC

Mar 31, 18

-85

Numeric Investors LLC

250.40K

Dec 31, 17

-2.40K

1.91%

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.

15.43K

Dec 31, 17

+8.20K

0.12%

Acrospire Investment Management LLC

Sep 30, 17

-587

BlackRock Institutional Trust Company, N.A.

404.81K

Dec 31, 16

-23

3.10%

BlackRock Fund Advisors

385.63K

Dec 31, 16

+55.94K

2.95%

BlackRock Investment Management, LLC

48.85K

Dec 31, 16

-677

0.37%

BlackRock Group LTD

13.12K

Dec 31, 16

0.10%

BLACKROCK ADVISORS LLC

7.33K

Dec 31, 16

-941

0.06%

Emerald Acquisition Ltd.

9.55K

Sep 30, 16

0.07%

RUSSELL FRANK CO/

5.45K

Mar 31, 16

+5.45K

0.04%

MANAGED ACCOUNT ADVISORS LLC

2.83K

Jun 30, 15

+319

0.02%

MUNDER CAPITAL MANAGEMENT

34.39K

Sep 30, 14

0.26%

UBS AG

400

Sep 30, 14

0.00%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

406.77K

Mar 31, 13

+2.61K

3.11%

First Allied Securities, Inc.

200

Jun 30, 12

0.00%

MACATAWA BANK CORP

20.00K

Sep 30, 09

+4.00K

0.15%