BNBROOKFIELD CORP
CUSIP 11271J107 · Yahoo Finance ↗ · Google Finance ↗
Brookfield Corp (BN) has 902 institutional holders in Filings Flow’s 13F database, together reporting 1475.68M shares worth $59.2B as of Q1 2026. The largest reported holders are Partners Value Investments L.P., Royal Bank Of Canada, and Vanguard Group Inc.
Institutional Holders
902
Q1 2026
Reported Value
$59.2B
Ticker
BN
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Partners Value Investments L.P.$9.3B AUM | 78.56% | $7.3B | 181.41M | Q1 2026OLDER |
| Pershing Square Capital Management, L.P.$13.7B AUM | 17.62% | $2.4B | 59.70M | Q1 2026OLDER |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC$344M AUM | 16.37% | $56M | 1.39M | Q1 2026OLDER |
| HughesLittle Investment Management Ltd.$511M AUM | 12.20% | $62M | 1.54M | Q1 2026OLDER |
| Argosy-Lionbridge Management, LLC$143M AUM | 12.11% | $17M | 426.5K | Q1 2026OLDER |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA$3.0B AUM | 12.09% | $363M | 8.98M | Q1 2026OLDER |
| JACKSON HILL ADVISORS, LLC$193M AUM | 11.57% | $22M | 553.0K | Q1 2026OLDER |
| Novo Holdings A/S$1.2B AUM | 11.46% | $141M | 3.50M | Q1 2026OLDER |
| AKRE CAPITAL MANAGEMENT LLC$6.1B AUM | 11.23% | $689M | 17.03M | Q1 2026OLDER |
| Maestria Partners LLC$274M AUM | 10.34% | $28M | 699.9K | Q1 2026OLDER |
| BRUNI J V & CO /CO$958M AUM | 8.88% | $85M | 2.10M | Q1 2026OLDER |
| Broad Run Investment Management, LLC$568M AUM | 8.63% | $49M | 1.21M | Q1 2026OLDER |
| Asset Management Advisors, LLC$181M AUM | 8.14% | $15M | 345.5K | Q2 2026 |
| Templeton & Phillips Capital Management, LLC$123M AUM | 7.78% | $10M | 235.7K | Q1 2026OLDER |
| Saraza Management, LP$239M AUM | 7.66% | $18M | 451.5K | Q1 2026OLDER |
| Tsai Capital Corp$134M AUM | 7.47% | $10M | 248.1K | Q1 2026OLDER |
| MCDONALD CAPITAL INVESTORS INC/CA$1.5B AUM | 7.32% | $107M | 2.64M | Q1 2026OLDER |
| CNA FINANCIAL CORP$235M AUM | 6.11% | $14M | 355.0K | Q1 2026OLDER |
| Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM | 5.70% | $79M | 1.96M | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 5.58% | $1.0B | 14.81M | Q3 2025OLDER |
| Ervin Investment Management, LLC$171M AUM | 5.52% | $9M | 233.1K | Q1 2026OLDER |
| Ravenstone Capital Management Inc.$200M AUM | 5.48% | $11M | 271.5K | Q2 2026 |
| Sather Financial Group Inc$1.6B AUM | 5.29% | $86M | 2.13M | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 5.17% | $150M | 3.72M | Q1 2026OLDER |
| CHECK CAPITAL MANAGEMENT INC/CA$3.4B AUM | 5.16% | $177M | 4.38M | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 5.13% | $11M | 265.1K | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 5.10% | $5M | 127.9K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 5.04% | $19M | 423.7K | Q4 2025OLDER |
| America First Investment Advisors, LLC$536M AUM | 4.65% | $25M | 616.0K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 4.45% | $5M | 116.5K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 4.43% | $529M | 13.07M | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 4.31% | $7M | 180.1K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 4.16% | $56M | 1.39M | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 4.07% | $18M | 444.0K | Q1 2026OLDER |
| Third Point LLC$2.1B AUM | 3.91% | $285M | 6.20M | Q4 2025OLDER |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 3.80% | $132M | 3.27M | Q1 2026OLDER |
| LONE PINE CAPITAL LLC$12.5B AUM | 3.62% | $454M | 11.21M | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 3.45% | $128M | 3.17M | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 3.44% | $122M | 2.17M | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 3.44% | $112M | 2.76M | Q1 2026OLDER |
| Moerus Capital Management LLC$271M AUM | 3.41% | $9M | 227.9K | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 3.39% | $7M | 175.4K | Q1 2026OLDER |
| James Hambro & Partners LLP$2.6B AUM | 3.28% | $84M | 2.06M | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 3.19% | $10M | 147.2K | Q3 2025OLDER |
| THIRD AVENUE MANAGEMENT LLC$616M AUM | 3.16% | $19M | 481.5K | Q1 2026OLDER |
| Forge First Asset Management Inc.$218M AUM | 3.15% | $7M | 100.0K | Q3 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 3.11% | $88M | 2.16M | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 3.10% | $139M | 3.44M | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 3.03% | $19M | 445.4K | Q2 2026 |
| Marathon Asset Management Ltd$2.6B AUM | 3.03% | $79M | 1.96M | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 2.94% | $111M | 2.75M | Q1 2026OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 2.85% | $82M | 2.03M | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 2.70% | $18M | 453.3K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 2.63% | $55M | 1.35M | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 2.61% | $940M | 23.27M | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 2.55% | $8M | 206.7K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 2.54% | $1.9B | 46.58M | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 2.54% | $14M | 347.6K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 2.38% | $10M | 243.0K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 2.38% | $29M | 705.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 2.31% | $424M | 10.49M | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 2.30% | $7M | 171.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 2.30% | $27M | 661.4K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 2.25% | $7M | 153.5K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 2.20% | $10M | 236.7K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 2.14% | $109M | 2.70M | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 2.13% | $10M | 258.2K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 2.07% | $6M | 81.6K | Q3 2025OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 2.05% | $4M | 92.6K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 2.03% | $11M | 264.9K | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 2.02% | $11M | 273.8K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 1.98% | $51M | 1.25M | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.95% | $2M | 55.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 1.94% | $540M | 13.39M | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 1.93% | $23M | 563.8K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.91% | $6M | 152.2K | Q1 2026OLDER |
| Warther Private Wealth, LLC$427M AUM | 1.89% | $8M | 199.6K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 1.86% | $3M | 86.4K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 1.84% | $448M | 11.08M | Q1 2026OLDER |
| Soroban Capital Partners LP$51.8B AUM | 1.83% | $263M | 5.75M | Q4 2025OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.81% | $13M | 320.7K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 1.80% | $6M | 152.3K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 1.78% | $18M | 444.0K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 1.76% | $3M | 74.7K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.73% | $21M | 508.8K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 1.65% | $4M | 91.6K | Q2 2026 |
| DAVIS-REA LTD.$384M AUM | 1.65% | $6M | 156.4K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 1.64% | $552M | 13.65M | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.63% | $5M | 124.4K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 1.61% | $142M | 3.52M | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 1.60% | $1.7B | 42.95M | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 1.54% | $7M | 160.9K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.50% | $9M | 227.5K | Q1 2026OLDER |
| PORTLAND INVESTMENT COUNSEL INC.$312M AUM | 1.46% | $5M | 112.7K | Q1 2026OLDER |
| AYAL Capital Advisors Ltd$369M AUM | 1.45% | $5M | 132.0K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 1.43% | $2M | 48.8K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 1.42% | $6M | 154.7K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 1.40% | $571M | 14.10M | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 1.38% | $2.6B | 63.82M | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 1.34% | $27M | 657.5K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 1.34% | $48M | 1.18M | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 1.32% | $2.4B | 59.19M | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 1.30% | $796M | 19.68M | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 1.21% | $3M | 75.2K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 1.20% | $48M | 700.0K | Q3 2025OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 1.20% | $2M | 37.5K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 1.20% | $19M | 410.0K | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 1.19% | $1.5B | 36.21M | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 1.17% | $31M | 452.1K | Q3 2025OLDER |
| PCJ Investment Counsel Ltd.$352M AUM | 1.16% | $4M | 101.0K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 1.16% | $25M | 621.6K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 1.14% | $2M | 56.3K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 1.14% | $9M | 231.5K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 1.10% | $23M | 332.7K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 1.09% | $148M | 3.66M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 1.09% | $621M | 15.34M | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 1.08% | $898M | 22.17M | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 1.06% | $3M | 72.5K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 1.04% | $8M | 198.6K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 1.03% | $2M | 54.5K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 1.00% | $3M | 74.2K | Q1 2026OLDER |
| Manitou Investment Management Ltd.$538M AUM | 1.00% | $5M | 126.4K | Q2 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.90% | $149M | 3.69M | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.88% | $979M | 24.21M | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.87% | $30M | 742.6K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.86% | $78M | 1.70M | Q4 2025OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.85% | $3M | 68.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.83% | $2.2B | 54.79M | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.82% | $4M | 110.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.81% | $4.6B | 113.77M | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.80% | $6M | 156.0K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.78% | $34M | 834.8K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.78% | $5M | 123.4K | Q1 2026OLDER |
| Ravenswood Partners LP$271M AUM | 0.77% | $2M | 51.4K | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.76% | $38M | 937.8K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.76% | $10M | 245.3K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.76% | $3M | 84.2K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.74% | $4M | 103.4K | Q1 2026OLDER |
| Trans-Canada Capital Inc.$1.4B AUM | 0.73% | $12M | 176.0K | Q3 2025OLDER |
| FIL Ltd$128.7B AUM | 0.71% | $911M | 22.47M | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.69% | $19M | 479.7K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.69% | $64M | 1.57M | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 0.69% | $73M | 1.11M | Q3 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.69% | $55M | 1.37M | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.67% | $139M | 3.43M | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.67% | $33M | 804.0K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.67% | $4M | 100.8K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.66% | $41M | 1.02M | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 0.65% | $5M | 135.0K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.64% | $4M | 97.1K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.64% | $446M | 11.02M | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.63% | $106M | 2.62M | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.59% | $132M | 3.25M | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.56% | $4M | 102.9K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 0.56% | $642,466 | 15.9K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.56% | $6M | 157.3K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.55% | $3M | 62.0K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.54% | $655,615 | 16.2K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.52% | $2M | 46.2K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.52% | $3M | 77.6K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 0.51% | $4M | 60.0K | Q3 2025OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.50% | $2M | 38.7K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.50% | $18M | 450.0K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.49% | $507,008 | 12.5K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.49% | $598,919 | 14.8K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.48% | $17M | 431.8K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.47% | $742,567 | 18.3K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.47% | $502,840 | 12.4K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.47% | $11M | 268.0K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.46% | $16M | 402.6K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.46% | $2M | 44.7K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.46% | $495,000 | 12.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.46% | $200M | 4.94M | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.45% | $3.3B | 82.34M | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.44% | $503,759 | 12.4K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.43% | $84M | 2.10M | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 0.43% | $528,417 | 13.1K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 0.43% | $3M | 67.5K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.42% | $3M | 76.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.42% | $19M | 408.3K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.39% | $6M | 142.4K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.38% | $3M | 76.1K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.38% | $3M | 62.4K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.38% | $6M | 149.0K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.38% | $12M | 294.4K | Q1 2026OLDER |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 0.38% | $1M | 18.0K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.37% | $447,558 | 11.1K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.37% | $58M | 1.43M | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 0.37% | $463,098 | 11.4K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.37% | $24M | 603.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.37% | $4,080 | 88.9K | Q4 2025OLDER |
| St. Louis Trust Co$856M AUM | 0.36% | $3M | 76.9K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.36% | $4M | 90.0K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.36% | $1M | 25.5K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.35% | $118M | 2.91M | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.34% | $8M | 206.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.34% | $398M | 9.83M | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.34% | $210M | 5.19M | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.34% | $593,735 | 14.7K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.34% | $7M | 180.1K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.33% | $1M | 29.2K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.32% | $18M | 400.0K | Q3 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.32% | $3M | 63.2K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.32% | $494M | 12.19M | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.32% | $3M | 67.8K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.31% | $2M | 51.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.29% | $171M | 3.74M | Q4 2025OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.29% | $11M | 269.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.29% | $4M | 91.4K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.29% | $5M | 124.5K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.28% | $620,688 | 15.3K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.28% | $2M | 40.6K | Q1 2026OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 0.28% | $461,358 | 11.4K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.28% | $486,078 | 12.0K | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 0.28% | $315,517 | 7.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.27% | $49M | 1.21M | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.27% | $268M | 6.62M | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.27% | $4M | 107.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.27% | $3M | 62.4K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.27% | $417,183 | 10.3K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.26% | $126M | 3.11M | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.26% | $16M | 389.7K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.26% | $6M | 158.4K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 0.25% | $1M | 30.2K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.25% | $2M | 46.0K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.25% | $7M | 167.1K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.25% | $590,134 | 14.6K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.24% | $3M | 57.6K | Q4 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.24% | $479,570 | 11.8K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.23% | $1M | 35.6K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.23% | $938,112 | 6.4K | Q4 2025OLDER |
| Cross Staff Investments Inc$197M AUM | 0.22% | $442,539 | 10.9K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.22% | $5M | 115.0K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.22% | $255,105 | 5.6K | Q4 2025OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.22% | $17M | 421.8K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.22% | $289M | 7.15M | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.22% | $19M | 480.2K | Q1 2026OLDER |
| Laurus Global Equity Management Inc.$102M AUM | 0.22% | $220,926 | 5.5K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.22% | $2M | 48.2K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.21% | $8M | 185.9K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.21% | $338,734 | 8.4K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.21% | $746,068 | 18.4K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.21% | $10M | 249.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.21% | $153M | 3.77M | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 0.20% | $222,475 | 4.8K | Q4 2025OLDER |
| Avanza Fonder AB$3.6B AUM | 0.20% | $7M | 126.8K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.19% | $404,862 | 10.0K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.19% | $637,403 | 15.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.19% | $754M | 18.61M | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.19% | $5M | 70.5K | Q3 2025OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.19% | $62M | 1.52M | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.19% | $1M | 30.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.19% | $344M | 8.49M | Q1 2026OLDER |
| Hikari Tsushin, Inc.$1.5B AUM | 0.18% | $3M | 65.6K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.18% | $343,914 | 8.5K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.18% | $329,911 | 8.2K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.18% | $1M | 32.4K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.17% | $376,798 | 9.1K | Q1 2026OLDER |
| Hosking Partners LLP$2.8B AUM | 0.17% | $5M | 111.8K | Q4 2025OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 0.17% | $2M | 25.5K | Q3 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.17% | $108M | 2.67M | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 0.17% | $437,562 | 10.8K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.17% | $1M | 32.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.17% | $667,350 | 14.1K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.17% | $1M | 33.0K | Q1 2026OLDER |
| Heron Bay Capital Management$1.1B AUM | 0.17% | $885,035 | 19.3K | Q4 2025OLDER |
| Prospera Capital Management, LLC$199M AUM | 0.17% | $347,975 | 5.1K | Q3 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.17% | $21M | 527.0K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.17% | $245,911 | 6.1K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.17% | $2M | 54.1K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.16% | $49M | 1.21M | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.16% | $377,296 | 5.5K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.16% | $1M | 29.6K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.16% | $7M | 184.1K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.16% | $976,177 | 24.1K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.16% | $3M | 72.9K | Q4 2025OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.16% | $31M | 765.8K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.16% | $567,128 | 14.0K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.16% | $17M | 378.8K | Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.16% | $648,248 | 16.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.16% | $4M | 104.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.16% | $8M | 200.9K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.16% | $6M | 145.8K | Q2 2026 |
| waypoint wealth counsel$193M AUM | 0.16% | $422,923 | 9.2K | Q4 2025OLDER |
| HFG Advisors, Inc.$142M AUM | 0.15% | $212,149 | 4.6K | Q4 2025OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 0.15% | $264,067 | 6.5K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.15% | $553,849 | 13.8K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.15% | $7M | 129.3K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.15% | $206,476 | 4.8K | Q2 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.15% | $349,701 | 8.6K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.15% | $1M | 32.6K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.15% | $200,604 | 4.4K | Q1 2026OLDER |
| LOEWS CORP$11.9B AUM | 0.15% | $18M | 435.0K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.14% | $2M | 43.0K | Q1 2026OLDER |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.14% | $3M | 69.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.14% | $6M | 139.0K | Q4 2025OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.14% | $215,058 | 5.3K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.14% | $227,660 | 5.0K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.14% | $5M | 122.4K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.14% | $3M | 84.8K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.14% | $991,110 | 24.5K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.14% | $390,697 | 9.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.14% | $559,214 | 13.8K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.14% | $778,449 | 18.3K | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.14% | $34M | 839.7K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.14% | $350,551 | 8.7K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.13% | $208,996 | 4.6K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.13% | $94M | 2.33M | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.13% | $390,496 | 9.6K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 0.13% | $15M | 266.0K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.13% | $208,341 | 4.5K | Q4 2025OLDER |
| Invst, LLC$886M AUM | 0.13% | $1M | 28.3K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.13% | $2M | 52.1K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.13% | $669,374 | 16.5K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.13% | $572,772 | 14.2K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.13% | $5M | 116.3K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.13% | $61M | 1.51M | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.13% | $533M | 13.18M | Q1 2026OLDER |
| Pembroke Management, LTD$691M AUM | 0.12% | $863,468 | 21.3K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.12% | $424,935 | 10.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.12% | $240,703 | 5.9K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.12% | $71M | 1.76M | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.12% | $210,808 | 5.2K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.12% | $137M | 3.37M | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.12% | $3M | 69.8K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.12% | $351,482 | 8.7K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.12% | $317,082 | 7.8K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 0.12% | $194,782 | 4.8K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.11% | $273,173 | 6.8K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.11% | $569,687 | 14.1K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.11% | $364,594 | 9.0K | Q1 2026OLDER |
| New England Professional Planning Group Inc.$239M AUM | 0.11% | $273,173 | 6.8K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.11% | $311,211 | 7.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.11% | $39M | 959.0K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.11% | $18M | 438.4K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.11% | $575,645 | 14.2K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.11% | $576,333 | 14.2K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.11% | $16M | 383.5K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 0.11% | $910,575 | 22.5K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.11% | $307,005 | 7.6K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.11% | $18M | 451.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.11% | $462M | 11.43M | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.11% | $1M | 27.4K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.11% | $14M | 208.9K | Q3 2025OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.10% | $49M | 1.22M | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.10% | $1M | 31.6K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.10% | $418,617 | 9.8K | Q2 2026 |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.10% | $20M | 487.7K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.10% | $925,792 | 22.9K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.10% | $498,631 | 12.3K | Q1 2026OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 0.10% | $217,394 | 5.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.10% | $46M | 1.15M | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.10% | $43M | 1.10M | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.10% | $112M | 2.76M | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.10% | $1M | 27.5K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.10% | $270,663 | 6.7K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.10% | $9M | 231.7K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.09% | $1M | 16.6K | Q3 2025OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.09% | $3M | 84.8K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.09% | $2M | 33.0K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.09% | $4M | 99.9K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 0.09% | $666,035 | 16.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.09% | $99M | 2.45M | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.09% | $607,090 | 15.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.09% | $869,174 | 21.5K | Q1 2026OLDER |
| EdgePoint Investment Group Inc.$12.5B AUM | 0.09% | $11M | 277.0K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.09% | $234,563 | 5.8K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.09% | $264,593 | 6.5K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.09% | $2M | 46.0K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.09% | $2M | 48.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.09% | $146M | 3.60M | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.09% | $15M | 378.1K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.09% | $19M | 477.5K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.09% | $145,085 | 3.6K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.09% | $665,044 | 16.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.09% | $5M | 121.1K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.09% | $39M | 968.5K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.08% | $101,875 | 2.2K | Q4 2025OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.08% | $217,610 | 4.7K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.08% | $865,370 | 21.4K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.08% | $2M | 49.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.08% | $6M | 137.3K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.08% | $388,928 | 9.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 26.6K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.08% | $325,635 | 7.1K | Q4 2025OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.08% | $11M | 231.9K | Q4 2025OLDER |
| Five Oceans Advisors$276M AUM | 0.08% | $221,282 | 4.8K | Q4 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.08% | $2M | 41.4K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.08% | $31M | 764.4K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.08% | $784,511 | 19.4K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.07% | $334,765 | 8.3K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.07% | $714,946 | 17.7K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.07% | $7M | 183.6K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.07% | $10M | 247.8K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.07% | $448,084 | 11.1K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.07% | $229,626 | 5.3K | Q4 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.07% | $335,144 | 8.3K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.07% | $15M | 360.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.07% | $6M | 146.3K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.07% | $117,020 | 2.5K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.07% | $208,393 | 6.7K | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 88.3K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.07% | $604,134 | 14.9K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.07% | $440,570 | 10.9K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.07% | $311,498 | 7.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.06% | $58M | 1.43M | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $317,467 | 6.9K | Q4 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.06% | $6M | 138.7K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.06% | $1M | 27.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.06% | $961,204 | 20.9K | Q4 2025OLDER |
| CRA Financial Services, LLC$770M AUM | 0.06% | $491,711 | 12.2K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.06% | $480,698 | 10.5K | Q4 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.06% | $187M | 3.63M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.06% | $2.5B | 61.44M | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.06% | $357,512 | 8.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.06% | $4.2B | 92.10M | Q4 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.06% | $281,833 | 7.0K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.06% | $433,960 | 10.7K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.06% | $546,195 | 11.9K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.06% | $26M | 650.3K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 0.06% | $404,700 | 10.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.06% | $2M | 48.3K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.06% | $264,230 | 6.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.06% | $281,239 | 6.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.06% | $216,784 | 4.7K | Q4 2025OLDER |
| Omnia Family Wealth, LLC$373M AUM | 0.06% | $215,833 | 5.1K | Q2 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.06% | $2M | 52.3K | Q4 2025OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.06% | $291,383 | 6.8K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 26.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.06% | $34M | 847.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $5M | 112.2K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.06% | $303,039 | 7.5K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.06% | $357,480 | 8.8K | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.05% | $4M | 88.4K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.05% | $465,364 | 11.5K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.05% | $3M | 75.9K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.05% | $2M | 53.5K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.05% | $14M | 334.7K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.05% | $1M | 34.5K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.05% | $314,917 | 4.6K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.05% | $849M | 20.59M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 106.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.05% | $10M | 259.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $252,330 | 6.2K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 0.05% | $238,975 | 5.9K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.05% | $8M | 201.3K | Q1 2026OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 0.05% | $358,000 | 8.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $3M | 63.1K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.05% | $389,524 | 9.6K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.05% | $502,562 | 11.8K | Q2 2026 |
| FORA Capital, LLC$1.4B AUM | 0.05% | $691,762 | 17.1K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.05% | $728,460 | 18.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.05% | $234,314 | 5.1K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.05% | $150,508 | 3.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.05% | $654,069 | 16.2K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.05% | $230,335 | 5.4K | Q2 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.05% | $347,908 | 8.6K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.05% | $212,104 | 5.2K | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.05% | $4M | 96.3K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.05% | $210,125 | 4.6K | Q4 2025OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.05% | $136,586 | 3.4K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.05% | $402,272 | 9.9K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.05% | $2M | 48.1K | Q4 2025OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.05% | $1M | 34.3K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.05% | $465,178 | 6.8K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.05% | $3M | 76.2K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.05% | $239,341 | 5.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.05% | $396M | 9.79M | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.05% | $4M | 91.4K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.05% | $6M | 144.3K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.04% | $13M | 322.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $379,973 | 9.4K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.04% | $374,202 | 9.3K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.04% | $581,716 | 14.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.04% | $131M | 3.23M | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.04% | $632,364 | 13.8K | Q4 2025OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 0.04% | $233,117 | 5.1K | Q4 2025OLDER |
| Permanent Capital Management, LP$643M AUM | 0.04% | $262,734 | 5.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.04% | $6M | 155.9K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $806,567 | 19.9K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.04% | $5M | 131.9K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.04% | $85,814 | 1.9K | Q4 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.04% | $48,553 | 1.2K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.04% | $282,076 | 7.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $222,369 | 5.7K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.04% | $320,953 | 7.9K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.04% | $2M | 38.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.04% | $190,209 | 4.7K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.04% | $365,550 | 8.6K | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $350,228 | 8.7K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.04% | $765,421 | 11.2K | Q3 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.04% | $456,906 | 11.3K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 0.04% | $577,211 | 14.3K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.04% | $3M | 74.1K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.04% | $349,701 | 8.6K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.04% | $214,765 | 4.7K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.04% | $34M | 853.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.04% | $5M | 117.3K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.04% | $526,110 | 13.0K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.04% | $250,024 | 6.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.