AAPLAPPLE INC
CUSIP 037833100 · Yahoo Finance ↗ · Google Finance ↗
Apple Inc (AAPL) has 6,031 institutional holders in Filings Flow’s 13F database, together reporting 9344.50M shares worth $2.26T as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
6,031
Q1 2026
Reported Value
$2.26T
Ticker
AAPL
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GLP Holdings LLLP$111M AUM | 95.54% | $106M | 367.6K | Q2 2026 |
| RJA Asset Management LLC$272M AUM | 91.53% | $249M | 980.2K | Q1 2026OLDER |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC$117M AUM | 67.54% | $79M | 311.4K | Q1 2026OLDER |
| 9823 Capital, L.P.$132M AUM | 58.58% | $78M | 305.8K | Q1 2026OLDER |
| Prospect Hill Management, LLC$224M AUM | 57.18% | $128M | 505.5K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 54.48% | $274M | 1.08M | Q1 2026OLDER |
| Hoffman, Alan N Investment Management$169M AUM | 52.57% | $89M | 307.6K | Q2 2026 |
| Circle Wealth Management, LLC$7.0B AUM | 43.22% | $3.0B | 12.29M | Q1 2026OLDER |
| H&H International Investment, LLC$20.0B AUM | 36.72% | $7.3B | 28.95M | Q1 2026OLDER |
| Stembrook Asset Management, LLC$102M AUM | 34.72% | $35M | 139.7K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 32.29% | $113M | 446.4K | Q1 2026OLDER |
| TRB Advisors LP$146M AUM | 30.45% | $44M | 175.0K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 29.71% | $55M | 215.5K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 28.90% | $996M | 3.92M | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 27.05% | $39M | 152.8K | Q1 2026OLDER |
| Golden Unicorn (BVI) Ltd$697M AUM | 25.49% | $178M | 700.0K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 24.40% | $175M | 687.9K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 24.32% | $239M | 940.4K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 24.00% | $49M | 194.8K | Q1 2026OLDER |
| Wilmar Advisors LLC$116M AUM | 23.26% | $27M | 106.0K | Q1 2026OLDER |
| Greenbrier Partners Capital Management, LLC$1.3B AUM | 23.08% | $300M | 1.18M | Q1 2026OLDER |
| BSN Capital Partners Ltd$1.8B AUM | 22.33% | $403M | 1.60M | Q2 2026 |
| BERKSHIRE HATHAWAY INC$263.1B AUM | 21.99% | $57.8B | 227.92M | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 21.87% | $35M | 136.5K | Q1 2026OLDER |
| Integrated Financial Solutions, Inc.$144M AUM | 21.12% | $30M | 120.0K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 20.51% | $21M | 82.2K | Q1 2026OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 20.36% | $228M | 898.7K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 20.27% | $27M | 105.4K | Q1 2026OLDER |
| Seek First Inc.$142M AUM | 20.13% | $29M | 112.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 19.48% | $121M | 474.9K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 19.41% | $35M | 136.9K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 19.39% | $27M | 26.61M | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 19.21% | $21M | 81.8K | Q1 2026OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 18.74% | $71M | 279.8K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 18.06% | $110M | 433.1K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 18.04% | $44M | 174.3K | Q1 2026OLDER |
| Draper Asset Management, LLC$176M AUM | 17.92% | $32M | 124.2K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 17.87% | $24M | 93.1K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 17.59% | $32M | 127.5K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 17.48% | $37M | 147.2K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 16.93% | $138M | 544.5K | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 16.86% | $36M | 143.6K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 16.65% | $97M | 382.6K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 16.57% | $29M | 115.1K | Q1 2026OLDER |
| TradeWell Securities, LLC.$237M AUM | 16.50% | $39M | 153.3K | Q1 2026OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 16.47% | $31M | 120.8K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 16.45% | $62M | 227.6K | Q4 2025OLDER |
| BENDER ROBERT & ASSOCIATES$417M AUM | 15.96% | $67M | 262.2K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 15.81% | $20M | 78.9K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 15.80% | $194M | 764.4K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 15.60% | $64M | 253.1K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 15.58% | $40M | 159.4K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 15.52% | $443M | 1.74M | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 15.37% | $41M | 159.6K | Q1 2026OLDER |
| 7G CAPITAL MANAGEMENT, LLC$168M AUM | 15.09% | $25M | 100.0K | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 15.01% | $56M | 220.4K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 14.86% | $72M | 285.1K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 14.47% | $24M | 92.7K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 14.43% | $68M | 267.6K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 14.32% | $39M | 154.4K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 14.30% | $710M | 2.80M | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 14.29% | $26M | 101.4K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 14.12% | $33M | 128.9K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 14.06% | $24M | 93.1K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 13.86% | $123M | 486.0K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 13.85% | $20M | 77.1K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 13.56% | $21M | 84.0K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 13.56% | $36M | 140.2K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 13.45% | $130M | 511.2K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 13.43% | $1.0B | 4.11M | Q1 2026OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 13.39% | $38M | 150.2K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 13.29% | $38M | 150.6K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 13.12% | $14M | 55.9K | Q1 2026OLDER |
| Holcombe Financial, Inc.$170M AUM | 13.03% | $22M | 87.3K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 12.84% | $117M | 459.6K | Q3 2025OLDER |
| Leisure Capital Management$286M AUM | 12.74% | $36M | 143.4K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 12.70% | $22M | 85.6K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 12.68% | $61M | 238.8K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 12.67% | $14M | 53.4K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 12.63% | $24M | 93.2K | Q1 2026OLDER |
| Settian Capital LP$143M AUM | 12.60% | $18M | 70.9K | Q1 2026OLDER |
| Decatur Capital Management, Inc.$219M AUM | 12.54% | $27M | 108.0K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 12.43% | $96M | 377.2K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 12.42% | $32M | 124.5K | Q1 2026OLDER |
| HOWARD HUGHES MEDICAL INSTITUTE$416M AUM | 12.13% | $50M | 198.8K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 12.12% | $20M | 69.0K | Q2 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 12.08% | $145M | 571.7K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 12.04% | $40M | 157.5K | Q1 2026OLDER |
| BOURNE LENT ASSET MANAGEMENT INC$272M AUM | 11.95% | $33M | 128.1K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 11.95% | $17M | 67.6K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 11.71% | $54M | 185.0K | Q2 2026 |
| Accent Capital Management, LLC$206M AUM | 11.60% | $24M | 94.3K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 11.59% | $22M | 87.5K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 11.54% | $21M | 72.4K | Q2 2026 |
| Papamarkou Wellner Asset Management inc.$164M AUM | 11.50% | $19M | 74.1K | Q1 2026OLDER |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 11.48% | $14M | 57.1K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 11.45% | $106M | 418.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 11.37% | $171M | 628.2K | Q2 2026 |
| Community Bank, N.A.$840M AUM | 11.26% | $95M | 372.9K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 11.24% | $30M | 116.4K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 11.22% | $88M | 345.6K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 11.16% | $32M | 127.7K | Q1 2026OLDER |
| Ursa Fund Management, LLC$108M AUM | 11.15% | $272M | 1.00M | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 11.05% | $33M | 128.8K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 11.05% | $17M | 65.4K | Q1 2026OLDER |
| TTP Investments, Inc.$240M AUM | 11.01% | $26M | 104.1K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 10.99% | $14M | 54.0K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 10.94% | $33M | 130.6K | Q2 2026 |
| Sustainable Insight Capital Management, LLC$298M AUM | 10.91% | $32M | 128.0K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 10.91% | $19M | 75.0K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 10.86% | $30M | 117.1K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 10.84% | $20M | 77.4K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 10.81% | $38M | 148.8K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 10.79% | $12M | 48.8K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 10.73% | $53M | 209.9K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 10.71% | $18M | 64.8K | Q4 2025OLDER |
| POTENTIA WEALTH$259M AUM | 10.66% | $28M | 108.8K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 10.63% | $15M | 58.8K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 10.54% | $53M | 208.2K | Q1 2026OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 10.52% | $38M | 151.7K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 10.51% | $27M | 106.9K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 10.48% | $70M | 275.5K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 10.43% | $17M | 62.4K | Q1 2026OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 10.42% | $117M | 461.0K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 10.41% | $23M | 90.5K | Q4 2025OLDER |
| Koa Wealth Management, LLC$138M AUM | 10.41% | $14M | 56.7K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 10.36% | $54M | 212.6K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 10.34% | $17M | 66.4K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 10.30% | $69M | 271.3K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 10.29% | $38M | 151.5K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 10.26% | $35M | 137.5K | Q1 2026OLDER |
| Park State Asset Management$132M AUM | 10.23% | $14M | 53.3K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 10.22% | $18M | 71.4K | Q3 2025OLDER |
| First American Bank$1.6B AUM | 10.20% | $163M | 640.7K | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 10.20% | $19M | 375.8K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 10.19% | $20M | 80.0K | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 10.17% | $38M | 148.8K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 10.16% | $39M | 154.7K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 10.09% | $23M | 98.7K | Q2 2026 |
| Paragon Capital Management LLC$202M AUM | 10.08% | $20M | 80.2K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 10.06% | $39M | 155.3K | Q1 2026OLDER |
| ACADEMY CAPITAL MANAGEMENT$699M AUM | 10.03% | $70M | 276.3K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 10.02% | $151M | 596.7K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 10.01% | $53M | 247.5K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 9.98% | $34M | 134.0K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 9.97% | $13M | 49.9K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 9.96% | $38M | 148.7K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 9.95% | $22M | 86.0K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 9.91% | $15M | 57.8K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 9.91% | $27M | 104.9K | Q1 2026OLDER |
| JIA INVESTMENT ALLIANCE PTE. LTD.$956M AUM | 9.87% | $94M | 371.7K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 9.86% | $23M | 91.5K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 9.84% | $37M | 135.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 9.80% | $265M | 1.04M | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 9.77% | $271M | 1.07M | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 9.76% | $17M | 65.7K | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 9.75% | $128M | 505.3K | Q1 2026OLDER |
| Norman Fields, Gottscho Capital Management, LLC$330M AUM | 9.73% | $32M | 111.0K | Q2 2026 |
| Sterneck Capital Management, LLC$223M AUM | 9.71% | $22M | 85.2K | Q1 2026OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 9.70% | $26M | 102.8K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 9.70% | $21M | 81.8K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 9.69% | $26M | 102.1K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 9.67% | $17M | 57.6K | Q2 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 9.66% | $34M | 135.4K | Q1 2026OLDER |
| Haven Capital Group, Inc.$108M AUM | 9.62% | $10M | 40.9K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 9.57% | $50M | 198.1K | Q1 2026OLDER |
| OAKMONT Corp$526M AUM | 9.57% | $50M | 198.6K | Q1 2026OLDER |
| University of Wisconsin Foundation$113M AUM | 9.54% | $11M | 42.3K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 9.53% | $17M | 65.4K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 9.52% | $13M | 51.1K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 9.52% | $158M | 621.5K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 9.43% | $19M | 76.0K | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 9.42% | $150M | 592.6K | Q1 2026OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 9.40% | $21M | 81.4K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 9.40% | $34M | 135.7K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 9.35% | $16M | 62.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 9.35% | $277M | 1.09M | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 9.34% | $22M | 87.7K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 9.33% | $20M | 79.8K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 9.30% | $13M | 51.3K | Q1 2026OLDER |
| Alight Capital Management LP$417M AUM | 9.27% | $39M | 152.5K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 9.27% | $101M | 397.5K | Q1 2026OLDER |
| Mirabaud & Cie SA$249M AUM | 9.25% | $23M | 79.6K | Q2 2026 |
| AUCTUS ADVISORS LLC$105M AUM | 9.23% | $10M | 38.3K | Q1 2026OLDER |
| Tsai Capital Corp$134M AUM | 9.23% | $12M | 48.9K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 9.18% | $22M | 84.8K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 9.17% | $43M | 170.8K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 9.17% | $21M | 81.2K | Q2 2026 |
| Winslow Capital Management, LLC$25.6B AUM | 9.16% | $2.3B | 9.26M | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 9.16% | $12M | 60.7K | Q4 2025OLDER |
| UNIO CAPITAL LLC$466M AUM | 9.15% | $43M | 168.2K | Q1 2026OLDER |
| RWQ Financial Management Services, Inc.$153M AUM | 9.11% | $14M | 55.1K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 9.09% | $108M | 426.2K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 9.08% | $15M | 62.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 9.08% | $63M | 248.4K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 9.05% | $85M | 333.0K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 9.01% | $3.5B | 13.88M | Q1 2026OLDER |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B AUM | 8.99% | $810M | 2.80M | Q2 2026 |
| FIRETRAIL INVESTMENTS PTY LTD$293M AUM | 8.94% | $26M | 103.2K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 8.85% | $39M | 155.3K | Q1 2026OLDER |
| STF Management LP$107M AUM | 8.82% | $9M | 34.6K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 8.82% | $80M | 275.3K | Q2 2026 |
| Alan B Lancz & Associates, Inc.$103M AUM | 8.80% | $9M | 35.7K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 8.79% | $77M | 302.2K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 8.77% | $131M | 516.4K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 8.77% | $39M | 153.7K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 8.77% | $36M | 140.8K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 8.76% | $55M | 218.4K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 8.72% | $44M | 175.2K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 8.72% | $10M | 38.9K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 8.72% | $12M | 48.6K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 8.70% | $17M | 68.3K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 8.68% | $16M | 62.4K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 8.67% | $9M | 34.5K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 8.67% | $76M | 299.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 8.65% | $14M | 56.8K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 8.64% | $22M | 85.5K | Q3 2025OLDER |
| Karani Asset Management LLC$122M AUM | 8.64% | $11M | 41.6K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 8.62% | $134M | 526.4K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 8.61% | $12M | 46.0K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 8.57% | $146M | 592.3K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 8.57% | $41M | 142.7K | Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 8.55% | $187M | 737.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 8.49% | $86M | 338.7K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 8.48% | $16M | 63.8K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 8.47% | $29M | 113.0K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 8.46% | $10M | 41.0K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 8.46% | $9M | 36.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 8.46% | $17M | 67.3K | Q1 2026OLDER |
| Tenere Capital LLC$136M AUM | 8.39% | $11M | 45.1K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 8.39% | $28M | 111.5K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 8.38% | $109M | 428.5K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 8.37% | $41M | 163.2K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 8.36% | $1M | 5.4K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 8.33% | $69M | 271.5K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 8.32% | $44M | 173.9K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 8.32% | $27M | 106.1K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 8.31% | $348M | 1.37M | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 8.30% | $18M | 72.5K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 8.29% | $12M | 47.3K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 8.27% | $14M | 54.8K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 8.23% | $14M | 56.8K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 8.23% | $102M | 400.9K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 8.22% | $23M | 88.7K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 8.21% | $30M | 118.4K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 8.21% | $14M | 52.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 8.19% | $102M | 403.4K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 8.19% | $9M | 37.2K | Q1 2026OLDER |
| Geremia Financial Services, LLC$123M AUM | 8.18% | $10M | 39.6K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 8.16% | $18M | 70.7K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 8.16% | $10M | 39.2K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 8.16% | $32M | 109.8K | Q2 2026 |
| Silvant Capital Management LLC$2.9B AUM | 8.15% | $236M | 929.1K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 8.14% | $19M | 64.4K | Q2 2026 |
| Investment Management Trust, LLC$103M AUM | 8.11% | $8M | 32.8K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 8.08% | $9M | 36.7K | Q2 2026 |
| Edge Wealth Management LLC$594M AUM | 8.06% | $48M | 165.3K | Q2 2026 |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 8.04% | $71M | 281.7K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 8.02% | $48M | 190.3K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 8.02% | $10M | 41.1K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 8.01% | $40M | 156.7K | Q1 2026OLDER |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 7.99% | $35M | 139.7K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 7.99% | $15M | 59.8K | Q1 2026OLDER |
| JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM | 7.98% | $405M | 1.60M | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 7.98% | $1.5B | 6.03M | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 7.98% | $26M | 100.8K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 7.98% | $11M | 44.7K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 7.97% | $49M | 191.6K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 7.97% | $77M | 265.9K | Q2 2026 |
| Brown Miller Wealth Management, LLC$352M AUM | 7.97% | $28M | 110.4K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 7.96% | $10M | 39.0K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 7.93% | $23M | 90.4K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 7.93% | $35M | 138.7K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 7.91% | $81M | 318.4K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 7.91% | $12M | 46.1K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 7.90% | $17M | 66.7K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 7.89% | $12M | 40.6K | Q2 2026 |
| SteelPeak Wealth, LLC$3.3B AUM | 7.88% | $258M | 1.02M | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 7.86% | $9M | 36.4K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 7.86% | $16M | 63.2K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 7.85% | $43M | 169.0K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 7.83% | $15M | 58.5K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 7.82% | $364M | 1.44M | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 7.82% | $16M | 64.6K | Q3 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 7.80% | $357M | 1.49M | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 7.78% | $28M | 110.2K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 7.78% | $9M | 35.3K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 7.76% | $1.9B | 7.52M | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 7.76% | $68M | 266.8K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 7.76% | $34M | 134.7K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 7.75% | $20M | 77.2K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 7.75% | $11M | 44.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 7.74% | $66M | 260.6K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 7.74% | $10M | 40.2K | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 7.74% | $130M | 480.0K | Q4 2025OLDER |
| Oriental Harbor Investment Master Fund$1.1B AUM | 7.71% | $87M | 344.3K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 7.71% | $15M | 60.1K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 7.71% | $24M | 96.4K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 7.70% | $8M | 33.1K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 7.68% | $10M | 39.1K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 7.67% | $40M | 156.4K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 7.66% | $24M | 96.3K | Q1 2026OLDER |
| Niles Investment Management, LLC$111M AUM | 7.63% | $8M | 33.5K | Q1 2026OLDER |
| Carroll Investors, Inc$187M AUM | 7.62% | $14M | 56.2K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 7.62% | $20M | 68.7K | Q2 2026 |
| Olistico Wealth, LLC$203M AUM | 7.62% | $15M | 60.9K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 7.61% | $21M | 84.3K | Q1 2026OLDER |
| NatWest Group plc$462M AUM | 7.61% | $35M | 138.7K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 7.59% | $11M | 42.4K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 7.58% | $680M | 2.68M | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 7.58% | $49M | 180.5K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 7.57% | $26M | 101.6K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 7.57% | $38M | 151.1K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 7.57% | $64M | 252.0K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 7.56% | $16M | 58.0K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 7.56% | $43M | 166.3K | Q1 2026OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 7.55% | $89M | 350.0K | Q1 2026OLDER |
| Ervin Investment Management, LLC$171M AUM | 7.54% | $13M | 50.7K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 7.51% | $36M | 135.1K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 7.50% | $31M | 121.8K | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 7.50% | $71M | 279.6K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 7.49% | $16M | 61.3K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 7.48% | $15M | 60.8K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 7.48% | $61M | 193.8K | Q2 2026 |
| Rockline Wealth Management, LLC$460M AUM | 7.48% | $34M | 135.6K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 7.48% | $9M | 36.2K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 7.47% | $14M | 53.5K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 7.47% | $20M | 80.4K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 7.46% | $50M | 196.2K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 7.46% | $14M | 55.4K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 7.44% | $18M | 71.5K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 7.43% | $16M | 63.0K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 7.42% | $191M | 753.7K | Q1 2026OLDER |
| Harbor Island Capital LLC$269M AUM | 7.41% | $20M | 78.6K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 7.40% | $9M | 34.0K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 7.37% | $558M | 2.52M | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 7.36% | $38M | 150.5K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 7.36% | $9M | 34.7K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 7.35% | $13M | 51.6K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 7.35% | $23M | 90.3K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 7.34% | $146M | 506.1K | Q2 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 7.34% | $9M | 36.7K | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 7.34% | $2.1B | 8.15M | Q1 2026OLDER |
| AMI ASSET MANAGEMENT CORP$1.6B AUM | 7.34% | $115M | 452.8K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 7.34% | $41M | 159.6K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 7.33% | $31M | 121.0K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 7.33% | $14M | 47.1K | Q2 2026 |
| Valley Brook Capital Group, Inc.$149M AUM | 7.30% | $11M | 42.9K | Q1 2026OLDER |
| TLW Wealth Management, LLC$171M AUM | 7.29% | $12M | 49.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 7.29% | $1.0B | 4.04M | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 7.29% | $8M | 32.0K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 7.29% | $36M | 143.4K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 7.28% | $29M | 112.9K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 7.28% | $7M | 29.4K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 7.27% | $106M | 416.0K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 7.27% | $198M | 778.7K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 7.27% | $26M | 101.8K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 7.26% | $32M | 126.2K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 7.24% | $20M | 80.6K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 7.24% | $22M | 85.4K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 7.22% | $1.8B | 7.22M | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 7.21% | $11M | 44.6K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 7.21% | $8M | 31.4K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 7.19% | $57M | 224.4K | Q1 2026OLDER |
| Georgetown University$221M AUM | 7.19% | $16M | 62.6K | Q1 2026OLDER |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 7.18% | $474M | 1.87M | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 7.17% | $35M | 137.4K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 7.16% | $208M | 819.7K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 7.16% | $25M | 100.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 7.14% | $43M | 167.6K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 7.14% | $258M | 1.02M | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 7.13% | $9M | 34.8K | Q2 2026 |
| Dauntless Investment Group, LLC$151M AUM | 7.12% | $11M | 44.8K | Q3 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 7.11% | $43M | 170.5K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 7.11% | $15M | 57.9K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 7.11% | $18M | 71.5K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 7.11% | $14M | 54.1K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 7.11% | $242M | 954.5K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 7.11% | $23M | 90.6K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 7.11% | $9M | 31.3K | Q2 2026 |
| DSG Capital Advisors, LLC$625M AUM | 7.10% | $44M | 174.9K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 7.10% | $20M | 80.6K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 7.09% | $19M | 64.6K | Q2 2026 |
| WEDGEWOOD PARTNERS INC$484M AUM | 7.08% | $34M | 135.1K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 7.08% | $58M | 228.9K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 7.07% | $213M | 839.8K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 7.07% | $23M | 90.4K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 7.06% | $28M | 109.2K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 7.06% | $136M | 534.4K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 7.05% | $8M | 31.0K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 7.05% | $106M | 418.4K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 7.04% | $16M | 63.5K | Q1 2026OLDER |
| Redwood Family Wealth LLC$102M AUM | 7.04% | $7M | 28.4K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 7.04% | $1.5B | 5.86M | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 7.03% | $2.9B | 11.50M | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 7.03% | $99M | 389.9K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 7.03% | $10M | 40.4K | Q1 2026OLDER |
| MSA Advisors, LLC$333M AUM | 7.02% | $23M | 92.0K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 6.95% | $10M | 35.6K | Q2 2026 |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 6.93% | $14M | 55.9K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 6.93% | $54M | 211.7K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 6.93% | $19M | 73.9K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 6.92% | $761M | 2.80M | Q2 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 6.90% | $93M | 366.1K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 6.90% | $20M | 80.5K | Q1 2026OLDER |
| Two Point Capital Management, Inc.$229M AUM | 6.89% | $16M | 62.2K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 6.89% | $10M | 40.0K | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 6.89% | $10M | 40.6K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 6.88% | $9M | 36.9K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 6.88% | $60M | 237.5K | Q1 2026OLDER |
| Castlefield Investment Partners LLP$131M AUM | 6.86% | $9M | 35.4K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 6.86% | $195M | 767.3K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 6.86% | $14M | 54.0K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 6.86% | $7M | 28.0K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 6.85% | $33M | 130.1K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 6.85% | $29M | 115.0K | Q1 2026OLDER |
| Cache Advisors, LLC$866M AUM | 6.85% | $59M | 233.8K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 6.85% | $53M | 210.5K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 6.85% | $9M | 37.4K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 6.85% | $25M | 99.9K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 6.85% | $24M | 96.3K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 6.83% | $14M | 53.7K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 6.83% | $4.2B | 16.66M | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 6.83% | $20M | 76.0K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 6.82% | $13M | 52.6K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 6.82% | $87M | 341.4K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 6.79% | $149M | 588.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 6.78% | $13M | 52.8K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 6.77% | $23M | 88.7K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 6.77% | $551M | 2.17M | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 6.77% | $16M | 61.8K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 6.77% | $35M | 138.2K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 6.74% | $30M | 119.2K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 6.73% | $212M | 836.6K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 6.72% | $177M | 697.2K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 6.71% | $21M | 74.4K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 6.70% | $20M | 78.4K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 6.70% | $20M | 77.4K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 6.70% | $10M | 40.6K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 6.69% | $32M | 109.6K | Q2 2026 |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 6.68% | $47M | 185.6K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 6.68% | $21M | 82.3K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 6.67% | $38M | 150.6K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 6.67% | $33M | 129.6K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 6.66% | $10M | 40.0K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 6.65% | $27M | 106.0K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 6.65% | $182M | 716.2K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 6.65% | $46M | 179.6K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 6.65% | $8M | 31.6K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 6.65% | $16M | 60.0K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 6.65% | $82M | 323.9K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 6.65% | $58M | 227.1K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 6.64% | $103M | 406.1K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 6.64% | $98M | 384.3K | Q1 2026OLDER |
| Copos Capital S.a r.l.$143M AUM | 6.63% | $9M | 34.9K | Q4 2025OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 6.63% | $1.0B | 3.99M | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 6.63% | $22M | 87.7K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 6.63% | $162M | 637.5K | Q3 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 6.63% | $402M | 1.58M | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 6.62% | $30M | 110.7K | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 6.61% | $158M | 582.5K | Q4 2025OLDER |
| CRA Financial Services, LLC$770M AUM | 6.61% | $51M | 200.5K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 6.61% | $243M | 959.1K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 6.60% | $1.7B | 6.43M | Q2 2026 |
| Czech National Bank$18.3B AUM | 6.59% | $1.2B | 4.18M | Q2 2026 |
| Andra AP-fonden$8.4B AUM | 6.59% | $553M | 2.18M | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 6.59% | $39M | 152.5K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 6.59% | $2.2B | 8.63M | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 6.59% | $286M | 1.13M | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 6.59% | $23M | 89.0K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 6.57% | $75M | 297.1K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 6.57% | $2.3B | 8.98M | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 6.56% | $61M | 238.4K | Q1 2026OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 6.55% | $65M | 258.1K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 6.55% | $114M | 447.6K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 6.55% | $1.3B | 5.10M | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 6.54% | $532M | 2.10M | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 6.54% | $15M | 58.4K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 6.52% | $117M | 403.5K | Q2 2026 |
| Painted Porch Advisors LLC$210M AUM | 6.52% | $14M | 53.8K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 6.52% | $52M | 206.2K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 6.51% | $157M | 620.2K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 6.50% | $30M | 103.7K | Q2 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 6.49% | $89M | 352.2K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 6.49% | $49M | 192.9K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 6.49% | $8M | 30.4K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 6.49% | $57M | 224.1K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 6.48% | $47M | 186.8K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 6.48% | $7M | 28.4K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 6.48% | $54M | 185.1K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 6.46% | $70M | 240.4K | Q2 2026 |
| Citizens National Bank Trust Department$601M AUM | 6.46% | $39M | 152.9K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 6.46% | $241M | 947.8K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 6.46% | $20M | 79.7K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 6.45% | $38M | 151.2K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 6.45% | $113M | 443.7K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 6.45% | $205M | 808.1K | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 6.44% | $93M | 365.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 6.43% | $92M | 318.6K | Q2 2026 |
| Navalign, LLC$396M AUM | 6.42% | $25M | 100.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.