EMREMERSON ELEC CO
CUSIP 291011104 · Yahoo Finance ↗ · Google Finance ↗
Emerson Elec Co (EMR) has 2,181 institutional holders in Filings Flow’s 13F database, together reporting 454.91M shares worth $57.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,181
Q1 2026
Reported Value
$57.8B
Ticker
EMR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Clean Energy Transition LLP$1.5B AUM | 10.42% | $160M | 1.22M | Q1 2026OLDER |
| Tribune Investment Group LP$261M AUM | 6.36% | $13M | 100.0K | Q3 2025OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 5.01% | $43M | 326.3K | Q1 2026OLDER |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$268M AUM | 4.89% | $13M | 100.0K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.42% | $20M | 154.1K | Q4 2025OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 4.35% | $33M | 250.7K | Q1 2026OLDER |
| WORMSER FRERES GESTION$139M AUM | 4.30% | $6M | 44.4K | Q1 2026OLDER |
| HALLSTATT ADVISORS L.P.$126M AUM | 4.15% | $6M | 42.0K | Q4 2025OLDER |
| Guinness Asset Management LTD$5.8B AUM | 3.91% | $227M | 1.74M | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 3.45% | $14M | 103.3K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 3.19% | $15M | 103.6K | Q2 2026 |
| MCDANIEL TERRY & CO$1.2B AUM | 3.15% | $37M | 283.1K | Q1 2026OLDER |
| Regents Gate Capital LLP$469M AUM | 2.95% | $14M | 105.8K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 2.84% | $10M | 78.4K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.81% | $62M | 464.6K | Q4 2025OLDER |
| Sarasin & Partners LLP$8.5B AUM | 2.80% | $239M | 1.67M | Q2 2026 |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 2.72% | $5M | 40.7K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 2.68% | $33M | 252.4K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 2.66% | $15M | 114.9K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 2.57% | $4M | 24.8K | Q4 2025OLDER |
| St. James Investment Company, LLC$638M AUM | 2.54% | $16M | 123.9K | Q1 2026OLDER |
| James Hambro & Partners LLP$2.6B AUM | 2.48% | $63M | 483.4K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 2.45% | $4M | 27.3K | Q3 2025OLDER |
| SWP Investment Management LLC$145M AUM | 2.30% | $3M | 23.3K | Q2 2026 |
| Welch Group, LLC$2.7B AUM | 2.30% | $61M | 466.3K | Q1 2026OLDER |
| STONE RUN CAPITAL, LLC$254M AUM | 2.27% | $6M | 43.9K | Q3 2025OLDER |
| IAT REINSURANCE CO LTD.$310M AUM | 2.21% | $10M | 80.0K | Q3 2025OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 2.21% | $15M | 117.5K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 2.16% | $13M | 100.5K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 2.15% | $6M | 42.5K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.11% | $4M | 30.0K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 2.09% | $18M | 138.1K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 2.02% | $5M | 37.7K | Q1 2026OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 1.99% | $6M | 43.0K | Q2 2026 |
| SMA Capital LLC$232M AUM | 1.98% | $5M | 35.0K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 1.96% | $10M | 75.7K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.95% | $25M | 187.5K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.89% | $108M | 822.7K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 1.88% | $7M | 50.7K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 1.82% | $6M | 47.6K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 1.81% | $7M | 56.6K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.79% | $10M | 72.8K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.78% | $41M | 316.1K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.69% | $3M | 21.5K | Q2 2026 |
| Processus Wealth & Capital Management, LLC$147M AUM | 1.69% | $2M | 19.0K | Q1 2026OLDER |
| Samjo Management, LLC$231M AUM | 1.69% | $4M | 29.8K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 1.68% | $5M | 35.8K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$665M AUM | 1.65% | $11M | 76.6K | Q2 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 1.64% | $173M | 1.32M | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.61% | $8M | 60.6K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.60% | $5M | 33.2K | Q2 2026 |
| Founders Capital Management$205M AUM | 1.59% | $3M | 24.9K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.59% | $65M | 482.0K | Q4 2025OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 1.57% | $4M | 28.7K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 1.53% | $10M | 78.2K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.53% | $4M | 28.7K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.53% | $8M | 63.5K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.53% | $90M | 684.2K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 1.50% | $12M | 88.8K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 1.47% | $7M | 50.0K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.46% | $11M | 80.3K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.46% | $17M | 132.9K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 1.45% | $20M | 151.0K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.44% | $4M | 33.9K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.43% | $3M | 23.1K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.43% | $8M | 63.6K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 1.42% | $3M | 20.2K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.41% | $13M | 102.9K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 1.41% | $10M | 72.6K | Q1 2026OLDER |
| Newport Trust Company, LLC$40.7B AUM | 1.40% | $571M | 4.36M | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 1.39% | $40M | 302.6K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 1.39% | $7M | 51.6K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 1.37% | $9M | 70.0K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.36% | $18M | 141.1K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 1.35% | $3M | 19.6K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 1.33% | $10M | 79.5K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.33% | $16M | 122.9K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 1.33% | $3M | 19.3K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 1.32% | $92M | 643.8K | Q2 2026 |
| Insight Inv LLC$183M AUM | 1.31% | $2M | 18.2K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 1.30% | $14M | 108.7K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.30% | $9M | 67.1K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 1.28% | $9M | 62.9K | Q2 2026 |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 1.27% | $3M | 19.5K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 1.27% | $6M | 48.9K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 1.24% | $2M | 13.1K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.23% | $1M | 10.4K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 1.23% | $7M | 51.3K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.22% | $4M | 34.0K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.21% | $4M | 27.5K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.20% | $1M | 10.2K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 1.20% | $3M | 22.2K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 1.19% | $5M | 37.8K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.17% | $14M | 106.4K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.16% | $20M | 140.5K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 1.16% | $1M | 10.5K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.14% | $3M | 22.2K | Q4 2025OLDER |
| CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM | 1.14% | $3M | 26.0K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 1.13% | $261M | 1.99M | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.12% | $4M | 27.8K | Q2 2026 |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.12% | $10M | 75.3K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 1.12% | $4M | 29.2K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.12% | $13M | 96.0K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.12% | $3M | 19.7K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 1.11% | $39M | 272.0K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.11% | $2M | 14.3K | Q4 2025OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.10% | $3M | 21.2K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 1.10% | $2M | 17.7K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 1.10% | $3M | 20.9K | Q2 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 1.10% | $32M | 246.3K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 1.09% | $31M | 235.6K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 1.08% | $2M | 17.7K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 1.08% | $2M | 13.9K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 1.08% | $13M | 97.5K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 1.08% | $5M | 35.7K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.08% | $2M | 11.2K | Q2 2026 |
| Strategic Advisors LLC$602M AUM | 1.06% | $6M | 48.9K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.06% | $2M | 13.6K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.06% | $6M | 47.3K | Q4 2025OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.05% | $2M | 17.3K | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 1.04% | $2M | 11.8K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.00% | $18M | 139.6K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.99% | $3M | 23.8K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.99% | $22M | 165.1K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.97% | $3M | 25.0K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.97% | $2M | 17.4K | Q2 2026 |
| Abbot Financial Management, Inc.$239M AUM | 0.97% | $2M | 17.7K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.96% | $6M | 42.7K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.96% | $2M | 19.0K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.96% | $16M | 119.6K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.95% | $2M | 14.2K | Q2 2026 |
| Pettee Investors, Inc.$194M AUM | 0.95% | $2M | 13.2K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 0.95% | $4M | 28.0K | Q4 2025OLDER |
| Sara-Bay Financial$333M AUM | 0.95% | $3M | 24.0K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 0.94% | $1M | 8.1K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.94% | $5M | 34.5K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.94% | $6M | 47.7K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.94% | $1M | 10.5K | Q1 2026OLDER |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 0.94% | $2M | 13.0K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.94% | $982,650 | 7.5K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 0.94% | $2M | 18.4K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.93% | $4M | 32.0K | Q4 2025OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.93% | $1M | 9.9K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.91% | $7M | 50.9K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.91% | $2M | 14.9K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.91% | $22M | 163.8K | Q4 2025OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.89% | $900,083 | 6.9K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.89% | $2M | 15.2K | Q2 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.88% | $125M | 953.5K | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.88% | $1M | 11.2K | Q2 2026 |
| Mengis Capital Management, Inc.$581M AUM | 0.88% | $5M | 38.9K | Q1 2026OLDER |
| Trium Capital LLP$142M AUM | 0.87% | $1M | 9.4K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.85% | $2M | 13.9K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.84% | $1M | 10.1K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.84% | $2M | 14.7K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.83% | $7M | 53.4K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.83% | $4M | 26.9K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.82% | $54M | 374.4K | Q2 2026 |
| L. Roy Papp & Associates, LLP$867M AUM | 0.82% | $7M | 54.3K | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 0.82% | $3M | 24.5K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 0.82% | $1M | 8.2K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.82% | $2M | 17.9K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.81% | $2M | 13.0K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.81% | $12M | 89.3K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.81% | $3M | 21.8K | Q1 2026OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.80% | $14M | 103.7K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.80% | $3M | 21.8K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.79% | $2M | 16.7K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.79% | $2M | 13.9K | Q4 2025OLDER |
| Tevis Investment Management$176M AUM | 0.78% | $1M | 10.5K | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.78% | $41M | 316.2K | Q1 2026OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.78% | $11M | 84.6K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.77% | $13M | 98.6K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.77% | $3M | 19.1K | Q4 2025OLDER |
| DARA CAPITAL US, INC.$105M AUM | 0.74% | $785,202 | 6.0K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.74% | $2M | 14.8K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.74% | $2M | 13.5K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.74% | $9M | 68.6K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.74% | $45M | 340.3K | Q4 2025OLDER |
| ALBERT D MASON INC$154M AUM | 0.74% | $1M | 8.7K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.73% | $16M | 118.8K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.73% | $2M | 18.1K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.73% | $1M | 11.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.73% | $3M | 24.1K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.73% | $1M | 8.2K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.72% | $862,759 | 6.6K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.72% | $4M | 31.7K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.72% | $3M | 24.0K | Q1 2026OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.71% | $2M | 11.7K | Q2 2026 |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.71% | $1M | 8.2K | Q2 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.71% | $1M | 10.7K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.71% | $1M | 9.8K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.71% | $758M | 5.98M | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.70% | $234M | 1.81M | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.70% | $1M | 10.3K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.70% | $17M | 132.3K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.70% | $2M | 16.0K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.69% | $2M | 14.5K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.69% | $5M | 37.9K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.69% | $3M | 23.6K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.69% | $2M | 14.4K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.68% | $2M | 17.4K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.68% | $3M | 25.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.67% | $121M | 927.0K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.67% | $706,477 | 5.4K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.66% | $24M | 183.6K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.66% | $9M | 71.6K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.66% | $9M | 70.9K | Q3 2025OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.65% | $2M | 12.0K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.64% | $1M | 9.2K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.64% | $2M | 13.4K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.64% | $11M | 79.6K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.64% | $5M | 41.4K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.63% | $1M | 9.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.62% | $14M | 107.6K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.62% | $10M | 73.4K | Q4 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.62% | $755M | 5.76M | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.62% | $2M | 16.6K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.62% | $950,275 | 7.2K | Q4 2025OLDER |
| MOTCO$1.1B AUM | 0.60% | $7M | 49.9K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.60% | $765M | 5.84M | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.60% | $678,150 | 5.5K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.59% | $1M | 8.2K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.59% | $2M | 17.8K | Q4 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.59% | $3M | 25.9K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.59% | $10M | 77.4K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.58% | $1M | 9.7K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.58% | $2M | 14.4K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.58% | $3M | 20.5K | Q2 2026 |
| InvesTrust$238M AUM | 0.58% | $1M | 10.6K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.58% | $3M | 24.1K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.58% | $39M | 297.3K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.58% | $168M | 1.28M | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.58% | $851,892 | 6.5K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 0.57% | $4M | 29.9K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.57% | $48M | 364.4K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.57% | $3M | 22.5K | Q2 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.56% | $10M | 73.4K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.56% | $2M | 18.0K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.56% | $14M | 103.8K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 0.56% | $2M | 16.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.55% | $13M | 98.2K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.55% | $7M | 51.9K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.55% | $45M | 342.3K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.55% | $1M | 8.6K | Q1 2026OLDER |
| United Bank$301M AUM | 0.54% | $2M | 12.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.54% | $22M | 164.8K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.54% | $1M | 9.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.54% | $681,042 | 5.2K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 0.54% | $2M | 12.1K | Q2 2026 |
| Essex LLC$566M AUM | 0.54% | $3M | 23.2K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.54% | $9M | 70.0K | Q3 2025OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.53% | $758,016 | 5.8K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.53% | $2M | 17.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.53% | $9M | 70.0K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.53% | $31M | 240.0K | Q3 2025OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.53% | $909,663 | 6.9K | Q4 2025OLDER |
| Penbrook Management LLC$132M AUM | 0.53% | $694,406 | 5.3K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.53% | $6M | 42.2K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.52% | $5M | 36.7K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.52% | $1M | 10.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.52% | $12M | 94.5K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.51% | $16M | 123.5K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.51% | $2M | 11.7K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 0.51% | $1M | 8.5K | Q1 2026OLDER |
| MIROVA$2.5B AUM | 0.51% | $13M | 95.4K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.51% | $1M | 9.6K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.51% | $14M | 109.8K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.51% | $753,366 | 5.8K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.50% | $779,045 | 5.9K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.50% | $602,510 | 4.6K | Q3 2025OLDER |
| LifePlan Financial, LLC$135M AUM | 0.50% | $678,815 | 5.2K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 0.50% | $1M | 7.7K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 0.50% | $2M | 16.4K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.50% | $36M | 277.0K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 0.49% | $3M | 26.3K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.49% | $1M | 10.7K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.49% | $2M | 16.4K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.49% | $1M | 8.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.49% | $579,799 | 4.4K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.48% | $4M | 31.2K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.48% | $2M | 19.0K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 0.48% | $3M | 26.2K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 0.48% | $6M | 41.0K | Q2 2026 |
| Notis-McConarty Edward$201M AUM | 0.48% | $961,294 | 7.3K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.48% | $2M | 12.1K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.48% | $751,924 | 5.7K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.48% | $6M | 48.0K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.47% | $689,951 | 5.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.47% | $130M | 988.6K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.47% | $485,036 | 3.7K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.47% | $977,410 | 7.5K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.47% | $708,593 | 5.0K | Q2 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.47% | $5M | 35.1K | Q1 2026OLDER |
| LCM Capital Management Inc$199M AUM | 0.46% | $926,743 | 7.1K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.46% | $2M | 12.9K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.46% | $2M | 13.5K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.46% | $1M | 10.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.46% | $339M | 2.59M | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.46% | $437M | 3.33M | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.46% | $1M | 8.3K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.46% | $7M | 56.5K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.46% | $710,891 | 5.4K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 0.46% | $535,872 | 4.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.45% | $6M | 41.6K | Q2 2026 |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.45% | $10M | 75.8K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.45% | $4M | 27.4K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.45% | $2M | 14.9K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 0.45% | $2M | 17.8K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.45% | $2M | 13.7K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.45% | $5M | 39.7K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.44% | $1M | 8.0K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.44% | $7M | 54.7K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 0.44% | $721,107 | 5.5K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.44% | $592,341 | 4.5K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.44% | $32M | 245.4K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.44% | $2M | 13.7K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.44% | $1M | 9.9K | Q1 2026OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.43% | $7M | 51.3K | Q4 2025OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.43% | $653,921 | 5.0K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.43% | $6M | 47.9K | Q4 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.43% | $15M | 118.0K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.43% | $121M | 925.8K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.43% | $690,005 | 5.3K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.43% | $5M | 42.7K | Q4 2025OLDER |
| Compass Wealth Management LLC$405M AUM | 0.42% | $2M | 13.1K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.42% | $1M | 10.8K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.42% | $4M | 32.2K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.42% | $4M | 29.5K | Q2 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.42% | $3M | 24.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.42% | $739,477 | 5.6K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.42% | $4M | 28.8K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.41% | $2M | 14.0K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.41% | $4M | 28.0K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.41% | $11M | 85.0K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.41% | $4M | 27.3K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.41% | $414,416 | 3.2K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.41% | $11M | 84.6K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.41% | $810,752 | 6.2K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.41% | $4M | 30.6K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.40% | $488,252 | 3.7K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.40% | $450,054 | 3.4K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.40% | $724,388 | 5.5K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.40% | $6M | 45.7K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.40% | $1M | 8.3K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.40% | $3M | 19.1K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.40% | $29M | 223.3K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.40% | $13M | 97.5K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.40% | $2M | 14.4K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 0.40% | $2M | 16.2K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.40% | $3M | 24.7K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.39% | $490,146 | 3.7K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.39% | $96M | 730.1K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.39% | $3M | 23.4K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.39% | $484,276 | 3.4K | Q2 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.39% | $14M | 104.5K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.38% | $992,459 | 6.9K | Q2 2026 |
| United Community Bank$300M AUM | 0.38% | $1M | 8.8K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.38% | $3M | 21.7K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.38% | $488,443 | 3.7K | Q1 2026OLDER |
| Orion Investment Co$315M AUM | 0.38% | $1M | 9.2K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.38% | $18M | 135.5K | Q1 2026OLDER |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 0.38% | $1M | 9.7K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.38% | $874,165 | 6.7K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.38% | $10M | 75.4K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 0.38% | $421,321 | 3.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.38% | $8M | 57.7K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.38% | $1.1B | 8.48M | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.38% | $5M | 35.6K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.37% | $4M | 30.0K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.37% | $2M | 13.3K | Q2 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.37% | $629,809 | 4.8K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.37% | $6M | 49.2K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.37% | $1M | 9.5K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.37% | $520,124 | 4.0K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.37% | $462,571 | 3.2K | Q2 2026 |
| Thomasville National Bank$1.6B AUM | 0.36% | $6M | 43.9K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.36% | $75M | 569.2K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.36% | $331,800 | 2.5K | Q4 2025OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 0.36% | $4M | 33.4K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.35% | $1M | 8.1K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.35% | $2M | 14.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.35% | $5M | 39.4K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.35% | $5M | 36.7K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.35% | $9M | 62.3K | Q2 2026 |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 0.35% | $442,856 | 3.4K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.35% | $914,953 | 7.0K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.35% | $12M | 89.7K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.34% | $981,424 | 7.5K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.34% | $1M | 9.3K | Q4 2025OLDER |
| JBGlobal.com LLC$114M AUM | 0.34% | $393,090 | 2.7K | Q2 2026 |
| Exchange Bank$161M AUM | 0.34% | $552,131 | 3.9K | Q2 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.34% | $4M | 31.4K | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 0.34% | $13M | 99.0K | Q3 2025OLDER |
| Candriam S.C.A.$20.1B AUM | 0.34% | $69M | 518.0K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.34% | $2M | 18.7K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.34% | $9M | 69.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.34% | $23M | 176.1K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.34% | $475,473 | 3.6K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.34% | $88M | 672.1K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.34% | $617,080 | 4.7K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.34% | $27M | 207.4K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.34% | $7M | 53.8K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.33% | $1M | 11.3K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.33% | $2M | 12.1K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.33% | $5M | 35.0K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.33% | $4M | 28.4K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.33% | $1M | 10.8K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.33% | $4M | 28.7K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.33% | $2M | 17.9K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.33% | $494,601 | 3.8K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.33% | $354M | 2.70M | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.32% | $9M | 65.4K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.32% | $850,025 | 5.9K | Q2 2026 |
| E&G Advisors, LP$449M AUM | 0.32% | $1M | 11.0K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.32% | $3M | 25.0K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.32% | $10M | 78.1K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.32% | $3M | 24.4K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.31% | $1M | 10.6K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.31% | $3M | 22.6K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.31% | $4M | 30.5K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.31% | $605,444 | 4.6K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.31% | $1M | 7.9K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 0.31% | $522,784 | 3.7K | Q2 2026 |
| Hilltop Partners LLC$390M AUM | 0.31% | $1M | 9.2K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.31% | $2M | 12.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.31% | $254M | 1.94M | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.31% | $26M | 196.3K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.31% | $399,742 | 3.1K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.31% | $810,883 | 6.2K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.31% | $574,890 | 4.0K | Q2 2026 |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.31% | $1M | 9.3K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.30% | $20M | 156.1K | Q1 2026OLDER |
| Hel Ved Capital Management Ltd$844M AUM | 0.30% | $1M | 11.0K | Q3 2025OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 0.30% | $527,360 | 4.0K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.30% | $3M | 24.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.30% | $15M | 117.9K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.30% | $6M | 49.2K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 0.30% | $451,757 | 3.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.30% | $429,450 | 3.0K | Q2 2026 |
| Werlinich Asset Management, LLC$262M AUM | 0.30% | $786,037 | 5.5K | Q2 2026 |
| DMKC Advisory Services, LLC$530M AUM | 0.30% | $2M | 11.1K | Q2 2026 |
| Advisor Resource Council$309M AUM | 0.30% | $923,167 | 7.0K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.30% | $925,451 | 6.7K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.30% | $370,835 | 2.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.30% | $42M | 321.0K | Q1 2026OLDER |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM | 0.30% | $720,610 | 5.5K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 0.30% | $1M | 7.7K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.30% | $594,569 | 4.5K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.30% | $422,076 | 3.2K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.30% | $22M | 196.2K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.29% | $2M | 10.8K | Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.29% | $1M | 8.1K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.29% | $608,326 | 4.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.29% | $5M | 39.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.29% | $10M | 72.0K | Q2 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.29% | $1M | 10.3K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.29% | $776,556 | 5.9K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.29% | $2M | 18.8K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.29% | $496,496 | 3.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.29% | $602,037 | 4.6K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.29% | $2M | 12.5K | Q3 2025OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.29% | $8M | 61.9K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.29% | $507,047 | 3.9K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.29% | $2M | 12.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.29% | $161M | 1.23M | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.29% | $2M | 12.5K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.28% | $1M | 10.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.28% | $9M | 74.0K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.28% | $720,582 | 5.5K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.28% | $6M | 43.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.28% | $858,461 | 6.5K | Q4 2025OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.28% | $1M | 11.0K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.28% | $614,353 | 4.7K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.28% | $2M | 16.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.28% | $18M | 139.3K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 0.28% | $623,705 | 4.4K | Q2 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.28% | $1M | 9.6K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.28% | $3M | 22.1K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.27% | $2M | 18.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.27% | $5M | 37.5K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.27% | $343,081 | 2.6K | Q4 2025OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.27% | $954,743 | 7.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.27% | $818,064 | 6.2K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.27% | $2M | 14.1K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.27% | $312,090 | 2.4K | Q2 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.27% | $9M | 65.4K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.27% | $425,208 | 3.2K | Q4 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.27% | $1M | 9.7K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.27% | $443,411 | 3.4K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.27% | $336,852 | 2.6K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.27% | $2M | 13.8K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 0.27% | $915,437 | 7.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.27% | $5M | 38.9K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.27% | $23M | 178.1K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.26% | $327,013 | 2.3K | Q2 2026 |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.26% | $848,390 | 6.5K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.26% | $1M | 10.7K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.26% | $4M | 31.0K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.26% | $358,339 | 2.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.