SEC 13F Intelligence

DUTMOODYS CORP

CUSIP 615369105 · Yahoo Finance ↗ · Google Finance ↗

Moodys Corp (DUT) has 1,368 institutional holders in Filings Flow’s 13F database, together reporting 160.75M shares worth $68.3B as of Q1 2026. The largest reported holders are Berkshire Hathaway Inc, Vanguard Group Inc, and Tci Fund Management Ltd.

Institutional Holders
1,368
Q1 2026
Reported Value
$68.3B
Ticker
DUT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 600Q4 ’18Q1 ’19: 643Q2 ’19: 673Q2 ’19Q3 ’19: 713Q2 ’21: 885Q2 ’21Q4 ’21: 995Q4 ’22: 910Q4 ’22Q4 ’25: 1,395Q1 ’26: 1,368Q1 ’26Q2 ’26: 77filingsflow.com
Total reported value
Q4 ’18: $131.4BQ4 ’18Q1 ’19: $184.4BQ2 ’19: $182.4BQ2 ’19Q3 ’19: $187.3BQ2 ’21: $855.2BQ2 ’21Q4 ’21: $831.1BQ4 ’22: $31.9BQ4 ’22Q4 ’25: $79.6BQ1 ’26: $68.3BQ1 ’26Q2 ’26: $486Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rings Capital Management LLC$186M AUM28.13%$52M120.0KQ1 2026OLDER
Valley Forge Capital Management, LP$3.4B AUM17.02%$575M1.32MQ1 2026OLDER
Bluegrass Capital Partners LP$139M AUM16.35%$23M52.0KQ1 2026OLDER
TCI Fund Management Ltd$45.2B AUM13.84%$6.3B14.33MQ1 2026OLDER
Coalescence Partners Investment Management, LP$463M AUM9.77%$45M103.6KQ1 2026OLDER
Square Wave Capital, LLC$413M AUM9.13%$38M86.5KQ1 2026OLDER
ALTAROCK PARTNERS LP$4.1B AUM9.11%$376M862.0KQ1 2026OLDER
AKRE CAPITAL MANAGEMENT LLC$6.1B AUM8.86%$544M1.25MQ1 2026OLDER
Lansing Management LP$151M AUM8.02%$12M27.7KQ1 2026OLDER
BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM7.70%$226M518.2KQ1 2026OLDER
Egerton Capital (UK) LLP$9.0B AUM7.48%$674M1.55MQ1 2026OLDER
Rothschild & Co Wealth Management UK Ltd$6.5B AUM7.40%$484M1.11MQ1 2026OLDER
Pelham Capital Ltd.$128M AUM7.30%$14M26.9KQ4 2025OLDER
Obion Capital Management LP$101M AUM7.25%$7M16.8KQ1 2026OLDER
PineStone Asset Management Inc.$14.2B AUM7.21%$1.0B2.35MQ1 2026OLDER
GFI Investment Counsel Ltd.$731M AUM7.19%$53M120.5KQ1 2026OLDER
YCG, LLC$1.1B AUM6.91%$76M175.0KQ1 2026OLDER
11 Capital Partners LP$348M AUM6.62%$23M52.9KQ1 2026OLDER
CALEDONIA INVESTMENTS PLC$856M AUM6.62%$57M129.8KQ1 2026OLDER
Maestria Partners LLC$274M AUM6.37%$17M40.0KQ1 2026OLDER
ARMSTRONG HENRY H ASSOCIATES INC$1.0B AUM6.33%$65M144.2KQ2 2026
WINDACRE PARTNERSHIP LLC$9.3B AUM6.22%$581M1.33MQ1 2026OLDER
XXEC, Inc.$571M AUM6.18%$35M69.2KQ1 2026OLDER
Quantum Capital Management, LLC / NJ$781M AUM5.57%$43M99.7KQ1 2026OLDER
UNIO CAPITAL LLC$466M AUM4.77%$22M51.0KQ1 2026OLDER
MARSHFIELD ASSOCIATES$5.0B AUM4.71%$235M539.0KQ1 2026OLDER
Park State Asset Management$132M AUM4.61%$6M14.0KQ1 2026OLDER
Penbrook Management LLC$132M AUM4.49%$6M13.6KQ1 2026OLDER
Longview Partners (Guernsey) LTD$7.1B AUM4.39%$310M709.6KQ1 2026OLDER
Local Pensions Partnership Investment Ltd$4.6B AUM4.26%$197M451.6KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM4.22%$7M16.1KQ1 2026OLDER
Emmett Investment Management, LP$131M AUM4.11%$5M12.3KQ1 2026OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM4.09%$10.8B24.67MQ1 2026OLDER
BARR E S & CO$1.7B AUM4.06%$70M159.9KQ1 2026OLDER
Bristol Gate Capital Partners Inc.$1.6B AUM4.06%$63M144.3KQ1 2026OLDER
MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM4.02%$40M92.1KQ1 2026OLDER
Castlefield Investment Partners LLP$131M AUM3.95%$5M11.8KQ1 2026OLDER
Ironvine Capital Partners, LLC$910M AUM3.92%$36M81.8KQ1 2026OLDER
Progressive Investment Management Corp$379M AUM3.88%$15M33.7KQ1 2026OLDER
Meridiem Capital Partners LP$1.5B AUM3.87%$64M125.5KQ4 2025OLDER
Allen Investment Management, LLC$8.1B AUM3.79%$306M701.8KQ1 2026OLDER
Crown Oak Advisors, LLC$199M AUM3.66%$7M16.7KQ1 2026OLDER
PRAGMA GESTAO DE PATRIMONIO LTD$189M AUM3.64%$7M15.8KQ1 2026OLDER
TRB Advisors LP$146M AUM3.59%$15M30.0KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM3.52%$1.0B2.36MQ1 2026OLDER
Katamaran Capital LLP$124M AUM3.46%$4M9.9KQ1 2026OLDER
Evergreen Quality Fund GP, Ltd.$4.4B AUM3.37%$147M337.2KQ1 2026OLDER
Bretton Capital Management, LLC$109M AUM3.31%$4M8.3KQ1 2026OLDER
Skye Global Management LP$5.0B AUM3.21%$161M368.0KQ1 2026OLDER
Titan Investment Solutions Ltd$781M AUM3.08%$26M50.0KQ4 2025OLDER
Raub Brock Capital Management LP$395M AUM3.03%$12M27.4KQ1 2026OLDER
Fogel Capital Management, Inc.$219M AUM2.61%$6M13.1KQ1 2026OLDER
MAKENA CAPITAL MANAGEMENT LLC$866M AUM2.47%$21M49.1KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM2.47%$81M186.2KQ1 2026OLDER
DF DENT & CO INC$5.2B AUM2.47%$129M295.4KQ1 2026OLDER
GHE, LLC$241M AUM2.47%$6M13.6KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM2.37%$67M153.0KQ1 2026OLDER
Bayberry Capital Partners LP$323M AUM2.34%$8M17.3KQ1 2026OLDER
Canoe Financial LP$7.3B AUM2.33%$171M391.9KQ1 2026OLDER
Walter Public Investments Inc.$418M AUM2.27%$9M21.7KQ1 2026OLDER
Long Corridor Asset Management Ltd$411M AUM2.12%$9M20.0KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM2.12%$57M129.6KQ1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM2.01%$86M196.4KQ1 2026OLDER
East Coast Asset Management, LLC.$303M AUM1.99%$6M13.8KQ1 2026OLDER
Altrafin AG$290M AUM1.91%$6M12.7KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM1.90%$11M22.5KQ4 2025OLDER
Milestones Administradora de Recursos Ltda.$383M AUM1.82%$7M16.0KQ1 2026OLDER
FIRETRAIL INVESTMENTS PTY LTD$293M AUM1.75%$5M11.8KQ1 2026OLDER
Hingham Institution for Savings$113M AUM1.73%$2M4.5KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM1.69%$20M45.3KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM1.67%$21M47.1KQ1 2026OLDER
NatWest Group plc$462M AUM1.66%$8M17.5KQ1 2026OLDER
Fairbanks Capital Management, Inc.$160M AUM1.65%$3M6.1KQ1 2026OLDER
BRISTOL JOHN W & CO INC /NY/$6.1B AUM1.65%$100M230.3KQ1 2026OLDER
Himalaya Capital Management LLC$3.2B AUM1.61%$51M117.8KQ1 2026OLDER
Bowie Capital Management, LLC$2.7B AUM1.56%$42M97.1KQ1 2026OLDER
Cartenna Capital, LP$2.7B AUM1.53%$46M90.0KQ4 2025OLDER
NS Partners Ltd$2.2B AUM1.49%$38M74.6KQ4 2025OLDER
Windmill Hill Asset Management Ltd$321M AUM1.48%$5M10.9KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM1.44%$48M93.9KQ4 2025OLDER
GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM1.43%$160M366.4KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM1.43%$4M10.1KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM1.42%$5M10.6KQ1 2026OLDER
KP Management LLC$409M AUM1.39%$6M13.0KQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM1.37%$6M13.8KQ2 2026
Blue Zone Wealth Advisors, LLC$491M AUM1.35%$7M15.2KQ1 2026OLDER
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM1.35%$28M58.9KQ3 2025OLDER
Oak Harvest Investment Services$958M AUM1.34%$12M24.0KQ4 2025OLDER
NICOLA WEALTH MANAGEMENT LTD.$833M AUM1.31%$11M25.1KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM1.31%$29M66.6KQ1 2026OLDER
VEGA INVESTMENT SOLUTIONS$418M AUM1.30%$8M15.9KQ4 2025OLDER
Oxbow Advisors, LLC$1.2B AUM1.28%$15M34.6KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM1.27%$8M18.2KQ1 2026OLDER
Kerusso Capital Management LLC$200M AUM1.27%$3M5.8KQ1 2026OLDER
Midwest Professional Planners, LTD.$425M AUM1.25%$5M12.2KQ1 2026OLDER
Reflection Asset Management$141M AUM1.25%$2M3.4KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM1.23%$35M80.0KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM1.16%$2M5.6KQ1 2026OLDER
Stanley Capital Management, LLC$598M AUM1.15%$7M15.8KQ1 2026OLDER
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM1.14%$171M392.5KQ1 2026OLDER
Clean Yield Group$355M AUM1.13%$4M9.2KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM1.12%$6M14.1KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM1.12%$27M61.5KQ1 2026OLDER
Coleford Investment Management Ltd.$408M AUM1.12%$5M10.4KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM1.11%$68M132.5KQ4 2025OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM1.10%$4M9.7KQ2 2026
Obermeyer Wealth Partners$2.2B AUM1.09%$24M54.4KQ1 2026OLDER
Cercano Management LLC$2.3B AUM1.08%$25M57.4KQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM1.05%$56M128.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM1.04%$3M5.7KQ4 2025OLDER
IMS Capital Management$217M AUM0.96%$2M4.4KQ3 2025OLDER
Hikari Tsushin, Inc.$1.5B AUM0.95%$14M31.7KQ1 2026OLDER
Dockside LLC$397M AUM0.93%$4M8.4KQ1 2026OLDER
VISTA INVESTMENT PARTNERS II, LLC$223M AUM0.92%$2M4.7KQ1 2026OLDER
Round Hill Asset Management$153M AUM0.90%$1M3.1KQ1 2026OLDER
NORRIS PERNE & FRENCH LLP/MI$1.5B AUM0.90%$13M30.8KQ1 2026OLDER
Tiptree Advisors, LLC$172M AUM0.88%$2M3.0KQ4 2025OLDER
VAN STRUM & TOWNE INC.$343M AUM0.88%$3M6.9KQ1 2026OLDER
Lincoln Capital LLC$562M AUM0.88%$5M10.9KQ2 2026
THREADGILL FINANCIAL, LLC$243M AUM0.87%$3M6.9KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.85%$367M840.3KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.82%$259M684.1KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.81%$38M88.2KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.81%$4M7.6KQ3 2025OLDER
DOCK STREET ASSET MANAGEMENT INC$951M AUM0.81%$9M19.4KQ3 2025OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.78%$2M5.3KQ1 2026OLDER
William Allan Corp$169M AUM0.78%$1M3.0KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.78%$93M213.9KQ1 2026OLDER
Sarasin & Partners LLP$8.5B AUM0.77%$66M145.8KQ2 2026
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.76%$2M3.0KQ4 2025OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.76%$8M18.0KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.75%$5M10.2KQ3 2025OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.75%$53M121.7KQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.74%$5M11.4KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.74%$3M7.7KQ1 2026OLDER
Generate Investment Management Ltd$2.0B AUM0.73%$15M33.9KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.72%$4M10.0KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.72%$22M42.6KQ4 2025OLDER
Live Oak Private Wealth LLC$717M AUM0.72%$5M11.8KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.69%$4M9.7KQ1 2026OLDER
General Partner, Inc.$186M AUM0.69%$1M2.8KQ2 2026
Bell Asset Management Ltd$340M AUM0.68%$2M5.3KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.68%$4M9.9KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.67%$10M19.7KQ4 2025OLDER
Insight Wealth Strategies, LLC$896M AUM0.66%$6M13.5KQ1 2026OLDER
Vanderbilt University$526M AUM0.66%$3M7.9KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.66%$22M43.3KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.65%$1M3.1KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.65%$16M36.2KQ1 2026OLDER
Enhancing Capital LLC$135M AUM0.65%$872,5002.0KQ1 2026OLDER
J. R. Prunier Capital Management LLC$235M AUM0.64%$2M3.5KQ2 2026
Meadowbrook Advisors Group, LLC$168M AUM0.64%$1M2.5KQ1 2026OLDER
Long Road Investment Counsel, LLC$255M AUM0.63%$2M3.7KQ1 2026OLDER
Nutshell Asset Management Ltd$184M AUM0.62%$1M2.6KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.62%$24M47.8KQ4 2025OLDER
TFR Capital, LLC.$326M AUM0.61%$2M4.5KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.60%$6M14.6KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.59%$627,3271.4KQ1 2026OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.59%$3M5.8KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.57%$93M205.3KQ2 2026
IBEX WEALTH ADVISORS$1.1B AUM0.56%$6M12.2KQ3 2025OLDER
Monte Financial Group, LLC$282M AUM0.55%$2M3.5KQ1 2026OLDER
Highview Capital Management LLC/DE/$275M AUM0.55%$2M3.0KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.54%$5M10.8KQ1 2026OLDER
PROMETHIUM ADVISORS,LLC$193M AUM0.54%$1M2.4KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.54%$1M2.4KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.54%$6M11.0KQ4 2025OLDER
Oribel Capital Management, LP$2.3B AUM0.54%$12M27.9KQ1 2026OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.53%$44M86.9KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.52%$130M297.4KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.51%$1M2.9KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.50%$3M8.0KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.50%$14M31.9KQ1 2026OLDER
BAM Wealth Management, LLC$134M AUM0.50%$665,7171.5KQ1 2026OLDER
Aft, Forsyth & Sober, LLC$328M AUM0.50%$2M3.7KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.49%$113M259.6KQ1 2026OLDER
Slow Capital, Inc.$770M AUM0.48%$4M8.5KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.47%$14M27.8KQ4 2025OLDER
Ellsworth Advisors, LLC$532M AUM0.47%$2M4.4KQ4 2025OLDER
Rockline Wealth Management, LLC$460M AUM0.45%$2M4.3KQ4 2025OLDER
Shilanski & Associates, Inc.$376M AUM0.45%$2M3.5KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.45%$11M23.8KQ3 2025OLDER
BLUEDOOR PRIVATE WEALTH, LLC$216M AUM0.44%$953,6432.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.44%$2M3.7KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.44%$1M2.8KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.43%$25M57.3KQ1 2026OLDER
DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM0.42%$13M29.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.42%$2M3.3KQ4 2025OLDER
INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM0.41%$477,2801.0KQ3 2025OLDER
Promus Capital, LLC$157M AUM0.40%$632,2571.3KQ3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.40%$6M14.1KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.40%$3M6.3KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.40%$1M3.1KQ2 2026
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM0.40%$872,5002.0KQ1 2026OLDER
Essex Bank$452M AUM0.39%$2M4.1KQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.39%$437,1231.0KQ1 2026OLDER
Vann Equity Management LLC$140M AUM0.38%$534,9131.2KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.38%$4M7.4KQ4 2025OLDER
Ascent Wealth Partners, LLC$860M AUM0.37%$3M7.4KQ1 2026OLDER
Troy Asset Management Ltd$3.4B AUM0.37%$12M28.5KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.37%$7M12.8KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.37%$20M46.3KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.36%$11M24.2KQ1 2026OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.36%$8M19.5KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.36%$416,058954Q1 2026OLDER
Roundview Capital LLC$1.6B AUM0.35%$6M12.8KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.35%$16M37.3KQ1 2026OLDER
Accretive Wealth Partners, LLC$356M AUM0.35%$1M2.8KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.34%$3M8.0KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.34%$333M764.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.33%$2M3.0KQ4 2025OLDER
Resurgent Financial Advisors LLC$277M AUM0.33%$656,4421.3KQ4 2025OLDER
Blue Fin Capital, Inc.$610M AUM0.32%$2M4.5KQ1 2026OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.32%$930,2982.1KQ2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.32%$10M23.1KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.32%$9M20.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.32%$385M890.7KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.32%$1M3.1KQ1 2026OLDER
Sciencast Management LP$785M AUM0.31%$2M4.4KQ4 2025OLDER
MOKAN Wealth Management Inc.$226M AUM0.31%$703,1211.6KQ1 2026OLDER
Chou Associates Management Inc.$210M AUM0.31%$654,3751.5KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.31%$715,8861.6KQ1 2026OLDER
Braeburn Wealth Management LLC$175M AUM0.31%$603,3121.2KQ4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.31%$27M62.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.31%$2M4.1KQ3 2025OLDER
Heritage Family Offices, LLP$225M AUM0.30%$675,2811.5KQ1 2026OLDER
Waterway Wealth Management, LLC$452M AUM0.30%$1M3.1KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM0.30%$1M2.5KQ1 2026OLDER
OSSIAM$5.7B AUM0.29%$23M48.0KQ3 2025OLDER
GKV Capital Management Co., Inc.$267M AUM0.29%$785,2501.8KQ1 2026OLDER
Smart Money Group LLC$344M AUM0.29%$1M2.3KQ1 2026OLDER
WASHINGTON TRUST BANK$1.4B AUM0.29%$4M9.1KQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM0.29%$119M272.7KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.29%$424,471973Q1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.29%$2M4.5KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.29%$24M46.7KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.29%$268M614.4KQ1 2026OLDER
Dempze Nancy E$182M AUM0.29%$523,5001.2KQ1 2026OLDER
Syntegra Private Wealth Group, LLC$1.1B AUM0.29%$3M6.9KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.29%$22M50.8KQ1 2026OLDER
KG Capital Management$139M AUM0.29%$1M2.3KQ4 2025OLDER
VestGen Investment Management$181M AUM0.28%$474,110995Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.28%$3M7.6KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.28%$448,015877Q4 2025OLDER
Greenland Capital Management LP$787M AUM0.28%$2M5.0KQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.27%$931,8302.1KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.27%$528,8921.2KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.27%$68M155.6KQ1 2026OLDER
Storgate, LLC$127M AUM0.27%$340,711781Q1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.27%$1M2.5KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.26%$1M3.2KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.26%$36M74.7KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.26%$286M655.9KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.26%$8M18.7KQ1 2026OLDER
Scientech Research LLC$120M AUM0.26%$737,5911.5KQ3 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.26%$160M366.9KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.26%$4M9.5KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.25%$20M47.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.25%$472M1.08MQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.25%$24M54.6KQ1 2026OLDER
683 Capital Management, LLC$1.9B AUM0.25%$5M11.0KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.25%$3M6.0KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM0.25%$363,078762Q3 2025OLDER
MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM0.24%$9M17.2KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.24%$7M16.9KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.24%$34M65.9KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.24%$3M5.7KQ4 2025OLDER
Wellington Grp LLC$300M AUM0.24%$723,3641.4KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.24%$2M4.9KQ1 2026OLDER
Smith Salley Wealth Management$2.0B AUM0.24%$5M10.8KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.24%$19M36.5KQ4 2025OLDER
Borer Denton & Associates, Inc.$280M AUM0.23%$656,5561.5KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.23%$29M66.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.23%$4M8.3KQ4 2025OLDER
Crestmont Private Wealth LLC$317M AUM0.23%$733,7731.7KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.23%$2M5.6KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.23%$3M8.0KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.23%$1M3.3KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.23%$76M174.4KQ1 2026OLDER
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM0.23%$811,8611.9KQ1 2026OLDER
Kenora Financial, LLC$286M AUM0.23%$648,2681.5KQ1 2026OLDER
Converium Capital Inc.$175M AUM0.23%$396,00020.0KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.23%$54M123.6KQ1 2026OLDER
United Financial Planning Group LLC$169M AUM0.23%$382,591877Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.23%$297M680.9KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.23%$1M3.2KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.23%$2M3.2KQ4 2025OLDER
Benin Management CORP$445M AUM0.22%$995,9592.3KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.22%$239M558.3KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.22%$264,446555Q3 2025OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.22%$6M12.7KQ1 2026OLDER
Pettee Investors, Inc.$194M AUM0.22%$426,749924Q1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.22%$24M47.3KQ2 2026
Connecticut Wealth Management, LLC$2.4B AUM0.22%$5M11.9KQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.22%$1M3.2KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.22%$31M70.7KQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.22%$257,951591Q1 2026OLDER
Optimize Financial Inc$203M AUM0.22%$440,1761.0KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.21%$946,4092.2KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.21%$898,1651.9KQ3 2025OLDER
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM0.21%$323,698742Q1 2026OLDER
Chronos Wealth Management, LLC$207M AUM0.21%$436,2501.0KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.21%$6M12.5KQ2 2026
Rodgers Brothers Inc.$866M AUM0.21%$2M4.2KQ1 2026OLDER
Shearwater Capital LLC$209M AUM0.21%$436,704964Q2 2026
Seilern Investment Management Ltd$794M AUM0.21%$2M3.6KQ2 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.21%$125M286.2KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.20%$12M25.7KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.20%$605M1.33MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.20%$49M111.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.20%$1M2.4KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.20%$3M5.8KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.20%$6M14.7KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.20%$223,360512Q1 2026OLDER
Key FInancial Inc$562M AUM0.20%$1M2.6KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.20%$697,5641.6KQ1 2026OLDER
Argyle Capital Management, LLC$308M AUM0.20%$610,7501.4KQ1 2026OLDER
Moloney Securities Asset Management, LLC$840M AUM0.20%$2M3.5KQ3 2025OLDER
Value Partners Investments Inc.$1.3B AUM0.20%$3M5.9KQ1 2026OLDER
White Knight Strategic Wealth Advisors, LLC$119M AUM0.20%$267,175523Q4 2025OLDER
Ironwood Investment Counsel, LLC$694M AUM0.20%$1M3.1KQ1 2026OLDER
4J Wealth Management LLC$176M AUM0.19%$338,385776Q1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.19%$3M6.9KQ1 2026OLDER
Sentry LLC$314M AUM0.19%$599,4071.4KQ1 2026OLDER
Odyssey Capital Advisors, Inc.$112M AUM0.19%$213,024417Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.19%$1.0B2.35MQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.19%$447,5931.0KQ1 2026OLDER
Drake & Associates, LLC$525M AUM0.19%$971,9652.2KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.18%$34M77.5KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.18%$705,3821.6KQ2 2026
Pacific Excel Wealth Advisors, Inc.$258M AUM0.18%$469,1891.0KQ2 2026
RM Financial Services, LLC$116M AUM0.18%$204,340400Q4 2025OLDER
Athena Wealth Management, LLC$122M AUM0.18%$220,421505Q1 2026OLDER
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM0.18%$986,3142.1KQ3 2025OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.18%$204,340400Q4 2025OLDER
Mayfair Advisory Group, LLC$286M AUM0.18%$511,3731.2KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.18%$347,255796Q1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.18%$12M27.3KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.18%$3M7.1KQ1 2026OLDER
High Net Worth Advisory Group LLC$429M AUM0.18%$759,0751.7KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.17%$2M5.5KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.17%$2M3.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.17%$70M160.6KQ1 2026OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.17%$266,113610Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.17%$2M4.6KQ1 2026OLDER
Rossmore Private Capital$1.1B AUM0.17%$2M4.5KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.17%$121M276.5KQ1 2026OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.17%$883,4062.0KQ1 2026OLDER
Ackerman Asset Management, LLC$143M AUM0.17%$243,864559Q1 2026OLDER
HUTNER CAPITAL MANAGEMENT INC$243M AUM0.17%$412,256945Q1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.17%$4M8.7KQ3 2025OLDER
Liontrust Investment Partners LLP$5.9B AUM0.17%$11M22.2KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.17%$2M3.8KQ1 2026OLDER
Atala Financial Inc$149M AUM0.17%$250,479576Q1 2026OLDER
William Howard & Co Financial Advisors Inc$129M AUM0.17%$215,137475Q2 2026
RIVERSEDGE ADVISORS, LLC$618M AUM0.17%$1M2.4KQ1 2026OLDER
National Pension Service$131.7B AUM0.17%$218M499.3KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.17%$4M8.6KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.16%$2M3.2KQ4 2025OLDER
Spectrum Asset Management, Inc. (NB/CA)$315M AUM0.16%$468,857984Q3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.16%$158M362.5KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.16%$14M31.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.16%$23M52.4KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM0.16%$436,2501.0KQ1 2026OLDER
Johnson Financial Group, LLC$1.5B AUM0.16%$3M5.2KQ4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.16%$22M50.8KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.16%$21M47.6KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.16%$314,100720Q1 2026OLDER
Bellwether Advisors, LLC$590M AUM0.16%$978,6902.1KQ3 2025OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.16%$434,897900Q3 2025OLDER
Sun Financial Inc$200M AUM0.16%$321,904744Q1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.16%$24M54.6KQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.16%$577,2861.2KQ3 2025OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.16%$11M24.2KQ1 2026OLDER
HWG Holdings LP$385M AUM0.16%$653,8881.3KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.16%$4M9.6KQ1 2026OLDER
Shum Financial Group, Inc.$141M AUM0.16%$211,081443Q3 2025OLDER
Brown Financial Advisors$264M AUM0.16%$421,208884Q3 2025OLDER
TEMA ETFS LLC$1.5B AUM0.16%$2M5.3KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.15%$660,7721.3KQ4 2025OLDER
Knollwood Investment Advisory, LLC$992M AUM0.15%$2M3.5KQ1 2026OLDER
Plotkin Financial Advisors, LLC$199M AUM0.15%$306,247702Q1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.15%$5M10.6KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.15%$8M18.6KQ1 2026OLDER
LBP AM SA$7.3B AUM0.15%$11M25.4KQ1 2026OLDER
Ted Buchan & Co$275M AUM0.15%$416,619955Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.15%$1M3.3KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.15%$3M6.7KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.15%$2M4.8KQ1 2026OLDER
Cypress Capital Group$889M AUM0.15%$1M3.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.15%$33M75.5KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.15%$14M67.4KQ2 2026
Westerkirk Capital Inc.$929M AUM0.15%$1M3.1KQ1 2026OLDER
Panoramic Capital Partners, LLC$162M AUM0.15%$239,501549Q1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.15%$550,5481.3KQ1 2026OLDER
DeDora Capital, Inc.$408M AUM0.15%$600,2801.4KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.14%$69M157.3KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.14%$2,3774.7KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.14%$595,1241.2KQ3 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.14%$920,9242.1KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.14%$5M11.8KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.14%$2M5.5KQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.14%$725,5211.5KQ2 2026
Income Insurance Ltd$147M AUM0.14%$209,400480Q1 2026OLDER
Values Added Financial LLC$238M AUM0.14%$338,094775Q1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.14%$9M19.7KQ1 2026OLDER
BRAVE ASSET MANAGEMENT INC$467M AUM0.14%$662,6221.5KQ2 2026
Militia Capital Management LLC$454M AUM0.14%$643,4691.5KQ2 2026
XPONANCE LLC$14.1B AUM0.14%$20M45.3KQ1 2026OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM0.14%$594,1711.2KQ3 2025OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.14%$17M38.0KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.14%$445,4111.0KQ1 2026OLDER
Hilltop National Bank$468M AUM0.14%$648,1281.4KQ2 2026
CAPE ANN SAVINGS BANK$199M AUM0.14%$274,838630Q1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.14%$6M12.9KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.14%$31M70.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.14%$9M20.1KQ1 2026OLDER
Douglass Winthrop Advisors, LLC$5.5B AUM0.14%$7M17.2KQ1 2026OLDER
Latash Investments, LLC$129M AUM0.14%$204,340400Q4 2025OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.14%$3M6.8KQ2 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.14%$35M80.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.14%$79M181.7KQ1 2026OLDER
111 Capital$406M AUM0.14%$550,5481.3KQ1 2026OLDER
Innova Wealth Partners$211M AUM0.14%$286,466657Q1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM0.13%$1M2.6KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.13%$438,4311.0KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.13%$1M2.7KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.13%$1M2.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.13%$4M9.2KQ1 2026OLDER
Lansing Street Advisors$397M AUM0.13%$523,0641.2KQ1 2026OLDER
Asset Management Group, Inc.$619M AUM0.13%$812,2981.9KQ1 2026OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.13%$3M6.6KQ1 2026OLDER
National Philanthropic Trust$3.8B AUM0.13%$5M12.5KQ2 2026
New Republic Capital, LLC$297M AUM0.13%$379,901871Q1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.13%$453,2641.0KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.13%$578,8321.3KQ2 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.13%$6M13.5KQ1 2026OLDER
TI-TRUST, INC$168M AUM0.13%$204,340400Q4 2025OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.13%$305,375700Q1 2026OLDER
PCM Encore, LLC$486M AUM0.13%$611,9561.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.13%$605M1.39MQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.13%$2M4.3KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.13%$2M5.1KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.12%$19M43.8KQ1 2026OLDER
FLYWHEEL PRIVATE WEALTH LLC$176M AUM0.12%$218,125500Q1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.12%$10M23.3KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.12%$275,274631Q1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.12%$6M13.1KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.12%$270,355620Q1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.12%$829,1101.6KQ4 2025OLDER
EVOKE WEALTH, LLC$5.6B AUM0.12%$7M15.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.12%$5M12.3KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.12%$72M165.9KQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.12%$2M4.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.12%$169M388.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.12%$87M198.4KQ1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.12%$4M8.7KQ1 2026OLDER
Addison Capital Co$562M AUM0.12%$676,1881.6KQ1 2026OLDER
Wingate Wealth Advisors, Inc.$187M AUM0.12%$215,068421Q4 2025OLDER
CYBER HORNET ETFs LLC$155M AUM0.12%$185,122422Q1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.12%$2M4.2KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.12%$73M167.8KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.12%$1M2.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.12%$22M51.5KQ1 2026OLDER
Resolute Wealth Strategies, LLC$232M AUM0.12%$271,784623Q1 2026OLDER
Tredje AP-fonden$18.3B AUM0.12%$21M48.9KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.12%$1M2.9KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.12%$1M2.3KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.12%$412,693946Q1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.12%$10M22.2KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.12%$2M5.1KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.12%$231,415453Q4 2025OLDER
FMR LLC$1.90T AUM0.11%$2.2B4.99MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.11%$61M139.8KQ1 2026OLDER
Fi3 FINANCIAL ADVISORS, LLC$346M AUM0.11%$394,645905Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.11%$133M304.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.11%$7.8B15.27MQ4 2025OLDER
Americana Partners, LLC$3.9B AUM0.11%$4M10.0KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.11%$14M31.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.11%$11M25.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.11%$19M44.0KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.11%$22M51.6KQ1 2026OLDER
Reliant Investment Management, LLC$207M AUM0.11%$230,340528Q1 2026OLDER
NOVEM GROUP$873M AUM0.11%$969,0752.2KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.11%$850,1861.9KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.11%$22M49.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.11%$63M145.3KQ1 2026OLDER
Park Edge Advisors, LLC$434M AUM0.11%$479,8751.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.11%$11M25.8KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM0.11%$137,855316Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.11%$1.8B4.08MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.11%$104M238.9KQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM0.11%$249,110571Q1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.11%$24M54.1KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.11%$68M156.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.11%$275,859540Q4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.11%$13M29.6KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.11%$820,1471.8KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.11%$2M5.3KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.11%$5M11.9KQ1 2026OLDER

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