NEENEXTERA ENERGY INC
CUSIP 65339F101 · Yahoo Finance ↗ · Google Finance ↗
Nextera Energy Inc (NEE) has 2,976 institutional holders in Filings Flow’s 13F database, together reporting 40.31M shares worth $3.7B as of Q2 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,976
Q2 2026
Reported Value
$152.7B
Ticker
NEE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Inherent Management Corp.$197M AUM | 13.43% | $26M | 284.5K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 9.20% | $239M | 2.57M | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 8.94% | $17M | 175.5K | Q1 2026OLDER |
| Electron Capital Partners, LLC$2.6B AUM | 7.42% | $189M | 2.04M | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 6.73% | $10M | 106.6K | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 6.52% | $13M | 141.1K | Q1 2026OLDER |
| Asset Management Advisors, LLC$181M AUM | 5.60% | $10M | 115.3K | Q2 2026 |
| Teilinger Capital Ltd.$1.3B AUM | 5.25% | $6M | 80.0K | Q3 2025OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 5.02% | $102M | 1.10M | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 4.86% | $143M | 1.54M | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.19% | $19M | 241.6K | Q4 2025OLDER |
| Gouws Capital LLC$189M AUM | 4.11% | $8M | 83.5K | Q1 2026OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 4.01% | $14M | 148.6K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 3.95% | $5M | 52.1K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 3.87% | $8M | 86.0K | Q2 2026 |
| Mirova US LLC$8.8B AUM | 3.82% | $337M | 3.62M | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 3.78% | $7M | 80.6K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 3.74% | $22M | 238.1K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 3.71% | $56M | 599.5K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 3.67% | $6M | 41.7K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 3.66% | $165M | 1.80M | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 3.55% | $5M | 51.6K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 3.44% | $8M | 85.7K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 3.40% | $5M | 49.8K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 3.32% | $6M | 60.0K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 3.29% | $4M | 39.7K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 3.25% | $15M | 159.1K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 3.23% | $45M | 486.8K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 3.18% | $39M | 420.5K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 3.08% | $216M | 2.33M | Q1 2026OLDER |
| Orion Investment Co$315M AUM | 3.07% | $10M | 104.1K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 3.01% | $6M | 63.5K | Q1 2026OLDER |
| HFR Wealth Management, LLC$407M AUM | 3.00% | $12M | 131.6K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 2.99% | $7M | 70.3K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 2.99% | $11M | 118.8K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 2.98% | $79M | 852.9K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.97% | $7M | 71.5K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 2.89% | $7M | 70.4K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 2.89% | $10M | 104.5K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 2.86% | $7M | 71.1K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 2.84% | $14M | 153.4K | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 2.80% | $44M | 500.6K | Q2 2026 |
| Hixon Zuercher, LLC$321M AUM | 2.79% | $9M | 96.5K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 2.75% | $225M | 2.42M | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 2.73% | $8M | 82.6K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.72% | $42M | 448.2K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 2.72% | $3M | 34.5K | Q1 2026OLDER |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 2.72% | $19M | 199.5K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 2.71% | $26M | 285.0K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 2.66% | $4M | 40.5K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 2.63% | $5M | 48.9K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 2.56% | $16M | 174.9K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 2.51% | $5M | 54.7K | Q1 2026OLDER |
| BlackBarn Capital Partners LP$1.2B AUM | 2.50% | $31M | 335.0K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 2.48% | $24M | 272.7K | Q2 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 2.47% | $72M | 898.9K | Q4 2025OLDER |
| Northside Capital Management, LLC$1.1B AUM | 2.46% | $28M | 301.6K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 2.44% | $16M | 177.5K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 2.44% | $9M | 92.7K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 2.42% | $8M | 131.2K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 2.38% | $23M | 249.4K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 2.35% | $28M | 303.0K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 2.34% | $8M | 94.2K | Q2 2026 |
| Mizuho Markets Cayman LP$1.9B AUM | 2.33% | $27M | 362.5K | Q3 2025OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 2.32% | $35M | 373.0K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.31% | $225M | 2.43M | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 2.30% | $12M | 127.4K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 2.30% | $2M | 26.2K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 2.30% | $3M | 35.3K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 2.26% | $46M | 500.3K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 2.26% | $2M | 26.2K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 2.26% | $25M | 264.7K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 2.22% | $27M | 291.7K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 2.21% | $5M | 51.2K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 2.21% | $4M | 44.1K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.20% | $7M | 74.1K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 2.20% | $3M | 35.0K | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 2.18% | $19M | 247.4K | Q3 2025OLDER |
| SWP Investment Management LLC$145M AUM | 2.17% | $3M | 35.9K | Q2 2026 |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 2.17% | $2M | 24.5K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 2.17% | $32M | 347.4K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 2.17% | $3M | 34.6K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 2.16% | $63M | 677.0K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 2.14% | $6M | 60.4K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 2.11% | $29M | 309.0K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 2.10% | $14M | 146.7K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 2.09% | $7M | 75.0K | Q1 2026OLDER |
| Hartree Partners, LP$467M AUM | 2.09% | $6M | 72.0K | Q4 2025OLDER |
| OPAL CAPITAL LLC$565M AUM | 2.06% | $12M | 125.1K | Q1 2026OLDER |
| REAVES W H & CO INC$6.0B AUM | 2.03% | $122M | 1.32M | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 2.02% | $27M | 292.6K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 2.02% | $15M | 160.8K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 2.02% | $13M | 145.2K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 2.01% | $23M | 251.4K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 2.01% | $7M | 95.7K | Q3 2025OLDER |
| NS Partners Ltd$2.2B AUM | 1.99% | $44M | 477.8K | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 1.97% | $109M | 1.17M | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.96% | $4M | 42.2K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.94% | $7M | 79.5K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 1.94% | $375M | 4.03M | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.93% | $10M | 110.0K | Q2 2026 |
| PIONEER TRUST BANK N A/OR$412M AUM | 1.93% | $8M | 85.4K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.93% | $5M | 50.8K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 1.92% | $2M | 29.3K | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 1.91% | $3M | 34.2K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.90% | $4M | 43.0K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.87% | $93M | 996.0K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.86% | $11M | 119.2K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 1.86% | $3M | 34.2K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 1.86% | $6M | 62.2K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.85% | $178M | 1.92M | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 1.85% | $25M | 268.4K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 1.84% | $9M | 106.8K | Q2 2026 |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.84% | $9M | 94.6K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.84% | $8M | 88.4K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 1.84% | $7M | 77.7K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 1.84% | $16M | 173.3K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 1.83% | $5M | 53.0K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.83% | $3M | 30.2K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.81% | $3M | 35.0K | Q3 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.81% | $8M | 87.3K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 1.80% | $7M | 77.3K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.78% | $3M | 34.9K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 1.77% | $6M | 69.0K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 1.77% | $7M | 75.1K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.77% | $3M | 31.2K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 1.76% | $2M | 19.2K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 1.76% | $31M | 337.4K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 1.75% | $232M | 2.50M | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 1.75% | $9M | 101.0K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 1.73% | $46M | 492.4K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 1.72% | $2M | 19.5K | Q4 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 1.72% | $18M | 194.8K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 1.72% | $337M | 3.63M | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 1.72% | $24M | 254.6K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 1.70% | $8M | 82.5K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 1.70% | $34M | 363.8K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 1.69% | $54M | 576.3K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 1.68% | $6M | 63.6K | Q1 2026OLDER |
| Shaolin Capital Management LLC$2.7B AUM | 1.67% | $45M | 485.2K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 1.65% | $88M | 949.2K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.63% | $13M | 141.1K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.63% | $6M | 59.4K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 1.62% | $25M | 267.2K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 1.61% | $2M | 21.7K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 1.60% | $108M | 1.16M | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 1.59% | $54M | 582.9K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 1.59% | $14M | 151.0K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 1.58% | $11M | 130.4K | Q2 2026 |
| Elefante Mark B$182M AUM | 1.58% | $3M | 30.9K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 1.56% | $17M | 230.7K | Q3 2025OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 1.56% | $3M | 30.6K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.55% | $50M | 537.6K | Q1 2026OLDER |
| Farrow Financial, Inc.$176M AUM | 1.55% | $3M | 29.4K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.55% | $2M | 21.1K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 1.54% | $2M | 23.1K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 1.53% | $20M | 211.2K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 1.51% | $3M | 33.6K | Q2 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.51% | $5M | 57.4K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 1.50% | $164M | 1.76M | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 1.49% | $55M | 588.3K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 1.49% | $2M | 20.2K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 1.49% | $6M | 64.9K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.49% | $12M | 133.9K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.48% | $84M | 908.6K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.48% | $4M | 39.2K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 1.47% | $10M | 109.5K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 1.46% | $8M | 87.2K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 1.46% | $9M | 102.0K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.46% | $16M | 175.4K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.45% | $2M | 26.3K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 1.45% | $32M | 341.1K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 1.44% | $14M | 146.6K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 1.43% | $9M | 98.1K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 1.43% | $35M | 372.2K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 1.43% | $6M | 69.7K | Q2 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 1.43% | $112M | 1.17M | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.43% | $36M | 388.1K | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 1.41% | $34M | 365.4K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 1.41% | $17M | 187.3K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.39% | $33M | 413.7K | Q4 2025OLDER |
| WD RUTHERFORD LLC$225M AUM | 1.38% | $3M | 33.4K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 1.37% | $3M | 29.1K | Q2 2026 |
| Security National Bank$687M AUM | 1.37% | $9M | 101.5K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 1.37% | $21M | 226.0K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 1.36% | $860M | 9.26M | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 1.35% | $4M | 45.5K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.34% | $2M | 18.8K | Q1 2026OLDER |
| Legacy CG, LLC$360M AUM | 1.33% | $5M | 51.4K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 1.33% | $4M | 47.2K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 1.32% | $8M | 88.1K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 1.31% | $8M | 90.4K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.30% | $2M | 25.9K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 1.30% | $5M | 57.2K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 1.29% | $33M | 375.7K | Q2 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.29% | $5M | 51.0K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.29% | $12M | 134.4K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.28% | $4M | 41.6K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.27% | $8M | 82.1K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 1.25% | $6M | 66.3K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 1.25% | $27M | 287.8K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.24% | $2M | 23.0K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.24% | $2M | 16.8K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 1.24% | $9M | 104.2K | Q2 2026 |
| Wills Financial Group LLC$265M AUM | 1.23% | $3M | 34.4K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.23% | $7M | 76.8K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 1.23% | $7M | 73.3K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.22% | $76M | 817.5K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.21% | $17M | 181.5K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 1.21% | $2M | 20.3K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 1.21% | $2M | 24.2K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 1.20% | $8M | 87.0K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 1.20% | $56M | 738.0K | Q3 2025OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 1.20% | $2M | 23.5K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 1.20% | $3M | 43.0K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 1.20% | $178M | 1.91M | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.20% | $2M | 21.7K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 1.19% | $3M | 28.0K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 1.18% | $8M | 82.8K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 1.18% | $16M | 172.5K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 1.18% | $2M | 24.8K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 1.18% | $5M | 55.5K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 1.18% | $4M | 40.3K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 1.18% | $3M | 35.2K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 1.18% | $5M | 58.3K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 1.17% | $2M | 22.1K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 1.17% | $3M | 35.2K | Q2 2026 |
| Community Financial Services Group, LLC$686M AUM | 1.17% | $8M | 93.1K | Q2 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 1.17% | $43M | 463.8K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 1.16% | $10M | 104.9K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.15% | $2M | 19.3K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 1.15% | $65M | 696.8K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 1.15% | $2M | 24.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.15% | $2M | 18.6K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 1.15% | $14M | 153.5K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.14% | $2M | 23.0K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.14% | $21M | 226.4K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.14% | $13M | 137.6K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 1.13% | $13M | 143.7K | Q2 2026 |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 1.13% | $5M | 50.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 1.13% | $6M | 61.5K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 1.12% | $6M | 59.4K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 1.12% | $1M | 12.4K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 1.11% | $33M | 354.6K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 1.11% | $16M | 173.4K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.10% | $3M | 27.3K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 1.10% | $4M | 45.0K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.09% | $5M | 54.1K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.09% | $33M | 353.6K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 1.09% | $2M | 20.6K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 1.09% | $40M | 434.6K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 1.09% | $58M | 624.4K | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 1.08% | $2M | 21.3K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 1.08% | $2M | 24.1K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 1.07% | $24M | 257.4K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.06% | $5M | 51.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 1.06% | $4.3B | 46.53M | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 1.06% | $72M | 778.4K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 1.05% | $3M | 28.6K | Q2 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 1.05% | $2M | 16.7K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 1.05% | $2M | 16.7K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 1.05% | $11M | 121.7K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 1.05% | $9M | 102.1K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 1.03% | $1M | 16.0K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 1.03% | $11M | 123.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 1.02% | $67M | 762.8K | Q2 2026 |
| First National Advisers, LLC$683M AUM | 1.02% | $7M | 75.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 1.02% | $605M | 7.54M | Q4 2025OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 1.02% | $9M | 109.3K | Q4 2025OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.02% | $2M | 16.6K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 1.02% | $3M | 29.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.02% | $12M | 134.1K | Q2 2026 |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.01% | $2M | 23.5K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.01% | $7M | 73.5K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 1.00% | $3M | 30.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.99% | $183M | 1.97M | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.98% | $8M | 87.2K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.98% | $2M | 20.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.98% | $1.3B | 13.81M | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.97% | $2M | 22.1K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.97% | $3M | 34.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.97% | $7M | 74.3K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.97% | $79M | 845.2K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.96% | $3M | 31.2K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.96% | $66M | 715.7K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.96% | $2M | 23.8K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.95% | $3M | 37.3K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.95% | $27M | 290.0K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.95% | $27M | 290.9K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.95% | $8M | 81.6K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.95% | $896M | 9.65M | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 0.94% | $1M | 13.8K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.94% | $10M | 106.4K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.94% | $2M | 24.5K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.94% | $1M | 12.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.93% | $1M | 12.5K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.93% | $2M | 19.9K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.93% | $1M | 20.7K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.93% | $14M | 148.6K | Q1 2026OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 0.93% | $10M | 111.9K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.92% | $19M | 207.7K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.92% | $32M | 349.7K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.92% | $1.1B | 12.11M | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.92% | $3M | 32.4K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.92% | $2M | 17.5K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.92% | $141M | 1.52M | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.92% | $10M | 102.3K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.92% | $3M | 31.4K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.91% | $71M | 764.5K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.91% | $2M | 24.7K | Q2 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.91% | $998,627 | 10.8K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.90% | $29M | 315.6K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.90% | $1M | 11.8K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 0.89% | $948,398 | 10.2K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.89% | $1M | 11.0K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.89% | $18M | 191.3K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.89% | $64M | 710.6K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.88% | $1M | 12.0K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.88% | $28M | 300.7K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.88% | $1M | 14.1K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.87% | $2M | 25.6K | Q2 2026 |
| Stiles Financial Services Inc$327M AUM | 0.87% | $3M | 30.7K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.87% | $2M | 23.4K | Q2 2026 |
| Meridian Financial Partners LLC$263M AUM | 0.87% | $2M | 24.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.86% | $2M | 26.1K | Q4 2025OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.86% | $2M | 21.8K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 0.86% | $895,828 | 9.6K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.86% | $2M | 25.5K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.85% | $2M | 21.3K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.85% | $24M | 254.0K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.85% | $24M | 259.4K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.85% | $973,338 | 10.5K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.85% | $1M | 12.6K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.85% | $2M | 20.2K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.85% | $1M | 12.9K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 0.84% | $2M | 18.1K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.84% | $2M | 20.7K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 0.83% | $10M | 108.4K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.83% | $10M | 112.7K | Q1 2026OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 0.83% | $2M | 26.1K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.83% | $1M | 11.8K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.83% | $2M | 22.5K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.82% | $14M | 182.6K | Q3 2025OLDER |
| Davidson Capital Management Inc.$552M AUM | 0.82% | $5M | 48.8K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.82% | $104M | 1.12M | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.82% | $68M | 734.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.82% | $42M | 450.9K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.82% | $17M | 183.1K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.81% | $3M | 28.5K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.81% | $2M | 17.5K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.81% | $1M | 13.1K | Q2 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.81% | $63M | 675.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.81% | $435M | 4.68M | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.81% | $2M | 26.3K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.81% | $2M | 17.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.81% | $899,171 | 9.7K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.81% | $891,648 | 9.6K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.80% | $6M | 60.4K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.80% | $3M | 36.3K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.80% | $4M | 47.2K | Q2 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.80% | $9M | 103.0K | Q4 2025OLDER |
| Alley Investment Management Company, LLC$821M AUM | 0.80% | $7M | 70.4K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.80% | $1M | 12.2K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.80% | $3M | 29.2K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.79% | $2M | 19.3K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.79% | $64M | 684.4K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.79% | $72M | 773.4K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.78% | $10M | 106.5K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.78% | $13M | 139.5K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 0.78% | $5M | 53.8K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.78% | $5M | 62.9K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.78% | $3M | 36.9K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.78% | $5M | 55.2K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 0.78% | $2M | 22.5K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 0.78% | $1M | 11.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.78% | $10M | 111.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.77% | $576M | 6.21M | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.77% | $8M | 86.9K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.77% | $4M | 43.1K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.77% | $3M | 35.3K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.77% | $1M | 15.7K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.77% | $6M | 63.0K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.77% | $2M | 20.6K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.77% | $4M | 40.3K | Q2 2026 |
| PUREfi Wealth, LLC$153M AUM | 0.77% | $1M | 12.6K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.77% | $13M | 139.0K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.76% | $3M | 28.5K | Q1 2026OLDER |
| CROBAN$213M AUM | 0.76% | $2M | 17.4K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.76% | $23M | 305.2K | Q3 2025OLDER |
| Simmons Bank$1.5B AUM | 0.76% | $11M | 121.7K | Q1 2026OLDER |
| BENDER ROBERT & ASSOCIATES$417M AUM | 0.76% | $3M | 33.9K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.76% | $11M | 120.2K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.76% | $4M | 39.4K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.75% | $3M | 32.3K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.75% | $3M | 28.4K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.75% | $4M | 41.9K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.75% | $4M | 46.2K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.75% | $5M | 49.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.75% | $11M | 136.0K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.75% | $10M | 102.3K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.75% | $1M | 13.7K | Q2 2026 |
| OxenFree Capital LLC$218M AUM | 0.74% | $2M | 18.3K | Q2 2026 |
| AGP FRANKLIN, LLC$200M AUM | 0.74% | $1M | 15.9K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.74% | $2M | 23.5K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.74% | $4M | 46.9K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.73% | $2M | 18.9K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.73% | $2M | 17.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.73% | $855,388 | 9.2K | Q1 2026OLDER |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 0.73% | $10M | 107.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.73% | $5M | 49.4K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.72% | $98M | 1.05M | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.72% | $3M | 27.8K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.72% | $751,121 | 8.1K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.72% | $5M | 49.3K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.71% | $929,777 | 10.0K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.71% | $6M | 69.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.71% | $17M | 179.3K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.71% | $289M | 3.11M | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.71% | $2M | 17.4K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.71% | $998,245 | 10.7K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.71% | $2M | 22.7K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.71% | $16M | 175.1K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.71% | $23M | 281.8K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.70% | $10M | 104.0K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.70% | $882,185 | 9.5K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.70% | $3M | 27.6K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.70% | $10M | 105.0K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.70% | $2M | 21.0K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.70% | $1M | 14.2K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.70% | $1M | 12.8K | Q1 2026OLDER |
| Castellan Group$726M AUM | 0.69% | $5M | 54.1K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 0.69% | $1M | 13.6K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.69% | $15M | 165.9K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.69% | $5M | 53.3K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 0.69% | $46M | 491.0K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.69% | $4M | 48.0K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.69% | $53M | 569.6K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.69% | $24M | 263.6K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.68% | $52M | 639.8K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.68% | $2M | 17.3K | Q2 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.68% | $3M | 29.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.68% | $20M | 215.0K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.68% | $114M | 1.23M | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.68% | $140M | 1.51M | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.68% | $5M | 52.5K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.68% | $4M | 44.4K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.68% | $2M | 19.9K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.67% | $7M | 76.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.67% | $26M | 296.8K | Q2 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.67% | $5M | 57.3K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.67% | $4M | 43.4K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.67% | $3M | 36.0K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.67% | $709,139 | 7.6K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.67% | $3M | 36.3K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.67% | $4M | 39.2K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.66% | $1M | 12.5K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.66% | $137M | 1.47M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.66% | $10.3B | 111.99M | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.66% | $8M | 91.4K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.66% | $100M | 1.08M | Q1 2026OLDER |
| Haven Capital Group, Inc.$108M AUM | 0.66% | $706,538 | 7.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.65% | $7M | 78.7K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.65% | $12M | 133.8K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.65% | $2M | 26.3K | Q1 2026OLDER |
| Ninety One UK Ltd$43.1B AUM | 0.65% | $282M | 3.03M | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.65% | $3M | 33.8K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.65% | $1M | 11.3K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.65% | $4M | 38.7K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.65% | $2M | 19.3K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.65% | $6M | 67.4K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 0.64% | $14M | 148.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.64% | $2M | 23.7K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.64% | $1M | 15.0K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.64% | $26M | 276.5K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.64% | $683M | 7.46M | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.64% | $77M | 826.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.64% | $19M | 201.8K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 0.64% | $4M | 45.7K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.64% | $185M | 1.99M | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.63% | $27M | 295.4K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.63% | $687,051 | 7.4K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.63% | $2M | 24.4K | Q3 2025OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.63% | $3M | 31.5K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.63% | $5M | 49.8K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.63% | $7M | 71.3K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.63% | $3M | 31.7K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.62% | $4M | 38.5K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.62% | $2M | 20.7K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.62% | $9M | 102.1K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.62% | $4M | 45.8K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 0.62% | $731,523 | 7.9K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.62% | $4M | 46.0K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 0.62% | $2M | 23.0K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.62% | $93M | 1.00M | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.62% | $962,106 | 10.4K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.61% | $5M | 55.3K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.61% | $719,820 | 7.8K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.61% | $2M | 22.6K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.61% | $2M | 18.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.61% | $44M | 469.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.