UNILEVER PLC
CUSIP 904767704
Unilever PLC has 23 institutional holders in Filings Flow’s 13F database, together reporting 279.5K shares worth $11M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Fisher Asset Management, LLC, and Morgan Stanley.
Institutional Holders
23
Q1 2026
Reported Value
$11M
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 |
|---|---|---|---|---|
| Saratoga Research & Investment Management$1.8B AUM | 6.50% | $125M | 2.11M | Q3 2025OLDER |
| Templeton & Phillips Capital Management, LLC$123M AUM | 6.40% | $9M | 150.1K | Q3 2025OLDER |
| St. James Investment Company, LLC$638M AUM | 6.00% | $38M | 644.1K | Q3 2025OLDER |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 4.09% | $16M | 265.2K | Q3 2025OLDER |
| Windle Wealth, LLC$237M AUM | 3.53% | $8M | 133.2K | Q3 2025OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 3.53% | $4M | 74.5K | Q3 2025OLDER |
| Tevis Investment Management$176M AUM | 3.50% | $6M | 98.1K | Q4 2025OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 3.34% | $47M | 801.3K | Q3 2025OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 3.28% | $144M | 2.43M | Q3 2025OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.57% | $123M | 2.07M | Q3 2025OLDER |
| Martin Capital Partners, LLC$272M AUM | 2.56% | $6,597 | 111.3K | Q3 2025OLDER |
| Cheviot Value Management, LLC$996M AUM | 2.48% | $23M | 377.3K | Q3 2025OLDER |
| CLARK ESTATES INC/NY$416M AUM | 2.44% | $11M | 180.0K | Q3 2025OLDER |
| Eldred Rock Partners, LLC$465M AUM | 2.42% | $10M | 163.5K | Q3 2025OLDER |
| Clean Yield Group$355M AUM | 2.26% | $8M | 135.0K | Q3 2025OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 2.12% | $10M | 176.2K | Q3 2025OLDER |
| Kennon-Green & Company, LLC$122M AUM | 2.12% | $3M | 46.0K | Q3 2025OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 2.07% | $82M | 1.39M | Q3 2025OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 2.06% | $14,138 | 238.5K | Q3 2025OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 2.03% | $23M | 393.9K | Q3 2025OLDER |
| Wallace Capital Management Inc.$871M AUM | 2.03% | $16M | 275.1K | Q3 2025OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 1.96% | $16M | 266.4K | Q3 2025OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.93% | $11M | 166.2K | Q4 2025OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.89% | $187M | 3.16M | Q3 2025OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 1.84% | $2M | 31.5K | Q3 2025OLDER |
| apricus wealth, LLC$205M AUM | 1.80% | $3M | 56.2K | Q3 2025OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.75% | $3M | 52.6K | Q3 2025OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.62% | $148M | 2.49M | Q3 2025OLDER |
| Autumn Glory Partners, LLC$272M AUM | 1.57% | $4M | 64.5K | Q3 2025OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.50% | $5M | 91.0K | Q3 2025OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 1.48% | $5M | 76.0K | Q3 2025OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 1.47% | $2M | 40.3K | Q3 2025OLDER |
| tru Independence LLC$202M AUM | 1.45% | $6M | 94.2K | Q3 2025OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 1.39% | $6M | 97.6K | Q3 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 1.37% | $5M | 88.3K | Q3 2025OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.32% | $23M | 393.8K | Q3 2025OLDER |
| Ativo Capital Management LLC$115M AUM | 1.27% | $2M | 25.4K | Q3 2025OLDER |
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 1.26% | $5M | 89.0K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.25% | $4M | 58.4K | Q3 2025OLDER |
| Hedges Asset Management LLC$142M AUM | 1.18% | $2M | 26.0K | Q3 2025OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.17% | $95M | 1.60M | Q3 2025OLDER |
| Pavion Blue Capital, LLC$230M AUM | 1.14% | $3M | 45.1K | Q3 2025OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.13% | $7M | 116.3K | Q3 2025OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 1.06% | $3M | 54.6K | Q3 2025OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 1.05% | $2M | 30.1K | Q3 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.02% | $8M | 134.7K | Q3 2025OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.00% | $2M | 37.2K | Q3 2025OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.99% | $38M | 632.8K | Q3 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.98% | $1M | 18.7K | Q3 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.98% | $2M | 39.9K | Q3 2025OLDER |
| HEADINVEST, LLC$488M AUM | 0.98% | $5M | 79.8K | Q3 2025OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.97% | $6M | 104.6K | Q3 2025OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.97% | $6M | 102.6K | Q3 2025OLDER |
| Westhampton Capital, LLC$214M AUM | 0.95% | $2M | 32.9K | Q3 2025OLDER |
| JCIC Asset Management Inc.$326M AUM | 0.95% | $3M | 51.1K | Q3 2025OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.92% | $7M | 111.1K | Q3 2025OLDER |
| Pullen Investment Management, LLC$199M AUM | 0.91% | $2M | 28.4K | Q3 2025OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.91% | $10M | 169.4K | Q3 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.90% | $12M | 205.0K | Q3 2025OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.88% | $10M | 163.1K | Q3 2025OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.87% | $7M | 112.4K | Q3 2025OLDER |
| GQG Partners LLC$63.1B AUM | 0.85% | $550M | 9.28M | Q3 2025OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.84% | $2M | 41.8K | Q3 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.83% | $6M | 107.2K | Q3 2025OLDER |
| Beacon Bank & Trust$518M AUM | 0.83% | $4M | 65.4K | Q3 2025OLDER |
| Old Port Advisors$434M AUM | 0.83% | $3M | 55.8K | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.82% | $3M | 58.6K | Q3 2025OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.81% | $1M | 21.2K | Q3 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.81% | $1M | 24.2K | Q3 2025OLDER |
| DAVIS-REA LTD.$384M AUM | 0.78% | $3M | 54.3K | Q3 2025OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.76% | $6M | 96.4K | Q3 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.76% | $8M | 137.7K | Q3 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.75% | $3M | 43.6K | Q3 2025OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.75% | $3M | 51.3K | Q3 2025OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.74% | $3M | 55.4K | Q3 2025OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.74% | $26M | 432.7K | Q3 2025OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.74% | $10M | 170.0K | Q3 2025OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.72% | $921,185 | 15.5K | Q3 2025OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 0.72% | $1M | 17.9K | Q3 2025OLDER |
| Altman Advisors, Inc.$241M AUM | 0.71% | $2M | 31.4K | Q3 2025OLDER |
| Portland Global Advisors LLC$938M AUM | 0.71% | $6M | 106.8K | Q3 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.69% | $4M | 74.6K | Q3 2025OLDER |
| HF Advisory Group, LLC$323M AUM | 0.68% | $2M | 31.4K | Q3 2025OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.67% | $2M | 34.3K | Q3 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.67% | $40M | 671.5K | Q3 2025OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.65% | $2M | 30.5K | Q3 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.65% | $4M | 74.0K | Q3 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.64% | $9M | 159.4K | Q3 2025OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.63% | $3M | 49.2K | Q3 2025OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.60% | $1M | 17.4K | Q3 2025OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.59% | $7M | 122.4K | Q3 2025OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.58% | $2M | 40.5K | Q3 2025OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.57% | $16M | 276.3K | Q3 2025OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.57% | $5M | 88.8K | Q3 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.57% | $7M | 117.3K | Q3 2025OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.56% | $2M | 37.0K | Q3 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.55% | $11M | 184.0K | Q3 2025OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.55% | $4M | 64.2K | Q3 2025OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.54% | $971,006 | 16.4K | Q3 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.52% | $169M | 2.85M | Q3 2025OLDER |
| Strategic Advisors LLC$602M AUM | 0.51% | $3M | 53.5K | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.51% | $1M | 18.2K | Q3 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.51% | $5M | 87.1K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.50% | $1M | 21.4K | Q3 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.49% | $5M | 88.4K | Q3 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.49% | $6M | 101.7K | Q3 2025OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.49% | $470,618 | 7.2K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.49% | $39M | 665.5K | Q3 2025OLDER |
| Wynn Capital, LLC$224M AUM | 0.49% | $1M | 16.9K | Q3 2025OLDER |
| LOM Asset Management Ltd$348M AUM | 0.48% | $1M | 23.4K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.48% | $1.3B | 22.54M | Q3 2025OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.48% | $1M | 19.1K | Q3 2025OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.47% | $1M | 24.5K | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.47% | $2M | 40.2K | Q3 2025OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.47% | $2M | 25.4K | Q3 2025OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 0.47% | $36M | 612.6K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.46% | $32M | 538.7K | Q3 2025OLDER |
| LCM Capital Management Inc$199M AUM | 0.46% | $963,607 | 16.3K | Q3 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.46% | $2M | 40.8K | Q3 2025OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.45% | $6M | 104.4K | Q3 2025OLDER |
| Corient IA LLC$106M AUM | 0.44% | $592,800 | 10.0K | Q3 2025OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.43% | $22M | 364.9K | Q3 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.42% | $3M | 50.0K | Q3 2025OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.42% | $735,546 | 12.4K | Q3 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.42% | $38M | 637.3K | Q3 2025OLDER |
| Naviter Wealth, LLC$801M AUM | 0.41% | $4M | 59.7K | Q3 2025OLDER |
| Gibbs Wealth Management$762M AUM | 0.41% | $2M | 28.5K | Q3 2025OLDER |
| Auxano Advisors, LLC$501M AUM | 0.41% | $2M | 32.1K | Q3 2025OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.40% | $42M | 700.4K | Q3 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.40% | $485,042 | 8.3K | Q3 2025OLDER |
| COOKE & BIELER LP$8.8B AUM | 0.40% | $38M | 648.2K | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.40% | $1M | 24.0K | Q3 2025OLDER |
| Future Fund LLC$284M AUM | 0.40% | $1M | 18.9K | Q3 2025OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.39% | $7M | 118.3K | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.39% | $4M | 72.5K | Q3 2025OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.38% | $2M | 41.1K | Q3 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.38% | $4M | 65.9K | Q3 2025OLDER |
| Eley Financial Management, Inc$277M AUM | 0.38% | $1M | 18.6K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.37% | $1M | 19.8K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.37% | $3M | 45.6K | Q3 2025OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.37% | $370,915 | 6.3K | Q3 2025OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.37% | $33M | 552.0K | Q3 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.36% | $609,636 | 10.3K | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.36% | $2.1B | 34.67M | Q3 2025OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.35% | $6M | 104.1K | Q3 2025OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.35% | $12M | 209.5K | Q3 2025OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.35% | $8M | 142.3K | Q3 2025OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 0.35% | $368,136 | 6.0K | Q3 2025OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.34% | $874,380 | 14.8K | Q3 2025OLDER |
| Cardinal Capital Management$776M AUM | 0.34% | $2M | 41.8K | Q3 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.34% | $532,891 | 9.0K | Q3 2025OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.34% | $408M | 6.89M | Q3 2025OLDER |
| Leisure Capital Management$286M AUM | 0.33% | $968,932 | 16.3K | Q3 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.33% | $3M | 42.6K | Q3 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.32% | $1M | 23.3K | Q3 2025OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.32% | $4M | 62.6K | Q3 2025OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.32% | $993,533 | 16.8K | Q3 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.32% | $768,684 | 13.0K | Q3 2025OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.32% | $10M | 165.4K | Q3 2025OLDER |
| POTENTIA WEALTH$259M AUM | 0.31% | $819,012 | 13.8K | Q3 2025OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.31% | $2M | 37.6K | Q3 2025OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.31% | $3M | 53.0K | Q3 2025OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.31% | $2M | 26.6K | Q3 2025OLDER |
| Baker Chad R$530M AUM | 0.31% | $2M | 30.1K | Q3 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.30% | $1M | 24.1K | Q3 2025OLDER |
| Smart Money Group LLC$344M AUM | 0.30% | $1M | 17.2K | Q3 2025OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.30% | $433,574 | 7.3K | Q3 2025OLDER |
| Keystone Financial Services$341M AUM | 0.30% | $971,775 | 16.4K | Q3 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.30% | $399M | 6.74M | Q3 2025OLDER |
| Payne Capital LLC$109M AUM | 0.30% | $296,400 | 5.0K | Q3 2025OLDER |
| Haven Private, LLC$230M AUM | 0.30% | $668,915 | 11.3K | Q3 2025OLDER |
| Boit C F David$225M AUM | 0.29% | $658,288 | 11.6K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 0.29% | $2M | 31.4K | Q3 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.29% | $3M | 43.0K | Q3 2025OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.29% | $795,004 | 13.4K | Q3 2025OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.29% | $9M | 147.9K | Q3 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.29% | $19M | 324.8K | Q3 2025OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.28% | $1M | 24.7K | Q3 2025OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.28% | $1M | 21.1K | Q3 2025OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.28% | $673,740 | 11.1K | Q3 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.28% | $1M | 18.5K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.28% | $2M | 36.6K | Q3 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.28% | $2M | 26.9K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.27% | $203M | 3.43M | Q3 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.27% | $3M | 45.2K | Q3 2025OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.27% | $376,013 | 6.3K | Q3 2025OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.27% | $365,948 | 6.2K | Q3 2025OLDER |
| Abundance Wealth Counselors$697M AUM | 0.27% | $2M | 26.4K | Q3 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.27% | $1M | 20.0K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.27% | $37M | 627.4K | Q3 2025OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.27% | $773,663 | 13.1K | Q3 2025OLDER |
| Bell Bank$2.4B AUM | 0.26% | $6M | 102.1K | Q3 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.26% | $23M | 392.0K | Q3 2025OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.25% | $2M | 29.3K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.25% | $2M | 27.4K | Q3 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.25% | $8M | 132.9K | Q3 2025OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.25% | $298,435 | 5.0K | Q3 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.25% | $424,761 | 7.1K | Q3 2025OLDER |
| TI-TRUST, INC$168M AUM | 0.25% | $394,508 | 6.7K | Q3 2025OLDER |
| Rede Wealth, LLC$278M AUM | 0.25% | $314,243 | 5.3K | Q3 2025OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.25% | $314,243 | 5.3K | Q3 2025OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.25% | $2M | 28.9K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.24% | $2M | 29.5K | Q3 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.24% | $3M | 51.3K | Q3 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.24% | $597,406 | 10.1K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.23% | $1M | 18.2K | Q3 2025OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.23% | $3M | 46.6K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.23% | $9M | 150.6K | Q3 2025OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.23% | $348,922 | 5.9K | Q3 2025OLDER |
| Aperture Investors, LLC$791M AUM | 0.23% | $2M | 28.2K | Q3 2025OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.23% | $342,630 | 5.8K | Q3 2025OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.22% | $483,821 | 8.5K | Q4 2025OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.22% | $695,109 | 11.7K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.22% | $2M | 31.8K | Q3 2025OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.22% | $1M | 19.4K | Q3 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.22% | $395,990 | 6.7K | Q3 2025OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.22% | $528,759 | 8.1K | Q4 2025OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.22% | $40M | 676.8K | Q3 2025OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.22% | $2M | 33.8K | Q3 2025OLDER |
| Arjuna Capital$393M AUM | 0.22% | $884,636 | 14.9K | Q3 2025OLDER |
| Permanent Capital Management, LP$643M AUM | 0.22% | $1M | 19.8K | Q3 2025OLDER |
| Destination Wealth Management$3.9B AUM | 0.22% | $8M | 133.7K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.22% | $8M | 134.7K | Q3 2025OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.21% | $439,146 | 7.4K | Q3 2025OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.21% | $530,085 | 8.9K | Q3 2025OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.21% | $769,777 | 12.3K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.21% | $4M | 54.5K | Q4 2025OLDER |
| Phraction Management LLC$483M AUM | 0.21% | $727,958 | 12.3K | Q3 2025OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.21% | $807,390 | 13.6K | Q3 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.21% | $3M | 51.3K | Q3 2025OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.21% | $288,101 | 4.9K | Q3 2025OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.21% | $260,121 | 4.4K | Q3 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.21% | $530,260 | 8.9K | Q3 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.20% | $9M | 146.2K | Q3 2025OLDER |
| Columbia Asset Management$525M AUM | 0.20% | $1M | 18.5K | Q3 2025OLDER |
| Griffith & Werner, Inc.$202M AUM | 0.20% | $393,623 | 6.5K | Q3 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.20% | $521,629 | 8.7K | Q3 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.20% | $576,523 | 9.7K | Q3 2025OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.20% | $557,410 | 9.4K | Q3 2025OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.20% | $1M | 20.0K | Q3 2025OLDER |
| STEINBERG ASSET MANAGEMENT LLC$154M AUM | 0.20% | $279,090 | 4.7K | Q3 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.20% | $5M | 79.8K | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.20% | $2M | 40.5K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.20% | $549,941 | 9.3K | Q3 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.20% | $675,970 | 11.4K | Q3 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.20% | $6M | 96.8K | Q3 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.20% | $862,288 | 14.5K | Q3 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.19% | $3M | 57.1K | Q3 2025OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.19% | $4M | 61.9K | Q3 2025OLDER |
| YACKTMAN ASSET MANAGEMENT LP$7.5B AUM | 0.19% | $14M | 235.7K | Q3 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.19% | $848,949 | 14.3K | Q3 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.19% | $798,885 | 13.5K | Q3 2025OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.19% | $838,219 | 14.1K | Q3 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.19% | $510,587 | 8.6K | Q3 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.19% | $3M | 45.2K | Q3 2025OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.18% | $1M | 20.3K | Q3 2025OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.18% | $8M | 132.4K | Q3 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.18% | $334,267 | 5.6K | Q2 2026 |
| Townsend & Associates, Inc$1.2B AUM | 0.18% | $2M | 30.2K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.18% | $46M | 773.6K | Q3 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.18% | $29M | 482.9K | Q3 2025OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.18% | $929,392 | 15.7K | Q3 2025OLDER |
| Garner Asset Management Corp$255M AUM | 0.18% | $440,747 | 7.4K | Q3 2025OLDER |
| Tacita Capital Inc$169M AUM | 0.18% | $290,472 | 4.9K | Q3 2025OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.18% | $2M | 32.7K | Q4 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.17% | $1M | 24.9K | Q3 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.17% | $2M | 27.8K | Q3 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.17% | $568,436 | 9.6K | Q3 2025OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.16% | $543,894 | 9.2K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.16% | $102M | 1.73M | Q3 2025OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.16% | $8M | 135.4K | Q3 2025OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.16% | $2M | 28.3K | Q3 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.16% | $3M | 44.0K | Q3 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.16% | $746,987 | 12.6K | Q3 2025OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.16% | $201,192 | 4.2K | Q4 2025OLDER |
| Lummis Asset Management, LP$167M AUM | 0.16% | $263,019 | 4.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.16% | $3M | 42.2K | Q3 2025OLDER |
| Sustainable Growth Advisers, LP$10.6B AUM | 0.15% | $26M | 443.9K | Q3 2025OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.15% | $599,676 | 10.1K | Q3 2025OLDER |
| Northstar Group, Inc.$707M AUM | 0.15% | $1M | 17.5K | Q3 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.15% | $13M | 215.4K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.15% | $5M | 82.3K | Q3 2025OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.15% | $1M | 20.0K | Q3 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.14% | $204,516 | 3.5K | Q3 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.14% | $165,095 | 2.8K | Q3 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.14% | $13M | 221.8K | Q3 2025OLDER |
| Manske Wealth Management$357M AUM | 0.14% | $465,823 | 7.9K | Q3 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.14% | $2M | 25.6K | Q3 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.14% | $1M | 19.2K | Q3 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.14% | $263,500 | 4.4K | Q3 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.14% | $496,343 | 8.4K | Q3 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.14% | $8M | 137.7K | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.14% | $3M | 47.0K | Q3 2025OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.14% | $306,181 | 5.2K | Q3 2025OLDER |
| FLC Capital Advisors$560M AUM | 0.14% | $703,831 | 11.9K | Q3 2025OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.14% | $697,200 | 11.8K | Q3 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.13% | $5M | 77.9K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.13% | $66M | 1.12M | Q3 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.13% | $942,315 | 15.9K | Q3 2025OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.13% | $488,757 | 8.2K | Q3 2025OLDER |
| Binnacle Investments Inc$170M AUM | 0.13% | $223,248 | 3.8K | Q3 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 0.13% | $292,856 | 4.9K | Q3 2025OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.13% | $274,585 | 4.6K | Q3 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.13% | $4M | 67.0K | Q3 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.13% | $2M | 26.2K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.13% | $4M | 67.0K | Q3 2025OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.13% | $2M | 39.2K | Q3 2025OLDER |
| Accuvest Global Advisors$107M AUM | 0.13% | $205,000 | 3.5K | Q3 2025OLDER |
| Atlatl Advisers LLC$135M AUM | 0.13% | $321,357 | 5.4K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.13% | $177,129 | 3.0K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.13% | $751,670 | 12.7K | Q3 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.13% | $535,566 | 9.0K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.13% | $182,108 | 3.1K | Q3 2025OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.12% | $463,717 | 7.6K | Q3 2025OLDER |
| First Pacific Financial$777M AUM | 0.12% | $895,049 | 15.1K | Q3 2025OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.12% | $357,278 | 6.7K | Q3 2025OLDER |
| First Bank & Trust$680M AUM | 0.12% | $732,405 | 12.4K | Q3 2025OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.12% | $882,562 | 14.9K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.12% | $2M | 39.5K | Q3 2025OLDER |
| Hilltop National Bank$468M AUM | 0.12% | $492,143 | 8.3K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.12% | $4M | 74.1K | Q3 2025OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.12% | $624,633 | 10.5K | Q3 2025OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.12% | $781,429 | 13.2K | Q3 2025OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.12% | $384,075 | 6.5K | Q3 2025OLDER |
| SEARLE & CO.$398M AUM | 0.12% | $444,600 | 7.5K | Q3 2025OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.12% | $402,503 | 6.8K | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.12% | $35M | 588.7K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.12% | $2M | 28.3K | Q3 2025OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.12% | $467,482 | 7.9K | Q3 2025OLDER |
| FCA CORP /TX$354M AUM | 0.12% | $414,960 | 7.0K | Q3 2025OLDER |
| RS CRUM INC.$517M AUM | 0.11% | $517,218 | 8.7K | Q3 2025OLDER |
| Court Place Advisors, LLC$332M AUM | 0.11% | $377,910 | 6.4K | Q3 2025OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.11% | $59M | 991.6K | Q3 2025OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.11% | $231,192 | 3.9K | Q3 2025OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.11% | $1M | 17.5K | Q3 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.11% | $4M | 65.8K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.11% | $2M | 38.7K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.11% | $3M | 49.6K | Q3 2025OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.11% | $419,009 | 7.1K | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.11% | $3M | 46.4K | Q3 2025OLDER |
| Clare Market Investments LLC$478M AUM | 0.11% | $553,675 | 9.3K | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.11% | $3M | 52.7K | Q3 2025OLDER |
| Narwhal Capital Management$1.4B AUM | 0.11% | $1M | 25.2K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.11% | $2M | 42.0K | Q3 2025OLDER |
| River Wealth Advisors LLC$871M AUM | 0.11% | $925,758 | 15.6K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.11% | $265,752 | 4.5K | Q3 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.11% | $553,201 | 9.3K | Q3 2025OLDER |
| PAX Financial Group, LLC$586M AUM | 0.11% | $587,820 | 9.9K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.11% | $6M | 108.2K | Q3 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.10% | $9M | 146.1K | Q3 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.10% | $389,643 | 6.6K | Q3 2025OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.10% | $38M | 635.3K | Q3 2025OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.10% | $1M | 17.5K | Q3 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.10% | $230,184 | 3.9K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.10% | $2M | 29.0K | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.10% | $744,676 | 12.6K | Q3 2025OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 0.10% | $305,588 | 5.2K | Q3 2025OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.10% | $289,582 | 4.9K | Q3 2025OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.10% | $1M | 21.6K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.10% | $5M | 90.6K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.10% | $5M | 82.1K | Q3 2025OLDER |
| Atlas Brown,Inc.$372M AUM | 0.10% | $334,266 | 5.6K | Q3 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.10% | $555,933 | 9.4K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.10% | $4M | 68.5K | Q3 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.10% | $1M | 21.5K | Q3 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.10% | $266,565 | 4.3K | Q3 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.10% | $166M | 2.80M | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.10% | $589,196 | 9.9K | Q3 2025OLDER |
| Five Oceans Advisors$276M AUM | 0.10% | $259,528 | 4.4K | Q3 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.10% | $826,067 | 13.9K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.09% | $4M | 69.1K | Q3 2025OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.09% | $346,254 | 5.8K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.09% | $684,506 | 11.5K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.09% | $4M | 60.0K | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.09% | $2M | 35.4K | Q3 2025OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.09% | $528,396 | 9.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.09% | $12M | 197.1K | Q3 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.09% | $7M | 118.6K | Q3 2025OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.09% | $259,002 | 4.4K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.09% | $9M | 157.4K | Q3 2025OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.09% | $1M | 18.4K | Q3 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.09% | $3M | 51.4K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $518,000 | 8.7K | Q3 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.09% | $593,215 | 10.0K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.09% | $296,874 | 5.0K | Q3 2025OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.09% | $939,588 | 15.8K | Q3 2025OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.09% | $305,664 | 5.2K | Q3 2025OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.09% | $2M | 26.6K | Q3 2025OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.08% | $451,181 | 7.6K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.08% | $14M | 241.2K | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.08% | $4M | 74.9K | Q3 2025OLDER |
| United Community Bank$300M AUM | 0.08% | $268,953 | 4.5K | Q3 2025OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.08% | $1M | 17.0K | Q3 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.08% | $2M | 34.5K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.08% | $401,622 | 6.8K | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.08% | $615,149 | 10.4K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.08% | $63M | 1.07M | Q3 2025OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.08% | $211,691 | 3.6K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.08% | $235,104 | 4.0K | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.08% | $5M | 77.6K | Q3 2025OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 0.08% | $265,041 | 4.5K | Q3 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.08% | $454,967 | 7.7K | Q3 2025OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.08% | $391,604 | 6.6K | Q3 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.08% | $318,281 | 5.4K | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.08% | $344,892 | 5.8K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.08% | $51M | 855.1K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.08% | $157M | 2.64M | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 58.1K | Q3 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.08% | $7M | 118.5K | Q3 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.08% | $2M | 30.0K | Q3 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.08% | $327,392 | 5.0K | Q4 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.08% | $212,601 | 3.6K | Q3 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.08% | $2M | 41.2K | Q3 2025OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.08% | $252,383 | 4.3K | Q3 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.08% | $265,166 | 4.5K | Q3 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.08% | $434,642 | 7.3K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.08% | $8M | 128.4K | Q3 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.08% | $42M | 701.5K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.07% | $7M | 125.2K | Q3 2025OLDER |
| Calydon Capital$613M AUM | 0.07% | $469,142 | 7.9K | Q3 2025OLDER |
| New Republic Capital, LLC$297M AUM | 0.07% | $244,204 | 4.1K | Q3 2025OLDER |
| Hartford Funds Management Co LLC$1.2B AUM | 0.07% | $866,838 | 14.6K | Q3 2025OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.07% | $1M | 22.9K | Q3 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.07% | $349,598 | 5.9K | Q3 2025OLDER |
| NOVEM GROUP$873M AUM | 0.07% | $627,124 | 10.6K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.07% | $54M | 915.2K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.07% | $2M | 37.9K | Q3 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.07% | $699,624 | 11.8K | Q3 2025OLDER |
| RBO & CO LLC$620M AUM | 0.07% | $457,582 | 7.7K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.07% | $550,533 | 9.3K | Q3 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.07% | $1M | 22.2K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.07% | $1M | 20.0K | Q3 2025OLDER |
| Optas, LLC$661M AUM | 0.07% | $411,936 | 6.9K | Q3 2025OLDER |
| Canopy Partners, LLC$291M AUM | 0.07% | $208,903 | 3.5K | Q3 2025OLDER |
| Fielder Capital Group LLC$459M AUM | 0.07% | $304,344 | 5.1K | Q3 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.07% | $998,926 | 16.4K | Q3 2025OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.07% | $681,246 | 11.5K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.07% | $2M | 36.6K | Q3 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.07% | $77,064 | 1.3K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $283,694 | 4.8K | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.07% | $2M | 40.8K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 43.1K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.07% | $237M | 4.00M | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $4M | 75.8K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.07% | $376M | 6.22M | Q3 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.07% | $313,560 | 5.3K | Q3 2025OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.07% | $202,678 | 3.4K | Q3 2025OLDER |
| Platform Technology Partners$519M AUM | 0.07% | $277,134 | 4.7K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $1M | 18.1K | Q3 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.07% | $145,888 | 2.5K | Q3 2025OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.07% | $664,555 | 11.2K | Q3 2025OLDER |
| Hara Capital LLC$200M AUM | 0.07% | $111,565 | 1.9K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.07% | $2M | 29.8K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.07% | $3M | 41.7K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.07% | $40M | 678.8K | Q3 2025OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.06% | $379,004 | 6.4K | Q3 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.06% | $417,686 | 7.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $195M | 3.29M | Q3 2025OLDER |
| Carr Financial Group Corp$379M AUM | 0.06% | $227,963 | 3.8K | Q3 2025OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 0.06% | $223,545 | 3.8K | Q3 2025OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.06% | $870,112 | 14.7K | Q3 2025OLDER |
| Fulcrum Capital LLC$461M AUM | 0.06% | $306,464 | 4.7K | Q4 2025OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.06% | $171,276 | 2.8K | Q3 2025OLDER |
| Lincoln Capital LLC$562M AUM | 0.06% | $327,334 | 5.5K | Q3 2025OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.06% | $1M | 19.8K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.06% | $284M | 4.78M | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.06% | $2M | 33.9K | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $858,265 | 14.5K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.06% | $82M | 1.39M | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.06% | $1M | 19.1K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.06% | $751,401 | 12.7K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.06% | $6M | 97.9K | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.06% | $14M | 234.0K | Q3 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.06% | $225,975 | 3.8K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.06% | $9M | 153.2K | Q3 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.06% | $344,135 | 5.7K | Q3 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.06% | $138,083 | 2.3K | Q3 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.06% | $1M | 18.4K | Q3 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $250,518 | 4.2K | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.06% | $3M | 49.2K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $939,314 | 15.8K | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.06% | $165,966 | 2.8K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.06% | $87,794 | 1.5K | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.06% | $256,327 | 4.3K | Q3 2025OLDER |
| Probity Advisors, Inc.$631M AUM | 0.06% | $341,453 | 5.8K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $2M | 40.2K | Q3 2025OLDER |
| Pingora Partners LLC$169M AUM | 0.05% | $82,518 | 1.4K | Q3 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.05% | $212,876 | 3.6K | Q3 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $120,457 | 2.0K | Q3 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.05% | $849,305 | 14.3K | Q3 2025OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.05% | $249,984 | 4.2K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $3M | 52.9K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $282M | 4.76M | Q3 2025OLDER |
| Essex Bank$452M AUM | 0.05% | $236,899 | 4.0K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.05% | $962,292 | 16.2K | Q3 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.05% | $2M | 27.4K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.05% | $807,058 | 13.6K | Q3 2025OLDER |
| Sky Investment Group LLC$583M AUM | 0.05% | $308,552 | 5.2K | Q3 2025OLDER |
| Tradewinds, LLC.$310M AUM | 0.05% | $211,274 | 3.6K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.05% | $3M | 43.1K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.