DUKDUKE ENERGY CORP NEW
CUSIP 26441C204 · Yahoo Finance ↗ · Google Finance ↗
Duke Energy Corp New (DUK) has 2,423 institutional holders in Filings Flow’s 13F database, together reporting 538.20M shares worth $68.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,423
Q1 2026
Reported Value
$68.5B
Ticker
DUK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Reliant Investment Partners, LLC$121M AUM | 6.49% | $8M | 59.8K | Q1 2026OLDER |
| Bruce & Co., Inc.$350M AUM | 5.46% | $19M | 145.8K | Q1 2026OLDER |
| CINCINNATI CASUALTY CO$191M AUM | 4.53% | $9M | 66.3K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 4.26% | $15M | 114.9K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 4.14% | $7M | 52.1K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 3.51% | $49M | 375.9K | Q1 2026OLDER |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 3.39% | $6M | 47.6K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 3.29% | $6M | 48.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 3.18% | $37M | 290.8K | Q2 2026 |
| HFR Wealth Management, LLC$407M AUM | 3.14% | $13M | 97.7K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 3.13% | $30M | 232.0K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 3.09% | $17M | 126.8K | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 2.94% | $5M | 44.2K | Q4 2025OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.80% | $5M | 39.9K | Q1 2026OLDER |
| KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM | 2.76% | $12M | 99.3K | Q3 2025OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 2.74% | $3M | 21.1K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 2.66% | $4M | 29.8K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.58% | $252M | 1.92M | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 2.45% | $16M | 123.8K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 2.44% | $5M | 40.1K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.41% | $5M | 40.4K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.32% | $27M | 203.8K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 2.28% | $2M | 19.0K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.27% | $8M | 61.3K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 2.26% | $4M | 34.7K | Q2 2026 |
| Clarity Financial LLC$919M AUM | 2.25% | $21M | 157.7K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 2.19% | $136M | 1.04M | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 2.16% | $8M | 58.5K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.09% | $32M | 243.9K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 2.09% | $4M | 30.8K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 2.03% | $27M | 209.1K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 2.01% | $20M | 163.7K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 1.99% | $3M | 22.6K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 1.98% | $359M | 2.74M | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.97% | $7M | 50.1K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 1.97% | $13M | 97.1K | Q1 2026OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 1.96% | $102M | 777.5K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 1.90% | $162M | 1.28M | Q2 2026 |
| AMJ Financial Wealth Management$424M AUM | 1.87% | $8M | 63.3K | Q3 2025OLDER |
| Fox Hill Wealth Management$208M AUM | 1.86% | $4M | 29.6K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 1.86% | $8M | 62.2K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 1.83% | $25M | 190.2K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 1.78% | $4M | 27.5K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.78% | $3M | 24.2K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 1.76% | $5M | 37.3K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 1.76% | $3M | 19.9K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.75% | $5M | 41.0K | Q2 2026 |
| Thomasville National Bank$1.6B AUM | 1.74% | $28M | 240.0K | Q4 2025OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 1.72% | $19M | 154.8K | Q3 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 1.72% | $2M | 16.0K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.66% | $5M | 39.7K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.66% | $3M | 26.4K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$234M AUM | 1.65% | $4M | 30.5K | Q2 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 1.64% | $19M | 148.1K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.62% | $3M | 20.8K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 1.62% | $1.0B | 7.80M | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 1.59% | $12M | 94.4K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 1.58% | $17M | 126.0K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 1.57% | $2M | 12.6K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 1.57% | $104M | 794.8K | Q1 2026OLDER |
| MILFORD FUNDS LTD$4.8B AUM | 1.52% | $72M | 553.3K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 1.51% | $3M | 22.1K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$665M AUM | 1.49% | $10M | 78.3K | Q2 2026 |
| Strategic Advisors LLC$602M AUM | 1.47% | $9M | 67.7K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.44% | $2M | 16.3K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.44% | $2M | 15.3K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 1.44% | $2M | 15.0K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.43% | $3M | 21.1K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 1.42% | $3M | 22.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 1.42% | $8M | 60.1K | Q1 2026OLDER |
| BCM ADVISORS, LLC$507M AUM | 1.41% | $7M | 56.1K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 1.41% | $3M | 22.5K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.39% | $11M | 87.1K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 1.38% | $57M | 437.9K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 1.38% | $44M | 337.7K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.37% | $18M | 135.0K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.36% | $16M | 124.4K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 1.35% | $6M | 49.6K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 1.34% | $3M | 22.0K | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 1.33% | $16M | 120.2K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 1.33% | $13M | 97.0K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.32% | $2M | 18.3K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 1.32% | $34M | 257.7K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 1.32% | $2M | 15.0K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.31% | $4M | 30.7K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 1.29% | $3M | 21.8K | Q2 2026 |
| CAMDEN NATIONAL BANK$739M AUM | 1.29% | $10M | 72.9K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 1.28% | $2M | 12.9K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.28% | $21M | 158.2K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 1.27% | $6M | 43.4K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 1.26% | $10M | 75.8K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 1.24% | $2M | 18.4K | Q2 2026 |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 1.23% | $1M | 10.6K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.23% | $4M | 29.5K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 1.22% | $11M | 82.1K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.22% | $117M | 897.0K | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 1.21% | $2M | 12.9K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.21% | $2M | 12.9K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.20% | $4M | 32.1K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 1.20% | $3M | 25.8K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 1.19% | $5M | 39.2K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$609M AUM | 1.19% | $7M | 58.0K | Q2 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 1.16% | $15M | 111.5K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 1.16% | $2M | 15.9K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.15% | $21M | 160.3K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 1.14% | $2M | 15.3K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 1.14% | $2M | 12.6K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.14% | $4M | 31.9K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 1.13% | $1M | 11.2K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 1.13% | $3M | 20.9K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 1.13% | $9M | 67.7K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 1.13% | $2M | 11.6K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.12% | $2M | 12.5K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 1.12% | $2M | 14.3K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 1.12% | $30M | 232.7K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.11% | $12M | 88.1K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 1.11% | $2M | 15.4K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.11% | $9M | 66.4K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 1.11% | $1M | 9.2K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 1.10% | $8M | 57.4K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 1.09% | $3M | 26.3K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.08% | $15M | 117.8K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.08% | $5M | 37.9K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 1.07% | $1M | 10.7K | Q2 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.07% | $7M | 55.7K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 1.07% | $3M | 22.5K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 1.06% | $3M | 26.6K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 1.06% | $1M | 11.2K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 1.05% | $22M | 167.9K | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 1.05% | $2M | 16.0K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 1.05% | $5M | 40.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.05% | $2M | 16.2K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 1.05% | $2M | 19.7K | Q2 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 1.05% | $7M | 54.9K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.05% | $6M | 48.9K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 1.04% | $8M | 58.2K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.02% | $159M | 1.22M | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.02% | $14M | 105.6K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.01% | $5M | 34.6K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.01% | $6M | 48.6K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.01% | $5M | 41.9K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 1.00% | $5M | 34.8K | Q2 2026 |
| Canal Capital Management, LLC$739M AUM | 1.00% | $7M | 56.5K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 0.99% | $6M | 44.3K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.98% | $4M | 34.2K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.97% | $3M | 22.5K | Q2 2026 |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.96% | $6M | 44.6K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.95% | $1M | 10.2K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.94% | $74M | 579.7K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.94% | $6M | 43.5K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.93% | $5M | 44.6K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.93% | $112M | 855.6K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.92% | $6M | 47.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.92% | $181M | 1.38M | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.92% | $79M | 602.3K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.92% | $1M | 8.8K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.91% | $4M | 30.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.91% | $11M | 82.9K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.90% | $2M | 16.3K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.89% | $1M | 11.4K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.88% | $2M | 19.1K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.88% | $6M | 42.8K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.88% | $5M | 35.0K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.87% | $1M | 11.3K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 0.87% | $2M | 12.9K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.86% | $11M | 86.4K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.86% | $349M | 2.66M | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.85% | $11M | 81.8K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.85% | $7M | 53.5K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.84% | $6M | 47.1K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.84% | $3M | 21.6K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.84% | $6M | 45.8K | Q1 2026OLDER |
| AGP FRANKLIN, LLC$200M AUM | 0.82% | $2M | 12.6K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.82% | $908,491 | 6.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.81% | $11M | 85.1K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.81% | $500M | 3.82M | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.81% | $6M | 45.4K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.81% | $6M | 48.4K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.81% | $1M | 10.5K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 0.80% | $4M | 33.8K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.80% | $3M | 21.0K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 0.80% | $2M | 12.1K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.79% | $6M | 45.1K | Q2 2026 |
| Red Door Wealth Management, LLC$962M AUM | 0.79% | $8M | 57.7K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.79% | $2M | 12.0K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.77% | $857,073 | 6.8K | Q2 2026 |
| Point Windward Advisors Inc.$200M AUM | 0.76% | $2M | 11.6K | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.76% | $8M | 60.5K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 0.76% | $3M | 23.2K | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 0.76% | $2M | 11.6K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.76% | $4M | 30.8K | Q1 2026OLDER |
| Persium Advisors, LLC$127M AUM | 0.76% | $960,052 | 7.3K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.75% | $3M | 22.1K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.74% | $3M | 25.1K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.74% | $6M | 48.8K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.74% | $43M | 328.9K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.73% | $8M | 63.9K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.72% | $4M | 28.8K | Q2 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.72% | $6M | 48.3K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.72% | $854,645 | 6.5K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.71% | $852,386 | 6.5K | Q2 2026 |
| Meridian Financial Partners LLC$263M AUM | 0.71% | $2M | 14.1K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.71% | $4M | 33.8K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.70% | $1M | 12.2K | Q4 2025OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.70% | $3M | 19.3K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 0.70% | $873,760 | 6.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.70% | $3M | 27.5K | Q3 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.70% | $722,001 | 5.5K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.69% | $3M | 26.1K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.68% | $4M | 31.2K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.68% | $53M | 402.5K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.68% | $1M | 8.5K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 0.68% | $8M | 63.6K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.68% | $831,033 | 6.3K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.68% | $5M | 36.4K | Q2 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.67% | $1M | 7.9K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.67% | $1M | 11.2K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.67% | $3M | 25.2K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.67% | $6M | 43.2K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.67% | $1M | 9.4K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.67% | $1M | 9.6K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.66% | $13M | 101.7K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 0.66% | $990,561 | 7.6K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.66% | $51M | 392.8K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.66% | $2M | 18.4K | Q1 2026OLDER |
| KCM Capital Inc$622M AUM | 0.65% | $4M | 31.0K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.65% | $2M | 16.9K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.65% | $2M | 12.3K | Q2 2026 |
| Plan Group Financial, LLC$426M AUM | 0.65% | $3M | 21.1K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.65% | $2M | 14.9K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.64% | $2M | 13.6K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.64% | $804,550 | 6.1K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.64% | $1.9B | 14.39M | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.64% | $5M | 37.0K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.64% | $1M | 9.2K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.63% | $1M | 15.0K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.63% | $2M | 13.3K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.63% | $23M | 173.5K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.63% | $2M | 15.3K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 0.63% | $1M | 8.4K | Q2 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.63% | $987,285 | 7.5K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.63% | $762,977 | 5.8K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.63% | $2M | 16.8K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.6B AUM | 0.63% | $29M | 227.3K | Q2 2026 |
| Finward Bancorp$125M AUM | 0.62% | $778,180 | 5.9K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.62% | $1M | 7.7K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.62% | $12M | 89.2K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.61% | $655,093 | 5.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.60% | $3M | 23.4K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.60% | $5M | 35.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.60% | $687,304 | 5.2K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.60% | $2M | 13.3K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.60% | $97M | 743.2K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.60% | $1M | 11.0K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.60% | $8M | 61.9K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.59% | $1M | 10.0K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.59% | $6M | 50.1K | Q2 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.58% | $18M | 150.0K | Q4 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.58% | $3M | 19.2K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.58% | $17M | 131.0K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.58% | $2M | 18.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.58% | $11M | 84.0K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.57% | $2M | 14.5K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.57% | $790,092 | 6.0K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.57% | $819,352 | 6.5K | Q2 2026 |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.57% | $1M | 9.2K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.57% | $2M | 14.9K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.57% | $2M | 12.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.57% | $45M | 345.7K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.56% | $639,319 | 4.9K | Q1 2026OLDER |
| TSP Capital Management Group, LLC$410M AUM | 0.56% | $2M | 17.6K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.56% | $6M | 48.9K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.55% | $2M | 18.8K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.55% | $1M | 10.0K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.55% | $4M | 29.9K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.55% | $656,865 | 5.3K | Q3 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.55% | $6M | 43.8K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.54% | $1M | 11.4K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.54% | $3M | 21.1K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.54% | $630,481 | 5.4K | Q4 2025OLDER |
| Machina Capital S.A.S.$508M AUM | 0.54% | $3M | 24.0K | Q4 2025OLDER |
| Greenfield Savings Bank$264M AUM | 0.54% | $1M | 11.2K | Q2 2026 |
| Platform Technology Partners$519M AUM | 0.53% | $3M | 21.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.53% | $14M | 105.8K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 0.53% | $6M | 48.4K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.53% | $1M | 10.7K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.53% | $580,050 | 4.6K | Q2 2026 |
| CROBAN$213M AUM | 0.52% | $1M | 8.5K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.52% | $2M | 12.6K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.52% | $810,872 | 6.3K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.52% | $1M | 9.5K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.52% | $1M | 9.5K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.52% | $7M | 51.8K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.52% | $4M | 30.1K | Q2 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.52% | $731,373 | 6.2K | Q4 2025OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.52% | $582,421 | 4.4K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.52% | $2M | 13.7K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 0.52% | $562,257 | 4.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.52% | $1M | 10.4K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.52% | $2M | 14.2K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.52% | $864,075 | 6.6K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.51% | $2M | 16.8K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 0.51% | $6M | 47.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.51% | $12M | 93.6K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.51% | $1M | 11.0K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.51% | $856,740 | 6.5K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.51% | $601,669 | 4.6K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.51% | $24M | 183.9K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.51% | $2M | 16.5K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.50% | $2M | 11.5K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.50% | $1M | 8.6K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.50% | $1M | 8.7K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.50% | $1M | 10.9K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.50% | $4M | 33.9K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.50% | $7M | 52.7K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.50% | $841,802 | 7.2K | Q4 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.49% | $4M | 27.0K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.49% | $2M | 18.5K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.49% | $17M | 129.9K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.48% | $2M | 15.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.48% | $4M | 34.7K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.48% | $5M | 38.7K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.48% | $28M | 211.4K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.48% | $743,740 | 5.7K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.47% | $865,874 | 6.6K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.47% | $8M | 59.7K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.47% | $963,064 | 7.4K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.47% | $5M | 35.9K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.46% | $2M | 14.4K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.46% | $731,820 | 6.0K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.46% | $1M | 11.7K | Q2 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.46% | $178M | 1.36M | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.46% | $1M | 9.5K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 0.45% | $1M | 9.7K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.45% | $12M | 94.9K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.45% | $5M | 36.0K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.45% | $885,474 | 6.8K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.44% | $2M | 16.9K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 0.44% | $10M | 79.7K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.44% | $1M | 10.8K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.44% | $10M | 75.5K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.44% | $610,993 | 4.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.44% | $3M | 26.0K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.44% | $6M | 43.6K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.44% | $25M | 189.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.43% | $10M | 75.0K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.43% | $5M | 41.7K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.43% | $1M | 9.3K | Q2 2026 |
| Aldebaran Financial Inc.$105M AUM | 0.43% | $453,052 | 3.5K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.43% | $844,432 | 6.4K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 0.43% | $1M | 8.8K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.43% | $1M | 10.2K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.43% | $2M | 18.1K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.42% | $3M | 23.3K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.42% | $353M | 2.70M | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.42% | $6M | 52.7K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.42% | $792,449 | 6.1K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.42% | $465,360 | 3.6K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.42% | $1M | 8.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.42% | $8M | 58.0K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.41% | $1M | 10.3K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.41% | $69M | 528.4K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.41% | $501,468 | 3.8K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.41% | $9M | 67.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.41% | $12M | 92.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.41% | $878,951 | 6.9K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.40% | $685,471 | 5.2K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.40% | $3M | 24.0K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.40% | $1M | 9.1K | Q2 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.40% | $31M | 240.0K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.40% | $2M | 14.1K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.40% | $1M | 9.4K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.40% | $1M | 7.9K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.40% | $774,850 | 6.1K | Q2 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.40% | $1M | 10.2K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.40% | $2M | 13.6K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.40% | $1M | 10.9K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.39% | $986,240 | 7.5K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.39% | $2M | 14.2K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.39% | $673,819 | 5.4K | Q3 2025OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.39% | $13M | 107.3K | Q4 2025OLDER |
| Convergence Financial, LLC$943M AUM | 0.39% | $4M | 28.2K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.39% | $5M | 34.7K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.39% | $8M | 59.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.39% | $4M | 33.4K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.39% | $13M | 94.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.39% | $5M | 38.4K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.39% | $625,955 | 4.8K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.39% | $1M | 9.7K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.39% | $2M | 11.7K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.38% | $5M | 38.8K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.38% | $697,986 | 6.0K | Q4 2025OLDER |
| Nepsis Inc.$299M AUM | 0.38% | $1M | 8.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.38% | $1M | 8.7K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.38% | $763,950 | 5.8K | Q1 2026OLDER |
| O'Keefe Stevens Advisory, Inc.$405M AUM | 0.38% | $2M | 11.6K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.37% | $654,570 | 5.0K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.37% | $2M | 17.1K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.37% | $566,317 | 4.5K | Q2 2026 |
| Fulcrum Equity Management$136M AUM | 0.37% | $506,063 | 4.0K | Q2 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.37% | $52M | 399.6K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.37% | $467M | 3.57M | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.37% | $1M | 9.9K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.37% | $3M | 26.4K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.37% | $792,318 | 6.1K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.36% | $3M | 25.0K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.36% | $864,728 | 6.6K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.36% | $14M | 110.3K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.36% | $6M | 42.9K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.36% | $707,695 | 5.4K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.36% | $2M | 17.6K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.36% | $2M | 12.1K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.36% | $6M | 47.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.36% | $2M | 11.8K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.36% | $60M | 513.9K | Q4 2025OLDER |
| Code Waechter LLC$168M AUM | 0.36% | $600,884 | 4.6K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.35% | $64M | 489.9K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 0.35% | $418,091 | 3.2K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.35% | $4M | 27.9K | Q2 2026 |
| Grant Private Wealth Management Inc$237M AUM | 0.35% | $836,179 | 6.6K | Q2 2026 |
| Walker Asset Management, LLC$185M AUM | 0.35% | $651,193 | 5.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.35% | $6M | 46.6K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.35% | $4M | 28.3K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.35% | $6M | 76.3K | Q4 2025OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.35% | $6M | 49.2K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.35% | $187M | 1.43M | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.35% | $1M | 9.1K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 0.35% | $4M | 32.1K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.35% | $416,287 | 3.2K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.35% | $8M | 57.8K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.35% | $5M | 35.8K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.34% | $2M | 11.7K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.34% | $5M | 34.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.34% | $20M | 150.2K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.34% | $44M | 335.9K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.34% | $358,252 | 2.7K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.34% | $547,067 | 4.2K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.34% | $957,518 | 7.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.34% | $22M | 168.5K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.34% | $50M | 427.0K | Q4 2025OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.33% | $372,524 | 2.8K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.33% | $575,880 | 4.4K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.33% | $1.4B | 10.37M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.33% | $208M | 1.58M | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.33% | $441,514 | 3.4K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.33% | $3M | 22.0K | Q2 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.33% | $2M | 12.8K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.33% | $8M | 63.0K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.33% | $2M | 13.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.33% | $7M | 54.6K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.33% | $33M | 253.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.33% | $802,793 | 6.1K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.33% | $927,972 | 7.1K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.32% | $4M | 30.7K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.32% | $601,150 | 4.6K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.32% | $2M | 16.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.32% | $23M | 176.9K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 0.32% | $498,750 | 3.8K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.32% | $498,489 | 3.8K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.32% | $452,276 | 3.5K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.32% | $5M | 39.3K | Q2 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.32% | $883,880 | 6.8K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.32% | $350,265 | 2.7K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.32% | $800,415 | 6.5K | Q3 2025OLDER |
| Simmons Bank$1.5B AUM | 0.32% | $5M | 36.1K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.32% | $3M | 22.0K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.31% | $3M | 20.4K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.31% | $1M | 9.2K | Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.31% | $2M | 16.2K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.31% | $1M | 10.0K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.31% | $5M | 41.5K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.31% | $11M | 82.8K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 0.31% | $2M | 12.4K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 0.31% | $487,906 | 3.7K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.31% | $725,015 | 5.5K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.31% | $450,434 | 3.4K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.31% | $3M | 25.9K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.30% | $309,396 | 2.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.30% | $2M | 14.1K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.30% | $2M | 14.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.30% | $2M | 17.6K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.30% | $2M | 18.9K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.30% | $3M | 20.0K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.30% | $4M | 32.7K | Q2 2026 |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.30% | $49M | 374.0K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 0.30% | $972,753 | 7.4K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.30% | $5M | 39.6K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.30% | $388,212 | 3.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.29% | $7M | 52.6K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.29% | $8M | 63.0K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.29% | $625,281 | 4.8K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.29% | $604,812 | 4.6K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 0.29% | $526,903 | 4.0K | Q1 2026OLDER |
| LSP Investment Advisors, LLC$138M AUM | 0.29% | $400,676 | 3.1K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.29% | $4M | 32.7K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.29% | $5M | 41.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.29% | $99M | 755.7K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.29% | $707,755 | 5.4K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.29% | $2M | 13.1K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.29% | $2M | 13.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.