SEC 13F Intelligence

VLOVALERO ENERGY CORP

CUSIP 91913Y100 · Yahoo Finance ↗ · Google Finance ↗

Valero Energy Corp (VLO) has 1,835 institutional holders in Filings Flow’s 13F database, together reporting 249.62M shares worth $57.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
1,835
Q1 2026
Reported Value
$57.4B
Ticker
VLO
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 976Q4 ’18Q1 ’19: 1,016Q2 ’19: 1,024Q2 ’19Q3 ’19: 1,018Q2 ’21: 973Q2 ’21Q4 ’21: 984Q4 ’22: 1,245Q4 ’22Q4 ’25: 1,583Q1 ’26: 1,835Q1 ’26Q2 ’26: 129filingsflow.com
Total reported value
Q4 ’18: $238.7BQ4 ’18Q1 ’19: $330.2BQ2 ’19: $249.0BQ2 ’19Q3 ’19: $418.2BQ2 ’21: $175.7BQ2 ’21Q4 ’21: $261.8BQ4 ’22: $14.9BQ4 ’22Q4 ’25: $39.3BQ1 ’26: $57.4BQ1 ’26Q2 ’26: $554Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Solus Alternative Asset Management LP$372M AUM12.59%$47M189.6KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM5.96%$10M75.6KQ1 2026OLDER
Praetorian PR LLC$275M AUM5.39%$15M60.0KQ1 2026OLDER
Summit Street Capital Management, LLC$707M AUM4.46%$32M127.6KQ1 2026OLDER
CrossGen Wealth, LLC$114M AUM4.43%$5M20.4KQ1 2026OLDER
Cambridge Financial Group, Inc.$267M AUM4.31%$12M46.7KQ1 2026OLDER
Westchester Capital Management, Inc.$497M AUM4.26%$21M85.7KQ1 2026OLDER
Axecap Investments, LLC$145M AUM4.10%$6M24.1KQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM3.98%$14M55.3KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM3.91%$20M114.9KQ3 2025OLDER
Paradiem, LLC$454M AUM3.84%$17M70.5KQ1 2026OLDER
Carmel Capital Management L.L.C.$349M AUM3.72%$13M52.6KQ1 2026OLDER
JCIC Asset Management Inc.$326M AUM3.57%$12M47.1KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM3.54%$12M50.6KQ1 2026OLDER
MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM3.50%$231M936.2KQ1 2026OLDER
Encore Global Management, LP$143M AUM3.42%$5M19.8KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM3.31%$11M46.2KQ1 2026OLDER
Corigliano Investment Advisers, LLC$256M AUM3.27%$9M56.6KQ4 2025OLDER
United Capital Management of KS, Inc.$660M AUM3.19%$21M85.2KQ1 2026OLDER
Fusion Capital, LLC$371M AUM2.99%$11M44.9KQ1 2026OLDER
ADAMS NATURAL RESOURCES FUND, INC.$863M AUM2.72%$23M95.0KQ1 2026OLDER
Signature Wealth Management Group$263M AUM2.70%$7M28.7KQ1 2026OLDER
Royal Palms Capital LLC$101M AUM2.66%$3M10.9KQ1 2026OLDER
Cincinnati Specialty Underwriters Insurance CO$412M AUM2.65%$11M44.1KQ1 2026OLDER
Geneva Partners, LLC$208M AUM2.60%$5M21.9KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM2.56%$127M514.6KQ1 2026OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM2.52%$7M29.9KQ1 2026OLDER
RIPOSTE CAPITAL LLC$392M AUM2.52%$10M40.0KQ1 2026OLDER
HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM2.50%$14M55.0KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM2.49%$35M140.1KQ1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM2.49%$5M18.3KQ1 2026OLDER
Mader & Shannon Wealth Management, Inc.$214M AUM2.46%$5M20.2KQ2 2026
Deane Retirement Strategies, Inc.$236M AUM2.39%$6M21.7KQ2 2026
Bank & Trust Co$148M AUM2.39%$4M14.3KQ1 2026OLDER
M3 Wealth Management, LLC$123M AUM2.28%$3M17.2KQ1 2026OLDER
Bell & Brown Wealth Advisors, LLC$311M AUM2.26%$7M43.1KQ1 2026OLDER
Summit Financial Wealth Advisors, LLC$705M AUM2.25%$16M64.4KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM2.24%$11M45.8KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM2.23%$3M10.3KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM2.19%$2M8.9KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM2.18%$4M17.8KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM2.16%$33M133.9KQ1 2026OLDER
WP Advisors, LLC$387M AUM2.04%$8M31.9KQ1 2026OLDER
ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM2.01%$3M12.0KQ1 2026OLDER
Hudson Capital Management LLC$387M AUM1.99%$8M31.1KQ1 2026OLDER
Blue Capital, Inc.$153M AUM1.95%$3M16.8KQ4 2025OLDER
Sonora Investment Management Group, LLC$1.4B AUM1.94%$27M161.0KQ3 2025OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM1.85%$3M12.0KQ1 2026OLDER
Advisory Resource Group$581M AUM1.81%$11M42.5KQ1 2026OLDER
Adams Asset Advisors, LLC$891M AUM1.78%$16M64.4KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM1.78%$279M1.13MQ1 2026OLDER
TrueMark Investments, LLC$514M AUM1.74%$9M36.1KQ1 2026OLDER
Cherokee Insurance Co$263M AUM1.72%$5M18.4KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM1.67%$20M81.5KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM1.67%$22M89.8KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM1.66%$3M12.1KQ1 2026OLDER
Cornerstone Select Advisors, LLC$160M AUM1.63%$3M10.5KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM1.60%$356M1.44MQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM1.59%$4M17.0KQ1 2026OLDER
OPAL CAPITAL LLC$565M AUM1.58%$9M36.1KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM1.56%$54M219.2KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM1.52%$4M15.2KQ1 2026OLDER
Dockside LLC$397M AUM1.52%$6M24.4KQ1 2026OLDER
Empire Life Investments Inc.$1.6B AUM1.48%$24M101.0KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM1.45%$5M19.3KQ1 2026OLDER
Providence Wealth Advisors, LLC$157M AUM1.44%$2M9.5KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM1.43%$25M106.1KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM1.41%$26M104.6KQ1 2026OLDER
FORTERIS WEALTH MANAGEMENT INC.$104M AUM1.39%$1M5.9KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM1.38%$1M6.0KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM1.36%$9M35.0KQ1 2026OLDER
CONNING INC.$3.0B AUM1.35%$41M164.4KQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM1.34%$58M359.1KQ4 2025OLDER
SouthState Bank Corp$2.1B AUM1.33%$29M115.6KQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM1.33%$88M356.5KQ1 2026OLDER
one8zero8, LLC$449M AUM1.33%$6M24.1KQ1 2026OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM1.31%$21M86.8KQ1 2026OLDER
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$837M AUM1.30%$11M44.1KQ1 2026OLDER
Northwest Bancshares, Inc.$502M AUM1.30%$7M26.4KQ1 2026OLDER
CHAPIN DAVIS, INC.$569M AUM1.29%$7M28.1KQ2 2026
Longbow Finance SA$552M AUM1.29%$7M28.8KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM1.28%$13M54.1KQ1 2026OLDER
KWMG, LLC$1.4B AUM1.28%$18M67.8KQ2 2026
MFG WEALTH MANAGEMENT, INC.$140M AUM1.27%$2M6.8KQ2 2026
REXFORD CAPITAL INC$140M AUM1.26%$2M7.2KQ1 2026OLDER
Trinity Legacy Partners, LLC$462M AUM1.25%$6M24.5KQ1 2026OLDER
PARAGON CAPITAL MANAGEMENT INC$118M AUM1.22%$2M9.7KQ4 2025OLDER
MinichMacGregor Wealth Management, LLC$567M AUM1.21%$7M27.8KQ1 2026OLDER
Nicholas Wealth, LLC.$145M AUM1.20%$2M7.1KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM1.19%$10M42.2KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM1.15%$7M28.5KQ1 2026OLDER
THREADGILL FINANCIAL, LLC$243M AUM1.15%$3M10.7KQ2 2026
TREMBLANT CAPITAL GROUP$3.1B AUM1.13%$35M141.6KQ1 2026OLDER
PATTON ALBERTSON MILLER GROUP, LLC$842M AUM1.11%$9M37.9KQ1 2026OLDER
Rice Partnership, LLC$732M AUM1.10%$8M32.6KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM1.09%$21M85.0KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM1.08%$11M43.2KQ1 2026OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM1.07%$5M20.9KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM1.04%$9M37.6KQ1 2026OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM1.04%$3M13.2KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM1.04%$2M7.3KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM1.04%$6M24.8KQ1 2026OLDER
Kennondale Capital Management LLC$139M AUM1.04%$1M5.8KQ1 2026OLDER
DMC Group, LLC$148M AUM1.03%$2M6.2KQ1 2026OLDER
River Street Advisors LLC$296M AUM1.03%$3M12.3KQ1 2026OLDER
ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM1.01%$2M6.9KQ1 2026OLDER
Barden Capital Management, Inc.$117M AUM1.01%$1M4.8KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM1.01%$2M7.3KQ2 2026
Athena Wealth Management, LLC$122M AUM1.00%$1M5.0KQ1 2026OLDER
Oceanic Investment Management LTD$118M AUM1.00%$1M4.8KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM1.00%$2M6.5KQ1 2026OLDER
PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM0.98%$12M48.4KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.94%$8M32.8KQ1 2026OLDER
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.93%$5M17.7KQ2 2026
Wealth Advisory Solutions, LLC$449M AUM0.92%$4M16.7KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.92%$3M13.9KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.91%$14M55.3KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.91%$1M5.8KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.91%$3M18.2KQ3 2025OLDER
Legacy Bridge, LLC$262M AUM0.88%$2M9.3KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.84%$214M865.8KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.84%$200M807.9KQ1 2026OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.84%$19M76.5KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.83%$4M14.7KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.83%$1M4.2KQ1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM0.83%$2M7.5KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.82%$2M9.3KQ1 2026OLDER
Laraway Financial Advisors Inc$142M AUM0.81%$1M4.6KQ1 2026OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.80%$40M162.2KQ1 2026OLDER
Park Capital Management, LLC / WI$103M AUM0.80%$818,0823.3KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.80%$6M22.5KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.79%$845,5083.4KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.78%$45M181.3KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM0.78%$1M5.2KQ1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.77%$41M164.5KQ1 2026OLDER
North Forty Two & Co.$108M AUM0.77%$833,8953.4KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.77%$31M124.0KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.76%$52M211.6KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.76%$2M8.5KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.75%$7M29.8KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.73%$7M29.0KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.73%$2M7.4KQ2 2026
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.73%$1M4.6KQ1 2026OLDER
Corsicana & Co.$158M AUM0.73%$1M8.7KQ1 2026OLDER
Narwhal Capital Management$1.4B AUM0.71%$10M39.1KQ1 2026OLDER
Monument Capital Management$399M AUM0.70%$3M11.4KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.70%$12M47.6KQ1 2026OLDER
Crescent Sterling, Ltd.$112M AUM0.69%$774,8093.0KQ2 2026
Sun Group Wealth Partners$127M AUM0.69%$871,4513.5KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.67%$5M22.2KQ1 2026OLDER
Shepherd Financial Partners LLC$1.1B AUM0.67%$7M28.6KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.67%$2M8.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.65%$14M57.4KQ1 2026OLDER
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM0.65%$1M6.1KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.65%$27M158.9KQ3 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.64%$1M4.6KQ1 2026OLDER
Family Manage LLC$834M AUM0.64%$5M21.5KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.63%$7M26.4KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.63%$114M462.8KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.63%$20M80.5KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.62%$1M5.7KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.61%$4M14.6KQ1 2026OLDER
MYDA Advisors LLC$608M AUM0.61%$4M15.0KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.61%$19M79.7KQ1 2026OLDER
Lewis Asset Management, LLC$245M AUM0.60%$1M5.9KQ1 2026OLDER
VAUGHAN & Co SECURITIES, INC.$193M AUM0.59%$1M4.6KQ1 2026OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.59%$2M8.9KQ1 2026OLDER
Rydar Equities, Inc.$129M AUM0.58%$754,7243.1KQ1 2026OLDER
Cypress Capital Group$889M AUM0.58%$5M21.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.58%$344M1.42MQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.57%$10M41.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.57%$2M8.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.56%$3M12.3KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM0.56%$1M4.2KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.56%$6M26.1KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.56%$756,3193.1KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.56%$19M114.0KQ4 2025OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.55%$10M39.8KQ1 2026OLDER
S Harris Financial Group, LLC$110M AUM0.55%$605,2842.5KQ1 2026OLDER
Summa Corp.$242M AUM0.55%$1M5.4KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.55%$10M39.7KQ1 2026OLDER
Busey Bank$3.7B AUM0.55%$20M81.8KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.55%$6M23.1KQ2 2026
WRIGHT INVESTORS SERVICE INC$318M AUM0.55%$2M7.0KQ1 2026OLDER
Hara Capital LLC$200M AUM0.54%$1M4.4KQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM0.54%$679,1604.2KQ4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.54%$6M22.3KQ1 2026OLDER
Mullaney, Keating & Wright, Inc.$184M AUM0.54%$988,3204.0KQ1 2026OLDER
Buckley Wealth Management, LLC$392M AUM0.53%$2M8.5KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.53%$4M13.5KQ2 2026
WASHINGTON TRUST BANK$1.4B AUM0.52%$7M28.4KQ1 2026OLDER
Neumann Capital Management, LLC$340M AUM0.52%$2M7.1KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.52%$11M44.4KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.52%$46M186.4KQ1 2026OLDER
Field & Main Bank$344M AUM0.51%$2M7.1KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.50%$3M11.8KQ1 2026OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.50%$11M44.5KQ1 2026OLDER
BCM ADVISORS, LLC$507M AUM0.50%$3M10.0KQ1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.50%$1M5.3KQ2 2026
Fulcrum Asset Management LLP$662M AUM0.49%$3M13.0KQ1 2026OLDER
Friedenthal Financial$199M AUM0.49%$953,9505.9KQ4 2025OLDER
St. Johns Investment Management Company, LLC$238M AUM0.49%$1M4.7KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.49%$6M33.4KQ3 2025OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.48%$5M19.0KQ1 2026OLDER
Chico Wealth RIA$164M AUM0.48%$785,4163.2KQ1 2026OLDER
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM0.48%$723,9442.9KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.48%$2M7.8KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.47%$2M9.8KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.47%$1M7.5KQ3 2025OLDER
Cladis Investment Advisory, LLC$182M AUM0.47%$848,4733.4KQ1 2026OLDER
Independent Solutions Wealth Management, LLC$679M AUM0.47%$3M12.8KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.47%$6M25.0KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.46%$41M165.5KQ1 2026OLDER
JT Stratford LLC$786M AUM0.46%$4M14.7KQ1 2026OLDER
RD Lewis Holdings, Inc.$115M AUM0.46%$533,2072.3KQ1 2026OLDER
Bannerstone Capital Management, LLC$104M AUM0.46%$481,7103.0KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.46%$568,8012.2KQ2 2026
MGB Wealth Management, LLC$350M AUM0.46%$2M9.8KQ4 2025OLDER
Journey Advisory Group, LLC$1.2B AUM0.46%$5M21.7KQ1 2026OLDER
Daner Wealth Management, LLC$170M AUM0.46%$774,1703.1KQ1 2026OLDER
PEDDOCK CAPITAL ADVISORS, LLC$453M AUM0.45%$2M8.3KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.44%$26M105.8KQ1 2026OLDER
Argyle Capital Management, LLC$308M AUM0.44%$1M5.5KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.44%$12M49.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.44%$416M1.68MQ1 2026OLDER
TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM0.43%$41M167.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.43%$8M30.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.43%$5M20.9KQ1 2026OLDER
Manske Wealth Management$357M AUM0.42%$2M6.1KQ1 2026OLDER
Vista Cima Wealth Management LLC$101M AUM0.42%$504,9913.0KQ3 2025OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.42%$469,2051.9KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.42%$7M30.0KQ1 2026OLDER
Appalachian Capital Management Ltd$125M AUM0.42%$518,8682.1KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.41%$4M15.9KQ1 2026OLDER
Spectrum Strategic Capital Management, LLC$186M AUM0.41%$759,5243.1KQ1 2026OLDER
BankPlus Wealth Management LLC$194M AUM0.41%$786,4433.2KQ1 2026OLDER
Michels Family Financial, LLC$139M AUM0.40%$559,8252.3KQ1 2026OLDER
Marin Bay Wealth Advisors, LLC$166M AUM0.40%$667,3533.5KQ1 2026OLDER
MARINO, STRAM & ASSOCIATES LLC$557M AUM0.40%$2M9.0KQ1 2026OLDER
DELTA FINANCIAL ADVISORS LLC$384M AUM0.40%$2M6.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.40%$14M86.3KQ4 2025OLDER
Stablepoint Partners, LLC$723M AUM0.40%$3M11.1KQ2 2026
Heritage Trust Co$997M AUM0.39%$4M15.9KQ1 2026OLDER
Ruggaard & Associates LLC$252M AUM0.39%$991,5324.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.39%$1.6B6.41MQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.39%$633,7362.6KQ1 2026OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.39%$772,6193.1KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.38%$19M76.2KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.38%$148M598.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.38%$702M2.84MQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.38%$22M89.1KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.38%$98M395.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.37%$1.6B6.54MQ1 2026OLDER
GERBER, LLC$179M AUM0.37%$665,1392.7KQ1 2026OLDER
Clearwave Capital, LLC$146M AUM0.37%$540,4652.2KQ1 2026OLDER
OBSIDIAN CIO, LLC$111M AUM0.37%$411,6981.7KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.37%$541,8462.2KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.37%$933,2213.8KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.37%$4M15.6KQ1 2026OLDER
VCI Wealth Management LLC$361M AUM0.36%$1M7.0KQ3 2025OLDER
Gallacher Capital Management LLC$261M AUM0.36%$946,1363.8KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM0.36%$10M40.7KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.36%$2M8.7KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.35%$4M18.1KQ1 2026OLDER
GUIDANCE CAPITAL, INC$446M AUM0.35%$1M7.8KQ4 2025OLDER
ADIRONDACK TRUST CO$298M AUM0.35%$1M4.3KQ1 2026OLDER
Meadow Creek Wealth Advisors LLC$155M AUM0.35%$546,5412.2KQ1 2026OLDER
Shorepoint Capital Partners LLC$503M AUM0.35%$2M10.4KQ3 2025OLDER
Thomasville National Bank$1.6B AUM0.35%$6M34.7KQ4 2025OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.35%$7M29.3KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.35%$24M95.6KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.35%$46M186.6KQ1 2026OLDER
Silver Coast Investments LLC$313M AUM0.35%$1M4.4KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.34%$982,6454.0KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.34%$12M48.3KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.34%$32M129.0KQ1 2026OLDER
Strait & Sound Wealth Management LLC$269M AUM0.34%$900,6073.6KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.33%$6M25.5KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.33%$36M143.6KQ1 2026OLDER
ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM0.33%$15M62.6KQ1 2026OLDER
Biltmore Wealth Management, LLC$281M AUM0.33%$932,3933.8KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.33%$1M5.3KQ1 2026OLDER
Ballast, Inc.$432M AUM0.33%$1M5.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.33%$17M69.7KQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.33%$944,9973.8KQ1 2026OLDER
Good Steward Wealth Advisors,LLC$156M AUM0.32%$503,5492.0KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.32%$4M16.0KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.32%$982,2444.0KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.32%$1M4.1KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.32%$22M89.3KQ1 2026OLDER
Element Wealth, LLC$242M AUM0.32%$773,4963.1KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.32%$21M85.1KQ1 2026OLDER
Founders Capital Management$205M AUM0.32%$649,8202.6KQ1 2026OLDER
Legacy Trust$522M AUM0.32%$2M6.7KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.32%$4M15.4KQ1 2026OLDER
Northstar Advisory Group, LLC$269M AUM0.32%$848,7203.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.32%$63M256.9KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.31%$395,8221.6KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.31%$6M23.6KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.31%$3M19.0KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.31%$14M54.7KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.31%$8M31.9KQ2 2026
Procyon Advisors, LLC$2.3B AUM0.31%$7M27.4KQ2 2026
GENTRY PRIVATE WEALTH, LLC$166M AUM0.31%$509,7262.1KQ1 2026OLDER
Crestmont Private Wealth LLC$317M AUM0.31%$972,5073.9KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.30%$329M1.33MQ1 2026OLDER
Investors Research Corp$523M AUM0.30%$2M6.4KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.30%$2M6.2KQ2 2026
SeaCrest Wealth Management, LLC$903M AUM0.30%$3M10.3KQ2 2026
Unison Advisors LLC$1.3B AUM0.30%$4M15.8KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.30%$1M5.0KQ1 2026OLDER
Corecam AG$117M AUM0.29%$345,6631.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.29%$84M514.4KQ4 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.29%$4M17.4KQ1 2026OLDER
Chesapeake Wealth Management$326M AUM0.29%$956,1983.9KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.29%$9M37.5KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.29%$41M165.8KQ1 2026OLDER
Forza Wealth Management, LLC$287M AUM0.29%$831,1773.4KQ1 2026OLDER
SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM0.29%$2M7.9KQ1 2026OLDER
XY Capital Ltd$101M AUM0.29%$455,8122.8KQ4 2025OLDER
Kendall Capital Management$488M AUM0.29%$1M5.7KQ1 2026OLDER
Intrepid Financial Planning Group LLC$248M AUM0.29%$710,1082.9KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.29%$22M99.6KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.28%$37M150.7KQ1 2026OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.28%$10M41.7KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.28%$2M7.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.28%$1M7.6KQ4 2025OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.28%$658,4682.7KQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM0.28%$401,8142.4KQ3 2025OLDER
111 Capital$406M AUM0.28%$1M4.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.28%$81M328.2KQ1 2026OLDER
United Community Bank$300M AUM0.28%$831,6713.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.28%$4M17.7KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.28%$1M5.0KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.28%$21M86.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.27%$554,2002.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.27%$683,7955.1KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.27%$55M224.6KQ1 2026OLDER
KG Capital Management$139M AUM0.27%$380,0731.5KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.27%$902,3363.7KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.27%$277,4711.1KQ1 2026OLDER
Steadtrust LLC$198M AUM0.27%$531,2982.0KQ2 2026
Phoenix Wealth Advisors$253M AUM0.27%$678,9762.7KQ1 2026OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.27%$518,8682.1KQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.27%$968,5543.9KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.27%$3M10.3KQ1 2026OLDER
Fairbanks Capital Management, Inc.$160M AUM0.27%$426,7071.7KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.27%$8M31.7KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.27%$3M12.1KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.26%$508,5612.1KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.26%$48M192.4KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.26%$16M63.3KQ1 2026OLDER
Old Port Advisors$434M AUM0.26%$1M4.6KQ1 2026OLDER
AUA CAPITAL MANAGEMENT, LLC$196M AUM0.26%$507,2552.1KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.26%$2M9.7KQ1 2026OLDER
Garrett Wealth Advisory Group, LLC$562M AUM0.26%$1M5.9KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.26%$461,0642.7KQ3 2025OLDER
Deseret Mutual Benefit Administrators$294M AUM0.25%$746,6763.0KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.25%$7M27.4KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.25%$1M4.9KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.25%$4M18.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.25%$394,4402.4KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.25%$1M6.2KQ4 2025OLDER
Evernest Financial Advisors, LLC$481M AUM0.25%$1M5.0KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.25%$17M69.9KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.25%$983,8734.0KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.24%$17M76.4KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.24%$36M221.0KQ4 2025OLDER
Wahed Invest LLC$770M AUM0.24%$2M7.5KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.24%$104M420.2KQ1 2026OLDER
DSG Capital Advisors, LLC$625M AUM0.24%$2M6.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.24%$44M179.5KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.24%$4M18.0KQ1 2026OLDER
Capital Planning Advisors, LLC$692M AUM0.24%$2M6.7KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.24%$167M676.7KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.24%$113M459.0KQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.24%$4M15.4KQ1 2026OLDER
FIRST COMMUNITY TRUST NA$136M AUM0.24%$321,2041.3KQ1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.23%$1M5.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.23%$2M8.13MQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.23%$875,1803.5KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.23%$552,6822.3KQ1 2026OLDER
Central Asset Investments & Management Holdings (HK) Ltd$108M AUM0.23%$247,0801.0KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.23%$338,7471.4KQ1 2026OLDER
Tranquility Partners, LLC$265M AUM0.22%$596,2042.4KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.22%$727,4782.9KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.22%$890,1843.4KQ2 2026
Coastline Trust Co$1.0B AUM0.22%$2M9.1KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.22%$4M17.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.22%$41M166.9KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.22%$1M4.0KQ2 2026
LCM Capital Management Inc$199M AUM0.22%$439,8121.8KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.22%$11M42.6KQ1 2026OLDER
Vigilare Wealth Management$326M AUM0.22%$713,3452.7KQ2 2026
ATLas Financial Planning LLC$112M AUM0.22%$243,546986Q1 2026OLDER
Mascagni Wealth Management, Inc.$140M AUM0.22%$304,8331.2KQ1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM0.22%$229,537929Q1 2026OLDER
Financial Synergies Wealth Advisors, Inc.$1.0B AUM0.22%$2M9.2KQ1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.21%$5M29.8KQ4 2025OLDER
Palumbo Wealth Management LLC$410M AUM0.21%$870,2173.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.21%$54M218.6KQ1 2026OLDER
Bristlecone Advisors, LLC$1.2B AUM0.21%$3M14.9KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.21%$880M3.56MQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.21%$859,0443.5KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.21%$3M12.0KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.21%$2M6.3KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.21%$352,0901.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.21%$413,2031.7KQ1 2026OLDER
Keudell/Morrison Wealth Management$489M AUM0.21%$1M4.1KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.21%$2M6.8KQ1 2026OLDER
PUREfi Wealth, LLC$153M AUM0.21%$316,7571.3KQ1 2026OLDER
Sovereign Financial Group, Inc.$576M AUM0.21%$1M4.8KQ1 2026OLDER
Ponta Wealth Partners, LLC$124M AUM0.21%$256,7161.0KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM0.21%$4M15.3KQ2 2026
CULTIVAR CAPITAL, INC.$155M AUM0.21%$319,8211.2KQ2 2026
R Squared Ltd$182M AUM0.21%$440,3472.7KQ4 2025OLDER
Cypress Wealth Services, LLC$708M AUM0.21%$1M5.9KQ1 2026OLDER
Concorde Asset Management, LLC$204M AUM0.20%$412,7141.7KQ2 2026
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.20%$1M5.8KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.20%$12M46.0KQ1 2026OLDER
Generali Investments, Management Co LLC$430M AUM0.20%$867,2513.5KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.20%$7M30.3KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.20%$353,6631.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.20%$11M42.6KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.20%$12M75.0KQ4 2025OLDER
Dakota Wealth Management$4.6B AUM0.20%$9M37.1KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.20%$2M6.9KQ1 2026OLDER
BRAVE ASSET MANAGEMENT INC$467M AUM0.20%$925,8643.6KQ2 2026
Armor Investment Advisors, LLC$278M AUM0.20%$548,3152.2KQ1 2026OLDER
BXM Wealth LLC$130M AUM0.20%$208,5691.2KQ3 2025OLDER
Corus Family Wealth Advisors$123M AUM0.20%$242,539982Q1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.20%$2M6.2KQ1 2026OLDER
Pinion Investment Advisors, LLC$428M AUM0.20%$838,5903.4KQ1 2026OLDER
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM0.20%$448,6971.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.19%$3.7B14.88MQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.19%$8M28.8KQ2 2026
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.19%$3M13.4KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.19%$4M16.6KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.19%$3M13.6KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.19%$12M49.5KQ1 2026OLDER
NDVR, Inc.$121M AUM0.19%$230,0211.4KQ3 2025OLDER
Colonial River Investments, LLC$279M AUM0.19%$532,9522.2KQ1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.19%$273,2701.1KQ1 2026OLDER
EWG Elevate Inc.$320M AUM0.19%$607,9983.6KQ3 2025OLDER
Horizon Advisory Services, Inc.$195M AUM0.19%$369,4642.2KQ3 2025OLDER
Oder Investment Management, LLC$130M AUM0.19%$245,350993Q1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.19%$3M12.9KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.19%$776,8093.0KQ2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.19%$178M720.4KQ1 2026OLDER
Brady Martz Wealth Solutions, LLC$587M AUM0.18%$1M4.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.18%$49M199.3KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.18%$441,0521.8KQ1 2026OLDER
Storgate, LLC$127M AUM0.18%$234,479949Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.18%$29M116.6KQ2 2026
OneAscent Wealth Management LLC$302M AUM0.18%$555,5112.2KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.18%$28M111.8KQ1 2026OLDER
COLLECTIVE FAMILY OFFICE LLC$489M AUM0.18%$893,5703.4KQ2 2026
Prosperity Consulting Group, LLC$2.2B AUM0.18%$4M16.6KQ1 2026OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM0.18%$1M4.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.18%$673M2.72MQ1 2026OLDER
Daviman Financial, LLC$169M AUM0.18%$304,1551.2KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.18%$667,1162.7KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM0.18%$7M26.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.18%$167M672.2KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.18%$701,7072.8KQ1 2026OLDER
Arkfeld Wealth Strategies, L.L.C.$316M AUM0.18%$563,9572.4KQ1 2026OLDER
BOKF, NA$6.5B AUM0.18%$12M47.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.18%$5M19.6KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.18%$11M42.9KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.18%$427,9431.7KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.18%$205,076830Q1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.18%$25M101.9KQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.18%$1M47.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.17%$419M1.70MQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.17%$2M6.7KQ1 2026OLDER
Amundi$367.1B AUM0.17%$639M2.58MQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.17%$12M47.0KQ1 2026OLDER
Optivise Advisory Services LLC$165M AUM0.17%$285,9761.2KQ1 2026OLDER
LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM0.17%$1M4.1KQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.17%$295,8601.1KQ2 2026
TCFG Investment Advisors, LLC$267M AUM0.17%$456,3571.8KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.17%$456,3571.8KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.17%$257,7051.0KQ1 2026OLDER
Essex Bank$452M AUM0.17%$767,1833.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.17%$504M2.02MQ1 2026OLDER
Providence First Trust Co$284M AUM0.17%$481,8061.9KQ1 2026OLDER
Yukon Wealth Management, Inc.$168M AUM0.17%$514,8673.0KQ3 2025OLDER
Exchange Bank$161M AUM0.17%$270,3361.0KQ2 2026
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.17%$2M7.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.17%$169M682.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.17%$4.8B19.62MQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.17%$3M13.4KQ1 2026OLDER
Pacific Center for Financial Services$394M AUM0.17%$656,5762.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.17%$104M419.2KQ1 2026OLDER
Argentarii, LLC$286M AUM0.17%$475,6291.9KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.17%$310,0851.3KQ1 2026OLDER
Grant Private Wealth Management Inc$237M AUM0.17%$393,8271.5KQ2 2026
XXI WEALTH, LLC$177M AUM0.17%$291,3071.2KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.16%$5M19.6KQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.16%$3M11.9KQ1 2026OLDER

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