BNYBANK NEW YORK MELLON CORP
CUSIP 064058100 · Yahoo Finance ↗ · Google Finance ↗
Bank New York Mellon Corp (BNY) has 1,743 institutional holders in Filings Flow’s 13F database, together reporting 572.63M shares worth $65.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,743
Q1 2026
Reported Value
$65.7B
Ticker
BNY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Delta Accumulation, LLC$1.2B AUM | 24.08% | $277M | 2.34M | Q1 2026OLDER |
| LFL Advisers, LLC$332M AUM | 16.40% | $55M | 459.5K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 6.07% | $36M | 248.8K | Q2 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 5.06% | $5M | 43.1K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 4.41% | $22M | 184.7K | Q1 2026OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 4.30% | $62M | 524.7K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 3.74% | $49M | 415.6K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 3.66% | $9M | 80.0K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 3.37% | $5M | 41.3K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 3.21% | $6M | 47.6K | Q1 2026OLDER |
| NWK Group, Inc.$261M AUM | 3.13% | $8M | 68.8K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 2.95% | $1.8B | 15.48M | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 2.88% | $10M | 85.2K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 2.79% | $19M | 163.6K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 2.66% | $29M | 244.5K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 2.56% | $3M | 23.9K | Q3 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 2.52% | $18M | 153.5K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 2.37% | $26M | 219.1K | Q1 2026OLDER |
| Promethos Capital, LLC$372M AUM | 2.35% | $9M | 73.8K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 2.31% | $3M | 25.3K | Q1 2026OLDER |
| PRAGMA GESTAO DE PATRIMONIO LTD$189M AUM | 2.27% | $4M | 36.2K | Q1 2026OLDER |
| Graphene Investments SAS$149M AUM | 2.23% | $3M | 28.0K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 2.20% | $7M | 56.0K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 2.19% | $3M | 22.0K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 2.19% | $15M | 123.4K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.11% | $7M | 62.7K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 2.09% | $16M | 136.9K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 2.05% | $10M | 82.6K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 1.98% | $1.2B | 9.87M | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 1.96% | $7M | 45.7K | Q2 2026 |
| Davis Capital Management$169M AUM | 1.94% | $3M | 22.6K | Q2 2026 |
| Dorsey Wright & Associates$807M AUM | 1.94% | $16M | 131.8K | Q1 2026OLDER |
| VMS Asset Management Limited$164M AUM | 1.92% | $5M | 42.9K | Q4 2025OLDER |
| Western Financial Corp/CA$255M AUM | 1.91% | $5M | 41.2K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 1.79% | $6M | 54.5K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.78% | $17M | 143.2K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.77% | $7M | 56.8K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.77% | $5M | 36.2K | Q2 2026 |
| Councilmark Asset Management, LLC$174M AUM | 1.75% | $3M | 25.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.72% | $3M | 29.3K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 1.70% | $3M | 26.7K | Q4 2025OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 1.69% | $34M | 233.5K | Q2 2026 |
| Murphy Pohlad Asset Management LLC$279M AUM | 1.59% | $4M | 37.5K | Q1 2026OLDER |
| S&G Foundation$1.9B AUM | 1.58% | $30M | 251.0K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 1.57% | $4M | 27.7K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 1.54% | $9M | 60.0K | Q2 2026 |
| DODGE & COX$182.0B AUM | 1.53% | $2.8B | 23.40M | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 1.51% | $4M | 35.8K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 1.45% | $13M | 106.7K | Q1 2026OLDER |
| Dean Capital Management$241M AUM | 1.43% | $3M | 29.1K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.41% | $3M | 22.9K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 1.39% | $5M | 45.0K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 1.36% | $2M | 20.3K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 1.33% | $3M | 20.7K | Q2 2026 |
| Northstar Advisory Group, LLC$269M AUM | 1.32% | $4M | 29.9K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.30% | $16M | 138.3K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.30% | $2M | 17.2K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 1.27% | $3M | 21.4K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.26% | $2M | 14.8K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 1.25% | $22M | 184.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.24% | $37M | 315.3K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 1.23% | $45M | 379.9K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 1.22% | $124M | 1.04M | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.21% | $3M | 25.2K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 1.17% | $2M | 16.7K | Q1 2026OLDER |
| Artemis Investment Management LLP$9.4B AUM | 1.16% | $110M | 925.3K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 1.16% | $8M | 69.6K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 1.10% | $1M | 12.4K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 1.10% | $12M | 98.1K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.10% | $12M | 84.0K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 1.09% | $3M | 28.2K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 1.08% | $38M | 317.2K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 1.08% | $3M | 22.0K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 1.04% | $10M | 82.3K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 1.04% | $40M | 333.9K | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 1.04% | $2M | 17.5K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 1.03% | $13M | 109.0K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 1.02% | $8M | 68.5K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 1.00% | $148M | 1.25M | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.99% | $237M | 1.99M | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.99% | $15M | 130.8K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.99% | $2M | 18.4K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.98% | $26M | 218.6K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.97% | $2M | 13.1K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.97% | $49M | 416.8K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.96% | $2M | 18.0K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.95% | $23M | 191.7K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.94% | $3M | 17.7K | Q2 2026 |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.93% | $8M | 53.2K | Q2 2026 |
| American Assets Investment Management, LLC$1.5B AUM | 0.93% | $14M | 115.0K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.92% | $123M | 1.03M | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.92% | $2M | 13.0K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.90% | $16M | 134.0K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.89% | $7M | 58.5K | Q1 2026OLDER |
| BSN Capital Partners Ltd$1.8B AUM | 0.87% | $18M | 169.5K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.87% | $3M | 28.5K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.86% | $1M | 12.0K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 0.86% | $3M | 29.6K | Q3 2025OLDER |
| Legacy Bridge, LLC$262M AUM | 0.85% | $2M | 18.9K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 0.85% | $12M | 100.2K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.84% | $6M | 48.8K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.84% | $514M | 4.33M | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.83% | $3M | 29.3K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.83% | $5M | 42.7K | Q1 2026OLDER |
| Board of the Pension Protection Fund$109M AUM | 0.82% | $889,725 | 7.5K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.81% | $11M | 95.4K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.81% | $5M | 42.3K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.81% | $101M | 853.8K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.81% | $1M | 8.5K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.81% | $14M | 124.6K | Q3 2025OLDER |
| Sciencast Management LP$785M AUM | 0.81% | $6M | 50.3K | Q4 2025OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.80% | $274M | 2.31M | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.80% | $4M | 34.6K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.80% | $4M | 33.5K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.78% | $2M | 11.4K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.77% | $2M | 14.8K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.77% | $2M | 17.9K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.77% | $1M | 9.1K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.77% | $26M | 216.9K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.76% | $1M | 15.1K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.76% | $8M | 69.1K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.75% | $63M | 528.6K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.75% | $2M | 20.2K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.75% | $11M | 95.3K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.75% | $3M | 26.9K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.74% | $3M | 26.9K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.73% | $2M | 16.2K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.72% | $4M | 29.0K | Q2 2026 |
| Boston Common Asset Management, LLC$1.7B AUM | 0.72% | $12M | 102.7K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.71% | $20M | 171.0K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.70% | $2M | 20.9K | Q3 2025OLDER |
| Arjuna Capital$393M AUM | 0.70% | $3M | 23.2K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.70% | $1M | 12.5K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.70% | $1M | 12.1K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.69% | $10M | 84.1K | Q4 2025OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.68% | $40M | 337.6K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 0.68% | $1M | 9.9K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.68% | $3M | 22.8K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.68% | $35M | 291.7K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.67% | $8M | 69.6K | Q4 2025OLDER |
| Exchange Bank$161M AUM | 0.66% | $1M | 7.4K | Q2 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.66% | $3M | 38.5K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.65% | $6M | 53.8K | Q3 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.65% | $7M | 59.0K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.65% | $4M | 31.9K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.65% | $729,693 | 6.2K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.64% | $867,423 | 7.3K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.64% | $2M | 14.6K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.64% | $2M | 17.0K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.64% | $3M | 26.0K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.64% | $848,734 | 7.3K | Q4 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.64% | $37M | 308.4K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.63% | $4M | 32.8K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.63% | $1M | 9.6K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.62% | $9M | 77.1K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.61% | $2M | 20.2K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.6B AUM | 0.61% | $28M | 194.8K | Q2 2026 |
| KG Capital Management$139M AUM | 0.61% | $849,865 | 7.2K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.61% | $2M | 12.9K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.61% | $982,019 | 8.3K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.60% | $794,956 | 6.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.60% | $4M | 37.5K | Q3 2025OLDER |
| Banque de Luxembourg S.A.$212M AUM | 0.60% | $1M | 8.8K | Q2 2026 |
| Poehling Capital Management, INC.$475M AUM | 0.60% | $3M | 23.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.59% | $1M | 10.0K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.59% | $1M | 9.2K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.58% | $12M | 100.0K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.58% | $1M | 11.8K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.57% | $1M | 8.0K | Q2 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.57% | $6M | 39.1K | Q2 2026 |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.57% | $8M | 71.5K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.57% | $2M | 16.7K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.57% | $222M | 1.87M | Q1 2026OLDER |
| YACKTMAN ASSET MANAGEMENT LP$7.5B AUM | 0.57% | $42M | 357.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.56% | $45M | 380.1K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.54% | $2M | 16.1K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.54% | $640,009 | 5.4K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.54% | $25M | 211.0K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.54% | $623,174 | 4.7K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.54% | $42M | 355.9K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.53% | $2M | 10.7K | Q2 2026 |
| Collaborative Fund Advisors, LLC$162M AUM | 0.53% | $862,915 | 7.3K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 0.53% | $687,461 | 5.8K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.52% | $2M | 16.0K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.51% | $1M | 11.3K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.51% | $361M | 3.04M | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.51% | $620,554 | 5.2K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.51% | $22M | 184.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.51% | $11M | 86.9K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.51% | $1M | 8.3K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.50% | $5M | 47.3K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.50% | $3M | 24.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.49% | $963,969 | 8.8K | Q3 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.49% | $2M | 17.5K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.49% | $649,336 | 4.9K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.48% | $3M | 27.9K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.48% | $2M | 16.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.47% | $11M | 90.2K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.47% | $596,894 | 5.0K | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.47% | $7M | 56.6K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.47% | $697,782 | 5.9K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.46% | $15M | 129.0K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.46% | $807,502 | 6.8K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.46% | $122M | 1.03M | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.45% | $3M | 29.4K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.45% | $2M | 13.1K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.45% | $2M | 19.2K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.45% | $2M | 13.3K | Q2 2026 |
| BAXTER BROS INC$810M AUM | 0.44% | $4M | 30.0K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.44% | $1M | 9.3K | Q2 2026 |
| Permanent Capital Management, LP$643M AUM | 0.44% | $3M | 20.8K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.44% | $658,373 | 5.5K | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 0.42% | $14M | 121.7K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.42% | $11M | 95.2K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.42% | $4M | 29.2K | Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.41% | $1M | 11.2K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.41% | $3M | 27.0K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.41% | $692,233 | 4.6K | Q2 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.40% | $980,422 | 9.0K | Q3 2025OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.40% | $12M | 102.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.40% | $1.7B | 14.53M | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.40% | $1M | 8.5K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.39% | $1M | 9.6K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.39% | $3M | 22.1K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.39% | $3M | 25.6K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.39% | $395,275 | 3.3K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.39% | $60M | 509.8K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.39% | $2M | 16.5K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.38% | $942,278 | 7.9K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.38% | $48M | 408.6K | Q1 2026OLDER |
| LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM | 0.38% | $1M | 8.7K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.38% | $737,060 | 6.2K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.38% | $17M | 145.7K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.38% | $2M | 15.3K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 0.38% | $679,365 | 5.7K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.38% | $24M | 202.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.38% | $173M | 1.46M | Q1 2026OLDER |
| AdviceOne Advisory Services, LLC$177M AUM | 0.38% | $666,023 | 4.6K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.38% | $279M | 2.35M | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.37% | $3M | 26.4K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.37% | $2M | 19.0K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.37% | $2M | 12.7K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.37% | $1M | 10.1K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 0.37% | $438,217 | 3.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.37% | $511M | 4.31M | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.36% | $3M | 26.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.36% | $26M | 220.2K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.36% | $1M | 10.4K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.36% | $14M | 120.3K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.36% | $5M | 45.2K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.36% | $21M | 174.0K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.36% | $527,950 | 3.7K | Q2 2026 |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.35% | $2M | 20.3K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.35% | $2M | 20.3K | Q3 2025OLDER |
| Templeton & Phillips Capital Management, LLC$123M AUM | 0.35% | $427,187 | 3.6K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.35% | $602,954 | 4.2K | Q2 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.35% | $7M | 62.1K | Q4 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.35% | $58M | 500.2K | Q4 2025OLDER |
| Martin Capital Advisors, LLP$158M AUM | 0.35% | $546,291 | 4.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.34% | $525,531 | 4.4K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.34% | $381,395 | 3.2K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.34% | $462,658 | 3.9K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.34% | $1M | 7.8K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.34% | $65M | 550.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.34% | $392,419 | 3.3K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.34% | $2M | 15.0K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.34% | $562,899 | 4.7K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.33% | $7M | 62.2K | Q3 2025OLDER |
| BNP PARIBAS$3.1B AUM | 0.33% | $10M | 87.3K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.33% | $946,074 | 8.0K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.33% | $494,094 | 4.2K | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.33% | $66M | 564.4K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.32% | $940,321 | 7.9K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.32% | $783,907 | 6.6K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.32% | $2M | 12.7K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.32% | $14M | 118.2K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.32% | $1M | 11.8K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.32% | $39M | 329.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.32% | $45M | 375.4K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.31% | $44M | 375.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.31% | $11M | 95.1K | Q4 2025OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.31% | $474,164 | 4.0K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.31% | $792,211 | 6.7K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.31% | $10M | 82.9K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.31% | $3M | 20.0K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.31% | $3M | 29.1K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.31% | $46M | 392.7K | Q4 2025OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.30% | $3M | 22.2K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.30% | $969,823 | 8.2K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.30% | $1M | 9.6K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.30% | $5M | 44.8K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.30% | $686,050 | 5.8K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.30% | $421,348 | 3.9K | Q3 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.30% | $2M | 14.5K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 0.29% | $2M | 17.3K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.29% | $1M | 10.9K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.29% | $418,242 | 3.5K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.29% | $20M | 166.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.29% | $370,482 | 3.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.29% | $20M | 166.3K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.29% | $28M | 237.4K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.29% | $96M | 812.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.29% | $2M | 18.8K | Q1 2026OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 0.29% | $62M | 525.2K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.29% | $20M | 168.3K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.29% | $934,530 | 7.9K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.29% | $4M | 35.8K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.29% | $8M | 70.6K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.28% | $808,165 | 6.8K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.28% | $3M | 24.3K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.28% | $626,366 | 5.3K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.28% | $4M | 26.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.28% | $228M | 1.93M | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.28% | $2M | 16.2K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.28% | $8M | 69.3K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.28% | $44M | 369.3K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 0.28% | $514,323 | 4.3K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.28% | $2M | 13.1K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.28% | $386,140 | 3.3K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.28% | $633,721 | 5.3K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.27% | $506,787 | 4.3K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.27% | $401,088 | 3.4K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.27% | $1M | 12.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.27% | $464,436 | 3.9K | Q1 2026OLDER |
| BROOKTREE CAPITAL MANAGEMENT$126M AUM | 0.27% | $339,282 | 2.9K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.27% | $582,494 | 4.9K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.27% | $266,680 | 2.2K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.26% | $316,067 | 2.7K | Q2 2026 |
| S&T BANK/PA$268M AUM | 0.26% | $705,849 | 6.0K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.26% | $20M | 168.8K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.26% | $872,866 | 6.0K | Q2 2026 |
| Stephenson & Company, Inc.$184M AUM | 0.26% | $466,682 | 4.0K | Q4 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.25% | $6M | 48.2K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.25% | $281,860 | 2.3K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.25% | $2M | 13.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.25% | $720,879 | 6.6K | Q3 2025OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.25% | $850,590 | 7.2K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.25% | $95M | 800.7K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.25% | $1M | 10.5K | Q3 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.24% | $2M | 17.9K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.24% | $501,859 | 4.2K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.24% | $309,506 | 2.6K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.24% | $4M | 35.4K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.24% | $490,416 | 4.1K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.24% | $2M | 19.7K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.24% | $396,086 | 2.7K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.24% | $3M | 22.8K | Q2 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.24% | $575,000 | 4.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.24% | $5M | 39.0K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.24% | $677,496 | 5.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.24% | $48M | 403.1K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.24% | $301M | 2.53M | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.24% | $514,146 | 6.7K | Q4 2025OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.24% | $860,898 | 7.3K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.23% | $3M | 28.8K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.23% | $724,973 | 6.1K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.23% | $960,051 | 8.1K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.23% | $3M | 26.5K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.23% | $237,260 | 2.0K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.23% | $96M | 809.5K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.23% | $1M | 11.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.23% | $503M | 4.30M | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.23% | $109M | 920.2K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.23% | $10M | 88.0K | Q3 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.23% | $4M | 32.9K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.23% | $281,170 | 2.4K | Q4 2025OLDER |
| HF Advisory Group, LLC$323M AUM | 0.23% | $736,442 | 5.1K | Q2 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.23% | $592,794 | 5.0K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.22% | $3M | 23.6K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.22% | $333,326 | 2.3K | Q2 2026 |
| Emissary Wealth LLC$107M AUM | 0.22% | $234,650 | 2.0K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.22% | $4M | 37.4K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.22% | $708,192 | 6.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.22% | $60M | 510.0K | Q2 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.22% | $55M | 467.0K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.22% | $313,302 | 2.6K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.22% | $465,741 | 3.9K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.22% | $518,176 | 4.4K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.22% | $403,761 | 3.5K | Q4 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.22% | $6M | 48.3K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.22% | $52M | 435.7K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.21% | $432,288 | 3.6K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.21% | $292,779 | 2.5K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.21% | $325,281 | 2.8K | Q4 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.21% | $2M | 19.5K | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.21% | $181M | 1.53M | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.21% | $285,581 | 2.5K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.21% | $772M | 6.51M | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.21% | $641,362 | 5.4K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.21% | $830,410 | 7.0K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.21% | $535,970 | 4.5K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.21% | $931,008 | 7.8K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.20% | $2M | 17.3K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.20% | $310,912 | 2.1K | Q2 2026 |
| Polar Capital Holdings Plc$28.2B AUM | 0.20% | $58M | 485.2K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.20% | $611,300 | 5.2K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.20% | $213,534 | 1.8K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.20% | $938,482 | 7.9K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.20% | $15M | 122.5K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.20% | $266M | 2.24M | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.20% | $12M | 102.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.20% | $1.1B | 8.99M | Q2 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.20% | $451,176 | 3.8K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.20% | $369,177 | 3.1K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.20% | $17M | 141.2K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.20% | $1M | 8.7K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.20% | $717M | 6.05M | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.19% | $300,964 | 2.5K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.19% | $5M | 43.7K | Q3 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.19% | $851,342 | 7.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.19% | $7M | 46.5K | Q2 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.19% | $1M | 7.1K | Q2 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.19% | $1M | 8.6K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.19% | $2M | 13.4K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.19% | $895,664 | 6.2K | Q2 2026 |
| Ellevest, Inc.$719M AUM | 0.19% | $1M | 11.5K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.19% | $819,378 | 6.9K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.19% | $1M | 9.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.19% | $905M | 7.63M | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.19% | $7M | 56.9K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.19% | $1M | 11.7K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.19% | $6M | 56.3K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.19% | $10M | 82.7K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 0.19% | $10M | 83.3K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.19% | $4M | 36.5K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.19% | $47M | 397.7K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.18% | $8M | 67.3K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.18% | $89M | 752.0K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.18% | $249,483 | 1.9K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.18% | $280,512 | 2.4K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.18% | $499,195 | 4.2K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 0.18% | $254,818 | 2.2K | Q4 2025OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.18% | $626,011 | 5.3K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.18% | $258,139 | 2.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.18% | $873,245 | 7.4K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.18% | $2M | 17.7K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.18% | $2M | 15.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.18% | $2M | 18.3K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.18% | $275,340 | 2.3K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.18% | $785,093 | 6.6K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.18% | $11M | 96.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.18% | $64,662 | 557 | Q4 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.18% | $1M | 8.8K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 0.18% | $264,861 | 2.3K | Q4 2025OLDER |
| Benin Management CORP$445M AUM | 0.18% | $784,737 | 6.6K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.18% | $41M | 347.8K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.18% | $1M | 11.8K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.17% | $223,855 | 1.9K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.17% | $362,533 | 3.1K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.17% | $29M | 246.0K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.17% | $2M | 18.6K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.17% | $240,107 | 2.0K | Q1 2026OLDER |
| Cooper Capital Advisors LLC$143M AUM | 0.17% | $246,122 | 2.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.17% | $99M | 831.6K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.17% | $672,869 | 5.7K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.17% | $711,068 | 6.0K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 0.17% | $269,053 | 2.3K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.17% | $2M | 20.5K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.17% | $1M | 8.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.17% | $4M | 30.5K | Q2 2026 |
| Income Insurance Ltd$147M AUM | 0.17% | $251,140 | 2.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.17% | $3.2B | 27.33M | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.17% | $1M | 9.7K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$609M AUM | 0.17% | $1M | 7.2K | Q2 2026 |
| Avanza Fonder AB$3.6B AUM | 0.17% | $6M | 51.7K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.17% | $17M | 145.3K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.17% | $21M | 179.8K | Q4 2025OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.17% | $264,217 | 2.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.16% | $1M | 9.7K | Q3 2025OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.16% | $23M | 197.0K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.16% | $320,301 | 2.7K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $268,147 | 2.3K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.16% | $8M | 68.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.16% | $162M | 1.37M | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.16% | $17M | 145.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.16% | $7M | 56.0K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.16% | $255,648 | 2.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.16% | $465,030 | 3.9K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.16% | $478,909 | 4.0K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.16% | $763,168 | 6.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.16% | $687M | 5.79M | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.16% | $2M | 20.7K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.16% | $560,171 | 4.7K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.16% | $2M | 15.4K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.16% | $7M | 60.7K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.16% | $728,027 | 6.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.16% | $146M | 1.23M | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.16% | $50M | 422.6K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.16% | $1M | 12.3K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM | 0.16% | $5M | 38.0K | Q2 2026 |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.15% | $6M | 48.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.15% | $9M | 79.9K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.15% | $852,950 | 7.2K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.15% | $28M | 195.4K | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.15% | $6M | 53.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.15% | $5M | 38.9K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.15% | $389,700 | 3.3K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.15% | $18M | 154.5K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.15% | $998,034 | 8.4K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.15% | $324,584 | 2.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.