BLKBLACKROCK INC
CUSIP 09290D101 · Yahoo Finance ↗ · Google Finance ↗
Blackrock Inc (BLK) has 2,256 institutional holders in Filings Flow’s 13F database, together reporting 117.37M shares worth $111.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,256
Q1 2026
Reported Value
$111.2B
Ticker
BLK
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Parkside Financial Bank & Trust$1.3B AUM | 18.16% | $237M | 246.5K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 16.82% | $5.1B | 5.33M | Q1 2026OLDER |
| PB INVESTMENT PARTNERS, L.P.$127M AUM | 14.29% | $18M | 18.9K | Q1 2026OLDER |
| ValueAct Holdings, L.P.$5.7B AUM | 9.19% | $525M | 546.1K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 7.99% | $36M | 33.4K | Q4 2025OLDER |
| Unisphere Establishment$11.9B AUM | 7.38% | $877M | 911.7K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 7.11% | $234M | 243.1K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 4.80% | $48M | 50.3K | Q1 2026OLDER |
| Tenere Capital LLC$136M AUM | 4.62% | $6M | 6.6K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.33% | $20M | 18.7K | Q4 2025OLDER |
| Laurion Capital Management LP$2.3B AUM | 4.09% | $238M | 204.0K | Q3 2025OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 3.99% | $35M | 36.0K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 3.86% | $14M | 13.7K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 3.85% | $13M | 13.4K | Q1 2026OLDER |
| Spinecap SAS$272M AUM | 3.65% | $10M | 10.3K | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 3.39% | $19M | 19.7K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 3.27% | $190M | 198.0K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 3.27% | $155M | 161.1K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 3.15% | $114M | 105.1K | Q4 2025OLDER |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 2.96% | $17M | 17.3K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 2.92% | $36M | 37.3K | Q1 2026OLDER |
| CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM | 2.90% | $436M | 453.3K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 2.88% | $11M | 10.1K | Q4 2025OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.86% | $63M | 58.7K | Q4 2025OLDER |
| Sitrin Capital Management LLC$200M AUM | 2.86% | $6M | 5.9K | Q1 2026OLDER |
| PRENTISS SMITH & CO INC$172M AUM | 2.85% | $5M | 5.1K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 2.85% | $4M | 4.0K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 2.75% | $10M | 9.9K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 2.70% | $231M | 239.9K | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 2.65% | $289M | 300.3K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.62% | $5M | 5.1K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 2.57% | $15M | 15.9K | Q2 2026 |
| SAMLYN CAPITAL, LLC$5.9B AUM | 2.50% | $147M | 152.6K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 2.47% | $16M | 17.0K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 2.41% | $4M | 4.0K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 2.40% | $65M | 67.4K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 2.39% | $7M | 7.8K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 2.37% | $8M | 7.9K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 2.34% | $380M | 395.6K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 2.31% | $8M | 8.0K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 2.28% | $19M | 19.5K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 2.27% | $9M | 9.7K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 2.21% | $6M | 5.0K | Q3 2025OLDER |
| Miramar Capital, LLC$449M AUM | 2.18% | $10M | 10.2K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 2.16% | $4M | 3.7K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 2.14% | $14M | 14.8K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 2.09% | $2M | 2.4K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.04% | $18M | 18.6K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 2.02% | $10M | 10.5K | Q2 2026 |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.98% | $3M | 2.8K | Q4 2025OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.98% | $7M | 6.8K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 1.97% | $2M | 2.2K | Q4 2025OLDER |
| Midway Capital Research & Management$106M AUM | 1.94% | $2M | 2.1K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 1.94% | $22M | 23.1K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 1.93% | $18M | 18.4K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 1.92% | $3M | 2.9K | Q2 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 1.88% | $26M | 27.2K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 1.88% | $722M | 619.5K | Q3 2025OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 1.85% | $10M | 10.9K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 1.85% | $6M | 5.4K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 1.84% | $2M | 1.8K | Q4 2025OLDER |
| U S WEALTH GROUP, LLC.$152M AUM | 1.84% | $3M | 2.6K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 1.83% | $7M | 7.8K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 1.82% | $6M | 5.6K | Q4 2025OLDER |
| LS Investment Advisors, LLC$668M AUM | 1.80% | $12M | 12.5K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 1.77% | $212M | 220.2K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.73% | $17M | 17.5K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 1.71% | $3M | 3.0K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 1.71% | $7M | 7.8K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 1.70% | $24M | 22.9K | Q3 2025OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 1.68% | $111M | 115.8K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 1.68% | $4M | 4.0K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 1.64% | $4M | 3.3K | Q4 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.61% | $10M | 10.0K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 1.61% | $102M | 106.2K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.59% | $5M | 5.3K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.58% | $3M | 3.1K | Q4 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 1.57% | $3M | 2.9K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.57% | $5M | 5.1K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 1.57% | $612M | 636.7K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 1.56% | $24M | 25.2K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.56% | $3M | 3.4K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.56% | $2M | 2.2K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 1.53% | $3M | 3.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 1.53% | $3M | 3.3K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.51% | $12M | 57.2K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.50% | $18M | 18.7K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 1.48% | $2M | 2.2K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 1.47% | $7M | 7.4K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 1.46% | $103M | 107.4K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.44% | $8M | 8.7K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 1.43% | $19M | 20.1K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 1.42% | $2M | 2.5K | Q2 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.40% | $18M | 18.5K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 1.39% | $5M | 4.8K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.39% | $9M | 9.5K | Q2 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 1.37% | $47M | 48.4K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 1.36% | $4M | 3.9K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 1.36% | $7M | 7.0K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 1.34% | $4M | 3.8K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.34% | $4M | 3.7K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.34% | $66M | 69.0K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.30% | $19M | 19.3K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 1.30% | $1M | 1.4K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 1.30% | $2M | 2.2K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.29% | $5M | 4.8K | Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.28% | $12M | 12.1K | Q1 2026OLDER |
| Hudson Canyon Capital Management$163M AUM | 1.28% | $2M | 2.2K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 1.27% | $2M | 2.1K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.26% | $152M | 158.4K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 1.25% | $7M | 7.0K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.24% | $30M | 27.8K | Q4 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 1.24% | $12M | 12.4K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.24% | $15M | 15.3K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 1.24% | $72M | 75.2K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 1.23% | $31M | 32.7K | Q2 2026 |
| American Money Management, LLC$632M AUM | 1.23% | $8M | 8.1K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 1.22% | $2M | 1.7K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.22% | $37M | 38.1K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.21% | $2M | 2.0K | Q4 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 1.21% | $16M | 16.7K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 1.21% | $1M | 1.3K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 1.21% | $10M | 10.6K | Q1 2026OLDER |
| Farrow Financial, Inc.$176M AUM | 1.20% | $2M | 2.2K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 1.20% | $9M | 9.7K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.20% | $10M | 10.4K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 1.20% | $3M | 3.0K | Q2 2026 |
| Palisade Asset Management, LLC$996M AUM | 1.19% | $12M | 12.3K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 1.17% | $10M | 10.8K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 1.17% | $88M | 105.6K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 1.14% | $2M | 1.8K | Q2 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 1.14% | $3M | 2.6K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 1.13% | $2M | 2.0K | Q4 2025OLDER |
| Red Spruce Capital, LLC$287M AUM | 1.12% | $3M | 3.4K | Q2 2026 |
| Security National Bank$838M AUM | 1.12% | $9M | 9.8K | Q2 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 1.12% | $7M | 6.8K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 1.11% | $13M | 13.9K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.11% | $28M | 28.9K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.10% | $2M | 2.1K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 1.10% | $2M | 1.6K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.09% | $2M | 2.3K | Q4 2025OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 1.09% | $1M | 1.3K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 1.09% | $2M | 2.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 1.08% | $3M | 3.3K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 1.08% | $6M | 5.3K | Q4 2025OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 1.07% | $7M | 6.1K | Q3 2025OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 1.07% | $4M | 4.3K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 1.07% | $133M | 138.4K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.05% | $27M | 27.7K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 1.04% | $2M | 2.2K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 1.04% | $49M | 42.2K | Q3 2025OLDER |
| BOCHK Asset Management Ltd$483M AUM | 1.03% | $5M | 5.2K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 1.03% | $2M | 2.3K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 1.03% | $3M | 3.2K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.03% | $11M | 11.9K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.03% | $33M | 34.3K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 1.01% | $75M | 77.8K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 1.01% | $2M | 1.8K | Q4 2025OLDER |
| BSN Capital Partners Ltd$1.8B AUM | 1.01% | $21M | 20.0K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 1.01% | $11M | 11.1K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 1.00% | $3M | 2.8K | Q2 2026 |
| Stamos Capital Partners, L.P.$640M AUM | 1.00% | $6M | 6.6K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.98% | $3M | 3.6K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.98% | $154M | 160.6K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 0.97% | $96M | 82.2K | Q3 2025OLDER |
| River Wealth Advisors LLC$871M AUM | 0.97% | $8M | 8.8K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.95% | $8M | 8.1K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.95% | $17M | 17.6K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.95% | $20M | 20.9K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.95% | $22M | 22.4K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.95% | $26M | 24.6K | Q4 2025OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.94% | $11M | 11.3K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.94% | $1M | 1.4K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.94% | $6M | 5.9K | Q2 2026 |
| Salvus Wealth Management, LLC$172M AUM | 0.93% | $2M | 1.7K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.93% | $4M | 3.6K | Q3 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.92% | $1M | 1.4K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.92% | $35M | 36.3K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.92% | $8M | 8.2K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.92% | $11M | 11.1K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.90% | $1M | 1.4K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.90% | $2M | 2.1K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.88% | $4M | 4.2K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.87% | $3M | 3.0K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.87% | $8M | 8.1K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.87% | $6M | 5.8K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 0.86% | $1M | 1.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.86% | $7M | 6.8K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.85% | $23M | 24.0K | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM | 0.84% | $15M | 15.3K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.84% | $4M | 4.1K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.84% | $11M | 11.0K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.84% | $3M | 3.5K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.84% | $4M | 4.1K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.84% | $3M | 3.0K | Q2 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.83% | $4M | 4.1K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.83% | $2M | 2.2K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.82% | $19M | 19.8K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.82% | $991,216 | 1.0K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.82% | $9M | 9.2K | Q2 2026 |
| DMC Group, LLC$148M AUM | 0.82% | $1M | 1.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.81% | $18M | 18.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.81% | $12M | 11.1K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.81% | $3M | 3.3K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.81% | $10M | 10.5K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.80% | $11M | 11.6K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.80% | $26M | 27.3K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.80% | $42M | 43.7K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 0.80% | $74M | 76.3K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.79% | $23M | 24.4K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.79% | $53M | 55.2K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.79% | $18M | 18.9K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.79% | $5M | 5.5K | Q2 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.79% | $7M | 7.3K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.79% | $5M | 5.6K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.78% | $3M | 3.2K | Q2 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.78% | $40M | 43.2K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.77% | $22M | 22.7K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.77% | $11M | 11.9K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.76% | $4M | 4.6K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.76% | $760,713 | 791 | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.75% | $905,881 | 777 | Q3 2025OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.75% | $2M | 1.8K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.75% | $7M | 7.4K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.75% | $2M | 2.2K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.75% | $2M | 1.9K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.75% | $913,451 | 950 | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.75% | $2M | 1.7K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.74% | $2M | 2.5K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.74% | $28M | 29.1K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.74% | $998,627 | 933 | Q4 2025OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.73% | $2M | 2.5K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.73% | $3M | 3.1K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.72% | $5M | 5.4K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 0.72% | $2M | 2.0K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.72% | $10M | 10.2K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.72% | $24M | 22.3K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.72% | $2M | 1.7K | Q3 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.72% | $6M | 6.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.71% | $832,140 | 865 | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.71% | $3M | 2.7K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.71% | $1M | 1.2K | Q3 2025OLDER |
| Beacon Bank & Trust$518M AUM | 0.71% | $4M | 3.8K | Q2 2026 |
| Eschler Asset Management LLP$100M AUM | 0.71% | $707,819 | 736 | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.70% | $57M | 59.7K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.69% | $3M | 2.9K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.69% | $2M | 1.3K | Q3 2025OLDER |
| Impact Capital Partners LLC$367M AUM | 0.69% | $3M | 2.6K | Q2 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.69% | $1M | 1.2K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.69% | $4.4B | 4.61M | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.68% | $2M | 2.0K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.68% | $907,854 | 944 | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.68% | $4M | 4.1K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.68% | $1M | 1.0K | Q2 2026 |
| Blue Fin Capital, Inc.$610M AUM | 0.67% | $4M | 4.3K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.67% | $4M | 3.7K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.67% | $2M | 2.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.66% | $11M | 11.2K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.66% | $51M | 53.0K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 0.66% | $5M | 5.6K | Q2 2026 |
| McHugh Group, LLC$169M AUM | 0.66% | $1M | 1.2K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.66% | $5M | 4.8K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.66% | $2M | 1.6K | Q3 2025OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.66% | $1M | 1.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.66% | $43M | 44.6K | Q2 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.65% | $3.5B | 3.64M | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.65% | $4M | 4.1K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.65% | $4M | 3.8K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.65% | $2M | 1.6K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 0.64% | $1M | 1.5K | Q2 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.64% | $54M | 55.9K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.64% | $6M | 6.3K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.64% | $7M | 7.1K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.64% | $4M | 3.7K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.63% | $2M | 2.0K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.63% | $15M | 15.9K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 0.63% | $849,190 | 883 | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.63% | $5M | 5.6K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.63% | $2M | 1.8K | Q4 2025OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.63% | $726,091 | 755 | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.63% | $2M | 1.8K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.62% | $3M | 3.5K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.62% | $2M | 2.3K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.62% | $20M | 18.6K | Q4 2025OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.61% | $1M | 1.0K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.61% | $8M | 8.7K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.61% | $2M | 2.0K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.61% | $26M | 21.9K | Q3 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.61% | $20M | 20.2K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.60% | $3M | 3.1K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.60% | $903,046 | 939 | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.60% | $51M | 52.7K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.60% | $8M | 8.5K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.60% | $5M | 4.8K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.60% | $5M | 5.0K | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 0.60% | $589,757 | 551 | Q4 2025OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 0.60% | $621,495 | 581 | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.60% | $3M | 2.5K | Q4 2025OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.60% | $10M | 10.5K | Q1 2026OLDER |
| Warm Springs Advisors Inc.$118M AUM | 0.59% | $699,163 | 727 | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.59% | $3M | 3.0K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.59% | $26M | 26.7K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.59% | $17M | 18.1K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.59% | $4M | 4.3K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.58% | $1M | 1.2K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.58% | $2M | 1.9K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.58% | $2M | 2.6K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.58% | $1.7B | 1.78M | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.58% | $13M | 13.8K | Q2 2026 |
| Roxbury Financial LLC$126M AUM | 0.58% | $734,183 | 764 | Q2 2026 |
| Wellington Shields Capital Management, LLC$666M AUM | 0.58% | $4M | 4.0K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.58% | $3M | 3.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.58% | $3M | 2.7K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.57% | $16M | 16.6K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.57% | $2M | 1.9K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.57% | $2M | 2.1K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.57% | $3M | 3.4K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 0.57% | $779,947 | 811 | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.57% | $703,972 | 732 | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.57% | $37M | 38.9K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.57% | $3M | 3.6K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.56% | $5M | 5.7K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 0.56% | $28M | 28.8K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.56% | $7M | 7.0K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.56% | $4M | 4.0K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.55% | $2M | 1.6K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.55% | $4M | 3.9K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.54% | $111M | 115.6K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.54% | $1M | 1.5K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 0.54% | $2M | 1.9K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.54% | $577,026 | 600 | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.54% | $4M | 3.8K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.54% | $3M | 3.4K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.54% | $3M | 3.6K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.54% | $8M | 8.1K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 0.53% | $680,672 | 636 | Q4 2025OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.53% | $2M | 1.7K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.53% | $2M | 1.6K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.53% | $3M | 3.0K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.53% | $1M | 1.1K | Q4 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.53% | $6M | 6.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.52% | $2.1B | 2.23M | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.52% | $2M | 1.9K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.52% | $37M | 38.9K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.52% | $1M | 1.1K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.52% | $11M | 11.2K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.52% | $29M | 30.4K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.52% | $7M | 7.4K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.52% | $10M | 10.8K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.52% | $4M | 4.6K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 0.52% | $755,904 | 786 | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.52% | $8M | 8.8K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.52% | $687,426 | 642 | Q4 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.51% | $2M | 1.6K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.51% | $534,881 | 556 | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.51% | $1M | 1.4K | Q2 2026 |
| Fire Capital Management LLC$214M AUM | 0.51% | $1M | 1.1K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.51% | $1M | 1.4K | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 0.50% | $1M | 1.1K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.50% | $1M | 1.2K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.50% | $30M | 30.7K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 0.50% | $1M | 1.0K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.50% | $627,997 | 653 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.50% | $39M | 40.5K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.50% | $7M | 6.2K | Q4 2025OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.50% | $759,632 | 790 | Q2 2026 |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.50% | $2M | 2.6K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.50% | $8M | 8.3K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.49% | $1M | 1.1K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.49% | $2M | 2.2K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.49% | $1M | 1.5K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.49% | $5M | 5.0K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.49% | $76M | 78.8K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.49% | $2M | 2.3K | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.49% | $15M | 15.3K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.49% | $1M | 1.1K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.49% | $24M | 25.1K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.48% | $959,041 | 997 | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.48% | $22M | 23.2K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.48% | $5M | 4.9K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.48% | $1M | 1.5K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.48% | $2M | 2.3K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 0.48% | $14M | 14.9K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.48% | $1M | 1.2K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.47% | $3M | 2.9K | Q2 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.47% | $9M | 8.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.47% | $7M | 7.0K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.47% | $5M | 4.9K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.47% | $2M | 2.4K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.47% | $2M | 2.5K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.47% | $4M | 3.7K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.47% | $277M | 258.8K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.47% | $137M | 142.2K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.47% | $4M | 4.5K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.47% | $4M | 3.9K | Q2 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.46% | $7M | 7.1K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.46% | $4M | 4.1K | Q2 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.46% | $2M | 2.2K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 0.46% | $5M | 5.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.46% | $816,492 | 849 | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.46% | $1M | 1.4K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.46% | $734,341 | 764 | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.46% | $2M | 2.3K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.45% | $2M | 1.9K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.45% | $5M | 5.0K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.45% | $1M | 1.2K | Q3 2025OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.45% | $775,018 | 806 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.45% | $2.4B | 2.48M | Q2 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.45% | $108M | 112.8K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.44% | $10M | 10.4K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.44% | $1M | 1.1K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.44% | $8M | 8.7K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.44% | $7M | 7.5K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.44% | $5M | 5.2K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.44% | $4M | 3.9K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.44% | $6M | 6.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.44% | $14M | 14.9K | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.44% | $6M | 6.4K | Q2 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.44% | $25M | 26.2K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.44% | $58M | 50.1K | Q3 2025OLDER |
| Scott & Selber, Inc.$474M AUM | 0.44% | $2M | 2.1K | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.43% | $90M | 77.2K | Q3 2025OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.43% | $2M | 2.3K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.43% | $575,262 | 532 | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.43% | $4M | 4.6K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.43% | $7M | 6.5K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.43% | $495,281 | 515 | Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.43% | $9M | 9.7K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.43% | $4M | 4.3K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.43% | $109M | 107.4K | Q2 2026 |
| Greenline Partners, LLC$930M AUM | 0.42% | $4M | 4.1K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.42% | $5M | 4.9K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.42% | $1M | 1.2K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.42% | $1M | 1.5K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.42% | $2M | 2.4K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.42% | $2M | 2.0K | Q2 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.42% | $11M | 11.4K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.41% | $15M | 15.6K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.41% | $488,549 | 508 | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.41% | $3M | 3.3K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 0.41% | $1M | 1.2K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.41% | $16M | 16.6K | Q2 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.41% | $4M | 3.7K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.41% | $10M | 10.0K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.41% | $616,052 | 641 | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.41% | $2M | 1.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.41% | $30M | 31.6K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.41% | $12M | 12.4K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.40% | $2M | 1.9K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.40% | $1M | 1.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.40% | $1M | 1.1K | Q2 2026 |
| CFO4Life Group, LLC$656M AUM | 0.40% | $3M | 2.7K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.40% | $1M | 1.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.40% | $81M | 83.9K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.40% | $1M | 1.2K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.40% | $34M | 35.3K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.40% | $562,513 | 585 | Q2 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.39% | $8M | 7.7K | Q4 2025OLDER |
| 1248 Management, LLC$216M AUM | 0.39% | $849,190 | 883 | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.39% | $3M | 2.7K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 0.39% | $3M | 3.3K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.39% | $5M | 4.0K | Q3 2025OLDER |
| Matisse Capital$234M AUM | 0.39% | $904,007 | 940 | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.38% | $5M | 4.7K | Q2 2026 |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.38% | $963,306 | 900 | Q4 2025OLDER |
| FIL Ltd$128.7B AUM | 0.38% | $494M | 513.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.38% | $216M | 224.8K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.38% | $1M | 1.5K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.38% | $594,337 | 618 | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.38% | $4M | 3.9K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.38% | $413,535 | 430 | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.38% | $1M | 1.5K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.38% | $25M | 26.3K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.38% | $3M | 3.3K | Q2 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.38% | $5M | 5.2K | Q2 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.38% | $14M | 14.2K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.37% | $672,174 | 628 | Q4 2025OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.37% | $766,483 | 797 | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.37% | $11M | 10.4K | Q4 2025OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.37% | $645,718 | 671 | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 0.37% | $836,688 | 870 | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.37% | $5M | 4.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.37% | $5.0B | 5.23M | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.37% | $1M | 1.4K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.36% | $499,708 | 520 | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.36% | $2M | 2.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.36% | $74M | 76.7K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.36% | $634,729 | 660 | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.36% | $5M | 5.5K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.36% | $11M | 11.9K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.36% | $65M | 67.8K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.36% | $2M | 1.8K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.36% | $1.5B | 1.60M | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.36% | $22M | 22.9K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.36% | $1M | 1.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.36% | $4M | 3.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.36% | $1.1B | 1.10M | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.36% | $264M | 274.6K | Q1 2026OLDER |
| O'Keefe Stevens Advisory, Inc.$405M AUM | 0.35% | $1M | 1.5K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.35% | $3M | 3.6K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.