EFAISHARES TR
CUSIP 464287465 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (EFA) has 2,183 institutional holders in Filings Flow’s 13F database, together reporting 593.33M shares worth $57.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Susquehanna International Group, LLP, and Bank Of America Corp /De/.
Institutional Holders
2,183
Q1 2026
Reported Value
$57.5B
Ticker
EFA
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 25.01% | $55M | 570.7K | Q1 2026 |
| Hackensack Meridian Health, Inc.$1.1B AUM | 21.84% | $231M | 2.38M | Q1 2026 |
| Ryan Investment Management, Inc.$221M AUM | 20.41% | $36M | 373.7K | Q1 2026 |
| Brewster Financial Planning LLC$165M AUM | 19.22% | $32M | 327.1K | Q1 2026 |
| Passaic Partners LLC$1.1B AUM | 17.04% | $182M | 1.88M | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 16.62% | $1.1B | 11.29M | Q1 2026 |
| Turim 21 Investimentos Ltda.$399M AUM | 16.39% | $42M | 442.1K | Q4 2025OLDER |
| Painted Porch Advisors LLC$210M AUM | 15.16% | $32M | 327.1K | Q1 2026 |
| Pitti Group Wealth Management, LLC$123M AUM | 13.84% | $17M | 175.6K | Q1 2026 |
| ARRIEN INVESTMENTS, INC.$184M AUM | 13.66% | $25M | 259.4K | Q1 2026 |
| Latigo Investments, LLC$201M AUM | 13.48% | $27M | 278.6K | Q1 2026 |
| HT Partners LLC$361M AUM | 13.25% | $44M | 450.5K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 13.14% | $604M | 6.22M | Q1 2026 |
| Lepercq De Neuflize Asset Management LLC$138M AUM | 12.90% | $18M | 183.2K | Q1 2026 |
| Allie Family Office LLC$228M AUM | 12.61% | $29M | 296.6K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 12.26% | $77M | 788.1K | Q1 2026 |
| LWM ADVISORS INC$134M AUM | 11.85% | $14M | 140.7K | Q1 2026 |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 11.52% | $101M | 1.04M | Q1 2026 |
| CAPE ANN SAVINGS BANK$199M AUM | 10.99% | $22M | 225.1K | Q1 2026 |
| Torrey-Payne Wealth Management, LLC$109M AUM | 10.84% | $12M | 121.7K | Q1 2026 |
| Tandem Wealth Advisors LLC$224M AUM | 10.18% | $23M | 235.1K | Q1 2026 |
| Antonelli Financial Advisors, LLC$145M AUM | 10.15% | $15M | 151.2K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 9.87% | $293M | 3.02M | Q1 2026 |
| Volterra Technologies LP$823M AUM | 9.58% | $79M | 811.4K | Q1 2026 |
| MIO Partners, Inc.$340M AUM | 9.43% | $42M | 436.4K | Q4 2025OLDER |
| Verger Capital Management LLC$339M AUM | 8.77% | $30M | 306.2K | Q1 2026 |
| Fluent Financial, LLC$280M AUM | 8.76% | $24M | 232.8K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 8.44% | $36M | 370.6K | Q1 2026 |
| Idaho Trust Co$308M AUM | 8.38% | $26M | 265.5K | Q1 2026 |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 8.11% | $12M | 117.6K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 8.09% | $28M | 292.6K | Q1 2026 |
| Presper Financial Architects, LLC$168M AUM | 7.97% | $13M | 138.1K | Q1 2026 |
| IFG Advisors, LLC$611M AUM | 7.78% | $48M | 489.3K | Q1 2026 |
| Grant Street Asset Management, Inc.$519M AUM | 7.52% | $39M | 401.8K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 7.49% | $10M | 101.7K | Q1 2026 |
| Harvest Investment Advisors, LLC$176M AUM | 7.35% | $13M | 135.0K | Q4 2025OLDER |
| Bolthouse Investments, LLC$111M AUM | 6.96% | $8M | 79.3K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 6.87% | $126M | 1.30M | Q1 2026 |
| Parkside Advisors LLC$455M AUM | 6.85% | $31M | 348.6K | Q2 2025OLDER |
| Hirtle & Co., LLC$2.9B AUM | 6.65% | $194M | 2.00M | Q1 2026 |
| Anchor Capital Management Group Inc$144M AUM | 6.65% | $14M | 160.0K | Q2 2025OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 6.64% | $51M | 522.9K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 6.62% | $40M | 426.2K | Q3 2025OLDER |
| Cooke Wealth Management, LLC$113M AUM | 6.48% | $7M | 75.3K | Q1 2026 |
| Constant Guidance Financial LLC$145M AUM | 6.41% | $9M | 95.4K | Q1 2026 |
| URS Advisory LLC$137M AUM | 6.37% | $9M | 89.7K | Q1 2026 |
| Miller Investment Management, LP$1.0B AUM | 6.29% | $63M | 652.0K | Q1 2026 |
| Sterling Group Wealth Management, LLC$211M AUM | 6.28% | $13M | 136.7K | Q1 2026 |
| ANB BANK$247M AUM | 6.28% | $16M | 159.8K | Q1 2026 |
| Gray Private Wealth, LLC$199M AUM | 6.20% | $12M | 127.0K | Q1 2026 |
| American Alpha Advisors, LLC$188M AUM | 6.18% | $12M | 119.6K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 6.14% | $24M | 249.7K | Q1 2026 |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 6.14% | $16M | 163.0K | Q1 2026 |
| Ted Buchan & Co$275M AUM | 6.10% | $17M | 172.9K | Q1 2026 |
| MainStreet Investment Advisors LLC$665M AUM | 6.05% | $40M | 413.8K | Q1 2026 |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 5.85% | $11M | 117.8K | Q1 2026 |
| Board of Trustees of The Leland Stanford Junior University$849M AUM | 5.76% | $49M | 503.6K | Q1 2026 |
| ODonnell Financial Services, LLC$290M AUM | 5.74% | $17M | 171.9K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 5.72% | $36M | 370.4K | Q1 2026 |
| Arvin Capital Management LP$819M AUM | 5.69% | $47M | 480.0K | Q1 2026 |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 5.67% | $11M | 109.1K | Q1 2026 |
| HMS Capital Management, LLC$259M AUM | 5.61% | $14M | 149.2K | Q1 2026 |
| New Harbor Financial Group, LLC$567M AUM | 5.57% | $32M | 325.5K | Q1 2026 |
| Granby Capital Management, LLC$174M AUM | 5.57% | $10M | 100.0K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 5.56% | $24M | 249.7K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 5.38% | $7M | 75.3K | Q2 2025OLDER |
| Alamar Capital Management, LLC$181M AUM | 5.37% | $10M | 101.3K | Q1 2026 |
| Greenfield FTC, Inc.$524M AUM | 5.30% | $28M | 286.3K | Q1 2026 |
| Summit Financial Consulting LLC$140M AUM | 5.30% | $7M | 76.0K | Q4 2025OLDER |
| Corundum Group, Inc.$299M AUM | 5.27% | $16M | 162.5K | Q1 2026 |
| EQ LLC$355M AUM | 5.22% | $19M | 190.9K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 5.17% | $13M | 129.3K | Q1 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 5.09% | $12M | 125.5K | Q1 2026 |
| First Pacific Financial$777M AUM | 5.02% | $39M | 401.7K | Q1 2026 |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 4.97% | $7M | 75.7K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 4.81% | $35M | 358.3K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 4.81% | $108M | 1.11M | Q1 2026 |
| GreatBanc Trust CO$143M AUM | 4.68% | $7M | 68.8K | Q1 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 4.67% | $11M | 109.6K | Q1 2026 |
| Mechanics Financial Corp$239M AUM | 4.65% | $11M | 114.4K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 4.55% | $20M | 210.2K | Q1 2026 |
| Audent Global Asset Management, LLC$100M AUM | 4.53% | $5M | 46.7K | Q1 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 4.51% | $15M | 160.4K | Q4 2025OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 4.48% | $9M | 97.7K | Q1 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 4.46% | $6M | 66.6K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 4.37% | $219M | 2.26M | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 4.34% | $6M | 64.3K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 4.31% | $9M | 91.6K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 4.31% | $19M | 199.0K | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 4.29% | $9M | 89.3K | Q1 2026 |
| Hilltop National Bank$468M AUM | 4.23% | $18M | 183.1K | Q1 2026 |
| Aries Wealth Management$455M AUM | 4.20% | $19M | 196.7K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 4.04% | $13M | 133.7K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 4.01% | $10M | 104.8K | Q1 2026 |
| Cornerstone Management, Inc.$628M AUM | 3.94% | $25M | 254.7K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 3.94% | $61M | 630.8K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 3.92% | $7M | 74.8K | Q1 2026 |
| Genesis Financial Group, LLC$158M AUM | 3.88% | $6M | 63.2K | Q1 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 3.88% | $8M | 86.1K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 3.87% | $9M | 97.0K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 3.83% | $39M | 397.6K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 3.82% | $5M | 53.8K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 3.78% | $85M | 875.7K | Q1 2026 |
| Krane Financial Solutions LLC$147M AUM | 3.77% | $6M | 57.1K | Q1 2026 |
| CROBAN$213M AUM | 3.75% | $8M | 82.2K | Q1 2026 |
| INSPIRE TRUST CO, N.A.$648M AUM | 3.71% | $18M | 201.0K | Q2 2025OLDER |
| LCM Capital Management Inc$199M AUM | 3.68% | $7M | 75.6K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 3.66% | $12M | 128.3K | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 3.64% | $28M | 287.7K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 3.62% | $12M | 126.6K | Q4 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 3.56% | $8M | 82.7K | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 3.51% | $7M | 76.6K | Q1 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 3.44% | $11M | 116.3K | Q1 2026 |
| Sharp Wealth Advisory, LLC$203M AUM | 3.39% | $7M | 70.2K | Q4 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 3.37% | $50M | 512.4K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 3.34% | $6M | 59.4K | Q1 2026 |
| Ridge Creek Global, Inc$118M AUM | 3.33% | $4M | 40.4K | Q1 2026 |
| Lake Hills Wealth Management, LLC$220M AUM | 3.31% | $6M | 66.1K | Q4 2025OLDER |
| Johns Hopkins University$1.4B AUM | 3.28% | $62M | 694.4K | Q2 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 3.27% | $19M | 192.9K | Q1 2026 |
| Onex Canada Asset Management Inc.$601M AUM | 3.22% | $26M | 295.4K | Q2 2025OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 3.21% | $12M | 128.0K | Q1 2026 |
| Sage Financial Management Group, Inc.$325M AUM | 3.20% | $10M | 107.2K | Q1 2026 |
| Waterway Wealth Management, LLC$452M AUM | 3.17% | $14M | 147.7K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 3.15% | $7M | 69.0K | Q1 2026 |
| Resolute Advisors LLC$242M AUM | 3.14% | $8M | 78.3K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 3.11% | $37M | 385.3K | Q1 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 3.08% | $6M | 58.4K | Q1 2026 |
| United Community Bank$300M AUM | 3.01% | $9M | 92.9K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 2.99% | $56M | 572.1K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 2.99% | $14M | 144.9K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 2.89% | $47M | 488.4K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 2.88% | $7M | 79.7K | Q3 2025OLDER |
| BAILARD, INC.$4.4B AUM | 2.85% | $124M | 1.28M | Q1 2026 |
| Richwood Investment Advisors, LLC$130M AUM | 2.84% | $4M | 37.9K | Q1 2026 |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 2.83% | $12M | 124.1K | Q1 2026 |
| Flower City Capital$227M AUM | 2.80% | $6M | 57.6K | Q1 2026 |
| Noble Family Wealth, LLC$484M AUM | 2.79% | $14M | 139.2K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.74% | $9M | 88.7K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 2.73% | $8M | 79.7K | Q1 2026 |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 2.73% | $23M | 240.5K | Q1 2026 |
| Gambit Capital Management, LLC$145M AUM | 2.69% | $4M | 40.3K | Q1 2026 |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 2.69% | $16M | 163.0K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 2.65% | $6M | 61.6K | Q1 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 2.59% | $25M | 257.2K | Q1 2026 |
| MARTIN & CO INC /TN/$587M AUM | 2.58% | $15M | 155.8K | Q1 2026 |
| Pandora Wealth, Inc.$165M AUM | 2.57% | $4M | 44.1K | Q4 2025OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 2.57% | $4M | 39.1K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 2.56% | $87M | 897.4K | Q1 2026 |
| William Howard & Co Financial Advisors Inc$129M AUM | 2.56% | $3M | 30.5K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 2.56% | $82M | 847.3K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 2.51% | $49M | 501.2K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 2.51% | $42M | 454.8K | Q3 2025OLDER |
| Signet Private Wealth LLC$105M AUM | 2.49% | $3M | 26.9K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 2.49% | $36M | 378.6K | Q1 2026 |
| LTG Capital LLC$131M AUM | 2.48% | $3M | 33.4K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 2.47% | $59M | 608.2K | Q1 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 2.47% | $14M | 148.1K | Q1 2026 |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 2.46% | $12M | 127.1K | Q1 2026 |
| State of Wyoming$844M AUM | 2.45% | $21M | 212.4K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 2.43% | $6M | 66.5K | Q4 2025OLDER |
| Portland Global Advisors LLC$938M AUM | 2.42% | $23M | 233.5K | Q1 2026 |
| RAINIER FAMILY WEALTH INC$149M AUM | 2.41% | $4M | 37.0K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 2.40% | $62M | 638.2K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 2.39% | $59M | 605.9K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 2.39% | $12M | 122.8K | Q1 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 2.38% | $26M | 272.9K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 2.38% | $9M | 91.9K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 2.38% | $7M | 70.9K | Q1 2026 |
| Brickley Wealth Management$583M AUM | 2.35% | $14M | 140.9K | Q1 2026 |
| Parisi Gray Wealth Management$487M AUM | 2.34% | $10M | 101.2K | Q1 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 2.32% | $3M | 35.1K | Q1 2026 |
| ASL Financial, LLC$125M AUM | 2.28% | $3M | 29.4K | Q1 2026 |
| Canton Hathaway, LLC$496M AUM | 2.27% | $11M | 115.6K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 2.26% | $10M | 98.6K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 2.24% | $37M | 387.8K | Q4 2025OLDER |
| EWG Elevate Inc.$320M AUM | 2.24% | $7M | 76.7K | Q3 2025OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 2.22% | $7M | 71.5K | Q4 2025OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 2.22% | $3M | 28.9K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 2.22% | $7M | 74.5K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 2.22% | $196M | 2.01M | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 2.21% | $13M | 128.8K | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 2.21% | $27M | 274.2K | Q1 2026 |
| Canandaigua National Trust Co of Florida$125M AUM | 2.20% | $3M | 28.2K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 2.18% | $18M | 185.2K | Q1 2026 |
| 1015 Capital Partners, LLC$103M AUM | 2.12% | $2M | 22.5K | Q1 2026 |
| Providence First Trust Co$284M AUM | 2.09% | $6M | 61.1K | Q1 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 2.08% | $9M | 89.9K | Q1 2026 |
| Hillman Capital Management, Inc.$144M AUM | 2.08% | $3M | 30.9K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 2.08% | $5M | 52.2K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 2.07% | $4M | 44.8K | Q1 2026 |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 2.05% | $4M | 36.1K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 2.04% | $6M | 62.4K | Q1 2026 |
| DeepCurrents Investment Group LLC$3.1B AUM | 2.03% | $63M | 56.0K | Q1 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 2.01% | $14M | 147.6K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 2.01% | $3M | 36.0K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 1.99% | $2M | 21.0K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 1.98% | $21M | 214.6K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 1.97% | $3M | 28.8K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 1.96% | $10M | 104.7K | Q1 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 1.96% | $4M | 42.0K | Q1 2026 |
| Blankinship & Foster, LLC$452M AUM | 1.95% | $9M | 91.0K | Q1 2026 |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.94% | $2M | 25.1K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 1.93% | $19M | 198.1K | Q1 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 1.92% | $19M | 198.8K | Q1 2026 |
| Copia Wealth Management$146M AUM | 1.90% | $3M | 28.4K | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 1.88% | $6M | 57.6K | Q1 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 1.88% | $2M | 21.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 1.88% | $24M | 252.1K | Q1 2026 |
| Alpha Advisors, LLC/VA$127M AUM | 1.87% | $2M | 24.4K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 1.85% | $21M | 211.7K | Q1 2026 |
| Salus Financial Advisors, LLC$171M AUM | 1.84% | $3M | 32.5K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 1.83% | $3M | 32.4K | Q1 2026 |
| Counterweight Ventures, LLC$178M AUM | 1.81% | $3M | 33.3K | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 1.81% | $2M | 23.2K | Q1 2026 |
| Weaver Capital Management LLC$461M AUM | 1.80% | $8M | 85.5K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 1.79% | $33M | 343.2K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 1.79% | $2M | 21.5K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 1.77% | $4M | 36.7K | Q1 2026 |
| ACAS, LLC$149M AUM | 1.76% | $3M | 28.6K | Q2 2025OLDER |
| KG Capital Management$139M AUM | 1.74% | $2M | 24.9K | Q1 2026 |
| Texas Bank & Trust Co$266M AUM | 1.73% | $5M | 47.5K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 1.73% | $2M | 19.3K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 1.73% | $34M | 352.4K | Q1 2026 |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 1.70% | $7M | 67.3K | Q1 2026 |
| All Terrain Financial Advisors, LLC$425M AUM | 1.69% | $7M | 73.9K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 1.69% | $6M | 58.8K | Q1 2026 |
| NYL Investors LLC$265M AUM | 1.66% | $4M | 45.2K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 1.66% | $64M | 657.6K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 1.66% | $53M | 553.3K | Q4 2025OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 1.66% | $4M | 37.9K | Q1 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 1.64% | $3M | 29.0K | Q1 2026 |
| Innova Wealth Partners$211M AUM | 1.63% | $3M | 35.4K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 1.62% | $29M | 297.9K | Q1 2026 |
| Citizens Business Bank$610M AUM | 1.61% | $10M | 101.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 1.61% | $102M | 11.70M | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.61% | $59M | 607.2K | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 1.61% | $6M | 59.4K | Q1 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 1.60% | $27M | 277.3K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 1.59% | $74M | 757.6K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 1.58% | $12M | 128.7K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 1.57% | $7M | 72.8K | Q2 2025OLDER |
| Horizons Wealth Management$152M AUM | 1.57% | $2M | 24.6K | Q1 2026 |
| Belmont Capital, LLC$657M AUM | 1.56% | $10M | 115.0K | Q2 2025OLDER |
| GS Investments, Inc.$175M AUM | 1.56% | $3M | 28.0K | Q1 2026 |
| Santori & Peters, Inc.$321M AUM | 1.55% | $5M | 51.4K | Q1 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.54% | $6M | 57.5K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 1.54% | $3M | 32.0K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 1.54% | $18M | 181.5K | Q1 2026 |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 1.52% | $3M | 29.8K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 1.52% | $15M | 171.4K | Q2 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 1.51% | $49M | 517.3K | Q1 2026 |
| Wealth Analytics Partners, LLC$246M AUM | 1.49% | $4M | 37.8K | Q1 2026 |
| Greenfield Savings Bank$264M AUM | 1.48% | $3M | 35.8K | Q1 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC.$540M AUM | 1.48% | $8M | 89.6K | Q2 2025OLDER |
| CMG Global Holdings, LLC$210M AUM | 1.48% | $3M | 32.0K | Q1 2026 |
| HighRoad Wealth Advisors, LLC$102M AUM | 1.47% | $2M | 15.5K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 1.47% | $16M | 170.5K | Q4 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 1.47% | $16M | 168.7K | Q1 2026 |
| ASSET PLANNING CORPORATION$211M AUM | 1.46% | $3M | 32.9K | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.45% | $4M | 43.4K | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 1.45% | $28M | 287.6K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.44% | $4M | 41.7K | Q1 2026 |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 1.44% | $3M | 31.3K | Q1 2026 |
| Brightwater Advisory LLC$151M AUM | 1.44% | $2M | 22.4K | Q1 2026 |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 1.43% | $5M | 51.1K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 1.43% | $8M | 84.4K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 1.42% | $12M | 125.2K | Q1 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 1.41% | $3M | 33.5K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 1.41% | $59M | 609.4K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 1.41% | $24M | 249.6K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 1.41% | $54M | 606.6K | Q2 2025OLDER |
| Bonfire Financial$133M AUM | 1.41% | $2M | 19.3K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 1.39% | $9M | 88.0K | Q4 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.38% | $8M | 81.8K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.37% | $58M | 593.5K | Q1 2026 |
| CENTRAL BANK & TRUST CO$636M AUM | 1.37% | $9M | 89.9K | Q1 2026 |
| BOKF, NA$6.5B AUM | 1.37% | $89M | 919.1K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 1.36% | $3M | 30.3K | Q1 2026 |
| Lexington Hill Partners, LLC$206M AUM | 1.36% | $2M | 24.7K | Q1 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.36% | $3M | 28.9K | Q1 2026 |
| Emerald Investment Advisers, LLC$1.1B AUM | 1.35% | $15M | 154.3K | Q1 2026 |
| Valpey Financial Services, LLC$154M AUM | 1.34% | $2M | 21.2K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 1.34% | $1M | 14.1K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 1.33% | $6M | 65.4K | Q1 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 1.32% | $4M | 43.0K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 1.31% | $6M | 63.3K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.31% | $202M | 2.08M | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.31% | $10M | 98.8K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 1.31% | $17M | 172.8K | Q1 2026 |
| RiverGlades Family Offices LLC$170M AUM | 1.30% | $2M | 22.8K | Q1 2026 |
| Lighthouse Financial LLC$166M AUM | 1.29% | $2M | 22.1K | Q1 2026 |
| Tolleson Wealth Management, Inc.$693M AUM | 1.29% | $9M | 92.7K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 1.27% | $17M | 185.4K | Q1 2026 |
| Serenity Investment Advisors$214M AUM | 1.27% | $3M | 26.2K | Q1 2026 |
| Mondrian Investment Partners LTD$6.7B AUM | 1.27% | $85M | 875.0K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 1.27% | $7M | 69.4K | Q1 2026 |
| WLTH Capital Management, LLC$156M AUM | 1.26% | $2M | 16.6K | Q1 2026 |
| Tudor Financial Inc.$196M AUM | 1.25% | $2M | 25.2K | Q1 2026 |
| Newport Capital Group, LLC$164M AUM | 1.25% | $2M | 21.2K | Q1 2026 |
| Financial Advisors Network, Inc.$724M AUM | 1.25% | $9M | 92.8K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 1.24% | $71M | 698.2K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 1.24% | $10M | 95.7K | Q1 2026 |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 1.23% | $5M | 47.3K | Q1 2026 |
| Axiom Financial Strategies, LLC$284M AUM | 1.22% | $2M | 24.4K | Q2 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 1.21% | $28M | 283.5K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 1.21% | $6M | 63.7K | Q1 2026 |
| PFW Advisors LLC$318M AUM | 1.20% | $4M | 39.3K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 1.20% | $17M | 173.7K | Q1 2026 |
| Hudson Portfolio Management LLC$119M AUM | 1.19% | $1M | 14.6K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 1.19% | $16M | 160.3K | Q1 2026 |
| Johnson & White Wealth Management, LLC$236M AUM | 1.19% | $3M | 29.0K | Q1 2026 |
| Capital Advantage, Inc.$765M AUM | 1.18% | $9M | 93.3K | Q1 2026 |
| Park Capital Management, LLC / WI$170M AUM | 1.18% | $1M | 12.5K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 1.17% | $2M | 16.8K | Q1 2026 |
| Copperwynd Financial, LLC$401M AUM | 1.17% | $5M | 52.5K | Q2 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.17% | $56M | 581.3K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 1.17% | $11M | 112.7K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 1.17% | $8M | 86.5K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.16% | $29M | 301.3K | Q1 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 1.16% | $3M | 33.2K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 1.15% | $16M | 164.5K | Q4 2025OLDER |
| Viewpoint Capital Management LLC$214M AUM | 1.15% | $2M | 25.4K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.15% | $10M | 107.3K | Q1 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 1.14% | $4M | 40.9K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.14% | $3M | 32.5K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 1.14% | $70M | 724.1K | Q1 2026 |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 1.13% | $6M | 59.0K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 1.12% | $2M | 17.5K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 1.12% | $89M | 1.00M | Q2 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 1.11% | $5M | 46.7K | Q1 2026 |
| Genesis Wealth Advisors, LLC$150M AUM | 1.11% | $2M | 17.2K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 1.11% | $6M | 58.0K | Q1 2026 |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 1.11% | $16M | 169.8K | Q4 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 1.11% | $10M | 101.2K | Q1 2026 |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 1.10% | $8M | 78.8K | Q1 2026 |
| Westshore Wealth, LLC$285M AUM | 1.10% | $3M | 32.3K | Q1 2026 |
| Vanguard Capital Wealth Advisors$108M AUM | 1.10% | $1M | 14.7K | Q3 2025OLDER |
| Urban Financial Advisory Corp$283M AUM | 1.09% | $3M | 31.7K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 1.08% | $14M | 142.1K | Q1 2026 |
| Eukles Asset Management$224M AUM | 1.07% | $2M | 24.7K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 1.07% | $66M | 683.7K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 1.07% | $2M | 25.0K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.07% | $23M | 237.0K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.07% | $6M | 67.6K | Q1 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 1.06% | $38M | 400.6K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 1.06% | $5M | 55.6K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 1.06% | $12M | 126.2K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 1.06% | $5M | 56.3K | Q1 2026 |
| Athena Investment Management$193M AUM | 1.05% | $2M | 20.9K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 1.05% | $4M | 46.3K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 1.05% | $3M | 25.5K | Q4 2025OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 1.04% | $4M | 42.7K | Q1 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 1.03% | $3M | 26.6K | Q1 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 1.03% | $7M | 75.9K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.03% | $5M | 46.5K | Q1 2026 |
| Global Trust Wealth Management LLC$132M AUM | 1.03% | $1M | 14.0K | Q1 2026 |
| Leverty Financial Group, LLC$452M AUM | 1.02% | $5M | 47.4K | Q1 2026 |
| OLYMPUS WEALTH MANAGEMENT, LLC$298M AUM | 1.02% | $3M | 33.8K | Q2 2025OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 1.01% | $4M | 41.5K | Q2 2025OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 1.01% | $3M | 32.6K | Q1 2026 |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 1.00% | $14M | 141.9K | Q1 2026 |
| Moloney Securities Asset Management, LLC$840M AUM | 1.00% | $8M | 90.1K | Q3 2025OLDER |
| Brio Consultants, LLC$818M AUM | 1.00% | $8M | 79.9K | Q1 2026 |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 1.00% | $2M | 16.9K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.99% | $8M | 81.7K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.99% | $9M | 96.5K | Q1 2026 |
| StoryOne LLC$177M AUM | 0.99% | $2M | 0 | Q1 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.98% | $33M | 347.6K | Q4 2025OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.98% | $1M | 10.8K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.97% | $2M | 19.7K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.97% | $23M | 237.3K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.96% | $6M | 57.1K | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 0.96% | $13M | 134.3K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.96% | $13M | 138.2K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.94% | $2M | 25.3K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.94% | $3M | 28.5K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.94% | $3M | 30.2K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.94% | $4M | 43.3K | Q1 2026 |
| Lynch Investment Planning, LLC$111M AUM | 0.93% | $1M | 10.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.93% | $233M | 2.43M | Q4 2025OLDER |
| Hiley Hunt Wealth Management$253M AUM | 0.93% | $2M | 21.7K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.93% | $3M | 33.2K | Q4 2025OLDER |
| Storen Legacy Partners, LLC$367M AUM | 0.93% | $3M | 30.5K | Q1 2026 |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.93% | $2M | 24.3K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.92% | $1M | 12.5K | Q1 2026 |
| Shorepoint Capital Partners LLC$503M AUM | 0.91% | $5M | 49.2K | Q3 2025OLDER |
| Bedminster, LLC$107M AUM | 0.90% | $970,698 | 10.0K | Q1 2026 |
| WIT, LLC$5.3B AUM | 0.90% | $48M | 491.2K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.90% | $2M | 21.5K | Q1 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 0.90% | $2M | 17.3K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 0.89% | $3M | 32.7K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.89% | $20M | 203.6K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.89% | $9M | 92.9K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.89% | $2M | 17.0K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.88% | $6M | 58.8K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.88% | $3M | 30.7K | Q1 2026 |
| Bank of Marin$137M AUM | 0.88% | $1M | 12.4K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.87% | $36M | 388.8K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.87% | $3M | 27.8K | Q4 2025OLDER |
| FUTURE YOU WEALTH LLC$184M AUM | 0.87% | $2M | 18.1K | Q2 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.87% | $3M | 33.7K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.86% | $16M | 164.5K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.86% | $7M | 76.6K | Q1 2026 |
| WHITE PINE CAPITAL LLC$355M AUM | 0.86% | $3M | 31.3K | Q1 2026 |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.85% | $2M | 20.2K | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.85% | $5M | 48.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.84% | $693M | 7.13M | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.84% | $13M | 137.1K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.84% | $323M | 3.32M | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.84% | $5M | 47.3K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.82% | $1M | 15.3K | Q1 2026 |
| Ashford Advisors, LLC$429M AUM | 0.82% | $4M | 36.2K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.82% | $2M | 15.7K | Q1 2026 |
| Del-Sette Capital Management, LLC$167M AUM | 0.81% | $1M | 14.0K | Q1 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 0.81% | $926,297 | 9.5K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.81% | $4M | 44.1K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 0.81% | $3M | 31.5K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.80% | $11M | 109.3K | Q1 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.80% | $966,863 | 10.0K | Q1 2026 |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.80% | $10M | 103.3K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.79% | $3M | 32.1K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.79% | $7M | 72.6K | Q1 2026 |
| PW Nova Financial Services LLC$399M AUM | 0.79% | $3M | 32.5K | Q1 2026 |
| Greenland Capital Management LP$787M AUM | 0.79% | $6M | 64.0K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.78% | $2M | 15.8K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.78% | $3M | 26.8K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 0.78% | $2M | 21.9K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.78% | $6M | 64.4K | Q1 2026 |
| STEPH & CO$351M AUM | 0.78% | $3M | 28.1K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.78% | $1M | 11.6K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.78% | $6M | 60.3K | Q1 2026 |
| Mission Financial Group, LLC$108M AUM | 0.77% | $839,067 | 8.6K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 0.77% | $5M | 48.9K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.76% | $3M | 29.0K | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 0.76% | $9M | 97.6K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.76% | $17M | 171.1K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.76% | $16M | 162.0K | Q1 2026 |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.76% | $8M | 84.4K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.75% | $16M | 160.0K | Q1 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.75% | $15M | 150.3K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.75% | $4M | 44.2K | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.75% | $2M | 25.0K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.75% | $8M | 81.0K | Q1 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.74% | $8M | 79.0K | Q1 2026 |
| Curbstone Financial Management Corp$523M AUM | 0.74% | $4M | 39.8K | Q1 2026 |
| Legacy Trust$522M AUM | 0.74% | $4M | 39.8K | Q1 2026 |
| Columbia Bank$350M AUM | 0.74% | $3M | 26.7K | Q1 2026 |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.74% | $857,853 | 8.8K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.74% | $7M | 73.7K | Q1 2026 |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.73% | $990,435 | 10.2K | Q1 2026 |
| Vantus Wealth LLC$136M AUM | 0.72% | $979,410 | 10.2K | Q4 2025OLDER |
| Simmons Bank$1.5B AUM | 0.72% | $11M | 110.8K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.72% | $889M | 9.15M | Q1 2026 |
| Bank OZK$283M AUM | 0.72% | $2M | 21.0K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.72% | $2M | 24.6K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.72% | $5M | 52.7K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.72% | $7M | 75.6K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.72% | $5M | 46.5K | Q1 2026 |
| Beirne Wealth Consulting Services, LLC$503M AUM | 0.71% | $3M | 25.9K | Q1 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.71% | $900,201 | 9.3K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.70% | $8M | 85.0K | Q1 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.70% | $903,172 | 9.4K | Q4 2025OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.70% | $1M | 10.8K | Q1 2026 |
| Nexus Investment Management ULC$715M AUM | 0.70% | $5M | 51.3K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.69% | $16M | 163.1K | Q1 2026 |
| Shoker Investment Counsel, Inc.$337M AUM | 0.69% | $2M | 24.1K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.69% | $32M | 327.3K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.69% | $4M | 43.9K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.69% | $2M | 24.7K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.68% | $2M | 16.1K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.68% | $4M | 43.8K | Q1 2026 |
| HALL LAURIE J TRUSTEE$322M AUM | 0.68% | $2M | 19.8K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.67% | $4M | 36.7K | Q1 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 0.67% | $5M | 47.2K | Q1 2026 |
| Veracity Capital LLC$280M AUM | 0.67% | $2M | 19.2K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.67% | $2M | 21.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.66% | $363M | 3.73M | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.66% | $1M | 11.6K | Q1 2026 |
| BSW Wealth Partners$819M AUM | 0.66% | $5M | 55.6K | Q1 2026 |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.66% | $30M | 304.8K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.66% | $37M | 380.4K | Q1 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.66% | $1M | 15.0K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.65% | $6M | 61.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.65% | $58M | 597.6K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.65% | $1M | 13.4K | Q1 2026 |
| MKD WEALTH COACHES, LLC$102M AUM | 0.64% | $655,323 | 6.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.64% | $56M | 587.8K | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.64% | $923,293 | 9.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.64% | $12M | 127.8K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.64% | $46M | 473.5K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.64% | $2M | 34.3K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.64% | $3M | 31.8K | Q1 2026 |
| Trace Wealth Advisors, LLC$133M AUM | 0.64% | $851,344 | 8.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.63% | $464M | 4.78M | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.62% | $3M | 28.5K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.62% | $52M | 533.5K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.62% | $5M | 54.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.62% | $81M | 834.1K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.62% | $18M | 188.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.