Peoples Financial Services Corp.(PFIS)

$70.64—

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Peoples Financial Services Corp.(PFIS)

NASDAQ

$70.64—

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PFIS(PFIS)

PFIS

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Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	744.49K	Jun 30, 26	+109.79K	7.44%
VANGUARD CAPITAL MANAGEMENT LLC	403.16K	Jun 30, 26	+11.13K	4.03%
DIMENSIONAL FUND ADVISORS LP	339.26K	Jun 30, 26	+22.64K	3.39%
GEODE CAPITAL MANAGEMENT, LLC	249.64K	Jun 30, 26	+14.27K	2.49%
STATE STREET CORP	212.48K	Jun 30, 26	+12.04K	2.12%
AMERICAN CENTURY COMPANIES INC	202.75K	Jun 30, 26	+83.73K	2.03%
PEOPLES FINANCIAL SERVICES CORP.	90.40K	Jun 30, 26	-640	0.90%
NORTHERN TRUST CORP	86.12K	Jun 30, 26	+11.95K	0.86%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	82.97K	Jun 30, 26	+4.26K	0.83%
VANGUARD PORTFOLIO MANAGEMENT LLC	78.82K	Jun 30, 26	+25.12K	0.79%
VANGUARD FIDUCIARY TRUST CO	61.98K	Jun 30, 26	+799	0.62%
Empowered Funds, LLC	60.07K	Jun 30, 26	+4.26K	0.60%
Bank of New York Mellon Corp	52.64K	Jun 30, 26	+1.63K	0.53%
MORGAN STANLEY	49.16K	Jun 30, 26	+15.91K	0.49%
PNC FINANCIAL SERVICES GROUP, INC.	48.43K	Jun 30, 26	--	0.48%
Alliance Wealth Advisors, LLC	44.93K	Jun 30, 26	+227	0.45%
SEGALL BRYANT & HAMILL, LLC	37.62K	Jun 30, 26	-2.59K	0.38%
TWO SIGMA INVESTMENTS, LP	34.94K	Jun 30, 26	+13.01K	0.35%
FIRST TRUST ADVISORS LP	34.13K	Jun 30, 26	+1.34K	0.34%
WELLS FARGO & COMPANY/MN	33.88K	Jun 30, 26	+4.15K	0.34%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	30.14K	Jun 30, 26	+200	0.30%
Cutler Capital Management, LLC	28.75K	Jun 30, 26	-2	0.29%
EAGLE WEALTH STRATEGIES LLC	28.66K	Jun 30, 26	--	0.29%
Quantinno Capital Management LP	27.40K	Jun 30, 26	+11.03K	0.27%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	26.45K	Jun 30, 26	+2.35K	0.26%
Sixth Street Partners Management Company, L.P.	26.45K	Jun 30, 26	+26.45K	0.26%
Nuveen, LLC	23.23K	Jun 30, 26	+2.77K	0.23%
AQR CAPITAL MANAGEMENT LLC	21.57K	Jun 30, 26	+11.27K	0.22%
GOLDMAN SACHS GROUP INC	19.30K	Jun 30, 26	-8.65K	0.19%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	15.15K	Jun 30, 26	--	0.15%
LPL Financial LLC	14.16K	Jun 30, 26	+1.90K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	14.11K	Jun 30, 26	-627	0.14%
BANK OF AMERICA CORP /DE/	13.81K	Jun 30, 26	+4.60K	0.14%
CITIGROUP INC	12.80K	Jun 30, 26	+6.50K	0.13%
WILEY BROS.-AINTREE CAPITAL, LLC	12.38K	Jun 30, 26	+6	0.12%
Janney Montgomery Scott LLC	12.25K	Jun 30, 26	--	0.12%
RHUMBLINE ADVISERS	11.95K	Jun 30, 26	+558	0.12%
Stone House Investment Management, LLC	11.83K	Jun 30, 26	+1.65K	0.12%
Jacobi Capital Management LLC	11.45K	Jun 30, 26	+30	0.11%
BERKSHIRE ASSET MANAGEMENT LLC/PA	11.19K	Jun 30, 26	--	0.11%
Invesco Ltd.	9.83K	Jun 30, 26	-1.65K	0.10%
DEUTSCHE BANK AG\	9.23K	Jun 30, 26	+1.92K	0.09%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.05K	Jun 30, 26	+9.05K	0.09%
Riggs Asset Managment Co. Inc.	8.89K	Jun 30, 26	+26	0.09%
Colony Group, LLC	8.84K	Jun 30, 26	+242	0.09%
XTX Topco Ltd	8.40K	Jun 30, 26	+8.40K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	7.82K	Jun 30, 26	+2.00K	0.08%
PRICE T ROWE ASSOCIATES INC /MD/	7.75K	Jun 30, 26	+1.41K	0.08%
ALLIANCEBERNSTEIN L.P.	7.40K	Jun 30, 26	+800	0.07%
Connor, Clark & Lunn Investment Management Ltd.	7.21K	Jun 30, 26	-995	0.07%
MILLENNIUM MANAGEMENT LLC	6.59K	Jun 30, 26	+1.47K	0.07%
HANCOCK WHITNEY CORP	6.01K	Jun 30, 26	--	0.06%
Sequoia Financial Advisors, LLC	5.92K	Jun 30, 26	+5.92K	0.06%
RENAISSANCE TECHNOLOGIES LLC	5.88K	Jun 30, 26	-10.65K	0.06%
UBS Group AG	5.85K	Jun 30, 26	+1.61K	0.06%
ROYAL BANK OF CANADA	5.58K	Jun 30, 26	+49	0.06%
ExodusPoint Capital Management, LP	5.54K	Jun 30, 26	+5.54K	0.06%
LVW Advisors, LLC	5.28K	Jun 30, 26	-110	0.05%
JPMORGAN CHASE & CO	5.28K	Jun 30, 26	+282	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.26K	Jun 30, 26	+685	0.05%
MetLife Investment Management, LLC	5.22K	Jun 30, 26	--	0.05%
RBF Capital, LLC	5.21K	Jun 30, 26	--	0.05%
SEIZERT CAPITAL PARTNERS, LLC	5.17K	Jun 30, 26	+5.17K	0.05%
Engineers Gate Manager LP	5.05K	Jun 30, 26	+5.05K	0.05%
Savant Capital, LLC	5.01K	Jun 30, 26	+5.01K	0.05%
Archer Investment Corp	5.00K	Jun 30, 26	--	0.05%
CANADA PENSION PLAN INVESTMENT BOARD	4.80K	Jun 30, 26	--	0.05%
PRUDENTIAL FINANCIAL INC	4.78K	Jun 30, 26	+120	0.05%
Russell Investments Group, Ltd.	4.73K	Jun 30, 26	+4.02K	0.05%
Sterling Capital Management LLC	4.42K	Jun 30, 26	+4.14K	0.04%
AMERIPRISE FINANCIAL INC	4.38K	Jun 30, 26	+4.38K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4.35K	Jun 30, 26	-83	0.04%
FIDELITY D & D BANCORP INC	4.22K	Jun 30, 26	--	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	4.16K	Jun 30, 26	--	0.04%
Cetera Investment Advisers	4.08K	Jun 30, 26	+4.08K	0.04%
Cresset Asset Management, LLC	3.70K	Jun 30, 26	+3.70K	0.04%
Vanguard Global Advisers, LLC	3.61K	Jun 30, 26	--	0.04%
Man Group plc	3.52K	Jun 30, 26	+3.52K	0.04%
Creative Planning	3.51K	Jun 30, 26	+3.51K	0.04%
Tower Research Capital LLC (TRC)	3.27K	Jun 30, 26	+2.02K	0.03%
Waldron Private Wealth LLC	3.25K	Jun 30, 26	+3.25K	0.03%
Van Hulzen Asset Management, LLC	3.24K	Jun 30, 26	+3.24K	0.03%
IEQ CAPITAL, LLC	3.03K	Jun 30, 26	+3.03K	0.03%
Police & Firemen's Retirement System of New Jersey	2.85K	Jun 30, 26	--	0.03%
HOEY INVESTMENTS, INC	2.47K	Jun 30, 26	--	0.02%
LOS ANGELES CAPITAL MANAGEMENT LLC	1.77K	Jun 30, 26	+1.77K	0.02%
BARCLAYS PLC	1.37K	Jun 30, 26	-687	0.01%
BNP PARIBAS ARBITRAGE, SNC	1.32K	Jun 30, 26	-666	0.01%
Farther Finance Advisors, LLC	1.28K	Jun 30, 26	+4	0.01%
Community Bank, N.A.	1.22K	Jun 30, 26	--	0.01%
GREAT WEST LIFE ASSURANCE CO /CAN/	1.08K	Jun 30, 26	+104	0.01%
NATIONAL BANK OF CANADA /FI/	996	Jun 30, 26	-4	0.01%
Legal & General Group Plc	921	Jun 30, 26	+78	0.01%
Ameritas Investment Partners, Inc.	901	Jun 30, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	803	Jun 30, 26	--	0.01%
FMR LLC	715	Jun 30, 26	+467	0.01%
Versant Capital Management, Inc	564	Jun 30, 26	--	0.01%
Capital Advisors, Ltd. LLC	414	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	396	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	373	Jun 30, 26	+316	0.00%
GAMMA Investing LLC	168	Jun 30, 26	+21	0.00%
Integrated Wealth Concepts LLC	152	Jun 30, 26	+152	0.00%
HARBOR CAPITAL ADVISORS, INC.	128	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	89	Jun 30, 26	+89	0.00%
Allworth Financial LP	47	Jun 30, 26	+20	0.00%
Parallel Advisors, LLC	47	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	39	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	32	Jun 30, 26	--	0.00%
US BANCORP \DE\	30	Jun 30, 26	+10	0.00%
Optiver Holding B.V.	28	Jun 30, 26	-64	0.00%
Essential Partners LLC	27	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	20	Jun 30, 26	+5	0.00%
Larson Financial Group LLC	20	Jun 30, 26	+20	0.00%
Covestor Ltd	17	Jun 30, 26	+17	0.00%
Glen Eagle Advisors, LLC	14	Jun 30, 26	--	0.00%
Quarry LP	13	Jun 30, 26	+13	0.00%
IFP Advisors, Inc	10	Jun 30, 26	+2	0.00%
ROTHSCHILD INVESTMENT LLC	8	Jun 30, 26	+5	0.00%
True Wealth Design, LLC	6	Jun 30, 26	-3	0.00%
SBI Securities Co., Ltd.	4	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	3	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	1	Jun 30, 26	+1	0.00%
STIFEL FINANCIAL CORP	--	Jun 30, 26	-11.42K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Jun 30, 26	-3.79K	--
STRS OHIO	--	Jun 30, 26	-900	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-3.92K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-4.25K	--
Root Financial Partners, LLC	--	Jun 30, 26	-8	--
Keating Financial Advisory Services, Inc.	--	Jun 30, 26	-1	--
MAI Capital Management	--	Jun 30, 26	-3	--
Quadrature Capital Ltd	--	Jun 30, 26	-4.18K	--
FRANKLIN RESOURCES INC	--	Jun 30, 26	-5.55K	--
CWM, LLC	654	Mar 31, 26	-169	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	504	Mar 31, 26	-69	0.01%
Sunbelt Securities, Inc.	2	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	504.36K	Dec 31, 25	+12.90K	5.04%
Shorepoint Capital Partners LLC	2.34K	Sep 30, 25	+2.34K	0.02%
Sabal Trust CO	6.01K	Mar 31, 25	--	0.06%
Nuveen Asset Management, LLC	28.32K	Dec 31, 24	+1.46K	0.28%
BlackRock Inc.	581.82K	Jun 30, 24	+87.67K	5.81%
EA Series Trust	20.84K	Jun 30, 23	+20.84K	0.21%
Amalgamated Financial Corp.	847	Mar 31, 22	+847	0.01%
TIAA CREF INVESTMENT MANAGEMENT LLC	15.51K	Mar 31, 19	--	0.15%
TEACHERS ADVISORS, LLC	11.59K	Mar 31, 19	--	0.12%
Acrospire Investment Management LLC	--	Sep 30, 17	-100	--
BlackRock Fund Advisors	225.28K	Dec 31, 16	+32.20K	2.25%
BlackRock Institutional Trust Company, N.A.	67.50K	Dec 31, 16	-538	0.67%
BlackRock Investment Management, LLC	29.82K	Dec 31, 16	-215	0.30%
BLACKROCK ADVISORS LLC	2.55K	Dec 31, 16	+14	0.03%
ANALYTIC INVESTORS, LLC	12.96K	Sep 30, 16	--	0.13%
UBS AG	4.51K	Sep 30, 14	+1.58K	0.05%
COMMUNITY BANK SYSTEM, INC.	3.37K	Sep 30, 14	+643	0.03%

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Holder

Date

Change

% Held

BlackRock, Inc.

744.49K

Jun 30, 26

+109.79K

7.44%

VANGUARD CAPITAL MANAGEMENT LLC

403.16K

Jun 30, 26

+11.13K

4.03%

DIMENSIONAL FUND ADVISORS LP

339.26K

Jun 30, 26

+22.64K

3.39%

GEODE CAPITAL MANAGEMENT, LLC

249.64K

Jun 30, 26

+14.27K

2.49%

STATE STREET CORP

212.48K

Jun 30, 26

+12.04K

2.12%

AMERICAN CENTURY COMPANIES INC

202.75K

Jun 30, 26

+83.73K

2.03%

PEOPLES FINANCIAL SERVICES CORP.

90.40K

Jun 30, 26

-640

0.90%

NORTHERN TRUST CORP

86.12K

Jun 30, 26

+11.95K

0.86%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

82.97K

Jun 30, 26

+4.26K

0.83%

VANGUARD PORTFOLIO MANAGEMENT LLC

78.82K

Jun 30, 26

+25.12K

0.79%

VANGUARD FIDUCIARY TRUST CO

61.98K

Jun 30, 26

+799

0.62%

Empowered Funds, LLC

60.07K

Jun 30, 26

+4.26K

0.60%

Bank of New York Mellon Corp

52.64K

Jun 30, 26

+1.63K

0.53%

MORGAN STANLEY

49.16K

Jun 30, 26

+15.91K

0.49%

PNC FINANCIAL SERVICES GROUP, INC.

48.43K

Jun 30, 26

0.48%

Alliance Wealth Advisors, LLC

44.93K

Jun 30, 26

+227

0.45%

SEGALL BRYANT & HAMILL, LLC

37.62K

Jun 30, 26

-2.59K

0.38%

TWO SIGMA INVESTMENTS, LP

34.94K

Jun 30, 26

+13.01K

0.35%

FIRST TRUST ADVISORS LP

34.13K

Jun 30, 26

+1.34K

0.34%

WELLS FARGO & COMPANY/MN

33.88K

Jun 30, 26

+4.15K

0.34%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

30.14K

Jun 30, 26

+200

0.30%

Cutler Capital Management, LLC

28.75K

Jun 30, 26

-2

0.29%

EAGLE WEALTH STRATEGIES LLC

28.66K

Jun 30, 26

0.29%

Quantinno Capital Management LP

27.40K

Jun 30, 26

+11.03K

0.27%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

26.45K

Jun 30, 26

+2.35K

0.26%

Sixth Street Partners Management Company, L.P.

26.45K

Jun 30, 26

+26.45K

0.26%

Nuveen, LLC

23.23K

Jun 30, 26

+2.77K

0.23%

AQR CAPITAL MANAGEMENT LLC

21.57K

Jun 30, 26

+11.27K

0.22%

GOLDMAN SACHS GROUP INC

19.30K

Jun 30, 26

-8.65K

0.19%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

15.15K

Jun 30, 26

0.15%

LPL Financial LLC

14.16K

Jun 30, 26

+1.90K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

14.11K

Jun 30, 26

-627

0.14%

BANK OF AMERICA CORP /DE/

13.81K

Jun 30, 26

+4.60K

0.14%

CITIGROUP INC

12.80K

Jun 30, 26

+6.50K

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

12.38K

Jun 30, 26

0.12%

Janney Montgomery Scott LLC

12.25K

Jun 30, 26

0.12%

RHUMBLINE ADVISERS

11.95K

Jun 30, 26

+558

0.12%

Stone House Investment Management, LLC

11.83K

Jun 30, 26

+1.65K

0.12%

Jacobi Capital Management LLC

11.45K

Jun 30, 26

+30

0.11%

BERKSHIRE ASSET MANAGEMENT LLC/PA

11.19K

Jun 30, 26

0.11%

Invesco Ltd.

9.83K

Jun 30, 26

-1.65K

0.10%

DEUTSCHE BANK AG\

9.23K

Jun 30, 26

+1.92K

0.09%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.05K

Jun 30, 26

+9.05K

0.09%

Riggs Asset Managment Co. Inc.

8.89K

Jun 30, 26

+26

0.09%

Colony Group, LLC

8.84K

Jun 30, 26

+242

0.09%

XTX Topco Ltd

8.40K

Jun 30, 26

+8.40K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

7.82K

Jun 30, 26

+2.00K

0.08%

PRICE T ROWE ASSOCIATES INC /MD/

7.75K

Jun 30, 26

+1.41K

0.08%

ALLIANCEBERNSTEIN L.P.

7.40K

Jun 30, 26

+800

0.07%

Connor, Clark & Lunn Investment Management Ltd.

7.21K

Jun 30, 26

-995

0.07%

MILLENNIUM MANAGEMENT LLC

6.59K

Jun 30, 26

+1.47K

0.07%

HANCOCK WHITNEY CORP

6.01K

Jun 30, 26

0.06%

Sequoia Financial Advisors, LLC

5.92K

Jun 30, 26

+5.92K

0.06%

RENAISSANCE TECHNOLOGIES LLC

5.88K

Jun 30, 26

-10.65K

0.06%

UBS Group AG

5.85K

Jun 30, 26

+1.61K

0.06%

ROYAL BANK OF CANADA

5.58K

Jun 30, 26

+49

0.06%

ExodusPoint Capital Management, LP

5.54K

Jun 30, 26

+5.54K

0.06%

LVW Advisors, LLC

5.28K

Jun 30, 26

-110

0.05%

JPMORGAN CHASE & CO

5.28K

Jun 30, 26

+282

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.26K

Jun 30, 26

+685

0.05%

MetLife Investment Management, LLC

5.22K

Jun 30, 26

0.05%

RBF Capital, LLC

5.21K

Jun 30, 26

0.05%

SEIZERT CAPITAL PARTNERS, LLC

5.17K

Jun 30, 26

+5.17K

0.05%

Engineers Gate Manager LP

5.05K

Jun 30, 26

+5.05K

0.05%

Savant Capital, LLC

5.01K

Jun 30, 26

+5.01K

0.05%

Archer Investment Corp

5.00K

Jun 30, 26

0.05%

CANADA PENSION PLAN INVESTMENT BOARD

4.80K

Jun 30, 26

0.05%

PRUDENTIAL FINANCIAL INC

4.78K

Jun 30, 26

+120

0.05%

Russell Investments Group, Ltd.

4.73K

Jun 30, 26

+4.02K

0.05%

Sterling Capital Management LLC

4.42K

Jun 30, 26

+4.14K

0.04%

AMERIPRISE FINANCIAL INC

4.38K

Jun 30, 26

+4.38K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

4.35K

Jun 30, 26

-83

0.04%

FIDELITY D & D BANCORP INC

4.22K

Jun 30, 26

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

4.16K

Jun 30, 26

0.04%

Cetera Investment Advisers

4.08K

Jun 30, 26

+4.08K

0.04%

Cresset Asset Management, LLC

3.70K

Jun 30, 26

+3.70K

0.04%

Vanguard Global Advisers, LLC

3.61K

Jun 30, 26

0.04%

Man Group plc

3.52K

Jun 30, 26

+3.52K

0.04%

Creative Planning

3.51K

Jun 30, 26

+3.51K

0.04%

Tower Research Capital LLC (TRC)

3.27K

Jun 30, 26

+2.02K

0.03%

Waldron Private Wealth LLC

3.25K

Jun 30, 26

+3.25K

0.03%

Van Hulzen Asset Management, LLC

3.24K

Jun 30, 26

+3.24K

0.03%

IEQ CAPITAL, LLC

3.03K

Jun 30, 26

+3.03K

0.03%

Police & Firemen's Retirement System of New Jersey

2.85K

Jun 30, 26

0.03%

HOEY INVESTMENTS, INC

2.47K

Jun 30, 26

0.02%

LOS ANGELES CAPITAL MANAGEMENT LLC

1.77K

Jun 30, 26

+1.77K

0.02%

BARCLAYS PLC

1.37K

Jun 30, 26

-687

0.01%

BNP PARIBAS ARBITRAGE, SNC

1.32K

Jun 30, 26

-666

0.01%

Farther Finance Advisors, LLC

1.28K

Jun 30, 26

0.01%

Community Bank, N.A.

1.22K

Jun 30, 26

0.01%

GREAT WEST LIFE ASSURANCE CO /CAN/

1.08K

Jun 30, 26

+104

0.01%

NATIONAL BANK OF CANADA /FI/

996

Jun 30, 26

-4

0.01%

Legal & General Group Plc

921

Jun 30, 26

+78

0.01%

Ameritas Investment Partners, Inc.

901

Jun 30, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

803

Jun 30, 26

0.01%

FMR LLC

715

Jun 30, 26

+467

0.01%

Versant Capital Management, Inc

564

Jun 30, 26

0.01%

Capital Advisors, Ltd. LLC

414

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

396

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

373

Jun 30, 26

+316

0.00%

GAMMA Investing LLC

168

Jun 30, 26

+21

0.00%

Integrated Wealth Concepts LLC

152

Jun 30, 26

+152

0.00%

HARBOR CAPITAL ADVISORS, INC.

128

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+89

0.00%

Allworth Financial LP

Jun 30, 26

+20

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

US BANCORP \DE\

Jun 30, 26

+10

0.00%

Optiver Holding B.V.

Jun 30, 26

-64

0.00%

Essential Partners LLC

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

+20

0.00%

Covestor Ltd

Jun 30, 26

+17

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Quarry LP

Jun 30, 26

+13

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

-3

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

STIFEL FINANCIAL CORP

Jun 30, 26

-11.42K

THRIVENT FINANCIAL FOR LUTHERANS

Jun 30, 26

-3.79K

STRS OHIO

Jun 30, 26

-900

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-3.92K

JANE STREET GROUP, LLC

Jun 30, 26

-4.25K

Root Financial Partners, LLC

Jun 30, 26

-8

Keating Financial Advisory Services, Inc.

Jun 30, 26

-1

MAI Capital Management

Jun 30, 26

-3

Quadrature Capital Ltd

Jun 30, 26

-4.18K

FRANKLIN RESOURCES INC

Jun 30, 26

-5.55K

CWM, LLC

654

Mar 31, 26

-169

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

504

Mar 31, 26

-69

0.01%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

VANGUARD GROUP INC

504.36K

Dec 31, 25

+12.90K

5.04%

Shorepoint Capital Partners LLC

2.34K

Sep 30, 25

+2.34K

0.02%

Sabal Trust CO

6.01K

Mar 31, 25

0.06%

Nuveen Asset Management, LLC

28.32K

Dec 31, 24

+1.46K

0.28%

BlackRock Inc.

581.82K

Jun 30, 24

+87.67K

5.81%

EA Series Trust

20.84K

Jun 30, 23

+20.84K

0.21%

Amalgamated Financial Corp.

847

Mar 31, 22

+847

0.01%

TIAA CREF INVESTMENT MANAGEMENT LLC

15.51K

Mar 31, 19

0.15%

TEACHERS ADVISORS, LLC

11.59K

Mar 31, 19

0.12%

Acrospire Investment Management LLC

Sep 30, 17

-100

BlackRock Fund Advisors

225.28K

Dec 31, 16

+32.20K

2.25%

BlackRock Institutional Trust Company, N.A.

67.50K

Dec 31, 16

-538

0.67%

BlackRock Investment Management, LLC

29.82K

Dec 31, 16

-215

0.30%

BLACKROCK ADVISORS LLC

2.55K

Dec 31, 16

+14

0.03%

ANALYTIC INVESTORS, LLC

12.96K

Sep 30, 16

0.13%

UBS AG

4.51K

Sep 30, 14

+1.58K

0.05%

COMMUNITY BANK SYSTEM, INC.

3.37K

Sep 30, 14

+643

0.03%