FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) — Institutional Holders, Q2 2026 (page 2)
142 institutional investment managers reported a FBIZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $375.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 142. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FBIZ 13F holders ranked 101–142 of 142
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Vanguard Global Advisers#101 · 3,349 sh | 3,349 | $211.6K | <0.01% | 0.0% |
| 102 | EVERGREEN CAPITAL MANAGEMENT#102 · 3,242 sh | 3,242 | $204.8K | — | New |
| 103 | Eurizon Capital SGR S.p.A.#103 · 2,981 sh | 2,981 | $188.6K | <0.01% | 0.0% |
| 104 | NEW YORK STATE COMMON RETIREMENT FUND#104 · 2,666 sh | 2,666 | $168.4K | <0.01% | -31.0% |
| 105 | Police & Firemen's Retirement System of New Jersey#105 · 2,516 sh | 2,516 | $158.9K | <0.01% | +39.9% |
| 106 | HARBOR CAPITAL ADVISORS#106 · 2,456 sh | 2,456 | $155.0K | — | +5.5% |
| 107 | SRS Capital Advisors#107 · 1,873 sh | 1,873 | $118.3K | <0.01% | +9757.9% |
| 108 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#108 · 1,529 sh | 1,529 | $96.6K | <0.01% | 0.0% |
| 109 | HARBOUR INVESTMENTS#109 · 1,239 sh | 1,239 | $78.3K | <0.01% | +0.2% |
| 110 | FMR#110 · 1,035 sh | 1,035 | $65.4K | 0.00% | +37.6% |
| 111 | State of Alaska, Department of Revenue#111 · 905 sh | 905 | $56.0K | — | 0.0% |
| 112 | Tower Research Capital (TRC)#112 · 810 sh | 810 | $51.2K | <0.01% | -47.8% |
| 113 | Legal & General Group Plc#113 · 804 sh | 804 | $50.8K | 0.00% | +11.0% |
| 114 | Integrated Wealth Concepts#114 · 687 sh | 687 | $43.4K | <0.01% | New |
| 115 | Versant Capital Management#115 · 676 sh | 676 | $42.7K | — | 0.0% |
| 116 | Ameritas Investment Partners#116 · 645 sh | 645 | $40.7K | <0.01% | 0.0% |
| 117 | NewEdge Advisors#117 · 404 sh | 404 | $25.5K | <0.01% | New |
| 118 | Rockefeller Capital Management L.P.#118 · 392 sh | 392 | $24.8K | 0.00% | -25.2% |
| 119 | GAMMA Investing#119 · 343 sh | 343 | $21.7K | — | +6.5% |
| 120 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#120 · 306 sh | 306 | $19.3K | 0.00% | 0.0% |
| 121 | EverSource Wealth Advisors#121 · 300 sh | 300 | $18.9K | <0.01% | -62.0% |
| 122 | Ares Financial Consulting#122 · 283 sh | 283 | $17.9K | — | 0.0% |
| 123 | Allworth Financial#123 · 262 sh | 262 | $16.6K | <0.01% | +60.7% |
| 124 | IFP Advisors#124 · 219 sh | 219 | $13.8K | — | +25.9% |
| 125 | MEEDER ASSET MANAGEMENT#125 · 193 sh | 193 | $12.2K | <0.01% | +14.2% |
| 126 | Essential Partners#126 · 155 sh | 155 | $9.8K | — | -34.0% |
| 127 | Clearstead Advisors#127 · 105 sh | 105 | $6.6K | <0.01% | New |
| 128 | ROTHSCHILD INVESTMENT#128 · 53 sh | 53 | $3.3K | <0.01% | +89.3% |
| 129 | Smartleaf Asset Management#129 · 51 sh | 51 | $3.2K | <0.01% | 0.0% |
| 130 | Farther Finance Advisors#130 · 44 sh | 44 | $2.8K | — | +2.3% |
| 131 | Parallel Advisors#131 · 44 sh | 44 | $2.8K | 0.00% | +193.3% |
| 132 | Silver Grove Financial Group#132 · 36 sh | 36 | $2.3K | <0.01% | New |
| 133 | PNC FINANCIAL SERVICES GROUP#133 · 34 sh | 34 | $2.1K | 0.00% | 0.0% |
| 134 | SIGNATUREFD#134 · 32 sh | 32 | $2.0K | — | -79.1% |
| 135 | Optiver Holding B.V.#135 · 26 sh | 26 | $1.6K | 0.00% | -68.3% |
| 136 | True Wealth Design#136 · 23 sh | 23 | $1.5K | — | +4.5% |
| 137 | LOS ANGELES CAPITAL MANAGEMENT#137 · 20 sh | 20 | $1.3K | 0.00% | -96.4% |
| 138 | SJS Investment Consulting#138 · 9 sh | 9 | $569.00 | — | +28.6% |
| 139 | ASSETMARK#139 · 8 sh | 8 | $505.00 | — | 0.0% |
| 140 | NISA INVESTMENT ADVISORS#140 · 5 sh | 5 | $316.00 | — | 0.0% |
| 141 | Covestor Ltd#141 · 4 sh | 4 | $0.00 | 0.00% | -97.9% |
| 142 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#142 · 111 sh | 111 | — | — | -74.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.