ABTABBOTT LABORATORIES
CUSIP 002824100 · Yahoo Finance ↗ · Google Finance ↗
Abbott Laboratories (ABT) has 3,065 institutional holders in Filings Flow’s 13F database, together reporting 1381.15M shares worth $137.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
3,065
Q1 2026
Reported Value
$137.8B
Ticker
ABT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CURA WEALTH ADVISORS, LLC$223M AUM | 10.55% | $24M | 229.6K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 4.89% | $8M | 74.3K | Q1 2026OLDER |
| COERENTE CAPITAL MANAGEMENT$537M AUM | 4.32% | $23M | 226.2K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 4.29% | $11M | 108.7K | Q1 2026OLDER |
| America First Investment Advisors, LLC$536M AUM | 4.24% | $23M | 221.5K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 4.18% | $7M | 67.0K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 4.01% | $34M | 333.1K | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 3.76% | $807M | 7.86M | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 3.61% | $22M | 217.8K | Q1 2026OLDER |
| Dundas Partners LLP$1.3B AUM | 3.47% | $44M | 423.9K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 3.45% | $552M | 5.38M | Q1 2026OLDER |
| Bruce & Co., Inc.$350M AUM | 3.34% | $12M | 113.8K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 3.22% | $66M | 643.6K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 3.18% | $39M | 382.0K | Q1 2026OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 3.17% | $65M | 630.6K | Q1 2026OLDER |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B AUM | 3.15% | $284M | 3.13M | Q2 2026 |
| J. Stern & Co. LLP$1.0B AUM | 3.14% | $32M | 316.0K | Q1 2026OLDER |
| LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM | 3.10% | $123M | 1.19M | Q1 2026OLDER |
| Elefante Mark B$182M AUM | 3.05% | $6M | 54.1K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 3.04% | $9M | 83.7K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 3.04% | $6M | 59.6K | Q1 2026OLDER |
| JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM | 3.01% | $153M | 1.49M | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 2.95% | $5M | 51.4K | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 2.89% | $8M | 78.8K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.85% | $29M | 282.5K | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 2.81% | $118M | 1.15M | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 2.81% | $718M | 6.31M | Q2 2026 |
| Hemenway Trust Co LLC$1.2B AUM | 2.79% | $35M | 337.7K | Q1 2026OLDER |
| THOMAS STORY & SON LLC$261M AUM | 2.75% | $7M | 69.7K | Q1 2026OLDER |
| Sio Capital Management, LLC$697M AUM | 2.75% | $19M | 186.6K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 2.75% | $9M | 91.8K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 2.71% | $9M | 89.7K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 2.66% | $27M | 260.5K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 2.63% | $10M | 97.1K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.61% | $5M | 51.4K | Q2 2026 |
| VILLERE ST DENIS J & CO LLC$907M AUM | 2.61% | $24M | 230.5K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.58% | $6M | 58.3K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 2.56% | $75M | 600.0K | Q4 2025OLDER |
| Iron Triangle Partners LP$875M AUM | 2.51% | $22M | 175.3K | Q4 2025OLDER |
| PRENTISS SMITH & CO INC$172M AUM | 2.51% | $4M | 42.0K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 2.50% | $5M | 44.4K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 2.44% | $47M | 462.4K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 2.40% | $11M | 105.2K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 2.37% | $13M | 125.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 2.34% | $915M | 8.91M | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 2.34% | $6M | 57.4K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 2.33% | $5M | 40.5K | Q4 2025OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 2.31% | $5M | 43.9K | Q1 2026OLDER |
| M. Kraus & Co$343M AUM | 2.30% | $8M | 76.9K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 2.27% | $34M | 331.9K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 2.25% | $23M | 219.5K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 2.20% | $3M | 26.5K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 2.18% | $3M | 33.7K | Q1 2026OLDER |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 2.18% | $3M | 25.6K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 2.17% | $4M | 33.2K | Q4 2025OLDER |
| BRANDYWINE TRUST CO$552M AUM | 2.17% | $12M | 116.7K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 2.15% | $20M | 193.7K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 2.15% | $6M | 51.4K | Q4 2025OLDER |
| DLK Investment Management, LLC$253M AUM | 2.15% | $5M | 52.9K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 2.14% | $4M | 37.3K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 2.12% | $21M | 205.9K | Q1 2026OLDER |
| SECTOR GAMMA AS$423M AUM | 2.12% | $9M | 87.5K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 2.11% | $5M | 47.6K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 2.10% | $6M | 56.6K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 2.08% | $181M | 1.76M | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 2.08% | $11M | 102.4K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 2.07% | $4M | 40.3K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 2.07% | $7M | 67.0K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 2.07% | $11M | 106.7K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.06% | $6M | 56.6K | Q1 2026OLDER |
| Orion Investment Co$315M AUM | 2.04% | $6M | 62.6K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 2.04% | $7M | 103.2K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 2.02% | $5M | 44.7K | Q1 2026OLDER |
| PERKINS CAPITAL MANAGEMENT INC$107M AUM | 1.99% | $2M | 20.7K | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 1.98% | $96M | 935.4K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.96% | $3M | 19.3K | Q3 2025OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.95% | $2M | 21.0K | Q1 2026OLDER |
| Cox Capital Mgt LLC$151M AUM | 1.93% | $3M | 28.2K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.92% | $149M | 1.45M | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 1.88% | $6M | 66.6K | Q2 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 1.87% | $16M | 177.0K | Q2 2026 |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 1.86% | $5M | 44.0K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.85% | $15M | 148.1K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.83% | $11M | 103.8K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 1.82% | $6M | 56.7K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.81% | $6M | 57.8K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 1.80% | $119M | 1.16M | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 1.74% | $187M | 1.82M | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 1.73% | $2M | 19.0K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 1.72% | $2M | 18.9K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 1.71% | $15M | 144.5K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 1.71% | $2M | 21.2K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 1.71% | $3M | 29.5K | Q1 2026OLDER |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 1.69% | $10M | 92.6K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.69% | $2M | 18.8K | Q4 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 1.69% | $5M | 50.5K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 1.64% | $3M | 28.9K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 1.62% | $162M | 1.61M | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 1.59% | $289M | 2.16M | Q3 2025OLDER |
| Kinloch Capital, LLC$245M AUM | 1.58% | $4M | 37.7K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 1.57% | $6M | 53.9K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 1.55% | $2M | 16.5K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 1.55% | $11M | 105.3K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.54% | $21M | 208.7K | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 1.53% | $29M | 283.0K | Q1 2026OLDER |
| DSM CAPITAL PARTNERS LLC$5.7B AUM | 1.52% | $103M | 821.4K | Q4 2025OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 1.52% | $81M | 787.8K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 1.51% | $3M | 29.3K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 1.50% | $6M | 60.2K | Q1 2026OLDER |
| ANB BANK$247M AUM | 1.50% | $4M | 36.1K | Q1 2026OLDER |
| Boit C F David$225M AUM | 1.49% | $3M | 32.8K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.49% | $5M | 52.8K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 1.47% | $3M | 25.8K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.47% | $7M | 64.0K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 1.46% | $34M | 326.8K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 1.43% | $53M | 519.6K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 1.43% | $3M | 25.4K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 1.42% | $14M | 151.5K | Q2 2026 |
| BLACKHILL CAPITAL INC$1.9B AUM | 1.42% | $28M | 268.5K | Q1 2026OLDER |
| Rhenman & Partners Asset Management AB$810M AUM | 1.42% | $11M | 112.0K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.42% | $15M | 149.6K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 1.42% | $3M | 27.0K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 1.41% | $11M | 90.5K | Q4 2025OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.41% | $2M | 23.1K | Q2 2026 |
| UNITED BANK$781M AUM | 1.39% | $11M | 105.8K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 1.38% | $2M | 16.0K | Q4 2025OLDER |
| DDD Partners, LLC$1.5B AUM | 1.37% | $20M | 193.5K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 1.37% | $3M | 25.1K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 1.37% | $8M | 82.4K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 1.37% | $7M | 70.4K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 1.36% | $6M | 54.3K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 1.35% | $3M | 24.5K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.35% | $31M | 306.7K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.32% | $3M | 22.5K | Q4 2025OLDER |
| Pacific Wealth Management$186M AUM | 1.32% | $2M | 24.0K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 1.32% | $8M | 81.7K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.32% | $19M | 182.3K | Q1 2026OLDER |
| PFM Health Sciences, LP$1.1B AUM | 1.31% | $14M | 140.4K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 1.30% | $16M | 131.0K | Q4 2025OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.30% | $11M | 105.9K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 1.30% | $3M | 880 | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.29% | $6M | 56.0K | Q1 2026OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 1.29% | $68M | 665.7K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 1.28% | $13M | 121.9K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.28% | $18M | 174.6K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.27% | $12M | 112.8K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.25% | $14M | 137.0K | Q1 2026OLDER |
| Bell Asset Management Ltd$340M AUM | 1.25% | $4M | 41.4K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 1.24% | $5M | 45.0K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 1.24% | $3M | 25.1K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 1.23% | $9M | 92.2K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 1.23% | $14M | 141.2K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 1.23% | $3M | 19.1K | Q3 2025OLDER |
| Covea Finance$2.9B AUM | 1.22% | $35M | 340.9K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 1.22% | $3M | 32.1K | Q2 2026 |
| Papamarkou Wellner Asset Management inc.$164M AUM | 1.22% | $2M | 19.4K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.22% | $2M | 16.4K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.21% | $22M | 217.2K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 1.20% | $16M | 152.4K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 1.19% | $13M | 123.8K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 1.19% | $21M | 206.6K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.18% | $4M | 42.3K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.18% | $4M | 46.0K | Q2 2026 |
| Partnership Wealth Management, LLC$131M AUM | 1.17% | $2M | 14.9K | Q1 2026OLDER |
| TrustBank$258M AUM | 1.16% | $3M | 29.2K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 1.16% | $1M | 11.4K | Q4 2025OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.16% | $2M | 12.7K | Q3 2025OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 1.16% | $17M | 168.7K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.16% | $140M | 1.36M | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.15% | $2M | 20.4K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 1.15% | $17M | 168.1K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 1.15% | $13M | 127.0K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.15% | $1M | 14.1K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 1.15% | $3M | 36.2K | Q2 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 1.14% | $8M | 79.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 1.14% | $13M | 128.8K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.14% | $7M | 68.1K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 1.14% | $1M | 12.2K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 1.14% | $6M | 48.8K | Q4 2025OLDER |
| United Bank$301M AUM | 1.13% | $3M | 33.2K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 1.13% | $1M | 12.7K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 1.12% | $440M | 4.28M | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 1.12% | $5M | 51.4K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.12% | $20M | 199.3K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 1.11% | $87M | 988.0K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 1.11% | $57M | 550.4K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.11% | $2M | 15.9K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 1.11% | $20M | 198.2K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.10% | $33M | 322.8K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 1.10% | $1.4B | 13.59M | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.10% | $8M | 76.7K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 1.10% | $3M | 29.1K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.10% | $3M | 29.5K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.09% | $2M | 15.4K | Q4 2025OLDER |
| DAVIS-REA LTD.$384M AUM | 1.09% | $4M | 40.8K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 1.09% | $2M | 18.0K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.08% | $11M | 110.1K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 1.08% | $5M | 48.3K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 1.07% | $3M | 25.1K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.06% | $2M | 14.7K | Q4 2025OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.06% | $4M | 41.2K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 1.06% | $2M | 21.1K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.06% | $64M | 623.7K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.05% | $13M | 122.5K | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 1.05% | $2M | 15.2K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 1.04% | $5M | 45.9K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.03% | $2M | 21.8K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 1.03% | $1M | 11.2K | Q4 2025OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.03% | $44M | 425.0K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 1.01% | $2M | 17.4K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 1.01% | $1M | 11.9K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 1.00% | $2M | 16.6K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.00% | $8M | 78.4K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 1.00% | $1M | 10.3K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 1.00% | $10M | 101.8K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 1.00% | $7M | 68.6K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 1.00% | $6M | 61.0K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.00% | $32M | 312.3K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.99% | $21M | 227.6K | Q2 2026 |
| Werlinich Asset Management, LLC$262M AUM | 0.99% | $2M | 19.9K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.99% | $2M | 17.8K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.99% | $25M | 279.7K | Q2 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.99% | $5M | 52.7K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.98% | $82M | 797.5K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.98% | $5M | 51.0K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.98% | $23M | 187.4K | Q4 2025OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.98% | $7M | 66.4K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.98% | $19M | 189.6K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.97% | $63M | 611.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.97% | $282M | 2.74M | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.96% | $6M | 54.4K | Q1 2026OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 0.96% | $3M | 32.7K | Q2 2026 |
| Brown Miller Wealth Management, LLC$397M AUM | 0.96% | $4M | 41.8K | Q2 2026 |
| Lighthouse Wealth Management Inc.$147M AUM | 0.95% | $1M | 13.6K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.95% | $2M | 15.8K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.93% | $4M | 34.5K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.93% | $2M | 15.6K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.93% | $5M | 51.8K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.92% | $85M | 675.1K | Q4 2025OLDER |
| BDF-GESTION$747M AUM | 0.91% | $7M | 42.5K | Q2 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.91% | $5M | 59.3K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.91% | $3M | 21.8K | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.90% | $3.8B | 37.50M | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 0.90% | $3M | 29.4K | Q2 2026 |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.90% | $3M | 27.6K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.89% | $1M | 11.3K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.89% | $1M | 10.9K | Q4 2025OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.89% | $3M | 27.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.88% | $17M | 162.9K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.87% | $2M | 23.3K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.87% | $1M | 11.1K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.87% | $2M | 18.4K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.86% | $1M | 8.2K | Q3 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.86% | $30M | 289.2K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.86% | $11M | 105.8K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.86% | $4M | 35.9K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 0.86% | $5M | 51.5K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.86% | $4M | 44.4K | Q2 2026 |
| Xcel Wealth Management, LLC$362M AUM | 0.86% | $3M | 30.2K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.86% | $2M | 21.9K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.85% | $2M | 17.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.85% | $105M | 1.02M | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.85% | $14M | 136.9K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.84% | $3M | 24.7K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.84% | $14M | 140.1K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.84% | $11M | 102.7K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.84% | $65M | 629.8K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.84% | $6M | 55.7K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.84% | $1M | 10.7K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 0.83% | $129M | 1.25M | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.83% | $493M | 3.93M | Q4 2025OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.83% | $1M | 11.8K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.83% | $2M | 14.8K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.83% | $4M | 34.4K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.82% | $2M | 17.9K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.82% | $12M | 118.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.82% | $167M | 1.83M | Q2 2026 |
| Ally Financial Inc.$804M AUM | 0.82% | $7M | 64.0K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.82% | $38M | 369.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.82% | $18M | 172.1K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.81% | $5M | 49.9K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.81% | $112M | 1.09M | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.81% | $12M | 119.7K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.80% | $6M | 61.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.80% | $28M | 271.7K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.80% | $264M | 2.57M | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.79% | $5.1B | 49.78M | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.79% | $7M | 53.6K | Q3 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.79% | $3M | 24.8K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.78% | $1M | 12.0K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.78% | $7M | 65.3K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 0.78% | $7M | 66.6K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.78% | $3M | 29.7K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.78% | $2M | 20.3K | Q2 2026 |
| Fortune Financial Advisors, LLC$196M AUM | 0.78% | $2M | 14.8K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.77% | $9M | 87.6K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.77% | $4M | 38.2K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.77% | $160M | 1.19M | Q3 2025OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.77% | $7M | 65.9K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.77% | $3M | 31.3K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.76% | $3M | 24.4K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.76% | $1M | 10.9K | Q4 2025OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 0.76% | $9M | 102.4K | Q2 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.76% | $7M | 65.4K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.76% | $74M | 721.8K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.76% | $7M | 65.5K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.75% | $3M | 27.3K | Q4 2025OLDER |
| Hixon Zuercher, LLC$321M AUM | 0.75% | $2M | 23.5K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.75% | $2M | 19.5K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.75% | $2M | 24.3K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.75% | $2M | 14.7K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.75% | $2M | 21.2K | Q2 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.75% | $2M | 16.6K | Q4 2025OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.74% | $2M | 16.3K | Q2 2026 |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.74% | $25M | 200.7K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 0.74% | $2M | 19.5K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.74% | $818,794 | 8.0K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.74% | $3M | 32.9K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.74% | $96M | 933.5K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.74% | $4M | 43.1K | Q2 2026 |
| Pettee Investors, Inc.$194M AUM | 0.74% | $1M | 15.7K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.73% | $3M | 32.8K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.73% | $2M | 24.3K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.73% | $4M | 28.8K | Q4 2025OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.73% | $817,567 | 9.0K | Q2 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.73% | $828,752 | 8.1K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.73% | $4M | 36.2K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.73% | $974,708 | 9.5K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.73% | $1M | 10.7K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 0.73% | $149M | 1.46M | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.73% | $2M | 23.5K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.72% | $1M | 14.1K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.72% | $11M | 109.7K | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.71% | $7M | 67.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.71% | $4.7B | 45.50M | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 0.71% | $741,457 | 7.2K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.71% | $1M | 10.3K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.71% | $5M | 46.6K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.71% | $716,336 | 7.0K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.71% | $2M | 16.9K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.71% | $3M | 28.8K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.70% | $4M | 41.3K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.70% | $2M | 22.2K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.70% | $21M | 201.3K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 0.70% | $4M | 34.4K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.70% | $3M | 32.7K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.69% | $2M | 11.5K | Q3 2025OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.69% | $1M | 9.4K | Q4 2025OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.69% | $1M | 13.5K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.69% | $26M | 257.1K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 0.68% | $1M | 11.4K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.68% | $1M | 14.5K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 0.68% | $3M | 27.2K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.68% | $882,636 | 9.5K | Q2 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.68% | $126M | 1.23M | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.68% | $5M | 44.8K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.67% | $1M | 13.3K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.67% | $113M | 903.8K | Q4 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.67% | $4M | 34.5K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.67% | $47M | 460.0K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.67% | $12M | 135.5K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.67% | $5M | 49.6K | Q2 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.66% | $2M | 15.5K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.66% | $2M | 18.4K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.66% | $10M | 98.4K | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 0.66% | $45M | 442.7K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.66% | $2M | 17.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.65% | $33M | 339.6K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.65% | $3M | 27.8K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.65% | $9M | 100.3K | Q2 2026 |
| STANCE CAPITAL LLC$206M AUM | 0.65% | $1M | 13.0K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.65% | $2M | 16.7K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.65% | $16M | 158.5K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.65% | $3M | 25.5K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.65% | $8M | 80.8K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 0.65% | $1M | 11.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.64% | $2M | 15.5K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.64% | $3M | 31.5K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.64% | $10M | 94.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.64% | $27M | 262.7K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.64% | $8M | 74.9K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 0.64% | $1M | 10.0K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.64% | $105M | 1.02M | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.64% | $7M | 65.8K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.64% | $5M | 48.8K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.64% | $1M | 11.6K | Q4 2025OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.64% | $1M | 11.5K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.64% | $2M | 20.9K | Q2 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 0.64% | $2M | 12.8K | Q4 2025OLDER |
| Candriam S.C.A.$20.1B AUM | 0.64% | $128M | 1.02M | Q1 2026OLDER |
| Persium Advisors, LLC$127M AUM | 0.64% | $808,218 | 7.9K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.63% | $774,294 | 7.5K | Q1 2026OLDER |
| KCM Capital Inc$622M AUM | 0.63% | $4M | 38.1K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.63% | $3M | 27.4K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.63% | $856,268 | 8.3K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.63% | $2M | 23.0K | Q2 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.63% | $2M | 22.2K | Q2 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.62% | $8M | 79.6K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.62% | $2M | 19.3K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.62% | $2M | 15.6K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.62% | $2M | 23.7K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.62% | $3M | 31.3K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.62% | $10M | 101.4K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.62% | $770,230 | 7.5K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.62% | $2M | 19.1K | Q2 2026 |
| nVerses Capital, LLC$110M AUM | 0.61% | $274,009 | 2.2K | Q4 2025OLDER |
| Arbejdsmarkedets Tillaegspension$4.6B AUM | 0.61% | $24M | 191.8K | Q4 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.61% | $31M | 304.2K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.61% | $12M | 112.5K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.61% | $773,824 | 7.5K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.61% | $43M | 470.3K | Q2 2026 |
| Kenora Financial, LLC$286M AUM | 0.61% | $2M | 16.9K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.61% | $5M | 52.9K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.61% | $936,042 | 9.1K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 0.61% | $1M | 13.4K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.61% | $5M | 52.9K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.60% | $3M | 28.5K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.60% | $3M | 25.4K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.60% | $2M | 19.1K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.60% | $3M | 20.7K | Q4 2025OLDER |
| Heritage Trust Co$997M AUM | 0.60% | $6M | 58.0K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 0.59% | $2M | 15.0K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.59% | $2M | 24.3K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 0.59% | $811,093 | 7.9K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.59% | $2M | 16.2K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.58% | $4M | 43.8K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.58% | $5M | 53.0K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.58% | $824,604 | 8.0K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.58% | $2M | 18.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.58% | $433M | 4.21M | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.58% | $134M | 1.31M | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.58% | $150M | 1.46M | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.58% | $56M | 703.5K | Q2 2026 |
| Sawyer & Company, Inc$260M AUM | 0.57% | $1M | 14.5K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.57% | $2M | 12.9K | Q3 2025OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.57% | $1M | 11.7K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.57% | $2M | 21.7K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.57% | $2M | 19.7K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.57% | $3M | 24.5K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.57% | $2M | 12.3K | Q3 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.57% | $3M | 24.4K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 0.56% | $40M | 391.9K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 0.56% | $1M | 10.9K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.56% | $13M | 124.0K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.56% | $351M | 3.42M | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.56% | $1M | 10.5K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 0.56% | $1M | 10.1K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.55% | $20M | 194.9K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.55% | $2M | 20.6K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 0.55% | $2M | 18.0K | Q3 2025OLDER |
| CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM | 0.55% | $2M | 16.1K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.55% | $2M | 16.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.55% | $4M | 40.8K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.55% | $38M | 370.3K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.55% | $4M | 36.9K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.55% | $18M | 172.8K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.55% | $1M | 11.7K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.55% | $10M | 96.6K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 0.55% | $1M | 13.5K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.54% | $2M | 19.1K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.54% | $7M | 71.8K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.54% | $4M | 26.9K | Q3 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.54% | $1.6B | 15.50M | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.54% | $1M | 12.5K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.54% | $3M | 31.3K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.54% | $714,690 | 7.0K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.54% | $4M | 42.1K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 0.54% | $2M | 22.6K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.54% | $768,146 | 5.7K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.54% | $110M | 1.07M | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.54% | $2M | 21.9K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.54% | $5M | 38.6K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.53% | $661M | 6.44M | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.53% | $830,806 | 8.1K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.53% | $4M | 40.5K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.53% | $2M | 15.4K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.53% | $2M | 21.4K | Q2 2026 |
| Oxler Private Wealth LLC$319M AUM | 0.53% | $2M | 16.4K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.53% | $16M | 151.4K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 0.53% | $1M | 12.3K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.52% | $17M | 167.2K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.52% | $4M | 39.5K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.52% | $3M | 29.7K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.52% | $537,477 | 5.2K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.52% | $2M | 16.4K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.52% | $13M | 145.9K | Q2 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.52% | $2.8B | 27.07M | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.52% | $4M | 36.1K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.52% | $24M | 233.1K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.52% | $2M | 20.4K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.52% | $171M | 1.27M | Q3 2025OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 0.52% | $2M | 14.7K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.52% | $1M | 10.9K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.52% | $4M | 40.1K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.51% | $2M | 18.7K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 0.51% | $4M | 34.2K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.51% | $1M | 13.1K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.51% | $14M | 134.9K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.51% | $55M | 541.3K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.51% | $2M | 21.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.