Titelia

Fund shareholders of BOK Financial Corp

ISIN US05561Q2012 · United States · LEI GRI2NT5QHYW751NMR949

Fund shareholders
263
Of which ETFs
80 183 other funds
Value held
1.2B $ 7.9M SEK
Share of capital
14.7 % of 60.8M shares on Jun 30, 2026
FundSharesValueWeight in fundShare of capital
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,2441.1M $0.05 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,1561.1M $0.05 %0.01 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,708987.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 7,5991M $0.01 %0.01 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,418992.5K $0.04 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,189920.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 7,100909.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 7,076946.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 6,950929.8K $0.35 %0.01 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 6,937888.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,722899.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 6,542875.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 6,524835.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,4727.9M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 6,349849.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,207780.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 6,187827.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,126784.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 6,114818K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,728733.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,615751.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 5,475688.3K $0.12 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 5,329670K $0.15 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,231699.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 5,006669.8K $0.09 %0.01 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 4,931619.9K $0.05 %0.01 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 4,895615.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,828618.3K $0.33 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,740634.2K $0.29 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,648595.2K $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,362583.6K $0.09 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,315552.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 4,178535K $1.74 %0.01 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 4,167533.6K $0.34 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,055542.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,052518.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,050518.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 3,994511.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 3,981509.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 3,964530.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 3,886488.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 3,619484.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 3,607482.6K $0.08 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 3,562456.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,466435.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,450461.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,382425.2K $0.03 %0.01 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 3,380432.8K $0.12 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,196401.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,180425.5K $0.10 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 3,177406.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,149403.3K $0.05 %0.01 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 3,120399.5K $0.17 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,098396.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 3,030405.4K $0.34 %0.00 %as of Apr 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 2,995383.5K $0.20 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 2,956378.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,930392K $0.03 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 2,897364.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,833362.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,757353.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 2,728349.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 2,724342.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 2,586325.1K $0.24 %0.00 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,523337.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 2,409308.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 2,347300.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,282292.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,277291.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 2,207282.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,123284K $0.03 %0.00 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 2,063264.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,999251.3K $0.10 %0.00 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,777223.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,768236.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,733231.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,692226.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 1,638205.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,538197K $0.05 %0.00 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 1,493191.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,464187.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,420181.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 1,335171K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,325169.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,266159.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 1,083138.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,018130.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,016130.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 1,001133.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
TFA AlphaGen Growth Fund Tactical Investment Series Trust 1,000128.1K $0.28 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 998125.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 962128.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 933119.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 921115.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 914122.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 911121.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 865110.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 854109.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 840105.6K $0.10 %0.00 %as of Feb 28, 2026 ↗
TFA Quantitative Fund Tactical Investment Series Trust 830106.3K $0.18 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Ariel Focus Fund Ariel Investment Trust 5.44 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.55 %as of Feb 28, 2026 ↗
Ariel Fund Ariel Investment Trust 2.57 %as of Mar 31, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 2.50 %as of Apr 30, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.48 %as of Apr 30, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 2.29 %as of Mar 31, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.86 %as of Mar 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.74 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1.48 %as of Mar 31, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 1.47 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2262+128,927,310+1.4 %
2026Q1250-68,806,869-4.1 %
2025Q4256+39,186,448-6.1 %
2025Q3253+39,785,726+6.8 %
2025Q225009,166,885-0.0 %
2025Q1250+19,170,075+2.8 %
2024Q4249-88,917,366-10.0 %
2024Q3257-49,907,809+1.4 %
2024Q2261+149,773,566+6.7 %
2024Q1247-19,157,430-5.3 %
2023Q42489,671,807

Institutional managers

279 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
George Kaiser Family Foundation3,361,707430.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,708,525346.8M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC1,649,883211.3M $as of Mar 31, 2026
FMR LLC1,418,190181.6M $as of Mar 31, 2026
BlackRock, Inc.1,116,893143M $as of Mar 31, 2026
STATE STREET CORP969,414124.1M $as of Mar 31, 2026
CIBC Bancorp USA Inc.568,99272.9M $as of Mar 31, 2026
CIBC WORLD MARKET INC.423,70054.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP417,13353.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC403,34151.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC386,30349.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP332,44942.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC272,38034.9M $as of Mar 31, 2026
Freestone Grove Partners LP257,04532.9M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.245,69331.5M $as of Mar 31, 2026
MORGAN STANLEY243,32731.2M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC230,14629.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC220,97828.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC215,58627.6M $as of Mar 31, 2026
BLAIR WILLIAM & CO/IL195,21525M $as of Mar 31, 2026
UBS Group AG193,38924.8M $as of Mar 31, 2026
Bank of New York Mellon Corp163,30420.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC153,20219.6M $as of Mar 31, 2026
NORTHERN TRUST CORP142,91618.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/139,91017.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of BOK Financial Corp". https://titelia.com/en/stocks/bok-financial-corp-US05561Q2012