CATCATERPILLAR INC
CUSIP 149123101 · Yahoo Finance ↗ · Google Finance ↗
Caterpillar Inc (CAT) has 3,707 institutional holders in Filings Flow’s 13F database, together reporting 330.61M shares worth $221.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.
Institutional Holders
3,707
Q1 2026
Reported Value
$221.9B
Ticker
CAT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DRH Investments, Inc.$123M AUM | 17.42% | $21M | 30.3K | Q1 2026OLDER |
| GATES FOUNDATION TRUST$31.7B AUM | 14.22% | $4.5B | 6.35M | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 8.40% | $42M | 58.9K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 8.13% | $10.3B | 14.56M | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 7.97% | $12M | 16.8K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 7.28% | $27M | 38.0K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 5.98% | $11M | 15.9K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 5.50% | $19M | 26.1K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 5.42% | $12M | 16.5K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 5.40% | $65M | 137.2K | Q3 2025OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 5.21% | $8M | 11.2K | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 5.21% | $26M | 24.2K | Q2 2026 |
| Boit C F David$225M AUM | 5.19% | $12M | 16.5K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 5.08% | $12M | 16.5K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 4.95% | $8M | 7.5K | Q2 2026 |
| Forty-three Eighteen Advisors, LLC$133M AUM | 4.95% | $7M | 9.3K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 4.92% | $10M | 14.4K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 4.63% | $840M | 1.19M | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 4.49% | $10M | 13.8K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 4.44% | $15M | 20.8K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 4.41% | $9M | 12.8K | Q1 2026OLDER |
| Alphinity Investment Management Pty Ltd$5.7B AUM | 4.39% | $249M | 351.6K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 4.30% | $15M | 14.2K | Q2 2026 |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 4.28% | $29M | 40.8K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 4.27% | $7M | 9.6K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 4.25% | $8M | 11.3K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 4.24% | $9M | 12.8K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 4.21% | $9M | 13.3K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 4.21% | $13M | 18.7K | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 4.19% | $14M | 19.7K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 4.17% | $15M | 21.8K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 4.16% | $6M | 9.1K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 4.09% | $9M | 13.4K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 4.06% | $33M | 46.1K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 4.04% | $5M | 7.7K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 4.01% | $7M | 10.3K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 4.00% | $12M | 16.5K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 3.93% | $27M | 38.7K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 3.90% | $9M | 12.8K | Q1 2026OLDER |
| Tenere Capital LLC$136M AUM | 3.86% | $5M | 7.4K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 3.81% | $46M | 65.4K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 3.79% | $17M | 24.3K | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 3.78% | $8M | 10.8K | Q1 2026OLDER |
| Regents Gate Capital LLP$469M AUM | 3.77% | $18M | 24.9K | Q1 2026OLDER |
| Minneapolis Portfolio Management Group, LLC$942M AUM | 3.74% | $35M | 49.8K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 3.72% | $49M | 69.6K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 3.65% | $28M | 39.7K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 3.61% | $5M | 7.6K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 3.54% | $7M | 10.0K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 3.52% | $39M | 54.5K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 3.50% | $14M | 19.7K | Q1 2026OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 3.46% | $10M | 14.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 3.46% | $11M | 15.4K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 3.46% | $46M | 64.4K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 3.41% | $9M | 12.5K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 3.41% | $9M | 13.4K | Q1 2026OLDER |
| Overbrook Management Corp$529M AUM | 3.40% | $18M | 25.4K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 3.37% | $4M | 5.0K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 3.31% | $35M | 48.9K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 3.30% | $29M | 40.9K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 3.27% | $15M | 20.7K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 3.23% | $3M | 4.9K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 3.16% | $21M | 29.8K | Q1 2026OLDER |
| Tribune Investment Group LP$261M AUM | 3.13% | $8M | 11.5K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 3.12% | $7M | 9.7K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 3.07% | $10M | 14.4K | Q1 2026OLDER |
| Mercuria Capital Strategies, LLC$262M AUM | 3.06% | $5M | 9.4K | Q4 2025OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 3.04% | $9M | 13.3K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 3.04% | $6M | 8.7K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 3.01% | $7M | 9.6K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 2.99% | $5M | 6.9K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 2.97% | $7M | 9.7K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 2.96% | $36M | 50.5K | Q1 2026OLDER |
| Paralel Advisors LLC$2.4B AUM | 2.94% | $71M | 100.0K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 2.91% | $3M | 4.6K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 2.90% | $10M | 9.5K | Q2 2026 |
| McLaughlin Asset Management, Inc.$105M AUM | 2.90% | $3M | 4.3K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 2.90% | $20M | 27.9K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 2.90% | $42M | 74.2K | Q4 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 2.84% | $23M | 33.0K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 2.84% | $5M | 7.4K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 2.82% | $4M | 5.6K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 2.77% | $4M | 6.8K | Q4 2025OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 2.77% | $18M | 25.2K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.76% | $27M | 37.8K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 2.75% | $4M | 5.9K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 2.74% | $12M | 17.6K | Q1 2026OLDER |
| DKRT Investments Corp.$395M AUM | 2.69% | $11M | 15.0K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 2.68% | $3M | 4.8K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 2.67% | $4M | 5.2K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 2.67% | $3M | 3.2K | Q2 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 2.66% | $11M | 16.1K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 2.66% | $21M | 500.9K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 2.66% | $3M | 4.6K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.65% | $24M | 33.9K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 2.64% | $41M | 57.7K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 2.63% | $7M | 9.5K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 2.63% | $31M | 44.4K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 2.62% | $11M | 15.8K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 2.57% | $31M | 29.5K | Q2 2026 |
| Greenfield Savings Bank$264M AUM | 2.56% | $7M | 6.3K | Q2 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 2.55% | $9M | 12.1K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 2.54% | $108M | 152.0K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 2.52% | $43M | 61.1K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 2.52% | $5M | 6.5K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 2.51% | $3M | 3.6K | Q1 2026OLDER |
| Pinnacle Holdings, LLC$309M AUM | 2.50% | $8M | 10.9K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 2.48% | $4M | 6.0K | Q1 2026OLDER |
| Generali Powszechne Towarzystwo Emerytalne$566M AUM | 2.46% | $14M | 25.1K | Q4 2025OLDER |
| Applied Capital LLC/FL$212M AUM | 2.46% | $4M | 7.2K | Q4 2025OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 2.46% | $72M | 125.2K | Q4 2025OLDER |
| Monument Capital Management$399M AUM | 2.45% | $10M | 13.8K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 2.43% | $5M | 6.8K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 2.42% | $9M | 12.3K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 2.41% | $7M | 6.2K | Q2 2026 |
| Victrix Investment Advisors$239M AUM | 2.40% | $6M | 5.4K | Q2 2026 |
| Citizens National Bank Trust Department$601M AUM | 2.40% | $14M | 20.3K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 2.38% | $7M | 10.4K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 2.38% | $296M | 418.3K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 2.37% | $5M | 7.2K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 2.36% | $6M | 8.2K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 2.35% | $6.9B | 9.78M | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 2.34% | $3M | 4.9K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 2.32% | $3M | 3.5K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 2.30% | $74M | 104.5K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 2.30% | $7M | 10.5K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 2.29% | $3M | 3.14M | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 2.28% | $8M | 17.2K | Q3 2025OLDER |
| First Dallas Securities Inc.$270M AUM | 2.27% | $6M | 8.7K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 2.25% | $4M | 5.3K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 2.24% | $7M | 10.3K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 2.24% | $11M | 15.1K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 2.22% | $5M | 7.7K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 2.22% | $7M | 7.0K | Q2 2026 |
| HOLDERNESS INVESTMENTS CO$498M AUM | 2.21% | $11M | 15.6K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 2.20% | $7M | 7.7K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 2.20% | $12M | 17.6K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 2.20% | $14M | 19.8K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 2.18% | $5M | 7.3K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 2.18% | $7M | 9.8K | Q1 2026OLDER |
| BLACKHILL CAPITAL INC$1.9B AUM | 2.17% | $42M | 59.5K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 2.17% | $8M | 11.1K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 2.17% | $5M | 9.5K | Q3 2025OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 2.16% | $101M | 142.2K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 2.16% | $32M | 45.0K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 2.16% | $4M | 5.8K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 2.16% | $3M | 3.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 2.14% | $48M | 68.0K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 2.11% | $3M | 4.9K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 2.10% | $7M | 9.5K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 2.09% | $5M | 7.7K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 2.07% | $5M | 7.7K | Q1 2026OLDER |
| Crown Oak Advisors, LLC$199M AUM | 2.07% | $4M | 5.8K | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 2.05% | $5M | 6.6K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 2.05% | $2M | 2.9K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 2.04% | $14M | 19.6K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 2.03% | $5M | 4.6K | Q2 2026 |
| Columbia Asset Management$525M AUM | 2.03% | $11M | 15.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 2.02% | $9M | 12.4K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 2.02% | $3M | 4.3K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 2.02% | $46M | 65.3K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 2.02% | $2M | 3.0K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 2.01% | $16M | 22.7K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 2.00% | $5M | 6.5K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 2.00% | $2M | 2.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 2.00% | $54M | 50.5K | Q2 2026 |
| Electron Capital Partners, LLC$2.6B AUM | 1.99% | $43M | 74.8K | Q4 2025OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 1.99% | $3M | 4.5K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 1.98% | $13M | 18.6K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 1.98% | $4M | 3.4K | Q2 2026 |
| Fairfield Financial Advisors, LTD$290M AUM | 1.98% | $6M | 8.1K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 1.98% | $6M | 8.3K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.98% | $14M | 20.4K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 1.97% | $29M | 41.5K | Q1 2026OLDER |
| Telemark Asset Management, LLC$1.1B AUM | 1.96% | $21M | 30.0K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.96% | $8M | 10.7K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 1.95% | $17M | 24.5K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 1.95% | $233M | 328.6K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 1.94% | $5M | 6.6K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.94% | $2M | 3.5K | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 1.93% | $4M | 5.4K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 1.93% | $26M | 37.0K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.92% | $35M | 49.7K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 1.92% | $8M | 11.9K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.91% | $2M | 3.0K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.91% | $33M | 46.1K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 1.90% | $5M | 6.8K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 1.89% | $4M | 6.2K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.89% | $4M | 6.1K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$665M AUM | 1.88% | $12M | 11.7K | Q2 2026 |
| Oribel Capital Management, LP$2.3B AUM | 1.87% | $43M | 60.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 1.86% | $28M | 40.1K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 1.86% | $27M | 38.0K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 1.85% | $13M | 18.7K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 1.85% | $7M | 9.7K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 1.85% | $7M | 10.5K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 1.84% | $3M | 4.4K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 1.84% | $19M | 27.2K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 1.84% | $2M | 3.1K | Q1 2026OLDER |
| CNB Bank$238M AUM | 1.83% | $4M | 6.2K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 1.81% | $224M | 316.2K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 1.81% | $24M | 33.8K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 1.81% | $10M | 13.7K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 1.81% | $40M | 56.6K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 1.80% | $3M | 4.3K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 1.80% | $5M | 7.4K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 1.80% | $8M | 7.4K | Q2 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 1.80% | $3M | 4.3K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.79% | $8M | 11.3K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 1.77% | $2M | 2.9K | Q2 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 1.77% | $12M | 17.4K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 1.77% | $2M | 3.2K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 1.76% | $14M | 19.9K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.75% | $4M | 6.1K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 1.75% | $4M | 5.1K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 1.74% | $5M | 4.4K | Q2 2026 |
| Busey Bank$3.7B AUM | 1.74% | $64M | 90.3K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 1.73% | $5M | 6.8K | Q1 2026OLDER |
| Albar Capital Partners LLP$618M AUM | 1.73% | $11M | 15.1K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 1.72% | $29M | 41.3K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 1.72% | $4M | 4.2K | Q2 2026 |
| Wellington Shields & Co., LLC$392M AUM | 1.71% | $7M | 9.5K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.71% | $8M | 10.8K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 1.71% | $3M | 3.8K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 1.71% | $6M | 8.2K | Q1 2026OLDER |
| Alight Capital Management LP$417M AUM | 1.70% | $7M | 10.0K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.69% | $8M | 10.7K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 1.69% | $60M | 125.0K | Q3 2025OLDER |
| McGuire Investment Group, LLC$885M AUM | 1.69% | $15M | 21.1K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 1.68% | $11M | 15.3K | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 1.67% | $4M | 7.5K | Q3 2025OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 1.66% | $3M | 4.3K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 1.66% | $2M | 2.2K | Q2 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 1.66% | $3M | 4.3K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.66% | $2M | 3.3K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 1.65% | $4M | 5.3K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 1.65% | $3M | 3.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.63% | $7M | 9.9K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.63% | $8M | 11.4K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 1.63% | $2M | 2.3K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 1.62% | $6M | 8.9K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 1.61% | $26M | 36.3K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.61% | $6M | 8.9K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.60% | $14M | 20.0K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.60% | $4M | 5.1K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 1.59% | $2M | 2.4K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 1.59% | $10M | 13.7K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 1.59% | $3M | 2.4K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 1.59% | $30M | 42.7K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 1.58% | $3M | 3.7K | Q1 2026OLDER |
| Menard Financial Group LLC$143M AUM | 1.58% | $2M | 3.2K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 1.57% | $2M | 2.8K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 1.57% | $10M | 14.7K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 1.57% | $10M | 12.4K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 1.56% | $8M | 11.2K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 1.55% | $4M | 5.6K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 1.55% | $3M | 4.4K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 1.54% | $2M | 3.2K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 1.54% | $4M | 6.2K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 1.53% | $18M | 26.1K | Q1 2026OLDER |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 1.52% | $6M | 8.5K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.51% | $2M | 2.1K | Q2 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 1.51% | $3M | 4.2K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 1.51% | $3M | 3.6K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 1.49% | $3M | 4.1K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 1.49% | $31M | 43.8K | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 1.48% | $24M | 34.1K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 1.48% | $7M | 10.5K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 1.48% | $7M | 9.3K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 1.47% | $5M | 7.2K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 1.46% | $21M | 30.0K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 1.46% | $2M | 2.8K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 1.44% | $2M | 2.0K | Q2 2026 |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 1.44% | $22M | 30.6K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 1.44% | $2M | 2.9K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 1.44% | $3M | 3.5K | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 1.44% | $3M | 2.5K | Q2 2026 |
| FORA Capital, LLC$1.4B AUM | 1.44% | $20M | 27.7K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.44% | $16M | 14.9K | Q2 2026 |
| Rockline Wealth Management, LLC$460M AUM | 1.43% | $7M | 9.3K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 1.43% | $3M | 4.0K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 1.42% | $3M | 2.8K | Q2 2026 |
| TOWER TRUST & INVESTMENT Co$165M AUM | 1.42% | $2M | 2.2K | Q2 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 1.42% | $2M | 2.9K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 1.41% | $3M | 4.3K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 1.41% | $7M | 9.4K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 1.40% | $5M | 7.3K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 1.40% | $20M | 18.5K | Q2 2026 |
| Stillwater Wealth Management Group$162M AUM | 1.40% | $2M | 3.2K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 1.40% | $463M | 660.4K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 1.39% | $8M | 11.1K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.39% | $7M | 10.2K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.38% | $2M | 3.7K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 1.38% | $110M | 155.8K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 1.37% | $3M | 4.2K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 1.37% | $1M | 2.4K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 1.37% | $2M | 2.4K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 1.37% | $8M | 10.7K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.37% | $19M | 27.4K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 1.36% | $4M | 5.1K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 1.35% | $7M | 9.8K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 1.35% | $9M | 8.4K | Q2 2026 |
| MOKAN Wealth Management Inc.$226M AUM | 1.34% | $3M | 4.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 1.34% | $16M | 15.0K | Q2 2026 |
| BRADY FAMILY WEALTH, LLC$321M AUM | 1.34% | $4M | 6.1K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 1.34% | $2M | 2.2K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 1.34% | $5M | 4.7K | Q2 2026 |
| Counterweight Ventures, LLC$178M AUM | 1.33% | $2M | 3.4K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 1.33% | $3M | 3.0K | Q2 2026 |
| Providence Financial Advisors, LLC$175M AUM | 1.33% | $2M | 3.3K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 1.33% | $5M | 7.3K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 1.33% | $2M | 3.3K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 1.33% | $2M | 3.4K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 1.32% | $3M | 4.1K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.32% | $2M | 2.5K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.31% | $11M | 15.9K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 1.31% | $3M | 4.7K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 1.31% | $2M | 2.9K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 1.31% | $5M | 7.7K | Q1 2026OLDER |
| Hel Ved Capital Management Ltd$844M AUM | 1.31% | $5M | 8.5K | Q4 2025OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.31% | $6M | 8.8K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 1.30% | $10M | 14.6K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 1.30% | $7M | 6.2K | Q2 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 1.30% | $35M | 50.1K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 1.29% | $4M | 5.5K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 1.29% | $3M | 2.4K | Q2 2026 |
| Blue Edge Capital, LLC$753M AUM | 1.29% | $10M | 13.7K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 1.28% | $9M | 12.7K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.28% | $11M | 15.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 1.28% | $4M | 6.2K | Q1 2026OLDER |
| Pinnacle Wealth Management, LLC$148M AUM | 1.27% | $2M | 2.7K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 1.26% | $4M | 6.2K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 1.26% | $29M | 50.4K | Q4 2025OLDER |
| Wharton Business Group, LLC$2.6B AUM | 1.26% | $33M | 47.1K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 1.25% | $7M | 9.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 1.25% | $4M | 5.6K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.25% | $38M | 53.0K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 1.25% | $4M | 6.0K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 1.25% | $7M | 9.7K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 1.25% | $19M | 26.3K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 1.24% | $2M | 3.4K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 1.24% | $3M | 4.3K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.24% | $8M | 10.8K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 1.24% | $40M | 55.3K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 1.24% | $6M | 6.0K | Q2 2026 |
| CVFG LLC$804M AUM | 1.23% | $10M | 14.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 1.23% | $9M | 12.6K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 1.22% | $2M | 2.7K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 1.22% | $3M | 4.2K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 1.22% | $27M | 37.7K | Q1 2026OLDER |
| BCM ADVISORS, LLC$507M AUM | 1.22% | $6M | 7.0K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 1.22% | $7M | 9.5K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 1.21% | $16M | 23.2K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.21% | $4M | 6.1K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 1.21% | $5M | 7.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 1.20% | $3M | 3.1K | Q2 2026 |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 1.19% | $4M | 5.7K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 1.19% | $6M | 9.2K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 1.19% | $14M | 19.5K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 1.19% | $3M | 3.9K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 1.19% | $3M | 2.6K | Q2 2026 |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.18% | $1M | 1.7K | Q1 2026OLDER |
| RH Tailwind Management, LLC$781M AUM | 1.18% | $9M | 13.0K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 1.18% | $8M | 11.7K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 1.17% | $2M | 3.5K | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.17% | $45M | 42.5K | Q2 2026 |
| Burford Brothers, Inc.$244M AUM | 1.17% | $3M | 4.0K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 1.17% | $3M | 4.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.17% | $10M | 14.7K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.17% | $4M | 5.3K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 1.16% | $31M | 44.3K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.16% | $13M | 18.4K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 1.16% | $5M | 7.2K | Q1 2026OLDER |
| United Bank$301M AUM | 1.16% | $3M | 4.9K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.16% | $35M | 49.3K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.16% | $6M | 8.9K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 1.15% | $1M | 2.0K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 1.15% | $10M | 14.2K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 1.15% | $3M | 3.7K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 1.14% | $73M | 103.7K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 1.14% | $5M | 4.6K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 1.14% | $4M | 5.4K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 1.13% | $5M | 6.9K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 1.13% | $2M | 2.5K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.13% | $3M | 3.9K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 1.12% | $4M | 5.5K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 1.12% | $2M | 3.4K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.12% | $8M | 10.7K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.12% | $3M | 4.5K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 1.12% | $1M | 1.8K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 1.12% | $5M | 7.3K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 1.12% | $77M | 109.3K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 1.12% | $7M | 9.5K | Q1 2026OLDER |
| TrustBank$258M AUM | 1.11% | $3M | 4.0K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 1.10% | $3M | 4.6K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.10% | $7M | 10.4K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.10% | $9M | 8.6K | Q2 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.10% | $20M | 28.6K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 1.10% | $4M | 5.4K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 1.10% | $2M | 1.8K | Q2 2026 |
| Sun Financial Inc$200M AUM | 1.09% | $2M | 2.4K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 1.09% | $2M | 2.2K | Q2 2026 |
| Prospera Financial Services Inc$6.2B AUM | 1.09% | $68M | 95.4K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 1.09% | $63M | 88.6K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 1.09% | $2M | 2.9K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 1.08% | $7M | 10.4K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 1.08% | $3M | 4.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 1.07% | $1M | 1.7K | Q1 2026OLDER |
| VAQUERO PRIVATE WEALTH, LTD$486M AUM | 1.07% | $5M | 4.9K | Q2 2026 |
| Nordwand Advisors, LLC$572M AUM | 1.07% | $6M | 8.6K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 1.07% | $3M | 4.6K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 1.07% | $3M | 4.4K | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 1.07% | $2M | 2.2K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 1.07% | $3M | 4.3K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.06% | $2M | 3.0K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.06% | $11M | 16.2K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.06% | $2M | 2.4K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 1.05% | $10M | 13.9K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 1.05% | $1M | 1.6K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.05% | $3M | 4.2K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 1.05% | $1M | 2.0K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 1.05% | $2M | 2.0K | Q2 2026 |
| LFG Wealth Partners, LLC$166M AUM | 1.05% | $2M | 2.5K | Q2 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 1.05% | $1.0B | 1.42M | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 1.04% | $94M | 132.1K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.04% | $7M | 9.3K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 1.04% | $28M | 39.1K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 1.04% | $4M | 5.4K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 1.04% | $219M | 458.5K | Q3 2025OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 1.04% | $2M | 2.5K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 1.03% | $4M | 5.7K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 1.03% | $64M | 89.9K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.03% | $5M | 8.5K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 1.03% | $263M | 404.3K | Q2 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.03% | $13M | 12.3K | Q2 2026 |
| J. Goldman & Co LP$3.4B AUM | 1.03% | $41M | 85.7K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 1.03% | $34M | 47.3K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 1.03% | $1M | 1.4K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 1.02% | $6M | 8.6K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 1.02% | $2M | 2.7K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 1.02% | $1M | 1.9K | Q1 2026OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 1.02% | $3M | 4.5K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 1.02% | $6M | 5.4K | Q2 2026 |
| Rice Partnership, LLC$732M AUM | 1.02% | $7M | 10.5K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 1.02% | $35M | 48.9K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 1.01% | $79M | 111.1K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 1.01% | $16M | 22.5K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.01% | $3M | 3.9K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 1.00% | $1M | 1.7K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 1.00% | $1M | 1.8K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 1.00% | $1M | 1.1K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 1.00% | $4M | 5.9K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 1.00% | $5M | 6.5K | Q1 2026OLDER |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 1.00% | $9M | 12.5K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.99% | $4M | 5.1K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.99% | $12M | 17.5K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.99% | $1M | 2.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.99% | $4M | 6.2K | Q4 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.99% | $29M | 41.0K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.99% | $2M | 2.7K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 0.99% | $2M | 2.8K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.98% | $8M | 10.6K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.98% | $51M | 72.4K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.97% | $4M | 5.8K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.97% | $17M | 16.4K | Q2 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.97% | $2M | 2.6K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.97% | $1M | 2.0K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.97% | $12M | 17.5K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.96% | $11M | 15.2K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.96% | $2M | 4.4K | Q3 2025OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.96% | $12M | 16.8K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.96% | $964,214 | 1.4K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 0.96% | $2M | 2.3K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.96% | $2M | 2.1K | Q2 2026 |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.95% | $14M | 19.3K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.95% | $2M | 2.3K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.95% | $15M | 20.6K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.95% | $4M | 5.9K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.95% | $3M | 6.6K | Q3 2025OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.95% | $20M | 27.9K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.95% | $24M | 33.5K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 0.94% | $1M | 2.1K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.94% | $8M | 10.9K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.94% | $2M | 3.2K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.94% | $2M | 2.6K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 0.94% | $1M | 1.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.93% | $2M | 2.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.93% | $13M | 18.0K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 0.93% | $3M | 3.6K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.93% | $9M | 13.0K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.93% | $2M | 15.0K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 0.93% | $2M | 3.2K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.93% | $3M | 4.8K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 0.92% | $2M | 2.7K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 0.91% | $28M | 38.8K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.91% | $2M | 1.7K | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.91% | $6M | 8.2K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.91% | $16M | 22.8K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.91% | $27M | 37.8K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.91% | $202M | 285.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.