National Commercial Banks - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-18 NPORT-P JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF JSI - Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 0 827,925
2025-09-18 NPORT-P JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF JABS - Janus Detroit Street Trust - Janus Henderson Asset-Backed Securities ETF 125,486
2025-09-18 NPORT-P JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF JBBB - Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF 1,418,010 607,419 -57.16
2025-09-18 NPORT-P JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 9,809
2025-09-17 NPORT-P NEWT / NewtekOne NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 21,400 13,000 -39.25
2025-09-17 NPORT-P NEWT / NewtekOne GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,215 2,215 0.00
2025-09-17 NPORT-P BCAL / California BanCorp. GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,163 2,163 0.00
2025-09-17 NPORT-P PNC / PNC Financial Services Group GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 12,532 12,267 -2.11
2025-09-17 NPORT-P COF / Capital One Financial NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 57,984 71,707 23.67
2025-09-17 NPORT-P CADE / Cadence Bank NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 9,741 12,841 31.82
2025-09-17 NPORT-P JPM / JPMorgan Chase NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 145,086 152,004 4.77
2025-09-17 NPORT-P UBSG / UBS Group NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 33,000 17,000 -48.48
2025-09-17 NPORT-P PNC / PNC Financial Services Group GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 1,550 1,511 -2.52
2025-09-17 NPORT-P COF / Capital One Financial NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 36,737
2025-09-17 NPORT-P WFC / Wells Fargo NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 385,323 88,434 -77.05
2025-09-17 NPORT-P WFC / Wells Fargo NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 83,833 85,329 1.78
2025-09-17 NPORT-P GNTY / Guaranty Bancshares NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 391 391 0.00
2025-09-17 NPORT-P WFC / Wells Fargo GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 103,674 100,607 -2.96
2025-09-17 NPORT-P UBSG / UBS Group GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 145,634 138,226 -5.09
2025-09-17 NPORT-P BKT / Bankinter GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 54,235 28,950 -46.62
2025-09-17 NPORT-P PNC / PNC Financial Services Group NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 10,056 10,372 3.14
2025-09-17 NPORT-P STEL / Stellar Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4,356 4,356 0.00
2025-09-17 NPORT-P JPM / JPMorgan Chase NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 71,132 72,871 2.44
2025-09-17 NPORT-P AMTB / Amerant Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3,082 3,082 0.00
2025-09-17 NPORT-P BFC / Bank First NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 341 341 0.00
2025-09-17 NPORT-P CADE / Cadence Bank GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 33,523 32,305 -3.63
2025-09-17 NPORT-P TFC / Truist Financial NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 74,828
2025-09-17 NPORT-P SAB / Banco de Sabadell GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 240,897 228,357 -5.21
2025-09-17 NPORT-P DCOM / Dime Community Bancshares NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 579 579 0.00
2025-09-17 NPORT-P FISI / Financial Institutions GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,605 1,865 16.20
2025-09-17 NPORT-P WSFS / WSFS Financial GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 238 306 28.57
2025-09-17 13F-HR/A WFC / Wells Fargo Bank Julius Baer & Co. Ltd, Zurich 6,356 5,458 -14.13
2025-09-17 NPORT-P JPM / JPMorgan Chase GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 2,045 1,983 -3.03
2025-09-17 NPORT-P ONB / Old National Bancorp GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 23,186 23,186 0.00
2025-09-17 NPORT-P FHN / First Horizon GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 96,842 90,541 -6.51
2025-09-17 NPORT-P FHN / First Horizon NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 425,281 425,281 0.00
2025-09-17 NPORT-P JPM / JPMorgan Chase GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 20,031 17,657 -11.85
2025-09-17 NPORT-P USB / U.S. Bancorp GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 49,331 48,276 -2.14
2025-09-17 NPORT-P MRBK / Meridian GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 467 787 68.52
2025-09-17 NPORT-P PRME / Prime Medicine GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5,272 5,272 0.00
2025-09-17 NPORT-P PRME / Prime Medicine NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5,671 9,777 72.40
2025-09-17 13F-HR/A HBAN / Huntington Bancshares Bank Julius Baer & Co. Ltd, Zurich 4,605,315 5,294,070 14.96
2025-09-17 NPORT-P ALRS / Alerus Financial GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,924 1,924 0.00
2025-09-17 13F-HR/A SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF Bank Julius Baer & Co. Ltd, Zurich 453 0 -100.00
2025-09-17 NPORT-P OPOF / Old Point Financial GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 348
2025-09-17 NPORT-P COF / Capital One Financial NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 9,682 16,772 73.23
2025-09-17 13F-HR/A COF / Capital One Financial Bank Julius Baer & Co. Ltd, Zurich 748 2,924 290.91
2025-09-17 NPORT-P JPM / JPMorgan Chase GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 88,140 85,919 -2.52
2025-09-17 NPORT-P PNC / PNC Financial Services Group GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 19,476 17,168 -11.85
2025-09-17 NPORT-P SFST / Southern First Bancshares GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 712 712 0.00
2025-09-17 NPORT-P CAC / Camden National NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 795 795 0.00
2025-09-17 NPORT-P NWBI / Northwest Bancshares GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 11,140 12,695 13.96
2025-09-17 13F-HR/A JPM / JPMorgan Chase Bank Julius Baer & Co. Ltd, Zurich 2,127,083 2,112,493 -0.69
2025-09-17 NPORT-P WFC / Wells Fargo NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 627,917 491,897 -21.66
2025-09-17 NPORT-P CADE / Cadence Bank NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5,317 5,317 0.00
2025-09-17 13F-HR/A UBS / UBS Group Bank Julius Baer & Co. Ltd, Zurich 4,375,839 4,506,853 2.99
2025-09-17 NPORT-P CADE / Cadence Bank GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 15,354 15,354 0.00
2025-09-17 NPORT-P BFC / Bank First GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 835 835 0.00
2025-09-17 NPORT-P TFC / Truist Financial GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 41,841 40,696 -2.74
2025-09-17 NPORT-P OCFC / OceanFirst Financial NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 43,571 16,900 -61.21
2025-09-17 NPORT-P BHRB / Burke & Herbert Financial Services GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,205 1,205 0.00
2025-09-17 NPORT-P NWBI / Northwest Bancshares NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4,105 4,105 0.00
2025-09-17 NPORT-P OCFC / OceanFirst Financial GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4,998 4,998 0.00
2025-09-17 NPORT-P FNLC / First Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,016 1,016 0.00
2025-09-17 NPORT-P BHRB / Burke & Herbert Financial Services NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 75 75 0.00
2025-09-17 NPORT-P OCFC / OceanFirst Financial GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 668,566 639,147 -4.40
2025-09-17 NPORT-P TBBK / Bancorp NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,885 1,885 0.00
2025-09-17 NPORT-P BANF / BancFirst NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 237 237 0.00
2025-09-17 NPORT-P BANF / BancFirst GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,724 1,849 7.25
2025-09-17 NPORT-P CAC / Camden National GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,399 1,574 12.51
2025-09-17 NPORT-P TBBK / Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3,949 3,949 0.00
2025-09-17 NPORT-P TFC / Truist Financial NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 33,401 34,338 2.81
2025-09-17 NPORT-P CMA / Comerica NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 134,200 108,695 -19.01
2025-09-17 NPORT-P WSFS / WSFS Financial NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,544 1,544 0.00
2025-09-17 NPORT-P WSFS / WSFS Financial GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5,118 5,018 -1.95
2025-09-17 NPORT-P ONB / Old National Bancorp NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8,727 8,727 0.00
2025-09-17 NPORT-P GNTY / Guaranty Bancshares GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 634 791 24.76
2025-09-17 NPORT-P ONB / Old National Bancorp GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 58,501 58,501 0.00
2025-09-17 NPORT-P ONB / Old National Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 27,068 28,301 4.56
2025-09-17 NPORT-P ONB / Old National Bancorp GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 33,500 33,500 0.00
2025-09-17 NPORT-P TRMK / Trustmark GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5,040 5,296 5.08
2025-09-17 NPORT-P FNB / F.N.B. GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 69,381 64,225 -7.43
2025-09-17 NPORT-P FUNC / First United GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 814 523 -35.75
2025-09-17 NPORT-P FNB / F.N.B. GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 1,223,390 1,170,695 -4.31
2025-09-17 NPORT-P FHN / First Horizon GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 257,123 245,457 -4.54
2025-09-17 NPORT-P BOKF / BOK Financial NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4,718 5,528 17.17
2025-09-17 NPORT-P TRMK / Trustmark NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,573 1,573 0.00
2025-09-17 NPORT-P PNBK / Patriot National Bancorp NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 11,023
2025-09-17 NPORT-P PNBK / Patriot National Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5,495
2025-09-17 NPORT-P ZION / Zions Bancorporation, National Association NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 8,500 3,200 -62.35
2025-09-17 NPORT-P FSUN / FirstSun Capital Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,089
2025-09-17 NPORT-P OCFC / OceanFirst Financial NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,687 2,687 0.00
2025-09-17 NPORT-P HBAN / Huntington Bancshares NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 251,899 131,970 -47.61
2025-09-17 NPORT-P USB / U.S. Bancorp NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 39,620 40,853 3.11
2025-09-17 NPORT-P HBAN / Huntington Bancshares NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 36,912 36,912 0.00
2025-09-17 NPORT-P HBAN / Huntington Bancshares GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 44,480 44,480 0.00
2025-09-17 NPORT-P CMA / Comerica GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 24,121 23,007 -4.62
2025-09-17 13F-HR/A USB / U.S. Bancorp Bank Julius Baer & Co. Ltd, Zurich 1,556,680 1,723,619 10.72
2025-09-17 NPORT-P SMBK / SmartFinancial NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 19,700 20,500 4.06
2025-09-17 NPORT-P AROW / Arrow Financial GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,331 1,331 0.00
2025-09-17 NPORT-P PNC / PNC Financial Services Group NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 21,667 19,727 -8.95
2025-09-17 NPORT-P USB / U.S. Bancorp GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 1,048 1,048 0.00
2025-09-17 NPORT-P JPM / JPMorgan Chase NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 94,830 101,422 6.95
2025-09-17 NPORT-P ZION / Zions Bancorporation, National Association GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 26,840 25,564 -4.75
2025-09-17 NPORT-P UBFO / United Security Bancshares GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,454 1,031 -29.09
2025-09-17 NPORT-P FUNC / First United NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 926
2025-09-17 NPORT-P CARE / Carter Bankshares GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,015 2,015 0.00
2025-09-17 NPORT-P DCOM / Dime Community Bancshares GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3,422 3,422 0.00
2025-09-17 NPORT-P COF / Capital One Financial GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 12,043 19,677 63.39
2025-09-17 NPORT-P LARK / Landmark Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 351 357 1.71
2025-09-17 NPORT-P COF / Capital One Financial GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 22,580 21,642 -4.15
2025-09-17 NPORT-P SMBK / SmartFinancial GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 1,292 1,292 0.00
2025-09-17 NPORT-P 8411 / Mizuho Financial Group NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 1,600 1,600 0.00
2025-09-17 NPORT-P 5 / HSBC Holdings NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 160,000 115,000 -28.12
2025-09-17 NPORT-P 8411 / Mizuho Financial Group GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 106,751 99,551 -6.74
2025-09-17 NPORT-P BAC / Bank of America NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 168,794 171,821 1.79