BDXBECTON DICKINSON & CO
CUSIP 075887109 · Yahoo Finance ↗ · Google Finance ↗
Becton Dickinson & Co (BDX) has 1,456 institutional holders in Filings Flow’s 13F database, together reporting 3.10M shares worth $463M as of Q2 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,456
Q2 2026
Reported Value
$39.0B
Ticker
BDX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Longaeva Partners L.P.$2.7B AUM | 18.42% | $220M | 1.13M | Q4 2025OLDER |
| Defilade Capital Management, L.P.$712M AUM | 6.16% | $44M | 279.2K | Q2 2026 |
| Soapstone Management L.P.$140M AUM | 5.46% | $8M | 48.8K | Q1 2026OLDER |
| Veritas Asset Management LLP$5.9B AUM | 5.39% | $318M | 2.02M | Q1 2026OLDER |
| First Pacific Advisors, LP$7.1B AUM | 4.36% | $311M | 1.98M | Q1 2026OLDER |
| Longview Partners (Guernsey) LTD$7.1B AUM | 4.32% | $305M | 1.94M | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 3.91% | $48M | 247.3K | Q4 2025OLDER |
| LONE PEAK GLOBAL INVESTORS LLC$600M AUM | 3.85% | $23M | 147.1K | Q1 2026OLDER |
| Ravenstone Capital Management Inc.$200M AUM | 3.73% | $7M | 47.5K | Q2 2026 |
| HAHN CAPITAL MANAGEMENT LLC$159M AUM | 3.68% | $6M | 37.3K | Q1 2026OLDER |
| BERNZOTT CAPITAL ADVISORS$209M AUM | 3.48% | $7M | 46.1K | Q1 2026OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 3.47% | $24M | 154.0K | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 3.40% | $14M | 88.3K | Q1 2026OLDER |
| Southpoint Capital Advisors LP$4.9B AUM | 3.24% | $157M | 1.00M | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 3.18% | $1.9B | 11.93M | Q1 2026OLDER |
| Park West Asset Management LLC$1.2B AUM | 3.07% | $36M | 230.0K | Q1 2026OLDER |
| SECTOR GAMMA AS$423M AUM | 3.07% | $13M | 82.6K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 2.75% | $61M | 325.0K | Q3 2025OLDER |
| Luxor Capital Group, LP$1.4B AUM | 2.71% | $39M | 247.2K | Q1 2026OLDER |
| CALEDONIA INVESTMENTS PLC$856M AUM | 2.69% | $27M | 146.1K | Q3 2025OLDER |
| AMI ASSET MANAGEMENT CORP$1.6B AUM | 2.65% | $41M | 263.9K | Q1 2026OLDER |
| Pacific Capital Partners Ltd$101M AUM | 2.57% | $3M | 16.6K | Q1 2026OLDER |
| GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM | 2.46% | $371M | 1.98M | Q3 2025OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 2.45% | $18M | 113.3K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 2.42% | $195M | 1.24M | Q1 2026OLDER |
| PRENTISS SMITH & CO INC$172M AUM | 2.36% | $4M | 22.4K | Q3 2025OLDER |
| NUANCE INVESTMENTS, LLC$717M AUM | 2.34% | $17M | 106.8K | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 2.32% | $10M | 64.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 2.32% | $5M | 31.8K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 2.26% | $5M | 31.7K | Q2 2026 |
| Starboard Value LP$4.6B AUM | 2.19% | $100M | 636.5K | Q1 2026OLDER |
| Findlay Park Partners LLP$7.2B AUM | 2.16% | $155M | 983.5K | Q1 2026OLDER |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 2.06% | $25M | 158.3K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 2.04% | $181M | 1.15M | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 1.97% | $3M | 16.5K | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 1.92% | $9M | 58.0K | Q1 2026OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 1.85% | $38M | 240.5K | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 1.85% | $35M | 225.0K | Q1 2026OLDER |
| WAYCROSS PARTNERS, LLC$1.0B AUM | 1.76% | $18M | 117.0K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 1.75% | $7M | 47.3K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 1.73% | $101M | 645.3K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 1.72% | $4M | 19.8K | Q3 2025OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 1.71% | $23M | 143.7K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 1.70% | $19M | 118.8K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 1.69% | $2M | 16.2K | Q2 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.69% | $238M | 1.52M | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 1.64% | $26M | 170.5K | Q2 2026 |
| Running Oak Capital LLC$741M AUM | 1.64% | $12M | 77.3K | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 1.59% | $4M | 28.4K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 1.59% | $8M | 48.7K | Q1 2026OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 1.57% | $21M | 131.1K | Q1 2026OLDER |
| STONE RUN CAPITAL, LLC$254M AUM | 1.56% | $4M | 21.1K | Q3 2025OLDER |
| Hillman Capital Management, Inc.$144M AUM | 1.55% | $2M | 14.2K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 1.54% | $4M | 24.8K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 1.51% | $26M | 166.2K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 1.51% | $7M | 46.3K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 1.50% | $7M | 47.3K | Q1 2026OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 1.48% | $90M | 571.8K | Q1 2026OLDER |
| HFR Wealth Management, LLC$407M AUM | 1.47% | $6M | 34.3K | Q3 2025OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.45% | $6M | 38.0K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 1.37% | $27M | 180.3K | Q2 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.35% | $4M | 28.1K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 1.34% | $4M | 23.7K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 1.32% | $11M | 71.0K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 1.30% | $7M | 44.2K | Q1 2026OLDER |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 1.26% | $8M | 40.6K | Q4 2025OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.26% | $3M | 20.2K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 1.25% | $2M | 13.3K | Q2 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 1.22% | $15M | 96.0K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 1.20% | $5M | 26.8K | Q4 2025OLDER |
| James Hambro & Partners LLP$2.6B AUM | 1.19% | $30M | 193.7K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.18% | $115M | 729.2K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.16% | $7M | 35.6K | Q4 2025OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 1.16% | $2M | 14.4K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.12% | $87M | 554.0K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 1.12% | $1M | 6.1K | Q3 2025OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 1.08% | $6M | 46.2K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 1.07% | $2M | 10.0K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 1.06% | $16M | 80.5K | Q4 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 1.05% | $2M | 9.69M | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.03% | $7M | 44.7K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 1.01% | $3M | 16.3K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.99% | $4M | 24.8K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.96% | $175M | 935.1K | Q3 2025OLDER |
| First Nebraska Trust Co$591M AUM | 0.94% | $6M | 21.3K | Q2 2026 |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.93% | $18M | 116.3K | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 0.93% | $18M | 92.6K | Q4 2025OLDER |
| MILFORD FUNDS LTD$4.8B AUM | 0.92% | $44M | 279.5K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.90% | $2M | 11.4K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.87% | $1M | 7.5K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.87% | $1M | 9.5K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.85% | $154M | 981.9K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.84% | $9M | 55.4K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 0.83% | $1M | 5.8K | Q4 2025OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 0.83% | $4M | 26.8K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 0.82% | $6M | 35.0K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.82% | $2M | 13.5K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.82% | $966,178 | 6.1K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.80% | $4M | 24.5K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.78% | $7M | 41.7K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.76% | $3M | 17.8K | Q2 2026 |
| HALL LAURIE J TRUSTEE$322M AUM | 0.76% | $2M | 12.4K | Q3 2025OLDER |
| LBP AM SA$7.3B AUM | 0.76% | $61M | 328.1K | Q3 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.76% | $10M | 66.8K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.75% | $2.2B | 9.10M | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.74% | $65M | 416.1K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.74% | $11M | 66.9K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.74% | $940,868 | 6.0K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.73% | $6M | 36.7K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.72% | $5M | 29.8K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.72% | $139M | 883.1K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.72% | $8M | 51.8K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 0.71% | $9M | 45.4K | Q3 2025OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.71% | $954,543 | 6.1K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.71% | $26M | 167.4K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.69% | $33M | 209.8K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.68% | $5M | 25.3K | Q4 2025OLDER |
| Cardinal Capital Management$776M AUM | 0.68% | $5M | 33.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.67% | $173M | 924.6K | Q3 2025OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.67% | $7M | 42.2K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.66% | $6M | 40.6K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.65% | $7M | 41.4K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.64% | $822,439 | 3.4K | Q4 2025OLDER |
| MWA Asset Management$183M AUM | 0.64% | $1M | 7.5K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.64% | $739,343 | 5.0K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.64% | $10M | 53.8K | Q4 2025OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.63% | $3M | 19.5K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.63% | $4M | 24.2K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.62% | $5M | 33.9K | Q2 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.61% | $1M | 6.7K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.61% | $2M | 12.3K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.59% | $49M | 313.1K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.58% | $4M | 27.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.58% | $2M | 12.4K | Q2 2026 |
| Generate Investment Management Ltd$2.0B AUM | 0.58% | $13M | 65.0K | Q4 2025OLDER |
| M. Kraus & Co$343M AUM | 0.57% | $2M | 12.4K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.57% | $651M | 4.14M | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.57% | $6M | 37.3K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.56% | $2M | 14.4K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.56% | $2M | 13.2K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.56% | $1M | 7.5K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 0.56% | $3M | 20.7K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.56% | $2M | 9.8K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.55% | $870,428 | 3.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.55% | $100M | 641.0K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.54% | $801,087 | 5.1K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.54% | $17M | 109.1K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.53% | $1M | 7.1K | Q2 2026 |
| FARMERS TRUST CO$637M AUM | 0.53% | $3M | 21.3K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.52% | $721,642 | 4.6K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.51% | $4M | 26.0K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.50% | $3M | 20.8K | Q2 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.50% | $3M | 19.3K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.50% | $9M | 56.3K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.50% | $1M | 6.5K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.50% | $1M | 6.5K | Q4 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.50% | $17M | 91.6K | Q3 2025OLDER |
| Humankind Investments LLC$175M AUM | 0.50% | $2M | 11.6K | Q3 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.49% | $845,426 | 5.4K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.49% | $2M | 11.3K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 0.49% | $935,833 | 6.0K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.49% | $677,032 | 4.3K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.49% | $3M | 18.0K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 0.48% | $6M | 36.4K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.48% | $615,241 | 3.9K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.48% | $1M | 8.7K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.48% | $46M | 199.6K | Q2 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.47% | $3M | 16.5K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 0.47% | $349M | 2.22M | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.46% | $1M | 7.3K | Q2 2026 |
| Bellevue Group AG$4.2B AUM | 0.46% | $19M | 121.9K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.45% | $1M | 9.4K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.45% | $508,327 | 3.2K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.45% | $619,958 | 3.9K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.44% | $7M | 36.2K | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.43% | $3M | 19.2K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.43% | $1M | 6.5K | Q2 2026 |
| Taproot Management LP$530M AUM | 0.43% | $2M | 14.3K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.42% | $3M | 17.1K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.42% | $1M | 6.9K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.42% | $3M | 18.8K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.41% | $4M | 27.5K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 0.40% | $9M | 57.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.40% | $546,475 | 3.5K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.40% | $3M | 17.8K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 0.40% | $3M | 18.2K | Q1 2026OLDER |
| Hardman Johnston Global Advisors LLC$2.1B AUM | 0.40% | $8M | 53.5K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.40% | $3M | 13.5K | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.40% | $4M | 23.0K | Q1 2026OLDER |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM | 0.39% | $2M | 15.6K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.39% | $4M | 27.8K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.38% | $475,964 | 2.5K | Q4 2025OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.37% | $686,623 | 4.4K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.37% | $2M | 10.0K | Q4 2025OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 0.36% | $56M | 355.2K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.36% | $1M | 8.3K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 0.36% | $967,751 | 6.2K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.36% | $485,723 | 3.1K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.36% | $712,724 | 4.5K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.35% | $1M | 6.0K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.35% | $376M | 2.44M | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.35% | $7M | 45.8K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 0.34% | $3M | 18.6K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.34% | $4M | 25.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.34% | $6M | 38.2K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 0.34% | $738,981 | 4.7K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.33% | $42M | 265.4K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.33% | $5M | 32.5K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.33% | $2M | 12.2K | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.32% | $11M | 56.0K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.32% | $4M | 19.3K | Q3 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.32% | $38M | 242.7K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.31% | $7M | 38.6K | Q4 2025OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.31% | $387,100 | 2.5K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.31% | $1M | 6.7K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.31% | $492,395 | 3.1K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.31% | $1M | 9.3K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.31% | $2M | 10.8K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.31% | $2M | 11.4K | Q2 2026 |
| Barbara Oil Co.$259M AUM | 0.30% | $786,150 | 5.0K | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 0.30% | $304,240 | 1.9K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.30% | $9M | 55.7K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.29% | $12M | 77.6K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.29% | $2M | 11.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.28% | $851,850 | 3.3K | Q3 2025OLDER |
| United Bank$301M AUM | 0.28% | $852,029 | 5.4K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.28% | $693,699 | 4.4K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.28% | $5M | 30.9K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.28% | $536M | 3.41M | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.27% | $1M | 6.5K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.27% | $716,183 | 4.6K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.27% | $1M | 7.1K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 0.27% | $1M | 9.3K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.27% | $429,323 | 2.8K | Q2 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 0.27% | $312,379 | 2.0K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.27% | $335,687 | 2.1K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.27% | $37M | 238.0K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.26% | $9M | 55.3K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.26% | $1M | 6.4K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.26% | $1M | 7.3K | Q3 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.26% | $4M | 23.5K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.25% | $804,610 | 5.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.25% | $250M | 1.59M | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.25% | $30M | 191.6K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.25% | $7M | 47.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.24% | $1.6B | 10.17M | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.24% | $913,436 | 5.9K | Q4 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.24% | $164M | 1.04M | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.24% | $2M | 13.6K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.24% | $967,436 | 6.2K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.24% | $5M | 30.7K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.24% | $2M | 15.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.24% | $92M | 584.1K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.24% | $707,849 | 4.5K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.23% | $504,708 | 3.2K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.23% | $609,266 | 3.9K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.23% | $1M | 6.6K | Q3 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.23% | $687,410 | 4.4K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.23% | $374,340 | 2.0K | Q3 2025OLDER |
| Nautilus Advisors LLC$146M AUM | 0.23% | $332,504 | 2.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.23% | $1M | 6.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.22% | $996,161 | 5.1K | Q4 2025OLDER |
| Covea Finance$2.9B AUM | 0.22% | $6M | 40.8K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.22% | $8M | 48.5K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.22% | $376,496 | 1.9K | Q4 2025OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.22% | $543,183 | 3.5K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.22% | $263,894 | 1.7K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.22% | $305,341 | 1.9K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.22% | $1M | 5.2K | Q4 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.22% | $901,058 | 5.7K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.22% | $2M | 12.0K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.22% | $1M | 5.7K | Q4 2025OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.22% | $2M | 11.0K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.21% | $247,323 | 1.6K | Q2 2026 |
| Argent Advisors, Inc.$366M AUM | 0.21% | $783,949 | 5.0K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.21% | $595,103 | 3.8K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.21% | $29M | 187.3K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.21% | $14M | 89.9K | Q2 2026 |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.21% | $345,280 | 2.3K | Q2 2026 |
| STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM | 0.21% | $12M | 62.6K | Q4 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.21% | $276,995 | 1.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.21% | $843M | 5.36M | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 0.21% | $311,870 | 1.6K | Q4 2025OLDER |
| Arnhold LLC$1.4B AUM | 0.21% | $3M | 17.8K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.21% | $416,974 | 2.7K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.20% | $727,503 | 4.6K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 0.20% | $232,963 | 1.5K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.20% | $7M | 41.4K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.20% | $863,508 | 5.5K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.20% | $333,224 | 2.1K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.20% | $227,372 | 1.2K | Q4 2025OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.20% | $222,166 | 1.4K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.20% | $345,445 | 1.8K | Q4 2025OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.20% | $741,182 | 4.7K | Q1 2026OLDER |
| Kintayl Capital LP$192M AUM | 0.20% | $380,654 | 2.4K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.20% | $721,686 | 4.6K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.20% | $246,299 | 1.6K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.20% | $201,412 | 1.3K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.20% | $13M | 83.8K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.19% | $1.0B | 6.62M | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.19% | $207,655 | 1.1K | Q4 2025OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.19% | $233,854 | 1.2K | Q4 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.19% | $220,464 | 1.1K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.19% | $440,716 | 2.8K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.19% | $3M | 19.4K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 0.19% | $494,488 | 3.1K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.19% | $517,469 | 2.7K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.19% | $216M | 1.37M | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.18% | $2M | 12.3K | Q3 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.18% | $402,592 | 2.5K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.18% | $12M | 77.3K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.18% | $248,021 | 1.3K | Q4 2025OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.18% | $207,267 | 1.1K | Q4 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.18% | $8M | 40.2K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.18% | $45M | 288.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.18% | $745,113 | 4.7K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.18% | $201,254 | 1.3K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.18% | $215,557 | 1.4K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.18% | $439,930 | 2.8K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.18% | $1M | 6.1K | Q4 2025OLDER |
| Baker Chad R$530M AUM | 0.17% | $1M | 5.4K | Q3 2025OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.17% | $264,461 | 1.7K | Q1 2026OLDER |
| WESTPORT ASSET MANAGEMENT INC$226M AUM | 0.17% | $393,075 | 2.5K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.17% | $352,352 | 2.2K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.17% | $11M | 69.8K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 0.17% | $283,148 | 1.5K | Q4 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.17% | $1M | 8.1K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 0.17% | $732,692 | 4.7K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.17% | $301,121 | 1.6K | Q3 2025OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 0.17% | $2M | 12.7K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.17% | $403,295 | 2.6K | Q2 2026 |
| First City Capital Management, Inc.$189M AUM | 0.17% | $313,968 | 2.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.17% | $149M | 949.5K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.16% | $350,529 | 2.2K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.16% | $501,508 | 3.3K | Q2 2026 |
| Schrum Private Wealth Management LLC$131M AUM | 0.16% | $220,110 | 1.1K | Q4 2025OLDER |
| LCNB CORP$297M AUM | 0.16% | $483,011 | 3.1K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.16% | $3M | 19.9K | Q2 2026 |
| Tejara Capital Ltd$303M AUM | 0.16% | $487,413 | 3.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.16% | $994,952 | 6.3K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.16% | $213,374 | 1.4K | Q1 2026OLDER |
| COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM | 0.16% | $7M | 45.8K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.16% | $548,104 | 3.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.15% | $2M | 10.1K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.15% | $175,626 | 1.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.15% | $13M | 83.9K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.15% | $594,273 | 3.9K | Q2 2026 |
| Ariston Services Group$167M AUM | 0.15% | $247,323 | 0 | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.14% | $147,639 | 939 | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.14% | $1M | 9.3K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.14% | $490,310 | 3.2K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.14% | $419,490 | 2.7K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.14% | $370,591 | 2.4K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 0.14% | $269,017 | 1.8K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.14% | $5M | 31.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.14% | $8M | 50.3K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.14% | $388,696 | 2.2K | Q3 2025OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.14% | $3M | 21.7K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.14% | $215,040 | 1.1K | Q4 2025OLDER |
| Compass Wealth Management LLC$405M AUM | 0.14% | $607,554 | 3.2K | Q3 2025OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.13% | $210,387 | 1.3K | Q1 2026OLDER |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.13% | $3M | 16.8K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.13% | $208,802 | 1.3K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.13% | $35M | 225.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.13% | $5M | 30.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.13% | $2M | 15.1K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.13% | $248,109 | 1.6K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.13% | $617,914 | 3.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.13% | $94M | 598.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.13% | $13M | 83.8K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.13% | $874,199 | 5.6K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.13% | $738,981 | 4.7K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.13% | $2M | 8.4K | Q4 2025OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.13% | $562,097 | 3.6K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.13% | $509,209 | 3.4K | Q2 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.13% | $566,818 | 3.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.13% | $2M | 10.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.13% | $2.4B | 15.32M | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.13% | $1M | 7.1K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.13% | $559,197 | 3.6K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.12% | $339,044 | 1.7K | Q4 2025OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.12% | $14M | 70.7K | Q2 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 0.12% | $230,027 | 1.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.12% | $590,771 | 3.8K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.12% | $2M | 11.5K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.12% | $169,808 | 1.1K | Q1 2026OLDER |
| COERENTE CAPITAL MANAGEMENT$537M AUM | 0.12% | $649,674 | 4.1K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.12% | $75M | 475.3K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.12% | $2M | 10.3K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.12% | $1M | 6.4K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.12% | $204,713 | 1.3K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.12% | $242,393 | 1.2K | Q4 2025OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.12% | $526,721 | 3.4K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.12% | $212,119 | 1.1K | Q4 2025OLDER |
| NCM Capital Management, LLC$279M AUM | 0.12% | $331,512 | 2.1K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.12% | $3M | 18.6K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.12% | $218,802 | 1.2K | Q3 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.12% | $707,535 | 4.5K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.12% | $3M | 18.7K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.12% | $403,452 | 2.6K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.12% | $30M | 187.9K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.12% | $16M | 83.3K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.12% | $116,442 | 600 | Q4 2025OLDER |
| Machina Capital S.A.S.$508M AUM | 0.12% | $586,940 | 3.7K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.12% | $884,885 | 5.6K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.12% | $225,540 | 1.2K | Q3 2025OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 0.11% | $7M | 42.6K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.11% | $1M | 7.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.11% | $56M | 355.4K | Q1 2026OLDER |
| Fosun International Ltd$399M AUM | 0.11% | $489,056 | 2.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.11% | $10M | 53.1K | Q3 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.11% | $216,977 | 1.4K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.11% | $4M | 25.2K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.11% | $849,042 | 5.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.11% | $10M | 60.8K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.11% | $212,507 | 1.1K | Q4 2025OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.11% | $1M | 6.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.11% | $9M | 56.9K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.11% | $7M | 45.2K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.11% | $1M | 8.3K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.11% | $263,989 | 1.7K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.11% | $581,864 | 3.8K | Q2 2026 |
| BankPlus Wealth Management LLC$194M AUM | 0.11% | $211,817 | 1.3K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.11% | $232,045 | 1.2K | Q3 2025OLDER |
| CNB Bank$238M AUM | 0.11% | $259,115 | 1.6K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.11% | $209,262 | 1.1K | Q4 2025OLDER |
| Permanent Capital Management, LP$643M AUM | 0.11% | $699,743 | 4.7K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.11% | $206,079 | 1.3K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 0.11% | $652,100 | 3.5K | Q3 2025OLDER |
| Fire Capital Management LLC$214M AUM | 0.11% | $216,000 | 1.1K | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.11% | $34M | 218.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.11% | $677,090 | 4.3K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 0.11% | $230,943 | 1.2K | Q4 2025OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.11% | $1M | 6.4K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.10% | $22M | 115.9K | Q3 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.10% | $243,558 | 1.3K | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.10% | $43M | 275.2K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.10% | $2M | 12.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.10% | $7.1B | 36.68M | Q4 2025OLDER |
| RHL GROUP, LLC$117M AUM | 0.10% | $120,777 | 768 | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.10% | $342,132 | 2.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.10% | $312,209 | 1.4K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.10% | $231,600 | 1.5K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.10% | $2M | 10.4K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.10% | $290,139 | 1.5K | Q4 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.10% | $570,946 | 3.6K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.10% | $440,279 | 2.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.10% | $311,270 | 2.0K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.10% | $36M | 193.8K | Q3 2025OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.10% | $8M | 40.0K | Q4 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.10% | $3M | 18.3K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.10% | $210,059 | 1.3K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.10% | $220,122 | 1.4K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.10% | $7M | 42.1K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.10% | $785,207 | 5.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.10% | $5M | 32.0K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.09% | $2M | 13.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.09% | $912,406 | 5.8K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.09% | $306,048 | 1.6K | Q4 2025OLDER |
| Ridgewood Investments LLC$244M AUM | 0.09% | $230,499 | 1.5K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.09% | $228,032 | 1.2K | Q4 2025OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.09% | $242,431 | 1.6K | Q2 2026 |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.09% | $2M | 13.0K | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 0.09% | $20M | 125.8K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.09% | $15M | 93.4K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.09% | $254,416 | 1.6K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.09% | $258,709 | 1.6K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.09% | $691,921 | 4.4K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.09% | $5M | 34.9K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.09% | $1M | 7.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.09% | $18M | 117.2K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.09% | $27M | 169.6K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.09% | $285,530 | 1.8K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.09% | $333,642 | 2.1K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.09% | $224,053 | 1.4K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.09% | $236,474 | 1.5K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.09% | $520,145 | 2.8K | Q3 2025OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.09% | $2M | 10.5K | Q3 2025OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.09% | $933,160 | 5.9K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.09% | $96M | 611.8K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.09% | $210,566 | 1.1K | Q3 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.09% | $622,459 | 4.0K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.09% | $2M | 9.6K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.09% | $254,332 | 1.3K | Q3 2025OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.09% | $500,663 | 3.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.09% | $28M | 179.9K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.09% | $305,183 | 1.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.09% | $547,084 | 2.8K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.09% | $158M | 1.00M | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.09% | $284,177 | 1.8K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.09% | $228,532 | 1.5K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.08% | $440,244 | 2.8K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.08% | $321,535 | 2.0K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.08% | $2M | 14.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 32.4K | Q1 2026OLDER |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.08% | $1M | 7.7K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.08% | $394,153 | 2.5K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.08% | $3M | 18.7K | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 0.08% | $588,633 | 3.2K | Q2 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.08% | $3M | 16.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.