CSXCSX CORP
CUSIP 126408103 · Yahoo Finance ↗ · Google Finance ↗
Csx Corp (CSX) has 1,851 institutional holders in Filings Flow’s 13F database, together reporting 1417.29M shares worth $53.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
1,851
Q1 2026
Reported Value
$53.5B
Ticker
CSX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DRH Investments, Inc.$123M AUM | 10.06% | $12M | 301.8K | Q1 2026OLDER |
| Tiptree Advisors, LLC$172M AUM | 6.13% | $11M | 257.5K | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 5.38% | $11M | 261.1K | Q1 2026OLDER |
| RDST Capital LLC$1.0B AUM | 5.08% | $54M | 1.52M | Q3 2025OLDER |
| SMA Capital LLC$232M AUM | 4.16% | $10M | 234.7K | Q1 2026OLDER |
| Tribune Investment Group LP$261M AUM | 4.09% | $11M | 259.9K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 3.18% | $8M | 204.0K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 3.01% | $97M | 2.35M | Q1 2026OLDER |
| LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM | 3.00% | $119M | 2.89M | Q1 2026OLDER |
| Slotnik Capital, LLC$342M AUM | 3.00% | $10M | 270.0K | Q3 2025OLDER |
| Junto Capital Management LP$4.7B AUM | 2.99% | $142M | 3.46M | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 2.93% | $6M | 155.7K | Q1 2026OLDER |
| Perpetual Ltd$6.5B AUM | 2.86% | $186M | 4.54M | Q1 2026OLDER |
| Tenere Capital LLC$136M AUM | 2.81% | $4M | 93.3K | Q1 2026OLDER |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 2.75% | $82M | 2.00M | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 2.73% | $17M | 405.3K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 2.71% | $37M | 892.4K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 2.60% | $6M | 136.2K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 2.47% | $68M | 1.65M | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 2.29% | $6M | 123.9K | Q2 2026 |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 2.14% | $767M | 18.68M | Q1 2026OLDER |
| DCM Advisors, LLC$220M AUM | 2.11% | $5M | 112.9K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.08% | $3M | 70.6K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 2.08% | $6M | 138.7K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 2.07% | $4M | 94.8K | Q1 2026OLDER |
| PARK PRESIDIO CAPITAL LLC$1.4B AUM | 1.97% | $24M | 667.9K | Q4 2025OLDER |
| Cottage Street Advisors LLC$231M AUM | 1.95% | $5M | 109.6K | Q1 2026OLDER |
| Arvin Capital Management LP$819M AUM | 1.92% | $11M | 300.0K | Q3 2025OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 1.92% | $12M | 326.7K | Q4 2025OLDER |
| VELA Investment Management, LLC$436M AUM | 1.91% | $8M | 202.6K | Q1 2026OLDER |
| GPM Growth Investors, Inc.$238M AUM | 1.84% | $4M | 106.4K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 1.80% | $13M | 278.8K | Q2 2026 |
| Gold Investment Management Ltd.$323M AUM | 1.60% | $5M | 126.0K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.60% | $146M | 4.02M | Q4 2025OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 1.60% | $2M | 49.3K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 1.51% | $8M | 197.0K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.47% | $5M | 115.5K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 1.46% | $2M | 49.0K | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.45% | $4M | 99.9K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.44% | $5M | 133.1K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 1.42% | $53M | 1.30M | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 1.39% | $5M | 110.9K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.37% | $5M | 118.2K | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 1.34% | $4M | 110.4K | Q4 2025OLDER |
| Skylands Capital, LLC$763M AUM | 1.32% | $10M | 245.3K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.29% | $5M | 123.2K | Q1 2026OLDER |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 1.25% | $8M | 216.1K | Q4 2025OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 1.25% | $2M | 39.3K | Q1 2026OLDER |
| Taconic Capital Advisors LP$229M AUM | 1.24% | $3M | 80.0K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 1.24% | $753M | 18.33M | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 1.20% | $3M | 84.6K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.19% | $2M | 40.9K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.16% | $6M | 117.3K | Q2 2026 |
| Reliant Investment Partners, LLC$121M AUM | 1.14% | $1M | 33.7K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.14% | $137M | 3.35M | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 1.13% | $2M | 41.0K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 1.12% | $4M | 88.5K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.11% | $9M | 211.8K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.10% | $13M | 320.9K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 1.09% | $1M | 27.1K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 1.09% | $97M | 2.73M | Q3 2025OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.06% | $1M | 31.1K | Q2 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 1.06% | $62M | 1.51M | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 1.03% | $11M | 265.5K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 1.01% | $64M | 1.76M | Q4 2025OLDER |
| Soroban Capital Partners LP$51.8B AUM | 1.01% | $145M | 4.07M | Q4 2025OLDER |
| Knott David M Jr$168M AUM | 1.00% | $2M | 70.0K | Q3 2025OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.98% | $76M | 1.85M | Q1 2026OLDER |
| Encompass Capital Advisors LLC$3.3B AUM | 0.97% | $32M | 785.8K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.96% | $12M | 295.7K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.95% | $2M | 38.9K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.95% | $15M | 354.1K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.94% | $5M | 121.8K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.94% | $2M | 47.5K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.93% | $2M | 40.2K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.91% | $1M | 34.6K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.91% | $2M | 50.6K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.90% | $2M | 47.7K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.89% | $22M | 545.5K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.86% | $1M | 27.1K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 0.86% | $2M | 42.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.86% | $24M | 596.1K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.84% | $3M | 64.4K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.83% | $2M | 56.3K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.83% | $3M | 67.2K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.82% | $1M | 31.0K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.81% | $1M | 26.6K | Q1 2026OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 0.80% | $3M | 74.8K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 0.79% | $4M | 102.0K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.78% | $1M | 26.1K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.75% | $3M | 66.4K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 0.75% | $2M | 39.0K | Q1 2026OLDER |
| Westchester Capital Management, LLC$2.2B AUM | 0.74% | $18M | 487.6K | Q4 2025OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.71% | $1M | 39.9K | Q4 2025OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.71% | $4M | 85.3K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.70% | $1M | 25.7K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.69% | $2M | 39.0K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.69% | $3M | 75.0K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.69% | $2M | 51.7K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 0.69% | $954,330 | 23.2K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.68% | $132M | 3.23M | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.68% | $1M | 21.2K | Q2 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.67% | $2M | 51.7K | Q4 2025OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 0.67% | $2M | 48.6K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.66% | $56M | 1.57M | Q3 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.65% | $3M | 63.8K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.65% | $478M | 11.65M | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.65% | $86M | 2.10M | Q1 2026OLDER |
| XXEC, Inc.$571M AUM | 0.64% | $4M | 99.7K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.64% | $1M | 34.8K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.64% | $13M | 368.5K | Q4 2025OLDER |
| First National Advisers, LLC$683M AUM | 0.64% | $4M | 106.0K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 0.63% | $3M | 69.7K | Q2 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 0.63% | $96M | 2.34M | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.62% | $2M | 50.1K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.62% | $1M | 25.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.61% | $121M | 2.94M | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.61% | $3M | 76.9K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.61% | $636,391 | 15.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.60% | $2M | 45.0K | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 0.59% | $886,680 | 21.6K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.59% | $4M | 94.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.59% | $4M | 104.6K | Q3 2025OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.59% | $655,914 | 13.8K | Q2 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.58% | $2M | 38.7K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.58% | $1M | 26.1K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.58% | $233M | 5.68M | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.57% | $72M | 1.75M | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.57% | $14M | 338.3K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.56% | $136M | 3.82M | Q3 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.56% | $32M | 785.0K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.56% | $2M | 37.7K | Q2 2026 |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.55% | $2M | 54.0K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.55% | $4M | 124.0K | Q4 2025OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.53% | $1M | 25.0K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 0.53% | $581,802 | 14.2K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.53% | $1M | 36.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.52% | $5M | 115.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.52% | $17M | 405.8K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.52% | $3M | 63.4K | Q2 2026 |
| Militia Capital Partners, LP$263M AUM | 0.52% | $1M | 37.4K | Q4 2025OLDER |
| North Forty Two & Co.$108M AUM | 0.51% | $550,891 | 13.4K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.50% | $761,250 | 21.0K | Q4 2025OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.50% | $531,080 | 12.9K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.50% | $7M | 179.4K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 0.50% | $4M | 98.3K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.50% | $68M | 1.66M | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.49% | $205M | 4.99M | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.49% | $974,404 | 23.7K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.48% | $811,473 | 27.6K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.48% | $4M | 90.3K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.48% | $791,116 | 19.3K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.48% | $643,541 | 15.7K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 0.47% | $1M | 32.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.47% | $2M | 40.5K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.47% | $4M | 100.5K | Q1 2026OLDER |
| Old West Investment Management, LLC$923M AUM | 0.47% | $4M | 105.7K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.47% | $3M | 78.1K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.47% | $1M | 32.4K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.46% | $519,036 | 12.6K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.46% | $1M | 24.8K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.46% | $754,993 | 18.4K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.46% | $3M | 66.6K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.45% | $2M | 68.5K | Q3 2025OLDER |
| Werlinich Asset Management, LLC$262M AUM | 0.45% | $1M | 25.0K | Q2 2026 |
| Atom Investors LP$1.4B AUM | 0.45% | $6M | 154.0K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.45% | $291M | 7.09M | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.44% | $8M | 191.3K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 0.44% | $2M | 50.0K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 0.44% | $3M | 80.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.44% | $98M | 2.38M | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.43% | $1M | 31.0K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.43% | $22M | 534.1K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.43% | $1M | 32.8K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.42% | $3M | 62.0K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.42% | $581,761 | 14.2K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.42% | $1M | 24.5K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.42% | $623,509 | 13.1K | Q2 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.42% | $5M | 119.8K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.42% | $514,750 | 14.2K | Q4 2025OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.42% | $423,349 | 10.3K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 0.42% | $452,138 | 11.0K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.41% | $1M | 30.0K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.41% | $2M | 40.3K | Q2 2026 |
| ELCO Management Co., LLC$208M AUM | 0.41% | $850,515 | 20.7K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.41% | $1M | 24.9K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.41% | $529,248 | 12.9K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.40% | $1M | 24.3K | Q2 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.40% | $924,323 | 22.5K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.40% | $764,638 | 18.6K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.40% | $1M | 25.7K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.40% | $36M | 865.9K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.39% | $5M | 110.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.39% | $2M | 37.7K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.39% | $37M | 912.2K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 0.39% | $800,886 | 19.5K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.39% | $927,402 | 22.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.39% | $2M | 47.0K | Q3 2025OLDER |
| HARVEST MANAGEMENT LLC$206M AUM | 0.38% | $887,750 | 25.0K | Q3 2025OLDER |
| Symmetry Investments LP$913M AUM | 0.38% | $8M | 225.0K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.38% | $503M | 12.26M | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.38% | $1.1B | 27.25M | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.38% | $780,457 | 19.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.38% | $2M | 36.9K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.38% | $1M | 26.0K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.38% | $2M | 47.5K | Q2 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.38% | $1M | 27.6K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.38% | $768,251 | 18.7K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.37% | $91M | 2.21M | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 0.37% | $866,689 | 21.1K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.37% | $748,752 | 18.2K | Q1 2026OLDER |
| Congress Park Capital LLC$326M AUM | 0.37% | $1M | 29.5K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.37% | $2M | 44.0K | Q2 2026 |
| STF Management LP$107M AUM | 0.36% | $387,078 | 10.7K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.36% | $3M | 76.16M | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.36% | $483,442 | 11.8K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.35% | $1M | 29.6K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.35% | $1M | 33.6K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.35% | $392,356 | 9.6K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.34% | $5M | 141.8K | Q4 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.34% | $2M | 62.5K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.34% | $746,610 | 17.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.34% | $23M | 554.7K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.34% | $2M | 42.4K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.34% | $458,734 | 11.2K | Q1 2026OLDER |
| Foresight Group Ltd Liability Partnership$566M AUM | 0.33% | $2M | 47.4K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.33% | $982,266 | 23.9K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.33% | $767,635 | 18.7K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 0.33% | $4M | 91.4K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.32% | $2M | 54.4K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.32% | $1M | 35.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.32% | $9M | 213.0K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.32% | $1M | 35.6K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.31% | $3M | 79.4K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.31% | $2M | 62.2K | Q4 2025OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.31% | $762,321 | 18.6K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.31% | $720,104 | 20.4K | Q4 2025OLDER |
| Sunpointe, LLC$305M AUM | 0.31% | $945,464 | 23.0K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.31% | $327,106 | 7.3K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.31% | $732,126 | 17.8K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.31% | $1M | 29.6K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 0.31% | $758,727 | 18.5K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.31% | $29M | 723.1K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.30% | $3M | 69.4K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.30% | $4M | 101.2K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.30% | $467M | 11.39M | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.30% | $2M | 51.8K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.30% | $51M | 1.25M | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.30% | $962,951 | 23.5K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.30% | $847,974 | 20.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.30% | $1M | 32.5K | Q4 2025OLDER |
| Tudor Financial Inc.$196M AUM | 0.30% | $577,413 | 14.1K | Q1 2026OLDER |
| ABS Direct Equity Fund LLC$131M AUM | 0.29% | $384,592 | 8.6K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.29% | $4M | 85.7K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.29% | $44M | 1.20M | Q4 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.29% | $2M | 60.2K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.29% | $20M | 542.7K | Q4 2025OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.29% | $889,398 | 21.7K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.29% | $3M | 85.3K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.29% | $4M | 89.2K | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.29% | $68M | 1.66M | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.29% | $370,356 | 9.0K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.28% | $789,474 | 19.2K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.28% | $1M | 32.0K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.28% | $2M | 38.0K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.28% | $535,703 | 13.1K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.28% | $35M | 860.8K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.28% | $439,358 | 9.2K | Q2 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.27% | $4M | 85.7K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.27% | $46M | 1.11M | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.27% | $718,131 | 15.1K | Q2 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.27% | $3M | 64.0K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.27% | $776,050 | 18.9K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.27% | $2M | 37.5K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.27% | $460,212 | 11.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.27% | $965,084 | 26.6K | Q4 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.27% | $2M | 54.9K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.27% | $10M | 238.8K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.27% | $446,419 | 10.9K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.27% | $53M | 1.29M | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.27% | $4M | 87.4K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 0.27% | $1M | 36.5K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.26% | $1M | 24.7K | Q2 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.26% | $1M | 32.6K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.26% | $657,867 | 16.0K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.26% | $5M | 120.7K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.26% | $16M | 381.6K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.26% | $2M | 50.9K | Q2 2026 |
| Myriad Asset Management Advisors LLC$339M AUM | 0.26% | $880,000 | 21.4K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.26% | $301,230 | 8.3K | Q4 2025OLDER |
| Successful Portfolios LLC$181M AUM | 0.26% | $466,414 | 11.7K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.25% | $919,181 | 22.2K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.25% | $453,274 | 11.0K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.25% | $5M | 128.6K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 0.25% | $416,757 | 10.2K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.25% | $71M | 1.72M | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.25% | $6M | 148.2K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.25% | $38M | 935.7K | Q1 2026OLDER |
| Third Point LLC$2.1B AUM | 0.25% | $18M | 500.0K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.25% | $554,851 | 13.5K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.25% | $24M | 417.6K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.25% | $1.1B | 26.11M | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.25% | $313,031 | 7.7K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.25% | $8M | 192.4K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.25% | $17M | 402.7K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.25% | $344,747 | 8.4K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 0.24% | $503,684 | 12.3K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.24% | $358,777 | 8.7K | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 0.24% | $14M | 340.8K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.24% | $581,104 | 14.2K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.24% | $400,853 | 9.8K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.24% | $1M | 34.7K | Q1 2026OLDER |
| Slate Path Capital LP$6.7B AUM | 0.23% | $17M | 479.8K | Q4 2025OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.23% | $1M | 24.5K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 0.23% | $961,719 | 23.4K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.23% | $300M | 7.30M | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.23% | $371,684 | 7.8K | Q2 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.23% | $1M | 22.6K | Q2 2026 |
| Roan Capital Partners$121M AUM | 0.23% | $274,248 | 5.8K | Q2 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.23% | $278,319 | 6.8K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.23% | $12M | 299.4K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.23% | $11M | 271.6K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.23% | $831,716 | 20.3K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.22% | $2M | 53.9K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.22% | $525,440 | 12.8K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.22% | $718,950 | 17.5K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.22% | $3M | 66.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.22% | $430M | 10.47M | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.22% | $310,904 | 7.6K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.22% | $616,325 | 15.0K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.22% | $2M | 41.0K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.22% | $1M | 30.9K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.22% | $6M | 134.1K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.22% | $763,735 | 18.6K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.22% | $260,010 | 6.3K | Q2 2026 |
| D.B. Root & Company, LLC$419M AUM | 0.22% | $910,366 | 22.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.22% | $75M | 1.82M | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.22% | $451,444 | 11.0K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.22% | $588,616 | 14.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.22% | $27M | 651.5K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.22% | $685,001 | 16.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.22% | $1.2B | 28.57M | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.22% | $4M | 91.5K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.21% | $973,416 | 20.5K | Q2 2026 |
| KTF INVESTMENTS, LLC$584M AUM | 0.21% | $1M | 30.4K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.21% | $494,015 | 13.9K | Q3 2025OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 0.21% | $382,381 | 9.3K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.21% | $1M | 35.4K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 0.21% | $241,216 | 5.7K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.21% | $928,023 | 22.6K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.21% | $6M | 136.8K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.21% | $26M | 644.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.20% | $49M | 1.20M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.20% | $981M | 23.91M | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.20% | $442,099 | 13.7K | Q4 2025OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.20% | $539,438 | 13.1K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 0.20% | $1M | 34.4K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.20% | $371,708 | 10.3K | Q4 2025OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.20% | $314,839 | 6.6K | Q2 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.20% | $2M | 58.2K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.20% | $4M | 97.5K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.20% | $249,256 | 6.1K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.20% | $357,864 | 8.7K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.20% | $605,674 | 17.1K | Q3 2025OLDER |
| Matisse Capital$234M AUM | 0.20% | $462,716 | 11.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.20% | $17M | 469.0K | Q3 2025OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 0.20% | $1M | 33.2K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.20% | $251,184 | 7.2K | Q4 2025OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.20% | $5M | 126.7K | Q1 2026OLDER |
| Ninepoint Partners LP$904M AUM | 0.20% | $2M | 49.0K | Q4 2025OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.20% | $1M | 32.4K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.20% | $544,640 | 13.3K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.20% | $529,299 | 12.9K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.20% | $9M | 217.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.19% | $2M | 52.6K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.19% | $706,540 | 17.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.19% | $584M | 14.22M | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.19% | $1M | 33.3K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 0.19% | $755,936 | 18.4K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.19% | $13M | 323.7K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.19% | $1M | 24.4K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.19% | $2M | 43.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.19% | $2M | 37.2K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 0.19% | $365,099 | 8.9K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.19% | $339,525 | 8.3K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.19% | $541,056 | 15.0K | Q3 2025OLDER |
| Generation Capital Management LLC$137M AUM | 0.19% | $256,809 | 6.3K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.19% | $235,761 | 5.0K | Q2 2026 |
| Latitude Advisors, LLC$218M AUM | 0.19% | $406,823 | 9.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.19% | $4M | 99.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.19% | $108M | 2.64M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.18% | $24M | 573.4K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.18% | $1M | 33.4K | Q3 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.18% | $1M | 28.4K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.18% | $15M | 376.5K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 0.18% | $449,391 | 10.9K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 0.18% | $473,863 | 11.5K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.18% | $22M | 530.0K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.18% | $872,313 | 21.3K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.18% | $3M | 75.5K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.18% | $2M | 52.2K | Q2 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.18% | $801,542 | 19.5K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.18% | $3M | 61.7K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.18% | $464,616 | 12.8K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.18% | $219M | 5.33M | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.18% | $266,168 | 5.6K | Q2 2026 |
| IFM Investors Pty Ltd$12.0B AUM | 0.18% | $21M | 522.5K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.18% | $78M | 1.89M | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.18% | $6M | 141.7K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.18% | $411,444 | 10.0K | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.18% | $285,255 | 6.3K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.18% | $1M | 30.0K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.18% | $2M | 39.5K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.18% | $812,979 | 22.4K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.18% | $14M | 346.2K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.18% | $2M | 40.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.18% | $304,617 | 7.4K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.18% | $6M | 143.7K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.18% | $295,560 | 7.2K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.18% | $1M | 26.2K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.17% | $822,218 | 20.0K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.17% | $179,594 | 4.4K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.17% | $5M | 130.0K | Q3 2025OLDER |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 0.17% | $2M | 50.0K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 0.17% | $1M | 28.0K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.17% | $227M | 5.52M | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.17% | $1M | 29.8K | Q3 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.17% | $107M | 2.61M | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 0.17% | $918,740 | 22.4K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.17% | $1M | 27.6K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.17% | $1M | 29.5K | Q2 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.17% | $6M | 165.6K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.17% | $516,026 | 17.5K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.17% | $259,436 | 6.3K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.17% | $932,287 | 22.7K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.17% | $395,312 | 9.6K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.17% | $1M | 22.0K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.17% | $104M | 2.52M | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.17% | $788,037 | 19.2K | Q2 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.17% | $387,644 | 11.9K | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.17% | $130M | 3.17M | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.17% | $3M | 76.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.17% | $2M | 46.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.16% | $487,962 | 11.9K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 0.16% | $394,038 | 10.9K | Q4 2025OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.16% | $205,139 | 5.7K | Q4 2025OLDER |
| Thoma Capital Management LLC$169M AUM | 0.16% | $275,158 | 6.7K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.16% | $2M | 52.3K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.16% | $281,996 | 5.9K | Q2 2026 |
| Governors Lane LP$1.6B AUM | 0.16% | $2M | 59.6K | Q3 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.16% | $499,179 | 12.2K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.16% | $545,226 | 13.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.16% | $108M | 2.63M | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.16% | $458,505 | 12.9K | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.16% | $40M | 981.2K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.16% | $1M | 28.7K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 0.16% | $328,400 | 8.0K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.16% | $492,354 | 12.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $263,193 | 6.4K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.16% | $415,960 | 8.8K | Q2 2026 |
| Alhambra Investment Management LLC$217M AUM | 0.16% | $343,753 | 8.4K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.16% | $117M | 2.84M | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.16% | $340,952 | 9.6K | Q3 2025OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.16% | $2M | 44.8K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.16% | $2M | 40.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.16% | $675M | 16.45M | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.16% | $9M | 217.0K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.16% | $249,132 | 6.1K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.16% | $11M | 265.1K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.16% | $465,876 | 11.3K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.16% | $1M | 33.7K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.16% | $678,187 | 16.5K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.15% | $968,615 | 23.6K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.15% | $227,007 | 5.5K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.15% | $258,761 | 7.3K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.15% | $5M | 121.0K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.15% | $1M | 31.0K | Q2 2026 |
| Manatuck Hill Partners, LLC$370M AUM | 0.15% | $435,000 | 12.0K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.15% | $7M | 159.7K | Q1 2026OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.15% | $1M | 30.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.15% | $88M | 2.15M | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 0.15% | $1M | 26.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.15% | $28M | 679.5K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.15% | $240,759 | 5.9K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.15% | $356,475 | 7.5K | Q2 2026 |
| Wellington Shields Capital Management, LLC$666M AUM | 0.15% | $994,754 | 24.2K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.15% | $426,229 | 10.4K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.15% | $9M | 230.9K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.15% | $1M | 27.4K | Q1 2026OLDER |
| WAYCROSS PARTNERS, LLC$1.0B AUM | 0.15% | $2M | 50.0K | Q4 2025OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.15% | $206,975 | 5.0K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.15% | $632,622 | 15.4K | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.15% | $550,563 | 13.4K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.15% | $732,373 | 17.8K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.15% | $36M | 867.3K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.15% | $425,832 | 10.4K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.15% | $8M | 222.8K | Q3 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.15% | $508,571 | 10.7K | Q2 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.15% | $923,625 | 22.5K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.15% | $651,053 | 15.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.