TOTALENERGIES SE
CUSIP 89151E109
Totalenergies SE has 22 institutional holders in Filings Flow’s 13F database, together reporting 912.9K shares worth $75M as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Aristotle Capital Management, LLC, and FMR LLC.
Institutional Holders
22
Q1 2026
Reported Value
$75M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EQUITY INVESTMENT CORP$5.1B AUM | 2.82% | $135M | 2.25M | Q3 2025OLDER |
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 2.33% | $9M | 103.3K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 1.82% | $19M | 312.3K | Q3 2025OLDER |
| Allied Investment Advisors, LLC$697M AUM | 1.71% | $11M | 179.9K | Q3 2025OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 1.66% | $9M | 147.4K | Q3 2025OLDER |
| Axecap Investments, LLC$145M AUM | 1.51% | $2M | 40.9K | Q3 2025OLDER |
| Martin Capital Partners, LLC$272M AUM | 1.45% | $3,727 | 62.4K | Q3 2025OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.44% | $6M | 99.7K | Q3 2025OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.41% | $730M | 12.24M | Q3 2025OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.34% | $66M | 1.11M | Q3 2025OLDER |
| Hudson Portfolio Management LLC$119M AUM | 1.21% | $1M | 22.9K | Q3 2025OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 1.10% | $5M | 91.3K | Q3 2025OLDER |
| DMKC Advisory Services, LLC$530M AUM | 1.07% | $2M | 35.5K | Q3 2025OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.02% | $1M | 22.6K | Q3 2025OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.98% | $14M | 218.6K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.96% | $18M | 299.9K | Q3 2025OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.93% | $3M | 50.0K | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.93% | $2M | 41.0K | Q3 2025OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.89% | $3M | 56.0K | Q3 2025OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.89% | $4M | 64.8K | Q3 2025OLDER |
| PARK CIRCLE Co$108M AUM | 0.84% | $909,800 | 10.0K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.79% | $1M | 20.4K | Q3 2025OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.77% | $4M | 71.4K | Q3 2025OLDER |
| First Bank & Trust$680M AUM | 0.76% | $5M | 75.4K | Q3 2025OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.74% | $23M | 385.1K | Q3 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.74% | $5M | 79.3K | Q3 2025OLDER |
| Ledyard National Bank$1.2B AUM | 0.70% | $8M | 131.6K | Q3 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.69% | $7M | 119.1K | Q3 2025OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.69% | $8M | 132.2K | Q3 2025OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.66% | $9M | 150.0K | Q3 2025OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.65% | $8M | 127.4K | Q3 2025OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.62% | $3M | 44.0K | Q3 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.59% | $711,203 | 11.9K | Q3 2025OLDER |
| Persium Advisors, LLC$127M AUM | 0.56% | $753,885 | 12.6K | Q3 2025OLDER |
| Code Waechter LLC$168M AUM | 0.54% | $820,133 | 14.1K | Q3 2025OLDER |
| Old Port Advisors$434M AUM | 0.50% | $2M | 33.6K | Q3 2025OLDER |
| Manske Wealth Management$357M AUM | 0.50% | $2M | 27.2K | Q3 2025OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.49% | $47M | 501.8K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.48% | $1M | 18.7K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.43% | $1.2B | 19.96M | Q3 2025OLDER |
| Cadence Bank$1.7B AUM | 0.42% | $7M | 115.6K | Q3 2025OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.41% | $759,913 | 12.7K | Q3 2025OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.41% | $477,520 | 8.0K | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.40% | $229M | 3.84M | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.39% | $8M | 133.1K | Q3 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.38% | $2M | 38.8K | Q3 2025OLDER |
| Cardinal Capital Management$776M AUM | 0.38% | $3M | 44.7K | Q3 2025OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.37% | $46M | 766.3K | Q3 2025OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.36% | $2M | 31.0K | Q3 2025OLDER |
| Plan A Wealth LLC$209M AUM | 0.35% | $694,093 | 11.6K | Q3 2025OLDER |
| First Pacific Financial$777M AUM | 0.34% | $2M | 40.7K | Q3 2025OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.34% | $1M | 11.4K | Q1 2026OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.33% | $2M | 30.9K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.33% | $18M | 298.5K | Q3 2025OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.32% | $622,149 | 10.4K | Q3 2025OLDER |
| Greenline Partners, LLC$930M AUM | 0.32% | $3M | 43.7K | Q3 2025OLDER |
| First County Bank /CT/$213M AUM | 0.32% | $618,388 | 10.4K | Q3 2025OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.31% | $333,362 | 5.6K | Q3 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.31% | $1M | 21.1K | Q3 2025OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.31% | $1M | 21.9K | Q3 2025OLDER |
| Intellectus Partners, LLC$490M AUM | 0.31% | $2M | 26.0K | Q3 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.30% | $1M | 17.9K | Q3 2025OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.30% | $4M | 59.6K | Q3 2025OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.29% | $380,762 | 6.4K | Q3 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.29% | $2M | 28.3K | Q3 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.29% | $3M | 42.1K | Q3 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.29% | $7M | 114.1K | Q3 2025OLDER |
| Abundance Wealth Counselors$697M AUM | 0.28% | $2M | 27.4K | Q3 2025OLDER |
| J2 Capital Management Inc$146M AUM | 0.28% | $371,809 | 6.2K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.28% | $12M | 193.9K | Q3 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.28% | $1M | 20.5K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.27% | $675,631 | 11.3K | Q3 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.27% | $2M | 39.5K | Q3 2025OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.26% | $6M | 95.1K | Q3 2025OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.25% | $727,621 | 12.2K | Q3 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.25% | $1M | 18.7K | Q3 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.23% | $77M | 1.30M | Q3 2025OLDER |
| IFS Group,LLC$112M AUM | 0.23% | $265,178 | 4.4K | Q3 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.23% | $591,741 | 9.6K | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.23% | $332,593 | 5.6K | Q3 2025OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.23% | $4M | 73.3K | Q3 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.22% | $13M | 220.8K | Q3 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.22% | $556,370 | 9.3K | Q3 2025OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.22% | $449,108 | 7.5K | Q3 2025OLDER |
| Renasant Bank$141M AUM | 0.22% | $339,099 | 5.7K | Q3 2025OLDER |
| BayBridge Capital Group, LLC$161M AUM | 0.19% | $304,479 | 5.1K | Q3 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.19% | $5M | 90.6K | Q3 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.19% | $2M | 30.4K | Q3 2025OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.19% | $529,384 | 8.6K | Q3 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.18% | $1M | 23.7K | Q3 2025OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.18% | $14M | 233.9K | Q3 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.18% | $3M | 43.3K | Q3 2025OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.18% | $1M | 20.9K | Q3 2025OLDER |
| Lantz Financial LLC$546M AUM | 0.18% | $802,174 | 13.4K | Q3 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.18% | $2M | 35.5K | Q3 2025OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.17% | $415,801 | 7.0K | Q3 2025OLDER |
| MILLER VALUE PARTNERS, LLC$383M AUM | 0.17% | $456,628 | 7.7K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.17% | $233,925 | 3.9K | Q3 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.17% | $181,398 | 3.0K | Q3 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.17% | $295,645 | 5.0K | Q3 2025OLDER |
| EPG Wealth Management LLC$369M AUM | 0.16% | $596,124 | 10.0K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.16% | $556,370 | 9.3K | Q3 2025OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.16% | $5M | 76.8K | Q3 2025OLDER |
| Sunpointe, LLC$305M AUM | 0.16% | $444,118 | 7.3K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.16% | $2M | 35.0K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.16% | $1M | 18.8K | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.16% | $5M | 86.4K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.15% | $5M | 85.6K | Q3 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.15% | $597,974 | 10.0K | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.15% | $712,460 | 11.9K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.15% | $10M | 168.0K | Q3 2025OLDER |
| HEADINVEST, LLC$488M AUM | 0.15% | $716,280 | 12.0K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.15% | $8M | 131.6K | Q3 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.15% | $248,151 | 4.0K | Q3 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.14% | $241,506 | 4.0K | Q3 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.14% | $257,562 | 4.3K | Q3 2025OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.14% | $266,456 | 4.5K | Q3 2025OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.14% | $234,176 | 3.9K | Q3 2025OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.14% | $261,603 | 4.4K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.14% | $757,585 | 12.7K | Q3 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.14% | $2M | 37.7K | Q3 2025OLDER |
| Henry James International Management Inc.$334M AUM | 0.13% | $426,425 | 7.1K | Q3 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.13% | $243,455 | 4.0K | Q3 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.13% | $3M | 53.3K | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.13% | $6M | 95.6K | Q3 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.13% | $604,984 | 10.0K | Q3 2025OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.13% | $552,132 | 9.3K | Q3 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.13% | $302,552 | 5.1K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.13% | $19M | 311.4K | Q3 2025OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.12% | $11M | 190.5K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.12% | $63M | 1.06M | Q3 2025OLDER |
| Energy Income Partners, LLC$6.2B AUM | 0.12% | $8M | 82.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.12% | $402,783 | 6.7K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.12% | $945,106 | 15.8K | Q3 2025OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.12% | $406,085 | 6.8K | Q3 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.12% | $662,954 | 11.1K | Q3 2025OLDER |
| Crumly & Associates Inc.$522M AUM | 0.12% | $534,600 | 9.0K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.12% | $2M | 35.0K | Q3 2025OLDER |
| Peak Planning Group, LLC$228M AUM | 0.12% | $263,456 | 4.1K | Q2 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.12% | $37M | 613.1K | Q3 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.11% | $405,156 | 6.8K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.11% | $522,586 | 8.8K | Q3 2025OLDER |
| one8zero8, LLC$449M AUM | 0.11% | $525,272 | 8.8K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.11% | $5M | 78.9K | Q3 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.11% | $239,954 | 4.0K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.11% | $3M | 57.4K | Q3 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.11% | $3M | 53.4K | Q3 2025OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.11% | $624,835 | 10.5K | Q3 2025OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.11% | $280,006 | 4.7K | Q3 2025OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.11% | $262,280 | 4.4K | Q3 2025OLDER |
| Aries Wealth Management$455M AUM | 0.11% | $457,464 | 7.7K | Q3 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.11% | $123,857 | 2.1K | Q3 2025OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.11% | $1M | 20.0K | Q3 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.10% | $216,317 | 3.6K | Q3 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.10% | $85M | 1.43M | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.10% | $4M | 74.4K | Q3 2025OLDER |
| U S GLOBAL INVESTORS INC$858M AUM | 0.10% | $895,350 | 15.0K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.10% | $3M | 52.3K | Q3 2025OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.09% | $432,156 | 7.2K | Q3 2025OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.09% | $7M | 71.6K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.09% | $7M | 116.1K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.09% | $3M | 50.0K | Q3 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.09% | $306,389 | 5.1K | Q3 2025OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.09% | $1M | 19.6K | Q3 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.09% | $212,496 | 3.6K | Q3 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.09% | $7M | 122.5K | Q3 2025OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.09% | $210,811 | 3.5K | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.09% | $351M | 5.88M | Q3 2025OLDER |
| VPR Management LLC$250M AUM | 0.09% | $195,830 | 3.0K | Q4 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.09% | $305,732 | 5.1K | Q3 2025OLDER |
| WRAPMANAGER INC$288M AUM | 0.09% | $278,215 | 4.7K | Q3 2025OLDER |
| Bank & Trust Co$148M AUM | 0.09% | $115,799 | 1.9K | Q3 2025OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.08% | $15M | 251.0K | Q3 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.08% | $748,798 | 12.5K | Q3 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.08% | $418,069 | 7.0K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.08% | $3M | 50.8K | Q3 2025OLDER |
| Sawyer & Company, Inc$260M AUM | 0.08% | $203,795 | 2.2K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.08% | $83,566 | 1.4K | Q3 2025OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.08% | $562,936 | 9.4K | Q3 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.08% | $268,075 | 4.5K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.08% | $568,846 | 9.5K | Q3 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.08% | $1M | 17.9K | Q3 2025OLDER |
| Corsicana & Co.$158M AUM | 0.07% | $113,660 | 1.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.07% | $1M | 19.9K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.07% | $390M | 6.18M | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.07% | $4M | 59.9K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 102.0K | Q3 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.07% | $292,989 | 4.9K | Q3 2025OLDER |
| Recurrent Investment Advisors LLC$1.7B AUM | 0.07% | $897,618 | 15.0K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.07% | $2M | 26.1K | Q3 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.07% | $5M | 75.6K | Q3 2025OLDER |
| FCA CORP /TX$354M AUM | 0.07% | $238,760 | 4.0K | Q3 2025OLDER |
| Hendershot Investments Inc.$744M AUM | 0.07% | $519,762 | 7.9K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.07% | $857,706 | 14.4K | Q3 2025OLDER |
| Hartford Funds Management Co LLC$1.2B AUM | 0.07% | $768,825 | 12.9K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.07% | $4M | 64.3K | Q3 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.06% | $5M | 79.5K | Q3 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.06% | $635,281 | 10.6K | Q3 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.06% | $10M | 164.0K | Q3 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.06% | $639,877 | 10.7K | Q3 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.06% | $522,467 | 8.8K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.06% | $11M | 182.1K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.06% | $333M | 5.58M | Q3 2025OLDER |
| Monument Capital Management$399M AUM | 0.06% | $249,146 | 4.2K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $193M | 3.23M | Q3 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.06% | $490,891 | 8.2K | Q3 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.06% | $269,083 | 4.5K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.06% | $6M | 97.6K | Q3 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.06% | $858,454 | 14.4K | Q3 2025OLDER |
| Wolff Financial Management LLC$453M AUM | 0.06% | $252,131 | 4.2K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.06% | $54M | 897.2K | Q3 2025OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.06% | $259,234 | 4.3K | Q3 2025OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.06% | $530,595 | 5.8K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.06% | $317M | 5.31M | Q3 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.05% | $23M | 377.1K | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 22.5K | Q3 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $213,571 | 3.6K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.05% | $106M | 1.77M | Q3 2025OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.05% | $353,424 | 5.9K | Q3 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 18.9K | Q3 2025OLDER |
| First Nebraska Trust Co$591M AUM | 0.05% | $308,686 | 4.8K | Q2 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.05% | $999,420 | 16.7K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.05% | $4M | 59.2K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $751,139 | 12.6K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $8M | 130.3K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $173M | 2.90M | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.05% | $15M | 250.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $43M | 727.0K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $782,462 | 13.1K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.05% | $32M | 537.3K | Q3 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.05% | $576,844 | 9.7K | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.05% | $224,793 | 3.8K | Q3 2025OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.05% | $250,698 | 4.2K | Q3 2025OLDER |
| SOMERVILLE KURT F$379M AUM | 0.05% | $292,481 | 4.9K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.05% | $29M | 476.4K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $743,972 | 12.1K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $869,638 | 14.6K | Q3 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.05% | $9M | 143.0K | Q3 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $368,526 | 6.2K | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.04% | $13M | 221.8K | Q3 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.04% | $243,649 | 4.1K | Q3 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $245,684 | 4.1K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.04% | $333,226 | 5.6K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $46M | 767.8K | Q3 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.04% | $250,579 | 4.2K | Q3 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.04% | $271,828 | 4.6K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $577,995 | 9.5K | Q3 2025OLDER |
| Hilltop National Bank$468M AUM | 0.04% | $162,536 | 2.7K | Q3 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.04% | $693,359 | 11.6K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $1M | 17.9K | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.04% | $56,557 | 932 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $569M | 9.54M | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $2M | 33.0K | Q3 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.04% | $234,194 | 3.9K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.04% | $626,088 | 10.5K | Q3 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.04% | $51,768 | 569 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $701M | 11.74M | Q3 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.04% | $1M | 17.9K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 78.4K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $316,894 | 5.3K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $1M | 24.9K | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.04% | $194,343 | 3.3K | Q3 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.04% | $291,035 | 4.9K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.04% | $2M | 37.6K | Q3 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.04% | $3M | 53.4K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $26M | 432.6K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $416,986 | 7.0K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $250,280 | 4.2K | Q3 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.03% | $999,807 | 16.8K | Q3 2025OLDER |
| Capital International Investors$426.5B AUM | 0.03% | $211M | 3.42M | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 53.5K | Q3 2025OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.03% | $242,580 | 4.1K | Q3 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.03% | $530,047 | 8.9K | Q3 2025OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.03% | $1M | 23.5K | Q3 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $619,940 | 10.4K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 21.9K | Q3 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $725,566 | 11.1K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $220,376 | 3.7K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $988,597 | 16.3K | Q3 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.03% | $77,597 | 1.3K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 17.2K | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $937,751 | 15.7K | Q3 2025OLDER |
| General Partner, Inc.$186M AUM | 0.03% | $59,690 | 1.0K | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $3M | 48.0K | Q3 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.03% | $21M | 335.4K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $224,554 | 3.8K | Q3 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $369,123 | 6.2K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $12M | 195.6K | Q3 2025OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.03% | $2M | 28.2K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 38.2K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 45.8K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $2M | 35.2K | Q3 2025OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $306,913 | 5.1K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $3M | 50.0K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 18.0K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $40M | 670.8K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 77.9K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 186.6K | Q3 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.03% | $427,022 | 7.2K | Q3 2025OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.03% | $268,903 | 4.5K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $14M | 228.0K | Q3 2025OLDER |
| Knott David M Jr$168M AUM | 0.03% | $71,628 | 1.2K | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.03% | $223,181 | 3.7K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $544,731 | 9.1K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $219,480 | 3.7K | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.03% | $336,334 | 5.6K | Q3 2025OLDER |
| Legacy Bridge, LLC$262M AUM | 0.03% | $65,600 | 1.1K | Q3 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $515,841 | 8.6K | Q3 2025OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.03% | $4M | 64.6K | Q3 2025OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $368,646 | 6.2K | Q3 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $305,866 | 5.0K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $441M | 7.39M | Q3 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $376,226 | 6.3K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $329,905 | 5.3K | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.03% | $247,632 | 4.15M | Q3 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.03% | $56,646 | 949 | Q3 2025OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.03% | $836,868 | 13.6K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $1M | 25.0K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $286,462 | 4.8K | Q3 2025OLDER |
| LGT Group Foundation$8.2B AUM | 0.03% | $2M | 36.2K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $356,932 | 6.0K | Q3 2025OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.03% | $820,043 | 13.7K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $86M | 1.44M | Q3 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.02% | $6,812 | 114.1K | Q3 2025OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.02% | $106,786 | 1.8K | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $297,615 | 5.0K | Q3 2025OLDER |
| GQG Partners LLC$63.1B AUM | 0.02% | $16M | 260.6K | Q3 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $722,786 | 12.1K | Q3 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.02% | $51,956 | 856 | Q3 2025OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.02% | $417,830 | 7.0K | Q3 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $294,869 | 4.9K | Q3 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $291,765 | 4.9K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $623,164 | 10.4K | Q3 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $372,824 | 6.2K | Q3 2025OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.02% | $41,783 | 700 | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $398,490 | 6.7K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $11M | 180.8K | Q3 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $367,803 | 6.1K | Q3 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.02% | $42,857 | 718 | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $654,023 | 11.0K | Q3 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $268,724 | 4.5K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $5M | 91.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 304.8K | Q3 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $970,679 | 16.3K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $371,570 | 6.2K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $170M | 2.84M | Q3 2025OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $574,516 | 9.6K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 36.0K | Q3 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.02% | $346,620 | 5.8K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 90.7K | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $571,592 | 9.6K | Q3 2025OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.02% | $9M | 146.1K | Q3 2025OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.02% | $44,768 | 750 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $306,628 | 5.1K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $335M | 5.61M | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 25.2K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $950,743 | 15.9K | Q3 2025OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.02% | $1M | 24.8K | Q3 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.02% | $65,062 | 1.1K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $203,722 | 3.4K | Q3 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $1M | 17.6K | Q3 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $629,970 | 10.4K | Q3 2025OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.02% | $5M | 80.2K | Q3 2025OLDER |
| Brentview Investment Management LLC$231M AUM | 0.02% | $41,365 | 693 | Q3 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $348,590 | 5.8K | Q3 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.02% | $1M | 18.7K | Q3 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.02% | $30,323 | 508 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $466,431 | 7.8K | Q3 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $247,355 | 4.1K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $896,007 | 15.0K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $700,878 | 11.7K | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $263,047 | 4.4K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $268,763 | 4.5K | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $10M | 167.9K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 23.6K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $5,951 | 99.7K | Q3 2025OLDER |
| Field & Main Bank$344M AUM | 0.02% | $59,680 | 1.0K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $377,868 | 6.3K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $296,361 | 5.0K | Q3 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.02% | $4M | 70.1K | Q3 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.02% | $6M | 100.5K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $2M | 32.9K | Q3 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $815,886 | 13.7K | Q3 2025OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.02% | $3M | 48.3K | Q3 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $259,032 | 4.3K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $123M | 2.06M | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $12M | 203.7K | Q3 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $10M | 164.1K | Q3 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $225,801 | 3.7K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $704,025 | 11.3K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $9M | 158.9K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $25M | 423.4K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.02% | $118,186 | 2.0K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $4M | 67.1K | Q3 2025OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.01% | $513,274 | 8.6K | Q3 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.01% | $80,641 | 1.4K | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $177,757 | 3.0K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $39,455 | 661 | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $625,622 | 6.9K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.01% | $34,740 | 582 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $21M | 340.1K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $4M | 62.9K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $1M | 18.1K | Q3 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $213,631 | 3.6K | Q3 2025OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.01% | $1M | 24.6K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $622,381 | 10.4K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $613,176 | 10.3K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $522,108 | 8.7K | Q3 2025OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.01% | $29,845 | 500 | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 114.3K | Q3 2025OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.01% | $147,613 | 2.5K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $31M | 516.9K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $489,518 | 8.2K | Q3 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $17,877 | 299 | Q3 2025OLDER |
| Perpetual Ltd$6.5B AUM | 0.01% | $1M | 17.9K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $356,102 | 6.0K | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.01% | $465,761 | 7.8K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $57M | 958.0K | Q3 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $22M | 375.9K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $853,269 | 14.3K | Q3 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $3M | 44.8K | Q3 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.01% | $109,889 | 1.8K | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $5M | 80.7K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $213,093 | 3.6K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $111M | 1.86M | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $82M | 1.38M | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $53,662 | 899 | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $437,181 | 7.3K | Q3 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $58,376 | 978 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $488,025 | 8.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 45.5K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $202,588 | 3.4K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 20.6K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $847,658 | 14.2K | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $4M | 69.9K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $330,921 | 5.5K | Q3 2025OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.01% | $59,690 | 1.0K | Q3 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $856,850 | 14.4K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $998,248 | 16.7K | Q3 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $580,104 | 9.7K | Q3 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $295,916 | 5.0K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $270,754 | 4.5K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $30M | 495.7K | Q3 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $19,161 | 321 | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.01% | $2M | 39.9K | Q3 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $13M | 226.0K | Q3 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $948,775 | 15.9K | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $79,149 | 1.3K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $66,000 | 1.1K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $724,935 | 12.1K | Q3 2025OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.01% | $243,774 | 4.1K | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $303,166 | 5.1K | Q3 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $238,432 | 4.0K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $151,016 | 2.5K | Q3 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.01% | $29,845 | 500 | Q3 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $348,327 | 5.8K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $467,731 | 7.8K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 105.6K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $43M | 704.7K | Q4 2025OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.01% | $28,890 | 484 | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 22.8K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 17.8K | Q3 2025OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $17,907 | 300 | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $252,847 | 4.2K | Q3 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.01% | $41,783 | 700 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $18M | 44.6K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 23.0K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 25.6K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $9M | 149.7K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 24.0K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $442,782 | 7.4K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $616,718 | 10.3K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.01% | $12M | 197.5K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $23,876 | 400 | Q3 2025OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.01% | $26,675 | 447 | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $467,059 | 7.8K | Q3 2025OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $644,775 | 7.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $479,729 | 8.0K | Q3 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.01% | $45,513 | 750 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $5M | 87.6K | Q3 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.01% | $432,932 | 7.3K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 96.2K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $496,454 | 8.3K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $221,032 | 3.7K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 97.3K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $930,403 | 15.6K | Q3 2025OLDER |
| Pingora Partners LLC$169M AUM | 0.01% | $12,475 | 209 | Q3 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $268,605 | 4.5K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $326,478 | 5.4K | Q3 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $253,169 | 4.2K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $72,962 | 1.2K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $238,224 | 3.9K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $688,345 | 11.5K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $29,845 | 500 | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $119,380 | 2.0K | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $562,658 | 9.3K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $297,256 | 5.0K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $678,138 | 11.4K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 42.0K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $6M | 107.3K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.