SEC 13F Intelligence

AMTAMERICAN TOWER CORP

CUSIP 03027X100 · Yahoo Finance ↗ · Google Finance ↗

American Tower Corp (AMT) has 1,729 institutional holders in Filings Flow’s 13F database, together reporting 430.64M shares worth $69.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,729
Q1 2026
Reported Value
$69.8B
Ticker
AMT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,063Q4 ’18Q1 ’19: 1,129Q2 ’19: 1,164Q2 ’19Q3 ’19: 1,205Q2 ’21: 1,537Q2 ’21Q4 ’21: 1,662Q4 ’22: 1,594Q4 ’22Q4 ’25: 1,732Q1 ’26: 1,729Q1 ’26Q2 ’26: 106filingsflow.com
Total reported value
Q4 ’18: $414.4BQ4 ’18Q1 ’19: $631.6BQ2 ’19: $521.1BQ2 ’19Q3 ’19: $610.3BQ2 ’21: $824.2BQ2 ’21Q4 ’21: $1.27TQ4 ’22: $41.9BQ4 ’22Q4 ’25: $71.4BQ1 ’26: $69.8BQ1 ’26Q2 ’26: $1.1Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Heard Capital LLC$1.9B AUM9.92%$192M1.11MQ1 2026OLDER
Rockbridge Asset Management LLC$149M AUM9.62%$14M83.0KQ1 2026OLDER
B&I Capital AG$294M AUM9.01%$26M153.5KQ1 2026OLDER
AVENIR CORP$820M AUM8.74%$72M415.4KQ1 2026OLDER
IES Holdings, Inc.$214M AUM7.86%$17M97.5KQ1 2026OLDER
Vert Asset Management LLC$315M AUM7.13%$22M130.2KQ1 2026OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM4.42%$112M648.3KQ1 2026OLDER
Partners Group Holding AG$1.4B AUM4.15%$56M324.9KQ1 2026OLDER
Benchstone Capital Management LP$860M AUM4.08%$30M155.6KQ3 2025OLDER
SOROS CAPITAL MANAGEMENT LLC$230M AUM3.97%$9M52.9KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM3.92%$38M221.4KQ1 2026OLDER
Blue Door Asset Management, LLC$159M AUM3.77%$7M37.3KQ3 2025OLDER
Ausbil Investment Management Ltd$201M AUM3.73%$8M43.9KQ1 2026OLDER
J. Stern & Co. LLP$1.0B AUM3.61%$37M216.0KQ1 2026OLDER
Socorro Asset Management LP$221M AUM3.58%$8M45.8KQ1 2026OLDER
BERNZOTT CAPITAL ADVISORS$209M AUM3.49%$7M42.2KQ1 2026OLDER
Magellan Asset Management Ltd$7.7B AUM3.37%$259M1.50MQ1 2026OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM3.33%$5M30.2KQ1 2026OLDER
Broad Run Investment Management, LLC$568M AUM3.21%$18M105.6KQ1 2026OLDER
Prospect Capital Advisors, LLC$180M AUM3.02%$5M31.4KQ1 2026OLDER
Georgetown University$221M AUM3.01%$9M46.8KQ3 2025OLDER
Foresight Group Ltd Liability Partnership$566M AUM2.89%$16M96.2KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM2.84%$192M1.11MQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM2.67%$31M176.3KQ4 2025OLDER
Koa Wealth Management, LLC$138M AUM2.53%$4M20.3KQ1 2026OLDER
ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM2.25%$4M21.9KQ1 2026OLDER
MILFORD FUNDS LTD$4.8B AUM2.25%$107M621.0KQ1 2026OLDER
BWCP, LP$656M AUM2.24%$15M84.9KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM2.19%$218M1.22MQ1 2026OLDER
GSI Capital Advisors LLC$184M AUM2.17%$4M23.2KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM2.16%$25M144.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM2.08%$1.3B7.33MQ1 2026OLDER
Strong Retirement Solutions LLC$143M AUM2.01%$3M16.6KQ1 2026OLDER
Sitrin Capital Management LLC$200M AUM1.98%$4M22.8KQ1 2026OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM1.88%$35M200.5KQ1 2026OLDER
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM1.85%$278M1.61MQ1 2026OLDER
Presima Securities ULC$178M AUM1.80%$3M18.6KQ1 2026OLDER
Quintet Private Bank (Europe) S.A.$1.5B AUM1.71%$26M148.0KQ1 2026OLDER
Barton Investment Management$797M AUM1.70%$14M78.4KQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM1.65%$159M920.9KQ1 2026OLDER
Sarasin & Partners LLP$8.5B AUM1.63%$139M849.7KQ2 2026
Edge Wealth Management LLC$594M AUM1.63%$10M59.1KQ2 2026
Mill Capital Management, LLC$1.3B AUM1.62%$21M123.3KQ1 2026OLDER
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM1.58%$2M8.1KQ3 2025OLDER
Wallington Asset Management, LLC$752M AUM1.57%$12M68.6KQ1 2026OLDER
Lummis Asset Management, LP$167M AUM1.57%$3M15.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM1.56%$77M446.1KQ1 2026OLDER
MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM1.54%$15M89.3KQ1 2026OLDER
SYNTAX RESEARCH, INC.$157M AUM1.53%$2M13.9KQ1 2026OLDER
Brown Shipley& Co Ltd$167M AUM1.53%$3M14.7KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM1.47%$7M42.7KQ1 2026OLDER
JERICHO FINANCIAL, LLP$159M AUM1.46%$2M13.4KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM1.45%$75M436.9KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM1.44%$85M490.2KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM1.42%$3M15.3KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM1.41%$5M28.3KQ4 2025OLDER
RWC Asset Management LLP$2.4B AUM1.40%$33M194.0KQ1 2026OLDER
CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM1.39%$2M14.1KQ1 2026OLDER
Vanderbilt University$526M AUM1.39%$7M42.3KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM1.38%$68M394.6KQ1 2026OLDER
Jupiter Wealth Management LLC$253M AUM1.36%$3M19.8KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM1.35%$2M13.3KQ2 2026
Skylands Capital, LLC$763M AUM1.33%$10M58.7KQ1 2026OLDER
EDGAR LOMAX CO/VA$1.4B AUM1.31%$18M106.5KQ1 2026OLDER
Argo Wealth Advisory, LLC$170M AUM1.28%$2M12.6KQ1 2026OLDER
Cincinnati Specialty Underwriters Insurance CO$412M AUM1.26%$5M30.0KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM1.25%$9M50.4KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM1.19%$2M9.1KQ1 2026OLDER
CABOT WEALTH MANAGEMENT INC$869M AUM1.18%$10M59.3KQ1 2026OLDER
Roberts Wealth Advisors, LLC$394M AUM1.17%$5M26.6KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM1.16%$35M200.0KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM1.09%$3M16.6KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM1.09%$76M437.6KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM1.08%$4M21.2KQ1 2026OLDER
ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM1.07%$1M7.5KQ1 2026OLDER
Fisher Funds Management LTD$3.4B AUM1.06%$36M209.5KQ1 2026OLDER
NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM1.03%$25M143.7KQ1 2026OLDER
MIDDLETON & CO INC/MA$877M AUM1.01%$9M51.1KQ1 2026OLDER
Kentucky Farm Bureau Mutual Insurance Co$204M AUM1.01%$2M13.0KQ1 2026OLDER
M&G Plc$19.4B AUM1.00%$193M1.12MQ1 2026OLDER
PeakShares LLC$109M AUM0.98%$1M6.2KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.96%$176M1.03MQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM0.96%$1M6.8KQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM0.95%$2M10.6KQ3 2025OLDER
Evercore Wealth Management, LLC$6.4B AUM0.94%$60M346.1KQ1 2026OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.93%$13M75.2KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.93%$14M74.0KQ3 2025OLDER
Fairbanks Capital Management, Inc.$160M AUM0.92%$1M8.5KQ1 2026OLDER
McCollum Christoferson Group LLC$333M AUM0.90%$3M41.6KQ1 2026OLDER
Timber Creek Capital Management LLC$412M AUM0.90%$4M19.4KQ3 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.90%$274M1.59MQ1 2026OLDER
OUTFITTERS FINANCIAL LLC$129M AUM0.89%$1M6.6KQ1 2026OLDER
DAVIS R M INC$5.6B AUM0.89%$50M289.2KQ1 2026OLDER
STRATEGIC PLANNING GROUP, LLC$715M AUM0.86%$6M33.0KQ3 2025OLDER
SAMLYN CAPITAL, LLC$5.9B AUM0.85%$62M320.6KQ3 2025OLDER
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM0.84%$3M14.3KQ3 2025OLDER
M. Kulyk & Associates, LLC$536M AUM0.83%$4M25.8KQ1 2026OLDER
Vantage Investment Partners, LLC$1.4B AUM0.82%$12M69.1KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.82%$2M13.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.81%$158M918.3KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.81%$6M34.5KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM0.79%$1M7.9KQ1 2026OLDER
LifePlan Financial, LLC$135M AUM0.79%$1M6.2KQ1 2026OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM0.78%$3M17.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.77%$476M2.76MQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.77%$33M190.0KQ1 2026OLDER
Stack Financial Management, Inc$1.4B AUM0.77%$10M57.4KQ4 2025OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.76%$16M93.9KQ1 2026OLDER
Liberty Capital Management, Inc.$537M AUM0.76%$4M23.3KQ4 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.76%$25M147.1KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.74%$3M21.3KQ2 2026
Pacific Capital Partners Ltd$101M AUM0.73%$742,0944.3KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.72%$7M3.5KQ3 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.72%$9M51.4KQ1 2026OLDER
Hardworking Capital Advisors, LLC$107M AUM0.72%$788,6524.5KQ4 2025OLDER
Oak Asset Management, LLC$290M AUM0.71%$2M11.9KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM0.70%$35M201.6KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM0.69%$2M11.0KQ2 2026
Lord & Richards Wealth Management, LLC$114M AUM0.69%$781,4904.5KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.67%$3M18.8KQ1 2026OLDER
Slow Capital, Inc.$770M AUM0.67%$6M29.7KQ3 2025OLDER
Rathbones Group PLC$50.6B AUM0.67%$172M986.6KQ2 2026
Compass Wealth Management LLC$405M AUM0.67%$3M15.7KQ1 2026OLDER
Boit C F David$225M AUM0.67%$2M8.7KQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM0.67%$797,6904.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.67%$14M83.7KQ1 2026OLDER
Ally Financial Inc.$804M AUM0.67%$5M31.0KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM0.66%$2M12.6KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.65%$6M37.6KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.64%$78M449.6KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.64%$4M25.2KQ1 2026OLDER
Adelante Capital Management LLC$1.5B AUM0.64%$9M54.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.64%$65M376.9KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.64%$15M85.7KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.63%$11M65.1KQ1 2026OLDER
Tacita Capital Inc$169M AUM0.63%$1M6.2KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM0.63%$16M92.1KQ1 2026OLDER
Mendel Money Management$239M AUM0.62%$1M8.6KQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.61%$5M28.4KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.61%$761,7684.4KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.61%$11M62.6KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM0.61%$7M41.8KQ1 2026OLDER
Shorepoint Capital Partners LLC$503M AUM0.61%$3M15.8KQ3 2025OLDER
Saudi Central Bank$4.7B AUM0.60%$28M164.8KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.60%$39M226.3KQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.59%$3M17.1KQ3 2025OLDER
PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM0.59%$4M22.9KQ1 2026OLDER
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM0.59%$2M8.6KQ3 2025OLDER
Soltis Investment Advisors LLC$1.6B AUM0.58%$9M53.6KQ1 2026OLDER
DUPONT CAPITAL MANAGEMENT CORP$879M AUM0.58%$6M29.3KQ3 2025OLDER
Redmond Asset Management, LLC$366M AUM0.58%$2M12.3KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.58%$17M96.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.58%$56M255.4KQ2 2026
Cross Staff Investments Inc$197M AUM0.58%$1M6.6KQ1 2026OLDER
EPIQ PARTNERS, LLC$236M AUM0.58%$1M8.3KQ2 2026
Forza Wealth Management, LLC$287M AUM0.57%$2M9.5KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.56%$7M43.2KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.56%$55M316.4KQ1 2026OLDER
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM0.56%$12M60.6KQ3 2025OLDER
Altman Advisors, Inc.$241M AUM0.56%$1M7.8KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.56%$755,5604.4KQ1 2026OLDER
Second Line Capital, LLC$528M AUM0.56%$3M16.1KQ1 2026OLDER
Sage Capital Management, LLC$213M AUM0.55%$1M6.8KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.55%$636M3.69MQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.55%$2M10.9KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.55%$2M11.7KQ1 2026OLDER
PYA Waltman Capital, LLC$361M AUM0.55%$2M11.5KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.55%$137M791.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.55%$1.0B5.91MQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.54%$6M36.2KQ1 2026OLDER
Shum Financial Group, Inc.$141M AUM0.54%$769,9364.5KQ1 2026OLDER
Motley Fool Wealth Management, LLC$884M AUM0.54%$5M27.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.54%$2M12.2KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM0.54%$1M6.7KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.54%$2M11.1KQ4 2025OLDER
Third View Private Wealth, LLC$730M AUM0.54%$4M22.8KQ1 2026OLDER
St. Clair Advisors, LLC$389M AUM0.53%$2M12.6KQ2 2026
NZS Capital, LLC$3.0B AUM0.53%$16M91.8KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.53%$70M405.5KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.53%$13M72.8KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.52%$8M44.2KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.52%$17M95.8KQ4 2025OLDER
MSH Capital Advisors LLC$472M AUM0.52%$2M14.1KQ1 2026OLDER
Iowa State Bank$543M AUM0.51%$3M16.1KQ1 2026OLDER
FRG Family Wealth Advisors LLC$611M AUM0.51%$3M18.0KQ1 2026OLDER
Destination Wealth Management$3.9B AUM0.51%$20M113.3KQ1 2026OLDER
Park State Asset Management$132M AUM0.51%$668,9203.9KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.50%$5M29.3KQ1 2026OLDER
Vista Cima Wealth Management LLC$101M AUM0.50%$600,2313.1KQ3 2025OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.50%$14M81.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.49%$2M13.0KQ1 2026OLDER
TOWER TRUST & INVESTMENT Co$165M AUM0.49%$808,6244.9KQ2 2026
LGT Fund Management Co Ltd.$2.3B AUM0.49%$11M65.0KQ1 2026OLDER
POSTROCK PARTNERS LLC$216M AUM0.48%$1M6.0KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.48%$2M13.8KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.48%$2M10.1KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.48%$1M5.9KQ1 2026OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.48%$15M88.5KQ1 2026OLDER
VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM0.47%$620,4643.5KQ4 2025OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.47%$40M232.2KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM0.47%$809,4004.7KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.47%$16M95.3KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.46%$2M10.8KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.45%$994,2335.8KQ1 2026OLDER
Hixon Zuercher, LLC$321M AUM0.45%$1M8.4KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.45%$3M19.9KQ2 2026
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.45%$3M20.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.44%$1.3B7.77MQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.44%$39M227.7KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.44%$681,6914.0KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.44%$5M30.6KQ1 2026OLDER
DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM0.43%$982,8515.7KQ1 2026OLDER
Reflection Asset Management$141M AUM0.43%$609,5793.5KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.43%$5M29.1KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.43%$7M38.4KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.42%$9M49.4KQ1 2026OLDER
SWS Partners$405M AUM0.42%$2M9.8KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.41%$551,3993.1KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.41%$27M162.1KQ2 2026
DE BURLO GROUP INC$441M AUM0.40%$2M10.3KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.40%$463,7222.7KQ1 2026OLDER
Trail Ridge Investment Advisors, LLC$230M AUM0.40%$920,8875.3KQ1 2026OLDER
Barbara Oil Co.$259M AUM0.40%$1M6.0KQ1 2026OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.40%$30M174.1KQ1 2026OLDER
Heritage Trust Co$997M AUM0.40%$4M22.9KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.39%$695,4974.0KQ1 2026OLDER
United Bank$301M AUM0.39%$1M6.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.39%$724M4.20MQ1 2026OLDER
Safe Harbor Family Capital, LLC$128M AUM0.39%$494,2692.9KQ1 2026OLDER
Verde Capital Management$468M AUM0.39%$2M10.5KQ1 2026OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM0.38%$5M29.1KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.38%$2M14.4KQ1 2026OLDER
ANB BANK$247M AUM0.38%$945,3945.5KQ1 2026OLDER
ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM0.38%$1M8.4KQ1 2026OLDER
CITIZENS & NORTHERN CORP$401M AUM0.38%$2M8.8KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM0.37%$11M64.3KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.37%$847,8744.9KQ1 2026OLDER
First Bank & Trust$680M AUM0.37%$3M15.4KQ2 2026
Alan B Lancz & Associates, Inc.$103M AUM0.37%$380,7122.2KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.37%$70M407.6KQ1 2026OLDER
VCI Wealth Management LLC$361M AUM0.37%$1M7.6KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.36%$507,5582.9KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.36%$404,0102.3KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.36%$1M7.4KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.36%$721,5934.1KQ4 2025OLDER
Renasant Bank$141M AUM0.36%$505,3142.9KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.36%$3M15.6KQ1 2026OLDER
Perkins Coie Trust Co$603M AUM0.36%$2M13.1KQ2 2026
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.36%$4M16.7KQ4 2025OLDER
Linscomb Wealth, Inc.$2.2B AUM0.36%$8M46.2KQ1 2026OLDER
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.35%$2M12.2KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.35%$2M13.7KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.35%$63M366.3KQ1 2026OLDER
DMC Group, LLC$148M AUM0.35%$513,0803.0KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.35%$2M11.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.35%$205M1.17MQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.34%$400M2.32MQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.34%$481,5612.8KQ1 2026OLDER
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM0.34%$4M25.0KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.34%$2M13.5KQ1 2026OLDER
HARMONY ASSET MANAGEMENT LLC$327M AUM0.34%$1M6.5KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.34%$11M60.9KQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.34%$7M42.0KQ1 2026OLDER
Red Door Wealth Management, LLC$962M AUM0.33%$3M18.6KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.33%$1M8.5KQ1 2026OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.33%$10M55.3KQ4 2025OLDER
Alpha Omega Wealth Management LLC$617M AUM0.33%$2M11.9KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.33%$391,4122.3KQ1 2026OLDER
Somerset Trust Co$354M AUM0.33%$1M6.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.33%$8M46.4KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.33%$350M2.04MQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.32%$1M6.8KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.32%$10M56.4KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.32%$3M12.8KQ4 2025OLDER
TigerOak Management, L.L.C.$317M AUM0.32%$1M5.8KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM0.32%$2M11.4KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.32%$2M11.2KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.32%$66M373.4KQ4 2025OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM0.32%$5M29.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.32%$234M1.36MQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.31%$21M123.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.31%$19M107.6KQ1 2026OLDER
Midwest Professional Planners, LTD.$425M AUM0.31%$1M7.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.31%$455,4392.6KQ1 2026OLDER
Argent Advisors, Inc.$366M AUM0.31%$1M6.5KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.31%$3M13.9KQ3 2025OLDER
Seelaus Asset Management LLC$139M AUM0.31%$423,5112.5KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.31%$866,0414.8KQ3 2025OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.30%$13M66.0KQ3 2025OLDER
Heritage Wealth Management, Inc.$202M AUM0.30%$613,5223.6KQ1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.30%$8M44.3KQ1 2026OLDER
COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM0.30%$1M6.1KQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM0.30%$20M114.0KQ1 2026OLDER
New Hampshire Trust$496M AUM0.30%$1M8.5KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.30%$17M100.4KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.29%$7M40.1KQ4 2025OLDER
Carnegie Investment Counsel$5.1B AUM0.29%$15M87.3KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.29%$49M284.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.29%$228M1.32MQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.29%$2M12.0KQ4 2025OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.29%$715,5654.1KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM0.29%$11M61.3KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.29%$4M25.9KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.29%$3M13.2KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.28%$4M22.8KQ4 2025OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.28%$1M6.8KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.28%$83M478.7KQ1 2026OLDER
Saiph Capital, LLC$264M AUM0.28%$748,3074.3KQ1 2026OLDER
Brown Miller Wealth Management, LLC$352M AUM0.28%$995,1845.8KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM0.28%$17M98.0KQ1 2026OLDER
AUGUSTINE ASSET MANAGEMENT INC$444M AUM0.28%$1M7.2KQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM0.28%$4M21.2KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.28%$42M245.0KQ1 2026OLDER
CNB Bank$238M AUM0.27%$652,0073.8KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.27%$24M138.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.27%$201M1.17MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.27%$13M72.9KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.27%$37M190.5KQ3 2025OLDER
Cordatus Wealth Management LLC$420M AUM0.27%$1M6.6KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.27%$1M6.9KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.27%$2M12.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.27%$69M397.5KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.27%$1M5.8KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.27%$412M2.39MQ1 2026OLDER
Weaver Capital Management LLC$461M AUM0.26%$1M6.3KQ3 2025OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.26%$564,8543.3KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.26%$1M7.2KQ2 2026
Man Group plc$55.1B AUM0.26%$143M826.1KQ1 2026OLDER
Smart Portfolios, LLC$100M AUM0.26%$258,8701.5KQ1 2026OLDER
Marion Wealth Management$451M AUM0.26%$1M6.7KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.26%$21M119.7KQ1 2026OLDER
Gross & Hartman Investments LLC$192M AUM0.26%$494,2692.9KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.26%$509,4813.0KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM0.26%$775,7474.5KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.26%$46M268.2KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.26%$624,1933.6KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.26%$3M15.6KQ1 2026OLDER
Columbia Asset Management$525M AUM0.25%$1M7.7KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM0.25%$549,5343.1KQ4 2025OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.25%$6M32.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.25%$4.8B27.60MQ1 2026OLDER
Haverford Trust Co$10.9B AUM0.25%$28M159.4KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.25%$17M96.5KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.25%$352,9262.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.25%$60M347.3KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.25%$2M10.7KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.25%$787,1094.6KQ1 2026OLDER
RMR Wealth Builders$1.3B AUM0.24%$3M18.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.24%$7M40.6KQ1 2026OLDER
Gryphon Financial Partners LLC$976M AUM0.24%$2M13.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.24%$67M390.2KQ1 2026OLDER
ABLE Financial Group, LLC$511M AUM0.24%$1M5.8KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.24%$147M852.6KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.24%$3M19.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.24%$81M469.6KQ1 2026OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.24%$3M15.6KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.23%$3M18.9KQ1 2026OLDER
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.23%$398,8322.3KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.23%$2M10.3KQ1 2026OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.23%$4M23.1KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.23%$2M11.7KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.23%$81M470.1KQ1 2026OLDER
6th Street Advisors, LLC$159M AUM0.23%$368,7252.1KQ1 2026OLDER
111 Capital$406M AUM0.23%$1M6.4KQ3 2025OLDER
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM0.23%$262,0081.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.23%$35M204.9KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.23%$2M9.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.23%$51M292.8KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.23%$728,4604.2KQ1 2026OLDER
IFS Group,LLC$112M AUM0.23%$253,6951.5KQ1 2026OLDER
MARIPAU WEALTH MANAGEMENT LLC$227M AUM0.23%$513,8183.0KQ1 2026OLDER
Navalign, LLC$396M AUM0.23%$894,7775.2KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.22%$10M56.3KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.22%$2M13.7KQ2 2026
Professional Financial Advisors, LLC$578M AUM0.22%$1M6.4KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.22%$7M39.6KQ1 2026OLDER
Evelyn Partners Investment Management Services Ltd$850M AUM0.22%$2M11.0KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.22%$31M182.0KQ1 2026OLDER
Pursuit Wealth Management LLC$116M AUM0.22%$258,3601.5KQ4 2025OLDER
Capital Square, LLC$217M AUM0.22%$480,3702.7KQ1 2026OLDER
ARGUS INVESTORS' COUNSEL, INC.$112M AUM0.22%$247,6521.4KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.22%$998,3765.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.22%$89M513.7KQ1 2026OLDER
Accuvest Global Advisors$107M AUM0.22%$231,0001.3KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.21%$7M40.7KQ1 2026OLDER
Cove Private Wealth, LLC$440M AUM0.21%$941,9425.5KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.21%$4M21.6KQ1 2026OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.21%$718,3254.2KQ1 2026OLDER
Baldwin Investment Management, LLC$856M AUM0.21%$2M10.5KQ1 2026OLDER
General Partner, Inc.$186M AUM0.21%$391,0962.4KQ2 2026
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.21%$6M36.9KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM0.21%$316,0261.8KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.21%$1.0B5.81MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.21%$8M46.3KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.21%$706,8584.1KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.21%$62M360.5KQ1 2026OLDER
Adelphi Trust Co$151M AUM0.21%$312,2561.9KQ2 2026
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.21%$3M15.5KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.21%$8M45.1KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.21%$2M12.1KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.21%$841,2074.4KQ3 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.20%$5M31.2KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.20%$260,3511.2KQ4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.20%$1M6.0KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.20%$520,1533.0KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.20%$1M8.3KQ1 2026OLDER
Advisor Resource Council$309M AUM0.20%$622,4963.6KQ1 2026OLDER
National Pension Service$131.7B AUM0.20%$265M1.53MQ1 2026OLDER
Ninepoint Partners LP$904M AUM0.20%$2M10.3KQ4 2025OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.20%$845,6424.9KQ1 2026OLDER
Simmons Bank$1.5B AUM0.20%$3M17.1KQ1 2026OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.20%$3M15.9KQ2 2026
Pathway Financial Advisers, LLC$354M AUM0.20%$679,2413.9KQ4 2025OLDER
Henson-Edgewater Management, LLC$157M AUM0.20%$309,0911.8KQ1 2026OLDER
CHRISTINE MESSMER PC$156M AUM0.19%$303,3961.8KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.19%$996,4775.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.19%$833M4.83MQ1 2026OLDER
waypoint wealth counsel$193M AUM0.19%$524,6043.0KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.19%$1.3B7.28MQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.19%$33M188.6KQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.19%$614,2123.6KQ1 2026OLDER
Churchill Financial Advisors, LLC$476M AUM0.19%$911,2225.3KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.19%$3M19.2KQ4 2025OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.19%$240,9681.4KQ4 2025OLDER
BETO FINANCIAL GROUP, LLC$171M AUM0.19%$324,3781.8KQ1 2026OLDER
Second Half Financial Partners, LLC$222M AUM0.19%$423,8262.4KQ4 2025OLDER
UNION SAVINGS BANK$228M AUM0.19%$429,1992.5KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.19%$19M110.5KQ1 2026OLDER
OMNI 360 Wealth, Inc.$194M AUM0.19%$362,2452.1KQ1 2026OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM0.19%$420,6712.4KQ1 2026OLDER
Pandora Wealth, Inc.$165M AUM0.19%$306,3701.7KQ4 2025OLDER
JAG CAPITAL MANAGEMENT, LLC$889M AUM0.19%$2M9.5KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.19%$17M102.3KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.18%$2M11.1KQ1 2026OLDER
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.18%$3M15.3KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.18%$3M15.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.18%$671M3.89MQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.18%$7M39.2KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.18%$523,4243.2KQ2 2026
Fortitude Advisory Group L.L.C.$222M AUM0.18%$400,3632.3KQ1 2026OLDER
Amundi$367.1B AUM0.18%$661M3.83MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.18%$17M99.3KQ4 2025OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.18%$436,4562.5KQ1 2026OLDER
CGN Advisors LLC$1.4B AUM0.18%$2M14.8KQ2 2026
V-Square Quantitative Management LLC$946M AUM0.18%$2M9.7KQ1 2026OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.18%$473,1482.5KQ3 2025OLDER
Andrews Advisory Associates, LLC$190M AUM0.18%$329,1941.9KQ4 2025OLDER
PRING TURNER CAPITAL GROUP INC$166M AUM0.17%$285,4031.5KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.17%$25M142.0KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.17%$485,7062.8KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.17%$21M120.8KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.17%$1M6.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.17%$162M938.0KQ1 2026OLDER
Swedbank AB$95.1B AUM0.17%$165M953.6KQ1 2026OLDER
ATLANTIC FAMILY WEALTH, LLC$138M AUM0.17%$238,1611.4KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.17%$3M14.9KQ1 2026OLDER
Odyssean, LLC$274M AUM0.17%$469,7632.7KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.17%$12M68.3KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.17%$2M11.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.17%$212M1.23MQ1 2026OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.17%$488,3272.8KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.17%$141M816.8KQ1 2026OLDER
ELEVATUS WELATH MANAGEMENT$191M AUM0.17%$324,5601.9KQ1 2026OLDER
VISIONARY HORIZONS, LLC$203M AUM0.17%$344,8152.0KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.17%$510,8373.0KQ1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.17%$292,7891.8KQ2 2026
Vinva Investment Management Ltd$8.1B AUM0.17%$14M79.6KQ1 2026OLDER
Buttonwood Financial Advisors Inc.$299M AUM0.17%$497,1632.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.17%$21M119.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.17%$2.6B15.13MQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.17%$7M39.0KQ1 2026OLDER
AlpenGlobal Capital LLC$157M AUM0.16%$258,8701.5KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.16%$508,2752.9KQ4 2025OLDER
Portfolio Design Labs, LLC$562M AUM0.16%$921,8115.3KQ1 2026OLDER
Income Insurance Ltd$147M AUM0.16%$239,8861.4KQ1 2026OLDER
North Berkeley Wealth Management, LLC$189M AUM0.16%$206,5521.1KQ3 2025OLDER
Delta Global Management LP$1.2B AUM0.16%$2M12.7KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.16%$11.2B63.76MQ4 2025OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.16%$2M9.6KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.16%$2M11.8KQ2 2026
Alpha Family Trust$206M AUM0.16%$332,2171.9KQ1 2026OLDER
ARWA LLC$202M AUM0.16%$324,7251.8KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.16%$543,9723.2KQ1 2026OLDER
LBP AM SA$7.3B AUM0.16%$12M68.0KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.16%$662,2803.8KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.16%$2M14.0KQ2 2026
AXA Investment Managers S.A.$37.1B AUM0.16%$59M307.2KQ3 2025OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.16%$4M20.3KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.16%$37M212.5KQ1 2026OLDER
TFR Capital, LLC.$326M AUM0.16%$473,4922.5KQ3 2025OLDER
AGH Wealth Advisors, LLC$136M AUM0.16%$214,3441.2KQ1 2026OLDER
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM0.16%$286,8421.7KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.16%$2M9.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.16%$135M783.6KQ1 2026OLDER
Schrum Private Wealth Management LLC$131M AUM0.16%$213,2201.1KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.16%$84M485.3KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.16%$12M77.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.16%$749M4.34MQ1 2026OLDER
NIXON PEABODY TRUST CO$1.3B AUM0.16%$2M11.3KQ1 2026OLDER
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM0.16%$4M24.6KQ1 2026OLDER

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