CARRCARRIER GLOBAL CORPORATION
CUSIP 14448C104 · Yahoo Finance ↗ · Google Finance ↗
Carrier Global Corporation (CARR) has 1,471 institutional holders in Filings Flow’s 13F database, together reporting 715.71M shares worth $39.5B as of Q1 2026. The largest reported holders are Capital Research Global Investors, Vanguard Group Inc, and Blackrock, Inc..
Institutional Holders
1,471
Q1 2026
Reported Value
$39.5B
Ticker
CARR
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AdviceOne Advisory Services, LLC$177M AUM | 9.55% | $17M | 230.4K | Q2 2026 |
| Albar Capital Partners LLP$618M AUM | 7.56% | $47M | 829.8K | Q1 2026OLDER |
| Prevatt Capital Ltd$371M AUM | 5.99% | $22M | 395.0K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 3.98% | $69M | 1.30M | Q4 2025OLDER |
| Gates Capital Management, Inc.$3.7B AUM | 3.84% | $140M | 2.49M | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 3.18% | $13M | 223.1K | Q1 2026OLDER |
| PineStone Asset Management Inc.$16.2B AUM | 2.87% | $465M | 6.33M | Q2 2026 |
| SUMMITRY LLC$2.8B AUM | 2.82% | $80M | 1.42M | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 2.78% | $6M | 110.0K | Q4 2025OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 2.71% | $5M | 87.2K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 2.69% | $14M | 253.1K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 2.49% | $201M | 3.57M | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 2.48% | $27M | 483.0K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 2.40% | $8M | 105.4K | Q2 2026 |
| Turas Capital Management LP$392M AUM | 2.35% | $9M | 163.4K | Q1 2026OLDER |
| M. Kraus & Co$343M AUM | 2.31% | $8M | 140.8K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 2.24% | $3M | 42.7K | Q2 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 2.12% | $73M | 1.30M | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 2.05% | $6M | 109.1K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 2.05% | $2M | 37.8K | Q1 2026OLDER |
| Soviero Asset Management, LP$200M AUM | 1.94% | $4M | 69.0K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 1.90% | $11M | 145.9K | Q2 2026 |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 1.79% | $5M | 82.7K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 1.73% | $36M | 632.3K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 1.71% | $17M | 296.2K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.61% | $5M | 89.5K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 1.58% | $13M | 231.0K | Q1 2026OLDER |
| Bornite Capital Management LP$595M AUM | 1.55% | $16M | 300.0K | Q4 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 1.52% | $52M | 927.9K | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 1.45% | $118M | 2.10M | Q1 2026OLDER |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 1.41% | $5M | 83.0K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 1.41% | $6M | 111.2K | Q1 2026OLDER |
| WESTPORT ASSET MANAGEMENT INC$226M AUM | 1.30% | $3M | 52.4K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 1.28% | $375M | 6.67M | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 1.26% | $11M | 200.0K | Q4 2025OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.23% | $8M | 147.4K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.19% | $7M | 129.7K | Q1 2026OLDER |
| Elefante Mark B$182M AUM | 1.15% | $2M | 37.1K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 1.09% | $1M | 26.1K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 1.06% | $6M | 110.4K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 1.05% | $3M | 51.8K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 1.02% | $163M | 2.90M | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 1.02% | $6.6B | 116.39M | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 1.01% | $11M | 187.8K | Q1 2026OLDER |
| GPM Growth Investors, Inc.$238M AUM | 1.00% | $2M | 42.2K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.98% | $2M | 36.5K | Q1 2026OLDER |
| Aurora Investment Counsel$180M AUM | 0.97% | $2M | 31.0K | Q3 2025OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.96% | $5M | 92.9K | Q4 2025OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.93% | $14M | 271.2K | Q4 2025OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 0.91% | $14M | 194.5K | Q2 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.90% | $16M | 242.4K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 0.89% | $1M | 18.5K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 0.86% | $1M | 21.1K | Q3 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.85% | $49M | 922.6K | Q4 2025OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.84% | $8M | 145.4K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.83% | $61M | 1.08M | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.82% | $1.5B | 26.62M | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.82% | $30M | 537.4K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.80% | $35M | 618.0K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.80% | $6M | 109.6K | Q4 2025OLDER |
| Volterra Technologies LP$823M AUM | 0.77% | $8M | 143.4K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.75% | $456M | 8.09M | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 0.73% | $937,217 | 16.6K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 0.72% | $76M | 1.17M | Q3 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.69% | $23M | 416.9K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.68% | $1M | 25.0K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.68% | $829,569 | 14.7K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.66% | $1M | 20.6K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.66% | $12M | 219.8K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 0.65% | $8M | 142.4K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.65% | $11M | 196.3K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.65% | $3M | 46.9K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.64% | $1M | 19.3K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 0.64% | $2M | 43.4K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.64% | $5M | 88.8K | Q1 2026OLDER |
| Union Square Park Capital Management, LLC$176M AUM | 0.64% | $1M | 25.0K | Q4 2025OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.63% | $5M | 63.6K | Q2 2026 |
| Clarus Wealth Advisors$235M AUM | 0.63% | $1M | 26.8K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.63% | $13M | 248.4K | Q4 2025OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.63% | $8M | 138.4K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.61% | $2M | 43.3K | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.61% | $32M | 572.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.60% | $3M | 49.3K | Q4 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.60% | $4M | 59.8K | Q2 2026 |
| Delaney Dennis R$282M AUM | 0.60% | $2M | 30.1K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.59% | $5M | 88.6K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 0.59% | $1M | 21.1K | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 0.59% | $8M | 145.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.57% | $6M | 104.6K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.56% | $3M | 57.5K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.56% | $17M | 277.2K | Q3 2025OLDER |
| Massachusetts Wealth Management$231M AUM | 0.55% | $1M | 22.7K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.55% | $2M | 37.8K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.53% | $738,280 | 14.0K | Q4 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.53% | $7M | 133.1K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.52% | $3M | 48.4K | Q4 2025OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.52% | $3M | 52.1K | Q3 2025OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.51% | $766,854 | 13.6K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.51% | $713,786 | 12.7K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.49% | $13M | 236.9K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.49% | $7M | 117.9K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.49% | $1M | 21.3K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 0.48% | $800,526 | 15.2K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.48% | $1M | 14.7K | Q2 2026 |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.48% | $787,984 | 10.7K | Q2 2026 |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.48% | $3M | 49.9K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.48% | $2M | 40.1K | Q4 2025OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.48% | $1M | 18.6K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.47% | $704,160 | 9.6K | Q2 2026 |
| Lakewood Asset Management LLC$156M AUM | 0.47% | $737,096 | 13.1K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.47% | $3M | 48.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.46% | $94M | 1.29M | Q2 2026 |
| Impax Asset Management Group plc$14.3B AUM | 0.46% | $66M | 1.18M | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.45% | $2M | 38.3K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.45% | $27M | 486.8K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.45% | $3M | 57.0K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.44% | $4M | 84.2K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.44% | $1M | 20.4K | Q4 2025OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.44% | $8M | 143.3K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 0.40% | $827,644 | 14.7K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.40% | $4M | 68.1K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.39% | $834,345 | 14.8K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 0.39% | $708,605 | 12.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.39% | $46M | 811.6K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 0.39% | $3M | 48.5K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.39% | $1M | 19.0K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 0.39% | $395,183 | 7.0K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.38% | $1M | 22.2K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.37% | $104M | 1.97M | Q4 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.37% | $44M | 783.4K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 0.37% | $1M | 22.3K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.36% | $3M | 49.0K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.36% | $534,979 | 7.3K | Q2 2026 |
| Artisan Partners Limited Partnership$62.3B AUM | 0.36% | $224M | 3.97M | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.36% | $840,449 | 11.5K | Q2 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.35% | $607,129 | 10.8K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.35% | $2M | 35.2K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.34% | $12M | 229.1K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.34% | $197M | 3.50M | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.34% | $2M | 35.8K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.33% | $403,336 | 7.2K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.33% | $648,691 | 11.5K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.33% | $53M | 890.2K | Q3 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.33% | $3M | 46.8K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.33% | $673,341 | 12.7K | Q4 2025OLDER |
| ARWA LLC$202M AUM | 0.33% | $667,210 | 10.9K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.33% | $4M | 53.1K | Q2 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.33% | $12M | 208.9K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.33% | $474,702 | 8.4K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.32% | $795,982 | 15.1K | Q4 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.32% | $1M | 22.0K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.31% | $13M | 230.0K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.31% | $786,771 | 14.0K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.30% | $18M | 311.5K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.30% | $8M | 143.2K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.30% | $3M | 56.7K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 0.30% | $320,517 | 5.7K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 0.29% | $3M | 55.0K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.29% | $355,307 | 4.8K | Q2 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.28% | $782,666 | 14.8K | Q4 2025OLDER |
| Texas Bank & Trust Co$266M AUM | 0.28% | $741,941 | 13.2K | Q1 2026OLDER |
| MILFORD FUNDS LTD$4.8B AUM | 0.28% | $13M | 233.8K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.27% | $5M | 94.4K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.27% | $3M | 54.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $255,197 | 4.5K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.27% | $3M | 53.0K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.27% | $468,781 | 8.3K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.26% | $732,537 | 13.0K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.26% | $633,825 | 11.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.26% | $2M | 41.0K | Q4 2025OLDER |
| General Partner, Inc.$186M AUM | 0.26% | $482,863 | 6.6K | Q2 2026 |
| CITIZENS & NORTHERN CORP$401M AUM | 0.26% | $1M | 19.6K | Q4 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.26% | $6M | 108.4K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.25% | $708,718 | 12.6K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.25% | $734M | 13.03M | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.25% | $17M | 308.3K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.25% | $2M | 33.6K | Q4 2025OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.24% | $1M | 17.8K | Q3 2025OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.24% | $357,512 | 6.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.24% | $5M | 81.5K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 0.24% | $950,067 | 16.9K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.24% | $647,934 | 11.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.24% | $719,829 | 12.8K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.23% | $3M | 65.4K | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.23% | $400,516 | 7.1K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 0.23% | $727,391 | 13.4K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.23% | $21M | 367.4K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.23% | $277,100 | 4.6K | Q3 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.23% | $688,615 | 12.2K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.23% | $463,037 | 8.2K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.22% | $377,700 | 7.1K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.22% | $271M | 4.99M | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.22% | $19M | 364.1K | Q4 2025OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.22% | $1M | 19.6K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.22% | $564,795 | 7.7K | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.22% | $4M | 76.2K | Q4 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.22% | $2M | 22.5K | Q2 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.21% | $335M | 5.94M | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 0.21% | $426,702 | 7.6K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.21% | $480,043 | 8.5K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.21% | $847,395 | 16.0K | Q4 2025OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.21% | $261,842 | 4.7K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.21% | $5M | 81.5K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.21% | $411,506 | 7.3K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.21% | $363,249 | 6.5K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.21% | $2M | 39.2K | Q4 2025OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.21% | $714,287 | 9.7K | Q2 2026 |
| Machina Capital S.A.S.$508M AUM | 0.21% | $1M | 20.4K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.21% | $7M | 128.8K | Q4 2025OLDER |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 0.20% | $284,872 | 5.1K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.20% | $1M | 22.7K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.20% | $13M | 232.3K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.20% | $254,156 | 4.5K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.20% | $303,416 | 5.4K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.20% | $728,482 | 12.9K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 0.20% | $677,408 | 12.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.20% | $2M | 27.6K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.20% | $290,954 | 5.2K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.20% | $963,351 | 17.1K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.20% | $289,884 | 5.1K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.20% | $426,898 | 6.3K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.20% | $2M | 30.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.20% | $3M | 52.9K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.20% | $1M | 24.7K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.19% | $375,250 | 6.7K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.19% | $3M | 47.7K | Q4 2025OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.19% | $1M | 19.0K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.19% | $238,645 | 4.5K | Q4 2025OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.19% | $277,247 | 4.6K | Q4 2025OLDER |
| First City Capital Management, Inc.$189M AUM | 0.19% | $353,570 | 6.3K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.19% | $176M | 3.12M | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.18% | $255,992 | 3.5K | Q2 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.18% | $1M | 20.5K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.18% | $676,283 | 12.0K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.18% | $3M | 44.5K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.18% | $2M | 40.8K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.18% | $2M | 42.0K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.18% | $274,578 | 4.6K | Q3 2025OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.18% | $330,446 | 5.9K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.18% | $223,710 | 3.9K | Q4 2025OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.17% | $374,067 | 6.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.17% | $15M | 269.3K | Q1 2026OLDER |
| LCM Capital Management Inc$199M AUM | 0.17% | $343,172 | 6.1K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.17% | $6M | 98.0K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.17% | $557,948 | 9.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.17% | $5M | 97.0K | Q4 2025OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.17% | $216M | 3.84M | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.17% | $528,505 | 9.4K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.17% | $675,720 | 12.0K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 0.17% | $274,060 | 4.9K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.17% | $5M | 87.6K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.17% | $678,311 | 12.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.16% | $1M | 18.1K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.16% | $1M | 23.0K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.16% | $246,134 | 4.4K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.16% | $225,120 | 4.0K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.16% | $384,041 | 7.3K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.16% | $811,517 | 15.4K | Q4 2025OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.16% | $981,202 | 17.4K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.16% | $622,201 | 11.1K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 0.16% | $8M | 149.2K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.16% | $802,924 | 14.3K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 0.15% | $259,814 | 4.6K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 0.15% | $1M | 23.9K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.15% | $302,778 | 5.4K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.15% | $1M | 19.9K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.15% | $1.1B | 19.72M | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.15% | $6M | 100.0K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.15% | $207,108 | 3.7K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.15% | $314,772 | 5.6K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.15% | $707,153 | 12.6K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.15% | $1M | 20.0K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.15% | $850,567 | 11.6K | Q2 2026 |
| Hummer Financial Advisory Services Inc$152M AUM | 0.15% | $221,957 | 3.0K | Q2 2026 |
| Headlands Technologies LLC$878M AUM | 0.15% | $2M | 33.1K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.14% | $18M | 317.4K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.14% | $901,973 | 16.0K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.14% | $603M | 10.72M | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.14% | $1M | 25.4K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.14% | $231,265 | 4.1K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.13% | $288,612 | 5.5K | Q4 2025OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.13% | $18M | 311.8K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.13% | $445,131 | 7.9K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.13% | $497,396 | 8.9K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 113.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.13% | $6M | 101.4K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.13% | $1M | 24.7K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.13% | $23M | 400.0K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.13% | $374,743 | 6.7K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.13% | $70M | 1.25M | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.13% | $419,228 | 7.4K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.13% | $2M | 28.7K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.13% | $483,286 | 8.6K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.13% | $1M | 22.2K | Q3 2025OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.13% | $329,188 | 5.8K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.13% | $259,428 | 4.6K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.13% | $340,487 | 6.0K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.13% | $2M | 39.5K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.13% | $9M | 152.4K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.13% | $345,807 | 4.7K | Q2 2026 |
| M&G Plc$19.4B AUM | 0.13% | $25M | 438.0K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.13% | $406,438 | 6.8K | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.12% | $555,724 | 9.9K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 0.12% | $332,229 | 5.9K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.12% | $2M | 39.4K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.12% | $219,860 | 3.7K | Q3 2025OLDER |
| Fire Capital Management LLC$214M AUM | 0.12% | $264,207 | 4.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.12% | $3M | 48.5K | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.12% | $440,794 | 7.8K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.12% | $4M | 70.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.12% | $1.9B | 34.96M | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.12% | $110M | 1.95M | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.12% | $632,136 | 11.2K | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.12% | $1M | 20.2K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.12% | $408,413 | 5.6K | Q2 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.12% | $2M | 38.4K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.12% | $3M | 51.5K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.12% | $264,598 | 4.7K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.12% | $1M | 20.5K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.12% | $151,818 | 2.7K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.12% | $24M | 426.4K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.12% | $262,158 | 4.0K | Q4 2025OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.12% | $2M | 32.6K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.11% | $16M | 289.8K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.11% | $5M | 89.7K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.11% | $2M | 30.2K | Q3 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.11% | $2M | 27.2K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.11% | $13M | 235.0K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.11% | $466,528 | 8.3K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.11% | $908,055 | 16.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.11% | $118M | 2.10M | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.11% | $2.1B | 36.51M | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.11% | $2M | 29.6K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.11% | $205,965 | 3.5K | Q3 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.11% | $271,635 | 4.5K | Q3 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.11% | $3M | 60.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.11% | $98M | 1.75M | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.11% | $732,030 | 13.0K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.11% | $722,851 | 12.8K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.11% | $1M | 21.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.10% | $21M | 373.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.10% | $2M | 21.9K | Q2 2026 |
| Ted Buchan & Co$275M AUM | 0.10% | $285,492 | 5.1K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.10% | $237,572 | 4.2K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.10% | $339,099 | 6.0K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.10% | $8M | 141.2K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.10% | $967,237 | 17.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.10% | $205,306 | 3.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.10% | $65M | 1.24M | Q4 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.10% | $321,184 | 5.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.10% | $3M | 36.9K | Q2 2026 |
| Curated Wealth Partners LLC$794M AUM | 0.10% | $792,562 | 14.1K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.10% | $878,830 | 15.6K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.10% | $5M | 86.8K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.10% | $498,633 | 6.8K | Q2 2026 |
| First Bank & Trust$680M AUM | 0.10% | $672,693 | 9.2K | Q2 2026 |
| Holistic Financial Partners$269M AUM | 0.10% | $264,714 | 4.7K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.10% | $5M | 94.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.10% | $4M | 65.1K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.10% | $4M | 51.2K | Q2 2026 |
| Wynn Capital, LLC$224M AUM | 0.10% | $216,603 | 3.0K | Q2 2026 |
| Plan A Wealth LLC$209M AUM | 0.10% | $200,013 | 3.6K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.10% | $2M | 37.2K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.09% | $17M | 307.5K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.09% | $215,224 | 3.6K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.09% | $887,236 | 16.8K | Q4 2025OLDER |
| Broderick Brian C$542M AUM | 0.09% | $502,849 | 8.9K | Q1 2026OLDER |
| United Bank$301M AUM | 0.09% | $270,435 | 5.1K | Q4 2025OLDER |
| Legacy Bridge, LLC$262M AUM | 0.09% | $238,924 | 4.2K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.09% | $840,708 | 14.9K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.09% | $1M | 20.7K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.09% | $209,811 | 0 | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.09% | $2M | 33.3K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.09% | $587,933 | 10.4K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.09% | $125,290 | 2.2K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM | 0.09% | $3M | 43.1K | Q2 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.09% | $1M | 18.0K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.09% | $3M | 59.1K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.09% | $16M | 222.2K | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.09% | $202,747 | 3.8K | Q4 2025OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.09% | $803,769 | 14.3K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.09% | $213,813 | 3.3K | Q4 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.09% | $272,276 | 4.8K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.09% | $578,867 | 10.3K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 0.09% | $184,695 | 2.5K | Q2 2026 |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.09% | $7M | 133.1K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.09% | $11M | 199.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.09% | $7M | 137.4K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.09% | $318M | 5.64M | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.09% | $301,822 | 5.4K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.08% | $189,317 | 2.6K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.08% | $160,474 | 2.7K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.08% | $261M | 4.94M | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.08% | $52M | 924.7K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.08% | $283,070 | 5.0K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.08% | $3M | 44.7K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.08% | $10M | 178.1K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.08% | $302,666 | 5.4K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.08% | $837,161 | 14.9K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.08% | $3M | 45.7K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.08% | $377,277 | 6.7K | Q2 2026 |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.08% | $250,474 | 4.4K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.08% | $9M | 179.7K | Q4 2025OLDER |
| Sky Investment Group LLC$583M AUM | 0.08% | $481,676 | 8.6K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.08% | $2M | 43.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $5M | 84.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.08% | $4M | 76.5K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.08% | $1M | 25.4K | Q1 2026OLDER |
| Alta Advisers Ltd$276M AUM | 0.08% | $266,441 | 4.5K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.08% | $5M | 92.2K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.08% | $853,435 | 15.2K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.08% | $795,481 | 10.8K | Q2 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.08% | $2M | 36.4K | Q4 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.08% | $28M | 504.3K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.08% | $1M | 20.9K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.08% | $123,707 | 2.2K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.08% | $1M | 22.1K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.08% | $323,270 | 5.7K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.08% | $204,167 | 3.6K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.08% | $1M | 21.7K | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 0.08% | $743,911 | 13.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.08% | $6M | 120.6K | Q4 2025OLDER |
| Sentry LLC$314M AUM | 0.08% | $242,696 | 4.3K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.08% | $619,354 | 11.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 40.5K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.08% | $5M | 95.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.08% | $7M | 131.8K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.08% | $339,132 | 5.2K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.08% | $24M | 492.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.08% | $366M | 6.51M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.08% | $44M | 783.4K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.08% | $400,702 | 7.1K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.07% | $543,330 | 9.1K | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.07% | $56M | 988.3K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.07% | $2M | 28.2K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.07% | $212,063 | 3.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.07% | $53M | 942.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.07% | $40M | 701.6K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.07% | $234,644 | 4.2K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.07% | $213,595 | 2.9K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.07% | $354M | 6.29M | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.07% | $7M | 127.6K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.07% | $197,728 | 3.5K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.07% | $254,378 | 3.5K | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.07% | $2.9B | 51.34M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.07% | $125M | 2.22M | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.07% | $616,031 | 10.9K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.07% | $14M | 243.2K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.07% | $316,776 | 6.0K | Q4 2025OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.07% | $243,934 | 4.1K | Q3 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.07% | $570,111 | 10.1K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.07% | $8M | 150.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.07% | $4.9B | 92.67M | Q4 2025OLDER |
| Drexel Morgan & Co.$682M AUM | 0.07% | $483,027 | 8.6K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.07% | $258,754 | 4.6K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 0.07% | $678,711 | 9.3K | Q2 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.07% | $343,153 | 6.1K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.07% | $193,312 | 3.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.07% | $66M | 1.17M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.07% | $43M | 769.0K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.07% | $23M | 416.7K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.07% | $452,961 | 8.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.07% | $5M | 84.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.07% | $12M | 207.7K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $263,170 | 4.7K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 99.8K | Q3 2025OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.07% | $7M | 141.8K | Q2 2026 |
| Caldwell Trust Co$1.1B AUM | 0.07% | $760,016 | 13.5K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.07% | $412,302 | 7.3K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.07% | $6M | 101.8K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.07% | $251,571 | 4.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.07% | $79M | 1.40M | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.07% | $40M | 713.4K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.07% | $305,257 | 5.4K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 0.07% | $818,659 | 11.2K | Q2 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.07% | $164,538 | 2.9K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.07% | $5M | 90.0K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.07% | $99M | 1.76M | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.07% | $294,067 | 5.2K | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.07% | $246,976 | 4.4K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.07% | $77M | 1.36M | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.07% | $13M | 236.7K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.07% | $218,757 | 3.7K | Q3 2025OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.07% | $11M | 196.9K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.07% | $296,412 | 5.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.07% | $1.9B | 33.51M | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.06% | $215,329 | 3.8K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.06% | $16M | 292.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $36M | 646.1K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.06% | $241,845 | 4.1K | Q3 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.06% | $649,922 | 9.7K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.06% | $728,877 | 12.9K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.06% | $271,076 | 4.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.06% | $274,947 | 4.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.06% | $249M | 4.43M | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.06% | $213,665 | 2.9K | Q2 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.06% | $22M | 392.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.06% | $16M | 300.8K | Q4 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.06% | $1M | 18.6K | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.06% | $3M | 47.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.