BMYBRISTOL-MYERS SQUIBB CO
CUSIP 110122108 · Yahoo Finance ↗ · Google Finance ↗
Bristol-Myers Squibb Co (BMY) has 2,498 institutional holders in Filings Flow’s 13F database, together reporting 1606.82M shares worth $92.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,498
Q1 2026
Reported Value
$92.3B
Ticker
BMY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SECTOR GAMMA AS$423M AUM | 11.86% | $50M | 827.9K | Q1 2026OLDER |
| Birchview Capital, LP$176M AUM | 10.57% | $19M | 306.3K | Q1 2026OLDER |
| Independent Franchise Partners LLP$14.3B AUM | 9.03% | $1.3B | 21.28M | Q1 2026OLDER |
| Catalio Capital Management, LP$479M AUM | 5.33% | $26M | 420.7K | Q1 2026OLDER |
| Nepsis Inc.$299M AUM | 5.33% | $16M | 262.2K | Q1 2026OLDER |
| COLRAIN CAPITAL LLC$259M AUM | 4.75% | $12M | 202.4K | Q1 2026OLDER |
| Sofinnova Investments, Inc.$2.6B AUM | 4.58% | $121M | 1.99M | Q1 2026OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 3.99% | $6M | 115.2K | Q4 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 3.64% | $35M | 575.0K | Q1 2026OLDER |
| DIADEMA PARTNERS LP$588M AUM | 3.58% | $14M | 310.0K | Q3 2025OLDER |
| Humankind Investments LLC$175M AUM | 3.46% | $6M | 100.0K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 3.37% | $1.0B | 17.10M | Q1 2026OLDER |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM | 3.24% | $6M | 100.6K | Q2 2026 |
| Ramiah Investment Group$275M AUM | 3.14% | $470,172 | 8.2K | Q1 2026OLDER |
| FourWorld Capital Management LLC$196M AUM | 3.09% | $6M | 100.0K | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 3.06% | $14M | 224.0K | Q1 2026OLDER |
| Leibman Financial Services, Inc.$136M AUM | 2.98% | $4M | 66.9K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 2.90% | $13M | 214.7K | Q1 2026OLDER |
| Round Hill Asset Management$153M AUM | 2.88% | $4M | 72.4K | Q1 2026OLDER |
| BOURNE LENT ASSET MANAGEMENT INC$272M AUM | 2.85% | $8M | 127.8K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.85% | $6M | 104.9K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 2.65% | $57M | 944.2K | Q1 2026OLDER |
| Avidity Partners Management LP$936M AUM | 2.64% | $12M | 257.6K | Q3 2025OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 2.58% | $10M | 159.5K | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 2.52% | $4M | 60.7K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 2.48% | $5M | 84.2K | Q1 2026OLDER |
| Ikarian Capital, LLC$1.2B AUM | 2.46% | $30M | 500.0K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.33% | $4M | 58.6K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 2.32% | $23M | 373.0K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 2.30% | $4M | 74.0K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 2.24% | $3M | 53.1K | Q1 2026OLDER |
| OAKTOP CAPITAL MANAGEMENT II, L.P.$1.3B AUM | 2.17% | $29M | 480.0K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 2.16% | $4M | 69.8K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 2.12% | $30M | 489.4K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 2.11% | $7M | 110.7K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 2.06% | $57M | 939.8K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 2.04% | $44M | 729.8K | Q1 2026OLDER |
| MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM | 2.00% | $61M | 1.00M | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 1.99% | $20M | 336.3K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 1.94% | $3M | 74.4K | Q3 2025OLDER |
| DLD Asset Management, LP$1.1B AUM | 1.93% | $27M | 592.8K | Q3 2025OLDER |
| Signature Wealth Management Group$263M AUM | 1.93% | $5M | 83.8K | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 1.91% | $4M | 63.0K | Q1 2026OLDER |
| Artemis Investment Management LLP$9.4B AUM | 1.86% | $175M | 2.89M | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 1.86% | $12M | 190.9K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$237M AUM | 1.84% | $4M | 80.6K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 1.83% | $10M | 170.4K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 1.83% | $3M | 56.1K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.82% | $13M | 231.3K | Q2 2026 |
| M&G Plc$19.4B AUM | 1.82% | $352M | 5.76M | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 1.81% | $7M | 121.5K | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 1.81% | $35M | 657.7K | Q4 2025OLDER |
| Four Tree Island Advisory LLC$198M AUM | 1.79% | $4M | 58.3K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 1.76% | $6M | 102.6K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 1.76% | $2M | 35.9K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 1.74% | $24M | 391.0K | Q1 2026OLDER |
| Promethos Capital, LLC$372M AUM | 1.72% | $6M | 105.3K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.71% | $7M | 109.1K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.70% | $3M | 54.2K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 1.70% | $61M | 1.00M | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 1.68% | $2M | 37.3K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 1.64% | $2M | 30.6K | Q1 2026OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 1.61% | $105M | 2.34M | Q3 2025OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.58% | $10M | 167.0K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 1.56% | $7M | 109.4K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 1.56% | $11M | 42.5K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.54% | $36M | 593.9K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 1.54% | $18M | 300.4K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 1.51% | $33M | 616.3K | Q4 2025OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 1.49% | $3M | 49.0K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 1.49% | $11M | 173.3K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.49% | $12M | 206.0K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.45% | $4M | 72.3K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.45% | $8M | 138.6K | Q1 2026OLDER |
| Alpine Fox Capital LLC$154M AUM | 1.42% | $3M | 50.0K | Q4 2025OLDER |
| Element Squared LLC$177M AUM | 1.42% | $3M | 48.4K | Q4 2025OLDER |
| Partnership Wealth Management, LLC$131M AUM | 1.41% | $2M | 30.6K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.40% | $4M | 71.2K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 1.40% | $3M | 44.6K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.40% | $3M | 45.0K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 1.40% | $5M | 83.4K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 1.39% | $7M | 121.7K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.38% | $8M | 123.7K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 1.38% | $95M | 1.57M | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 1.35% | $8M | 136.4K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.35% | $4M | 72.1K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 1.35% | $4M | 60.0K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.35% | $3M | 48.1K | Q2 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 1.33% | $2M | 33.0K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 1.27% | $3M | 56.3K | Q2 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 1.27% | $6M | 100.3K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.24% | $10M | 163.6K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 1.23% | $8M | 124.5K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.23% | $8M | 138.9K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 1.22% | $2M | 31.2K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.22% | $8M | 130.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 1.22% | $5M | 79.8K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 1.22% | $2M | 33.9K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.22% | $37M | 603.4K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 1.19% | $1.5B | 24.99M | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.19% | $3M | 44.5K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.19% | $72M | 1.19M | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 1.17% | $12M | 200.8K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 1.16% | $9M | 144.6K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 1.16% | $1M | 21.9K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 1.16% | $2M | 29.9K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 1.15% | $152M | 2.51M | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.15% | $16M | 256.3K | Q1 2026OLDER |
| FOUNDATION RESOURCE MANAGEMENT INC$889M AUM | 1.13% | $10M | 165.9K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.12% | $2M | 36.8K | Q4 2025OLDER |
| Skylands Capital, LLC$763M AUM | 1.12% | $9M | 141.4K | Q1 2026OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 1.11% | $56M | 925.0K | Q1 2026OLDER |
| MILLER VALUE PARTNERS, LLC$383M AUM | 1.10% | $4M | 69.5K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.08% | $1M | 18.8K | Q1 2026OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 1.08% | $57M | 941.0K | Q1 2026OLDER |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 1.06% | $1M | 21.1K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.05% | $5M | 88.0K | Q2 2026 |
| Exchange Bank$161M AUM | 1.05% | $2M | 29.3K | Q2 2026 |
| Barnett & Company, Inc.$129M AUM | 1.05% | $1M | 24.1K | Q4 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 1.04% | $5M | 88.6K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 1.04% | $3M | 41.8K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 1.04% | $1M | 21.8K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 1.04% | $1M | 19.9K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.04% | $12M | 208.1K | Q2 2026 |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 1.03% | $2M | 32.0K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 1.03% | $5M | 87.4K | Q2 2026 |
| InvesTrust$238M AUM | 1.02% | $2M | 40.2K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 1.02% | $258M | 4.26M | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 1.01% | $15M | 244.6K | Q1 2026OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 1.01% | $3M | 54.3K | Q2 2026 |
| Bull Harbor Capital LLC$373M AUM | 1.00% | $4M | 61.3K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.99% | $2M | 37.2K | Q4 2025OLDER |
| Mork Capital Management, LLC$141M AUM | 0.99% | $2M | 30.0K | Q4 2025OLDER |
| Miller Global Investments, LLC$121M AUM | 0.98% | $1M | 20.6K | Q2 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.98% | $3M | 52.5K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 0.98% | $3M | 42.0K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.98% | $2M | 36.6K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.96% | $73M | 1.20M | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.96% | $6M | 92.8K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.96% | $2M | 28.5K | Q1 2026OLDER |
| Affinity Asset Advisors, LLC$1.9B AUM | 0.94% | $18M | 300.0K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.94% | $3M | 44.2K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.93% | $218M | 3.59M | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.92% | $1M | 29.8K | Q3 2025OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.92% | $8M | 126.5K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.90% | $34M | 554.8K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.90% | $1M | 21.5K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 0.90% | $63M | 1.04M | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.89% | $4M | 66.7K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.88% | $1M | 19.9K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.88% | $83M | 1.39M | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.87% | $158M | 2.61M | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.87% | $4M | 69.2K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.87% | $4M | 70.8K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.87% | $2M | 30.6K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.86% | $22M | 484.5K | Q3 2025OLDER |
| BLACKHILL CAPITAL INC$1.9B AUM | 0.86% | $17M | 275.4K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.85% | $10M | 179.5K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.84% | $225M | 3.72M | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.84% | $40M | 657.4K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 0.84% | $7M | 123.3K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.83% | $1M | 23.0K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.83% | $4M | 73.2K | Q2 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.83% | $6M | 105.2K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.82% | $1M | 20.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.82% | $1.8B | 29.63M | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.82% | $1M | 18.8K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.82% | $6M | 104.5K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.82% | $2M | 42.1K | Q4 2025OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.82% | $5M | 82.3K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.81% | $32M | 534.7K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.81% | $26M | 431.2K | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.81% | $12M | 192.5K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.81% | $4M | 95.9K | Q3 2025OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 0.80% | $1M | 19.4K | Q2 2026 |
| Cypress Capital, LLC$351M AUM | 0.79% | $3M | 46.1K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.79% | $3M | 42.7K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.79% | $206M | 3.39M | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.79% | $4M | 65.0K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.78% | $4M | 61.3K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.78% | $18M | 309.1K | Q2 2026 |
| denkapparat Operations GmbH$242M AUM | 0.77% | $2M | 30.8K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.77% | $2M | 30.3K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.77% | $1M | 23.4K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.77% | $1M | 17.8K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.77% | $18M | 293.1K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.77% | $5M | 75.4K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.77% | $4M | 61.6K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.76% | $33M | 543.5K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 0.75% | $1M | 23.8K | Q2 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.75% | $16M | 257.5K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.75% | $888,240 | 14.6K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.75% | $808,768 | 13.3K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.74% | $1M | 23.8K | Q2 2026 |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.74% | $2M | 25.7K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.74% | $13M | 232.9K | Q4 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.74% | $2M | 27.5K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.73% | $1M | 24.2K | Q4 2025OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.73% | $3M | 53.8K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 0.73% | $2M | 41.8K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.72% | $2M | 32.8K | Q2 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.72% | $121M | 2.23M | Q4 2025OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.72% | $2M | 32.9K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.72% | $5M | 79.7K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.71% | $58M | 965.2K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.71% | $61M | 1.01M | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.71% | $2M | 25.1K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.71% | $1M | 17.3K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.71% | $119M | 1.96M | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.71% | $1M | 18.6K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.71% | $10M | 166.4K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.70% | $2M | 30.6K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.70% | $2M | 31.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.70% | $2M | 30.2K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 0.70% | $2M | 35.9K | Q4 2025OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.70% | $68M | 1.12M | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.69% | $3M | 53.7K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.69% | $2M | 28.5K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.68% | $2M | 40.8K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.67% | $7M | 116.1K | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.67% | $129M | 2.13M | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.67% | $24M | 388.2K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.67% | $7M | 116.1K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.67% | $881,981 | 14.5K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.67% | $6M | 103.2K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.67% | $3M | 53.0K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.66% | $3M | 41.3K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.66% | $4M | 75.4K | Q4 2025OLDER |
| PARK CIRCLE Co$108M AUM | 0.66% | $709,605 | 11.7K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.65% | $1M | 19.8K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.65% | $4M | 59.2K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.65% | $1M | 21.4K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.65% | $2M | 27.1K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.64% | $10M | 164.2K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.64% | $2M | 37.6K | Q2 2026 |
| KCM Capital Inc$622M AUM | 0.64% | $4M | 65.8K | Q1 2026OLDER |
| Eversept Partners, LP$1.9B AUM | 0.64% | $13M | 235.3K | Q4 2025OLDER |
| Hedges Asset Management LLC$142M AUM | 0.64% | $904,844 | 16.8K | Q4 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.63% | $4M | 69.5K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.63% | $18M | 296.3K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.63% | $9M | 154.6K | Q1 2026OLDER |
| CLARK ESTATES INC/NY$416M AUM | 0.63% | $3M | 43.0K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.63% | $345M | 5.69M | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.63% | $1M | 19.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.62% | $23M | 371.1K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.62% | $18M | 301.5K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.62% | $5M | 80.2K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.62% | $2M | 40.2K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.62% | $6M | 93.0K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.62% | $620,328 | 10.2K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.61% | $780,945 | 15.2K | Q4 2025OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.61% | $5M | 78.2K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.61% | $742M | 12.24M | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.61% | $3M | 67.7K | Q3 2025OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 0.60% | $22M | 370.0K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.60% | $2M | 26.1K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.60% | $6M | 103.8K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.59% | $57M | 1.01M | Q2 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 0.59% | $1M | 23.2K | Q2 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.59% | $4M | 76.8K | Q4 2025OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.59% | $3M | 53.0K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.58% | $894,830 | 14.8K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.58% | $408M | 6.73M | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.57% | $2M | 28.3K | Q1 2026OLDER |
| United Bank$301M AUM | 0.57% | $2M | 28.4K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.57% | $1M | 16.5K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 0.57% | $618,205 | 10.7K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.57% | $703M | 11.59M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.57% | $77M | 1.27M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.57% | $3.7B | 61.12M | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.57% | $1M | 18.2K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.56% | $11M | 175.7K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.56% | $1M | 23.1K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.55% | $1M | 17.8K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.55% | $30M | 493.0K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.55% | $18M | 296.5K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.55% | $779,349 | 12.8K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.54% | $5M | 77.6K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.54% | $1M | 23.4K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.54% | $8M | 124.5K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.54% | $5M | 79.2K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.54% | $1M | 18.6K | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.54% | $8M | 131.8K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.54% | $681,039 | 11.2K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.54% | $13M | 211.4K | Q1 2026OLDER |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.53% | $11M | 200.0K | Q4 2025OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.53% | $1M | 22.0K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.53% | $3M | 47.9K | Q2 2026 |
| Pflug Koory, LLC$218M AUM | 0.52% | $1M | 18.9K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.52% | $8M | 127.0K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.52% | $7M | 113.3K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 0.52% | $2M | 25.7K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.52% | $1M | 20.9K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.52% | $832,725 | 13.7K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.52% | $916,967 | 15.1K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.52% | $2M | 37.1K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.51% | $2M | 31.7K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.51% | $1M | 23.6K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.51% | $927,945 | 15.3K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.51% | $2M | 25.4K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.51% | $926,489 | 15.3K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.50% | $929,521 | 15.3K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.50% | $1M | 23.8K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.50% | $541,397 | 8.9K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.50% | $29M | 474.2K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 0.50% | $3M | 44.6K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.50% | $642,708 | 10.6K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.49% | $4M | 58.1K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.49% | $1M | 23.7K | Q2 2026 |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.49% | $949,173 | 15.7K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.49% | $4M | 74.9K | Q1 2026OLDER |
| Knott David M Jr$168M AUM | 0.49% | $826,174 | 13.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.49% | $2M | 39.3K | Q4 2025OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 0.49% | $44M | 721.7K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.49% | $947,365 | 15.6K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.49% | $513,554 | 9.1K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 0.49% | $986,735 | 16.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.48% | $104M | 1.72M | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.48% | $3M | 41.9K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.48% | $38M | 625.6K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.48% | $2M | 36.0K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.48% | $662,197 | 10.9K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.48% | $57M | 933.3K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.48% | $916,725 | 15.1K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.47% | $1M | 21.4K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.47% | $675,071 | 11.1K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.47% | $8M | 132.8K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 0.47% | $19M | 316.5K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 0.47% | $509,339 | 8.4K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.47% | $622,100 | 10.26M | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.47% | $7M | 117.1K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 0.46% | $1M | 16.7K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.46% | $11M | 176.6K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.46% | $10M | 156.7K | Q1 2026OLDER |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 0.46% | $2M | 25.0K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.46% | $2M | 33.7K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.45% | $926,805 | 20.6K | Q3 2025OLDER |
| LAWOOD & CO$108M AUM | 0.45% | $486,716 | 8.0K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.45% | $3M | 53.0K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.45% | $74M | 1.23M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.45% | $429M | 7.08M | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.45% | $125M | 2.07M | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.45% | $5M | 81.0K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.45% | $32M | 569.6K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.45% | $497,027 | 8.2K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.45% | $3M | 51.2K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.45% | $992,052 | 16.4K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.44% | $808,891 | 13.3K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.44% | $835,090 | 13.8K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.44% | $4M | 64.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.44% | $1M | 18.6K | Q4 2025OLDER |
| KRS Capital Management, LLC$163M AUM | 0.44% | $715,953 | 11.8K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.44% | $2M | 26.1K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.44% | $1M | 22.8K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.44% | $2M | 32.2K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.44% | $7M | 110.1K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.43% | $1M | 21.6K | Q1 2026OLDER |
| Orion Investment Co$315M AUM | 0.43% | $1M | 22.6K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.43% | $3M | 42.1K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.43% | $2M | 40.9K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.43% | $932,983 | 15.4K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.42% | $2M | 34.7K | Q1 2026OLDER |
| PERKINS CAPITAL MANAGEMENT INC$107M AUM | 0.42% | $450,629 | 7.4K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.42% | $4M | 61.7K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.42% | $2M | 26.9K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.42% | $1M | 23.0K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.42% | $1M | 16.9K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.42% | $1M | 23.2K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.42% | $2M | 29.4K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.42% | $2M | 26.4K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.42% | $5M | 75.3K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.42% | $1M | 20.8K | Q2 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.42% | $2M | 25.1K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.42% | $483,054 | 9.0K | Q4 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.41% | $1M | 16.8K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.41% | $1M | 21.7K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.41% | $2M | 25.7K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.41% | $19M | 314.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.41% | $1M | 20.1K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.41% | $906,475 | 14.9K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.41% | $28M | 474.9K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 0.41% | $950,689 | 15.7K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.41% | $1M | 18.7K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.41% | $6M | 99.4K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.40% | $851,877 | 18.9K | Q3 2025OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.40% | $925,031 | 16.1K | Q2 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.40% | $2M | 24.7K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.40% | $12M | 223.5K | Q4 2025OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.40% | $624,695 | 10.3K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.40% | $416,059 | 6.9K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.40% | $26M | 434.6K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.40% | $1M | 23.3K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.40% | $49M | 807.8K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.39% | $2M | 40.7K | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.39% | $13M | 247.0K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.39% | $3M | 45.6K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.39% | $831,814 | 13.7K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.39% | $864,957 | 14.3K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.38% | $1M | 16.5K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.38% | $5M | 86.8K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.38% | $14M | 228.3K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.38% | $1M | 23.5K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.38% | $596,086 | 9.8K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.38% | $7M | 151.8K | Q3 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.38% | $141M | 3.13M | Q3 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.38% | $1M | 22.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.38% | $4M | 73.4K | Q2 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.38% | $97M | 1.59M | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 0.38% | $876,735 | 14.5K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.38% | $449,815 | 7.4K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.37% | $861,715 | 14.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.37% | $1M | 21.0K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 0.37% | $390,586 | 6.4K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 0.37% | $724,293 | 12.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.37% | $1.6B | 26.47M | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.37% | $1M | 17.5K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.37% | $2M | 33.2K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.37% | $1M | 19.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.37% | $727,136 | 12.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.37% | $794,820 | 13.1K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 0.37% | $49M | 800.0K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.36% | $695,777 | 11.5K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.36% | $2M | 37.6K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.36% | $376,030 | 6.2K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.36% | $14M | 230.9K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 0.36% | $683,404 | 11.3K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.36% | $831,706 | 13.7K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.36% | $4M | 62.9K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 0.36% | $457,908 | 7.5K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.36% | $556,655 | 9.2K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.36% | $2M | 50.4K | Q3 2025OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.36% | $927,031 | 20.6K | Q3 2025OLDER |
| RHS Financial, LLC$211M AUM | 0.36% | $754,365 | 12.4K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.36% | $73M | 1.20M | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.36% | $936,330 | 15.4K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.36% | $5M | 76.8K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.36% | $1M | 24.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.36% | $555M | 9.15M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.35% | $5.5B | 92.48M | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.35% | $584,502 | 10.1K | Q2 2026 |
| New England Research & Management, Inc.$257M AUM | 0.35% | $806,673 | 15.0K | Q4 2025OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.35% | $2M | 26.0K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.35% | $361,177 | 6.0K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.35% | $409,644 | 6.8K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.35% | $10M | 160.4K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.35% | $2M | 42.0K | Q4 2025OLDER |
| Evansbrook LLC$150M AUM | 0.35% | $522,318 | 8.6K | Q2 2026 |
| TRUSTCO BANK CORP N Y$113M AUM | 0.35% | $392,468 | 6.5K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.35% | $563,863 | 9.3K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.35% | $16M | 357.0K | Q3 2025OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.35% | $998,966 | 16.5K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.35% | $2M | 32.5K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.35% | $1M | 24.7K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.35% | $1M | 22.9K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.35% | $1M | 21.1K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.35% | $391,855 | 6.5K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.35% | $10M | 167.8K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 0.34% | $3M | 48.8K | Q2 2026 |
| Steadtrust LLC$198M AUM | 0.34% | $675,998 | 11.7K | Q2 2026 |
| Ransom Advisory, Ltd$218M AUM | 0.34% | $742,410 | 13.1K | Q4 2025OLDER |
| MFA Wealth Services$151M AUM | 0.34% | $515,356 | 8.5K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.34% | $6M | 98.7K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.34% | $2M | 30.4K | Q1 2026OLDER |
| Hikari Tsushin, Inc.$1.5B AUM | 0.34% | $5M | 81.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.34% | $182M | 3.00M | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.34% | $573,082 | 9.4K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.34% | $69M | 1.14M | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.34% | $379,669 | 6.3K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.34% | $30M | 486.8K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.34% | $3M | 61.8K | Q4 2025OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.34% | $1M | 19.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.34% | $6M | 103.6K | Q1 2026OLDER |
| Haven Capital Group, Inc.$108M AUM | 0.34% | $361,352 | 6.0K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.34% | $208M | 3.42M | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.33% | $12M | 199.1K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.33% | $8M | 146.9K | Q2 2026 |
| Sentry LLC$314M AUM | 0.33% | $1M | 17.2K | Q1 2026OLDER |
| Platt Investment Counsel, LLC$149M AUM | 0.33% | $491,211 | 8.5K | Q2 2026 |
| Inlet Private Wealth, LLC$392M AUM | 0.33% | $1M | 21.1K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.33% | $336,608 | 5.5K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.33% | $5M | 91.1K | Q4 2025OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.32% | $44M | 968.8K | Q3 2025OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.32% | $1M | 18.1K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.32% | $543,788 | 9.0K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.32% | $579,316 | 10.7K | Q4 2025OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.32% | $502,532 | 8.3K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.32% | $5M | 108.4K | Q3 2025OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.32% | $1M | 23.1K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.32% | $2M | 31.1K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.32% | $15M | 252.6K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.32% | $950,689 | 15.7K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.32% | $464,425 | 7.7K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 0.32% | $2M | 26.4K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.32% | $915,985 | 15.9K | Q2 2026 |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.32% | $491,508 | 8.1K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.32% | $441,014 | 7.3K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.32% | $736,352 | 12.1K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.32% | $556,831 | 9.2K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.31% | $595,401 | 9.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.31% | $1M | 24.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.