SEC 13F Intelligence

ADIANALOG DEVICES INC

CUSIP 032654105 · Yahoo Finance ↗ · Google Finance ↗

Analog Devices Inc (ADI) has 2,098 institutional holders in Filings Flow’s 13F database, together reporting 425.99M shares worth $127.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,098
Q1 2026
Reported Value
$127.0B
Ticker
ADI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 800Q4 ’18Q1 ’19: 865Q2 ’19: 857Q2 ’19Q3 ’19: 857Q2 ’21: 1,099Q2 ’21Q4 ’21: 1,303Q4 ’22: 1,356Q4 ’22Q4 ’25: 1,944Q1 ’26: 2,098Q1 ’26Q2 ’26: 193filingsflow.com
Total reported value
Q4 ’18: $158.8BQ4 ’18Q1 ’19: $220.7BQ2 ’19: $221.1BQ2 ’19Q3 ’19: $227.9BQ2 ’21: $403.7BQ2 ’21Q4 ’21: $653.8BQ4 ’22: $34.3BQ4 ’22Q4 ’25: $109.9BQ1 ’26: $127.0BQ1 ’26Q2 ’26: $4.4Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
LANSDOWNE PARTNERS (UK) LLP$1.9B AUM11.32%$211M664.1KQ1 2026OLDER
OAKTOP CAPITAL MANAGEMENT II, L.P.$1.3B AUM11.07%$148M466.2KQ1 2026OLDER
Manchester Global Management (UK) Ltd$749M AUM9.61%$72M226.3KQ1 2026OLDER
CENTRAL SECURITIES CORP$1.2B AUM9.19%$111M350.0KQ1 2026OLDER
Mizuho Markets Cayman LP$1.9B AUM8.08%$150M472.3KQ1 2026OLDER
TIMUCUAN ASSET MANAGEMENT INC/FL$2.7B AUM7.96%$216M679.9KQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM7.68%$548M1.72MQ1 2026OLDER
AGAVE CAPITAL MANAGEMENT Ltd$622M AUM7.42%$46M150.0KQ1 2026OLDER
Varenne Capital Partners$413M AUM6.26%$26M81.0KQ1 2026OLDER
Ironvine Capital Partners, LLC$910M AUM6.16%$56M176.2KQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM6.07%$156M489.1KQ1 2026OLDER
Silverberg Bernstein Capital Management LLC$261M AUM5.48%$14M36.0KQ2 2026
Talos Eurisko Asset Management LP$585M AUM5.10%$30M93.8KQ1 2026OLDER
Phraction Management LLC$483M AUM5.05%$24M76.6KQ1 2026OLDER
Dundas Partners LLP$1.3B AUM5.04%$63M198.7KQ1 2026OLDER
Elefante Mark B$182M AUM4.74%$9M27.1KQ1 2026OLDER
Tenere Capital LLC$136M AUM4.64%$6M19.9KQ1 2026OLDER
Baker Chad R$530M AUM4.61%$24M76.9KQ1 2026OLDER
SOMERVILLE KURT F$379M AUM4.60%$17M54.8KQ1 2026OLDER
Hidden Lake Asset Management LP$331M AUM4.57%$15M47.5KQ1 2026OLDER
Delaney Dennis R$282M AUM4.55%$13M40.4KQ1 2026OLDER
3G Capital Partners LP$282M AUM4.52%$13M40.0KQ1 2026OLDER
Axecap Investments, LLC$145M AUM4.48%$7M20.5KQ1 2026OLDER
PUZO MICHAEL J$343M AUM4.47%$15M48.3KQ1 2026OLDER
GRANDFIELD & DODD, LLC$1.8B AUM4.46%$79M248.2KQ1 2026OLDER
Broderick Brian C$542M AUM4.44%$24M75.8KQ1 2026OLDER
GPM Growth Investors, Inc.$238M AUM4.38%$10M32.7KQ1 2026OLDER
Wilkinson Global Asset Management LLC$1.3B AUM4.38%$57M180.6KQ1 2026OLDER
ABSHER WEALTH MANAGEMENT, LLC$853M AUM4.36%$37M116.9KQ1 2026OLDER
Kidder Stephen W$340M AUM4.23%$14M45.2KQ1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM4.22%$52M164.9KQ1 2026OLDER
Candelo Capital Management LP$121M AUM4.18%$5M15.9KQ1 2026OLDER
Dempze Nancy E$182M AUM4.11%$7M23.6KQ1 2026OLDER
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM4.04%$608M1.91MQ1 2026OLDER
DUDLEY & SHANLEY, INC.$662M AUM4.03%$27M67.2KQ2 2026
Notis-McConarty Edward$201M AUM4.02%$8M25.4KQ1 2026OLDER
Katamaran Capital LLP$124M AUM4.01%$5M15.7KQ1 2026OLDER
Baer Investment Advisory LLC$100M AUM4.00%$4M12.6KQ1 2026OLDER
Saraza Management, LP$239M AUM3.94%$9M29.6KQ1 2026OLDER
Benchstone Capital Management LP$860M AUM3.87%$33M104.5KQ1 2026OLDER
MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM3.80%$38M119.5KQ1 2026OLDER
Midway Capital Research & Management$106M AUM3.68%$4M12.3KQ1 2026OLDER
ThornTree Capital Partners LP$564M AUM3.59%$20M63.7KQ1 2026OLDER
ARGUS INVESTORS' COUNSEL, INC.$112M AUM3.48%$4M12.3KQ1 2026OLDER
MAPLELANE CAPITAL, LLC$2.8B AUM3.46%$97M183.8KQ1 2026OLDER
Albar Capital Partners LLP$618M AUM3.39%$21M65.8KQ1 2026OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM3.37%$151M474.4KQ1 2026OLDER
Cartenna Capital, LP$2.7B AUM3.36%$92M290.0KQ1 2026OLDER
Paradiem, LLC$454M AUM3.34%$15M47.7KQ1 2026OLDER
Night Squared LP$681M AUM3.31%$23M70.9KQ1 2026OLDER
RIVERBRIDGE PARTNERS LLC$3.6B AUM3.28%$117M295.3KQ2 2026
EDENTREE ASSET MANAGEMENT Ltd$332M AUM3.26%$11M34.0KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM3.25%$40M125.9KQ1 2026OLDER
Banque de Luxembourg S.A.$212M AUM3.20%$7M17.1KQ2 2026
McCollum Christoferson Group LLC$333M AUM3.12%$10M96.8KQ1 2026OLDER
Wealth Advisors of Tampa Bay, LLC$302M AUM3.04%$9M28.9KQ1 2026OLDER
Somerset Trust Co$354M AUM2.95%$10M26.3KQ2 2026
Cincinnati Specialty Underwriters Insurance CO$412M AUM2.88%$12M37.3KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM2.86%$142M445.9KQ1 2026OLDER
HARRELL INVESTMENT PARTNERS, LLC$461M AUM2.82%$13M32.8KQ2 2026
Smith Group Asset Management, LLC$2.0B AUM2.77%$54M170.8KQ1 2026OLDER
Tribune Investment Group LP$261M AUM2.75%$7M22.5KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM2.73%$326M1.02MQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM2.71%$180M564.6KQ1 2026OLDER
McGuire Investment Group, LLC$885M AUM2.71%$24M75.4KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM2.69%$30M75.5KQ2 2026
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM2.67%$5M14.4KQ1 2026OLDER
HALL LAURIE J TRUSTEE$322M AUM2.66%$9M21.5KQ2 2026
Robeco Schweiz AG$4.7B AUM2.65%$125M394.0KQ1 2026OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM2.55%$31M114.7KQ4 2025OLDER
Salvus Wealth Management, LLC$172M AUM2.51%$4M13.6KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM2.47%$48M150.3KQ1 2026OLDER
Eliot Finkel Investment Counsel, LLC$184M AUM2.43%$4M14.0KQ1 2026OLDER
ZEVIN ASSET MANAGEMENT LLC$723M AUM2.36%$17M53.7KQ1 2026OLDER
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM2.36%$34M106.3KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM2.30%$4M11.9KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM2.30%$7M23.2KQ1 2026OLDER
Brookmont Capital Management$179M AUM2.30%$4M12.9KQ1 2026OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM2.21%$4M13.4KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM2.20%$77M242.7KQ1 2026OLDER
SoundStone Italy S.r.l.$135M AUM2.19%$3M12.0KQ3 2025OLDER
Norway Savings Bank$239M AUM2.17%$5M13.0KQ2 2026
PineStone Asset Management Inc.$16.2B AUM2.17%$351M884.0KQ2 2026
Sava Infond d.o.o.$1.4B AUM2.17%$31M77.0KQ2 2026
SOROS CAPITAL MANAGEMENT LLC$230M AUM2.14%$5M15.5KQ1 2026OLDER
GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM2.14%$323M1.32MQ3 2025OLDER
LOM Asset Management Ltd$348M AUM2.10%$7M22.9KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM2.08%$12M37.9KQ1 2026OLDER
SP Asset Management LLC$1.1B AUM2.07%$23M73.8KQ1 2026OLDER
TICINO WEALTH$288M AUM2.07%$6M17.5KQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM2.06%$2M6.6KQ1 2026OLDER
Telemark Asset Management, LLC$1.1B AUM2.06%$22M70.0KQ1 2026OLDER
BFI Infinity Ltd.$178M AUM2.01%$4M11.3KQ1 2026OLDER
Giverny Capital Inc.$2.7B AUM1.99%$54M171.1KQ1 2026OLDER
Gunderson Capital Management LLC$239M AUM1.99%$5M14.9KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM1.96%$132M414.5KQ1 2026OLDER
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM1.96%$9M32.9KQ4 2025OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM1.92%$70M220.7KQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM1.88%$25M77.2KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM1.84%$2M11.8KQ4 2025OLDER
Sphera Management Technology Funds Ltd$178M AUM1.83%$3M10.2KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM1.83%$93M293.3KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM1.82%$117M293.4KQ2 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM1.81%$67M212.0KQ1 2026OLDER
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM1.78%$11M33.3KQ1 2026OLDER
Smith Salley Wealth Management$2.0B AUM1.77%$35M110.5KQ1 2026OLDER
US Asset Management LLC$115M AUM1.73%$2M6.3KQ2 2026
PARK NATIONAL CORP /OH/$3.3B AUM1.69%$55M174.4KQ1 2026OLDER
Boit C F David$225M AUM1.69%$4M11.9KQ1 2026OLDER
Kenora Financial, LLC$286M AUM1.69%$5M15.1KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM1.64%$44M111.4KQ2 2026
Birch Hill Investment Advisors LLC$2.2B AUM1.64%$37M114.9KQ1 2026OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM1.63%$84M264.6KQ1 2026OLDER
Maytus Capital Management, LLC$562M AUM1.63%$9M28.8KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM1.62%$3M10.3KQ1 2026OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM1.62%$13M33.6KQ2 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM1.61%$126M318.1KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM1.61%$2M6.75MQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM1.61%$34M108.2KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM1.60%$22M69.9KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM1.58%$5M16.7KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM1.57%$3M9.9KQ1 2026OLDER
SIRIOS CAPITAL MANAGEMENT L P$825M AUM1.57%$13M40.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM1.54%$3M9.8KQ1 2026OLDER
HUTNER CAPITAL MANAGEMENT INC$243M AUM1.53%$4M11.7KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM1.53%$12M36.7KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM1.53%$4M13.1KQ1 2026OLDER
Alecta Tjanstepension Omsesidigt$20.5B AUM1.52%$313M984.0KQ1 2026OLDER
Canoe Financial LP$7.3B AUM1.52%$111M349.5KQ1 2026OLDER
Narwhal Capital Management$1.4B AUM1.49%$20M63.6KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM1.49%$20M64.3KQ1 2026OLDER
HOME FEDERAL BANK OF TENNESSEE$400M AUM1.48%$6M18.7KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM1.47%$34M106.6KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM1.45%$93M293.4KQ1 2026OLDER
Tower View Wealth Management LLC$195M AUM1.45%$3M8.9KQ1 2026OLDER
Slow Capital, Inc.$770M AUM1.44%$11M34.8KQ1 2026OLDER
Impact Capital Partners LLC$367M AUM1.44%$5M13.3KQ2 2026
Annex Advisory Services, LLC$5.3B AUM1.43%$77M240.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM1.42%$350M1.10MQ1 2026OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM1.39%$6M17.4KQ1 2026OLDER
Optimize Financial Inc$203M AUM1.39%$3M8.9KQ1 2026OLDER
CINCINNATI CASUALTY CO$191M AUM1.39%$3M8.4KQ1 2026OLDER
Live Oak Private Wealth LLC$717M AUM1.39%$10M31.3KQ1 2026OLDER
Marion Wealth Management$451M AUM1.37%$6M19.4KQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM1.36%$4M12.7KQ1 2026OLDER
Winthrop Partners - WNY, LLC$188M AUM1.35%$3M8.0KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM1.35%$12M36.8KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM1.34%$2M7.2KQ1 2026OLDER
DUPONT CAPITAL MANAGEMENT CORP$879M AUM1.33%$12M36.8KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM1.33%$107M337.4KQ1 2026OLDER
Science & Technology Partners, L.P.$382M AUM1.32%$5M15.9KQ1 2026OLDER
FengHe Fund Management Pte. Ltd.$724M AUM1.32%$10M30.0KQ1 2026OLDER
Borer Denton & Associates, Inc.$280M AUM1.32%$4M11.6KQ1 2026OLDER
Front Row Advisors LLC$296M AUM1.32%$4M12.2KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM1.31%$319M1.30MQ3 2025OLDER
Minot DeBlois Advisors LLC$110M AUM1.30%$1M4.5KQ1 2026OLDER
Scissortail Wealth Management, LLC$498M AUM1.29%$6M20.1KQ1 2026OLDER
Shoker Investment Counsel, Inc.$337M AUM1.27%$4M13.4KQ1 2026OLDER
Karani Asset Management LLC$122M AUM1.26%$2M4.8KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM1.25%$9M28.7KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM1.25%$9M22.1KQ2 2026
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM1.24%$5M14.3KQ1 2026OLDER
Gibbs Wealth Management$762M AUM1.24%$9M29.6KQ1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM1.23%$68M215.0KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM1.23%$7M22.7KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM1.23%$3M10.3KQ1 2026OLDER
CONNING INC.$3.0B AUM1.21%$37M114.8KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM1.21%$2M7.3KQ1 2026OLDER
Brown Miller Wealth Management, LLC$397M AUM1.20%$5M12.0KQ2 2026
Legal Advantage Investments, Inc.$194M AUM1.19%$2M7.2KQ1 2026OLDER
Covea Finance$2.9B AUM1.19%$34M106.7KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM1.19%$4M12.3KQ1 2026OLDER
Phoenix Wealth Advisors$253M AUM1.18%$3M9.4KQ1 2026OLDER
Bowman & Co S.C.$237M AUM1.18%$3M10.3KQ4 2025OLDER
Swedbank AB$95.1B AUM1.17%$1.1B3.51MQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM1.17%$27M85.4KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM1.17%$2M7.8KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM1.17%$25M79.5KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM1.17%$14M44.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM1.16%$61M192.8KQ1 2026OLDER
First American Bank$1.6B AUM1.15%$18M57.7KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM1.15%$6M19.1KQ1 2026OLDER
TOWER TRUST & INVESTMENT Co$165M AUM1.15%$2M4.8KQ2 2026
Genus Capital Management Inc.$873M AUM1.14%$10M31.3KQ1 2026OLDER
Western Financial Corp/CA$255M AUM1.14%$3M9.2KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM1.14%$11M35.0KQ1 2026OLDER
Winslow Capital Management, LLC$25.6B AUM1.12%$288M906.4KQ1 2026OLDER
Centric Wealth Management$501M AUM1.11%$6M14.1KQ1 2026OLDER
ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM1.11%$658M2.07MQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM1.10%$2M4.9KQ1 2026OLDER
Ardmore Road Asset Management LP$1.5B AUM1.09%$17M52.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM1.09%$71M179.1KQ2 2026
Tulsa Wealth Advisors, INC$570M AUM1.08%$6M19.3KQ1 2026OLDER
Cornerstone National Bank & Trust Co$271M AUM1.08%$3M9.1KQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM1.06%$76M239.0KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM1.05%$4M13.8KQ1 2026OLDER
Hutchinson Financial Advisors, INC$102M AUM1.05%$1M4.3KQ3 2025OLDER
BANK OF STOCKTON$323M AUM1.04%$3M10.6KQ1 2026OLDER
Barbara Oil Co.$259M AUM1.04%$3M8.5KQ1 2026OLDER
ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM1.03%$48M151.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM1.03%$4M12.6KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM1.03%$9M27.2KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM1.02%$127M398.2KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM1.02%$3M8.2KQ1 2026OLDER
NIXON PEABODY TRUST CO$1.3B AUM1.02%$13M40.4KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.01%$8M26.5KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM1.01%$4M12.7KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM1.01%$30M93.6KQ1 2026OLDER
Destination Wealth Management$3.9B AUM1.00%$39M122.6KQ1 2026OLDER
Leelyn Smith, LLC$713M AUM1.00%$7M22.3KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.99%$113M354.5KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.99%$3M9.9KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.98%$57M178.1KQ1 2026OLDER
Crew Capital Management, Ltd$151M AUM0.96%$1M4.5KQ1 2026OLDER
Clear Trail Advisors, LLC$601M AUM0.96%$6M18.1KQ1 2026OLDER
Curat Global, LLC$102M AUM0.96%$971,6003.1KQ1 2026OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM0.96%$44M137.8KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.96%$150M472.5KQ1 2026OLDER
GDS Wealth Management$1.7B AUM0.95%$16M49.5KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.94%$201M632.5KQ1 2026OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.93%$16M50.1KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM0.93%$3M10.5KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.92%$13M39.7KQ1 2026OLDER
Jones Kertz & Associates, Inc.$188M AUM0.92%$2M5.4KQ1 2026OLDER
CHEMUNG CANAL TRUST CO$494M AUM0.91%$4M14.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.89%$544M1.71MQ1 2026OLDER
Covenant Asset Management, LLC$664M AUM0.89%$6M18.7KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.89%$13M40.6KQ1 2026OLDER
Churchill Financial Advisors, LLC$476M AUM0.89%$4M13.3KQ1 2026OLDER
Strata Wealth Advisors, LLC$365M AUM0.89%$3M10.2KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.89%$25M79.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.89%$160M504.4KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.88%$33M103.2KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.88%$2M4.5KQ2 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM0.87%$1M3.7KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.87%$177M448.2KQ2 2026
Sienna Gestion$1.5B AUM0.86%$13M43.4KQ1 2026OLDER
VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM0.86%$2M5.0KQ1 2026OLDER
AIMZ Investment Advisors, LLC$324M AUM0.85%$3M8.7KQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM0.85%$1M3.4KQ1 2026OLDER
D1 Capital Partners L.P.$11.2B AUM0.83%$93M292.4KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.83%$27M83.5KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.82%$25M77.9KQ1 2026OLDER
Dockside LLC$397M AUM0.81%$3M10.1KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.81%$308M967.8KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.80%$1M4.2KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.79%$10M32.9KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.79%$3M7.9KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.79%$64M201.8KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$164M AUM0.79%$1M3.4KQ2 2026
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.79%$998M3.14MQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.78%$19M69.3KQ4 2025OLDER
CITIZENS & NORTHERN CORP$401M AUM0.78%$3M9.8KQ1 2026OLDER
United Bank$301M AUM0.77%$2M7.3KQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.77%$126M397.6KQ1 2026OLDER
BDF-GESTION$747M AUM0.76%$6M15.6KQ2 2026
Alyeska Investment Group, L.P.$35.4B AUM0.75%$264M830.8KQ1 2026OLDER
NZS Capital, LLC$3.0B AUM0.75%$22M70.3KQ1 2026OLDER
Wealth Intelligence, LLC$208M AUM0.74%$2M4.9KQ1 2026OLDER
SPWM Advisors LLC$115M AUM0.74%$851,3092.0KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.74%$6M18.9KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.73%$12M44.7KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.73%$2M6.1KQ1 2026OLDER
STF Management LP$107M AUM0.73%$775,9032.9KQ4 2025OLDER
Van Diest Capital, LLC$127M AUM0.72%$917,8182.9KQ1 2026OLDER
Summit Wealth Group, LLC$436M AUM0.72%$3M9.9KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.72%$948,4323.0KQ1 2026OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.72%$7M21.0KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM0.71%$501,9652.0KQ3 2025OLDER
Peterson Wealth Services$405M AUM0.71%$3M9.0KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.71%$71M201.6KQ1 2026OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.71%$7M23.0KQ1 2026OLDER
Farmers National Bank$453M AUM0.70%$3M10.0KQ2 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.70%$2M5.7KQ2 2026
WOODSTOCK CORP$1.1B AUM0.70%$8M24.7KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.70%$107M335.7KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.69%$3M8.0KQ2 2026
Taproot Management LP$530M AUM0.69%$4M11.5KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.69%$48M151.0KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.68%$19M58.6KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.68%$15M46.3KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.68%$2M7.3KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.67%$3M9.6KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.67%$16M51.2KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.67%$2.0B6.22MQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.67%$10M41.5KQ3 2025OLDER
Private Wealth Advisors, LLC$356M AUM0.67%$2M7.4KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.66%$14M44.2KQ1 2026OLDER
Aspire Growth Partners LLC$146M AUM0.66%$959,0803.0KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.66%$5M20.7KQ3 2025OLDER
Midwest Professional Planners, LTD.$425M AUM0.66%$3M8.8KQ1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.66%$817,3632.6KQ1 2026OLDER
DAGCO, INC.$461M AUM0.66%$3M9.5KQ1 2026OLDER
SAXON INTERESTS, INC.$290M AUM0.65%$2M5.9KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.65%$1M4.1KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.65%$7M21.0KQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.65%$5M16.0KQ1 2026OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.64%$13M41.9KQ1 2026OLDER
one8zero8, LLC$449M AUM0.64%$3M9.1KQ1 2026OLDER
Scott & Selber, Inc.$474M AUM0.64%$3M7.6KQ2 2026
CRUX WEALTH ADVISORS$261M AUM0.64%$2M5.2KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.64%$1M3.6KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.64%$2M5.2KQ2 2026
Oribel Capital Management, LP$2.3B AUM0.63%$14M50.9KQ4 2025OLDER
ADAPT Investment Managers SA$7.6B AUM0.63%$48M150.0KQ1 2026OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.63%$8M20.9KQ2 2026
Neuberger Berman Group LLC$131.4B AUM0.63%$826M2.60MQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.63%$12M37.5KQ1 2026OLDER
Northstar Advisory Group, LLC$269M AUM0.63%$2M5.3KQ1 2026OLDER
Private Wealth Partners, LLC$1.3B AUM0.63%$8M25.6KQ1 2026OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM0.63%$4M11.4KQ1 2026OLDER
LIGHT STREET CAPITAL MANAGEMENT, LLC$534M AUM0.63%$3M10.5KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.62%$199M625.0KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.62%$181M568.7KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.61%$21M54.1KQ2 2026
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.61%$46M166.5KQ1 2026OLDER
Heritage Family Offices, LLP$225M AUM0.61%$1M4.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.60%$422M1.33MQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.60%$9M28.6KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.59%$25M78.4KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.59%$2M4.1KQ2 2026
Davis Investment Partners, LLC$283M AUM0.59%$2M5.2KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.59%$53M168.1KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.58%$20M61.3KQ1 2026OLDER
Iowa State Bank$543M AUM0.58%$3M9.9KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.58%$192M609.5KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.58%$6M19.2KQ1 2026OLDER
NIA IMPACT ADVISORS, LLC$225M AUM0.58%$1M4.1KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.58%$8M24.0KQ1 2026OLDER
Evansbrook LLC$150M AUM0.57%$860,8872.7KQ2 2026
Legato Capital Management LLC$1.1B AUM0.57%$6M19.8KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.57%$73M228.1KQ1 2026OLDER
Mattern Wealth Management LLC$513M AUM0.57%$3M9.2KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.56%$32M99.6KQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$332M AUM0.56%$2M4.7KQ2 2026
Ensign Peak Advisors, Inc$53.7B AUM0.56%$298M937.7KQ1 2026OLDER
RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM0.55%$5M16.8KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.55%$410M1.29MQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.55%$24M74.8KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.55%$103M323.0KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.55%$4M13.4KQ1 2026OLDER
Hara Capital LLC$200M AUM0.55%$1M3.5KQ1 2026OLDER
Worth Asset Management, LLC$313M AUM0.55%$1M4.6KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.55%$89M280.4KQ1 2026OLDER
TritonPoint Partners, LLC$272M AUM0.54%$1M4.7KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.54%$4M13.2KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.54%$107M337.5KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.54%$9M29.7KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.54%$668,0401.7KQ2 2026
Pacific Excel Wealth Advisors, Inc.$258M AUM0.53%$1M3.5KQ2 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.53%$32M100.3KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.53%$31M98.3KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.53%$221M693.6KQ1 2026OLDER
Ipsen Advisor Group LLC$143M AUM0.53%$755,3662.4KQ1 2026OLDER
111 Capital$406M AUM0.53%$2M6.7KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.53%$5M16.6KQ1 2026OLDER
SVB WEALTH LLC$1.5B AUM0.53%$8M25.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.52%$1.0B3.17MQ1 2026OLDER
Briaud Financial Planning Inc$381M AUM0.52%$2M6.2KQ1 2026OLDER
PUREfi Wealth, LLC$153M AUM0.51%$783,2612.5KQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.51%$1M2.6KQ2 2026
Wahed Invest LLC$770M AUM0.51%$4M12.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.51%$2M6.4KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.51%$2M5.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.51%$2.7B8.45MQ2 2026
Kapstone Financial Advisors LLC$204M AUM0.51%$1M3.2KQ1 2026OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.50%$37M115.9KQ1 2026OLDER
Bath Savings Trust Co$965M AUM0.50%$5M12.1KQ2 2026
STANCE CAPITAL LLC$206M AUM0.49%$1M5.5KQ3 2025OLDER
Meadow Creek Wealth Advisors LLC$155M AUM0.49%$760,6732.4KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.49%$8M29.2KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.49%$364M1.14MQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.49%$2M5.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.49%$302M949.8KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.49%$17M53.6KQ1 2026OLDER
Keeler Thomas Management LLC$236M AUM0.48%$1M3.6KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.48%$1M4.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.48%$1.5B4.87MQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.47%$90M281.5KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.47%$1M4.2KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.47%$10M30.7KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.47%$15M47.2KQ1 2026OLDER
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM0.47%$2M5.2KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.47%$7M22.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.47%$68M214.3KQ1 2026OLDER
PFW Advisors LLC$318M AUM0.47%$1M4.7KQ1 2026OLDER
Sterling Investment Counsel, LLC$357M AUM0.47%$2M5.2KQ1 2026OLDER
Lakewood Asset Management LLC$156M AUM0.46%$726,4672.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.46%$362M1.14MQ1 2026OLDER
Matisse Capital$234M AUM0.46%$1M3.4KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.46%$4M12.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.46%$59M186.6KQ1 2026OLDER
Alpha Family Trust$206M AUM0.46%$944,8763.0KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.46%$10M26.3KQ2 2026
SAGE PRIVATE WEALTH GROUP, LLC$199M AUM0.46%$905,1702.8KQ1 2026OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.46%$5M17.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.45%$31M96.8KQ1 2026OLDER
Stonebrook Private Inc.$470M AUM0.45%$2M6.7KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.45%$131M412.4KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.45%$266M979.2KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.45%$32M102.1KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.44%$1M3.6KQ1 2026OLDER
Fairfield Financial Advisors, LTD$290M AUM0.44%$1M4.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.44%$2.1B6.66MQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.44%$2M4.3KQ2 2026
Johnson & White Wealth Management, LLC$236M AUM0.44%$1M3.3KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.44%$23M72.8KQ1 2026OLDER
Amundi$367.1B AUM0.44%$1.6B5.04MQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.44%$879,9752.8KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.43%$3M8.4KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.43%$3M10.7KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.43%$78M246.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.43%$1.9B5.88MQ1 2026OLDER
Lebenthal Global Advisors, LLC$688M AUM0.43%$3M9.3KQ1 2026OLDER
Bank of Marin$137M AUM0.43%$588,5591.9KQ1 2026OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.43%$564,5631.8KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.42%$3M9.1KQ1 2026OLDER
Coign Capital Advisors LLC$190M AUM0.42%$807,1212.5KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.42%$7M18.4KQ2 2026
BAHL & GAYNOR INC$19.8B AUM0.42%$83M262.1KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.42%$84M310.9KQ1 2026OLDER
Clifford Group, LLC$130M AUM0.42%$544,9741.7KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.42%$112M350.8KQ1 2026OLDER
CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM0.42%$4M12.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.42%$859M2.48MQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.42%$7M22.0KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.42%$7M21.3KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.42%$1M3.5KQ1 2026OLDER
Invera Wealth Advisors, LLC$156M AUM0.41%$645,8242.0KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.41%$7M22.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.41%$14M44.5KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.41%$1M4.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.40%$6.3B20.73MQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.40%$382M1.20MQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.40%$927,7512.9KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.40%$18M57.7KQ1 2026OLDER
Corient IA LLC$106M AUM0.40%$426,3081.3KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.40%$2M5.5KQ2 2026
Bridge Creek Capital Management LLC$360M AUM0.40%$1M5.8KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.40%$25M77.5KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.40%$36M111.9KQ1 2026OLDER
PINKERTON WEALTH, LLC$1.1B AUM0.40%$4M16.1KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.40%$245M769.2KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.39%$1M4.0KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.39%$963,3283.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.39%$2M8.6KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.39%$15M54.9KQ4 2025OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.39%$7M19.7KQ1 2026OLDER
Castle Hook Partners LP$23.4B AUM0.39%$91M286.0KQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.39%$15M37.7KQ2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.39%$372M1.17MQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.39%$8M23.6KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.39%$1M3.9KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.38%$5M14.3KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.38%$123M387.0KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.38%$713,9062.2KQ1 2026OLDER
Charter Oak Capital Management, LLC$1.3B AUM0.38%$5M15.4KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.38%$4M11.5KQ1 2026OLDER
WIN ADVISORS, INC$219M AUM0.38%$891,7063.3KQ4 2025OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.38%$7M20.8KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.38%$8M23.8KQ1 2026OLDER
FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM0.38%$4M13.4KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.37%$606,6931.9KQ1 2026OLDER
LCNB CORP$297M AUM0.37%$1M3.5KQ1 2026OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.37%$12M37.8KQ1 2026OLDER
Athena Investment Management$193M AUM0.37%$720,9052.3KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.37%$3M8.0KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.37%$2M7.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.37%$547,8371.7KQ1 2026OLDER
JM2 Capital Inc.$121M AUM0.37%$444,5671.4KQ1 2026OLDER
Piedmont Capital Management, LLC/NC$150M AUM0.37%$550,3821.7KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.37%$7M20.5KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.37%$8M26.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.37%$247M775.4KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.36%$461,2361.2KQ2 2026
Phillips Wealth Planners LLC$133M AUM0.36%$481,9121.1KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.36%$39M122.6KQ1 2026OLDER
HANSEATIC MANAGEMENT SERVICES INC$104M AUM0.36%$375,7231.2KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.36%$27M85.6KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.36%$171M538.2KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.36%$24M75.0KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.36%$23M71.7KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.36%$80M250.8KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.36%$7M21.4KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.36%$551M1.73MQ1 2026OLDER
Jeter Robert S II$100M AUM0.36%$357,374858Q1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.36%$2M5.7KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.35%$847,6852.7KQ1 2026OLDER
O'ROURKE & COMPANY, Inc$253M AUM0.35%$890,7922.8KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.35%$29M92.7KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.35%$42M133.4KQ1 2026OLDER
Clark Asset Management, LLC$1.3B AUM0.35%$4M11.2KQ2 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.35%$50M156.4KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.35%$4M11.3KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.35%$16M50.4KQ1 2026OLDER
Keystone Financial Services$341M AUM0.35%$1M3.7KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.34%$2M6.4KQ1 2026OLDER
VIRTUE ASSET MANAGEMENT LLC$126M AUM0.34%$429,8071.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.34%$13M41.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.34%$40M125.5KQ1 2026OLDER

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