Coastal Financial Corporation(CCB)

$48.61—

Chart

Coastal Financial Corporation(CCB)

NASDAQ

$48.61—

Chart Studio

CCB(CCB)

CCB

Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 247 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.10M	Jun 30, 26	+128.31K	7.23%
STATE STREET CORP	582.97K	Jun 30, 26	+28.01K	3.82%
ENDEAVOUR CAPITAL ADVISORS INC	429.70K	Jun 30, 26	+156.10K	2.82%
EMERALD ADVISERS, LLC	216.33K	Jun 30, 26	-4.85K	1.42%
EMERALD MUTUAL FUND ADVISERS TRUST	156.66K	Jun 30, 26	--	1.03%
JCSD Capital, LLC	145.14K	Jun 30, 26	+5.00K	0.95%
PEREGRINE CAPITAL MANAGEMENT LLC	132.83K	Jun 30, 26	-6.78K	0.87%
D.A. DAVIDSON & CO.	112.04K	Jun 30, 26	-13.50K	0.73%
Curated Wealth Partners LLC	65.00K	Jun 30, 26	+65.00K	0.43%
Russell Investments Group, Ltd.	54.72K	Jun 30, 26	+3.70K	0.36%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	50.63K	Jun 30, 26	+755	0.33%
Bank of New York Mellon Corp	38.87K	Jun 30, 26	+2.95K	0.25%
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%
Quent Capital, LLC	21.00K	Jun 30, 26	--	0.14%
Cox Capital Mgt LLC	19.98K	Jun 30, 26	-469	0.13%
CITIGROUP INC	18.45K	Jun 30, 26	-141	0.12%
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%
Walleye Capital LLC	14.71K	Jun 30, 26	+14.71K	0.10%
DEUTSCHE BANK AG\	14.24K	Jun 30, 26	+2.53K	0.09%
First Bank & Trust	12.01K	Jun 30, 26	+630	0.08%
INTRUST BANK NA	9.69K	Jun 30, 26	-950	0.06%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.32K	Jun 30, 26	+91	0.06%
SummerHaven Investment Management, LLC	6.92K	Jun 30, 26	--	0.05%
NEW YORK STATE COMMON RETIREMENT FUND	5.67K	Jun 30, 26	+1.40K	0.04%
LPL Financial LLC	5.44K	Jun 30, 26	+304	0.04%
Madrona Financial Services, LLC	4.87K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.82K	Jun 30, 26	+140	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%
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%
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%
Kings Path Partners LLC	3.02K	Jun 30, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	2.96K	Jun 30, 26	-96	0.02%
State of Alaska, Department of Revenue	2.87K	Jun 30, 26	--	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%
First Pacific Financial	1.13K	Jun 30, 26	--	0.01%
FIRST HORIZON CORP	644	Jun 30, 26	-195	0.00%
Global Retirement Partners, LLC	604	Jun 30, 26	+604	0.00%
Rossby Financial, LCC	205	Jun 30, 26	-4	0.00%
Versant Capital Management, Inc	167	Jun 30, 26	-102	0.00%
MASSMUTUAL TRUST CO FSB/ADV	126	Jun 30, 26	-114	0.00%
EverSource Wealth Advisors, LLC	82	Jun 30, 26	+62	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%
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%
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%
Hughes Financial Services, LLC	--	Jun 30, 26	-3	--
Persistent Asset Partners Ltd	--	Jun 30, 26	-24.67K	--
Pinnacle Wealth Planning Services, Inc.	--	Jun 30, 26	-661	--
T. Rowe Price Investment Management, Inc.	1.28M	Mar 31, 26	+5.19K	8.36%
Azora Capital LP	658.62K	Mar 31, 26	+40.37K	4.32%
VANGUARD CAPITAL MANAGEMENT LLC	562.22K	Mar 31, 26	+562.22K	3.69%
COOPER CREEK PARTNERS MANAGEMENT LLC	450.13K	Mar 31, 26	+230.54K	2.95%
WELLINGTON MANAGEMENT GROUP LLP	447.43K	Mar 31, 26	-19.43K	2.93%
AMERICAN CENTURY COMPANIES INC	418.67K	Mar 31, 26	-121.80K	2.75%
FMR LLC	370.76K	Mar 31, 26	+723	2.43%
DIMENSIONAL FUND ADVISORS LP	359.57K	Mar 31, 26	+25.42K	2.36%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	337.82K	Mar 31, 26	+4.61K	2.22%
WESTWOOD HOLDINGS GROUP INC	331.36K	Mar 31, 26	-5.68K	2.17%
GEODE CAPITAL MANAGEMENT, LLC	319.52K	Mar 31, 26	-6.37K	2.10%
LOOMIS SAYLES & CO L P	304.79K	Mar 31, 26	-25.44K	2.00%
UBS ASSET MANAGEMENT AMERICAS INC	268.69K	Mar 31, 26	+106.50K	1.76%
GW&K Investment Management, LLC	181.99K	Mar 31, 26	-15.84K	1.19%
UBS Group AG	159.71K	Mar 31, 26	+37.95K	1.05%
KENNEDY CAPITAL MANAGEMENT LLC	158.76K	Mar 31, 26	-10.06K	1.04%
Ranger Investment Management, L.P.	151.10K	Mar 31, 26	-940	0.99%
Advisors Capital Management, LLC	130.00K	Mar 31, 26	+5.30K	0.85%
Brevan Howard Capital Management LP	130.00K	Mar 31, 26	+20.00K	0.85%
ALLIANCEBERNSTEIN L.P.	115.03K	Mar 31, 26	-4.21K	0.75%
Stieven Capital Advisors, L.P.	110.57K	Mar 31, 26	+44.80K	0.73%
NORTHERN TRUST CORP	108.39K	Mar 31, 26	+1.74K	0.71%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	107.73K	Mar 31, 26	+471	0.71%
MILLENNIUM MANAGEMENT LLC	101.19K	Mar 31, 26	+101.19K	0.66%
STATE OF WISCONSIN INVESTMENT BOARD	95.65K	Mar 31, 26	-15.15K	0.63%
STIFEL FINANCIAL CORP	93.88K	Mar 31, 26	+34.23K	0.62%
VANGUARD FIDUCIARY TRUST CO	90.77K	Mar 31, 26	+90.77K	0.60%
JACOBS ASSET MANAGEMENT, LLC	89.15K	Mar 31, 26	+697	0.58%
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%
GOLDMAN SACHS GROUP INC	85.79K	Mar 31, 26	+27.98K	0.56%
MORGAN STANLEY	78.00K	Mar 31, 26	-23.30K	0.51%
SILVERCREST ASSET MANAGEMENT GROUP LLC	77.08K	Mar 31, 26	-8.64K	0.51%
SEGALL BRYANT & HAMILL, LLC	69.58K	Mar 31, 26	-3.61K	0.46%
PMC FIG Opportunities LLC	63.62K	Mar 31, 26	+20.39K	0.42%
BOOTHBAY FUND MANAGEMENT, LLC	61.79K	Mar 31, 26	-44.55K	0.41%
MENDON CAPITAL ADVISORS CORP	56.00K	Mar 31, 26	+26.00K	0.37%
ROYCE & ASSOCIATES LP	55.68K	Mar 31, 26	-68.17K	0.37%
CITADEL ADVISORS LLC	54.88K	Mar 31, 26	+51.96K	0.36%
RMB Capital Management, LLC	50.00K	Mar 31, 26	+20.00K	0.33%
FIRST TRUST ADVISORS LP	48.71K	Mar 31, 26	+4.95K	0.32%
FRANKLIN RESOURCES INC	45.59K	Mar 31, 26	+10.90K	0.30%
MACQUARIE MANAGEMENT HOLDINGS, INC.	45.02K	Mar 31, 26	+4.85K	0.30%
Brinker Capital Investments, LLC	42.97K	Mar 31, 26	-3.24K	0.28%
Nuveen, LLC	36.27K	Mar 31, 26	-40.90K	0.24%
SEI INVESTMENTS CO	33.30K	Mar 31, 26	-2.02K	0.22%
JANE STREET GROUP, LLC	31.23K	Mar 31, 26	+31.23K	0.20%
BARCLAYS PLC	30.87K	Mar 31, 26	+5.09K	0.20%
ExodusPoint Capital Management, LP	27.31K	Mar 31, 26	+27.31K	0.18%
Swiss National Bank	26.77K	Mar 31, 26	--	0.18%
XTX Topco Ltd	26.08K	Mar 31, 26	+22.15K	0.17%
Quantinno Capital Management LP	25.38K	Mar 31, 26	+23.13K	0.17%
BALYASNY ASSET MANAGEMENT L.P.	24.09K	Mar 31, 26	+21.53K	0.16%
GREAT LAKES ADVISORS, LLC	23.32K	Mar 31, 26	+6.99K	0.15%
RENAISSANCE TECHNOLOGIES LLC	22.60K	Mar 31, 26	+22.60K	0.15%
Rafferty Asset Management, LLC	21.02K	Mar 31, 26	+5.11K	0.14%
Pacific Ridge Capital Partners, LLC	20.40K	Mar 31, 26	+4.69K	0.13%
Riverwater Partners LLC	20.15K	Mar 31, 26	-9.45K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	18.64K	Mar 31, 26	+7.27K	0.12%
FEDERATED HERMES, INC.	18.27K	Mar 31, 26	-2.70K	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%
Invesco Ltd.	17.39K	Mar 31, 26	-58.58K	0.11%
KING LUTHER CAPITAL MANAGEMENT CORP	15.68K	Mar 31, 26	+15.68K	0.10%
CI Private Wealth, LLC	15.63K	Mar 31, 26	+15.63K	0.10%
RHUMBLINE ADVISERS	15.26K	Mar 31, 26	-827	0.10%
Trexquant Investment LP	14.61K	Mar 31, 26	+14.61K	0.10%
Point72 Asset Management, L.P.	14.24K	Mar 31, 26	+3.42K	0.09%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12.98K	Mar 31, 26	-96	0.09%
EJF Capital LLC	12.27K	Mar 31, 26	-958	0.08%
Qube Research & Technologies Ltd	12.10K	Mar 31, 26	+12.10K	0.08%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	11.96K	Mar 31, 26	--	0.08%
AMERIPRISE FINANCIAL INC	11.75K	Mar 31, 26	-640	0.08%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	11.63K	Mar 31, 26	+11.63K	0.08%
BNP PARIBAS ARBITRAGE, SNC	11.10K	Mar 31, 26	-6.39K	0.07%
Vident Advisory, LLC	10.99K	Mar 31, 26	+10.99K	0.07%
US BANCORP \DE\	10.93K	Mar 31, 26	-4	0.07%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	10.46K	Mar 31, 26	-14.37K	0.07%
Legal & General Group Plc	9.86K	Mar 31, 26	-2.71K	0.06%
VANGUARD ASSET MANAGEMENT, Ltd	8.98K	Mar 31, 26	+8.98K	0.06%
Pathstone Holdings, LLC	7.51K	Mar 31, 26	+4.05K	0.05%
Creative Planning	7.28K	Mar 31, 26	-4.82K	0.05%
MetLife Investment Management, LLC	7.24K	Mar 31, 26	-66	0.05%
AQR CAPITAL MANAGEMENT LLC	6.59K	Mar 31, 26	-482	0.04%
EntryPoint Capital, LLC	6.56K	Mar 31, 26	+6.56K	0.04%
JANUS HENDERSON GROUP PLC	6.16K	Mar 31, 26	--	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6.04K	Mar 31, 26	+28	0.04%
JPMORGAN CHASE & CO	5.84K	Mar 31, 26	+79	0.04%
RAYMOND JAMES FINANCIAL INC	5.47K	Mar 31, 26	-1.84K	0.04%
Vanguard Global Advisers, LLC	5.22K	Mar 31, 26	+5.22K	0.03%
Squarepoint Ops LLC	4.96K	Mar 31, 26	+4.96K	0.03%
WELLS FARGO & COMPANY/MN	4.68K	Mar 31, 26	-9.45K	0.03%
ROYAL BANK OF CANADA	4.29K	Mar 31, 26	-550	0.03%
FIDUCIARY TRUST CO	4.19K	Mar 31, 26	+4.19K	0.03%
TWO SIGMA INVESTMENTS, LP	3.80K	Mar 31, 26	-258	0.02%
Freestone Grove Partners LP	3.54K	Mar 31, 26	+3.54K	0.02%
Jefferies Financial Group Inc.	3.20K	Mar 31, 26	+1.16K	0.02%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3.07K	Mar 31, 26	--	0.02%
Vanguard Investments Australia, Ltd.	3.05K	Mar 31, 26	+3.05K	0.02%
DARK FOREST CAPITAL MANAGEMENT LP	2.91K	Mar 31, 26	+2.91K	0.02%
KLP KAPITALFORVALTNING AS	2.90K	Mar 31, 26	--	0.02%
INTECH INVESTMENT MANAGEMENT LLC	2.87K	Mar 31, 26	-2.14K	0.02%
Entropy Technologies, LP	2.65K	Mar 31, 26	+2.65K	0.02%
Quantbot Technologies LP	2.22K	Mar 31, 26	-545	0.01%
AMERIFLEX GROUP, INC.	1.93K	Mar 31, 26	--	0.01%
Zurcher Kantonalbank (Zurich Cantonalbank)	1.77K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	1.57K	Mar 31, 26	+1.07K	0.01%
Ameritas Investment Partners, Inc.	1.08K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	624	Mar 31, 26	--	0.00%
ADVISOR GROUP HOLDINGS, INC.	463	Mar 31, 26	-309	0.00%
BNP Paribas Asset Management Holding S.A.	218	Mar 31, 26	+32	0.00%
IMA Wealth, Inc.	207	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	202	Mar 31, 26	--	0.00%
Allworth Financial LP	174	Mar 31, 26	+20	0.00%
QUADRANT CAPITAL GROUP LLC	166	Mar 31, 26	-89	0.00%
CWM, LLC	131	Mar 31, 26	-26	0.00%
UMB Bank, n.a.	123	Mar 31, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	102	Mar 31, 26	-1	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	80	Mar 31, 26	--	0.00%
Optiver Holding B.V.	26	Mar 31, 26	+12	0.00%
Quarry LP	17	Mar 31, 26	+17	0.00%
Parkside Financial Bank & Trust	5	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	5	Mar 31, 26	+5	0.00%
Strategic Advocates LLC	--	Mar 31, 26	-80	--
Sanctuary Advisors, LLC	--	Mar 31, 26	-1.85K	--
Jain Global LLC	--	Mar 31, 26	-7.20K	--
COLDSTREAM CAPITAL MANAGEMENT INC	--	Mar 31, 26	-3.07K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-3.20K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-96	--
Lisanti Capital Growth, LLC	--	Mar 31, 26	-32.61K	--
MCF Advisors LLC	--	Mar 31, 26	-212	--
THORNBURG INVESTMENT MANAGEMENT INC	--	Mar 31, 26	-19.25K	--
Jump Financial, LLC	--	Mar 31, 26	-2.28K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-92	--
NOMURA HOLDINGS INC	--	Mar 31, 26	-16.13K	--
NEXT CENTURY GROWTH INVESTORS LLC	--	Mar 31, 26	-178.22K	--
Toroso Investments, LLC	--	Mar 31, 26	-6.76K	--
CacheTech Inc.	--	Mar 31, 26	-2.20K	--
ProShare Advisors LLC	--	Mar 31, 26	-2.36K	--
DV Trading LLC	--	Mar 31, 26	-200	--
Amundi	--	Mar 31, 26	-2.95K	--
DRW Securities, LLC	--	Mar 31, 26	-1.87K	--
VOYA INVESTMENT MANAGEMENT LLC	--	Mar 31, 26	-2.40K	--
Colony Group, LLC	--	Mar 31, 26	-23.84K	--
FourThought Financial Partners, LLC	--	Mar 31, 26	-2.32K	--
KINGDON CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-40.00K	--
Aquatic Capital Management LLC	--	Mar 31, 26	-405	--
Verition Fund Management LLC	--	Mar 31, 26	-2.10K	--
EAM Investors, LLC	--	Mar 31, 26	-29.43K	--
Elizabeth Park Capital Advisors, Ltd.	--	Mar 31, 26	-19.01K	--
DRIEHAUS CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-344.36K	--
Skopos Labs, Inc.	--	Mar 31, 26	-5.88K	--
Harvest Investment Services, LLC	--	Mar 31, 26	-14.61K	--
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%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

BlackRock, Inc.

1.10M

Jun 30, 26

+128.31K

7.23%

STATE STREET CORP

582.97K

Jun 30, 26

+28.01K

3.82%

ENDEAVOUR CAPITAL ADVISORS INC

429.70K

Jun 30, 26

+156.10K

2.82%

EMERALD ADVISERS, LLC

216.33K

Jun 30, 26

-4.85K

1.42%

EMERALD MUTUAL FUND ADVISERS TRUST

156.66K

Jun 30, 26

1.03%

JCSD Capital, LLC

145.14K

Jun 30, 26

+5.00K

0.95%

PEREGRINE CAPITAL MANAGEMENT LLC

132.83K

Jun 30, 26

-6.78K

0.87%

D.A. DAVIDSON & CO.

112.04K

Jun 30, 26

-13.50K

0.73%

Curated Wealth Partners LLC

65.00K

Jun 30, 26

+65.00K

0.43%

Russell Investments Group, Ltd.

54.72K

Jun 30, 26

+3.70K

0.36%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

50.63K

Jun 30, 26

+755

0.33%

Bank of New York Mellon Corp

38.87K

Jun 30, 26

+2.95K

0.25%

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%

Quent Capital, LLC

21.00K

Jun 30, 26

0.14%

Cox Capital Mgt LLC

19.98K

Jun 30, 26

-469

0.13%

CITIGROUP INC

18.45K

Jun 30, 26

-141

0.12%

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%

Walleye Capital LLC

14.71K

Jun 30, 26

+14.71K

0.10%

DEUTSCHE BANK AG\

14.24K

Jun 30, 26

+2.53K

0.09%

First Bank & Trust

12.01K

Jun 30, 26

+630

0.08%

INTRUST BANK NA

9.69K

Jun 30, 26

-950

0.06%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.32K

Jun 30, 26

+91

0.06%

SummerHaven Investment Management, LLC

6.92K

Jun 30, 26

0.05%

NEW YORK STATE COMMON RETIREMENT FUND

5.67K

Jun 30, 26

+1.40K

0.04%

LPL Financial LLC

5.44K

Jun 30, 26

+304

0.04%

Madrona Financial Services, LLC

4.87K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.82K

Jun 30, 26

+140

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%

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%

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%

Kings Path Partners LLC

3.02K

Jun 30, 26

0.02%

Ashton Thomas Private Wealth, LLC

2.96K

Jun 30, 26

-96

0.02%

State of Alaska, Department of Revenue

2.87K

Jun 30, 26

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%

First Pacific Financial

1.13K

Jun 30, 26

0.01%

FIRST HORIZON CORP

644

Jun 30, 26

-195

0.00%

Global Retirement Partners, LLC

604

Jun 30, 26

+604

0.00%

Rossby Financial, LCC

205

Jun 30, 26

-4

0.00%

Versant Capital Management, Inc

167

Jun 30, 26

-102

0.00%

MASSMUTUAL TRUST CO FSB/ADV

126

Jun 30, 26

-114

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+62

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-32.12K

0.00%

HARBOR CAPITAL ADVISORS, INC.

Jun 30, 26

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%

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%

Hughes Financial Services, LLC

Jun 30, 26

-3

Persistent Asset Partners Ltd

Jun 30, 26

-24.67K

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-661

T. Rowe Price Investment Management, Inc.

1.28M

Mar 31, 26

+5.19K

8.36%

Azora Capital LP

658.62K

Mar 31, 26

+40.37K

4.32%

VANGUARD CAPITAL MANAGEMENT LLC

562.22K

Mar 31, 26

+562.22K

3.69%

COOPER CREEK PARTNERS MANAGEMENT LLC

450.13K

Mar 31, 26

+230.54K

2.95%

WELLINGTON MANAGEMENT GROUP LLP

447.43K

Mar 31, 26

-19.43K

2.93%

AMERICAN CENTURY COMPANIES INC

418.67K

Mar 31, 26

-121.80K

2.75%

FMR LLC

370.76K

Mar 31, 26

+723

2.43%

DIMENSIONAL FUND ADVISORS LP

359.57K

Mar 31, 26

+25.42K

2.36%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

337.82K

Mar 31, 26

+4.61K

2.22%

WESTWOOD HOLDINGS GROUP INC

331.36K

Mar 31, 26

-5.68K

2.17%

GEODE CAPITAL MANAGEMENT, LLC

319.52K

Mar 31, 26

-6.37K

2.10%

LOOMIS SAYLES & CO L P

304.79K

Mar 31, 26

-25.44K

2.00%

UBS ASSET MANAGEMENT AMERICAS INC

268.69K

Mar 31, 26

+106.50K

1.76%

GW&K Investment Management, LLC

181.99K

Mar 31, 26

-15.84K

1.19%

UBS Group AG

159.71K

Mar 31, 26

+37.95K

1.05%

KENNEDY CAPITAL MANAGEMENT LLC

158.76K

Mar 31, 26

-10.06K

1.04%

Ranger Investment Management, L.P.

151.10K

Mar 31, 26

-940

0.99%

Advisors Capital Management, LLC

130.00K

Mar 31, 26

+5.30K

0.85%

Brevan Howard Capital Management LP

130.00K

Mar 31, 26

+20.00K

0.85%

ALLIANCEBERNSTEIN L.P.

115.03K

Mar 31, 26

-4.21K

0.75%

Stieven Capital Advisors, L.P.

110.57K

Mar 31, 26

+44.80K

0.73%

NORTHERN TRUST CORP

108.39K

Mar 31, 26

+1.74K

0.71%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

107.73K

Mar 31, 26

+471

0.71%

MILLENNIUM MANAGEMENT LLC

101.19K

Mar 31, 26

+101.19K

0.66%

STATE OF WISCONSIN INVESTMENT BOARD

95.65K

Mar 31, 26

-15.15K

0.63%

STIFEL FINANCIAL CORP

93.88K

Mar 31, 26

+34.23K

0.62%

VANGUARD FIDUCIARY TRUST CO

90.77K

Mar 31, 26

+90.77K

0.60%

JACOBS ASSET MANAGEMENT, LLC

89.15K

Mar 31, 26

+697

0.58%

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%

GOLDMAN SACHS GROUP INC

85.79K

Mar 31, 26

+27.98K

0.56%

MORGAN STANLEY

78.00K

Mar 31, 26

-23.30K

0.51%

SILVERCREST ASSET MANAGEMENT GROUP LLC

77.08K

Mar 31, 26

-8.64K

0.51%

SEGALL BRYANT & HAMILL, LLC

69.58K

Mar 31, 26

-3.61K

0.46%

PMC FIG Opportunities LLC

63.62K

Mar 31, 26

+20.39K

0.42%

BOOTHBAY FUND MANAGEMENT, LLC

61.79K

Mar 31, 26

-44.55K

0.41%

MENDON CAPITAL ADVISORS CORP

56.00K

Mar 31, 26

+26.00K

0.37%

ROYCE & ASSOCIATES LP

55.68K

Mar 31, 26

-68.17K

0.37%

CITADEL ADVISORS LLC

54.88K

Mar 31, 26

+51.96K

0.36%

RMB Capital Management, LLC

50.00K

Mar 31, 26

+20.00K

0.33%

FIRST TRUST ADVISORS LP

48.71K

Mar 31, 26

+4.95K

0.32%

FRANKLIN RESOURCES INC

45.59K

Mar 31, 26

+10.90K

0.30%

MACQUARIE MANAGEMENT HOLDINGS, INC.

45.02K

Mar 31, 26

+4.85K

0.30%

Brinker Capital Investments, LLC

42.97K

Mar 31, 26

-3.24K

0.28%

Nuveen, LLC

36.27K

Mar 31, 26

-40.90K

0.24%

SEI INVESTMENTS CO

33.30K

Mar 31, 26

-2.02K

0.22%

JANE STREET GROUP, LLC

31.23K

Mar 31, 26

+31.23K

0.20%

BARCLAYS PLC

30.87K

Mar 31, 26

+5.09K

0.20%

ExodusPoint Capital Management, LP

27.31K

Mar 31, 26

+27.31K

0.18%

Swiss National Bank

26.77K

Mar 31, 26

0.18%

XTX Topco Ltd

26.08K

Mar 31, 26

+22.15K

0.17%

Quantinno Capital Management LP

25.38K

Mar 31, 26

+23.13K

0.17%

BALYASNY ASSET MANAGEMENT L.P.

24.09K

Mar 31, 26

+21.53K

0.16%

GREAT LAKES ADVISORS, LLC

23.32K

Mar 31, 26

+6.99K

0.15%

RENAISSANCE TECHNOLOGIES LLC

22.60K

Mar 31, 26

+22.60K

0.15%

Rafferty Asset Management, LLC

21.02K

Mar 31, 26

+5.11K

0.14%

Pacific Ridge Capital Partners, LLC

20.40K

Mar 31, 26

+4.69K

0.13%

Riverwater Partners LLC

20.15K

Mar 31, 26

-9.45K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

18.64K

Mar 31, 26

+7.27K

0.12%

FEDERATED HERMES, INC.

18.27K

Mar 31, 26

-2.70K

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%

Invesco Ltd.

17.39K

Mar 31, 26

-58.58K

0.11%

KING LUTHER CAPITAL MANAGEMENT CORP

15.68K

Mar 31, 26

+15.68K

0.10%

CI Private Wealth, LLC

15.63K

Mar 31, 26

+15.63K

0.10%

RHUMBLINE ADVISERS

15.26K

Mar 31, 26

-827

0.10%

Trexquant Investment LP

14.61K

Mar 31, 26

+14.61K

0.10%

Point72 Asset Management, L.P.

14.24K

Mar 31, 26

+3.42K

0.09%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

12.98K

Mar 31, 26

-96

0.09%

EJF Capital LLC

12.27K

Mar 31, 26

-958

0.08%

Qube Research & Technologies Ltd

12.10K

Mar 31, 26

+12.10K

0.08%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

11.96K

Mar 31, 26

0.08%

AMERIPRISE FINANCIAL INC

11.75K

Mar 31, 26

-640

0.08%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

11.63K

Mar 31, 26

+11.63K

0.08%

BNP PARIBAS ARBITRAGE, SNC

11.10K

Mar 31, 26

-6.39K

0.07%

Vident Advisory, LLC

10.99K

Mar 31, 26

+10.99K

0.07%

US BANCORP \DE\

10.93K

Mar 31, 26

-4

0.07%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

10.46K

Mar 31, 26

-14.37K

0.07%

Legal & General Group Plc

9.86K

Mar 31, 26

-2.71K

0.06%

VANGUARD ASSET MANAGEMENT, Ltd

8.98K

Mar 31, 26

+8.98K

0.06%

Pathstone Holdings, LLC

7.51K

Mar 31, 26

+4.05K

0.05%

Creative Planning

7.28K

Mar 31, 26

-4.82K

0.05%

MetLife Investment Management, LLC

7.24K

Mar 31, 26

-66

0.05%

AQR CAPITAL MANAGEMENT LLC

6.59K

Mar 31, 26

-482

0.04%

EntryPoint Capital, LLC

6.56K

Mar 31, 26

+6.56K

0.04%

JANUS HENDERSON GROUP PLC

6.16K

Mar 31, 26

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

6.04K

Mar 31, 26

+28

0.04%

JPMORGAN CHASE & CO

5.84K

Mar 31, 26

+79

0.04%

RAYMOND JAMES FINANCIAL INC

5.47K

Mar 31, 26

-1.84K

0.04%

Vanguard Global Advisers, LLC

5.22K

Mar 31, 26

+5.22K

0.03%

Squarepoint Ops LLC

4.96K

Mar 31, 26

+4.96K

0.03%

WELLS FARGO & COMPANY/MN

4.68K

Mar 31, 26

-9.45K

0.03%

ROYAL BANK OF CANADA

4.29K

Mar 31, 26

-550

0.03%

FIDUCIARY TRUST CO

4.19K

Mar 31, 26

+4.19K

0.03%

TWO SIGMA INVESTMENTS, LP

3.80K

Mar 31, 26

-258

0.02%

Freestone Grove Partners LP

3.54K

Mar 31, 26

+3.54K

0.02%

Jefferies Financial Group Inc.

3.20K

Mar 31, 26

+1.16K

0.02%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

3.07K

Mar 31, 26

0.02%

Vanguard Investments Australia, Ltd.

3.05K

Mar 31, 26

+3.05K

0.02%

DARK FOREST CAPITAL MANAGEMENT LP

2.91K

Mar 31, 26

+2.91K

0.02%

KLP KAPITALFORVALTNING AS

2.90K

Mar 31, 26

0.02%

INTECH INVESTMENT MANAGEMENT LLC

2.87K

Mar 31, 26

-2.14K

0.02%

Entropy Technologies, LP

2.65K

Mar 31, 26

+2.65K

0.02%

Quantbot Technologies LP

2.22K

Mar 31, 26

-545

0.01%

AMERIFLEX GROUP, INC.

1.93K

Mar 31, 26

0.01%

Zurcher Kantonalbank (Zurich Cantonalbank)

1.77K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

1.57K

Mar 31, 26

+1.07K

0.01%

Ameritas Investment Partners, Inc.

1.08K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

624

Mar 31, 26

0.00%

ADVISOR GROUP HOLDINGS, INC.

463

Mar 31, 26

-309

0.00%

BNP Paribas Asset Management Holding S.A.

218

Mar 31, 26

+32

0.00%

IMA Wealth, Inc.

207

Mar 31, 26

0.00%

NewEdge Advisors, LLC

202

Mar 31, 26

0.00%

Allworth Financial LP

174

Mar 31, 26

+20

0.00%

QUADRANT CAPITAL GROUP LLC

166

Mar 31, 26

-89

0.00%

CWM, LLC

131

Mar 31, 26

-26

0.00%

UMB Bank, n.a.

123

Mar 31, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

102

Mar 31, 26

-1

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

Mar 31, 26

0.00%

Optiver Holding B.V.

Mar 31, 26

+12

0.00%

Quarry LP

Mar 31, 26

+17

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

0.00%

Strategic Advocates LLC

Mar 31, 26

-80

Sanctuary Advisors, LLC

Mar 31, 26

-1.85K

Jain Global LLC

Mar 31, 26

-7.20K

COLDSTREAM CAPITAL MANAGEMENT INC

Mar 31, 26

-3.07K

MARSHALL WACE, LLP

Mar 31, 26

-3.20K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-96

Lisanti Capital Growth, LLC

Mar 31, 26

-32.61K

MCF Advisors LLC

Mar 31, 26

-212

THORNBURG INVESTMENT MANAGEMENT INC

Mar 31, 26

-19.25K

Jump Financial, LLC

Mar 31, 26

-2.28K

SRS Capital Advisors, Inc.

Mar 31, 26

-92

NOMURA HOLDINGS INC

Mar 31, 26

-16.13K

NEXT CENTURY GROWTH INVESTORS LLC

Mar 31, 26

-178.22K

Toroso Investments, LLC

Mar 31, 26

-6.76K

CacheTech Inc.

Mar 31, 26

-2.20K

ProShare Advisors LLC

Mar 31, 26

-2.36K

DV Trading LLC

Mar 31, 26

-200

Amundi

Mar 31, 26

-2.95K

DRW Securities, LLC

Mar 31, 26

-1.87K

VOYA INVESTMENT MANAGEMENT LLC

Mar 31, 26

-2.40K

Colony Group, LLC

Mar 31, 26

-23.84K

FourThought Financial Partners, LLC

Mar 31, 26

-2.32K

KINGDON CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-40.00K

Aquatic Capital Management LLC

Mar 31, 26

-405

Verition Fund Management LLC

Mar 31, 26

-2.10K

EAM Investors, LLC

Mar 31, 26

-29.43K

Elizabeth Park Capital Advisors, Ltd.

Mar 31, 26

-19.01K

DRIEHAUS CAPITAL MANAGEMENT LLC

Mar 31, 26

-344.36K

Skopos Labs, Inc.

Mar 31, 26

-5.88K

Harvest Investment Services, LLC

Mar 31, 26

-14.61K

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%