SEC 13F Intelligence

PWRQUANTA SVCS INC

CUSIP 74762E102 · Yahoo Finance ↗ · Google Finance ↗

Quanta Svcs Inc (PWR) has 1,710 institutional holders in Filings Flow’s 13F database, together reporting 135.45M shares worth $71.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
1,710
Q1 2026
Reported Value
$71.2B
Ticker
PWR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 367Q4 ’18Q1 ’19: 391Q2 ’19: 404Q2 ’19Q3 ’19: 368Q2 ’21: 582Q2 ’21Q4 ’21: 678Q4 ’22: 816Q4 ’22Q4 ’25: 1,573Q1 ’26: 1,710Q1 ’26Q2 ’26: 125filingsflow.com
Total reported value
Q4 ’18: $22.7BQ4 ’18Q1 ’19: $37.4BQ2 ’19: $14.6BQ2 ’19Q3 ’19: $18.7BQ2 ’21: $115.7BQ2 ’21Q4 ’21: $107.6BQ4 ’22: $8.5BQ4 ’22Q4 ’25: $56.3BQ1 ’26: $71.2BQ1 ’26Q2 ’26: $792Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PECONIC PARTNERS LLC$5.8B AUM47.56%$2.7B5.01MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM13.82%$3.8B6.87MQ1 2026OLDER
Gladstone Capital Management LLP$996M AUM12.58%$125M228.3KQ1 2026OLDER
Arosa Capital Management LP$660M AUM12.42%$82M149.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM11.69%$179M326.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM11.34%$5.3B9.71MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM11.24%$38M69.4KQ1 2026OLDER
FLYWHEEL PRIVATE WEALTH LLC$176M AUM10.92%$19M34.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM10.52%$131M238.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM10.41%$470M855.6KQ1 2026OLDER
Settian Capital LP$143M AUM10.38%$15M27.0KQ1 2026OLDER
Visualize Group LP$243M AUM9.52%$23M42.1KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM7.01%$87M158.0KQ1 2026OLDER
Reliant Investment Management, LLC$207M AUM6.94%$14M26.2KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM5.85%$19M35.5KQ1 2026OLDER
BOURNE LENT ASSET MANAGEMENT INC$272M AUM5.61%$15M27.8KQ1 2026OLDER
Bornite Capital Management LP$595M AUM5.54%$33M60.0KQ1 2026OLDER
Stack Financial Management, Inc$1.4B AUM5.23%$71M129.7KQ1 2026OLDER
South Street Advisors LLC$690M AUM4.72%$33M59.3KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM4.31%$16M28.8KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM4.03%$10M14.4KQ2 2026
ADELL HARRIMAN & CARPENTER INC$1.6B AUM3.98%$65M118.9KQ1 2026OLDER
AMJ Financial Wealth Management$424M AUM3.87%$16M29.9KQ1 2026OLDER
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM3.86%$14M24.9KQ1 2026OLDER
Alpha Cubed Investments, LLC$2.9B AUM3.84%$112M265.7KQ4 2025OLDER
CHELSEA COUNSEL CO$225M AUM3.80%$9M15.6KQ2 2026
ARGUS INVESTORS' COUNSEL, INC.$112M AUM3.79%$4M7.8KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM3.75%$178M323.3KQ1 2026OLDER
Tower View Wealth Management LLC$195M AUM3.64%$7M12.9KQ1 2026OLDER
Wells Trecaso Financial Group, LLC$210M AUM3.62%$8M18.4KQ3 2025OLDER
RPG Investment Advisory, LLC$829M AUM3.58%$30M54.1KQ1 2026OLDER
Paloma Partners Management Co$510M AUM3.51%$18M32.6KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM3.50%$55M100.3KQ1 2026OLDER
Trust Point Inc.$1.2B AUM3.36%$39M70.5KQ1 2026OLDER
Gunderson Capital Management LLC$239M AUM3.33%$8M14.5KQ1 2026OLDER
Candelo Capital Management LP$121M AUM3.24%$4M7.1KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM3.21%$20M35.8KQ1 2026OLDER
MCRAE CAPITAL MANAGEMENT INC$482M AUM3.18%$15M27.9KQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM3.10%$14M19.6KQ2 2026
DigitalBridge Group, Inc.$1.6B AUM3.08%$49M88.8KQ1 2026OLDER
Virtus Wealth Solutions LLC$525M AUM3.07%$16M29.4KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM3.04%$4M7.3KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM2.94%$8M14.9KQ1 2026OLDER
CAMDEN NATIONAL BANK$739M AUM2.88%$21M38.8KQ1 2026OLDER
Guided Capital Wealth Management, LLC$152M AUM2.75%$4M7.6KQ1 2026OLDER
Titan Investment Management LLC$113M AUM2.74%$3M5.6KQ1 2026OLDER
Strong Tower Advisory Services$531M AUM2.72%$14M26.3KQ1 2026OLDER
SCHOLTZ & COMPANY, LLC$195M AUM2.71%$5M9.7KQ1 2026OLDER
Blue Chip Partners, LLC$1.4B AUM2.71%$38M68.5KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM2.65%$25M46.4KQ1 2026OLDER
M.D. Sass, LLC$1.3B AUM2.64%$35M63.4KQ1 2026OLDER
11 Capital Partners LP$348M AUM2.61%$9M16.6KQ1 2026OLDER
Raab & Moskowitz Asset Management LLC$450M AUM2.57%$12M21.1KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM2.54%$3M5.8KQ1 2026OLDER
Pegasus Asset Management, Inc.$313M AUM2.53%$8M14.4KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM2.52%$9M17.1KQ1 2026OLDER
Citizens Business Bank$610M AUM2.52%$15M28.0KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM2.46%$205M373.7KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM2.35%$53M96.7KQ1 2026OLDER
Bank OZK$283M AUM2.34%$7M12.1KQ1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM2.34%$10M17.4KQ1 2026OLDER
Strong Retirement Solutions LLC$143M AUM2.34%$3M6.1KQ1 2026OLDER
Robbins Farley$226M AUM2.30%$5M9.5KQ1 2026OLDER
Avalon Trust Co$1.5B AUM2.29%$33M60.6KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM2.28%$137M250.3KQ1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM2.27%$39M71.6KQ1 2026OLDER
Hel Ved Capital Management Ltd$844M AUM2.26%$8M20.0KQ4 2025OLDER
DB Fitzpatrick & Co, Inc$117M AUM2.26%$3M4.8KQ1 2026OLDER
Turas Capital Management LP$392M AUM2.23%$7M15.7KQ4 2025OLDER
ARS Investment Partners, LLC$2.3B AUM2.20%$50M69.9KQ2 2026
KADENSA CAPITAL Ltd$718M AUM2.13%$15M27.9KQ1 2026OLDER
Tamar Securities, LLC$934M AUM2.12%$20M36.1KQ1 2026OLDER
Covenant Asset Management, LLC$664M AUM2.10%$14M25.4KQ1 2026OLDER
Broadleaf Partners, LLC$429M AUM2.09%$9M16.3KQ1 2026OLDER
GKV Capital Management Co., Inc.$267M AUM2.09%$6M10.1KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM2.08%$8M14.0KQ1 2026OLDER
Valiant Capital Management, L.P.$1.7B AUM2.06%$36M65.5KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM2.03%$58M106.2KQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM2.01%$187M337.1KQ1 2026OLDER
Millington Financial Advisors, LLC$237M AUM2.00%$5M7.5KQ1 2026OLDER
PEDDOCK CAPITAL ADVISORS, LLC$453M AUM2.00%$9M16.5KQ1 2026OLDER
BNC WEALTH MANAGEMENT, LLC$360M AUM1.98%$7M13.0KQ1 2026OLDER
4D Advisors, LLC$158M AUM1.97%$4M8.5KQ4 2025OLDER
Westwood Wealth Management$255M AUM1.96%$3M6.2KQ4 2025OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM1.94%$13M23.9KQ1 2026OLDER
Harold Davidson & Associates Inc.$206M AUM1.93%$4M7.3KQ1 2026OLDER
Impact Investors, Inc$144M AUM1.90%$3M5.0KQ1 2026OLDER
Tandem Financial, LLC$314M AUM1.84%$6M10.6KQ1 2026OLDER
Hollow Brook Wealth Management LLC$392M AUM1.83%$7M13.1KQ1 2026OLDER
Rockingstone Advisors LLC$218M AUM1.82%$4M7.2KQ1 2026OLDER
Mendel Money Management$239M AUM1.81%$4M7.9KQ1 2026OLDER
Employees Provident Fund Board$13.2B AUM1.79%$237M432.1KQ1 2026OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM1.79%$4M7.9KQ1 2026OLDER
NZS Capital, LLC$3.0B AUM1.78%$53M97.4KQ1 2026OLDER
Ridge Creek Global, Inc$118M AUM1.77%$2M3.8KQ1 2026OLDER
Taylor Frigon Capital Management LLC$176M AUM1.76%$3M5.6KQ1 2026OLDER
Bannerstone Capital Management, LLC$104M AUM1.76%$2M4.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM1.68%$126M229.7KQ1 2026OLDER
TruWealth Advisors, LLC$2.1B AUM1.68%$35M63.5KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM1.68%$11M20.3KQ1 2026OLDER
Munro Partners$3.0B AUM1.67%$49M90.0KQ1 2026OLDER
SFE Investment Counsel$635M AUM1.66%$11M19.2KQ1 2026OLDER
Lionshead Wealth Management, LLC$136M AUM1.66%$2M4.1KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM1.66%$22M40.2KQ1 2026OLDER
B & T Capital Management DBA Alpha Capital Management$690M AUM1.64%$11M20.6KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM1.64%$18M32.3KQ1 2026OLDER
Capital Investment Services of America, Inc.$958M AUM1.64%$16M28.5KQ1 2026OLDER
PATTON ALBERTSON MILLER GROUP, LLC$842M AUM1.63%$14M25.0KQ1 2026OLDER
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM1.63%$5M8.3KQ1 2026OLDER
LYELL WEALTH MANAGEMENT, LP$1.4B AUM1.60%$22M39.7KQ1 2026OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM1.59%$9M16.8KQ1 2026OLDER
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM1.58%$2M4.9KQ4 2025OLDER
DSG Capital Advisors, LLC$625M AUM1.55%$10M17.7KQ1 2026OLDER
Capital Planning LLC$307M AUM1.55%$5M8.7KQ1 2026OLDER
MFG WEALTH MANAGEMENT, INC.$140M AUM1.54%$2M3.0KQ2 2026
SIERRA SUMMIT ADVISORS LLC$688M AUM1.53%$11M19.2KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM1.53%$20M35.6KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM1.53%$42M100.0KQ4 2025OLDER
Teamwork Financial Advisors, LLC$1.1B AUM1.52%$17M23.3KQ2 2026
Winslow Capital Management, LLC$25.6B AUM1.50%$384M700.0KQ1 2026OLDER
Lord & Richards Wealth Management, LLC$114M AUM1.48%$2M3.1KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM1.46%$22M39.6KQ1 2026OLDER
Alpha Financial Partners LLC$169M AUM1.46%$2M4.5KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM1.41%$9M15.8KQ1 2026OLDER
PINCUS CAPITAL MANAGEMENT, LP$144M AUM1.41%$2M3.7KQ1 2026OLDER
CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM1.41%$5M11.0KQ4 2025OLDER
Sarasin & Partners LLP$8.5B AUM1.39%$119M164.8KQ2 2026
BRAUN STACEY ASSOCIATES INC$3.0B AUM1.35%$41M74.0KQ1 2026OLDER
SANDS CAPITAL MANAGEMENT, LLC$25.5B AUM1.35%$344M626.3KQ1 2026OLDER
Barden Capital Management, Inc.$117M AUM1.34%$2M2.8KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM1.32%$67M122.3KQ1 2026OLDER
OFC FINANCIAL PLANNING, LLC$102M AUM1.30%$1M2.4KQ1 2026OLDER
Highview Capital Management LLC/DE/$275M AUM1.30%$4M6.5KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM1.29%$16M28.8KQ1 2026OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM1.28%$2M4.2KQ1 2026OLDER
Longbow Finance SA$552M AUM1.27%$7M12.7KQ1 2026OLDER
MERIDIAN MANAGEMENT CO$402M AUM1.26%$5M9.2KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM1.24%$4M7.8KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM1.22%$21M37.4KQ1 2026OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM1.22%$39M71.5KQ1 2026OLDER
Objectivity Squared, LLC$159M AUM1.22%$2M3.5KQ1 2026OLDER
Second Line Capital, LLC$528M AUM1.19%$6M8.6KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM1.19%$143M261.0KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM1.19%$8M12.4KQ1 2026OLDER
Vivid Wealth Management, LLC$247M AUM1.18%$3M5.3KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM1.18%$9M15.6KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM1.17%$5M8.7KQ1 2026OLDER
Gould Capital, LLC$165M AUM1.15%$2M3.4KQ1 2026OLDER
Davidson Capital Management Inc.$552M AUM1.15%$6M11.5KQ1 2026OLDER
Menard Financial Group LLC$143M AUM1.14%$2M3.0KQ1 2026OLDER
SeaBridge Investment Advisors LLC$591M AUM1.14%$7M12.3KQ1 2026OLDER
Sun Financial Inc$200M AUM1.12%$2M2.9KQ1 2026OLDER
Energy Income Partners, LLC$6.2B AUM1.11%$69M126.2KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM1.11%$41M74.8KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM1.09%$1M2.5KQ1 2026OLDER
D L CARLSON INVESTMENT GROUP INC$582M AUM1.09%$6M11.5KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM1.09%$3M5.4KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM1.08%$6M10.4KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM1.07%$1.2B2.20MQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM1.05%$73M137.0KQ1 2026OLDER
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM1.03%$21M38.0KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM1.03%$31M55.6KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM1.02%$3M5.0KQ1 2026OLDER
Resolute Capital Asset Partners LLC$190M AUM1.01%$2M3.5KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM1.01%$8M17.6KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM1.00%$81M148.3KQ1 2026OLDER
Sather Financial Group Inc$1.6B AUM1.00%$16M29.5KQ1 2026OLDER
Hilltop National Bank$468M AUM0.99%$5M6.4KQ2 2026
Encompass Capital Advisors LLC$3.3B AUM0.99%$33M60.0KQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.97%$44M81.1KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.97%$13M24.3KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.97%$31M56.0KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.97%$2M2.7KQ2 2026
Freedom Day Solutions, LLC$373M AUM0.97%$4M6.6KQ1 2026OLDER
NIXON PEABODY TRUST CO$1.3B AUM0.96%$12M22.0KQ1 2026OLDER
Newman Dignan & Sheerar, Inc.$475M AUM0.96%$5M8.3KQ1 2026OLDER
Counterweight Ventures, LLC$178M AUM0.95%$2M3.1KQ1 2026OLDER
SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM0.94%$8M15.3KQ1 2026OLDER
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.93%$13M24.2KQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.93%$14M26.1KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.93%$55M100.2KQ1 2026OLDER
DUTCH ASSET Corp$149M AUM0.92%$1M2.5KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.91%$13M24.3KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.91%$8M14.3KQ1 2026OLDER
CASCADE INVESTMENT GROUP, INC.$152M AUM0.91%$1M2.5KQ1 2026OLDER
TFR Capital, LLC.$326M AUM0.90%$3M5.4KQ1 2026OLDER
SAXON INTERESTS, INC.$290M AUM0.89%$3M4.7KQ1 2026OLDER
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM0.89%$26M47.6KQ1 2026OLDER
KANE INVESTMENT MANAGEMENT, INC.$194M AUM0.88%$2M3.1KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.88%$63M116.8KQ1 2026OLDER
KEYSTONE INVESTORS PTE LTD$1.1B AUM0.85%$10M22.5KQ4 2025OLDER
Asio Capital, LLC$712M AUM0.85%$6M11.0KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.84%$13M23.2KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.84%$3M6.1KQ1 2026OLDER
Corient IA LLC$106M AUM0.84%$889,4121.6KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.84%$2M3.4KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.83%$8M14.7KQ1 2026OLDER
SAGE ADVISORS, LLC$151M AUM0.83%$1M3.0KQ4 2025OLDER
Taproot Management LP$530M AUM0.82%$4M8.0KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.82%$53M96.5KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.82%$47M86.1KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.81%$49M89.4KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.81%$180M328.2KQ1 2026OLDER
KP Management LLC$409M AUM0.80%$3M6.0KQ1 2026OLDER
Wharton Business Group, LLC$2.6B AUM0.80%$21M38.8KQ1 2026OLDER
Split Rock Private Trading & Wealth Management, LLC$129M AUM0.79%$1M1.9KQ1 2026OLDER
Cercano Management LLC$2.3B AUM0.77%$18M32.7KQ1 2026OLDER
Clarus Wealth Advisors$235M AUM0.77%$2M3.3KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.77%$8M13.9KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.77%$2M3.7KQ1 2026OLDER
PROMETHIUM ADVISORS,LLC$193M AUM0.77%$1M2.7KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.76%$182M331.8KQ1 2026OLDER
Fortitude Advisory Group L.L.C.$222M AUM0.76%$2M3.1KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.76%$3M4.6KQ1 2026OLDER
FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM0.76%$9M15.5KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.76%$2M4.4KQ1 2026OLDER
Monument Capital Management$399M AUM0.75%$3M5.5KQ1 2026OLDER
Renasant Bank$141M AUM0.74%$1M1.9KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.74%$24M44.3KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.74%$145M263.8KQ1 2026OLDER
Challenger Wealth Management$125M AUM0.74%$925,0521.7KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.74%$8M15.0KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.74%$1M1.8KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.73%$853,3951.6KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.73%$2M3.7KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.72%$118M163.3KQ2 2026
WOLFF WIESE MAGANA LLC$181M AUM0.72%$1M2.4KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.71%$4M7.2KQ1 2026OLDER
Lebenthal Global Advisors, LLC$688M AUM0.70%$5M8.8KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.70%$971,2161.8KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.70%$51M92.9KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.70%$22M40.3KQ1 2026OLDER
Mission Creek Capital Partners, Inc.$501M AUM0.69%$3M6.3KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.69%$56M102.5KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.68%$5M9.7KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.68%$20M70.7KQ1 2026OLDER
ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM0.68%$2M3.7KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.67%$8M13.7KQ1 2026OLDER
NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM0.67%$16M29.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.66%$403M734.5KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.65%$1M2.1KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.65%$3M5.9KQ1 2026OLDER
Quantum Private Wealth, LLC$324M AUM0.65%$2M3.8KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM0.65%$863,0591.6KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.64%$6M11.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.63%$467M850.1KQ1 2026OLDER
Orange Investment Advisors, Inc.$772M AUM0.63%$5M8.9KQ1 2026OLDER
KENNEDY INVESTMENT GROUP, INC.$255M AUM0.63%$2M2.9KQ1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.62%$4M8.7KQ3 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.62%$12M21.4KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.62%$10M17.3KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.62%$133M242.3KQ1 2026OLDER
Aventail Capital Group, LP$2.1B AUM0.61%$13M23.2KQ1 2026OLDER
Bensler, LLC$969M AUM0.61%$6M10.7KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.61%$3M4.6KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.60%$1M2.5KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.60%$10M19.0KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.60%$25M60.5KQ3 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.60%$2M4.0KQ1 2026OLDER
Archer Investment Corp$469M AUM0.60%$3M5.1KQ1 2026OLDER
Mechanics Bank Trust Department$808M AUM0.59%$5M6.6KQ2 2026
BankChampaign, National Association$101M AUM0.59%$594,2601.4KQ1 2026OLDER
Western Financial Corp/CA$255M AUM0.58%$1M2.7KQ1 2026OLDER
Marion Wealth Management$451M AUM0.58%$3M4.8KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.58%$973,9601.8KQ1 2026OLDER
Caldwell Investment Management Ltd.$255M AUM0.58%$942,7532.2KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.56%$18M33.4KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.56%$4M10.4KQ3 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.55%$1M3.3KQ3 2025OLDER
Rockline Wealth Management, LLC$460M AUM0.55%$3M4.6KQ1 2026OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.54%$7M9.6KQ2 2026
KOM Wealth Management Group, LLC$147M AUM0.54%$795,3501.4KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.54%$7M13.1KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.54%$3M4.9KQ1 2026OLDER
Seelaus Asset Management LLC$139M AUM0.54%$749,4121.4KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.54%$179M325.8KQ1 2026OLDER
KPP Advisory Services LLC$689M AUM0.54%$4M6.8KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.54%$872,9421.6KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.54%$5M12.0KQ3 2025OLDER
Prosperity Financial Group, Inc.$271M AUM0.53%$1M2.6KQ1 2026OLDER
HighVista Strategies LLC$362M AUM0.53%$2M5.2KQ3 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.53%$38M69.0KQ1 2026OLDER
Silvant Capital Management LLC$2.9B AUM0.53%$15M27.7KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.53%$16M28.8KQ1 2026OLDER
FCG Investment Co$228M AUM0.52%$1M2.2KQ1 2026OLDER
Friedenthal Financial$199M AUM0.52%$1M2.4KQ4 2025OLDER
Petix & Botte Co$449M AUM0.52%$2M4.2KQ1 2026OLDER
WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM0.51%$930,5891.7KQ1 2026OLDER
Meridian Financial Partners LLC$263M AUM0.51%$1M2.4KQ1 2026OLDER
Brown Financial Advisors$264M AUM0.51%$1M2.4KQ1 2026OLDER
Darden Wealth Group Inc$196M AUM0.50%$988,2361.8KQ1 2026OLDER
Consilium Wealth Advisory, LLC$293M AUM0.50%$1M2.7KQ1 2026OLDER
CVFG LLC$804M AUM0.50%$4M7.4KQ1 2026OLDER
Old Port Advisors$434M AUM0.50%$2M4.0KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.50%$16M29.2KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.50%$5M11.9KQ4 2025OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.48%$24M43.9KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.48%$3M4.7KQ1 2026OLDER
Corsicana & Co.$158M AUM0.48%$751,1023.0KQ1 2026OLDER
McKinney Capital Management, LLC$116M AUM0.47%$550,6671.0KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.47%$3M5.8KQ1 2026OLDER
Paladin Wealth, LLC$172M AUM0.47%$810,0451.1KQ2 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.47%$19M34.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.47%$6M11.4KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.47%$22M39.3KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.46%$13M24.5KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.46%$1M2.3KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.46%$3M5.5KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.46%$11M20.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.46%$712M1.30MQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.45%$3M5.3KQ1 2026OLDER
HERITAGE OAK WEALTH ADVISORS LLC$315M AUM0.45%$1M2.6KQ1 2026OLDER
SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM0.45%$852,3841.6KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.45%$1M2.3KQ1 2026OLDER
NVWM, LLC$449M AUM0.44%$2M3.6KQ1 2026OLDER
River Street Advisors LLC$296M AUM0.44%$1M2.4KQ1 2026OLDER
HCR Wealth Advisors$964M AUM0.44%$4M7.8KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.44%$32M44.5KQ2 2026
FIRST UNITED BANK & TRUST$308M AUM0.44%$1M2.5KQ1 2026OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.44%$3M3.7KQ2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.43%$14M24.9KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.43%$67M121.8KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.43%$1M1.7KQ2 2026
Clarion Wealth Managment Partners, LLC$110M AUM0.43%$477,647870Q1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.43%$79M145.7KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.43%$2M4.2KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.43%$30M54.6KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.43%$578,6671.1KQ1 2026OLDER
Abbot Financial Management, Inc.$239M AUM0.42%$1M1.9KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.42%$1M2.4KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.42%$18M32.2KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.42%$445,255811Q1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.42%$1M3.3KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.42%$200M363.8KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.42%$1M2.3KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.42%$8M18.2KQ4 2025OLDER
First National Advisers, LLC$683M AUM0.42%$3M5.2KQ1 2026OLDER
LITTLE HOUSE CAPITAL LLC$387M AUM0.41%$2M2.9KQ1 2026OLDER
WAYSTONE ADVISORS LLC$112M AUM0.41%$460,078838Q1 2026OLDER
MOR Wealth Management, LLC$218M AUM0.41%$894,3541.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.41%$25M44.8KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.41%$55M100.6KQ1 2026OLDER
COWA, LLC$371M AUM0.40%$1M2.7KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.40%$10M19.1KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.40%$14M19.7KQ2 2026
Erste Asset Management GmbH$10.8B AUM0.40%$44M81.7KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.40%$1M1.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.40%$71M128.8KQ1 2026OLDER
Pettee Investors, Inc.$194M AUM0.40%$767,7971.1KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.39%$598,4311.1KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.39%$9M16.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.39%$551M1.00MQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.39%$33M78.2KQ1 2026OLDER
EVEXIA WEALTH LLC$364M AUM0.39%$1M2.4KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.39%$7M12.1KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.39%$19M34.9KQ1 2026OLDER
Davis Investment Partners, LLC$283M AUM0.39%$1M2.0KQ1 2026OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.39%$1M1.9KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.39%$2M3.5KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.39%$287M522.6KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.38%$542,432988Q1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.38%$10M18.3KQ1 2026OLDER
360 Financial, Inc.$332M AUM0.38%$1M2.3KQ1 2026OLDER
BLB&B Advisors, LLC$2.4B AUM0.38%$9M16.6KQ1 2026OLDER
Riverstone Advisors, LLC$203M AUM0.38%$761,4911.4KQ1 2026OLDER
TKG Advisors, LLC$242M AUM0.37%$905,8741.6KQ1 2026OLDER
State of Wyoming$844M AUM0.37%$3M5.7KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.37%$1M1.9KQ1 2026OLDER
JOHO CAPITAL LLC$373M AUM0.37%$2M4.1KQ4 2025OLDER
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM0.37%$2M4.0KQ4 2025OLDER
ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM0.37%$220M401.0KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.37%$17M41.1KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.36%$270M492.4KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.36%$215M508.5KQ4 2025OLDER
Faithward Advisors, LLC$701M AUM0.36%$3M4.6KQ1 2026OLDER
American National Bank of Texas$105M AUM0.36%$379,922692Q1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.36%$1M3.1KQ3 2025OLDER
Gratus Wealth Advisors, LLC$691M AUM0.36%$2M4.5KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.36%$3M5.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.36%$164M299.3KQ1 2026OLDER
MIROVA$2.5B AUM0.36%$9M16.0KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.36%$1M2.5KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.36%$124M225.8KQ1 2026OLDER
Gouws Capital LLC$189M AUM0.36%$670,9031.2KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.35%$3M5.9KQ1 2026OLDER
Swedbank AB$95.1B AUM0.35%$335M609.8KQ1 2026OLDER
Waterway Wealth Management, LLC$452M AUM0.35%$2M2.9KQ1 2026OLDER
CFM WEALTH PARTNERS LLC$667M AUM0.35%$2M4.2KQ1 2026OLDER
Advisor Resource Council$309M AUM0.35%$1M2.0KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.35%$1M2.6KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.34%$3M6.0KQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM0.34%$373,334680Q1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.34%$954,7731.3KQ2 2026
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.34%$26M47.4KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.34%$1M2.5KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.33%$200M356.4KQ1 2026OLDER
Purus Wealth Management, LLC$314M AUM0.33%$1M1.9KQ1 2026OLDER
6th Street Advisors, LLC$159M AUM0.33%$519,922947Q1 2026OLDER
SOROS CAPITAL MANAGEMENT LLC$230M AUM0.33%$751,0591.4KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.33%$1M1.9KQ1 2026OLDER
EFG International AG$4.7B AUM0.33%$15M27.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.33%$141M257.2KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.32%$6M10.5KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.32%$31M56.9KQ1 2026OLDER
Friday Financial$373M AUM0.32%$1M1.8KQ2 2026
A4 Wealth Advisors LLC$122M AUM0.32%$379,194915Q3 2025OLDER
Choate Investment Advisors$5.1B AUM0.32%$16M29.5KQ1 2026OLDER
Symmetry Investments LP$913M AUM0.31%$4M8.6KQ4 2025OLDER
Fort Sheridan Advisors LLC$828M AUM0.31%$3M4.7KQ1 2026OLDER
Warner Group LLC$153M AUM0.31%$479,843874Q1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.31%$2M3.2KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.31%$709,8831.3KQ1 2026OLDER
Pandora Wealth, Inc.$165M AUM0.31%$507,3161.2KQ4 2025OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.31%$2M3.3KQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.31%$2M3.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.31%$179M325.5KQ1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.30%$5M9.7KQ1 2026OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.30%$867,6481.2KQ2 2026
Barnes Dennig Private Wealth Management LLC$101M AUM0.30%$303,059552Q1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.30%$1M2.5KQ1 2026OLDER
LeConte Wealth Management, LLC$155M AUM0.30%$462,824843Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.30%$591,7921.4KQ3 2025OLDER
Silverleafe Capital Partners, LLC$367M AUM0.30%$1M1.5KQ2 2026
Pictet Asset Management Holding SA$94.8B AUM0.30%$281M512.6KQ1 2026OLDER
Second Half Financial Partners, LLC$222M AUM0.30%$668,5431.6KQ4 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.29%$56M101.4KQ1 2026OLDER
G&S Capital LLC$285M AUM0.29%$835,0591.5KQ1 2026OLDER
Tevis Investment Management$176M AUM0.29%$487,3891.2KQ4 2025OLDER
London & Capital Asset Management Ltd$9.2B AUM0.29%$27M49.0KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.29%$20M36.9KQ1 2026OLDER
Capital International Investors$426.5B AUM0.29%$1.2B2.25MQ1 2026OLDER
Onex Canada Asset Management Inc.$601M AUM0.29%$2M3.2KQ1 2026OLDER
Sharkey, Howes & Javer$829M AUM0.29%$2M3.3KQ2 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.29%$38M68.8KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.29%$2M4.1KQ1 2026OLDER
Safe Harbor Wealth Advisors, LLC$103M AUM0.29%$295,600573Q4 2025OLDER
HOURGLASS CAPITAL, LLC$480M AUM0.29%$1M2.5KQ1 2026OLDER
Abundance Wealth Counselors$697M AUM0.28%$2M3.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.28%$19M34.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.28%$1.0B1.87MQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.28%$9M17.0KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.28%$26M49.1KQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.28%$6M10.8KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.27%$5M9.9KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.27%$35M63.0KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.27%$326,898454Q2 2026
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.27%$14M25.8KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.27%$2M3.1KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.27%$4M6.9KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.27%$2M3.7KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.26%$6M11.8KQ1 2026OLDER
MARIPAU WEALTH MANAGEMENT LLC$227M AUM0.26%$601,8201.1KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.26%$8M14.3KQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.26%$648,3931.2KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.26%$5M9.9KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.26%$667,0631.2KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.26%$8M15.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.26%$2M2.9KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.26%$1M2.6KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.26%$363,451662Q1 2026OLDER
IPG Investment Advisors LLC$582M AUM0.26%$1M2.7KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.26%$23M41.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.26%$16M29.9KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.26%$3M5.9KQ1 2026OLDER
Cadence Bank$1.7B AUM0.26%$4M10.4KQ4 2025OLDER
Corus Family Wealth Advisors$123M AUM0.26%$314,040572Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.25%$73M133.4KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM0.25%$595,6871.1KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.25%$5M8.8KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.25%$581,0711.2KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.24%$355,446647.4KQ1 2026OLDER
BURNS J W & CO INC/NY$873M AUM0.24%$2M3.9KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.24%$14M25.6KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.24%$465,633848Q1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.24%$387,608706Q1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.24%$729,6481.3KQ1 2026OLDER
NORRIS PERNE & FRENCH LLP/MI$1.5B AUM0.24%$4M6.6KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.24%$4M7.0KQ1 2026OLDER
Finivi Inc.$195M AUM0.24%$468,026650Q2 2026
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.24%$686,8241.3KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.24%$3M6.1KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.24%$1M2.0KQ1 2026OLDER
Merrion Investment Management Co, LLC$186M AUM0.24%$439,210800Q1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.24%$29M53.0KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.24%$4M5.1KQ2 2026
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.23%$78M142.1KQ1 2026OLDER
ARROW FINANCIAL CORP$994M AUM0.23%$2M4.2KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.23%$9M22.0KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.23%$4M7.4KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.23%$799,9221.5KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.23%$430,145783Q1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.23%$738,5481.3KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.23%$575,2681.4KQ4 2025OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.23%$842,8871.5KQ1 2026OLDER
Sand Hill Global Advisors, LLC$3.0B AUM0.23%$7M12.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.23%$17M31.8KQ1 2026OLDER
TrueWealth Advisors, LLC$444M AUM0.22%$979,9811.4KQ2 2026
BXM Wealth LLC$130M AUM0.22%$285,490520Q1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.22%$12M21.3KQ1 2026OLDER
Granite Group Advisors, LLC$165M AUM0.22%$361,121650Q1 2026OLDER

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