SEC 13F Intelligence

DALDELTA AIR LINES INC

CUSIP 247361702 · Yahoo Finance ↗ · Google Finance ↗

Delta Air Lines Inc (DAL) has 1,327 institutional holders in Filings Flow’s 13F database, together reporting 575.10M shares worth $37.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,327
Q1 2026
Reported Value
$37.4B
Ticker
DAL
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 939Q4 ’18Q1 ’19: 948Q2 ’19: 978Q2 ’19Q3 ’19: 1,003Q2 ’21: 911Q2 ’21Q4 ’21: 912Q4 ’22: 926Q4 ’22Q4 ’25: 1,307Q1 ’26: 1,327Q1 ’26Q2 ’26: 83filingsflow.com
Total reported value
Q4 ’18: $260.8BQ4 ’18Q1 ’19: $275.2BQ2 ’19: $322.4BQ2 ’19Q3 ’19: $397.4BQ2 ’21: $197.0BQ2 ’21Q4 ’21: $168.9BQ4 ’22: $6.7BQ4 ’22Q4 ’25: $37.5BQ1 ’26: $37.4BQ1 ’26Q2 ’26: $195Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GMT CAPITAL CORP$2.2B AUM13.42%$294M4.42MQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM9.91%$255M3.84MQ1 2026OLDER
U S GLOBAL INVESTORS INC$858M AUM9.08%$78M1.17MQ1 2026OLDER
LANSDOWNE PARTNERS (UK) LLP$1.9B AUM8.85%$165M2.49MQ1 2026OLDER
CLEARFIELD CAPITAL MANAGEMENT LP$188M AUM7.00%$13M197.8KQ1 2026OLDER
PAR CAPITAL MANAGEMENT INC$3.5B AUM6.80%$235M3.53MQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM4.39%$133M2.00MQ1 2026OLDER
Teewinot Capital Advisers, L.L.C.$1.3B AUM3.90%$50M883.3KQ3 2025OLDER
Family Office Research LLC$230M AUM3.15%$7M109.0KQ1 2026OLDER
Woodson Capital Management, LP$636M AUM3.00%$19M287.0KQ1 2026OLDER
Slate Path Capital LP$6.7B AUM2.93%$197M2.97MQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM2.75%$59M894.1KQ1 2026OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM2.66%$28M418.3KQ1 2026OLDER
Rock Point Advisors, LLC$370M AUM2.63%$10M146.2KQ1 2026OLDER
Alta Fundamental Advisers LLC$265M AUM2.51%$7M100.0KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM2.38%$374M5.62MQ1 2026OLDER
Game Creek Capital, LP$301M AUM2.34%$7M105.9KQ1 2026OLDER
Sanders Capital, LLC$83.9B AUM2.33%$2.0B29.47MQ1 2026OLDER
J. L. Bainbridge & Co., Inc.$1.1B AUM2.23%$25M376.8KQ1 2026OLDER
SWP Investment Management LLC$145M AUM2.19%$3M33.9KQ2 2026
Econ Financial Services Corp$215M AUM2.12%$5M68.7KQ1 2026OLDER
Castle Hook Partners LP$23.4B AUM2.08%$488M73.4KQ1 2026OLDER
Aristides Capital LLC$462M AUM2.06%$10M143.4KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM1.95%$14M212.1KQ1 2026OLDER
SMA Capital LLC$232M AUM1.83%$4M55.0KQ4 2025OLDER
Red Spruce Capital, LLC$287M AUM1.76%$5M53.9KQ2 2026
BRISTOL JOHN W & CO INC /NY/$6.1B AUM1.73%$105M1.58MQ1 2026OLDER
Jefferson Bridge Capital, LLC$101M AUM1.70%$2M25.8KQ1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM1.60%$1.2B18.00MQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM1.58%$25M369.9KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM1.56%$108M1.62MQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM1.55%$4M74.7KQ3 2025OLDER
Interval Partners, LP$3.8B AUM1.49%$57M856.0KQ1 2026OLDER
Steamboat Capital Partners, LLC$403M AUM1.47%$6M89.1KQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM1.38%$1M22.5KQ1 2026OLDER
Southpoint Capital Advisors LP$4.9B AUM1.37%$66M1.00MQ1 2026OLDER
WS MANAGEMENT LLLP$1.1B AUM1.35%$15M230.0KQ1 2026OLDER
Patient Capital Management, LLC$2.7B AUM1.34%$37M552.5KQ1 2026OLDER
ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM1.34%$62M938.8KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM1.30%$36M545.0KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM1.29%$2M34.5KQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM1.28%$523M7.87MQ1 2026OLDER
Albar Capital Partners LLP$618M AUM1.26%$5M77.0KQ4 2025OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM1.22%$2M29.4KQ1 2026OLDER
American Financial Advisors, LLC$750M AUM1.17%$9M132.3KQ1 2026OLDER
GUERRA PAN ADVISORS, LLC$162M AUM1.14%$2M27.7KQ1 2026OLDER
Schear Investment Advisers, LLC$227M AUM1.11%$3M38.0KQ1 2026OLDER
Truxt Investmentos Ltda.$156M AUM1.03%$734,11812.9KQ4 2025OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM1.01%$2.6B39.81MQ1 2026OLDER
Carson Advisory Inc.$193M AUM1.00%$2M28.9KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.98%$118M1.77MQ1 2026OLDER
Black Cypress Capital Management, LLC$139M AUM0.97%$1M20.4KQ1 2026OLDER
Constant Guidance Financial LLC$145M AUM0.97%$1M19.9KQ4 2025OLDER
KKM Financial LLC$563M AUM0.95%$5M76.7KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.94%$6M92.0KQ1 2026OLDER
Meiji Yasuda America Inc$404M AUM0.93%$4M58.7KQ4 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.92%$1.2B17.55MQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.90%$21M310.6KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.86%$11M165.1KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.86%$2M34.9KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.86%$128M1.84MQ4 2025OLDER
KWMG, LLC$1.4B AUM0.85%$12M125.5KQ2 2026
WRIGHT INVESTORS SERVICE INC$318M AUM0.84%$3M40.4KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.84%$117M1.76MQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.84%$74M1.12MQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.82%$2M29.3KQ1 2026OLDER
Oxinas Partners, LLC$219M AUM0.81%$2M26.8KQ1 2026OLDER
Sciencast Management LP$785M AUM0.81%$4M76.6KQ3 2025OLDER
CCM INVESTMENT ADVISERS LLC$1.0B AUM0.81%$8M126.6KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.79%$3M47.9KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.76%$5M80.0KQ1 2026OLDER
Generate Investment Management Ltd$2.0B AUM0.75%$15M260.0KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.74%$4M60.5KQ1 2026OLDER
CWC Advisors, LLC.$210M AUM0.73%$2M23.1KQ1 2026OLDER
MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM0.72%$13M194.0KQ4 2025OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.70%$18M268.8KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.69%$3M50.8KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.67%$2M27.2KQ1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.66%$997,20015.0KQ1 2026OLDER
L & S Advisors Inc$795M AUM0.66%$7M102.3KQ4 2025OLDER
Everest Financial Group LLC$607M AUM0.65%$4M58.9KQ1 2026OLDER
Expressive Wealth LLC$105M AUM0.64%$674,2159.2KQ1 2026OLDER
Karani Asset Management LLC$122M AUM0.64%$782,33711.8KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.64%$4M62.1KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM0.63%$15M228.4KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM0.63%$12M167.0KQ4 2025OLDER
Nicholas Wealth, LLC.$145M AUM0.63%$601,92213.8KQ4 2025OLDER
Global Wealth Management Investment Advisory, Inc.$638M AUM0.62%$4M60.0KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.61%$20M308.2KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.61%$187M2.81MQ1 2026OLDER
Sienna Gestion$1.5B AUM0.60%$9M144.5KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.58%$19M279.5KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.58%$39M590.0KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.58%$72M1.08MQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.57%$8M120.3KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.56%$241M3.62MQ1 2026OLDER
SRS Investment Management, LLC$9.5B AUM0.55%$52M780.4KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.55%$5M80.0KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.54%$9M140.5KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.53%$18M260.7KQ4 2025OLDER
Essential Partners LLC$250M AUM0.53%$1M27.0KQ1 2026OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.53%$777,75011.7KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.53%$2M28.7KQ1 2026OLDER
COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM0.52%$9M128.7KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.51%$625,9889.0KQ4 2025OLDER
Marietta Wealth Management, LLC$841M AUM0.50%$4M63.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.50%$4M64.3KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.50%$1M20.2KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.49%$10M150.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.48%$129M1.93MQ1 2026OLDER
Appaloosa LP$5.9B AUM0.48%$33M475.0KQ4 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.48%$4M58.7KQ4 2025OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.47%$3M42.7KQ1 2026OLDER
Worthington Financial Partners, LLC$116M AUM0.47%$545,7368.2KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM0.46%$2M27.8KQ3 2025OLDER
LEUTHOLD GROUP, LLC$939M AUM0.46%$4M64.9KQ1 2026OLDER
Ponta Wealth Partners, LLC$124M AUM0.44%$543,8068.2KQ1 2026OLDER
Regent Peak Wealth Advisors LLC$490M AUM0.43%$2M31.5KQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM0.42%$2M30.6KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.42%$9M161.9KQ3 2025OLDER
Richwood Investment Advisors, LLC$130M AUM0.42%$546,1338.2KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.41%$2M26.9KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.40%$7M98.2KQ1 2026OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.40%$5M54.3KQ2 2026
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.40%$1M21.0KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.38%$1M19.0KQ1 2026OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.38%$475,9977.2KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.38%$6M97.1KQ1 2026OLDER
one8zero8, LLC$449M AUM0.37%$2M25.3KQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM0.37%$459,3776.9KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.37%$968,72510.3KQ2 2026
Coastwise Capital Group, LLC$180M AUM0.36%$653,4239.8KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.36%$7M102.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.36%$727,69010.9KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.36%$705,24510.6KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.36%$138M1.96MQ1 2026OLDER
Elevated Financial Group LLC$308M AUM0.35%$1M16.3KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.35%$1M17.2KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.34%$5M70.0KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.33%$28M500.0KQ3 2025OLDER
KMG FIDUCIARY PARTNERS, LLC$1.1B AUM0.33%$4M38.1KQ2 2026
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.33%$647,1839.7KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.33%$123M1.85MQ1 2026OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM0.32%$951,66114.3KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.32%$1M21.6KQ1 2026OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.32%$8M115.3KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.32%$612,7766.5KQ2 2026
CastleKnight Management LP$6.0B AUM0.32%$19M289.6KQ1 2026OLDER
Capital International Investors$426.5B AUM0.32%$1.4B20.57MQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.32%$5M73.4KQ1 2026OLDER
Sanchez Levi Garrett$159M AUM0.32%$504,8537.6KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.32%$1M17.7KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.31%$604,7799.1KQ1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.31%$592,3058.9KQ1 2026OLDER
Scientech Research LLC$120M AUM0.31%$371,3575.6KQ1 2026OLDER
626 Financial, LLC$224M AUM0.31%$684,65110.3KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.30%$5M80.1KQ3 2025OLDER
Global Financial Private Client, LLC$306M AUM0.30%$923,14113.9KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.30%$663,1189.2KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.30%$9M133.8KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.30%$2M25.6KQ1 2026OLDER
Dynamic Financial Group$122M AUM0.29%$359,5245.4KQ1 2026OLDER
Navalign, LLC$396M AUM0.29%$1M17.5KQ1 2026OLDER
CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM0.29%$518,3287.2KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.29%$37M560.0KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.29%$18M274.1KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.28%$38M565.0KQ1 2026OLDER
Cercano Management LLC$2.3B AUM0.28%$7M129.7KQ3 2025OLDER
RD Lewis Holdings, Inc.$115M AUM0.28%$324,4994.8KQ1 2026OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM0.28%$367,4965.5KQ1 2026OLDER
Corient IA LLC$106M AUM0.28%$295,1714.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.28%$1M21.4KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.27%$786,43711.8KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.27%$270,4414.1KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.27%$485,8007.0KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.27%$912,37213.7KQ1 2026OLDER
AGP FRANKLIN, LLC$200M AUM0.27%$532,7718.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.26%$45M670.8KQ1 2026OLDER
Freedom Financial Partners LLC$281M AUM0.26%$726,47110.9KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.26%$4M69.5KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.26%$1M21.0KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.26%$246M3.70MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.26%$35M524.3KQ1 2026OLDER
HC Advisors, LLC$149M AUM0.26%$382,8225.8KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.25%$5M71.7KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.25%$397,2096.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.25%$121M1.74MQ4 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.25%$2M26.6KQ2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.25%$549M8.44MQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.25%$17M255.5KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.25%$5M89.9KQ3 2025OLDER
E&G Advisors, LP$449M AUM0.25%$1M16.9KQ1 2026OLDER
MidWestOne Financial Group, Inc.$900M AUM0.25%$2M32.2KQ4 2025OLDER
Navigation Group, LLC$427M AUM0.25%$1M15.9KQ1 2026OLDER
WEALTH EFFECTS LLC$282M AUM0.24%$686,40610.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.24%$11M167.5KQ1 2026OLDER
Grant Private Wealth Management Inc$237M AUM0.24%$566,6436.0KQ2 2026
Abundance Wealth Counselors$697M AUM0.24%$2M25.0KQ1 2026OLDER
JT Stratford LLC$786M AUM0.24%$2M27.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.23%$49M865.7KQ3 2025OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.23%$356,3995.4KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.23%$297,5854.4KQ1 2026OLDER
Beck Bode, LLC$591M AUM0.23%$1M20.2KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.23%$5M73.2KQ1 2026OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.23%$395,1665.9KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.22%$4M60.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.22%$48M727.0KQ1 2026OLDER
Carl P. Sherr & Co., LLC$213M AUM0.22%$476,1617.2KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.22%$1M15.2KQ1 2026OLDER
Wealth Management Partners, LLC$350M AUM0.22%$772,56411.6KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.22%$595,9279.0KQ1 2026OLDER
Hyperion Capital Advisors LP$208M AUM0.22%$448,7406.8KQ1 2026OLDER
BROADWOOD CAPITAL INC$1.4B AUM0.21%$4M52.5KQ4 2025OLDER
Taylor & Morgan Wealth Management, LLC$175M AUM0.21%$369,9125.6KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.21%$14M209.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.21%$20M294.6KQ4 2025OLDER
Focus Financial Network, Inc.$3.2B AUM0.21%$7M71.8KQ2 2026
Ally Financial Inc.$804M AUM0.21%$2M25.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.20%$567,50010.0KQ3 2025OLDER
Wealth Quarterback LLC$254M AUM0.20%$499,8317.5KQ1 2026OLDER
Park Capital Management, LLC / WI$103M AUM0.20%$200,9033.0KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.20%$451,5376.5KQ4 2025OLDER
Heritage Trust Co$997M AUM0.20%$2M29.3KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.19%$2M25.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.19%$115M1.74MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.19%$179M2.69MQ1 2026OLDER
Beta Wealth Group, Inc.$242M AUM0.19%$459,3906.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.19%$3M50.1KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.19%$5M81.2KQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM0.19%$270,8684.8KQ3 2025OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.19%$5M76.1KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.19%$262,1973.9KQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM0.19%$669,52010.1KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.19%$1M19.9KQ1 2026OLDER
FORTRESS FINANCIAL GROUP, LLC$135M AUM0.18%$248,3893.7KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.18%$364,6285.3KQ4 2025OLDER
QTR Family Wealth, LLC$240M AUM0.18%$440,0286.1KQ1 2026OLDER
McHugh Group, LLC$169M AUM0.18%$309,1324.7KQ1 2026OLDER
Horizon Advisory Services, Inc.$195M AUM0.18%$356,2005.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.18%$59M893.6KQ1 2026OLDER
Hedges Asset Management LLC$142M AUM0.18%$256,7803.7KQ4 2025OLDER
Polar Capital Holdings Plc$28.2B AUM0.18%$51M762.2KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.18%$241,0563.6KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.18%$1M16.4KQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.18%$1M15.5KQ1 2026OLDER
GFG Capital, LLC$313M AUM0.17%$542,0788.2KQ1 2026OLDER
Chatterton & Associates Inc.$143M AUM0.17%$201,3292.9KQ4 2025OLDER
WealthPoint Financial, LLC$119M AUM0.17%$204,9583.1KQ2 2026
Stanley-Laman Group, Ltd.$814M AUM0.17%$1M20.9KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.17%$410,3156.2KQ2 2026
INCEPTIONR LLC$415M AUM0.17%$709,34210.7KQ1 2026OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.17%$570,2028.6KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.17%$513,6247.7KQ1 2026OLDER
CVFG LLC$804M AUM0.17%$1M20.0KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.17%$4M58.6KQ1 2026OLDER
Triton Wealth Management, PLLC$270M AUM0.17%$444,8226.5KQ1 2026OLDER
Vigilare Wealth Management$326M AUM0.16%$538,1705.7KQ2 2026
PeakShares LLC$109M AUM0.16%$177,8342.7KQ1 2026OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.16%$3M39.8KQ1 2026OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.16%$3M41.1KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.16%$518,2787.8KQ1 2026OLDER
United Community Bank$300M AUM0.16%$485,1057.3KQ1 2026OLDER
GLOBALT Investments LLC / GA$2.8B AUM0.16%$5M68.2KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.16%$2M25.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.16%$247M3.72MQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.16%$389,2415.9KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.16%$6M92.8KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.15%$993,69317.5KQ3 2025OLDER
J. Goldman & Co LP$3.4B AUM0.15%$5M80.0KQ1 2026OLDER
VISTA INVESTMENT PARTNERS II, LLC$223M AUM0.15%$340,2215.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.15%$4M62.1KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.15%$2M94.7KQ3 2025OLDER
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM0.15%$348,2895.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.15%$33M499.8KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.15%$197M2.97MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.15%$816M12.27MQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.15%$762,73011.5KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.15%$265,9204.0KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM0.15%$569,3358.6KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.14%$993,67714.9KQ1 2026OLDER
Arbor Wealth Advisors LLC$164M AUM0.14%$234,1502.5KQ2 2026
Revolve Wealth Partners, LLC$965M AUM0.14%$1M14.7KQ2 2026
Second Half Financial Partners, LLC$222M AUM0.14%$316,8864.8KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.14%$9M130.8KQ1 2026OLDER
Richard W. Paul & Associates, LLC$297M AUM0.14%$415,5696.3KQ1 2026OLDER
Kapstone Financial Advisors LLC$204M AUM0.14%$285,3324.3KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.14%$1M19.9KQ1 2026OLDER
Fi3 FINANCIAL ADVISORS, LLC$346M AUM0.14%$481,1167.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.14%$667M10.04MQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.14%$1M21.3KQ4 2025OLDER
CAP Partners, LLC$177M AUM0.14%$244,1683.7KQ1 2026OLDER
State of Wyoming$844M AUM0.14%$1M17.5KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.14%$293,8424.4KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.14%$1M21.4KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.13%$2M32.2KQ1 2026OLDER
INTERCAPITAL, LLC$299M AUM0.13%$398,8806.0KQ1 2026OLDER
OPAL CAPITAL LLC$565M AUM0.13%$741,51811.2KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.13%$611,9249.2KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.13%$769,70013.6KQ3 2025OLDER
INTRUST BANK NA$1.2B AUM0.13%$2M23.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.13%$38M579.0KQ1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.13%$5M78.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.13%$8M125.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.13%$77M1.15MQ1 2026OLDER
Invst, LLC$886M AUM0.13%$1M17.0KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.13%$488,3687.0KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.13%$21M307.8KQ4 2025OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.13%$7M101.2KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.13%$1M13.6KQ2 2026
Calydon Capital$613M AUM0.13%$772,69711.6KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.12%$1M15.3KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM0.12%$3M41.7KQ1 2026OLDER
Westwood Wealth Management$255M AUM0.12%$315,7804.8KQ1 2026OLDER
PACK Private Wealth, LLC$218M AUM0.12%$269,7904.1KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.12%$11M171.3KQ1 2026OLDER
R Squared Ltd$182M AUM0.12%$286,8155.1KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.12%$4M52.9KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.12%$584,1348.8KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.12%$5M69.4KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.12%$5M75.0KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.12%$210,8753.2KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.12%$284,8574.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.12%$241M2.63MQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.12%$17M253.6KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.12%$7M105.8KQ1 2026OLDER
REDW Wealth LLC$251M AUM0.12%$290,3854.4KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.11%$469,8817.1KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.11%$251,4273.8KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.11%$3M48.2KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.11%$51M769.0KQ1 2026OLDER
EFG International AG$4.7B AUM0.11%$5M79.0KQ1 2026OLDER
Family Capital Management, Inc.$225M AUM0.11%$251,2503.8KQ1 2026OLDER
Lynx Investment Advisory$209M AUM0.11%$204,1072.9KQ4 2025OLDER
Lakeshore Financial Planning, Inc.$276M AUM0.11%$301,5304.5KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.11%$2M27.2KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.11%$3M50.0KQ1 2026OLDER
Legacy Wealth Management, LLC / MS$390M AUM0.11%$414,4464.4KQ2 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.11%$10M154.5KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.10%$711,43910.7KQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.10%$211,6722.3KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.10%$639M9.61MQ1 2026OLDER
W ADVISORS, LLC$195M AUM0.10%$201,2353.0KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.10%$855,08212.6KQ1 2026OLDER
Wealth Dimensions Group, Ltd.$508M AUM0.10%$518,4527.8KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.10%$968,79914.6KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.10%$4M65.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.10%$3M28.6KQ2 2026
LongView Wealth Management$398M AUM0.10%$395,8585.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.10%$1M17.9KQ3 2025OLDER
HENNESSY ADVISORS INC$2.8B AUM0.10%$3M39.8KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.10%$3M38.9KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.10%$25M439.3KQ3 2025OLDER
Capital Management Associates, Inc$442M AUM0.10%$427,3186.4KQ1 2026OLDER
Pflug Koory, LLC$218M AUM0.10%$210,8083.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.10%$1.8B27.38MQ1 2026OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM0.10%$283,7505.0KQ3 2025OLDER
FMR LLC$1.90T AUM0.10%$1.8B27.50MQ1 2026OLDER
United Bank$301M AUM0.10%$286,7954.3KQ1 2026OLDER
Czech National Bank$18.3B AUM0.09%$17M186.0KQ2 2026
Elgethun Capital Management$605M AUM0.09%$571,7288.6KQ1 2026OLDER
Howard Capital Management Inc.$6.1B AUM0.09%$6M86.9KQ1 2026OLDER
Hartford Funds Management Co LLC$1.2B AUM0.09%$1M16.3KQ1 2026OLDER
Gilbert & Cook, Inc.$774M AUM0.09%$720,71010.8KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.09%$3M49.8KQ1 2026OLDER
CPA Asset Management Group, LLC$347M AUM0.09%$315,1663.4KQ2 2026
BTC Capital Management, Inc.$1.5B AUM0.09%$1M20.0KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.09%$1M21.5KQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.09%$375,2805.6KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.09%$25M380.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.09%$520,6717.8KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.09%$8M118.0KQ1 2026OLDER
MASTER'S WEALTH MANAGEMENT INC.$295M AUM0.09%$260,1243.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.09%$787M11.83MQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.09%$528,1847.9KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.09%$1M14.5KQ2 2026
Stonebridge Capital Advisors LLC$1.4B AUM0.09%$1M18.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.09%$202M3.04MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.09%$26M397.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$520,8717.8KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.08%$18M309.1KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.08%$802,05611.6KQ4 2025OLDER
Odyssean, LLC$274M AUM0.08%$230,2873.5KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.08%$685,27610.3KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.08%$795,89912.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.08%$13M195.5KQ2 2026
Greenland Capital Management LP$787M AUM0.08%$782,41611.3KQ4 2025OLDER
Narwhal Capital Management$1.4B AUM0.08%$1M16.9KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.08%$291,9804.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.08%$89M1.34MQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.08%$145,6582.2KQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.08%$431,9817.6KQ3 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.08%$16M248.1KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.08%$5M77.2KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.08%$52M781.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.08%$208,6133.7KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.08%$13M201.1KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.08%$1M17.3KQ1 2026OLDER
COWA, LLC$371M AUM0.08%$294,1744.4KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.08%$2M32.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.08%$8M120.5KQ1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.08%$2M37.0KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.08%$120,4511.8KQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.08%$1M17.2KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.08%$9M137.9KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.08%$1M18.0KQ1 2026OLDER
111 Capital$406M AUM0.08%$405,7637.2KQ3 2025OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.08%$1M16.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.08%$77M1.15MQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.08%$12M177.1KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM0.08%$94,6011.4KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.08%$1M15.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.08%$5.2B74.55MQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.07%$1.2B17.97MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.07%$90,0801.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.07%$42M634.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.07%$8M114.5KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.07%$29M433.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.07%$10M155.8KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.07%$570,8648.6KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.07%$2M36.3KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.07%$365,6445.5KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.07%$78M1.21MQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.07%$2M26.0KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.07%$229,8883.5KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.07%$1M18.1KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.07%$136M2.05MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.07%$2.8B41.94MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.07%$9M127.7KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.07%$29M438.4KQ1 2026OLDER
Greenfield Seitz Capital Management, LLC$332M AUM0.07%$208,2003.0KQ4 2025OLDER
Empirical Finance, LLC$2.1B AUM0.07%$1M21.7KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.07%$9M161.0KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.07%$1M20.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.07%$36M543.4KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$124M AUM0.07%$88,2441.6KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.07%$3M41.8KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.07%$5M78.6KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.07%$228,0423.3KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.07%$39M585.7KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$24M354.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.07%$515M7.75MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.07%$92M1.59MQ3 2025OLDER
Hickory Point Bank & Trust$152M AUM0.07%$99,7201.5KQ1 2026OLDER
Verum Partners LLC$527M AUM0.07%$344,6695.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.07%$632,6909.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.07%$5M74.3KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.07%$175,5822.5KQ4 2025OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.06%$207,4423.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.06%$193M2.91MQ1 2026OLDER
PCM Encore, LLC$486M AUM0.06%$315,3364.7KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.06%$885,48013.3KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.06%$1M21.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.06%$1M17.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.06%$12M183.4KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.06%$922,09313.9KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.06%$22M330.0KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.06%$408,1975.9KQ1 2026OLDER
Strategic Family Wealth Counselors, L.L.C.$381M AUM0.06%$280,7014.2KQ4 2025OLDER
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.06%$539,3908.1KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.06%$147,9182.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$409M6.15MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.06%$73M1.10MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.06%$243M3.66MQ1 2026OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.06%$3M50.0KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.06%$267M4.01MQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.06%$790,44711.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.06%$2M29.6KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.06%$3M39.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.06%$7M101.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.06%$12M185.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.06%$2M31.3KQ4 2025OLDER
Compass Wealth Management LLC$405M AUM0.06%$273,5354.8KQ3 2025OLDER
DENALI ADVISORS LLC$900M AUM0.06%$546,4668.2KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.06%$374,2165.6KQ1 2026OLDER
CenterStar Asset Management, LLC$797M AUM0.06%$482,9827.3KQ1 2026OLDER
Manske Wealth Management$357M AUM0.06%$204,7303.0KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.06%$18M270.5KQ1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.06%$287,5224.3KQ1 2026OLDER
Foster Group, Inc.$3.8B AUM0.06%$2M24.2KQ2 2026
Great Waters Wealth Management$1.1B AUM0.06%$650,3756.9KQ2 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.06%$98M1.47MQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.06%$726,13210.5KQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.06%$2M27.1KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.06%$4M59.6KQ1 2026OLDER
55 North Private Wealth, LLC$508M AUM0.06%$302,5173.2KQ2 2026
BOKF, NA$6.5B AUM0.06%$4M58.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$203,0963.1KQ1 2026OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.06%$393,8945.9KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.06%$207,2702.2KQ2 2026
Sterling Capital Management LLC$5.3B AUM0.06%$3M46.8KQ1 2026OLDER
Cypress Capital Group$889M AUM0.06%$521,5367.8KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.06%$2M16.1KQ2 2026
Alphadyne Asset Management LP$5.8B AUM0.06%$3M50.6KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.06%$183,8842.8KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.06%$758,28012.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.06%$7M102.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.06%$14M207.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.06%$5M77.3KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.06%$2M24.4KQ1 2026OLDER
Balefire, LLC$613M AUM0.06%$348,1983.7KQ2 2026

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