DGEDDIAGEO PLC
CUSIP 25243Q205 · Yahoo Finance ↗ · Google Finance ↗
Diageo PLC (DGED) has 732 institutional holders in Filings Flow’s 13F database, together reporting 55.37M shares worth $4.1B as of Q1 2026. The largest reported holders are FMR LLC, Orbis Allan Gray Ltd, and Bank Of America Corp /De/.
Institutional Holders
732
Q1 2026
Reported Value
$4.1B
Ticker
DGED
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Transmarket Holdings LP$137M AUM | 7.70% | $11M | 122.2K | Q1 2026OLDER |
| Alpine Fox Capital LLC$154M AUM | 5.56% | $11M | 122.0K | Q4 2025OLDER |
| Prevatt Capital Ltd$371M AUM | 5.19% | $15M | 160.0K | Q3 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 5.01% | $38M | 506.8K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 3.41% | $19M | 248.7K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 3.09% | $8M | 78.9K | Q3 2025OLDER |
| CLARK ESTATES INC/NY$416M AUM | 2.51% | $11M | 115.0K | Q3 2025OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 2.19% | $8M | 87.6K | Q4 2025OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.14% | $109M | 1.47M | Q1 2026OLDER |
| DRH Investments, Inc.$123M AUM | 2.09% | $3M | 34.6K | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 1.76% | $2M | 24.0K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.70% | $37M | 493.3K | Q1 2026OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 1.60% | $28M | 378.1K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 1.59% | $12M | 155.5K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 1.56% | $2M | 26.2K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 1.52% | $7M | 97.1K | Q1 2026OLDER |
| SALT Holding Corp.$165M AUM | 1.43% | $2M | 31.9K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 1.42% | $2M | 27.5K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 1.38% | $5M | 72.7K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.38% | $2M | 24.6K | Q4 2025OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 1.35% | $8M | 91.6K | Q4 2025OLDER |
| Allied Investment Advisors, LLC$697M AUM | 1.21% | $8M | 113.4K | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 1.19% | $2M | 33.1K | Q1 2026OLDER |
| Orbis Allan Gray Ltd$23.7B AUM | 1.16% | $275M | 3.70M | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 1.12% | $13M | 162.4K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.02% | $13M | 131.5K | Q3 2025OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 1.01% | $4M | 57.5K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.99% | $7M | 95.4K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.98% | $62M | 776.9K | Q2 2026 |
| Kerrisdale Advisers, LLC$263M AUM | 0.97% | $3M | 34.2K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.95% | $17M | 226.2K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.93% | $4M | 40.3K | Q3 2025OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 0.87% | $13M | 169.1K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.86% | $102M | 1.37M | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 0.78% | $795,218 | 8.3K | Q3 2025OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.74% | $2M | 25.0K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.74% | $72M | 964.2K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.73% | $26M | 342.8K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.71% | $6M | 83.4K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.71% | $2M | 25.1K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.68% | $2M | 86.0K | Q3 2025OLDER |
| Coleford Investment Management Ltd.$408M AUM | 0.67% | $3M | 32.1K | Q4 2025OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.67% | $37M | 500.0K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.66% | $3M | 40.3K | Q4 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.66% | $919,458 | 12.3K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 0.63% | $2M | 24.6K | Q4 2025OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.61% | $50M | 666.3K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.60% | $789,087 | 9.1K | Q4 2025OLDER |
| Bradyco, Inc.$129M AUM | 0.58% | $751,201 | 10.1K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.58% | $2M | 17.8K | Q4 2025OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.57% | $1M | 17.6K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.56% | $3M | 36.6K | Q2 2026 |
| Lafayette Investments, Inc.$494M AUM | 0.55% | $3M | 36.7K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.55% | $11M | 120.3K | Q3 2025OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.52% | $36M | 486.9K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 0.49% | $883,623 | 9.3K | Q3 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.49% | $2M | 26.7K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.49% | $515,279 | 6.0K | Q4 2025OLDER |
| Great Hill Capital LLC$1.5B AUM | 0.45% | $7M | 92.1K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.43% | $759,316 | 10.2K | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 0.43% | $3M | 35.9K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 0.41% | $462,111 | 6.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.41% | $16M | 212.8K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.41% | $3M | 27.1K | Q3 2025OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.41% | $5M | 71.2K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.39% | $834,898 | 11.2K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.39% | $2M | 25.1K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.36% | $434,268 | 5.8K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.35% | $2M | 20.5K | Q1 2026OLDER |
| Knoll Capital Management, LLC$180M AUM | 0.35% | $644,152 | 6.8K | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.35% | $2M | 26.1K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.34% | $225,763 | 2.6K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.34% | $21M | 284.4K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.33% | $49M | 659.8K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.32% | $688,693 | 8.0K | Q4 2025OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.31% | $440,595 | 5.9K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.31% | $47M | 540.9K | Q4 2025OLDER |
| EPACRIA CAPITAL PARTNERS, LLC$129M AUM | 0.31% | $380,670 | 4.0K | Q3 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.31% | $1M | 15.3K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.30% | $854,763 | 9.9K | Q4 2025OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.29% | $1M | 15.5K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 0.29% | $703,121 | 9.4K | Q1 2026OLDER |
| Foresight Global Investors, Inc.$154M AUM | 0.29% | $443,126 | 6.0K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.27% | $782,991 | 10.5K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.27% | $1M | 14.3K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.27% | $410,023 | 5.5K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.26% | $37M | 502.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.26% | $656,120 | 6.9K | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.26% | $853,906 | 9.9K | Q4 2025OLDER |
| Militia Capital Partners, LP$263M AUM | 0.26% | $690,160 | 8.0K | Q4 2025OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.26% | $1M | 16.7K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.25% | $750,671 | 9.3K | Q2 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.25% | $681,301 | 8.5K | Q2 2026 |
| Generation Capital Management LLC$137M AUM | 0.25% | $339,120 | 4.6K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.25% | $661,810 | 7.7K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.24% | $355,126 | 4.8K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.24% | $1M | 18.4K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.23% | $2M | 29.0K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.23% | $3M | 40.2K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.23% | $21M | 240.8K | Q4 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.23% | $392,442 | 4.5K | Q4 2025OLDER |
| Wynn Capital, LLC$224M AUM | 0.22% | $499,643 | 6.2K | Q2 2026 |
| One Wealth Map LLC$213M AUM | 0.22% | $406,485 | 4.3K | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.21% | $2M | 31.0K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.21% | $5M | 65.5K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.21% | $2M | 29.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.20% | $815,228 | 10.9K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.20% | $243,500 | 2.6K | Q3 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.20% | $913,725 | 12.3K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.20% | $585,112 | 7.9K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.20% | $354,141 | 3.7K | Q3 2025OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 0.20% | $3M | 45.7K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.20% | $234,741 | 3.2K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.19% | $552,963 | 5.9K | Q3 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.19% | $7M | 77.5K | Q4 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.19% | $6M | 83.3K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.19% | $2M | 24.2K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.18% | $443,275 | 6.0K | Q1 2026OLDER |
| Ervin Investment Management, LLC$184M AUM | 0.18% | $337,676 | 4.2K | Q2 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.18% | $718,219 | 9.6K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.18% | $32M | 339.8K | Q3 2025OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.18% | $433,381 | 5.8K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 0.17% | $1M | 15.0K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.17% | $256,034 | 3.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.17% | $15M | 199.4K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.17% | $4M | 49.1K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.17% | $306,362 | 4.1K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.17% | $844,497 | 9.8K | Q4 2025OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.16% | $169,009 | 2.3K | Q1 2026OLDER |
| Georgetown University$221M AUM | 0.16% | $489,079 | 5.1K | Q3 2025OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.16% | $474,682 | 5.0K | Q3 2025OLDER |
| Addenda Capital Inc.$3.7B AUM | 0.16% | $6M | 73.0K | Q2 2026 |
| Mystic Asset Management, Inc.$431M AUM | 0.16% | $677,495 | 9.1K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.15% | $318,348 | 4.3K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.15% | $528,744 | 7.1K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.14% | $314,187 | 4.2K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.14% | $511,323 | 6.9K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.14% | $5M | 64.9K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.14% | $1M | 13.6K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.14% | $594,260 | 8.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.14% | $668,095 | 9.0K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.14% | $892,368 | 10.3K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.14% | $14M | 186.2K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.14% | $476,785 | 6.4K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 0.14% | $312,606 | 4.2K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.13% | $290,281 | 3.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.12% | $4M | 56.9K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.12% | $497,472 | 6.2K | Q2 2026 |
| LEE DANNER & BASS INC$1.6B AUM | 0.12% | $2M | 26.5K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.12% | $187,614 | 2.5K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.12% | $206,375 | 2.8K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.12% | $1M | 15.2K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.12% | $551,600 | 7.4K | Q1 2026OLDER |
| WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM | 0.12% | $2M | 23.8K | Q4 2025OLDER |
| Carson Advisory Inc.$193M AUM | 0.12% | $234,051 | 2.7K | Q4 2025OLDER |
| Step Capital Management Pte. Ltd.$249M AUM | 0.12% | $297,800 | 4.0K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 0.12% | $211,297 | 2.4K | Q4 2025OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.12% | $763,154 | 8.0K | Q3 2025OLDER |
| First Bank & Trust$680M AUM | 0.12% | $715,955 | 8.3K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.12% | $32M | 434.0K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.12% | $369,868 | 5.0K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.11% | $735,477 | 9.2K | Q2 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.11% | $3M | 35.9K | Q3 2025OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.11% | $1M | 19.7K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.11% | $488,888 | 5.1K | Q3 2025OLDER |
| Ridgewood Investments LLC$244M AUM | 0.11% | $258,490 | 3.5K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.11% | $631,634 | 8.5K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.10% | $2M | 20.2K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.10% | $515,492 | 6.9K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.10% | $212,320 | 1.5K | Q4 2025OLDER |
| Lincoln Capital LLC$562M AUM | 0.10% | $577,241 | 7.2K | Q2 2026 |
| COWA, LLC$371M AUM | 0.10% | $377,833 | 5.1K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.10% | $18M | 247.0K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.10% | $287,377 | 3.9K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.10% | $3M | 35.8K | Q4 2025OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.09% | $273,239 | 2.9K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.09% | $477,076 | 6.4K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.09% | $2M | 16.0K | Q3 2025OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.09% | $277,320 | 2.9K | Q3 2025OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.09% | $926,530 | 12.4K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.09% | $233,350 | 3.1K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.09% | $762,517 | 10.2K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.09% | $226,450 | 3.0K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.09% | $485,833 | 6.5K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.09% | $312,839 | 4.2K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 0.09% | $287,365 | 3.3K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.09% | $745,073 | 10.0K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.08% | $336,720 | 4.2K | Q2 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.08% | $16M | 209.6K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.08% | $331,142 | 3.5K | Q3 2025OLDER |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 0.08% | $1M | 12.7K | Q4 2025OLDER |
| Lantz Financial LLC$546M AUM | 0.08% | $441,768 | 5.5K | Q2 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.08% | $765,048 | 10.3K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.08% | $38M | 513.4K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.08% | $788,947 | 10.6K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.08% | $1M | 17.1K | Q2 2026 |
| Northwest Bancshares, Inc.$502M AUM | 0.08% | $471,425 | 4.9K | Q3 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.08% | $462,644 | 6.2K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.08% | $248,096 | 3.3K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.08% | $2M | 33.9K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.08% | $480,946 | 6.5K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.08% | $214,192 | 2.9K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.08% | $339,254 | 3.6K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $4M | 58.6K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.07% | $302,549 | 3.5K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $629,103 | 8.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.07% | $542,219 | 7.3K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.07% | $537,198 | 7.2K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $429,577 | 5.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.07% | $445,067 | 5.2K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $944,692 | 12.7K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.07% | $538,253 | 7.2K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.07% | $495,419 | 6.7K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 0.07% | $225,658 | 3.0K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.07% | $397,191 | 5.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.07% | $11M | 143.2K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.07% | $253,428 | 3.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 16.4K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.06% | $639,985 | 8.0K | Q2 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.06% | $23M | 304.6K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.06% | $370,609 | 2.6K | Q2 2026 |
| Empirical Finance, LLC$2.1B AUM | 0.06% | $1M | 15.1K | Q4 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.06% | $2M | 29.2K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.06% | $135,511 | 1.4K | Q3 2025OLDER |
| Canoe Financial LP$7.3B AUM | 0.06% | $4M | 45.0K | Q3 2025OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.06% | $164,646 | 1.7K | Q3 2025OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.06% | $81,880 | 450 | Q3 2025OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.06% | $603,300 | 8.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.06% | $4M | 57.1K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.06% | $208,460 | 2.8K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.06% | $1M | 16.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.06% | $127,965 | 1.6K | Q2 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.06% | $406,504 | 5.5K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.06% | $447,472 | 6.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.06% | $4M | 39.0K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.06% | $42M | 438.3K | Q3 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.05% | $220,731 | 3.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.05% | $463,526 | 6.2K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.05% | $277,177 | 3.7K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.05% | $139,520 | 1.9K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.05% | $11M | 110.9K | Q3 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.05% | $621,119 | 8.3K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 0.05% | $424,067 | 5.7K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.05% | $14M | 157.8K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.05% | $699,412 | 9.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $12M | 157.3K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.05% | $11M | 152.6K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.05% | $773,021 | 9.7K | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.05% | $893,400 | 12.0K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.05% | $874,043 | 11.7K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.05% | $331,898 | 4.5K | Q1 2026OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.05% | $2M | 23.0K | Q4 2025OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.05% | $224,061 | 3.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $608,926 | 8.2K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.05% | $210,843 | 2.4K | Q4 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.04% | $204,891 | 2.4K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $207,790 | 2.8K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $781,818 | 10.5K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 0.04% | $262,433 | 3.0K | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.04% | $20M | 264.4K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.04% | $852,108 | 10.6K | Q2 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.04% | $240,102 | 3.2K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.04% | $5M | 62.6K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.04% | $729,106 | 7.7K | Q3 2025OLDER |
| Affiance Financial, LLC$695M AUM | 0.04% | $297,635 | 3.7K | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $433,651 | 5.0K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $4M | 51.6K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.04% | $71,287 | 747 | Q3 2025OLDER |
| COERENTE CAPITAL MANAGEMENT$537M AUM | 0.04% | $223,350 | 3.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 15.4K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.04% | $54,274 | 729 | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.04% | $298,395 | 3.1K | Q3 2025OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.04% | $532,309 | 5.6K | Q3 2025OLDER |
| Permanent Capital Management, LP$643M AUM | 0.04% | $210,154 | 2.4K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.04% | $107,838 | 1.3K | Q4 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.04% | $2M | 25.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.04% | $108M | 1.45M | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.04% | $246,687 | 2.6K | Q3 2025OLDER |
| Tacita Capital Inc$169M AUM | 0.04% | $67,005 | 900 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $677,661 | 7.3K | Q3 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $360,082 | 4.2K | Q4 2025OLDER |
| Hara Capital LLC$200M AUM | 0.04% | $78,173 | 1.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.04% | $3M | 41.7K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.04% | $304,501 | 4.1K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.04% | $129,405 | 1.5K | Q4 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.04% | $43M | 582.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.04% | $165,428 | 2.2K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.04% | $2M | 26.8K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.04% | $3M | 34.8K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.04% | $200,928 | 2.7K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.04% | $212,138 | 2.5K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $238,098 | 2.5K | Q3 2025OLDER |
| Calydon Capital$613M AUM | 0.04% | $209,967 | 2.4K | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.04% | $84,519 | 886 | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.04% | $841,737 | 9.8K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $2M | 20.7K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $616,618 | 7.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $807,654 | 10.8K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.03% | $3M | 44.4K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.03% | $747,985 | 10.0K | Q2 2026 |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 16.9K | Q4 2025OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.03% | $249,407 | 2.9K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.03% | $25M | 339.6K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.03% | $420,577 | 5.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $347,418 | 4.0K | Q4 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.03% | $387,438 | 5.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $8M | 111.7K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.03% | $956,043 | 11.1K | Q4 2025OLDER |
| JLB & ASSOCIATES INC$696M AUM | 0.03% | $243,023 | 2.8K | Q4 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.03% | $268,134 | 3.6K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.03% | $293,447 | 3.1K | Q3 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.03% | $469,569 | 6.3K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.03% | $216,054 | 2.9K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.03% | $567,586 | 7.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 31.8K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 0.03% | $215,675 | 2.5K | Q4 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $461,330 | 6.2K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $247,927 | 2.6K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.03% | $18M | 212.7K | Q4 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.03% | $76,574 | 932 | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.03% | $433,252 | 4.5K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.03% | $163,641 | 2.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $539,511 | 7.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $507,616 | 5.9K | Q4 2025OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.03% | $22M | 299.2K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.03% | $88,654 | 929 | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $723,505 | 9.7K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.03% | $3M | 34.9K | Q3 2025OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.03% | $220,730 | 2.3K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.03% | $7M | 93.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $4M | 55.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 26.3K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $241,963 | 3.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $275,763 | 3.7K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $246,424 | 2.9K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $352,000 | 4.7K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $211,706 | 2.5K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $94,724 | 1.1K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.03% | $520M | 6.99M | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $245,320 | 3.1K | Q2 2026 |
| Basepoint Wealth LLC$175M AUM | 0.03% | $47,128 | 633 | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.03% | $70,042 | 812 | Q4 2025OLDER |
| Cypress Capital Group$889M AUM | 0.03% | $238,241 | 3.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $6M | 78.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $2M | 29.7K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $2M | 23.8K | Q3 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.03% | $251,356 | 3.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.03% | $10M | 135.1K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 21.9K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.03% | $66,633 | 895 | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.03% | $200,697 | 2.7K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.03% | $1M | 14.6K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.03% | $1M | 15.7K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $257,895 | 3.5K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $35M | 463.6K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $240,101 | 3.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.02% | $100M | 1.35M | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.02% | $57,401 | 771 | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $730,206 | 9.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $767,357 | 10.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $543,611 | 5.7K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $80,108 | 1.1K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.02% | $320,314 | 4.0K | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $22M | 294.0K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.02% | $282,102 | 3.3K | Q4 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.02% | $204,886 | 2.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 24.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 18.8K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.02% | $1M | 14.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $14M | 182.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $248,937 | 3.1K | Q2 2026 |
| LRI Investments, LLC$1.1B AUM | 0.02% | $251,790 | 3.4K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.02% | $2M | 32.2K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $1M | 15.1K | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.02% | $283,192 | 3.8K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $538,703 | 5.6K | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $258,344 | 3.2K | Q2 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.02% | $2M | 24.7K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 38.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $992,643 | 13.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 13.4K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.02% | $8M | 111.5K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $102M | 1.37M | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 0.02% | $275,317 | 3.7K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $248,072 | 3.3K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $204,892 | 2.4K | Q4 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $301,368 | 3.2K | Q3 2025OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.02% | $481,563 | 5.0K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $16M | 213.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $42M | 561.8K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.02% | $328,995 | 4.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $709,986 | 7.4K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $75M | 1.01M | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.02% | $12M | 159.2K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.02% | $220,420 | 2.6K | Q4 2025OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.02% | $343,644 | 4.3K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.02% | $234,925 | 3.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $652,257 | 8.8K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $295,567 | 4.0K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $267,119 | 3.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 26.1K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $12M | 158.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.02% | $178,903 | 2.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $21M | 277.5K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.02% | $361,083 | 4.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $9M | 124.2K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.02% | $198,633 | 2.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 22.6K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $360,119 | 4.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 46.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $734,830 | 9.9K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $256,927 | 3.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.02% | $212,560 | 2.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $59M | 788.2K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $914,619 | 12.3K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.02% | $26,802 | 360 | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.02% | $2M | 28.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $196,413 | 2.6K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.02% | $234,853 | 2.5K | Q3 2025OLDER |
| Roundview Capital LLC$1.6B AUM | 0.02% | $273,604 | 3.7K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.02% | $24,757 | 308 | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $720,484 | 9.7K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.02% | $441,787 | 5.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $451,390 | 6.1K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.02% | $253,800 | 3.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 22.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 18.2K | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.02% | $1M | 14.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $217M | 2.91M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 43.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $523,595 | 6.5K | Q2 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $230,119 | 2.4K | Q3 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.02% | $36,704 | 493 | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.02% | $217,462 | 2.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $763,875 | 8.9K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $263,184 | 3.1K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $472,981 | 6.4K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $246,783 | 2.9K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $765,420 | 10.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $423,325 | 5.7K | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 0.01% | $266,833 | 3.1K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 31.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 25.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $223,812 | 3.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $8M | 102.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $263,925 | 3.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 17.3K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $6M | 78.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $291,968 | 3.4K | Q4 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $352,499 | 4.1K | Q4 2025OLDER |
| GGM Financial LLC$217M AUM | 0.01% | $29,107 | 391 | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $996,862 | 10.4K | Q3 2025OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.01% | $200,403 | 2.1K | Q3 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $218,751 | 2.7K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.01% | $268,913 | 3.6K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $3M | 27.8K | Q3 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $1M | 15.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $588,156 | 7.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $397,718 | 5.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $296,753 | 3.1K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $515,492 | 6.9K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.01% | $31,587 | 331 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $65M | 872.4K | Q2 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.01% | $526,734 | 7.1K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $203,498 | 2.4K | Q4 2025OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.01% | $262,404 | 2.8K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 20.6K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $924,754 | 11.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $226,983 | 2.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 16.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $86,093 | 1.2K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.01% | $22,335 | 300 | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $251,747 | 2.6K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $782,990 | 10.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $573,782 | 7.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $989,689 | 13.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $27M | 358.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $12M | 165.4K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $468,563 | 4.9K | Q3 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $211,017 | 2.4K | Q4 2025OLDER |
| Security National Bank$838M AUM | 0.01% | $93,321 | 1.2K | Q2 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $5M | 71.6K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $200,751 | 2.3K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $95,846 | 1.1K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 109.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $300,998 | 4.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $259,607 | 3.5K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.01% | $22,335 | 300 | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.01% | $12,183 | 164 | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $356,913 | 4.8K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.01% | $140,264 | 1.9K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $24,414 | 283 | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $126,118 | 1.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $60M | 803.7K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $231,838 | 3.1K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.01% | $1M | 20.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $19,086 | 200 | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $20M | 265.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $480,618 | 6.0K | Q2 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $31M | 411.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.