BOKF · Bok Financial Corp · Shareholders & Ownership

$128.61 -0.48 (-0.37%) At close · Oct 23

Russell 1000 member Rebalance outlook locked

Market Cap

$7.82B

60.77M

Volume · Oct 23 246.29K Avg daily vol (3M) 248.27K

Every disclosed holder of BOKF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BOKF

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	305	22,785,567	37.50%	Yes
Insiders (Forms 3, 4, 5)	31	38,645,971	63.60%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	664,671	-1.09%	Negative
Registered funds (N-PORT, not summed)	259	8,704,098	14.32%	No

Shares outstanding: 60,766,867, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BOKF

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	KAISER GEORGE B Insider CIK 1163432 · Dec 31, 2024 Director, 10% Owner, issuer-wide	37,985,999	62.51%	-875	Dec 31, 2024	Director, 10% Owner, issuer-wide
2	George Kaiser Family Foundation 13F CIK 1265376 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,361,707	5.53%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,726,300	4.49%	+17,775	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	450,624	0.74%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	350,455	0.58%	-530	Jul 31, 2026	Dimensional ETF Trust, not summed
3.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	344,652	0.57%	+4,800	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	260,483	0.43%	+3,862	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	235,219	0.39%	+462	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,627,416	2.68%	-22,467	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	513,593	0.85%	0	Jun 30, 2026	Ariel Investment Trust, not summed
4.2	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	156,226	0.26%	0	Jun 30, 2026	Ariel Investment Trust, not summed
4.3	Ariel Focus Fund Fund S000005026 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	34,542	0.06%	0	Jun 30, 2026	Ariel Investment Trust, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,353,708	2.23%	-64,482	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	218,109	0.36%	-18,800	Jul 31, 2026	Fidelity Securities Fund, not summed
5.2	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	190,800	0.31%	-36,100	May 31, 2026	Fidelity Puritan Trust, not summed
5.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	185,950	0.31%	-25,200	May 31, 2026	Fidelity Rutland Square Trust II, not summed
5.4	Select Banking Portfolio Fund S000007475 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	122,100	0.20%	-6,000	May 31, 2026	Fidelity Select Portfolios, not summed
5.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	108,836	0.18%	-5,668	May 31, 2026	Fidelity Concord Street Trust, not summed
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,132,893	1.86%	+16,000	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	81,067	0.13%	+9,778	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	42,194	0.07%	-710	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	33,127	0.05%	-10,749	Jul 31, 2026	iShares Trust, not summed
6.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	31,185	0.05%	+816	Jun 30, 2026	iShares Trust, not summed
6.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	28,985	0.05%	+2,209	Jun 30, 2026	iShares Trust, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	988,598	1.63%	+41	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	940,022	1.55%	-29,392	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	455,228	0.75%	+25,579	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	104,892	0.17%	+3,257	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,708	0.01%	-2,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	428	0.00%	-655	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	106	0.00%	-31	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	864,458	1.42%	+9,066	Jun 30, 2026	carried, not yet filed for the newest quarter
10	ELEVATION POINT WEALTH PARTNERS, LLC 13F CIK 1744349 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,026	1.27%	+770,026	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Vestmark Advisory Solutions, Inc. 13F CIK 1736982 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,021	1.27%	+770,021	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	579,061	0.95%	+2,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,394	0.92%	+286,014	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	86,200	0.14%	+2,850	Jun 30, 2026	Victory Portfolios, not summed
13.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	71,819	0.12%	+15,676	Jun 30, 2026	Victory Portfolios II, not summed
13.3	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	27,443	0.05%	—	Jun 30, 2026	Victory Portfolios, not summed
13.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	14,124	0.02%	+1,124	Jul 31, 2026	Victory Portfolios III, not summed
13.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	2,560	0.00%	+37	Jul 31, 2026	Victory Portfolios III, not summed
14	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	501,695	0.83%	-67,297	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	467,625	0.77%	+64,284	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,528	0.71%	+43,225	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,198	0.03%	0	Jun 30, 2026	AQR Funds, not summed
16.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,651	0.02%	0	Jun 30, 2026	AQR Funds, not summed
16.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,818	0.01%	+6,471	Jun 30, 2026	AQR Funds, not summed
16.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,994	0.01%	0	Jun 30, 2026	AQR Funds, not summed
16.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,728	0.00%	0	Jun 30, 2026	AQR Funds, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	417,669	0.69%	-2,284	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	277,985	0.46%	+62,399	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,635	0.00%	-139	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
18.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	765	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust II, not summed
18.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	318	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	264,813	0.44%	-2,530	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	253,759	0.42%	+10,432	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	41	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	244,470	0.40%	-1,223	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	243,888	0.40%	+7,382	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	CIBC WORLD MARKET INC. 13F CIK 1421224 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	230,700	0.38%	-193,000	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,971	0.35%	-9,007	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	62,698	0.10%	-8,823	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	57,291	0.09%	-2,616	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	23,014	0.04%	-138	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,771	0.03%	+126	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	12,920	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	197,479	0.33%	-32,667	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	142,992	0.24%	-23,508	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
26	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	194,747	0.32%	-468	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	184,091	0.30%	-9,298	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,588	0.28%	+149,692	Jun 30, 2026	carried, not yet filed for the newest quarter
29	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	167,559	0.28%	+29,539	Jun 30, 2026	carried, not yet filed for the newest quarter
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	160,610	0.26%	-256,523	Jun 30, 2026	carried, not yet filed for the newest quarter
31	KYMES STACY Insider CIK 1286737 · Jul 23, 2026 President & CEO, issuer-wide	153,506	0.25%	-3,128	Jul 23, 2026	President & CEO, issuer-wide
32	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13F CIK 315297 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	148,350	0.24%	+20,800	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	145,252	0.24%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	144,070	0.24%	-19,234	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,094	0.01%	-513	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	143,782	0.24%	+866	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,792	0.01%	-263	Jul 31, 2026	FlexShares Trust, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	130,848	0.22%	+2,489	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BOKF, NA 13F CIK 9634 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	129,350	0.21%	+2,333	Jun 30, 2026	carried, not yet filed for the newest quarter
38	AVENIR CORP 13F CIK 1033475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	124,017	0.20%	-940	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	121,958	0.20%	+40,045	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	120,354	0.20%	+1,335	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	119,192	0.20%	-20,718	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,442	0.18%	+99,802	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	97,017	0.16%	+48,918	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,956	0.15%	-242,493	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	48,768	0.08%	-1,011	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	22,250	0.04%	+8,074	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44.3	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	19,957	0.03%	-4,470	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
44.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,666	0.01%	-74	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44.5	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	3,666	0.01%	+771	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
45	Grauer Scott Insider CIK 1326598 · Jul 29, 2026 EVP, Wealth Management, issuer-wide	80,653	0.13%	+1	Jul 29, 2026	EVP, Wealth Management, issuer-wide
46	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,077	0.13%	+80,077	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,409	0.13%	+32,770	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	75,664	0.12%	+1,473	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	75,501	0.12%	-3,877	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	11,236	0.02%	+4,286	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
50	Edgestream Partners, L.P. 13F CIK 1535061 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	75,357	0.12%	+26,571	Jun 30, 2026	carried, not yet filed for the newest quarter

75 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 875357 CUSIP 05561Q201 13F (30d) 43 filings 43 filers Visit website Investor relations