BXBLACKSTONE INC
CUSIP 09260D107 · Yahoo Finance ↗ · Google Finance ↗
Blackstone Inc (BX) has 2,085 institutional holders in Filings Flow’s 13F database, together reporting 523.16M shares worth $60.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,085
Q1 2026
Reported Value
$60.3B
Ticker
BX
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WALNUT PRIVATE EQUITY PARTNERS, LLC$185M AUM | 23.61% | $44M | 371.1K | Q2 2026 |
| Tenere Capital LLC$136M AUM | 15.49% | $66M | 384.5K | Q3 2025OLDER |
| KIDS CAPITAL MANAGEMENT, L.P.$106M AUM | 12.51% | $13M | 115.0K | Q1 2026OLDER |
| Visualize Group LP$243M AUM | 11.56% | $31M | 200.8K | Q4 2025OLDER |
| Highlander Partners, L.P.$256M AUM | 10.74% | $27M | 238.6K | Q1 2026OLDER |
| Cryder Capital Partners LLP$1.5B AUM | 10.45% | $160M | 1.39M | Q1 2026OLDER |
| SurgoCap Partners LP$3.0B AUM | 8.85% | $320M | 2.07M | Q4 2025OLDER |
| Enstar Group LTD$217M AUM | 8.70% | $19M | 164.4K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 8.32% | $14M | 121.9K | Q2 2026 |
| Coalescence Partners Investment Management, LP$463M AUM | 8.12% | $38M | 326.6K | Q1 2026OLDER |
| Heard Capital LLC$1.9B AUM | 7.33% | $142M | 1.23M | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 7.21% | $9M | 79.4K | Q1 2026OLDER |
| Lalia Capital, LLC$158M AUM | 6.61% | $10M | 91.0K | Q1 2026OLDER |
| Kamunting Street Capital Management, L.P.$183M AUM | 5.65% | $10M | 90.0K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 5.54% | $6M | 48.4K | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 5.36% | $260M | 2.26M | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 4.77% | $10M | 86.7K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 4.53% | $171M | 1.31M | Q2 2026 |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 4.33% | $7M | 43.2K | Q4 2025OLDER |
| Arrow Capital Management, LLC$144M AUM | 4.24% | $6M | 53.2K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 4.02% | $11M | 92.3K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 3.92% | $49M | 320.2K | Q4 2025OLDER |
| Spinecap SAS$272M AUM | 3.82% | $10M | 90.5K | Q1 2026OLDER |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$2.2B AUM | 3.69% | $92M | 599.2K | Q4 2025OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 3.65% | $41M | 355.5K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 3.63% | $52M | 451.0K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 3.62% | $38M | 329.4K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 3.54% | $7M | 61.4K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 3.45% | $64M | 552.8K | Q1 2026OLDER |
| Montaka Global Pty Ltd$167M AUM | 3.40% | $6M | 49.5K | Q1 2026OLDER |
| Sentinel Dome Partners, LLC$105M AUM | 3.35% | $4M | 30.6K | Q1 2026OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 3.21% | $36M | 313.1K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 3.16% | $43M | 371.7K | Q1 2026OLDER |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 3.10% | $41M | 265.0K | Q4 2025OLDER |
| Oribel Capital Management, LP$2.3B AUM | 3.02% | $96M | 563.3K | Q3 2025OLDER |
| GFG Capital, LLC$313M AUM | 3.00% | $9M | 81.6K | Q1 2026OLDER |
| 11 Capital Partners LP$348M AUM | 2.99% | $10M | 90.7K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 2.98% | $7M | 59.9K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 2.96% | $36M | 312.7K | Q1 2026OLDER |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 2.79% | $19M | 165.2K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 2.65% | $10M | 55.8K | Q3 2025OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 2.64% | $13M | 110.1K | Q1 2026OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 2.61% | $40M | 345.3K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 2.59% | $22M | 190.0K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 2.51% | $3M | 30.2K | Q1 2026OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 2.49% | $5M | 45.4K | Q1 2026OLDER |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA$3.0B AUM | 2.47% | $74M | 645.1K | Q1 2026OLDER |
| ITHAKA GROUP LLC$482M AUM | 2.45% | $14M | 83.8K | Q3 2025OLDER |
| Incline Global Management LLC$255M AUM | 2.44% | $6M | 54.1K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 2.43% | $155M | 1.35M | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 2.42% | $3M | 25.3K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.41% | $5M | 39.2K | Q1 2026OLDER |
| One Madison Group LLC$866M AUM | 2.40% | $21M | 135.0K | Q4 2025OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 2.38% | $6M | 52.4K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 2.36% | $3M | 30.2K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 2.24% | $51M | 435.8K | Q2 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 2.24% | $15M | 129.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 2.21% | $14M | 117.9K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 2.19% | $33M | 287.1K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 2.16% | $4M | 37.0K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 2.15% | $3M | 22.7K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 2.14% | $4M | 36.4K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 2.14% | $3M | 26.4K | Q2 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 2.13% | $10M | 83.8K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 2.05% | $3M | 25.6K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 1.97% | $11M | 94.5K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 1.97% | $3M | 25.4K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.92% | $2M | 19.5K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 1.92% | $3M | 22.5K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 1.91% | $13M | 110.4K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 1.90% | $2M | 17.7K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 1.89% | $28M | 247.0K | Q1 2026OLDER |
| EDGEWOOD MANAGEMENT LLC$15.5B AUM | 1.87% | $289M | 2.51M | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.81% | $90M | 780.2K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 1.81% | $3M | 26.0K | Q1 2026OLDER |
| Bleichroeder LP$579M AUM | 1.80% | $10M | 90.8K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 1.80% | $25M | 214.9K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 1.77% | $5M | 39.2K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.76% | $29M | 251.0K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 1.75% | $4M | 32.6K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 1.73% | $8M | 67.7K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 1.72% | $3M | 26.4K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 1.72% | $2M | 18.6K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 1.72% | $24M | 141.8K | Q3 2025OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.69% | $4M | 31.0K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 1.68% | $4M | 37.3K | Q2 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 1.67% | $14M | 120.1K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 1.65% | $2M | 31.8K | Q2 2026 |
| BigSur Wealth Management LLC$356M AUM | 1.65% | $6M | 51.0K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 1.64% | $12M | 105.6K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 1.63% | $8M | 48.7K | Q3 2025OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.61% | $2M | 16.6K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 1.59% | $13M | 110.6K | Q2 2026 |
| Penbrook Management LLC$132M AUM | 1.58% | $2M | 18.1K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 1.57% | $7M | 64.7K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 1.55% | $10M | 83.3K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.53% | $4M | 31.9K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 1.53% | $19M | 164.3K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 1.52% | $4M | 32.8K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.51% | $5M | 42.4K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 1.51% | $16,832 | 109.2K | Q4 2025OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 1.51% | $2M | 20.1K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 1.47% | $26M | 227.4K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.42% | $18M | 156.6K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.42% | $2M | 15.4K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 1.41% | $5M | 30.3K | Q4 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 1.40% | $12M | 100.4K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 1.40% | $3M | 29.9K | Q1 2026OLDER |
| THOMAS STORY & SON LLC$261M AUM | 1.40% | $4M | 24.4K | Q4 2025OLDER |
| Sargent Investment Group, LLC$759M AUM | 1.38% | $10M | 90.9K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.37% | $2M | 16.7K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.36% | $2M | 15.6K | Q4 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 1.36% | $11M | 76.5K | Q3 2025OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 1.35% | $3M | 27.3K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 1.34% | $3M | 24.7K | Q1 2026OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 1.33% | $54M | 473.3K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.32% | $4M | 34.6K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 1.30% | $6M | 55.5K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 1.27% | $10M | 60.0K | Q3 2025OLDER |
| Parrish Capital LLC$112M AUM | 1.27% | $1M | 12.4K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.26% | $5M | 39.9K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 1.26% | $9M | 75.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.26% | $7M | 63.0K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.26% | $600M | 5.22M | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 1.25% | $2M | 17.5K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 1.23% | $15M | 128.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 1.23% | $24M | 205.1K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 1.22% | $3M | 29.9K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 1.21% | $8M | 66.7K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 1.20% | $2M | 16.4K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 1.19% | $2,527 | 16.4K | Q4 2025OLDER |
| Steadtrust LLC$198M AUM | 1.19% | $2M | 20.0K | Q2 2026 |
| Towne Trust Company, N.A$311M AUM | 1.19% | $4M | 32.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 1.18% | $20M | 170.0K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 1.18% | $12M | 72.1K | Q3 2025OLDER |
| MARKEL GROUP INC.$11.9B AUM | 1.18% | $141M | 1.23M | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 1.17% | $22M | 193.7K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 1.15% | $4M | 33.0K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.15% | $6M | 53.1K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 1.14% | $5M | 27.1K | Q3 2025OLDER |
| Triangle Securities Wealth Management$441M AUM | 1.14% | $5M | 43.8K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 1.14% | $10M | 84.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 1.14% | $2M | 20.6K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 1.14% | $2M | 14.5K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 1.13% | $10M | 90.4K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 1.12% | $5M | 45.6K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 1.12% | $2M | 16.0K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 1.11% | $38M | 244.3K | Q4 2025OLDER |
| Compass Wealth Management LLC$405M AUM | 1.10% | $4M | 38.6K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 1.10% | $4M | 36.5K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.09% | $3M | 27.5K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 1.08% | $2M | 13.4K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 1.06% | $8M | 72.7K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.06% | $2M | 19.4K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 1.06% | $4M | 21.1K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 1.04% | $617M | 4.00M | Q4 2025OLDER |
| Kercheville Advisors, LLC$313M AUM | 1.04% | $3M | 28.2K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 1.03% | $9M | 78.0K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 1.02% | $2M | 20.1K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 1.02% | $2M | 21.6K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.01% | $3M | 23.8K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 1.01% | $3M | 24.3K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 1.01% | $15M | 127.1K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 1.00% | $70M | 605.6K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 1.00% | $3M | 23.4K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 0.98% | $1M | 9.3K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.97% | $8M | 44.1K | Q3 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.97% | $4M | 33.1K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.97% | $58M | 500.2K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.96% | $5M | 47.7K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 0.96% | $47M | 273.8K | Q3 2025OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.96% | $3M | 26.0K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.96% | $3M | 19.7K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.95% | $82M | 711.3K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 0.95% | $1M | 10.8K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.95% | $2M | 15.1K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.95% | $8M | 69.6K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.95% | $8M | 71.6K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.94% | $1M | 12.7K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.94% | $366M | 3.18M | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.93% | $9M | 77.7K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.93% | $8M | 71.5K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.92% | $4M | 36.9K | Q2 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.92% | $9M | 75.8K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.91% | $1M | 12.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.90% | $13M | 85.2K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.89% | $4M | 37.3K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 0.89% | $3M | 20.0K | Q4 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.87% | $3M | 30.4K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.87% | $3M | 22.8K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.86% | $2M | 17.5K | Q2 2026 |
| Hurley Capital, LLC$187M AUM | 0.85% | $2M | 13.8K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.85% | $11M | 94.7K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 0.85% | $4M | 24.8K | Q4 2025OLDER |
| Platform Technology Partners$519M AUM | 0.84% | $4M | 38.0K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.84% | $2M | 10.0K | Q3 2025OLDER |
| nVerses Capital, LLC$110M AUM | 0.84% | $374,097 | 2.4K | Q4 2025OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.84% | $20M | 176.0K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.83% | $6M | 39.2K | Q4 2025OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 0.83% | $2M | 13.5K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.83% | $2M | 20.4K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.83% | $1M | 10.0K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.82% | $8M | 69.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.82% | $13M | 116.1K | Q1 2026OLDER |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 0.82% | $11M | 66.5K | Q3 2025OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 0.82% | $43M | 376.4K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.81% | $2M | 17.3K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.81% | $6M | 56.4K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.81% | $5M | 45.1K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 0.81% | $2M | 13.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.80% | $937,758 | 6.1K | Q4 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.80% | $24M | 209.2K | Q1 2026OLDER |
| COBALT CAPITAL MANAGEMENT, INC.$179M AUM | 0.79% | $2M | 10.0K | Q3 2025OLDER |
| Next Capital Management LLC$330M AUM | 0.78% | $3M | 22.3K | Q1 2026OLDER |
| ARMOR ADVISORS, L.L.C.$298M AUM | 0.77% | $2M | 20.0K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.77% | $3M | 21.8K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.77% | $2M | 19.7K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.76% | $1M | 10.1K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.75% | $836,092 | 7.3K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.75% | $22M | 195.6K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.74% | $17M | 148.3K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.74% | $39M | 339.5K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.74% | $8M | 71.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.74% | $62M | 537.2K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.73% | $2M | 16.1K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.73% | $4M | 31.8K | Q2 2026 |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.73% | $4M | 28.2K | Q4 2025OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.73% | $3M | 23.3K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.72% | $2M | 14.9K | Q2 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.72% | $1M | 9.5K | Q1 2026OLDER |
| United Bank$301M AUM | 0.70% | $2M | 18.2K | Q1 2026OLDER |
| Buckland Partners Management Co LLC$165M AUM | 0.70% | $1M | 10.0K | Q1 2026OLDER |
| Latash Investments, LLC$129M AUM | 0.69% | $893,932 | 7.8K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.69% | $2M | 16.1K | Q2 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.69% | $5M | 47.1K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.68% | $1M | 9.0K | Q4 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.68% | $897,308 | 7.8K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.68% | $56M | 482.8K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.68% | $3M | 29.9K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 0.68% | $6M | 39.1K | Q4 2025OLDER |
| Bay Rivers Group$293M AUM | 0.68% | $2M | 16.9K | Q2 2026 |
| BAXTER BROS INC$810M AUM | 0.68% | $5M | 47.7K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 0.67% | $1M | 9.4K | Q2 2026 |
| Saiph Capital, LLC$264M AUM | 0.67% | $2M | 15.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.67% | $5M | 70.3K | Q2 2026 |
| Saba Capital Management, L.P.$3.6B AUM | 0.67% | $24M | 211.1K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.67% | $1M | 10.0K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.67% | $6M | 55.8K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.66% | $10M | 87.6K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.66% | $6M | 37.0K | Q4 2025OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.65% | $4M | 31.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.65% | $5M | 41.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.65% | $29M | 224.1K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.65% | $4M | 36.0K | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.65% | $1M | 11.7K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.65% | $849,799 | 7.4K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.64% | $2M | 20.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.64% | $6M | 50.8K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.64% | $57M | 504.2K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.64% | $2M | 19.0K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.64% | $14M | 118.7K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.63% | $2M | 13.9K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.63% | $906,191 | 7.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.62% | $465M | 4.04M | Q1 2026OLDER |
| Steamboat Capital Partners, LLC$403M AUM | 0.62% | $3M | 21.8K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.62% | $160M | 1.40M | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.62% | $3M | 25.0K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.62% | $8M | 72.5K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.61% | $2M | 18.2K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.60% | $15M | 128.0K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.60% | $23M | 199.7K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 0.60% | $3M | 30.2K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.60% | $2M | 17.7K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.59% | $654,554 | 5.7K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 0.59% | $989,604 | 0 | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.59% | $2M | 12.8K | Q2 2026 |
| Marest Capital, LLC$173M AUM | 0.59% | $1M | 6.8K | Q4 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.58% | $2M | 17.3K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.58% | $2M | 19.2K | Q2 2026 |
| Rockline Wealth Management, LLC$460M AUM | 0.58% | $3M | 23.2K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.58% | $66M | 428.3K | Q4 2025OLDER |
| Carson Advisory Inc.$193M AUM | 0.58% | $1M | 9.7K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.58% | $6M | 53.7K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 0.58% | $2M | 9.1K | Q3 2025OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.57% | $1M | 12.3K | Q1 2026OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.57% | $2M | 13.7K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.57% | $4M | 36.0K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.57% | $2M | 16.2K | Q1 2026OLDER |
| III Capital Management$344M AUM | 0.56% | $2M | 16.8K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.56% | $1M | 8.7K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.56% | $6M | 52.0K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.55% | $1M | 7.2K | Q3 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.55% | $12M | 105.0K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.55% | $19M | 167.2K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.54% | $821,101 | 7.0K | Q2 2026 |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.54% | $2M | 18.7K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.54% | $1M | 12.6K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.54% | $2M | 19.6K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.54% | $2M | 17.5K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.53% | $12M | 100.8K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.53% | $863,115 | 7.5K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.53% | $2M | 20.9K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.53% | $48M | 421.6K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.53% | $874,940 | 7.4K | Q2 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.53% | $1M | 11.4K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.53% | $738,176 | 4.8K | Q4 2025OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.53% | $1M | 11.8K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.53% | $569,890 | 5.0K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.52% | $4M | 32.0K | Q2 2026 |
| WIN ADVISORS, INC$219M AUM | 0.52% | $1M | 6.2K | Q3 2025OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.52% | $5M | 43.6K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.52% | $5M | 27.6K | Q3 2025OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.52% | $3M | 23.3K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.52% | $2M | 13.5K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.52% | $3M | 28.9K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.51% | $6M | 49.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.51% | $7M | 61.1K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.51% | $6M | 53.1K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.51% | $104M | 904.0K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.51% | $5M | 43.0K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.51% | $2M | 15.1K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.50% | $3M | 30.3K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 0.50% | $1M | 8.9K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.50% | $926,097 | 8.1K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.50% | $1M | 6.3K | Q4 2025OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.50% | $2M | 21.5K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.50% | $2M | 12.5K | Q4 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.49% | $11M | 64.8K | Q3 2025OLDER |
| ANB BANK$247M AUM | 0.49% | $1M | 10.6K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.49% | $68M | 443.6K | Q4 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.49% | $7M | 56.8K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.49% | $836,437 | 7.3K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.49% | $4M | 33.5K | Q2 2026 |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.49% | $591,147 | 5.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.49% | $2M | 19.4K | Q2 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.48% | $16M | 136.2K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.48% | $4M | 39.2K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.47% | $862,425 | 7.5K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.47% | $2M | 21.7K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.47% | $2M | 11.3K | Q4 2025OLDER |
| Friedenthal Financial$199M AUM | 0.47% | $914,561 | 5.4K | Q3 2025OLDER |
| New Hampshire Trust$496M AUM | 0.47% | $2M | 20.3K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.47% | $908,536 | 7.9K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.46% | $6M | 53.2K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.46% | $568,086 | 4.9K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.46% | $2M | 14.3K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.46% | $16M | 141.5K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.46% | $29M | 249.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.46% | $29M | 248.6K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.46% | $609,447 | 5.3K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.46% | $13M | 117.2K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.46% | $5M | 46.4K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.45% | $1M | 9.9K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.45% | $475,944 | 4.1K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 0.45% | $4M | 23.9K | Q4 2025OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.45% | $459,960 | 4.0K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.45% | $22M | 193.2K | Q1 2026OLDER |
| Fidelity National Financial, Inc.$2.7B AUM | 0.44% | $12M | 105.0K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.44% | $1M | 8.8K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.44% | $1M | 12.6K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.44% | $2M | 15.4K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.44% | $2M | 10.2K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.43% | $8M | 70.4K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.43% | $1M | 10.5K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.43% | $7M | 59.3K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.43% | $568,281 | 4.9K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.43% | $4M | 30.7K | Q2 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.43% | $696,717 | 6.1K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.43% | $4M | 30.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.42% | $8M | 73.7K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.42% | $667,600 | 6.5K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.42% | $1M | 11.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.42% | $34M | 291.8K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.42% | $2M | 14.4K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.42% | $48M | 311.1K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.42% | $1M | 6.6K | Q3 2025OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.42% | $550,457 | 4.8K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.42% | $645,885 | 4.2K | Q4 2025OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.42% | $780,667 | 6.8K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.42% | $2M | 16.2K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.41% | $2M | 14.5K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.41% | $2M | 17.5K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.41% | $603,076 | 5.2K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.41% | $588,923 | 5.1K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.41% | $33M | 286.1K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.41% | $415,229 | 3.6K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.40% | $5M | 46.3K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.40% | $2M | 21.4K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.40% | $895,427 | 7.8K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.40% | $33M | 284.6K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.40% | $676,091 | 5.9K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.40% | $1M | 9.8K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.40% | $4M | 37.6K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.40% | $2M | 17.2K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.40% | $15M | 126.8K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.40% | $6M | 51.8K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.40% | $4M | 35.1K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.39% | $1M | 9.3K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.39% | $1M | 10.5K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.39% | $6M | 48.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.39% | $6M | 55.3K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.39% | $1M | 13.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.39% | $136M | 1.18M | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.39% | $6M | 48.9K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 0.39% | $564,025 | 4.9K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.38% | $10M | 84.4K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.38% | $13M | 116.2K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.38% | $612,495 | 5.2K | Q2 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 0.38% | $2M | 13.0K | Q2 2026 |
| Liontrust Investment Partners LLP$5.9B AUM | 0.38% | $26M | 166.4K | Q4 2025OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.38% | $11M | 94.3K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.38% | $5M | 45.9K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.38% | $524,354 | 4.6K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.38% | $3M | 22.3K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.38% | $909,245 | 7.9K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.38% | $1M | 11.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.38% | $2.5B | 21.36M | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.37% | $825,239 | 4.8K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.37% | $1M | 11.6K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.37% | $2M | 14.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.37% | $480M | 4.18M | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.37% | $3M | 29.7K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.36% | $16M | 135.1K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.36% | $2M | 16.0K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.36% | $698,334 | 6.1K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.36% | $627,146 | 5.5K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.36% | $399,307 | 3.5K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.36% | $1M | 11.3K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.36% | $861,581 | 7.5K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.36% | $481,385 | 4.2K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.35% | $28M | 247.0K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.35% | $9M | 80.8K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.35% | $2M | 20.5K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.35% | $5M | 45.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.35% | $86M | 751.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.34% | $4M | 37.4K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.34% | $1M | 10.6K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.34% | $4M | 31.2K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.34% | $706,787 | 6.1K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.34% | $479,278 | 4.2K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 0.34% | $881,949 | 5.7K | Q4 2025OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.34% | $4M | 38.6K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.33% | $355,150 | 3.1K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.33% | $416,494 | 3.6K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.33% | $871,170 | 7.4K | Q2 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.33% | $11M | 69.2K | Q4 2025OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.33% | $5M | 35.2K | Q4 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.33% | $507,141 | 4.4K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.33% | $2M | 9.0K | Q3 2025OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.33% | $2M | 20.5K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.33% | $3M | 23.0K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.33% | $2M | 13.9K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.33% | $504,921 | 4.4K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.33% | $493,580 | 4.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.33% | $196M | 1.70M | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 0.33% | $8M | 71.7K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.32% | $789,994 | 6.9K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.32% | $942,492 | 5.5K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.32% | $2M | 18.3K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.32% | $2M | 11.3K | Q3 2025OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.32% | $789,425 | 6.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.32% | $289M | 2.51M | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 0.32% | $1M | 12.6K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.32% | $9M | 51.7K | Q3 2025OLDER |
| Trivest Advisors Ltd$1.4B AUM | 0.32% | $7M | 45.4K | Q4 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.32% | $1M | 7.7K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.32% | $1M | 8.9K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 0.32% | $399,935 | 3.5K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.32% | $292,866 | 1.9K | Q4 2025OLDER |
| VCI Wealth Management LLC$361M AUM | 0.32% | $1M | 9.9K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.32% | $724,207 | 6.3K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.31% | $1M | 9.9K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.31% | $3M | 28.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.31% | $1M | 11.7K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.31% | $512,165 | 4.5K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.31% | $1M | 12.4K | Q2 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.31% | $1M | 11.5K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.31% | $736,281 | 6.4K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.31% | $651,774 | 5.5K | Q2 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.31% | $10M | 84.1K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.31% | $351M | 3.06M | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.30% | $8M | 66.5K | Q2 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.30% | $460,995 | 4.0K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.30% | $1M | 9.0K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.30% | $10M | 89.6K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.30% | $508,486 | 4.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.30% | $5.1B | 32.86M | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.30% | $585,521 | 5.1K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.30% | $842,072 | 7.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.30% | $2M | 13.3K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.30% | $663,147 | 5.8K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 0.30% | $453,674 | 2.9K | Q4 2025OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.30% | $1M | 11.5K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.30% | $2M | 14.1K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.30% | $2M | 14.6K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 0.30% | $11M | 69.4K | Q4 2025OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.30% | $1M | 12.1K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.29% | $3M | 26.8K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.29% | $552,240 | 4.5K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.29% | $1M | 9.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.