MAMASTERCARD INCORPORATED
CUSIP 57636Q104 · Yahoo Finance ↗ · Google Finance ↗
Mastercard Incorporated (MA) has 3,546 institutional holders in Filings Flow’s 13F database, together reporting 767.30M shares worth $368.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Mastercard Foundation Asset Management Corp.
Institutional Holders
3,546
Q1 2026
Reported Value
$368.1B
Ticker
MA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mastercard Foundation Asset Management Corp$33.7B AUM | 96.84% | $32.6B | 65.23M | Q1 2026OLDER |
| FARLEY CAPITAL L.P.$123M AUM | 25.21% | $31M | 62.2K | Q1 2026OLDER |
| Valley Forge Capital Management, LP$3.4B AUM | 22.02% | $743M | 1.49M | Q1 2026OLDER |
| 14B Captial Management LP$124M AUM | 19.53% | $24M | 42.6K | Q4 2025OLDER |
| AKRE CAPITAL MANAGEMENT LLC$6.1B AUM | 18.58% | $1.1B | 2.28M | Q1 2026OLDER |
| Blacksheep Fund Management Ltd$247M AUM | 17.72% | $44M | 87.7K | Q1 2026OLDER |
| Bluegrass Capital Partners LP$139M AUM | 16.20% | $22M | 45.0K | Q1 2026OLDER |
| Settian Capital LP$143M AUM | 14.66% | $21M | 41.9K | Q1 2026OLDER |
| HILLMAN CO$257M AUM | 13.71% | $40M | 69.3K | Q4 2025OLDER |
| Spinecap SAS$272M AUM | 13.25% | $36M | 72.3K | Q1 2026OLDER |
| Explore Capital Management, LLC$107M AUM | 12.38% | $13M | 26.4K | Q1 2026OLDER |
| OAKMONT Corp$526M AUM | 11.83% | $62M | 124.7K | Q1 2026OLDER |
| Camrose Capital Investment Partners LLP$764M AUM | 11.73% | $90M | 179.5K | Q1 2026OLDER |
| Katamaran Capital LLP$124M AUM | 11.15% | $14M | 27.7K | Q1 2026OLDER |
| Seilern Investment Management Ltd$794M AUM | 10.96% | $87M | 169.4K | Q2 2026 |
| MFF Capital Investments Ltd$1.5B AUM | 10.85% | $165M | 330.1K | Q1 2026OLDER |
| Atalan Capital Partners, LP$1.1B AUM | 10.81% | $117M | 234.7K | Q1 2026OLDER |
| Rothschild & Co Wealth Management UK Ltd$6.5B AUM | 10.34% | $676M | 1.35M | Q1 2026OLDER |
| XXEC, Inc.$571M AUM | 10.13% | $58M | 104.3K | Q1 2026OLDER |
| Metropolis Capital Ltd$3.0B AUM | 9.82% | $291M | 582.0K | Q1 2026OLDER |
| LRZ CAPITAL LLC$200M AUM | 9.67% | $19M | 38.7K | Q1 2026OLDER |
| TORQUE ASSET MANAGEMENT LLC$254M AUM | 9.66% | $25M | 49.1K | Q1 2026OLDER |
| Advaya LLP$144M AUM | 9.52% | $14M | 27.4K | Q1 2026OLDER |
| PARK PRESIDIO CAPITAL LLC$1.4B AUM | 9.51% | $136M | 271.3K | Q1 2026OLDER |
| JACKSON HILL ADVISORS, LLC$193M AUM | 9.30% | $18M | 36.0K | Q1 2026OLDER |
| GARDNER RUSSO & QUINN LLC$8.5B AUM | 9.15% | $777M | 1.56M | Q1 2026OLDER |
| RIT CAPITAL PARTNERS PLC$374M AUM | 9.09% | $34M | 68.0K | Q1 2026OLDER |
| Veritas Asset Management LLP$5.9B AUM | 9.00% | $531M | 1.06M | Q1 2026OLDER |
| Ownership Capital B.V.$178M AUM | 8.61% | $15M | 26.9K | Q3 2025OLDER |
| Chapman Investment Management, LLC$121M AUM | 8.58% | $10M | 20.8K | Q1 2026OLDER |
| Nutshell Asset Management Ltd$184M AUM | 8.56% | $16M | 31.5K | Q1 2026OLDER |
| Hengistbury Investment Partners LLP$240M AUM | 8.32% | $20M | 40.0K | Q1 2026OLDER |
| Cryder Capital Partners LLP$1.5B AUM | 8.02% | $123M | 245.8K | Q1 2026OLDER |
| Hingham Institution for Savings$113M AUM | 7.99% | $9M | 18.1K | Q1 2026OLDER |
| Altrafin AG$290M AUM | 7.93% | $23M | 46.1K | Q1 2026OLDER |
| Styrax Capital, LP$1.4B AUM | 7.85% | $112M | 225.0K | Q1 2026OLDER |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM | 7.63% | $224M | 448.7K | Q1 2026OLDER |
| GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM | 7.58% | $132M | 264.1K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 7.36% | $8M | 15.7K | Q1 2026OLDER |
| Navera Investment Management Ltd.$3.9B AUM | 7.33% | $287M | 574.3K | Q1 2026OLDER |
| CYPRESS FUNDS LLC$398M AUM | 7.29% | $29M | 58.1K | Q2 2026 |
| GCQ FUNDS MANAGEMENT PTY Ltd$753M AUM | 7.09% | $51M | 90.2K | Q4 2025OLDER |
| YCG, LLC$1.1B AUM | 7.08% | $78M | 156.5K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 6.89% | $688M | 1.38M | Q1 2026OLDER |
| Fremen Capital Management LP$117M AUM | 6.64% | $8M | 15.5K | Q1 2026OLDER |
| Gavilan Investment Partners LLC$372M AUM | 6.64% | $25M | 49.5K | Q1 2026OLDER |
| THREADGILL FINANCIAL, LLC$243M AUM | 6.61% | $16M | 31.2K | Q2 2026 |
| ITHAKA GROUP LLC$482M AUM | 6.48% | $31M | 62.5K | Q1 2026OLDER |
| SeaTown Holdings Pte. Ltd.$153M AUM | 6.45% | $10M | 19.7K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 6.38% | $16M | 32.9K | Q1 2026OLDER |
| PineStone Asset Management Inc.$14.2B AUM | 6.36% | $905M | 1.81M | Q1 2026OLDER |
| Manitou Investment Management Ltd.$538M AUM | 6.34% | $34M | 66.4K | Q2 2026 |
| ALTAROCK PARTNERS LP$4.1B AUM | 6.33% | $261M | 522.8K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 6.30% | $10M | 20.2K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 6.09% | $12M | 23.8K | Q1 2026OLDER |
| L1 Capital International Pty Ltd$1.7B AUM | 6.03% | $101M | 202.3K | Q1 2026OLDER |
| Investidor Profissional Gestao de Recursos Ltda.$306M AUM | 6.02% | $18M | 36.9K | Q1 2026OLDER |
| MARSHFIELD ASSOCIATES$5.0B AUM | 6.01% | $300M | 600.2K | Q1 2026OLDER |
| Maytus Capital Management, LLC$562M AUM | 5.85% | $27M | 48.0K | Q3 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 5.85% | $161M | 321.8K | Q1 2026OLDER |
| J. Stern & Co. LLP$1.0B AUM | 5.74% | $59M | 118.6K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 5.71% | $188M | 375.6K | Q1 2026OLDER |
| Maestria Partners LLC$274M AUM | 5.67% | $16M | 31.1K | Q1 2026OLDER |
| BlueSpruce Investments, LP$631M AUM | 5.58% | $35M | 70.5K | Q1 2026OLDER |
| Rockbridge Asset Management LLC$149M AUM | 5.55% | $8M | 16.5K | Q1 2026OLDER |
| Mirova US LLC$8.8B AUM | 5.43% | $479M | 957.7K | Q1 2026OLDER |
| Dash Acquisitions Inc.$480M AUM | 5.38% | $26M | 50.0K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 5.34% | $30M | 58.5K | Q2 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 5.33% | $770M | 1.54M | Q1 2026OLDER |
| HughesLittle Investment Management Ltd.$511M AUM | 5.33% | $27M | 54.5K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 5.28% | $1.6B | 3.22M | Q1 2026OLDER |
| Arrow Capital Management, LLC$144M AUM | 5.21% | $8M | 15.0K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 5.14% | $50M | 96.6K | Q2 2026 |
| WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM | 5.13% | $73M | 147.0K | Q1 2026OLDER |
| Vulcan Value Partners, LLC$3.8B AUM | 5.08% | $191M | 383.2K | Q1 2026OLDER |
| Bretton Capital Management, LLC$109M AUM | 5.02% | $5M | 11.0K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 4.95% | $11M | 21.2K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 4.93% | $6M | 12.6K | Q1 2026OLDER |
| MayTech Global Investments, LLC$820M AUM | 4.90% | $40M | 80.4K | Q1 2026OLDER |
| ALLEN OPERATIONS LLC$670M AUM | 4.89% | $33M | 65.6K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 4.86% | $5M | 10.3K | Q1 2026OLDER |
| JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM | 4.84% | $245M | 490.9K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 4.76% | $203M | 405.8K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 4.71% | $73M | 146.2K | Q1 2026OLDER |
| Crystal Rock Capital Management$168M AUM | 4.69% | $8M | 15.8K | Q1 2026OLDER |
| Alcosta Capital Management, Inc.$131M AUM | 4.69% | $6M | 12.3K | Q1 2026OLDER |
| Two Creeks Capital Management, LP$974M AUM | 4.65% | $45M | 90.6K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 4.56% | $71M | 141.6K | Q1 2026OLDER |
| Martin Investment Management, LLC$334M AUM | 4.50% | $15M | 30.1K | Q1 2026OLDER |
| Nepsis Inc.$299M AUM | 4.49% | $13M | 26.8K | Q1 2026OLDER |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 4.42% | $8M | 16.1K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 4.34% | $132M | 265.0K | Q1 2026OLDER |
| Luma Capital S.A. - SPF$112M AUM | 4.31% | $5M | 9.4K | Q2 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 4.29% | $74M | 148.5K | Q1 2026OLDER |
| FIRETRAIL INVESTMENTS PTY LTD$293M AUM | 4.28% | $13M | 25.1K | Q1 2026OLDER |
| Charles-Lim Capital Ltd$301M AUM | 4.26% | $16M | 27.5K | Q4 2025OLDER |
| William Allan Corp$169M AUM | 4.26% | $7M | 14.4K | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 4.18% | $9M | 17.3K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 4.16% | $22M | 44.2K | Q1 2026OLDER |
| America First Investment Advisors, LLC$536M AUM | 4.16% | $22M | 44.7K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 4.12% | $32M | 64.3K | Q1 2026OLDER |
| Claar Advisors LLC$295M AUM | 4.10% | $12M | 24.2K | Q1 2026OLDER |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B AUM | 4.09% | $369M | 717.5K | Q2 2026 |
| Coalescence Partners Investment Management, LP$463M AUM | 4.05% | $19M | 37.5K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 4.05% | $346M | 673.1K | Q2 2026 |
| Elefante Mark B$182M AUM | 4.04% | $7M | 14.7K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 4.02% | $8M | 16.2K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 3.99% | $11M | 22.5K | Q1 2026OLDER |
| Fairbanks Capital Management, Inc.$160M AUM | 3.97% | $6M | 12.7K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 3.96% | $33M | 65.1K | Q1 2026OLDER |
| Bey-Douglas LLC$115M AUM | 3.96% | $5M | 9.1K | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 3.95% | $16M | 31.3K | Q1 2026OLDER |
| Bowie Capital Management, LLC$2.7B AUM | 3.94% | $107M | 213.7K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 3.93% | $33M | 66.5K | Q1 2026OLDER |
| JLB & ASSOCIATES INC$696M AUM | 3.91% | $27M | 54.5K | Q1 2026OLDER |
| Ravenswood Partners LP$271M AUM | 3.89% | $11M | 21.1K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 3.89% | $13M | 26.1K | Q1 2026OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 3.87% | $37M | 73.6K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 3.86% | $19M | 37.5K | Q2 2026 |
| Triodos Investment Management BV$1.3B AUM | 3.83% | $51M | 101.4K | Q1 2026OLDER |
| UNTITLED INVESTMENTS LP$269M AUM | 3.81% | $10M | 20.5K | Q1 2026OLDER |
| LGT CAPITAL PARTNERS LTD.$1.9B AUM | 3.81% | $72M | 143.4K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 3.80% | $85M | 169.3K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 3.79% | $292M | 585.0K | Q1 2026OLDER |
| TB Capital Gestao de Recursos Ltda.$163M AUM | 3.77% | $6M | 12.3K | Q1 2026OLDER |
| East Coast Asset Management, LLC.$303M AUM | 3.77% | $11M | 22.9K | Q1 2026OLDER |
| AlpenGlobal Capital LLC$157M AUM | 3.75% | $6M | 11.8K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 3.71% | $25M | 49.8K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 3.69% | $13M | 25.2K | Q1 2026OLDER |
| Petrus Trust Company, LTA$915M AUM | 3.68% | $34M | 67.3K | Q1 2026OLDER |
| Ironvine Capital Partners, LLC$910M AUM | 3.68% | $33M | 66.9K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 3.62% | $12M | 24.9K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 3.61% | $30M | 60.3K | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 3.58% | $237M | 489.8K | Q1 2026OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 3.58% | $10M | 20.4K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 3.56% | $13M | 27.0K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 3.56% | $4M | 8.7K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 3.54% | $8M | 16.9K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 3.53% | $44M | 87.7K | Q1 2026OLDER |
| JIA INVESTMENT ALLIANCE PTE. LTD.$956M AUM | 3.52% | $34M | 67.3K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 3.51% | $8M | 13.3K | Q3 2025OLDER |
| Teewinot Capital Advisers, L.L.C.$1.3B AUM | 3.49% | $44M | 87.6K | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 3.49% | $103M | 206.1K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 3.48% | $550M | 1.10M | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 3.47% | $5M | 10.6K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 3.46% | $7M | 13.4K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 3.42% | $6M | 11.6K | Q1 2026OLDER |
| WAYCROSS PARTNERS, LLC$1.0B AUM | 3.42% | $36M | 71.7K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 3.40% | $18M | 36.9K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 3.35% | $5M | 9.9K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 3.33% | $57M | 100.0K | Q4 2025OLDER |
| Napean Trading & Investment Co (Singapore) PTE Ltd$233M AUM | 3.30% | $17M | 29.7K | Q4 2025OLDER |
| Montaka Global Pty Ltd$167M AUM | 3.28% | $5M | 11.0K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 3.26% | $92M | 183.5K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 3.22% | $228M | 457.2K | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 3.22% | $6M | 11.8K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 3.21% | $4M | 8.0K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 3.20% | $934M | 1.87M | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 3.18% | $9M | 17.1K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 3.17% | $100M | 200.9K | Q1 2026OLDER |
| Night Owl Capital Management, LLC$858M AUM | 3.16% | $27M | 54.2K | Q1 2026OLDER |
| Nitor Capital Management LLC$130M AUM | 3.15% | $4M | 8.2K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 3.15% | $5M | 10.5K | Q1 2026OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 3.14% | $25M | 49.5K | Q1 2026OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 3.12% | $190M | 379.7K | Q1 2026OLDER |
| THAMES CAPITAL MANAGEMENT LLC$558M AUM | 3.10% | $17M | 34.7K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 3.10% | $5M | 9.8K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 3.09% | $14M | 28.5K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 3.08% | $196M | 392.1K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 3.06% | $6M | 12.3K | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 3.05% | $50M | 99.1K | Q1 2026OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 2.98% | $39M | 77.1K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 2.95% | $51M | 103.0K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 2.93% | $4M | 7.3K | Q1 2026OLDER |
| Carmignac Gestion$6.5B AUM | 2.92% | $190M | 380.5K | Q2 2026 |
| Kimelman & Baird, LLC$1.2B AUM | 2.92% | $35M | 71.0K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 2.91% | $5M | 10.6K | Q1 2026OLDER |
| Cambridge Financial Group, Inc.$267M AUM | 2.90% | $8M | 15.5K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 2.90% | $237M | 474.9K | Q1 2026OLDER |
| Meridiem Capital Partners LP$1.5B AUM | 2.89% | $44M | 88.6K | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 2.88% | $24M | 41.9K | Q4 2025OLDER |
| ING GROEP NV$16.4B AUM | 2.87% | $470M | 940.0K | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 2.87% | $98M | 195.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 2.87% | $1.7B | 3.49M | Q1 2026OLDER |
| Grafton Street Partners Fund, LP$186M AUM | 2.86% | $5M | 9.3K | Q3 2025OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 2.85% | $5M | 9.3K | Q3 2025OLDER |
| GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM | 2.84% | $13M | 26.2K | Q1 2026OLDER |
| Voyager Global Management LP$2.9B AUM | 2.83% | $97M | 170.0K | Q3 2025OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 2.83% | $9M | 17.7K | Q1 2026OLDER |
| Grafton Street Partners Management Company, LLC$167M AUM | 2.79% | $5M | 9.3K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 2.78% | $6M | 12.5K | Q1 2026OLDER |
| Columbus Hill Capital Management, L.P.$673M AUM | 2.77% | $19M | 37.3K | Q1 2026OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 2.77% | $57M | 113.1K | Q1 2026OLDER |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 2.74% | $13M | 24.4K | Q2 2026 |
| Walter Public Investments Inc.$418M AUM | 2.74% | $11M | 22.9K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 2.74% | $41M | 81.9K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 2.72% | $7M | 14.1K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 2.70% | $59M | 117.4K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 2.67% | $14M | 28.1K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 2.65% | $33M | 65.4K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 2.65% | $75M | 150.1K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 2.63% | $23M | 46.2K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 2.63% | $18M | 36.4K | Q1 2026OLDER |
| Decatur Capital Management, Inc.$219M AUM | 2.58% | $6M | 11.3K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 2.56% | $39M | 77.2K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 2.56% | $189M | 378.2K | Q1 2026OLDER |
| Egerton Capital (UK) LLP$9.0B AUM | 2.55% | $230M | 459.7K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 2.54% | $277M | 555.3K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 2.52% | $19M | 37.5K | Q1 2026OLDER |
| Sentinel Dome Partners, LLC$105M AUM | 2.52% | $3M | 5.3K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 2.51% | $7M | 13.2K | Q1 2026OLDER |
| Stockbridge Partners LLC$4.1B AUM | 2.49% | $103M | 206.0K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 2.48% | $847M | 1.69M | Q1 2026OLDER |
| Boit C F David$225M AUM | 2.47% | $6M | 11.1K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 2.47% | $5M | 10.5K | Q1 2026OLDER |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 2.46% | $22M | 43.9K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 2.44% | $7M | 14.5K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 2.43% | $32M | 63.8K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 2.42% | $6M | 10.4K | Q4 2025OLDER |
| Trajan Wealth LLC$2.5B AUM | 2.40% | $60M | 119.1K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 2.39% | $497M | 871.1K | Q4 2025OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 2.39% | $7M | 13.7K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 2.39% | $9M | 18.1K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 2.38% | $17M | 34.1K | Q1 2026OLDER |
| Soroban Capital Partners LP$51.8B AUM | 2.38% | $1.2B | 2.46M | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 2.36% | $5M | 10.9K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 2.35% | $16M | 31.3K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 2.34% | $332M | 664.1K | Q1 2026OLDER |
| KP Management LLC$409M AUM | 2.32% | $9M | 19.0K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 2.31% | $6M | 12.4K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 2.31% | $7M | 14.5K | Q2 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 2.31% | $22M | 43.5K | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 2.30% | $77M | 135.1K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 2.29% | $53M | 106.5K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 2.28% | $167M | 333.7K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 2.26% | $10M | 18.0K | Q4 2025OLDER |
| Geneva Partners, LLC$208M AUM | 2.26% | $6M | 11.1K | Q4 2025OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 2.25% | $4M | 7.4K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 2.24% | $40M | 79.8K | Q1 2026OLDER |
| Tsai Capital Corp$134M AUM | 2.24% | $3M | 6.0K | Q1 2026OLDER |
| Dundas Partners LLP$1.3B AUM | 2.24% | $28M | 56.1K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 2.23% | $3M | 5.0K | Q1 2026OLDER |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$672M AUM | 2.23% | $15M | 30.0K | Q1 2026OLDER |
| Hardman Johnston Global Advisors LLC$2.1B AUM | 2.23% | $47M | 93.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 2.20% | $172M | 340.5K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 2.20% | $29M | 58.7K | Q1 2026OLDER |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 2.20% | $8M | 15.2K | Q1 2026OLDER |
| Port Capital LLC$2.2B AUM | 2.20% | $49M | 98.9K | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 2.19% | $8M | 16.3K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 2.19% | $559M | 1.04M | Q2 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 2.17% | $19M | 38.4K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 2.17% | $116M | 231.7K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 2.15% | $5M | 11.0K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 2.14% | $13M | 25.2K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 2.14% | $48M | 95.5K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 2.13% | $20M | 39.5K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 2.12% | $33M | 66.4K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 2.11% | $4M | 7.7K | Q2 2026 |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 2.10% | $11M | 21.0K | Q1 2026OLDER |
| SORA INVESTORS LLC$1.1B AUM | 2.10% | $23M | 45.7K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 2.08% | $146M | 292.5K | Q1 2026OLDER |
| Nitorum Capital, L.P.$114M AUM | 2.08% | $9M | 16.5K | Q4 2025OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 2.07% | $12M | 21.1K | Q3 2025OLDER |
| Canoe Financial LP$7.3B AUM | 2.06% | $151M | 302.8K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 2.06% | $4M | 8.5K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 2.05% | $423M | 845.8K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 2.04% | $12M | 23.9K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 2.04% | $7M | 13.1K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 2.04% | $11M | 21.2K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 2.03% | $61M | 186.3K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 2.02% | $4M | 7.9K | Q2 2026 |
| Employees Provident Fund Board$13.2B AUM | 2.01% | $266M | 533.0K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 2.01% | $6M | 11.7K | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 2.01% | $3M | 6.9K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 2.00% | $74M | 148.5K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 2.00% | $7M | 14.3K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 1.98% | $116M | 232.4K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 1.97% | $12M | 23.8K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 1.95% | $548M | 1.10M | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 1.95% | $614M | 1.42M | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 1.94% | $4M | 7.9K | Q4 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 1.94% | $45M | 89.4K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 1.94% | $362M | 724.9K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.94% | $11M | 22.7K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 1.94% | $5M | 10.0K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 1.93% | $24M | 47.7K | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 1.93% | $9M | 17.2K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 1.93% | $16M | 31.3K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 1.93% | $8M | 15.7K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.93% | $9M | 17.2K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 1.92% | $4M | 8.6K | Q1 2026OLDER |
| Troy Asset Management Ltd$3.4B AUM | 1.91% | $64M | 128.4K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.91% | $5M | 10.6K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 1.90% | $6M | 11.3K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.89% | $16M | 31.1K | Q1 2026OLDER |
| Findlay Park Partners LLP$7.2B AUM | 1.89% | $136M | 271.4K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.88% | $41M | 81.4K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 1.88% | $88M | 175.9K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.88% | $13M | 25.1K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 1.88% | $13M | 26.0K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 1.88% | $5M | 9.1K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 1.87% | $6M | 12.5K | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 1.87% | $110M | 219.3K | Q1 2026OLDER |
| DSM CAPITAL PARTNERS LLC$5.7B AUM | 1.86% | $105M | 211.0K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.84% | $2M | 4.5K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 1.84% | $39M | 78.9K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 1.84% | $610M | 1.22M | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 1.84% | $12M | 23.3K | Q1 2026OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 1.84% | $6M | 12.7K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 1.83% | $9M | 18.2K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 1.82% | $11M | 22.2K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 1.80% | $3M | 6.9K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 1.80% | $24M | 47.4K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 1.80% | $2M | 4.2K | Q1 2026OLDER |
| Hyperion Asset Management Ltd$3.1B AUM | 1.78% | $56M | 111.9K | Q1 2026OLDER |
| Bell Asset Management Ltd$340M AUM | 1.78% | $6M | 12.1K | Q1 2026OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 1.77% | $4M | 8.9K | Q1 2026OLDER |
| Sustainable Growth Advisers, LP$10.6B AUM | 1.77% | $188M | 376.4K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 1.76% | $2.6B | 5.12M | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 1.75% | $530M | 1.06M | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.75% | $32M | 64.6K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 1.74% | $3M | 5.0K | Q2 2026 |
| Heritage Wealth Advisors$2.6B AUM | 1.74% | $45M | 89.3K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 1.74% | $44M | 87.7K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 1.74% | $2M | 4.7K | Q1 2026OLDER |
| Gunderson Capital Management LLC$239M AUM | 1.74% | $4M | 6.8K | Q4 2025OLDER |
| Herold Advisors, Inc.$455M AUM | 1.73% | $8M | 15.8K | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.72% | $5M | 9.8K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 1.71% | $4M | 7.1K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 1.71% | $26M | 51.6K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 1.71% | $312M | 547.7K | Q3 2025OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.71% | $3M | 6.7K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 1.71% | $2M | 3.9K | Q1 2026OLDER |
| PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM | 1.70% | $46M | 91.8K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 1.68% | $3M | 5.8K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 1.68% | $4M | 7.3K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.68% | $9M | 18.2K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 1.68% | $8M | 15.9K | Q2 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 1.67% | $21M | 42.1K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 1.66% | $10M | 20.6K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 1.66% | $3M | 6.8K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 1.64% | $346M | 692.6K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 1.64% | $31M | 59.7K | Q2 2026 |
| Winslow Capital Management, LLC$25.6B AUM | 1.63% | $418M | 836.6K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 1.63% | $5M | 10.1K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 1.62% | $16M | 31.6K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 1.62% | $44M | 85.1K | Q2 2026 |
| AXS Investments LLC$290M AUM | 1.62% | $5M | 8.3K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 1.62% | $7M | 14.4K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 1.61% | $469M | 939.2K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.61% | $2M | 4.8K | Q1 2026OLDER |
| Park State Asset Management$132M AUM | 1.61% | $2M | 4.3K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.60% | $5M | 9.6K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 1.60% | $11M | 21.3K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 1.60% | $33M | 65.5K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 1.60% | $4M | 8.4K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 1.59% | $43M | 85.8K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 1.58% | $44M | 88.3K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 1.58% | $6M | 11.4K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 1.58% | $19M | 37.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 1.58% | $13M | 26.9K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 1.57% | $6M | 10.3K | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 1.57% | $3M | 6.3K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.57% | $5M | 9.7K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.57% | $8M | 16.3K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 1.57% | $3M | 5.0K | Q4 2025OLDER |
| Lagoda Investment Management, L.P.$162M AUM | 1.56% | $3M | 5.1K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.56% | $6M | 12.5K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 1.56% | $54M | 107.6K | Q1 2026OLDER |
| DNCA FINANCE$1.7B AUM | 1.55% | $27M | 54.3K | Q1 2026OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 1.55% | $82M | 164.6K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.55% | $3M | 5.8K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 1.54% | $19M | 38.9K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 1.54% | $39M | 76.6K | Q2 2026 |
| Hutchinson Financial Advisors, INC$102M AUM | 1.54% | $2M | 2.8K | Q3 2025OLDER |
| DE BURLO GROUP INC$441M AUM | 1.54% | $7M | 13.6K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 1.54% | $602M | 1.20M | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 1.54% | $825M | 1.65M | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.53% | $14M | 27.9K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 1.53% | $2M | 4.0K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 1.53% | $7M | 14.5K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 1.52% | $6M | 11.8K | Q2 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 1.52% | $46M | 92.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 1.51% | $105M | 210.0K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.51% | $4M | 8.0K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 1.50% | $2M | 3.6K | Q4 2025OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 1.49% | $234M | 469.0K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 1.48% | $2M | 4.7K | Q2 2026 |
| Davis Asset Management, L.P.$3.5B AUM | 1.47% | $51M | 102.0K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 1.47% | $4M | 8.8K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 1.47% | $4M | 7.6K | Q2 2026 |
| Mawer Investment Management Ltd.$15.4B AUM | 1.46% | $226M | 452.2K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 1.46% | $3M | 6.5K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 1.46% | $10M | 21.0K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 1.46% | $13M | 25.3K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.46% | $4M | 7.8K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 1.45% | $72M | 143.8K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.45% | $4M | 7.4K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 1.44% | $20M | 39.1K | Q1 2026OLDER |
| WINMILL & CO. INC$347M AUM | 1.44% | $5M | 10.0K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.44% | $25M | 49.0K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 1.44% | $3M | 6.3K | Q1 2026OLDER |
| Promethos Capital, LLC$372M AUM | 1.43% | $5M | 10.7K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 1.43% | $3M | 6.5K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 1.42% | $9M | 18.4K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 1.42% | $18M | 36.3K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 1.42% | $3M | 5.6K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 1.41% | $216M | 432.9K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 1.41% | $4M | 7.6K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 1.41% | $90M | 180.1K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 1.41% | $3M | 6.0K | Q1 2026OLDER |
| Ebert Capital Management Inc.$107M AUM | 1.41% | $2M | 2.9K | Q2 2026 |
| SSA SWISS ADVISORS AG$215M AUM | 1.41% | $3M | 5.3K | Q4 2025OLDER |
| Sanders Capital, LLC$83.9B AUM | 1.41% | $1.2B | 2.36M | Q1 2026OLDER |
| Generate Investment Management Ltd$2.0B AUM | 1.40% | $29M | 57.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 1.40% | $5M | 9.1K | Q1 2026OLDER |
| Prospect Hill Management, LLC$224M AUM | 1.40% | $3M | 6.3K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 1.40% | $3M | 5.9K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 1.40% | $21M | 42.4K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 1.40% | $13M | 26.2K | Q1 2026OLDER |
| Marathon Asset Management Ltd$2.6B AUM | 1.40% | $36M | 72.7K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 1.39% | $2M | 3.2K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 1.39% | $5M | 9.7K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 1.39% | $6M | 11.0K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 1.39% | $5M | 10.2K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 1.39% | $7M | 14.0K | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 1.39% | $56M | 112.6K | Q1 2026OLDER |
| United Bank$301M AUM | 1.39% | $4M | 8.3K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 1.38% | $4M | 7.2K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 1.38% | $4M | 7.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 1.38% | $2.7B | 5.36M | Q1 2026OLDER |
| LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM | 1.38% | $22M | 43.7K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 1.37% | $6M | 12.1K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 1.37% | $53M | 105.9K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 1.37% | $10M | 19.1K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.37% | $33M | 57.6K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.37% | $6M | 12.1K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.37% | $10M | 19.6K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 1.36% | $1M | 2.5K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 1.36% | $517M | 1.04M | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 1.36% | $2M | 3.8K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 1.35% | $69M | 143.5K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.34% | $7M | 11.8K | Q3 2025OLDER |
| Tranquility Partners, LLC$265M AUM | 1.34% | $4M | 7.1K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.33% | $3M | 5.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.33% | $36M | 71.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 1.32% | $461M | 923.4K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 1.32% | $20M | 40.7K | Q1 2026OLDER |
| Cox Capital Mgt LLC$151M AUM | 1.32% | $2M | 4.0K | Q1 2026OLDER |
| Bornite Capital Management LP$595M AUM | 1.32% | $14M | 25.0K | Q3 2025OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 1.32% | $270M | 540.4K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 1.32% | $31M | 62.9K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 1.31% | $3M | 5.9K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 1.31% | $5M | 9.4K | Q3 2025OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.31% | $53M | 106.5K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 1.30% | $4M | 6.9K | Q2 2026 |
| Empire Life Investments Inc.$1.6B AUM | 1.30% | $21M | 43.5K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 1.30% | $15M | 30.9K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 1.29% | $2M | 3.4K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 1.29% | $2M | 4.2K | Q4 2025OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 1.29% | $29M | 57.4K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.28% | $54M | 109.0K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 1.28% | $49M | 97.2K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 1.28% | $3M | 5.3K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 1.28% | $92M | 183.8K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 1.28% | $25M | 50.8K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 1.28% | $3M | 6.6K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 1.27% | $15M | 30.2K | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 1.27% | $7M | 14.2K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.27% | $19M | 38.7K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 1.26% | $87M | 175.1K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 1.26% | $167M | 335.0K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 1.26% | $1.9B | 3.90M | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 1.26% | $3M | 5.7K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 1.26% | $2M | 3.6K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 1.26% | $3M | 5.5K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 1.25% | $294M | 587.5K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.25% | $7M | 14.6K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 1.25% | $5.3B | 10.68M | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 1.25% | $8M | 16.5K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 1.24% | $58M | 115.2K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 1.24% | $24M | 48.3K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 1.24% | $217M | 435.1K | Q1 2026OLDER |
| Ninety One UK Ltd$43.1B AUM | 1.24% | $534M | 1.07M | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 1.24% | $20M | 39.5K | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 1.23% | $265M | 529.6K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.23% | $1M | 2.5K | Q2 2026 |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 1.23% | $81M | 162.7K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.23% | $72M | 144.3K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 1.22% | $3M | 5.1K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.22% | $3M | 5.6K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 1.22% | $20M | 39.2K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.22% | $3M | 5.3K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.22% | $4M | 7.9K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 1.22% | $475M | 950.8K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 1.21% | $6.5B | 13.00M | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 1.21% | $2M | 4.4K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 1.21% | $324M | 647.6K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 1.21% | $3M | 5.6K | Q1 2026OLDER |
| Elite Wealth Management, Inc.$308M AUM | 1.21% | $4M | 7.8K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.