SEC 13F Intelligence

EOGEOG RES INC

CUSIP 26875P101 · Yahoo Finance ↗ · Google Finance ↗

Eog Res Inc (EOG) has 1,586 institutional holders in Filings Flow’s 13F database, together reporting 507.05M shares worth $70.6B as of Q1 2026. The largest reported holders are Capital World Investors, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
1,586
Q1 2026
Reported Value
$70.6B
Ticker
EOG
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 941Q4 ’18Q1 ’19: 955Q2 ’19: 920Q2 ’19Q3 ’19: 898Q2 ’21: 881Q2 ’21Q4 ’21: 1,006Q4 ’22: 1,287Q4 ’22Q4 ’25: 1,473Q1 ’26: 1,586Q1 ’26Q2 ’26: 93filingsflow.com
Total reported value
Q4 ’18: $229.5BQ4 ’18Q1 ’19: $267.1BQ2 ’19: $262.0BQ2 ’19Q3 ’19: $212.3BQ2 ’21: $229.2BQ2 ’21Q4 ’21: $264.8BQ4 ’22: $29.6BQ4 ’22Q4 ’25: $50.4BQ1 ’26: $70.6BQ1 ’26Q2 ’26: $1.0Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Talaria Asset Management Pty Ltd$495M AUM16.82%$83M576.1KQ1 2026OLDER
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM6.34%$9M58.9KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM5.15%$135M1.20MQ3 2025OLDER
Nepsis Inc.$299M AUM4.80%$14M99.0KQ1 2026OLDER
Nexus Investment Management ULC$715M AUM4.23%$30M209.5KQ1 2026OLDER
St. James Investment Company, LLC$638M AUM4.15%$27M183.5KQ1 2026OLDER
COERENTE CAPITAL MANAGEMENT$537M AUM4.00%$22M148.7KQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM3.58%$257M1.77MQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM3.41%$12M83.4KQ1 2026OLDER
Mountain Lake Investment Management LLC$155M AUM3.30%$4M41.3KQ4 2025OLDER
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM3.17%$4M24.7KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM3.00%$26M180.0KQ1 2026OLDER
Miramar Capital, LLC$449M AUM2.65%$12M82.3KQ1 2026OLDER
RD Lewis Holdings, Inc.$115M AUM2.55%$3M21.5KQ1 2026OLDER
Kerusso Capital Management LLC$200M AUM2.51%$5M34.7KQ1 2026OLDER
Turas Capital Management LP$392M AUM2.51%$10M67.9KQ1 2026OLDER
WESTPORT ASSET MANAGEMENT INC$226M AUM2.48%$6M38.9KQ1 2026OLDER
Monte Financial Group, LLC$282M AUM2.41%$7M47.0KQ1 2026OLDER
CFC Planning Co LLC$140M AUM2.40%$3M23.2KQ1 2026OLDER
BOCHK Asset Management Ltd$483M AUM2.38%$11M79.5KQ1 2026OLDER
ADAMS NATURAL RESOURCES FUND, INC.$863M AUM2.37%$20M141.4KQ1 2026OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM2.36%$177M1.22MQ1 2026OLDER
TORRAY INVESTMENT PARTNERS LLC$682M AUM2.32%$17M152.8KQ3 2025OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM2.30%$16M110.8KQ1 2026OLDER
CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM2.23%$4M30.2KQ1 2026OLDER
Greenfield Seitz Capital Management, LLC$332M AUM2.14%$7M49.0KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM2.13%$3M29.0KQ4 2025OLDER
Stack Financial Management, Inc$1.4B AUM2.09%$28M196.6KQ1 2026OLDER
Cox Capital Mgt LLC$151M AUM2.07%$3M21.6KQ1 2026OLDER
Empire Life Investments Inc.$1.6B AUM1.99%$33M233.0KQ1 2026OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM1.98%$11M79.3KQ1 2026OLDER
Graphene Investments SAS$149M AUM1.98%$3M20.4KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM1.94%$153M1.06MQ1 2026OLDER
Telos Capital Management, Inc.$1.0B AUM1.93%$20M139.2KQ1 2026OLDER
Deane Retirement Strategies, Inc.$236M AUM1.92%$5M35.0KQ2 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM1.90%$189M1.39MQ1 2026OLDER
Insight Inv LLC$183M AUM1.86%$3M23.5KQ1 2026OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM1.85%$38M262.8KQ1 2026OLDER
Dupree Financial Group, LLC$248M AUM1.84%$5M31.6KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM1.83%$17M116.9KQ1 2026OLDER
BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM1.75%$7M45.9KQ1 2026OLDER
Evergreen Private Wealth LLC$247M AUM1.73%$4M29.7KQ1 2026OLDER
Robinson Value Management, Ltd.$180M AUM1.66%$3M20.7KQ1 2026OLDER
Tevis Investment Management$176M AUM1.60%$3M19.5KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.58%$2M11.5KQ1 2026OLDER
Eliot Finkel Investment Counsel, LLC$184M AUM1.57%$3M19.9KQ1 2026OLDER
Northside Capital Management, LLC$1.1B AUM1.52%$17M119.6KQ1 2026OLDER
UNITED BANK$781M AUM1.51%$12M81.7KQ1 2026OLDER
Truffle Hound Capital, LLC$386M AUM1.50%$6M40.0KQ1 2026OLDER
Regency Capital Management Inc.\DE$224M AUM1.47%$3M22.7KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM1.43%$2M13.8KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM1.38%$35M271.1KQ2 2026
Slagle Financial, LLC$303M AUM1.37%$4M28.7KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM1.34%$44M302.0KQ1 2026OLDER
Center for Wealth Management Advisory$139M AUM1.34%$2M12.8KQ1 2026OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM1.31%$3M30.0KQ4 2025OLDER
CONNING INC.$3.0B AUM1.31%$39M271.9KQ1 2026OLDER
RAHLFS CAPITAL, LLC$136M AUM1.30%$2M12.3KQ1 2026OLDER
Processus Wealth & Capital Management, LLC$147M AUM1.27%$2M13.0KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM1.27%$30M265.7KQ3 2025OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM1.25%$17M152.5KQ3 2025OLDER
Evercore Wealth Management, LLC$6.4B AUM1.25%$79M549.2KQ1 2026OLDER
Econ Financial Services Corp$215M AUM1.24%$2M22.1KQ3 2025OLDER
Orca Wealth Management, LLC$141M AUM1.24%$2M12.0KQ1 2026OLDER
Fulcrum Capital LLC$461M AUM1.23%$6M39.3KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM1.23%$8M58.1KQ1 2026OLDER
Compass Wealth Management LLC$405M AUM1.22%$5M34.2KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM1.22%$9M59.9KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM1.19%$6M40.1KQ1 2026OLDER
Alamar Capital Management, LLC$181M AUM1.18%$2M19.9KQ3 2025OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM1.18%$14M137.0KQ4 2025OLDER
Values First Advisors, Inc.$192M AUM1.16%$2M15.4KQ1 2026OLDER
NovaPoint Capital, LLC$399M AUM1.15%$5M31.6KQ1 2026OLDER
RBA Wealth Management, LLC$278M AUM1.13%$3M21.7KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM1.12%$6M57.3KQ3 2025OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM1.11%$2M16.7KQ1 2026OLDER
Thrive Capital Management, LLC$456M AUM1.11%$5M34.9KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM1.10%$16M147.7KQ4 2025OLDER
COOKE & BIELER LP$8.8B AUM1.09%$96M667.3KQ1 2026OLDER
Ellsworth Advisors, LLC$532M AUM1.09%$6M40.0KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM1.09%$18M127.9KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM1.08%$21M146.8KQ1 2026OLDER
McKinney Capital Management, LLC$116M AUM1.07%$1M8.6KQ1 2026OLDER
Mork Capital Management, LLC$141M AUM1.07%$2M10.4KQ1 2026OLDER
Hudson Canyon Capital Management$163M AUM1.05%$2M17.1KQ4 2025OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM1.04%$14M95.6KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM1.04%$24M167.3KQ1 2026OLDER
Capital World Investors$732.9B AUM1.02%$7.5B51.89MQ1 2026OLDER
EIGHT 31 FINANCIAL, LLC$166M AUM0.99%$2M11.4KQ1 2026OLDER
EVEXIA WEALTH LLC$364M AUM0.99%$4M26.4KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.98%$5M31.3KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.97%$4M30.7KQ1 2026OLDER
Panoramic Capital, LLC$142M AUM0.97%$2M19.3KQ3 2025OLDER
Renasant Bank$141M AUM0.96%$1M9.4KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM0.96%$151M1.05MQ1 2026OLDER
J.P. Marvel Investment Advisors, LLC$705M AUM0.96%$7M46.9KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.95%$66M457.4KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.95%$1M8.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.95%$3M25.2KQ4 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.95%$55M377.1KQ1 2026OLDER
PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM0.95%$6M43.7KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.94%$4M38.8KQ4 2025OLDER
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM0.91%$5M35.0KQ2 2026
FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM0.91%$14M96.1KQ1 2026OLDER
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM0.89%$2M11.2KQ1 2026OLDER
DEARBORN PARTNERS LLC$1.8B AUM0.89%$17M114.2KQ1 2026OLDER
Corigliano Investment Advisers, LLC$256M AUM0.89%$2M15.8KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.88%$3M29.6KQ4 2025OLDER
Machina Capital S.A.S.$508M AUM0.87%$5M43.6KQ4 2025OLDER
SIR Capital Management, L.P.$1.1B AUM0.87%$9M64.6KQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.85%$6M39.8KQ1 2026OLDER
ACT CAPITAL MANAGEMENT, LLC$127M AUM0.85%$1M10.0KQ4 2025OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.82%$3M22.6KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM0.81%$4M30.2KQ1 2026OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM0.81%$4M27.2KQ1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM0.80%$597M4.13MQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM0.78%$6M41.6KQ1 2026OLDER
Cassia Capital Partners, LLC$194M AUM0.78%$2M10.5KQ1 2026OLDER
Boit C F David$225M AUM0.75%$2M11.8KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.75%$13M90.3KQ1 2026OLDER
CEERA INVESTMENTS, LLC$228M AUM0.75%$2M11.8KQ1 2026OLDER
R Squared Ltd$182M AUM0.74%$2M15.1KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.74%$103M710.0KQ1 2026OLDER
Cravens & Co Advisors, LLC$154M AUM0.74%$1M7.9KQ1 2026OLDER
ARWA LLC$202M AUM0.73%$1M10.7KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.72%$19M132.2KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.72%$71M487.7KQ1 2026OLDER
Altman Advisors, Inc.$241M AUM0.72%$2M12.0KQ1 2026OLDER
Bedell Frazier Investment Counselling, LLC$495M AUM0.71%$4M24.4KQ1 2026OLDER
COLRAIN CAPITAL LLC$259M AUM0.71%$2M12.6KQ1 2026OLDER
MOKAN Wealth Management Inc.$226M AUM0.71%$2M11.0KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.70%$2M11.7KQ1 2026OLDER
Directional Asset Management$109M AUM0.70%$762,6465.3KQ1 2026OLDER
Altus Wealth Group LLC$244M AUM0.69%$2M11.7KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.69%$5M32.7KQ1 2026OLDER
Aspetuck Financial Management LLC$146M AUM0.69%$1M7.0KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.69%$10M98.3KQ4 2025OLDER
Sciencast Management LP$785M AUM0.68%$5M47.2KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.68%$57M395.9KQ1 2026OLDER
OAK FAMILY ADVISORS, LLC$355M AUM0.68%$2M16.6KQ1 2026OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.66%$6M42.7KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.66%$48M334.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.65%$19M128.8KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.65%$36M251.3KQ1 2026OLDER
River Street Advisors LLC$296M AUM0.65%$2M13.2KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.64%$3M20.2KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.64%$250M1.73MQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.64%$117M803.2KQ1 2026OLDER
Hamilton Point Investment Advisors, LLC$649M AUM0.63%$4M28.4KQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.63%$34M232.5KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.63%$4M26.7KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.63%$94M892.1KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.62%$371M2.64MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.62%$154M1.07MQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.61%$5M45.0KQ4 2025OLDER
Brindle & Bay Financial Advisors, LLC$163M AUM0.61%$988,7506.8KQ1 2026OLDER
FIRST AMERICAN TRUST, FSB$1.5B AUM0.61%$9M62.3KQ1 2026OLDER
Norway Savings Bank$239M AUM0.60%$1M11.1KQ2 2026
BTG Pactual Asset Management US LLC$1.2B AUM0.60%$7M48.1KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.59%$7M48.1KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.58%$3.8B26.06MQ1 2026OLDER
OSSIAM$5.7B AUM0.58%$33M229.3KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.58%$2M11.5KQ1 2026OLDER
Lindenwold Advisors, INC$212M AUM0.58%$1M10.9KQ4 2025OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.57%$10M74.8KQ1 2026OLDER
VISTA INVESTMENT MANAGEMENT$301M AUM0.57%$2M11.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.57%$3M21.3KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.56%$5M49.0KQ4 2025OLDER
PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM0.56%$7M47.3KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.56%$3M19.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.56%$10M97.8KQ4 2025OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.56%$3M19.5KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.55%$5M32.0KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.55%$1M10.5KQ4 2025OLDER
Harbor Advisors LLC$692M AUM0.54%$4M25.9KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.54%$19M134.7KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.54%$2M12.0KQ1 2026OLDER
Financial Advisors Network, Inc.$724M AUM0.53%$4M26.8KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM0.53%$3M18.5KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.52%$606,9054.2KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.52%$9M64.6KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.52%$8M56.1KQ1 2026OLDER
MQS Management LLC$148M AUM0.52%$880,9298.4KQ4 2025OLDER
Decatur Capital Management, Inc.$219M AUM0.52%$1M11.6KQ3 2025OLDER
Invariant Investment Management$171M AUM0.52%$884,0186.8KQ2 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM0.52%$2M17.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.52%$52M363.1KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.51%$6M59.2KQ4 2025OLDER
Ridgewood Investments LLC$244M AUM0.51%$1M8.7KQ1 2026OLDER
Citizens Business Bank$610M AUM0.51%$3M27.5KQ3 2025OLDER
WESBANCO BANK INC$3.6B AUM0.51%$18M126.6KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.50%$805,7705.6KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.50%$1M9.8KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM0.50%$2M12.6KQ1 2026OLDER
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM0.50%$33M315.8KQ4 2025OLDER
L2 Asset Management, LLC$1.1B AUM0.50%$5M36.1KQ1 2026OLDER
Greenline Partners, LLC$930M AUM0.49%$5M31.6KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.49%$2M20.7KQ4 2025OLDER
Argyle Capital Partners, LLC$139M AUM0.49%$679,5934.7KQ1 2026OLDER
Marion Wealth Management$451M AUM0.49%$2M15.3KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.48%$29M199.0KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.48%$1M10.5KQ4 2025OLDER
AXA S.A.$256M AUM0.48%$1M8.5KQ1 2026OLDER
Teewinot Capital Advisers, L.L.C.$1.3B AUM0.48%$6M41.6KQ1 2026OLDER
AFFINITY WEALTH MANAGEMENT LLC$661M AUM0.48%$3M29.2KQ3 2025OLDER
SOUTH PLAINS FINANCIAL, INC.$172M AUM0.48%$819,1225.7KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.47%$9M65.3KQ1 2026OLDER
B & T Capital Management DBA Alpha Capital Management$690M AUM0.47%$3M22.4KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.47%$38M251.7KQ1 2026OLDER
Friedenthal Financial$199M AUM0.47%$931,4656.4KQ1 2026OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.47%$23M161.8KQ1 2026OLDER
SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM0.46%$4M28.5KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.46%$3M17.6KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.46%$7M47.1KQ1 2026OLDER
Legacy Trust$522M AUM0.46%$2M16.5KQ1 2026OLDER
Ipsen Advisor Group LLC$143M AUM0.46%$652,3664.5KQ1 2026OLDER
Energy Income Partners, LLC$6.2B AUM0.46%$28M195.9KQ1 2026OLDER
Iowa State Bank$543M AUM0.45%$2M22.7KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.45%$54M372.9KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.45%$3M24.0KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.44%$8M54.9KQ1 2026OLDER
Wealth Advisory Solutions, LLC$449M AUM0.44%$2M17.9KQ4 2025OLDER
DOLIVER ADVISORS, LP$440M AUM0.44%$2M13.3KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.44%$1M7.9KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.43%$524,3694.0KQ2 2026
Audent Global Asset Management, LLC$100M AUM0.43%$433,7103.0KQ1 2026OLDER
DMC Group, LLC$148M AUM0.43%$637,8434.4KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.42%$2M15.8KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.42%$5M35.1KQ1 2026OLDER
Expressive Wealth LLC$105M AUM0.42%$438,8203.3KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.42%$27M186.4KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.41%$13M91.9KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.41%$3M19.8KQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.41%$68M471.4KQ1 2026OLDER
Kiker Wealth Management, LLC$209M AUM0.41%$851,5635.9KQ1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM0.41%$11M78.2KQ1 2026OLDER
Oder Investment Management, LLC$130M AUM0.40%$562,8425.0KQ3 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.40%$393M2.72MQ1 2026OLDER
Vann Equity Management LLC$140M AUM0.40%$560,0153.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.40%$8M79.1KQ4 2025OLDER
Ledyard National Bank$1.2B AUM0.40%$5M31.8KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.39%$40M274.1KQ1 2026OLDER
Trust Investment Advisors$171M AUM0.39%$738,7457.0KQ4 2025OLDER
Heritage Family Offices, LLP$225M AUM0.39%$841,5607.5KQ3 2025OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.39%$5M35.8KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.39%$6M58.2KQ4 2025OLDER
SOMERVILLE KURT F$379M AUM0.39%$1M10.2KQ1 2026OLDER
Sprinkle Financial Consultants LLC$255M AUM0.39%$990,3597.6KQ2 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.39%$15M145.5KQ4 2025OLDER
BankChampaign, National Association$101M AUM0.39%$393,6823.7KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.39%$13M86.5KQ1 2026OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.39%$1M8.6KQ2 2026
Salvus Wealth Management, LLC$172M AUM0.38%$660,5404.6KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM0.38%$420,0404.0KQ4 2025OLDER
Sava Infond d.o.o.$705M AUM0.38%$3M18.7KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM0.38%$1M8.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.38%$5M32.1KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.38%$53M500.8KQ4 2025OLDER
Asset One Wealth Management LLC$904M AUM0.38%$3M25.7KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.37%$2M10.9KQ1 2026OLDER
TOWER TRUST & INVESTMENT Co$165M AUM0.37%$593,6835.7KQ4 2025OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.37%$17M114.1KQ1 2026OLDER
Global Financial Private Client, LLC$306M AUM0.37%$1M7.8KQ1 2026OLDER
Smart Money Group LLC$344M AUM0.37%$1M8.8KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.37%$96M663.0KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM0.37%$609,7964.2KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.37%$6M38.7KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM0.36%$2M20.5KQ3 2025OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.36%$10M69.4KQ1 2026OLDER
CAPE ANN SAVINGS BANK$199M AUM0.36%$718,3685.0KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.36%$3M19.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.36%$2.4B16.28MQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.36%$1M8.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.36%$498M3.45MQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.36%$1.5B10.56MQ1 2026OLDER
Cadence Bank$1.7B AUM0.35%$6M57.6KQ4 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.35%$21M146.3KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.35%$3M17.8KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.35%$6M42.1KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.35%$116M789.7KQ1 2026OLDER
Hilltop Partners LLC$390M AUM0.35%$1M9.4KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.35%$506,7183.5KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.35%$820,4355.7KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.34%$383,2552.7KQ1 2026OLDER
TritonPoint Partners, LLC$272M AUM0.34%$921,0496.4KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM0.34%$4M30.8KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.34%$471,8763.3KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM0.34%$420,3432.9KQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.33%$769,8035.3KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.33%$2M13.6KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.33%$5M35.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.33%$66M457.7KQ1 2026OLDER
American Trust$1.1B AUM0.33%$4M25.7KQ1 2026OLDER
W.H. Cornerstone Investments Inc.$160M AUM0.33%$523,1043.6KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.33%$5M45.0KQ3 2025OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.33%$113M783.1KQ1 2026OLDER
Family Manage LLC$834M AUM0.32%$3M18.7KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.32%$2M14.5KQ1 2026OLDER
Cadence Wealth Management LLC$240M AUM0.32%$774,6065.4KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.32%$664,4444.6KQ1 2026OLDER
Milestones Private Investment Advisors LLC$114M AUM0.32%$365,0392.5KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.32%$1M9.3KQ1 2026OLDER
Plan Group Financial, LLC$426M AUM0.32%$1M9.4KQ1 2026OLDER
FIRST MERCHANTS CORP$2.6B AUM0.32%$8M58.0KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.32%$2M10.7KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.32%$556,1613.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.31%$25M170.8KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.31%$4M37.6KQ4 2025OLDER
City Center Advisors, LLC$123M AUM0.31%$338,5832.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.31%$308M2.93MQ4 2025OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.31%$20M154.4KQ2 2026
Capital International, Inc./CA/$13.0B AUM0.31%$40M279.6KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.31%$5M36.7KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.31%$194M1.34MQ1 2026OLDER
Aspen Wealth Strategies, LLC$187M AUM0.31%$578,2804.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.31%$4.8B31.84MQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.31%$351,5942.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.30%$62M426.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.30%$1M9.6KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.30%$9M63.8KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.30%$373,5692.6KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.30%$4M26.7KQ1 2026OLDER
NORTH DALLAS BANK & TRUST CO$148M AUM0.30%$440,9393.0KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.30%$2M17.3KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.30%$742,8005.1KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.29%$494,2823.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.29%$77M533.2KQ1 2026OLDER
RKL Wealth Management LLC$1.1B AUM0.29%$3M22.2KQ1 2026OLDER
Bannerstone Capital Management, LLC$104M AUM0.29%$300,2862.9KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.29%$808,5777.7KQ4 2025OLDER
Plato Investment Management Ltd$1.5B AUM0.29%$4M29.4KQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.29%$2M22.2KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.28%$9M59.9KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.28%$3M18.6KQ1 2026OLDER
MainStreet Investment Advisors LLC$665M AUM0.28%$2M13.0KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.28%$1M9.9KQ1 2026OLDER
Arnhold LLC$1.4B AUM0.28%$4M26.5KQ1 2026OLDER
Cove Private Wealth, LLC$440M AUM0.28%$1M8.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.28%$1.1B7.82MQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.28%$914,0086.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.28%$791,7917.1KQ3 2025OLDER
Piedmont Capital Management, LLC/NC$150M AUM0.28%$412,8922.9KQ1 2026OLDER
Evansbrook LLC$150M AUM0.28%$412,4582.9KQ2 2026
Portfolio Design Labs, LLC$562M AUM0.27%$2M10.7KQ1 2026OLDER
Parkside Investments, LLC$823M AUM0.27%$2M20.8KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.27%$43M297.1KQ2 2026
3Chopt Investment Partners, LLC$437M AUM0.27%$1M8.2KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.27%$3M26.4KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.27%$969,8729.2KQ4 2025OLDER
Prudent Man Advisors, LLC$334M AUM0.27%$726,4256.5KQ3 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.27%$6M41.1KQ1 2026OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.27%$608,6784.2KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.27%$390,1942.7KQ1 2026OLDER
FORTERIS WEALTH MANAGEMENT INC.$104M AUM0.26%$276,8521.9KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.26%$4M25.1KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.26%$308,6572.1KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.26%$8M80.2KQ4 2025OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.26%$42M371.2KQ3 2025OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.26%$737,0317.0KQ3 2025OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.26%$517,7053.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.26%$75M522.2KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.26%$715,6225.0KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.26%$3M18.3KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.26%$2M13.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.25%$242M1.67MQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.25%$3M17.8KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.25%$15M101.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.25%$770,0816.0KQ1 2026OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.25%$4M27.8KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.25%$442,0924.2KQ4 2025OLDER
PRECEDENT WEALTH PARTNERS, LLC$500M AUM0.25%$1M8.5KQ1 2026OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.25%$3M20.2KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.24%$4M29.3KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.24%$2M13.8KQ3 2025OLDER
Shepherd Financial Partners LLC$1.1B AUM0.24%$3M17.6KQ1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.24%$5M51.7KQ4 2025OLDER
CHELSEA COUNSEL CO$225M AUM0.24%$537,0783.7KQ2 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.24%$462,6243.2KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.24%$32M286.3KQ3 2025OLDER
Park Place Capital Corp$499M AUM0.24%$1M8.2KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.24%$2M14.6KQ4 2025OLDER
Brown Financial Advisors$264M AUM0.24%$626,2774.3KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.23%$17M130.9KQ2 2026
Manatuck Hill Partners, LLC$370M AUM0.23%$867,4206.0KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.23%$770,1245.3KQ1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.23%$778,1247.4KQ4 2025OLDER
Horizon Advisory Services, Inc.$195M AUM0.23%$455,6853.2KQ1 2026OLDER
Field & Main Bank$344M AUM0.23%$799,1835.5KQ1 2026OLDER
Stone Wealth Partners$111M AUM0.23%$260,4252.5KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.23%$686M4.73MQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.23%$281,3601.9KQ1 2026OLDER
RHS Financial, LLC$211M AUM0.23%$480,8403.3KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.22%$1M7.5KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.22%$395,9402.7KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.22%$870,2956.0KQ1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM0.22%$2M12.1KQ1 2026OLDER
ROGCO, LP$300M AUM0.22%$670,2796.4KQ4 2025OLDER
Callahan Advisors, LLC$1.2B AUM0.22%$3M18.3KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.22%$2M16.0KQ1 2026OLDER
BHK Investment Advisors, LLC$299M AUM0.22%$653,9324.5KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.22%$9M63.4KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.22%$14M99.0KQ1 2026OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.22%$279,4541.9KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.21%$366,4353.5KQ4 2025OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.21%$954,8856.6KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.21%$488,2003.4KQ1 2026OLDER
National Pension Service$131.7B AUM0.21%$281M1.95MQ1 2026OLDER
Havemeyer Place LP$867M AUM0.21%$1M10.3KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.21%$114M791.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.21%$259M1.73MQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.21%$49M339.5KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.21%$1M9.1KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.21%$6M57.9KQ3 2025OLDER
Consolidated Investment Group LLC$922M AUM0.21%$2M16.6KQ4 2025OLDER
Formidable Asset Management, LLC$648M AUM0.21%$1M12.8KQ1 2026OLDER
111 Capital$406M AUM0.21%$948,0309.0KQ4 2025OLDER
FIRST UNITED BANK & TRUST$308M AUM0.21%$635,8194.4KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.21%$4M27.0KQ1 2026OLDER
Notis-McConarty Edward$201M AUM0.20%$412,0242.9KQ1 2026OLDER
JBR Co Financial Management Inc$274M AUM0.20%$561,0824.3KQ2 2026
Keebeck Wealth Management$889M AUM0.20%$2M15.4KQ3 2025OLDER
AIA Group Ltd$6.9B AUM0.20%$14M97.1KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.20%$4M30.6KQ1 2026OLDER
SEARLE & CO.$398M AUM0.20%$809,5925.6KQ1 2026OLDER
Granite Harbor Advisors, Inc.$229M AUM0.20%$465,8053.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.20%$12M84.9KQ1 2026OLDER
EJMK Ventures LLC$179M AUM0.20%$361,7142.5KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.20%$1M10.2KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.20%$2M13.1KQ1 2026OLDER
BOURNE LENT ASSET MANAGEMENT INC$272M AUM0.20%$542,2823.8KQ1 2026OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.20%$15M116.5KQ2 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.20%$80M554.7KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.20%$681,0406.1KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.20%$113M780.7KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.20%$76M524.1KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.20%$6M52.3KQ3 2025OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.19%$556,8843.9KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.19%$1M9.2KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.19%$2M12.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.19%$252M1.74MQ1 2026OLDER
Terra Nova Asset Management LLC$135M AUM0.19%$258,7811.8KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.19%$8M52.6KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.19%$8M71.1KQ3 2025OLDER
Weaver Capital Management LLC$461M AUM0.19%$881,3767.9KQ3 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.19%$861,6676.6KQ2 2026
Marble Wealth, LLC$571M AUM0.19%$1M7.3KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.19%$31M211.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.19%$77M531.2KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.19%$752,1985.2KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.18%$487,2663.8KQ2 2026
Pekin Hardy Strauss, Inc.$957M AUM0.18%$2M12.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.18%$570M5.43MQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.18%$35M244.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.18%$16M147.9KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.18%$23M222.8KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.18%$27M186.5KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.18%$231M1.60MQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.18%$1M7.9KQ1 2026OLDER
Riverstone Advisors, LLC$203M AUM0.18%$369,4353.3KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.18%$111M770.0KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.18%$22M152.2KQ1 2026OLDER
Sun Financial Inc$200M AUM0.18%$360,8952.7KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.18%$5M34.8KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.18%$3M21.4KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.18%$8M52.1KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.18%$57M396.2KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.18%$534,9093.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.18%$45M314.0KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.18%$11M75.9KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.18%$860,4788.2KQ4 2025OLDER
Crestmont Private Wealth LLC$317M AUM0.18%$559,2783.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.18%$848M5.87MQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.18%$234,0921.8KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.18%$202,7741.9KQ4 2025OLDER
CHATHAM CAPITAL GROUP, INC.$689M AUM0.17%$1M10.8KQ3 2025OLDER
Synergy Financial Group, LTD$133M AUM0.17%$232,0351.6KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.17%$463,9253.2KQ1 2026OLDER
Clearview Wealth Advisors LLC$158M AUM0.17%$274,8112.6KQ4 2025OLDER
Fielder Capital Group LLC$459M AUM0.17%$798,1605.5KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.17%$2M11.9KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.17%$1M8.8KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.17%$937,8266.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.17%$7M51.2KQ1 2026OLDER
Stonebridge Financial Group, LLC / MO$119M AUM0.17%$203,0081.4KQ1 2026OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.17%$4M24.5KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.17%$465,6603.2KQ1 2026OLDER
Storgate, LLC$127M AUM0.17%$217,2891.5KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.17%$6M44.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.17%$4.9B33.92MQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.17%$599,0984.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.17%$92M639.7KQ1 2026OLDER
Ackerman Capital Advisors, LLC$488M AUM0.17%$816,6765.6KQ1 2026OLDER
Blake Schutter Theil Wealth Advisors, LLC$123M AUM0.17%$205,1451.4KQ1 2026OLDER
StrongBox Wealth, LLC$313M AUM0.17%$522,4763.6KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.17%$5M31.8KQ1 2026OLDER
Freedom Day Solutions, LLC$373M AUM0.17%$617,4364.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.17%$9M60.4KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.17%$6M40.1KQ1 2026OLDER
LEGACY SOLUTIONS, LLC$124M AUM0.16%$203,7621.6KQ2 2026
NOVEM GROUP$873M AUM0.16%$1M9.9KQ1 2026OLDER

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