SEC 13F Intelligence

TFCTRUIST FINL CORP

CUSIP 89832Q109 · Yahoo Finance ↗ · Google Finance ↗

Truist Finl Corp (TFC) has 1,622 institutional holders in Filings Flow’s 13F database, together reporting 932.27M shares worth $41.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Capital International Investors.

Institutional Holders
1,622
Q1 2026
Reported Value
$41.9B
Ticker
TFC
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 1,253Q2 ’21Q4 ’21: 1,363Q4 ’21Q4 ’22: 1,389Q4 ’22Q4 ’25: 1,616Q4 ’25Q1 ’26: 1,622Q1 ’26Q2 ’26: 92Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $471.2BQ2 ’21Q4 ’21: $511.8BQ4 ’21Q4 ’22: $18.4BQ4 ’22Q4 ’25: $46.2BQ4 ’25Q1 ’26: $41.9BQ1 ’26Q2 ’26: $498MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ategra Capital Management, LLC$201M AUM11.32%$23M495.7KQ1 2026OLDER
Reliant Investment Partners, LLC$121M AUM5.88%$7M154.4KQ1 2026OLDER
Azora Capital LP$1.5B AUM5.35%$115M2.52MQ3 2025OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM4.99%$15M318.1KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM4.12%$135M2.94MQ1 2026OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM3.65%$58M1.27MQ1 2026OLDER
MCRAE CAPITAL MANAGEMENT INC$482M AUM3.28%$16M343.7KQ1 2026OLDER
CONTINENTAL ADVISORS LLC$196M AUM3.28%$6M139.7KQ1 2026OLDER
Griffith & Werner, Inc.$202M AUM3.18%$6M139.8KQ1 2026OLDER
Regal Partners Ltd$1.8B AUM2.99%$55M1.19MQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM2.95%$5M119.1KQ1 2026OLDER
COERENTE CAPITAL MANAGEMENT$537M AUM2.90%$16M338.6KQ1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM2.46%$5M119.4KQ1 2026OLDER
KEMPNER CAPITAL MANAGEMENT INC.$106M AUM2.43%$3M51.8KQ4 2025OLDER
EDMP, INC.$124M AUM2.43%$3M65.3KQ1 2026OLDER
Baugh & Associates, LLC$232M AUM2.43%$6M122.1KQ1 2026OLDER
Welch Group, LLC$2.7B AUM2.30%$61M1.33MQ1 2026OLDER
Veratis Advisors, Inc.$126M AUM2.17%$3M52.5KQ4 2025OLDER
Socorro Asset Management LP$221M AUM2.17%$5M104.3KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM2.10%$205M4.45MQ1 2026OLDER
EQUITY INVESTMENT CORP$5.1B AUM2.05%$105M2.28MQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM2.04%$26M557.4KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM1.98%$53M1.15MQ1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM1.95%$22M486.4KQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM1.82%$6M125.0KQ4 2025OLDER
SKBA CAPITAL MANAGEMENT LLC$728M AUM1.81%$13M286.9KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM1.76%$5M119.1KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM1.72%$8M184.3KQ1 2026OLDER
Rhino Investment Partners, Inc$359M AUM1.64%$6M128.1KQ1 2026OLDER
WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM1.64%$2M43.0KQ1 2026OLDER
Signature Wealth Management Group$263M AUM1.57%$4M90.0KQ1 2026OLDER
North Reef Capital Management LP$2.9B AUM1.52%$38M765.8KQ4 2025OLDER
CDC Financial, Inc.$157M AUM1.50%$3M65.0KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM1.48%$3M65.3KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM1.40%$21M3.38MQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM1.40%$30M645.9KQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM1.39%$5M109.5KQ3 2025OLDER
Glass Wealth Management Co LLC$258M AUM1.38%$4M77.3KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM1.38%$39M842.7KQ1 2026OLDER
KLCM Advisors, Inc.$1.2B AUM1.37%$16M353.5KQ1 2026OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM1.32%$18M388.7KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM1.28%$14M306.1KQ1 2026OLDER
Hardin Capital Partners, LLC$215M AUM1.28%$3M55.0KQ2 2026
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM1.26%$6M120.6KQ1 2026OLDER
AHL INVESTMENT MANAGEMENT, INC.$146M AUM1.25%$2M40.0KQ3 2025OLDER
Cardinal Capital Management$776M AUM1.24%$10M208.7KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM1.21%$2M34.7KQ1 2026OLDER
Fourthstone LLC$590M AUM1.19%$7M153.1KQ1 2026OLDER
Disciplined Equity Management, Inc.$199M AUM1.17%$2M50.6KQ1 2026OLDER
SALZHAUER MICHAEL$212M AUM1.17%$2M53.9KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM1.16%$72M1.57MQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM1.15%$16M354.7KQ3 2025OLDER
Alpha Omega Wealth Management LLC$617M AUM1.14%$7M152.5KQ1 2026OLDER
Huber Capital Management LLC$647M AUM1.08%$7M151.5KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM1.07%$2M38.7KQ1 2026OLDER
1834 INVESTMENT ADVISORS CO$801M AUM1.07%$9M187.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM1.07%$346M7.54MQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM1.05%$2M40.7KQ1 2026OLDER
Freemont Management S.A.$661M AUM1.04%$7M149.8KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM1.04%$3M67.5KQ2 2026
SOUTHERN CAPITAL ADVISORS, LLC$214M AUM1.03%$2M48.2KQ3 2025OLDER
Cadence Bank$1.7B AUM1.02%$17M352.8KQ4 2025OLDER
LAWOOD & CO$108M AUM1.01%$1M23.8KQ1 2026OLDER
Parrish Capital LLC$112M AUM1.01%$1M24.6KQ1 2026OLDER
Global Wealth Management Investment Advisory, Inc.$638M AUM1.01%$6M140.0KQ1 2026OLDER
Hedeker Wealth, LLC$474M AUM1.00%$5M102.7KQ1 2026OLDER
BlueChip Wealth Advisors LLC$228M AUM0.98%$2M48.8KQ1 2026OLDER
Bank & Trust Co$148M AUM0.98%$1M31.8KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.98%$4M92.6KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM0.97%$926,56618.8KQ4 2025OLDER
IVC Wealth Advisors LLC$230M AUM0.95%$2M47.8KQ1 2026OLDER
PARK CIRCLE Co$108M AUM0.95%$1M22.3KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.95%$2M48.8KQ2 2026
Bayview Asset Management, LLC$260M AUM0.93%$4M82.0KQ4 2025OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.93%$6M131.0KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM0.93%$6M133.2KQ1 2026OLDER
AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM0.93%$15M291.7KQ2 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.91%$12M260.4KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.91%$2M37.7KQ4 2025OLDER
United Bank$301M AUM0.91%$3M59.6KQ1 2026OLDER
Capital International Investors$426.5B AUM0.91%$3.9B84.51MQ1 2026OLDER
Kentucky Trust Co$191M AUM0.91%$2M37.6KQ1 2026OLDER
ADAPT Investment Managers SA$7.6B AUM0.91%$123M2.50MQ4 2025OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.89%$33M722.2KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.89%$94M2.01MQ3 2025OLDER
Taylor Financial Group, Inc.$165M AUM0.87%$1M31.3KQ1 2026OLDER
Appaloosa LP$5.9B AUM0.86%$63M1.39MQ3 2025OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.83%$9M193.7KQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.82%$7M146.8KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.82%$11M242.8KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.81%$22M468.0KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.80%$55M1.20MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.79%$1.2B26.94MQ1 2026OLDER
Sciencast Management LP$785M AUM0.79%$6M134.2KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.77%$476M10.36MQ1 2026OLDER
Argyle Capital Management, LLC$308M AUM0.77%$2M51.6KQ1 2026OLDER
St. Johns Investment Management Company, LLC$238M AUM0.76%$2M39.2KQ1 2026OLDER
Sompo Asset Management Co., Ltd.$545M AUM0.76%$4M89.8KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.75%$4M90.4KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.75%$2M39.8KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.73%$2M46.2KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.71%$67M1.47MQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.71%$33M715.7KQ1 2026OLDER
Davis Investment Partners, LLC$283M AUM0.71%$2M43.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.70%$6M117.8KQ4 2025OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.69%$6M136.5KQ1 2026OLDER
Gator Capital Management, LLC$489M AUM0.68%$3M58.6KQ3 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.68%$169M3.43MQ4 2025OLDER
LaFleur & Godfrey LLC$803M AUM0.67%$5M117.9KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.67%$87M1.89MQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.67%$1M27.2KQ1 2026OLDER
Tradewinds, LLC.$310M AUM0.67%$2M40.6KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.66%$1M30.6KQ1 2026OLDER
Eagle Bluffs Wealth Management LLC$257M AUM0.66%$2M36.8KQ1 2026OLDER
Wealth Advisors of Tampa Bay, LLC$302M AUM0.66%$2M43.1KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.64%$2M44.6KQ1 2026OLDER
Cornerstone Select Advisors, LLC$160M AUM0.64%$1M22.2KQ1 2026OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM0.63%$1M27.2KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.62%$1M22.6KQ1 2026OLDER
Iowa State Bank$543M AUM0.61%$3M71.8KQ1 2026OLDER
Arcus Capital Partners, LLC$278M AUM0.60%$2M36.6KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.60%$709,31715.4KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.60%$32M688.6KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.60%$806,13017.5KQ1 2026OLDER
OSSIAM$5.7B AUM0.59%$34M730.1KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.58%$856,60616.7KQ4 2025OLDER
Argent Advisors, Inc.$366M AUM0.57%$2M45.5KQ1 2026OLDER
Widmann Financial Services, Inc.$168M AUM0.57%$955,37420.8KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.56%$701,36415.3KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.56%$3M60.8KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.56%$2M42.9KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM0.56%$3M57.6KQ1 2026OLDER
VIRTUE ASSET MANAGEMENT LLC$126M AUM0.55%$693,27415.1KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.54%$2M50.6KQ1 2026OLDER
Ted Buchan & Co$275M AUM0.54%$1M32.6KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM0.54%$905,28719.7KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.54%$8M167.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.54%$11M239.9KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.53%$124M2.70MQ1 2026OLDER
Community Bank, N.A.$840M AUM0.53%$4M96.1KQ1 2026OLDER
Keystone Financial Group, Inc.$192M AUM0.52%$1M21.8KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.52%$9M201.2KQ1 2026OLDER
Concord Asset Management, LLC/VA$592M AUM0.51%$3M65.7KQ1 2026OLDER
First Bank & Trust$680M AUM0.51%$3M69.2KQ2 2026
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.50%$4M97.2KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.50%$2M37.1KQ1 2026OLDER
Farmers National Bank$453M AUM0.49%$2M48.5KQ2 2026
PETTYJOHN, WOOD & WHITE, INC$628M AUM0.49%$3M66.6KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.48%$1M28.7KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.47%$2M42.7KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.47%$26M535.0KQ4 2025OLDER
Wealth Quarterback LLC$254M AUM0.47%$1M26.0KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.47%$901,19619.6KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM0.46%$2M36.5KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.46%$893,93219.4KQ1 2026OLDER
ADVISORTRUST PARTNERS, LLC$240M AUM0.46%$1M24.2KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.46%$12M259.3KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.45%$6M130.7KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.45%$2M36.5KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.45%$2M36.3KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.45%$658,87614.3KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.44%$491,92510.7KQ1 2026OLDER
First Financial Group Corp$122M AUM0.44%$535,13711.6KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.43%$2M35.9KQ4 2025OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.43%$7M131.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.43%$9M200.6KQ1 2026OLDER
Junk Investment Group, LLC$191M AUM0.42%$809,80817.6KQ1 2026OLDER
Ballast, Inc.$432M AUM0.42%$2M39.6KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.42%$9M192.4KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.42%$3M69.8KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.42%$1M31.5KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.41%$920,71918.7KQ4 2025OLDER
Tannin Capital LLC$138M AUM0.41%$565,39012.3KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.41%$6M138.4KQ1 2026OLDER
Riverbend Wealth Management, LLC$175M AUM0.41%$712,01815.5KQ1 2026OLDER
CAMDEN NATIONAL BANK$739M AUM0.40%$3M64.8KQ1 2026OLDER
Code Waechter LLC$168M AUM0.40%$677,92014.7KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.40%$2M51.2KQ1 2026OLDER
Rather & Kittrell, Inc.$648M AUM0.39%$3M55.6KQ1 2026OLDER
Piedmont Capital Management, LLC/NC$150M AUM0.39%$583,86512.7KQ1 2026OLDER
EJF Capital LP$142M AUM0.39%$551,50212.0KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.38%$3M68.7KQ1 2026OLDER
South Shore Capital Advisors$137M AUM0.38%$521,23310.6KQ4 2025OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.38%$11M233.9KQ1 2026OLDER
Fee-Only Financial Planning, L.C.$166M AUM0.37%$620,87113.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.37%$63M1.37MQ1 2026OLDER
Old Port Advisors$434M AUM0.37%$2M35.1KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.37%$2M34.8KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.37%$30M666.7KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.37%$13M272.8KQ1 2026OLDER
Myriad Asset Management Advisors LLC$339M AUM0.37%$1M27.1KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.37%$7M163.6KQ3 2025OLDER
Colonial Trust Advisors$1.3B AUM0.36%$5M102.1KQ1 2026OLDER
Alliance Private Wealth, LLC$288M AUM0.36%$1M21.1KQ2 2026
Nalls Sherbakoff Group, LLC$148M AUM0.36%$531,34511.6KQ1 2026OLDER
Belleair Asset Management, LLC$110M AUM0.36%$392,9988.5KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.36%$7M133.9KQ4 2025OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.35%$8M177.2KQ1 2026OLDER
HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM0.35%$4M87.9KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.35%$954,98720.8KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.35%$444,1928.9KQ2 2026
one8zero8, LLC$449M AUM0.35%$2M34.2KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.35%$660,49014.4KQ1 2026OLDER
Argentarii, LLC$286M AUM0.35%$994,81821.6KQ1 2026OLDER
SLT Holdings LLC$148M AUM0.35%$513,57711.2KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.35%$437,2679.5KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.35%$7M152.3KQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.35%$57M1.24MQ1 2026OLDER
DIAMANT ASSET MANAGEMENT, INC.$137M AUM0.34%$472,388472.4KQ1 2026OLDER
Investors Research Corp$523M AUM0.34%$2M38.5KQ1 2026OLDER
Bank OZK$283M AUM0.34%$954,19820.8KQ1 2026OLDER
Cane Capital Partners, LLC$229M AUM0.34%$855,46717.4KQ4 2025OLDER
Phillips Wealth Planners LLC$133M AUM0.34%$445,6599.3KQ1 2026OLDER
Blake Schutter Theil Wealth Advisors, LLC$123M AUM0.34%$411,2028.9KQ1 2026OLDER
DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM0.33%$747,21216.3KQ1 2026OLDER
San Luis Wealth Advisors LLC$604M AUM0.33%$2M43.3KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM0.32%$340,3167.4KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.32%$454,9199.9KQ1 2026OLDER
Heritage Trust Co$997M AUM0.32%$3M69.7KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.32%$3M71.2KQ1 2026OLDER
Leisure Capital Management$286M AUM0.32%$906,20719.7KQ1 2026OLDER
BHK Investment Advisors, LLC$299M AUM0.31%$939,99720.4KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.31%$4M93.2KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.31%$1M22.8KQ1 2026OLDER
Ally Financial Inc.$804M AUM0.31%$3M51.0KQ4 2025OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.30%$2M52.8KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.30%$654,01514.2KQ1 2026OLDER
COUNTRY CLUB BANK$1.7B AUM0.30%$5M111.4KQ3 2025OLDER
Aull & Monroe Investment Management Corp$215M AUM0.30%$650,24614.1KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.30%$728,03015.8KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.29%$327,0777.1KQ1 2026OLDER
Clearwave Capital, LLC$146M AUM0.29%$424,5319.2KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.29%$3M62.9KQ4 2025OLDER
Broyhill Asset Management, LLC$108M AUM0.29%$312,5966.8KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.29%$5M107.6KQ1 2026OLDER
IFS Group,LLC$112M AUM0.29%$321,9747.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.29%$57M1.25MQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.28%$2M33.9KQ1 2026OLDER
United Community Bank$300M AUM0.28%$840,97518.3KQ1 2026OLDER
Auto-Owners Insurance Co$4.8B AUM0.28%$13M288.0KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.28%$12M252.9KQ1 2026OLDER
ADAPT WEALTH ADVISORS, LLC$276M AUM0.28%$763,01016.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.28%$204M4.44MQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.27%$50M1.08MQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.27%$38M832.4KQ1 2026OLDER
Thomasville National Bank$1.6B AUM0.27%$4M87.3KQ4 2025OLDER
Eastover Investment Advisors LLC$233M AUM0.27%$619,72213.5KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM0.26%$565,84512.3KQ1 2026OLDER
Oasis Advisors, LLC$509M AUM0.26%$1M29.1KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.26%$958,61520.9KQ1 2026OLDER
Successful Portfolios LLC$181M AUM0.26%$471,38310.3KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.26%$401,7788.7KQ1 2026OLDER
Storgate, LLC$127M AUM0.26%$329,2837.2KQ1 2026OLDER
Forefront Wealth Partners, LLC$239M AUM0.26%$616,36613.4KQ1 2026OLDER
Linscomb Wealth, Inc.$2.2B AUM0.26%$6M126.1KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.26%$3M69.3KQ1 2026OLDER
Monument Capital Management$399M AUM0.26%$1M22.3KQ1 2026OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.26%$481,5799.5KQ4 2025OLDER
Commonwealth Retirement Investments LLC$323M AUM0.26%$824,51417.9KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.25%$552,22712.7KQ4 2025OLDER
Argent Trust Co$2.9B AUM0.25%$7M162.5KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.25%$801,60617.4KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.25%$1M27.2KQ1 2026OLDER
Wealth Science Advisors LLC$225M AUM0.25%$443,6289.0KQ1 2026OLDER
First Dallas Securities Inc.$270M AUM0.25%$673,88114.7KQ1 2026OLDER
Mayfair Advisory Group, LLC$286M AUM0.25%$712,39715.5KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.25%$402,6438.8KQ1 2026OLDER
First County Bank /CT/$213M AUM0.25%$522,31310.5KQ2 2026
RFP Financial Group LLC$184M AUM0.24%$448,6679.8KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.24%$21M455.2KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.24%$30M665.9KQ3 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.24%$2M43.8KQ2 2026
Anchor Investment Management, LLC$1.2B AUM0.24%$3M62.9KQ1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.24%$2M49.4KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.24%$30M647.7KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.24%$1M29.6KQ1 2026OLDER
Graves Light Lenhart Wealth, Inc.$1.1B AUM0.24%$3M51.0KQ2 2026
PBMares Wealth Management LLC$617M AUM0.23%$1M31.6KQ3 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.23%$37M813.5KQ1 2026OLDER
FORTERIS WEALTH MANAGEMENT INC.$104M AUM0.23%$243,6415.3KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.23%$1M29.7KQ1 2026OLDER
Marotta Asset Management$601M AUM0.23%$1M27.3KQ2 2026
TI-TRUST, INC$168M AUM0.23%$388,5848.5KQ1 2026OLDER
BOKF, NA$6.5B AUM0.23%$15M328.3KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.23%$386,1498.4KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.23%$604,64313.2KQ1 2026OLDER
Prosperity Wealth Management, Inc.$300M AUM0.23%$690,51514.0KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.23%$81M1.65MQ4 2025OLDER
Oak Barrel Wealth Advisory LLC$167M AUM0.23%$382,6997.8KQ1 2026OLDER
KG Capital Management$139M AUM0.23%$920,67618.7KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.23%$3M69.0KQ1 2026OLDER
BCS Wealth Management$490M AUM0.23%$1M24.1KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.23%$2M36.1KQ1 2026OLDER
Trust Co of the South$710M AUM0.22%$2M31.8KQ2 2026
Castleview Partners, LLC$195M AUM0.22%$434,0499.4KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.22%$879,56819.1KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM0.22%$425,1448.3KQ2 2026
Chesley Taft & Associates LLC$2.6B AUM0.22%$6M113.1KQ2 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.22%$19M416.3KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.22%$3M74.9KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.22%$4M72.3KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.22%$666,18914.5KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.21%$5M102.1KQ1 2026OLDER
ATLANTIC FAMILY WEALTH, LLC$138M AUM0.21%$294,5306.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.21%$411M8.93MQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.21%$2M33.8KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.21%$573,87712.6KQ3 2025OLDER
DOVER ADVISORS, LLC$242M AUM0.21%$506,95711.0KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.21%$753,21816.4KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.21%$1M24.9KQ1 2026OLDER
CULLINAN ASSOCIATES INC$1.2B AUM0.21%$3M55.4KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.21%$18M394.0KQ3 2025OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.21%$1M21.1KQ4 2025OLDER
BankPlus Wealth Management LLC$194M AUM0.21%$398,4208.7KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.20%$896,80619.5KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.20%$4M95.6KQ1 2026OLDER
Three Magnolias Financial Advisors, LLC$157M AUM0.20%$317,1936.9KQ1 2026OLDER
Pines Wealth Management, LLC$309M AUM0.20%$622,11313.5KQ1 2026OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.20%$309,7096.7KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.20%$5M101.5KQ1 2026OLDER
Trask Adam Roland$106M AUM0.20%$211,4624.6KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.20%$535,96411.7KQ1 2026OLDER
MARINO, STRAM & ASSOCIATES LLC$557M AUM0.20%$1M23.9KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.20%$1M24.6KQ1 2026OLDER
Cassia Capital Partners, LLC$194M AUM0.20%$379,6668.3KQ1 2026OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.19%$718,69515.6KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.19%$803,11717.5KQ1 2026OLDER
MUIRFIELD WEALTH ADVISORS LLC$136M AUM0.19%$258,9905.7KQ3 2025OLDER
Financial Security Advisor, Inc.$544M AUM0.19%$1M22.7KQ1 2026OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM0.19%$1M29.0KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.19%$8M174.8KQ3 2025OLDER
Vantus Wealth LLC$136M AUM0.19%$259,6815.3KQ4 2025OLDER
Simmons Bank$1.5B AUM0.19%$3M61.3KQ1 2026OLDER
CacheTech Inc.$519M AUM0.19%$977,18421.3KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.19%$3M63.3KQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.19%$679,75814.8KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.19%$25M532.9KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.19%$150M3.01MQ2 2026
OLD NATIONAL BANCORP /IN/$6.0B AUM0.19%$11M242.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.19%$18M578.6KQ2 2026
KMG FIDUCIARY PARTNERS, LLC$1.1B AUM0.18%$2M53.8KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.18%$3M67.7KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.18%$694,03715.1KQ1 2026OLDER
Alliance Wealth Advisors, LLC$308M AUM0.18%$556,54911.2KQ2 2026
SCS Capital Management LLC$9.4B AUM0.18%$17M371.3KQ1 2026OLDER
CrossGen Wealth, LLC$114M AUM0.18%$205,7494.5KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.18%$661,07114.4KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.18%$24M525.6KQ3 2025OLDER
tru Independence LLC$202M AUM0.18%$360,6517.8KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.18%$278,1946.1KQ1 2026OLDER
BAYBAN$115M AUM0.18%$204,2454.4KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.18%$3M61.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.18%$9M203.0KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.18%$544,42211.8KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.18%$804,94216.2KQ2 2026
Royal Fund Management, LLC$1.1B AUM0.18%$2M40.4KQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM0.18%$1M29.5KQ1 2026OLDER
PLIMOTH TRUST CO LLC$447M AUM0.18%$784,24817.1KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.17%$9M185.1KQ2 2026
Principle Wealth Partners LLC$1.7B AUM0.17%$3M65.8KQ1 2026OLDER
Hoxton Planning & Management, LLC$333M AUM0.17%$575,31512.5KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.17%$16M349.1KQ1 2026OLDER
WEST PACES ADVISORS INC.$516M AUM0.17%$888,78419.3KQ1 2026OLDER
JT Stratford LLC$786M AUM0.17%$1M29.4KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.17%$9M193.3KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.17%$3M59.8KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.17%$3M61.0KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.17%$3M68.3KQ1 2026OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.17%$57M1.25MQ1 2026OLDER
OUTFITTERS FINANCIAL LLC$129M AUM0.17%$216,5654.7KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.17%$13M289.8KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.17%$736,34716.0KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.16%$798,77517.4KQ1 2026OLDER
5T Wealth, LLC$253M AUM0.16%$411,2398.4KQ4 2025OLDER
Great Lakes Retirement, Inc.$967M AUM0.16%$2M34.5KQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.16%$644,72114.0KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.16%$4M88.0KQ1 2026OLDER
Parsonex Advisory Services, Inc.$102M AUM0.16%$236,4185.2KQ4 2025OLDER
Brookstone Capital Management$8.7B AUM0.16%$14M305.1KQ1 2026OLDER
Wynn Capital, LLC$224M AUM0.16%$356,9117.2KQ2 2026
UNITED BANK$781M AUM0.16%$1M27.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.16%$25M533.3KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.16%$5M103.6KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.16%$301,4256.6KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.16%$230,9584.7KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.16%$19M407.6KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.15%$2M35.5KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.15%$1M26.5KQ1 2026OLDER
Quadcap Wealth Management, LLC$879M AUM0.15%$1M29.5KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.15%$675,16114.7KQ1 2026OLDER
AMERICAN ASSETS INC$298M AUM0.15%$459,70010.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.15%$14M307.6KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.15%$28M616.5KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.15%$10M223.3KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.15%$5M111.0KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.15%$1M29.2KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.15%$18M393.4KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.15%$456,5879.9KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.15%$2M34.7KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.15%$6M124.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.15%$64M1.40MQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.15%$22M455.9KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.15%$34M731.7KQ1 2026OLDER
Aegis Wealth Management LLC$175M AUM0.15%$262,2595.7KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.15%$281,7046.1KQ1 2026OLDER
LifeWealth Investments, LLC$335M AUM0.15%$523,29211.4KQ3 2025OLDER
Rede Wealth, LLC$278M AUM0.15%$412,7169.0KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.15%$638,75313.9KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.15%$730,86714.9KQ4 2025OLDER
STRS OHIO$25.2B AUM0.15%$37M807.5KQ1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.15%$464,84910.1KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.15%$3M69.2KQ1 2026OLDER
Cannon Wealth Management Services, LLC$148M AUM0.14%$205,2064.2KQ4 2025OLDER
Revisor Wealth Management LLC$362M AUM0.14%$519,92111.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.14%$8M167.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.14%$20M431.6KQ1 2026OLDER
Worth Financial Advisory Group, LLC$229M AUM0.14%$325,665825Q1 2026OLDER
Colonial River Investments, LLC$279M AUM0.14%$395,8028.6KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM0.14%$460,02210.0KQ1 2026OLDER
Smith Thornton Advisors LLC$199M AUM0.14%$269,7265.9KQ3 2025OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.14%$1M31.8KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.14%$2M40.7KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.14%$211,1114.3KQ4 2025OLDER
Pine Harbor Wealth Management, LLC$334M AUM0.14%$469,26210.2KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.14%$619,66813.5KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.14%$2M53.9KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.14%$3M65.2KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.14%$474,31810.3KQ1 2026OLDER
Hilltop National Bank$468M AUM0.14%$650,94813.1KQ2 2026
Crews Bank & Trust$690M AUM0.14%$957,09520.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.14%$470,68710.3KQ3 2025OLDER
Frederick Financial Consultants, LLC$201M AUM0.14%$277,7406.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.14%$3M49.2KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.14%$4M86.1KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM0.14%$440,4489.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.14%$4M84.9KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.14%$44M951.4KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.14%$1M30.0KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.14%$5M98.5KQ3 2025OLDER
Ignite Planners, LLC$648M AUM0.14%$881,52319.2KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.14%$2M44.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.14%$178M3.88MQ1 2026OLDER
Odyssean, LLC$274M AUM0.14%$371,4848.1KQ1 2026OLDER
Lebenthal Global Advisors, LLC$688M AUM0.14%$931,93420.3KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.14%$2M47.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.13%$188M4.10MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.13%$84M1.82MQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.13%$423,6249.2KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.13%$5M97.9KQ1 2026OLDER
Adams Wealth Management$455M AUM0.13%$610,71113.3KQ1 2026OLDER
Arvest Bank Trust Division$1.8B AUM0.13%$2M53.5KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.13%$8M167.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.13%$8M184.1KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.13%$10M223.8KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.13%$1M25.5KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.13%$1M29.8KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.13%$2M43.7KQ1 2026OLDER
PATTON ALBERTSON MILLER GROUP, LLC$842M AUM0.13%$1M24.1KQ1 2026OLDER
Archer Investment Corp$469M AUM0.13%$616,57113.4KQ1 2026OLDER
Partners in Financial Planning$603M AUM0.13%$784,77617.1KQ1 2026OLDER
FLC Capital Advisors$560M AUM0.13%$728,57915.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.13%$28M601.0KQ1 2026OLDER
Saxony Capital Management, LLC$172M AUM0.13%$212,0804.3KQ4 2025OLDER
Rare Wolf Capital LLC$154M AUM0.13%$208,1094.2KQ4 2025OLDER
Legacy Financial Advisors, Inc.$715M AUM0.13%$928,35620.2KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.13%$243,8255.3KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.13%$24M516.2KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.13%$3M60.2KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.13%$5M101.2KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.13%$450,4149.8KQ1 2026OLDER
Provident Investment Management, Inc.$1.0B AUM0.13%$1M28.0KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.13%$18M384.5KQ1 2026OLDER
Wolff Financial Management LLC$453M AUM0.13%$577,38312.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.13%$1.7B37.92MQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.13%$185M4.02MQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.13%$886,69619.3KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.13%$631,71713.7KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.13%$386,6088.4KQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.13%$787,28217.1KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.13%$496,70163.4KQ1 2026OLDER
Octavia Wealth Advisors, LLC$1.0B AUM0.13%$1M28.5KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.12%$734,04916.0KQ1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.12%$10M226.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.12%$815M17.70MQ1 2026OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.12%$662,66614.5KQ3 2025OLDER
Capital Investment Counsel, Inc$816M AUM0.12%$1M22.0KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.12%$801,41117.5KQ3 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.12%$1M25.3KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.12%$4M84.2KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.12%$9M200.0KQ3 2025OLDER
Delta Accumulation, LLC$1.2B AUM0.12%$3M34.7KQ4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.12%$152,9893.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.12%$223M4.85MQ1 2026OLDER
Strategic Advisors LLC$602M AUM0.12%$723,56315.7KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.12%$997,04020.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.12%$130M2.83MQ1 2026OLDER
Meridian Financial Partners LLC$263M AUM0.12%$314,1006.6KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.12%$220,1664.5KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.12%$4M76.6KQ1 2026OLDER
National Pension Service$131.7B AUM0.12%$156M3.40MQ1 2026OLDER

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