TRVTRAVELERS COMPANIES INC
CUSIP 89417E109 · Yahoo Finance ↗ · Google Finance ↗
Travelers Companies Inc (TRV) has 1,768 institutional holders in Filings Flow’s 13F database, together reporting 177.33M shares worth $50.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.
Institutional Holders
1,768
Q1 2026
Reported Value
$50.4B
Ticker
TRV
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PARK CIRCLE Co$108M AUM | 10.69% | $12M | 39.9K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 9.54% | $32M | 111.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 9.26% | $142M | 487.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 8.88% | $110M | 378.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 8.72% | $4.1B | 14.05M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 7.87% | $355M | 1.22M | Q1 2026OLDER |
| RIT CAPITAL PARTNERS PLC$374M AUM | 7.81% | $29M | 100.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 5.76% | $1.6B | 5.39M | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 4.73% | $6M | 20.3K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 4.43% | $9M | 31.1K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 4.25% | $4M | 15.1K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 3.34% | $9M | 31.9K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 3.24% | $5M | 17.2K | Q1 2026OLDER |
| St. James Investment Company, LLC$638M AUM | 3.10% | $20M | 67.9K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 2.83% | $28M | 94.6K | Q1 2026OLDER |
| Paralel Advisors LLC$2.4B AUM | 2.67% | $64M | 220.0K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 2.52% | $6M | 19.9K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 2.42% | $58M | 197.9K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 2.21% | $63M | 215.2K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 2.20% | $11M | 39.6K | Q3 2025OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 2.14% | $10M | 35.2K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 2.14% | $18M | 62.5K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.11% | $107M | 368.5K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 2.07% | $3M | 13.1K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 2.07% | $4M | 15.1K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 1.90% | $5M | 16.9K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.76% | $9M | 29.9K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 1.73% | $23M | 79.1K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.68% | $2M | 7.2K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 1.66% | $9M | 31.5K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 1.62% | $4M | 14.5K | Q1 2026OLDER |
| Board of the Pension Protection Fund$109M AUM | 1.59% | $2M | 5.8K | Q4 2025OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 1.58% | $7M | 23.7K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 1.56% | $2M | 7.9K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 1.49% | $2M | 7.9K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.44% | $141M | 482.7K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 1.44% | $9M | 29.4K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 1.44% | $6M | 19.7K | Q4 2025OLDER |
| Fulcrum Asset Management LLP$662M AUM | 1.43% | $5M | 17.6K | Q4 2025OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 1.42% | $273M | 936.1K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 1.41% | $2M | 6.6K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.38% | $29M | 100.6K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 1.37% | $14M | 49.0K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 1.34% | $3M | 11.7K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 1.32% | $3M | 11.1K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 1.30% | $5M | 17.6K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.28% | $5M | 18.4K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 1.27% | $1M | 5.1K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 1.27% | $12M | 42.3K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.26% | $2M | 5.6K | Q1 2026OLDER |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 1.26% | $2M | 5.6K | Q4 2025OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.21% | $17M | 59.3K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 1.21% | $10M | 35.4K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 1.17% | $4M | 14.3K | Q4 2025OLDER |
| CONNING INC.$3.0B AUM | 1.16% | $35M | 119.8K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.16% | $14M | 47.3K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 1.13% | $34M | 116.4K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.11% | $15M | 51.8K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.10% | $1M | 4.2K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 1.10% | $4M | 14.2K | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 1.08% | $7M | 22.7K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 1.07% | $5M | 16.0K | Q4 2025OLDER |
| Generali Powszechne Towarzystwo Emerytalne$566M AUM | 1.04% | $6M | 20.1K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 1.02% | $8M | 27.3K | Q4 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 1.01% | $10M | 35.3K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.99% | $30M | 102.5K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.98% | $4M | 12.4K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 0.96% | $1M | 4.3K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.96% | $2M | 5.2K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.96% | $2M | 5.7K | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 0.94% | $1M | 3.8K | Q4 2025OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.90% | $987,666 | 3.4K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.89% | $2M | 8.5K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.89% | $22M | 76.3K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.86% | $3M | 11.4K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.86% | $3M | 12.0K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.86% | $9M | 29.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.85% | $2M | 6.1K | Q3 2025OLDER |
| Tevis Investment Management$176M AUM | 0.85% | $1M | 5.1K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.85% | $13M | 44.2K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.84% | $4M | 12.8K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.84% | $32M | 109.4K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.83% | $3M | 10.1K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.83% | $5M | 15.8K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.83% | $7M | 24.8K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.81% | $15M | 50.9K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.80% | $850,074 | 2.9K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.80% | $29M | 100.7K | Q4 2025OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.79% | $2M | 5.5K | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.77% | $18M | 62.7K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.76% | $6M | 21.0K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.75% | $6M | 19.9K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.73% | $2M | 6.0K | Q2 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 0.72% | $1M | 4.2K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.71% | $816M | 2.80M | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.71% | $892,832 | 3.1K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.70% | $1M | 4.4K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.70% | $28M | 95.6K | Q1 2026OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 0.70% | $51M | 181.9K | Q3 2025OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.69% | $5M | 18.1K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.68% | $2M | 5.6K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.68% | $57M | 194.8K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.68% | $9M | 28.5K | Q2 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.68% | $3M | 10.5K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.67% | $82M | 282.0K | Q1 2026OLDER |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC$837M AUM | 0.67% | $6M | 19.1K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.66% | $2M | 5.6K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.66% | $4M | 11.2K | Q2 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.64% | $3M | 9.0K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.64% | $5M | 16.8K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.64% | $15M | 53.0K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.63% | $3M | 9.3K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.63% | $25M | 86.5K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.63% | $1M | 4.2K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.61% | $2M | 8.2K | Q4 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.60% | $73M | 249.2K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.60% | $900,708 | 3.1K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.60% | $5M | 14.6K | Q2 2026 |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.59% | $7M | 25.1K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.59% | $3M | 9.0K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.58% | $3M | 8.9K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.57% | $6M | 19.1K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.56% | $2M | 6.1K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.55% | $132M | 452.6K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.55% | $24M | 82.2K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.55% | $846,164 | 2.9K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.55% | $676,406 | 2.3K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.55% | $335M | 1.15M | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.54% | $9M | 29.9K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.54% | $2M | 6.7K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.54% | $2M | 8.2K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.54% | $1M | 4.5K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.54% | $11M | 38.1K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.53% | $7M | 23.2K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.52% | $5M | 16.8K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.52% | $3M | 10.1K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.51% | $1M | 3.9K | Q1 2026OLDER |
| MUHLENKAMP & CO INC$380M AUM | 0.51% | $2M | 6.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.50% | $77M | 265.5K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.50% | $700,615 | 2.4K | Q1 2026OLDER |
| PYA Waltman Capital, LLC$361M AUM | 0.50% | $2M | 6.1K | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 0.49% | $139M | 477.5K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.49% | $33M | 112.7K | Q1 2026OLDER |
| WHI TRUST Co LLC$133M AUM | 0.49% | $648,113 | 2.2K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.48% | $1.4B | 4.90M | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.48% | $4M | 14.6K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.48% | $2M | 7.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.48% | $19M | 64.9K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.47% | $3M | 11.7K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.47% | $583,360 | 2.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.46% | $684,480 | 2.3K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.46% | $570,818 | 2.0K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.46% | $1M | 5.1K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.45% | $3M | 11.7K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.45% | $3M | 9.7K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.45% | $5M | 19.2K | Q3 2025OLDER |
| Ballast, Inc.$432M AUM | 0.44% | $2M | 6.6K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.44% | $56M | 190.8K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.44% | $1M | 4.0K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.43% | $980,874 | 3.4K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.43% | $2M | 5.2K | Q2 2026 |
| MAIRS & POWER INC$9.8B AUM | 0.42% | $42M | 142.4K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.42% | $1M | 4.3K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.42% | $3M | 9.1K | Q3 2025OLDER |
| Expressive Wealth LLC$105M AUM | 0.42% | $386,070 | 1.3K | Q4 2025OLDER |
| DAGCO, INC.$461M AUM | 0.41% | $2M | 6.5K | Q1 2026OLDER |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 0.41% | $27M | 93.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.40% | $8M | 29.0K | Q4 2025OLDER |
| ACADEMY CAPITAL MANAGEMENT$699M AUM | 0.40% | $3M | 9.6K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.40% | $280M | 960.4K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.40% | $1M | 3.9K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.40% | $471,647 | 1.6K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.40% | $994,981 | 3.7K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.39% | $3M | 11.4K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.39% | $2M | 8.0K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.39% | $58M | 200.9K | Q4 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.39% | $11M | 36.9K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.39% | $889,036 | 3.2K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.38% | $479,230 | 1.6K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.38% | $422,061 | 1.4K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.38% | $4M | 13.6K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.38% | $1M | 3.2K | Q2 2026 |
| True Vision MN LLC$194M AUM | 0.38% | $738,534 | 2.5K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.38% | $442,609 | 1.5K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.38% | $588,115 | 2.0K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.37% | $1M | 3.8K | Q3 2025OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.37% | $2M | 6.0K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.36% | $1M | 3.5K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.36% | $427,894 | 1.5K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.36% | $446,562 | 1.5K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.36% | $489,439 | 1.7K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.36% | $2M | 5.4K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.36% | $863,956 | 3.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.36% | $497M | 1.71M | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.35% | $1M | 4.5K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 0.35% | $16M | 54.8K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.35% | $2M | 6.9K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.35% | $524,732 | 1.8K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.35% | $50M | 170.1K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.35% | $1M | 4.1K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.35% | $859,582 | 2.9K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.35% | $393,768 | 1.4K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 0.35% | $5M | 15.6K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.35% | $589,485 | 2.0K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.34% | $3M | 9.2K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.34% | $2M | 6.1K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.34% | $2M | 8.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.34% | $15M | 50.8K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 0.34% | $417,977 | 1.4K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.34% | $547,192 | 1.9K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.34% | $6M | 20.1K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.34% | $10M | 34.3K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.34% | $2M | 5.6K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.34% | $914,417 | 3.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.34% | $679,614 | 2.3K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.33% | $4M | 13.1K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.33% | $1M | 5.1K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.33% | $78M | 266.5K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 0.33% | $450,646 | 1.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.33% | $717M | 2.46M | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.33% | $2M | 7.6K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.32% | $25M | 87.1K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.32% | $698,574 | 2.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.32% | $32M | 111.3K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.32% | $3M | 8.8K | Q1 2026OLDER |
| NUANCE INVESTMENTS, LLC$717M AUM | 0.32% | $3M | 11.2K | Q3 2025OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.32% | $1M | 3.5K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.32% | $5M | 16.8K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.31% | $25M | 86.0K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.31% | $580,099 | 1.9K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.31% | $2M | 8.1K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.30% | $2M | 6.4K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.30% | $1M | 4.8K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.30% | $290M | 993.0K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.30% | $720,450 | 2.5K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.30% | $25M | 87.8K | Q3 2025OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.30% | $57M | 196.5K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.30% | $512,773 | 1.8K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.30% | $547,723 | 2.3K | Q3 2025OLDER |
| NDVR, Inc.$121M AUM | 0.30% | $357,644 | 1.2K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.29% | $339,224 | 1.2K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.29% | $328,140 | 1.1K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.29% | $3M | 10.6K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.29% | $3M | 9.1K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.29% | $26M | 88.2K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.29% | $5M | 16.1K | Q2 2026 |
| Clare Market Investments LLC$478M AUM | 0.29% | $1M | 4.7K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.28% | $307,421 | 1.1K | Q3 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.28% | $6M | 20.5K | Q3 2025OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.28% | $4M | 15.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.28% | $731,386 | 2.5K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.28% | $1M | 4.8K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.27% | $2M | 7.4K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.27% | $2M | 5.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.27% | $414,186 | 1.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.27% | $9M | 30.3K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.27% | $2M | 5.6K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.27% | $4M | 13.9K | Q4 2025OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.27% | $506,065 | 1.7K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.27% | $712,640 | 2.6K | Q3 2025OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.26% | $1M | 4.2K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.26% | $5M | 15.9K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 0.26% | $7M | 5.0K | Q4 2025OLDER |
| Enhancing Capital LLC$135M AUM | 0.26% | $350,016 | 1.2K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.26% | $7M | 25.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.26% | $877,373 | 3.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.26% | $14M | 46.7K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.26% | $1M | 4.2K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.26% | $834,496 | 2.9K | Q1 2026OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.26% | $647,530 | 2.2K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.26% | $1M | 3.7K | Q4 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.26% | $3M | 8.7K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.26% | $291,680 | 1.0K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.26% | $12M | 40.1K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.25% | $67M | 229.7K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.25% | $64M | 220.2K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.25% | $944,168 | 3.2K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.25% | $1M | 5.0K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.25% | $4M | 12.3K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.25% | $6,848 | 24.5K | Q3 2025OLDER |
| Rinkey Investments$391M AUM | 0.25% | $982,378 | 3.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.25% | $2M | 7.1K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.25% | $398,144 | 1.2K | Q2 2026 |
| TRUSTCO BANK CORP N Y$113M AUM | 0.25% | $275,590 | 987 | Q3 2025OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 0.25% | $340,821 | 1.2K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.25% | $234M | 803.2K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.25% | $4M | 14.7K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.24% | $61M | 208.8K | Q4 2025OLDER |
| SEARLE & CO.$398M AUM | 0.24% | $963,711 | 3.3K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.24% | $3M | 10.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.24% | $48M | 165.0K | Q1 2026OLDER |
| Templeton & Phillips Capital Management, LLC$123M AUM | 0.24% | $293,138 | 1.0K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.24% | $1M | 4.2K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.24% | $682,134 | 2.4K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.24% | $2M | 7.1K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.23% | $5M | 17.8K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.23% | $15M | 51.0K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.23% | $2M | 6.2K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.23% | $35M | 118.8K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.23% | $1M | 4.6K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.23% | $2M | 7.8K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.23% | $76M | 259.7K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.23% | $744,132 | 2.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.22% | $3M | 8.0K | Q2 2026 |
| First National Advisers, LLC$683M AUM | 0.22% | $2M | 5.2K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.22% | $453,562 | 1.6K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 0.22% | $275,638 | 945 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.22% | $12M | 42.1K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.22% | $46M | 157.7K | Q4 2025OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.22% | $1M | 3.5K | Q4 2025OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.22% | $248,963 | 854 | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.22% | $502,856 | 1.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.22% | $3M | 9.2K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.22% | $691,282 | 2.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.22% | $359,641 | 1.2K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.22% | $39M | 135.4K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.21% | $324,644 | 1.1K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.21% | $2M | 6.0K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.21% | $1M | 5.2K | Q3 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.21% | $2M | 8.2K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.21% | $7M | 24.1K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.21% | $338,799 | 1.2K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.21% | $578,985 | 2.0K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 0.21% | $353,516 | 0 | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.21% | $20M | 205.0K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.21% | $1.0B | 3.48M | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.21% | $2M | 5.3K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.21% | $7M | 25.0K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.21% | $756,962 | 2.5K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.21% | $1M | 3.4K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.21% | $653,220 | 2.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.21% | $18M | 62.0K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.20% | $234,803 | 805 | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.20% | $394,351 | 1.4K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.20% | $2M | 8.5K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.20% | $4M | 13.6K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.20% | $7M | 22.4K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.20% | $4M | 13.2K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.20% | $4M | 13.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.20% | $12M | 39.9K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.20% | $1M | 5.1K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.20% | $757,646 | 2.6K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.20% | $2M | 7.2K | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 0.20% | $7M | 23.1K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.20% | $773,384 | 2.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.20% | $11M | 38.9K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.19% | $251,428 | 862 | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.19% | $52M | 177.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.19% | $19M | 64.5K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.19% | $556,123 | 1.9K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.19% | $1M | 4.6K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.19% | $674,948 | 2.3K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.19% | $933,908 | 3.2K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.19% | $789,905 | 2.7K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.19% | $828,374 | 2.8K | Q1 2026OLDER |
| DiPaolo Financial Group, Inc.$153M AUM | 0.19% | $293,807 | 890 | Q2 2026 |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.19% | $32M | 108.5K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.19% | $894,625 | 2.7K | Q2 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.19% | $700,032 | 2.4K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.19% | $1M | 4.6K | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 0.19% | $365,183 | 1.3K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.19% | $907,582 | 3.0K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.19% | $408,352 | 1.4K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.19% | $1M | 5.1K | Q4 2025OLDER |
| Candriam S.C.A.$20.1B AUM | 0.19% | $38M | 130.0K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.19% | $214,196 | 734 | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.19% | $660,570 | 2.0K | Q2 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.19% | $680,198 | 2.3K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.18% | $47M | 161.5K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.18% | $627,823 | 2.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.18% | $3.5B | 12.00M | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.18% | $151M | 518.8K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.18% | $13M | 45.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.18% | $1M | 4.4K | Q3 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.18% | $43M | 148.4K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.18% | $720,741 | 2.5K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.18% | $3M | 8.8K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.18% | $232M | 796.6K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.18% | $6M | 20.3K | Q4 2025OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.18% | $303,347 | 1.0K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.17% | $308,889 | 1.1K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.17% | $2M | 5.7K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.17% | $497,606 | 1.7K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.17% | $443,372 | 1.5K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.17% | $15M | 51.8K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.17% | $402,023 | 1.4K | Q4 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.17% | $331,428 | 1.1K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.17% | $233,344 | 800 | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.17% | $412,979 | 1.4K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.17% | $11M | 37.9K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.17% | $7M | 23.4K | Q4 2025OLDER |
| Aries Wealth Management$455M AUM | 0.17% | $775,285 | 2.7K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.17% | $224,593 | 770 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.17% | $2M | 6.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.17% | $15M | 50.7K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.17% | $282,930 | 970 | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.17% | $5M | 17.0K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.17% | $57M | 195.1K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.17% | $14M | 48.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.17% | $2M | 5.7K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.17% | $245,011 | 840 | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.17% | $844,414 | 2.9K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.17% | $637,612 | 2.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.17% | $495,564 | 1.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.17% | $795M | 2.72M | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.16% | $633,245 | 1.9K | Q2 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.16% | $418,561 | 1.4K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.16% | $291,600 | 1.0K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.16% | $2M | 5.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.16% | $4M | 13.3K | Q2 2026 |
| STATE STREET CORP$2.90T AUM | 0.16% | $4.7B | 16.13M | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.16% | $22M | 78.3K | Q3 2025OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.16% | $320,848 | 1.1K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.16% | $3M | 11.8K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.16% | $2M | 8.3K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.16% | $386,476 | 1.3K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.16% | $449,856 | 1.5K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.16% | $457,646 | 1.6K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.16% | $916,577 | 3.1K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.16% | $261,054 | 900 | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.16% | $6M | 19.8K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.16% | $255,184 | 773 | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.16% | $1M | 5.1K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.16% | $600,569 | 2.1K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.16% | $5M | 16.3K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.16% | $756,638 | 2.6K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.16% | $236,844 | 812 | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.16% | $231,084 | 700 | Q2 2026 |
| Essex Bank$452M AUM | 0.16% | $701,756 | 2.4K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.15% | $931,914 | 3.2K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.15% | $312,373 | 1.1K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.15% | $13M | 48.3K | Q3 2025OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.15% | $2M | 6.0K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.15% | $73M | 250.8K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.15% | $98M | 335.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.15% | $130M | 445.5K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.15% | $233M | 798.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.15% | $2M | 7.0K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.15% | $4M | 14.4K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.15% | $3M | 9.6K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.15% | $582,193 | 2.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.15% | $65M | 222.3K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.15% | $12M | 38.7K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.15% | $3M | 11.5K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.15% | $599,694 | 2.1K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.15% | $211,468 | 725 | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.15% | $12M | 42.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.15% | $131M | 450.0K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.14% | $2M | 8.5K | Q4 2025OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.14% | $364,651 | 1.3K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.14% | $9M | 29.9K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.14% | $305,972 | 1.0K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.14% | $16M | 53.9K | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.14% | $7M | 25.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.14% | $18M | 62.3K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.14% | $915,756 | 3.3K | Q3 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.14% | $3M | 8.7K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.14% | $9M | 32.1K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.14% | $335,211 | 1.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.14% | $342,201 | 1.2K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.14% | $870,664 | 3.0K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.14% | $2M | 7.3K | Q4 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.14% | $437,991 | 1.5K | Q4 2025OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.14% | $721,015 | 2.4K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.14% | $198,051 | 679 | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.14% | $1M | 3.9K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.14% | $744,659 | 2.6K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.14% | $136,506 | 468 | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.14% | $275,346 | 944 | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.14% | $263,439 | 903 | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.14% | $2M | 5.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $459,104 | 1.6K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.13% | $483,313 | 1.7K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.13% | $1M | 4.8K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.13% | $255,937 | 882 | Q4 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.13% | $4M | 12.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.13% | $2M | 6.1K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.13% | $260,470 | 893 | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.13% | $9M | 31.4K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.13% | $304,995 | 1.1K | Q2 2026 |
| MEMBERS WEALTH LLC$182M AUM | 0.13% | $239,007 | 724 | Q2 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $219,927 | 754 | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.13% | $2M | 8.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.13% | $2M | 7.9K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.13% | $762,743 | 2.6K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.13% | $240M | 821.9K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.13% | $3M | 9.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.13% | $2M | 5.2K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.13% | $236,844 | 812 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.13% | $6M | 21.0K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.13% | $2M | 6.9K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.13% | $53M | 181.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.13% | $59M | 200.8K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 0.13% | $211,760 | 726 | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.13% | $206,801 | 709 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.13% | $1M | 4.1K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.13% | $25M | 87.2K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.13% | $561,598 | 2.1K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.13% | $73M | 253.3K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.13% | $2M | 7.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.