SEC 13F Intelligence

ADPAUTOMATIC DATA PROCESSING IN

CUSIP 053015103 · Yahoo Finance ↗ · Google Finance ↗

Automatic Data Processing In (ADP) has 2,252 institutional holders in Filings Flow’s 13F database, together reporting 343.64M shares worth $69.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,252
Q1 2026
Reported Value
$69.2B
Ticker
ADP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,381Q4 ’18Q1 ’19: 1,432Q2 ’19: 1,464Q2 ’19Q3 ’19: 1,469Q2 ’21: 1,689Q2 ’21Q4 ’21: 1,815Q4 ’22: 1,961Q4 ’22Q4 ’25: 2,349Q1 ’26: 2,252Q1 ’26Q2 ’26: 157filingsflow.com
Total reported value
Q4 ’18: $324.8BQ4 ’18Q1 ’19: $591.1BQ2 ’19: $587.5BQ2 ’19Q3 ’19: $780.2BQ2 ’21: $717.4BQ2 ’21Q4 ’21: $936.3BQ4 ’22: $38.2BQ4 ’22Q4 ’25: $82.7BQ1 ’26: $69.2BQ1 ’26Q2 ’26: $1.8Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM8.15%$239M1.18MQ1 2026OLDER
CINCINNATI CASUALTY CO$191M AUM7.64%$15M72.0KQ1 2026OLDER
FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM6.12%$270M1.33MQ1 2026OLDER
Fundsmith LLP$12.8B AUM6.11%$783M3.86MQ1 2026OLDER
CAPITAL COUNSEL LLC/NY$2.4B AUM5.84%$137M675.7KQ1 2026OLDER
Court Place Advisors, LLC$332M AUM5.50%$18M62.3KQ3 2025OLDER
Tactive Advisors, LLC$406M AUM4.94%$20M89.6KQ2 2026
ABSHER WEALTH MANAGEMENT, LLC$853M AUM4.94%$42M207.2KQ1 2026OLDER
Camrose Capital Investment Partners LLP$764M AUM4.83%$37M181.6KQ1 2026OLDER
COERENTE CAPITAL MANAGEMENT$537M AUM4.63%$25M122.5KQ1 2026OLDER
Clark & Stuart, Inc$148M AUM4.49%$7M32.6KQ1 2026OLDER
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM4.46%$8M37.6KQ1 2026OLDER
WORMSER FRERES GESTION$139M AUM4.39%$8M30.0KQ4 2025OLDER
America First Investment Advisors, LLC$536M AUM4.34%$23M114.5KQ1 2026OLDER
Long Road Investment Counsel, LLC$255M AUM4.26%$11M53.4KQ1 2026OLDER
Heathbridge Capital Management Ltd.$275M AUM4.17%$11M56.5KQ1 2026OLDER
R.H. Dinel Investment Counsel, Inc.$124M AUM4.04%$5M24.6KQ1 2026OLDER
NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM3.93%$61M299.3KQ1 2026OLDER
SAYBROOK CAPITAL /NC$371M AUM3.83%$14M70.0KQ1 2026OLDER
GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM3.61%$63M307.1KQ1 2026OLDER
Patrick Mauro Investment Advisor, INC.$199M AUM3.57%$7M34.9KQ1 2026OLDER
Navera Investment Management Ltd.$3.9B AUM3.51%$138M676.9KQ1 2026OLDER
Eurizon SLJ Capital Ltd$210M AUM3.47%$7M35.5KQ1 2026OLDER
MCDANIEL TERRY & CO$1.2B AUM3.32%$39M192.5KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM3.19%$10M51.1KQ1 2026OLDER
Local Pensions Partnership Investment Ltd$4.6B AUM3.17%$147M721.3KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM3.13%$11M53.0KQ1 2026OLDER
Giverny Capital Inc.$2.7B AUM3.12%$85M419.1KQ1 2026OLDER
William Allan Corp$169M AUM3.01%$5M25.0KQ1 2026OLDER
Kidder Stephen W$340M AUM3.00%$10M50.2KQ1 2026OLDER
VAN STRUM & TOWNE INC.$343M AUM2.94%$10M49.5KQ1 2026OLDER
Delaney Dennis R$282M AUM2.88%$8M40.0KQ1 2026OLDER
Notis-McConarty Edward$201M AUM2.87%$6M28.5KQ1 2026OLDER
R.H. Investment Group, LLC$130M AUM2.84%$4M18.3KQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM2.81%$37M181.3KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM2.80%$26M127.1KQ1 2026OLDER
Raub Brock Capital Management LP$395M AUM2.74%$11M53.3KQ1 2026OLDER
COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM2.68%$44M218.2KQ1 2026OLDER
Elefante Mark B$182M AUM2.62%$5M23.4KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM2.51%$18M86.2KQ1 2026OLDER
ZEVIN ASSET MANAGEMENT LLC$723M AUM2.46%$18M87.4KQ1 2026OLDER
SOMERVILLE KURT F$379M AUM2.40%$9M44.8KQ1 2026OLDER
Monte Financial Group, LLC$282M AUM2.40%$7M33.2KQ1 2026OLDER
HFR Wealth Management, LLC$407M AUM2.38%$10M47.7KQ1 2026OLDER
SPRING CAPITAL MANAGEMENT, LLC$198M AUM2.37%$5M23.0KQ1 2026OLDER
PUZO MICHAEL J$343M AUM2.36%$8M39.9KQ1 2026OLDER
Cincinnati Specialty Underwriters Insurance CO$412M AUM2.32%$10M47.0KQ1 2026OLDER
PENINSULA ASSET MANAGEMENT INC$196M AUM2.32%$5M22.3KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM2.31%$17M84.8KQ1 2026OLDER
Dundas Partners LLP$1.3B AUM2.29%$29M141.3KQ1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM2.24%$28M136.9KQ1 2026OLDER
Bath Savings Trust Co$965M AUM2.24%$22M96.3KQ2 2026
Georgetown University$221M AUM2.21%$7M22.6KQ3 2025OLDER
Suncoast Equity Management$833M AUM2.19%$18M89.9KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM2.18%$11M53.0KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM2.13%$57M279.3KQ1 2026OLDER
Dash Acquisitions Inc.$480M AUM2.11%$10M50.1KQ1 2026OLDER
Ramsay, Stattman, Vela & Price, Inc.$506M AUM2.10%$11M52.4KQ1 2026OLDER
Act Two Investors LLC$453M AUM2.10%$10M46.8KQ1 2026OLDER
Broderick Brian C$542M AUM2.07%$11M55.3KQ1 2026OLDER
Boit C F David$225M AUM2.02%$5M22.4KQ1 2026OLDER
BAXTER BROS INC$810M AUM1.97%$16M78.6KQ1 2026OLDER
ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM1.96%$34M167.2KQ1 2026OLDER
Dempze Nancy E$182M AUM1.95%$4M17.5KQ1 2026OLDER
DEARBORN PARTNERS LLC$1.8B AUM1.93%$36M175.6KQ1 2026OLDER
Bey-Douglas LLC$115M AUM1.93%$2M10.9KQ1 2026OLDER
Essex Bank$452M AUM1.92%$9M42.8KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM1.90%$4M19.3KQ1 2026OLDER
GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM1.86%$6M30.0KQ1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM1.85%$8M36.9KQ1 2026OLDER
Evelyn Partners Asset Management Ltd$406M AUM1.82%$7M36.3KQ1 2026OLDER
Nutshell Asset Management Ltd$184M AUM1.81%$3M16.4KQ1 2026OLDER
First Long Island Investors, LLC$1.2B AUM1.81%$22M109.7KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.80%$2M9.3KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM1.79%$5M22.9KQ1 2026OLDER
BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM1.77%$4M19.3KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM1.73%$5M26.3KQ1 2026OLDER
Sentry LLC$314M AUM1.72%$5M26.7KQ1 2026OLDER
Running Oak Capital LLC$741M AUM1.72%$13M62.3KQ1 2026OLDER
LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM1.70%$2M9.0KQ4 2025OLDER
OmniStar Financial Group, Inc.$193M AUM1.70%$3M9.5KQ3 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM1.69%$17M81.3KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM1.65%$30M148.5KQ1 2026OLDER
Baker Chad R$530M AUM1.65%$9M43.0KQ1 2026OLDER
Tandem Investment Advisors, Inc.$2.0B AUM1.63%$33M163.8KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM1.63%$23M113.8KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM1.59%$24M117.7KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM1.57%$4M17.0KQ4 2025OLDER
Sawyer & Company, Inc$260M AUM1.57%$4M20.0KQ1 2026OLDER
Fairfield Financial Advisors, LTD$290M AUM1.57%$5M22.4KQ1 2026OLDER
Sustainable Insight Capital Management, LLC$298M AUM1.56%$5M22.9KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM1.53%$41M202.7KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM1.52%$18M89.3KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM1.49%$33M163.5KQ1 2026OLDER
SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM1.46%$27M132.3KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM1.45%$3M15.4KQ1 2026OLDER
Abacus FCF Advisors LLC$444M AUM1.45%$11M37.1KQ3 2025OLDER
Financial & Tax Architects, LLC$448M AUM1.43%$6M31.6KQ1 2026OLDER
Evelyn Partners Investment Management Services Ltd$850M AUM1.40%$12M58.4KQ1 2026OLDER
CAMDEN NATIONAL BANK$739M AUM1.36%$10M49.4KQ1 2026OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM1.36%$28M136.1KQ1 2026OLDER
Virtus Family Office LLC$117M AUM1.35%$2M7.8KQ1 2026OLDER
Elevate Capital Advisors, LLC$155M AUM1.35%$2M7.9KQ4 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM1.35%$110M539.6KQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM1.34%$18M86.2KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM1.33%$15M66.4KQ2 2026
Safe Harbor Fiduciary, LLC$105M AUM1.30%$1M5.7KQ4 2025OLDER
IMS Capital Management$217M AUM1.29%$3M9.6KQ3 2025OLDER
Palisade Asset Management, LLC$996M AUM1.29%$13M63.2KQ1 2026OLDER
Silver Lake Advisory, LLC$252M AUM1.28%$3M15.9KQ1 2026OLDER
Somerset Trust Co$354M AUM1.28%$5M20.1KQ2 2026
Hamilton Point Investment Advisors, LLC$649M AUM1.26%$8M39.9KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM1.25%$1M7.0KQ1 2026OLDER
WESTCO ADVISORY SERVICES INC /ADV$163M AUM1.23%$2M7.8KQ1 2026OLDER
HALL CAPITAL MANAGEMENT CO INC$280M AUM1.22%$3M16.1KQ1 2026OLDER
GHE, LLC$241M AUM1.21%$3M14.3KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM1.21%$23M112.9KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.20%$10M49.4KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM1.20%$10M50.8KQ1 2026OLDER
Argo Wealth Advisory, LLC$170M AUM1.17%$2M9.8KQ1 2026OLDER
Cardinal Capital Management$776M AUM1.17%$9M44.3KQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM1.16%$5M23.6KQ2 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM1.16%$4M16.6KQ2 2026
Weiss Asset Management LP$5.9B AUM1.15%$82M320.6KQ4 2025OLDER
Werlinich Asset Management, LLC$262M AUM1.15%$3M13.4KQ2 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM1.15%$114M605.9KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM1.14%$4M18.0KQ1 2026OLDER
InvesTrust$238M AUM1.13%$3M13.2KQ1 2026OLDER
Sierra Legacy Group$131M AUM1.13%$1M7.3KQ1 2026OLDER
ALBERT D MASON INC$154M AUM1.13%$2M8.6KQ1 2026OLDER
Biondo Investment Advisors, LLC$780M AUM1.13%$9M43.2KQ1 2026OLDER
Reflection Asset Management$141M AUM1.12%$2M6.1KQ1 2026OLDER
Clean Yield Group$355M AUM1.12%$4M19.6KQ1 2026OLDER
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM1.12%$2M9.3KQ1 2026OLDER
VISTA INVESTMENT PARTNERS II, LLC$223M AUM1.12%$3M10.1KQ4 2025OLDER
Ninety One UK Ltd$43.1B AUM1.11%$480M2.36MQ1 2026OLDER
PRENTISS SMITH & CO INC$172M AUM1.11%$2M9.4KQ1 2026OLDER
Minot DeBlois Advisors LLC$110M AUM1.11%$1M6.0KQ1 2026OLDER
CONNING INC.$3.0B AUM1.11%$33M164.1KQ1 2026OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM1.10%$2M5.4KQ3 2025OLDER
HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM1.09%$2M9.8KQ1 2026OLDER
MITCHELL SINKLER & STARR/PA$217M AUM1.08%$2M11.5KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM1.08%$5M21.1KQ4 2025OLDER
Ridge Creek Global, Inc$118M AUM1.08%$1M6.2KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM1.07%$1M5.8KQ4 2025OLDER
Kinloch Capital, LLC$245M AUM1.05%$3M12.6KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM1.04%$2M9.5KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM1.04%$2M11.2KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM1.04%$2M10.6KQ1 2026OLDER
CAMBIENT FAMILY OFFICE, LLC$716M AUM1.02%$7M35.8KQ1 2026OLDER
Center for Wealth Management Advisory$139M AUM1.02%$1M7.0KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM1.01%$3M13.8KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM1.01%$11M55.9KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM1.01%$84M414.1KQ1 2026OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.99%$30M146.9KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.98%$579M2.85MQ1 2026OLDER
Legacy CG, LLC$360M AUM0.98%$3M11.8KQ3 2025OLDER
Penbrook Management LLC$132M AUM0.97%$1M6.3KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM0.95%$47M232.8KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM0.94%$2M8.0KQ1 2026OLDER
Exeter Financial, LLC$245M AUM0.92%$2M11.1KQ1 2026OLDER
TCV Trust & Wealth Management, Inc.$1.2B AUM0.91%$11M53.7KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM0.91%$4M20.0KQ1 2026OLDER
Pegasus Asset Management, Inc.$313M AUM0.90%$3M9.6KQ3 2025OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.90%$17M84.7KQ1 2026OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM0.90%$2M9.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.89%$222M1.09MQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.88%$2M7.5KQ1 2026OLDER
Prosperity Advisers, LLC$120M AUM0.88%$1M5.2KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.88%$5M25.3KQ1 2026OLDER
Rossmore Private Capital$1.1B AUM0.88%$10M48.8KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.87%$51M252.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.87%$4M14.6KQ4 2025OLDER
First National Bank of Hutchinson$157M AUM0.87%$1M6.7KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.86%$2M6.0KQ4 2025OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM0.86%$22M106.1KQ1 2026OLDER
US Asset Management LLC$115M AUM0.85%$982,5784.8KQ2 2026
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.85%$35M169.9KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.83%$2M8.2KQ1 2026OLDER
Port Capital LLC$2.2B AUM0.83%$19M74.8KQ4 2025OLDER
NS Partners Ltd$2.2B AUM0.83%$21M82.1KQ4 2025OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.82%$2M7.6KQ3 2025OLDER
BAHL & GAYNOR INC$19.8B AUM0.82%$162M796.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.81%$1M5.9KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.81%$210M1.04MQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.81%$14M70.6KQ1 2026OLDER
Lorne Steinberg Wealth Management Inc.$422M AUM0.81%$3M16.8KQ1 2026OLDER
Park State Asset Management$132M AUM0.81%$1M5.3KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.80%$3M16.5KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.80%$2M9.7KQ1 2026OLDER
Bowie Capital Management, LLC$2.7B AUM0.80%$20M77.9KQ4 2025OLDER
Peachtree Investment Partners, LLC$262M AUM0.80%$2M10.3KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.80%$2M7.8KQ4 2025OLDER
KKM Financial LLC$563M AUM0.80%$4M17.5KQ1 2026OLDER
Exchange Bank$161M AUM0.79%$1M5.7KQ2 2026
DAVIDSON TRUST CO$232M AUM0.79%$2M9.0KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.79%$9M31.1KQ4 2025OLDER
Hardman Johnston Global Advisors LLC$2.1B AUM0.79%$17M81.5KQ1 2026OLDER
Talisman Wealth Advisors LLC$124M AUM0.79%$975,6373.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.78%$11M52.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.77%$41M201.0KQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.76%$6M30.8KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.76%$3M14.7KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.76%$4M18.9KQ1 2026OLDER
ANB BANK$247M AUM0.75%$2M9.1KQ1 2026OLDER
FRG Family Wealth Advisors LLC$611M AUM0.74%$5M22.4KQ1 2026OLDER
Challenger Wealth Management$125M AUM0.74%$926,8964.6KQ1 2026OLDER
Hardworking Capital Advisors, LLC$107M AUM0.74%$788,7863.9KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.74%$4M17.5KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.73%$1M5.0KQ2 2026
DELTA FINANCIAL ADVISORS LLC$384M AUM0.73%$3M13.8KQ1 2026OLDER
Longbow Finance SA$552M AUM0.73%$7M25.2KQ3 2025OLDER
ROI Financial Advisors, LLC$167M AUM0.73%$1M6.0KQ1 2026OLDER
SEARLE & CO.$398M AUM0.72%$3M14.2KQ1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM0.72%$6M27.8KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.72%$12M60.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.72%$5M23.5KQ1 2026OLDER
Paradiem, LLC$454M AUM0.71%$3M16.0KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.71%$278M1.37MQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM0.71%$501,2981.7KQ3 2025OLDER
71 West Capital Partners$2.3B AUM0.71%$16M79.2KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.70%$62M304.6KQ1 2026OLDER
Pictet North America Advisors SA$1.0B AUM0.70%$7M34.6KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM0.70%$109M538.0KQ1 2026OLDER
Promethos Capital, LLC$372M AUM0.69%$3M12.7KQ1 2026OLDER
AMES NATIONAL CORP$167M AUM0.69%$1M5.7KQ1 2026OLDER
AXS Investments LLC$290M AUM0.69%$2M7.8KQ1 2026OLDER
Royal Capital Wealth Management, LLC$161M AUM0.69%$1M5.5KQ1 2026OLDER
Keeler Thomas Management LLC$236M AUM0.69%$2M8.0KQ1 2026OLDER
Andrews Advisory Associates, LLC$190M AUM0.69%$1M6.5KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.69%$3M12.7KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.69%$1M6.7KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.68%$9M43.1KQ1 2026OLDER
HAMEL ASSOCIATES, INC.$351M AUM0.68%$2M11.8KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.68%$83M409.2KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.68%$1M6.3KQ1 2026OLDER
Heritage Trust Co$997M AUM0.68%$7M33.4KQ1 2026OLDER
BETO FINANCIAL GROUP, LLC$171M AUM0.68%$1M5.4KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.67%$3M15.2KQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM0.67%$1M6.6KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM0.67%$675,0733.3KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.67%$2M7.9KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.66%$891,611750Q3 2025OLDER
LMG Wealth Partners, LLC$549M AUM0.66%$4M17.9KQ1 2026OLDER
Columbus Macro, LLC$936M AUM0.66%$6M30.4KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.65%$3M14.1KQ1 2026OLDER
Troy Asset Management Ltd$3.4B AUM0.65%$22M107.7KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM0.65%$972,6234.8KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.65%$3M13.7KQ2 2026
Cedar Mountain Advisors, LLC$581M AUM0.65%$4M16.9KQ2 2026
Eagle Bay Advisors LLC$113M AUM0.65%$735,2993.6KQ1 2026OLDER
Maytus Capital Management, LLC$562M AUM0.65%$4M17.9KQ1 2026OLDER
HALL LAURIE J TRUSTEE$322M AUM0.64%$2M9.3KQ2 2026
Agate Pass Investment Management, LLC$271M AUM0.64%$2M7.8KQ2 2026
Roxbury Financial LLC$126M AUM0.64%$803,7713.6KQ2 2026
Clifford Group, LLC$130M AUM0.63%$823,4894.1KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.63%$26M90.0KQ3 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.63%$15M58.7KQ4 2025OLDER
Aurdan Capital Management, LLC$333M AUM0.63%$2M10.3KQ1 2026OLDER
Nvest Financial, LLC$268M AUM0.62%$2M8.2KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.61%$3M15.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.61%$21M104.4KQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM0.61%$5M23.1KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.60%$3M13.0KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.60%$665,8213.3KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.60%$2M10.6KQ2 2026
Borer Denton & Associates, Inc.$280M AUM0.59%$2M8.1KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.59%$46M224.0KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM0.59%$743M3.66MQ1 2026OLDER
Axecap Investments, LLC$145M AUM0.58%$941,8423.2KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.58%$11M50.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.58%$13M61.5KQ1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.57%$10M48.4KQ1 2026OLDER
Accredited Investors Inc.$1.9B AUM0.57%$11M51.8KQ1 2026OLDER
Pacific Point Advisors, LLC$190M AUM0.56%$1M5.2KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM0.56%$18M88.2KQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM0.56%$37M181.1KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM0.55%$2M9.6KQ1 2026OLDER
STF Management LP$107M AUM0.55%$588,2852.3KQ4 2025OLDER
Granite Group Advisors, LLC$165M AUM0.55%$912,3764.5KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.55%$4M15.5KQ4 2025OLDER
Canopy Partners, LLC$291M AUM0.55%$2M7.9KQ1 2026OLDER
LifeSteps Financial, Inc.$158M AUM0.55%$862,9544.2KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.55%$80M392.5KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.55%$46M225.8KQ1 2026OLDER
HOME FEDERAL BANK OF TENNESSEE$400M AUM0.54%$2M10.7KQ1 2026OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.54%$9M45.3KQ1 2026OLDER
TRUSTCO BANK CORP N Y$113M AUM0.54%$604,6623.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.54%$88M434.7KQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.53%$3M16.8KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.53%$2M8.4KQ1 2026OLDER
Centric Wealth Management$501M AUM0.53%$3M12.6KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.53%$35M172.3KQ1 2026OLDER
Bank & Trust Co$148M AUM0.53%$783,8683.9KQ1 2026OLDER
Covenant Asset Management, LLC$664M AUM0.53%$3M17.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.53%$2M7.4KQ4 2025OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.53%$5M24.9KQ1 2026OLDER
Bank OZK$283M AUM0.52%$1M7.3KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.52%$3M15.8KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.52%$726,3693.6KQ1 2026OLDER
Orca Investment Management, LLC$118M AUM0.52%$614,6203.0KQ1 2026OLDER
First County Bank /CT/$213M AUM0.52%$1M5.0KQ2 2026
ABC ARBITRAGE SA$753M AUM0.52%$4M19.1KQ1 2026OLDER
Insight Wealth Strategies, LLC$896M AUM0.51%$4M17.5KQ4 2025OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM0.51%$3M15.8KQ1 2026OLDER
Hudson Capital Management LLC$387M AUM0.51%$2M9.7KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM0.51%$2M9.1KQ1 2026OLDER
BAYBAN$115M AUM0.51%$582,7202.9KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM0.51%$6M30.0KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.50%$2M8.2KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM0.50%$15M73.5KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.50%$1M4.9KQ4 2025OLDER
INVESTMENT PARTNERS, LTD.$281M AUM0.50%$1M7.0KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.50%$2M9.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.50%$296M1.15MQ4 2025OLDER
NBT BANK N A /NY$1.5B AUM0.49%$8M37.1KQ1 2026OLDER
Atlas Brown,Inc.$372M AUM0.49%$2M8.2KQ2 2026
Marks Group Wealth Management, Inc$1.0B AUM0.49%$5M25.1KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.49%$1M5.5KQ1 2026OLDER
Oak Asset Management, LLC$290M AUM0.49%$1M7.0KQ1 2026OLDER
Cushing Capital Partners, LLC$130M AUM0.48%$629,9363.1KQ1 2026OLDER
Accretive Wealth Partners, LLC$356M AUM0.48%$2M8.4KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.48%$4M18.0KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.48%$1M5.0KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.48%$3M17.2KQ1 2026OLDER
Nautilus Advisors LLC$146M AUM0.48%$696,8763.4KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.48%$2M6.6KQ4 2025OLDER
Great Diamond Partners, LLC$520M AUM0.48%$2M12.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.48%$2M6.8KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.48%$3M13.3KQ4 2025OLDER
PUREfi Wealth, LLC$153M AUM0.48%$726,1653.6KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.48%$2M9.8KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.47%$6M28.2KQ1 2026OLDER
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM0.47%$535,8332.6KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.47%$351M1.73MQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.47%$1M6.4KQ1 2026OLDER
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM0.47%$9M43.6KQ1 2026OLDER
Harold Davidson & Associates Inc.$206M AUM0.47%$962,4644.7KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.47%$3M13.4KQ1 2026OLDER
WHALEROCK POINT PARTNERS, LLC$518M AUM0.47%$2M11.9KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.46%$4M17.9KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.46%$46M226.8KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.46%$4M17.6KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.46%$1M5.7KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.45%$757,1763.7KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.45%$5M23.2KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.45%$7M35.9KQ1 2026OLDER
CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM0.45%$672,1193.3KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.44%$1M5.2KQ1 2026OLDER
Prota Financial, LLC$152M AUM0.44%$673,7162.9KQ2 2026
Kagan Cocozza Asset Management$142M AUM0.44%$629,3503.1KQ1 2026OLDER
Osprey Private Wealth LLC$345M AUM0.44%$2M7.5KQ1 2026OLDER
Railway Pension Investments Ltd$7.0B AUM0.44%$32M110.6KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.43%$89M436.2KQ1 2026OLDER
Lynch Investment Planning, LLC$111M AUM0.43%$481,4352.4KQ1 2026OLDER
PINKERTON WEALTH, LLC$1.1B AUM0.43%$5M18.4KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.43%$942,1993.7KQ4 2025OLDER
Mechanics Bank Trust Department$808M AUM0.43%$3M15.4KQ2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.42%$1.3B5.10MQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.42%$487M2.40MQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.42%$2M12.1KQ1 2026OLDER
East Coast Asset Management, LLC.$303M AUM0.42%$1M6.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.42%$7M32.6KQ1 2026OLDER
Wagner Wealth Management, Corp$111M AUM0.42%$425,8871.7KQ4 2025OLDER
JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM0.42%$21M104.9KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.42%$828,9744.1KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.42%$582,7202.9KQ1 2026OLDER
Global Financial Private Client, LLC$306M AUM0.42%$1M4.6KQ4 2025OLDER
Northstar Group, Inc.$707M AUM0.42%$3M14.5KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.41%$3M16.7KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.41%$5M24.3KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.41%$6M31.6KQ1 2026OLDER
Bellecapital International Ltd.$554M AUM0.41%$2M11.2KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.41%$2M8.7KQ1 2026OLDER
Legacy Financial Strategies, LLC$554M AUM0.41%$2M11.2KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.41%$151M516.0KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.41%$7M35.1KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.40%$820,2384.0KQ1 2026OLDER
Violich Capital Management, Inc.$855M AUM0.40%$3M16.9KQ1 2026OLDER
R Squared Ltd$182M AUM0.40%$728,1973.6KQ1 2026OLDER
Greenfield Seitz Capital Management, LLC$332M AUM0.40%$1M6.5KQ1 2026OLDER
Pavion Blue Capital, LLC$230M AUM0.40%$916,9514.5KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.39%$986,2384.9KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.39%$3M15.4KQ1 2026OLDER
Barbara Oil Co.$259M AUM0.39%$1M5.0KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM0.39%$1M5.8KQ1 2026OLDER
Key FInancial Inc$562M AUM0.39%$2M10.8KQ1 2026OLDER
Biltmore Family Office, LLC$716M AUM0.39%$3M13.6KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.39%$78M302.1KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.38%$5M19.4KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.38%$2.1B10.10MQ1 2026OLDER
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM0.38%$1M5.2KQ1 2026OLDER
BLUEDOOR PRIVATE WEALTH, LLC$216M AUM0.38%$822,2694.0KQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM0.38%$537,6112.1KQ4 2025OLDER
Paladin Partners, LLC$139M AUM0.38%$526,2362.6KQ2 2026
LCNB CORP$297M AUM0.38%$1M5.5KQ1 2026OLDER
Core Wealth Partners LLC$215M AUM0.38%$814,0074.0KQ1 2026OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.38%$2M6.8KQ3 2025OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.37%$417,6511.4KQ3 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.37%$2M7.6KQ2 2026
Allred Capital Management, LLC$275M AUM0.37%$1M5.0KQ1 2026OLDER
Kenora Financial, LLC$286M AUM0.37%$1M5.2KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.37%$36M262.3KQ2 2026
Alhambra Investment Management LLC$217M AUM0.37%$804,2664.0KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.37%$128M1.11MQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.37%$248M1.22MQ1 2026OLDER
Ally Financial Inc.$804M AUM0.37%$3M14.5KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.37%$8M40.8KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.37%$592,2702.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.36%$15M74.3KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.36%$3M16.2KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.36%$9M44.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.36%$508M2.50MQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.36%$5M25.6KQ1 2026OLDER
Concord Asset Management, LLC/VA$592M AUM0.36%$2M8.1KQ4 2025OLDER
Andina Capital Management, LLC$113M AUM0.36%$407,9852.0KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.36%$24M118.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.36%$2.3B11.56MQ1 2026OLDER
LAWOOD & CO$108M AUM0.36%$386,0421.9KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.36%$1M5.6KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.36%$2M11.7KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.35%$15M74.7KQ1 2026OLDER
Shore Point Advisors, LLC$253M AUM0.35%$883,8334.3KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.35%$1M4.3KQ3 2025OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.34%$57M280.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.34%$48M235.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.34%$296M1.46MQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.34%$32M157.4KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM0.34%$8M38.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.34%$372M1.83MQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.34%$3M13.7KQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM0.34%$4M20.6KQ1 2026OLDER
M3 Wealth Management, LLC$123M AUM0.34%$426,7451.7KQ4 2025OLDER
Aries Wealth Management$455M AUM0.34%$2M7.6KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.34%$768,2263.8KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.34%$9M43.0KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.34%$2M10.2KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.34%$7M34.5KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.34%$3M14.0KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.34%$30M148.2KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.34%$7M33.1KQ1 2026OLDER
Alpha Family Trust$206M AUM0.34%$690,8123.4KQ1 2026OLDER
JBGlobal.com LLC$114M AUM0.34%$383,1991.7KQ2 2026
RDA Financial Network$459M AUM0.33%$1M6.6KQ1 2026OLDER
United Community Bank$300M AUM0.33%$997,0044.9KQ1 2026OLDER
BankPlus Wealth Management LLC$194M AUM0.33%$643,0933.2KQ1 2026OLDER
Delta Accumulation, LLC$1.2B AUM0.33%$4M18.8KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.33%$669,0723.3KQ1 2026OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM0.33%$4M21.2KQ1 2026OLDER
LS Investment Advisors, LLC$668M AUM0.33%$2M10.8KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.33%$3M14.7KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.32%$17M81.5KQ1 2026OLDER
PRECEDENT WEALTH PARTNERS, LLC$500M AUM0.32%$2M8.0KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.32%$10M46.8KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.32%$833,3824.1KQ1 2026OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.32%$2M6.6KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.32%$1M5.4KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.32%$5M23.4KQ1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.32%$7M28.0KQ4 2025OLDER
Partnership Wealth Management, LLC$131M AUM0.32%$415,0972.0KQ1 2026OLDER
W.H. Cornerstone Investments Inc.$160M AUM0.31%$503,4712.5KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.31%$5M27.0KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.31%$2M6.3KQ3 2025OLDER
Blackhawk Capital Partners, LLC$273M AUM0.31%$833,4253.2KQ4 2025OLDER
Portfolio Design Labs, LLC$562M AUM0.31%$2M8.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.31%$8M37.3KQ1 2026OLDER
Milestone Asset Management Group, LLC$171M AUM0.31%$528,3972.6KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.31%$22M104.8KQ1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.31%$3M14.7KQ1 2026OLDER
Harbour Trust & Investment Management Co$943M AUM0.31%$3M14.3KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.31%$4M18.3KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.31%$5M23.4KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.31%$102M499.6KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.30%$9M44.2KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.30%$382,7911.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.30%$23M111.8KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.30%$10M39.0KQ4 2025OLDER
Lewis Asset Management, LLC$245M AUM0.30%$739,6513.6KQ1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM0.30%$319,8051.6KQ1 2026OLDER
Dorato Capital Management$135M AUM0.30%$408,1862.0KQ1 2026OLDER
ARMSTRONG HENRY H ASSOCIATES INC$1.0B AUM0.30%$3M13.9KQ2 2026
1ST SOURCE BANK$1.9B AUM0.30%$6M28.5KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.30%$537,9861.8KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.30%$66M324.4KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.30%$1M6.8KQ1 2026OLDER
LaFleur & Godfrey LLC$803M AUM0.30%$2M11.7KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.30%$10M51.2KQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.30%$3M14.7KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.29%$176M864.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.29%$59M292.6KQ1 2026OLDER
MOKAN Wealth Management Inc.$226M AUM0.29%$663,0043.3KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.29%$5M17.8KQ4 2025OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.29%$1M6.1KQ1 2026OLDER
Corundum Group, Inc.$299M AUM0.29%$871,6424.3KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.29%$1M4.3KQ4 2025OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.29%$19M91.7KQ1 2026OLDER
Wilson & Boucher Capital Management, LLC$151M AUM0.29%$433,9922.1KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.29%$59M202.5KQ3 2025OLDER
WealthTrust Axiom LLC$406M AUM0.29%$1M5.7KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.29%$294,6111.4KQ1 2026OLDER

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