SEC 13F Intelligence

BRBROADRIDGE FINL SOLUTIONS IN

CUSIP 11133T103 · Yahoo Finance ↗ · Google Finance ↗

Broadridge Finl Solutions In (BR) has 1,045 institutional holders in Filings Flow’s 13F database, together reporting 110.69M shares worth $17.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,045
Q1 2026
Reported Value
$17.6B
Ticker
BR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 638Q4 ’18Q1 ’19: 640Q2 ’19: 633Q2 ’19Q3 ’19: 636Q2 ’21: 732Q2 ’21Q4 ’21: 759Q4 ’22: 736Q4 ’22Q4 ’25: 1,106Q1 ’26: 1,045Q1 ’26Q2 ’26: 63filingsflow.com
Total reported value
Q4 ’18: $82.4BQ4 ’18Q1 ’19: $82.3BQ2 ’19: $91.2BQ2 ’19Q3 ’19: $206.2BQ2 ’21: $132.4BQ2 ’21Q4 ’21: $145.6BQ4 ’22: $5.1BQ4 ’22Q4 ’25: $21.9BQ1 ’26: $17.6BQ1 ’26Q2 ’26: $477Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Navera Investment Management Ltd.$3.9B AUM4.33%$170M1.04MQ1 2026OLDER
Crown Oak Advisors, LLC$199M AUM3.13%$6M38.4KQ1 2026OLDER
Palmer Knight Co$205M AUM2.88%$5M24.6KQ4 2025OLDER
JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM2.74%$139M855.8KQ1 2026OLDER
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM2.60%$9M57.6KQ1 2026OLDER
Walter Public Investments Inc.$418M AUM2.59%$15M65.6KQ4 2025OLDER
MCRAE CAPITAL MANAGEMENT INC$482M AUM2.12%$10M62.8KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM2.07%$7M31.3KQ4 2025OLDER
Strong Retirement Solutions LLC$143M AUM1.91%$3M16.8KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM1.82%$51M315.5KQ1 2026OLDER
Running Oak Capital LLC$741M AUM1.69%$13M76.8KQ1 2026OLDER
McCollum Christoferson Group LLC$333M AUM1.68%$6M44.2KQ1 2026OLDER
BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM1.59%$4M21.7KQ1 2026OLDER
Kensington Investment Counsel, LLC$208M AUM1.58%$3M20.3KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM1.58%$12M72.2KQ1 2026OLDER
Tandem Investment Advisors, Inc.$2.0B AUM1.48%$30M185.2KQ1 2026OLDER
HALL LAURIE J TRUSTEE$322M AUM1.47%$5M34.4KQ2 2026
Long Road Investment Counsel, LLC$255M AUM1.45%$4M17.2KQ3 2025OLDER
Abacus FCF Advisors LLC$444M AUM1.44%$6M39.2KQ1 2026OLDER
EVEXIA WEALTH LLC$364M AUM1.42%$5M32.7KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM1.41%$5M27.8KQ1 2026OLDER
Alley Investment Management Company, LLC$821M AUM1.34%$11M51.4KQ4 2025OLDER
Junto Capital Management LP$4.7B AUM1.33%$65M271.9KQ3 2025OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM1.26%$57M347.9KQ1 2026OLDER
Bath Savings Trust Co$965M AUM1.25%$12M88.3KQ2 2026
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM1.22%$2M12.9KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.22%$10M62.6KQ1 2026OLDER
American Money Management, LLC$632M AUM1.21%$8M47.0KQ1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM1.18%$2M13.2KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM1.12%$72M523.3KQ2 2026
ICICI Prudential Asset Management Co Ltd$833M AUM1.07%$9M54.6KQ1 2026OLDER
SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM1.07%$7M45.3KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM1.04%$10M61.7KQ1 2026OLDER
Bell Asset Management Ltd$340M AUM0.99%$3M20.8KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.95%$113M692.7KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.94%$3M11.4KQ3 2025OLDER
Board of the Pension Protection Fund$109M AUM0.90%$974,8806.0KQ1 2026OLDER
Core Alternative Capital$339M AUM0.90%$3M18.7KQ1 2026OLDER
Sierra Legacy Group$131M AUM0.89%$1M7.2KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM0.89%$3M17.8KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.86%$5M28.9KQ1 2026OLDER
Motley Fool Wealth Management, LLC$884M AUM0.81%$7M43.8KQ1 2026OLDER
Northstar Group, Inc.$707M AUM0.80%$6M34.8KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.79%$3M23.4KQ2 2026
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.78%$27M168.2KQ1 2026OLDER
Vision Capital Management, Inc.$792M AUM0.78%$6M37.9KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.76%$1M8.0KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM0.76%$14M88.4KQ1 2026OLDER
Numerai GP LLC$997M AUM0.75%$5M22.3KQ3 2025OLDER
Menard Financial Group LLC$143M AUM0.73%$1M4.7KQ4 2025OLDER
Dean Capital Management$241M AUM0.72%$2M7.6KQ4 2025OLDER
DEARBORN PARTNERS LLC$1.8B AUM0.72%$13M82.1KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.71%$1M8.9KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.67%$9M53.8KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.66%$1M6.0KQ4 2025OLDER
Millington Financial Advisors, LLC$237M AUM0.65%$2M9.9KQ1 2026OLDER
BOYAR ASSET MANAGEMENT INC.$176M AUM0.65%$1M7.1KQ1 2026OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.65%$2M10.9KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.64%$1M5.1KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.63%$4M25.9KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.61%$157M814.0KQ2 2026
Hamilton Point Investment Advisors, LLC$649M AUM0.58%$4M23.1KQ1 2026OLDER
Keeler Thomas Management LLC$236M AUM0.55%$1M5.1KQ4 2025OLDER
Lord & Richards Wealth Management, LLC$114M AUM0.54%$617,1743.8KQ1 2026OLDER
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM0.54%$7M41.6KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.50%$5M32.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.50%$2M8.3KQ4 2025OLDER
BDF-GESTION$747M AUM0.50%$4M11.2KQ2 2026
Strengthening Families & Communities, LLC$401M AUM0.50%$2M12.3KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.49%$40M241.3KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.49%$2M10.0KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.47%$3M14.6KQ4 2025OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.46%$8M50.6KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.45%$3M17.1KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.45%$7M40.5KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.45%$4M23.4KQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM0.45%$545,5633.3KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.45%$14M86.0KQ1 2026OLDER
R Squared Ltd$182M AUM0.44%$1M4.3KQ3 2025OLDER
XXI WEALTH, LLC$177M AUM0.43%$766,9064.7KQ1 2026OLDER
Second Line Capital, LLC$528M AUM0.43%$2M14.8KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.42%$1M6.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.41%$2M9.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.39%$796,1524.9KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.39%$3M21.4KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.39%$4M22.6KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.38%$38M252.8KQ1 2026OLDER
Sentry LLC$314M AUM0.38%$1M7.4KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.38%$12M54.8KQ4 2025OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.38%$3M12.0KQ4 2025OLDER
Suncoast Equity Management$833M AUM0.36%$3M18.4KQ1 2026OLDER
Paladin Partners, LLC$139M AUM0.36%$495,5643.0KQ2 2026
Oak Thistle LLC$1.0B AUM0.36%$4M22.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.35%$8M47.1KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.35%$5M31.1KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.35%$8M52.0KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.35%$109M775.5KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.34%$11M68.1KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.34%$2M10.5KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.34%$2M10.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.33%$27M163.4KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM0.33%$10M60.3KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.33%$112M688.7KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.31%$1M7.8KQ1 2026OLDER
Allen Capital Group, LLC$1.1B AUM0.31%$3M21.3KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.31%$2M13.0KQ1 2026OLDER
CVFG LLC$804M AUM0.31%$2M15.2KQ1 2026OLDER
MQS Management LLC$148M AUM0.31%$517,5312.3KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.30%$5M33.0KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.30%$26M159.2KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.30%$2M9.6KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM0.30%$14M87.1KQ1 2026OLDER
MIDDLETON & CO INC/MA$877M AUM0.29%$3M15.7KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.29%$546,5723.4KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.29%$5M31.3KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.28%$9M56.1KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.27%$27M169.2KQ1 2026OLDER
BHK Investment Advisors, LLC$299M AUM0.27%$812,8375.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.27%$6M35.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.27%$829M3.71MQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.26%$4M18.5KQ4 2025OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.25%$2M10.5KQ1 2026OLDER
Buttonwood Financial Advisors Inc.$299M AUM0.25%$746,4334.6KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.24%$12M76.4KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.24%$26M160.7KQ1 2026OLDER
Renasant Bank$141M AUM0.24%$340,2332.1KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM0.24%$516,4152.3KQ4 2025OLDER
Pandora Wealth, Inc.$165M AUM0.24%$391,4401.8KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.24%$2M11.4KQ1 2026OLDER
East Coast Asset Management, LLC.$303M AUM0.24%$721,1144.4KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.23%$262,4481.2KQ4 2025OLDER
Prosperity Advisers, LLC$120M AUM0.23%$280,8161.7KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.23%$5M29.2KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.23%$1M9.2KQ2 2026
MGB Wealth Management, LLC$350M AUM0.23%$801,5803.6KQ4 2025OLDER
Bank OZK$283M AUM0.23%$649,9204.0KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM0.23%$1M8.2KQ1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.22%$1M5.4KQ3 2025OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.22%$232,9961.4KQ1 2026OLDER
BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM0.22%$584,7663.6KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.22%$906,4765.6KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.22%$5M31.2KQ1 2026OLDER
6th Street Advisors, LLC$159M AUM0.22%$346,2622.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.21%$232M1.43MQ1 2026OLDER
Eukles Asset Management$224M AUM0.21%$472,9782.9KQ1 2026OLDER
Storgate, LLC$127M AUM0.21%$252,6281.1KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.21%$273,8411.69MQ1 2026OLDER
JSF Financial, LLC$510M AUM0.21%$925,4313.9KQ3 2025OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.20%$4M19.1KQ4 2025OLDER
ARWA LLC$202M AUM0.20%$410,8182.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.20%$5M30.3KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.20%$432,7271.9KQ4 2025OLDER
Chancellor Financial Group WB LP$141M AUM0.20%$282,5531.7KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.20%$48M298.0KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.20%$254,1181.1KQ3 2025OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.20%$282,2311.2KQ3 2025OLDER
Lee Financial Co$709M AUM0.20%$1M8.6KQ1 2026OLDER
Investors Research Corp$523M AUM0.20%$1M6.3KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.20%$868,0003.9KQ4 2025OLDER
Optimize Financial Inc$203M AUM0.19%$393,0392.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.19%$404M2.48MQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.19%$3M16.2KQ1 2026OLDER
Exchange Bank$161M AUM0.19%$308,1382.3KQ2 2026
Guardian Wealth Management, Inc.$183M AUM0.19%$346,9102.1KQ1 2026OLDER
Second Half Financial Partners, LLC$222M AUM0.19%$423,1301.9KQ4 2025OLDER
Randall & Associates Wealth Management$148M AUM0.18%$274,4281.7KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.18%$1M6.5KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.18%$704,0313.0KQ3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.18%$23M139.4KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.18%$272,4911.2KQ4 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.18%$5M33.2KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.18%$2M13.3KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.18%$292,1391.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.17%$711,9123.2KQ4 2025OLDER
Eagle Bay Advisors LLC$113M AUM0.17%$238,3741.1KQ4 2025OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.17%$11M70.0KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.17%$448,2822.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.17%$1M9.1KQ1 2026OLDER
Campion Asset Management$147M AUM0.17%$250,8691.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.17%$99M608.2KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.17%$14M86.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.17%$13M77.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.17%$35M155.2KQ4 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.17%$652,1762.7KQ3 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.17%$2M10.7KQ1 2026OLDER
MARIPAU WEALTH MANAGEMENT LLC$227M AUM0.17%$376,4862.3KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.16%$650,7324.0KQ1 2026OLDER
Addenda Capital Inc.$3.7B AUM0.16%$6M43.6KQ2 2026
Clarus Group, Inc.$279M AUM0.16%$451,7032.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.16%$8M59.3KQ2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.16%$3M19.2KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.16%$507,6703.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.16%$94M420.9KQ4 2025OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.16%$62M380.9KQ1 2026OLDER
Court Place Advisors, LLC$332M AUM0.16%$516,8292.2KQ3 2025OLDER
FIRST FOUNDATION ADVISORS$2.5B AUM0.15%$4M23.6KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.15%$2M14.8KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.15%$482,8913.0KQ1 2026OLDER
Kastel Capital Advisors, LLC$158M AUM0.15%$238,1221.1KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.15%$2M7.0KQ4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.14%$27M165.4KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.14%$10M61.3KQ1 2026OLDER
Kidder Stephen W$340M AUM0.14%$479,3163.0KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.14%$703,4323.2KQ4 2025OLDER
CWS Financial Advisors, LLC$390M AUM0.14%$533,9093.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.14%$8M50.2KQ1 2026OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.14%$250,0571.5KQ1 2026OLDER
Novak & Powell Financial Services, Inc.$186M AUM0.13%$257,1691.2KQ4 2025OLDER
LBP AM SA$7.3B AUM0.13%$10M60.2KQ1 2026OLDER
American Trust$1.1B AUM0.13%$2M9.3KQ1 2026OLDER
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM0.13%$267,8041.2KQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.13%$313,2251.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.13%$31M193.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.13%$9M54.6KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.13%$287,2491.8KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.13%$3M17.6KQ1 2026OLDER
Financial Planning Hawaii, Inc.$170M AUM0.13%$224,2861.0KQ4 2025OLDER
D.B. Root & Company, LLC$419M AUM0.13%$536,1843.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.13%$737,7125.4KQ2 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.12%$7M32.2KQ4 2025OLDER
EFG International AG$4.7B AUM0.12%$6M35.6KQ1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.12%$7M40.5KQ1 2026OLDER
ABLE Financial Group, LLC$511M AUM0.12%$629,5353.9KQ1 2026OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.12%$42M258.8KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.12%$223,1701.0KQ4 2025OLDER
First National Bank of Hutchinson$157M AUM0.12%$207,102928Q4 2025OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.12%$2M10.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.12%$263M1.62MQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.12%$1M7.3KQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.12%$2M11.7KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.12%$202,6131.2KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.12%$2M10.3KQ1 2026OLDER
Biltmore Family Office, LLC$716M AUM0.12%$830,3515.1KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.12%$431,8341.9KQ4 2025OLDER
SWMG, LLC$350M AUM0.11%$400,6762.5KQ1 2026OLDER
MBE Wealth Management, LLC$241M AUM0.11%$274,2011.7KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.11%$341,2271.5KQ1 2026OLDER
Grove Street Fiduciary, LLC$227M AUM0.11%$267,5811.2KQ4 2025OLDER
EVERPAR ADVISORS LLC$352M AUM0.11%$299,9401.3KQ4 2025OLDER
Nordwand Advisors, LLC$572M AUM0.11%$634,1593.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.11%$63M387.6KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.11%$217,814976Q4 2025OLDER
BROGAN FINANCIAL, INC.$227M AUM0.11%$247,1951.1KQ4 2025OLDER
Birch Hill Investment Advisors LLC$2.2B AUM0.11%$2M14.8KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.11%$160M984.6KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.11%$14M84.0KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.11%$435,6082.7KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.11%$206,255866Q3 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.11%$114M700.5KQ1 2026OLDER
Atlas Legacy Advisors, LLC$550M AUM0.10%$574,2043.5KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.10%$8M49.7KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.10%$2M11.0KQ1 2026OLDER
Forza Wealth Management, LLC$287M AUM0.10%$292,4641.8KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.10%$489,6933.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.10%$6M35.7KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.10%$74M457.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.10%$6M26.3KQ3 2025OLDER
STEINBERGANNA WEALTH MANAGEMENT$208M AUM0.10%$209,590880Q3 2025OLDER
Pavion Blue Capital, LLC$230M AUM0.10%$234,9981.1KQ4 2025OLDER
BURNEY CO/$3.2B AUM0.10%$3M19.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.10%$140,633865.5KQ1 2026OLDER
Leeward Financial Partners, LLC$336M AUM0.10%$324,9602.0KQ1 2026OLDER
Shore Point Advisors, LLC$253M AUM0.10%$244,3691.5KQ1 2026OLDER
Stonehearth Capital Management, LLC$293M AUM0.10%$240,4701.5KQ1 2026OLDER
Brown Miller Wealth Management, LLC$397M AUM0.09%$376,7212.8KQ2 2026
Qube Research & Technologies Ltd$89.9B AUM0.09%$85M520.6KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.09%$35M144.9KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.09%$65M397.0KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.09%$207,548930Q4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.09%$312,7741.9KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.09%$18M111.9KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM0.09%$245,4871.1KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.09%$206,6751.3KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.09%$250,0491.1KQ3 2025OLDER
Kennebec Savings Bank$111M AUM0.09%$97,488600Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.09%$11M67.3KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.09%$673,6424.1KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.09%$232,9971.4KQ1 2026OLDER
Prosperity Financial Group, Inc.$271M AUM0.09%$239,0151.1KQ4 2025OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.09%$1M7.9KQ1 2026OLDER
BAYBAN$115M AUM0.08%$97,488600Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.08%$54M330.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.08%$549M3.38MQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.08%$4M22.6KQ1 2026OLDER
Atwater Malick LLC$370M AUM0.08%$301,0561.3KQ4 2025OLDER
Man Group plc$55.1B AUM0.08%$45M279.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.08%$341M2.10MQ1 2026OLDER
SNS Financial Group, LLC$1.2B AUM0.08%$948,7005.8KQ1 2026OLDER
Hutchens & Kramer Investment Management Group, LLC$373M AUM0.08%$206,017865Q3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.08%$21M87.2KQ3 2025OLDER
111 Capital$406M AUM0.08%$329,3472.0KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.08%$102,875500Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.08%$69M427.1KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.08%$195,7881.2KQ1 2026OLDER
Allred Capital Management, LLC$275M AUM0.08%$216,456970Q4 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.08%$10M44.1KQ3 2025OLDER
Mediolanum International Funds Ltd$9.4B AUM0.08%$7M44.8KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.08%$1M7.7KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM0.08%$282,8781.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.08%$729,2104.5KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.08%$1M5.0KQ3 2025OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.08%$266,7921.6KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.08%$782,6664.8KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.07%$375,8162.3KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.07%$14M83.6KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.07%$2M12.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M13.7KQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.07%$368,0071.6KQ4 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.07%$1M7.9KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.07%$583,6283.6KQ1 2026OLDER
UNIQUE WEALTH, LLC$723M AUM0.07%$521,2372.3KQ4 2025OLDER
Ifrah Financial Services, Inc.$378M AUM0.07%$274,7541.7KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.07%$581,3573.6KQ1 2026OLDER
Sunburst Financial Group, LLC$617M AUM0.07%$388,0542.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.07%$305M1.85MQ1 2026OLDER
ING GROEP NV$16.4B AUM0.07%$12M52.4KQ4 2025OLDER
COMMERCE BANK$20.7B AUM0.07%$15M89.5KQ1 2026OLDER
EWA, LLC$548M AUM0.07%$287,4471.3KQ4 2025OLDER
NATIXIS$28.0B AUM0.07%$20M120.4KQ1 2026OLDER
Seaside Wealth Management, Inc.$356M AUM0.07%$244,4301.1KQ4 2025OLDER
Jacobsen Capital Management$296M AUM0.07%$213,351956Q4 2025OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.07%$225,4021.0KQ4 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.07%$5M30.6KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.07%$3M17.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.07%$165M1.01MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.07%$9M52.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.07%$17M103.6KQ1 2026OLDER
Corient IA LLC$106M AUM0.07%$71,491440Q1 2026OLDER
Atlas Brown,Inc.$372M AUM0.07%$222,5981.4KQ1 2026OLDER
Pegasus Asset Management, Inc.$313M AUM0.07%$216,029968Q4 2025OLDER
Inscription Capital, LLC$951M AUM0.07%$644,7532.9KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.07%$3M18.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$648,9454.0KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.07%$324,0142.4KQ2 2026
Convergence Financial, LLC$943M AUM0.07%$446,5602.0KQ4 2025OLDER
Ellevest, Inc.$719M AUM0.07%$468,1052.9KQ1 2026OLDER
SeaBridge Investment Advisors LLC$591M AUM0.06%$380,8542.3KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.06%$74,985336Q4 2025OLDER
Keystone Financial Services$341M AUM0.06%$205,541863Q3 2025OLDER
Independent Wealth Network Inc.$337M AUM0.06%$207,189928Q4 2025OLDER
Baron Wealth Management LLC$386M AUM0.06%$243,3141.8KQ2 2026
Callan Family Office, LLC$4.4B AUM0.06%$3M17.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.06%$2M12.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.06%$13M78.0KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.06%$267,4421.6KQ1 2026OLDER
Hudson Capital Management LLC$387M AUM0.06%$246,3801.1KQ4 2025OLDER
Tyche Wealth Partners LLC$648M AUM0.06%$399,2742.5KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.06%$384,1022.4KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.06%$1M6.3KQ3 2025OLDER
Sompo Asset Management Co., Ltd.$609M AUM0.06%$368,3952.7KQ2 2026
Longaeva Partners L.P.$2.7B AUM0.06%$717,0453.2KQ4 2025OLDER
Gibbs Wealth Management$762M AUM0.06%$456,7692.8KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.06%$458,0432.8KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.06%$263,9821.6KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.06%$465,7822.0KQ3 2025OLDER
Fischer Financial Services, Inc.$297M AUM0.06%$223,1701.0KQ4 2025OLDER
Bill Few Associates, Inc.$470M AUM0.06%$227,691956Q3 2025OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.06%$258,3571.6KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.06%$1M6.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.06%$19M114.7KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.06%$5M29.0KQ1 2026OLDER
Trinity Financial Advisors LLC$389M AUM0.06%$207,387925Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.06%$767,8004.7KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.06%$311,7991.9KQ1 2026OLDER
Triangle Securities Wealth Management$504M AUM0.06%$282,6332.1KQ2 2026
Bull Harbor Capital LLC$373M AUM0.06%$209,2741.3KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.06%$6M27.6KQ2 2026
Ipswich Investment Management Co., Inc.$426M AUM0.06%$238,0331.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.06%$4M21.9KQ1 2026OLDER
Astoria Portfolio Advisors LLC.$470M AUM0.06%$260,8781.7KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.06%$1M8.3KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.06%$287,8651.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.05%$1.0B6.36MQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.05%$321,7102.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.05%$909M4.07MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.05%$63M386.4KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.05%$7M40.0KQ1 2026OLDER
Navigation Group, LLC$427M AUM0.05%$227,4721.4KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.05%$339,4202.1KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM0.05%$277,7061.2KQ3 2025OLDER
DT Investment Partners, LLC$1.2B AUM0.05%$628,7983.9KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.05%$1M5.0KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.05%$17M103.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$299,9401.3KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.05%$4M18.0KQ4 2025OLDER
RDA Financial Network$459M AUM0.05%$209,585939Q4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$1M5.6KQ3 2025OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.05%$1M5.1KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.05%$8M48.4KQ2 2026
Invesco Ltd.$653.3B AUM0.05%$328M2.02MQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.05%$254,0101.6KQ1 2026OLDER
KFA Private Wealth Group, LLC$417M AUM0.05%$201,969905Q4 2025OLDER
LFA - Lugano Financial Advisors SA$197M AUM0.05%$96,513594Q1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.05%$8M50.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.05%$3.4B15.05MQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M6.3KQ4 2025OLDER
Dakota Wealth Management$4.6B AUM0.05%$3M12.1KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.05%$74M453.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.05%$59M362.6KQ1 2026OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM0.05%$288,7731.8KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.05%$81,854502Q1 2026OLDER
Amundi$367.1B AUM0.05%$172M1.06MQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.05%$699,7432.9KQ3 2025OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM0.05%$288,8891.8KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$200,853900Q4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.05%$25M154.4KQ1 2026OLDER
Essex Bank$452M AUM0.05%$203,631855Q3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.05%$1M9.0KQ2 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.05%$5M32.0KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.05%$313,9111.9KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.05%$645,7494.0KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.05%$305,8551.4KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.05%$249,7321.5KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.04%$259,9681.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$44M273.9KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.04%$325,6102.0KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.04%$127,172783Q1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.04%$3M17.1KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.04%$265,4461.2KQ4 2025OLDER
Lowe Wealth Advisors, LLC$274M AUM0.04%$116,941491Q3 2025OLDER
JMAC ENTERPRISES LLC$522M AUM0.04%$223,1701.0KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.04%$2M10.0KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.04%$201,8771.2KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.04%$281,4161.7KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$668,4434.1KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$1M8.2KQ1 2026OLDER
Advocacy Wealth Management, LLC$2.3B AUM0.04%$931,3345.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.04%$19M116.4KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.04%$346,2452.1KQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.04%$649,9204.0KQ1 2026OLDER
Railway Pension Investments Ltd$7.0B AUM0.04%$3M17.7KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M15.1KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.04%$9M57.6KQ1 2026OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.04%$980,6406.0KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.04%$1M8.9KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.04%$1M7.2KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.04%$7M44.8KQ1 2026OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM0.04%$308,1931.9KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.04%$105,612650Q1 2026OLDER
SOMERVILLE KURT F$379M AUM0.04%$239,5991.0KQ3 2025OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.04%$2M12.8KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.04%$4M22.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.04%$9M53.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.04%$652,2762.9KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.04%$292M1.80MQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.04%$208,399875Q3 2025OLDER
XPONANCE LLC$14.1B AUM0.04%$5M33.3KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.04%$8M35.6KQ4 2025OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.04%$18M112.2KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.04%$2M13.8KQ1 2026OLDER
MITCHELL CAPITAL MANAGEMENT CO$545M AUM0.04%$221,022928Q3 2025OLDER
Frec Markets, Inc.$587M AUM0.04%$221,7851.4KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.04%$557,9252.5KQ4 2025OLDER
Independence Bank of Kentucky$789M AUM0.04%$295,7141.8KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.04%$23M142.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$201,6381.2KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.04%$220,4701.0KQ4 2025OLDER
Burton Enright Welch$736M AUM0.04%$273,1291.7KQ1 2026OLDER
PAX Financial Group, LLC$586M AUM0.04%$214,752962Q4 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$209,588880Q3 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.04%$2M12.4KQ1 2026OLDER
Optas, LLC$661M AUM0.04%$241,6081.5KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$385,4032.4KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.04%$4M26.9KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.04%$959,0085.9KQ2 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.04%$15M90.7KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.04%$17M107.7KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.04%$283,0401.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.04%$42M258.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.04%$9M40.3KQ4 2025OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.04%$822,1495.1KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.04%$647,8632.9KQ4 2025OLDER
Trust Co of the South$710M AUM0.04%$213,162895Q3 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.04%$3M19.1KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.04%$278,3451.2KQ4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.04%$3M13.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.03%$168M1.03MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.03%$561M3.47MQ1 2026OLDER
Promus Capital, LLC$157M AUM0.03%$54,541229Q3 2025OLDER
PFG Investments, LLC$2.1B AUM0.03%$745,2984.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.03%$33M201.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$165M1.02MQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.03%$498,3263.1KQ1 2026OLDER
Compass Ion Advisors, LLC$1.0B AUM0.03%$355,3432.2KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.03%$228,6091.4KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.03%$524,8103.2KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$528,0202.4KQ4 2025OLDER
First Heartland Consultants, Inc.$1.5B AUM0.03%$436,7572.7KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.03%$278,1761.2KQ4 2025OLDER
CYBER HORNET ETFs LLC$155M AUM0.03%$51,549322Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.03%$2M15.4KQ1 2026OLDER
SUMITOMO LIFE INSURANCE CO$4.3B AUM0.03%$1M5.4KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M17.3KQ1 2026OLDER
Gilbert & Cook, Inc.$774M AUM0.03%$252,6561.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.03%$173M1.06MQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.03%$38M232.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$19M116.4KQ1 2026OLDER
Key FInancial Inc$562M AUM0.03%$181,4901.1KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.03%$1M6.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.03%$56M342.5KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.