CHVCHEVRON CORPORATION
CUSIP 166764100 · Yahoo Finance ↗ · Google Finance ↗
Chevron Corporation (CHV) has 4,243 institutional holders in Filings Flow’s 13F database, together reporting 1438.73M shares worth $285.3B as of Q1 2026. The largest reported holders are State Street Corp, Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
4,243
Q1 2026
Reported Value
$285.3B
Ticker
CHV
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ADAMS NATURAL RESOURCES FUND, INC.$863M AUM | 14.74% | $127M | 614.7K | Q1 2026OLDER |
| ACT CAPITAL MANAGEMENT, LLC$127M AUM | 12.20% | $16M | 75.0K | Q1 2026OLDER |
| Drummond Knight Asset Management Pty Ltd$283M AUM | 10.99% | $31M | 150.2K | Q1 2026OLDER |
| Solus Alternative Asset Management LP$372M AUM | 9.89% | $37M | 177.7K | Q1 2026OLDER |
| COLRAIN CAPITAL LLC$259M AUM | 9.31% | $24M | 116.4K | Q1 2026OLDER |
| ACR Alpine Capital Research, LLC$6.7B AUM | 8.49% | $569M | 2.75M | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 8.27% | $11M | 53.7K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 7.49% | $22M | 107.8K | Q1 2026OLDER |
| BERKSHIRE HATHAWAY INC$263.1B AUM | 6.64% | $17.5B | 84.38M | Q1 2026OLDER |
| 59 North Capital Management, LP$3.4B AUM | 6.31% | $212M | 1.02M | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 6.24% | $24M | 118.1K | Q1 2026OLDER |
| Essex Bank$452M AUM | 6.06% | $27M | 132.5K | Q1 2026OLDER |
| CLG LLC$403M AUM | 6.05% | $24M | 117.7K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 5.98% | $270M | 1.28M | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 5.80% | $9M | 44.4K | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 5.76% | $48M | 232.5K | Q1 2026OLDER |
| WILSEY ASSET MANAGEMENT INC$681M AUM | 5.63% | $31M | 197.8K | Q3 2025OLDER |
| Oak Asset Management, LLC$290M AUM | 5.61% | $16M | 78.7K | Q1 2026OLDER |
| FOUNDATION RESOURCE MANAGEMENT INC$889M AUM | 5.49% | $49M | 235.9K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 5.26% | $8M | 38.6K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 5.01% | $23M | 108.8K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 4.94% | $56M | 272.4K | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 4.94% | $19M | 93.5K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 4.94% | $69M | 334.5K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 4.84% | $8M | 39.9K | Q1 2026OLDER |
| Windle Wealth, LLC$237M AUM | 4.64% | $11M | 53.1K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 4.63% | $6M | 35.6K | Q2 2026 |
| Grand Central Investment Group$135M AUM | 4.53% | $6M | 29.6K | Q1 2026OLDER |
| Long Focus Capital Management, LLC$3.8B AUM | 4.47% | $170M | 1.11M | Q4 2025OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 4.45% | $40M | 195.1K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 4.41% | $800M | 3.87M | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 4.41% | $11M | 53.0K | Q1 2026OLDER |
| CENTRAL SECURITIES CORP$1.2B AUM | 4.38% | $53M | 256.3K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 4.34% | $11M | 55.3K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 4.22% | $5M | 25.2K | Q1 2026OLDER |
| Aldebaran Capital, LLC$131M AUM | 4.19% | $5M | 26.5K | Q1 2026OLDER |
| THOMAS STORY & SON LLC$261M AUM | 4.17% | $11M | 52.5K | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 4.12% | $12M | 59.9K | Q1 2026OLDER |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 4.10% | $28M | 135.1K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 4.08% | $56M | 268.5K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 4.05% | $188M | 910.0K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 4.05% | $36M | 175.2K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.03% | $19M | 122.3K | Q4 2025OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 3.92% | $6M | 31.0K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 3.91% | $9M | 43.7K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 3.88% | $9M | 42.5K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 3.86% | $6M | 27.5K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 3.86% | $7M | 34.8K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 3.84% | $4M | 21.3K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 3.77% | $8M | 37.4K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 3.73% | $7M | 35.7K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 3.71% | $8M | 44.4K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 3.54% | $8M | 37.6K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 3.50% | $5M | 26.3K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 3.49% | $81M | 393.8K | Q1 2026OLDER |
| Oppenheimer & Close, LLC$159M AUM | 3.49% | $6M | 26.8K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 3.49% | $20M | 98.0K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 3.48% | $7M | 34.5K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 3.43% | $33M | 161.5K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 3.42% | $81M | 390.0K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 3.37% | $2.1B | 10.27M | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 3.34% | $89M | 430.3K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 3.30% | $6M | 27.1K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 3.29% | $4M | 20.1K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 3.27% | $1.3B | 6.17M | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 3.25% | $7M | 35.1K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 3.18% | $62M | 299.1K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 3.18% | $10M | 49.7K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 3.18% | $26M | 126.2K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 3.14% | $54M | 262.5K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 3.14% | $18M | 85.7K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 3.14% | $5M | 24.0K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 3.13% | $6M | 27.4K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 3.12% | $4M | 20.4K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 3.11% | $4M | 18.8K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 3.11% | $16M | 77.2K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 3.11% | $8M | 36.5K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 3.09% | $7M | 33.6K | Q2 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 3.05% | $9M | 43.2K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 3.04% | $6M | 29.3K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 3.02% | $8M | 49.6K | Q2 2026 |
| PEOPLES BANK /OH$163M AUM | 3.00% | $5M | 23.6K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 2.99% | $11M | 51.2K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 2.99% | $4M | 18.0K | Q1 2026OLDER |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1.2B AUM | 2.98% | $35M | 169.8K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 2.97% | $4M | 18.1K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 2.96% | $25M | 118.7K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 2.92% | $39M | 190.4K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 2.91% | $21M | 102.5K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 2.89% | $8M | 41.3K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 2.88% | $25M | 118.7K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 2.87% | $875M | 4.23M | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.86% | $10M | 48.9K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 2.86% | $123M | 793.0K | Q3 2025OLDER |
| Monte Financial Group, LLC$282M AUM | 2.85% | $8M | 38.8K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 2.83% | $14M | 87.1K | Q2 2026 |
| LAWOOD & CO$108M AUM | 2.82% | $3M | 14.7K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 2.82% | $3M | 13.7K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 2.78% | $7M | 39.5K | Q2 2026 |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 2.76% | $6M | 26.6K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 2.75% | $15M | 72.9K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 2.75% | $33M | 157.9K | Q1 2026OLDER |
| Coho Partners, Ltd.$779M AUM | 2.74% | $21M | 137.7K | Q3 2025OLDER |
| Allied Investment Advisors, LLC$697M AUM | 2.72% | $19M | 91.8K | Q1 2026OLDER |
| Resolute Capital Asset Partners LLC$190M AUM | 2.72% | $5M | 25.0K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.71% | $60M | 391.0K | Q4 2025OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 2.71% | $9M | 45.9K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 2.70% | $6M | 28.7K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 2.69% | $9M | 44.6K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 2.68% | $132M | 640.3K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 2.67% | $10M | 46.7K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 2.65% | $5M | 25.6K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.65% | $30M | 147.3K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 2.65% | $36M | 172.0K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 2.64% | $12M | 57.1K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 2.62% | $16M | 76.2K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 2.61% | $3M | 17.6K | Q2 2026 |
| Cohen Investment Advisors LLC$210M AUM | 2.60% | $5M | 26.5K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 2.60% | $34M | 163.2K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 2.58% | $4M | 19.9K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 2.58% | $3M | 14.0K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 2.57% | $4M | 23.1K | Q2 2026 |
| Massachusetts Wealth Management$231M AUM | 2.55% | $6M | 28.5K | Q1 2026OLDER |
| McAlvany Wealth Management LLC$148M AUM | 2.55% | $4M | 18.0K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 2.55% | $187M | 901.5K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 2.53% | $37M | 180.0K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 2.52% | $29M | 141.1K | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 2.51% | $4M | 17.7K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 2.49% | $7M | 35.9K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.48% | $4M | 21.2K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 2.48% | $6M | 29.4K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 2.48% | $15M | 74.0K | Q1 2026OLDER |
| Royal Palms Capital LLC$101M AUM | 2.48% | $3M | 12.1K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 2.48% | $6M | 29.3K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 2.48% | $31M | 148.9K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 2.48% | $37M | 178.7K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 2.44% | $16M | 75.2K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.43% | $6M | 27.2K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 2.41% | $391M | 1.89M | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 2.41% | $6M | 30.9K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 2.41% | $16M | 79.7K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 2.39% | $4M | 26.1K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 2.39% | $11M | 52.4K | Q2 2026 |
| UNITED BANK$781M AUM | 2.39% | $19M | 90.3K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 2.38% | $4M | 21.0K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 2.38% | $6M | 30.9K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 2.37% | $3M | 16.5K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 2.36% | $3M | 14.1K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 2.35% | $6M | 27.8K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 2.35% | $6M | 29.3K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 2.35% | $4M | 19.4K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 2.33% | $5M | 24.2K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 2.33% | $28M | 133.2K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 2.32% | $3M | 14.5K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 2.32% | $16M | 77.1K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.31% | $35M | 170.8K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 2.31% | $15M | 71.4K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 2.30% | $6M | 30.3K | Q1 2026OLDER |
| Elefante Mark B$182M AUM | 2.30% | $4M | 20.2K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 2.29% | $4M | 19.5K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 2.29% | $10M | 49.3K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 2.28% | $4M | 22.1K | Q2 2026 |
| Burton Enright Welch$736M AUM | 2.27% | $17M | 80.6K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 2.26% | $9M | 45.0K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 2.23% | $6M | 27.5K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 2.22% | $5M | 24.1K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 2.22% | $439M | 2.12M | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 2.21% | $4M | 17.8K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 2.20% | $9M | 52.7K | Q2 2026 |
| Signature Wealth Management Group$263M AUM | 2.20% | $6M | 28.0K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 2.19% | $64M | 311.5K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 2.19% | $3M | 12.9K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 2.18% | $7M | 31.9K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 2.18% | $9M | 42.7K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 2.18% | $7M | 32.9K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 2.18% | $5M | 24.6K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 2.17% | $2.8B | 13.33M | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 2.17% | $88M | 427.4K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 2.17% | $4M | 19.1K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 2.17% | $4M | 20.0K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 2.16% | $65M | 314.6K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 2.15% | $134M | 645.8K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 2.15% | $9M | 43.5K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 2.14% | $14M | 67.1K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 2.14% | $16M | 75.5K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 2.14% | $12M | 59.0K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.13% | $7M | 32.1K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 2.13% | $10M | 50.7K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 2.12% | $7M | 32.3K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 2.12% | $13M | 62.4K | Q1 2026OLDER |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 2.11% | $4M | 17.8K | Q1 2026OLDER |
| Kintayl Capital LP$192M AUM | 2.10% | $3M | 21.9K | Q3 2025OLDER |
| MADDEN SECURITIES Corp$333M AUM | 2.09% | $7M | 33.5K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 2.09% | $7M | 33.5K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 2.09% | $3M | 14.2K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 2.08% | $3M | 12.1K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 2.07% | $11M | 53.2K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 2.06% | $31M | 148.9K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 2.06% | $7M | 33.9K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 2.06% | $19M | 91.0K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 2.06% | $6M | 27.2K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 2.04% | $4M | 18.8K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 2.04% | $21M | 103.1K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.04% | $3M | 16.9K | Q4 2025OLDER |
| Citizens National Bank Trust Department$601M AUM | 2.04% | $12M | 59.2K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 2.03% | $6M | 28.0K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 2.03% | $9M | 42.6K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 2.02% | $9M | 43.7K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 2.01% | $14M | 70.0K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 2.01% | $2M | 12.1K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 2.01% | $8M | 38.1K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 2.00% | $5M | 22.2K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 2.00% | $6M | 30.5K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 2.00% | $3M | 14.7K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 1.99% | $8M | 37.7K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 1.99% | $4M | 21.3K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 1.99% | $132M | 636.0K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 1.99% | $3M | 12.7K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 1.98% | $37M | 239.9K | Q4 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 1.98% | $15M | 74.6K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.97% | $2M | 10.0K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.97% | $6M | 28.8K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.97% | $9M | 42.2K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.96% | $14M | 68.1K | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 1.96% | $31M | 185.9K | Q2 2026 |
| BCWM, LLC$353M AUM | 1.96% | $7M | 33.5K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 1.96% | $20M | 94.4K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.96% | $936M | 4.53M | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.96% | $4M | 17.3K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.95% | $111M | 537.5K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 1.95% | $54M | 260.9K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 1.94% | $14M | 66.8K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 1.94% | $2M | 10.2K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.92% | $123M | 742.9K | Q2 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 1.92% | $17M | 84.0K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 1.92% | $4M | 20.2K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 1.92% | $5M | 25.8K | Q1 2026OLDER |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM | 1.90% | $57M | 275.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 1.90% | $8M | 36.6K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.90% | $11M | 53.6K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 1.89% | $15M | 93.2K | Q2 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.89% | $3M | 13.5K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 1.88% | $2M | 10.6K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.88% | $6M | 27.1K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 1.88% | $6M | 31.2K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 1.88% | $20M | 95.2K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 1.88% | $14M | 70.0K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.88% | $6M | 30.7K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 1.87% | $5M | 25.6K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 1.87% | $2M | 11.3K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 1.87% | $5M | 24.7K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.87% | $7M | 34.3K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.86% | $181M | 876.1K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 1.85% | $52M | 252.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.84% | $9M | 41.6K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.84% | $9M | 42.4K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 1.84% | $22M | 104.2K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.84% | $4M | 23.7K | Q3 2025OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.83% | $22M | 106.9K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 1.83% | $4M | 17.4K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.82% | $3M | 14.8K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 1.82% | $3M | 16.6K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 1.81% | $3M | 12.9K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 1.81% | $6M | 35.1K | Q2 2026 |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.81% | $9M | 42.0K | Q1 2026OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 1.80% | $4M | 19.3K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 1.80% | $2M | 9.1K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 1.79% | $10M | 46.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 1.79% | $6M | 29.1K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 1.79% | $15M | 73.9K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 1.78% | $8M | 36.6K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.78% | $6M | 27.1K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.78% | $16M | 76.1K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 1.77% | $18M | 87.6K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.77% | $6M | 30.3K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 1.77% | $5M | 26.2K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 1.77% | $36M | 176.1K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.77% | $5M | 26.4K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.77% | $7M | 32.6K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 1.76% | $7M | 32.3K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 1.76% | $11M | 53.2K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 1.76% | $23M | 111.4K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 1.76% | $3M | 12.7K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 1.76% | $2M | 10.3K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 1.76% | $8M | 36.5K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.75% | $4M | 20.0K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.75% | $38M | 182.7K | Q1 2026OLDER |
| RH Tailwind Management, LLC$781M AUM | 1.75% | $14M | 66.0K | Q1 2026OLDER |
| REIK & CO., LLC$363M AUM | 1.74% | $6M | 30.5K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 1.74% | $4M | 17.0K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 1.73% | $3M | 13.0K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.73% | $14M | 67.3K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.73% | $4M | 17.4K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 1.73% | $4M | 17.1K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 1.73% | $6M | 28.1K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 1.72% | $4M | 19.3K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 1.72% | $17M | 82.9K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 1.72% | $9M | 42.1K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 1.72% | $6M | 29.9K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.71% | $15M | 72.8K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.71% | $8M | 39.3K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 1.71% | $5M | 28.2K | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 1.70% | $186M | 897.2K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.69% | $9M | 54.9K | Q3 2025OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 1.69% | $2M | 12.1K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 1.69% | $2M | 10.8K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 1.69% | $3M | 13.5K | Q1 2026OLDER |
| ANB BANK$247M AUM | 1.68% | $4M | 20.1K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.67% | $3M | 14.6K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 1.67% | $2M | 8.7K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 1.67% | $9M | 45.1K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 1.67% | $2M | 11.2K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 1.66% | $13M | 65.1K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 1.66% | $11M | 53.4K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 1.66% | $2M | 8.5K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.66% | $24M | 113.8K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.66% | $10M | 50.4K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 1.64% | $3M | 15.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.63% | $12M | 60.2K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.63% | $11M | 53.4K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 1.62% | $3M | 14.3K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.62% | $10M | 50.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 1.62% | $142M | 685.6K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 1.61% | $10M | 49.0K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 1.61% | $8M | 39.4K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 1.61% | $25M | 120.9K | Q1 2026OLDER |
| Boothe Investment Group, Inc.$311M AUM | 1.61% | $5M | 24.2K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.61% | $19M | 92.8K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 1.60% | $3M | 15.4K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.60% | $9M | 41.9K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 1.60% | $14M | 67.3K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 1.59% | $14M | 68.5K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.59% | $4M | 20.4K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 1.58% | $3M | 13.0K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 1.58% | $3M | 16.2K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 1.58% | $2M | 9.7K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.57% | $2M | 15.9K | Q4 2025OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.57% | $2M | 7.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 1.57% | $4M | 19.8K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 1.55% | $14M | 65.9K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 1.55% | $13M | 65.2K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 1.54% | $5M | 24.8K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.54% | $2M | 14.5K | Q3 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 1.54% | $52M | 253.4K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.54% | $4.5B | 21.89M | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.54% | $4M | 17.7K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 1.53% | $15M | 71.1K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 1.53% | $16M | 77.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 1.53% | $3M | 14.6K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.52% | $7M | 37.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 1.52% | $5M | 24.8K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 1.52% | $2M | 10.9K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 1.52% | $9M | 44.9K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.52% | $7M | 44.1K | Q2 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 1.51% | $130M | 628.1K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 1.51% | $4M | 25.1K | Q4 2025OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 1.51% | $2M | 7.7K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.51% | $12M | 57.2K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.50% | $3M | 13.2K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 1.50% | $2M | 7.9K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.50% | $5M | 30.5K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 1.50% | $16M | 77.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 1.49% | $58M | 278.1K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 1.49% | $3M | 16.3K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 1.49% | $2M | 12.1K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.49% | $5M | 26.1K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 1.48% | $39M | 186.4K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 1.48% | $22M | 104.0K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 1.47% | $3M | 14.8K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 1.47% | $12M | 58.4K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 1.47% | $9M | 31.9K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 1.46% | $10M | 46.7K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.46% | $24M | 114.4K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 1.45% | $6M | 29.9K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 1.45% | $4M | 18.4K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 1.45% | $6M | 26.9K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 1.45% | $100M | 484.7K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 1.44% | $22M | 115.5K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 1.44% | $2M | 8.5K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 1.44% | $2M | 9.8K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.44% | $112M | 540.5K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 1.44% | $14M | 66.0K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 1.43% | $3M | 13.4K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 1.43% | $10M | 49.2K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 1.43% | $17M | 81.4K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 1.43% | $15M | 72.3K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 1.43% | $4M | 17.4K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 1.43% | $3M | 13.9K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 1.43% | $7M | 36.2K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 1.42% | $15M | 72.5K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 1.42% | $8M | 37.1K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.42% | $3M | 13.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 1.41% | $3M | 16.8K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 1.41% | $25M | 121.8K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 1.41% | $24M | 114.6K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.41% | $4M | 19.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.41% | $16M | 98.3K | Q2 2026 |
| RB Capital Management, LLC$471M AUM | 1.40% | $7M | 31.9K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.40% | $14M | 65.8K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 1.40% | $35M | 171.4K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.40% | $2M | 16.0K | Q4 2025OLDER |
| Norway Savings Bank$239M AUM | 1.40% | $3M | 20.1K | Q2 2026 |
| Brick & Kyle, Associates$303M AUM | 1.40% | $4M | 20.5K | Q2 2026 |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 1.39% | $4M | 18.8K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 1.39% | $9M | 43.1K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.39% | $4M | 18.2K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 1.39% | $7M | 32.5K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 1.39% | $32M | 156.2K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 1.39% | $4M | 20.2K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 1.39% | $3M | 14.1K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.38% | $4M | 24.7K | Q2 2026 |
| Altrius Capital Management Inc$503M AUM | 1.38% | $7M | 33.5K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 1.38% | $2M | 7.8K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 1.38% | $5M | 24.9K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.37% | $2M | 8.6K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 1.37% | $50M | 240.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 1.37% | $304M | 1.47M | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.37% | $41M | 198.6K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.36% | $212M | 1.02M | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 1.36% | $5M | 24.9K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.36% | $6M | 29.3K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.36% | $2M | 12.1K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 1.35% | $16M | 78.4K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 1.35% | $6M | 27.4K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.35% | $27M | 131.2K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 1.35% | $5M | 22.7K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 1.35% | $5M | 22.9K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.35% | $24M | 115.5K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 1.35% | $5M | 22.2K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 1.35% | $17M | 80.4K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 1.34% | $7M | 32.6K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 1.34% | $70M | 337.8K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 1.34% | $2M | 8.4K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 1.34% | $3M | 15.6K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 1.33% | $43M | 207.0K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 1.33% | $13M | 62.3K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 1.33% | $3M | 25.0K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 1.33% | $5M | 25.9K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 1.33% | $29M | 142.2K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 1.33% | $11M | 55.4K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 1.32% | $3M | 13.2K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 1.32% | $3M | 12.1K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 1.32% | $26M | 126.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 1.32% | $39M | 187.9K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 1.32% | $1M | 6.4K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 1.32% | $4M | 21.4K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 1.31% | $3M | 12.6K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 1.30% | $11M | 52.1K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 1.30% | $6M | 27.6K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.30% | $20M | 98.3K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.30% | $3M | 14.0K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 1.30% | $40M | 194.6K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 1.30% | $7M | 50.5K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 1.30% | $5M | 23.0K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 1.30% | $5M | 25.1K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 1.29% | $12M | 59.8K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 1.29% | $6M | 30.0K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 1.29% | $3M | 12.5K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 1.29% | $5M | 23.3K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.29% | $6M | 28.6K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.28% | $9M | 45.7K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 1.28% | $4M | 19.6K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 1.28% | $22M | 107.7K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.27% | $3M | 14.0K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.26% | $3M | 13.9K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.26% | $5M | 22.1K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 1.26% | $2M | 10.9K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.26% | $2M | 10.5K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 1.25% | $10M | 46.5K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 1.25% | $6M | 27.5K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 1.25% | $3M | 16.4K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 1.25% | $2M | 11.0K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.25% | $3M | 14.8K | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 1.24% | $8M | 35.4K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.24% | $3M | 13.0K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 1.24% | $5M | 34.7K | Q3 2025OLDER |
| Griffith & Werner, Inc.$202M AUM | 1.24% | $2M | 12.1K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.23% | $2M | 11.2K | Q2 2026 |
| Machina Capital S.A.S.$508M AUM | 1.23% | $6M | 30.3K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 1.23% | $4M | 20.4K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.23% | $5M | 23.7K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 1.23% | $22M | 105.1K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 1.23% | $2M | 8.1K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.23% | $52M | 251.0K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.22% | $15M | 70.7K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 1.22% | $15M | 70.9K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 1.22% | $27M | 131.7K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 1.22% | $2M | 10.9K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 1.22% | $2M | 10.4K | Q4 2025OLDER |
| MOTCO$1.1B AUM | 1.21% | $13M | 63.4K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 1.21% | $8M | 36.6K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 1.21% | $2M | 7.9K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 1.21% | $4M | 21.4K | Q1 2026OLDER |
| Fogel Capital Management, Inc.$219M AUM | 1.21% | $3M | 12.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 1.21% | $2M | 8.9K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 1.20% | $3M | 14.1K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.20% | $39M | 186.9K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 1.20% | $2M | 8.8K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 1.20% | $3M | 14.7K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 1.20% | $1M | 6.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.