4I1PHILIP MORRIS INTL INC
CUSIP 718172109 · Yahoo Finance ↗ · Google Finance ↗
Philip Morris Intl Inc (4I1) has 2,826 institutional holders in Filings Flow’s 13F database, together reporting 1294.32M shares worth $207.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Capital World Investors, and Blackrock, Inc..
Institutional Holders
2,826
Q1 2026
Reported Value
$207.1B
Ticker
4I1
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CALEDONIA INVESTMENTS PLC$883M AUM | 14.38% | $127M | 702.6K | Q2 2026 |
| EPACRIA CAPITAL PARTNERS, LLC$129M AUM | 13.66% | $18M | 106.7K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 13.13% | $8.3B | 50.11M | Q1 2026OLDER |
| GARDNER RUSSO & QUINN LLC$8.5B AUM | 8.96% | $761M | 4.61M | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 7.87% | $21M | 127.0K | Q1 2026OLDER |
| Contrarius Group Holdings Ltd$1.8B AUM | 7.70% | $136M | 822.8K | Q1 2026OLDER |
| Newbrook Capital Advisors LP$560M AUM | 7.01% | $57M | 353.3K | Q3 2025OLDER |
| Arrow Capital Management, LLC$144M AUM | 6.93% | $10M | 60.4K | Q1 2026OLDER |
| Dash Acquisitions Inc.$480M AUM | 6.85% | $33M | 208.8K | Q1 2026OLDER |
| Gladstone Capital Management LLP$996M AUM | 6.71% | $67M | 404.3K | Q1 2026OLDER |
| Fundsmith LLP$12.8B AUM | 6.59% | $845M | 5.11M | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 6.53% | $8M | 48.9K | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 6.33% | $8M | 46.7K | Q1 2026OLDER |
| FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM | 6.30% | $277M | 1.68M | Q1 2026OLDER |
| Savoir Faire Capital Management, L.P.$166M AUM | 6.20% | $10M | 62.1K | Q1 2026OLDER |
| Bronte Capital Management Pty Ltd.$1.0B AUM | 5.58% | $56M | 341.1K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 5.46% | $7M | 44.0K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 5.33% | $119M | 717.5K | Q1 2026OLDER |
| Triavera Capital LLC$167M AUM | 4.94% | $8M | 50.0K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 4.90% | $12M | 72.1K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 4.88% | $34M | 205.6K | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 4.80% | $30M | 180.0K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 4.72% | $20M | 119.8K | Q1 2026OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 4.69% | $33M | 197.8K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 4.56% | $1.8B | 10.77M | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 4.21% | $18M | 110.5K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 4.06% | $1.8B | 10.78M | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 4.00% | $7M | 43.8K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 3.81% | $7M | 36.3K | Q2 2026 |
| O'Domhnaill Enterprises, Inc.$124M AUM | 3.78% | $5M | 28.3K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 3.77% | $13M | 83.5K | Q4 2025OLDER |
| Orca Wealth Management, LLC$141M AUM | 3.68% | $5M | 31.3K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 3.67% | $182M | 1.10M | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 3.67% | $4M | 24.0K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 3.66% | $24M | 143.2K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 3.53% | $5M | 29.9K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 3.37% | $12M | 70.1K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 3.33% | $7M | 40.5K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 3.32% | $27M | 165.1K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 3.20% | $7M | 45.3K | Q1 2026OLDER |
| LONE PINE CAPITAL LLC$12.5B AUM | 3.12% | $424M | 2.64M | Q4 2025OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 3.11% | $4M | 24.6K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 3.05% | $7M | 43.2K | Q1 2026OLDER |
| Coho Partners, Ltd.$779M AUM | 3.05% | $24M | 146.5K | Q3 2025OLDER |
| Capital World Investors$732.9B AUM | 3.01% | $22.1B | 133.45M | Q1 2026OLDER |
| Independent Franchise Partners LLP$14.3B AUM | 2.96% | $423M | 2.56M | Q1 2026OLDER |
| Ninety One UK Ltd$44.7B AUM | 2.91% | $1.3B | 7.19M | Q2 2026 |
| Brentview Investment Management LLC$231M AUM | 2.90% | $7M | 40.5K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 2.84% | $4M | 22.8K | Q2 2026 |
| OPAL CAPITAL LLC$565M AUM | 2.82% | $16M | 96.5K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 2.82% | $12.0B | 72.76M | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 2.78% | $54M | 326.7K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 2.74% | $14M | 85.0K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 2.71% | $4M | 26.8K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 2.60% | $182M | 1.01M | Q2 2026 |
| Hamlin Capital Management, LLC$4.4B AUM | 2.58% | $115M | 634.7K | Q2 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 2.53% | $96M | 579.0K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 2.53% | $16M | 95.6K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 2.44% | $316M | 1.91M | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 2.43% | $20M | 119.5K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 2.41% | $3M | 15.7K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 2.41% | $14M | 85.0K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 2.41% | $8M | 48.5K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 2.40% | $12M | 69.8K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 2.34% | $9M | 56.3K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 2.32% | $12M | 71.3K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 2.32% | $5M | 27.3K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 2.31% | $15M | 93.1K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 2.28% | $2M | 14.9K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 2.27% | $7M | 40.3K | Q2 2026 |
| Canal Capital Management, LLC$739M AUM | 2.24% | $17M | 100.0K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 2.23% | $164M | 988.2K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.22% | $5M | 29.3K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 2.21% | $15M | 83.2K | Q2 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 2.19% | $7M | 40.9K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.14% | $126M | 759.5K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 2.14% | $26M | 159.2K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 2.09% | $21M | 127.2K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 2.09% | $17M | 95.5K | Q2 2026 |
| Koa Wealth Management, LLC$138M AUM | 2.08% | $3M | 17.4K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 2.06% | $334M | 2.02M | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 2.05% | $3M | 17.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 2.05% | $13.2B | 79.82M | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.01% | $196M | 1.19M | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 2.01% | $5M | 29.8K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.99% | $28M | 167.3K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 1.94% | $3M | 20.4K | Q1 2026OLDER |
| Steamboat Capital Partners, LLC$403M AUM | 1.87% | $7M | 44.4K | Q3 2025OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 1.86% | $718M | 4.43M | Q3 2025OLDER |
| Titan Investment Solutions Ltd$781M AUM | 1.86% | $14M | 87.7K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 1.85% | $113M | 682.7K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.84% | $26M | 155.1K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 1.83% | $3M | 18.2K | Q3 2025OLDER |
| DCM Advisors, LLC$220M AUM | 1.82% | $4M | 24.3K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 1.82% | $2M | 12.5K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.81% | $2M | 15.0K | Q3 2025OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.77% | $11M | 64.4K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 1.76% | $4M | 24.8K | Q2 2026 |
| Meiji Yasuda America Inc$404M AUM | 1.75% | $7M | 42.8K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 1.72% | $5M | 27.8K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 1.67% | $14M | 86.4K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 1.66% | $2M | 10.8K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 1.65% | $974M | 5.89M | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 1.63% | $3M | 16.4K | Q2 2026 |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 1.62% | $4M | 25.6K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 1.57% | $9M | 57.1K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 1.57% | $3M | 16.9K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 1.56% | $6M | 35.4K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.55% | $6M | 36.0K | Q3 2025OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 1.55% | $2M | 11.8K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 1.53% | $3M | 20.2K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 1.51% | $7M | 39.7K | Q1 2026OLDER |
| Emmett Investment Management, LP$131M AUM | 1.50% | $2M | 12.5K | Q1 2026OLDER |
| Mount Capital Ltd$248M AUM | 1.50% | $4M | 22.5K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 1.49% | $2M | 9.2K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 1.49% | $3M | 20.9K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 1.48% | $4M | 26.8K | Q1 2026OLDER |
| Hook Mill Capital Partners, LP$1.1B AUM | 1.48% | $16M | 98.0K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 1.47% | $127M | 765.4K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 1.47% | $5M | 28.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.46% | $5M | 28.0K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.46% | $5M | 30.4K | Q4 2025OLDER |
| C2C Wealth Management, LLC$128M AUM | 1.45% | $2M | 10.3K | Q2 2026 |
| High Point Wealth Management, LLC$104M AUM | 1.43% | $1M | 9.0K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 1.43% | $9M | 54.5K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.42% | $7M | 43.2K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 1.42% | $6M | 34.7K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 1.42% | $23M | 142.5K | Q4 2025OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 1.41% | $256M | 1.55M | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.41% | $7M | 40.7K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 1.40% | $6M | 40.0K | Q3 2025OLDER |
| Applied Capital LLC/FL$212M AUM | 1.40% | $3M | 17.9K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 1.39% | $3M | 15.0K | Q2 2026 |
| Elite Wealth Management, Inc.$308M AUM | 1.39% | $4M | 25.8K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 1.39% | $3M | 15.9K | Q1 2026OLDER |
| D1 Capital Partners L.P.$11.2B AUM | 1.38% | $120M | 740.3K | Q3 2025OLDER |
| NS Partners Ltd$2.2B AUM | 1.33% | $30M | 179.6K | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.33% | $3M | 19.1K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 1.31% | $3M | 19.1K | Q2 2026 |
| Western Financial Corp/CA$255M AUM | 1.31% | $3M | 18.6K | Q3 2025OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 1.31% | $5M | 32.6K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.31% | $6M | 38.0K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.30% | $3M | 15.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 1.28% | $20M | 119.1K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 1.28% | $7M | 42.4K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 1.28% | $8M | 47.3K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 1.26% | $7M | 44.4K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.26% | $20M | 118.1K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 1.26% | $2M | 11.2K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.25% | $1M | 8.5K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.25% | $6M | 33.5K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.23% | $2M | 13.4K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.23% | $4M | 22.5K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 1.22% | $3M | 14.3K | Q2 2026 |
| Investment Research & Advisory Group, Inc.$286M AUM | 1.22% | $3M | 20.9K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 1.21% | $2M | 9.3K | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 1.20% | $29M | 174.3K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.20% | $4M | 21.4K | Q2 2026 |
| SWS Partners$405M AUM | 1.18% | $5M | 28.7K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 1.18% | $3M | 19.8K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 1.18% | $21M | 127.5K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 1.18% | $29M | 176.0K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 1.17% | $1M | 7.4K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 1.17% | $2M | 12.3K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 1.17% | $33M | 200.1K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 1.17% | $3M | 17.5K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.15% | $3M | 19.9K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 1.14% | $7M | 44.1K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.14% | $2M | 11.8K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.13% | $5M | 31.5K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 1.13% | $2M | 10.0K | Q2 2026 |
| BCGM Wealth Management, LLC$398M AUM | 1.13% | $4M | 27.1K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 1.12% | $1M | 8.6K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.12% | $1M | 8.5K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.11% | $19M | 122.2K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 1.11% | $52M | 315.5K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 1.11% | $2M | 10.1K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 1.10% | $3M | 18.1K | Q2 2026 |
| Campbell Deegan Wealth Management, LLC$125M AUM | 1.10% | $1M | 8.3K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 1.09% | $80M | 482.6K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.08% | $4M | 23.7K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 1.08% | $94M | 567.3K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.08% | $12M | 65.7K | Q2 2026 |
| Cornerstone Advisors, LLC$2.7B AUM | 1.08% | $29M | 176.8K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 1.07% | $10M | 57.6K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 1.07% | $2M | 9.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 1.06% | $3M | 18.9K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 1.06% | $133M | 801.9K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.06% | $2M | 13.2K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 1.05% | $3M | 16.6K | Q1 2026OLDER |
| Kessler Investment Group, LLC$234M AUM | 1.04% | $2M | 13.5K | Q2 2026 |
| Optimist Retirement Group LLC$227M AUM | 1.04% | $2M | 14.3K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 1.04% | $1M | 7.7K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 1.04% | $29M | 174.6K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 1.03% | $2M | 10.1K | Q2 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 1.03% | $4M | 22.0K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 1.03% | $12M | 70.5K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 1.02% | $1M | 7.1K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 1.02% | $3M | 16.0K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.02% | $5M | 29.6K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 1.01% | $2M | 15.0K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 1.01% | $28M | 168.8K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 1.00% | $953M | 5.78M | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 0.99% | $4M | 26.6K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.99% | $3M | 16.8K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.98% | $5M | 30.5K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.98% | $2M | 13.4K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 0.97% | $12M | 69.9K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.97% | $4M | 26.7K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.97% | $162M | 981.3K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.97% | $3M | 19.5K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.96% | $14M | 87.8K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.96% | $1M | 7.0K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.96% | $65M | 390.5K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.96% | $11M | 69.2K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.95% | $1M | 7.8K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.95% | $4M | 25.8K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 0.95% | $2M | 9.8K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.93% | $5M | 31.8K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.93% | $249M | 1.51M | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.93% | $3M | 16.4K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.93% | $570M | 3.45M | Q1 2026OLDER |
| BRANDYWINE TRUST CO$552M AUM | 0.92% | $5M | 30.8K | Q1 2026OLDER |
| Ninety One SA (PTY) Ltd$2.3B AUM | 0.92% | $21M | 130.4K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.92% | $12M | 70.0K | Q1 2026OLDER |
| Knoll Capital Management, LLC$180M AUM | 0.92% | $2M | 10.0K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.91% | $1M | 6.0K | Q2 2026 |
| Mill Capital Management, LLC$1.3B AUM | 0.91% | $12M | 72.2K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.90% | $3M | 19.2K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 0.90% | $4M | 26.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.89% | $27M | 162.7K | Q1 2026OLDER |
| Zweig-DiMenna Associates LLC$722M AUM | 0.89% | $14M | 89.3K | Q4 2025OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.89% | $3M | 17.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.88% | $4M | 22.8K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.88% | $5M | 30.6K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.88% | $5M | 32.9K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.87% | $12M | 71.7K | Q1 2026OLDER |
| Purewater Capital LLC$104M AUM | 0.87% | $911,023 | 5.5K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.87% | $8M | 49.0K | Q3 2025OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.86% | $2M | 10.1K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.86% | $14M | 89.9K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.86% | $970,910 | 5.9K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.85% | $2M | 12.6K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 0.84% | $2M | 10.9K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.84% | $16M | 98.7K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.84% | $1M | 9.3K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.84% | $18M | 107.4K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.83% | $2M | 11.2K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.82% | $19M | 115.6K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.82% | $6M | 30.9K | Q2 2026 |
| CenterBook Partners LP$1.9B AUM | 0.82% | $15M | 92.4K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.82% | $296M | 1.78M | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.82% | $29M | 174.2K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.82% | $7M | 42.0K | Q4 2025OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.80% | $4M | 26.2K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.80% | $71M | 430.6K | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.80% | $8M | 50.2K | Q1 2026OLDER |
| Atreides Management, LP$5.0B AUM | 0.80% | $65M | 405.8K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.79% | $2M | 14.4K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.79% | $3M | 21.1K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.79% | $12M | 74.1K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.79% | $25M | 153.1K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.79% | $3M | 14.6K | Q2 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.78% | $2M | 11.3K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.78% | $3M | 16.2K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.78% | $1M | 8.4K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.78% | $11M | 63.9K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.78% | $26M | 157.4K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.77% | $14M | 83.1K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 0.77% | $817,275 | 4.9K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.77% | $1M | 7.7K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 0.76% | $985,261 | 6.0K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.76% | $76M | 474.1K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.76% | $12M | 73.2K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.76% | $3M | 16.0K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.76% | $1M | 6.6K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.76% | $2M | 14.2K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.75% | $13M | 73.4K | Q2 2026 |
| Wealth Science Advisors LLC$225M AUM | 0.75% | $2M | 9.3K | Q2 2026 |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.75% | $18M | 106.8K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.74% | $27M | 165.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.74% | $1M | 7.7K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.74% | $26M | 156.8K | Q1 2026OLDER |
| McBroom & Associates, LLC$180M AUM | 0.74% | $1M | 8.0K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.74% | $3M | 16.1K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 0.73% | $1M | 6.8K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.73% | $3M | 15.6K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.72% | $7M | 42.4K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.72% | $8M | 45.4K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.72% | $2M | 10.6K | Q1 2026OLDER |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 0.72% | $20M | 127.0K | Q4 2025OLDER |
| Kennebec Savings Bank$111M AUM | 0.72% | $798,592 | 4.8K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.72% | $1M | 8.6K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.71% | $2M | 9.8K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.71% | $13M | 76.9K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.71% | $27M | 165.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.71% | $198M | 1.20M | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.71% | $3M | 18.2K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.70% | $806,363 | 4.9K | Q2 2026 |
| Salvus Wealth Management, LLC$172M AUM | 0.70% | $1M | 7.2K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.70% | $63M | 379.6K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.69% | $27M | 166.1K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.69% | $2M | 10.0K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.69% | $2M | 12.9K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.69% | $1M | 7.8K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.69% | $7M | 40.3K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.68% | $3M | 14.9K | Q2 2026 |
| Portfolio Design Labs, LLC$562M AUM | 0.68% | $4M | 23.0K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.67% | $2.7B | 16.61M | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.67% | $942,438 | 5.7K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.67% | $5M | 30.1K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.67% | $1M | 7.5K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.67% | $1M | 8.4K | Q4 2025OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.66% | $23M | 140.7K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.66% | $18M | 108.3K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.66% | $4M | 26.7K | Q4 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.66% | $2M | 11.1K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.66% | $1M | 7.2K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.66% | $3M | 16.6K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 0.65% | $18M | 24.8K | Q4 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.65% | $83M | 503.1K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.65% | $18M | 107.5K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.65% | $5M | 28.1K | Q1 2026OLDER |
| Troy Asset Management Ltd$3.4B AUM | 0.64% | $22M | 130.5K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.64% | $2M | 12.5K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.64% | $11M | 66.5K | Q3 2025OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.64% | $1M | 8.0K | Q1 2026OLDER |
| Ervin Investment Management, LLC$184M AUM | 0.64% | $1M | 6.5K | Q2 2026 |
| Oak Harvest Investment Services$958M AUM | 0.63% | $6M | 36.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.63% | $5M | 28.3K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.63% | $1M | 7.8K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.63% | $3M | 18.7K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.63% | $941M | 5.69M | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.63% | $16M | 98.4K | Q3 2025OLDER |
| Keystone Financial Services$341M AUM | 0.63% | $2M | 13.0K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.63% | $928,715 | 5.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.62% | $2M | 12.7K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.62% | $694,428 | 4.2K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 0.62% | $20M | 121.4K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.62% | $180M | 1.09M | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.62% | $4M | 22.8K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.61% | $1M | 7.6K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.61% | $2M | 11.0K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.61% | $1M | 8.5K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.61% | $15M | 92.0K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 0.61% | $40M | 242.4K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.61% | $3M | 16.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.60% | $3M | 20.3K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.60% | $3M | 19.4K | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 0.60% | $793,632 | 4.8K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.60% | $852,328 | 5.2K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.60% | $685,169 | 4.1K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.60% | $3M | 15.9K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.60% | $635,400 | 3.8K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.60% | $34M | 201.1K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.59% | $6M | 36.6K | Q4 2025OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.59% | $1M | 6.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.59% | $120M | 662.7K | Q2 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.59% | $7M | 42.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.58% | $108M | 653.2K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.58% | $186M | 1.13M | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.58% | $4M | 21.9K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.58% | $807,190 | 4.9K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.57% | $1M | 6.5K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.57% | $46M | 276.2K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.57% | $8M | 45.4K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 0.56% | $634,079 | 3.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.56% | $417M | 2.52M | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.56% | $726,752 | 4.4K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.56% | $677,330 | 4.1K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 0.56% | $1M | 5.8K | Q2 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.56% | $1M | 6.8K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.56% | $44M | 265.6K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.56% | $1M | 7.2K | Q3 2025OLDER |
| PARTHENON LLC$875M AUM | 0.56% | $5M | 29.4K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.56% | $91M | 549.3K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.55% | $9M | 58.5K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.55% | $8.5B | 51.59M | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.55% | $917,472 | 5.5K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.54% | $755,604 | 4.6K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.54% | $814,134 | 4.9K | Q2 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.54% | $2M | 12.2K | Q4 2025OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.54% | $2M | 9.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.54% | $13M | 77.7K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.54% | $804,710 | 4.9K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.54% | $5M | 31.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.54% | $2M | 13.5K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.54% | $1M | 8.2K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.53% | $16M | 94.6K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.53% | $651,274 | 3.9K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.53% | $717,630 | 4.5K | Q4 2025OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.53% | $4M | 21.6K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.53% | $87M | 526.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.53% | $2M | 13.7K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.53% | $772,634 | 4.7K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.53% | $186M | 1.12M | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.52% | $14M | 82.3K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.52% | $26M | 159.4K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.52% | $1M | 6.6K | Q2 2026 |
| Vann Equity Management LLC$140M AUM | 0.52% | $735,190 | 4.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.52% | $2.8B | 16.86M | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.52% | $74M | 446.5K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.52% | $4M | 21.3K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.52% | $561,240 | 3.4K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.52% | $3M | 15.7K | Q2 2026 |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 0.52% | $710,962 | 711.0K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 0.52% | $950,374 | 5.7K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.52% | $3M | 18.1K | Q3 2025OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.51% | $1M | 6.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.51% | $427M | 2.58M | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.51% | $45M | 281.8K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.51% | $5M | 30.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.51% | $14M | 87.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.51% | $45M | 270.2K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.51% | $10M | 61.4K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.50% | $939,958 | 5.7K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.50% | $99M | 601.2K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.50% | $55M | 330.2K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.50% | $849,352 | 5.1K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 0.50% | $1M | 7.0K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.49% | $2M | 13.2K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.49% | $2M | 10.5K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.49% | $1M | 7.2K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.49% | $2M | 11.3K | Q3 2025OLDER |
| Code Waechter LLC$168M AUM | 0.49% | $822,662 | 5.0K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.49% | $12M | 71.9K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.49% | $1.4B | 8.63M | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.48% | $1M | 8.2K | Q2 2026 |
| Ellenbecker Investment Group$743M AUM | 0.48% | $4M | 21.8K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.48% | $748,825 | 4.5K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.48% | $1M | 8.1K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.48% | $1M | 7.7K | Q2 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.48% | $609,443 | 3.7K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.48% | $7M | 41.4K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.48% | $4M | 23.6K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.48% | $1M | 6.9K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.48% | $5M | 30.9K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.48% | $5M | 29.2K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.48% | $3M | 15.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.47% | $29M | 175.4K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.47% | $2M | 10.2K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.47% | $1M | 8.9K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.46% | $10M | 63.2K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.46% | $1M | 8.5K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.46% | $27M | 166.2K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.46% | $138M | 836.6K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.46% | $7M | 41.0K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.46% | $7M | 43.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.46% | $531,982 | 3.2K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 0.46% | $1M | 7.5K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.46% | $7M | 40.5K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.45% | $597M | 3.61M | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 0.45% | $701,703 | 4.2K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.45% | $820,252 | 5.0K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.45% | $901,103 | 5.5K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.45% | $4M | 21.6K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.45% | $1M | 7.5K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.45% | $56M | 337.2K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.45% | $19M | 115.9K | Q3 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.45% | $13M | 79.9K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.45% | $839,266 | 5.1K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.45% | $583,981 | 3.5K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.44% | $1M | 6.1K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM | 0.44% | $16M | 86.2K | Q2 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.44% | $150M | 904.8K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.44% | $47M | 288.2K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.44% | $5M | 30.6K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.44% | $26M | 160.1K | Q3 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.44% | $2M | 11.4K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 0.44% | $5M | 32.5K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.44% | $80M | 443.6K | Q2 2026 |
| CYBER HORNET ETFs LLC$155M AUM | 0.44% | $674,585 | 4.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.43% | $755M | 4.57M | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.43% | $3M | 17.0K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.43% | $1.6B | 9.67M | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.43% | $19M | 115.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.43% | $12M | 75.5K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.43% | $1M | 8.3K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.43% | $2M | 10.5K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.43% | $2M | 10.8K | Q2 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.43% | $845,052 | 5.1K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.43% | $1M | 7.9K | Q2 2026 |
| Utah Retirement Systems$9.8B AUM | 0.43% | $42M | 253.3K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.43% | $1M | 6.3K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.43% | $2M | 10.2K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.43% | $832,156 | 5.0K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.42% | $599,651 | 3.6K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.42% | $867,880 | 13.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.42% | $227M | 1.37M | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.42% | $6M | 38.1K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.42% | $11M | 65.5K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.42% | $2M | 13.3K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.42% | $1M | 9.2K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.42% | $3M | 16.8K | Q3 2025OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.42% | $201M | 1.21M | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.42% | $754,116 | 4.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.42% | $22M | 133.9K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.42% | $12M | 74.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.42% | $497,303 | 3.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.42% | $16.7B | 101.16M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.