SEC 13F Intelligence

COFCAPITAL ONE FINL CORP

CUSIP 14040H105 · Yahoo Finance ↗ · Google Finance ↗

Capital One Finl Corp (COF) has 2,034 institutional holders in Filings Flow’s 13F database, together reporting 527.26M shares worth $94.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,034
Q1 2026
Reported Value
$94.3B
Ticker
COF
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 835Q4 ’18Q1 ’19: 821Q2 ’19: 841Q2 ’19Q3 ’19: 836Q2 ’21: 1,041Q2 ’21Q4 ’21: 1,048Q4 ’22: 956Q4 ’22Q4 ’25: 2,136Q1 ’26: 2,034Q1 ’26Q2 ’26: 160filingsflow.com
Total reported value
Q4 ’18: $217.9BQ4 ’18Q1 ’19: $285.0BQ2 ’19: $250.5BQ2 ’19Q3 ’19: $253.9BQ2 ’21: $699.1BQ2 ’21Q4 ’21: $412.8BQ4 ’22: $17.4BQ4 ’22Q4 ’25: $128.7BQ1 ’26: $94.3BQ1 ’26Q2 ’26: $731Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PB INVESTMENT PARTNERS, L.P.$127M AUM19.14%$24M133.3KQ1 2026OLDER
Khrom Capital Management LLC$1.1B AUM13.68%$150M819.8KQ1 2026OLDER
LB Partners LLC$112M AUM11.46%$13M70.1KQ1 2026OLDER
Triveni Capital Investments LP$101M AUM10.75%$11M59.5KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM10.07%$21M86.9KQ4 2025OLDER
Meritage Group LP$2.7B AUM9.04%$240M1.31MQ1 2026OLDER
Alua Capital Management LP$1.1B AUM8.65%$98M537.7KQ1 2026OLDER
CNA FINANCIAL CORP$235M AUM8.15%$19M105.0KQ1 2026OLDER
COBALT CAPITAL MANAGEMENT, INC.$179M AUM7.82%$17M80.0KQ3 2025OLDER
DAVIS SELECTED ADVISERS$21.8B AUM7.15%$1.6B8.54MQ1 2026OLDER
Karl Kapital LLC$144M AUM7.02%$10M55.5KQ1 2026OLDER
Saraza Management, LP$239M AUM6.60%$16M86.3KQ1 2026OLDER
Cander Asset Management LP$557M AUM6.34%$35M193.6KQ1 2026OLDER
Ruane, Cunniff & Goldfarb L.P.$6.0B AUM6.11%$368M2.02MQ1 2026OLDER
CAS Investment Partners, LLC$1.7B AUM6.01%$105M575.5KQ1 2026OLDER
Blue Grotto Capital, LLC$868M AUM5.91%$51M281.0KQ1 2026OLDER
Tenere Capital LLC$136M AUM5.58%$7M29.7KQ4 2025OLDER
Egerton Capital (UK) LLP$9.0B AUM5.45%$501M2.07MQ4 2025OLDER
Avantyr Capital Partners, LP$2.1B AUM5.38%$112M614.3KQ1 2026OLDER
BRUNI J V & CO /CO$958M AUM5.28%$51M277.2KQ1 2026OLDER
CENTRAL SECURITIES CORP$1.2B AUM5.27%$64M350.0KQ1 2026OLDER
Sessa Capital IM, L.P.$5.5B AUM5.16%$284M1.56MQ1 2026OLDER
DENDUR CAPITAL LP$1.4B AUM4.77%$65M356.5KQ1 2026OLDER
Senator Investment Group LP$2.2B AUM4.58%$114M471.8KQ4 2025OLDER
Brave Warrior Advisors, LLC$4.0B AUM4.53%$183M1.00MQ1 2026OLDER
140 Summer Partners LP$1.6B AUM4.37%$72M392.3KQ1 2026OLDER
M.D. Sass, LLC$1.3B AUM4.05%$53M292.9KQ1 2026OLDER
EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM4.02%$1.2B6.57MQ1 2026OLDER
Delta Global Management LP$1.2B AUM4.00%$49M267.8KQ1 2026OLDER
14B Captial Management LP$124M AUM3.90%$5M20.0KQ4 2025OLDER
Helix Partners Management LP$374M AUM3.76%$14M77.1KQ1 2026OLDER
SAMLYN CAPITAL, LLC$5.9B AUM3.74%$219M1.20MQ1 2026OLDER
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM3.61%$13M71.1KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM3.60%$125M683.2KQ1 2026OLDER
683 Capital Management, LLC$1.9B AUM3.57%$68M375.0KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM3.43%$70M330.0KQ3 2025OLDER
Troluce Capital Advisors LLC$1.6B AUM3.41%$56M305.3KQ1 2026OLDER
Bronte Capital Management Pty Ltd.$1.0B AUM3.38%$34M187.4KQ1 2026OLDER
Callodine Capital Management, LP$1.4B AUM3.36%$48M263.0KQ1 2026OLDER
ABRAMS BISON INVESTMENTS, LLC$2.3B AUM3.35%$78M425.0KQ1 2026OLDER
Venator Management LLC$416M AUM3.33%$14M76.0KQ1 2026OLDER
LONE PINE CAPITAL LLC$12.5B AUM3.30%$414M2.27MQ1 2026OLDER
Genoa Capital Gestora de Recursos Ltda.$130M AUM3.28%$7M29.6KQ4 2025OLDER
Palmer Knight Co$205M AUM3.25%$7M36.5KQ1 2026OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM3.15%$69M285.6KQ4 2025OLDER
CONTINENTAL ADVISORS LLC$196M AUM3.11%$6M33.4KQ1 2026OLDER
GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM3.09%$57M235.7KQ4 2025OLDER
MKP Capital Management, L.L.C.$3.0B AUM3.09%$80M375.0KQ3 2025OLDER
London & Capital Asset Management Ltd$9.2B AUM3.08%$283M1.55MQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM2.92%$82M340.4KQ4 2025OLDER
SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM2.82%$89M365.8KQ4 2025OLDER
Southpoint Capital Advisors LP$4.9B AUM2.82%$121M500.0KQ4 2025OLDER
Xcel Wealth Management, LLC$362M AUM2.74%$10M54.4KQ1 2026OLDER
Eldred Rock Partners, LLC$465M AUM2.71%$13M62.9KQ2 2026
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM2.71%$836M4.58MQ1 2026OLDER
FERNBRIDGE CAPITAL MANAGEMENT LP$1.6B AUM2.70%$42M230.6KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM2.63%$228M1.25MQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM2.62%$136M746.7KQ1 2026OLDER
Aristotle Capital Management, LLC$47.8B AUM2.58%$1.2B6.75MQ1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM2.57%$109M599.5KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM2.55%$49M268.8KQ1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM2.52%$1.9B10.36MQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM2.49%$33M179.8KQ1 2026OLDER
Reliant Investment Management, LLC$207M AUM2.43%$5M27.6KQ1 2026OLDER
HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM2.38%$13M71.0KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM2.30%$368M2.02MQ1 2026OLDER
ENGLISH CAPITAL MANAGEMENT LLC$171M AUM2.26%$4M21.2KQ1 2026OLDER
Fremen Capital Management LP$117M AUM2.26%$3M14.4KQ1 2026OLDER
COOPERMAN LEON G$3.0B AUM2.21%$67M370.0KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM2.20%$48M261.7KQ1 2026OLDER
AMJ Financial Wealth Management$424M AUM2.17%$9M37.9KQ4 2025OLDER
Teewinot Capital Advisers, L.L.C.$1.3B AUM2.16%$27M148.5KQ1 2026OLDER
One Fin Capital Management LP$280M AUM2.15%$6M33.0KQ1 2026OLDER
EJF Capital LP$142M AUM2.09%$3M16.3KQ1 2026OLDER
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM2.08%$4M21.9KQ1 2026OLDER
MARK ASSET MANAGEMENT LP$1.1B AUM2.06%$23M123.8KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM2.01%$5M26.1KQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM2.00%$12M64.6KQ1 2026OLDER
Bornite Capital Management LP$595M AUM1.97%$21M100.0KQ3 2025OLDER
Artemis Investment Management LLP$9.4B AUM1.93%$160M660.2KQ4 2025OLDER
EDGAR LOMAX CO/VA$1.4B AUM1.85%$24M100.7KQ4 2025OLDER
Strong Tower Advisory Services$531M AUM1.85%$10M42.6KQ4 2025OLDER
Kennondale Capital Management LLC$139M AUM1.84%$3M14.0KQ1 2026OLDER
D1 Capital Partners L.P.$11.2B AUM1.81%$204M1.12MQ1 2026OLDER
Steamboat Capital Partners, LLC$403M AUM1.77%$7M39.1KQ1 2026OLDER
Financial Strategies Group, Inc.$598M AUM1.74%$10M53.6KQ1 2026OLDER
CORTLAND ASSOCIATES INC/MO$697M AUM1.72%$12M65.7KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM1.71%$48M262.3KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM1.71%$36M198.5KQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM1.64%$48M262.5KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM1.61%$9M48.3KQ1 2026OLDER
PointState Capital LP$7.9B AUM1.58%$124M682.1KQ1 2026OLDER
Hudson Canyon Capital Management$163M AUM1.55%$3M13.9KQ1 2026OLDER
Emissary Wealth LLC$107M AUM1.55%$2M9.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM1.54%$23M110.5KQ3 2025OLDER
VAN STRUM & TOWNE INC.$343M AUM1.48%$5M27.8KQ1 2026OLDER
Rydar Equities, Inc.$129M AUM1.46%$2M10.3KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM1.44%$2M10.2KQ2 2026
McMillan Office, Inc.$782M AUM1.43%$11M61.2KQ1 2026OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM1.41%$55M302.4KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM1.37%$8M46.4KQ1 2026OLDER
Cercano Management LLC$2.3B AUM1.37%$32M173.6KQ1 2026OLDER
Blue Whale Capital LLP$2.1B AUM1.35%$26M108.6KQ4 2025OLDER
Nishkama Capital, LLC$1.6B AUM1.34%$56M265.0KQ3 2025OLDER
Alley Investment Management Company, LLC$821M AUM1.34%$11M60.3KQ1 2026OLDER
Stony Point Capital LLC$1.2B AUM1.33%$17M90.8KQ1 2026OLDER
Bell & Brown Wealth Advisors, LLC$311M AUM1.33%$4M17.1KQ1 2026OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM1.33%$107M585.8KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM1.31%$2M12.9KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM1.29%$9M47.2KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM1.28%$9M43.4KQ2 2026
Midwest Professional Planners, LTD.$425M AUM1.27%$5M29.5KQ1 2026OLDER
Sustainable Insight Capital Management, LLC$298M AUM1.27%$4M15.6KQ4 2025OLDER
American Assets Investment Management, LLC$1.5B AUM1.23%$18M99.5KQ1 2026OLDER
Third Point LLC$2.1B AUM1.23%$26M140.0KQ1 2026OLDER
PCJ Investment Counsel Ltd.$352M AUM1.22%$5M20.4KQ4 2025OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM1.22%$37M200.5KQ1 2026OLDER
SALZHAUER MICHAEL$212M AUM1.21%$3M14.0KQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM1.19%$483M2.65MQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM1.15%$118M485.5KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM1.15%$4M24.5KQ1 2026OLDER
VISTA INVESTMENT MANAGEMENT$301M AUM1.13%$3M18.7KQ1 2026OLDER
SOUTHERN CAPITAL ADVISORS, LLC$214M AUM1.12%$2M10.0KQ4 2025OLDER
CYPRESS FINANCIAL PLANNING LLC$413M AUM1.10%$5M22.7KQ2 2026
Wakefield Asset Management LLLP$377M AUM1.10%$4M16.7KQ4 2025OLDER
Trust Investment Advisors$171M AUM1.10%$2M10.3KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM1.09%$5M25.2KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM1.09%$7M40.0KQ1 2026OLDER
Barden Capital Management, Inc.$117M AUM1.08%$1M6.9KQ1 2026OLDER
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM1.07%$2M11.8KQ1 2026OLDER
MARTIN & CO INC /TN/$587M AUM1.07%$6M34.6KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM1.07%$14M77.2KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM1.06%$40M219.9KQ1 2026OLDER
Manuka Financial, LLC$162M AUM1.05%$2M9.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM1.03%$36M197.1KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM1.03%$34M186.0KQ1 2026OLDER
17 CAPITAL PARTNERS, LLC$194M AUM0.98%$2M10.4KQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM0.95%$29M160.0KQ1 2026OLDER
Eagle Bluffs Wealth Management LLC$257M AUM0.95%$2M13.3KQ1 2026OLDER
Horizon Investment Services, LLC$288M AUM0.94%$3M10.8KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.94%$2M8.8KQ4 2025OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.94%$16M86.3KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.93%$7M33.5KQ2 2026
South Shore Capital Advisors$137M AUM0.93%$1M6.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.93%$8M31.6KQ4 2025OLDER
Alight Capital Management LP$417M AUM0.92%$4M20.0KQ3 2025OLDER
Kingstone Capital Partners Texas, LLC$162M AUM0.90%$1M8.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.88%$12M63.4KQ1 2026OLDER
Adirondack Capital Advisors, LLC$156M AUM0.88%$1M7.5KQ1 2026OLDER
DODGE & COX$182.0B AUM0.88%$1.6B8.77MQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.87%$41M226.8KQ1 2026OLDER
First Long Island Investors, LLC$1.2B AUM0.87%$11M58.7KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.87%$5M26.3KQ1 2026OLDER
AMERICAN ASSETS INC$298M AUM0.86%$3M30.0KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.85%$22M108.7KQ2 2026
BRISTOL JOHN W & CO INC /NY/$6.1B AUM0.85%$52M282.7KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.84%$6M31.6KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.83%$2M10.5KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.83%$4M23.1KQ1 2026OLDER
NORTHLAND SECURITIES, INC.$105M AUM0.82%$866,5424.8KQ1 2026OLDER
VIKING GLOBAL INVESTORS LP$35.7B AUM0.82%$294M1.61MQ1 2026OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM0.82%$2M9.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.82%$2M9.1KQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM0.82%$4M22.8KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM0.82%$1M5.0KQ3 2025OLDER
Sciencast Management LP$785M AUM0.81%$6M35.1KQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.81%$995,2755.5KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.81%$182M995.5KQ1 2026OLDER
Asio Capital, LLC$712M AUM0.81%$6M31.8KQ1 2026OLDER
TRAN CAPITAL MANAGEMENT, L.P.$728M AUM0.81%$7M27.9KQ4 2025OLDER
Sendero Wealth Management, LLC$904M AUM0.80%$7M39.8KQ1 2026OLDER
LYNCH & ASSOCIATES/IN$533M AUM0.80%$4M23.3KQ1 2026OLDER
Carmel Capital Partners, LLC$277M AUM0.80%$2M12.1KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.79%$25M138.8KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.78%$19M78.0KQ4 2025OLDER
Governors Lane LP$1.6B AUM0.78%$12M67.0KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.76%$7M36.1KQ1 2026OLDER
INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM0.76%$881,9664.8KQ1 2026OLDER
Wealth Advisory Solutions, LLC$449M AUM0.76%$3M18.6KQ1 2026OLDER
Northern Financial Advisors Inc$137M AUM0.75%$1M5.6KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.75%$79M431.3KQ1 2026OLDER
Kentucky Farm Bureau Mutual Insurance Co$204M AUM0.74%$2M20.0KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.73%$23M128.0KQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM0.72%$7M27.6KQ4 2025OLDER
Dockside LLC$397M AUM0.72%$3M15.6KQ1 2026OLDER
BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM0.71%$5M26.9KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.71%$10M53.1KQ1 2026OLDER
Long Focus Capital Management, LLC$3.8B AUM0.70%$26M145.0KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.69%$2M10.1KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.69%$212M1.16MQ1 2026OLDER
Covenant Asset Management, LLC$664M AUM0.69%$5M25.2KQ1 2026OLDER
JM2 Capital Inc.$121M AUM0.69%$828,3484.5KQ1 2026OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM0.68%$3M18.2KQ1 2026OLDER
THOMPSON DAVIS & CO., INC.$150M AUM0.68%$1M4.7KQ4 2025OLDER
SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM0.67%$6M32.9KQ1 2026OLDER
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.67%$2M9.8KQ1 2026OLDER
Shepherd Street Advisors LLC$101M AUM0.67%$678,6403.7KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.66%$905,5835.0KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.65%$6M30.2KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.65%$4M20.1KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.65%$13M72.6KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.65%$10M55.2KQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.64%$7M37.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.64%$19M77.6KQ4 2025OLDER
Vectors Research Management, LLC$342M AUM0.64%$2M12.0KQ1 2026OLDER
Bank & Trust Co$148M AUM0.64%$942,6165.2KQ1 2026OLDER
WealthTrust Asset Management, LLC$167M AUM0.63%$1M5.8KQ1 2026OLDER
Nadler Financial Group, Inc.$1.0B AUM0.63%$7M36.0KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.63%$3M11.6KQ4 2025OLDER
Traub Capital Management LLC$101M AUM0.63%$633,1263.5KQ1 2026OLDER
Stembrook Asset Management, LLC$102M AUM0.63%$638,5053.5KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.62%$10M42.0KQ4 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.62%$30M167.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.61%$2.5B13.73MQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.61%$157M861.2KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.60%$1M5.6KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.59%$2M8.8KQ1 2026OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.59%$5M23.9KQ2 2026
Somerset Trust Co$354M AUM0.59%$2M10.4KQ2 2026
River Street Advisors LLC$296M AUM0.58%$2M9.5KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.58%$16M90.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.57%$3M16.2KQ1 2026OLDER
S Harris Financial Group, LLC$110M AUM0.57%$625,4873.4KQ1 2026OLDER
LS Investment Advisors, LLC$668M AUM0.56%$4M20.6KQ1 2026OLDER
Destination Wealth Management$3.9B AUM0.56%$22M118.7KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.56%$635,8532.6KQ4 2025OLDER
KWMG, LLC$1.4B AUM0.56%$8M38.5KQ2 2026
Wealth Advisors of Tampa Bay, LLC$302M AUM0.55%$2M9.2KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.55%$2M11.6KQ3 2025OLDER
SMART Wealth LLC$341M AUM0.55%$2M7.5KQ4 2025OLDER
Z3 Capital Partners, LLC$395M AUM0.55%$2M11.8KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.54%$1M4.5KQ4 2025OLDER
Fisher Funds Management LTD$3.4B AUM0.54%$18M101.3KQ1 2026OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.54%$5M27.5KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.53%$7M38.4KQ1 2026OLDER
Arvest Bank Trust Division$1.8B AUM0.53%$10M53.8KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.53%$730,9583.0KQ4 2025OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.53%$2M11.6KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.52%$78M429.4KQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.52%$2M10.2KQ1 2026OLDER
TIEMANN INVESTMENT ADVISORS, LLC$255M AUM0.51%$1M7.1KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.50%$17M90.8KQ1 2026OLDER
HighVista Strategies LLC$362M AUM0.50%$2M9.7KQ3 2025OLDER
Limestone Investment Advisors LP$1.2B AUM0.50%$5M21.5KQ4 2025OLDER
Meridian Financial Partners LLC$263M AUM0.50%$1M7.2KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.50%$7M38.6KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.50%$2M8.5KQ4 2025OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM0.50%$1.3B7.15MQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.49%$1M7.2KQ1 2026OLDER
Busey Bank$3.7B AUM0.49%$18M99.8KQ1 2026OLDER
PEDDOCK CAPITAL ADVISORS, LLC$453M AUM0.49%$2M12.1KQ1 2026OLDER
Aspen Wealth Strategies, LLC$187M AUM0.48%$907,2245.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.48%$2M10.7KQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM0.48%$4M20.4KQ1 2026OLDER
Laraway Financial Advisors Inc$142M AUM0.48%$683,7483.7KQ1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.48%$26M140.1KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.48%$669,3363.7KQ1 2026OLDER
Flavin Financial Services, Inc.$149M AUM0.48%$706,5943.9KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.47%$19M103.6KQ1 2026OLDER
Spectrum Strategic Capital Management, LLC$186M AUM0.47%$878,0364.8KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.47%$3M14.2KQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM0.46%$601,4723.3KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.46%$7M30.8KQ4 2025OLDER
VCI Wealth Management LLC$361M AUM0.46%$2M9.1KQ1 2026OLDER
Boston Partners$95.5B AUM0.46%$440M2.41MQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.46%$4M24.6KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.46%$7M34.1KQ3 2025OLDER
Third View Private Wealth, LLC$730M AUM0.46%$3M18.2KQ1 2026OLDER
Capital World Investors$732.9B AUM0.45%$3.3B18.12MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.45%$404M2.21MQ1 2026OLDER
Colonial River Investments, LLC$279M AUM0.45%$1M6.9KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.45%$16M90.0KQ1 2026OLDER
Family Legacy, Inc.$333M AUM0.44%$1M8.1KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.44%$7M37.3KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.44%$85M465.9KQ1 2026OLDER
Highview Capital Management LLC/DE/$275M AUM0.44%$1M5.2KQ4 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.44%$2M8.7KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.44%$33M208.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.44%$341M1.87MQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.44%$26M140.3KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.44%$1M8.1KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.44%$9M44.6KQ3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.43%$16M86.2KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.43%$6M33.6KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.43%$2M12.5KQ1 2026OLDER
AUCTUS ADVISORS LLC$105M AUM0.43%$456,0752.5KQ1 2026OLDER
Whelan Financial$322M AUM0.43%$1M7.6KQ1 2026OLDER
Colter Lewis Investment Partners LLC$106M AUM0.43%$454,2512.5KQ1 2026OLDER
Leisure Capital Management$286M AUM0.43%$1M6.7KQ1 2026OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM0.42%$39M162.2KQ4 2025OLDER
Essential Partners LLC$250M AUM0.42%$1M5.0KQ1 2026OLDER
GMT CAPITAL CORP$2.2B AUM0.42%$9M50.8KQ1 2026OLDER
Generation Capital Management LLC$137M AUM0.42%$578,3963.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.42%$59M320.8KQ1 2026OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.42%$671,8903.7KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.41%$7M38.7KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.41%$2M10.3KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.41%$2M6.3KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.41%$6M36.4KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.41%$13M72.4KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.41%$1.2B6.58MQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.41%$7M35.2KQ2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.40%$102M560.0KQ1 2026OLDER
Seneca House Advisors$252M AUM0.40%$1M5.5KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.40%$21M116.5KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.40%$3M17.0KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.40%$1M5.1KQ4 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.40%$2M10.4KQ1 2026OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.40%$956,8455.2KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.39%$62M340.3KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.39%$245M1.34MQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.39%$51M278.0KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.39%$81M334.3KQ4 2025OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.39%$697,7542.9KQ4 2025OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.39%$1M4.4KQ4 2025OLDER
Sagewood Asset Management LP$319M AUM0.39%$1M6.8KQ1 2026OLDER
Expressive Wealth LLC$105M AUM0.39%$357,9661.5KQ4 2025OLDER
WEBSTER BANK, N. A.$1.1B AUM0.39%$4M22.4KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.38%$25M139.1KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.38%$16M88.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.38%$2M8.6KQ1 2026OLDER
BLB&B Advisors, LLC$2.4B AUM0.38%$9M49.8KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.37%$77M424.2KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.37%$429M2.35MQ1 2026OLDER
SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM0.37%$7M37.7KQ1 2026OLDER
Mission Financial Group, LLC$108M AUM0.37%$401,9902.2KQ1 2026OLDER
River Wealth Advisors LLC$871M AUM0.37%$3M17.6KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.37%$2M13.1KQ1 2026OLDER
Factorial Partners, LLC$138M AUM0.36%$502,5952.8KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.36%$5M29.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.36%$51M281.1KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.36%$33M180.1KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.36%$7M36.9KQ1 2026OLDER
Corus Family Wealth Advisors$123M AUM0.36%$440,9342.4KQ1 2026OLDER
Williams & Novak, LLC$151M AUM0.36%$466,3252.2KQ3 2025OLDER
JBGlobal.com LLC$114M AUM0.36%$408,9982.0KQ2 2026
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.36%$447,8662.5KQ1 2026OLDER
Heritage Trust Co$997M AUM0.35%$4M19.4KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.35%$7M37.8KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.35%$34M186.0KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.35%$1M6.5KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.35%$338,0921.4KQ4 2025OLDER
Wilmar Advisors LLC$116M AUM0.35%$425,1602.0KQ3 2025OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.35%$2M10.3KQ4 2025OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.35%$1M6.5KQ1 2026OLDER
Baldwin Investment Management, LLC$856M AUM0.34%$3M15.9KQ1 2026OLDER
Diversified Investment Strategies, LLC$157M AUM0.34%$529,9592.9KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.34%$2M9.7KQ2 2026
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.33%$534,9512.9KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.33%$955,5685.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.33%$7M39.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.33%$7M30.2KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.33%$158M882.4KQ1 2026OLDER
Saba Capital Management, L.P.$3.6B AUM0.33%$12M65.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.33%$176M965.9KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.33%$10M53.6KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.33%$2M9.5KQ4 2025OLDER
Bank OZK$283M AUM0.32%$914,7045.0KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM0.32%$578,9323.2KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.32%$5M27.7KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.32%$492M2.70MQ1 2026OLDER
PARUS FINANCE (UK) Ltd$334M AUM0.32%$1M5.8KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.31%$1M7.0KQ1 2026OLDER
Cornerstone Select Advisors, LLC$160M AUM0.31%$500,5882.7KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.31%$84M458.3KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.31%$16M89.2KQ1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM0.31%$418,6772.3KQ1 2026OLDER
REGATTA CAPITAL GROUP, LLC$661M AUM0.31%$2M11.3KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.31%$8M44.8KQ1 2026OLDER
Baltimore-Washington Financial Advisors, Inc.$2.3B AUM0.31%$7M39.5KQ1 2026OLDER
INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM0.31%$1M7.0KQ2 2026
IFG Advisors, LLC$611M AUM0.31%$2M10.2KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$503M AUM0.30%$1M6.0KQ3 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.30%$27M148.7KQ1 2026OLDER
Navalign, LLC$396M AUM0.30%$1M6.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.30%$656M3.61MQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.30%$57M314.7KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.30%$955,0215.2KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.30%$950,8525.2KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.30%$863,8064.7KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.30%$98M539.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.30%$2M12.6KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.29%$17M88.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.29%$3M15.8KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.29%$2M12.4KQ1 2026OLDER
POWER WEALTH MANAGEMENT LLC$269M AUM0.29%$780,7064.3KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.29%$3M14.0KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.29%$24M100.0KQ1 2026OLDER
tru Independence LLC$202M AUM0.29%$581,3213.2KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.29%$3M11.7KQ4 2025OLDER
Schrum Private Wealth Management LLC$131M AUM0.28%$372,7042.0KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.28%$1M7.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.28%$283M1.55MQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.28%$9M51.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.28%$327,4291.4KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.28%$12M67.2KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.28%$547,2903.0KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.28%$3M19.0KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.28%$1M5.6KQ1 2026OLDER
Cadence Bank$1.7B AUM0.28%$5M19.5KQ4 2025OLDER
Frederick Financial Consultants, LLC$201M AUM0.28%$554,7653.0KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.28%$8M43.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.27%$16M86.4KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.27%$98M537.4KQ1 2026OLDER
IPG Investment Advisors LLC$582M AUM0.27%$2M6.4KQ4 2025OLDER
Round Hill Asset Management$153M AUM0.27%$413,9342.3KQ1 2026OLDER
Vision Capital Management, Inc.$792M AUM0.27%$2M11.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.27%$449M2.46MQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.27%$611,2543.4KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.27%$2M12.6KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.27%$8M43.3KQ1 2026OLDER
Park Edge Advisors, LLC$434M AUM0.26%$1M6.3KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.26%$25M139.7KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.26%$1.4B5.89MQ4 2025OLDER
XY Capital Ltd$101M AUM0.26%$417,8291.7KQ4 2025OLDER
Integris Wealth Management, LLC$495M AUM0.26%$1M4.8KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.26%$1.3B6.94MQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.26%$976,5485.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.26%$2M8.8KQ1 2026OLDER
Pflug Koory, LLC$218M AUM0.26%$566,8103.1KQ1 2026OLDER
Thomasville National Bank$1.6B AUM0.26%$4M17.2KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.26%$12M67.4KQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.26%$1M5.8KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.26%$58M259.0KQ3 2025OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.26%$736,8354.0KQ1 2026OLDER
Stenger Family Office, LLC$566M AUM0.25%$1M7.9KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.25%$1M6.0KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.25%$5M27.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.25%$22M121.0KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.25%$1M5.7KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.25%$6M31.6KQ1 2026OLDER
New Covenant Trust Company, N.A.$112M AUM0.25%$278,6731.1KQ4 2025OLDER
SageGuard Financial Group, LLC$646M AUM0.25%$2M8.9KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.25%$1M8.0KQ1 2026OLDER
CFO CAPITAL MANAGEMENT LLC$121M AUM0.25%$302,6511.7KQ1 2026OLDER
Synergy Financial Group, LTD$133M AUM0.25%$330,3811.8KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.25%$247,9221.4KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.25%$460,7261.9KQ4 2025OLDER
Portfolio Design Labs, LLC$562M AUM0.25%$1M7.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.25%$11M62.4KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.25%$278M1.52MQ1 2026OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.25%$449,5082.5KQ1 2026OLDER
PROMETHIUM ADVISORS,LLC$193M AUM0.25%$475,3282.6KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.25%$1M4.7KQ3 2025OLDER
Riverwater Partners LLC$300M AUM0.25%$735,3754.0KQ1 2026OLDER
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM0.24%$1M5.9KQ1 2026OLDER
Kelsey Financial, LLC$114M AUM0.24%$279,3001.5KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.24%$275,0521.5KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.24%$2M12.6KQ1 2026OLDER
Arsenal Capital Advisors LLC$138M AUM0.24%$333,2991.8KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.24%$848,1994.6KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.24%$60M248.3KQ4 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.24%$8M44.7KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.24%$666,2343.7KQ1 2026OLDER
SEVEN MILE ADVISORY$139M AUM0.24%$330,3811.8KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.24%$2M13.4KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.24%$906,7615.0KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.24%$21M114.3KQ1 2026OLDER
Platform Technology Partners$519M AUM0.24%$1M6.8KQ1 2026OLDER
Income Insurance Ltd$147M AUM0.24%$348,9891.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.24%$221M1.21MQ1 2026OLDER
First Financial Group Corp$122M AUM0.24%$288,9771.6KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.23%$26M106.7KQ2 2026
CASTLEARK MANAGEMENT LLC$3.0B AUM0.23%$8M32.9KQ4 2025OLDER
Western Financial Corp/CA$255M AUM0.23%$597,8223.3KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.23%$470,1222.6KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.23%$3M18.6KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.23%$40M219.1KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.23%$8M46.2KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM0.23%$291,2111.6KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.23%$14M77.5KQ1 2026OLDER
RD Lewis Holdings, Inc.$115M AUM0.23%$267,5591.4KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.23%$2M10.1KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.23%$388,7582.1KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.23%$512,3352.8KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.23%$19M105.9KQ1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.23%$339,1091.4KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.23%$15M80.4KQ1 2026OLDER
LifePlan Financial, LLC$135M AUM0.23%$298,1031.2KQ4 2025OLDER
Optimize Financial Inc$203M AUM0.23%$462,8252.5KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.23%$692,6873.8KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.23%$747,2334.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.23%$58M316.8KQ1 2026OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.23%$823,3434.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.23%$544M2.98MQ1 2026OLDER
Westwood Wealth Management$255M AUM0.23%$300,5261.2KQ4 2025OLDER
Chicago Wealth Management, Inc.$251M AUM0.22%$562,0673.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.22%$9M50.9KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.22%$3M15.1KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.22%$1M7.7KQ1 2026OLDER
Emergent Wealth Advisors, LLC$169M AUM0.22%$376,7182.1KQ1 2026OLDER
MontVue Capital Management, Inc.$147M AUM0.22%$326,7331.8KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.22%$785,3614.3KQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM0.22%$1M6.9KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.22%$155M849.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.22%$4M21.1KQ1 2026OLDER
Wealth Science Advisors LLC$225M AUM0.22%$388,5031.6KQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.22%$911,9685.0KQ1 2026OLDER
Hara Capital LLC$200M AUM0.22%$436,0082.4KQ1 2026OLDER
Vantus Wealth LLC$136M AUM0.22%$295,1941.2KQ4 2025OLDER

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