SEC 13F Intelligence

CMCSACOMCAST CORP NEW

CUSIP 20030N101 · Yahoo Finance ↗ · Google Finance ↗

Comcast Corp New (CMCSA) has 2,008 institutional holders in Filings Flow’s 13F database, together reporting 3050.85M shares worth $84.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,008
Q1 2026
Reported Value
$84.8B
Ticker
CMCSA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,611Q4 ’18Q1 ’19: 1,664Q2 ’19: 1,722Q2 ’19Q3 ’19: 1,748Q2 ’21: 2,147Q2 ’21Q4 ’21: 2,219Q4 ’22: 2,061Q4 ’22Q4 ’25: 2,039Q1 ’26: 2,008Q1 ’26Q2 ’26: 155filingsflow.com
Total reported value
Q4 ’18: $1.06TQ4 ’18Q1 ’19: $1.35TQ2 ’19: $1.33TQ2 ’19Q3 ’19: $1.68TQ2 ’21: $1.71TQ2 ’21Q4 ’21: $1.45TQ4 ’22: $64.5BQ4 ’22Q4 ’25: $87.0BQ1 ’26: $84.8BQ1 ’26Q2 ’26: $739Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Long Focus Capital Management, LLC$3.8B AUM14.45%$549M19.13MQ1 2026OLDER
GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM11.09%$187M6.52MQ1 2026OLDER
Metropolis Capital Ltd$3.0B AUM7.36%$218M7.59MQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM7.25%$174M6.06MQ1 2026OLDER
Compass Rose Asset Management, LP$1.3B AUM6.95%$85M3.02MQ4 2025OLDER
Ranmore Fund Management Ltd$757M AUM6.76%$51M1.78MQ1 2026OLDER
Kiltearn Partners LLP$372M AUM6.18%$23M800.0KQ1 2026OLDER
Voyager Global Management LP$2.9B AUM5.52%$189M6.00MQ3 2025OLDER
Round Hill Asset Management$153M AUM5.47%$8M290.6KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM5.45%$229M7.96MQ1 2026OLDER
Harbor Island Capital LLC$269M AUM5.12%$14M480.4KQ1 2026OLDER
Rothschild & Co Wealth Management UK Ltd$6.5B AUM5.05%$330M11.49MQ1 2026OLDER
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM4.60%$17M558.4KQ4 2025OLDER
DENDUR CAPITAL LP$1.4B AUM4.45%$45M1.50MQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM4.14%$79M2.76MQ1 2026OLDER
DCM Advisors, LLC$220M AUM3.92%$9M299.9KQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM3.67%$104M3.48MQ4 2025OLDER
COLRAIN CAPITAL LLC$259M AUM3.67%$9M330.6KQ1 2026OLDER
EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM3.62%$1.1B37.58MQ1 2026OLDER
BISLETT MANAGEMENT, LLC$130M AUM3.54%$5M160.0KQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM3.46%$247M8.59MQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM3.41%$3M120.5KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM3.30%$16M551.9KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM3.18%$30M1.06MQ1 2026OLDER
AMERICAN FINANCIAL GROUP INC$270M AUM2.84%$8M267.0KQ1 2026OLDER
St. James Investment Company, LLC$638M AUM2.78%$18M562.5KQ3 2025OLDER
CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM2.62%$201M6.99MQ1 2026OLDER
Hi-Line Capital Management, LLC$318M AUM2.60%$8M261.5KQ4 2025OLDER
AIRE ADVISORS, LLC$547M AUM2.60%$14M494.5KQ1 2026OLDER
Tandem Investment Advisors, Inc.$2.0B AUM2.55%$74,7002.38MQ3 2025OLDER
MATRIX ASSET ADVISORS INC/NY$1.1B AUM2.38%$26M904.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM2.37%$769M26.80MQ1 2026OLDER
TORRAY INVESTMENT PARTNERS LLC$682M AUM2.34%$16M555.1KQ1 2026OLDER
FOUNDATION RESOURCE MANAGEMENT INC$889M AUM2.17%$19M671.5KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM2.10%$205M7.15MQ1 2026OLDER
EDGAR LOMAX CO/VA$1.4B AUM2.10%$29M1.03MQ1 2026OLDER
SRB CORP$1.6B AUM1.93%$31M1.10MQ1 2026OLDER
KKM Financial LLC$563M AUM1.92%$11M361.7KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM1.90%$10M330.0KQ4 2025OLDER
Hillman Capital Management, Inc.$144M AUM1.90%$3M95.2KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM1.90%$3M87.2KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM1.85%$39M1.29MQ4 2025OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.85%$2M67.5KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM1.84%$1.1B37.78MQ1 2026OLDER
DigitalBridge Group, Inc.$1.6B AUM1.83%$29M1.01MQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM1.80%$34M1.20MQ1 2026OLDER
DODGE & COX$182.0B AUM1.78%$3.2B113.11MQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM1.76%$10M359.7KQ1 2026OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM1.73%$38M1.27MQ4 2025OLDER
Cheviot Value Management, LLC$996M AUM1.70%$17M589.8KQ1 2026OLDER
BOYAR ASSET MANAGEMENT INC.$176M AUM1.68%$3M102.6KQ1 2026OLDER
Robinson Value Management, Ltd.$180M AUM1.67%$3M104.6KQ1 2026OLDER
Apollo Management Holdings, L.P.$7.6B AUM1.64%$124M4.34MQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM1.62%$12M480.9KQ2 2026
Brookmont Capital Management$179M AUM1.56%$3M97.2KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM1.52%$18M612.4KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM1.50%$32M1.13MQ1 2026OLDER
HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM1.50%$9M275.3KQ3 2025OLDER
Hutchinson Financial Advisors, INC$102M AUM1.47%$1M47.7KQ3 2025OLDER
Virtus Family Office LLC$117M AUM1.46%$2M59.5KQ1 2026OLDER
Beacon Harbor Wealth Advisors, Inc.$477M AUM1.45%$6M198.0KQ3 2025OLDER
Mork Capital Management, LLC$141M AUM1.43%$2M70.2KQ1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM1.42%$16M567.2KQ1 2026OLDER
Senator Investment Group LP$2.2B AUM1.40%$35M1.17MQ4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM1.40%$208M6.98MQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM1.38%$21M669.0KQ3 2025OLDER
SORA INVESTORS LLC$1.1B AUM1.37%$15M471.4KQ3 2025OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM1.33%$15M506.4KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM1.31%$185M6.43MQ1 2026OLDER
Van Cleef Asset Management,Inc$929M AUM1.30%$12M421.3KQ1 2026OLDER
Kopernik Global Investors, LLC$1.4B AUM1.30%$19M649.2KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM1.28%$10M363.4KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM1.28%$39M1.36MQ1 2026OLDER
Meridiem Capital Partners LP$1.5B AUM1.27%$21M707.1KQ4 2025OLDER
Empyrean Capital Partners, LP$3.1B AUM1.26%$39M1.34MQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM1.25%$3M114.3KQ1 2026OLDER
R.H. Dinel Investment Counsel, Inc.$124M AUM1.24%$2M53.4KQ1 2026OLDER
Shay Capital LLC$1.2B AUM1.23%$12M404.5KQ4 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM1.22%$42M1.47MQ1 2026OLDER
Coleford Investment Management Ltd.$408M AUM1.20%$5M165.7KQ4 2025OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM1.20%$4M140.7KQ1 2026OLDER
Buck Wealth Strategies, LLC$810M AUM1.18%$10M334.0KQ1 2026OLDER
Benchstone Capital Management LP$860M AUM1.18%$11M366.7KQ4 2025OLDER
LifePlan Financial, LLC$135M AUM1.16%$2M54.5KQ1 2026OLDER
Verity & Verity, LLC$1.3B AUM1.13%$15M527.3KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM1.10%$7M235.6KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM1.10%$4M138.0KQ1 2026OLDER
Granite Group Advisors, LLC$165M AUM1.10%$2M65.2KQ1 2026OLDER
Kerusso Capital Management LLC$200M AUM1.07%$2M74.7KQ1 2026OLDER
VALUEWORKS LLC$367M AUM1.07%$4M136.4KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM1.07%$7M254.0KQ1 2026OLDER
apricus wealth, LLC$205M AUM1.06%$2M76.1KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM1.06%$15M512.8KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM1.06%$66M2.28MQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM1.05%$56M1.94MQ1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM1.01%$759M26.45MQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM1.00%$37M1.28MQ1 2026OLDER
Exeter Financial, LLC$245M AUM1.00%$2M73.8KQ3 2025OLDER
FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM1.00%$6M211.8KQ1 2026OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM1.00%$7M230.6KQ1 2026OLDER
Center for Wealth Management Advisory$139M AUM0.99%$1M47.9KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.99%$185M6.44MQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM0.96%$2M56.5KQ1 2026OLDER
Hudson Portfolio Management LLC$119M AUM0.96%$1M39.6KQ1 2026OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.95%$8M318.7KQ2 2026
Ironwood Investment Counsel, LLC$694M AUM0.94%$7M227.3KQ1 2026OLDER
McKinney Capital Management, LLC$116M AUM0.94%$1M38.0KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.93%$4M147.3KQ1 2026OLDER
Thrive Capital Management, LLC$456M AUM0.92%$4M146.7KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.92%$9M309.5KQ1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.92%$3M101.8KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM0.91%$2M100.7KQ2 2026
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM0.91%$14M500.7KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.90%$16M529.1KQ4 2025OLDER
Timber Creek Capital Management LLC$412M AUM0.89%$4M127.7KQ1 2026OLDER
PIONEER TRUST BANK N A/OR$412M AUM0.89%$4M120.4KQ3 2025OLDER
Murphy Pohlad Asset Management LLC$279M AUM0.88%$2M85.7KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.87%$1M47.3KQ3 2025OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.87%$60M2.10MQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM0.87%$7M234.9KQ3 2025OLDER
SKBA CAPITAL MANAGEMENT LLC$728M AUM0.86%$6M197.7KQ3 2025OLDER
Tudor Financial Inc.$196M AUM0.86%$2M58.4KQ1 2026OLDER
Philosophy Capital Management LLC$1.6B AUM0.86%$21M665.7KQ3 2025OLDER
denkapparat Operations GmbH$242M AUM0.86%$2M72.0KQ1 2026OLDER
SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM0.85%$8M247.0KQ3 2025OLDER
Bridge Creek Capital Management LLC$360M AUM0.83%$3M94.9KQ3 2025OLDER
Lantern Wealth Advisors, LLC$195M AUM0.81%$2M55.3KQ1 2026OLDER
Sciencast Management LP$785M AUM0.81%$4M138.4KQ3 2025OLDER
Tevis Investment Management$176M AUM0.81%$1M42.7KQ4 2025OLDER
Step Capital Management Pte. Ltd.$249M AUM0.81%$2M70.0KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.81%$2M52.9KQ1 2026OLDER
Ally Financial Inc.$804M AUM0.80%$6M223.3KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.79%$813,55628.3KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.79%$918,51532.8KQ4 2025OLDER
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM0.78%$1M46.1KQ1 2026OLDER
GARDNER RUSSO & QUINN LLC$8.5B AUM0.76%$65M2.25MQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.74%$2M50.4KQ4 2025OLDER
Carolina Wealth Advisors, LLC$255M AUM0.74%$2M77.1KQ2 2026
Arjuna Capital$393M AUM0.74%$3M95.0KQ3 2025OLDER
WINNOW WEALTH LLC$130M AUM0.74%$957,50733.4KQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM0.74%$3M114.1KQ4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.73%$71M2.05MQ2 2026
Empire Life Investments Inc.$1.6B AUM0.72%$12M391.3KQ3 2025OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.72%$4M150.1KQ1 2026OLDER
Capital World Investors$732.9B AUM0.71%$5.2B182.14MQ1 2026OLDER
BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM0.71%$3M94.4KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.70%$3M93.4KQ1 2026OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM0.70%$9M330.1KQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM0.70%$46M1.60MQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.69%$9M313.0KQ1 2026OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.69%$1M38.2KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.68%$8M273.4KQ4 2025OLDER
Cravens & Co Advisors, LLC$154M AUM0.68%$1M36.4KQ1 2026OLDER
Wealth Intelligence, LLC$208M AUM0.68%$1M45.7KQ4 2025OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.68%$16M546.9KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.67%$2M74.9KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.67%$1M44.3KQ4 2025OLDER
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.66%$3M134.9KQ2 2026
Shorepoint Capital Partners LLC$503M AUM0.66%$3M105.4KQ3 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.66%$28M987.7KQ1 2026OLDER
Donald L. Hagan, LLC$204M AUM0.66%$1M42.5KQ3 2025OLDER
American Trust Investment Advisors, LLC$181M AUM0.66%$1M40.4KQ3 2025OLDER
Bard Financial Services, Inc.$911M AUM0.65%$6M189.5KQ3 2025OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.65%$118M4.11MQ1 2026OLDER
Sienna Gestion$1.5B AUM0.65%$10M343.6KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.63%$1M44.9KQ1 2026OLDER
Worthington Financial Partners, LLC$116M AUM0.62%$724,80425.2KQ1 2026OLDER
Phoenix Wealth Advisors$253M AUM0.62%$2M54.3KQ1 2026OLDER
Argyle Capital Management, LLC$308M AUM0.61%$2M65.7KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.61%$117M4.08MQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.61%$3M108.0KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.61%$2M81.2KQ4 2025OLDER
HARRELL INVESTMENT PARTNERS, LLC$461M AUM0.60%$3M87.5KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.59%$27M1.11MQ2 2026
GUARDIAN INVESTMENT MANAGEMENT$127M AUM0.59%$746,46026.0KQ1 2026OLDER
Hara Capital LLC$200M AUM0.58%$1M40.6KQ1 2026OLDER
SPWM Advisors LLC$115M AUM0.57%$660,48726.5KQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM0.57%$7M244.8KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.57%$116M4.76MQ2 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.57%$44M1.53MQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.57%$4M143.9KQ1 2026OLDER
Access Investment Management LLC$376M AUM0.56%$2M73.8KQ1 2026OLDER
Traub Capital Management LLC$101M AUM0.56%$564,20919.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.56%$3M105.1KQ3 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.55%$29M1.02MQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.55%$649,15122.6KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.54%$2M81.4KQ1 2026OLDER
CRUX WEALTH ADVISORS$261M AUM0.54%$1M49.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.54%$334M11.62MQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.53%$24M851.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.53%$3.5B121.56MQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.53%$36M1.26MQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.53%$16M573.2KQ1 2026OLDER
Wealth Advisors of Tampa Bay, LLC$302M AUM0.53%$2M56.0KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.53%$2M70.0KQ2 2026
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.53%$942,29431.5KQ4 2025OLDER
CINCINNATI CASUALTY CO$191M AUM0.52%$1M35.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.52%$1M42.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.52%$9M329.3KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM0.52%$26M891.6KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.51%$2M74.6KQ1 2026OLDER
Flagship Capital Management Inc.$136M AUM0.51%$691,27924.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.51%$85M2.96MQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.50%$1M41.3KQ2 2026
Corsicana & Co.$158M AUM0.50%$790,98821.4KQ1 2026OLDER
Farmers National Bank$453M AUM0.50%$2M78.8KQ2 2026
Brindle & Bay Financial Advisors, LLC$163M AUM0.49%$805,39828.1KQ1 2026OLDER
Hardman Johnston Global Advisors LLC$2.1B AUM0.49%$10M361.7KQ1 2026OLDER
Davis Investment Partners, LLC$283M AUM0.49%$1M48.6KQ1 2026OLDER
Michels Family Financial, LLC$139M AUM0.49%$683,06423.8KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.49%$784,49326.2KQ4 2025OLDER
Friedenthal Financial$217M AUM0.49%$972,81033.9KQ1 2026OLDER
Persium Advisors, LLC$127M AUM0.49%$655,64120.9KQ3 2025OLDER
Hardworking Capital Advisors, LLC$107M AUM0.48%$516,22018.0KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.48%$1M48.0KQ1 2026OLDER
PFW Advisors LLC$318M AUM0.48%$2M51.7KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.48%$34M1.14MQ4 2025OLDER
Signet Investment Advisory Group, Inc.$218M AUM0.47%$1M35.5KQ1 2026OLDER
Winthrop Partners - WNY, LLC$188M AUM0.47%$874,76530.5KQ1 2026OLDER
Somerset Trust Co$354M AUM0.46%$2M66.9KQ2 2026
Avantra Family Wealth, Inc.$134M AUM0.46%$623,09321.7KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.46%$791,79327.6KQ1 2026OLDER
Red Spruce Capital, LLC$287M AUM0.46%$1M53.8KQ2 2026
Phillips Wealth Planners LLC$133M AUM0.45%$546,43817.6KQ3 2025OLDER
Private Advisory Group LLC$1.5B AUM0.45%$7M240.2KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.45%$33M1.15MQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.45%$5M168.3KQ1 2026OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM0.45%$34M1.17MQ1 2026OLDER
Lindenwold Advisors, INC$212M AUM0.44%$940,02429.9KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.44%$8M274.4KQ1 2026OLDER
MQS Management LLC$148M AUM0.44%$754,20624.0KQ3 2025OLDER
Rede Wealth, LLC$278M AUM0.44%$559,87517.8KQ3 2025OLDER
BAXTER BROS INC$810M AUM0.44%$4M123.6KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM0.44%$2M76.3KQ1 2026OLDER
Van Diest Capital, LLC$127M AUM0.43%$549,45419.1KQ1 2026OLDER
Astra Wealth Partners LLC$168M AUM0.43%$730,54124.4KQ4 2025OLDER
Brown Miller Wealth Management, LLC$397M AUM0.43%$2M48.7KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.43%$2M63.0KQ3 2025OLDER
CLARK ESTATES INC/NY$416M AUM0.43%$2M62.1KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.42%$1M43.9KQ3 2025OLDER
Clearline Capital LP$1.9B AUM0.42%$9M287.8KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.42%$487M16.96MQ1 2026OLDER
Manske Wealth Management$357M AUM0.42%$2M52.6KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.42%$55M1.91MQ1 2026OLDER
Oak Asset Management, LLC$290M AUM0.42%$1M42.8KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.42%$2M53.1KQ1 2026OLDER
Mandatum Life Insurance Co Ltd$445M AUM0.42%$2M65.2KQ1 2026OLDER
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM0.42%$477,26716.6KQ1 2026OLDER
Scissortail Wealth Management, LLC$498M AUM0.41%$2M71.8KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM0.41%$858,77429.9KQ1 2026OLDER
NATIXIS$28.0B AUM0.41%$115M4.01MQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.41%$466,27016.2KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.41%$1M37.7KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.41%$14M498.1KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.41%$3M95.8KQ1 2026OLDER
Storgate, LLC$127M AUM0.40%$514,91417.9KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.40%$1M37.3KQ3 2025OLDER
STF Management LP$107M AUM0.40%$425,18514.2KQ4 2025OLDER
Capital Research Global Investors$644.6B AUM0.40%$2.6B89.57MQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.40%$80M2.79MQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$332M AUM0.40%$1M53.8KQ2 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.40%$48M1.66MQ1 2026OLDER
Bowman & Co S.C.$237M AUM0.40%$939,66231.4KQ4 2025OLDER
Greenfield Savings Bank$264M AUM0.40%$1M42.4KQ2 2026
V-Square Quantitative Management LLC$946M AUM0.39%$4M129.7KQ1 2026OLDER
TT Capital Management LLC$121M AUM0.39%$476,19916.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.39%$1M32.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.39%$50M1.75MQ1 2026OLDER
Monte Financial Group, LLC$282M AUM0.39%$1M38.2KQ1 2026OLDER
Andrews Advisory Associates, LLC$190M AUM0.39%$738,76625.7KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.39%$23M814.1KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.39%$52M1.66MQ3 2025OLDER
JMN Financial LLC$102M AUM0.39%$394,15913.7KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.39%$1M36.5KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.39%$2M77.7KQ3 2025OLDER
Essential Partners LLC$250M AUM0.39%$965,34327.0KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.38%$5M174.6KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.38%$2M57.1KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.38%$7M233.0KQ1 2026OLDER
Tulsa Wealth Advisors, INC$570M AUM0.38%$2M74.9KQ1 2026OLDER
Asset One Wealth Management LLC$904M AUM0.38%$3M117.2KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.37%$19M665.4KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.37%$33M1.14MQ1 2026OLDER
SAGE PRIVATE WEALTH GROUP, LLC$199M AUM0.37%$741,48025.8KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.37%$3M91.8KQ1 2026OLDER
Clear Trail Advisors, LLC$601M AUM0.37%$2M77.0KQ1 2026OLDER
EDMP, INC.$124M AUM0.37%$453,44415.8KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.36%$393,68613.2KQ4 2025OLDER
Soltis Investment Advisors LLC$1.6B AUM0.36%$6M199.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.36%$5M163.7KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.36%$2M56.8KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.36%$71M2.50MQ1 2026OLDER
Cypress Capital, LLC$370M AUM0.36%$1M54.0KQ2 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.36%$21M744.8KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM0.35%$940,48332.8KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.35%$1M36.3KQ3 2025OLDER
WEIK CAPITAL MANAGEMENT$251M AUM0.35%$880,96630.7KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.35%$4M129.8KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.35%$334M11.62MQ1 2026OLDER
Cincinnati Specialty Underwriters Insurance CO$412M AUM0.35%$1M50.0KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.35%$513,45720.9KQ2 2026
DGS Capital Management, LLC$609M AUM0.34%$2M72.8KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$124M AUM0.34%$425,74617.3KQ2 2026
Lakeshore Capital Group, Inc.$123M AUM0.34%$419,84914.6KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.34%$15M495.0KQ4 2025OLDER
Plato Investment Management Ltd$1.5B AUM0.34%$5M177.2KQ1 2026OLDER
MOTCO$1.1B AUM0.34%$4M128.6KQ1 2026OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.34%$7M231.5KQ1 2026OLDER
Alpha Family Trust$206M AUM0.34%$696,44524.5KQ1 2026OLDER
Vista Cima Wealth Management LLC$101M AUM0.34%$405,11112.9KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.34%$48M1.66MQ1 2026OLDER
Vectors Research Management, LLC$342M AUM0.33%$1M39.9KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.33%$14M443.4KQ3 2025OLDER
WOODSTOCK CORP$1.1B AUM0.33%$4M129.9KQ1 2026OLDER
CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM0.33%$3M104.9KQ1 2026OLDER
Mill Capital Management, LLC$1.3B AUM0.33%$4M150.8KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.33%$31M1.07MQ1 2026OLDER
PRECEDENT WEALTH PARTNERS, LLC$500M AUM0.33%$2M57.0KQ1 2026OLDER
Tejara Capital Ltd$303M AUM0.33%$993,36634.6KQ1 2026OLDER
SHEPHERD KAPLAN KROCHUK, LLC$119M AUM0.32%$392,90712.5KQ3 2025OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.32%$33M1.05MQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.32%$826,12626.3KQ3 2025OLDER
Beirne Wealth Consulting Services, LLC$503M AUM0.32%$1M42.1KQ3 2025OLDER
OmniStar Financial Group, Inc.$193M AUM0.32%$540,53918.1KQ4 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.32%$2M72.1KQ3 2025OLDER
XXI WEALTH, LLC$177M AUM0.32%$557,95019.4KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM0.31%$485,80216.9KQ1 2026OLDER
GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM0.31%$2M77.6KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.31%$554,24719.3KQ1 2026OLDER
Meridian Financial Partners LLC$263M AUM0.31%$823,28829.6KQ1 2026OLDER
Cadence Bank$1.7B AUM0.31%$5M163.1KQ3 2025OLDER
SOL Capital Management CO$206M AUM0.31%$3,461115.8KQ4 2025OLDER
HBK INVESTMENTS L P$9.9B AUM0.31%$31M1.07MQ1 2026OLDER
FELL CAPITAL MANAGEMENT /ADV$105M AUM0.31%$325,05511.3KQ1 2026OLDER
Keystone Financial Services$341M AUM0.31%$1M36.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.31%$8M262.2KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.31%$5M173.1KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.31%$7M229.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.31%$9M325.2KQ1 2026OLDER
United Community Bank$300M AUM0.31%$916,45231.9KQ1 2026OLDER
MRWM Advisors, LLC$184M AUM0.31%$562,60119.6KQ1 2026OLDER
Peterson Wealth Services$405M AUM0.30%$1M42.8KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.30%$467,34116.3KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.30%$10M332.6KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM0.30%$15M467.8KQ3 2025OLDER
Exit Wealth Advisors, LLC.$195M AUM0.30%$509,29617.0KQ4 2025OLDER
Argent Trust Co$2.9B AUM0.30%$9M309.0KQ1 2026OLDER
Borer Denton & Associates, Inc.$280M AUM0.30%$839,39929.2KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.30%$954,26333.2KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.30%$520,44116.6KQ3 2025OLDER
SRS Investment Management, LLC$9.5B AUM0.30%$28M973.0KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.29%$5M181.2KQ4 2025OLDER
Aviance Capital Partners, LLC$854M AUM0.29%$2M87.1KQ1 2026OLDER
BANK OF STOCKTON$323M AUM0.29%$943,46832.9KQ1 2026OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.29%$3M103.3KQ3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.29%$8M276.3KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.29%$36M1.26MQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.29%$4M141.9KQ3 2025OLDER
Oxler Private Wealth LLC$319M AUM0.29%$924,70832.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.29%$137M4.74MQ1 2026OLDER
Railway Pension Investments Ltd$7.0B AUM0.29%$20M704.9KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.29%$44M1.55MQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.29%$898,95328.6KQ3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.29%$26M901.0KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.29%$3M116.3KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.29%$95M3.31MQ1 2026OLDER
Iowa State Bank$543M AUM0.28%$1M47.5KQ3 2025OLDER
MOKAN Wealth Management Inc.$226M AUM0.28%$640,49622.3KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM0.28%$9M287.1KQ3 2025OLDER
W.H. Cornerstone Investments Inc.$160M AUM0.28%$469,87815.7KQ4 2025OLDER
Blake Schutter Theil Wealth Advisors, LLC$123M AUM0.28%$346,87412.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.28%$1.2B42.44MQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.28%$11M370.4KQ1 2026OLDER
ALBERT D MASON INC$154M AUM0.28%$424,39814.2KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.28%$390M13.59MQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.28%$44M1.40MQ3 2025OLDER
NewSquare Capital LLC$1.2B AUM0.28%$3M111.8KQ1 2026OLDER
Papamarkou Wellner Asset Management inc.$164M AUM0.28%$459,85815.4KQ4 2025OLDER
Legacy Advisory Services, LLC$131M AUM0.28%$366,74312.3KQ4 2025OLDER
One River Asset Management, LLC$273M AUM0.27%$746,46026.0KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.27%$8M262.2KQ3 2025OLDER
Invera Wealth Advisors, LLC$156M AUM0.27%$420,22814.6KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.27%$4M145.8KQ1 2026OLDER
SGL Investment Advisors, Inc.$266M AUM0.27%$717,66028.7KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.27%$975,53734.0KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.27%$2M55.1KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.27%$72M2.49MQ1 2026OLDER
Balanced Rock Investment Advisors LLC$143M AUM0.27%$381,67113.3KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.27%$2M53.4KQ1 2026OLDER
Sterling Wealth Management, Inc.$364M AUM0.27%$970,51333.8KQ1 2026OLDER
VCI Wealth Management LLC$361M AUM0.26%$869,10927.7KQ3 2025OLDER
Nelson Capital Management, LLC$819M AUM0.26%$2M70.1KQ3 2025OLDER
Fisher Funds Management LTD$3.4B AUM0.26%$9M311.4KQ1 2026OLDER
MainStreet Investment Advisors LLC$665M AUM0.26%$2M60.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.26%$66M2.31MQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.26%$752,80526.2KQ1 2026OLDER
Archford Capital Strategies, LLC$873M AUM0.26%$2M69.4KQ3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.26%$5M158.7KQ4 2025OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.26%$3M90.3KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.8B AUM0.25%$4M183.1KQ2 2026
Heritage Wealth Management, Inc.$202M AUM0.25%$514,31717.9KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.25%$76M2.65MQ1 2026OLDER
Gross & Hartman Investments LLC$192M AUM0.25%$487,33417.0KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.25%$12M422.4KQ1 2026OLDER
Center For Asset Management LLC$201M AUM0.25%$507,21617.7KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.25%$2M65.8KQ3 2025OLDER
SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM0.25%$266,6309.3KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.25%$642,08822.4KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.25%$4M150.6KQ1 2026OLDER
SWS Partners$405M AUM0.25%$1M32.3KQ3 2025OLDER
Brucke Financial, Inc.$197M AUM0.25%$486,92217.0KQ1 2026OLDER
CULLINAN ASSOCIATES INC$1.2B AUM0.25%$3M106.1KQ1 2026OLDER
Wolfstich Capital, LLC$114M AUM0.25%$281,1109.7KQ1 2026OLDER
Holistic Financial Partners$269M AUM0.25%$661,65123.0KQ1 2026OLDER
Humankind Investments LLC$175M AUM0.24%$1M34.0KQ3 2025OLDER
Dockside LLC$397M AUM0.24%$951,69831.8KQ4 2025OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.24%$2M80.7KQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM0.24%$458,95816.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.24%$988,54334.4KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.24%$4M139.1KQ3 2025OLDER
Live Oak Private Wealth LLC$717M AUM0.24%$2M55.4KQ3 2025OLDER
Salvus Wealth Management, LLC$172M AUM0.24%$432,96813.8KQ3 2025OLDER
Altus Wealth Group LLC$244M AUM0.24%$586,26418.7KQ3 2025OLDER
Empower Advisory Group, LLC$38.5B AUM0.24%$93M3.23MQ1 2026OLDER
CHRISTINE MESSMER PC$156M AUM0.24%$375,38813.1KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.24%$704,22824.5KQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.24%$1M42.5KQ1 2026OLDER
Trust Asset Management LLC$726M AUM0.24%$2M40.0KQ2 2026
Brevan Howard Capital Management LP$11.3B AUM0.24%$27M942.4KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.24%$117M4.06MQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.24%$1M50.5KQ1 2026OLDER
Weaver Capital Management LLC$461M AUM0.24%$1M34.9KQ3 2025OLDER
Wynn Capital, LLC$224M AUM0.24%$529,99721.6KQ2 2026
STRS OHIO$25.2B AUM0.24%$60M2.07MQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.24%$14M498.5KQ1 2026OLDER
Wealth Science Advisors LLC$225M AUM0.24%$530,86921.6KQ2 2026
Burford Brothers, Inc.$244M AUM0.24%$570,62619.1KQ4 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.23%$4M147.8KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.23%$737,81121.7KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.23%$310,32610.81MQ1 2026OLDER
SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM0.23%$2M72.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.23%$51M1.79MQ1 2026OLDER
Laraway Financial Advisors Inc$142M AUM0.23%$329,73411.5KQ1 2026OLDER
Evansbrook LLC$150M AUM0.23%$346,43112.1KQ2 2026
MARKEL GROUP INC.$11.9B AUM0.23%$28M961.9KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.23%$8M290.4KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM0.23%$2M83.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.23%$9M305.1KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM0.23%$590,88120.6KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.23%$934,11032.5KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.23%$2M61.3KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.23%$4M137.5KQ1 2026OLDER
National Pension Service$131.7B AUM0.23%$297M10.36MQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.23%$669,27523.3KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.22%$373,60313.0KQ1 2026OLDER
New Republic Capital, LLC$297M AUM0.22%$661,62223.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.22%$908M31.64MQ1 2026OLDER
MUIRFIELD WEALTH ADVISORS LLC$136M AUM0.22%$302,31110.5KQ1 2026OLDER
VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM0.22%$279,9519.8KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.22%$465,42116.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.22%$157M5.48MQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.22%$3M100.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.22%$40M1.40MQ1 2026OLDER
Amplius Wealth Advisors, LLC$1.2B AUM0.22%$3M90.8KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.22%$15M520.3KQ1 2026OLDER
Income Insurance Ltd$147M AUM0.22%$319,05411.1KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.22%$6M209.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.22%$126M4.36MQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.22%$6M167.6KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.22%$146M5.08MQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.21%$24M790.9KQ2 2026
SIERRA SUMMIT ADVISORS LLC$688M AUM0.21%$1M51.4KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.21%$313,32010.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.21%$3M117.6KQ1 2026OLDER
Meadow Creek Wealth Advisors LLC$155M AUM0.21%$330,54311.5KQ1 2026OLDER
Boit C F David$225M AUM0.21%$481,52416.8KQ1 2026OLDER
LightSquare Wealth Management, LLC$133M AUM0.21%$284,0579.9KQ1 2026OLDER
Atlas Brown,Inc.$372M AUM0.21%$788,34632.1KQ2 2026
Louisiana State Employees Retirement System$5.7B AUM0.21%$12M418.6KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.21%$691,36624.1KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.21%$349,41812.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.21%$120M4.18MQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.21%$350,95212.2KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.21%$3M113.2KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.21%$495,10517.2KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.21%$3M104.2KQ4 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.21%$1M45.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.21%$319M11.12MQ1 2026OLDER
Sylvest Advisors, LLC$188M AUM0.21%$387,90113.5KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.21%$129M4.48MQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.21%$4M152.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.21%$1M42.0KQ3 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.21%$823,94828.7KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.21%$4M155.2KQ1 2026OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM0.21%$2M59.5KQ1 2026OLDER
KENNEDY INVESTMENT GROUP, INC.$255M AUM0.20%$523,27918.2KQ1 2026OLDER
Avise Financial Cooperative, Inc.$121M AUM0.20%$247,0218.6KQ1 2026OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.20%$260,6368.7KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.20%$43M1.51MQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.20%$2M68.2KQ1 2026OLDER

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