AVGOBROADCOM INC
CUSIP 11135F101 · Yahoo Finance ↗ · Google Finance ↗
Broadcom Inc (AVGO) has 4,577 institutional holders in Filings Flow’s 13F database, together reporting 3576.30M shares worth $1.05T as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
4,577
Q1 2026
Reported Value
$1.05T
Ticker
AVGO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ASK CAPITAL MANAGEMENT, LLC$568M AUM | 92.39% | $525M | 1.70M | Q1 2026OLDER |
| Oxbow Capital Management (HK) Ltd$371M AUM | 23.89% | $86M | 248.8K | Q4 2025OLDER |
| Haven Capital Group, Inc.$108M AUM | 21.38% | $23M | 74.4K | Q1 2026OLDER |
| SoundStone Italy S.r.l.$135M AUM | 16.71% | $23M | 68.2K | Q3 2025OLDER |
| Integrated Financial Solutions, Inc.$144M AUM | 16.44% | $24M | 76.5K | Q1 2026OLDER |
| PATHWAY WEALTH MANAGEMENT LLC$106M AUM | 14.17% | $15M | 48.4K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 13.70% | $56M | 182.3K | Q1 2026OLDER |
| M & L Capital Management Ltd$407M AUM | 13.20% | $54M | 173.3K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 12.76% | $195M | 630.1K | Q1 2026OLDER |
| Tree Line Advisors (Hong Kong) Ltd.$233M AUM | 12.62% | $55M | 160.0K | Q4 2025OLDER |
| Carmel Capital Management L.L.C.$349M AUM | 12.54% | $44M | 141.5K | Q1 2026OLDER |
| Broad Peak Investment Advisers Pte Ltd$493M AUM | 11.62% | $57M | 185.0K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 11.04% | $28M | 92.0K | Q1 2026OLDER |
| BURR FINANCIAL SERVICES, LLC$126M AUM | 10.68% | $13M | 43.4K | Q1 2026OLDER |
| HILLMAN CO$257M AUM | 10.54% | $27M | 87.6K | Q1 2026OLDER |
| PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM | 9.58% | $250M | 809.0K | Q1 2026OLDER |
| Fourier Capital Management Ltd$100M AUM | 9.52% | $10M | 30.8K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 9.11% | $23M | 73.8K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 9.00% | $447M | 1.44M | Q1 2026OLDER |
| Grand Alliance Asset Management Ltd$165M AUM | 8.99% | $15M | 48.0K | Q1 2026OLDER |
| DSM CAPITAL PARTNERS LLC$5.7B AUM | 8.84% | $500M | 1.62M | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 8.78% | $92M | 296.9K | Q1 2026OLDER |
| LIGHT STREET CAPITAL MANAGEMENT, LLC$534M AUM | 8.68% | $46M | 149.8K | Q1 2026OLDER |
| PARUS FINANCE (UK) Ltd$334M AUM | 8.55% | $29M | 92.4K | Q1 2026OLDER |
| OAKTOP CAPITAL MANAGEMENT II, L.P.$1.3B AUM | 8.38% | $112M | 362.8K | Q1 2026OLDER |
| CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM | 8.34% | $1.3B | 4.06M | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 8.32% | $17M | 55.8K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 8.31% | $136M | 440.1K | Q1 2026OLDER |
| SeaTown Holdings Pte. Ltd.$153M AUM | 8.28% | $13M | 40.8K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 8.18% | $27M | 77.8K | Q4 2025OLDER |
| Crake Asset Management LLP$2.9B AUM | 8.13% | $233M | 752.0K | Q1 2026OLDER |
| HARVARD MANAGEMENT CO INC$1.8B AUM | 8.08% | $147M | 473.9K | Q1 2026OLDER |
| UNICOM Systems, Inc.$1.5B AUM | 8.02% | $123M | 325.3K | Q2 2026 |
| Warm Springs Advisors Inc.$118M AUM | 7.95% | $9M | 30.2K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 7.70% | $10M | 30.8K | Q1 2026OLDER |
| Alcosta Capital Management, Inc.$131M AUM | 7.69% | $10M | 32.6K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 7.62% | $9M | 29.5K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 7.55% | $100M | 323.2K | Q1 2026OLDER |
| SCGE MANAGEMENT, L.P.$3.3B AUM | 7.44% | $245M | 792.7K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 7.40% | $34M | 90.4K | Q2 2026 |
| Situational Awareness LP$13.7B AUM | 7.36% | $1.0B | 3.25M | Q1 2026OLDER |
| Situational Awareness Partners LP$13.7B AUM | 7.36% | $1.0B | 3.25M | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 7.17% | $18M | 59.1K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 7.04% | $81M | 234.7K | Q4 2025OLDER |
| CYPRESS FUNDS LLC$398M AUM | 7.00% | $28M | 89.9K | Q2 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 7.00% | $41M | 132.0K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 6.96% | $21M | 67.0K | Q1 2026OLDER |
| EDGEWOOD MANAGEMENT LLC$15.5B AUM | 6.94% | $1.1B | 3.48M | Q1 2026OLDER |
| Michael & Susan Dell Foundation$2.8B AUM | 6.94% | $198M | 638.5K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 6.89% | $1.1B | 3.52M | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 6.71% | $10M | 33.2K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 6.69% | $645M | 2.08M | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 6.61% | $93M | 246.7K | Q2 2026 |
| Overbrook Management Corp$529M AUM | 6.61% | $35M | 113.1K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 6.54% | $38M | 123.5K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 6.50% | $463M | 1.50M | Q1 2026OLDER |
| Blue Whale Capital LLP$2.1B AUM | 6.47% | $136M | 439.5K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 6.44% | $7M | 23.8K | Q1 2026OLDER |
| SurgoCap Partners LP$3.0B AUM | 6.42% | $232M | 670.0K | Q4 2025OLDER |
| Slow Capital, Inc.$770M AUM | 6.42% | $49M | 159.7K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 6.39% | $15M | 42.7K | Q4 2025OLDER |
| Palacios Wealth Management, LLC$160M AUM | 6.38% | $10M | 24.4K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 6.37% | $20M | 57.2K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 6.35% | $92M | 297.6K | Q1 2026OLDER |
| Ketron Financial$279M AUM | 6.32% | $18M | 57.0K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 6.30% | $25M | 82.3K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 6.26% | $159M | 513.5K | Q1 2026OLDER |
| Kinetic Partners Management, LP$1.8B AUM | 6.25% | $112M | 361.0K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 6.25% | $30M | 95.7K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 6.24% | $76M | 245.1K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 6.22% | $99M | 320.3K | Q1 2026OLDER |
| Step Capital Management Pte. Ltd.$249M AUM | 6.21% | $15M | 50.0K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 6.21% | $54M | 175.8K | Q1 2026OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 6.17% | $1.6B | 5.11M | Q1 2026OLDER |
| HAMILTON CAPITAL PARTNERS, LLC$320M AUM | 6.14% | $20M | 63.6K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 6.09% | $26.0B | 84.05M | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 6.08% | $20M | 63.5K | Q1 2026OLDER |
| PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM | 6.07% | $8M | 25.0K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 6.04% | $30M | 92.0K | Q3 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 5.99% | $165M | 532.1K | Q1 2026OLDER |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$672M AUM | 5.99% | $40M | 130.2K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 5.95% | $22M | 57.0K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 5.91% | $16M | 50.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 5.88% | $36M | 116.5K | Q1 2026OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 5.86% | $1.7B | 5.50M | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 5.85% | $17M | 45.4K | Q2 2026 |
| Defiance ETFs, LLC$7.0B AUM | 5.81% | $406M | 1.31M | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 5.80% | $158M | 510.6K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 5.78% | $835M | 2.70M | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 5.77% | $13M | 42.2K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 5.71% | $7M | 23.6K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 5.70% | $17M | 55.7K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 5.69% | $10M | 30.8K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 5.69% | $18M | 48.4K | Q2 2026 |
| FFG Partners, LLC$352M AUM | 5.66% | $20M | 52.8K | Q2 2026 |
| DARA CAPITAL US, INC.$105M AUM | 5.64% | $6M | 19.2K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 5.62% | $100M | 323.3K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 5.59% | $13M | 43.1K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 5.57% | $35.9B | 116.03M | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 5.56% | $9M | 29.1K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 5.54% | $9M | 28.6K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 5.54% | $7M | 22.8K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 5.53% | $13M | 41.1K | Q1 2026OLDER |
| Estuary Capital Management LP$598M AUM | 5.51% | $33M | 106.4K | Q1 2026OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 5.51% | $43M | 139.5K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 5.51% | $66M | 212.2K | Q1 2026OLDER |
| STF Management LP$107M AUM | 5.49% | $6M | 16.9K | Q4 2025OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 5.45% | $24M | 76.3K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 5.43% | $14M | 44.7K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 5.41% | $12M | 31.0K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 5.34% | $170M | 515.2K | Q3 2025OLDER |
| Benchstone Capital Management LP$860M AUM | 5.32% | $46M | 147.7K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 5.30% | $29M | 93.4K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 5.27% | $33M | 106.5K | Q1 2026OLDER |
| Stony Point Capital LLC$1.2B AUM | 5.25% | $65M | 211.0K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 5.23% | $24M | 68.8K | Q4 2025OLDER |
| Analog Century Management LP$2.1B AUM | 5.23% | $110M | 354.1K | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 5.23% | $29M | 92.6K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 5.22% | $12M | 39.4K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 5.22% | $677M | 2.19M | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 5.21% | $25M | 65.4K | Q2 2026 |
| Fogel Capital Management, Inc.$219M AUM | 5.19% | $11M | 36.7K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 5.17% | $50M | 162.5K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 5.17% | $15M | 49.4K | Q1 2026OLDER |
| RK Capital Management, LLC/FL$2.6B AUM | 5.16% | $197M | 570.0K | Q4 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 5.15% | $223M | 720.5K | Q1 2026OLDER |
| SCALAR GAUGE MANAGEMENT, LLC$104M AUM | 5.14% | $8M | 22.5K | Q4 2025OLDER |
| Grant Private Wealth Management Inc$237M AUM | 5.10% | $12M | 32.0K | Q2 2026 |
| Sarasin & Partners LLP$8.5B AUM | 5.09% | $435M | 1.15M | Q2 2026 |
| 3G Capital Partners LP$282M AUM | 5.08% | $21M | 65.0K | Q3 2025OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 5.07% | $65M | 211.6K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 5.07% | $26M | 68.2K | Q2 2026 |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 5.02% | $379M | 1.23M | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 5.01% | $347M | 1.12M | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 5.01% | $41M | 107.2K | Q2 2026 |
| Jupiter Wealth Management LLC$253M AUM | 4.98% | $13M | 30.2K | Q1 2026OLDER |
| Contour Asset Management LLC$3.1B AUM | 4.98% | $153M | 494.8K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 4.98% | $154M | 496.8K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 4.96% | $780M | 2.52M | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 4.92% | $61M | 196.1K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 4.91% | $36.0B | 116.19M | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 4.90% | $73M | 235.5K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 4.89% | $22M | 71.0K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 4.89% | $56M | 180.7K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 4.87% | $69M | 961.6K | Q3 2025OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 4.86% | $23M | 75.0K | Q1 2026OLDER |
| TIGER GLOBAL MANAGEMENT LLC$22.8B AUM | 4.86% | $1.1B | 3.58M | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 4.85% | $7.1B | 22.78M | Q1 2026OLDER |
| HOWARD HUGHES MEDICAL INSTITUTE$416M AUM | 4.84% | $20M | 65.0K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 4.84% | $296M | 955.0K | Q1 2026OLDER |
| Sphera Management Technology Funds Ltd$178M AUM | 4.83% | $9M | 27.8K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 4.82% | $9M | 28.3K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 4.81% | $8M | 24.6K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 4.81% | $12M | 37.3K | Q1 2026OLDER |
| Ratan Capital Management LP$269M AUM | 4.81% | $13M | 41.8K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 4.80% | $5M | 15.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 4.73% | $152M | 483.0K | Q1 2026OLDER |
| MIG Capital, LLC$589M AUM | 4.72% | $28M | 80.3K | Q4 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 4.71% | $28M | 90.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 4.70% | $31M | 76.0K | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 4.68% | $208M | 550.9K | Q2 2026 |
| CAPITAL CITY TRUST CO/FL$437M AUM | 4.68% | $20M | 66.1K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 4.67% | $27M | 88.3K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 4.67% | $36M | 116.3K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 4.67% | $71M | 228.1K | Q1 2026OLDER |
| KADENSA CAPITAL Ltd$718M AUM | 4.66% | $45M | 129.7K | Q4 2025OLDER |
| Kurv Investment Management LLC$173M AUM | 4.64% | $8M | 27.4K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 4.63% | $1.5B | 5.44M | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 4.63% | $10M | 31.1K | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 4.62% | $270M | 873.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 4.60% | $1.8B | 5.77M | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 4.60% | $308M | 996.4K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 4.59% | $124M | 400.3K | Q1 2026OLDER |
| Decatur Capital Management, Inc.$219M AUM | 4.55% | $10M | 32.2K | Q1 2026OLDER |
| NWK Group, Inc.$261M AUM | 4.55% | $12M | 38.3K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 4.54% | $48M | 154.5K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 4.54% | $40M | 128.6K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 4.54% | $14M | 46.0K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 4.53% | $70M | 227.1K | Q1 2026OLDER |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 4.52% | $31M | 99.5K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 4.49% | $68M | 195.3K | Q4 2025OLDER |
| Cadence Bank$1.7B AUM | 4.48% | $77M | 221.3K | Q4 2025OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 4.46% | $8M | 27.1K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 4.44% | $27M | 87.6K | Q1 2026OLDER |
| Niles Investment Management, LLC$111M AUM | 4.43% | $6M | 16.8K | Q4 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 4.41% | $19M | 59.9K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 4.41% | $9M | 28.5K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 4.40% | $255M | 827.0K | Q1 2026OLDER |
| LONE PINE CAPITAL LLC$12.5B AUM | 4.40% | $599M | 1.73M | Q4 2025OLDER |
| Troluce Capital Advisors LLC$1.6B AUM | 4.39% | $7M | 20.0K | Q4 2025OLDER |
| OSSIAM$5.7B AUM | 4.39% | $250M | 806.2K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 4.38% | $217M | 701.0K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 4.36% | $25M | 80.5K | Q1 2026OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 4.33% | $43M | 139.8K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 4.32% | $7M | 21.8K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 4.30% | $14M | 45.3K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 4.29% | $21M | 66.7K | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 4.28% | $126M | 408.4K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 4.27% | $57M | 185.2K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 4.27% | $5M | 16.3K | Q1 2026OLDER |
| Cambridge Financial Group, Inc.$267M AUM | 4.27% | $11M | 36.8K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 4.26% | $26M | 83.9K | Q1 2026OLDER |
| Cache Advisors, LLC$1.2B AUM | 4.26% | $50M | 133.1K | Q2 2026 |
| Sustainable Growth Advisers, LP$10.6B AUM | 4.26% | $453M | 1.46M | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 4.25% | $14M | 44.5K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 4.23% | $9M | 30.0K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 4.21% | $45M | 146.3K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 4.21% | $22M | 71.6K | Q1 2026OLDER |
| Menard Financial Group LLC$143M AUM | 4.21% | $6M | 19.5K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 4.20% | $100M | 323.4K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 4.20% | $159M | 513.9K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 4.18% | $22M | 51.9K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 4.17% | $92M | 298.5K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 4.16% | $81M | 261.2K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 4.15% | $25M | 80.7K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 4.13% | $19M | 60.5K | Q2 2026 |
| FAIRFIELD, BUSH & CO.$180M AUM | 4.13% | $7M | 24.0K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 4.11% | $6M | 15.8K | Q2 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 4.08% | $1.4B | 5.79M | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 4.07% | $19M | 61.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 4.05% | $110M | 356.5K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 4.05% | $24M | 78.6K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 4.05% | $51M | 166.3K | Q1 2026OLDER |
| Monolith Management Ltd$332M AUM | 4.05% | $11M | 31.2K | Q4 2025OLDER |
| Swedbank AB$95.1B AUM | 4.05% | $3.8B | 12.44M | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 4.04% | $13M | 42.0K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 4.04% | $5M | 14.9K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 4.01% | $18M | 48.6K | Q2 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 4.01% | $46M | 150.2K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 4.01% | $913M | 2.95M | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 4.01% | $12M | 40.0K | Q1 2026OLDER |
| Silvant Capital Management LLC$2.9B AUM | 4.01% | $116M | 374.7K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 4.00% | $13M | 41.4K | Q1 2026OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 3.99% | $78M | 252.8K | Q1 2026OLDER |
| Graphene Investments SAS$149M AUM | 3.99% | $6M | 19.2K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 3.98% | $41M | 133.3K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 3.98% | $9M | 27.6K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 3.96% | $81M | 262.9K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 3.95% | $5M | 15.4K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 3.94% | $9M | 30.3K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 3.93% | $50M | 162.4K | Q1 2026OLDER |
| Windle Wealth, LLC$237M AUM | 3.93% | $9M | 30.0K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 3.92% | $26M | 84.1K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 3.91% | $14M | 44.0K | Q1 2026OLDER |
| Mirova US LLC$8.8B AUM | 3.91% | $345M | 1.11M | Q1 2026OLDER |
| Franchise GP Ltd$272M AUM | 3.91% | $11M | 34.4K | Q1 2026OLDER |
| Katamaran Capital LLP$124M AUM | 3.90% | $5M | 15.7K | Q1 2026OLDER |
| WT Asset Management Ltd$4.8B AUM | 3.90% | $98M | 283.8K | Q4 2025OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 3.87% | $742M | 2.40M | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 3.86% | $9M | 29.6K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 3.86% | $264M | 854.6K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 3.85% | $15M | 47.2K | Q1 2026OLDER |
| Broadleaf Partners, LLC$429M AUM | 3.85% | $17M | 53.3K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 3.84% | $88M | 284.8K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 3.84% | $58M | 186.8K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 3.83% | $66M | 212.4K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 3.82% | $41M | 133.5K | Q1 2026OLDER |
| RWQ Financial Management Services, Inc.$153M AUM | 3.82% | $6M | 18.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 3.82% | $7M | 22.3K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 3.81% | $7M | 22.5K | Q1 2026OLDER |
| Boit C F David$225M AUM | 3.81% | $9M | 27.8K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 3.81% | $14M | 45.6K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 3.80% | $177M | 572.1K | Q1 2026OLDER |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 3.80% | $34M | 109.2K | Q1 2026OLDER |
| Generate Investment Management Ltd$2.0B AUM | 3.80% | $77M | 248.9K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 3.79% | $8M | 25.2K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 3.77% | $5M | 15.9K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 3.77% | $307M | 991.7K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 3.75% | $52M | 168.3K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 3.74% | $498M | 1.61M | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 3.74% | $7M | 22.7K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 3.74% | $16M | 50.4K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 3.74% | $44M | 143.0K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 3.74% | $767M | 2.48M | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 3.73% | $15M | 48.7K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 3.73% | $32M | 102.8K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 3.72% | $17M | 53.6K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 3.71% | $1.4B | 4.57M | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 3.71% | $12M | 39.6K | Q1 2026OLDER |
| Bell Asset Management Ltd$340M AUM | 3.71% | $13M | 40.7K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 3.71% | $16M | 50.1K | Q1 2026OLDER |
| M37 Management LP$251M AUM | 3.70% | $9M | 30.0K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 3.70% | $11M | 28.1K | Q2 2026 |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 3.70% | $53M | 170.7K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 3.69% | $44M | 143.5K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 3.69% | $35M | 114.2K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 3.69% | $17M | 54.8K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 3.68% | $79M | 254.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 3.64% | $4M | 14.4K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 3.64% | $8M | 24.8K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 3.63% | $922M | 2.98M | Q1 2026OLDER |
| Spinecap SAS$272M AUM | 3.63% | $10M | 32.0K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 3.63% | $6M | 20.1K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 3.63% | $23M | 71.0K | Q3 2025OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 3.62% | $107M | 346.0K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 3.61% | $890M | 2.88M | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 3.60% | $70M | 184.4K | Q2 2026 |
| Temasek Holdings (Private) Ltd$30.5B AUM | 3.59% | $1.1B | 3.54M | Q1 2026OLDER |
| Meridiem Capital Partners LP$1.5B AUM | 3.59% | $56M | 170.2K | Q3 2025OLDER |
| WAYCROSS PARTNERS, LLC$1.0B AUM | 3.58% | $38M | 121.2K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 3.58% | $9M | 26.1K | Q3 2025OLDER |
| Orca Wealth Management, LLC$141M AUM | 3.57% | $5M | 16.2K | Q1 2026OLDER |
| AI-Squared Management Ltd$137M AUM | 3.57% | $3M | 8.9K | Q4 2025OLDER |
| BXM Wealth LLC$130M AUM | 3.54% | $5M | 14.9K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 3.54% | $24M | 77.5K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 3.53% | $5M | 15.3K | Q1 2026OLDER |
| Avala Global LP$2.1B AUM | 3.53% | $73M | 237.1K | Q1 2026OLDER |
| Elite Wealth Management, Inc.$308M AUM | 3.53% | $11M | 35.1K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 3.52% | $8M | 25.7K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 3.52% | $66M | 214.8K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 3.51% | $464M | 1.50M | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 3.50% | $4M | 13.2K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 3.49% | $5M | 15.5K | Q1 2026OLDER |
| Dilation Capital Management LP$199M AUM | 3.48% | $7M | 22.4K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 3.48% | $90M | 289.5K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 3.48% | $109M | 360.1K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 3.46% | $4M | 12.1K | Q1 2026OLDER |
| Steamboat Capital Partners, LLC$403M AUM | 3.46% | $14M | 45.0K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 3.46% | $34M | 109.0K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 3.46% | $7M | 17.8K | Q2 2026 |
| VectorGlobal IAG, Inc.$385M AUM | 3.46% | $13M | 43.0K | Q2 2026 |
| Clean Yield Group$355M AUM | 3.45% | $12M | 39.6K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 3.44% | $79M | 255.8K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 3.44% | $17M | 53.7K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 3.41% | $7M | 21.8K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 3.40% | $9M | 30.5K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 3.40% | $8M | 23.3K | Q4 2025OLDER |
| Darden Wealth Group Inc$196M AUM | 3.40% | $7M | 21.5K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 3.40% | $21M | 68.6K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 3.39% | $36M | 114.9K | Q1 2026OLDER |
| VMS Asset Management Limited$164M AUM | 3.39% | $9M | 25.4K | Q4 2025OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 3.38% | $71M | 228.0K | Q1 2026OLDER |
| Bosman Wealth Management, LLC$114M AUM | 3.38% | $4M | 12.4K | Q1 2026OLDER |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1.2B AUM | 3.38% | $40M | 128.7K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 3.37% | $12M | 32.7K | Q2 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 3.37% | $34M | 111.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 3.36% | $235M | 758.9K | Q1 2026OLDER |
| PIAR LLC$128M AUM | 3.36% | $4M | 13.9K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 3.36% | $41M | 131.0K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 3.35% | $6M | 18.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 3.35% | $14M | 46.6K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 3.34% | $5M | 14.9K | Q4 2025OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 3.34% | $4M | 10.3K | Q2 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 3.34% | $52M | 168.3K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 3.34% | $5M | 16.1K | Q1 2026OLDER |
| KEYSTONE INVESTORS PTE LTD$1.1B AUM | 3.33% | $29M | 87.4K | Q3 2025OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 3.32% | $234M | 754.7K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 3.30% | $15M | 40.0K | Q2 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 3.28% | $19M | 62.0K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 3.27% | $192M | 619.6K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 3.27% | $4M | 14.06M | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 3.27% | $5M | 14.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 3.26% | $50M | 161.6K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 3.26% | $8M | 24.4K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 3.26% | $12M | 37.2K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 3.25% | $11M | 36.2K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 3.24% | $245M | 908.5K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 3.23% | $90M | 289.8K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 3.23% | $9M | 30.0K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 3.23% | $5M | 16.9K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 3.23% | $8M | 26.5K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 3.22% | $37M | 119.6K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 3.22% | $94M | 271.6K | Q4 2025OLDER |
| Bolthouse Investments, LLC$111M AUM | 3.21% | $4M | 11.5K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 3.21% | $5M | 17.4K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 3.21% | $48M | 155.8K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 3.21% | $37M | 119.6K | Q1 2026OLDER |
| Albar Capital Partners LLP$618M AUM | 3.20% | $20M | 63.9K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 3.20% | $7M | 21.7K | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 3.19% | $19M | 63.0K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 3.19% | $23M | 73.8K | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 3.19% | $31M | 99.2K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 3.19% | $21M | 72.0K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 3.19% | $9M | 29.4K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 3.18% | $8M | 26.6K | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 3.18% | $27M | 118.9K | Q4 2025OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 3.18% | $222M | 756.1K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 3.18% | $11M | 35.3K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 3.18% | $26M | 85.5K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 3.17% | $10M | 32.1K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 3.17% | $294M | 947.9K | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 3.16% | $889M | 2.87M | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 3.16% | $13M | 41.3K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 3.15% | $22M | 58.6K | Q2 2026 |
| TTP Investments, Inc.$247M AUM | 3.15% | $8M | 20.6K | Q2 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 3.15% | $54M | 183.1K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 3.15% | $10M | 32.3K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 3.14% | $551M | 1.78M | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 3.14% | $5.8B | 18.74M | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 3.14% | $67M | 217.1K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 3.14% | $88M | 285.3K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 3.13% | $80M | 213.0K | Q2 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 3.13% | $53M | 172.4K | Q1 2026OLDER |
| Riverstone Advisors, LLC$203M AUM | 3.13% | $6M | 20.5K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 3.13% | $11M | 31.5K | Q4 2025OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 3.12% | $24M | 78.1K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 3.11% | $89M | 286.9K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 3.11% | $17M | 55.5K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 3.11% | $11M | 37.2K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 3.10% | $72M | 233.1K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 3.10% | $4M | 12.2K | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 3.10% | $12M | 39.6K | Q1 2026OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 3.08% | $30M | 96.7K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 3.08% | $5M | 16.2K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 3.07% | $9M | 27.5K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 3.06% | $97M | 313.6K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 3.05% | $3M | 10.3K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 3.04% | $11.2B | 36.25M | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 3.03% | $3M | 10.0K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 3.03% | $640M | 2.07M | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 3.03% | $13M | 42.8K | Q1 2026OLDER |
| KP Management LLC$409M AUM | 3.02% | $12M | 40.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 3.02% | $26M | 84.47M | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 3.02% | $24M | 76.3K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 3.02% | $15M | 39.9K | Q2 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 3.01% | $460M | 1.49M | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 3.00% | $6M | 17.8K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 3.00% | $37M | 119.3K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 2.99% | $31M | 101.6K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 2.99% | $179M | 577.2K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 2.99% | $195M | 590.0K | Q3 2025OLDER |
| Alta Park Capital, LP$642M AUM | 2.98% | $19M | 61.9K | Q1 2026OLDER |
| Zweig-DiMenna Associates LLC$722M AUM | 2.98% | $22M | 69.6K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 2.98% | $264M | 839.5K | Q1 2026OLDER |
| Fairbanks Capital Management, Inc.$160M AUM | 2.98% | $5M | 15.4K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 2.97% | $16M | 53.2K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 2.97% | $217M | 701.1K | Q1 2026OLDER |
| Hudson Canyon Capital Management$163M AUM | 2.97% | $5M | 15.7K | Q1 2026OLDER |
| ICONIQ Capital, LLC$4.5B AUM | 2.96% | $132M | 426.8K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 2.95% | $5M | 14.7K | Q1 2026OLDER |
| FERNBRIDGE CAPITAL MANAGEMENT LP$1.6B AUM | 2.95% | $46M | 148.7K | Q1 2026OLDER |
| Whale Rock Capital Management LLC$7.7B AUM | 2.95% | $228M | 737.1K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 2.95% | $31M | 99.4K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 2.94% | $6M | 17.8K | Q4 2025OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.94% | $5M | 13.8K | Q4 2025OLDER |
| BankChampaign, National Association$101M AUM | 2.93% | $3M | 8.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 2.92% | $191M | 505.8K | Q2 2026 |
| Grandview Asset Management LLC$342M AUM | 2.92% | $10M | 32.3K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 2.92% | $13M | 41.9K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 2.91% | $8M | 25.7K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 2.91% | $41M | 124.6K | Q3 2025OLDER |
| ING GROEP NV$16.4B AUM | 2.91% | $475M | 1.54M | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 2.89% | $39M | 126.7K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 2.89% | $19M | 62.0K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 2.88% | $4M | 13.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 2.88% | $405M | 1.31M | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 2.88% | $4M | 13.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 2.87% | $15.4B | 49.69M | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 2.87% | $80M | 258.5K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 2.87% | $16M | 52.6K | Q1 2026OLDER |
| Sitrin Capital Management LLC$200M AUM | 2.87% | $6M | 18.5K | Q1 2026OLDER |
| Alphinity Investment Management Pty Ltd$5.7B AUM | 2.86% | $163M | 525.8K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 2.86% | $81M | 262.4K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 2.86% | $4M | 11.7K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 2.86% | $82M | 265.1K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 2.85% | $16M | 50.1K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 2.85% | $8M | 25.5K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 2.85% | $6.0B | 19.35M | Q1 2026OLDER |
| Gunderson Capital Management LLC$239M AUM | 2.84% | $7M | 22.0K | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 2.84% | $188M | 625.6K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 2.84% | $14M | 44.8K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 2.84% | $3.0B | 10.12M | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 2.83% | $23M | 73.5K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 2.83% | $2.7B | 8.79M | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 2.83% | $18M | 57.9K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.82% | $6M | 20.4K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 2.82% | $539M | 1.74M | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 2.82% | $102M | 328.8K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.82% | $9M | 28.4K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM | 2.81% | $99M | 261.8K | Q2 2026 |
| Emprise Bank$271M AUM | 2.81% | $8M | 20.2K | Q2 2026 |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 2.81% | $43M | 138.0K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 2.80% | $12M | 31.9K | Q2 2026 |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 2.80% | $149M | 482.9K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 2.80% | $12M | 38.9K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 2.80% | $10M | 32.4K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 2.80% | $204M | 664.2K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 2.80% | $5M | 17.5K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 2.80% | $15M | 47.5K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 2.79% | $12M | 38.3K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 2.79% | $12M | 39.2K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 2.79% | $12M | 33.5K | Q4 2025OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 2.79% | $10M | 32.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 2.79% | $8.6B | 24.87M | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 2.79% | $35M | 112.4K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 2.78% | $3.4B | 10.97M | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 2.78% | $18M | 58.2K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 2.78% | $61M | 197.5K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 2.77% | $509M | 1.35M | Q2 2026 |
| Strategic Wealth Investment Group, LLC$788M AUM | 2.77% | $22M | 70.5K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 2.77% | $53M | 170.0K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 2.77% | $328M | 1.06M | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 2.76% | $523M | 1.69M | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 2.76% | $26M | 84.0K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 2.76% | $198M | 648.5K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 2.75% | $60M | 192.8K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 2.74% | $302M | 872.6K | Q2 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 2.74% | $235M | 760.3K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 2.74% | $33M | 106.1K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 2.73% | $3M | 9.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.