SEC 13F Intelligence

CRMSALESFORCE INC

CUSIP 79466L302 · Yahoo Finance ↗ · Google Finance ↗

Salesforce Inc (CRM) has 2,628 institutional holders in Filings Flow’s 13F database, together reporting 721.10M shares worth $132.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,628
Q1 2026
Reported Value
$132.3B
Ticker
CRM
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,172Q4 ’18Q1 ’19: 1,286Q2 ’19: 1,257Q2 ’19Q3 ’19: 1,310Q2 ’21: 1,925Q2 ’21Q4 ’21: 2,161Q4 ’22: 1,883Q4 ’22Q4 ’25: 2,846Q1 ’26: 2,628Q1 ’26Q2 ’26: 223filingsflow.com
Total reported value
Q4 ’18: $1.36TQ4 ’18Q1 ’19: $1.61TQ2 ’19: $1.41TQ2 ’19Q3 ’19: $1.46TQ2 ’21: $1.85TQ2 ’21Q4 ’21: $2.30TQ4 ’22: $41.6BQ4 ’22Q4 ’25: $193.2BQ1 ’26: $132.3BQ1 ’26Q2 ’26: $1.8Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FERNBRIDGE CAPITAL MANAGEMENT LP$1.6B AUM23.08%$360M1.93MQ1 2026OLDER
TAM Capital Management Inc.$205M AUM19.99%$41M219.3KQ1 2026OLDER
Rule One Partners, LLC$101M AUM16.13%$16M87.0KQ1 2026OLDER
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$2.2B AUM13.10%$292M1.56MQ1 2026OLDER
ValueAct Holdings, L.P.$5.7B AUM9.79%$559M2.99MQ1 2026OLDER
Veritas Asset Management LLP$5.9B AUM7.13%$421M2.25MQ1 2026OLDER
Contour Asset Management LLC$3.1B AUM7.01%$301M1.13MQ4 2025OLDER
TenCore Partners, LP$129M AUM6.40%$8M44.1KQ1 2026OLDER
Novo Holdings A/S$1.2B AUM5.95%$73M393.2KQ1 2026OLDER
Positano Wealth Management Ltd$135M AUM5.82%$8M42.1KQ2 2026
Value Partners Investments Inc.$1.3B AUM5.52%$72M387.2KQ1 2026OLDER
Kessler Investment Group, LLC$234M AUM5.45%$13M81.4KQ2 2026
Niles Investment Management, LLC$111M AUM5.37%$7M26.6KQ4 2025OLDER
Independent Franchise Partners LLP$14.3B AUM5.27%$753M4.04MQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM5.26%$9M47.6KQ1 2026OLDER
GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM5.10%$735M2.77MQ4 2025OLDER
Starboard Value LP$4.6B AUM4.72%$249M940.3KQ4 2025OLDER
BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM4.58%$135M720.7KQ1 2026OLDER
Stack Financial Management, Inc$1.4B AUM4.43%$58M219.2KQ4 2025OLDER
Montaka Global Pty Ltd$167M AUM4.25%$7M38.1KQ1 2026OLDER
Longview Partners (Guernsey) LTD$7.1B AUM4.00%$283M1.51MQ1 2026OLDER
Platform Wealth Management, LLC$376M AUM3.96%$15M56.2KQ4 2025OLDER
GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM3.91%$40M168.2KQ3 2025OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM3.90%$6M32.7KQ1 2026OLDER
Generali Powszechne Towarzystwo Emerytalne$566M AUM3.82%$22M115.8KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM3.81%$132M705.2KQ1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM3.71%$2.8B14.92MQ1 2026OLDER
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$262M AUM3.70%$10M52.0KQ1 2026OLDER
NIGHTVIEW CAPITAL, LLC$131M AUM3.63%$5M25.4KQ1 2026OLDER
MayTech Global Investments, LLC$820M AUM3.57%$35M133.0KQ4 2025OLDER
Dash Acquisitions Inc.$480M AUM3.47%$17M89.5KQ1 2026OLDER
Suncoast Equity Management$833M AUM3.46%$34M129.1KQ4 2025OLDER
Zuckerman Investment Group, LLC$1.1B AUM3.36%$36M191.8KQ1 2026OLDER
J. Stern & Co. LLP$1.0B AUM3.32%$34M183.4KQ1 2026OLDER
Munro Partners$3.0B AUM3.27%$6M35.3KQ3 2025OLDER
Iyo Bank, Ltd.$281M AUM3.23%$10M38.2KQ4 2025OLDER
SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM3.19%$100M378.5KQ4 2025OLDER
PRENTISS SMITH & CO INC$172M AUM3.15%$6M23.5KQ3 2025OLDER
Sustainable Growth Advisers, LP$10.6B AUM3.06%$325M1.74MQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM3.05%$199M840.0KQ3 2025OLDER
Guinness Atkinson Asset Management Inc$200M AUM3.03%$6M32.5KQ1 2026OLDER
XN LP$2.7B AUM2.99%$107M403.2KQ4 2025OLDER
Route One Investment Company, L.P.$2.3B AUM2.97%$80M338.6KQ3 2025OLDER
L1 Capital International Pty Ltd$1.7B AUM2.87%$48M258.2KQ1 2026OLDER
PENN DAVIS MCFARLAND INC$1.0B AUM2.84%$29M155.3KQ1 2026OLDER
Encore Global Management, LP$143M AUM2.82%$4M21.6KQ1 2026OLDER
Carmignac Gestion$6.5B AUM2.79%$182M974.1KQ2 2026
Ramiah Investment Group$275M AUM2.79%$3M10.9KQ1 2026OLDER
Triavera Capital LLC$167M AUM2.78%$6M24.1KQ3 2025OLDER
DigitalBridge Group, Inc.$1.6B AUM2.77%$44M235.3KQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM2.76%$34M181.3KQ1 2026OLDER
JERICHO FINANCIAL, LLP$159M AUM2.70%$4M22.9KQ1 2026OLDER
Titan Investment Solutions Ltd$781M AUM2.65%$22M83.2KQ4 2025OLDER
Riverview Capital Advisers, LLC$300M AUM2.62%$8M42.1KQ1 2026OLDER
Bulltick Wealth Management, LLC$453M AUM2.60%$12M63.0KQ1 2026OLDER
Benchstone Capital Management LP$860M AUM2.57%$24M90.2KQ4 2025OLDER
AKRE CAPITAL MANAGEMENT LLC$6.1B AUM2.49%$153M817.8KQ1 2026OLDER
CROSSLINK CAPITAL INC$1.0B AUM2.49%$25M136.0KQ1 2026OLDER
MCRAE CAPITAL MANAGEMENT INC$482M AUM2.46%$12M63.4KQ1 2026OLDER
Gibraltar Capital Management, Inc.$581M AUM2.41%$14M75.1KQ1 2026OLDER
1248 Management, LLC$216M AUM2.37%$5M27.4KQ1 2026OLDER
TRAN CAPITAL MANAGEMENT, L.P.$728M AUM2.33%$19M73.4KQ4 2025OLDER
JIA INVESTMENT ALLIANCE PTE. LTD.$956M AUM2.30%$22M117.9KQ1 2026OLDER
Williams & Novak, LLC$151M AUM2.27%$3M21.9KQ2 2026
CDC Financial, Inc.$157M AUM2.23%$4M18.8KQ1 2026OLDER
CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM2.22%$4M22.5KQ1 2026OLDER
Foyston, Gordon & Payne Inc$434M AUM2.20%$10M51.1KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM2.20%$27M142.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM2.19%$83M443.3KQ1 2026OLDER
Exane Asset Management$489M AUM2.17%$10M33.2KQ4 2025OLDER
LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM2.16%$90M338.0KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM2.13%$690M3.69MQ1 2026OLDER
Sanders Capital, LLC$83.9B AUM2.12%$1.8B9.53MQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM2.11%$826M4.43MQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM2.11%$40M214.7KQ1 2026OLDER
Parsonex Advisory Services, Inc.$102M AUM2.11%$2M11.6KQ1 2026OLDER
Collar Capital Management, LLC$155M AUM2.10%$3M17.4KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM2.10%$336M1.80MQ1 2026OLDER
Meridiem Capital Partners LP$1.5B AUM2.10%$32M172.3KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM2.08%$22M117.5KQ1 2026OLDER
Graphene Investments SAS$149M AUM2.07%$3M16.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM2.05%$60M227.4KQ4 2025OLDER
Paragon Capital Management Ltd$476M AUM2.04%$10M52.1KQ1 2026OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM2.04%$25M94.1KQ4 2025OLDER
Deane Retirement Strategies, Inc.$236M AUM2.03%$5M30.6KQ2 2026
Petrus Trust Company, LTA$915M AUM2.02%$19M99.1KQ1 2026OLDER
Gemsstock Ltd.$949M AUM1.98%$19M100.5KQ1 2026OLDER
ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM1.96%$7M40.1KQ1 2026OLDER
Eastover Investment Advisors LLC$233M AUM1.95%$5M24.4KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM1.94%$1.1B6.13MQ1 2026OLDER
MILFORD FUNDS LTD$4.8B AUM1.94%$93M496.0KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM1.91%$42M223.5KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM1.91%$5M24.4KQ1 2026OLDER
St. Louis Financial Planners Asset Management, LLC$188M AUM1.90%$4M21.4KQ2 2026
AMERICAN FINANCIAL GROUP INC$270M AUM1.87%$5M27.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM1.87%$512M1.93MQ4 2025OLDER
Morangie Management LLC$109M AUM1.85%$2M10.8KQ1 2026OLDER
CFC Planning Co LLC$140M AUM1.83%$3M13.7KQ1 2026OLDER
MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM1.82%$20M74.9KQ4 2025OLDER
Heron Bay Capital Management$1.1B AUM1.81%$20M105.4KQ1 2026OLDER
RBA Wealth Management, LLC$278M AUM1.79%$5M26.6KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM1.78%$590M2.49MQ3 2025OLDER
Thomasville National Bank$1.6B AUM1.78%$29M108.2KQ4 2025OLDER
CEERA INVESTMENTS, LLC$228M AUM1.77%$4M21.6KQ1 2026OLDER
Westchester Capital Management, Inc.$497M AUM1.74%$9M46.2KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM1.73%$48M181.7KQ4 2025OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM1.73%$32M170.4KQ1 2026OLDER
HARVEY CAPITAL MANAGEMENT INC$439M AUM1.71%$8M40.2KQ1 2026OLDER
QUATTRO FINANCIAL ADVISORS LLC$331M AUM1.70%$6M30.1KQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM1.69%$113M605.6KQ1 2026OLDER
Alua Capital Management LP$1.1B AUM1.69%$24M103.1KQ3 2025OLDER
Promethos Capital, LLC$372M AUM1.69%$6M26.5KQ3 2025OLDER
MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM1.67%$29M186.0KQ2 2026
Motley Fool Wealth Management, LLC$884M AUM1.66%$15M78.5KQ1 2026OLDER
LifePlan Financial, LLC$135M AUM1.65%$2M12.0KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM1.65%$86M459.0KQ1 2026OLDER
Volterra Technologies LP$823M AUM1.63%$13M71.9KQ1 2026OLDER
Clean Yield Group$355M AUM1.62%$6M30.8KQ1 2026OLDER
PKO BP BANKOWY Universal Pension Society JSC$350M AUM1.61%$6M36.0KQ2 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM1.61%$4M20.9KQ1 2026OLDER
Howard Capital Management Group, LLC$1.5B AUM1.58%$24M127.8KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM1.58%$334M1.26MQ4 2025OLDER
Wells Trecaso Financial Group, LLC$210M AUM1.57%$3M14.0KQ3 2025OLDER
Dundas Partners LLP$1.3B AUM1.57%$20M105.3KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM1.57%$17M71.4KQ3 2025OLDER
GDS Wealth Management$1.7B AUM1.53%$26M136.7KQ1 2026OLDER
Talbot Financial, LLC$1.2B AUM1.53%$18M97.5KQ1 2026OLDER
Maytus Capital Management, LLC$562M AUM1.52%$9M45.8KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM1.52%$1.1B6.06MQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM1.52%$5M19.9KQ4 2025OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM1.51%$8M54.1KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM1.51%$43M229.6KQ1 2026OLDER
Timber Creek Capital Management LLC$412M AUM1.50%$6M33.2KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM1.50%$40M216.8KQ1 2026OLDER
Pegasus Asset Management, Inc.$313M AUM1.49%$5M25.0KQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM1.48%$14M51.0KQ4 2025OLDER
Strategic Wealth Investment Group, LLC$788M AUM1.48%$12M62.5KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM1.48%$10M53.1KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM1.47%$42M223.5KQ1 2026OLDER
Jefferson Bridge Capital, LLC$101M AUM1.47%$1M7.9KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM1.47%$19M100.8KQ1 2026OLDER
Blue Zone Wealth Advisors, LLC$491M AUM1.46%$7M38.5KQ1 2026OLDER
Atala Financial Inc$149M AUM1.43%$2M11.4KQ1 2026OLDER
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM1.42%$2M6.6KQ4 2025OLDER
Hillman Capital Management, Inc.$144M AUM1.42%$2M11.0KQ1 2026OLDER
PeakShares LLC$109M AUM1.38%$2M8.1KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM1.38%$4M19.2KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM1.37%$494M2.65MQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM1.36%$2M11.3KQ1 2026OLDER
BARLOW WEALTH PARTNERS, LLC$900M AUM1.35%$12M66.6KQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM1.33%$5M20.2KQ3 2025OLDER
VAN STRUM & TOWNE INC.$343M AUM1.33%$5M24.4KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM1.33%$2M8.5KQ4 2025OLDER
Revisor Wealth Management LLC$362M AUM1.32%$5M25.6KQ1 2026OLDER
LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM1.30%$2M8.1KQ4 2025OLDER
Fore Capital, LLC$162M AUM1.30%$4M15.0KQ4 2025OLDER
Cordatus Wealth Management LLC$420M AUM1.30%$6M21.2KQ4 2025OLDER
BERKLEY W R CORP$1.9B AUM1.29%$27M103.8KQ4 2025OLDER
Mirova US LLC$8.8B AUM1.29%$114M609.5KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM1.29%$10M35.2KQ1 2026OLDER
MIDDLETON & CO INC/MA$877M AUM1.28%$11M60.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM1.28%$2.4B12.66MQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM1.28%$3M13.7KQ1 2026OLDER
Hudson Capital Management LLC$387M AUM1.27%$5M26.4KQ1 2026OLDER
Employees Provident Fund Board$13.2B AUM1.26%$167M894.1KQ1 2026OLDER
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM1.26%$6M24.2KQ4 2025OLDER
UDINE WEALTH MANAGEMENT, INC.$205M AUM1.26%$2,66010.0KQ4 2025OLDER
GS Investments, Inc.$175M AUM1.25%$2M11.7KQ1 2026OLDER
DUPONT CAPITAL MANAGEMENT CORP$879M AUM1.25%$11M41.8KQ4 2025OLDER
RPG Investment Advisory, LLC$829M AUM1.25%$10M55.4KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM1.24%$6M31.5KQ1 2026OLDER
AXS Investments LLC$290M AUM1.22%$4M13.3KQ1 2026OLDER
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM1.22%$19M70.2KQ4 2025OLDER
Ahara Advisors LLC$120M AUM1.21%$1M7.8KQ1 2026OLDER
PARTHENON LLC$875M AUM1.20%$11M56.4KQ1 2026OLDER
WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM1.19%$1M7.7KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM1.18%$20M74.1KQ1 2026OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM1.18%$10M52.5KQ1 2026OLDER
Cohen Investment Advisors LLC$210M AUM1.17%$2M13.1KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM1.16%$176M941.2KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM1.16%$44M233.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM1.15%$48M255.3KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM1.14%$2M9.5KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM1.14%$4M19.9KQ1 2026OLDER
Advisory Resource Group$581M AUM1.14%$7M35.6KQ1 2026OLDER
Boomfish Wealth Group, LLC$187M AUM1.13%$2M11.3KQ1 2026OLDER
PARUS FINANCE (UK) Ltd$334M AUM1.13%$4M20.2KQ1 2026OLDER
Exit Wealth Advisors, LLC.$195M AUM1.12%$2M7.1KQ3 2025OLDER
PIONEER TRUST BANK N A/OR$412M AUM1.12%$5M24.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM1.11%$14M52.9KQ4 2025OLDER
Crake Asset Management LLP$2.9B AUM1.11%$32M170.4KQ1 2026OLDER
NS Partners Ltd$2.2B AUM1.11%$28M107.0KQ4 2025OLDER
Sendero Wealth Management, LLC$904M AUM1.10%$10M53.3KQ1 2026OLDER
GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM1.10%$1M6.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM1.09%$9M37.7KQ3 2025OLDER
MERIDIAN MANAGEMENT CO$402M AUM1.09%$4M23.4KQ1 2026OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM1.08%$53M199.9KQ4 2025OLDER
PLIMOTH TRUST CO LLC$447M AUM1.08%$5M26.0KQ1 2026OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM1.08%$9M32.5KQ4 2025OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM1.07%$57M305.4KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM1.07%$67M356.7KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM1.07%$11M59.8KQ1 2026OLDER
Kentucky Farm Bureau Mutual Insurance Co$204M AUM1.07%$2M16.0KQ1 2026OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM1.07%$7M27.8KQ4 2025OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM1.07%$364M1.95MQ1 2026OLDER
Peak Asset Management, LLC$567M AUM1.06%$6M32.3KQ1 2026OLDER
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM1.06%$15M81.5KQ1 2026OLDER
Everest Financial Group LLC$607M AUM1.06%$6M34.5KQ1 2026OLDER
Clarity Financial LLC$919M AUM1.06%$10M52.2KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM1.06%$7M29.3KQ3 2025OLDER
Investment Research & Advisory Group, Inc.$286M AUM1.06%$3M16.2KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM1.06%$61M326.1KQ1 2026OLDER
Selective Wealth Management, Inc.$338M AUM1.05%$4M19.6KQ1 2026OLDER
MMBG INVESTMENT ADVISORS CO.$1.1B AUM1.05%$11M61.4KQ1 2026OLDER
Mainstream Capital Management LLC$149M AUM1.05%$2M6.0KQ4 2025OLDER
Hudson Canyon Capital Management$163M AUM1.05%$2M9.2KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM1.05%$20M129.3KQ2 2026
Stamos Capital Partners, L.P.$640M AUM1.04%$7M35.8KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM1.04%$25M133.5KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM1.04%$7M25.3KQ4 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM1.02%$191M1.03MQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM1.02%$147M555.1KQ4 2025OLDER
Kamunting Street Capital Management, L.P.$183M AUM1.02%$2M10.0KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM1.02%$4M20.2KQ1 2026OLDER
STEINBERG ASSET MANAGEMENT LLC$154M AUM1.01%$2M8.3KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM1.01%$51M275.2KQ1 2026OLDER
Glassy Mountain Advisors, Inc.$322M AUM1.01%$3M17.4KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM1.01%$4M23.8KQ1 2026OLDER
Altrafin AG$290M AUM1.01%$3M13.4KQ4 2025OLDER
STRATEGIC PLANNING GROUP, LLC$715M AUM1.01%$8M29.5KQ4 2025OLDER
Finer Wealth Management, Inc.$199M AUM1.00%$2M10.7KQ1 2026OLDER
Proem Advisors LLC$1.7B AUM1.00%$9M39.8KQ3 2025OLDER
Hixon Zuercher, LLC$321M AUM0.99%$3M17.1KQ1 2026OLDER
Kampmann Melissa S.$125M AUM0.99%$1M6.6KQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.99%$4M21.7KQ1 2026OLDER
Reflection Asset Management$141M AUM0.99%$1M5.2KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.99%$2M8.5KQ1 2026OLDER
ADAPT Investment Managers SA$7.6B AUM0.98%$74M397.0KQ1 2026OLDER
Vulcan Value Partners, LLC$3.8B AUM0.97%$37M196.8KQ1 2026OLDER
Notis-McConarty Edward$201M AUM0.97%$2M8.8KQ3 2025OLDER
Hamilton Point Investment Advisors, LLC$649M AUM0.96%$6M33.5KQ1 2026OLDER
WestEnd Advisors, LLC$4.1B AUM0.95%$39M210.8KQ1 2026OLDER
PARAGON CAPITAL MANAGEMENT INC$118M AUM0.94%$1M6.0KQ1 2026OLDER
Wealth Advisors of Tampa Bay, LLC$302M AUM0.94%$3M15.3KQ1 2026OLDER
Elefante Mark B$182M AUM0.94%$1M6.2KQ3 2025OLDER
EPG Wealth Management LLC$369M AUM0.94%$3M13.2KQ4 2025OLDER
Cetera Trust Company, N.A$177M AUM0.94%$2M8.9KQ1 2026OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM0.93%$2M10.9KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.93%$26M137.8KQ1 2026OLDER
Sompo Asset Management Co., Ltd.$609M AUM0.93%$6M36.2KQ2 2026
CONNORS INVESTOR SERVICES INC$1.1B AUM0.93%$10M53.8KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM0.93%$20M76.3KQ4 2025OLDER
CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM0.92%$1M7.4KQ1 2026OLDER
Carmel Capital Partners, LLC$277M AUM0.92%$3M9.9KQ4 2025OLDER
GKV Capital Management Co., Inc.$267M AUM0.92%$2M13.2KQ1 2026OLDER
Sava Infond d.o.o.$1.4B AUM0.92%$13M82.9KQ2 2026
GraniteShares Advisors LLC$139M AUM0.92%$1M6.8KQ1 2026OLDER
Accuvest Global Advisors$107M AUM0.92%$1M4.7KQ4 2025OLDER
HALL LAURIE J TRUSTEE$322M AUM0.92%$3M14.0KQ1 2026OLDER
GPM Growth Investors, Inc.$238M AUM0.92%$2M11.7KQ1 2026OLDER
Valiant Capital Management, L.P.$1.7B AUM0.92%$16M85.3KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.91%$2M7.7KQ3 2025OLDER
LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM0.90%$1M6.4KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.90%$1M7.9KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.90%$14M74.7KQ1 2026OLDER
Alight Capital Management LP$417M AUM0.89%$4M20.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.89%$379M2.03MQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.89%$9M49.3KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.89%$21M80.2KQ4 2025OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.89%$29M155.8KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.88%$24M128.1KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.88%$6M31.6KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.88%$9M49.8KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.88%$160M855.3KQ1 2026OLDER
AFT, FORSYTH & COMPANY, INC.$212M AUM0.88%$2M10.0KQ1 2026OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.88%$3M15.9KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.88%$41M220.5KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.88%$20M109.1KQ1 2026OLDER
Modus Advisors, LLC$363M AUM0.87%$3M17.0KQ1 2026OLDER
Roberts Wealth Advisors, LLC$394M AUM0.87%$3M18.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.87%$825M4.42MQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.86%$33M174.6KQ1 2026OLDER
KENSICO CAPITAL MANAGEMENT CORP$4.9B AUM0.86%$56M235.6KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.86%$2M10.4KQ3 2025OLDER
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM0.85%$968,8155.2KQ1 2026OLDER
Mill Capital Management, LLC$1.3B AUM0.85%$11M59.9KQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM0.85%$22M116.5KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.85%$10M54.5KQ1 2026OLDER
Silphium Asset Management Ltd$264M AUM0.84%$3M12.0KQ3 2025OLDER
Generate Investment Management Ltd$2.0B AUM0.83%$17M90.6KQ1 2026OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.83%$2M12.1KQ1 2026OLDER
Dempze Nancy E$182M AUM0.83%$2M6.4KQ3 2025OLDER
Delaney Dennis R$282M AUM0.83%$2M7.0KQ3 2025OLDER
Nautilus Advisors LLC$146M AUM0.83%$1M6.5KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.83%$2M8.3KQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.83%$16M85.0KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.83%$14M84.4KQ1 2026OLDER
Invera Wealth Advisors, LLC$156M AUM0.82%$1M4.9KQ4 2025OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.82%$57M305.6KQ1 2026OLDER
BOYAR ASSET MANAGEMENT INC.$176M AUM0.82%$1M7.7KQ1 2026OLDER
Houlihan Financial Resource Group, Ltd.$257M AUM0.82%$2M11.2KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.81%$163M615.6KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.81%$124M665.1KQ1 2026OLDER
Legacy Trust$522M AUM0.81%$4M22.7KQ1 2026OLDER
Chapman Investment Management, LLC$121M AUM0.81%$981,3245.3KQ1 2026OLDER
Fluent Financial, LLC$280M AUM0.81%$2M14.5KQ2 2026
Junto Capital Management LP$4.7B AUM0.81%$37M138.3KQ4 2025OLDER
Hutchinson Financial Advisors, INC$102M AUM0.81%$820,2573.5KQ3 2025OLDER
Numerai GP LLC$997M AUM0.80%$6M24.0KQ3 2025OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.80%$11M56.7KQ1 2026OLDER
RB Capital Management, LLC$471M AUM0.80%$4M20.1KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.80%$20M107.5KQ1 2026OLDER
Goodman Financial Corp$582M AUM0.80%$5M24.9KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.79%$46M244.9KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.79%$2M12.6KQ1 2026OLDER
PINCUS CAPITAL MANAGEMENT, LP$144M AUM0.79%$1M6.1KQ1 2026OLDER
FOCUS Wealth Advisors, LLC$216M AUM0.79%$2M8.6KQ1 2026OLDER
Family Manage LLC$834M AUM0.79%$6M23.5KQ4 2025OLDER
GREENWOOD GEARHART LLC$1.8B AUM0.78%$14M77.6KQ1 2026OLDER
Verde Capital Management$468M AUM0.78%$4M13.8KQ4 2025OLDER
Marietta Wealth Management, LLC$841M AUM0.78%$7M35.1KQ1 2026OLDER
Trifecta Capital Advisors, LLC$646M AUM0.78%$5M26.9KQ1 2026OLDER
Marion Wealth Management$451M AUM0.77%$3M18.6KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.77%$13M85.1KQ2 2026
Rathbones Group PLC$50.6B AUM0.77%$197M800.4KQ2 2026
MOTCO$1.1B AUM0.77%$8M44.4KQ1 2026OLDER
FIL Ltd$128.7B AUM0.77%$987M5.29MQ1 2026OLDER
M. Kulyk & Associates, LLC$536M AUM0.77%$4M22.0KQ1 2026OLDER
ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM0.77%$13M71.2KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.77%$33M177.0KQ1 2026OLDER
OMC Financial Services LTD$258M AUM0.76%$2M10.6KQ1 2026OLDER
BRANDYWINE MANAGERS, LLC$170M AUM0.76%$1M6.9KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.76%$15M78.1KQ1 2026OLDER
RV Capital AG$383M AUM0.76%$3M15.5KQ1 2026OLDER
Processus Wealth & Capital Management, LLC$147M AUM0.76%$1M6.0KQ1 2026OLDER
Ally Financial Inc.$804M AUM0.75%$6M32.5KQ1 2026OLDER
Stonebridge Capital Advisors LLC$1.4B AUM0.75%$11M57.7KQ1 2026OLDER
Unisphere Establishment$11.9B AUM0.75%$101M380.5KQ4 2025OLDER
MATTERS CAPITAL LLC$113M AUM0.75%$849,3484.5KQ1 2026OLDER
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM0.75%$14M75.8KQ1 2026OLDER
Alecta Tjanstepension Omsesidigt$20.5B AUM0.75%$153M821.0KQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.75%$34M181.7KQ1 2026OLDER
Norway Savings Bank$239M AUM0.74%$2M11.3KQ2 2026
FinArc Investments, Inc.$104M AUM0.74%$772,8144.1KQ1 2026OLDER
Minot DeBlois Advisors LLC$110M AUM0.74%$817,7274.4KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.74%$67M361.3KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.74%$110M415.2KQ4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.74%$6M30.5KQ1 2026OLDER
BDF-GESTION$747M AUM0.74%$6M29.5KQ1 2026OLDER
Fisher Funds Management LTD$3.4B AUM0.74%$25M134.5KQ1 2026OLDER
First County Bank /CT/$213M AUM0.73%$2M9.9KQ2 2026
Kentucky Trust Co$191M AUM0.73%$1M7.5KQ1 2026OLDER
EDENTREE ASSET MANAGEMENT Ltd$332M AUM0.73%$2M13.0KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM0.72%$762,2524.1KQ1 2026OLDER
Orange Investment Advisors, Inc.$772M AUM0.72%$6M29.9KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.72%$5M24.8KQ1 2026OLDER
CMH Wealth Management LLC$655M AUM0.72%$5M29.9KQ2 2026
WRIGHT INVESTORS SERVICE INC$318M AUM0.71%$2M12.1KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.71%$153M817.4KQ1 2026OLDER
Future Fund LLC$284M AUM0.71%$2M8.5KQ4 2025OLDER
Vickerman Investment Advisors, Inc.$476M AUM0.71%$3M18.0KQ1 2026OLDER
River Wealth Advisors LLC$871M AUM0.70%$6M32.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.70%$35M226.5KQ2 2026
Sculati Wealth Management, LLC$271M AUM0.70%$2M10.2KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.70%$16M86.9KQ1 2026OLDER
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM0.70%$9M35.2KQ4 2025OLDER
Paloma Partners Management Co$510M AUM0.70%$4M17.9KQ3 2025OLDER
Nicholas Wealth, LLC.$145M AUM0.70%$1M5.4KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.70%$2M12.2KQ1 2026OLDER
TIEMANN INVESTMENT ADVISORS, LLC$255M AUM0.70%$2M9.5KQ1 2026OLDER
Asio Capital, LLC$712M AUM0.70%$5M18.6KQ4 2025OLDER
Ayrshire Capital Management LLC$193M AUM0.69%$2M5.7KQ4 2025OLDER
United Bank$301M AUM0.69%$2M11.1KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.69%$792,5044.2KQ1 2026OLDER
ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM0.69%$35M133.1KQ4 2025OLDER
D L CARLSON INVESTMENT GROUP INC$582M AUM0.69%$4M15.4KQ4 2025OLDER
WD RUTHERFORD LLC$225M AUM0.69%$2M8.3KQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.69%$19M100.1KQ1 2026OLDER
Karani Asset Management LLC$122M AUM0.68%$836,0954.5KQ1 2026OLDER
Sierra Legacy Group$131M AUM0.68%$897,1364.8KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.68%$7M36.7KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.68%$5M26.7KQ1 2026OLDER
WHALEROCK POINT PARTNERS, LLC$518M AUM0.68%$4M18.9KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.68%$3M16.5KQ1 2026OLDER
Mandatum Life Insurance Co Ltd$445M AUM0.68%$3M16.1KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.68%$56M301.1KQ1 2026OLDER
CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM0.67%$4M19.4KQ1 2026OLDER
MARK ASSET MANAGEMENT LP$1.1B AUM0.67%$10M38.0KQ4 2025OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.67%$6M34.3KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.66%$25M132.5KQ1 2026OLDER
Iowa State Bank$543M AUM0.66%$4M19.3KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.66%$9M39.6KQ3 2025OLDER
Vision Capital Management, Inc.$792M AUM0.66%$5M28.0KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.66%$23M123.6KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.66%$3M14.4KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM0.65%$2M10.7KQ1 2026OLDER
GUERRA PAN ADVISORS, LLC$162M AUM0.65%$1M5.7KQ1 2026OLDER
Bowman & Co S.C.$237M AUM0.65%$2M5.8KQ4 2025OLDER
Kidder Stephen W$340M AUM0.65%$2M9.6KQ3 2025OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.65%$856,0414.6KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.65%$800,2604.3KQ1 2026OLDER
Renasant Bank$141M AUM0.65%$912,2564.9KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.64%$5M29.1KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.64%$677,9853.6KQ1 2026OLDER
Arta Finance Wealth Management LLC$202M AUM0.64%$1M7.0KQ1 2026OLDER
Van Diest Capital, LLC$127M AUM0.64%$815,4674.4KQ1 2026OLDER
Next Capital Management LLC$330M AUM0.64%$2M11.3KQ1 2026OLDER
Orin Green Financial, LLC$244M AUM0.64%$2M8.4KQ1 2026OLDER
Pursuit Wealth Management LLC$116M AUM0.64%$743,0652.8KQ4 2025OLDER
Bay Rivers Group$293M AUM0.64%$2M8.2KQ1 2026OLDER
Fairbanks Capital Management, Inc.$160M AUM0.64%$1M4.4KQ4 2025OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.63%$885,5634.7KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.63%$13M72.0KQ1 2026OLDER
DNCA FINANCE$1.7B AUM0.63%$11M59.0KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.63%$157M593.4KQ4 2025OLDER
Sidoxia Capital Management, LLC$116M AUM0.63%$729,5113.9KQ1 2026OLDER
bLong Financial, LLC$132M AUM0.63%$831,2414.5KQ1 2026OLDER
J.M. Arbour, LLC$104M AUM0.63%$653,5323.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.63%$5M23.7KQ4 2025OLDER
Select Equity Group, L.P.$19.5B AUM0.62%$122M651.7KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.62%$3M15.3KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.62%$9M49.3KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.62%$769,4544.1KQ1 2026OLDER
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM0.62%$2M11.9KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.62%$11M58.7KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.61%$4M19.4KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.61%$3M17.8KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.61%$10M37.3KQ4 2025OLDER
Kennebec Savings Bank$111M AUM0.61%$682,2793.7KQ1 2026OLDER
Ironwood Investment Counsel, LLC$694M AUM0.61%$4M22.7KQ1 2026OLDER
Keeler Thomas Management LLC$236M AUM0.61%$1M7.7KQ1 2026OLDER
Coastwise Capital Group, LLC$180M AUM0.61%$1M5.9KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.61%$231M1.24MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.61%$4.7B25.24MQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.60%$3M14.1KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.60%$34M127.2KQ4 2025OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.60%$882,4004.7KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.60%$21M114.7KQ1 2026OLDER
Aljian Capital Management, LLC$487M AUM0.60%$3M15.6KQ1 2026OLDER
BANTAMAC CAPITAL, LLC$186M AUM0.60%$1M6.0KQ1 2026OLDER
ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM0.60%$733,1624.1KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.60%$864,4694.6KQ1 2026OLDER
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM0.60%$1M6.0KQ2 2026
Oak Harvest Investment Services$958M AUM0.59%$5M20.6KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.59%$4M16.2KQ3 2025OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.59%$1M5.8KQ1 2026OLDER
Wealth Management Partners, LLC$350M AUM0.59%$2M7.8KQ4 2025OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.59%$9M46.6KQ1 2026OLDER
ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM0.59%$371M1.40MQ4 2025OLDER
Robinhood Asset Management, LLC$1.4B AUM0.59%$7M27.8KQ4 2025OLDER
Fortis Capital Management LLC$977M AUM0.59%$6M30.7KQ1 2026OLDER
Andrew Hill Investment Advisors, Inc.$112M AUM0.59%$752,9493.2KQ3 2025OLDER
Huntleigh Advisors, Inc.$585M AUM0.59%$3M18.4KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.59%$2M10.6KQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.58%$2M10.6KQ1 2026OLDER
Renaissance Investment Group LLC$508M AUM0.58%$3M12.1KQ3 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.58%$39M208.4KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.58%$3M11.2KQ4 2025OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.58%$13M71.6KQ1 2026OLDER
WESTBOURNE INVESTMENTS, INC.$210M AUM0.58%$1M4.7KQ4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.58%$45M244.1KQ1 2026OLDER
POWER WEALTH MANAGEMENT LLC$269M AUM0.58%$2M8.3KQ1 2026OLDER
Sphera Management Technology Funds Ltd$178M AUM0.58%$1M5.5KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.58%$17M65.4KQ4 2025OLDER
Capital International, Inc./CA/$13.0B AUM0.58%$75M400.5KQ1 2026OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.57%$733,7512.8KQ4 2025OLDER
BankPlus Trust Department$374M AUM0.57%$2M11.5KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.57%$44M234.0KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.57%$9M46.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.57%$70M376.7KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.57%$1M5.4KQ1 2026OLDER
HOWARD HUGHES MEDICAL INSTITUTE$416M AUM0.57%$2M12.6KQ1 2026OLDER
Elevated Financial Group LLC$308M AUM0.57%$2M9.3KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.56%$1M4.3KQ4 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.56%$6M31.9KQ1 2026OLDER
Shum Financial Group, Inc.$141M AUM0.56%$795,7744.3KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.56%$7M35.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.56%$7M39.1KQ1 2026OLDER
SEAVIEW INVESTMENT MANAGERS LLC$277M AUM0.56%$1M5.6KQ4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.56%$678M3.63MQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.56%$1M7.8KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.55%$4M22.9KQ1 2026OLDER
Bey-Douglas LLC$115M AUM0.55%$634,1983.4KQ1 2026OLDER
COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM0.55%$10M37.6KQ4 2025OLDER
Cyr Financial Inc.$170M AUM0.55%$809,1923.4KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.55%$11M43.4KQ4 2025OLDER
Capital International Investors$426.5B AUM0.55%$2.4B12.62MQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM0.55%$2M12.5KQ1 2026OLDER
VIRTUE ASSET MANAGEMENT LLC$126M AUM0.55%$689,4833.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.55%$634M3.40MQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.54%$1M7.7KQ1 2026OLDER
Persium Advisors, LLC$127M AUM0.54%$689,5593.7KQ1 2026OLDER
KRS Capital Management, LLC$163M AUM0.54%$884,1324.7KQ1 2026OLDER
BLB&B Advisors, LLC$2.4B AUM0.54%$13M69.7KQ1 2026OLDER
Crescent Sterling, Ltd.$112M AUM0.54%$600,0083.8KQ2 2026
Cove Private Wealth, LLC$440M AUM0.54%$2M12.6KQ1 2026OLDER
Cornerstone Planning, LLC$443M AUM0.54%$2M12.7KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.54%$22M94.3KQ3 2025OLDER
DOVER ADVISORS, LLC$242M AUM0.53%$1M6.9KQ1 2026OLDER
Dockside LLC$397M AUM0.53%$2M7.8KQ4 2025OLDER

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