SEC 13F Intelligence

CLXCLOROX CO DEL

CUSIP 189054109 · Yahoo Finance ↗ · Google Finance ↗

Clorox Co Del (CLX) has 1,071 institutional holders in Filings Flow’s 13F database, together reporting 99.14M shares worth $9.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.

Institutional Holders
1,071
Q1 2026
Reported Value
$9.6B
Ticker
CLX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 912Q4 ’18Q1 ’19: 950Q2 ’19: 902Q2 ’19Q3 ’19: 920Q2 ’21: 1,114Q2 ’21Q4 ’21: 1,139Q4 ’22: 1,045Q4 ’22Q4 ’25: 1,027Q1 ’26: 1,071Q1 ’26Q2 ’26: 81filingsflow.com
Total reported value
Q4 ’18: $121.9BQ4 ’18Q1 ’19: $140.0BQ2 ’19: $129.3BQ2 ’19Q3 ’19: $157.1BQ2 ’21: $219.1BQ2 ’21Q4 ’21: $205.4BQ4 ’22: $6.7BQ4 ’22Q4 ’25: $9.4BQ1 ’26: $9.6BQ1 ’26Q2 ’26: $278Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MAC Alpha Capital Management, LP$171M AUM8.45%$14M139.8KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM7.34%$53M508.1KQ1 2026OLDER
Darwins River Capital, LP$187M AUM5.25%$8M77.6KQ4 2025OLDER
Minneapolis Portfolio Management Group, LLC$942M AUM4.12%$39M374.4KQ1 2026OLDER
Night Squared LP$681M AUM2.67%$9M94.0KQ4 2025OLDER
Titan Investment Management LLC$113M AUM2.20%$2M24.1KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM1.86%$119M1.25MQ2 2026
TAM Capital Management Inc.$205M AUM1.84%$3M20.0KQ4 2025OLDER
Eliot Finkel Investment Counsel, LLC$184M AUM1.75%$3M31.1KQ1 2026OLDER
MONIMUS CAPITAL MANAGEMENT, LP$361M AUM1.75%$6M60.8KQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM1.71%$52M500.0KQ1 2026OLDER
Martin Capital Partners, LLC$272M AUM1.61%$4M45.9KQ2 2026
America First Investment Advisors, LLC$536M AUM1.45%$8M75.1KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM1.44%$18M176.0KQ4 2025OLDER
Birch Hill Investment Advisors LLC$2.2B AUM1.38%$31M297.6KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM1.30%$24M230.0KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM1.26%$2M16.9KQ1 2026OLDER
Kinloch Capital, LLC$245M AUM1.26%$3M29.8KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM1.25%$9M96.1KQ2 2026
Kerusso Capital Management LLC$200M AUM1.17%$2M22.6KQ1 2026OLDER
Taproot Management LP$530M AUM1.17%$6M60.0KQ1 2026OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM1.16%$10M92.8KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM1.15%$2M23.8KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM1.12%$45M438.6KQ1 2026OLDER
Kennon-Green & Company, LLC$122M AUM1.02%$1M12.1KQ1 2026OLDER
O'Domhnaill Enterprises, Inc.$124M AUM0.98%$1M11.7KQ1 2026OLDER
Canvas Wealth Advisors, LLC$588M AUM0.93%$5M53.0KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM0.92%$6M62.1KQ1 2026OLDER
Mengis Capital Management, Inc.$581M AUM0.89%$5M49.7KQ1 2026OLDER
Harvest Investment Advisors, LLC$176M AUM0.84%$1M14.8KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.83%$3M32.2KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.81%$6M61.2KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.81%$990,8398.0KQ3 2025OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.80%$3M32.1KQ1 2026OLDER
FIRST COMMUNITY TRUST NA$136M AUM0.77%$1M10.1KQ1 2026OLDER
American National Bank of Texas$105M AUM0.76%$795,8787.7KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.76%$1M12.9KQ1 2026OLDER
Virtus Family Office LLC$117M AUM0.71%$836,6058.1KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.71%$2M16.7KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.70%$831,0028.0KQ1 2026OLDER
ADVOCATE GROUP LLC$665M AUM0.67%$4M46.5KQ2 2026
Scott & Selber, Inc.$474M AUM0.66%$3M24.8KQ1 2026OLDER
Robinson Value Management, Ltd.$180M AUM0.66%$1M11.4KQ1 2026OLDER
Delta Accumulation, LLC$1.2B AUM0.64%$7M71.6KQ1 2026OLDER
Aegis Wealth Management, Inc.$127M AUM0.64%$815,0157.9KQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM0.61%$742,7507.3KQ1 2026OLDER
Donald L. Hagan, LLC$204M AUM0.60%$1M10.0KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.60%$9M76.7KQ3 2025OLDER
First Nebraska Trust Co$591M AUM0.60%$4M23.5KQ2 2026
Carlson Capital, L.P.$318M AUM0.59%$2M18.1KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.58%$49M468.5KQ1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.57%$2M15.7KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.56%$11M108.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.56%$2M15.5KQ4 2025OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.55%$741,6807.2KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.53%$5M44.6KQ1 2026OLDER
Pacific Point Advisors, LLC$190M AUM0.53%$1M9.7KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.52%$1M13.7KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.50%$17M169.7KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.50%$940,6179.1KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.50%$3M31.0KQ1 2026OLDER
Callahan Advisors, LLC$1.2B AUM0.49%$6M56.8KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.49%$3M26.2KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.49%$64M521.7KQ3 2025OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.48%$4M40.5KQ2 2026
Fluent Financial, LLC$280M AUM0.47%$1M13.9KQ2 2026
Somerset Trust Co$354M AUM0.47%$2M17.4KQ2 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.45%$21M199.9KQ1 2026OLDER
Schear Investment Advisers, LLC$227M AUM0.44%$997,9908.1KQ3 2025OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.43%$8M79.3KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.43%$11M108.6KQ1 2026OLDER
Viewpoint Capital Management LLC$214M AUM0.42%$892,1408.6KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM0.41%$1M10.9KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.40%$880,4838.7KQ4 2025OLDER
Leelyn Smith, LLC$713M AUM0.39%$3M26.5KQ1 2026OLDER
Sicart Associates LLC$389M AUM0.38%$1M14.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.38%$1M12.6KQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM0.38%$521,3124.2KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.38%$934,8969.3KQ4 2025OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.38%$753,9607.3KQ1 2026OLDER
Wolfstich Capital, LLC$114M AUM0.37%$419,0004.1KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.36%$3M27.1KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.35%$3M28.7KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.35%$834,2228.1KQ1 2026OLDER
Davis Capital Management$169M AUM0.34%$577,1266.0KQ2 2026
Havemeyer Place LP$867M AUM0.34%$2M17.1KQ4 2025OLDER
Ipsen Advisor Group LLC$143M AUM0.34%$486,3674.7KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.34%$17M167.3KQ1 2026OLDER
Beaumont Asset Management, L.L.C.$222M AUM0.34%$751,7327.3KQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM0.33%$433,9774.2KQ1 2026OLDER
Hardin Capital Partners, LLC$215M AUM0.33%$719,9857.7KQ2 2026
Lantz Financial LLC$546M AUM0.33%$2M18.8KQ2 2026
Independent Wealth Network Inc.$337M AUM0.33%$1M10.7KQ1 2026OLDER
All Terrain Financial Advisors, LLC$425M AUM0.31%$1M12.8KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.31%$18M176.3KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.31%$2M20.0KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.31%$3M20.6KQ4 2025OLDER
Private Capital Management, LLC$1.0B AUM0.30%$3M28.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.30%$2M17.5KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM0.29%$702,1907.0KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.28%$561,4665.4KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.28%$27M157.6KQ2 2026
Pettee Investors, Inc.$194M AUM0.28%$549,7085.7KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.28%$1M11.7KQ1 2026OLDER
BDFS Capital LLC$230M AUM0.27%$570,0475.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.27%$46M451.7KQ4 2025OLDER
111 Capital$406M AUM0.27%$1M10.6KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.27%$456,4294.4KQ1 2026OLDER
Platform Technology Partners$519M AUM0.26%$1M13.3KQ1 2026OLDER
Lion Street Advisors, LLC$289M AUM0.26%$752,1304.6KQ3 2025OLDER
Hillman Capital Management, Inc.$144M AUM0.26%$368,4053.6KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.25%$2M15.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.25%$2M13.8KQ3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.25%$333,5203.22MQ1 2026OLDER
Azimuth Capital Investment Management LLC$2.7B AUM0.25%$7M64.2KQ1 2026OLDER
Columbia Asset Management$525M AUM0.25%$1M12.6KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.24%$13M124.7KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.24%$484,8034.7KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.24%$481,6654.8KQ4 2025OLDER
Andra AP-fonden$8.4B AUM0.24%$20M194.6KQ4 2025OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.24%$2M16.6KQ4 2025OLDER
CENTRAL VALLEY ADVISORS, LLC$366M AUM0.24%$868,0488.4KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.24%$1M10.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.23%$157M1.52MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.22%$8M75.1KQ1 2026OLDER
Accuvest Global Advisors$107M AUM0.22%$238,0002.3KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.22%$4M34.5KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.22%$363,7142.9KQ3 2025OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.22%$663,4396.4KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.21%$523,1575.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.21%$166M1.60MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.21%$14M137.8KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.21%$379,8873.1KQ3 2025OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.21%$358,0423.5KQ1 2026OLDER
Fundsmith LLP$12.8B AUM0.21%$27M257.2KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.21%$8M73.4KQ1 2026OLDER
Powers Advisory Group, LLC$284M AUM0.20%$579,1785.6KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.20%$680,5026.7KQ4 2025OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.20%$604,9556.3KQ2 2026
Corundum Group, Inc.$299M AUM0.20%$604,9806.0KQ4 2025OLDER
Burns Matteson Capital Management, LLC$273M AUM0.20%$552,1415.3KQ1 2026OLDER
Northwest Bancshares, Inc.$502M AUM0.20%$1M9.8KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.20%$5M41.7KQ3 2025OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.20%$493,8824.8KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.20%$308,7603.0KQ1 2026OLDER
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM0.20%$992,57610.4KQ2 2026
PRING TURNER CAPITAL GROUP INC$166M AUM0.19%$316,6063.1KQ1 2026OLDER
Roehl & Yi Investment Advisors, LLC$230M AUM0.19%$479,2454.8KQ4 2025OLDER
US Asset Management LLC$115M AUM0.19%$218,6592.1KQ2 2026
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.18%$7M64.1KQ1 2026OLDER
W.H. Cornerstone Investments Inc.$160M AUM0.18%$298,7752.4KQ3 2025OLDER
Nautilus Advisors LLC$146M AUM0.18%$264,1532.5KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.18%$428,8214.1KQ1 2026OLDER
Moloney Securities Asset Management, LLC$840M AUM0.18%$1M12.0KQ3 2025OLDER
CNB Bank$238M AUM0.17%$414,5204.0KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.17%$422,9144.1KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM0.17%$671,0046.5KQ1 2026OLDER
MQS Management LLC$148M AUM0.17%$252,5462.4KQ1 2026OLDER
Coastwise Capital Group, LLC$180M AUM0.17%$306,0223.0KQ1 2026OLDER
Gilbert Capital Group, Inc.$129M AUM0.17%$204,1191.7KQ3 2025OLDER
Carmignac Gestion$6.5B AUM0.17%$12M123.0KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.16%$39M377.1KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM0.16%$1M13.7KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.16%$311,3053.0KQ1 2026OLDER
R.H. Investment Group, LLC$130M AUM0.16%$211,3402.0KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.16%$11M108.4KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.16%$201,1461.9KQ1 2026OLDER
KLCM Advisors, Inc.$1.2B AUM0.16%$2M18.2KQ1 2026OLDER
KENNEDY INVESTMENT GROUP, INC.$255M AUM0.16%$404,4603.9KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.16%$812,3567.8KQ1 2026OLDER
Triangle Securities Wealth Management$504M AUM0.16%$695,2895.6KQ3 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.16%$2M14.9KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.16%$1M13.2KQ1 2026OLDER
DIAMANT ASSET MANAGEMENT, INC.$137M AUM0.16%$212,752212.8KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.15%$229,1262.2KQ1 2026OLDER
Enhancing Capital LLC$135M AUM0.15%$207,2602.0KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.15%$380,6273.1KQ3 2025OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.15%$3M31.1KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.15%$3M28.4KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.15%$20M162.2KQ3 2025OLDER
REXFORD CAPITAL INC$140M AUM0.15%$205,7062.0KQ1 2026OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.14%$321,9253.1KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.14%$373,6823.7KQ4 2025OLDER
North Berkeley Wealth Management, LLC$189M AUM0.14%$271,6152.6KQ1 2026OLDER
SMITH SHELLNUT WILSON LLC /ADV$260M AUM0.14%$372,8593.0KQ3 2025OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.14%$781,7857.5KQ1 2026OLDER
Victrix Investment Advisors$239M AUM0.14%$363,8953.6KQ4 2025OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.14%$449,0454.7KQ2 2026
HALL CAPITAL MANAGEMENT CO INC$280M AUM0.14%$351,5282.9KQ3 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.14%$541,2874.4KQ3 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.14%$1M14.0KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.14%$1M12.0KQ1 2026OLDER
Lineweaver Wealth Advisors, LLC$845M AUM0.14%$1M12.0KQ2 2026
Employees Provident Fund Board$13.2B AUM0.13%$18M171.7KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.13%$202,7152.1KQ2 2026
Financial Solutions Advisory Group, Inc.$723M AUM0.13%$962,2059.3KQ2 2026
NavPoint Financial, Inc.$247M AUM0.13%$323,4293.1KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM0.13%$225,3952.2KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.13%$427,0594.1KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.13%$1M9.7KQ1 2026OLDER
Guardian Wealth Advisors, LLC$174M AUM0.13%$224,0801.8KQ3 2025OLDER
Grant Private Wealth Management Inc$237M AUM0.13%$299,7653.1KQ2 2026
RIDGECREST WEALTH PARTNERS, LLC$181M AUM0.12%$271,7532.2KQ3 2025OLDER
BNP PARIBAS$3.1B AUM0.12%$4M37.1KQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.12%$1M9.0KQ3 2025OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.12%$8M77.5KQ1 2026OLDER
Mine & Arao Wealth Creation & Management, LLC.$238M AUM0.12%$287,2322.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$467,7864.5KQ1 2026OLDER
Townsend & Associates, Inc$1.2B AUM0.12%$1M14.3KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.12%$541,6895.2KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.12%$379,2863.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.12%$26M251.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.12%$38M369.8KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.12%$241,9922.4KQ4 2025OLDER
Wallace Capital Management Inc.$871M AUM0.11%$1M9.7KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.11%$1M12.3KQ1 2026OLDER
Lummis Asset Management, LP$167M AUM0.11%$190,3722.0KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.11%$1M13.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.11%$43M414.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.11%$2M18.5KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.11%$13M123.2KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.11%$193,3741.9KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.10%$277,1072.7KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.10%$2M17.4KQ1 2026OLDER
Alpha Family Trust$206M AUM0.10%$221,3241.8KQ3 2025OLDER
Gen-Wealth Partners Inc$317M AUM0.10%$327,9643.2KQ1 2026OLDER
Brown Miller Wealth Management, LLC$397M AUM0.10%$410,3924.3KQ2 2026
NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM0.10%$2M23.6KQ1 2026OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.10%$3M29.3KQ1 2026OLDER
McCollum Christoferson Group LLC$333M AUM0.10%$334,7253.2KQ1 2026OLDER
AF Advisors, Inc.$181M AUM0.10%$246,6002.0KQ3 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.10%$6M55.5KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.10%$9M84.0KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.10%$217,6232.1KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.10%$202,104700Q4 2025OLDER
Optimist Retirement Group LLC$227M AUM0.10%$221,2502.1KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.10%$1M12.0KQ2 2026
Abich Financial Wealth Management LLC$281M AUM0.10%$268,4242.2KQ3 2025OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.09%$413,3804.0KQ1 2026OLDER
JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM0.09%$5M46.2KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.09%$229,5402.2KQ1 2026OLDER
Field & Main Bank$344M AUM0.09%$321,2533.1KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM0.09%$443,2264.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.09%$10M103.4KQ4 2025OLDER
626 Financial, LLC$224M AUM0.09%$207,8832.0KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.09%$174,0001.7KQ1 2026OLDER
Exeter Financial, LLC$245M AUM0.09%$213,4502.1KQ4 2025OLDER
Demars Financial Group, LLC$304M AUM0.09%$275,1382.7KQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.09%$207,2772.0KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.09%$286,9512.8KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.09%$1M11.8KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.09%$2M23.0KQ1 2026OLDER
Pavion Blue Capital, LLC$230M AUM0.09%$202,0791.9KQ1 2026OLDER
Southland Equity Partners LLC$571M AUM0.09%$500,2245.2KQ2 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM0.09%$261,1752.7KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.09%$120,9961.2KQ4 2025OLDER
American State Bank (Iowa)$247M AUM0.09%$211,5902.2KQ2 2026
Sigma Planning Corp$3.6B AUM0.09%$3M29.6KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.09%$446,6774.4KQ4 2025OLDER
Wolff Financial Management LLC$453M AUM0.09%$386,0223.7KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.08%$406,0223.9KQ1 2026OLDER
Global Financial Private Client, LLC$306M AUM0.08%$236,3661.9KQ3 2025OLDER
Principia Wealth Advisory, LLC$160M AUM0.08%$134,4421.3KQ4 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.08%$5M39.6KQ3 2025OLDER
Manske Wealth Management$357M AUM0.08%$293,7912.8KQ1 2026OLDER
Probity Advisors, Inc.$631M AUM0.08%$514,2125.0KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.08%$768,5207.4KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.08%$6M66.1KQ4 2025OLDER
Archer Investment Corp$469M AUM0.08%$373,0683.6KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.08%$1M11.5KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.08%$923,9808.9KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.08%$1M11.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.08%$7M64.7KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.08%$243,5312.4KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.08%$252,1542.6KQ2 2026
COWA, LLC$371M AUM0.08%$234,2701.9KQ3 2025OLDER
Groupe la Francaise$7.3B AUM0.08%$6M54.5KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.08%$214,5662.1KQ4 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.08%$696,5407.3KQ2 2026
Invesco Ltd.$653.3B AUM0.08%$504M4.86MQ1 2026OLDER
BURNS J W & CO INC/NY$959M AUM0.08%$732,9797.7KQ2 2026
Zullo Investment Group, Inc.$264M AUM0.08%$208,2142.1KQ4 2025OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.08%$259,4572.1KQ3 2025OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.07%$336,1952.7KQ3 2025OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.07%$715,2546.9KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$732,2507.1KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.07%$1M12.7KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.07%$3M25.6KQ1 2026OLDER
Invst, LLC$886M AUM0.07%$648,5176.3KQ1 2026OLDER
Humankind Investments LLC$175M AUM0.07%$319,2242.6KQ3 2025OLDER
DMKC Advisory Services, LLC$530M AUM0.07%$380,4244.0KQ2 2026
Premier Path Wealth Partners, LLC$767M AUM0.07%$549,4135.3KQ1 2026OLDER
B&D White Capital Company, LLC$809M AUM0.07%$556,0834.5KQ3 2025OLDER
WHALEROCK POINT PARTNERS, LLC$518M AUM0.07%$368,4053.6KQ1 2026OLDER
Wealth Science Advisors LLC$225M AUM0.07%$125,8361.2KQ1 2026OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM0.07%$542,7235.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.07%$76M729.8KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.07%$6M57.1KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.07%$2M16.2KQ4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.07%$118,8641.1KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$24M227.3KQ1 2026OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM0.07%$5M48.1KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.07%$208,2541.7KQ3 2025OLDER
Hilltop National Bank$468M AUM0.07%$309,5123.2KQ2 2026
Pegasus Asset Management, Inc.$313M AUM0.07%$205,0481.7KQ3 2025OLDER
CHAPIN DAVIS, INC.$569M AUM0.07%$373,6463.9KQ2 2026
Bridge Creek Capital Management LLC$360M AUM0.07%$236,1201.9KQ3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.07%$6M55.7KQ1 2026OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM0.06%$451,7594.4KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.06%$2M16.9KQ4 2025OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.06%$2M20.0KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.06%$233,6482.2KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.06%$120,5681.4KQ1 2026OLDER
Banque de Luxembourg S.A.$212M AUM0.06%$123,3001.0KQ3 2025OLDER
Insight Advisors, LLC/ PA$525M AUM0.06%$333,9033.2KQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM0.06%$518,1804.2KQ3 2025OLDER
HFR Wealth Management, LLC$407M AUM0.06%$273,3562.2KQ3 2025OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.06%$1M11.4KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.06%$310,8903.0KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.06%$2M20.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.06%$835,5458.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M31.1KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.06%$218,1552.2KQ4 2025OLDER
United Asset Strategies, Inc.$1.3B AUM0.06%$761,4027.3KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.06%$405,0713.3KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.06%$799,3546.5KQ3 2025OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.06%$404,0183.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.06%$4M34.8KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.06%$207,2602.0KQ1 2026OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.06%$898,6099.5KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.06%$211,5071.7KQ3 2025OLDER
Main Street Research LLC$1.7B AUM0.06%$988,3199.5KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.06%$220,6242.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.06%$31M296.5KQ1 2026OLDER
INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM0.06%$210,9661.7KQ3 2025OLDER
Ironwood Investment Counsel, LLC$694M AUM0.06%$394,0013.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$3M31.4KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.06%$400,0953.9KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.06%$965,1927.8KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.06%$325,1913.1KQ1 2026OLDER
Hollow Brook Wealth Management LLC$392M AUM0.05%$231,8041.9KQ3 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.05%$217,4162.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.05%$11M106.8KQ1 2026OLDER
Hurlow Wealth Management Group, Inc.$420M AUM0.05%$208,9941.7KQ3 2025OLDER
Curat Global, LLC$102M AUM0.05%$54,406525Q1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.05%$6M56.4KQ1 2026OLDER
SEARLE & CO.$398M AUM0.05%$212,0272.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.05%$4M37.9KQ1 2026OLDER
TrueWealth Advisors, LLC$444M AUM0.05%$225,3642.4KQ2 2026
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M29.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$108M1.07MQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.05%$291,7182.8KQ1 2026OLDER
CADINHA & CO LLC$537M AUM0.05%$264,0562.5KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.05%$5M47.6KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.05%$714,7376.9KQ1 2026OLDER
Mattern Wealth Management LLC$513M AUM0.05%$247,6762.4KQ1 2026OLDER
Astoria Portfolio Advisors LLC.$470M AUM0.05%$211,6041.7KQ4 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.05%$869,3378.4KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.05%$653,8866.3KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.05%$457,6304.4KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.05%$760,2787.3KQ1 2026OLDER
SPC Financial, Inc.$1.3B AUM0.05%$589,2514.8KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.05%$3M31.0KQ1 2026OLDER
Essex Bank$452M AUM0.05%$207,2602.0KQ1 2026OLDER
Opes Wealth Management LLC$609M AUM0.05%$276,7962.7KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.05%$172,6201.4KQ3 2025OLDER
Palisade Asset Management, LLC$996M AUM0.05%$448,2004.3KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.04%$301,7712.9KQ1 2026OLDER
Farmers National Bank$453M AUM0.04%$201,4571.9KQ2 2026
Private Wealth Asset Management, LLC$935M AUM0.04%$414,5204.0KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.04%$549,2395.3KQ1 2026OLDER
TCP Asset Management, LLC$778M AUM0.04%$246,6002.0KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$37M359.1KQ1 2026OLDER
Cambridge Advisors Inc.$515M AUM0.04%$223,1731.8KQ3 2025OLDER
Mechanics Financial Corp$239M AUM0.04%$103,6301.0KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.04%$645,7856.2KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM0.04%$265,9152.6KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.04%$629,5906.1KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.04%$205,4492.0KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.04%$1M11.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$61,650500Q3 2025OLDER
Faithward Advisors, LLC$701M AUM0.04%$296,7962.9KQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM0.04%$324,7763.1KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.04%$598,1625.8KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.04%$6M60.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.04%$75M727.0KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.04%$718,4066.9KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.04%$276,6922.7KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.04%$1M13.9KQ1 2026OLDER
Olistico Wealth, LLC$234M AUM0.04%$93,054975Q2 2026
Clear Creek Financial Management, LLC$1.3B AUM0.04%$482,6734.8KQ4 2025OLDER
Delta Global Management LP$1.2B AUM0.04%$539,8445.4KQ4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.04%$16M153.1KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.04%$42M414.2KQ1 2026OLDER
Heritage Trust Co$997M AUM0.04%$380,0113.7KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.04%$2M23.4KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.04%$725,4107.0KQ1 2026OLDER
Trifecta Capital Advisors, LLC$646M AUM0.04%$243,5312.4KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.04%$11M110.9KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.04%$227,8272.2KQ3 2025OLDER
Mediolanum International Funds Ltd$9.4B AUM0.04%$4M29.0KQ3 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.04%$381,5663.7KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.04%$85,390824Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$90M866.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.04%$9M86.5KQ1 2026OLDER
Bedel Financial Consulting, Inc.$888M AUM0.04%$292,0002.4KQ3 2025OLDER
OSSIAM$5.7B AUM0.04%$3M23.5KQ3 2025OLDER
Advyzon Investment Management, LLC$1.1B AUM0.04%$216,3601.8KQ3 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.04%$461,7754.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.04%$1M11.4KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.04%$1M10.4KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.04%$223,4262.2KQ1 2026OLDER
Dorato Capital Management$135M AUM0.04%$47,907430Q4 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.04%$226,2242.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$36M347.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.04%$222M2.14MQ1 2026OLDER
Private Wealth Partners, LLC$1.3B AUM0.04%$455,9724.4KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.03%$236,4041.9KQ3 2025OLDER
Mechanics Bank Trust Department$808M AUM0.03%$248,4492.0KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$21M200.1KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$3M26.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.03%$82,904800Q1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$376,9333.6KQ1 2026OLDER
JT Stratford LLC$786M AUM0.03%$248,2032.0KQ3 2025OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.03%$208,7112.0KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.03%$868,3238.4KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.03%$687,0285.6KQ3 2025OLDER
Northstar Group, Inc.$707M AUM0.03%$231,8462.2KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.03%$94,383911Q1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.03%$3M24.4KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.03%$277,7282.7KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.03%$41,351290Q4 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.03%$33,162320Q1 2026OLDER
Korea Investment CORP$48.3B AUM0.03%$16M150.7KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.03%$6M62.9KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.03%$5M54.1KQ4 2025OLDER
Piscataqua Savings Bank$148M AUM0.03%$47,720500Q2 2026
INTRUST BANK NA$1.2B AUM0.03%$384,7673.8KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$599M5.78MQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.03%$1M11.6KQ2 2026
ARMISTICE CAPITAL, LLC$5.6B AUM0.03%$2M16.9KQ3 2025OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.03%$11M103.7KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$847,4998.2KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.03%$207,2602.0KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.03%$653,8556.3KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.03%$137,6211.3KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.03%$220,3371.8KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$318,9733.1KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.03%$51,815500Q1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.03%$354,6223.4KQ1 2026OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.03%$236,2431.9KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M36.9KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.03%$450,9704.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.03%$855M8.25MQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.03%$572,3485.5KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.03%$127,9831.2KQ1 2026OLDER
Painted Porch Advisors LLC$210M AUM0.03%$76,619621Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.03%$181,6641.8KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.03%$1M14.3KQ1 2026OLDER
CapWealth Advisors, LLC$1.3B AUM0.03%$423,6583.4KQ3 2025OLDER
NBT BANK N A /NY$1.5B AUM0.03%$438,9774.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$22M213.7KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.03%$225,0681.9KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.03%$264,9952.1KQ3 2025OLDER
Capital Investment Counsel, Inc$816M AUM0.03%$234,2701.9KQ3 2025OLDER
Vision Capital Management, Inc.$792M AUM0.03%$225,4992.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.03%$4M42.4KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.03%$50,516501Q4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.03%$2M22.3KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.03%$3M32.1KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.03%$329,9583.2KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.03%$4M33.1KQ3 2025OLDER
Accredited Wealth Management, LLC$134M AUM0.03%$37,33612.8KQ3 2025OLDER
Principle Wealth Partners LLC$1.7B AUM0.03%$485,3654.7KQ1 2026OLDER
GREATMARK INVESTMENT PARTNERS, INC.$854M AUM0.03%$230,5711.9KQ3 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.03%$5M45.4KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.03%$669,8646.5KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.03%$383,4313.7KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.03%$93,888906Q1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$501,8804.8KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.03%$1M15.0KQ2 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.03%$128M1.24MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$6M45.3KQ3 2025OLDER
Diversified Trust Co$5.4B AUM0.03%$1M10.7KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$80,693548Q1 2026OLDER
Corsicana & Co.$158M AUM0.03%$41,377281Q1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.03%$108,8111.1KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.03%$5M45.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.03%$426,6554.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.03%$147M1.42MQ1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.03%$812,6407.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.03%$7M67.2KQ2 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$3M24.3KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.02%$158,3461.5KQ1 2026OLDER
Souders Financial Advisors$876M AUM0.02%$215,5502.1KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.02%$345,7512.8KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$325,4253.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$133M1.28MQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.02%$1M10.7KQ4 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.02%$96,056800Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.