SEC 13F Intelligence

MPCMARATHON PETE CORP

CUSIP 56585A102 · Yahoo Finance ↗ · Google Finance ↗

Marathon Pete Corp (MPC) has 1,858 institutional holders in Filings Flow’s 13F database, together reporting 219.27M shares worth $51.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,858
Q1 2026
Reported Value
$51.2B
Ticker
MPC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,043Q4 ’18Q1 ’19: 1,088Q2 ’19: 1,012Q2 ’19Q3 ’19: 1,008Q2 ’21: 926Q2 ’21Q4 ’21: 995Q4 ’22: 1,285Q4 ’22Q4 ’25: 1,631Q1 ’26: 1,858Q1 ’26Q2 ’26: 144filingsflow.com
Total reported value
Q4 ’18: $267.3BQ4 ’18Q1 ’19: $275.4BQ2 ’19: $174.0BQ2 ’19Q3 ’19: $171.9BQ2 ’21: $225.9BQ2 ’21Q4 ’21: $275.4BQ4 ’22: $18.1BQ4 ’22Q4 ’25: $35.0BQ1 ’26: $51.2BQ1 ’26Q2 ’26: $523Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Praetorian PR LLC$275M AUM8.44%$23M95.0KQ1 2026OLDER
GREATMARK INVESTMENT PARTNERS, INC.$854M AUM4.77%$41M166.7KQ1 2026OLDER
Sitrin Capital Management LLC$200M AUM4.56%$9M37.2KQ1 2026OLDER
Corigliano Investment Advisers, LLC$256M AUM4.40%$12M76.2KQ4 2025OLDER
Refined Wealth Management$158M AUM3.85%$6M25.0KQ1 2026OLDER
DCM Advisors, LLC$220M AUM3.69%$8M33.2KQ1 2026OLDER
Summit Street Capital Management, LLC$707M AUM3.63%$26M105.1KQ1 2026OLDER
Turn8 Private Wealth Inc.$160M AUM3.56%$6M23.3KQ1 2026OLDER
Kennondale Capital Management LLC$139M AUM3.47%$5M19.7KQ1 2026OLDER
Cherokee Insurance Co$263M AUM3.43%$9M37.1KQ1 2026OLDER
CrossGen Wealth, LLC$114M AUM3.42%$4M15.9KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM3.34%$16M96.1KQ4 2025OLDER
O'Domhnaill Enterprises, Inc.$124M AUM3.30%$4M16.8KQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM3.17%$97M398.1KQ1 2026OLDER
swisspartners Advisors Ltd$159M AUM3.11%$5M20.4KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM3.11%$38M155.8KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM2.97%$3M14.2KQ1 2026OLDER
GHE, LLC$241M AUM2.89%$7M28.5KQ1 2026OLDER
COBALT CAPITAL MANAGEMENT, INC.$179M AUM2.88%$7M40.0KQ4 2025OLDER
NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM2.77%$16M63.6KQ1 2026OLDER
Recurrent Investment Advisors LLC$1.7B AUM2.66%$44M181.0KQ1 2026OLDER
Geneva Partners, LLC$208M AUM2.61%$5M22.2KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM2.47%$56M221.0KQ2 2026
ADAMS NATURAL RESOURCES FUND, INC.$863M AUM2.41%$21M85.0KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM2.37%$7M29.4KQ1 2026OLDER
Hudson Canyon Capital Management$163M AUM2.36%$4M15.8KQ1 2026OLDER
KIRR MARBACH & CO LLC /IN/$549M AUM2.22%$12M50.0KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM2.21%$401M1.64MQ1 2026OLDER
Shoker Investment Counsel, Inc.$337M AUM2.20%$7M30.4KQ1 2026OLDER
Mader & Shannon Wealth Management, Inc.$214M AUM2.20%$5M18.4KQ2 2026
Wealth Intelligence, LLC$208M AUM2.10%$4M17.9KQ1 2026OLDER
Clear Trail Advisors, LLC$601M AUM1.92%$12M47.3KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM1.92%$10M39.9KQ1 2026OLDER
Merrion Investment Management Co, LLC$211M AUM1.89%$4M15.6KQ2 2026
Aspetuck Financial Management LLC$146M AUM1.88%$3M11.2KQ1 2026OLDER
Bank & Trust Co$148M AUM1.86%$3M11.3KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM1.84%$51M210.3KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM1.81%$6M24.9KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM1.78%$12M48.0KQ1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM1.76%$2M9.7KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM1.75%$4M14.9KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.73%$2M7.4KQ1 2026OLDER
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM1.73%$35M142.8KQ1 2026OLDER
HARRELL INVESTMENT PARTNERS, LLC$461M AUM1.68%$8M30.3KQ2 2026
CAPITAL CITY TRUST CO/FL$437M AUM1.67%$7M29.9KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM1.67%$54M219.4KQ1 2026OLDER
Aspire Growth Partners LLC$146M AUM1.64%$2M9.8KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM1.63%$10M41.2KQ1 2026OLDER
Scissortail Wealth Management, LLC$498M AUM1.62%$8M33.0KQ1 2026OLDER
Gilliland Jeter Wealth Management LLC$338M AUM1.59%$5M22.0KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM1.56%$41M168.3KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM1.55%$6M23.9KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM1.52%$34M137.8KQ1 2026OLDER
Encore Global Management, LP$143M AUM1.49%$2M8.8KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM1.48%$28M114.8KQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM1.47%$76M310.5KQ1 2026OLDER
Tulsa Wealth Advisors, INC$570M AUM1.46%$8M34.2KQ1 2026OLDER
Boston Partners$95.5B AUM1.44%$1.4B5.65MQ1 2026OLDER
Phoenix Wealth Advisors$253M AUM1.43%$4M14.8KQ1 2026OLDER
Shepherd Street Advisors LLC$101M AUM1.32%$1M5.5KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM1.29%$22M90.3KQ1 2026OLDER
Winthrop Partners - WNY, LLC$188M AUM1.29%$2M9.9KQ1 2026OLDER
Wills Financial Group LLC$265M AUM1.29%$3M13.7KQ1 2026OLDER
Joseph Group Capital Management$400M AUM1.26%$5M20.7KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM1.25%$6M24.2KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM1.20%$2M9.8KQ1 2026OLDER
Accretive Wealth Partners, LLC$356M AUM1.18%$4M17.2KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM1.17%$10M39.0KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM1.16%$23M93.0KQ1 2026OLDER
Panview Capital Ltd$467M AUM1.14%$5M21.8KQ1 2026OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM1.13%$4M14.3KQ2 2026
TMB Capital Partners, LLC$297M AUM1.11%$3M13.6KQ1 2026OLDER
Peterson Wealth Services$405M AUM1.11%$5M18.4KQ1 2026OLDER
Bowman & Co S.C.$237M AUM1.03%$2M15.1KQ4 2025OLDER
Journey Advisory Group, LLC$1.2B AUM1.02%$12M48.9KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.99%$1M4.7KQ1 2026OLDER
Jupiter Wealth Management LLC$253M AUM0.98%$2M10.0KQ1 2026OLDER
MONETTA FINANCIAL SERVICES INC$129M AUM0.98%$1M5.2KQ1 2026OLDER
Worthington Financial Partners, LLC$116M AUM0.98%$1M4.7KQ1 2026OLDER
Oceanic Investment Management LTD$118M AUM0.96%$1M4.7KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM0.96%$1M5.9KQ1 2026OLDER
Tranquility Partners, LLC$265M AUM0.94%$3M10.2KQ1 2026OLDER
FORTERIS WEALTH MANAGEMENT INC.$104M AUM0.92%$963,0463.9KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.92%$1M5.6KQ1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM0.91%$685M2.81MQ1 2026OLDER
RiverGlades Family Offices LLC$170M AUM0.90%$2M6.3KQ1 2026OLDER
KKM Financial LLC$563M AUM0.90%$5M31.0KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.90%$2M7.4KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM0.89%$54M220.6KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.89%$2M6.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.89%$4M22.4KQ3 2025OLDER
Deseret Mutual Benefit Administrators$294M AUM0.88%$3M10.6KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.88%$18M95.6KQ3 2025OLDER
SWS Partners$405M AUM0.88%$4M14.6KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.87%$387,8722.4KQ4 2025OLDER
Challenger Wealth Management$125M AUM0.87%$1M4.4KQ1 2026OLDER
Kentucky Farm Bureau Mutual Insurance Co$204M AUM0.87%$2M30.0KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.87%$2M6.6KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.86%$60M245.2KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.86%$5M21.5KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.85%$879,0483.6KQ1 2026OLDER
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM0.84%$3M13.2KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.84%$5M32.8KQ4 2025OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.84%$4M15.6KQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.83%$8M30.9KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.83%$1M4.8KQ2 2026
Farmers & Merchants Trust Co of Long Beach$426M AUM0.82%$3M14.3KQ1 2026OLDER
NORTHLAND SECURITIES, INC.$105M AUM0.81%$854,8743.5KQ1 2026OLDER
BEARING POINT CAPITAL, LLC$638M AUM0.81%$5M21.3KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.81%$3M14.2KQ1 2026OLDER
WS MANAGEMENT LLLP$1.1B AUM0.81%$9M37.4KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.80%$9M36.6KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.80%$1M4.7KQ2 2026
Invera Wealth Advisors, LLC$156M AUM0.79%$1M5.1KQ1 2026OLDER
MQS Management LLC$148M AUM0.79%$1M4.8KQ1 2026OLDER
Meridian Wealth Advisors, LLC$756M AUM0.79%$6M24.4KQ1 2026OLDER
KWMG, LLC$1.4B AUM0.77%$11M41.6KQ2 2026
WETZEL INVESTMENT ADVISORS, INC.$252M AUM0.76%$2M7.8KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.76%$5M21.3KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.75%$7M30.1KQ1 2026OLDER
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM0.75%$39M160.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.75%$10M40.0KQ1 2026OLDER
Peak Planning Group, LLC$228M AUM0.74%$2M10.4KQ2 2026
LOM Asset Management Ltd$348M AUM0.74%$3M10.5KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM0.73%$763,7953.1KQ1 2026OLDER
MGB Wealth Management, LLC$350M AUM0.72%$3M15.5KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.72%$29M116.8KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.71%$19M78.6KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.70%$36M147.0KQ1 2026OLDER
Leisure Capital Management$286M AUM0.70%$2M8.1KQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM0.67%$1M4.2KQ1 2026OLDER
HMV Wealth Advisors, LLC$213M AUM0.67%$1M5.8KQ1 2026OLDER
ForthRight Wealth Management, LLC$353M AUM0.67%$2M9.6KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.65%$30M124.3KQ1 2026OLDER
Meadow Creek Wealth Advisors LLC$155M AUM0.64%$983,5574.0KQ1 2026OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.64%$844,9593.5KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.63%$4M17.1KQ1 2026OLDER
Kapstone Financial Advisors LLC$204M AUM0.63%$1M5.2KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.63%$3M11.2KQ1 2026OLDER
Keyes, Stange & Wooten Wealth Management, LLC$224M AUM0.63%$1M5.7KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.62%$120M489.5KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.62%$4M15.4KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.62%$8M34.6KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.61%$22M88.1KQ1 2026OLDER
Stembrook Asset Management, LLC$102M AUM0.61%$624,1252.6KQ1 2026OLDER
MBA Advisors LLC$260M AUM0.60%$2M6.4KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.59%$792,8523.2KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM0.58%$2M6.6KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.58%$27M104.6KQ2 2026
SAXON INTERESTS, INC.$290M AUM0.57%$2M6.8KQ1 2026OLDER
LightSquare Wealth Management, LLC$133M AUM0.57%$755,0903.1KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.56%$1M5.9KQ1 2026OLDER
Centric Wealth Management$501M AUM0.56%$3M11.1KQ1 2026OLDER
Stonebrook Private Inc.$470M AUM0.56%$3M10.8KQ1 2026OLDER
CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM0.55%$5M20.7KQ1 2026OLDER
Tudor Financial Inc.$196M AUM0.55%$1M4.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.55%$2M14.6KQ4 2025OLDER
BOCHK Asset Management Ltd$483M AUM0.55%$3M10.8KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.55%$2M6.2KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.54%$6M25.8KQ1 2026OLDER
Canopy Partners, LLC$291M AUM0.54%$2M6.4KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.53%$2M13.3KQ4 2025OLDER
Mystic Asset Management, Inc.$431M AUM0.53%$2M9.3KQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.51%$3M13.2KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.51%$9M37.7KQ1 2026OLDER
LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM0.51%$2M7.5KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.51%$2M8.2KQ1 2026OLDER
MARINO, STRAM & ASSOCIATES LLC$557M AUM0.51%$3M11.6KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.51%$2M11.0KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.51%$3M16.3KQ4 2025OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.50%$18M72.6KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.50%$135M551.9KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.50%$8M32.9KQ1 2026OLDER
Aventail Capital Group, LP$2.1B AUM0.50%$10M42.4KQ1 2026OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.49%$11M44.5KQ1 2026OLDER
Arkfeld Wealth Strategies, L.L.C.$316M AUM0.49%$2M7.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.48%$122M501.6KQ1 2026OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM0.47%$8M31.4KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.47%$1M5.0KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.47%$5M30.6KQ4 2025OLDER
Net Worth Advisory Group$482M AUM0.46%$2M9.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.46%$378M1.55MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.46%$8M33.0KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.46%$151M785.4KQ3 2025OLDER
Mount Lucas Management LP$271M AUM0.45%$1M5.0KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.45%$16M66.0KQ1 2026OLDER
RAINIER FAMILY WEALTH INC$149M AUM0.45%$669,7862.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.45%$2M12.2KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.45%$425M1.74MQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.44%$715,1712.9KQ1 2026OLDER
Athena Investment Management$193M AUM0.44%$844,8633.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.43%$1.4B5.77MQ1 2026OLDER
Henson-Edgewater Management, LLC$157M AUM0.43%$682,4832.8KQ1 2026OLDER
TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM0.43%$41M169.7KQ1 2026OLDER
First Nebraska Trust Co$591M AUM0.43%$3M31.7KQ2 2026
Lauterbach Financial Advisors, LLC$205M AUM0.43%$873,8243.6KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.43%$1M5.4KQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.42%$2M8.8KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.42%$3M13.9KQ1 2026OLDER
Argentarii, LLC$286M AUM0.42%$1M4.9KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.42%$2M7.4KQ1 2026OLDER
Duncan Williams Asset Management, LLC$361M AUM0.42%$2M6.2KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.42%$824,3523.4KQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.42%$6M24.6KQ1 2026OLDER
Vectors Research Management, LLC$342M AUM0.42%$1M5.8KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.42%$24M98.4KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.42%$582,1252.4KQ1 2026OLDER
Family Manage LLC$834M AUM0.41%$3M20.1KQ4 2025OLDER
Eagle Bluffs Wealth Management LLC$257M AUM0.41%$1M4.3KQ1 2026OLDER
Atlanta Consulting Group Advisors, LLC$465M AUM0.41%$2M7.8KQ1 2026OLDER
UPTICK PARTNERS, LLC$502M AUM0.41%$2M8.4KQ1 2026OLDER
Live Oak Investment Partners$169M AUM0.40%$681,2622.8KQ1 2026OLDER
Whitegate Investment Counselors, Inc.$315M AUM0.40%$1M5.2KQ1 2026OLDER
SPRENG CAPITAL MANAGEMENT, INC.$212M AUM0.40%$847,7933.5KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.40%$443,1871.8KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.40%$28M112.8KQ1 2026OLDER
SPC Financial, Inc.$1.3B AUM0.40%$5M26.3KQ3 2025OLDER
Buckley Wealth Management, LLC$392M AUM0.39%$2M6.3KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.39%$497,0063.4KQ4 2025OLDER
Vanguard Capital Wealth Advisors$108M AUM0.38%$412,9071.7KQ1 2026OLDER
WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM0.38%$695,9132.9KQ1 2026OLDER
Independent Solutions Wealth Management, LLC$679M AUM0.38%$3M10.6KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.38%$3M13.5KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$124M AUM0.38%$422,9201.7KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.38%$9M35.7KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.38%$914,2103.7KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.38%$923,7385.7KQ4 2025OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.37%$587,4972.4KQ1 2026OLDER
LeClair Wealth Partners LLC$289M AUM0.36%$628,2403.9KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.36%$15M62.6KQ1 2026OLDER
SAGE PRIVATE WEALTH GROUP, LLC$199M AUM0.36%$718,0112.9KQ1 2026OLDER
Tradewinds, LLC.$310M AUM0.36%$1M4.5KQ1 2026OLDER
BNB Wealth Management, LLC$156M AUM0.36%$560,3932.3KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.36%$652,9372.7KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.35%$52M215.0KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM0.35%$441,5061.8KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.35%$3M12.6KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.35%$29M118.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.34%$68M277.0KQ1 2026OLDER
Sanchez Levi Garrett$159M AUM0.34%$535,2432.2KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.34%$2M9.9KQ3 2025OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.33%$2M9.1KQ1 2026OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.33%$4M17.2KQ2 2026
Signet Private Wealth LLC$105M AUM0.33%$346,8101.4KQ1 2026OLDER
First American Bank$1.6B AUM0.33%$5M21.6KQ1 2026OLDER
Consilium Wealth Advisory, LLC$293M AUM0.33%$962,8163.9KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.33%$1M5.3KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.32%$3M13.9KQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.32%$383,1181.6KQ1 2026OLDER
RETIREMENT PLANNING GROUP, LLC / NY$155M AUM0.32%$498,3712.0KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.32%$934,7694.8KQ3 2025OLDER
Saxony Capital Management, LLC$172M AUM0.32%$549,4222.3KQ1 2026OLDER
FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM0.32%$1M5.7KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM0.32%$1M5.5KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.32%$11M45.0KQ1 2026OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.32%$581,8812.4KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM0.31%$12M47.1KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.31%$15M63.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.31%$380M1.56MQ1 2026OLDER
Michels Family Financial, LLC$139M AUM0.31%$424,8411.7KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.31%$448,8031.8KQ1 2026OLDER
Counterweight Ventures, LLC$178M AUM0.31%$543,7892.2KQ1 2026OLDER
Wealthstar Advisors, LLC$213M AUM0.30%$770,9604.0KQ3 2025OLDER
PCM Encore, LLC$486M AUM0.30%$1M6.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.30%$2M6.7KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.30%$569,9162.3KQ2 2026
Institute for Wealth Management, LLC.$938M AUM0.30%$3M11.6KQ1 2026OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.30%$2M9.6KQ2 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.30%$4M17.0KQ1 2026OLDER
Sciencast Management LP$785M AUM0.29%$2M9.4KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.29%$768,5443.0KQ2 2026
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.29%$22M104.0KQ1 2026OLDER
POSTROCK PARTNERS LLC$216M AUM0.29%$626,3222.6KQ1 2026OLDER
BOKF, NA$6.5B AUM0.29%$19M76.9KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.29%$580,4263.6KQ4 2025OLDER
Brewster Financial Planning LLC$165M AUM0.28%$470,5351.9KQ1 2026OLDER
Royal Capital Wealth Management, LLC$161M AUM0.28%$454,1751.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.28%$13M77.5KQ4 2025OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.28%$471,7581.9KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.28%$2M9.5KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.28%$5M21.6KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.28%$8M33.3KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.28%$78M319.2KQ1 2026OLDER
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM0.28%$511,3402.0KQ2 2026
Henrickson Nauta Wealth Advisors, Inc.$410M AUM0.28%$1M4.4KQ2 2026
Yarbrough Capital, LLC$2.9B AUM0.27%$9M53.6KQ4 2025OLDER
IVC Wealth Advisors LLC$230M AUM0.27%$621,9262.5KQ1 2026OLDER
MATTERS CAPITAL LLC$113M AUM0.27%$302,7831.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.27%$146M597.8KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.27%$2M9.8KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.27%$2M9.6KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.27%$744,6933.0KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.27%$21M87.4KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.27%$16M64.9KQ1 2026OLDER
FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM0.26%$1M4.8KQ1 2026OLDER
Lionshead Wealth Management, LLC$136M AUM0.26%$355,5261.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.26%$5M20.4KQ1 2026OLDER
Allegheny Financial Group$742M AUM0.26%$2M7.9KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.26%$2M7.3KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.26%$2M9.1KQ1 2026OLDER
Centennial Bank/AR/$279M AUM0.26%$719,5982.9KQ1 2026OLDER
Nitor Capital Management LLC$130M AUM0.26%$334,5261.4KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.26%$1.4B5.64MQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.26%$10M38.8KQ2 2026
Portside Wealth Group, LLC$738M AUM0.26%$2M7.7KQ1 2026OLDER
Post Resch Tallon Group Inc.$145M AUM0.26%$370,0821.4KQ2 2026
CRUX WEALTH ADVISORS$261M AUM0.25%$662,4352.7KQ1 2026OLDER
Asset One Wealth Management LLC$904M AUM0.25%$2M10.4KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.25%$781,0963.2KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.25%$3M14.3KQ1 2026OLDER
Capital Developers, LLC$111M AUM0.25%$278,3651.1KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.25%$4M25.9KQ4 2025OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.25%$6M26.2KQ1 2026OLDER
Parkshore Wealth Management, Inc.$299M AUM0.25%$739,7883.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.25%$48M198.6KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.25%$7M30.3KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.25%$2M8.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.25%$17M68.2KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.24%$2M10.2KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.24%$101M414.1KQ1 2026OLDER
Vann Equity Management LLC$140M AUM0.24%$341,8011.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.24%$58M239.1KQ1 2026OLDER
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM0.24%$337,9451.4KQ1 2026OLDER
LCNB CORP$297M AUM0.24%$707,8782.9KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.24%$1M5.4KQ1 2026OLDER
Ponta Wealth Partners, LLC$124M AUM0.24%$292,5281.2KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.23%$6M23.3KQ1 2026OLDER
VISTA INVESTMENT MANAGEMENT$301M AUM0.23%$705,1922.9KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.23%$593,1132.4KQ1 2026OLDER
Key FInancial Inc$562M AUM0.23%$1M5.4KQ1 2026OLDER
Allred Capital Management, LLC$275M AUM0.23%$641,4612.6KQ1 2026OLDER
STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM0.23%$289,3531.2KQ1 2026OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.23%$358,7001.5KQ1 2026OLDER
Investors Research Corp$523M AUM0.23%$1M5.0KQ1 2026OLDER
Catalina Capital Group, LLC$168M AUM0.23%$388,9791.6KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.23%$661,7282.7KQ1 2026OLDER
Manske Wealth Management$357M AUM0.23%$826,1933.4KQ1 2026OLDER
Elm3 Financial Group, LLC$118M AUM0.23%$273,6691.1KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.23%$3M10.9KQ2 2026
Crescent Sterling, Ltd.$112M AUM0.23%$257,5981.0KQ2 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.23%$11M43.8KQ1 2026OLDER
FWG Holdings, LLC$265M AUM0.23%$606,8232.5KQ1 2026OLDER
Sara-Bay Financial$333M AUM0.23%$760,3773.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.23%$8M49.4KQ4 2025OLDER
Kesler, Norman & Wride, LLC$581M AUM0.22%$1M5.3KQ1 2026OLDER
R Squared Ltd$182M AUM0.22%$479,7593.0KQ4 2025OLDER
Resolute Wealth Strategies, LLC$232M AUM0.22%$518,6382.1KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.22%$1M4.2KQ1 2026OLDER
Mayfair Advisory Group, LLC$286M AUM0.22%$633,7822.6KQ1 2026OLDER
Reliant Investment Partners, LLC$121M AUM0.22%$265,9121.1KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.22%$612,8922.5KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.22%$7M28.1KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.22%$520,3562.1KQ1 2026OLDER
North Forty Two & Co.$108M AUM0.21%$231,238947Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.21%$33M137.1KQ2 2026
SYON CAPITAL LLC$2.0B AUM0.21%$4M17.4KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.21%$282,7781.1KQ1 2026OLDER
Gryphon Financial Partners LLC$976M AUM0.21%$2M8.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.21%$1M6.7KQ3 2025OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.21%$447,3371.8KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.21%$19M79.7KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.21%$632,4814.2KQ3 2025OLDER
AtlasMark Financial, Inc$155M AUM0.21%$325,2602.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.21%$16M67.3KQ1 2026OLDER
Lewis Asset Management, LLC$245M AUM0.21%$511,0602.1KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.21%$1M5.0KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.21%$981,0063.8KQ2 2026
American Alpha Advisors, LLC$188M AUM0.21%$392,3971.6KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.21%$599,2182.5KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.21%$1M5.1KQ1 2026OLDER
Good Steward Wealth Advisors,LLC$156M AUM0.21%$322,8061.3KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.21%$1M6.0KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.21%$2M7.5KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.20%$13M51.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.20%$11M43.8KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.20%$4M17.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.20%$3.8B15.67MQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.20%$985,7554.0KQ1 2026OLDER
Bullseye Investment Management, LLC$164M AUM0.20%$331,2272.3KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.20%$6M23.7KQ1 2026OLDER
New Covenant Trust Company, N.A.$112M AUM0.20%$223,913917Q1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.20%$285,6911.2KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.20%$429,2681.8KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.20%$395,1912.4KQ4 2025OLDER
Cromwell Holdings LLC$223M AUM0.20%$441,7981.7KQ2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.20%$371M1.52MQ1 2026OLDER
Heartland Bank & Trust Co$442M AUM0.20%$876,3623.6KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.20%$84M345.3KQ1 2026OLDER
Daner Wealth Management, LLC$170M AUM0.20%$336,5451.3KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.20%$4M17.7KQ1 2026OLDER
Core Alternative Capital$339M AUM0.20%$666,7612.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.20%$3M10.7KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.19%$5M20.0KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.19%$1M5.7KQ1 2026OLDER
Hixon Zuercher, LLC$321M AUM0.19%$639,2353.3KQ3 2025OLDER
BURNEY CO/$3.2B AUM0.19%$6M25.2KQ1 2026OLDER
NDVR, Inc.$121M AUM0.19%$230,7101.2KQ3 2025OLDER
Brown Miller Wealth Management, LLC$397M AUM0.19%$760,8743.0KQ2 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.19%$2M6.7KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.19%$1M5.9KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.19%$549,4352.1KQ2 2026
Mediolanum International Funds Ltd$9.4B AUM0.19%$18M73.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.19%$14M56.7KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.19%$1M4.6KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.19%$370,9081.5KQ1 2026OLDER
Horizon Advisory Services, Inc.$195M AUM0.19%$366,5911.9KQ3 2025OLDER
Cherry Creek Investment Advisors, Inc.$230M AUM0.19%$428,8431.8KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.19%$471,2492.4KQ3 2025OLDER
Goldenstone Wealth Management LLC$137M AUM0.19%$255,9011.0KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.18%$2M6.6KQ1 2026OLDER
WHALEROCK POINT PARTNERS, LLC$518M AUM0.18%$957,6743.9KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.18%$691,7622.8KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.18%$2M7.7KQ1 2026OLDER
FIRST COMMUNITY TRUST NA$136M AUM0.18%$249,0641.0KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.18%$183,868753Q1 2026OLDER
Latitude Advisors, LLC$218M AUM0.18%$396,0411.6KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.18%$5M22.4KQ1 2026OLDER
Axecap Investments, LLC$145M AUM0.18%$261,6621.1KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.18%$312,3071.3KQ1 2026OLDER
Westwood Wealth Management$255M AUM0.18%$237,4401.5KQ4 2025OLDER
Scientech Research LLC$120M AUM0.18%$213,658875Q1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.18%$469,3141.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.18%$965M3.95MQ1 2026OLDER
Court Place Advisors, LLC$332M AUM0.18%$586,7813.0KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.18%$274M1.12MQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.17%$707,7912.9KQ1 2026OLDER
KRS Capital Management, LLC$163M AUM0.17%$281,7361.2KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.17%$1M4.5KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.17%$1M6.9KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.17%$5M21.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.17%$13M52.9KQ1 2026OLDER
one8zero8, LLC$449M AUM0.17%$770,5563.2KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.17%$1M8.0KQ4 2025OLDER
Wells Trecaso Financial Group, LLC$210M AUM0.17%$360,4241.9KQ3 2025OLDER
National Pension Service$131.7B AUM0.17%$225M922.9KQ1 2026OLDER
Capital Wealth Alliance, LLC$221M AUM0.17%$375,3051.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$1M4.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.17%$24M96.3KQ1 2026OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.17%$1M5.6KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.17%$391,7661.3KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.17%$358,4561.5KQ1 2026OLDER
Field & Main Bank$344M AUM0.17%$572,6022.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.17%$17M69.2KQ1 2026OLDER
Monument Capital Management$399M AUM0.17%$660,0852.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.16%$158M648.6KQ1 2026OLDER
Lavaca Capital LLC$564M AUM0.16%$924,9763.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.16%$36M148.2KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.16%$822,3983.4KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.16%$315,3421.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.16%$1M7.2KQ4 2025OLDER
Korea Investment CORP$48.3B AUM0.16%$79M322.5KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.16%$13M54.4KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.16%$8M31.8KQ1 2026OLDER
Convergence Financial, LLC$943M AUM0.16%$2M6.3KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.16%$654,4032.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.16%$43M177.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.16%$4.6B19.03MQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM0.16%$1M4.2KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.16%$4M16.0KQ1 2026OLDER
Oder Investment Management, LLC$130M AUM0.16%$208,286853Q1 2026OLDER
Qtron Investments LLC$738M AUM0.16%$1M4.8KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.16%$268,5981.1KQ1 2026OLDER
Ipsen Advisor Group LLC$143M AUM0.16%$221,7521.2KQ3 2025OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.16%$2M10.1KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.16%$537,1962.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.16%$135M553.6KQ1 2026OLDER
Schear Investment Advisers, LLC$227M AUM0.16%$355,7701.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.16%$754M3.09MQ1 2026OLDER
TABLEAUX LLC$206M AUM0.16%$323,2941.3KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.16%$10M41.3KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.15%$636,8212.6KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.15%$22M90.4KQ1 2026OLDER
Beacon Capital Management, LLC$567M AUM0.15%$871,7113.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.15%$95M387.3KQ1 2026OLDER
Arosa Capital Management LP$660M AUM0.15%$693,8643.6KQ3 2025OLDER
Carnegie Investment Counsel$5.1B AUM0.15%$8M32.0KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.15%$1M5.8KQ1 2026OLDER
Successful Portfolios LLC$181M AUM0.15%$273,1601.1KQ1 2026OLDER
Income Insurance Ltd$147M AUM0.15%$220,250902Q1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.15%$3M12.9KQ1 2026OLDER
Claris Financial LLC$183M AUM0.15%$273,4321.1KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.15%$553,5562.3KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.15%$187,286767Q1 2026OLDER
FARMERS TRUST CO$637M AUM0.15%$944,4883.9KQ1 2026OLDER
Reyes Financial Architecture, Inc.$179M AUM0.15%$264,3631.0KQ2 2026
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.15%$2M6.4KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.15%$503,4992.1KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.15%$2M8.8KQ1 2026OLDER
Chesapeake Wealth Management$326M AUM0.15%$473,4641.9KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.14%$41M253.1KQ4 2025OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.14%$1M4.7KQ1 2026OLDER
BURNS J W & CO INC/NY$959M AUM0.14%$1M5.4KQ2 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.14%$19M76.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.14%$13M51.7KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.14%$893,9433.7KQ1 2026OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.14%$527,7862.2KQ1 2026OLDER
FIDELITY D & D BANCORP INC$249M AUM0.14%$356,2591.5KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.14%$6M23.2KQ1 2026OLDER
Syverson Strege & Co$416M AUM0.14%$589,6952.4KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.14%$294,8181.2KQ1 2026OLDER

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