How many institutions own BMRC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BMRC shares is 170, representing 63.22% of the company's common stock.

Who are the major shareholders selling Bank of Marin Bancorp stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in BMRC by -0.59% restricting it's holding to 32.5 thousand shares of worth nearly $845.22K. TREXQUANT INVESTMENT LP also lessened -25.91% of the BMRC shares from its portfolio, reducing its holding to 36.66 thousand shares of worth $953.61K. BRIDGEWAY CAPITAL MANAGEMENT, LLC also shunned BMRC shares holding by -64.16% last quarter which brought its holding to 37.02 thousand shares worth $962.99K.

Investors who are buying BMRC stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in BMRC by 22.72% in the last quarter. The institutional holder raised its holding to 28.08 thousand shares having worth more than $730.42K. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. also added 14.3% more shares of BMRC to its portfolio, raising its holding to 35.89 thousand shares of worth $933.60K. QUANTINNO CAPITAL MANAGEMENT LP also increased its BMRC shares holding by 20.11% which brought its holding to 49.33 thousand shares worth $1.28M.

BMRC's major insiders: who are they?

The insider with the most stakes in BMRC is FITE CHARLES D , director at the company. Additionally, BMRC stock is highly held by President & CEO Myers Timothy D and director Colombo Russell A among others.

Did an insider recently sell BMRC stock?

Company executives, directors, and other insiders own 9.94% percent of Bank of Marin Bancorp's stock. Within the last six months, there have been 0 transaction(s) in which BMRC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MCDEVITT JR WILLIAM H, COLOMBO RUSSELL A, and BARLOW STEVEN I..

Which insider recently purchased BMRC stock?

There have been 0 transaction(s) during the past 6-months in which Bank of Marin Bancorp insiders have bought stock, totalling 0 shares

How much of BMRC does insiders own?

Around 0 Bank of Marin Bancorp shares are held by insiders, which represents about 9.94% of BMRC stock.

Who is the insider with the largest stake?

BMRC director, FITE CHARLES D holds the largest portfolio of the company's shares. BMRC shares owned by FITE total nearly 108.9 thousand.

Which institution holds the most shares in BMRC?

METLIFE INVESTMENT MANAGEMENT, LLC is the largest institutional owner in BMRC which holds 8.92 thousand shares worth $231.93K or 0.06% of the total BMRC shares outstanding followed by NUVEEN, LLC with ownership of 26.3 thousand shares representing 0.17% of the BMRC ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 28.08 thousand shares or 0.18% of the ownership worth more than $730.42K.

Is Bank of Marin Bancorp stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BMRC is concerned, it is a stock which is optionable.

Is there a short position on BMRC's shares?

Number of BMRC shares short is 522.42K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BMRC shares are there?

As of today, 16.13M shares of BMRC are outstanding.

Is there many float in BMRC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BMRC has 14.46M shares in float.

BMRC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BMRC is 5.31.

Bank of Marin Bancorp (BMRC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.24

Short Percent Of Float3.32

Shares Outstanding16.13M

Shares Float14.46M

Shares Short522.42K

Short Ratio5.31

3.32%

Short % of Float

3.24%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

9.94% Percentage of Shares held by All Insiders

63.22% Percentage of Shares held by All Institutions

70.21% Percentage of Float held by Institutions

170

Number of Institutions Holding Shares

Institutional Ownership

About 63.22% of BMRC shares are held by financial institutions. METLIFE INVESTMENT MANAGEMENT, LLC is the top corporate investor, holding 8.92K shares valued at $231.93K. A 0.06% stake in Bank of Marin Bancorp is owned by the company. NUVEEN, LLC owns 26.3K shares valued at $683.99K, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	8.92K	231.93K	0	0
Dec 31, 2025	NUVEEN, LLC	0.17%	26.3K	683.99K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	28.08K	730.42K	5.2K	+22.72%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.2%	32.5K	845.22K	-193	-0.59%
Dec 31, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.21%	32.92K	856.22K	0	0
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	35.89K	933.6K	4.49K	+14.30%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.23%	36.66K	953.61K	-12.82K	-25.91%
Dec 31, 2025	PRIVATE WEALTH PARTNERS, LLC	0.23%	36.98K	961.93K	0	0
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.23%	37.02K	962.99K	-66.28K	-64.16%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.25%	39.01K	1.01M	-794	-1.99%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.31%	49.33K	1.28M	8.26K	+20.11%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.32%	51.23K	1.33M	14.24K	+38.51%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.33%	52.43K	1.36M	0	0
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	4.15%	659.96K	17.17M	-13.56K	-2.01%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	5.8%	922.64K	24M	-20.89K	-2.21%
Dec 31, 2025	PRINCETON CAPITAL MANAGEMENT LLC	0.06%	10.06K	261.64K	0	0
Dec 31, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.07%	11.46K	298.18K	1.04K	+9.98%
Dec 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.08%	12K	312K	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.08%	12.43K	323.2K	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.08%	12.84K	334.07K	-13.32K	-50.91%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.09%	14.07K	365.94K	0	0
Dec 31, 2025	STATE OF WYOMING	0.1%	15.89K	413.17K	433	+2.80%
Dec 31, 2025	BRIDGE CITY CAPITAL, LLC	0.1%	16.42K	427.14K	3.86K	+30.69%
Dec 31, 2025	RHUMBLINE ADVISERS	0.12%	19.1K	496.65M	-3.58K	-15.77%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.13%	20.39K	530.34K	0	0
Dec 31, 2025	UBS GROUP AG	0.25%	39.82K	1.04M	-126.79K	-76.10%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	45.48K	1.18M	37.04K	+439.22%
Dec 31, 2025	BARCLAYS PLC	0.3%	47.49K	1.24M	2.23K	+4.93%
Dec 31, 2025	JANE STREET GROUP, LLC	0.32%	50.96K	1.33M	14.38K	+39.32%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.7%	110.96K	2.89M	15.3K	+15.99%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.74%	118.05K	3.07M	5.26K	+4.66%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.74%	118.14K	3.07M	10.04K	+9.29%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.76%	121.05K	3.15M	-753	-0.62%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	129.01K	3.36M	-95	-0.07%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.88%	139.67K	3.63M	15.88K	+12.83%
Dec 31, 2025	HEARTLAND ADVISORS INC	1.26%	199.57K	5.19M	199.57K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.65%	262.2K	6.82M	29.39K	+12.63%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.7%	270.17K	7.03M	-3.1K	-1.13%
Dec 31, 2025	IEQ CAPITAL, LLC	0.06%	9.56K	248.56K	1.02K	+11.88%
Dec 31, 2025	QUEST PARTNERS LLC	0.07%	10.64K	276.75K	2.6K	+32.31%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.4%	381.56K	9.92M	3.49K	+0.92%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.14%	21.98K	571.62K	-9.52K	-30.22%
Dec 31, 2025	RBF CAPITAL, LLC	0.19%	30K	780.3K	-92	-0.31%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.43%	385.83K	10.04M	13.26K	+3.56%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.83%	450.05K	11.71M	-2.81K	-0.62%
Dec 31, 2025	HOLDCO ASSET MANAGEMENT, LP	3.17%	504.41K	13.12M	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.85%	770.82K	20.05M	-16.77K	-2.13%
Dec 31, 2025	VANGUARD GROUP INC	5.3%	843.18K	21.93M	4.56K	+0.54%
Dec 31, 2025	BLACKROCK, INC.	8.94%	1.42M	36.96M	-5.67K	-0.40%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.39%	61.3K	1.59M	-453	-0.73%
Dec 31, 2025	CREATIVE PLANNING	0.39%	62K	1.61M	1.86K	+3.10%
Dec 31, 2025	CITADEL ADVISORS LLC	0.4%	62.84K	1.63M	62.84K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.46%	72.55K	1.89M	-454	-0.62%
Dec 31, 2025	BANK OF MARIN	0.65%	104.05K	2.71M	81.66K	+364.70%
Dec 31, 2025	NORTHERN TRUST CORP	0.74%	117.33K	3.05M	-6.87K	-5.53%
Dec 31, 2025	STATE STREET CORP	2.12%	336.8K	8.76M	-13.03K	-3.72%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.05%	8.68K	225.82K	-355	-3.93%
Dec 31, 2025	INVESCO LTD.	0.17%	26.23K	682.24K	-5.35K	-16.93%
Dec 31, 2025	SEI INVESTMENTS CO	0.06%	9.1K	236.6K	0	0
Dec 31, 2025	FOURTHSTONE LLC	0.06%	9.1K	236.69K	-213.03K	-95.90%
Dec 31, 2025	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.06%	9.23K	240.1K	0	0
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.06%	9.24K	240.33K	0	0
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.16%	24.77K	644.29K	4.25K	+20.69%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	95.29K	2.48M	-8.58K	-8.26%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.61%	97.5K	2.54M	-76	-0.08%
Dec 31, 2025	WESTMOUNT PARTNERS, LLC	0.72%	114.56K	2.98M	114.56K	+100.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.14%	22.42K	583.22K	-576	-2.50%
Dec 31, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.15%	23.26K	604.94K	0	0
Sep 30, 2025	SEI INVESTMENTS CO	0.06%	9.1K	220.88K	9.1K	+100.00%
Sep 30, 2025	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.06%	9.23K	224.13K	9.23K	+100.00%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.06%	9.24K	224.35K	0	0
Sep 30, 2025	PRINCETON CAPITAL MANAGEMENT LLC	0.06%	10.06K	244.23K	10.06K	+100.00%
Sep 30, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.07%	10.42K	253.1K	10.42K	+100.00%
Sep 30, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.15%	23.26K	564.7K	0	0
Sep 30, 2025	NUMERAI GP LLC	0.15%	23.29K	565.53K	-2.44K	-9.47%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.16%	26.15K	635K	26.15K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.16%	26.17K	1.14M	14.75K	+129.26%
Sep 30, 2025	NUVEEN, LLC	0.16%	26.3K	638.49K	0	0
Sep 30, 2025	RBF CAPITAL, LLC	0.19%	30.09K	730.63K	0	0
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.2%	31.4K	762.47K	-5.12K	-14.02%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.2%	31.49K	764.67K	3.4K	+12.09%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.71%	273.27K	6.63M	125.82K	+85.33%
Sep 30, 2025	STATE STREET CORP	2.19%	349.83K	8.49M	905	+0.26%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.13%	20.53K	498.35K	0	0
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	4.21%	673.52K	16.35M	-17.94K	-2.59%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	5.9%	943.53K	22.91M	687.62K	+268.68%
Sep 30, 2025	JANE STREET GROUP, LLC	0.23%	36.58K	888.11K	6.83K	+22.95%
Sep 30, 2025	BLACKROCK, INC.	8.92%	1.43M	34.64M	-65.63K	-4.40%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.36%	378.07K	9.18M	8.02K	+2.17%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.83%	452.87K	11M	-6.43K	-1.40%
Sep 30, 2025	HOLDCO ASSET MANAGEMENT, LP	3.15%	504.41K	12.25M	97K	+23.81%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	22.88K	555.59K	91	+0.40%
Sep 30, 2025	CERITY PARTNERS LLC	0.14%	23K	558.42K	2.29K	+11.04%
Sep 30, 2025	INVESCO LTD.	0.2%	31.58K	766.64K	3.35K	+11.86%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	32.69K	793.69K	-7.09K	-17.83%
Sep 30, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.21%	32.92K	799.27K	32.92K	+100.00%
Sep 30, 2025	PRIVATE WEALTH PARTNERS, LLC	0.23%	36.98K	897.95K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	22.67K	550.42K	-1.01K	-4.28%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.23%	36.99K	898K	2.86K	+8.38%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.25%	39.8K	966.4K	-27.71K	-41.04%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.26%	41.08K	997.31K	11.17K	+37.36%
Sep 30, 2025	BARCLAYS PLC	0.28%	45.26K	1.1M	-3.63K	-7.42%
Sep 30, 2025	NORTHERN TRUST CORP	0.78%	124.2K	3.02M	353	+0.28%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	129.11K	3.13M	9.24K	+7.71%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	372.57K	9.05M	12.83K	+3.57%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.93%	787.58K	19.12M	14.09K	+1.82%
Sep 30, 2025	VANGUARD GROUP INC	5.25%	838.62K	20.36M	5.69K	+0.68%
Sep 30, 2025	STEPHENS INC /AR/	0.07%	11.34K	275.41K	0	0
Sep 30, 2025	CHOREO, LLC	0.07%	11.63K	282.28K	-846	-6.78%
Sep 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.08%	12K	291K	12K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	12.43K	301.7K	3.54K	+39.76%
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.08%	12.57K	305.1K	0	0
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.09%	14.07K	341.6K	-1K	-6.64%
Sep 30, 2025	STATE OF WYOMING	0.1%	15.45K	375.18K	15.45K	+100.00%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.13%	20.39K	495.07K	0	0
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.31%	49.48K	1.2M	37.59K	+315.92%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.33%	52.43K	1.27M	0	0
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.6%	95.66K	2.32M	15.9K	+19.93%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.71%	112.79K	2.74M	-2.11K	-1.84%
Sep 30, 2025	FOURTHSTONE LLC	1.39%	222.13K	5.39M	-54.44K	-19.68%
Sep 30, 2025	MORGAN STANLEY	1.46%	232.8K	5.65M	-40.25K	-14.74%
Sep 30, 2025	BANK OF MARIN	0.14%	22.39K	543.63K	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.77%	123.79K	3.01M	30.94K	+33.32%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	5.93K	144.05K	0	0
Sep 30, 2025	CWM, LLC	0.04%	6.38K	155K	2.48K	+63.70%
Sep 30, 2025	JPMORGAN CHASE & CO	0.04%	6.73K	163.48K	-367	-5.17%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.05%	7.44K	180.64K	1.44K	+23.90%
Sep 30, 2025	QUEST PARTNERS LLC	0.05%	8.04K	195.26K	8.04K	+100.00%
Sep 30, 2025	WULFF, HANSEN & CO.	0.05%	8.54K	207.4K	8.54K	+100.00%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	8.92K	216.51K	8.92K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.38%	60.13K	1.46M	6.77K	+12.69%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.39%	61.75K	1.5M	-540	-0.87%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.46%	73K	1.77M	-883	-1.20%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.61%	97.58K	2.37M	-2.9K	-2.89%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.65%	103.31K	2.51M	-1.6K	-1.53%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.65%	103.87K	2.52M	-10.22K	-8.96%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.68%	108.1K	2.62M	34.37K	+46.61%
Sep 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.69%	110.51K	2.68M	-96.34K	-46.58%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.76%	121.8K	2.96M	-426	-0.35%
Sep 30, 2025	UBS GROUP AG	1.04%	166.62K	4.05M	98.31K	+143.93%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.06%	9.04K	219.42K	-113	-1.24%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	9.07K	220.1K	-1.47K	-13.96%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	36.53K	834.23K	9.82K	+36.77%
Jun 30, 2025	BLACKROCK, INC.	9.33%	1.49M	34.09M	-91.74K	-5.79%
Jun 30, 2025	VANGUARD GROUP INC	5.21%	832.93K	19.02M	-3.49K	-0.42%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.84%	773.5K	17.67M	45.69K	+6.28%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.87%	459.29K	10.49M	-8.38K	-1.79%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.25%	359.74K	8.22M	-10.77K	-2.91%
Jun 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	1.29%	206.86K	4.72M	-13.1K	-5.95%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.72%	114.91K	2.62M	-62.44K	-35.21%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.46%	73.88K	1.69M	-386	-0.52%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.46%	73.73K	1.68M	34K	+85.55%
Jun 30, 2025	UBS GROUP AG	0.43%	68.3K	1.56M	43.4K	+174.29%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.39%	62.29K	1.42M	-187	-0.30%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.28%	44.21K	1.01M	16.74K	+60.93%
Jun 30, 2025	PRIVATE WEALTH PARTNERS, LLC	0.23%	36.98K	844.69K	0	0
Jun 30, 2025	INVESCO LTD.	0.18%	28.23K	644.7K	-4.68K	-14.23%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.18%	28.1K	641.71K	2.32K	+9.00%
Jun 30, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.15%	23.26K	531.21K	0	0
Jun 30, 2025	BANK OF MARIN	0.14%	22.39K	511.39K	-3.51K	-13.54%
Jun 30, 2025	CERITY PARTNERS LLC	0.13%	20.71K	473.06K	145	+0.71%
Jun 30, 2025	HOLDCO ASSET MANAGEMENT, LP	2.55%	407.41K	9.31B	407.41K	+100.00%
Jun 30, 2025	FOURTHSTONE LLC	1.73%	276.58K	6.32M	205.97K	+291.70%
Jun 30, 2025	NORTHERN TRUST CORP	0.77%	123.84K	2.83M	-7.02K	-5.37%
Jun 30, 2025	CREATIVE PLANNING	0.33%	53.36K	1.22M	26.82K	+101.07%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.33%	52.43K	1.2M	14.07K	+36.70%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.92%	147.45K	3.37M	15.66K	+11.88%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	4.32%	691.46K	15.79M	-10.08K	-1.44%
Jun 30, 2025	STATE STREET CORP	2.18%	348.92K	7.97M	6.26K	+1.83%
Jun 30, 2025	MORGAN STANLEY	1.71%	273.05K	6.24M	3.45K	+1.28%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.76%	122.23K	2.79M	8.81K	+7.76%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.71%	114.09K	2.61M	11.32K	+11.02%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.25%	39.78K	908.62K	4.46K	+12.61%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.23%	37.02K	845.58K	-19.44K	-34.43%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.21%	34.13K	779.42K	-24.69K	-41.98%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.42%	67.51K	1.54M	-68.65K	-50.42%
Jun 30, 2025		0.16%	26.3K	600.62K	-11.73K	-30.84%
Jun 30, 2025	NUMERAI GP LLC	0.16%	25.73K	587.65K	25.73K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	22.79K	520.56K	1.43K	+6.70%
Jun 30, 2025	NUVEEN, LLC	0.16%	26.3K	600.62K	-11.73K	-30.84%
Jun 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	3.75%	600K	13.7M	-32K	-5.06%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.31%	370.04K	8.45M	4.68K	+1.28%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.6%	255.92K	5.85M	180.34K	+238.62%
Jun 30, 2025	BARCLAYS PLC	0.31%	48.88K	1.12M	8.5K	+21.04%
Jun 30, 2025	RBF CAPITAL, LLC	0.19%	30.09K	687.3K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.19%	29.9K	683.02K	18.7K	+166.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.19%	29.75K	679.51K	9.79K	+49.03%
Jun 30, 2025	XTX TOPCO LTD	0.16%	24.85K	567.46K	7.08K	+39.87%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	23.68K	540.93K	-396	-1.64%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.75%	119.87K	2.74M	-1.86K	-1.52%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.66%	104.91K	2.4M	2.32K	+2.26%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.63%	100.48K	2.29M	-3.43K	-3.30%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.58%	92.85K	2.12M	48.96K	+111.56%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.5%	79.76K	1.82M	27.3K	+52.04%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.37%	59.75K	1.36M	59.75K	+100.00%
Mar 31, 2025	CREATIVE PLANNING	0.17%	26.54K	585.72K	3.67K	+16.07%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.82%	131.79K	2.91M	-66.81K	-33.64%
Mar 31, 2025	ESSEX INVESTMENT MANAGEMENT CO LLC	0.83%	132.94K	2.93M	132.94K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.32%	370.51K	8.18M	12.88K	+3.60%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.93%	467.68K	10.32M	302	+0.06%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.64%	102.77K	2.27M	1.56K	+1.54%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.46%	74.27K	1.64M	-691	-0.92%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.47%	75.58K	1.67M	75.58K	+100.00%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	102.77K	2.27M	-4.72K	-4.39%
Mar 31, 2025	LPL FINANCIAL LLC	0.31%	48.78K	1.08M	-651	-1.32%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.33%	52.46K	1.16M	-500	-0.94%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.71%	113.42K	2.5M	-38.85K	-25.51%
Mar 31, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	1.38%	219.95K	4.85M	-19K	-7.95%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.85%	136.16K	3.01M	-5.74K	-4.05%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	4.39%	701.53K	15.48M	46.02K	+7.02%
Mar 31, 2025	NORTH REEF CAPITAL MANAGEMENT LP	3.96%	632K	13.95M	161.04K	+34.20%
Mar 31, 2025	MORGAN STANLEY	1.69%	269.6K	5.95M	-9.47K	-3.39%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	102.59K	2.26M	1.98K	+1.97%
Mar 31, 2025	BARCLAYS PLC	0.25%	40.39K	891K	-7.94K	-16.42%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	39.74K	876.95K	12.02K	+43.36%
Mar 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.25%	39.48K	871.21K	39.48K	+100.00%
Mar 31, 2025	BANK OF MARIN	0.16%	25.9K	571.52K	14.89K	+135.29%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	35.33K	779.64K	-9.24K	-20.74%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	31.77K	701.05K	-63.15K	-66.53%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.17%	27.47K	606.29K	27.47K	+100.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.17%	26.71K	589.38K	10.45K	+64.28%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.04%	165.76K	3.66M	0	0
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.11%	177.35K	3.91M	0	0
Mar 31, 2025	FOURTHSTONE LLC	0.44%	70.61K	1.56M	19.41K	+37.91%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.37%	58.82K	1.3M	-16.6K	-22.02%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.35%	56.47K	1.25M	-211	-0.37%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	43.89K	968.59K	-2.75K	-5.89%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.16%	25.78K	568.85K	1.98K	+8.33%
Mar 31, 2025	RHUMBLINE ADVISERS	0.15%	24.08K	531.44K	-1.1K	-4.38%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.56%	727.81K	16.06M	-6.33K	-0.86%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.65%	103.91K	2.29M	7.15K	+7.39%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.24%	38.35K	846.45K	38.35K	+100.00%
Mar 31, 2025		0.24%	38.02K	839.15K	38.02K	+100.00%
Mar 31, 2025	RBF CAPITAL, LLC	0.19%	30.09K	664.13K	0	0
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.26%	41.4K	913.63K	18.44K	+80.34%
Mar 31, 2025	PRIVATE WEALTH PARTNERS, LLC	0.23%	36.98K	816.22K	0	0
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.39%	62.48K	1.38M	-35	-0.06%
Mar 31, 2025	NORTHERN TRUST CORP	0.82%	130.87K	2.89M	-10.41K	-7.37%
Mar 31, 2025	VANGUARD GROUP INC	5.24%	836.43K	18.46M	10.25K	+1.24%
Mar 31, 2025	UBS GROUP AG	0.16%	24.9K	549.59K	-7.62K	-23.43%
Mar 31, 2025	INVESCO LTD.	0.21%	32.91K	726.32K	-5.6K	-14.53%
Mar 31, 2025	STATE STREET CORP	2.14%	342.66K	7.56M	-31.72K	-8.47%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.29%	365.36K	8.06M	69.28K	+23.40%
Mar 31, 2025	BLACKROCK, INC.	9.91%	1.58M	34.96M	-47.44K	-2.91%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	121.72K	2.69M	954	+0.79%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.25%	39.37K	660.15K	19.74K	+100.55%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.34%	54.06K	906.65K	6.6K	+13.91%
Mar 31, 2024	INVESCO LTD.	0.39%	62.27K	1.04M	38.47K	+161.65%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.39%	63.22K	1.06M	-789	-1.23%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.4%	64.31K	1.08M	-4.1K	-5.99%
Mar 31, 2024	CITADEL ADVISORS LLC	0.54%	86.97K	1.46M	27.12K	+45.30%
Mar 31, 2024	NORTH REEF CAPITAL MANAGEMENT LP	0.94%	150.5K	2.52M	32.35K	+27.39%
Mar 31, 2024	MORGAN STANLEY	1.19%	190.21K	3.19M	-12.31K	-6.08%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.29%	46.5K	729.5K	3K	+6.90%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.3%	48.75K	816K	48.75K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.43%	228.36K	3.83M	-61.69K	-21.27%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.21%	353.28K	5.93M	4.02K	+1.15%
Mar 31, 2024	STATE STREET CORP	2.26%	361.51K	6.06M	-19.62K	-5.15%
Mar 31, 2024	PROSHARE ADVISORS LLC	2.81%	449.96K	7.55M	79.29K	+21.39%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.02%	163.45K	2.74M	106.01K	+184.57%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	4.58%	733.47K	12.3M	-42.1K	-5.43%
Mar 31, 2024	VANGUARD GROUP INC	4.86%	778.45K	13.05M	-57.58K	-6.89%
Mar 31, 2024	BLACKROCK INC.	8.93%	1.43M	23.97M	-29.78K	-2.04%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.64%	102.57K	1.72M	187	+0.18%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.72%	115.99K	1.95M	4.62K	+4.15%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	116.99K	1.96M	2.12K	+1.84%
Mar 31, 2024	NORTHERN TRUST CORP	0.88%	141.69K	2.38M	1.14K	+0.81%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	15.7K	263.29K	15.7K	+100.00%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	16.27K	273K	16.27K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.11%	18.03K	302.39K	867	+5.05%
Mar 31, 2024	UBS GROUP AG	0.12%	18.92K	317.32K	-9.3K	-32.96%
Mar 31, 2024	CERITY PARTNERS LLC	0.12%	19.91K	333.94K	393	+2.01%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.32%	51.96K	871.4K	31.14K	+149.49%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	52.36K	878K	4.73K	+9.94%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.16%	185.16K	3.11M	32.49K	+21.28%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.9%	304.07K	5.1M	-105.74K	-25.80%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.64%	582.07K	9.76M	-45.28K	-7.22%
Mar 31, 2024	NVERSES CAPITAL, LLC	0.03%	4.5K	75.47M	4.5K	+100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.03%	5.31K	89K	0	0
Mar 31, 2024	US BANCORP \DE\	0.03%	5.5K	92.24K	0	0
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	6.01K	101K	76	+1.28%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	7.76K	130.09K	-67	-0.86%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.05%	7.94K	133K	-1.26K	-13.68%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.3K	139.11K	0	0
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.06%	9.94K	166.73K	-170	-1.68%
Mar 31, 2024	BANK OF MARIN	0.07%	11.01K	184.57K	0	0
Mar 31, 2024	BRIDGE CITY CAPITAL, LLC	0.07%	11.5K	192.81K	1.75K	+17.92%
Mar 31, 2024	SEI INVESTMENTS CO	0.07%	11.58K	194.11M	-5.7K	-33.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.08%	12.02K	201.56K	12.02K	+100.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.27%	682.92K	11.45M	55.81K	+8.90%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.08%	12.9K	216.33K	-9.8K	-43.17%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.08%	13.57K	227.58K	4	+0.03%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.09%	14.04K	235.52K	14.04K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.1%	15.49K	259.81K	2.78K	+21.82%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.13%	20.13K	337.61K	10.76K	+114.90%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.13%	20.53K	344.21K	4.4K	+27.29%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.13%	20.88K	350.17K	-327	-1.54%
Mar 31, 2024	FREESTONE CAPITAL HOLDINGS, LLC	0.15%	23.26K	390.04K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	24.36K	408.42K	639	+2.69%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	0.16%	26K	436.02K	8K	+44.44%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.17%	26.41K	442.93K	26.41K	+100.00%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.17%	26.76K	448.78K	26.76K	+100.00%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.17%	26.94K	451.85K	-1.1K	-3.94%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.17%	27.42K	459.8K	10.32K	+60.32%
Mar 31, 2024	RBF CAPITAL, LLC	0.19%	30.09K	504.64K	0	0
Mar 31, 2024	BARCLAYS PLC	0.19%	30.66K	514K	-9.12K	-22.92%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.21%	33.97K	569.64K	-4.47K	-11.62%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.22%	35.18K	589.95K	10.76K	+44.09%
Mar 31, 2024	PRIVATE WEALTH PARTNERS, LLC	0.23%	36.98K	620.21K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.23%	37.14K	622.8K	14.86K	+66.67%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.24%	38.02K	637.63K	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.12%	19.52K	429.83K	19.52K	+100.00%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.13%	20.6K	453.7K	-97.31K	-82.53%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.13%	20.83K	458.61K	-15.04K	-41.93%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.13%	21.21K	467K	6.16K	+40.95%
Dec 31, 2023	JPMORGAN CHASE & CO	0.14%	22.28K	490.67K	10.93K	+96.34%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.14%	22.7K	499.85K	-6.06K	-21.08%
Dec 31, 2023	FREESTONE CAPITAL HOLDINGS, LLC	0.15%	23.26K	512.14K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.15%	23.72K	522.22K	-492	-2.03%
Dec 31, 2023	INVESCO LTD.	0.15%	23.8K	524.05K	1.12K	+4.92%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.15%	24.42K	537.62K	768	+3.25%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.18%	28.05K	617.62K	0	0
Dec 31, 2023	UBS GROUP AG	0.18%	28.23K	621.52K	12.26K	+76.74%
Dec 31, 2023	RBF CAPITAL, LLC	0.19%	30.09K	662.63K	0	0
Dec 31, 2023	PRIVATE WEALTH PARTNERS, LLC	0.23%	36.98K	814.37K	983	+2.73%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.24%	38.02K	837.25K	9.52K	+33.39%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	38.44K	846.34K	-5.63K	-12.77%
Dec 31, 2023	BARCLAYS PLC	0.25%	39.78K	876K	16.18K	+68.52%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.26%	42.17K	928.63K	42.17K	+100.00%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.27%	43.5K	957.87K	0	0
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.3%	47.46K	1.05M	-8.9K	-15.79%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.3%	47.63K	1.05M	-12.19K	-20.37%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.36%	57.44K	1.26M	-1.42K	-2.42%
Dec 31, 2023	CITADEL ADVISORS LLC	0.37%	59.86K	1.32M	51.4K	+607.92%
Dec 31, 2023	PERIGON WEALTH MANAGEMENT, LLC	0.4%	64.01K	1.41M	1.2K	+1.91%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.43%	68.41K	1.51M	-2.1K	-2.97%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.64%	102.38K	2.25M	24.34K	+31.20%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.7%	111.37K	2.45M	-20.44K	-15.51%
Dec 31, 2023	NORTH REEF CAPITAL MANAGEMENT LP	0.74%	118.14K	2.6M	63.14K	+114.80%
Dec 31, 2023	NORTHERN TRUST CORP	0.88%	140.55K	3.09M	-5.46K	-3.74%
Dec 31, 2023	FOURTHSTONE LLC	0.92%	147.05K	3.24M	13.08K	+9.76%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.95%	152.67K	3.36M	29.61K	+24.06%
Dec 31, 2023	MORGAN STANLEY	1.26%	202.52K	4.46M	10.85K	+5.66%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.81%	290.04K	6.39M	33.05K	+12.86%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.18%	349.26K	7.69M	20.2K	+6.14%
Dec 31, 2023	PROSHARE ADVISORS LLC	2.32%	370.67K	8.16M	-53.63K	-12.64%
Dec 31, 2023	STATE STREET CORP	2.38%	381.12K	8.39M	-33.46K	-8.07%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.56%	409.81K	9.02M	-8.47K	-2.03%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.92%	627.11K	13.81M	46.48K	+8.00%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.92%	627.34K	13.81M	-37.79K	-5.68%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	4.84%	775.57K	17.08M	-11.28K	-1.43%
Dec 31, 2023	VANGUARD GROUP INC	5.22%	836.03K	18.41M	-53K	-5.96%
Dec 31, 2023	BLACKROCK INC.	9.11%	1.46M	32.13M	48.61K	+3.45%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.1%	16.13K	355.07K	16.13K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.1%	16.51K	363.46K	16.51K	+100.00%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.11%	17.1K	376.59K	4.76K	+38.59%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.11%	17.17K	377.97K	1.58K	+10.10%
Dec 31, 2023	SEI INVESTMENTS CO	0.11%	17.28K	380.4K	0	0
Dec 31, 2023	DIAMOND HILL CAPITAL MANAGEMENT INC	0.11%	18K	396.36K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	114.87K	2.53M	-3.04K	-2.58%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.12%	19.63K	432.23K	19.63K	+100.00%

Insiders

Among the BMRC insiders holding of 9.94% of the stake in company, FITE CHARLES D, director, holds the largest shares of 108.9K. MYERS TIMOTHY D, President & CEO, is the second largest BMRC insider with ownership of 41.16K shares. COLOMBO RUSSELL A, director, stands third with possession of 34.86K shares of that stake.

Insiders	Designation	Shares Held
FITE CHARLES D	director	108.9K
MYERS TIMOTHY D	President & CEO	41.16K
COLOMBO RUSSELL A	director	34.86K
HOWARD NORMA J	director	32.87K
MCDEVITT JR WILLIAM H	director	29.72K
REIZMAN ELIZABETH	Executive Vice President	25.75K
KENNEDY KEVIN R	director	22.62K
HELLER H ROBERT	director	16.4K
MURPHY LESLIE E	director	13.41K
STEWART MISAKO	EVP, Chief Credit Officer	12.87K
PELHAM PETER	Executive Vice President	11.99K
GOTELLI ROBERT	Executive Vice President	10.73K
HALE JAMES C III	director	9.87K
WATSON SECIL TABLI	director	3.57K
BARLOW STEVEN I.	director	1.92K
SANGHVI SANJIV SIDDHARTH		1.83K
SITU MIN	Treasurer	840
MERCK DAVID A	Principal Accounting Officer	715
SATHIS ARASADI	Executive Vice President	300

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 01, 2023	MCDEVITT JR WILLIAM H	SALE	19.99	3K	59.98K	29.72K
May 23, 2023	STEWART MISAKO	PURCHASE	18.45	1K	18.46K	12.87K
May 10, 2023	MYERS TIMOTHY D	PURCHASE	14.56	684	9.96K	41.16K
May 08, 2023	SATHIS ARASADI	PURCHASE	14.20	100	1.42K	300
May 05, 2023	WATSON SECIL TABLI	PURCHASE	14.39	1.5K	21.59K	3.57K
May 05, 2023	MERCK DAVID A	PURCHASE	14.40	500	7.2K	715
May 05, 2023	SATHIS ARASADI	PURCHASE	14.30	200	2.86K	200
May 03, 2023	KENNEDY KEVIN R	PURCHASE	15.15	5K	75.75K	22.62K
May 03, 2023	HELLER H ROBERT	PURCHASE	15.18	1K	15.18K	16.4K
May 03, 2023	MCDEVITT JR WILLIAM H	PURCHASE	15.15	3K	45.45K	25.47K
May 02, 2023	FITE CHARLES D	PURCHASE	15.08	3.91K	58.92K	108.9K
Feb 24, 2023	COLOMBO RUSSELL A	SALE	29.85	2.2K	65.68K	34.86K
Jan 26, 2023	BARLOW STEVEN I.	SALE	29.43	900	26.49K	1.92K
Sep 01, 2022	SANGHVI SANJIV SIDDHARTH	PURCHASE	30.93	1.7K	52.58K	1.83K
Feb 01, 2022	COLOMBO RUSSELL A	SALE	37.04	8.96K	331.74K	24.11K
Jan 31, 2022	COLOMBO RUSSELL A	SALE	37.12	7.11K	264.06K	33.07K
Jan 03, 2022	COLOMBO RUSSELL A	SALE	37.43	9K	336.88K	26.63K
Dec 17, 2021	COLOMBO RUSSELL A	SALE	37.00	9K	333K	35.71K
Jun 03, 2021	BARLOW STEVEN I.	PURCHASE	33.71	100	3.37K	1.63K
Apr 22, 2021	HALE JAMES C III	PURCHASE	35.76	5K	178.79K	9.87K
Feb 03, 2021	REIZMAN ELIZABETH	SALE	37.64	1K	37.64K	25.75K
Aug 04, 2020	MURPHY LESLIE E	PURCHASE	31.33	2.6K	81.46K	13.41K
Jun 08, 2020	SITU MIN	SALE	35.98	286	10.29K	840
Mar 03, 2020	MCDEVITT JR WILLIAM H	PURCHASE	38.30	5.2K	199.15K	11.5K
Feb 21, 2020	PELHAM PETER	SALE	43.67	5.06K	220.95K	11.99K
Feb 18, 2020	REIZMAN ELIZABETH	SALE	44.11	858	37.85K	26.75K
Feb 18, 2020	COLOMBO RUSSELL A	SALE	44.05	500	22.02K	30.65K
Feb 13, 2020	COLOMBO RUSSELL A	SALE	44.00	500	22K	31.15K
Feb 12, 2020	PELHAM PETER	SALE	43.97	6.3K	277.01K	11.99K
Feb 11, 2020	COLOMBO RUSSELL A	SALE	44.25	400	17.7K	31.65K
Feb 06, 2020	COLOMBO RUSSELL A	SALE	44.60	500	22.3K	32.15K
Feb 04, 2020	COLOMBO RUSSELL A	SALE	44.60	366	16.32K	32.65K
Feb 04, 2020	PELHAM PETER	SALE	44.86	5.3K	237.77K	11.99K
Jan 30, 2020	COLOMBO RUSSELL A	SALE	44.60	500	22.3K	33.15K
Jan 28, 2020	COLOMBO RUSSELL A	SALE	45.20	500	22.6K	33.65K
Jan 23, 2020	COLOMBO RUSSELL A	SALE	43.85	213	9.34K	34.15K
Jan 21, 2020	COLOMBO RUSSELL A	SALE	44.16	500	22.08K	34.65K
Jan 16, 2020	COLOMBO RUSSELL A	SALE	44.70	500	22.35K	35.15K
Jan 14, 2020	COLOMBO RUSSELL A	SALE	44.00	300	13.2K	35.65K
Jan 09, 2020	COLOMBO RUSSELL A	SALE	44.50	500	22.25K	31.57K
Jan 07, 2020	COLOMBO RUSSELL A	SALE	44.15	500	22.08K	32.07K
Jan 02, 2020	COLOMBO RUSSELL A	SALE	45.15	1	45.15	32.57K
Dec 31, 2019	COLOMBO RUSSELL A	SALE	45.35	228	10.34K	33.07K
Dec 26, 2019	COLOMBO RUSSELL A	SALE	46.37	55	2.55K	33.57K
Dec 24, 2019	COLOMBO RUSSELL A	SALE	46.50	40	1.86K	34.07K
Dec 19, 2019	COLOMBO RUSSELL A	SALE	45.91	500	22.95K	34.57K
Dec 17, 2019	COLOMBO RUSSELL A	SALE	46.07	98	4.51K	35.07K
Dec 12, 2019	COLOMBO RUSSELL A	SALE	45.20	500	22.6K	35.57K
Dec 09, 2019	HELLER H ROBERT	SALE	44.78	876	39.23K	13.25K
Nov 25, 2019	GOTELLI ROBERT	SALE	45.55	1.58K	71.74K	10.73K
Nov 21, 2019	COLOMBO RUSSELL A	SALE	45.10	171	7.71K	36.07K
Nov 19, 2019	COLOMBO RUSSELL A	SALE	45.60	500	22.8K	36.57K
Nov 15, 2019	HOWARD NORMA J	SALE	45.93	1.43K	65.68K	32.87K
Nov 14, 2019	COLOMBO RUSSELL A	SALE	45.23	100	4.52K	37.07K
Nov 14, 2019	GOTELLI ROBERT	SALE	45.25	276	12.49K	12.3K
Nov 13, 2019	GOTELLI ROBERT	SALE	45.40	403	18.3K	12.58K
Nov 12, 2019	COLOMBO RUSSELL A	SALE	45.25	500	22.63K	37.57K
Nov 07, 2019	COLOMBO RUSSELL A	SALE	45.21	200	9.04K	38.07K
Nov 05, 2019	COLOMBO RUSSELL A	SALE	44.70	2	89.4	38.57K
Oct 31, 2019	COLOMBO RUSSELL A	SALE	43.50	500	21.75K	39.07K
Oct 29, 2019	SITU MIN	SALE	43.85	771	33.81K	794
Oct 29, 2019	COLOMBO RUSSELL A	SALE	44.00	100	4.4K	39.57K
Oct 24, 2019	SITU MIN	SALE	44.25	55	2.43K	1.57K
Oct 24, 2019	PELHAM PETER	SALE	43.78	2.9K	126.98K	6.96K

Frequently Asked Questions