GOOGALPHABET INC
CUSIP 02079K107 · Yahoo Finance ↗ · Google Finance ↗
Alphabet Inc (GOOG) has 5,028 institutional holders in Filings Flow’s 13F database, together reporting 3155.44M shares worth $864.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
5,028
Q1 2026
Reported Value
$864.1B
Ticker
GOOG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| True Blue (BVI) Ltd$203M AUM | 54.16% | $110M | 383.3K | Q1 2026OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 34.14% | $117M | 401.7K | Q3 2025OLDER |
| Oriental Harbor Investment Master Fund$1.1B AUM | 30.50% | $346M | 1.20M | Q1 2026OLDER |
| FARLEY CAPITAL L.P.$123M AUM | 29.52% | $36M | 126.9K | Q1 2026OLDER |
| Board of Trustees of The Leland Stanford Junior University$849M AUM | 24.87% | $123M | 394.4K | Q4 2025OLDER |
| Himalaya Capital Management LLC$3.2B AUM | 21.97% | $703M | 2.45M | Q1 2026OLDER |
| Laura & John Arnold Foundation$430M AUM | 21.70% | $93M | 325.0K | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 20.81% | $127M | 441.4K | Q1 2026OLDER |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$268M AUM | 18.70% | $50M | 174.2K | Q1 2026OLDER |
| Arrow Capital Management, LLC$144M AUM | 18.23% | $26M | 91.6K | Q1 2026OLDER |
| PROVIDENT TRUST CO$4.8B AUM | 16.78% | $802M | 2.80M | Q1 2026OLDER |
| Lionstone Capital Management LLC$413M AUM | 16.22% | $67M | 233.5K | Q1 2026OLDER |
| Park State Asset Management$132M AUM | 16.05% | $21M | 73.9K | Q1 2026OLDER |
| East Coast Asset Management, LLC.$303M AUM | 15.69% | $48M | 166.0K | Q1 2026OLDER |
| Knott David M Jr$168M AUM | 15.61% | $26M | 91.4K | Q1 2026OLDER |
| Venator Management LLC$416M AUM | 15.50% | $64M | 224.6K | Q1 2026OLDER |
| Rubicon Global Capital Ltd$235M AUM | 15.01% | $35M | 122.7K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 14.98% | $187M | 651.8K | Q1 2026OLDER |
| Act Two Investors LLC$453M AUM | 14.98% | $68M | 236.6K | Q1 2026OLDER |
| Oakcliff Capital Partners, LP$227M AUM | 14.96% | $34M | 118.2K | Q1 2026OLDER |
| Bretton Capital Management, LLC$109M AUM | 14.96% | $16M | 57.0K | Q1 2026OLDER |
| MISHPACHA HOLDINGS CORP$123M AUM | 14.71% | $18M | 56.1K | Q4 2025OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 14.60% | $42M | 144.9K | Q1 2026OLDER |
| TLW Wealth Management, LLC$171M AUM | 14.43% | $25M | 85.9K | Q1 2026OLDER |
| SurgoCap Partners LP$3.0B AUM | 14.26% | $427M | 1.49M | Q1 2026OLDER |
| Framtiden Holdings Management Co LLC$102M AUM | 14.07% | $14M | 50.1K | Q1 2026OLDER |
| GOBI CAPITAL LLC$1.8B AUM | 13.79% | $248M | 864.3K | Q1 2026OLDER |
| Headwater Capital Co Ltd$622M AUM | 13.61% | $85M | 295.0K | Q1 2026OLDER |
| KEYSTONE INVESTORS PTE LTD$1.1B AUM | 13.53% | $151M | 480.1K | Q4 2025OLDER |
| Cryder Capital Partners LLP$1.5B AUM | 13.49% | $207M | 720.1K | Q1 2026OLDER |
| DRH Investments, Inc.$123M AUM | 13.44% | $17M | 57.7K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 13.40% | $35M | 121.3K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 13.25% | $121M | 421.4K | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 13.12% | $49M | 169.9K | Q1 2026OLDER |
| CAPITAL COUNSEL LLC/NY$2.4B AUM | 12.64% | $297M | 1.04M | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 12.47% | $23M | 79.5K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 12.23% | $25M | 87.8K | Q1 2026OLDER |
| Monolith Management Ltd$332M AUM | 12.11% | $40M | 104.2K | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 12.10% | $124M | 431.2K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 12.02% | $28M | 97.9K | Q1 2026OLDER |
| GUARDIAN POINT CAPITAL, LP$243M AUM | 11.82% | $29M | 100.0K | Q1 2026OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 11.80% | $34M | 118.6K | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 11.44% | $186M | 648.9K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 11.42% | $26M | 5.5K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 11.38% | $97M | 339.4K | Q1 2026OLDER |
| GARDNER RUSSO & QUINN LLC$8.5B AUM | 11.31% | $961M | 3.35M | Q1 2026OLDER |
| Mirabaud & Cie SA$249M AUM | 11.28% | $28M | 79.6K | Q2 2026 |
| Fremen Capital Management LP$117M AUM | 11.22% | $13M | 45.7K | Q1 2026OLDER |
| BISLETT MANAGEMENT, LLC$130M AUM | 11.06% | $14M | 50.0K | Q1 2026OLDER |
| Egerton Capital (UK) LLP$9.0B AUM | 11.01% | $992M | 3.46M | Q1 2026OLDER |
| AWH Capital, L.P.$110M AUM | 10.98% | $12M | 42.1K | Q1 2026OLDER |
| Night Owl Capital Management, LLC$858M AUM | 10.92% | $94M | 326.8K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 10.92% | $31M | 108.7K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 10.89% | $13M | 45.7K | Q1 2026OLDER |
| Dash Acquisitions Inc.$480M AUM | 10.86% | $52M | 155.4K | Q1 2026OLDER |
| BOURNE LENT ASSET MANAGEMENT INC$272M AUM | 10.81% | $29M | 102.5K | Q1 2026OLDER |
| Claar Advisors LLC$295M AUM | 10.55% | $31M | 108.5K | Q1 2026OLDER |
| BloombergSen Inc.$1.3B AUM | 10.47% | $138M | 479.4K | Q1 2026OLDER |
| Greenbrier Partners Capital Management, LLC$1.3B AUM | 10.22% | $133M | 462.7K | Q1 2026OLDER |
| MayTech Global Investments, LLC$820M AUM | 10.17% | $83M | 290.8K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 10.13% | $13M | 45.8K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 9.89% | $69M | 238.9K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 9.89% | $72M | 250.0K | Q1 2026OLDER |
| Chou Associates Management Inc.$210M AUM | 9.88% | $21M | 72.4K | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 9.84% | $16M | 57.1K | Q1 2026OLDER |
| Sanders Capital, LLC$83.9B AUM | 9.82% | $8.2B | 28.73M | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 9.68% | $20M | 68.9K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 9.62% | $21M | 73.6K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 9.43% | $15M | 50.7K | Q1 2026OLDER |
| Foxhaven Asset Management, LP$3.2B AUM | 9.38% | $299M | 1.04M | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 9.37% | $146M | 508.6K | Q1 2026OLDER |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1.2B AUM | 9.34% | $110M | 384.0K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 9.13% | $9M | 32.5K | Q1 2026OLDER |
| AGAVE CAPITAL MANAGEMENT Ltd$622M AUM | 9.01% | $56M | 200.0K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 8.99% | $59M | 206.6K | Q1 2026OLDER |
| Ahara Advisors LLC$120M AUM | 8.95% | $11M | 37.3K | Q1 2026OLDER |
| J. Stern & Co. LLP$1.0B AUM | 8.83% | $91M | 317.6K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 8.78% | $17M | 57.8K | Q1 2026OLDER |
| LFL Advisers, LLC$332M AUM | 8.76% | $29M | 101.5K | Q1 2026OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 8.75% | $24M | 82.1K | Q1 2026OLDER |
| Quaker Capital Investments, LLC$409M AUM | 8.74% | $34M | 108.0K | Q4 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 8.70% | $239M | 833.4K | Q1 2026OLDER |
| Crow's Nest Holdings LP$428M AUM | 8.61% | $37M | 128.3K | Q1 2026OLDER |
| Eschler Asset Management LLP$100M AUM | 8.49% | $9M | 29.7K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 8.45% | $13M | 43.9K | Q1 2026OLDER |
| HARVEY CAPITAL MANAGEMENT INC$439M AUM | 8.45% | $37M | 129.3K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 8.42% | $18M | 61.4K | Q1 2026OLDER |
| Route One Investment Company, L.P.$2.3B AUM | 8.41% | $198M | 689.1K | Q1 2026OLDER |
| M. Kraus & Co$343M AUM | 8.39% | $29M | 100.2K | Q1 2026OLDER |
| Appaloosa LP$5.9B AUM | 8.38% | $497M | 1.73M | Q1 2026OLDER |
| Robertson Opportunity Capital, LLC$260M AUM | 8.35% | $22M | 75.7K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 8.30% | $287M | 1.00M | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 8.20% | $31M | 108.3K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 8.19% | $17M | 59.0K | Q1 2026OLDER |
| James Hambro & Partners LLP$2.6B AUM | 8.11% | $207M | 721.2K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 8.10% | $121M | 421.7K | Q1 2026OLDER |
| Gray Foundation$397M AUM | 8.10% | $32M | 112.0K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 8.08% | $125M | 436.6K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 8.06% | $28M | 97.0K | Q1 2026OLDER |
| Ivory Union Consulting Ltd$128M AUM | 8.06% | $10M | 35.9K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 7.98% | $147M | 512.0K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 7.89% | $30M | 106.3K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 7.87% | $15M | 52.1K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 7.64% | $10M | 34.4K | Q1 2026OLDER |
| Redwood Grove Capital, LLC$310M AUM | 7.56% | $23M | 81.7K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 7.56% | $10M | 34.0K | Q1 2026OLDER |
| Harspring Capital Management, LLC$190M AUM | 7.55% | $14M | 50.0K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 7.50% | $68M | 199.0K | Q1 2026OLDER |
| Alcosta Capital Management, Inc.$131M AUM | 7.46% | $10M | 34.1K | Q1 2026OLDER |
| MSA Advisors, LLC$333M AUM | 7.46% | $25M | 86.5K | Q1 2026OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 7.43% | $1.9B | 6.64M | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 7.40% | $70M | 244.3K | Q1 2026OLDER |
| Nellore Capital Management LLC$783M AUM | 7.36% | $58M | 200.7K | Q1 2026OLDER |
| NZS Capital, LLC$3.0B AUM | 7.28% | $218M | 760.7K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 7.27% | $105M | 367.4K | Q1 2026OLDER |
| Hyperion Capital Advisors LP$208M AUM | 7.26% | $15M | 52.5K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 7.25% | $8M | 27.7K | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 7.24% | $95M | 331.7K | Q1 2026OLDER |
| HS Management Partners, LLC$286M AUM | 7.23% | $21M | 72.0K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 7.18% | $167M | 582.3K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 7.15% | $555M | 1.93M | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 7.12% | $168M | 586.7K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 7.06% | $48M | 166.5K | Q1 2026OLDER |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B AUM | 7.06% | $636M | 1.80M | Q2 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 6.96% | $41M | 116.8K | Q2 2026 |
| Ironvine Capital Partners, LLC$910M AUM | 6.91% | $63M | 219.1K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 6.87% | $18M | 56.6K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 6.85% | $26M | 82.1K | Q4 2025OLDER |
| Merrion Investment Management Co, LLC$186M AUM | 6.81% | $13M | 44.2K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 6.80% | $152M | 529.4K | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 6.77% | $101M | 350.7K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 6.77% | $233M | 813.0K | Q1 2026OLDER |
| Genoa Capital Gestora de Recursos Ltda.$130M AUM | 6.73% | $9M | 30.5K | Q1 2026OLDER |
| Ravenstone Capital Management Inc.$200M AUM | 6.72% | $13M | 46.9K | Q2 2026 |
| Avalon Trust Co$1.5B AUM | 6.72% | $98M | 340.1K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 6.69% | $15M | 51.8K | Q1 2026OLDER |
| JACKSON HILL ADVISORS, LLC$193M AUM | 6.67% | $13M | 45.0K | Q1 2026OLDER |
| PRENTISS SMITH & CO INC$172M AUM | 6.66% | $11M | 40.0K | Q1 2026OLDER |
| Dundas Partners LLP$1.3B AUM | 6.63% | $83M | 289.9K | Q1 2026OLDER |
| Nexus Investment Management ULC$715M AUM | 6.63% | $47M | 165.2K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 6.62% | $52M | 180.3K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 6.61% | $789M | 2.75M | Q1 2026OLDER |
| Lagoda Investment Management, L.P.$162M AUM | 6.61% | $11M | 37.3K | Q1 2026OLDER |
| WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM | 6.54% | $94M | 326.8K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 6.54% | $37M | 124.7K | Q1 2026OLDER |
| Giverny Capital Inc.$2.7B AUM | 6.52% | $178M | 620.9K | Q1 2026OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 6.42% | $61M | 212.8K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 6.41% | $110M | 350.0K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 6.40% | $501M | 1.32M | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 6.39% | $13M | 44.0K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 6.38% | $64M | 223.8K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 6.35% | $78M | 271.9K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 6.30% | $39M | 111.4K | Q2 2026 |
| Kingstone Capital Partners Texas, LLC$162M AUM | 6.29% | $10M | 35.6K | Q1 2026OLDER |
| STEINBERG ASSET MANAGEMENT LLC$154M AUM | 6.28% | $10M | 33.8K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 6.23% | $138M | 481.4K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 6.21% | $35M | 122.0K | Q1 2026OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 6.19% | $43M | 150.4K | Q1 2026OLDER |
| Tikvah Management LLC$323M AUM | 6.17% | $20M | 69.5K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 6.16% | $25M | 86.8K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 6.13% | $10M | 31.6K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 6.11% | $118M | 335.2K | Q2 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 6.11% | $106M | 368.2K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 6.07% | $20M | 69.1K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 6.07% | $8M | 29.0K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 6.07% | $937M | 3.27M | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 6.04% | $82M | 285.5K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 6.04% | $21M | 64.3K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 6.03% | $29M | 100.5K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 6.03% | $10M | 34.4K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 6.01% | $11M | 37.3K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 5.92% | $71M | 247.3K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 5.92% | $13M | 44.1K | Q1 2026OLDER |
| Dorsey Asset Management, LLC$1.3B AUM | 5.92% | $68M | 216.9K | Q4 2025OLDER |
| Suncoast Equity Management$833M AUM | 5.91% | $49M | 171.5K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 5.90% | $7M | 25.6K | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 5.89% | $94M | 328.1K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 5.85% | $845M | 2.95M | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 5.84% | $61M | 211.5K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 5.82% | $107M | 373.8K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 5.79% | $157M | 548.4K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 5.77% | $27M | 85.3K | Q4 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 5.76% | $148M | 418.4K | Q2 2026 |
| Pavion Blue Capital, LLC$230M AUM | 5.74% | $13M | 46.1K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 5.72% | $2.2B | 7.79M | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 5.70% | $7M | 23.6K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 5.67% | $11M | 37.3K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 5.66% | $53M | 184.5K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 5.66% | $11M | 29.8K | Q2 2026 |
| TCI Fund Management Ltd$45.2B AUM | 5.62% | $2.5B | 8.85M | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 5.58% | $97M | 339.3K | Q1 2026OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 5.55% | $44M | 152.4K | Q1 2026OLDER |
| General Pension Society PZU Joint Stock Co$654M AUM | 5.54% | $36M | 126.2K | Q1 2026OLDER |
| MIG Capital, LLC$589M AUM | 5.53% | $33M | 103.9K | Q4 2025OLDER |
| Anson Funds Management LP$2.3B AUM | 5.50% | $63M | 220.0K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 5.49% | $14M | 48.8K | Q1 2026OLDER |
| One Madison Group LLC$866M AUM | 5.47% | $47M | 165.0K | Q1 2026OLDER |
| BRILLIANCE ASSET MANAGEMENT LTD$339M AUM | 5.46% | $18M | 64.5K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 5.45% | $36M | 127.0K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 5.44% | $36M | 126.3K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 5.42% | $17M | 59.1K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 5.42% | $7M | 22.3K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 5.41% | $22M | 75.2K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 5.40% | $30M | 103.9K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 5.36% | $73M | 254.1K | Q1 2026OLDER |
| First Pacific Advisors, LP$7.1B AUM | 5.36% | $382M | 1.33M | Q1 2026OLDER |
| Steamboat Capital Partners, LLC$403M AUM | 5.34% | $22M | 75.0K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 5.33% | $222M | 761.9K | Q1 2026OLDER |
| H&H International Investment, LLC$20.0B AUM | 5.31% | $1.1B | 3.71M | Q1 2026OLDER |
| Cooper Capital Advisors LLC$143M AUM | 5.31% | $8M | 26.5K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 5.30% | $8M | 29.0K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 5.30% | $26M | 91.1K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 5.28% | $29M | 100.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 5.27% | $337M | 1.17M | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 5.26% | $8M | 28.7K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 5.25% | $31M | 107.7K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 5.23% | $84M | 269.1K | Q4 2025OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 5.23% | $9M | 30.6K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 5.22% | $22M | 75.0K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 5.22% | $43M | 120.7K | Q2 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 5.21% | $50M | 173.9K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 5.18% | $12M | 43.4K | Q2 2026 |
| Scott & Selber, Inc.$474M AUM | 5.18% | $25M | 69.5K | Q2 2026 |
| L. Roy Papp & Associates, LLP$867M AUM | 5.17% | $45M | 156.2K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 5.16% | $29M | 99.9K | Q1 2026OLDER |
| Walter Public Investments Inc.$418M AUM | 5.15% | $22M | 75.1K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 5.15% | $18M | 63.6K | Q1 2026OLDER |
| Vulcan Value Partners, LLC$3.8B AUM | 5.14% | $194M | 676.6K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 5.14% | $53M | 185.5K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 5.13% | $61M | 212.8K | Q1 2026OLDER |
| Sustainable Growth Advisers, LP$10.6B AUM | 5.11% | $543M | 1.89M | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 5.10% | $12M | 41.2K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 5.08% | $14M | 47.8K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 5.07% | $11M | 39.8K | Q2 2026 |
| PECAUT & CO.$308M AUM | 5.05% | $16M | 54.2K | Q1 2026OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 5.02% | $50M | 175.0K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 5.01% | $12M | 40.8K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 5.01% | $444M | 1.49M | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 5.00% | $16M | 54.5K | Q1 2026OLDER |
| TB Alternative Assets Ltd.$481M AUM | 4.99% | $24M | 83.7K | Q1 2026OLDER |
| Wilmar Advisors LLC$116M AUM | 4.98% | $6M | 20.1K | Q1 2026OLDER |
| Sphera Management Technology Funds Ltd$178M AUM | 4.97% | $9M | 30.8K | Q1 2026OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 4.97% | $56M | 194.7K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 4.97% | $82M | 277.3K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 4.96% | $108M | 375.7K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 4.94% | $41M | 142.8K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 4.94% | $15M | 51.8K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 4.93% | $24M | 83.7K | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 4.93% | $8M | 29.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 4.92% | $118M | 375.2K | Q4 2025OLDER |
| Hosking Partners LLP$2.8B AUM | 4.91% | $137M | 477.5K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 4.90% | $19M | 67.3K | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 4.90% | $6M | 22.6K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 4.89% | $74M | 257.8K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 4.88% | $12M | 41.2K | Q1 2026OLDER |
| Lumbard & Kellner, LLC$289M AUM | 4.85% | $14M | 48.8K | Q1 2026OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 4.84% | $94M | 327.2K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 4.84% | $430M | 1.50M | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 4.84% | $46M | 159.0K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 4.83% | $9M | 30.3K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 4.82% | $42M | 147.8K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 4.82% | $60M | 207.9K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 4.82% | $1.1B | 3.82M | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 4.81% | $16M | 55.7K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 4.79% | $40M | 112.0K | Q2 2026 |
| Crystal Rock Capital Management$168M AUM | 4.76% | $8M | 27.9K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 4.75% | $28M | 98.4K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 4.74% | $22M | 62.7K | Q2 2026 |
| MAIRS & POWER INC$9.8B AUM | 4.72% | $462M | 1.61M | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 4.70% | $709M | 2.47M | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 4.70% | $11M | 39.9K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 4.69% | $7M | 25.9K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 4.67% | $324M | 1.13M | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 4.66% | $13M | 47.0K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 4.66% | $17M | 57.6K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 4.64% | $28M | 97.2K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 4.63% | $140M | 487.4K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 4.63% | $19M | 66.5K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 4.62% | $47M | 164.5K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 4.62% | $246M | 858.6K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 4.61% | $59M | 204.3K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 4.60% | $12M | 40.6K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 4.60% | $235M | 817.7K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 4.59% | $164M | 572.1K | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 4.58% | $7M | 22.9K | Q1 2026OLDER |
| BENDER ROBERT & ASSOCIATES$417M AUM | 4.58% | $19M | 66.5K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 4.55% | $7M | 22.3K | Q4 2025OLDER |
| Resolute Capital Asset Partners LLC$190M AUM | 4.55% | $9M | 30.0K | Q4 2025OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 4.54% | $15M | 50.9K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 4.53% | $7M | 23.0K | Q1 2026OLDER |
| WT Asset Management Ltd$4.8B AUM | 4.52% | $114M | 362.9K | Q4 2025OLDER |
| Ruane, Cunniff & Goldfarb L.P.$6.0B AUM | 4.52% | $273M | 950.4K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 4.49% | $9M | 29.9K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 4.49% | $39M | 136.6K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 4.49% | $15M | 53.0K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 4.49% | $6M | 21.9K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 4.49% | $104M | 362.5K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 4.48% | $7M | 23.9K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 4.48% | $20M | 71.2K | Q1 2026OLDER |
| Fairbanks Capital Management, Inc.$160M AUM | 4.48% | $7M | 25.0K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 4.48% | $35M | 120.3K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 4.47% | $72M | 250.0K | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 4.46% | $5M | 17.5K | Q1 2026OLDER |
| LSP Investment Advisors, LLC$138M AUM | 4.46% | $6M | 21.4K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 4.46% | $84M | 236.5K | Q2 2026 |
| Synergy Financial Group, LTD$133M AUM | 4.42% | $6M | 20.5K | Q1 2026OLDER |
| EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM | 4.42% | $1.3B | 4.60M | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 4.42% | $110M | 382.4K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 4.40% | $26M | 90.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 4.39% | $106M | 369.7K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 4.39% | $27M | 92.5K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 4.38% | $5M | 15.8K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 4.38% | $10M | 27.7K | Q2 2026 |
| Blue Grotto Capital, LLC$868M AUM | 4.38% | $43M | 135.7K | Q4 2025OLDER |
| DCF Advisers, LLC$375M AUM | 4.36% | $16M | 57.0K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 4.36% | $29M | 101.9K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 4.35% | $336M | 1.17M | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 4.35% | $811M | 2.83M | Q1 2026OLDER |
| Optas, LLC$661M AUM | 4.34% | $29M | 100.1K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 4.33% | $14M | 48.9K | Q1 2026OLDER |
| YACKTMAN ASSET MANAGEMENT LP$7.5B AUM | 4.31% | $323M | 1.13M | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 4.31% | $30M | 106.2K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 4.30% | $159M | 552.6K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 4.30% | $5M | 14.7K | Q4 2025OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 4.29% | $10M | 35.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 4.23% | $38M | 108.2K | Q2 2026 |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 4.22% | $9M | 32.1K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 4.22% | $250M | 873.0K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 4.21% | $340M | 1.19M | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 4.19% | $7M | 21.1K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 4.19% | $5M | 18.2K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 4.17% | $120M | 417.9K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 4.17% | $142M | 495.5K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 4.17% | $13M | 33.7K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 4.16% | $34M | 117.6K | Q1 2026OLDER |
| PATHWAY WEALTH MANAGEMENT LLC$106M AUM | 4.15% | $4M | 15.3K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 4.14% | $986M | 3.44M | Q1 2026OLDER |
| Clayton Partners LLC$138M AUM | 4.14% | $6M | 19.9K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 4.13% | $38M | 132.4K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 4.13% | $115M | 399.3K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 4.13% | $53M | 184.7K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 4.11% | $5M | 18.0K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 4.10% | $7M | 23.8K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 4.08% | $6M | 22.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 4.08% | $737M | 2.57M | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 4.07% | $14M | 49.7K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 4.07% | $31M | 106.6K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 4.06% | $20M | 70.0K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 4.06% | $7M | 19.0K | Q2 2026 |
| Steadview Capital Management LLC$227M AUM | 4.06% | $9M | 32.1K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 4.06% | $4M | 14.8K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 4.06% | $198M | 664.7K | Q1 2026OLDER |
| Standard Investments LLC$1.8B AUM | 4.06% | $78M | 320.0K | Q3 2025OLDER |
| WOODSTOCK CORP$1.1B AUM | 4.04% | $45M | 158.3K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 4.04% | $206M | 718.0K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 4.03% | $36M | 124.3K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 4.03% | $10M | 33.2K | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 4.02% | $63M | 178.5K | Q2 2026 |
| Smith Salley Wealth Management$2.0B AUM | 4.01% | $80M | 278.3K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 4.00% | $33M | 115.5K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 4.00% | $255M | 887.4K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 3.99% | $9M | 32.2K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 3.97% | $112M | 390.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 3.97% | $17M | 60.7K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 3.96% | $6M | 20.4K | Q1 2026OLDER |
| Gemsstock Ltd.$949M AUM | 3.96% | $38M | 131.0K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 3.96% | $10M | 35.7K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 3.96% | $16M | 56.6K | Q1 2026OLDER |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 3.96% | $60M | 209.9K | Q1 2026OLDER |
| ENGLISH CAPITAL MANAGEMENT LLC$171M AUM | 3.95% | $7M | 23.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 3.95% | $46M | 161.2K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 3.93% | $18M | 63.0K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 3.93% | $37M | 127.9K | Q1 2026OLDER |
| Panview Capital Ltd$467M AUM | 3.91% | $9M | 37.8K | Q3 2025OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 3.91% | $28M | 98.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 3.91% | $26M | 73.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 3.91% | $12.1B | 38.45M | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 3.89% | $6M | 20.2K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 3.89% | $14M | 47.1K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 3.88% | $18M | 64.3K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 3.88% | $54M | 187.9K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 3.88% | $20M | 69.5K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 3.87% | $989M | 3.29M | Q2 2026 |
| PRAGMA GESTAO DE PATRIMONIO LTD$189M AUM | 3.86% | $7M | 25.5K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 3.86% | $231M | 805.3K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 3.85% | $7M | 25.5K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 3.85% | $4M | 14.8K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 3.85% | $239M | 833.1K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 3.85% | $14M | 48.8K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 3.84% | $345M | 1.20M | Q1 2026OLDER |
| Prospect Hill Management, LLC$224M AUM | 3.84% | $9M | 30.0K | Q1 2026OLDER |
| General Equity Holdings LP$135M AUM | 3.82% | $6M | 25.8K | Q3 2025OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 3.82% | $440M | 1.54M | Q1 2026OLDER |
| GMT CAPITAL CORP$2.2B AUM | 3.81% | $83M | 290.7K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 3.80% | $25M | 86.1K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 3.80% | $31M | 108.1K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 3.79% | $6M | 21.4K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 3.79% | $7M | 25.8K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 3.79% | $41M | 143.9K | Q1 2026OLDER |
| YCG, LLC$1.1B AUM | 3.77% | $42M | 145.1K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 3.76% | $8M | 33.5K | Q3 2025OLDER |
| Intellectus Partners, LLC$490M AUM | 3.76% | $18M | 64.2K | Q1 2026OLDER |
| NIGHTVIEW CAPITAL, LLC$131M AUM | 3.75% | $8M | 27.0K | Q4 2025OLDER |
| MILFORD FUNDS LTD$4.8B AUM | 3.75% | $179M | 623.9K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 3.74% | $5M | 16.4K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 3.73% | $49M | 170.3K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 3.73% | $12M | 43.4K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 3.73% | $27M | 93.1K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 3.73% | $5M | 16.6K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 3.73% | $4M | 14.0K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 3.72% | $21M | 73.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 3.72% | $23M | 81.6K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 3.72% | $45M | 155.7K | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 3.71% | $29M | 101.1K | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 3.70% | $8M | 27.9K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 3.70% | $32M | 112.8K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 3.68% | $36M | 127.1K | Q1 2026OLDER |
| Maestria Partners LLC$274M AUM | 3.67% | $13M | 40.0K | Q4 2025OLDER |
| Cumberland Partners Ltd$1.3B AUM | 3.67% | $48M | 168.6K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 3.66% | $5M | 18.5K | Q1 2026OLDER |
| ALLEN OPERATIONS LLC$670M AUM | 3.66% | $25M | 85.4K | Q1 2026OLDER |
| CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM | 3.65% | $11M | 38.2K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 3.64% | $32M | 110.4K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 3.64% | $58M | 202.1K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 3.63% | $36M | 127.1K | Q1 2026OLDER |
| Cache Advisors, LLC$866M AUM | 3.62% | $31M | 109.2K | Q1 2026OLDER |
| STF Management LP$107M AUM | 3.62% | $4M | 12.3K | Q4 2025OLDER |
| Iyo Bank, Ltd.$281M AUM | 3.60% | $10M | 35.3K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 3.60% | $887M | 3.09M | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 3.60% | $2.1B | 7.40M | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 3.60% | $8M | 28.9K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 3.58% | $50M | 173.3K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 3.57% | $507M | 1.77M | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 3.56% | $30M | 103.7K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 3.56% | $34M | 119.5K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 3.56% | $6M | 20.8K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 3.55% | $50M | 206.0K | Q3 2025OLDER |
| Finivi Inc.$195M AUM | 3.55% | $7M | 19.6K | Q2 2026 |
| ING GROEP NV$16.4B AUM | 3.54% | $579M | 2.02M | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 3.53% | $6M | 21.2K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 3.53% | $7M | 25.2K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 3.53% | $12M | 40.8K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 3.52% | $111M | 389.7K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 3.52% | $11M | 39.7K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 3.50% | $16M | 50.8K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 3.49% | $2.8B | 7.93M | Q2 2026 |
| LRZ CAPITAL LLC$200M AUM | 3.46% | $7M | 24.1K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 3.46% | $460M | 1.60M | Q1 2026OLDER |
| ITHAKA GROUP LLC$482M AUM | 3.45% | $17M | 58.0K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 3.45% | $12M | 41.3K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 3.45% | $4M | 12.6K | Q1 2026OLDER |
| Tsai Capital Corp$134M AUM | 3.45% | $5M | 16.2K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 3.44% | $164M | 573.0K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 3.44% | $17M | 57.9K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 3.43% | $7M | 23.1K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 3.42% | $7M | 25.3K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 3.41% | $6M | 21.2K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 3.41% | $23M | 65.5K | Q2 2026 |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 3.39% | $13M | 45.4K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 3.38% | $24M | 84.0K | Q1 2026OLDER |
| Permit Capital, LLC$294M AUM | 3.38% | $10M | 34.7K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 3.38% | $24M | 84.3K | Q1 2026OLDER |
| SOMA EQUITY PARTNERS LP$1.4B AUM | 3.36% | $46M | 158.9K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 3.36% | $9M | 25.1K | Q2 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 3.36% | $35M | 120.9K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 3.35% | $15M | 51.5K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 3.35% | $8M | 28.7K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 3.35% | $11M | 37.3K | Q1 2026OLDER |
| Franchise GP Ltd$272M AUM | 3.35% | $9M | 31.7K | Q1 2026OLDER |
| NRI Wealth Management LC$187M AUM | 3.34% | $6M | 25.7K | Q4 2025OLDER |
| Farmers National Bank$453M AUM | 3.33% | $15M | 52.7K | Q2 2026 |
| CTC LLC$217.2B AUM | 3.33% | $7.2B | 786.3K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 3.33% | $22M | 75.0K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 3.31% | $4M | 13.3K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 3.30% | $11M | 30.1K | Q2 2026 |
| Flavin Financial Services, Inc.$149M AUM | 3.29% | $5M | 17.1K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 3.29% | $8M | 23.4K | Q1 2026OLDER |
| Crake Asset Management LLP$2.9B AUM | 3.27% | $94M | 326.5K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 3.27% | $227M | 790.7K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 3.27% | $675M | 2.35M | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 3.26% | $121M | 426.1K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 3.26% | $3M | 12.0K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 3.25% | $5M | 17.8K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 3.25% | $7M | 22.9K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 3.25% | $6.8B | 23.78M | Q1 2026OLDER |
| JW Asset Management, LLC$244M AUM | 3.24% | $8M | 27.5K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 3.23% | $12M | 40.7K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 3.23% | $16M | 55.6K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 3.22% | $4M | 12.9K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 3.22% | $1.2B | 4.05M | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 3.22% | $13M | 46.4K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 3.21% | $5M | 16.5K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 3.21% | $6M | 21.3K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 3.20% | $4M | 13.3K | Q1 2026OLDER |
| CAT ROCK CAPITAL MANAGEMENT LP$644M AUM | 3.20% | $21M | 71.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 3.19% | $1.9B | 6.76M | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 3.18% | $13M | 44.9K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 3.17% | $15M | 52.1K | Q1 2026OLDER |
| ARMSTRONG HENRY H ASSOCIATES INC$1.0B AUM | 3.17% | $33M | 92.7K | Q2 2026 |
| Aberdeen Group plc$61.9B AUM | 3.16% | $2.0B | 6.82M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.