Funds holding Bank OZK
375 funds declare a position · 118 ETFs and 257 other funds · 2.3B $· 12.6M SEK · US06417N1037
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,543 | 700.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 202 | Timothy Plan US Small Cap Core ETF Timothy Plan | 14,403 | 661K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 203 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 14,297 | 656.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 204 | LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,712 | 629.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 205 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 13,227 | 615.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 206 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 13,223 | 606.8K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 207 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 13,200 | 614.6K $ | 0.24 % | as of Feb 27, 2026 · Original filing |
| 208 | Victory Extended Market Index Fund Victory Portfolios III | 13,176 | 634.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 209 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 12,821 | 588.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 210 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 12,546 | 575.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 211 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 12,536 | 575.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 212 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 11,776 | 567.1K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 213 | AQR Large Cap Defensive Style Fund AQR Funds | 11,757 | 539.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 214 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 11,305 | 518.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 215 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 11,075 | 508.2K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 216 | Acuitas Small Cap Active ETF Series Portfolios Trust | 10,528 | 483.1K $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 217 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,177 | 467K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 218 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 10,162 | 466.3K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 219 | BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 9,982 | 464.8K $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 220 | The MidCap Value Fund COMMERCE FUNDS | 9,725 | 468.4K $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 221 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 9,680 | 450.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 222 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 9,616 | 447.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 223 | Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST | 9,445 | 454.9K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 224 | Barrons 400 ETF ALPS ETF TRUST | 9,337 | 434.7K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 225 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 9,326 | 449.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 226 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,819 | 404.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 227 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 8,637 | 396.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 228 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 8,611 | 395.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 229 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,573 | 399.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 230 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 8,510 | 390.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 231 | iShares MSCI World Small-Cap ETF iShares Trust | 8,500 | 395.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 232 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 8,248 | 397.2K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 233 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 8,060 | 375.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 234 | Column Small Cap Fund Trust for Professional Managers | 8,054 | 375K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 235 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 8,053 | 387.8K $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 236 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 7,984 | 366.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 237 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,900 | 367.8K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 238 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,632 | 350.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 239 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 7,594 | 348.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 240 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 7,582 | 347.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 241 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,291 | 334.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 242 | First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 7,144 | 332.6K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 243 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 7,073 | 324.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 244 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,920 | 333.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 245 | Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust | 6,468 | 311.5K $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 246 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,418 | 309.1K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 247 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,394 | 293.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 248 | Hartford US Value ETF Lattice Strategies Trust | 6,244 | 300.7K $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 249 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,101 | 280K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 250 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 6,021 | 276.3K $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 251 | GuideMark Large Cap Core Fund GPS Funds I | 5,999 | 275.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 252 | Systematic Core Fund VALIC Co I | 5,569 | 259.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 253 | Longview Advantage ETF RBB Fund Trust | 5,440 | 253.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 254 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,329 | 244.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 255 | Avantis U.S. Equity Fund American Century ETF Trust | 5,320 | 247.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 256 | SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST | 5,226 | 239.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 257 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 5,155 | 236.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 258 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,037 | 242.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 259 | Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 4,904 | 228.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 260 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,900 | 224.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 261 | Energy Resilience Portfolio GLENMEDE FUND INC | 4,863 | 234.2K $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| 262 | Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 4,785 | 230.4K $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 263 | iShares Core Dividend ETF iShares Trust | 4,783 | 230.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 264 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 4,739 | 228.2K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 265 | iShares Dow Jones U.S. ETF iShares Trust | 4,577 | 220.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 266 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,569 | 209.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 267 | NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 4,515 | 207.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 268 | iShares Morningstar Small-Cap ETF iShares Trust | 4,444 | 214K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 269 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,427 | 203.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 270 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,425 | 206K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 271 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 4,375 | 200.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 272 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,906 | 179.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 273 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 3,864 | 179.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 274 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 3,855 | 185.7K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 275 | S&P MidCap Index Fund SHELTON FUNDS | 3,742 | 174.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 276 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,644 | 169.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 277 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 3,622 | 168.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 278 | Gotham 1000 Value ETF Tidal Trust I | 3,604 | 165.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 279 | ProShares Ultra MidCap400 ProShares Trust | 3,531 | 164.4K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 280 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 3,480 | 162K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 281 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 3,476 | 167.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 282 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 3,423 | 157.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 283 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 3,406 | 156.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 284 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,392 | 157.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 285 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,356 | 154K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 286 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 3,322 | 152.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 287 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,200 | 149K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 288 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 3,118 | 150.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 289 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,053 | 140.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 290 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 2,910 | 135.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 291 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,695 | 123.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 292 | Monteagle Opportunity Equity Fund Monteagle Funds | 2,633 | 122.6K $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 293 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,535 | 116.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 294 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,458 | 112.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 295 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,452 | 112.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 296 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,408 | 110.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 297 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 2,342 | 107.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 298 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 2,242 | 102.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 299 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,201 | 106K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 300 | Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 2,103 | 96.5K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
Institutional managers
487 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,936,359 | 501.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 6,625,660 | 304M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,138,146 | 281.7M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 6,126,398 | 281.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,844,037 | 176.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,173,790 | 154.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 3,360,951 | 154.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,036,101 | 139.3M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 2,320,896 | 106.5M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 1,643,325 | 75.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,609,583 | 73.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,372,457 | 63M $ | as of Mar 31, 2026 |
| Giverny Capital Inc. | 1,231,059 | 56.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,153,905 | 53M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,138,158 | 52.2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,029,665 | 47.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 983,115 | 45.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 955,898 | 43.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 935,593 | 42.9M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 929,888 | 42.7M $ | as of Mar 31, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 921,252 | 42.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 918,897 | 42.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 909,588 | 41.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 882,827 | 40.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 774,253 | 35.5M $ | as of Mar 31, 2026 |