SOUTHSTATE CORPORATION
CUSIP 840441109
Southstate Corporation has 9 institutional holders in Filings Flow’s 13F database, together reporting 68.4K shares worth $6M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Dimensional Fund Advisors LP.
Institutional Holders
9
Q1 2026
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $980M | 10.65M | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $847M | 9.20M | Q2 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.10% | $422M | 4.58M | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $375M | 4.07M | Q2 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.21% | $331M | 3.59M | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $234M | 2.54M | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $189M | 2.05M | Q2 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.10% | $179M | 1.95M | Q2 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.11% | $168M | 1.82M | Q2 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.04% | $163M | 1.77M | Q2 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $160M | 1.74M | Q2 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.01% | $160M | 1.74M | Q2 2025OLDER |
| Capital Research Global Investors$644.6B AUM | 0.03% | $156M | 1.70M | Q2 2025OLDER |
| Capital International Investors$426.5B AUM | 0.03% | $149M | 1.62M | Q2 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.59% | $130M | 1.41M | Q2 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $112M | 1.22M | Q2 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.14% | $111M | 1.20M | Q2 2025OLDER |
| NORGES BANK$0 AUM | 0.01% | $109M | 1.18M | Q2 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $108M | 1.18M | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $108M | 1.17M | Q2 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.18% | $107M | 1.12M | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.05% | $101M | 1.10M | Q2 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $99M | 1.07M | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $91M | 993.5K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.08% | $87M | 948.0K | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.08% | $82M | 888.5K | Q2 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $81M | 876.3K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $73M | 797.3K | Q2 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.03% | $73M | 794.5K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.06% | $70M | 757.1K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $70M | 755.7K | Q2 2025OLDER |
| FJ Capital Management LLC$888M AUM | 6.85% | $65M | 702.4K | Q2 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.84% | $60M | 647.6K | Q2 2025OLDER |
| Capital World Investors$732.9B AUM | 0.01% | $57M | 620.5K | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $44M | 477.1K | Q2 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.10% | $43M | 465.3K | Q2 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $39M | 426.1K | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $34M | 364.1K | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $30M | 330.0K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.06% | $29M | 317.8K | Q2 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.19% | $28M | 299.9K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $27M | 297.5K | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $27M | 294.4K | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.12% | $27M | 292.3K | Q2 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.18% | $27M | 291.8K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26M | 284.9K | Q2 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.04% | $25M | 276.0K | Q2 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $24M | 265.8K | Q2 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $23M | 245.9K | Q2 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.17% | $22M | 240.5K | Q2 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.05% | $22M | 236.0K | Q2 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.51% | $22M | 234.7K | Q2 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.12% | $21M | 229.1K | Q2 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 228.9K | Q2 2025OLDER |
| Stieven Capital Advisors, L.P.$468M AUM | 4.07% | $21M | 226.6K | Q2 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $21M | 224.8K | Q2 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $21M | 223.3K | Q2 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $20M | 220.5K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 219.5K | Q2 2025OLDER |
| PROSPECTOR PARTNERS LLC$47M AUM | 2.26% | $20M | 214.7K | Q2 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.04% | $19M | 208.0K | Q2 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $18M | 193.6K | Q2 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.20% | $18M | 192.3K | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.03% | $17M | 185.0K | Q2 2025OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.76% | $17M | 180.8K | Q2 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.03% | $16M | 173.8K | Q2 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $15M | 164.5K | Q2 2025OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.32% | $15M | 164.2K | Q2 2025OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.09% | $15M | 163.8K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $15M | 162.5K | Q2 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $14M | 157.2K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 153.9K | Q2 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 2.08% | $14M | 146.9K | Q2 2025OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.27% | $13M | 141.4K | Q2 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.06% | $13M | 140.8K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $12M | 134.6K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 128.8K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 127.8K | Q2 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.12% | $12M | 125.9K | Q2 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.04% | $12M | 125.4K | Q2 2025OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 1.58% | $11M | 122.5K | Q2 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.04% | $11M | 120.3K | Q2 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.06% | $11M | 118.4K | Q2 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $11M | 117.3K | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $11M | 116.6K | Q2 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $11M | 116.2K | Q2 2025OLDER |
| Channing Capital Management, LLC$3.9B AUM | 0.29% | $10M | 114.0K | Q2 2025OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.31% | $10M | 104.0K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $10M | 111.3K | Q2 2025OLDER |
| STRS OHIO$25.2B AUM | 0.04% | $10M | 108.4K | Q2 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $9M | 102.2K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 101.4K | Q2 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.83% | $9M | 101.3K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $9M | 96.9K | Q2 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $9M | 93.9K | Q2 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.20% | $8M | 90.6K | Q2 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.06% | $8M | 90.5K | Q2 2025OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.14% | $8M | 87.6K | Q2 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $8M | 82.7K | Q2 2025OLDER |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.01% | $7M | 80.3K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 79.4K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $7M | 72.2K | Q2 2025OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 1.04% | $7M | 71.5K | Q2 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $7M | 71.3K | Q2 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $7M | 70.8K | Q2 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.08% | $6M | 70.5K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 67.4K | Q2 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.39% | $6M | 67.2K | Q2 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.12% | $6M | 65.0K | Q2 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $6M | 63.3K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.15% | $6M | 62.1K | Q2 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.09% | $5M | 54.9K | Q2 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.14% | $5M | 54.8K | Q2 2025OLDER |
| Quantessence Capital LLC$21M AUM | 1.43% | $5M | 52.7K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.04% | $5M | 51.7K | Q2 2025OLDER |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.04% | $5M | 51.2K | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $5M | 50.0K | Q2 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $5M | 50.0K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 45.6K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.04% | $4M | 48.6K | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $4M | 47.1K | Q2 2025OLDER |
| Treasurer of the State of North Carolina$31.8B AUM | 0.01% | $4M | 46.9K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 46.7K | Q2 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $4M | 45.9K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 42.0K | Q3 2025OLDER |
| AMALGAMATED BANK$13.1B AUM | 0.03% | $4M | 45.0K | Q2 2025OLDER |
| Vest Financial, LLC$8.3B AUM | 0.06% | $4M | 43.3K | Q2 2025OLDER |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 0.41% | $4M | 42.8K | Q2 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $4M | 42.6K | Q2 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $4M | 40.4K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $4M | 38.6K | Q2 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $4M | 38.3K | Q2 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $3M | 37.9K | Q2 2025OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.63% | $3M | 37.4K | Q2 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.07% | $3M | 37.4K | Q2 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.14% | $3M | 36.1K | Q2 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.03% | $3M | 35.7K | Q2 2025OLDER |
| Hunter Perkins Capital Management, LLC$427M AUM | 0.77% | $3M | 35.4K | Q2 2025OLDER |
| Red Spruce Capital, LLC$287M AUM | 1.41% | $3M | 35.2K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 34.3K | Q2 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.05% | $3M | 34.2K | Q2 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $3M | 33.5K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 33.2K | Q2 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.07% | $3M | 33.1K | Q2 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.04% | $3M | 32.0K | Q2 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.18% | $3M | 32.0K | Q2 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 31.9K | Q2 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 31.9K | Q2 2025OLDER |
| SALZHAUER MICHAEL$212M AUM | 1.70% | $3M | 31.6K | Q2 2025OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.10% | $3M | 31.0K | Q2 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 30.5K | Q2 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.02% | $3M | 29.6K | Q2 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 29.6K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.11% | $3M | 28.5K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $3M | 28.4K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.07% | $3M | 28.1K | Q2 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.05% | $3M | 27.7K | Q2 2025OLDER |
| Sciencast Management LP$785M AUM | 0.52% | $3M | 27.3K | Q2 2025OLDER |
| PMC FIG Opportunities LLC$65M AUM | 3.70% | $3M | 27.2K | Q2 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.67% | $2M | 26.4K | Q2 2025OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 0.20% | $2M | 25.8K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 25.9K | Q2 2025OLDER |
| Petiole USA ltd$143M AUM | 1.67% | $2M | 25.7K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $2M | 25.7K | Q2 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.52% | $2M | 25.7K | Q2 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 25.3K | Q2 2025OLDER |
| Forest Hill Capital, LLC$152M AUM | 1.63% | $2M | 25.0K | Q2 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 24.9K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 24.8K | Q2 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $2M | 24.7K | Q2 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $2M | 23.9K | Q2 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 23.7K | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 23.2K | Q2 2025OLDER |
| Handelsbanken Fonder AB$30.0B AUM | 0.01% | $2M | 23.0K | Q2 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 22.3K | Q2 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.12% | $2M | 22.1K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 22.0K | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 21.8K | Q2 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 21.8K | Q2 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 19.2K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 20.0K | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 21.0K | Q2 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $2M | 20.2K | Q2 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $2M | 20.1K | Q2 2025OLDER |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM | 0.06% | $2M | 20.0K | Q2 2025OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.29% | $2M | 18.6K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.06% | $2M | 19.1K | Q2 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.06% | $2M | 18.9K | Q2 2025OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 0.80% | $2M | 18.5K | Q2 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.08% | $2M | 18.3K | Q2 2025OLDER |
| FORA Capital, LLC$1.4B AUM | 0.19% | $2M | 18.2K | Q2 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.14% | $2M | 17.8K | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 17.6K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 17.6K | Q2 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.03% | $2M | 17.4K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.20% | $2M | 16.1K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.04% | $2M | 16.5K | Q3 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.08% | $2M | 16.6K | Q2 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $2M | 16.4K | Q2 2025OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.04% | $2M | 16.3K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 16.3K | Q2 2025OLDER |
| Carlson Capital, L.P.$318M AUM | 0.60% | $1M | 15.9K | Q2 2025OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.72% | $1M | 14.7K | Q3 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 15.7K | Q2 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $1M | 15.7K | Q2 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.07% | $1M | 15.7K | Q2 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.21% | $1M | 15.6K | Q2 2025OLDER |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $1M | 15.4K | Q2 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.19% | $1M | 15.2K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 15.2K | Q2 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.31% | $1M | 14.7K | Q2 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 0.12% | $1M | 14.5K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 14.2K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 12.5K | Q3 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.01% | $1M | 13.3K | Q2 2025OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.07% | $1M | 12.3K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 13.1K | Q2 2025OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.40% | $1M | 13.0K | Q2 2025OLDER |
| Investors Research Corp$523M AUM | 0.22% | $1M | 12.1K | Q3 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $1M | 12.7K | Q2 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.13% | $1M | 12.6K | Q2 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.04% | $1M | 12.3K | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 12.3K | Q2 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.10% | $1M | 12.1K | Q2 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.09% | $1M | 11.9K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 11.4K | Q2 2025OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.02% | $1M | 11.3K | Q2 2025OLDER |
| Huber Capital Management LLC$647M AUM | 0.18% | $1M | 11.3K | Q2 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 11.2K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 11.0K | Q2 2025OLDER |
| State of Alaska, Department of Revenue$9.2B AUM | 0.01% | $1M | 11.0K | Q2 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $974,138 | 10.6K | Q2 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.18% | $964,750 | 10.5K | Q2 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.04% | $960,022 | 10.4K | Q2 2025OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 1.01% | $948,369 | 10.3K | Q2 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.11% | $937,326 | 10.2K | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $936,313 | 10.2K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $935,000 | 10.2K | Q2 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $919,012 | 10.0K | Q2 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $917,128 | 10.0K | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $913,054 | 9.9K | Q2 2025OLDER |
| SFMG, LLC$1.5B AUM | 0.07% | $906,942 | 9.9K | Q2 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $905,238 | 9.8K | Q2 2025OLDER |
| 111 Capital$406M AUM | 0.16% | $902,998 | 9.8K | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $893,059 | 9.7K | Q2 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.30% | $881,634 | 9.5K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $881,279 | 9.6K | Q2 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $870,649 | 8.8K | Q3 2025OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.64% | $864,162 | 9.4K | Q2 2025OLDER |
| AlphaQuest LLC$0 AUM | 0.08% | $848,609 | 9.2K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $840,000 | 8.5K | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $786,212 | 8.5K | Q2 2025OLDER |
| Lummis Asset Management, LP$167M AUM | 0.47% | $784,731 | 8.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $784,632 | 7.9K | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.03% | $755,169 | 7.6K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $734,583 | 8.0K | Q2 2025OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.04% | $729,798 | 7.9K | Q2 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $729,154 | 7.9K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $717,834 | 7.8K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $714,514 | 7.0K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $691,497 | 7.5K | Q2 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $684,151 | 7.4K | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $675,408 | 7.3K | Q2 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.36% | $674,395 | 7.3K | Q2 2025OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.41% | $662,708 | 7.2K | Q2 2025OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.14% | $662,616 | 7.2K | Q2 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $655,933 | 7.1K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $647,340 | 7.0K | Q2 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.11% | $638,166 | 6.9K | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $631,418 | 6.9K | Q2 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $630,148 | 6.8K | Q2 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $616,785 | 6.7K | Q2 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $616,325 | 6.7K | Q2 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.16% | $613,656 | 6.7K | Q2 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.07% | $613,380 | 6.7K | Q2 2025OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.03% | $612,920 | 6.7K | Q2 2025OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.06% | $604,729 | 6.6K | Q2 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.05% | $604,072 | 6.6K | Q2 2025OLDER |
| First National Advisers, LLC$683M AUM | 0.09% | $594,422 | 6.5K | Q2 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.07% | $583,899 | 6.3K | Q2 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $574,635 | 6.2K | Q2 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $563,684 | 6.1K | Q2 2025OLDER |
| Cutler Capital Management, LLC$370M AUM | 0.18% | $562,324 | 5.7K | Q3 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.02% | $552,180 | 6.0K | Q2 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.04% | $550,892 | 6.0K | Q2 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $548,000 | 6.0K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $540,958 | 5.9K | Q2 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.04% | $537,904 | 5.8K | Q2 2025OLDER |
| PITCAIRN CO$0 AUM | 0.04% | $536,995 | 5.8K | Q2 2025OLDER |
| Minerva Advisors LLC$155M AUM | 0.34% | $520,869 | 5.7K | Q2 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.06% | $520,614 | 5.7K | Q2 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.09% | $517,761 | 5.6K | Q2 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $514,234 | 5.7K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $511,963 | 5.6K | Q2 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $509,846 | 5.5K | Q2 2025OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.13% | $507,500 | 5.1K | Q3 2025OLDER |
| CFO4Life Group, LLC$656M AUM | 0.08% | $498,733 | 5.4K | Q2 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.01% | $487,851 | 5.3K | Q2 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.05% | $484,629 | 5.3K | Q2 2025OLDER |
| Neo Ivy Capital Management$379M AUM | 0.15% | $478,556 | 5.2K | Q2 2025OLDER |
| Angel Oak Capital Advisors, LLC$90M AUM | 0.68% | $478,556 | 5.2K | Q2 2025OLDER |
| First City Capital Management, Inc.$189M AUM | 0.26% | $474,675 | 4.8K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $471,583 | 5.1K | Q2 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $461,899 | 5.0K | Q2 2025OLDER |
| NJ State Employees Deferred Compensation Plan$0 AUM | 0.05% | $460,150 | 5.0K | Q2 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.07% | $457,021 | 5.0K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $451,039 | 4.9K | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $449,014 | 4.9K | Q2 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $448,554 | 4.9K | Q2 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $445,425 | 4.8K | Q2 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $443,759 | 4.9K | Q2 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $442,168 | 4.8K | Q2 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.02% | $435,210 | 4.7K | Q2 2025OLDER |
| Cornerstone Management, Inc.$628M AUM | 0.08% | $432,910 | 4.7K | Q2 2025OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.07% | $432,875 | 4.7K | Q2 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $430,608 | 4.7K | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $427,000 | 4.6K | Q2 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $422,614 | 4.6K | Q2 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.25% | $413,123 | 4.5K | Q2 2025OLDER |
| INGALLS & SNYDER LLC$2.8B AUM | 0.01% | $409,000 | 4.4K | Q2 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $407,234 | 4.4K | Q2 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $401,711 | 4.4K | Q2 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $398,951 | 4.3K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $388,936 | 4.2K | Q2 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $386,750 | 4.0K | Q2 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $379,072 | 4.1K | Q2 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $371,986 | 4.0K | Q2 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.07% | $356,156 | 3.9K | Q2 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $352,474 | 3.8K | Q2 2025OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.15% | $351,147 | 3.6K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $346,288 | 3.8K | Q2 2025OLDER |
| PharVision Advisers, LLC$10M AUM | 0.49% | $342,904 | 3.7K | Q2 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $339,369 | 3.7K | Q2 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $331,584 | 3.6K | Q2 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $331,331 | 3.4K | Q2 2025OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.13% | $328,973 | 3.6K | Q2 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $328,364 | 3.6K | Q2 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.01% | $324,661 | 3.5K | Q2 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $320,448 | 3.5K | Q2 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $318,267 | 3.5K | Q3 2025OLDER |
| DMC Group, LLC$148M AUM | 0.24% | $314,835 | 3.4K | Q2 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $308,792 | 3.4K | Q2 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $300,110 | 3.3K | Q2 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $297,309 | 3.2K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $295,693 | 3.2K | Q2 2025OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.06% | $293,668 | 3.2K | Q2 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.02% | $293,325 | 3.2K | Q2 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $292,748 | 3.2K | Q2 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $290,235 | 3.1K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $289,987 | 3.2K | Q2 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $289,278 | 3.1K | Q2 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $283,176 | 3.1K | Q2 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $282,900 | 3.1K | Q2 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $282,532 | 3.1K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $276,550 | 3.0K | Q2 2025OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.02% | $276,090 | 3.0K | Q2 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $274,952 | 2.7K | Q3 2025OLDER |
| Weil Company, Inc.$445M AUM | 0.07% | $273,329 | 3.0K | Q2 2025OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.12% | $273,079 | 2.8K | Q3 2025OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.14% | $261,825 | 2.8K | Q2 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $261,549 | 2.8K | Q2 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $257,126 | 2.6K | Q3 2025OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.10% | $255,843 | 2.8K | Q2 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $252,346 | 2.7K | Q2 2025OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.00% | $250,598 | 2.7K | Q2 2025OLDER |
| IFG Advisory, LLC$35M AUM | 0.01% | $245,961 | 2.7K | Q2 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $245,063 | 2.7K | Q2 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $242,223 | 2.6K | Q2 2025OLDER |
| De Lisle Partners LLP$836M AUM | 0.03% | $239,370 | 2.6K | Q2 2025OLDER |
| Corton Capital Inc.$41M AUM | 0.28% | $236,241 | 2.6K | Q2 2025OLDER |
| Norris Financial Group, LLC$108M AUM | 0.17% | $235,530 | 3.0K | Q1 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $226,017 | 2.3K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $225,474 | 2.5K | Q2 2025OLDER |
| Mill Capital Management, LLC$1.3B AUM | 0.02% | $224,461 | 2.4K | Q2 2025OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.06% | $222,914 | 2.4K | Q2 2025OLDER |
| KBC Group NV$39.9B AUM | 0.00% | $221,000 | 2.4K | Q2 2025OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.01% | $219,507 | 2.4K | Q2 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $217,602 | 2.4K | Q2 2025OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.01% | $217,283 | 2.4K | Q2 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.04% | $214,982 | 2.3K | Q2 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.03% | $213,326 | 2.3K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $210,000 | 2.3K | Q2 2025OLDER |
| Ceeto Capital Group, LLC$326M AUM | 0.07% | $208,000 | 2.3K | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $175,778 | 1.9K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $168,323 | 1.8K | Q2 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $160,132 | 1.7K | Q2 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.03% | $150,929 | 1.6K | Q2 2025OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $138,045 | 1.5K | Q2 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $131,603 | 1.4K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $121,873 | 1.3K | Q2 2025OLDER |
| Quarry LP$558M AUM | 0.03% | $121,664 | 1.3K | Q2 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $119,271 | 1.3K | Q2 2025OLDER |
| Corsicana & Co.$158M AUM | 0.07% | $111,384 | 1.2K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $108,595 | 1.2K | Q2 2025OLDER |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.00% | $103,000 | 1.1K | Q2 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.01% | $101,233 | 1.1K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $100,313 | 1.1K | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $98,749 | 1.1K | Q2 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $97,644 | 1.1K | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $85,819 | 868 | Q3 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $82,000 | 889 | Q2 2025OLDER |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.00% | $69,000 | 746 | Q2 2025OLDER |
| BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM | 0.00% | $66,000 | 720 | Q2 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $59,820 | 650 | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $56,862 | 625 | Q2 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $54,478 | 551 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $53,377 | 580 | Q2 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $49,512 | 538 | Q2 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $45,927 | 499 | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $44,174 | 480 | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $43,162 | 469 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $40,697 | 447 | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $39,481 | 429 | Q2 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $34,787 | 378 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $34,235 | 372 | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $33,039 | 359 | Q2 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $32,303 | 351 | Q2 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $31,441 | 325 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $31,342 | 317 | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $27,055 | 294 | Q2 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $26,229 | 285 | Q2 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $21,903 | 238 | Q2 2025OLDER |
| Harvest Fund Management Co., Ltd$2.4B AUM | 0.00% | $19,000 | 192 | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $18,130 | 197 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $17,976 | 182 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $16,412 | 166 | Q3 2025OLDER |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $16,000 | 164 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $15,355 | 167 | Q2 2025OLDER |
| City State Bank$385M AUM | 0.00% | $13,805 | 150 | Q2 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $13,655 | 148 | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $13,620 | 148 | Q2 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $12,884 | 140 | Q2 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $12,873 | 140 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $12,792 | 139 | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,148 | 132 | Q2 2025OLDER |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.00% | $11,645 | 125 | Q2 2025OLDER |
| State of Wyoming$844M AUM | 0.00% | $11,504 | 125 | Q2 2025OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $11,044 | 120 | Q2 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $10,002 | 105 | Q2 2025OLDER |
| Hemington Wealth Management$769M AUM | 0.00% | $10,000 | 118 | Q2 2025OLDER |
| Covestor Ltd$144M AUM | 0.01% | $9,000 | 101 | Q2 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $8,559 | 93 | Q2 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $7,867 | 85 | Q2 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $7,270 | 79 | Q2 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $6,903 | 75 | Q2 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $5,338 | 58 | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,246 | 57 | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $4,050 | 44 | Q2 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $4,049 | 44 | Q2 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,682 | 40 | Q2 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,682 | 40 | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,589 | 39 | Q2 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,577 | 28 | Q2 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,301 | 25 | Q2 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $2,117 | 23 | Q2 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,933 | 21 | Q2 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,815 | 19 | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,657 | 18 | Q2 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,473 | 16 | Q2 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,196 | 13 | Q2 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,123 | 11 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,117 | 12 | Q2 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,013 | 11 | Q2 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $920 | 10 | Q2 2025OLDER |
| Cromwell Holdings LLC$223M AUM | 0.00% | $736 | 8 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $593 | 6 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $552 | 6 | Q2 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.00% | $461 | 5 | Q2 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $460 | 5 | Q2 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $460 | 5 | Q2 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $368 | 4 | Q2 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $368 | 4 | Q2 2025OLDER |
| Transce3nd, LLC$11M AUM | 0.00% | $368 | 4 | Q2 2025OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.00% | $344 | 4 | Q2 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $277 | 3 | Q2 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $276 | 3 | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $276 | 3 | Q2 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $185 | 2 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $102 | 1 | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $93 | 1 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $93 | 1 | Q2 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $92 | 1 | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $92 | 1 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.