SEC 13F Intelligence

ESEVERSOURCE ENERGY

CUSIP 30040W108 · Yahoo Finance ↗ · Google Finance ↗

Eversource Energy (ES) has 1,045 institutional holders in Filings Flow’s 13F database, together reporting 312.75M shares worth $21.1B as of Q1 2026. The largest reported holders are Belvedere Trading LLC, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
1,045
Q1 2026
Reported Value
$21.1B
Ticker
ES
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 619Q4 ’18Q1 ’19: 624Q2 ’19: 618Q2 ’19Q3 ’19: 624Q2 ’21: 715Q2 ’21Q4 ’21: 745Q4 ’22: 817Q4 ’22Q4 ’25: 1,003Q1 ’26: 1,045Q1 ’26Q2 ’26: 91filingsflow.com
Total reported value
Q4 ’18: $137.3BQ4 ’18Q1 ’19: $167.4BQ2 ’19: $164.8BQ2 ’19Q3 ’19: $347.3BQ2 ’21: $303.4BQ2 ’21Q4 ’21: $352.5BQ4 ’22: $10.9BQ4 ’22Q4 ’25: $20.6BQ1 ’26: $21.1BQ1 ’26Q2 ’26: $196Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Belvedere Trading LLC$84.4B AUM22.12%$18.7B2.81MQ1 2026OLDER
Act Two Investors LLC$453M AUM6.26%$28M409.3KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM6.00%$249M3.59MQ1 2026OLDER
Magellan Asset Management Ltd$7.7B AUM5.56%$428M6.18MQ1 2026OLDER
Covalis Capital LLP$1.6B AUM5.39%$77M1.14MQ4 2025OLDER
Ausbil Investment Management Ltd$201M AUM3.29%$7M94.9KQ1 2026OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM2.26%$5M71.8KQ1 2026OLDER
Brick & Kyle, Associates$303M AUM2.03%$6M88.9KQ2 2026
Kinloch Capital, LLC$245M AUM1.80%$4M63.7KQ1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM1.71%$4M55.0KQ1 2026OLDER
EDMP, INC.$124M AUM1.63%$2M29.1KQ1 2026OLDER
Riverview Capital Advisers, LLC$300M AUM1.51%$5M65.3KQ1 2026OLDER
VEGA INVESTMENT SOLUTIONS$418M AUM1.25%$8M116.4KQ4 2025OLDER
HITE Hedge Asset Management LLC$1.8B AUM1.20%$19M280.4KQ4 2025OLDER
Aventail Capital Group, LP$2.1B AUM0.98%$21M296.4KQ1 2026OLDER
McKinney Capital Management, LLC$116M AUM0.94%$1M15.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.94%$5M64.3KQ3 2025OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.91%$6M82.9KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.88%$1M17.3KQ2 2026
TWINBEECH CAPITAL LP$965M AUM0.87%$8M120.6KQ1 2026OLDER
Somerset Trust Co$354M AUM0.86%$3M42.1KQ2 2026
Sound Income Strategies, LLC$2.1B AUM0.85%$18M253.4KQ1 2026OLDER
DC Investments Management, LLC$261M AUM0.81%$2M30.5KQ1 2026OLDER
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM0.79%$2M33.6KQ3 2025OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.72%$944,76713.6KQ1 2026OLDER
Mork Capital Management, LLC$141M AUM0.72%$1M17.4KQ4 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.68%$18M259.9KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.68%$4M65.7KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.68%$18M248.1KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.67%$7M95.8KQ3 2025OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.65%$2M34.4KQ1 2026OLDER
1834 INVESTMENT ADVISORS CO$801M AUM0.64%$5M73.9KQ1 2026OLDER
CENTRAL VALLEY ADVISORS, LLC$366M AUM0.63%$2M33.5KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.63%$29M401.8KQ2 2026
Castellan Group$726M AUM0.63%$5M65.9KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.62%$10M149.7KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.60%$50M725.5KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.56%$879,5004.0KQ1 2026OLDER
Presima Securities ULC$178M AUM0.56%$999,71014.4KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.55%$981,47314.2KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.55%$16M226.2KQ1 2026OLDER
Strategic Financial Planning, Inc.$171M AUM0.54%$925,88922.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.53%$135M1.95MQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.52%$10M150.1KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.52%$15M215.0KQ3 2025OLDER
WINCAP FINANCIAL LLC$185M AUM0.51%$946,15913.1KQ2 2026
Maryland State Retirement & Pension System$4.9B AUM0.50%$25M356.6KQ1 2026OLDER
Finivi Inc.$195M AUM0.50%$971,07313.4KQ2 2026
Argent Advisors, Inc.$366M AUM0.49%$2M25.9KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.46%$7M105.0KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.45%$7M94.0KQ1 2026OLDER
Edgemoor Investment Advisors, Inc.$1.3B AUM0.45%$6M82.5KQ1 2026OLDER
Leisure Capital Management$286M AUM0.43%$1M17.9KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.43%$1M17.4KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.42%$16M226.6KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.42%$2M31.7KQ4 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.40%$22M311.4KQ1 2026OLDER
Odyssean, LLC$274M AUM0.39%$1M15.6KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.39%$397,1835.7KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.38%$865,72212.5KQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.38%$10M151.1KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.38%$1M19.8KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.37%$56M829.1KQ4 2025OLDER
Boston Trust Walden Corp$12.2B AUM0.37%$45M646.3KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.36%$4M54.6KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.36%$53M763.9KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM0.35%$521,5407.5KQ1 2026OLDER
VISIONARY HORIZONS, LLC$203M AUM0.34%$696,43010.1KQ1 2026OLDER
Bank & Trust Co$148M AUM0.34%$506,4377.3KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.34%$3M42.4KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM0.33%$8M114.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.32%$507M7.32MQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.32%$1M19.3KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.32%$2M23.3KQ3 2025OLDER
Mystic Asset Management, Inc.$431M AUM0.32%$1M20.0KQ1 2026OLDER
Sciencast Management LP$785M AUM0.32%$2M24.2KQ3 2025OLDER
M&G Plc$19.4B AUM0.31%$61M881.2KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.31%$12M179.2KQ1 2026OLDER
Ellsworth Advisors, LLC$609M AUM0.31%$2M25.7KQ2 2026
TABLEAUX LLC$206M AUM0.31%$638,6239.2KQ1 2026OLDER
Finer Wealth Management, Inc.$199M AUM0.31%$612,3288.8KQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.31%$29M424.1KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.29%$501,6797.1KQ3 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.29%$2M25.8KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.28%$534,4267.7KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.28%$1M15.3KQ1 2026OLDER
Heritage Trust Co$997M AUM0.28%$3M40.0KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.27%$1M20.1KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.27%$4M57.4KQ1 2026OLDER
Sachetta, LLC$184M AUM0.26%$487,7417.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.26%$17M251.0KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.26%$4M59.9KQ1 2026OLDER
Manske Wealth Management$357M AUM0.26%$916,36713.2KQ1 2026OLDER
GREAT OAK CAPITAL PARTNERS, LLC$430M AUM0.26%$1M15.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.25%$167M2.42MQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.24%$1M15.3KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.24%$439,4986.3KQ1 2026OLDER
BOS Asset Management, LLC$392M AUM0.24%$954,33213.8KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.24%$2M25.7KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.24%$370,8105.3KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM0.24%$289,7864.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.24%$46M666.2KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.23%$88M1.28MQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.23%$828,64612.0KQ1 2026OLDER
Old North State Wealth Management, LLC$234M AUM0.23%$535,1467.4KQ2 2026
Inspire Advisors, LLC$1.2B AUM0.22%$3M39.8KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.22%$366,9395.3KQ1 2026OLDER
Ironwood Investment Counsel, LLC$694M AUM0.21%$1M21.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.21%$727,12210.2KQ3 2025OLDER
Greenland Capital Management LP$787M AUM0.21%$2M30.0KQ4 2025OLDER
Leslie Global Wealth, LLC$190M AUM0.21%$405,1495.8KQ1 2026OLDER
Bryant Woods Investment Advisors, LLC$272M AUM0.21%$579,1818.4KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.21%$323,0344.7KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.21%$39M557.4KQ1 2026OLDER
First Growth Capital LLC$111M AUM0.21%$228,0343.3KQ1 2026OLDER
OPAL CAPITAL LLC$565M AUM0.20%$1M16.2KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.20%$717,90410.4KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.20%$2M27.1KQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM0.19%$281,7624.1KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.19%$11M164.6KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.19%$3M37.2KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.18%$5M72.1KQ4 2025OLDER
Alpha Family Trust$206M AUM0.18%$376,8835.4KQ1 2026OLDER
Aegis Wealth Management LLC$175M AUM0.18%$316,1254.6KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM0.18%$225,0963.2KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.18%$713,04810.3KQ1 2026OLDER
W.H. Cornerstone Investments Inc.$160M AUM0.18%$285,9574.1KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.18%$3M44.9KQ1 2026OLDER
San Luis Wealth Advisors LLC$604M AUM0.18%$1M15.5KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.18%$2M26.9KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.17%$720,26410.4KQ1 2026OLDER
Wells Trecaso Financial Group, LLC$210M AUM0.17%$353,7085.0KQ3 2025OLDER
New England Capital Financial Advisors LLC$365M AUM0.17%$613,4078.9KQ1 2026OLDER
Pine Haven Investment Counsel, Inc$149M AUM0.17%$249,4043.5KQ2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.17%$3M37.9KQ1 2026OLDER
Prosperity Wealth Management, Inc.$300M AUM0.17%$496,8607.4KQ1 2026OLDER
MQS Management LLC$148M AUM0.16%$242,8263.5KQ1 2026OLDER
Polaris Investment Advisors, LLC$156M AUM0.16%$254,1013.5KQ2 2026
ASR Vermogensbeheer N.V.$8.5B AUM0.16%$14M196.7KQ1 2026OLDER
American State Bank (Iowa)$247M AUM0.16%$392,8605.4KQ2 2026
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.16%$273,0243.9KQ1 2026OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.16%$2M28.4KQ2 2026
VISTA INVESTMENT PARTNERS LLC$397M AUM0.15%$612,9948.5KQ2 2026
Ethic Inc.$6.4B AUM0.15%$10M141.1KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.15%$15M187.3KQ2 2026
Entropy Technologies, LP$2.2B AUM0.15%$3M41.2KQ4 2025OLDER
Bard Financial Services, Inc.$911M AUM0.15%$1M19.2KQ3 2025OLDER
SHP Wealth Management$1.3B AUM0.15%$2M28.5KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.15%$676,4509.8KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.15%$3M36.4KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.14%$13M181.8KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.14%$352,2205.1KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.14%$2M36.0KQ1 2026OLDER
Arvest Bank Trust Division$1.8B AUM0.14%$3M37.9KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.14%$5M65.8KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.14%$26M380.3KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.14%$661,3479.5KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.14%$2M27.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.14%$29M411.4KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.14%$1M20.5KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.13%$1M16.0KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.13%$2M34.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.13%$253M3.66MQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.13%$51M732.7KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM0.13%$910,68613.1KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.13%$4M55.4KQ1 2026OLDER
Exchange Bank$161M AUM0.13%$209,1492.9KQ2 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.13%$91M1.31MQ1 2026OLDER
BetterWealth, LLC$510M AUM0.13%$658,0919.5KQ1 2026OLDER
Milestone Asset Management Group, LLC$171M AUM0.13%$218,9943.2KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.13%$644,1639.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.13%$27M385.5KQ1 2026OLDER
Shore Point Advisors, LLC$253M AUM0.12%$314,7144.5KQ1 2026OLDER
LifeWealth Investments, LLC$374M AUM0.12%$436,2986.1KQ3 2025OLDER
QTR Family Wealth, LLC$240M AUM0.12%$296,9504.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.12%$269M3.94MQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.12%$2M23.4KQ1 2026OLDER
LifeGoal Investments, LLC$218M AUM0.12%$265,3033.7KQ2 2026
Vontobel Holding Ltd.$29.1B AUM0.12%$35M503.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.12%$66M952.6KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.12%$590,0588.5KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.12%$373,1165.4KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.12%$185,8102.7KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.12%$641,6719.3KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.12%$17M251.8KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.11%$5M77.0KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.11%$1M16.5KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.11%$33M471.1KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.11%$2M25.5KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.11%$1M15.1KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.11%$277,4454.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.11%$9M132.8KQ1 2026OLDER
Novak & Powell Financial Services, Inc.$186M AUM0.11%$202,6072.8KQ3 2025OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.11%$617,1468.9KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.10%$18M253.5KQ1 2026OLDER
Oxler Private Wealth LLC$319M AUM0.10%$329,0924.8KQ1 2026OLDER
Cadence Wealth Management LLC$240M AUM0.10%$245,2193.5KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.10%$104,3361.5KQ1 2026OLDER
Chris Bulman Inc$228M AUM0.10%$202,5292.8KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.10%$2M33.5KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.10%$201,8822.9KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.10%$7M121.8KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.10%$212,2913.1KQ1 2026OLDER
KELLY FINANCIAL GROUP LLC$398M AUM0.10%$390,5025.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.10%$8M113.3KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.10%$21M304.7KQ1 2026OLDER
Midwest Professional Planners, LTD.$425M AUM0.10%$401,0485.6KQ3 2025OLDER
IAMS WEALTH MANAGEMENT, LLC$332M AUM0.10%$237,1823.3KQ3 2025OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.09%$2M28.4KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.09%$132M1.91MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.09%$12M175.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.09%$453M6.53MQ1 2026OLDER
ING GROEP NV$16.4B AUM0.09%$15M221.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.09%$78M1.13MQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.09%$481,9127.0KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.09%$2M24.0KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.09%$58M833.5KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.09%$221,6273.2KQ2 2026
Impact Capital Partners LLC$367M AUM0.09%$304,4904.4KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.09%$9M134.1KQ1 2026OLDER
Alta Wealth Advisors LLC$308M AUM0.09%$271,4074.0KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.09%$54M782.9KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.09%$227,6583.3KQ1 2026OLDER
Live Oak Private Wealth LLC$717M AUM0.09%$641,8799.3KQ1 2026OLDER
Sterling Investment Counsel, LLC$357M AUM0.09%$318,1334.6KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.09%$5M77.9KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.09%$858,33612.4KQ1 2026OLDER
Horizon Investment Services, LLC$288M AUM0.09%$254,6193.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.09%$23M325.3KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.09%$2M32.1KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.09%$499,9897.2KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.09%$7M96.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.09%$320M4.61MQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.09%$557,5957.8KQ3 2025OLDER
Raiffeisen Bank International AG$7.0B AUM0.09%$6M87.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.09%$1M15.0KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.08%$3M37.3KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.08%$2M36.8KQ4 2025OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.08%$2M26.6KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.08%$798,38311.5KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.08%$452,4026.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.08%$79M1.14MQ1 2026OLDER
Ellevest, Inc.$719M AUM0.08%$588,0498.5KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.08%$440,4946.5KQ4 2025OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.08%$460,6496.4KQ2 2026
Claro Advisors Inc.$830M AUM0.08%$667,6329.6KQ1 2026OLDER
Cutler Capital Management, LLC$370M AUM0.08%$294,2324.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.08%$48M668.2KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.08%$152M2.20MQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.08%$271,7444.0KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.08%$339M4.89MQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.08%$301,5604.2KQ2 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.08%$20M291.6KQ1 2026OLDER
CHATHAM CAPITAL GROUP, INC.$689M AUM0.08%$532,1407.7KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.08%$2M32.1KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.08%$3M50.7KQ4 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.08%$1M19.4KQ1 2026OLDER
Alliance Wealth Advisors, LLC$308M AUM0.07%$228,4453.2KQ2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.07%$70M1.01MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.07%$25M366.0KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.07%$13M182.1KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.07%$4M64.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.07%$1.4B20.00MQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.07%$922,01713.3KQ1 2026OLDER
SENTINEL PENSION ADVISORS, LLC$676M AUM0.07%$491,0577.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.07%$43M623.3KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.07%$1M18.2KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.07%$912,76413.2KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.07%$265,7363.8KQ1 2026OLDER
Sterling Financial Planning, Inc.$337M AUM0.07%$239,1553.5KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.07%$3M36.9KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.07%$2M27.4KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.07%$508,8937.4KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.07%$642,3649.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.07%$2.0B28.16MQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.07%$1M18.8KQ2 2026
Central Pacific Bank - Trust Division$984M AUM0.07%$660,6929.1KQ2 2026
Huber Capital Management LLC$647M AUM0.07%$434,5936.3KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.07%$561,6538.1KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.07%$728,89510.5KQ1 2026OLDER
JB Capital LLC$2.5B AUM0.07%$2M23.6KQ1 2026OLDER
LBP AM SA$7.3B AUM0.07%$5M69.4KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.07%$70M1.03MQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$529,7837.6KQ1 2026OLDER
CenterStar Asset Management, LLC$797M AUM0.06%$515,3377.4KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.06%$2M31.4KQ2 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.06%$28M401.4KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.06%$606,4778.8KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.06%$8M109.9KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.06%$26M375.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.06%$45M647.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.06%$408M5.87MQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.06%$38M544.1KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.06%$397,2515.7KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.06%$6M82.0KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.06%$300,2924.5KQ4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.06%$5M70.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.06%$5M69.0KQ1 2026OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.06%$607,2969.0KQ1 2026OLDER
FC Advisory LLC$378M AUM0.06%$227,8933.2KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.06%$56M810.3KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.06%$219,3253.1KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.06%$1M18.5KQ1 2026OLDER
Hurlow Wealth Management Group, Inc.$420M AUM0.06%$229,6403.2KQ3 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.06%$182,0632.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.06%$72M1.05MQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.06%$28M404.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.06%$36M522.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$379M5.47MQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.06%$28M403.4KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.06%$4M64.7KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.06%$2M28.3KQ1 2026OLDER
GRACE & WHITE INC /NY$566M AUM0.06%$314,2974.4KQ3 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.06%$1M15.1KQ2 2026
FIRST COMMUNITY TRUST NA$136M AUM0.06%$74,8221.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M23.7KQ4 2025OLDER
Essex Bank$452M AUM0.05%$245,0403.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.05%$47M673.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.05%$31M451.4KQ1 2026OLDER
Monument Capital Management$399M AUM0.05%$213,5903.1KQ1 2026OLDER
PLIMOTH TRUST CO LLC$447M AUM0.05%$239,2933.5KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.05%$10M140.9KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.05%$1M21.4KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.05%$10M147.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$192,8062.8KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.05%$239,8493.5KQ1 2026OLDER
Investment Advisory Group, LLC$393M AUM0.05%$206,4953.0KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.05%$359,1485.2KQ1 2026OLDER
Heritage Financial Services, LLC$1.2B AUM0.05%$623,4769.3KQ4 2025OLDER
AIA Group Ltd$6.9B AUM0.05%$4M51.4KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.05%$4M62.6KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.05%$394,6775.7KQ1 2026OLDER
Swedbank AB$95.1B AUM0.05%$49M702.2KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.05%$10M148.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.05%$2.9B42.14MQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM0.05%$55,424800Q1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.05%$395,9135.9KQ4 2025OLDER
MONECO ADVISORS, LLC$1.3B AUM0.05%$650,6199.4KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.05%$244,7403.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.05%$12M174.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.05%$3M38.4KQ3 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.05%$554,6198.0KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$882M AUM0.05%$438,5346.1KQ2 2026
ALERUS FINANCIAL NA$2.0B AUM0.05%$987,24014.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.05%$780M11.30MQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.05%$456,7636.6KQ1 2026OLDER
Robbins Farley$226M AUM0.05%$108,7011.6KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.05%$634,9629.2KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.05%$796,78311.8KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.05%$521,8077.7KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.05%$22M314.2KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.05%$18M246.1KQ3 2025OLDER
SC&H Financial Advisors, Inc.$663M AUM0.05%$312,8944.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$288,8984.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.05%$887M12.80MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.05%$3.2B47.51MQ4 2025OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.05%$719,26510.4KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.05%$71,7251.0KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.05%$8M122.0KQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.05%$669,7999.7KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.05%$275,0943.9KQ1 2026OLDER
Blue Fin Capital, Inc.$610M AUM0.05%$277,2364.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$5M65.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.04%$8M118.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$51M742.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.04%$52M745.2KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.04%$86,7931.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.04%$76M1.10MQ1 2026OLDER
Amundi$367.1B AUM0.04%$159M2.30MQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.04%$3M48.5KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.04%$4M61.0KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$503M AUM0.04%$216,3443.0KQ2 2026
Stablepoint Partners, LLC$723M AUM0.04%$308,8824.3KQ2 2026
HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM0.04%$2M20.8KQ2 2026
Prosperity Consulting Group, LLC$2.2B AUM0.04%$956,78913.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M25.3KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.04%$63M913.6KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.04%$137,7162.0KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.04%$1.7B24.38MQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.04%$69M990.2KQ1 2026OLDER
Czech National Bank$18.3B AUM0.04%$8M107.0KQ2 2026
Formidable Asset Management, LLC$648M AUM0.04%$272,8884.1KQ1 2026OLDER
Beacon Bank & Trust$518M AUM0.04%$217,3883.0KQ2 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.04%$2M33.3KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$246,6373.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.04%$48M699.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$18M261.7KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.04%$64M926.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.04%$7M102.0KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.04%$6M83.9KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.04%$613,3458.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.04%$22M315.3KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.04%$242,8013.4KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$806,55811.6KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.04%$62M902.1KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.04%$332,5444.8KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.04%$68,033982Q1 2026OLDER
MJP ASSOCIATES INC /ADV$824M AUM0.04%$331,2804.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$382,9065.7KQ4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.04%$160,4522.3KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.04%$2M25.6KQ4 2025OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.04%$545,1687.9KQ1 2026OLDER
Hardman Johnston Global Advisors LLC$2.1B AUM0.04%$831,36012.0KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.04%$91,6771.4KQ2 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.04%$3M43.0KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.04%$834,54712.0KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.04%$7M106.8KQ1 2026OLDER
Platform Technology Partners$519M AUM0.04%$202,7792.9KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$582,1358.6KQ4 2025OLDER
Optas, LLC$661M AUM0.04%$257,3753.7KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.04%$2M22.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.04%$157M2.26MQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.04%$937,48313.2KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.04%$208M3.00MQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.04%$5M68.0KQ1 2026OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.04%$514,6377.4KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.04%$1M15.2KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.04%$57,295827Q1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.04%$3M44.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$3M37.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.04%$146M2.11MQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.04%$2M22.7KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.04%$13M184.8KQ1 2026OLDER
National Pension Service$131.7B AUM0.04%$49M701.0KQ1 2026OLDER
ORG Partners LLC$568M AUM0.04%$209,2423.1KQ4 2025OLDER
Continuum Advisory, LLC$1.0B AUM0.04%$383,8805.5KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.04%$604,4078.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$36M507.6KQ3 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.04%$326,4894.5KQ2 2026
APG Asset Management N.V.$31.6B AUM0.04%$11M187.1KQ1 2026OLDER
Peak Asset Management, LLC$567M AUM0.04%$203,8882.9KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$395,2455.5KQ2 2026
Qtron Investments LLC$738M AUM0.04%$260,2163.8KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.04%$78,4851.1KQ2 2026
DEUTSCHE BANK AG\$302.7B AUM0.03%$105M1.52MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.03%$932,78912.9KQ2 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M58.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$23M338.7KQ4 2025OLDER
Mirova US LLC$8.8B AUM0.03%$3M43.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.03%$7M98.6KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.03%$55,424800Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.03%$191M2.76MQ1 2026OLDER
Thrive Wealth Management, LLC$787M AUM0.03%$263,2803.6KQ2 2026
CoreFirst Bank & Trust$189M AUM0.03%$62,837907Q2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.03%$754,94310.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.03%$251M3.62MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$9M124.1KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.03%$71,9601.3KQ4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.03%$4M56.0KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.03%$95,7451.4KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.03%$886,78412.8KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.03%$3M40.7KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.03%$11M158.6KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.03%$228,9913.3KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.03%$481,0116.9KQ1 2026OLDER
BARR E S & CO$1.7B AUM0.03%$619,9759.2KQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.03%$743,79010.7KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.03%$336,8394.9KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.03%$799,49111.5KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.03%$1M21.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.03%$275M3.97MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M39.9KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.03%$684,9729.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.03%$147,0822.2KQ2 2026
McIlrath & Eck, LLC$1.3B AUM0.03%$421,2226.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M87.7KQ1 2026OLDER
CATALYST FINANCIAL PARTNERS LLC$847M AUM0.03%$262,0863.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.03%$165M2.38MQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.03%$3M39.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.03%$57M817.5KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.03%$12M178.1KQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM0.03%$2M29.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$145M2.09MQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.03%$583,4078.4KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.03%$38,266620Q4 2025OLDER
Quadcap Wealth Management, LLC$879M AUM0.03%$263,4943.8KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.03%$483,0897.0KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$353,2305.2KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.03%$883,23412.7KQ1 2026OLDER
Quarry LP$558M AUM0.03%$166,0642.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$32M460.2KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.03%$3M38.2KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.03%$400,9765.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.03%$11M158.7KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.03%$6M85.7KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.03%$78,6101.1KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.03%$3M38.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.03%$8M114.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.03%$1M17.3KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.03%$277,1204.0KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$313,8384.5KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$528,1297.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.03%$1M18.6KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$698,82710.1KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.03%$9M127.8KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.03%$58,442868Q4 2025OLDER
Red Door Wealth Management, LLC$962M AUM0.03%$264,7883.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.03%$30M430.4KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.03%$12M179.2KQ1 2026OLDER
Hills Bank & Trust Co$2.1B AUM0.03%$562,3468.1KQ1 2026OLDER

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