DDOMINION ENERGY INC
CUSIP 25746U109 · Yahoo Finance ↗ · Google Finance ↗
Dominion Energy Inc (D) has 1,451 institutional holders in Filings Flow’s 13F database, together reporting 696.20M shares worth $41.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,451
Q1 2026
Reported Value
$41.9B
Ticker
D
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 2.69% | $3M | 49.0K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 2.64% | $429M | 6.94M | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 2.47% | $3M | 48.2K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 2.42% | $5M | 78.0K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 2.41% | $5M | 75.2K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 2.35% | $4M | 68.2K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 2.28% | $2M | 40.2K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 2.23% | $172M | 2.78M | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 2.16% | $702M | 11.35M | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.11% | $24M | 391.9K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 2.08% | $5M | 76.0K | Q1 2026OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 1.91% | $99M | 1.61M | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 1.87% | $3M | 56.6K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 1.74% | $5M | 73.5K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 1.70% | $9M | 141.1K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.55% | $11M | 166.2K | Q2 2026 |
| OPAL CAPITAL LLC$565M AUM | 1.54% | $9M | 140.9K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.40% | $9M | 142.1K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 1.39% | $11M | 176.6K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.30% | $53M | 856.4K | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 1.27% | $15M | 242.2K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.24% | $4M | 73.1K | Q3 2025OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.24% | $2M | 40.1K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.20% | $74M | 1.20M | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.20% | $8M | 123.6K | Q1 2026OLDER |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 1.18% | $18M | 290.0K | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 1.14% | $27M | 442.3K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.14% | $3M | 55.8K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 1.10% | $5M | 75.7K | Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.08% | $10M | 159.5K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 1.08% | $12M | 202.2K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.01% | $97M | 1.57M | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.99% | $21M | 340.8K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.99% | $14M | 226.2K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.97% | $6M | 99.7K | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 0.93% | $6M | 91.3K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.90% | $7M | 95.7K | Q2 2026 |
| Vanguard Capital Wealth Advisors$108M AUM | 0.85% | $921,118 | 14.9K | Q1 2026OLDER |
| Mork Capital Management, LLC$141M AUM | 0.82% | $1M | 18.6K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.80% | $2M | 33.2K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.76% | $842,219 | 13.6K | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 0.75% | $923,609 | 14.9K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.75% | $31M | 500.0K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.74% | $1M | 20.6K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.72% | $976,323 | 15.8K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.72% | $1M | 16.6K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.70% | $1M | 21.9K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.68% | $3M | 47.4K | Q4 2025OLDER |
| AGP FRANKLIN, LLC$200M AUM | 0.68% | $1M | 22.0K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.68% | $2M | 26.4K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.67% | $1M | 19.3K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.67% | $6M | 91.5K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.66% | $1.2B | 19.48M | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.65% | $4M | 64.1K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.65% | $3M | 45.5K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.64% | $3M | 45.6K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.64% | $2M | 28.7K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.59% | $2M | 35.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.59% | $2M | 32.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.58% | $2M | 40.0K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.55% | $1.6B | 26.62M | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 0.55% | $998,751 | 14.6K | Q2 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.55% | $2.9B | 47.60M | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.55% | $744,931 | 12.1K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.54% | $2M | 24.4K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.54% | $4M | 58.4K | Q3 2025OLDER |
| Claris Financial LLC$183M AUM | 0.53% | $973,183 | 15.7K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.53% | $2M | 24.4K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 0.53% | $2M | 36.6K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 0.52% | $2M | 35.8K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.52% | $2M | 27.2K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.50% | $4M | 67.0K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.50% | $3M | 44.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.50% | $15M | 245.6K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.49% | $896,081 | 14.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.48% | $94M | 1.51M | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.47% | $1M | 23.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.47% | $954,748 | 15.4K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.47% | $28M | 446.2K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.47% | $680,020 | 11.0K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.47% | $3.0B | 48.98M | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.47% | $2M | 26.5K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.46% | $981,469 | 15.9K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 0.46% | $671,725 | 10.9K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.46% | $2M | 29.4K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.45% | $753,277 | 12.2K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.45% | $1M | 21.5K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.44% | $4M | 63.7K | Q2 2026 |
| TI-TRUST, INC$168M AUM | 0.44% | $737,451 | 11.9K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.43% | $2M | 39.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.43% | $2M | 29.8K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.43% | $176M | 2.84M | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.43% | $1M | 16.7K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.43% | $3M | 49.2K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.42% | $677,053 | 11.0K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.42% | $951,719 | 15.4K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.41% | $2M | 29.3K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.41% | $32M | 517.8K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.40% | $492,042 | 8.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.40% | $1M | 19.5K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.40% | $616,840 | 10.0K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.40% | $1M | 19.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.40% | $539,578 | 8.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.39% | $580,861 | 9.4K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 0.39% | $997,808 | 16.1K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.39% | $2M | 37.9K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.39% | $467,889 | 7.6K | Q3 2025OLDER |
| Future Fund LLC$284M AUM | 0.39% | $1M | 17.8K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.39% | $785,516 | 13.4K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.38% | $14M | 225.5K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.38% | $2M | 39.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.38% | $4M | 67.7K | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 0.38% | $494,560 | 8.0K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.37% | $76M | 1.23M | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.37% | $889,961 | 14.4K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.37% | $374,938 | 6.1K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.36% | $8M | 135.4K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.36% | $504,452 | 8.2K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.36% | $454,810 | 7.4K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.36% | $991,005 | 16.0K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.35% | $729,476 | 11.8K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.35% | $1M | 18.5K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.34% | $23M | 375.7K | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.34% | $428,141 | 6.9K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.34% | $23M | 369.5K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 0.33% | $2M | 37.4K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.33% | $571,267 | 9.3K | Q3 2025OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.33% | $3M | 56.3K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.33% | $9M | 138.2K | Q1 2026OLDER |
| Sourcerock Group LLC$2.5B AUM | 0.33% | $6M | 100.0K | Q4 2025OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.33% | $859,388 | 13.7K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.33% | $553,016 | 8.9K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.33% | $7M | 108.4K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.32% | $2M | 34.0K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.32% | $650,099 | 10.5K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 0.32% | $2M | 28.3K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.32% | $377,164 | 6.1K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.32% | $587,541 | 10.0K | Q4 2025OLDER |
| Platform Technology Partners$519M AUM | 0.32% | $2M | 26.8K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.32% | $16M | 280.0K | Q4 2025OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 0.31% | $405,230 | 6.6K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.31% | $2M | 38.3K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.30% | $1M | 20.7K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.30% | $1M | 17.4K | Q2 2026 |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.29% | $328,083 | 4.8K | Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.29% | $1M | 17.1K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.29% | $933,729 | 15.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.29% | $344,522 | 5.6K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.29% | $619,099 | 9.0K | Q2 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.29% | $450,997 | 7.3K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.29% | $1M | 20.2K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.28% | $517,233 | 8.8K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.28% | $1M | 21.7K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.28% | $1M | 17.7K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.28% | $449,540 | 7.3K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.27% | $1M | 20.9K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.27% | $4M | 60.6K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.27% | $4M | 65.0K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.27% | $682,815 | 11.0K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.27% | $409,808 | 6.0K | Q2 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.26% | $1M | 18.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.26% | $10M | 168.7K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.26% | $577,597 | 8.5K | Q2 2026 |
| Register Financial Advisors LLC$271M AUM | 0.25% | $687,977 | 11.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.25% | $196M | 3.17M | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.25% | $465,436 | 7.5K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.25% | $455,900 | 7.5K | Q3 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.25% | $3M | 41.6K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.25% | $2M | 36.8K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.25% | $1M | 23.8K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.25% | $7M | 105.3K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.25% | $5M | 83.0K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.24% | $497,713 | 8.1K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.24% | $456,850 | 7.4K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.24% | $1M | 17.1K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.23% | $1M | 18.9K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.23% | $750,644 | 12.1K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.23% | $563,498 | 9.2K | Q3 2025OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.23% | $1M | 23.1K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.23% | $3M | 44.6K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.23% | $4M | 65.3K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.23% | $571,643 | 10.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.23% | $2M | 31.4K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.23% | $15M | 242.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.22% | $4M | 69.0K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.22% | $879,637 | 14.2K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.22% | $4M | 62.5K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 0.22% | $340,010 | 5.5K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.22% | $909,235 | 14.7K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.22% | $4M | 60.5K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.22% | $6M | 100.0K | Q4 2025OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.22% | $261,560 | 4.2K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.22% | $400,607 | 6.5K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.22% | $732,129 | 11.8K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.21% | $264,651 | 4.3K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.21% | $3M | 41.4K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.21% | $429,933 | 7.3K | Q4 2025OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.21% | $2M | 37.7K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.21% | $534,362 | 8.6K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.21% | $250,920 | 4.1K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.21% | $52M | 840.1K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.21% | $34M | 557.8K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.21% | $522,051 | 8.4K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.20% | $517,510 | 8.4K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.20% | $506,207 | 8.3K | Q3 2025OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.20% | $341,177 | 5.0K | Q2 2026 |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.20% | $12M | 193.3K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.20% | $2M | 25.5K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 0.20% | $404,303 | 6.5K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.20% | $1M | 22.1K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.19% | $2M | 24.3K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.19% | $285,361 | 4.6K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.19% | $2M | 38.8K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.19% | $4M | 57.3K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.19% | $304,668 | 5.2K | Q4 2025OLDER |
| MQS Management LLC$148M AUM | 0.19% | $282,517 | 4.6K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.19% | $2M | 25.1K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.19% | $125M | 2.14M | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.19% | $716,865 | 11.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.19% | $11M | 183.8K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.19% | $501,669 | 8.1K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.19% | $1M | 18.7K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.19% | $459,446 | 7.4K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.19% | $851,303 | 12.5K | Q2 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.18% | $1M | 21.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.18% | $216,308 | 3.5K | Q2 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.18% | $292,347 | 4.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.18% | $997,144 | 16.1K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.18% | $2M | 27.6K | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 0.18% | $1M | 18.0K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.18% | $6M | 104.8K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.18% | $259,529 | 4.2K | Q2 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.18% | $707,057 | 11.4K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.18% | $1M | 21.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.17% | $32M | 522.9K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.17% | $24M | 390.4K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.17% | $26M | 416.3K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.17% | $494,375 | 8.0K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.17% | $329,995 | 5.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.17% | $457,462 | 7.4K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.17% | $472,168 | 7.6K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.17% | $840,658 | 13.6K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.17% | $495,979 | 7.3K | Q2 2026 |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.17% | $6M | 95.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.17% | $3M | 52.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.17% | $2M | 39.1K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.17% | $2M | 39.3K | Q4 2025OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.17% | $1M | 18.2K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.17% | $1M | 23.2K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.17% | $23M | 377.2K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.16% | $271,084 | 4.4K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.16% | $63M | 1.01M | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.16% | $934,999 | 15.1K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.16% | $7M | 108.5K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.16% | $2M | 25.1K | Q2 2026 |
| Bank & Trust Co$148M AUM | 0.16% | $236,338 | 3.8K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.16% | $290,433 | 4.7K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.16% | $4M | 70.9K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.16% | $818,510 | 13.2K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.16% | $505,755 | 7.4K | Q2 2026 |
| LongView Wealth Management$398M AUM | 0.16% | $652,152 | 11.2K | Q4 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.16% | $231,834 | 3.8K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.16% | $774,274 | 12.5K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.16% | $545,011 | 8.9K | Q3 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.15% | $886,199 | 14.3K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.15% | $947,976 | 15.5K | Q3 2025OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.15% | $916,369 | 15.6K | Q4 2025OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.15% | $321,588 | 5.2K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.15% | $221,189 | 3.6K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.15% | $457,839 | 7.4K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.15% | $3M | 40.6K | Q1 2026OLDER |
| LSP Investment Advisors, LLC$138M AUM | 0.15% | $207,097 | 3.4K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.15% | $2M | 26.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.15% | $51M | 829.5K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.15% | $220,650 | 3.8K | Q4 2025OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.15% | $666,420 | 10.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.15% | $5M | 86.1K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 0.15% | $504,266 | 8.2K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.15% | $27M | 437.5K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.15% | $41M | 668.3K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.15% | $628,462 | 10.2K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.15% | $78M | 1.26M | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.15% | $2.7B | 44.42M | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.15% | $347,556 | 5.9K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.14% | $908,013 | 14.7K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 0.14% | $244,680 | 4.0K | Q3 2025OLDER |
| New Republic Capital, LLC$297M AUM | 0.14% | $427,843 | 6.9K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.14% | $1M | 17.5K | Q2 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.14% | $266,558 | 4.3K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.14% | $390,286 | 6.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.14% | $778M | 12.59M | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.14% | $247,893 | 3.6K | Q2 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.14% | $275,099 | 4.5K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.14% | $225,023 | 3.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.14% | $7M | 119.2K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.14% | $890,208 | 14.4K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.14% | $6M | 91.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.14% | $720,675 | 11.7K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.14% | $12M | 186.9K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.14% | $2M | 33.2K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.14% | $336,301 | 5.4K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.14% | $4M | 75.0K | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.14% | $3M | 50.8K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.13% | $1M | 18.0K | Q3 2025OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.13% | $11M | 184.7K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.13% | $611,598 | 9.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.13% | $25M | 398.3K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.13% | $1M | 17.3K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.13% | $294,269 | 4.8K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.13% | $189,016 | 3.1K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.13% | $646,886 | 10.5K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.13% | $723,047 | 11.7K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.13% | $28M | 446.8K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.13% | $2M | 28.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.13% | $25M | 427.1K | Q4 2025OLDER |
| Athena Investment Management$193M AUM | 0.13% | $246,044 | 4.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.13% | $11M | 180.4K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.13% | $74M | 1.19M | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.13% | $2M | 28.8K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.12% | $207,777 | 3.4K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.12% | $249,359 | 4.3K | Q4 2025OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.12% | $543,574 | 8.8K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.12% | $248,145 | 4.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.12% | $543,658 | 8.0K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.12% | $14M | 230.1K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.12% | $10M | 160.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.12% | $1M | 21.8K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.12% | $267,062 | 4.3K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.12% | $3M | 55.2K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.12% | $455,969 | 6.7K | Q2 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.12% | $341 | 5.8K | Q4 2025OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.12% | $262,839 | 4.5K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.12% | $112M | 1.81M | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.12% | $19M | 303.0K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.12% | $3M | 46.0K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.12% | $652,943 | 10.6K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.12% | $36M | 678.9K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 0.12% | $282,827 | 4.6K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.12% | $841,674 | 13.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.12% | $1M | 20.0K | Q2 2026 |
| Ridgewood Investments LLC$244M AUM | 0.11% | $272,451 | 4.5K | Q3 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.11% | $355,095 | 5.7K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.11% | $191,087 | 3.4K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.11% | $441,580 | 7.1K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.11% | $213,972 | 3.5K | Q3 2025OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.11% | $446,950 | 7.2K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.11% | $276,706 | 4.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.11% | $170,725 | 2.5K | Q2 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.11% | $5M | 78.9K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.11% | $335,744 | 5.4K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.11% | $405,527 | 6.6K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.11% | $495,953 | 8.0K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.11% | $294,476 | 4.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.11% | $6M | 103.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.11% | $287,560 | 4.7K | Q3 2025OLDER |
| David J Yvars Group$212M AUM | 0.11% | $233,323 | 3.4K | Q2 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.11% | $1M | 18.8K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.11% | $586,131 | 9.6K | Q3 2025OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.11% | $396,699 | 6.4K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.11% | $167,692 | 2.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.11% | $3M | 55.3K | Q4 2025OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.11% | $217,174 | 3.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.11% | $708M | 11.45M | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.11% | $350,157 | 5.1K | Q2 2026 |
| Aull & Monroe Investment Management Corp$215M AUM | 0.11% | $232,938 | 3.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $929,711 | 15.0K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.11% | $13M | 209.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.11% | $465M | 7.52M | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.11% | $376,158 | 6.1K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.11% | $460,992 | 7.5K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.11% | $578,697 | 9.4K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.11% | $379,077 | 6.5K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.11% | $2M | 36.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.11% | $3.0B | 49.21M | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.10% | $778,819 | 12.6K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.10% | $424,456 | 6.9K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.10% | $1M | 19.0K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.10% | $2M | 33.7K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.10% | $271,768 | 4.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.10% | $4M | 71.1K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.10% | $503,545 | 8.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.10% | $3M | 47.7K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.10% | $1M | 20.4K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.10% | $443,126 | 7.2K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.10% | $237,987 | 3.9K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.10% | $1M | 18.5K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.10% | $43M | 694.7K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.10% | $18M | 298.0K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.10% | $357,381 | 5.8K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.10% | $326,302 | 5.3K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.10% | $1M | 19.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $4M | 51.5K | Q2 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.10% | $2M | 25.1K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.10% | $473,590 | 7.7K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.10% | $126,104 | 2.1K | Q3 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.10% | $747,726 | 12.8K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.10% | $5M | 81.6K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 0.10% | $319,716 | 5.2K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.10% | $958,391 | 15.5K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.10% | $424,133 | 7.2K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.10% | $648,668 | 8.6K | Q2 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.10% | $619,923 | 10.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.10% | $467,668 | 7.6K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.10% | $3M | 48.5K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.10% | $901,536 | 14.6K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.09% | $1M | 22.5K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.09% | $1M | 23.6K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.09% | $307,689 | 5.0K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.09% | $132,233 | 2.1K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.09% | $145,610 | 2.3K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.09% | $214,268 | 3.5K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.09% | $818,435 | 13.2K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 0.09% | $320,846 | 5.2K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.09% | $165,925 | 2.7K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.09% | $17M | 250.3K | Q2 2026 |
| Alliance Wealth Advisors, LLC$308M AUM | 0.09% | $285,725 | 4.2K | Q2 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.09% | $469,832 | 7.6K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.09% | $198,257 | 3.2K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.09% | $2M | 26.6K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.09% | $1M | 16.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.09% | $996,423 | 14.4K | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.09% | $6.3B | 107.10M | Q4 2025OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.09% | $336,294 | 5.4K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.09% | $3M | 43.2K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.09% | $459,481 | 6.8K | Q2 2026 |
| Investment Research Partners LLC$246M AUM | 0.09% | $221,260 | 3.6K | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.09% | $1M | 20.9K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.09% | $409,150 | 6.6K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.09% | $474,778 | 7.7K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.09% | $434,556 | 7.0K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.09% | $155M | 2.51M | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.09% | $48M | 769.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.09% | $993,658 | 16.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.09% | $1.4B | 22.38M | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.09% | $250,004 | 4.3K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.09% | $22M | 360.2K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.09% | $200,606 | 3.2K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.09% | $9M | 138.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.09% | $5.0B | 81.02M | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.09% | $2M | 34.4K | Q2 2026 |
| Bryant Woods Investment Advisors, LLC$272M AUM | 0.09% | $237,142 | 3.8K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.09% | $311,172 | 5.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.09% | $3.5B | 56.25M | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.09% | $17M | 282.2K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.09% | $12M | 191.2K | Q3 2025OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.09% | $2M | 39.1K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.09% | $242,391 | 3.8K | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.09% | $17M | 268.8K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.09% | $270,605 | 4.4K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.09% | $419,446 | 7.2K | Q4 2025OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.09% | $1M | 22.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.09% | $165M | 2.67M | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.09% | $359,074 | 5.3K | Q2 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.09% | $99M | 1.61M | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.09% | $37M | 602.2K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.09% | $335,992 | 5.4K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 0.08% | $279,010 | 4.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.08% | $3M | 40.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.08% | $3M | 43.5K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.08% | $14M | 234.0K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.08% | $538,267 | 8.7K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.08% | $9M | 139.0K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.08% | $348,806 | 5.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.08% | $265,716 | 4.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.08% | $436,882 | 7.1K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.08% | $428,351 | 6.9K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $573,039 | 9.3K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.08% | $927,980 | 15.0K | Q1 2026OLDER |
| Hartford Funds Management Co LLC$1.2B AUM | 0.08% | $952,504 | 15.4K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.08% | $254,908 | 4.1K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.08% | $281,776 | 4.6K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.08% | $254,266 | 4.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.08% | $337M | 5.45M | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 0.08% | $533,816 | 8.6K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.08% | $2M | 28.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.08% | $11M | 170.6K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.08% | $7M | 112.5K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.08% | $265,517 | 4.3K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.08% | $7M | 115.3K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.08% | $808,359 | 13.1K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.08% | $688,675 | 11.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.08% | $1M | 19.2K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.08% | $225,387 | 3.6K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.08% | $1M | 19.8K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.08% | $208,952 | 3.4K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.08% | $119M | 1.93M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.08% | $2M | 30.3K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.08% | $229,454 | 3.4K | Q2 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.08% | $6M | 97.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.08% | $702,955 | 11.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.08% | $93M | 1.50M | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.08% | $563,677 | 9.1K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.08% | $15M | 240.4K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.08% | $210,746 | 3.4K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.08% | $688,180 | 11.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.08% | $710,672 | 11.5K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.08% | $185,460 | 3.0K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.08% | $595,133 | 9.6K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.08% | $184,842 | 3.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.08% | $208M | 3.36M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.