A4SAMERIPRISE FINL INC
CUSIP 03076C106 · Yahoo Finance ↗ · Google Finance ↗
Ameriprise Finl Inc (A4S) has 1,361 institutional holders in Filings Flow’s 13F database, together reporting 78.47M shares worth $33.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,361
Q1 2026
Reported Value
$33.4B
Ticker
A4S
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PhiloSmith Capital Corp$351M AUM | 6.19% | $22M | 48.9K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 4.98% | $9M | 19.7K | Q1 2026OLDER |
| LYRICAL ASSET MANAGEMENT LP$6.6B AUM | 4.53% | $297M | 668.3K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 3.46% | $17M | 38.1K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 2.68% | $5M | 10.5K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 2.64% | $5M | 10.2K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 2.61% | $3M | 7.3K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 2.43% | $21M | 46.7K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 2.06% | $983M | 2.21M | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 1.89% | $35M | 77.3K | Q2 2026 |
| Kerusso Capital Management LLC$200M AUM | 1.83% | $4M | 8.2K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.65% | $2M | 3.9K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 1.63% | $9M | 21.0K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.57% | $13M | 29.0K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 1.54% | $6M | 12.6K | Q3 2025OLDER |
| Aurora Investment Counsel$180M AUM | 1.52% | $3M | 5.9K | Q3 2025OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 1.51% | $20M | 45.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.51% | $2M | 3.8K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 1.42% | $7M | 16.0K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.20% | $10M | 23.2K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 1.13% | $24M | 54.5K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 1.11% | $2M | 4.6K | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.05% | $3M | 6.7K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 1.00% | $77M | 173.5K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 0.96% | $7M | 3.7K | Q2 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.96% | $31M | 70.4K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.95% | $4M | 9.7K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.95% | $1M | 2.6K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.95% | $15M | 33.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.95% | $50M | 112.6K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 0.94% | $2M | 3.2K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.93% | $1M | 3.2K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.92% | $12M | 26.0K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.89% | $88M | 197.0K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.87% | $4M | 9.7K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.86% | $49 | 100 | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.86% | $2M | 3.5K | Q3 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.86% | $1M | 2.7K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.84% | $2M | 5.0K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.83% | $11M | 25.0K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 0.82% | $9M | 19.4K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.82% | $4M | 9.8K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.81% | $31M | 68.4K | Q2 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.80% | $2M | 3.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.79% | $4M | 8.1K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.78% | $2M | 4.2K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.76% | $467M | 1.05M | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.75% | $6M | 14.3K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.75% | $2M | 4.8K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.75% | $15M | 33.9K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.75% | $2M | 4.0K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.71% | $117M | 263.7K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.70% | $491,741 | 1.0K | Q3 2025OLDER |
| Eley Financial Management, Inc$277M AUM | 0.69% | $2M | 4.3K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.69% | $55M | 124.6K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.69% | $35M | 79.3K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.68% | $3M | 7.6K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.66% | $12M | 25.9K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.63% | $1M | 2.3K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.62% | $25M | 56.5K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.61% | $13M | 29.3K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.61% | $922,566 | 2.0K | Q2 2026 |
| WealthTrust Asset Management, LLC$167M AUM | 0.59% | $983,013 | 2.2K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.58% | $2M | 4.9K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.58% | $2M | 3.4K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.56% | $6M | 13.2K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.56% | $1M | 2.5K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.55% | $968,951 | 2.2K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.55% | $661,712 | 1.5K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.55% | $7M | 16.2K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.54% | $4M | 8.5K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.54% | $17M | 37.7K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.54% | $514M | 1.16M | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.53% | $20M | 45.4K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.53% | $29M | 64.5K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.52% | $2M | 4.8K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.51% | $20M | 45.9K | Q1 2026OLDER |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 0.50% | $33M | 74.5K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.50% | $2M | 5.0K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.50% | $2M | 3.5K | Q3 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.50% | $9M | 20.0K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.50% | $527,947 | 1.2K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.50% | $1M | 2.3K | Q3 2025OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.49% | $2M | 3.7K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.49% | $41M | 91.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.48% | $2M | 4.9K | Q2 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.47% | $2M | 4.3K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.46% | $2M | 5.3K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.46% | $5M | 12.2K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.46% | $15M | 32.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.46% | $11M | 25.1K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.45% | $7M | 15.0K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.45% | $2M | 5.2K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.45% | $115M | 235.3K | Q4 2025OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.45% | $3M | 6.8K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.45% | $489,728 | 1.1K | Q1 2026OLDER |
| IBEX INVESTORS LLC$152M AUM | 0.44% | $666,600 | 1.5K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.44% | $113M | 255.4K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 0.44% | $10M | 21.8K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.44% | $1M | 3.1K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.42% | $2M | 3.7K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.42% | $2M | 4.3K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.41% | $3M | 7.9K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.41% | $3M | 6.0K | Q4 2025OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.41% | $1M | 2.6K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.41% | $3M | 7.2K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.39% | $586,608 | 1.3K | Q1 2026OLDER |
| Dean Capital Management$241M AUM | 0.39% | $912,032 | 1.9K | Q4 2025OLDER |
| ROI Financial Advisors, LLC$167M AUM | 0.38% | $639,573 | 1.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.38% | $3M | 7.6K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.38% | $14M | 30.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.37% | $2M | 3.7K | Q3 2025OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.37% | $2M | 4.7K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.37% | $16M | 35.7K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.37% | $258M | 579.8K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.36% | $2M | 4.2K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.36% | $755,577 | 1.6K | Q2 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 0.35% | $9M | 20.4K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.35% | $404,476 | 825 | Q4 2025OLDER |
| Family Manage LLC$834M AUM | 0.35% | $3M | 6.5K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.35% | $468,959 | 1.0K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.34% | $23M | 51.4K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.34% | $3M | 7.4K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.34% | $1M | 2.8K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.34% | $929,685 | 2.1K | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.33% | $7M | 14.9K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.32% | $1M | 2.5K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.32% | $435,912 | 889 | Q4 2025OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.32% | $3M | 7.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.32% | $2M | 3.5K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.32% | $3M | 7.4K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.32% | $2M | 4.5K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.32% | $3M | 6.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.31% | $3M | 6.0K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.31% | $444,845 | 1.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.31% | $136M | 305.3K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.31% | $14M | 31.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.31% | $437M | 983.1K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 0.31% | $449,311 | 1.0K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.30% | $8M | 17.4K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.30% | $553,350 | 1.1K | Q4 2025OLDER |
| Pointe Capital Management LLC$202M AUM | 0.30% | $609,717 | 1.4K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.30% | $1M | 2.4K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.30% | $653M | 1.48M | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.29% | $9M | 19.8K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 0.29% | $569,748 | 1.2K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.29% | $4M | 10.1K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.29% | $2M | 3.9K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 0.29% | $426,624 | 960 | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.29% | $495,926 | 1.1K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.29% | $1M | 2.7K | Q4 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.29% | $3M | 6.6K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.28% | $2M | 4.9K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.28% | $26M | 60.1K | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 0.28% | $9M | 21.4K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.28% | $1M | 2.4K | Q2 2026 |
| Montecito Bank & Trust$607M AUM | 0.27% | $2M | 3.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.27% | $415,514 | 935 | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.27% | $2M | 3.7K | Q2 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.27% | $2M | 5.5K | Q1 2026OLDER |
| Prentice Wealth Management LLC$443M AUM | 0.27% | $1M | 2.7K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.26% | $466,620 | 1.1K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.26% | $97M | 198.4K | Q3 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.26% | $3M | 6.2K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.26% | $4M | 9.1K | Q4 2025OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.26% | $4M | 9.5K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 0.26% | $385,295 | 867 | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.26% | $19M | 42.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.25% | $140M | 316.0K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.25% | $5M | 10.1K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.25% | $1M | 2.6K | Q3 2025OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.25% | $543,079 | 1.0K | Q4 2025OLDER |
| NDVR, Inc.$121M AUM | 0.25% | $294,750 | 600 | Q3 2025OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.24% | $33M | 67.0K | Q3 2025OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.24% | $907,909 | 2.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.24% | $13M | 28.6K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.24% | $33M | 75.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.24% | $551,500 | 1.2K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.24% | $718,251 | 1.6K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 0.24% | $511,060 | 1.1K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 0.24% | $452,844 | 1.0K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.24% | $1M | 2.9K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.24% | $144M | 325.1K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.24% | $614,482 | 1.3K | Q4 2025OLDER |
| Numerai GP LLC$997M AUM | 0.24% | $2M | 5.3K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.24% | $2M | 4.1K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.23% | $3M | 5.9K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 0.23% | $9M | 21.3K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.23% | $795,476 | 1.8K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.23% | $788,456 | 1.6K | Q3 2025OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.23% | $731,038 | 1.6K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.23% | $2M | 5.3K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.22% | $455,066 | 1.0K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.22% | $260,418 | 586 | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.22% | $2M | 3.4K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.22% | $571,999 | 1.3K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.21% | $7M | 15.7K | Q1 2026OLDER |
| Illumine Investment Management, LLC$130M AUM | 0.21% | $276,417 | 622 | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.21% | $622,160 | 1.4K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.21% | $335,883 | 685 | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.21% | $654,706 | 1.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.21% | $1M | 2.9K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.21% | $479,952 | 1.1K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.21% | $8M | 17.9K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.20% | $3M | 6.9K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.20% | $1M | 3.1K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.20% | $713,706 | 1.6K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.20% | $213,298 | 435 | Q4 2025OLDER |
| 111 Capital$406M AUM | 0.20% | $824,806 | 1.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.20% | $6M | 13.9K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.20% | $929,975 | 2.1K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.20% | $1M | 3.2K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.20% | $2M | 4.6K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.20% | $50M | 112.5K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.20% | $124M | 280.0K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.20% | $567,943 | 1.3K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.20% | $3M | 7.0K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.20% | $65M | 147.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.20% | $5M | 10.6K | Q3 2025OLDER |
| waypoint wealth counsel$193M AUM | 0.19% | $373,742 | 841 | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.19% | $9M | 20.1K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.19% | $16M | 35.4K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.19% | $214,201 | 482 | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.19% | $324,225 | 660 | Q3 2025OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.19% | $444,400 | 1.0K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.19% | $454,177 | 1.0K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.19% | $707,877 | 1.6K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.19% | $323,426 | 705 | Q2 2026 |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.19% | $430,624 | 969 | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.18% | $452,018 | 1.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.18% | $3M | 7.5K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.18% | $212,361 | 433 | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.18% | $27M | 55.5K | Q4 2025OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.18% | $2M | 4.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.18% | $25M | 57.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.18% | $717,814 | 1.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.18% | $666M | 1.50M | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.18% | $2M | 4.0K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.18% | $624,706 | 1.3K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.18% | $1M | 2.3K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.18% | $45M | 100.4K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.17% | $304,858 | 686 | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.17% | $1M | 2.3K | Q3 2025OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.17% | $10M | 22.7K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.17% | $267,973 | 603 | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.17% | $1M | 2.1K | Q4 2025OLDER |
| Clayton Financial Group LLC$195M AUM | 0.17% | $328,412 | 739 | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.17% | $396,849 | 893 | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.17% | $276,061 | 563 | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.17% | $3M | 5.8K | Q4 2025OLDER |
| Accel Wealth Management$383M AUM | 0.17% | $642,859 | 1.4K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.17% | $946,572 | 2.1K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.17% | $376,407 | 847 | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.16% | $836,030 | 1.7K | Q4 2025OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.16% | $1M | 2.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.16% | $96M | 195.5K | Q4 2025OLDER |
| Michels Family Financial, LLC$139M AUM | 0.16% | $223,170 | 502 | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.16% | $232,506 | 473 | Q3 2025OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.16% | $577,720 | 1.3K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.16% | $11M | 23.7K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.16% | $821,251 | 1.8K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 0.16% | $448,844 | 1.0K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.16% | $345,299 | 777 | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.16% | $11M | 25.6K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.15% | $1M | 2.5K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.15% | $2M | 4.3K | Q4 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.15% | $5M | 11.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.15% | $3M | 7.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.15% | $86M | 193.0K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.15% | $472,842 | 1.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.15% | $160M | 359.2K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.15% | $355,520 | 800 | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 0.15% | $276,861 | 623 | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.14% | $178M | 400.6K | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.14% | $29M | 58.8K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 0.14% | $992,363 | 2.2K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.14% | $3M | 6.5K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.14% | $342,632 | 771 | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.14% | $3M | 5.3K | Q4 2025OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.14% | $616,383 | 1.4K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.14% | $205,943 | 420 | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.14% | $273M | 613.8K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.14% | $343,077 | 772 | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.14% | $277,560 | 588 | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.14% | $189,685 | 387 | Q4 2025OLDER |
| North Capital, Inc.$118M AUM | 0.14% | $178,815 | 364 | Q3 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.14% | $8M | 18.9K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.14% | $899,021 | 2.0K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.14% | $451,955 | 1.0K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.14% | $3M | 6.0K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.14% | $2M | 3.9K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.14% | $204,962 | 418 | Q4 2025OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.14% | $16M | 36.2K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.13% | $12M | 26.7K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.13% | $338,633 | 762 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.13% | $403M | 907.5K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.13% | $303,273 | 638 | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.13% | $244,678 | 551 | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.13% | $277,743 | 625 | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.13% | $540,002 | 1.2K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.13% | $229,257 | 516 | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 0.13% | $256,419 | 577 | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.13% | $3M | 7.7K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.13% | $565,406 | 1.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.13% | $892,356 | 2.0K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.13% | $8M | 17.2K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.13% | $520,234 | 1.1K | Q3 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.13% | $1M | 3.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.13% | $305M | 685.8K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.13% | $448,209 | 977 | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.13% | $27M | 61.2K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.13% | $771,077 | 1.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.13% | $898,853 | 2.0K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.13% | $51M | 114.6K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.12% | $454,177 | 1.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.12% | $238M | 535.9K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.12% | $14M | 27.9K | Q2 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.12% | $228,866 | 515 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.12% | $2.3B | 5.25M | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.12% | $2M | 5.2K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.12% | $1M | 2.9K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.12% | $1M | 2.7K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.12% | $399,137 | 814 | Q4 2025OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.12% | $2M | 4.1K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.12% | $691,854 | 1.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.12% | $90M | 202.2K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.12% | $220,653 | 450 | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.12% | $808,609 | 1.6K | Q3 2025OLDER |
| Swedbank AB$95.1B AUM | 0.12% | $114M | 256.8K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.12% | $533,280 | 1.2K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.12% | $6M | 14.4K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.12% | $1M | 2.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.12% | $404,404 | 910 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.12% | $106M | 239.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.12% | $736,405 | 1.7K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.12% | $257,429 | 525 | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.12% | $28M | 62.4K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.11% | $99M | 222.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.11% | $7M | 16.4K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.11% | $3M | 6.4K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.11% | $2M | 5.3K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.11% | $6M | 13.0K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.11% | $5M | 11.0K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.11% | $239,087 | 538 | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.11% | $232,637 | 474 | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.11% | $222,200 | 500 | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.11% | $390,864 | 852 | Q2 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.11% | $524,260 | 1.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.11% | $4M | 8.3K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.11% | $696,282 | 1.4K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.11% | $88M | 191.5K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.11% | $6M | 11.3K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 0.11% | $364,813 | 744 | Q4 2025OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.11% | $312,347 | 637 | Q4 2025OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.11% | $260,301 | 563 | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.11% | $407,251 | 916 | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.11% | $936,521 | 2.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.11% | $17M | 37.7K | Q2 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.11% | $211,090 | 475 | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.11% | $322,634 | 726 | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.11% | $277,750 | 625 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.11% | $7M | 14.9K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.11% | $416,847 | 938 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.11% | $6M | 13.7K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.11% | $480,396 | 1.1K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.10% | $541,849 | 1.1K | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.10% | $61M | 136.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.10% | $2M | 4.2K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.10% | $2M | 5.3K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.10% | $3M | 6.7K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.10% | $7M | 14.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $8M | 16.9K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.10% | $3M | 6.7K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.10% | $3M | 5.3K | Q3 2025OLDER |
| Alpha Family Trust$206M AUM | 0.10% | $208,868 | 470 | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.10% | $6M | 12.9K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.10% | $64M | 145.0K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.10% | $828,397 | 1.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.10% | $173M | 388.5K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.10% | $8M | 17.5K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.10% | $175,580 | 358 | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.10% | $16M | 33.4K | Q4 2025OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 0.10% | $706,596 | 1.6K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.10% | $773,304 | 1.6K | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.10% | $40M | 90.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.10% | $10M | 22.1K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.10% | $2M | 5.3K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.10% | $8M | 17.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.09% | $455M | 1.02M | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.09% | $3M | 6.7K | Q2 2026 |
| McLean Asset Management Corp$572M AUM | 0.09% | $534,798 | 1.2K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.09% | $252,777 | 551 | Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.09% | $333,300 | 750 | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.09% | $10M | 22.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.09% | $56M | 125.0K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.09% | $19M | 41.9K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.09% | $437,734 | 985 | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.09% | $250,197 | 563 | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.09% | $2M | 3.5K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.09% | $349,115 | 786 | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 0.09% | $517,726 | 1.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $411,523 | 839 | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.09% | $278,194 | 626 | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.09% | $428,936 | 965 | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.09% | $3M | 7.2K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.09% | $136M | 305.9K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.09% | $209,866 | 428 | Q4 2025OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.09% | $208,395 | 425 | Q4 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.09% | $3M | 6.5K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.09% | $218,692 | 446 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.09% | $6.0B | 12.26M | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 8.4K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.09% | $251,544 | 513 | Q4 2025OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.09% | $559,944 | 1.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.09% | $2M | 3.4K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.09% | $952,675 | 2.1K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.09% | $3M | 7.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.09% | $6M | 14.4K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.09% | $2M | 5.3K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.08% | $895,022 | 2.0K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 0.08% | $319,968 | 720 | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.08% | $783,922 | 1.8K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.08% | $572,074 | 1.2K | Q2 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.08% | $645,274 | 1.5K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.08% | $2M | 3.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.08% | $265,327 | 555 | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.08% | $289,304 | 651 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.08% | $208,688 | 391 | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.08% | $310,191 | 698 | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.08% | $371,518 | 836 | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.08% | $6M | 16.2K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.08% | $1M | 2.8K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.08% | $332,541 | 748 | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.08% | $2M | 4.0K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.08% | $359,910 | 734 | Q4 2025OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.08% | $542,168 | 1.2K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.08% | $2M | 4.4K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.08% | $205,757 | 463 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $46M | 102.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.08% | $2M | 4.7K | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.08% | $17M | 33.9K | Q3 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.08% | $1M | 2.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.08% | $2M | 4.0K | Q3 2025OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.08% | $449,333 | 1.0K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.08% | $15M | 32.9K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.08% | $2M | 4.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.08% | $1.3B | 2.87M | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.08% | $257,752 | 580 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.08% | $11M | 25.0K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.08% | $279,528 | 629 | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.08% | $817,459 | 1.8K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.08% | $3M | 5.3K | Q4 2025OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.08% | $955,669 | 2.8K | Q3 2025OLDER |
| Core Alternative Capital$339M AUM | 0.08% | $264,862 | 596 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.08% | $518M | 1.17M | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.08% | $365,073 | 764 | Q1 2026OLDER |
| Alta Advisers Ltd$276M AUM | 0.08% | $253,485 | 516 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.08% | $16M | 35.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.08% | $966,113 | 2.2K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.08% | $9M | 20.8K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.08% | $292,332 | 658 | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.08% | $268,714 | 547 | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.08% | $2M | 3.6K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.08% | $21M | 46.4K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.08% | $1M | 2.5K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.08% | $193,758 | 436 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.08% | $15M | 34.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.08% | $88M | 198.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.08% | $35M | 78.1K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.08% | $21M | 47.7K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.07% | $21M | 46.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.07% | $649M | 1.46M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.07% | $124M | 278.6K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.07% | $1M | 3.0K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.07% | $86,658 | 195 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.07% | $10M | 23.6K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.07% | $2M | 3.5K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.07% | $2M | 3.5K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.07% | $10M | 23.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.07% | $353M | 794.4K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.07% | $2M | 5.2K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.07% | $244,864 | 551 | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 0.07% | $490,340 | 1.0K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.07% | $3M | 6.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.07% | $128,876 | 290 | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.07% | $1M | 2.5K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.07% | $230,879 | 520 | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.07% | $111,873 | 256 | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.07% | $35M | 78.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $619,049 | 1.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.07% | $3M | 7.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.07% | $146,652 | 330 | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.07% | $254,197 | 572 | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.07% | $13M | 29.1K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.07% | $14M | 30.4K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 0.07% | $276,632 | 603 | Q2 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.07% | $105,619 | 215 | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.07% | $2.0B | 4.59M | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.07% | $211,979 | 477 | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.07% | $503,505 | 1.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.