National Commercial Banks
| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3.98M | $137.0M | 0.15% | +276.1K | 2026-06-30 |
| JPMORGAN CHASE & CO | 1.91M | $65.0M | 0.07% | -438.0K | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 1.81M | -- | 0.07% | -- | 2026-06-30 |
| Equitable Holdings, Inc. | 1.38M | $47.0M | 0.05% | +98.9K | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 599.6K | $20.0M | 0.02% | +4.9K | 2026-06-30 |
| LPL Financial LLC | 530.5K | $18.0M | 0.02% | +21.3K | 2026-06-30 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 364.7K | $12.0M | 0.01% | -3.2K | 2026-06-30 |
| NICOLET BANKSHARES INC | 322.4K | $11.0M | 0.01% | -8.0K | 2026-06-30 |
| Waverly Advisors, LLC | 319.6K | $11.0M | 0.01% | -34.2K | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 311.8K | $10.0M | 0.01% | -30.4K | 2026-06-30 |
