BACBANK AMERICA CORP
CUSIP 060505104 · Yahoo Finance ↗ · Google Finance ↗
Bank America Corp (BAC) has 3,444 institutional holders in Filings Flow’s 13F database, together reporting 5335.09M shares worth $249.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Berkshire Hathaway Inc.
Institutional Holders
3,444
Q1 2026
Reported Value
$249.9B
Ticker
BAC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DAILY JOURNAL CORP$241M AUM | 40.51% | $98M | 2.00M | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 26.80% | $57M | 2.11M | Q1 2026OLDER |
| Spectrum Financial Alliance Ltd LLC$520M AUM | 11.31% | $59M | 1.21M | Q1 2026OLDER |
| Exane Asset Management$489M AUM | 11.28% | $54M | 830.0K | Q4 2025OLDER |
| BERKSHIRE HATHAWAY INC$263.1B AUM | 9.52% | $25.0B | 513.62M | Q1 2026OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 9.12% | $139M | 2.84M | Q1 2026OLDER |
| MISHPACHA HOLDINGS CORP$123M AUM | 7.67% | $9M | 166.8K | Q4 2025OLDER |
| Theleme Partners LLP$1.5B AUM | 7.23% | $113M | 2.19M | Q3 2025OLDER |
| GoodHaven Capital Management, LLC$287M AUM | 7.19% | $21M | 423.5K | Q1 2026OLDER |
| Regal Partners Ltd$1.8B AUM | 6.97% | $128M | 2.63M | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 6.69% | $144M | 2.80M | Q3 2025OLDER |
| Caldwell Investment Management Ltd.$255M AUM | 6.49% | $17M | 350.0K | Q1 2026OLDER |
| Triveni Capital Investments LP$101M AUM | 6.32% | $8M | 154.1K | Q4 2025OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 5.98% | $83M | 1.70M | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 5.84% | $9M | 188.3K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 5.67% | $186M | 3.82M | Q1 2026OLDER |
| Bretton Capital Management, LLC$109M AUM | 5.62% | $6M | 126.0K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 5.44% | $11M | 228.4K | Q1 2026OLDER |
| Avantyr Capital Partners, LP$2.1B AUM | 5.30% | $88M | 1.61M | Q4 2025OLDER |
| Morangie Management LLC$109M AUM | 4.87% | $5M | 108.6K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 4.82% | $71M | 15.22M | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 4.71% | $8M | 165.6K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 4.64% | $14M | 286.8K | Q1 2026OLDER |
| Himalaya Capital Management LLC$3.2B AUM | 4.57% | $146M | 3.00M | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 4.53% | $6M | 113.3K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 4.47% | $8M | 161.3K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 4.44% | $18M | 360.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 4.44% | $26M | 462.0K | Q2 2026 |
| DCM Advisors, LLC$220M AUM | 4.35% | $10M | 196.0K | Q1 2026OLDER |
| PB INVESTMENT PARTNERS, L.P.$127M AUM | 4.33% | $5M | 112.7K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 4.26% | $90M | 1.85M | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 4.11% | $15M | 304.8K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 4.08% | $26M | 537.0K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 3.97% | $6M | 127.0K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 3.94% | $9M | 186.0K | Q1 2026OLDER |
| Redwood Grove Capital, LLC$310M AUM | 3.91% | $12M | 248.6K | Q1 2026OLDER |
| Aldebaran Capital, LLC$131M AUM | 3.88% | $5M | 104.2K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 3.83% | $21M | 427.7K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 3.80% | $8M | 170.9K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 3.76% | $14M | 295.8K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 3.67% | $8M | 160.9K | Q1 2026OLDER |
| Teewinot Capital Advisers, L.L.C.$1.3B AUM | 3.63% | $46M | 934.1K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 3.56% | $12M | 250.3K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 3.50% | $22M | 454.6K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 3.43% | $10M | 209.2K | Q1 2026OLDER |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 3.37% | $101M | 2.07M | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 3.36% | $8M | 160.6K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 3.32% | $150M | 2.73M | Q4 2025OLDER |
| SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM | 3.31% | $53M | 1.09M | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 3.29% | $9M | 189.5K | Q1 2026OLDER |
| GLP Holdings LLLP$111M AUM | 3.26% | $4M | 63.7K | Q2 2026 |
| MILFORD FUNDS LTD$4.8B AUM | 3.26% | $156M | 3.19M | Q1 2026OLDER |
| General Pension Society PZU Joint Stock Co$654M AUM | 3.24% | $21M | 435.1K | Q1 2026OLDER |
| Cambridge Financial Group, Inc.$267M AUM | 3.19% | $9M | 175.2K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 3.18% | $39M | 791.7K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 3.15% | $496M | 10.17M | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 3.15% | $3M | 66.1K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 3.12% | $6M | 129.0K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 3.09% | $466M | 9.56M | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 3.08% | $20M | 408.7K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 3.08% | $5M | 94.3K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 3.04% | $26M | 465.0K | Q4 2025OLDER |
| LRT Capital Management, LLC$107M AUM | 3.01% | $3M | 66.3K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 2.95% | $8M | 167.9K | Q1 2026OLDER |
| Smead Capital Management, Inc.$4.6B AUM | 2.93% | $135M | 2.76M | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 2.92% | $5M | 88.3K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 2.92% | $5M | 100.6K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 2.83% | $6M | 106.9K | Q2 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 2.83% | $55M | 1.13M | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 2.83% | $336M | 6.88M | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 2.82% | $48M | 865.0K | Q4 2025OLDER |
| Wernau Asset Management Inc.$143M AUM | 2.82% | $4M | 82.8K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.82% | $7M | 133.7K | Q1 2026OLDER |
| Socorro Asset Management LP$221M AUM | 2.81% | $6M | 127.6K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 2.81% | $76M | 1.56M | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 2.73% | $10M | 210.1K | Q1 2026OLDER |
| Bornite Capital Management LP$595M AUM | 2.68% | $28M | 500.0K | Q4 2025OLDER |
| Unison Asset Management LLC$219M AUM | 2.65% | $6M | 118.9K | Q1 2026OLDER |
| Harbor Island Capital LLC$269M AUM | 2.64% | $7M | 146.0K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 2.63% | $64M | 1.32M | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 2.63% | $5M | 96.9K | Q1 2026OLDER |
| Sanders Capital, LLC$83.9B AUM | 2.62% | $2.2B | 45.17M | Q1 2026OLDER |
| Stanley Capital Management, LLC$598M AUM | 2.62% | $16M | 321.6K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 2.62% | $4M | 91.2K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 2.61% | $4M | 78.7K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.58% | $252M | 5.16M | Q1 2026OLDER |
| BSN Capital Partners Ltd$1.8B AUM | 2.57% | $55M | 1.01M | Q1 2026OLDER |
| Prospect Hill Management, LLC$224M AUM | 2.55% | $6M | 117.5K | Q1 2026OLDER |
| Crake Asset Management LLP$2.9B AUM | 2.52% | $72M | 1.48M | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 2.51% | $18M | 369.6K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.50% | $6M | 114.5K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 2.49% | $14M | 295.7K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 2.47% | $229M | 4.66M | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 2.46% | $9M | 171.6K | Q3 2025OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 2.45% | $57M | 1.17M | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 2.44% | $9M | 185.5K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 2.40% | $12M | 249.7K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 2.35% | $2M | 45.0K | Q4 2025OLDER |
| Boit C F David$225M AUM | 2.32% | $5M | 107.2K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 2.31% | $3M | 71.2K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 2.31% | $9M | 188.4K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 2.30% | $16M | 298.8K | Q4 2025OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 2.29% | $85M | 1.76M | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 2.29% | $171M | 3.32M | Q3 2025OLDER |
| Allied Investment Advisors, LLC$697M AUM | 2.28% | $16M | 326.7K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 2.26% | $5M | 84.1K | Q2 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 2.20% | $328M | 5.97M | Q4 2025OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 2.20% | $8M | 174.0K | Q2 2026 |
| Victrix Investment Advisors$239M AUM | 2.18% | $5M | 91.3K | Q2 2026 |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 2.17% | $15M | 310.1K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 2.17% | $150M | 3.08M | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 2.16% | $27M | 551.9K | Q1 2026OLDER |
| MKP Capital Management, L.L.C.$3.0B AUM | 2.15% | $61M | 1.10M | Q4 2025OLDER |
| Employees Provident Fund Board$13.2B AUM | 2.14% | $283M | 5.80M | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 2.13% | $4M | 91.8K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 2.12% | $16M | 323.2K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 2.11% | $722M | 14.81M | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 2.11% | $3M | 54.8K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 2.06% | $5M | 110.0K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 2.05% | $110M | 2.25M | Q1 2026OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 2.05% | $6M | 123.0K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 2.04% | $14M | 286.9K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 2.03% | $5M | 108.6K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 1.99% | $11M | 185.1K | Q2 2026 |
| Piscataqua Savings Bank$148M AUM | 1.99% | $3M | 51.7K | Q2 2026 |
| Abbot Financial Management, Inc.$239M AUM | 1.98% | $5M | 97.1K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 1.97% | $5M | 92.7K | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 1.96% | $233M | 4.77M | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 1.95% | $11M | 223.2K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 1.95% | $3M | 63.8K | Q1 2026OLDER |
| First Washington CORP$353M AUM | 1.93% | $7M | 139.7K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 1.93% | $23M | 467.0K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 1.92% | $11M | 231.3K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 1.91% | $13M | 276.6K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 1.90% | $9M | 169.9K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 1.90% | $26M | 525.6K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 1.89% | $12M | 247.8K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.88% | $17M | 342.0K | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.88% | $5M | 109.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.88% | $4M | 91.0K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 1.87% | $4M | 78.7K | Q1 2026OLDER |
| AGAVE CAPITAL MANAGEMENT Ltd$622M AUM | 1.85% | $11M | 201.0K | Q4 2025OLDER |
| Junto Capital Management LP$4.7B AUM | 1.85% | $84M | 1.52M | Q4 2025OLDER |
| CALIFORNIA FIRST LEASING CORP$312M AUM | 1.84% | $6M | 117.5K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 1.83% | $3M | 58.9K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.83% | $8M | 161.6K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 1.82% | $85M | 1.74M | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 1.81% | $31M | 630.2K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 1.81% | $147M | 3.02M | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 1.81% | $37M | 760.0K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 1.81% | $12M | 247.9K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 1.81% | $5M | 98.8K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 1.79% | $547M | 11.23M | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 1.79% | $3M | 58.6K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 1.78% | $3M | 46.0K | Q4 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 1.77% | $3M | 64.1K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.76% | $7M | 128.2K | Q3 2025OLDER |
| Brookmont Capital Management$179M AUM | 1.74% | $3M | 63.8K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 1.74% | $5M | 106.9K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.73% | $135M | 2.76M | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.72% | $85M | 1.75M | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 1.71% | $74M | 1.52M | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 1.71% | $280M | 5.74M | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.70% | $11M | 223.0K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 1.70% | $11M | 233.7K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.70% | $3M | 67.1K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 1.66% | $48M | 975.1K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 1.66% | $2M | 32.7K | Q3 2025OLDER |
| Hosking Partners LLP$2.8B AUM | 1.65% | $46M | 947.7K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 1.65% | $21M | 423.7K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 1.65% | $19M | 383.7K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 1.63% | $80M | 1.65M | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.62% | $6M | 128.9K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 1.62% | $55M | 1.13M | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 1.62% | $4M | 85.7K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 1.61% | $25M | 504.8K | Q1 2026OLDER |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 1.61% | $63M | 1.30M | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 1.60% | $45M | 932.8K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.60% | $4M | 75.6K | Q1 2026OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 1.60% | $6M | 121.2K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 1.59% | $13M | 268.1K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.59% | $10M | 199.2K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.58% | $3M | 55.4K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 1.58% | $2M | 45.2K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.58% | $223M | 4.57M | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 1.57% | $7M | 134.4K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 1.57% | $251M | 5.15M | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 1.57% | $5M | 96.8K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 1.56% | $282M | 5.79M | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 1.56% | $104M | 2.14M | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.56% | $242M | 4.97M | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.56% | $5M | 91.4K | Q4 2025OLDER |
| Sheets Smith Investment Management$154M AUM | 1.55% | $2M | 46.4K | Q3 2025OLDER |
| DCF Advisers, LLC$375M AUM | 1.55% | $6M | 119.5K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 1.55% | $358M | 7.34M | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 1.54% | $72M | 1.47M | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.54% | $10M | 198.3K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 1.53% | $10M | 197.6K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 1.53% | $2M | 45.4K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 1.53% | $4M | 83.2K | Q1 2026OLDER |
| Hudson Canyon Capital Management$163M AUM | 1.53% | $2M | 51.2K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 1.52% | $5M | 94.0K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 1.52% | $4M | 89.6K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 1.51% | $15M | 299.8K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 1.51% | $12M | 239.0K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 1.49% | $53M | 1.08M | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.49% | $5M | 94.3K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 1.49% | $18M | 372.1K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 1.48% | $2M | 32.0K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 1.48% | $6M | 118.9K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 1.48% | $4M | 64.0K | Q2 2026 |
| River Wealth Advisors LLC$871M AUM | 1.48% | $13M | 263.9K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 1.47% | $13M | 265.1K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 1.47% | $13M | 273.6K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.47% | $2M | 34.2K | Q1 2026OLDER |
| Hardman Johnston Global Advisors LLC$2.1B AUM | 1.46% | $31M | 558.0K | Q4 2025OLDER |
| BCV Asset Management Inc.$2.9B AUM | 1.46% | $42M | 871.9K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 1.45% | $32M | 661.6K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 1.45% | $17M | 343.2K | Q1 2026OLDER |
| ALLEN HOLDING INC /NY$1.0B AUM | 1.45% | $15M | 300.0K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 1.44% | $19M | 394.1K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.44% | $5M | 100.1K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 1.44% | $10M | 168.8K | Q2 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 1.43% | $1.6B | 33.07M | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 1.43% | $3M | 56.6K | Q1 2026OLDER |
| AMERICAN ASSETS INC$298M AUM | 1.43% | $4M | 87.5K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.42% | $172M | 3.52M | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 1.42% | $5M | 92.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.42% | $3M | 58.9K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 1.42% | $7M | 153.0K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 1.41% | $18M | 365.3K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 1.41% | $6M | 128.9K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.41% | $20M | 406.3K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.41% | $6M | 128.2K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 1.41% | $2M | 51.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 1.41% | $29M | 557.3K | Q3 2025OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.41% | $5M | 92.8K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.40% | $5M | 94.4K | Q1 2026OLDER |
| AGP FRANKLIN, LLC$200M AUM | 1.39% | $3M | 57.2K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 1.39% | $10M | 205.3K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.39% | $79M | 1.63M | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 1.38% | $51M | 1.04M | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 1.37% | $4M | 71.4K | Q2 2026 |
| DDD Partners, LLC$1.5B AUM | 1.37% | $20M | 407.8K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 1.36% | $2M | 40.0K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.36% | $41M | 803.4K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 1.34% | $10M | 215.1K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.34% | $4M | 88.9K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.34% | $12M | 241.1K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 1.34% | $2M | 31.6K | Q2 2026 |
| Brick & Kyle, Associates$303M AUM | 1.33% | $4M | 82.8K | Q2 2026 |
| Adams Asset Advisors, LLC$891M AUM | 1.33% | $12M | 243.5K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 1.33% | $203M | 4.17M | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 1.33% | $87M | 1.52M | Q2 2026 |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.32% | $7M | 144.6K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 1.32% | $11M | 224.1K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 1.32% | $4M | 83.4K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 1.30% | $2M | 48.8K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 1.30% | $16M | 336.2K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.29% | $4M | 80.4K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 1.29% | $3M | 64.8K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 1.29% | $2M | 39.0K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 1.28% | $2M | 47.3K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 1.28% | $8M | 167.9K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 1.28% | $29M | 585.3K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 1.27% | $7M | 152.2K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 1.26% | $1M | 28.0K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 1.26% | $15M | 306.1K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 1.26% | $29M | 587.1K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.26% | $2M | 33.7K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 1.25% | $21M | 418.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.25% | $4M | 72.2K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 1.25% | $3M | 55.1K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.25% | $2M | 44.1K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 1.24% | $2M | 34.7K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.23% | $8M | 168.9K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 1.23% | $3M | 63.1K | Q4 2025OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 1.23% | $33M | 682.5K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 1.23% | $922M | 18.91M | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 1.22% | $6M | 101.8K | Q2 2026 |
| Wallington Asset Management, LLC$752M AUM | 1.22% | $9M | 188.5K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 1.22% | $6M | 123.5K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 1.22% | $7M | 149.9K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.21% | $2M | 34.9K | Q1 2026OLDER |
| CV Advisors LLC$366M AUM | 1.21% | $4M | 91.0K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 1.21% | $2M | 35.0K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 1.21% | $3M | 58.8K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 1.20% | $21M | 436.5K | Q1 2026OLDER |
| HARVEY CAPITAL MANAGEMENT INC$439M AUM | 1.19% | $5M | 107.5K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.19% | $2M | 29.2K | Q2 2026 |
| Wynn Capital, LLC$224M AUM | 1.18% | $3M | 46.4K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 1.18% | $96M | 1.96M | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 1.17% | $3M | 55.1K | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 1.17% | $2M | 41.2K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 1.17% | $1M | 29.1K | Q1 2026OLDER |
| Chou Associates Management Inc.$210M AUM | 1.16% | $2M | 50.0K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 1.15% | $6M | 114.0K | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 1.15% | $7M | 144.1K | Q1 2026OLDER |
| PointState Capital LP$7.9B AUM | 1.15% | $78M | 1.42M | Q4 2025OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.15% | $6M | 122.0K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 1.14% | $10M | 202.1K | Q3 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 1.14% | $21M | 383.3K | Q4 2025OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.14% | $5M | 93.3K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 1.13% | $109M | 2.23M | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 1.13% | $34M | 662.2K | Q3 2025OLDER |
| ICON ADVISERS INC/CO$433M AUM | 1.12% | $5M | 99.4K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 1.12% | $8M | 150.4K | Q3 2025OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 1.11% | $3M | 56.1K | Q3 2025OLDER |
| DLD Asset Management, LP$1.1B AUM | 1.11% | $12M | 250.0K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.11% | $2M | 34.7K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 1.10% | $15M | 298.0K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 1.10% | $11M | 220.0K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 1.10% | $29M | 598.5K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 1.10% | $2M | 31.5K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 1.10% | $2M | 42.4K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 1.09% | $1M | 24.2K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 1.09% | $348M | 7.20M | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 1.09% | $9M | 190.2K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 1.08% | $35M | 705.3K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 1.08% | $141M | 2.88M | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 1.08% | $3M | 71.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 1.08% | $10M | 196.8K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 1.08% | $66M | 1.36M | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 1.08% | $12M | 251.4K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 1.07% | $14M | 288.2K | Q1 2026OLDER |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 1.07% | $2M | 42.5K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 1.07% | $4M | 73.2K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 1.07% | $353M | 6.84M | Q3 2025OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 1.07% | $12M | 254.3K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.06% | $5M | 109.7K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 1.06% | $10M | 200.4K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 1.06% | $11M | 208.9K | Q1 2026OLDER |
| Stieven Capital Advisors, L.P.$468M AUM | 1.06% | $5M | 101.3K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 1.06% | $1M | 26.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 1.05% | $2.5B | 50.64M | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 1.05% | $201M | 4.12M | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.05% | $8M | 168.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 1.04% | $6M | 131.4K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 1.04% | $2M | 32.7K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.04% | $2M | 32.9K | Q4 2025OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 1.04% | $2M | 32.9K | Q4 2025OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.04% | $6M | 123.9K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 1.04% | $2M | 47.3K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 1.04% | $9M | 189.4K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.04% | $43M | 770.8K | Q4 2025OLDER |
| Palogic Value Management, L.P.$237M AUM | 1.03% | $2M | 50.2K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 1.03% | $69M | 1.42M | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 1.03% | $44M | 860.7K | Q3 2025OLDER |
| COOKE & BIELER LP$8.8B AUM | 1.03% | $91M | 1.87M | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 1.03% | $79M | 1.62M | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.03% | $3M | 51.8K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 1.02% | $2M | 36.8K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.02% | $2M | 50.6K | Q4 2025OLDER |
| Longbow Finance SA$552M AUM | 1.02% | $6M | 109.5K | Q4 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 1.02% | $10M | 200.0K | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 1.02% | $38M | 744.2K | Q3 2025OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 1.02% | $313M | 6.42M | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 1.01% | $10M | 212.3K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 1.01% | $2M | 34.3K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 1.01% | $208M | 4.27M | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 1.01% | $21M | 440.7K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 1.01% | $4M | 72.3K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 1.00% | $1M | 23.0K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 1.00% | $1M | 26.8K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 1.00% | $3M | 69.6K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.00% | $13M | 223.9K | Q2 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.00% | $28M | 566.0K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.00% | $1M | 25.9K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.00% | $2M | 41.9K | Q3 2025OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.00% | $2M | 38.3K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.99% | $2M | 40.3K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.98% | $11M | 219.8K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.98% | $12M | 253.2K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.98% | $4M | 85.3K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.97% | $2M | 51.0K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.97% | $36M | 728.5K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.97% | $4M | 83.6K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.96% | $7M | 141.5K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.96% | $13M | 268.9K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.96% | $7.0B | 144.29M | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.96% | $15M | 279.2K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.96% | $21M | 428.6K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.95% | $4M | 82.2K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.95% | $4M | 87.5K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 0.95% | $2M | 49.9K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 0.95% | $195M | 4.00M | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.95% | $2.8B | 57.35M | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.95% | $3M | 65.6K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.95% | $1M | 25.5K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.93% | $4M | 85.2K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.93% | $13M | 266.5K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.92% | $575M | 11.80M | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.92% | $6M | 109.8K | Q2 2026 |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.92% | $64M | 1.31M | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.92% | $34M | 692.0K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.92% | $2M | 30.3K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.91% | $6M | 103.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.91% | $66M | 1.35M | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.91% | $35M | 620.0K | Q2 2026 |
| Sompo Asset Management Co., Ltd.$545M AUM | 0.91% | $5M | 101.9K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.91% | $2M | 42.1K | Q2 2026 |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.91% | $82M | 1.67M | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.91% | $1M | 22.0K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.90% | $2M | 44.5K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.90% | $6M | 127.7K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.89% | $12M | 240.3K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.89% | $2M | 32.8K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.89% | $541M | 11.09M | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.89% | $3M | 68.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.88% | $4M | 77.0K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.88% | $2M | 50.5K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.88% | $24M | 431.0K | Q4 2025OLDER |
| Family Legacy, Inc.$333M AUM | 0.88% | $3M | 60.2K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.88% | $5M | 110.5K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.88% | $2M | 44.2K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.88% | $2M | 38.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.88% | $109M | 2.24M | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.87% | $3.6B | 73.07M | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.87% | $1M | 1.1K | Q3 2025OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.87% | $3M | 59.2K | Q2 2026 |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.86% | $4M | 88.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.86% | $2M | 42.8K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.86% | $1M | 24.3K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.86% | $44M | 904.1K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.86% | $5M | 110.0K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.86% | $8M | 165.0K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.86% | $2M | 44.2K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.85% | $2M | 47.4K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.85% | $2M | 43.0K | Q1 2026OLDER |
| Potomac Capital Management, Inc.$115M AUM | 0.85% | $975,000 | 20.0K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.85% | $238M | 4.88M | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.85% | $2M | 34.6K | Q1 2026OLDER |
| Boundless Plain Holdings Ltd$304M AUM | 0.84% | $3M | 52.6K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.84% | $3M | 46.7K | Q4 2025OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.84% | $1M | 21.2K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.84% | $2M | 44.5K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.84% | $5M | 93.3K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.84% | $1M | 22.8K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 0.84% | $9M | 179.1K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.83% | $14M | 251.4K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.83% | $24M | 486.2K | Q1 2026OLDER |
| Hestia Capital Management, LLC$111M AUM | 0.83% | $926,250 | 19.0K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.83% | $935,000 | 17.0K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.83% | $63M | 1.11M | Q2 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.83% | $4M | 77.3K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 0.83% | $25M | 512.5K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.83% | $130M | 2.67M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.82% | $33M | 668.4K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.82% | $11M | 201.4K | Q2 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 0.82% | $2M | 45.2K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.82% | $3M | 62.5K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.81% | $19M | 386.8K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.81% | $2M | 36.3K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.81% | $1M | 24.1K | Q1 2026OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.81% | $14M | 281.5K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.81% | $2M | 33.1K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.81% | $1M | 27.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.81% | $78M | 3.66M | Q2 2026 |
| American Capital Advisory, LLC$248M AUM | 0.81% | $2M | 41.0K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.80% | $2M | 30.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.80% | $38M | 775.6K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.80% | $4M | 74.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.80% | $936,329 | 19.2K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.80% | $1M | 22.7K | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.80% | $1M | 23.9K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.80% | $3M | 69.9K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.80% | $2M | 45.4K | Q1 2026OLDER |
| Torrey Growth & Income Advisors$239M AUM | 0.80% | $2M | 39.7K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.80% | $4M | 77.5K | Q3 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.79% | $10M | 201.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.79% | $1.2B | 25.40M | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.79% | $12M | 247.2K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.79% | $210M | 4.30M | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.78% | $1M | 20.9K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.78% | $7M | 143.6K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.78% | $4M | 77.3K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.78% | $1M | 23.9K | Q2 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.78% | $2M | 40.2K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.77% | $3M | 64.4K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.77% | $33M | 683.6K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.77% | $2M | 43.2K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.77% | $8M | 166.6K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.77% | $11M | 235.4K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.77% | $1M | 24.3K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.77% | $6M | 124.6K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 0.77% | $48M | 975.4K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.77% | $3M | 69.6K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.77% | $2M | 49.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.76% | $33M | 676.6K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.76% | $1M | 20.0K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.76% | $3M | 53.6K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.76% | $3M | 59.4K | Q2 2026 |
| Asio Capital, LLC$712M AUM | 0.76% | $5M | 110.4K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.75% | $3M | 61.9K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.75% | $12M | 246.0K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 0.75% | $2M | 40.0K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.75% | $2M | 49.1K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.75% | $1M | 26.0K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.75% | $2M | 37.3K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 0.75% | $2M | 131.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.