Coastal Financial Corporation(CCB)

$50.70—

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Coastal Financial Corporation(CCB)

NASDAQ

$50.70—

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CCB(CCB)

CCB

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Institutional Ownership

Top 246 Institutional Holders

Holder	Shares	Date	Change	% Held
T. Rowe Price Investment Management, Inc.	1.35M	Jun 30, 26	+78.56K	8.88%
BlackRock, Inc.	1.10M	Jun 30, 26	+128.31K	7.23%
STATE STREET CORP	582.97K	Jun 30, 26	+28.01K	3.82%
VANGUARD CAPITAL MANAGEMENT LLC	573.58K	Jun 30, 26	+11.36K	3.76%
COOPER CREEK PARTNERS MANAGEMENT LLC	467.51K	Jun 30, 26	+17.38K	3.07%
Azora Capital LP	457.33K	Jun 30, 26	-201.28K	3.00%
ENDEAVOUR CAPITAL ADVISORS INC	429.70K	Jun 30, 26	+156.10K	2.82%
AMERICAN CENTURY COMPANIES INC	420.24K	Jun 30, 26	+1.57K	2.76%
FMR LLC	378.99K	Jun 30, 26	+8.24K	2.49%
DIMENSIONAL FUND ADVISORS LP	372.28K	Jun 30, 26	+12.71K	2.44%
WELLINGTON MANAGEMENT GROUP LLP	360.92K	Jun 30, 26	-86.51K	2.37%
GEODE CAPITAL MANAGEMENT, LLC	341.13K	Jun 30, 26	+21.60K	2.24%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	335.66K	Jun 30, 26	-2.16K	2.20%
LOOMIS SAYLES & CO L P	284.47K	Jun 30, 26	-20.32K	1.87%
CITADEL ADVISORS LLC	235.22K	Jun 30, 26	+180.34K	1.54%
EMERALD ADVISERS, LLC	216.33K	Jun 30, 26	-4.85K	1.42%
GW&K Investment Management, LLC	174.20K	Jun 30, 26	-7.79K	1.14%
KENNEDY CAPITAL MANAGEMENT LLC	168.28K	Jun 30, 26	+9.52K	1.10%
EMERALD MUTUAL FUND ADVISERS TRUST	156.66K	Jun 30, 26	--	1.03%
Stieven Capital Advisors, L.P.	155.77K	Jun 30, 26	+45.20K	1.02%
UBS Group AG	151.31K	Jun 30, 26	-8.40K	0.99%
JCSD Capital, LLC	145.14K	Jun 30, 26	+5.00K	0.95%
ALLIANCEBERNSTEIN L.P.	141.33K	Jun 30, 26	+26.30K	0.93%
Ranger Investment Management, L.P.	138.90K	Jun 30, 26	-12.20K	0.91%
Advisors Capital Management, LLC	133.58K	Jun 30, 26	+3.58K	0.88%
PEREGRINE CAPITAL MANAGEMENT LLC	132.83K	Jun 30, 26	-6.78K	0.87%
NORTHERN TRUST CORP	116.90K	Jun 30, 26	+8.51K	0.77%
GOLDMAN SACHS GROUP INC	116.11K	Jun 30, 26	+30.32K	0.76%
D.A. DAVIDSON & CO.	112.04K	Jun 30, 26	-13.50K	0.73%
Sixth Street Partners Management Company, L.P.	110.03K	Jun 30, 26	+110.03K	0.72%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	110.03K	Jun 30, 26	+2.30K	0.72%
Brevan Howard Capital Management LP	105.00K	Jun 30, 26	-25.00K	0.69%
JACOBS ASSET MANAGEMENT, LLC	101.49K	Jun 30, 26	+12.34K	0.67%
VANGUARD FIDUCIARY TRUST CO	93.76K	Jun 30, 26	+2.99K	0.61%
STATE OF WISCONSIN INVESTMENT BOARD	91.56K	Jun 30, 26	-4.08K	0.60%
PRICE T ROWE ASSOCIATES INC /MD/	90.21K	Jun 30, 26	+4.17K	0.59%
STIFEL FINANCIAL CORP	88.64K	Jun 30, 26	-5.24K	0.58%
BANK OF AMERICA CORP /DE/	80.94K	Jun 30, 26	-5.72K	0.53%
UBS ASSET MANAGEMENT AMERICAS INC	75.50K	Jun 30, 26	-193.19K	0.50%
MILLENNIUM MANAGEMENT LLC	75.30K	Jun 30, 26	-25.88K	0.49%
SILVERCREST ASSET MANAGEMENT GROUP LLC	73.50K	Jun 30, 26	-3.58K	0.48%
SEGALL BRYANT & HAMILL, LLC	70.81K	Jun 30, 26	+1.24K	0.46%
MORGAN STANLEY	67.51K	Jun 30, 26	-10.49K	0.44%
Qube Research & Technologies Ltd	67.42K	Jun 30, 26	+55.32K	0.44%
Curated Wealth Partners LLC	65.00K	Jun 30, 26	+65.00K	0.43%
BALYASNY ASSET MANAGEMENT L.P.	62.04K	Jun 30, 26	+37.95K	0.41%
ROYCE & ASSOCIATES LP	60.08K	Jun 30, 26	+4.40K	0.39%
MENDON CAPITAL ADVISORS CORP	56.00K	Jun 30, 26	--	0.37%
Russell Investments Group, Ltd.	54.72K	Jun 30, 26	+3.70K	0.36%
Trexquant Investment LP	52.97K	Jun 30, 26	+38.36K	0.35%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	50.63K	Jun 30, 26	+755	0.33%
RMB Capital Management, LLC	50.00K	Jun 30, 26	--	0.33%
BOOTHBAY FUND MANAGEMENT, LLC	48.52K	Jun 30, 26	-13.28K	0.32%
D. E. Shaw & Co., Inc.	47.56K	Jun 30, 26	+47.56K	0.31%
FRANKLIN RESOURCES INC	45.09K	Jun 30, 26	-500	0.30%
MACQUARIE MANAGEMENT HOLDINGS, INC.	43.36K	Jun 30, 26	-1.66K	0.28%
Brinker Capital Investments, LLC	40.95K	Jun 30, 26	-2.02K	0.27%
Bank of New York Mellon Corp	38.87K	Jun 30, 26	+2.95K	0.25%
Point72 Asset Management, L.P.	34.18K	Jun 30, 26	+19.95K	0.22%
Nuveen, LLC	33.47K	Jun 30, 26	-2.80K	0.22%
Numerai GP LLC	29.86K	Jun 30, 26	+12.42K	0.20%
ENVESTNET ASSET MANAGEMENT INC	29.54K	Jun 30, 26	-2.88K	0.19%
VICTORY CAPITAL MANAGEMENT INC	29.45K	Jun 30, 26	+19	0.19%
John W. Rosenthal Capital Management, Inc.	29.01K	Jun 30, 26	--	0.19%
ExodusPoint Capital Management, LP	26.64K	Jun 30, 26	-675	0.17%
PMC FIG Opportunities LLC	26.61K	Jun 30, 26	-37.01K	0.17%
Swiss National Bank	25.96K	Jun 30, 26	-800	0.17%
Pacific Ridge Capital Partners, LLC	24.22K	Jun 30, 26	+3.82K	0.16%
Arcus Capital Partners, LLC	24.18K	Jun 30, 26	+6.55K	0.16%
SEI INVESTMENTS CO	24.09K	Jun 30, 26	-9.21K	0.16%
Quent Capital, LLC	21.00K	Jun 30, 26	--	0.14%
Cox Capital Mgt LLC	19.98K	Jun 30, 26	-469	0.13%
Riverwater Partners LLC	19.90K	Jun 30, 26	-253	0.13%
XTX Topco Ltd	18.95K	Jun 30, 26	-7.13K	0.12%
CITIGROUP INC	18.45K	Jun 30, 26	-141	0.12%
FEDERATED HERMES, INC.	18.25K	Jun 30, 26	-15	0.12%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	18.06K	Jun 30, 26	+6.43K	0.12%
Invesco Ltd.	17.76K	Jun 30, 26	+365	0.12%
Quantbot Technologies LP	16.74K	Jun 30, 26	+14.52K	0.11%
RHUMBLINE ADVISERS	15.98K	Jun 30, 26	+715	0.10%
KING LUTHER CAPITAL MANAGEMENT CORP	15.83K	Jun 30, 26	+151	0.10%
Jump Financial, LLC	15.82K	Jun 30, 26	+15.82K	0.10%
Y-Intercept (Hong Kong) Ltd	15.44K	Jun 30, 26	-9.32K	0.10%
TRUIST FINANCIAL CORP	15.13K	Jun 30, 26	+199	0.10%
Quantinno Capital Management LP	14.88K	Jun 30, 26	-10.50K	0.10%
Walleye Capital LLC	14.71K	Jun 30, 26	+14.71K	0.10%
Rafferty Asset Management, LLC	14.38K	Jun 30, 26	-6.64K	0.09%
DEUTSCHE BANK AG\	14.24K	Jun 30, 26	+2.53K	0.09%
Legal & General Group Plc	13.92K	Jun 30, 26	+4.07K	0.09%
Squarepoint Ops LLC	13.44K	Jun 30, 26	+8.48K	0.09%
BARCLAYS PLC	12.83K	Jun 30, 26	-18.04K	0.08%
WELLS FARGO & COMPANY/MN	12.60K	Jun 30, 26	+7.92K	0.08%
First Bank & Trust	12.01K	Jun 30, 26	+630	0.08%
EJF Capital LLC	11.85K	Jun 30, 26	-416	0.08%
BNP PARIBAS ARBITRAGE, SNC	11.81K	Jun 30, 26	+717	0.08%
HSBC HOLDINGS PLC	11.28K	Jun 30, 26	+11.28K	0.07%
Vident Advisory, LLC	11.21K	Jun 30, 26	+223	0.07%
AQR CAPITAL MANAGEMENT LLC	10.97K	Jun 30, 26	+4.38K	0.07%
US BANCORP \DE\	10.91K	Jun 30, 26	-21	0.07%
AMERIPRISE FINANCIAL INC	10.70K	Jun 30, 26	-1.05K	0.07%
INTRUST BANK NA	9.69K	Jun 30, 26	-950	0.06%
Diversify Advisory Services, LLC	9.32K	Jun 30, 26	+9.32K	0.06%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.32K	Jun 30, 26	+91	0.06%
Entropy Technologies, LP	9.18K	Jun 30, 26	+6.54K	0.06%
VANGUARD ASSET MANAGEMENT, Ltd	8.98K	Jun 30, 26	--	0.06%
Creative Planning	7.92K	Jun 30, 26	+647	0.05%
MetLife Investment Management, LLC	7.64K	Jun 30, 26	+398	0.05%
FIRST TRUST ADVISORS LP	7.13K	Jun 30, 26	-41.58K	0.05%
SummerHaven Investment Management, LLC	6.92K	Jun 30, 26	--	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6.10K	Jun 30, 26	+59	0.04%
JPMORGAN CHASE & CO	6.08K	Jun 30, 26	+238	0.04%
CI Private Wealth, LLC	5.97K	Jun 30, 26	-9.66K	0.04%
RAYMOND JAMES FINANCIAL INC	5.83K	Jun 30, 26	+361	0.04%
MARSHALL WACE, LLP	5.72K	Jun 30, 26	+5.72K	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	5.67K	Jun 30, 26	+1.40K	0.04%
Zurcher Kantonalbank (Zurich Cantonalbank)	5.60K	Jun 30, 26	+3.83K	0.04%
LPL Financial LLC	5.44K	Jun 30, 26	+304	0.04%
Vanguard Global Advisers, LLC	5.22K	Jun 30, 26	--	0.03%
Madrona Financial Services, LLC	4.87K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.82K	Jun 30, 26	+140	0.03%
Engineers Gate Manager LP	4.54K	Jun 30, 26	+4.54K	0.03%
Capital Advisors Wealth Management, LLC	4.51K	Jun 30, 26	--	0.03%
Quadrature Capital Ltd	4.38K	Jun 30, 26	+4.38K	0.03%
Aquatic Capital Management LLC	4.31K	Jun 30, 26	+4.31K	0.03%
DRW Securities, LLC	4.25K	Jun 30, 26	+4.25K	0.03%
Pathstone Holdings, LLC	4.00K	Jun 30, 26	-3.50K	0.03%
Police & Firemen's Retirement System of New Jersey	3.97K	Jun 30, 26	+599	0.03%
SG Americas Securities, LLC	3.84K	Jun 30, 26	-9.88K	0.03%
Arizona State Retirement System	3.57K	Jun 30, 26	-162	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	3.26K	Jun 30, 26	+3.26K	0.02%
TWO SIGMA INVESTMENTS, LP	3.21K	Jun 30, 26	-587	0.02%
Magnus Financial Group LLC	3.15K	Jun 30, 26	--	0.02%
WINTON GROUP Ltd	3.10K	Jun 30, 26	+3.10K	0.02%
Tradewinds Capital Management, LLC	3.10K	Jun 30, 26	--	0.02%
AIGEN INVESTMENT MANAGEMENT, LP	3.08K	Jun 30, 26	+3.08K	0.02%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3.07K	Jun 30, 26	--	0.02%
Vanguard Investments Australia, Ltd.	3.05K	Jun 30, 26	--	0.02%
Kings Path Partners LLC	3.02K	Jun 30, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	2.96K	Jun 30, 26	-96	0.02%
KLP KAPITALFORVALTNING AS	2.90K	Jun 30, 26	--	0.02%
SummitTX Capital, L.P.	2.88K	Jun 30, 26	+2.88K	0.02%
State of Alaska, Department of Revenue	2.87K	Jun 30, 26	--	0.02%
EntryPoint Capital, LLC	2.80K	Jun 30, 26	-3.76K	0.02%
VOYA INVESTMENT MANAGEMENT LLC	2.72K	Jun 30, 26	+2.72K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.67K	Jun 30, 26	-15.97K	0.02%
Parallel Advisors, LLC	2.41K	Jun 30, 26	-223	0.02%
Farther Finance Advisors, LLC	2.17K	Jun 30, 26	-50	0.01%
AMERIFLEX GROUP, INC.	1.93K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.65K	Jun 30, 26	+1.65K	0.01%
ADVISOR GROUP HOLDINGS, INC.	1.41K	Jun 30, 26	+944	0.01%
Ameritas Investment Partners, Inc.	1.20K	Jun 30, 26	+124	0.01%
First Pacific Financial	1.13K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	917	Jun 30, 26	-658	0.01%
FIRST HORIZON CORP	644	Jun 30, 26	-195	0.00%
Smartleaf Asset Management LLC	624	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	604	Jun 30, 26	+604	0.00%
ROYAL BANK OF CANADA	438	Jun 30, 26	-3.86K	0.00%
IMA Wealth, Inc.	207	Jun 30, 26	--	0.00%
Rossby Financial, LCC	205	Jun 30, 26	-4	0.00%
NewEdge Advisors, LLC	202	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	195	Jun 30, 26	+195	0.00%
Versant Capital Management, Inc	167	Jun 30, 26	-102	0.00%
BNP Paribas Asset Management Holding S.A.	141	Jun 30, 26	-77	0.00%
Allworth Financial LP	130	Jun 30, 26	-44	0.00%
MASSMUTUAL TRUST CO FSB/ADV	126	Jun 30, 26	-114	0.00%
UMB Bank, n.a.	123	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	102	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	82	Jun 30, 26	+62	0.00%
Optiver Holding B.V.	82	Jun 30, 26	+56	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	80	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	79	Jun 30, 26	-32.12K	0.00%
HARBOR CAPITAL ADVISORS, INC.	70	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	58	Jun 30, 26	+58	0.00%
Quarry LP	50	Jun 30, 26	+33	0.00%
ROTHSCHILD INVESTMENT LLC	48	Jun 30, 26	+23	0.00%
ASSETMARK, INC	47	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	47	Jun 30, 26	-37	0.00%
ATWOOD & PALMER INC	33	Jun 30, 26	--	0.00%
Crewe Advisors LLC	27	Jun 30, 26	+27	0.00%
FIFTH THIRD BANCORP	23	Jun 30, 26	+6	0.00%
CoreCap Advisors, LLC	9	Jun 30, 26	+9	0.00%
Covestor Ltd	9	Jun 30, 26	+9	0.00%
Physician Wealth Advisors, Inc.	9	Jun 30, 26	+9	0.00%
Larson Financial Group LLC	7	Jun 30, 26	+7	0.00%
Clearstead Advisors, LLC	3	Jun 30, 26	+3	0.00%
SBI Securities Co., Ltd.	2	Jun 30, 26	+2	0.00%
TFC Financial Management, Inc.	1	Jun 30, 26	+1	0.00%
Integrated Wealth Concepts LLC	1	Jun 30, 26	+1	0.00%
Freestone Grove Partners LP	--	Jun 30, 26	-3.54K	--
GREAT LAKES ADVISORS, LLC	--	Jun 30, 26	-23.32K	--
DARK FOREST CAPITAL MANAGEMENT LP	--	Jun 30, 26	-2.91K	--
Pinnacle Wealth Planning Services, Inc.	--	Jun 30, 26	-661	--
FIDUCIARY TRUST CO	--	Jun 30, 26	-4.19K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-22.60K	--
BRIDGEWAY CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-10.46K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-31.23K	--
WESTWOOD HOLDINGS GROUP INC	--	Jun 30, 26	-331.36K	--
Advisory Services Network, LLC	--	Jun 30, 26	-5	--
INTECH INVESTMENT MANAGEMENT LLC	--	Jun 30, 26	-2.87K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-166	--
Persistent Asset Partners Ltd	--	Jun 30, 26	-24.67K	--
Hughes Financial Services, LLC	--	Jun 30, 26	-3	--
MANUFACTURERS LIFE INSURANCE COMPANY, THE	337.82K	Mar 31, 26	+4.61K	2.22%
BANK OF AMERICA CORP /DE/	86.66K	Mar 31, 26	+36.05K	0.57%
PRICE T ROWE ASSOCIATES INC /MD/	86.04K	Mar 31, 26	-19.69K	0.56%
PMC FIG Opportunities LLC	63.62K	Mar 31, 26	+20.39K	0.42%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	18.64K	Mar 31, 26	+7.27K	0.12%
Arcus Capital Partners, LLC	17.64K	Mar 31, 26	+4.77K	0.12%
Numerai GP LLC	17.44K	Mar 31, 26	+8.91K	0.11%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12.98K	Mar 31, 26	-96	0.09%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	11.96K	Mar 31, 26	--	0.08%
JANUS HENDERSON GROUP PLC	6.16K	Mar 31, 26	--	0.04%
TWO SIGMA INVESTMENTS, LP	3.80K	Mar 31, 26	-258	0.02%
Jefferies Financial Group Inc.	3.20K	Mar 31, 26	+1.16K	0.02%
QUADRANT CAPITAL GROUP LLC	166	Mar 31, 26	-89	0.00%
CWM, LLC	131	Mar 31, 26	-26	0.00%
Parkside Financial Bank & Trust	5	Mar 31, 26	--	0.00%
Skopos Labs, Inc.	--	Mar 31, 26	-5.88K	--
DV Trading LLC	--	Mar 31, 26	-200	--
VANGUARD GROUP INC	784.23K	Dec 31, 25	+18.19K	5.14%
Militia Capital Partners, LP	19.00K	Dec 31, 25	+9.00K	0.12%
Quest Partners LLC	2.08K	Dec 31, 25	-138	0.01%
TWO SIGMA ADVISERS, LP	2.00K	Dec 31, 25	-1.70K	0.01%
COMERICA BANK	38	Dec 31, 25	-1	0.00%
Cubist Systematic Strategies, LLC	5.54K	Sep 30, 25	-12.01K	0.04%
Point72 (DIFC) Ltd	1.84K	Sep 30, 25	-1	0.01%
SHELL ASSET MANAGEMENT CO	416	Sep 30, 25	-783	0.00%
Point72 Europe (London) LLP	53	Sep 30, 25	+53	0.00%
Point72 Asia (Singapore) Pte. Ltd.	47	Sep 30, 25	+47	0.00%
First Horizon Advisors, Inc.	2.04K	Jun 30, 25	-13	0.01%
Orion Portfolio Solutions, LLC	59.83K	Mar 31, 25	-22.52K	0.39%
Lindbrook Capital, LLC	208	Mar 31, 25	+4	0.00%
Nuveen Asset Management, LLC	96.25K	Dec 31, 24	+45.10K	0.63%
RAYMOND JAMES & ASSOCIATES	4.96K	Sep 30, 24	-52	0.03%
BlackRock Inc.	1.07M	Jun 30, 24	+222.47K	7.01%
CREDIT SUISSE AG/	18.89K	Mar 31, 24	+361	0.12%
PUTNAM INVESTMENTS LLC	72.39K	Dec 31, 23	-10.90K	0.47%
DFPG INVESTMENTS, LLC	20.45K	Dec 31, 23	-754	0.13%
River Oaks Capital LLC	18.00K	Sep 30, 23	--	0.12%
American Portfolios Advisors	483	Sep 30, 22	--	0.00%
Amalgamated Financial Corp.	1.41K	Mar 31, 22	+1.41K	0.01%
SECOND CURVE CAPITAL LLC	113.75K	Dec 31, 21	+47.00K	0.75%
BRINKER CAPITAL INC	112.21K	Jun 30, 20	+31.39K	0.74%
Squar Milner Financial Services LLC	2.02K	Mar 31, 20	+206	0.01%
Advisor Group, Inc.	4.67K	Dec 31, 19	-495	0.03%
BB&T SECURITIES, LLC	29.94K	Sep 30, 19	+3.91K	0.20%

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Holder

Date

Change

% Held

T. Rowe Price Investment Management, Inc.

1.35M

Jun 30, 26

+78.56K

8.88%

BlackRock, Inc.

1.10M

Jun 30, 26

+128.31K

7.23%

STATE STREET CORP

582.97K

Jun 30, 26

+28.01K

3.82%

VANGUARD CAPITAL MANAGEMENT LLC

573.58K

Jun 30, 26

+11.36K

3.76%

COOPER CREEK PARTNERS MANAGEMENT LLC

467.51K

Jun 30, 26

+17.38K

3.07%

Azora Capital LP

457.33K

Jun 30, 26

-201.28K

3.00%

ENDEAVOUR CAPITAL ADVISORS INC

429.70K

Jun 30, 26

+156.10K

2.82%

AMERICAN CENTURY COMPANIES INC

420.24K

Jun 30, 26

+1.57K

2.76%

FMR LLC

378.99K

Jun 30, 26

+8.24K

2.49%

DIMENSIONAL FUND ADVISORS LP

372.28K

Jun 30, 26

+12.71K

2.44%

WELLINGTON MANAGEMENT GROUP LLP

360.92K

Jun 30, 26

-86.51K

2.37%

GEODE CAPITAL MANAGEMENT, LLC

341.13K

Jun 30, 26

+21.60K

2.24%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

335.66K

Jun 30, 26

-2.16K

2.20%

LOOMIS SAYLES & CO L P

284.47K

Jun 30, 26

-20.32K

1.87%

CITADEL ADVISORS LLC

235.22K

Jun 30, 26

+180.34K

1.54%

EMERALD ADVISERS, LLC

216.33K

Jun 30, 26

-4.85K

1.42%

GW&K Investment Management, LLC

174.20K

Jun 30, 26

-7.79K

1.14%

KENNEDY CAPITAL MANAGEMENT LLC

168.28K

Jun 30, 26

+9.52K

1.10%

EMERALD MUTUAL FUND ADVISERS TRUST

156.66K

Jun 30, 26

1.03%

Stieven Capital Advisors, L.P.

155.77K

Jun 30, 26

+45.20K

1.02%

UBS Group AG

151.31K

Jun 30, 26

-8.40K

0.99%

JCSD Capital, LLC

145.14K

Jun 30, 26

+5.00K

0.95%

ALLIANCEBERNSTEIN L.P.

141.33K

Jun 30, 26

+26.30K

0.93%

Ranger Investment Management, L.P.

138.90K

Jun 30, 26

-12.20K

0.91%

Advisors Capital Management, LLC

133.58K

Jun 30, 26

+3.58K

0.88%

PEREGRINE CAPITAL MANAGEMENT LLC

132.83K

Jun 30, 26

-6.78K

0.87%

NORTHERN TRUST CORP

116.90K

Jun 30, 26

+8.51K

0.77%

GOLDMAN SACHS GROUP INC

116.11K

Jun 30, 26

+30.32K

0.76%

D.A. DAVIDSON & CO.

112.04K

Jun 30, 26

-13.50K

0.73%

Sixth Street Partners Management Company, L.P.

110.03K

Jun 30, 26

+110.03K

0.72%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

110.03K

Jun 30, 26

+2.30K

0.72%

Brevan Howard Capital Management LP

105.00K

Jun 30, 26

-25.00K

0.69%

JACOBS ASSET MANAGEMENT, LLC

101.49K

Jun 30, 26

+12.34K

0.67%

VANGUARD FIDUCIARY TRUST CO

93.76K

Jun 30, 26

+2.99K

0.61%

STATE OF WISCONSIN INVESTMENT BOARD

91.56K

Jun 30, 26

-4.08K

0.60%

PRICE T ROWE ASSOCIATES INC /MD/

90.21K

Jun 30, 26

+4.17K

0.59%

STIFEL FINANCIAL CORP

88.64K

Jun 30, 26

-5.24K

0.58%

BANK OF AMERICA CORP /DE/

80.94K

Jun 30, 26

-5.72K

0.53%

UBS ASSET MANAGEMENT AMERICAS INC

75.50K

Jun 30, 26

-193.19K

0.50%

MILLENNIUM MANAGEMENT LLC

75.30K

Jun 30, 26

-25.88K

0.49%

SILVERCREST ASSET MANAGEMENT GROUP LLC

73.50K

Jun 30, 26

-3.58K

0.48%

SEGALL BRYANT & HAMILL, LLC

70.81K

Jun 30, 26

+1.24K

0.46%

MORGAN STANLEY

67.51K

Jun 30, 26

-10.49K

0.44%

Qube Research & Technologies Ltd

67.42K

Jun 30, 26

+55.32K

0.44%

Curated Wealth Partners LLC

65.00K

Jun 30, 26

+65.00K

0.43%

BALYASNY ASSET MANAGEMENT L.P.

62.04K

Jun 30, 26

+37.95K

0.41%

ROYCE & ASSOCIATES LP

60.08K

Jun 30, 26

+4.40K

0.39%

MENDON CAPITAL ADVISORS CORP

56.00K

Jun 30, 26

0.37%

Russell Investments Group, Ltd.

54.72K

Jun 30, 26

+3.70K

0.36%

Trexquant Investment LP

52.97K

Jun 30, 26

+38.36K

0.35%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

50.63K

Jun 30, 26

+755

0.33%

RMB Capital Management, LLC

50.00K

Jun 30, 26

0.33%

BOOTHBAY FUND MANAGEMENT, LLC

48.52K

Jun 30, 26

-13.28K

0.32%

D. E. Shaw & Co., Inc.

47.56K

Jun 30, 26

+47.56K

0.31%

FRANKLIN RESOURCES INC

45.09K

Jun 30, 26

-500

0.30%

MACQUARIE MANAGEMENT HOLDINGS, INC.

43.36K

Jun 30, 26

-1.66K

0.28%

Brinker Capital Investments, LLC

40.95K

Jun 30, 26

-2.02K

0.27%

Bank of New York Mellon Corp

38.87K

Jun 30, 26

+2.95K

0.25%

Point72 Asset Management, L.P.

34.18K

Jun 30, 26

+19.95K

0.22%

Nuveen, LLC

33.47K

Jun 30, 26

-2.80K

0.22%

Numerai GP LLC

29.86K

Jun 30, 26

+12.42K

0.20%

ENVESTNET ASSET MANAGEMENT INC

29.54K

Jun 30, 26

-2.88K

0.19%

VICTORY CAPITAL MANAGEMENT INC

29.45K

Jun 30, 26

+19

0.19%

John W. Rosenthal Capital Management, Inc.

29.01K

Jun 30, 26

0.19%

ExodusPoint Capital Management, LP

26.64K

Jun 30, 26

-675

0.17%

PMC FIG Opportunities LLC

26.61K

Jun 30, 26

-37.01K

0.17%

Swiss National Bank

25.96K

Jun 30, 26

-800

0.17%

Pacific Ridge Capital Partners, LLC

24.22K

Jun 30, 26

+3.82K

0.16%

Arcus Capital Partners, LLC

24.18K

Jun 30, 26

+6.55K

0.16%

SEI INVESTMENTS CO

24.09K

Jun 30, 26

-9.21K

0.16%

Quent Capital, LLC

21.00K

Jun 30, 26

0.14%

Cox Capital Mgt LLC

19.98K

Jun 30, 26

-469

0.13%

Riverwater Partners LLC

19.90K

Jun 30, 26

-253

0.13%

XTX Topco Ltd

18.95K

Jun 30, 26

-7.13K

0.12%

CITIGROUP INC

18.45K

Jun 30, 26

-141

0.12%

FEDERATED HERMES, INC.

18.25K

Jun 30, 26

-15

0.12%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

18.06K

Jun 30, 26

+6.43K

0.12%

Invesco Ltd.

17.76K

Jun 30, 26

+365

0.12%

Quantbot Technologies LP

16.74K

Jun 30, 26

+14.52K

0.11%

RHUMBLINE ADVISERS

15.98K

Jun 30, 26

+715

0.10%

KING LUTHER CAPITAL MANAGEMENT CORP

15.83K

Jun 30, 26

+151

0.10%

Jump Financial, LLC

15.82K

Jun 30, 26

+15.82K

0.10%

Y-Intercept (Hong Kong) Ltd

15.44K

Jun 30, 26

-9.32K

0.10%

TRUIST FINANCIAL CORP

15.13K

Jun 30, 26

+199

0.10%

Quantinno Capital Management LP

14.88K

Jun 30, 26

-10.50K

0.10%

Walleye Capital LLC

14.71K

Jun 30, 26

+14.71K

0.10%

Rafferty Asset Management, LLC

14.38K

Jun 30, 26

-6.64K

0.09%

DEUTSCHE BANK AG\

14.24K

Jun 30, 26

+2.53K

0.09%

Legal & General Group Plc

13.92K

Jun 30, 26

+4.07K

0.09%

Squarepoint Ops LLC

13.44K

Jun 30, 26

+8.48K

0.09%

BARCLAYS PLC

12.83K

Jun 30, 26

-18.04K

0.08%

WELLS FARGO & COMPANY/MN

12.60K

Jun 30, 26

+7.92K

0.08%

First Bank & Trust

12.01K

Jun 30, 26

+630

0.08%

EJF Capital LLC

11.85K

Jun 30, 26

-416

0.08%

BNP PARIBAS ARBITRAGE, SNC

11.81K

Jun 30, 26

+717

0.08%

HSBC HOLDINGS PLC

11.28K

Jun 30, 26

+11.28K

0.07%

Vident Advisory, LLC

11.21K

Jun 30, 26

+223

0.07%

AQR CAPITAL MANAGEMENT LLC

10.97K

Jun 30, 26

+4.38K

0.07%

US BANCORP \DE\

10.91K

Jun 30, 26

-21

0.07%

AMERIPRISE FINANCIAL INC

10.70K

Jun 30, 26

-1.05K

0.07%

INTRUST BANK NA

9.69K

Jun 30, 26

-950

0.06%

Diversify Advisory Services, LLC

9.32K

Jun 30, 26

+9.32K

0.06%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.32K

Jun 30, 26

+91

0.06%

Entropy Technologies, LP

9.18K

Jun 30, 26

+6.54K

0.06%

VANGUARD ASSET MANAGEMENT, Ltd

8.98K

Jun 30, 26

0.06%

Creative Planning

7.92K

Jun 30, 26

+647

0.05%

MetLife Investment Management, LLC

7.64K

Jun 30, 26

+398

0.05%

FIRST TRUST ADVISORS LP

7.13K

Jun 30, 26

-41.58K

0.05%

SummerHaven Investment Management, LLC

6.92K

Jun 30, 26

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

6.10K

Jun 30, 26

+59

0.04%

JPMORGAN CHASE & CO

6.08K

Jun 30, 26

+238

0.04%

CI Private Wealth, LLC

5.97K

Jun 30, 26

-9.66K

0.04%

RAYMOND JAMES FINANCIAL INC

5.83K

Jun 30, 26

+361

0.04%

MARSHALL WACE, LLP

5.72K

Jun 30, 26

+5.72K

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

5.67K

Jun 30, 26

+1.40K

0.04%

Zurcher Kantonalbank (Zurich Cantonalbank)

5.60K

Jun 30, 26

+3.83K

0.04%

LPL Financial LLC

5.44K

Jun 30, 26

+304

0.04%

Vanguard Global Advisers, LLC

5.22K

Jun 30, 26

0.03%

Madrona Financial Services, LLC

4.87K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.82K

Jun 30, 26

+140

0.03%

Engineers Gate Manager LP

4.54K

Jun 30, 26

+4.54K

0.03%

Capital Advisors Wealth Management, LLC

4.51K

Jun 30, 26

0.03%

Quadrature Capital Ltd

4.38K

Jun 30, 26

+4.38K

0.03%

Aquatic Capital Management LLC

4.31K

Jun 30, 26

+4.31K

0.03%

DRW Securities, LLC

4.25K

Jun 30, 26

+4.25K

0.03%

Pathstone Holdings, LLC

4.00K

Jun 30, 26

-3.50K

0.03%

Police & Firemen's Retirement System of New Jersey

3.97K

Jun 30, 26

+599

0.03%

SG Americas Securities, LLC

3.84K

Jun 30, 26

-9.88K

0.03%

Arizona State Retirement System

3.57K

Jun 30, 26

-162

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

3.26K

Jun 30, 26

+3.26K

0.02%

TWO SIGMA INVESTMENTS, LP

3.21K

Jun 30, 26

-587

0.02%

Magnus Financial Group LLC

3.15K

Jun 30, 26

0.02%

WINTON GROUP Ltd

3.10K

Jun 30, 26

+3.10K

0.02%

Tradewinds Capital Management, LLC

3.10K

Jun 30, 26

0.02%

AIGEN INVESTMENT MANAGEMENT, LP

3.08K

Jun 30, 26

+3.08K

0.02%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

3.07K

Jun 30, 26

0.02%

Vanguard Investments Australia, Ltd.

3.05K

Jun 30, 26

0.02%

Kings Path Partners LLC

3.02K

Jun 30, 26

0.02%

Ashton Thomas Private Wealth, LLC

2.96K

Jun 30, 26

-96

0.02%

KLP KAPITALFORVALTNING AS

2.90K

Jun 30, 26

0.02%

SummitTX Capital, L.P.

2.88K

Jun 30, 26

+2.88K

0.02%

State of Alaska, Department of Revenue

2.87K

Jun 30, 26

0.02%

EntryPoint Capital, LLC

2.80K

Jun 30, 26

-3.76K

0.02%

VOYA INVESTMENT MANAGEMENT LLC

2.72K

Jun 30, 26

+2.72K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.67K

Jun 30, 26

-15.97K

0.02%

Parallel Advisors, LLC

2.41K

Jun 30, 26

-223

0.02%

Farther Finance Advisors, LLC

2.17K

Jun 30, 26

-50

0.01%

AMERIFLEX GROUP, INC.

1.93K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.65K

Jun 30, 26

+1.65K

0.01%

ADVISOR GROUP HOLDINGS, INC.

1.41K

Jun 30, 26

+944

0.01%

Ameritas Investment Partners, Inc.

1.20K

Jun 30, 26

+124

0.01%

First Pacific Financial

1.13K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

917

Jun 30, 26

-658

0.01%

FIRST HORIZON CORP

644

Jun 30, 26

-195

0.00%

Smartleaf Asset Management LLC

624

Jun 30, 26

0.00%

Global Retirement Partners, LLC

604

Jun 30, 26

+604

0.00%

ROYAL BANK OF CANADA

438

Jun 30, 26

-3.86K

0.00%

IMA Wealth, Inc.

207

Jun 30, 26

0.00%

Rossby Financial, LCC

205

Jun 30, 26

-4

0.00%

NewEdge Advisors, LLC

202

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

195

Jun 30, 26

+195

0.00%

Versant Capital Management, Inc

167

Jun 30, 26

-102

0.00%

BNP Paribas Asset Management Holding S.A.

141

Jun 30, 26

-77

0.00%

Allworth Financial LP

130

Jun 30, 26

-44

0.00%

MASSMUTUAL TRUST CO FSB/ADV

126

Jun 30, 26

-114

0.00%

UMB Bank, n.a.

123

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

102

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+62

0.00%

Optiver Holding B.V.

Jun 30, 26

+56

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-32.12K

0.00%

HARBOR CAPITAL ADVISORS, INC.

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

+58

0.00%

Quarry LP

Jun 30, 26

+33

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

+23

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Sterling Capital Management LLC

Jun 30, 26

-37

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

Crewe Advisors LLC

Jun 30, 26

+27

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

TFC Financial Management, Inc.

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

0.00%

Freestone Grove Partners LP

Jun 30, 26

-3.54K

GREAT LAKES ADVISORS, LLC

Jun 30, 26

-23.32K

DARK FOREST CAPITAL MANAGEMENT LP

Jun 30, 26

-2.91K

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-661

FIDUCIARY TRUST CO

Jun 30, 26

-4.19K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-22.60K

BRIDGEWAY CAPITAL MANAGEMENT, LLC

Jun 30, 26

-10.46K

JANE STREET GROUP, LLC

Jun 30, 26

-31.23K

WESTWOOD HOLDINGS GROUP INC

Jun 30, 26

-331.36K

Advisory Services Network, LLC

Jun 30, 26

-5

INTECH INVESTMENT MANAGEMENT LLC

Jun 30, 26

-2.87K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-166

Persistent Asset Partners Ltd

Jun 30, 26

-24.67K

Hughes Financial Services, LLC

Jun 30, 26

-3

MANUFACTURERS LIFE INSURANCE COMPANY, THE

337.82K

Mar 31, 26

+4.61K

2.22%

BANK OF AMERICA CORP /DE/

86.66K

Mar 31, 26

+36.05K

0.57%

PRICE T ROWE ASSOCIATES INC /MD/

86.04K

Mar 31, 26

-19.69K

0.56%

PMC FIG Opportunities LLC

63.62K

Mar 31, 26

+20.39K

0.42%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

18.64K

Mar 31, 26

+7.27K

0.12%

Arcus Capital Partners, LLC

17.64K

Mar 31, 26

+4.77K

0.12%

Numerai GP LLC

17.44K

Mar 31, 26

+8.91K

0.11%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

12.98K

Mar 31, 26

-96

0.09%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

11.96K

Mar 31, 26

0.08%

JANUS HENDERSON GROUP PLC

6.16K

Mar 31, 26

0.04%

TWO SIGMA INVESTMENTS, LP

3.80K

Mar 31, 26

-258

0.02%

Jefferies Financial Group Inc.

3.20K

Mar 31, 26

+1.16K

0.02%

QUADRANT CAPITAL GROUP LLC

166

Mar 31, 26

-89

0.00%

CWM, LLC

131

Mar 31, 26

-26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Skopos Labs, Inc.

Mar 31, 26

-5.88K

DV Trading LLC

Mar 31, 26

-200

VANGUARD GROUP INC

784.23K

Dec 31, 25

+18.19K

5.14%

Militia Capital Partners, LP

19.00K

Dec 31, 25

+9.00K

0.12%

Quest Partners LLC

2.08K

Dec 31, 25

-138

0.01%

TWO SIGMA ADVISERS, LP

2.00K

Dec 31, 25

-1.70K

0.01%

COMERICA BANK

Dec 31, 25

-1

0.00%

Cubist Systematic Strategies, LLC

5.54K

Sep 30, 25

-12.01K

0.04%

Point72 (DIFC) Ltd

1.84K

Sep 30, 25

-1

0.01%

SHELL ASSET MANAGEMENT CO

416

Sep 30, 25

-783

0.00%

Point72 Europe (London) LLP

Sep 30, 25

+53

0.00%

Point72 Asia (Singapore) Pte. Ltd.

Sep 30, 25

+47

0.00%

First Horizon Advisors, Inc.

2.04K

Jun 30, 25

-13

0.01%

Orion Portfolio Solutions, LLC

59.83K

Mar 31, 25

-22.52K

0.39%

Lindbrook Capital, LLC

208

Mar 31, 25

0.00%

Nuveen Asset Management, LLC

96.25K

Dec 31, 24

+45.10K

0.63%

RAYMOND JAMES & ASSOCIATES

4.96K

Sep 30, 24

-52

0.03%

BlackRock Inc.

1.07M

Jun 30, 24

+222.47K

7.01%

CREDIT SUISSE AG/

18.89K

Mar 31, 24

+361

0.12%

PUTNAM INVESTMENTS LLC

72.39K

Dec 31, 23

-10.90K

0.47%

DFPG INVESTMENTS, LLC

20.45K

Dec 31, 23

-754

0.13%

River Oaks Capital LLC

18.00K

Sep 30, 23

0.12%

American Portfolios Advisors

483

Sep 30, 22

0.00%

Amalgamated Financial Corp.

1.41K

Mar 31, 22

+1.41K

0.01%

SECOND CURVE CAPITAL LLC

113.75K

Dec 31, 21

+47.00K

0.75%

BRINKER CAPITAL INC

112.21K

Jun 30, 20

+31.39K

0.74%

Squar Milner Financial Services LLC

2.02K

Mar 31, 20

+206

0.01%

Advisor Group, Inc.

4.67K

Dec 31, 19

-495

0.03%

BB&T SECURITIES, LLC

29.94K

Sep 30, 19

+3.91K

0.20%