CMICUMMINS INC
CUSIP 231021106 · Yahoo Finance ↗ · Google Finance ↗
Cummins Inc (CMI) has 1,941 institutional holders in Filings Flow’s 13F database, together reporting 116.65M shares worth $60.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,941
Q1 2026
Reported Value
$60.4B
Ticker
CMI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CINCINNATI CASUALTY CO$191M AUM | 12.93% | $25M | 46.0K | Q1 2026OLDER |
| FIFTHDELTA Ltd$725M AUM | 10.49% | $50M | 97.8K | Q4 2025OLDER |
| Mercuria Capital Strategies, LLC$262M AUM | 9.03% | $7M | 16.2K | Q3 2025OLDER |
| Albar Capital Partners LLP$618M AUM | 6.64% | $41M | 76.3K | Q1 2026OLDER |
| Two Point Capital Management, Inc.$229M AUM | 6.49% | $15M | 27.6K | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 6.16% | $274M | 384.4K | Q2 2026 |
| Tribune Investment Group LP$261M AUM | 6.09% | $11M | 22.0K | Q4 2025OLDER |
| WEYBOSSET RESEARCH & MANAGEMENT LLC$347M AUM | 5.89% | $20M | 37.9K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 5.62% | $65M | 120.4K | Q1 2026OLDER |
| MARSHFIELD ASSOCIATES$5.0B AUM | 4.84% | $241M | 448.8K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 4.80% | $8M | 15.6K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 4.72% | $313M | 581.1K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 4.11% | $19M | 26.8K | Q2 2026 |
| Orion Investment Co$315M AUM | 3.92% | $12M | 22.9K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 3.56% | $5M | 8.9K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 3.55% | $10M | 18.3K | Q1 2026OLDER |
| Sierra Legacy Group$131M AUM | 3.46% | $5M | 8.4K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 3.42% | $7M | 13.6K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 3.35% | $10M | 18.6K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 3.20% | $4M | 7.3K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 3.01% | $7M | 13.9K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 2.99% | $11M | 20.6K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.98% | $7M | 12.2K | Q1 2026OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 2.91% | $4M | 6.5K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 2.84% | $19M | 35.7K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 2.83% | $8M | 14.6K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 2.81% | $4M | 7.0K | Q1 2026OLDER |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC$837M AUM | 2.54% | $21M | 39.5K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 2.53% | $7M | 9.6K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 2.46% | $18M | 34.4K | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 2.41% | $19M | 35.0K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 2.40% | $5M | 9.6K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 2.39% | $18M | 34.3K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 2.38% | $17M | 31.3K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 2.34% | $12M | 21.4K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 2.30% | $28M | 52.5K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 2.29% | $2M | 4.5K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 2.29% | $16M | 29.5K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 2.24% | $5M | 9.4K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 2.24% | $6M | 11.1K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 2.18% | $52M | 96.3K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 2.17% | $5M | 9.1K | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 2.12% | $38M | 70.1K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 2.08% | $4M | 7.2K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 2.04% | $3M | 5.9K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.02% | $3M | 5.7K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.99% | $8M | 14.7K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 1.89% | $3M | 5.9K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 1.88% | $11M | 20.0K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 1.86% | $3M | 5.9K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 1.85% | $10M | 18.0K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 1.85% | $9M | 16.6K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 1.83% | $3M | 6.5K | Q4 2025OLDER |
| Ridge Creek Global, Inc$118M AUM | 1.81% | $2M | 4.0K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 1.80% | $8M | 14.0K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 1.79% | $4M | 6.9K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.76% | $21M | 39.6K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.74% | $2M | 4.5K | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 1.73% | $2M | 4.1K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 1.71% | $15M | 28.4K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 1.71% | $4M | 8.1K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 1.71% | $2M | 3.9K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 1.69% | $274M | 508.8K | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 1.66% | $4M | 7.0K | Q4 2025OLDER |
| SFE Investment Counsel$635M AUM | 1.64% | $10M | 19.4K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.60% | $6M | 11.3K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 1.59% | $12M | 23.1K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 1.58% | $11M | 20.3K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 1.58% | $5M | 9.7K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.55% | $7M | 12.3K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 1.55% | $7M | 10.0K | Q2 2026 |
| ADVOCATE GROUP LLC$665M AUM | 1.52% | $10M | 14.2K | Q2 2026 |
| Kennondale Capital Management LLC$139M AUM | 1.52% | $2M | 3.9K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.51% | $24M | 43.9K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 1.48% | $3M | 5.6K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 1.48% | $10M | 17.8K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 1.46% | $19M | 36.2K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 1.46% | $11M | 21.0K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 1.46% | $2M | 2.3K | Q2 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 1.45% | $144M | 268.5K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 1.44% | $4M | 7.5K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 1.44% | $3M | 4.9K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 1.43% | $21M | 38.5K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 1.40% | $19M | 34.9K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 1.39% | $2M | 3.7K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 1.39% | $2M | 3.3K | Q2 2026 |
| Chancellor Financial Group WB LP$141M AUM | 1.39% | $2M | 3.7K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 1.39% | $52M | 96.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 1.39% | $6M | 10.3K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 1.38% | $2M | 3.0K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 1.36% | $3M | 4.6K | Q2 2026 |
| Covalis Capital LLP$1.6B AUM | 1.36% | $22M | 41.0K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.34% | $17M | 23.9K | Q2 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.34% | $2M | 3.0K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.33% | $17M | 31.2K | Q1 2026OLDER |
| KP Management LLC$409M AUM | 1.31% | $5M | 10.0K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 1.31% | $45M | 84.0K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.29% | $66M | 122.1K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 1.27% | $4M | 7.0K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 1.27% | $2M | 3.8K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.27% | $5M | 8.5K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 1.26% | $6M | 11.8K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 1.24% | $94M | 175.4K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 1.24% | $10M | 14.0K | Q2 2026 |
| Valtrion Capital Management, LLC$106M AUM | 1.22% | $1M | 2.4K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 1.22% | $2M | 4.2K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 1.20% | $16M | 30.6K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.20% | $10M | 13.9K | Q2 2026 |
| Ceredex Value Advisors LLC$3.2B AUM | 1.18% | $38M | 69.9K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 1.18% | $8M | 11.8K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 1.18% | $10M | 19.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.18% | $35M | 65.8K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 1.17% | $3M | 6.0K | Q1 2026OLDER |
| Evergreen Quality Fund GP, Ltd.$4.4B AUM | 1.16% | $51M | 94.6K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 1.16% | $1M | 2.8K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 1.16% | $4M | 7.3K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.15% | $10M | 18.4K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 1.15% | $11M | 20.0K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 1.13% | $7M | 12.3K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.13% | $3M | 4.9K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.12% | $2M | 2.2K | Q2 2026 |
| L & S Advisors Inc$795M AUM | 1.11% | $9M | 16.3K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 1.10% | $10M | 17.8K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.09% | $5M | 9.6K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 1.08% | $4M | 8.1K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.07% | $1M | 2.6K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 1.07% | $28M | 51.4K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 1.07% | $39M | 73.1K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 1.06% | $9M | 16.6K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.05% | $4M | 8.2K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 1.05% | $4M | 6.5K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 1.04% | $6M | 7.7K | Q2 2026 |
| CITY HOLDING CO$800M AUM | 1.04% | $8M | 15.5K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 1.04% | $28M | 51.2K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 1.04% | $337M | 626.1K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 1.03% | $4M | 7.7K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.03% | $4M | 6.8K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 1.01% | $16M | 24.7K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 1.00% | $5M | 9.4K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.99% | $7M | 12.7K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.99% | $1M | 2.8K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.98% | $16M | 30.6K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 0.98% | $3M | 6.0K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.98% | $2M | 2.8K | Q1 2026OLDER |
| Shellback Capital, LP$703M AUM | 0.97% | $10M | 20.0K | Q4 2025OLDER |
| Curat Global, LLC$102M AUM | 0.97% | $981,887 | 1.8K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.94% | $3M | 5.7K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.94% | $2M | 4.2K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.94% | $54M | 90.5K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.93% | $18M | 33.4K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.93% | $4M | 7.9K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.92% | $3M | 5.6K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.91% | $32M | 60.3K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.89% | $2M | 3.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.89% | $61M | 113.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.89% | $146M | 271.6K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.88% | $2M | 3.3K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.87% | $4M | 7.9K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.87% | $3M | 6.2K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.87% | $1M | 1.9K | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 0.87% | $887,733 | 1.6K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 0.86% | $2M | 2.7K | Q2 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 0.85% | $1M | 2.7K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 0.85% | $26M | 50.0K | Q4 2025OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.84% | $15M | 23.9K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.82% | $1M | 2.0K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.82% | $55M | 102.8K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.82% | $2M | 3.9K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 0.82% | $51M | 94.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.81% | $6M | 11.8K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.80% | $4M | 6.6K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 0.78% | $2M | 3.0K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.78% | $1M | 2.9K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.78% | $20M | 36.5K | Q1 2026OLDER |
| Merewether Investment Management, LP$5.2B AUM | 0.77% | $40M | 73.5K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.77% | $2M | 3.0K | Q2 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.76% | $13M | 24.9K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.75% | $2M | 4.0K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.75% | $1M | 2.4K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.75% | $7M | 10.6K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.73% | $6M | 11.5K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.73% | $7M | 13.1K | Q1 2026OLDER |
| Regents Gate Capital LLP$469M AUM | 0.73% | $3M | 6.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.72% | $3M | 5.5K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.72% | $1M | 2.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.71% | $31M | 57.1K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.70% | $711,800 | 1.3K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.70% | $413M | 767.2K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.70% | $2M | 2.9K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 0.69% | $3M | 5.3K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.69% | $2M | 4.4K | Q4 2025OLDER |
| Innova Wealth Partners$211M AUM | 0.69% | $1M | 2.7K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.69% | $2M | 4.5K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.68% | $12M | 17.1K | Q2 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.68% | $1M | 2.0K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.68% | $26M | 47.8K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.68% | $2M | 4.4K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.68% | $11M | 22.0K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.67% | $29M | 53.0K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.67% | $15M | 28.0K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.67% | $5M | 9.0K | Q2 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.67% | $1M | 2.7K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.66% | $1M | 2.0K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.66% | $2M | 3.1K | Q4 2025OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.66% | $4M | 7.2K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.66% | $3M | 5.2K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.66% | $7M | 12.1K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.66% | $8M | 14.2K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.66% | $6M | 10.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.65% | $81M | 151.0K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.65% | $2M | 3.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.65% | $9M | 12.0K | Q2 2026 |
| Northern Financial Advisors Inc$137M AUM | 0.64% | $880,202 | 1.6K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.64% | $3M | 5.2K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.64% | $1.9B | 3.50M | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.63% | $13M | 23.6K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.63% | $164M | 305.1K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.63% | $4M | 6.6K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.63% | $954,985 | 1.8K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.63% | $5M | 10.1K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.63% | $1M | 2.1K | Q4 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.62% | $4M | 6.7K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.62% | $3M | 6.1K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.62% | $9M | 16.0K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.61% | $99M | 184.9K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.61% | $6M | 12.0K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.61% | $12M | 22.5K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.61% | $2M | 3.2K | Q2 2026 |
| Turas Capital Management LP$392M AUM | 0.60% | $2M | 3.5K | Q4 2025OLDER |
| Boston Partners$95.5B AUM | 0.60% | $574M | 1.06M | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.60% | $2M | 2.9K | Q2 2026 |
| Mengis Capital Management, Inc.$581M AUM | 0.60% | $3M | 6.5K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.60% | $1M | 1.9K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.59% | $769,907 | 1.4K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.59% | $2M | 3.9K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.58% | $2M | 4.6K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 0.58% | $4M | 3.5K | Q2 2026 |
| EARNEST PARTNERS LLC$24.3B AUM | 0.58% | $140M | 260.5K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.58% | $1M | 2.5K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.57% | $1M | 2.7K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.57% | $9M | 17.3K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.57% | $1M | 2.2K | Q4 2025OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.56% | $3M | 5.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.56% | $663,338 | 1.2K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 0.56% | $1M | 2.3K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.55% | $3M | 4.5K | Q2 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.55% | $5M | 9.1K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.55% | $37M | 68.2K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.55% | $15M | 27.2K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 0.54% | $918,810 | 1.8K | Q4 2025OLDER |
| First American Bank$1.6B AUM | 0.54% | $9M | 16.1K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.54% | $1M | 2.0K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.54% | $9M | 17.2K | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.54% | $882,642 | 1.2K | Q2 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 0.54% | $3M | 5.7K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.53% | $5M | 9.8K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.53% | $2M | 2.9K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.52% | $11M | 21.1K | Q1 2026OLDER |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 0.52% | $715,028 | 1.3K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.52% | $942,073 | 1.8K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.52% | $3M | 6.0K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.51% | $2M | 4.3K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 0.51% | $589,132 | 1.1K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.51% | $3M | 6.3K | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.51% | $19M | 35.0K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.51% | $791,294 | 1.5K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.50% | $546,090 | 1.0K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.50% | $8M | 15.0K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.49% | $9M | 16.0K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.49% | $772,316 | 2.5K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.49% | $2M | 3.3K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 0.48% | $810,258 | 1.5K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.47% | $2M | 3.5K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.47% | $658,743 | 1.2K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.47% | $42M | 77.8K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.47% | $1M | 2.1K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.47% | $32M | 60.0K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.46% | $2M | 3.9K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 0.46% | $476,363 | 885 | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.46% | $3M | 5.2K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.46% | $2M | 3.6K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.46% | $992,834 | 2.1K | Q4 2025OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 0.45% | $531,026 | 987 | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.45% | $153M | 283.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.44% | $1M | 2.4K | Q4 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.43% | $3M | 5.5K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.43% | $14M | 27.7K | Q4 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.43% | $3M | 6.0K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.42% | $10M | 19.2K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.42% | $4M | 5.8K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.42% | $452M | 841.0K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.41% | $399M | 741.9K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.41% | $1M | 2.0K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.41% | $5M | 10.0K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.41% | $432,319 | 604 | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.41% | $4M | 8.1K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.41% | $4M | 6.8K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.41% | $772,059 | 1.4K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.41% | $2M | 3.2K | Q4 2025OLDER |
| Field & Main Bank$344M AUM | 0.41% | $1M | 2.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.41% | $36M | 66.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.40% | $10M | 18.3K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.40% | $19M | 34.5K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.40% | $1M | 2.5K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.40% | $380M | 707.2K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.40% | $443,328 | 824 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.40% | $997,565 | 3.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.40% | $24M | 44.2K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.39% | $3M | 5.9K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.39% | $2M | 4.2K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.39% | $1M | 2.3K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.39% | $7M | 12.2K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.38% | $1M | 2.3K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.38% | $4M | 8.1K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.38% | $1M | 2.6K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.38% | $2M | 3.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.38% | $584,290 | 1.1K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.38% | $1M | 2.4K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.38% | $2M | 2.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.38% | $8M | 15.4K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.38% | $832,953 | 1.3K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.38% | $465,726 | 653 | Q2 2026 |
| Sagewood Asset Management LP$319M AUM | 0.37% | $1M | 2.2K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 0.37% | $735,046 | 1.4K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.37% | $766,678 | 1.4K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.37% | $5M | 8.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.37% | $2M | 3.8K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.37% | $1M | 2.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.36% | $11M | 20.7K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.36% | $8M | 15.6K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.36% | $2M | 3.4K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.36% | $5M | 8.8K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.36% | $570,301 | 1.1K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.36% | $515,423 | 958 | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.36% | $58M | 107.9K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.35% | $5M | 10.5K | Q4 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.35% | $245M | 456.1K | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 0.35% | $919,320 | 1.8K | Q4 2025OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 0.35% | $3M | 7.4K | Q3 2025OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.34% | $11M | 22.7K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.34% | $1M | 2.0K | Q2 2026 |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.34% | $5M | 9.6K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.34% | $565,178 | 1.1K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.34% | $8M | 15.9K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.34% | $3M | 5.7K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.34% | $10M | 18.4K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.33% | $853,691 | 1.6K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.33% | $124M | 292.5K | Q3 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.33% | $2M | 4.7K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.33% | $2M | 3.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.33% | $6M | 10.9K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 0.33% | $43M | 80.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.33% | $6M | 11.6K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.32% | $13M | 25.0K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.32% | $3M | 5.5K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.32% | $736,011 | 1.4K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.32% | $734,397 | 1.4K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.32% | $657,207 | 1.2K | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.32% | $1M | 2.2K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.32% | $5M | 7.7K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.32% | $1M | 1.9K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.32% | $1M | 2.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.32% | $18M | 34.1K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.32% | $2M | 3.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.32% | $31M | 57.0K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 0.32% | $1M | 2.0K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.31% | $1M | 1.7K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.31% | $903,483 | 1.7K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.31% | $3M | 6.5K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.31% | $459,606 | 854 | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.31% | $1M | 2.1K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 0.31% | $538,020 | 1.0K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.31% | $1M | 2.4K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.31% | $1M | 2.5K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.30% | $3M | 5.3K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.30% | $381,456 | 709 | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 0.30% | $3M | 4.8K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.30% | $23M | 42.8K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.30% | $501,996 | 933 | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.30% | $376,710 | 700 | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.30% | $617,026 | 1.1K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.30% | $538,020 | 1.0K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 0.29% | $923,781 | 1.7K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.29% | $706,420 | 1.3K | Q2 2026 |
| Juno Financial Group LLC$255M AUM | 0.29% | $743,931 | 1.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.29% | $38M | 69.7K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.29% | $97M | 179.5K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.29% | $1M | 1.9K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.29% | $2M | 4.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.29% | $9M | 16.6K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.29% | $5M | 10.0K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.28% | $2M | 3.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.28% | $8M | 15.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.28% | $155M | 288.8K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.28% | $624,103 | 1.2K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.28% | $2M | 3.1K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.28% | $2M | 2.9K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.28% | $336,263 | 625 | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.28% | $1M | 2.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.28% | $9M | 13.2K | Q2 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.28% | $1M | 2.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.28% | $3M | 6.4K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.28% | $7M | 13.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.27% | $923,780 | 1.7K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.27% | $41M | 79.6K | Q4 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.27% | $594,512 | 1.1K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.27% | $311,502 | 610 | Q4 2025OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.27% | $54M | 100.1K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.27% | $696,198 | 1.3K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.27% | $287,622 | 535 | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 0.27% | $713,670 | 1.7K | Q3 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.27% | $826,948 | 1.5K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.27% | $539,742 | 753 | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.27% | $2M | 4.4K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.27% | $674,590 | 1.3K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.27% | $21M | 39.1K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.27% | $5M | 8.9K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.27% | $974,224 | 1.6K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.26% | $6M | 11.4K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.26% | $590,746 | 1.1K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.26% | $1M | 2.1K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 0.26% | $24M | 46.5K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.26% | $274,118 | 649 | Q3 2025OLDER |
| ROGCO, LP$300M AUM | 0.26% | $775,287 | 1.4K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.26% | $3M | 4.4K | Q2 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.26% | $1M | 2.1K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.26% | $499,821 | 929 | Q1 2026OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.26% | $599,810 | 841 | Q2 2026 |
| TKG Advisors, LLC$242M AUM | 0.26% | $619,261 | 1.2K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.26% | $31M | 57.3K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.25% | $2M | 3.1K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.25% | $3M | 4.9K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.25% | $339,960 | 666 | Q4 2025OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.25% | $3M | 3.9K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.25% | $802M | 1.50M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.25% | $154M | 286.8K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.25% | $67M | 125.5K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.25% | $2M | 3.5K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.25% | $482,378 | 897 | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.25% | $35M | 64.6K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.25% | $642,934 | 1.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.24% | $143M | 265.8K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.24% | $649,558 | 1.5K | Q3 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.24% | $347,966 | 488 | Q2 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.24% | $4M | 5.8K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.24% | $181M | 335.6K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.24% | $86M | 159.5K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.24% | $674,165 | 945 | Q2 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.24% | $6M | 12.0K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.24% | $333,036 | 619 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.24% | $129M | 238.9K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.24% | $7M | 13.0K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.24% | $1M | 2.1K | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.23% | $295,911 | 550 | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.23% | $7M | 12.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.23% | $511M | 967.0K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.23% | $60M | 110.7K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.23% | $58M | 108.3K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.23% | $1M | 2.4K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.23% | $5M | 9.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.23% | $11M | 19.9K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.23% | $3M | 3.9K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.23% | $17M | 30.9K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.23% | $610,508 | 856 | Q2 2026 |
| Providence Financial Advisors, LLC$175M AUM | 0.23% | $406,205 | 755 | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.23% | $656,922 | 1.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.23% | $161M | 299.6K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.23% | $15M | 28.7K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.23% | $241,033 | 448 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.23% | $18M | 33.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.23% | $3M | 5.5K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.23% | $2M | 2.9K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.23% | $1M | 2.1K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.23% | $1M | 1.6K | Q2 2026 |
| Purkiss Capital Advisors LLC$227M AUM | 0.23% | $514,226 | 956 | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.23% | $817,252 | 1.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.23% | $3M | 4.9K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.22% | $383,779 | 562 | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.22% | $2M | 4.0K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.22% | $665,531 | 1.2K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.22% | $245,337 | 456 | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 0.22% | $242,109 | 450 | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.22% | $54M | 100.0K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.22% | $15M | 30.2K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.22% | $611,460 | 1.1K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.22% | $4M | 7.2K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.22% | $1M | 2.7K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.22% | $408,357 | 759 | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.22% | $4M | 7.0K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.22% | $11M | 20.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.21% | $4.0B | 7.50M | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.21% | $352,403 | 655 | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.21% | $12M | 21.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.21% | $127M | 235.8K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.21% | $545,139 | 1.0K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.21% | $302,734 | 563 | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.21% | $858,680 | 1.6K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 0.21% | $228,469 | 425 | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.21% | $769,507 | 1.4K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.21% | $500,652 | 813 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.