AEPAMERICAN ELEC PWR CO INC
CUSIP 025537101 · Yahoo Finance ↗ · Google Finance ↗
American Elec Pwr Co Inc (AEP) has 1,908 institutional holders in Filings Flow’s 13F database, together reporting 444.30M shares worth $56.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
1,908
Q1 2026
Reported Value
$56.7B
Ticker
AEP
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Heathbridge Capital Management Ltd.$275M AUM | 8.32% | $23M | 174.8K | Q1 2026OLDER |
| Nexus Investment Management ULC$715M AUM | 7.22% | $52M | 393.7K | Q1 2026OLDER |
| Verbena Value LP$611M AUM | 6.41% | $39M | 298.8K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 5.90% | $9M | 66.1K | Q1 2026OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 4.57% | $237M | 1.81M | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 4.50% | $7M | 50.3K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 3.83% | $9M | 68.2K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 3.12% | $2.0B | 15.03M | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 3.10% | $6M | 45.5K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 2.95% | $4M | 30.3K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 2.89% | $20M | 153.3K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 2.71% | $37M | 281.4K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 2.54% | $74M | 644.4K | Q4 2025OLDER |
| Passumpsic Savings Bank$183M AUM | 2.51% | $5M | 39.7K | Q4 2025OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 2.41% | $43M | 326.4K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 2.41% | $3M | 20.2K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 2.28% | $5M | 47.5K | Q4 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 2.27% | $18M | 141.1K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.27% | $133M | 1.01M | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.19% | $25M | 192.2K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 2.18% | $101M | 897.1K | Q3 2025OLDER |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 2.11% | $4M | 29.6K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.07% | $32M | 240.8K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 2.02% | $6M | 42.9K | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 1.97% | $4M | 29.9K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.92% | $119M | 910.1K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 1.86% | $52M | 394.3K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.86% | $40M | 301.8K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 1.86% | $7M | 55.6K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 1.85% | $49M | 376.5K | Q1 2026OLDER |
| ICAHN CARL C$8.6B AUM | 1.85% | $158M | 1.21M | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 1.83% | $19M | 146.3K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 1.79% | $20M | 148.8K | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 1.75% | $15M | 130.3K | Q4 2025OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 1.73% | $13M | 96.2K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.73% | $85M | 652.1K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.70% | $3M | 21.1K | Q1 2026OLDER |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 1.65% | $3M | 21.9K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 1.64% | $11M | 81.0K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 1.62% | $8M | 63.5K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 1.61% | $118M | 901.1K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 1.60% | $24M | 181.3K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 1.51% | $3M | 21.5K | Q2 2026 |
| Northstar Financial Companies, Inc.$126M AUM | 1.47% | $2M | 14.1K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 1.46% | $31M | 232.9K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 1.46% | $99M | 751.6K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.46% | $27M | 203.5K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 1.45% | $8M | 58.8K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 1.43% | $5M | 34.9K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 1.42% | $8M | 61.0K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 1.40% | $2M | 18.6K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.40% | $56M | 494.7K | Q3 2025OLDER |
| L & S Advisors Inc$795M AUM | 1.37% | $11M | 83.2K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.27% | $16M | 123.3K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 1.24% | $5M | 38.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 1.24% | $153M | 1.17M | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 1.23% | $1M | 10.1K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 1.17% | $5M | 39.2K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.17% | $5M | 41.1K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 1.16% | $4M | 27.3K | Q2 2026 |
| Mawer Investment Management Ltd.$15.4B AUM | 1.13% | $175M | 1.33M | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.09% | $7M | 52.9K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.08% | $7M | 50.6K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.08% | $4M | 29.0K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 1.07% | $4M | 33.1K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.07% | $7M | 56.1K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 1.06% | $12M | 93.0K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 1.05% | $3M | 22.3K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.04% | $100M | 762.2K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 1.04% | $3M | 22.7K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 1.00% | $28M | 217.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.99% | $592M | 4.49M | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.98% | $2M | 12.5K | Q2 2026 |
| Altus Wealth Group LLC$244M AUM | 0.96% | $2M | 17.9K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.93% | $4M | 32.7K | Q1 2026OLDER |
| DC Investments Management, LLC$261M AUM | 0.91% | $2M | 18.2K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.89% | $58M | 424.2K | Q2 2026 |
| Tudor Financial Inc.$196M AUM | 0.88% | $2M | 13.2K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.88% | $6M | 44.6K | Q2 2026 |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 0.86% | $13M | 100.0K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.86% | $7M | 51.5K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.86% | $2M | 11.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.85% | $154M | 1.18M | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.84% | $2M | 18.0K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.84% | $3M | 23.2K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.84% | $1M | 8.7K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.83% | $104M | 791.1K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.83% | $3M | 21.7K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 0.82% | $5M | 34.4K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 0.81% | $2M | 21.0K | Q4 2025OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.81% | $2M | 13.1K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.80% | $8M | 62.6K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.80% | $6M | 43.6K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.79% | $25M | 192.6K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.79% | $2M | 11.6K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.77% | $12M | 93.4K | Q1 2026OLDER |
| REAVES W H & CO INC$6.0B AUM | 0.75% | $45M | 344.7K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.75% | $8M | 59.5K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.75% | $2M | 15.0K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.75% | $1M | 11.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.74% | $1M | 10.9K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 0.73% | $2M | 18.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.72% | $3M | 23.4K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.72% | $5M | 36.4K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 0.71% | $8M | 58.4K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.71% | $118M | 899.6K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.71% | $896,074 | 7.8K | Q4 2025OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.71% | $5M | 38.5K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.70% | $4M | 33.1K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.70% | $8M | 57.6K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.69% | $4M | 27.3K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.69% | $6M | 46.1K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.69% | $53M | 403.0K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.69% | $5M | 45.2K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.68% | $1M | 8.8K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.68% | $275M | 2.10M | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.68% | $940,499 | 7.2K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.68% | $1M | 9.7K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.68% | $1M | 8.8K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.67% | $1M | 9.3K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.67% | $20M | 153.2K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.66% | $6M | 45.2K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.66% | $921,100 | 7.0K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.66% | $1M | 10.3K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.66% | $1M | 10.9K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.65% | $28M | 214.6K | Q1 2026OLDER |
| KCM Capital Inc$622M AUM | 0.65% | $4M | 30.8K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.65% | $5M | 41.4K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.64% | $2M | 17.1K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.64% | $1M | 11.1K | Q1 2026OLDER |
| AGP FRANKLIN, LLC$200M AUM | 0.64% | $1M | 9.8K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.64% | $6M | 48.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.63% | $125M | 950.7K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.63% | $10M | 76.7K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.63% | $1.1B | 8.74M | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 0.63% | $2M | 15.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.62% | $644,501 | 4.9K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.62% | $6M | 53.3K | Q4 2025OLDER |
| Themes Management Co LLC$162M AUM | 0.62% | $1M | 7.7K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.62% | $1M | 8.0K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.61% | $4M | 27.2K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.60% | $2M | 15.3K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.59% | $4M | 27.0K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.59% | $4M | 26.8K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.58% | $5M | 34.6K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.58% | $4M | 26.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.58% | $3M | 20.2K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.58% | $11M | 86.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.57% | $11M | 82.9K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.57% | $1M | 10.5K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.56% | $835,111 | 6.4K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.56% | $873,387 | 6.7K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 0.55% | $818,988 | 6.2K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.55% | $49M | 375.5K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.55% | $2M | 11.9K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.54% | $2M | 15.9K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.54% | $2M | 20.1K | Q4 2025OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.53% | $2M | 17.1K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.53% | $8M | 60.0K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.53% | $8M | 59.1K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 0.53% | $1M | 11.0K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.53% | $6M | 43.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.53% | $17M | 128.5K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.53% | $1M | 11.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.52% | $78M | 591.9K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.52% | $879,940 | 6.7K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.52% | $21M | 158.6K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.51% | $2M | 15.5K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.50% | $705,997 | 5.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.50% | $2M | 15.5K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.50% | $10M | 78.2K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.49% | $6M | 43.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.49% | $10M | 78.4K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 0.49% | $1M | 8.5K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.49% | $2M | 14.9K | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 0.49% | $7M | 52.0K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.48% | $13M | 101.0K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.48% | $879,416 | 6.7K | Q1 2026OLDER |
| Elemental Capital Partners LLC$235M AUM | 0.48% | $1M | 8.6K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.48% | $2M | 13.0K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.47% | $5M | 40.2K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.47% | $752,105 | 5.7K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.46% | $4M | 31.6K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.46% | $3M | 22.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.46% | $14M | 104.4K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.46% | $522,993 | 4.0K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.46% | $6M | 42.0K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.46% | $696,700 | 5.3K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.46% | $573,082 | 4.4K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.46% | $2M | 17.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.45% | $94M | 715.4K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.45% | $5M | 46.9K | Q3 2025OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.44% | $154M | 1.17M | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.44% | $492,336 | 3.8K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 0.44% | $5M | 35.1K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.44% | $2M | 13.7K | Q4 2025OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.43% | $739,823 | 5.6K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.43% | $704,685 | 5.4K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 0.43% | $495,351 | 3.8K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.43% | $1M | 8.5K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.42% | $3M | 21.1K | Q2 2026 |
| Alpha Family Trust$206M AUM | 0.42% | $871,682 | 6.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.42% | $4M | 28.2K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.42% | $4M | 30.9K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.41% | $3M | 20.0K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.41% | $726,708 | 5.5K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.41% | $2M | 13.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.41% | $2M | 14.7K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 0.41% | $841,140 | 6.4K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.40% | $1M | 10.4K | Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.40% | $1M | 11.1K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.40% | $2M | 18.5K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.40% | $35M | 265.6K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 0.39% | $837,620 | 6.4K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.39% | $2M | 11.8K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 0.39% | $767,651 | 5.9K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.38% | $612,275 | 4.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.38% | $15M | 114.9K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.38% | $625,121 | 4.8K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.38% | $904,583 | 6.9K | Q2 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.38% | $4M | 33.7K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.37% | $3M | 22.4K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.37% | $3M | 24.9K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.37% | $2M | 18.1K | Q1 2026OLDER |
| D1 Capital Partners L.P.$11.2B AUM | 0.37% | $40M | 344.1K | Q4 2025OLDER |
| J2 Capital Management Inc$146M AUM | 0.37% | $537,297 | 4.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.36% | $752,661 | 5.7K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 0.36% | $394,551 | 3.0K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.36% | $468,340 | 3.6K | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 0.35% | $8M | 64.4K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.35% | $7M | 50.6K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.35% | $1M | 10.6K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.35% | $1M | 8.0K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.35% | $752,924 | 5.7K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.35% | $766,032 | 5.8K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.35% | $1M | 7.9K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.35% | $369,646 | 2.8K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.35% | $1M | 11.4K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 0.34% | $2M | 13.1K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.34% | $741,899 | 5.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.34% | $42M | 317.7K | Q1 2026OLDER |
| Steadtrust LLC$198M AUM | 0.33% | $589,860 | 4.5K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.33% | $5M | 39.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.33% | $573,369 | 573.4K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.33% | $786,742 | 6.0K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.33% | $25M | 194.0K | Q1 2026OLDER |
| STF Management LP$107M AUM | 0.33% | $348,813 | 3.0K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.33% | $1.4B | 10.37M | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.33% | $1M | 8.2K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.33% | $1M | 9.9K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.32% | $10M | 74.1K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 0.32% | $4M | 28.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.32% | $1.7B | 13.16M | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.32% | $374,364 | 2.9K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.32% | $13M | 119.3K | Q3 2025OLDER |
| Sandro Wealth Management LLC$125M AUM | 0.32% | $401,372 | 3.1K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.32% | $815,815 | 6.2K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.32% | $592,088 | 4.5K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.32% | $2M | 13.5K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.32% | $3M | 19.9K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.32% | $917,311 | 6.7K | Q2 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.32% | $1M | 8.6K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.31% | $11M | 81.3K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.31% | $1M | 10.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.30% | $2M | 16.8K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.30% | $737,981 | 5.6K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.30% | $879,416 | 6.7K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.30% | $663,003 | 5.1K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.30% | $976,546 | 7.5K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.30% | $1M | 8.6K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.30% | $458,780 | 3.5K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.30% | $625,645 | 4.8K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.30% | $114M | 867.6K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.29% | $2M | 12.5K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.29% | $1M | 10.7K | Q2 2026 |
| Columbia Asset Management$525M AUM | 0.29% | $2M | 11.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.29% | $84M | 644.4K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.29% | $368,335 | 2.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.29% | $17M | 126.7K | Q1 2026OLDER |
| Soroban Capital Partners LP$51.8B AUM | 0.29% | $148M | 1.13M | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.29% | $48M | 365.5K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.28% | $5M | 38.2K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.28% | $418,276 | 3.2K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.28% | $2M | 13.6K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.28% | $2M | 16.7K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.28% | $865,128 | 6.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.28% | $1M | 9.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.28% | $2M | 11.8K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.28% | $1M | 10.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.28% | $5M | 35.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.28% | $558,401 | 4.3K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.28% | $408,576 | 3.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.28% | $1.2B | 9.07M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.28% | $260M | 1.98M | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.27% | $318,587 | 2.4K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.27% | $357,472 | 2.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.27% | $69M | 523.2K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.27% | $420,111 | 3.2K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.27% | $769,045 | 5.9K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.27% | $957,678 | 7.3K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.27% | $438,178 | 3.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.27% | $8M | 60.1K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.27% | $8M | 60.7K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.27% | $1M | 8.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.27% | $5M | 35.1K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 0.26% | $2M | 13.3K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.26% | $3M | 21.0K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.26% | $493,381 | 3.8K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.26% | $596,283 | 4.5K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.26% | $426,010 | 3.3K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.26% | $475,077 | 4.1K | Q4 2025OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.26% | $8M | 62.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.26% | $7M | 53.2K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.26% | $429,680 | 3.3K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.25% | $56M | 429.8K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 0.25% | $276,978 | 2.1K | Q1 2026OLDER |
| Lanham O'Dell & Company, Inc.$347M AUM | 0.25% | $883,748 | 7.7K | Q4 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.25% | $404,878 | 3.1K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.25% | $414,270 | 3.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.25% | $687,252 | 5.2K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.25% | $6M | 47.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.25% | $3M | 19.8K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.25% | $4M | 33.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.25% | $386M | 2.94M | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.25% | $15M | 112.2K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.25% | $303,577 | 2.2K | Q2 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.24% | $38M | 287.3K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.24% | $4M | 27.8K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.24% | $48M | 368.5K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.24% | $809,950 | 6.2K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.24% | $330,017 | 2.9K | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.24% | $9M | 66.5K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.24% | $16M | 119.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.24% | $44M | 339.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.24% | $572M | 4.37M | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.24% | $4M | 32.3K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.24% | $9M | 65.5K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.24% | $1M | 11.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.24% | $36M | 278.0K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.24% | $727,923 | 5.6K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.23% | $2M | 17.0K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.23% | $6M | 45.0K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.23% | $367,200 | 3.3K | Q3 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.23% | $13M | 102.9K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.23% | $221M | 1.69M | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.23% | $241,842 | 1.8K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.23% | $1M | 7.9K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.23% | $277,365 | 2.1K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.23% | $348,384 | 2.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.23% | $10M | 73.2K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.23% | $2M | 17.1K | Q3 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.23% | $17M | 121.2K | Q2 2026 |
| INTRUST BANK NA$1.2B AUM | 0.23% | $3M | 21.4K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.23% | $73M | 557.6K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.23% | $413,951 | 3.2K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.23% | $648,322 | 4.9K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.23% | $733,655 | 5.6K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 0.23% | $778,289 | 5.9K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.23% | $334,385 | 2.6K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.23% | $4M | 30.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.22% | $2M | 15.6K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.22% | $740,864 | 5.7K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.22% | $2M | 20.7K | Q4 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.22% | $946,754 | 7.2K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.22% | $979,919 | 7.5K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.22% | $429,156 | 3.3K | Q1 2026OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.22% | $408,970 | 3.1K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.22% | $17M | 131.3K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.22% | $8M | 56.1K | Q2 2026 |
| Bullseye Investment Management, LLC$164M AUM | 0.22% | $359,427 | 3.3K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.22% | $28M | 214.9K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.22% | $1M | 9.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.22% | $7M | 54.0K | Q2 2026 |
| Corecam AG$117M AUM | 0.22% | $254,563 | 1.9K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.22% | $363,223 | 2.8K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.22% | $52M | 400.0K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.22% | $456,398 | 3.3K | Q2 2026 |
| Nuveen, LLC$369.3B AUM | 0.21% | $786M | 5.99M | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.21% | $845,166 | 6.4K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.21% | $1M | 7.7K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.21% | $222,836 | 1.7K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 0.21% | $2M | 12.6K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.21% | $2M | 13.9K | Q2 2026 |
| UNITED BANK$781M AUM | 0.21% | $2M | 12.4K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.21% | $2M | 11.6K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.21% | $2M | 12.6K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.21% | $686,466 | 5.2K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.21% | $253M | 1.93M | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.21% | $302,139 | 2.3K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.21% | $20M | 151.6K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.20% | $488,142 | 3.7K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.20% | $4M | 38.9K | Q4 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.20% | $480,801 | 3.7K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.20% | $2M | 12.9K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.20% | $2M | 18.9K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.20% | $895,000 | 7.8K | Q4 2025OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.20% | $438,463 | 3.3K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.20% | $571,780 | 4.4K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.20% | $4M | 30.5K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.20% | $411,198 | 3.1K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.20% | $446,026 | 3.4K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.20% | $907,729 | 6.9K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.20% | $349,460 | 2.7K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.20% | $3M | 22.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.20% | $8M | 56.3K | Q2 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.20% | $591M | 4.49M | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 0.20% | $363,245 | 2.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.20% | $4M | 29.4K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.20% | $68M | 519.3K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.20% | $804,569 | 6.1K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.20% | $815,546 | 6.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.20% | $609M | 5.28M | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.20% | $2M | 17.1K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.20% | $356,518 | 2.7K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.19% | $256M | 1.95M | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.19% | $523,298 | 3.8K | Q2 2026 |
| City State Bank$385M AUM | 0.19% | $741,257 | 5.7K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.19% | $213,305 | 1.6K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.19% | $331,401 | 2.9K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.19% | $156M | 1.19M | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.19% | $507,149 | 3.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.19% | $15M | 116.8K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.19% | $887,541 | 6.8K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.19% | $614,594 | 4.5K | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.19% | $177M | 1.35M | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.19% | $3M | 24.7K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.19% | $434,006 | 0 | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.19% | $686,597 | 5.2K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.19% | $250,363 | 1.9K | Q1 2026OLDER |
| Rockbridge Asset Management LLC$149M AUM | 0.19% | $277,365 | 2.1K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.19% | $984,411 | 7.5K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.19% | $8M | 57.6K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.18% | $390,629 | 3.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.18% | $598,064 | 4.4K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.18% | $4M | 30.2K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.18% | $1M | 8.5K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.18% | $1M | 8.1K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.18% | $511,605 | 3.9K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.18% | $521,961 | 4.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.18% | $37M | 281.3K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.18% | $236,337 | 1.8K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.18% | $417,883 | 3.2K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.18% | $1M | 11.2K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 0.18% | $282,740 | 2.2K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.18% | $206,333 | 1.8K | Q3 2025OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.18% | $204,843 | 1.8K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.18% | $6M | 43.1K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.18% | $4M | 26.7K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.18% | $501,381 | 3.8K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.18% | $8M | 62.7K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.18% | $207,327 | 1.8K | Q4 2025OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.18% | $495,351 | 3.8K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 0.18% | $367,024 | 2.8K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.18% | $578,569 | 4.2K | Q2 2026 |
| Hodges Capital Management Inc.$1.2B AUM | 0.18% | $2M | 16.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.18% | $281,428 | 2.1K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.18% | $211,542 | 1.8K | Q3 2025OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.18% | $528,646 | 4.0K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.18% | $363,812 | 2.8K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.17% | $29M | 253.8K | Q4 2025OLDER |
| Bay Rivers Group$293M AUM | 0.17% | $509,617 | 3.7K | Q2 2026 |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.17% | $224,888 | 2.0K | Q3 2025OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.17% | $365,057 | 2.8K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.17% | $786,480 | 6.0K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.17% | $585,705 | 4.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $5M | 38.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.17% | $185M | 1.41M | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.17% | $66M | 502.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.17% | $398M | 3.03M | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.17% | $16M | 121.8K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.17% | $1M | 9.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.17% | $289,238 | 2.6K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.17% | $2M | 11.8K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.17% | $584,512 | 4.5K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.17% | $2M | 18.3K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.17% | $3M | 22.4K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.17% | $447,004 | 3.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.16% | $95M | 721.3K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.16% | $5M | 34.8K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.16% | $4M | 32.2K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.16% | $14M | 109.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.16% | $6M | 48.0K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.16% | $325,209 | 2.5K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 0.16% | $3M | 25.0K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.16% | $19M | 147.8K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.16% | $432,302 | 3.3K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.16% | $313,410 | 2.7K | Q4 2025OLDER |
| Warner Group LLC$153M AUM | 0.16% | $244,464 | 1.9K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 0.16% | $269,632 | 2.1K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.16% | $347,334 | 2.6K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.16% | $2M | 12.7K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.16% | $475,427 | 3.6K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.16% | $265,263 | 2.0K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.16% | $208,418 | 1.6K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.16% | $13M | 96.3K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.16% | $571,683 | 4.4K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.16% | $286,372 | 2.2K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.16% | $231,094 | 1.8K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.16% | $1M | 9.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.16% | $2M | 19.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.