DWDMORGAN STANLEY
CUSIP 617446448 · Yahoo Finance ↗ · Google Finance ↗
Morgan Stanley (DWD) has 2,473 institutional holders in Filings Flow’s 13F database, together reporting 1325.49M shares worth $211.6B as of Q1 2026. The largest reported holders are Mitsubishi Ufj Financial Group Inc, Vanguard Group Inc, and State Street Corp.
Institutional Holders
2,473
Q1 2026
Reported Value
$211.6B
Ticker
DWD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC$62.1B AUM | 100.00% | $62.1B | 377.09M | Q1 2026OLDER |
| Caldwell Investment Management Ltd.$255M AUM | 15.54% | $40M | 250.0K | Q1 2026OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 14.44% | $18M | 112.3K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 10.21% | $76M | 14.3K | Q2 2026 |
| RBF Capital, LLC$2.0B AUM | 6.62% | $135M | 822.4K | Q1 2026OLDER |
| Focused Investors LLC$3.1B AUM | 6.57% | $202M | 1.23M | Q1 2026OLDER |
| NIGHTVIEW CAPITAL, LLC$131M AUM | 6.17% | $8M | 48.9K | Q1 2026OLDER |
| Morangie Management LLC$109M AUM | 5.87% | $6M | 38.8K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 5.77% | $17M | 104.0K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 5.70% | $513M | 3.11M | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 5.54% | $246M | 1.18M | Q2 2026 |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 5.47% | $68M | 414.9K | Q1 2026OLDER |
| Geremia Financial Services, LLC$123M AUM | 5.36% | $7M | 40.0K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 4.62% | $33M | 197.9K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 4.48% | $10M | 63.1K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 4.39% | $11M | 57.3K | Q1 2026OLDER |
| DCM Advisors, LLC$220M AUM | 4.11% | $9M | 61.0K | Q1 2026OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 3.72% | $218M | 1.32M | Q1 2026OLDER |
| Teewinot Capital Advisers, L.L.C.$1.3B AUM | 3.66% | $46M | 278.8K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 3.59% | $39M | 238.1K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 3.42% | $12M | 71.4K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 3.23% | $4M | 25.3K | Q1 2026OLDER |
| Socorro Asset Management LP$221M AUM | 3.18% | $7M | 42.7K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 3.13% | $10M | 51.0K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 3.05% | $194M | 1.18M | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 2.97% | $7M | 41.8K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 2.92% | $12M | 57.7K | Q2 2026 |
| Hound Partners, LLC$799M AUM | 2.91% | $23M | 141.6K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 2.87% | $61M | 369.3K | Q1 2026OLDER |
| Nexus Investment Management ULC$715M AUM | 2.76% | $20M | 119.8K | Q1 2026OLDER |
| Alphinity Investment Management Pty Ltd$5.7B AUM | 2.74% | $155M | 944.9K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 2.73% | $5M | 32.4K | Q1 2026OLDER |
| Alcosta Capital Management, Inc.$131M AUM | 2.73% | $4M | 21.8K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 2.53% | $15M | 89.7K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 2.47% | $76M | 463.7K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 2.44% | $5M | 30.2K | Q1 2026OLDER |
| Wealth High Governance Capital Ltda$333M AUM | 2.43% | $13M | 73.2K | Q4 2025OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.42% | $236M | 1.43M | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 2.41% | $141M | 857.1K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 2.30% | $41M | 249.4K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 2.24% | $22M | 130.7K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 2.21% | $34M | 205.1K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 2.20% | $3M | 17.3K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 2.20% | $11M | 64.1K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 2.19% | $5M | 28.5K | Q4 2025OLDER |
| VMS Asset Management Limited$164M AUM | 2.18% | $6M | 31.9K | Q4 2025OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 2.13% | $4M | 25.0K | Q1 2026OLDER |
| Graphene Investments SAS$149M AUM | 2.12% | $3M | 19.2K | Q1 2026OLDER |
| NatWest Group plc$462M AUM | 2.07% | $10M | 58.3K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 2.07% | $2M | 14.2K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 2.06% | $22M | 130.9K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.05% | $7M | 44.1K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 2.04% | $7M | 44.7K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 2.01% | $5M | 32.8K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 2.00% | $30M | 181.4K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 1.99% | $8M | 51.0K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 1.97% | $5M | 30.8K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.96% | $93M | 565.3K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.95% | $146M | 916.8K | Q3 2025OLDER |
| Longaeva Partners L.P.$2.7B AUM | 1.91% | $52M | 313.5K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 1.91% | $144M | 1.01M | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 1.89% | $15M | 93.2K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 1.89% | $9M | 55.6K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.87% | $5M | 30.8K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 1.87% | $31M | 174.6K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 1.87% | $2M | 12.3K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 1.86% | $13M | 60.6K | Q2 2026 |
| Douglas Lane & Associates, LLC$6.9B AUM | 1.85% | $129M | 781.6K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.85% | $5M | 26.3K | Q2 2026 |
| Hudson Canyon Capital Management$163M AUM | 1.84% | $3M | 18.3K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 1.83% | $3M | 16.1K | Q2 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 1.83% | $7M | 35.0K | Q2 2026 |
| Hurley Capital, LLC$187M AUM | 1.82% | $3M | 20.7K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.79% | $10M | 59.1K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 1.78% | $2M | 9.1K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 1.77% | $48M | 228.6K | Q2 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 1.76% | $27M | 166.0K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.75% | $3M | 17.4K | Q4 2025OLDER |
| Aragon Global Management, LP$143M AUM | 1.74% | $2M | 15.2K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.71% | $3M | 18.9K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 1.66% | $9M | 57.6K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.66% | $3M | 16.3K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 1.63% | $12M | 70.6K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 1.62% | $47M | 283.1K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 1.61% | $4M | 20.1K | Q2 2026 |
| VIKING FUND MANAGEMENT LLC$976M AUM | 1.60% | $16M | 95.0K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 1.60% | $2M | 13.9K | Q4 2025OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.55% | $5M | 33.4K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 1.52% | $10M | 59.6K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 1.52% | $3M | 21.8K | Q1 2026OLDER |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM | 1.51% | $45M | 275.0K | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 1.51% | $33M | 205.6K | Q3 2025OLDER |
| Core Alternative Capital$339M AUM | 1.51% | $5M | 31.1K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 1.51% | $14M | 83.3K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.48% | $21M | 126.0K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.47% | $9M | 57.2K | Q1 2026OLDER |
| Think Investments LP$762M AUM | 1.46% | $11M | 67.8K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.46% | $7M | 39.6K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.44% | $3M | 15.8K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.43% | $4.2B | 25.60M | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.42% | $15M | 93.3K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 1.41% | $12M | 75.9K | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 1.41% | $3M | 19.4K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 1.40% | $2M | 14.6K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 1.40% | $105M | 644.7K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 1.38% | $1.7B | 10.24M | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 1.38% | $17M | 105.4K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.37% | $2M | 14.0K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.37% | $2M | 11.5K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.36% | $11M | 67.8K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.35% | $84M | 509.4K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 1.33% | $14M | 85.5K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 1.33% | $9M | 44.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.33% | $4M | 20.9K | Q4 2025OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 1.33% | $18M | 110.0K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.30% | $6M | 31.0K | Q2 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 1.30% | $60M | 367.2K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 1.27% | $1M | 9.0K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.27% | $2M | 9.3K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 1.26% | $7M | 43.5K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 1.26% | $2M | 11.3K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 1.26% | $4M | 22.7K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 1.26% | $7M | 41.9K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 1.26% | $3M | 16.8K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 1.25% | $4M | 22.7K | Q4 2025OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 1.24% | $12M | 71.0K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 1.24% | $11M | 66.0K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 1.24% | $7M | 45.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.23% | $37M | 225.7K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 1.23% | $2M | 10.5K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.23% | $2M | 14.4K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 1.21% | $15M | 92.1K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 1.21% | $7M | 45.1K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 1.21% | $1M | 7.9K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.21% | $62M | 375.0K | Q1 2026OLDER |
| LGT CAPITAL PARTNERS LTD.$1.9B AUM | 1.19% | $22M | 136.2K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.19% | $3M | 17.3K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 1.18% | $4M | 24.3K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 1.18% | $3M | 14.4K | Q2 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 1.16% | $8M | 46.8K | Q4 2025OLDER |
| Mork Capital Management, LLC$141M AUM | 1.16% | $2M | 10.7K | Q4 2025OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.15% | $16M | 97.5K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 1.15% | $5M | 29.2K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 1.14% | $13M | 80.7K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 1.14% | $17M | 102.5K | Q1 2026OLDER |
| Decatur Capital Management, Inc.$219M AUM | 1.13% | $2M | 15.0K | Q1 2026OLDER |
| Hosking Partners LLP$2.8B AUM | 1.13% | $32M | 191.5K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.12% | $7M | 44.0K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 1.12% | $8M | 47.0K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 1.12% | $2M | 10.1K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.11% | $6M | 35.1K | Q3 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 1.10% | $7M | 40.7K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 1.10% | $16M | 132.0K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 1.09% | $7M | 45.4K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 1.09% | $6M | 26.5K | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 1.08% | $7M | 41.8K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.07% | $9M | 57.3K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.07% | $6M | 35.1K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 1.06% | $57M | 344.8K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.05% | $26M | 160.8K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 1.04% | $156M | 877.2K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 1.04% | $7M | 42.3K | Q3 2025OLDER |
| bLong Financial, LLC$132M AUM | 1.04% | $1M | 8.4K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 1.04% | $9M | 56.1K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 1.03% | $3M | 18.2K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 1.03% | $210M | 1.28M | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 1.02% | $212M | 1.29M | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 1.02% | $43M | 263.6K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 1.02% | $16M | 94.6K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.01% | $4M | 17.2K | Q2 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 1.01% | $163M | 992.7K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 1.00% | $3M | 16.0K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 1.00% | $2M | 9.7K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.97% | $3M | 20.6K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.97% | $247M | 1.45M | Q2 2026 |
| HALL LAURIE J TRUSTEE$322M AUM | 0.95% | $3M | 14.6K | Q2 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.95% | $74M | 449.5K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.95% | $48M | 289.7K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.94% | $2M | 15.1K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.94% | $10M | 63.3K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.94% | $4M | 22.6K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.93% | $7M | 43.7K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.92% | $15M | 79.8K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.92% | $67M | 318.7K | Q2 2026 |
| Clarendon Private LLC$130M AUM | 0.92% | $1M | 7.3K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.92% | $3M | 18.6K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.91% | $2M | 11.9K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.91% | $5M | 27.8K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.91% | $4M | 26.2K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 0.91% | $8M | 51.0K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.91% | $2M | 11.0K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.91% | $4M | 26.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.89% | $2M | 13.0K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.89% | $6M | 39.3K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.88% | $23M | 141.4K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.88% | $1M | 7.8K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 0.88% | $1M | 7.8K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.87% | $3M | 17.8K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.87% | $7M | 44.4K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.86% | $1M | 7.1K | Q2 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.86% | $15M | 92.1K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.85% | $7M | 41.5K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.85% | $2M | 10.1K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.84% | $3M | 17.8K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.84% | $3M | 16.8K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.84% | $2M | 13.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.83% | $17M | 107.0K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.82% | $2M | 13.7K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.82% | $1M | 6.2K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.82% | $2M | 9.4K | Q2 2026 |
| Argent Trust Co$2.9B AUM | 0.82% | $24M | 146.7K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.82% | $73M | 444.7K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.81% | $6M | 38.6K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.80% | $1M | 7.3K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.79% | $3M | 19.3K | Q4 2025OLDER |
| Trivest Advisors Ltd$1.4B AUM | 0.78% | $17M | 96.7K | Q4 2025OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 0.78% | $3M | 15.5K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 0.78% | $1M | 8.6K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.77% | $1M | 7.0K | Q2 2026 |
| Boston Partners$95.5B AUM | 0.76% | $729M | 4.43M | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.76% | $7M | 42.0K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.76% | $3M | 17.5K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.75% | $2M | 10.5K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.75% | $2M | 12.7K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.75% | $3M | 19.5K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.74% | $1M | 7.8K | Q1 2026OLDER |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 0.74% | $5M | 30.8K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.74% | $4M | 25.0K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.74% | $16M | 95.5K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.74% | $11M | 69.0K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.73% | $53M | 324.8K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.72% | $23M | 140.2K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.72% | $31M | 191.0K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.72% | $14M | 88.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.72% | $61M | 368.5K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.72% | $3M | 15.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.71% | $58M | 349.8K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.71% | $2M | 9.7K | Q2 2026 |
| Clifford Group, LLC$130M AUM | 0.71% | $920,205 | 5.6K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.71% | $738,590 | 4.5K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.71% | $48M | 293.4K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.70% | $2M | 11.9K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.69% | $12M | 70.9K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.69% | $269M | 1.64M | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.69% | $691M | 4.20M | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.68% | $104M | 633.2K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 0.68% | $709,888 | 4.3K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 0.68% | $19M | 117.6K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.67% | $6M | 38.7K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.67% | $22M | 121.3K | Q4 2025OLDER |
| Directional Asset Management$109M AUM | 0.67% | $733,821 | 4.5K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.67% | $2M | 10.7K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.67% | $2M | 15.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.66% | $3M | 17.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.66% | $56M | 339.9K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.66% | $17M | 80.6K | Q2 2026 |
| Orca Investment Management, LLC$118M AUM | 0.66% | $776,770 | 4.7K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.66% | $2M | 10.9K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 0.66% | $900,364 | 5.5K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.65% | $1M | 7.9K | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.65% | $125M | 760.4K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.65% | $8M | 51.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.65% | $1.9B | 11.75M | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.65% | $2M | 13.8K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.65% | $711,148 | 4.3K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.65% | $132M | 804.7K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.65% | $2M | 12.8K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.65% | $4M | 23.3K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.64% | $2M | 14.3K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.64% | $786,974 | 4.8K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.64% | $10M | 59.9K | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 0.63% | $920,441 | 5.6K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.63% | $796,848 | 4.8K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.62% | $3M | 16.7K | Q1 2026OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 0.62% | $159M | 965.4K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 0.62% | $57M | 353.7K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.61% | $991,370 | 6.0K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.61% | $54M | 329.1K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 0.61% | $4M | 25.0K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.61% | $4M | 26.3K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.61% | $1M | 9.1K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.60% | $28M | 168.7K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.60% | $671,951 | 3.8K | Q4 2025OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.60% | $1M | 7.7K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.60% | $21M | 126.2K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.59% | $40M | 241.0K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.59% | $936,191 | 4.5K | Q2 2026 |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.59% | $3M | 15.8K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.59% | $2M | 12.9K | Q3 2025OLDER |
| Krane Financial Solutions LLC$147M AUM | 0.58% | $854,129 | 5.2K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.58% | $8M | 51.6K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.58% | $24M | 147.1K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.58% | $626,189 | 3.8K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.58% | $11M | 66.8K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.58% | $2M | 11.2K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.58% | $1M | 6.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.58% | $16.7B | 101.34M | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.57% | $639,684 | 3.9K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.57% | $50M | 305.7K | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.57% | $913,688 | 4.8K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.57% | $22M | 132.6K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.57% | $2M | 14.0K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.57% | $305M | 1.85M | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.57% | $2M | 9.2K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.56% | $2M | 12.4K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.56% | $2M | 14.7K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.56% | $6M | 34.5K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.56% | $66M | 400.4K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.55% | $1M | 8.8K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.55% | $69M | 417.7K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.55% | $1M | 6.9K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.55% | $4M | 22.8K | Q1 2026OLDER |
| Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM | 0.55% | $14M | 86.1K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.55% | $4M | 25.7K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.55% | $754,338 | 4.6K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.55% | $591,816 | 11.6K | Q2 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.55% | $1M | 7.4K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.54% | $6M | 33.2K | Q4 2025OLDER |
| Delta Accumulation, LLC$1.2B AUM | 0.54% | $15M | 5.4K | Q4 2025OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.54% | $1M | 8.9K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.54% | $3M | 19.3K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.54% | $745,728 | 4.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.54% | $296M | 1.80M | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.54% | $1M | 6.2K | Q4 2025OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.54% | $38M | 237.3K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.54% | $2M | 14.7K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.54% | $852,144 | 4.8K | Q4 2025OLDER |
| Lansing Street Advisors$397M AUM | 0.53% | $2M | 12.9K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.53% | $11M | 68.6K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.53% | $14M | 80.3K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.53% | $2.3B | 13.92M | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.53% | $73M | 410.4K | Q4 2025OLDER |
| Asio Capital, LLC$712M AUM | 0.53% | $4M | 22.7K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.52% | $185M | 1.12M | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.52% | $675,971 | 4.1K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.52% | $11M | 67.9K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.52% | $5M | 30.4K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.52% | $9M | 53.8K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.52% | $3.3B | 20.27M | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.52% | $1M | 5.6K | Q2 2026 |
| Aureus Asset Management, LLC$1.5B AUM | 0.52% | $8M | 47.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.51% | $6M | 28.5K | Q2 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.51% | $35M | 211.7K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.51% | $3M | 18.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.51% | $33M | 199.3K | Q1 2026OLDER |
| AXA S.A.$256M AUM | 0.51% | $1M | 8.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.51% | $1M | 8.8K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.51% | $1M | 8.6K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.51% | $15M | 89.9K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.51% | $4M | 23.7K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.51% | $4M | 27.3K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.50% | $3M | 15.8K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.50% | $79M | 480.4K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.50% | $7M | 45.5K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.50% | $1M | 6.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.50% | $618M | 3.75M | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.50% | $38M | 181.3K | Q2 2026 |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.50% | $9M | 52.5K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.49% | $22M | 135.0K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.49% | $13M | 79.6K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.49% | $2M | 11.2K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.49% | $2M | 12.3K | Q4 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.49% | $5M | 25.4K | Q2 2026 |
| Strategic Advisors LLC$602M AUM | 0.49% | $3M | 17.9K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.49% | $4M | 24.7K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.48% | $7M | 46.2K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.48% | $498,093 | 3.0K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.48% | $3M | 19.3K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.48% | $492,871 | 2.9K | Q4 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.48% | $4M | 26.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.47% | $206M | 1.25M | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.47% | $1M | 12.7K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.47% | $4M | 21.7K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.47% | $448M | 2.72M | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.47% | $31M | 189.9K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.47% | $941,834 | 5.7K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.46% | $3M | 15.4K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.46% | $573,477 | 2.7K | Q2 2026 |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.46% | $692,017 | 4.2K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.46% | $2M | 12.2K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 0.46% | $658,280 | 4.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.46% | $14M | 85.1K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.46% | $1M | 6.2K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.46% | $14M | 84.7K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.46% | $77M | 432.0K | Q4 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.46% | $3M | 16.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.46% | $10M | 59.5K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.45% | $101M | 615.7K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.45% | $1M | 6.6K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.45% | $22M | 131.2K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.45% | $541,435 | 3.3K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 0.45% | $1M | 8.7K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.45% | $1M | 7.5K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.45% | $729,540 | 4.4K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.45% | $17M | 102.9K | Q1 2026OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 0.45% | $769,201 | 4.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.44% | $6.9B | 43.58M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.44% | $998,429 | 5.6K | Q4 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.43% | $1M | 7.7K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.43% | $4M | 21.1K | Q2 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.43% | $130M | 789.6K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.43% | $612,658 | 3.7K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.43% | $4M | 26.1K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.43% | $698,302 | 4.2K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.43% | $1M | 6.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.43% | $125M | 757.4K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.43% | $445,985 | 2.7K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.43% | $84M | 527.4K | Q3 2025OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.43% | $3M | 17.8K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.42% | $26M | 156.3K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.42% | $41M | 249.6K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.42% | $1M | 5.8K | Q2 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 0.42% | $1M | 7.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.42% | $6M | 34.2K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 0.42% | $800,798 | 4.9K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.42% | $56M | 354.7K | Q3 2025OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.42% | $2M | 15.0K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.42% | $5M | 28.9K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.42% | $3M | 15.6K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.42% | $1M | 8.8K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.41% | $2M | 13.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.41% | $257M | 1.56M | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.41% | $1M | 8.0K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.41% | $11M | 65.9K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.41% | $6M | 38.0K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.41% | $1M | 6.2K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.41% | $621,581 | 3.8K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.41% | $2M | 13.9K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.41% | $3M | 17.2K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.41% | $7M | 41.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.41% | $1.1B | 6.66M | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.41% | $3M | 16.5K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.41% | $1M | 6.8K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.41% | $661,988 | 4.0K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 0.41% | $1M | 6.8K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.41% | $12M | 74.3K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.41% | $493,710 | 3.0K | Q1 2026OLDER |
| TLWM$615M AUM | 0.41% | $2M | 11.9K | Q2 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.40% | $4M | 24.0K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.40% | $486,438 | 3.0K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.40% | $15M | 88.3K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.40% | $590,642 | 3.6K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.40% | $1M | 7.9K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 0.40% | $2M | 9.5K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 0.40% | $941,331 | 5.7K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.40% | $3M | 21.2K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.40% | $6M | 33.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.40% | $277M | 1.69M | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.40% | $961,911 | 5.8K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.40% | $3M | 16.8K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.39% | $4M | 25.0K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.39% | $71M | 341.2K | Q2 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.39% | $2M | 11.6K | Q4 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.39% | $49M | 299.9K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.38% | $471,342 | 2.7K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.38% | $2M | 8.6K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.38% | $27M | 166.0K | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.38% | $76M | 430.3K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.38% | $57M | 348.6K | Q1 2026OLDER |
| Perpetual Ltd$6.5B AUM | 0.38% | $25M | 150.5K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.38% | $1M | 8.2K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.38% | $661,418 | 4.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.38% | $1.8B | 11.02M | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 0.38% | $562,829 | 3.4K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.38% | $3M | 19.5K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.37% | $16M | 101.6K | Q3 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.37% | $663,876 | 4.0K | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.37% | $4M | 27.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.37% | $1.5B | 9.18M | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.37% | $4M | 21.0K | Q2 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.37% | $2M | 15.0K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.37% | $486M | 2.95M | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.37% | $2M | 9.6K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.37% | $299M | 1.82M | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.37% | $70M | 426.2K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.36% | $927,054 | 5.8K | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.36% | $29M | 177.5K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.36% | $40M | 224.8K | Q2 2026 |
| NATIXIS$28.0B AUM | 0.36% | $101M | 615.7K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.36% | $3M | 18.3K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.36% | $1M | 8.2K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.36% | $403,032 | 2.4K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.36% | $3M | 16.1K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.36% | $11M | 68.7K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.36% | $8M | 47.7K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.36% | $591,300 | 3.6K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.36% | $551,472 | 3.3K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.36% | $3M | 18.8K | Q3 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.35% | $9,652 | 60.7K | Q3 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.35% | $2M | 9.5K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.35% | $626,024 | 3.8K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.35% | $30M | 167.8K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.35% | $2M | 10.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.35% | $253M | 1.54M | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.35% | $2M | 12.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.35% | $725M | 2.79M | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.35% | $3M | 16.1K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.35% | $3M | 17.4K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.35% | $427,934 | 2.6K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.35% | $937,387 | 5.9K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.