BMTABRITISH AMERN TOB PLC
CUSIP 110448107 · Yahoo Finance ↗ · Google Finance ↗
British Amern Tob PLC (BMTA) has 861 institutional holders in Filings Flow’s 13F database, together reporting 318.43M shares worth $18.2B as of Q1 2026. The largest reported holders are Capital International Investors, FMR LLC, and Capital Research Global Investors.
Institutional Holders
861
Q1 2026
Reported Value
$18.2B
Ticker
BMTA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SMITH THOMAS W$101M AUM | 22.97% | $23M | 397.5K | Q1 2026OLDER |
| EPACRIA CAPITAL PARTNERS, LLC$129M AUM | 13.15% | $17M | 290.4K | Q1 2026OLDER |
| Contrarius Group Holdings Ltd$1.8B AUM | 9.35% | $165M | 2.82M | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 6.63% | $8M | 138.3K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 6.27% | $26M | 450.1K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 4.41% | $63M | 1.08M | Q1 2026OLDER |
| Savoir Faire Capital Management, L.P.$166M AUM | 4.40% | $7M | 124.5K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 4.18% | $33M | 561.5K | Q1 2026OLDER |
| Prescott General Partners LLC$1.4B AUM | 3.94% | $54M | 920.1K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 3.86% | $10M | 164.0K | Q1 2026OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 3.67% | $113M | 1.93M | Q1 2026OLDER |
| SALT Holding Corp.$165M AUM | 3.38% | $6M | 95.6K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 3.24% | $217M | 3.71M | Q1 2026OLDER |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP$276M AUM | 3.18% | $9M | 150.0K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 3.15% | $3M | 58.7K | Q4 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 3.03% | $23M | 390.7K | Q1 2026OLDER |
| Maple Rock Capital Partners Inc.$3.1B AUM | 3.02% | $93M | 1.59M | Q1 2026OLDER |
| Madison Avenue Partners, LP$2.3B AUM | 2.86% | $66M | 1.12M | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 2.78% | $4M | 66.8K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 2.65% | $9M | 166.0K | Q4 2025OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 2.61% | $10M | 167.2K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 2.57% | $1.6B | 27.68M | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 2.56% | $13M | 224.8K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 2.44% | $4M | 73.3K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 2.33% | $13M | 224.8K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 2.26% | $3M | 54.7K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 2.25% | $20M | 343.0K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 2.20% | $3M | 54.2K | Q3 2025OLDER |
| Inlet Private Wealth, LLC$392M AUM | 2.00% | $8M | 133.8K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.96% | $10M | 168.5K | Q1 2026OLDER |
| Orbis Allan Gray Ltd$23.7B AUM | 1.90% | $451M | 7.71M | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 1.88% | $3M | 53.3K | Q2 2026 |
| ENGLISH CAPITAL MANAGEMENT LLC$171M AUM | 1.87% | $3M | 54.5K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 1.87% | $3M | 47.9K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 1.85% | $13M | 220.7K | Q1 2026OLDER |
| Wealth High Governance Capital Ltda$333M AUM | 1.85% | $6M | 105.2K | Q2 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.80% | $7M | 117.2K | Q1 2026OLDER |
| Wealth High Governance Asset Management Ltda.$641M AUM | 1.78% | $11M | 194.8K | Q2 2026 |
| Galilei Investment Office LLP$193M AUM | 1.67% | $3M | 55.9K | Q1 2026OLDER |
| Ativo Capital Management LLC$115M AUM | 1.64% | $2M | 32.3K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 1.47% | $7M | 119.6K | Q1 2026OLDER |
| Timelo Investment Management Inc.$127M AUM | 1.38% | $2M | 30.0K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 1.34% | $9M | 147.0K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 1.26% | $12M | 210.0K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.23% | $4M | 65.2K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 1.18% | $3M | 53.2K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 1.15% | $3M | 42.0K | Q2 2026 |
| Manske Wealth Management$357M AUM | 1.06% | $4M | 64.8K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.06% | $2M | 41.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.05% | $3M | 55.1K | Q2 2026 |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.03% | $3M | 50.5K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.99% | $9M | 147.7K | Q1 2026OLDER |
| CALIFORNIA FIRST LEASING CORP$312M AUM | 0.98% | $3M | 52.5K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.94% | $8M | 130.2K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.92% | $47M | 804.7K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.91% | $3M | 45.2K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 0.89% | $999,428 | 17.1K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.88% | $24M | 413.2K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.85% | $3M | 43.1K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.82% | $3M | 58.8K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.81% | $79M | 1.34M | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.80% | $1M | 19.9K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.77% | $3M | 56.5K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.74% | $7M | 123.3K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.73% | $16M | 266.3K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.73% | $3M | 43.3K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.72% | $94M | 1.61M | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.72% | $999,742 | 17.1K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.71% | $5M | 78.6K | Q2 2026 |
| Code Waechter LLC$168M AUM | 0.70% | $1M | 20.2K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.69% | $3M | 60.0K | Q3 2025OLDER |
| Capital International Investors$426.5B AUM | 0.67% | $2.9B | 48.82M | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 0.65% | $1M | 23.4K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.64% | $2M | 35.0K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.62% | $1M | 19.4K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.62% | $2M | 27.1K | Q2 2026 |
| Avantra Family Wealth, Inc.$134M AUM | 0.61% | $823,316 | 14.1K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.58% | $1M | 22.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.56% | $990,984 | 16.9K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.53% | $1M | 19.9K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.53% | $31M | 531.5K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.50% | $8M | 133.8K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.50% | $1M | 23.6K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.49% | $1M | 17.1K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.48% | $644,351 | 10.7K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 0.48% | $955,985 | 16.4K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.47% | $5M | 77.5K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.45% | $4M | 68.3K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.45% | $635,569 | 10.9K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.45% | $3M | 53.2K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.45% | $6M | 109.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.44% | $16M | 272.2K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.43% | $508,717 | 8.2K | Q2 2026 |
| Bank & Trust Co$148M AUM | 0.43% | $633,815 | 10.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.42% | $17M | 288.0K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.40% | $644,809 | 11.0K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.40% | $2M | 41.3K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.39% | $490,856 | 8.4K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.39% | $4M | 66.4K | Q3 2025OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.39% | $479,752 | 7.8K | Q2 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.37% | $5M | 82.3K | Q1 2026OLDER |
| Newport Trust Company, LLC$40.7B AUM | 0.36% | $148M | 2.53M | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.36% | $29M | 500.9K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.36% | $8M | 139.9K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.36% | $5M | 94.7K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.35% | $216M | 3.70M | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.34% | $2M | 34.5K | Q4 2025OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.34% | $393,795 | 6.7K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.31% | $138M | 2.36M | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.31% | $731,474 | 12.9K | Q4 2025OLDER |
| Naviter Wealth, LLC$801M AUM | 0.31% | $2M | 41.3K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.30% | $366,671 | 6.3K | Q2 2026 |
| Storgate, LLC$127M AUM | 0.29% | $367,893 | 6.3K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.29% | $9M | 161.1K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.29% | $391,414 | 6.9K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.28% | $63M | 1.08M | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 0.28% | $318,261 | 5.6K | Q4 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.28% | $977,008 | 15.8K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.28% | $16M | 283.9K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.28% | $1.8B | 30.96M | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.28% | $309,423 | 5.3K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.27% | $2M | 37.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.27% | $916,166 | 15.7K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.27% | $370,992 | 6.3K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.26% | $932,187 | 15.9K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.26% | $439,811 | 7.5K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.26% | $361,929 | 6.2K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.26% | $1M | 19.0K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.26% | $405,336 | 6.9K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.26% | $1M | 27.4K | Q3 2025OLDER |
| PCM Encore, LLC$486M AUM | 0.26% | $1M | 21.4K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.25% | $1M | 23.5K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.25% | $2M | 37.1K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 0.25% | $525,129 | 9.0K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.25% | $5M | 79.6K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.25% | $1M | 23.5K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.25% | $52M | 975.1K | Q3 2025OLDER |
| J.M. Arbour, LLC$104M AUM | 0.24% | $254,111 | 4.3K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.24% | $105M | 1.79M | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.24% | $455,481 | 7.8K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.24% | $901,900 | 15.4K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.24% | $2M | 30.3K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.24% | $1M | 17.9K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.23% | $494,698 | 8.0K | Q2 2026 |
| Souders Financial Advisors$876M AUM | 0.23% | $2M | 34.7K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.23% | $282,372 | 4.8K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.22% | $430,586 | 7.4K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.22% | $6M | 104.6K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.22% | $4M | 61.0K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.22% | $935,520 | 16.0K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.22% | $282,118 | 4.8K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.22% | $247,737 | 4.2K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.21% | $2M | 37.0K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 0.21% | $2M | 43.0K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.21% | $3M | 66.2K | Q3 2025OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 0.21% | $279,603 | 4.8K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.20% | $6M | 105.2K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.20% | $528,494 | 9.0K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 0.20% | $247,854 | 4.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.20% | $45M | 765.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.20% | $247M | 4.23M | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.20% | $554,939 | 9.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.20% | $6M | 108.8K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.20% | $449,542 | 7.7K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.20% | $292,408 | 5.0K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.20% | $216,143 | 3.7K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.20% | $39M | 663.5K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.19% | $349,592 | 6.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.19% | $5M | 77.4K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.19% | $342,353 | 5.9K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.19% | $193M | 3.31M | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.19% | $1M | 20.7K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.19% | $496,897 | 8.8K | Q4 2025OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.19% | $2M | 31.2K | Q1 2026OLDER |
| Steadtrust LLC$198M AUM | 0.19% | $367,472 | 6.0K | Q2 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.18% | $278,896 | 4.8K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 0.18% | $370,786 | 6.3K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.18% | $1M | 19.0K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.18% | $1M | 21.3K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.17% | $580,315 | 9.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.17% | $21M | 367.2K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.17% | $532,662 | 9.1K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.17% | $470,684 | 8.1K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.17% | $242,767 | 4.2K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.17% | $466,649 | 8.0K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.17% | $224,583 | 3.8K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.17% | $378,716 | 6.4K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.17% | $263,115 | 4.5K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.17% | $359,520 | 8.4K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.17% | $169,797 | 2.9K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.17% | $98M | 1.67M | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.17% | $525,083 | 9.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.16% | $8M | 133.5K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.16% | $8M | 128.6K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.16% | $359,591 | 6.2K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.16% | $582,846 | 10.3K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.16% | $481,617 | 8.2K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.16% | $245,448 | 4.3K | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.16% | $3M | 56.0K | Q3 2025OLDER |
| MBA Advisors LLC$260M AUM | 0.15% | $400,520 | 6.8K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.15% | $1M | 18.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.15% | $3M | 56.5K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.15% | $396,544 | 6.8K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.15% | $267,442 | 4.6K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.15% | $728,239 | 12.5K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.15% | $449,517 | 7.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.15% | $8M | 144.9K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.15% | $5M | 81.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.14% | $29M | 493.8K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.14% | $12M | 210.6K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.14% | $338,307 | 5.8K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.14% | $322,673 | 6.1K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.14% | $626,710 | 10.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.14% | $3M | 46.1K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.14% | $234,711 | 4.1K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.14% | $299,781 | 5.3K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.14% | $634,283 | 10.8K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.13% | $10M | 163.1K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.13% | $11M | 193.1K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.13% | $188,741 | 3.2K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.13% | $283,767 | 4.8K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.13% | $718,145 | 11.6K | Q2 2026 |
| Capital Wealth Planning, LLC$18.1B AUM | 0.13% | $24M | 405.8K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.13% | $2M | 38.4K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.13% | $290,396 | 4.7K | Q2 2026 |
| West Family Investments, Inc.$285M AUM | 0.13% | $369,413 | 6.3K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.13% | $543,182 | 9.3K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.13% | $2M | 31.3K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.13% | $248,832 | 4.3K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.13% | $973,643 | 16.7K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.13% | $4M | 63.2K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.13% | $574,058 | 9.8K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.12% | $12M | 202.3K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.12% | $11M | 186.7K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.12% | $289,551 | 5.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.12% | $1M | 25.2K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.12% | $851,936 | 16.1K | Q3 2025OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.12% | $10M | 177.8K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.12% | $346,632 | 5.6K | Q2 2026 |
| Park Place Capital Corp$499M AUM | 0.12% | $580,198 | 9.9K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.12% | $2M | 39.5K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.11% | $4M | 68.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.11% | $45M | 766.7K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.11% | $364,384 | 5.9K | Q2 2026 |
| FMR LLC$1.90T AUM | 0.11% | $2.1B | 36.69M | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.11% | $461,562 | 7.9K | Q1 2026OLDER |
| WT Asset Management Ltd$4.8B AUM | 0.11% | $2M | 45.0K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.11% | $2M | 42.3K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.11% | $756,016 | 13.4K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.11% | $225M | 3.89M | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.11% | $526,071 | 8.5K | Q2 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.11% | $4M | 60.8K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.11% | $278,200 | 4.8K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.11% | $448,033 | 7.9K | Q4 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.10% | $622,705 | 10.7K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.10% | $334,448 | 5.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.10% | $412,647 | 7.3K | Q4 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.10% | $2M | 37.3K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.10% | $764,253 | 13.1K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.10% | $516,875 | 8.8K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.10% | $315,076 | 5.4K | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.10% | $622,990 | 11.0K | Q4 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.10% | $3M | 48.3K | Q1 2026OLDER |
| Tairen Capital Ltd$924M AUM | 0.10% | $922,340 | 16.3K | Q4 2025OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.10% | $935,520 | 16.0K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.09% | $591,797 | 10.1K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 27.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 139.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.09% | $1M | 21.4K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.09% | $138,165 | 2.4K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.09% | $3M | 47.7K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.09% | $10M | 176.2K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.09% | $898,685 | 15.4K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.09% | $246,042 | 4.2K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.09% | $2M | 34.9K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.08% | $4M | 61.9K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.08% | $934,876 | 16.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.08% | $4M | 74.9K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.08% | $4M | 62.4K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.08% | $261,522 | 6.0K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.08% | $151,217 | 4.1K | Q3 2025OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.08% | $365,028 | 6.2K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.08% | $241,213 | 4.1K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 0.08% | $210,667 | 3.6K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.08% | $521,560 | 9.2K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.08% | $603,279 | 10.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.08% | $889,591 | 14.4K | Q2 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.08% | $425,428 | 7.3K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.08% | $2M | 25.4K | Q2 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.08% | $957,095 | 15.5K | Q2 2026 |
| Advisors Preferred, LLC$679M AUM | 0.08% | $536,111 | 9.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.08% | $761,396 | 13.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.08% | $381,785 | 6.6K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.08% | $2,121 | 40.0K | Q3 2025OLDER |
| Capital World Investors$732.9B AUM | 0.08% | $566M | 9.69M | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.08% | $1M | 19.2K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.08% | $223,589 | 3.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.08% | $7M | 118.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.08% | $37M | 640.1K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.08% | $258,437 | 4.4K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.08% | $358,601 | 6.0K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.08% | $731,518 | 12.5K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.08% | $339,652 | 5.8K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.08% | $1M | 23.8K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.07% | $756,309 | 12.9K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $244,814 | 4.2K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.07% | $525,119 | 9.0K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.07% | $531,169 | 9.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.07% | $2M | 28.0K | Q4 2025OLDER |
| Advisor Resource Council$309M AUM | 0.07% | $221,601 | 3.8K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.07% | $405,489 | 6.9K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.07% | $1M | 22.9K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.07% | $380,565 | 6.2K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.07% | $938,049 | 16.0K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.07% | $203,885 | 3.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.07% | $76M | 1.30M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.07% | $201,279 | 3.8K | Q3 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.07% | $87,938 | 1.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.07% | $7M | 119.1K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.07% | $2M | 26.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.07% | $222M | 3.79M | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.07% | $108M | 2.04M | Q3 2025OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.07% | $1M | 25.3K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.07% | $119,161 | 2.1K | Q4 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.07% | $812,031 | 13.9K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.07% | $1M | 20.7K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.07% | $2M | 30.4K | Q3 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.07% | $371,425 | 6.0K | Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.07% | $389,761 | 6.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.07% | $5M | 88.9K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.06% | $515,407 | 9.7K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $242M | 4.13M | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.06% | $584,700 | 10.0K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.06% | $369,940 | 6.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.06% | $2M | 34.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 39.4K | Q1 2026OLDER |
| Glenorchy Capital Ltd$1.7B AUM | 0.06% | $1M | 17.9K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.06% | $277,715 | 5.2K | Q3 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.06% | $792,803 | 13.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.06% | $2M | 41.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.06% | $3M | 45.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 50.6K | Q4 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.06% | $393,795 | 6.7K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.06% | $3M | 45.1K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.06% | $773,004 | 14.6K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.06% | $876,515 | 15.3K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.06% | $518,784 | 8.4K | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.05% | $49M | 839.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 19.6K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.05% | $824,310 | 14.1K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 0.05% | $202,076 | 3.8K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $258,712 | 4.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $34M | 581.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.05% | $8M | 140.0K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.05% | $3M | 57.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $292,402 | 5.0K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.05% | $428,702 | 7.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.05% | $419,289 | 7.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $704,030 | 12.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $272M | 4.65M | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $568,679 | 9.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 19.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 159.2K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.05% | $203,807 | 3.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 49.5K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $4M | 71.3K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.05% | $1M | 24.4K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.05% | $654,592 | 11.2K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.05% | $323,572 | 5.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 207.8K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.05% | $83,144 | 1.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.05% | $438,731 | 7.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $52M | 882.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.05% | $3M | 52.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 29.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 47.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.05% | $86,886 | 1.5K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.04% | $902,360 | 17.0K | Q3 2025OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.04% | $228,388 | 3.7K | Q2 2026 |
| CSS LLC/IL$2.1B AUM | 0.04% | $937,275 | 16.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.04% | $19M | 325.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $768,998 | 13.2K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.04% | $5M | 77.3K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $246,516 | 4.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.04% | $5M | 87.7K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.04% | $386,020 | 6.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.04% | $280,740 | 5.3K | Q3 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.04% | $749,087 | 12.1K | Q2 2026 |
| Red Door Wealth Management, LLC$962M AUM | 0.04% | $412,623 | 7.1K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.04% | $513,542 | 8.8K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.04% | $219,958 | 3.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 41.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $33M | 568.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.04% | $9M | 139.8K | Q2 2026 |
| Cheviot Value Management, LLC$996M AUM | 0.04% | $414,845 | 7.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $569M | 9.74M | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.04% | $220,907 | 3.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $28M | 480.1K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.04% | $429,709 | 7.3K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.04% | $293,344 | 5.0K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.04% | $290,537 | 5.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.04% | $311,937 | 5.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $15M | 249.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.04% | $14,721 | 260 | Q4 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $464,929 | 7.5K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.04% | $470,282 | 7.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 18.8K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.04% | $242,592 | 4.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.04% | $2M | 30.4K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.04% | $201,780 | 3.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $23M | 398.4K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.04% | $117,313 | 2.0K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.04% | $480,344 | 8.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $734,677 | 12.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 131.2K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.04% | $302,629 | 4.9K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 43.5K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $524,768 | 9.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $140M | 2.40M | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.04% | $202,540 | 3.5K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.04% | $309,891 | 5.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.04% | $226M | 3.86M | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.04% | $533,480 | 9.1K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.04% | $85,775 | 1.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $26M | 448.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $162,676 | 2.6K | Q2 2026 |
| PDS Planning, Inc$1.5B AUM | 0.03% | $521,552 | 8.9K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.03% | $796,333 | 12.9K | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 68.0K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $906,143 | 14.7K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $293,051 | 5.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.03% | $204,673 | 3.3K | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $46M | 783.2K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $584,993 | 10.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.03% | $89,927 | 1.5K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.03% | $310,242 | 5.3K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.03% | $123,079 | 2.1K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.03% | $552,982 | 9.6K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.03% | $3M | 55.9K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.03% | $202,606 | 3.8K | Q3 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.03% | $341,582 | 5.8K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $4M | 76.0K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $479,625 | 8.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $333,769 | 5.7K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.03% | $224M | 3.84M | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $295,858 | 5.1K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.03% | $18M | 309.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 24.2K | Q2 2026 |
| DRW Securities, LLC$7.2B AUM | 0.03% | $2M | 36.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 30.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $905,294 | 15.5K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.03% | $206,640 | 3.9K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $790,740 | 13.5K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $211,135 | 3.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 36.5K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.03% | $77,473 | 1.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.03% | $47M | 802.8K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.03% | $224,525 | 3.8K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 39.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.03% | $39M | 728.8K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 28.5K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.03% | $753,327 | 12.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $109,397 | 1.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $84,196 | 1.4K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.03% | $602,040 | 10.6K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $347,566 | 5.9K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.03% | $535,644 | 9.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $956,508 | 16.4K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.03% | $2M | 30.5K | Q2 2026 |
| CoreFirst Bank & Trust$189M AUM | 0.03% | $50,284 | 860 | Q2 2026 |
| Addison Advisors LLC$452M AUM | 0.03% | $120,567 | 2.1K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.03% | $43,824 | 774 | Q4 2025OLDER |
| Advisor OS, LLC$1.4B AUM | 0.03% | $364,209 | 6.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 74.2K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.03% | $87,363 | 1.6K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 25.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $63,802 | 1.2K | Q3 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $356,817 | 6.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.02% | $117,317 | 2.1K | Q2 2026 |
| Keebeck Wealth Management$889M AUM | 0.02% | $222,128 | 3.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $468,063 | 8.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $28,416 | 486 | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.02% | $105,714 | 1.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $141M | 2.41M | Q1 2026OLDER |
| HCR Wealth Advisors$1.1B AUM | 0.02% | $274,708 | 4.4K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $23M | 392.3K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.02% | $6M | 106.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $407,327 | 6.2K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.02% | $2M | 35.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $738,811 | 12.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.02% | $2M | 35.2K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.02% | $39,809 | 750 | Q3 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 22.0K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $319,655 | 5.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $733,179 | 12.6K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 281.5K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.02% | $420,517 | 7.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 31.2K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.02% | $76,011 | 1.3K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.02% | $243,519 | 3.9K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.