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About 34.69% of BSVN shares are held by financial institutions. MANUFACTURERS LIFE INSURANCE COMPANY, THE is the top corporate investor, holding 280.17K shares valued at $11.48M. A 2.96% stake in Bank7 Corp. is owned by the company. CWM, LLC owns 254 shares valued at $10.00K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.96% | 280.17K | 11.48M | -1.71K | -0.61% |
| Dec 31, 2025 | CWM, LLC | 0% | 254 | 10K | -3 | -1.17% |
| Dec 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 308 | 12.62K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0% | 375 | 16K | 174 | +86.57% |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0% | 402 | 16.47K | 0 | 0 |
| Dec 31, 2025 | CITIGROUP INC | 0.01% | 530 | 21.72K | 396 | +295.52% |
| Dec 31, 2025 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.01% | 672 | 27K | 294 | +77.78% |
| Dec 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.3% | 27.94K | 1.14M | -925 | -3.20% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.3% | 28.47K | 1.17B | 6.99K | +32.51% |
| Dec 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.47% | 44.66K | 1.83M | 63 | +0.14% |
| Dec 31, 2025 | STATE STREET CORP | 0.67% | 63.45K | 2.62M | 470 | +0.75% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.08% | 101.94K | 4.18B | 556 | +0.55% |
| Dec 31, 2025 | BANC FUNDS CO LLC | 1.36% | 128.52K | 5.27M | 0 | 0 |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.37% | 129.86K | 5.32M | 5.21K | +4.18% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 1.47% | 138.58K | 5.68M | -2.12K | -1.50% |
| Dec 31, 2025 | VANGUARD GROUP INC | 2.6% | 245.75K | 10.07B | 429 | +0.17% |
| Dec 31, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.01% | 908 | 37.21K | 0 | 0 |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.01% | 959 | 39.3M | 98 | +11.38% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 1K | 40.98M | 0 | 0 |
| Dec 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.01% | 1.23K | 50.49K | 0 | 0 |
| Dec 31, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 0.02% | 1.59K | 64.99K | 0 | 0 |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 1.82K | 74.42M | 4 | +0.22% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.02% | 1.84K | 75.24K | -1.91K | -51.04% |
| Dec 31, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 2.31K | 94.5K | 0 | 0 |
| Dec 31, 2025 | GLOBEFLEX CAPITAL L P | 0.03% | 3.24K | 132.94K | 0 | 0 |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.03% | 3.26K | 133.46M | -734 | -18.39% |
| Dec 31, 2025 | UBS GROUP AG | 0.04% | 4.02K | 164.58M | -5.47K | -57.65% |
| Dec 31, 2025 | DEUTSCHE BANK AG\ | 0.05% | 4.26K | 174.74K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.05% | 4.76K | 195.2K | 1.54K | +47.78% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.06% | 5.2K | 213.22K | -81 | -1.53% |
| Dec 31, 2025 | R SQUARED LTD | 0.06% | 5.23K | 214.37K | -451 | -7.94% |
| Dec 31, 2025 | HRT FINANCIAL LP | 0.06% | 5.33K | 218K | 5.33K | +100.00% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.06% | 5.4K | 221.29K | 950 | +21.35% |
| Dec 31, 2025 | NUVEEN, LLC | 0.07% | 6.19K | 253.83M | 0 | 0 |
| Dec 31, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.07% | 6.82K | 279.4K | -239 | -3.39% |
| Dec 31, 2025 | ARGENT TRUST CO | 0.09% | 8.58K | 351.61K | 0 | 0 |
| Dec 31, 2025 | EMERALD MUTUAL FUND ADVISERS TRUST | 0.11% | 10.44K | 427.63K | 0 | 0 |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.13% | 12.25K | 502.17M | 458 | +3.88% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.13% | 12.36K | 506.68K | 5 | +0.04% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.15% | 14.29K | 585.65M | -6.64K | -31.71% |
| Dec 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 14.32K | 586.67K | 0 | 0 |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.15% | 14.51K | 594.62M | 1.5K | +11.50% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.19% | 17.5K | 717.19K | -10.48K | -37.44% |
| Dec 31, 2025 | BARCLAYS PLC | 0.2% | 18.48K | 757.11M | 853 | +4.84% |
| Dec 31, 2025 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.2% | 18.77K | 769.36K | 0 | 0 |
| Dec 31, 2025 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.2% | 18.95K | 776.41K | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.2% | 19.23K | 787.88M | -1.81K | -8.61% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.23% | 21.53K | 882.42K | 21.53K | +100.00% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.23% | 22K | 901.44M | 12.75K | +137.86% |
| Dec 31, 2025 | ANGEL OAK CAPITAL ADVISORS, LLC | 0.23% | 22K | 901.56K | 0 | 0 |
| Dec 31, 2025 | MORGAN STANLEY | 0.25% | 23.17K | 949.3M | 809 | +3.62% |
| Dec 31, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.25% | 23.26K | 968.38K | -5.39K | -18.82% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.28% | 26.07K | 1.07M | -2.95K | -10.17% |
| Dec 31, 2025 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.76% | 71.59K | 2.93M | 0 | 0 |
| Dec 31, 2025 | MINK BROOK ASSET MANAGEMENT LLC | 4.99% | 472K | 19.34M | 20.04K | +4.43% |
| Dec 31, 2025 | BLACKROCK, INC. | 5.37% | 507.8K | 20.81B | 374 | +0.07% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0% | 249 | 10.19K | 3 | +1.22% |
| Sep 30, 2025 | MINK BROOK ASSET MANAGEMENT LLC | 4.79% | 451.97K | 20.91M | -15.31K | -3.28% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.37% | 34.57K | 1.6M | 5.74K | +19.92% |
| Sep 30, 2025 | ANGEL OAK CAPITAL ADVISORS, LLC | 0.23% | 22K | 1.02M | -5K | -18.52% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.22% | 20.93K | 968.34K | 7.95K | +61.21% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.07% | 6.57K | 304.13K | 49 | +0.75% |
| Sep 30, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 0.02% | 1.59K | 73.38K | -15 | -0.94% |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.01% | 1.23K | 57.01K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 1K | 46.27K | 0 | 0 |
| Sep 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.01% | 908 | 42.01K | 0 | 0 |
| Sep 30, 2025 | TORTOISE INVESTMENT MANAGEMENT, LLC | 0.01% | 800 | 37.02K | 0 | 0 |
| Sep 30, 2025 | FMR LLC | 0.01% | 522 | 24.15K | 79 | +17.83% |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0% | 402 | 18.6K | 0 | 0 |
| Sep 30, 2025 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0% | 378 | 17K | 378 | +100.00% |
| Sep 30, 2025 | QUADRANT CAPITAL GROUP LLC | 0% | 348 | 16.1K | 348 | +100.00% |
| Sep 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 308 | 14.25K | 0 | 0 |
| Sep 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 276 | 12.77K | 167 | +153.21% |
| Sep 30, 2025 | CWM, LLC | 0% | 257 | 12K | 74 | +40.44% |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 246 | 11.4K | 1 | +0.41% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 242 | 11.2K | 242 | +100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0% | 134 | 6.2K | -1.36K | -91.03% |
| Sep 30, 2025 | AMALGAMATED BANK | 0% | 126 | 6K | 0 | 0 |
| Sep 30, 2025 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.2% | 18.77K | 868.67K | 18.77K | +100.00% |
| Sep 30, 2025 | BLACKROCK, INC. | 5.37% | 507.43K | 23.48M | -34.98K | -6.45% |
| Sep 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.99% | 281.88K | 13.04M | -4.54K | -1.59% |
| Sep 30, 2025 | VANGUARD GROUP INC | 2.6% | 245.32K | 11.35M | -3.16K | -1.27% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.07% | 101.38K | 4.69M | -48 | -0.05% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.8% | 75.06K | 3.47M | -4.25K | -5.36% |
| Sep 30, 2025 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.76% | 71.59K | 3.31M | 71.59K | +100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.67% | 62.98K | 2.93M | 384 | +0.61% |
| Sep 30, 2025 | INVESCO LTD. | 0.63% | 59.93K | 2.77M | -7.08K | -10.56% |
| Sep 30, 2025 | STONEGATE MANAGEMENT LLC | 0.57% | 53.82K | 2.5M | 53.82K | +100.00% |
| Sep 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.47% | 44.6K | 2.06M | -8 | -0.02% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0.3% | 27.98K | 1.29M | 5.53K | +24.62% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.12% | 11.8K | 545.8K | 11.8K | +100.00% |
| Sep 30, 2025 | EMERALD MUTUAL FUND ADVISERS TRUST | 0.11% | 10.44K | 482.83K | 10.44K | +100.00% |
| Sep 30, 2025 | TWIN LIONS MANAGEMENT LLC | 3.28% | 309.5K | 14.32M | -40.06K | -11.46% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.31% | 29.03K | 1.34M | 820 | +2.91% |
| Sep 30, 2025 | MORGAN STANLEY | 0.24% | 22.36K | 1.03M | 2.02K | +9.94% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.23% | 21.49K | 994.16K | -759 | -3.41% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.22% | 21.04K | 973.38K | 10.15K | +93.20% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.22% | 20.33K | 940.58K | 4.82K | +31.11% |
| Sep 30, 2025 | BARCLAYS PLC | 0.19% | 17.62K | 815.37K | -1.98K | -10.11% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.14% | 13.01K | 602.11K | 624 | +5.04% |
| Sep 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 14.32K | 662.4K | 0 | 0 |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.13% | 12.36K | 571.85K | -729 | -5.57% |
| Sep 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.07% | 7.06K | 326.53K | 7.06K | +100.00% |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.06% | 5.28K | 244.49K | 5.28K | +100.00% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0.06% | 5.2K | 240.74K | -827 | -13.71% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0.05% | 4.26K | 197.3K | 4.26K | +100.00% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 1.49% | 140.69K | 6.51M | 21.92K | +18.45% |
| Sep 30, 2025 | BANC FUNDS CO LLC | 1.36% | 128.52K | 5.95M | 0 | 0 |
| Sep 30, 2025 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.2% | 18.95K | 876.63K | 1.93K | +11.36% |
| Sep 30, 2025 | GLOBEFLEX CAPITAL L P | 0.03% | 3.24K | 150.1K | 0 | 0 |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.03% | 3.22K | 149.11K | 526 | +19.50% |
| Sep 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 2.31K | 106.7K | 0 | 0 |
| Sep 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 1.97K | 91.06K | -325 | -14.17% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 1.81K | 83.84K | 420 | +30.17% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.32% | 124.64K | 5.77M | 5.86K | +4.93% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.04% | 3.75K | 173.51K | -9.02K | -70.63% |
| Sep 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.31% | 28.86K | 1.33M | 4.45K | +18.21% |
| Sep 30, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.3% | 28.65K | 1.33M | 2.94K | +11.45% |
| Sep 30, 2025 | HSBC HOLDINGS PLC | 0.29% | 27.69K | 1.26M | 685 | +2.54% |
| Sep 30, 2025 | UBS GROUP AG | 0.1% | 9.48K | 438.78K | 2.95K | +45.04% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.1% | 9.25K | 427.91K | 9.25K | +100.00% |
| Sep 30, 2025 | ARGENT TRUST CO | 0.09% | 8.58K | 397K | 0 | 0 |
| Sep 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.09% | 8.5K | 393.3K | 3.6K | +73.47% |
| Sep 30, 2025 | NUVEEN, LLC | 0.07% | 6.19K | 286.6K | 0 | 0 |
| Sep 30, 2025 | R SQUARED LTD | 0.06% | 5.68K | 262.91K | 5.68K | +100.00% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 0.05% | 4.82K | 223.02K | 4.82K | +100.00% |
| Sep 30, 2025 | JACOBS LEVY EQUITY MANAGEMENT, INC | 0.05% | 4.6K | 212.94K | 4.6K | +100.00% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.05% | 4.45K | 205.9K | 4.45K | +100.00% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.04% | 3.99K | 184.65K | -473 | -10.60% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.14% | 12.77K | 534K | 245 | +1.96% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 288 | 12.05M | 0 | 0 |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 0 | - | -45 | -100.00% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0% | 0 | - | -5.87K | -100.00% |
| Jun 30, 2025 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0% | 0 | - | -6K | -100.00% |
| Jun 30, 2025 | MACQUARIE GROUP LTD | 0% | 0 | - | -95 | -100.00% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -6.32K | -100.00% |
| Jun 30, 2025 | EMPOWERED FUNDS, LLC | 0% | 0 | - | -11.66K | -100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 0 | - | -474 | -100.00% |
| Jun 30, 2025 | COREBRIDGE FINANCIAL, INC. | 0% | 0 | - | -1.97K | -100.00% |
| Jun 30, 2025 | AXXCESS WEALTH MANAGEMENT, LLC | 0% | 0 | - | -28.6K | -100.00% |
| Jun 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 2.31K | 96.46K | 0 | 0 |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 1.26% | 118.77K | 4.97M | 63.21K | +113.76% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.84% | 79.31K | 3.32M | 18.92K | +31.33% |
| Jun 30, 2025 | INVESCO LTD. | 0.71% | 67.01K | 2.8M | 67.01K | +100.00% |
| Jun 30, 2025 | STATE STREET CORP | 0.66% | 62.59K | 2.63M | 10.86K | +21.00% |
| Jun 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.47% | 44.61K | 1.87M | -178 | -0.40% |
| Jun 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.31% | 28.83K | 1.21M | 3.38K | +13.27% |
| Jun 30, 2025 | ANGEL OAK CAPITAL ADVISORS, LLC | 0.29% | 27K | 1.13M | 3K | +12.50% |
| Jun 30, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.27% | 25.71K | 1.08M | -5.03K | -16.35% |
| Jun 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.26% | 24.42K | 1.02M | 0 | 0 |
| Jun 30, 2025 | ARGENT TRUST CO | 0.09% | 8.58K | 358.9K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.07% | 6.54K | 273.49K | -4.29K | -39.61% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.07% | 6.52K | 272.9K | 6.52K | +100.00% |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0.06% | 6.03K | 252.23K | 423 | +7.54% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 6.01K | 251.57K | -3.3K | -35.45% |
| Jun 30, 2025 | MINK BROOK ASSET MANAGEMENT LLC | 4.95% | 467.28K | 19.55M | 47.7K | +11.37% |
| Jun 30, 2025 | TWIN LIONS MANAGEMENT LLC | 3.7% | 349.56K | 14.62M | 29.92K | +9.36% |
| Jun 30, 2025 | NUVEEN, LLC | 0.07% | 6.19K | 259.1K | 6.19K | +100.00% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.24% | 22.45K | 939.04K | -15.25K | -40.45% |
| Jun 30, 2025 | INSPIRE INVESTING, LLC | 0.23% | 22.2K | 928.63K | 2.44K | +12.33% |
| Jun 30, 2025 | BARCLAYS PLC | 0.21% | 19.6K | 819K | 5.58K | +39.78% |
| Jun 30, 2025 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.18% | 17.01K | 711.65K | 393 | +2.36% |
| Jun 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 14.32K | 598.84K | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.13% | 12.39K | 518.23K | 2.69K | +27.76% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.12% | 10.89K | 455.49K | -9.52K | -46.66% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 5.11K | 213.88K | -2.14K | -29.49% |
| Jun 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.05% | 4.9K | 204.97K | 4.9K | +100.00% |
| Jun 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.03% | 286.42K | 11.98M | -5.35K | -1.83% |
| Jun 30, 2025 | VANGUARD GROUP INC | 2.63% | 248.48K | 10.39M | 16.58K | +7.15% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.26% | 118.78K | 4.97M | 11.89K | +11.12% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.07% | 101.43K | 4.24M | 2.44K | +2.47% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.3% | 28.21K | 1.18M | 1.41K | +5.24% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.17% | 16.38K | 684.97K | -15.24K | -48.20% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.16% | 15.5K | 648.54K | -2.11K | -11.97% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.14% | 13.09K | 547.47K | 784 | +6.37% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.14% | 12.98K | 543.04K | 3.15K | +31.97% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.05% | 4.46K | 186.72K | 385 | +9.44% |
| Jun 30, 2025 | GLOBEFLEX CAPITAL L P | 0.03% | 3.24K | 135.7K | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.03% | 2.7K | 112.83K | 312 | +13.08% |
| Jun 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 2.29K | 95.92K | -78 | -3.29% |
| Jun 30, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 0.02% | 1.6K | 66.97K | 225 | +16.35% |
| Jun 30, 2025 | CITIGROUP INC | 0.02% | 1.49K | 62.49K | -1.37K | -47.85% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 1.39K | 58.23K | -277 | -16.60% |
| Jun 30, 2025 | HSBC HOLDINGS PLC | 0.29% | 27K | 1.13M | 3.36K | +14.23% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.24% | 22.25K | 930.51K | -7.81K | -25.99% |
| Jun 30, 2025 | BLACKROCK, INC. | 5.74% | 542.41K | 22.69M | 3.63K | +0.67% |
| Jun 30, 2025 | MORGAN STANLEY | 0.22% | 20.34K | 850.61K | 3.67K | +22.02% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.06% | 5.6K | 233K | 98 | +1.78% |
| Jun 30, 2025 | 0.07% | 6.19K | 259.1K | 6.19K | +100.00% | |
| Jun 30, 2025 | TORTOISE INVESTMENT MANAGEMENT, LLC | 0.01% | 800 | 33.46K | 0 | 0 |
| Jun 30, 2025 | FMR LLC | 0% | 443 | 18.53M | -10 | -2.21% |
| Jun 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0% | 402 | 16K | 402 | +100.00% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 245 | 10.25K | 245 | +100.00% |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 109 | 4.56K | 39 | +55.71% |
| Jun 30, 2025 | HARBOR CAPITAL ADVISORS, INC. | 0% | 89 | 4K | 0 | 0 |
| Jun 30, 2025 | COVESTOR LTD | 0% | 56 | 2K | 12 | +27.27% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 39 | 1.63K | 37 | +1,850.00% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 31 | 1.3K | -5 | -13.89% |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 3 | 126 | 1 | +50.00% |
| Jun 30, 2025 | LSV ASSET MANAGEMENT | 0% | 0 | - | -3.7K | -100.00% |
| Jun 30, 2025 | BANC FUNDS CO LLC | 1.36% | 128.52K | 5.38M | -43.32K | -25.21% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -5 | -100.00% |
| Jun 30, 2025 | SG AMERICAS SECURITIES, LLC | 0% | 0 | - | -2.71K | -100.00% |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.1% | 9.84K | 381.09K | 9.84K | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.1% | 9.7K | 375.66K | -1.28K | -11.65% |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.1% | 9.32K | 360.94K | 9.32K | +100.00% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.59% | 55.56K | 2.15M | 15.44K | +38.49% |
| Mar 31, 2025 | STATE STREET CORP | 0.55% | 51.73K | 2.02M | 2.62K | +5.34% |
| Mar 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.48% | 44.79K | 1.73M | 5.85K | +15.02% |
| Mar 31, 2025 | BARCLAYS PLC | 0.15% | 14.03K | 544K | -2.26K | -13.89% |
| Mar 31, 2025 | ARGENT TRUST CO | 0.09% | 8.58K | 332.39K | 0 | 0 |
| Mar 31, 2025 | HRT FINANCIAL LP | 0.07% | 6.32K | 244K | 6.32K | +100.00% |
| Mar 31, 2025 | FIRST TRUST ADVISORS LP | 0.06% | 5.61K | 217.22K | -41 | -0.73% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.06% | 5.5K | 213K | -205 | -3.59% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.04% | 4.08K | 158.01K | -150 | -3.55% |
| Mar 31, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.33% | 30.73K | 1.19M | -4.04K | -11.62% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.32% | 30.06K | 1.16M | 3.15K | +11.69% |
| Mar 31, 2025 | AXXCESS WEALTH MANAGEMENT, LLC | 0.3% | 28.6K | 1.11M | 5.44K | +23.51% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.28% | 26.8K | 1.04M | -891 | -3.22% |
| Mar 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.27% | 25.45K | 985.97K | 5.87K | +29.98% |
| Mar 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.26% | 24.42K | 945K | -812 | -3.22% |
| Mar 31, 2025 | ANGEL OAK CAPITAL ADVISORS, LLC | 0.25% | 24K | 929.76K | -1.5K | -5.88% |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.21% | 20.01K | 775.3K | 11.65K | +139.30% |
| Mar 31, 2025 | INSPIRE INVESTING, LLC | 0.21% | 19.76K | 765.66K | 616 | +3.22% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.19% | 17.61K | 682.29K | -5.76K | -24.65% |
| Mar 31, 2025 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.18% | 16.62K | 643.86K | 16.62K | +100.00% |
| Mar 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 14.32K | 554.6K | -6.1K | -29.89% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.13% | 12.52K | 485.06K | -849 | -6.35% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.13% | 12.3K | 476.66K | 750 | +6.49% |
| Mar 31, 2025 | EMPOWERED FUNDS, LLC | 0.12% | 11.66K | 451.52K | -17.57K | -60.12% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 7.25K | 280.9K | 7.25K | +100.00% |
| Mar 31, 2025 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0.06% | 6K | 232.44K | 0 | 0 |
| Mar 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.06% | 5.87K | 227.36K | 5.87K | +100.00% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.03% | 2.39K | 92.41K | 52 | +2.23% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.13% | 106.9K | 4.14M | 8.61K | +8.76% |
| Mar 31, 2025 | BANC FUNDS CO LLC | 1.82% | 171.84K | 6.66M | -60.2K | -25.94% |
| Mar 31, 2025 | 3.39% | 319.64K | 12.38M | 20.41K | +6.82% | |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.34% | 31.61K | 1.22M | -57.54K | -64.54% |
| Mar 31, 2025 | BLACKROCK, INC. | 5.72% | 538.79K | 20.87M | 270 | +0.05% |
| Mar 31, 2025 | SG AMERICAS SECURITIES, LLC | 0.03% | 2.71K | 105K | 2.71K | +100.00% |
| Mar 31, 2025 | CITIGROUP INC | 0.03% | 2.87K | 110.99K | -396 | -12.14% |
| Mar 31, 2025 | MARSHALL WACE, LLP | 0.4% | 37.7K | 1.46M | 19.11K | +102.78% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.64% | 60.39K | 2.34M | -1.62K | -2.60% |
| Mar 31, 2025 | GLOBEFLEX CAPITAL L P | 0.03% | 3.24K | 125.67K | 0 | 0 |
| Mar 31, 2025 | LSV ASSET MANAGEMENT | 0.04% | 3.7K | 143K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.18% | 16.67K | 645.6K | -2.26K | -11.93% |
| Mar 31, 2025 | UBS GROUP AG | 0.11% | 10.83K | 419.4K | -70 | -0.64% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.22% | 20.41K | 790.8K | 20.41K | +100.00% |
| Mar 31, 2025 | HSBC HOLDINGS PLC | 0.25% | 23.64K | 921.53K | 2.72K | +13.00% |
| Mar 31, 2025 | VANGUARD GROUP INC | 2.46% | 231.9K | 8.98M | -512 | -0.22% |
| Mar 31, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.1% | 291.77K | 11.3M | 859 | +0.30% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.05% | 98.99K | 3.84M | 4.39K | +4.64% |
| Mar 31, 2024 | D.A. DAVIDSON & CO. | 8.66% | 798.33K | 61.21M | -6.54K | -0.81% |
| Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 256.44% | 23.64M | 1.81B | 2.92M | +14.07% |
| Mar 31, 2024 | MORGAN STANLEY | 303.14% | 27.95M | 2.14B | -995.99K | -3.44% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 524.84% | 48.39M | 3.71B | 1.92M | +4.12% |
| Mar 31, 2024 | US BANCORP \DE\ | 9.14% | 843.11K | 64.64M | -27.72K | -3.18% |
| Mar 31, 2024 | EMPOWER ADVISORY GROUP, LLC | 149.11% | 13.75M | 1.05B | 552.5K | +4.19% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 208.51% | 19.23M | 1.47B | -8.47M | -30.59% |
| Mar 31, 2024 | 11.24% | 1.04M | 79.44M | 51.16K | +5.19% | |
| Mar 31, 2024 | NORTHERN TRUST CORP | 113.57% | 10.47M | 802.85M | 1.68M | +19.07% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 80.68% | 7.44M | 570.32M | -746.26K | -9.12% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 65.67% | 6.05M | 464.23M | -416.31K | -6.43% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 63.99% | 5.9M | 452.36M | 268.77K | +4.77% |
| Mar 31, 2024 | TRUEPOINT, INC. | 62.11% | 5.73M | 439.07M | 186K | +3.36% |
| Mar 31, 2024 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 57.32% | 5.29M | 405.22M | -97.26K | -1.81% |
| Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 56.85% | 5.24M | 401.87M | 69.35K | +1.34% |
| Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 47.19% | 4.35M | 333.62M | 184.37K | +4.42% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 41.93% | 3.87M | 296.39M | -46.64K | -1.19% |
| Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 39.94% | 3.68M | 282.31M | 307.88K | +9.12% |
| Mar 31, 2024 | LINCOLN NATIONAL CORP | 35.12% | 3.24M | 248.23M | 184.72K | +6.05% |
| Mar 31, 2024 | UBS GROUP AG | 30.83% | 2.84M | 217.96M | 100.08K | +3.65% |
| Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 29.92% | 2.76M | 209.97M | 269.03K | +10.81% |
| Mar 31, 2024 | TRUE LINK FINANCIAL ADVISORS, LLC | 29.69% | 2.74M | 209.9M | -98.07K | -3.46% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 27.97% | 2.58M | 197.7M | 2.58M | +100.00% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 27.04% | 2.49M | 191.16M | 171.5K | +7.39% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26.1% | 2.41M | 184.53M | -371.31K | -13.37% |
| Mar 31, 2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 25.68% | 2.37M | 181.55M | -123.7K | -4.96% |
| Mar 31, 2024 | CARLSON CAPITAL MANAGEMENT | 19.45% | 1.79M | 137.46M | 190.05K | +11.86% |
| Mar 31, 2024 | MORNINGSTAR INVESTMENT SERVICES LLC | 19.11% | 1.76M | 135.29M | -2.01M | -53.30% |
| Mar 31, 2024 | APELLA CAPITAL, LLC | 17.85% | 1.65M | 125.59M | 254.52K | +18.30% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 16.34% | 1.51M | 115.52M | 689.91K | +84.47% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 16.17% | 1.49M | 114.33M | -3.5K | -0.23% |
| Mar 31, 2024 | BUCKINGHAM STRATEGIC WEALTH, LLC | 15.97% | 1.47M | 112.91M | -3.81K | -0.26% |
| Mar 31, 2024 | SMITHFIELD TRUST CO | 15.5% | 1.43M | 109.6M | 32.34K | +2.32% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 15.23% | 1.4M | 107.64M | -68.62K | -4.66% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 14.89% | 1.37M | 104.95M | -32.19K | -2.29% |
| Mar 31, 2024 | TRUIST FINANCIAL CORP | 13.63% | 1.26M | 96.32M | -63.82K | -4.83% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 13.26% | 1.22M | 93.73M | -16.05K | -1.30% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 11.58% | 1.07M | 81.85M | -1.48M | -58.09% |
| Mar 31, 2024 | JONES FINANCIAL COMPANIES LLLP | 11.31% | 1.04M | 79.98M | -28.1K | -2.62% |
| Mar 31, 2024 | RW INVESTMENT MANAGEMENT LLC | 11.24% | 1.04M | 79.44M | 51.16K | +5.19% |
| Mar 31, 2024 | VALMARK ADVISERS, INC. | 10.86% | 1M | 76.74M | 38.73K | +4.03% |
| Mar 31, 2024 | DIVERSIFIED PORTFOLIOS, INC. | 10.85% | 1M | 76.69M | 63.34K | +6.76% |
| Mar 31, 2024 | DAVENPORT & CO LLC | 10.37% | 956.37K | 73.32M | 55.11K | +6.12% |
| Mar 31, 2024 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 9.36% | 863.31K | 66.19M | -38.74K | -4.29% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 9.16% | 844.99K | 64.79M | 14.46K | +1.74% |
| Mar 31, 2024 | EFFICIENT ADVISORS, LLC | 9.1% | 838.66K | 64.3M | 27.79K | +3.43% |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 8.83% | 814.49K | 62.45M | 1.75K | +0.22% |
| Mar 31, 2024 | FREESTONE CAPITAL HOLDINGS, LLC | 8.66% | 798.29K | 61.21M | 4.03K | +0.51% |
| Mar 31, 2024 | PEAPACK GLADSTONE FINANCIAL CORP | 8.61% | 794.27K | 60.9M | 32.31K | +4.24% |
| Mar 31, 2024 | INTEGRIS WEALTH MANAGEMENT, LLC | 8.36% | 771.25K | 59.13M | 36.11K | +4.91% |
| Mar 31, 2024 | RS CRUM INC. | 8.21% | 757.21K | 58.06M | 11.33K | +1.52% |
| Mar 31, 2024 | LEVY WEALTH MANAGEMENT GROUP, LLC | 7.78% | 716.96K | 55.22M | 0 | 0 |
| Mar 31, 2024 | PRAIRIEVIEW PARTNERS, LLC | 7.75% | 714.4K | 54.77M | 37.89K | +5.60% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 7.42% | 683.8K | 52.43M | 38.78K | +6.01% |
| Mar 31, 2024 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | 7.38% | 679.99K | 52.14M | 38.07K | +5.93% |
| Mar 31, 2024 | TD CAPITAL MANAGEMENT LLC | 7.35% | 677.44K | 51.94M | 33.44K | +5.19% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 7.01% | 646.73K | 49.58M | -61.31K | -8.66% |
| Mar 31, 2024 | GEMMER ASSET MANAGEMENT LLC | 7% | 644.97K | 49.45M | 43.99K | +7.32% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 6.79% | 626.49K | 48.03M | 33.91K | +5.72% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 143.11% | 13.19M | 1.01B | -1.81M | -12.04% |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 124.99% | 11.52M | 883.59M | 448.37K | +4.05% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 25.35% | 2.32M | 178.82M | -18.13K | -0.77% |
| Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 27.18% | 2.49M | 191.74M | 18.9K | +0.76% |
| Dec 31, 2023 | METLIFE INVESTMENT MANAGEMENT, LLC | 27.21% | 2.49M | 191.91M | -33.3K | -1.32% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 27.81% | 2.55M | 196.23M | -2.51M | -49.59% |
| Dec 31, 2023 | UBS GROUP AG | 29.95% | 2.74M | 211.24M | -1.12M | -28.92% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30.34% | 2.78M | 213.97M | -265.03K | -8.71% |
| Dec 31, 2023 | TRUE LINK FINANCIAL ADVISORS, LLC | 30.97% | 2.84M | 218.42M | 174.79K | +6.57% |
| Dec 31, 2023 | LINCOLN NATIONAL CORP | 33.34% | 3.05M | 235.14M | 22.67K | +0.75% |
| Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 36.85% | 3.37M | 259.89M | 331.38K | +10.89% |
| Dec 31, 2023 | MORNINGSTAR INVESTMENT SERVICES LLC | 41.19% | 3.77M | 290.37M | 1.86M | +97.71% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 42.72% | 3.91M | 301.34M | -133.04K | -3.29% |
| Dec 31, 2023 | 45.5% | 4.17M | 320.95M | -366.47K | -8.08% | |
| Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 56.48% | 5.17M | 398.36M | -98.32K | -1.87% |
| Dec 31, 2023 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 58.77% | 5.38M | 414.56M | -4.48M | -45.41% |
| Dec 31, 2023 | TRUEPOINT, INC. | 60.5% | 5.54M | 426.74M | 120.9K | +2.23% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 61.49% | 5.63M | 433.72M | 159.46K | +2.91% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 70.66% | 6.47M | 498.41M | -754.21K | -10.44% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 89.37% | 8.18M | 630.4M | -1.75M | -17.64% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 96.03% | 8.79M | 677.34M | 3.23M | +58.07% |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 120.95% | 11.08M | 853.09M | 296.18K | +2.75% |
| Dec 31, 2023 | EMPOWER ADVISORY GROUP, LLC | 144.09% | 13.2M | 1.02B | -2.26M | -14.62% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 163.81% | 15M | 1.16B | -2.08M | -12.16% |
| Dec 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 226.32% | 20.73M | 1.6B | 1.93M | +10.24% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 302.43% | 27.7M | 2.13B | 13.48M | +94.79% |
| Dec 31, 2023 | MORGAN STANLEY | 316.07% | 28.95M | 2.23B | -858.86K | -2.88% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 507.47% | 46.47M | 3.58B | -5.16M | -9.99% |
| Dec 31, 2023 | CERITY PARTNERS LLC | 8.26% | 756.42K | 24M | 567.87K | +301.18% |
| Dec 31, 2023 | PEAPACK GLADSTONE FINANCIAL CORP | 8.32% | 761.96K | 58.69M | 77.31K | +11.29% |
| Dec 31, 2023 | FREESTONE CAPITAL HOLDINGS, LLC | 8.67% | 794.26K | 61.17M | -11.32K | -1.41% |
| Dec 31, 2023 | D.A. DAVIDSON & CO. | 8.79% | 804.87K | 61.99M | 846 | +0.11% |
| Dec 31, 2023 | EFFICIENT ADVISORS, LLC | 8.85% | 810.87K | 62.45M | -61.95K | -7.10% |
| Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 8.87% | 812.74K | 62.6M | 57.59K | +7.63% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 8.92% | 816.8K | 62.91M | -569.63K | -41.09% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 16.32% | 1.49M | 115.12M | -27.46K | -1.80% |
| Dec 31, 2023 | BUCKINGHAM STRATEGIC WEALTH, LLC | 16.12% | 1.48M | 113.72M | -85.93K | -5.50% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 16.08% | 1.47M | 113.42M | 95.68K | +6.95% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 15.34% | 1.41M | 107.87M | 35.45K | +2.59% |
| Dec 31, 2023 | SMITHFIELD TRUST CO | 15.25% | 1.4M | 107.57M | -46.62K | -3.23% |
| Dec 31, 2023 | RS CRUM INC. | 8.14% | 745.88K | 57.45M | 153K | +25.81% |
| Dec 31, 2023 | APELLA CAPITAL, LLC | 15.19% | 1.39M | 106.78M | 233.68K | +20.19% |
| Dec 31, 2023 | TRUIST FINANCIAL CORP | 14.42% | 1.32M | 101.68M | -30.74K | -2.28% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 13.52% | 1.24M | 95.39M | -31.43K | -2.48% |
| Dec 31, 2023 | JONES FINANCIAL COMPANIES LLLP | 11.7% | 1.07M | 82.51M | -41.52K | -3.73% |
| Dec 31, 2023 | WILLOW CREEK WEALTH MANAGEMENT INC. | 11.23% | 1.03M | 79.21M | 5.64K | +0.55% |
| Dec 31, 2023 | VALMARK ADVISERS, INC. | 10.51% | 962.2K | 74.11M | 13.61K | +1.44% |
| Dec 31, 2023 | DIVERSIFIED PORTFOLIOS, INC. | 10.23% | 936.86K | 72.16M | 30.2K | +3.33% |
| Dec 31, 2023 | CARLSON CAPITAL MANAGEMENT | 17.5% | 1.6M | 123.45M | 170.98K | +11.94% |
| Dec 31, 2023 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 9.85% | 902.05K | 69.48M | 620.17K | +220.02% |
| Dec 31, 2023 | DAVENPORT & CO LLC | 9.84% | 901.25K | 69.41M | 4K | +0.45% |
| Dec 31, 2023 | US BANCORP \DE\ | 9.51% | 870.83K | 67.07M | -66.24K | -7.07% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 9.07% | 830.53K | 63.97M | 30.03K | +3.75% |
Among the BSVN insiders holding of 55.57% of the stake in company, HAINES WILLIAM B., Chairman, holds the largest shares of 1.78M. WILLIAM BRADFORD HAINES FINANCIAL SERVICES TRUST, 10 percent owner, is the second largest BSVN insider with ownership of 1.78M shares. LISA K. HAINES FINANCIAL SERVICES TRUST, 10 percent owner, stands third with possession of 1.6M shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| HAINES WILLIAM B. | Chairman | 1.78M |
| WILLIAM BRADFORD HAINES FINANCIAL SERVICES TRUST | 10 percent owner | 1.78M |
| LISA K. HAINES FINANCIAL SERVICES TRUST | 10 percent owner | 1.6M |
| THUMMEL JULEE S | 10 percent owner | 1.6M |
| JULEE S. LAWRENCE FINANCIAL SERVICES TRUST | 10 percent owner | 1.6M |
| TRAVIS THOMAS L | President & CEO | 286.29K |
| ESTES JASON E | Exec. Vice President; CCO | 75.96K |
| LEVINSON ANDREW J | Regional President - Tulsa | 45.55K |
| PHILLIPS JOHN T | Sr. EVP; COO; and Secretary | 24.6K |
| HAINES DOUGLAS A | Reg. Pres. of West. OK & KS | 18.54K |
| LITCHFIELD HENRY | VP; General Counsel | 13.38K |
| HARRIS KELLY J | EVP; CFO | 12.76K |
| WILSON LONNY D | director | 5K |
| SANNER J. MICHAEL | director | 4K |
| HAINES LISA K. | EVP; Chief Marketing Officer | 3.88K |
| GRAY EDWARD PATRICK | director | 2.5K |
| WHITCOMB GARY D | director | 1.5K |
| BUERGLER WILLIAM M | director | 1K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Feb 04, 2026 | HARRIS KELLY J | SALE | 45.75 | 4.5K | 205.87K | 12.76K |
| Sep 03, 2025 | HARRIS KELLY J | SALE | 48.38 | 3.31K | 160.24K | 17.58K |
| Sep 02, 2025 | HARRIS KELLY J | SALE | 49.28 | 1.69K | 83.18K | 20.9K |
| Aug 26, 2025 | TRAVIS THOMAS L | SALE | 49.36 | 13.08K | 645.78K | 286.29K |
| Jul 24, 2025 | ESTES JASON E | SALE | 48.00 | 292 | 14.02K | 75.96K |
| Jul 23, 2025 | ESTES JASON E | SALE | 48.50 | 634 | 30.75K | 77.84K |
| Jul 22, 2025 | ESTES JASON E | SALE | 49.05 | 818 | 40.12K | 78.47K |
| Mar 05, 2025 | HAINES DOUGLAS A | PURCHASE | 39.91 | 1.43K | 57.19K | 18.54K |
| Feb 25, 2025 | LITCHFIELD HENRY | SALE | 41.54 | 5K | 207.68K | 13.38K |
| Nov 08, 2024 | TRAVIS THOMAS L | SALE | 44.03 | 7.5K | 330.26K | 288.27K |
| Nov 07, 2024 | TRAVIS THOMAS L | SALE | 45.38 | 8.31K | 376.87K | 288.27K |
| Jul 19, 2024 | PHILLIPS JOHN T | SALE | 36.52 | 1.26K | 45.91K | 24.6K |
| Jul 18, 2024 | ESTES JASON E | SALE | 36.00 | 2.95K | 106.27K | 72.82K |
| Jul 18, 2024 | LEVINSON ANDREW J | SALE | 36.00 | 315 | 11.34K | 45.55K |
| Jul 18, 2024 | HAINES LISA K. | SALE | 36.29 | 8.06K | 292.57K | 3.88K |
| Jul 18, 2024 | PHILLIPS JOHN T | SALE | 36.53 | 11.94K | 436.3K | 17.8K |
| Jul 17, 2024 | LEVINSON ANDREW J | SALE | 36.01 | 1.29K | 46.42K | 41.66K |
| Jul 17, 2024 | ESTES JASON E | SALE | 36.06 | 5.58K | 201.36K | 71.32K |
| Jul 16, 2024 | ESTES JASON E | SALE | 37.18 | 4.96K | 184.54K | 71.32K |
| Jul 16, 2024 | LEVINSON ANDREW J | SALE | 37.02 | 742 | 27.47K | 41.66K |
| Jul 16, 2024 | LITCHFIELD HENRY | SALE | 37.22 | 1.25K | 46.52K | 12.3K |
| May 21, 2024 | LITCHFIELD HENRY | SALE | 30.00 | 451 | 13.53K | 12.3K |
| May 20, 2024 | LITCHFIELD HENRY | SALE | 30.03 | 2.26K | 67.85K | 12.3K |
| May 17, 2024 | LITCHFIELD HENRY | SALE | 30.18 | 2.29K | 69.12K | 12.3K |
| Apr 25, 2024 | GRAY EDWARD PATRICK | PURCHASE | 27.25 | 1K | 27.25K | 2.5K |
| Apr 19, 2024 | TRAVIS THOMAS L | SALE | 27.00 | 7.5K | 202.5K | 288.27K |
| Feb 26, 2024 | TRAVIS THOMAS L | SALE | 27.11 | 20K | 542.15K | 295.77K |
| Dec 11, 2023 | ESTES JASON E | SALE | 24.80 | 487 | 12.08K | 65.72K |
| Dec 07, 2023 | ESTES JASON E | SALE | 24.62 | 2.46K | 60.51K | 66.26K |
| Nov 27, 2023 | TRAVIS THOMAS L | SALE | 23.67 | 7.5K | 177.56K | 304.21K |
| Aug 03, 2023 | TRAVIS THOMAS L | SALE | 27.07 | 13K | 351.87K | 319.58K |
| May 15, 2023 | TRAVIS THOMAS L | SALE | 23.00 | 4.22K | 97.06K | 332.58K |
| May 12, 2023 | TRAVIS THOMAS L | SALE | 23.00 | 1.41K | 32.38K | 336.8K |
| May 11, 2023 | TRAVIS THOMAS L | SALE | 23.00 | 351 | 8.07K | 338.21K |
| May 10, 2023 | TRAVIS THOMAS L | SALE | 23.12 | 2.02K | 46.73K | 338.56K |
| Mar 13, 2023 | HAINES LISA K. | PURCHASE | 23.36 | 1K | 23.36K | 2.34K |
| Jan 31, 2023 | TRAVIS THOMAS L | SALE | 27.06 | 6.5K | 175.88K | 320.28K |
| Nov 22, 2022 | GRAY EDWARD PATRICK | PURCHASE | 26.49 | 500 | 13.25K | 1.5K |
| Sep 12, 2022 | TRAVIS THOMAS L | SALE | 24.50 | 7K | 171.51K | 338.5K |
| May 26, 2022 | PHILLIPS JOHN T | SALE | 25.00 | 2.15K | 53.78K | 211.23K |
| May 24, 2022 | GRAY EDWARD PATRICK | PURCHASE | 24.03 | 1K | 24.03K | 1K |
| May 03, 2022 | TRAVIS THOMAS L | SALE | 23.85 | 19.11K | 455.8K | 345.51K |
| Mar 11, 2022 | PHILLIPS JOHN T | SALE | 25.00 | 3.62K | 90.53K | 224.38K |
| Mar 09, 2022 | TRAVIS THOMAS L | SALE | 23.45 | 2.46K | 57.73K | 365.5K |
| Dec 27, 2021 | HAINES WILLIAM B. | SALE | 20.90 | 117.81K | 2.46M | 1.78M |
| Dec 27, 2021 | WILLIAM BRADFORD HAINES FINANCIAL SERVICES TRUST | SALE | 20.90 | 117.81K | 2.46M | 1.78M |
| Dec 14, 2021 | WILLIAM BRADFORD HAINES FINANCIAL SERVICES TRUST | SALE | 22.00 | 1M | 22M | 1.9M |
| Dec 14, 2021 | HAINES WILLIAM B. | SALE | 22.00 | 1M | 22M | 1.9M |
| Nov 18, 2021 | ESTES JASON E | SALE | 25.29 | 580 | 14.67K | 55.7K |
| Nov 17, 2021 | ESTES JASON E | SALE | 25.53 | 4.27K | 108.98K | 56.28K |
| Nov 12, 2021 | SANNER J. MICHAEL | PURCHASE | 26.00 | 299 | 7.77K | 4K |
| Oct 29, 2021 | SANNER J. MICHAEL | SALE | 24.81 | 17 | 421.77 | 0 |
| Oct 27, 2021 | TRAVIS THOMAS L | SALE | 24.92 | 4.99K | 124.26K | 354K |
| Oct 26, 2021 | TRAVIS THOMAS L | SALE | 24.84 | 11.11K | 275.83K | 358.99K |
| Jan 07, 2021 | HAINES LISA K. | PURCHASE | 14.27 | 10 | 145.68 | 1.34K |
| Oct 14, 2020 | HAINES LISA K. | PURCHASE | 10.45 | 13 | 131.22 | 1.33K |
| Jul 09, 2020 | HAINES LISA K. | PURCHASE | 10.63 | 12 | 130.01 | 1.31K |
| May 05, 2020 | SANNER J. MICHAEL | PURCHASE | 10.68 | 500 | 5.34K | 3.5K |
| May 05, 2020 | HAINES LISA K. | PURCHASE | 10.75 | 1.3K | 13.98K | 1.3K |
| Mar 13, 2020 | WHITCOMB GARY D | PURCHASE | 9.25 | 500 | 4.63K | 1.5K |
| Mar 13, 2020 | SANNER J. MICHAEL | PURCHASE | 9.29 | 1K | 9.29K | 3K |
| Mar 13, 2020 | HAINES DOUGLAS A | PURCHASE | 9.21 | 135 | 1.24K | 2.14K |
| Mar 10, 2020 | SANNER J. MICHAEL | PURCHASE | 10.65 | 1K | 10.65K | 2K |
| Mar 10, 2020 | PHILLIPS JOHN T | PURCHASE | 11.00 | 2K | 22K | 228K |
| Mar 09, 2020 | LEVINSON ANDREW J | PURCHASE | 10.71 | 697 | 7.47K | 5.2K |
| Mar 04, 2020 | LEVINSON ANDREW J | PURCHASE | 15.55 | 500 | 7.78K | 4.51K |
| Nov 07, 2019 | SANNER J. MICHAEL | PURCHASE | 18.67 | 1K | 18.67K | 1K |
| May 03, 2019 | SANNER J. MICHAEL | PURCHASE | 17.58 | 1K | 17.58K | 1K |
| Mar 13, 2019 | BUERGLER WILLIAM M | PURCHASE | 15.74 | 1K | 15.74K | 1K |
| Feb 11, 2019 | PHILLIPS JOHN T | PURCHASE | 16.36 | 499 | 8.16K | 5.5K |
| Oct 17, 2018 | HAINES LISA K. | SALE | 17.77 | 92.6K | 1.65M | 1.6M |
| Oct 17, 2018 | THUMMEL JULEE S | SALE | 17.77 | 92.6K | 1.65M | 1.6M |
| Oct 17, 2018 | JULEE S. LAWRENCE FINANCIAL SERVICES TRUST | SALE | 17.77 | 92.6K | 1.65M | 1.6M |
| Oct 17, 2018 | LISA K. HAINES FINANCIAL SERVICES TRUST | SALE | 17.77 | 92.6K | 1.65M | 1.6M |
| Oct 17, 2018 | HAINES WILLIAM B. | SALE | 17.77 | 187.14K | 3.33M | 3.22M |
| Oct 17, 2018 | PHILLIPS JOHN T | SALE | 17.77 | 92.6K | 1.65M | 1.6M |
| Oct 17, 2018 | WILLIAM BRADFORD HAINES FINANCIAL SERVICES TRUST | SALE | 17.77 | 187.14K | 3.33M | 3.22M |
| Sep 24, 2018 | WILSON LONNY D | PURCHASE | 19.00 | 5K | 95K | 5K |
| Sep 24, 2018 | PHILLIPS JOHN T | SALE | 17.77 | 124.35K | 2.21M | 3.38M |
| Sep 24, 2018 | HARRIS KELLY J | PURCHASE | 19.00 | 5K | 95K | 7.5K |
| Sep 24, 2018 | TRAVIS THOMAS L | PURCHASE | 19.00 | 25K | 475K | 125K |
| Sep 24, 2018 | WHITCOMB GARY D | PURCHASE | 19.00 | 500 | 9.5K | 500 |
| Sep 24, 2018 | HAINES LISA K. | SALE | 19.00 | 124.35K | 2.36M | 1.69M |
| Sep 24, 2018 | ESTES JASON E | PURCHASE | 19.00 | 1K | 19K | 11K |
| Sep 24, 2018 | LISA K. HAINES FINANCIAL SERVICES TRUST | SALE | 17.77 | 124.35K | 2.21M | 1.69M |
| Sep 24, 2018 | JULEE S. LAWRENCE FINANCIAL SERVICES TRUST | SALE | 17.77 | 124.35K | 2.21M | 1.69M |
| Sep 24, 2018 | HAINES WILLIAM B. | SALE | 17.77 | 251.3K | 4.47M | 3.41M |
| Sep 24, 2018 | HAINES DOUGLAS A | PURCHASE | 19.00 | 1K | 19K | 1K |
| Sep 24, 2018 | THUMMEL JULEE S | SALE | 17.77 | 124.35K | 2.21M | 1.69M |
| Sep 24, 2018 | WILLIAM BRADFORD HAINES FINANCIAL SERVICES TRUST | SALE | 17.77 | 251.3K | 4.47M | 3.41M |