EVRGEVERGY INC
CUSIP 30034W106 · Yahoo Finance ↗ · Google Finance ↗
Evergy Inc (EVRG) has 904 institutional holders in Filings Flow’s 13F database, together reporting 212.83M shares worth $16.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.
Institutional Holders
904
Q1 2026
Reported Value
$16.7B
Ticker
EVRG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bluescape Energy Partners LLC$322M AUM | 67.58% | $218M | 2.66M | Q1 2026OLDER |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 2.57% | $35M | 426.9K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 2.38% | $184M | 2.24M | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.29% | $50M | 695.3K | Q4 2025OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 2.22% | $39M | 480.9K | Q1 2026OLDER |
| Verbena Value LP$611M AUM | 2.00% | $12M | 149.3K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.94% | $4M | 46.2K | Q2 2026 |
| ADVOCATE GROUP LLC$639M AUM | 1.81% | $12M | 141.4K | Q1 2026OLDER |
| Diameter Capital Partners LP$1.1B AUM | 1.72% | $19M | 260.0K | Q4 2025OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 1.69% | $114M | 1.39M | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 1.64% | $2M | 29.9K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.63% | $101M | 1.24M | Q1 2026OLDER |
| Teilinger Capital Ltd.$1.3B AUM | 1.62% | $31M | 430.0K | Q4 2025OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 1.55% | $81M | 983.4K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 1.49% | $6M | 75.7K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.48% | $31M | 382.5K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.41% | $136M | 1.66M | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 1.26% | $13M | 178.6K | Q4 2025OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 1.21% | $17M | 223.9K | Q3 2025OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 1.08% | $104M | 1.27M | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 1.04% | $2M | 18.8K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.01% | $4M | 43.8K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.97% | $3M | 32.6K | Q1 2026OLDER |
| DC Investments Management, LLC$261M AUM | 0.87% | $2M | 27.9K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.86% | $11M | 137.4K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.84% | $8M | 100.0K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 0.84% | $1M | 18.3K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.83% | $4M | 43.8K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.80% | $79M | 967.3K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 0.76% | $1M | 12.6K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.74% | $3M | 35.8K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.72% | $13M | 159.3K | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 0.71% | $10M | 119.8K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 0.69% | $1M | 12.6K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.69% | $97M | 1.19M | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.63% | $8M | 105.8K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.63% | $79M | 959.4K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.61% | $961,205 | 11.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.61% | $5M | 58.2K | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.61% | $12M | 150.8K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.61% | $8M | 93.9K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 0.58% | $15M | 185.0K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.58% | $2M | 28.7K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.58% | $85M | 1.04M | Q1 2026OLDER |
| Hartree Partners, LP$467M AUM | 0.58% | $2M | 22.0K | Q3 2025OLDER |
| JMN Financial LLC$102M AUM | 0.56% | $568,856 | 6.9K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.55% | $15M | 210.1K | Q4 2025OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.55% | $32M | 390.4K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 0.52% | $1M | 14.1K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.51% | $11M | 129.5K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.51% | $748,793 | 9.1K | Q2 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.50% | $15M | 184.3K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.49% | $304M | 3.71M | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.43% | $61M | 741.0K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.42% | $3M | 44.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.42% | $793,887 | 9.7K | Q2 2026 |
| nVerses Capital, LLC$110M AUM | 0.41% | $452,034 | 5.5K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.41% | $13M | 160.5K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.40% | $1M | 16.5K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.40% | $2M | 29.0K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.40% | $2M | 28.6K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.39% | $4M | 54.8K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.38% | $778,760 | 10.7K | Q4 2025OLDER |
| Storgate, LLC$127M AUM | 0.38% | $481,116 | 5.9K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.37% | $1M | 13.1K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.37% | $10M | 148.9K | Q3 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.37% | $150M | 1.83M | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.36% | $17M | 210.6K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.36% | $1M | 12.5K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.36% | $24M | 293.0K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.35% | $585,482 | 7.1K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.35% | $4M | 43.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.34% | $7M | 89.8K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.34% | $4M | 48.5K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.32% | $698,368 | 8.5K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.32% | $12M | 148.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.32% | $545,850 | 7.5K | Q4 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.32% | $5M | 67.6K | Q4 2025OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.32% | $17M | 210.2K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.32% | $586,686 | 7.2K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.31% | $9M | 114.1K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.30% | $317,276 | 3.9K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.30% | $499,548 | 6.1K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.29% | $3M | 38.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.29% | $1M | 17.8K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.29% | $1M | 14.7K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.28% | $813,775 | 12.8K | Q3 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.28% | $2M | 21.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.27% | $2M | 29.4K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.27% | $654,305 | 8.0K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.27% | $23M | 285.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.27% | $811,059 | 11.8K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.26% | $10M | 137.5K | Q4 2025OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.26% | $2M | 25.6K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.26% | $3M | 38.5K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.25% | $19M | 235.3K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.25% | $5M | 62.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.24% | $3M | 33.7K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.24% | $2M | 29.3K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.24% | $3M | 35.8K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.24% | $271,151 | 3.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.23% | $2M | 24.7K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.23% | $23M | 285.4K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.23% | $88M | 1.07M | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.22% | $462,196 | 6.4K | Q4 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.21% | $2M | 24.5K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.21% | $284,099 | 3.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.21% | $156M | 1.91M | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.21% | $312,033 | 3.8K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.21% | $1M | 15.3K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.20% | $389,202 | 4.8K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.20% | $376,703 | 4.6K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.20% | $1M | 12.5K | Q2 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.20% | $210,696 | 2.6K | Q1 2026OLDER |
| Providence Financial Advisors, LLC$175M AUM | 0.20% | $354,087 | 4.3K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.20% | $1M | 15.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.20% | $30M | 371.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.20% | $39M | 470.9K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.19% | $475,607 | 6.6K | Q4 2025OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.19% | $606,618 | 7.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.19% | $17M | 203.3K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.19% | $450,560 | 5.5K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.18% | $1M | 12.1K | Q2 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.18% | $59M | 718.7K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.18% | $14M | 172.1K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.18% | $1M | 16.9K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.18% | $1M | 15.9K | Q4 2025OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.18% | $10M | 125.6K | Q3 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.17% | $1M | 16.7K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.17% | $317,071 | 4.4K | Q4 2025OLDER |
| Sagewood Asset Management LP$319M AUM | 0.17% | $547,717 | 6.7K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.17% | $2M | 21.5K | Q4 2025OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.17% | $209,306 | 2.6K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.16% | $365,305 | 4.5K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.16% | $712,212 | 8.7K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.16% | $1M | 13.5K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.16% | $346,686 | 4.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.16% | $4M | 47.2K | Q2 2026 |
| Alpha Family Trust$206M AUM | 0.16% | $325,222 | 4.0K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.16% | $397,855 | 4.9K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.15% | $528,794 | 6.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.15% | $132M | 1.83M | Q4 2025OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.15% | $402,391 | 4.9K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.15% | $271,765 | 3.7K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $500,398 | 6.9K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.14% | $1M | 16.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.14% | $18M | 218.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.14% | $840,268 | 10.3K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.14% | $250,675 | 3.1K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.13% | $436,552 | 5.3K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.13% | $28M | 341.5K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.13% | $294,672 | 4.1K | Q4 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.13% | $556,071 | 7.7K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.13% | $12M | 151.6K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.13% | $252,477 | 3.1K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.12% | $1M | 12.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.12% | $510M | 6.22M | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.12% | $2M | 21.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.12% | $5M | 59.8K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 0.12% | $778,404 | 9.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.12% | $230M | 2.81M | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.12% | $5M | 60.3K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.12% | $690,995 | 8.4K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.12% | $1M | 13.3K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.12% | $463,092 | 5.4K | Q2 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.11% | $15M | 185.6K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.11% | $475,955 | 5.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.11% | $4M | 53.2K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.11% | $2M | 20.5K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.10% | $2M | 26.5K | Q4 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.10% | $9M | 110.0K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 0.10% | $240,323 | 3.2K | Q3 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.10% | $4M | 53.9K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.10% | $543,670 | 6.3K | Q2 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.10% | $3M | 33.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.10% | $342,784 | 4.2K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.10% | $342,784 | 4.2K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.10% | $3M | 38.2K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.10% | $245,760 | 3.0K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.10% | $280,916 | 3.4K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.10% | $297,974 | 3.6K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.10% | $495,690 | 6.8K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.09% | $608M | 7.42M | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.09% | $3M | 33.9K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.09% | $59M | 724.4K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.09% | $3M | 40.4K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.09% | $497,009 | 6.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.09% | $16M | 201.2K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.09% | $233,420 | 2.8K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.09% | $207,775 | 2.5K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.09% | $580,649 | 7.1K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.09% | $374,375 | 4.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.09% | $120M | 1.47M | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.09% | $909,571 | 11.1K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.08% | $4M | 45.0K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.08% | $224,625 | 2.7K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.08% | $14M | 170.7K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.08% | $424,333 | 5.2K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.08% | $5M | 60.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.08% | $7M | 81.0K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.08% | $218,864 | 3.0K | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.08% | $12M | 161.7K | Q4 2025OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.08% | $290,488 | 3.5K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.08% | $502,273 | 3.0K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.08% | $118M | 1.44M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.08% | $45M | 549.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $581,468 | 7.1K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.07% | $437,371 | 5.3K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.07% | $1M | 13.7K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.07% | $2M | 28.4K | Q2 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.07% | $639,468 | 7.8K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.07% | $5M | 65.9K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.07% | $122,137 | 1.4K | Q2 2026 |
| Alteri Wealth LLC$309M AUM | 0.07% | $207,228 | 2.5K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.07% | $615,277 | 7.5K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.07% | $621,152 | 7.6K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.07% | $8M | 113.6K | Q4 2025OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.07% | $278,962 | 3.4K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.07% | $630,951 | 7.7K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.07% | $430,795 | 5.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.07% | $42M | 507.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $400,671 | 4.9K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.06% | $772,253 | 8.9K | Q2 2026 |
| F/m Investments LLC$1.5B AUM | 0.06% | $2M | 23.0K | Q4 2025OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.06% | $239,206 | 2.9K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.06% | $218,322 | 2.5K | Q2 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.06% | $2M | 19.2K | Q2 2026 |
| 111 Capital$406M AUM | 0.06% | $250,593 | 3.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.06% | $443,201 | 5.4K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.06% | $1M | 17.8K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.06% | $1M | 15.3K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.06% | $220,662 | 2.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $23M | 280.0K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.06% | $2M | 23.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 21.6K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.06% | $17M | 206.9K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.06% | $318,919 | 3.9K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.06% | $799,539 | 9.8K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.06% | $3M | 41.7K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.06% | $2M | 24.1K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.06% | $13M | 154.5K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.06% | $81M | 992.5K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.06% | $6M | 73.1K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.06% | $205M | 2.50M | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.06% | $277,602 | 3.4K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.05% | $1M | 17.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $6M | 76.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.05% | $159M | 1.90M | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.05% | $336,773 | 4.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.05% | $1.0B | 12.27M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.05% | $18M | 222.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $408,207 | 5.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.05% | $39M | 480.7K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.05% | $725,396 | 8.9K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.05% | $121,130 | 1.7K | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.05% | $838,489 | 10.2K | Q2 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $181,764 | 2.4K | Q3 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.05% | $1M | 12.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.05% | $48M | 579.9K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.05% | $2M | 22.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $668,613 | 8.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 26.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.05% | $2M | 24.1K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.05% | $239,886 | 2.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.05% | $29M | 402.4K | Q4 2025OLDER |
| Friedenthal Financial$199M AUM | 0.05% | $97,895 | 1.2K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.05% | $270,754 | 3.6K | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.05% | $18M | 222.2K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.05% | $2M | 24.0K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.05% | $481,878 | 6.6K | Q4 2025OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.05% | $229,376 | 2.8K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.05% | $14M | 168.2K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.05% | $45M | 549.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 19.1K | Q2 2026 |
| STATE STREET CORP$2.90T AUM | 0.05% | $1.3B | 16.46M | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.05% | $33M | 399.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 34.4K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.05% | $309,002 | 3.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $52M | 638.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $645,730 | 8.5K | Q3 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.04% | $204,636 | 2.5K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $832,393 | 10.2K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.04% | $4M | 54.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $816M | 9.96M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $474,144 | 5.8K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.04% | $229,376 | 2.8K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.04% | $260,216 | 3.4K | Q3 2025OLDER |
| Quarry LP$558M AUM | 0.04% | $228,803 | 2.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.04% | $223M | 2.72M | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.04% | $755,384 | 9.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.04% | $1M | 16.4K | Q4 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.04% | $253,706 | 3.1K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.04% | $320,717 | 3.9K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.04% | $324,096 | 4.0K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.04% | $1M | 13.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.04% | $2M | 20.2K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.04% | $102,400 | 1.3K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.04% | $211,436 | 2.9K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $651,618 | 9.0K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $503,808 | 6.2K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.04% | $3M | 39.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $601,919 | 7.3K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.04% | $339,253 | 4.7K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $34M | 411.1K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.04% | $5M | 64.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $856,965 | 10.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.04% | $25M | 302.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.04% | $2.1B | 25.48M | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.04% | $331,039 | 4.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $478,658 | 5.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $772,795 | 10.7K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 23.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 18.7K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.04% | $63,243 | 772 | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.04% | $122,962 | 1.5K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.03% | $4M | 51.2K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.03% | $208,371 | 2.7K | Q3 2025OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.03% | $217,579 | 2.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $547,435 | 6.7K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $346,522 | 4.2K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.03% | $135,022 | 1.6K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.03% | $1M | 13.3K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.03% | $20M | 244.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $382,107 | 4.4K | Q2 2026 |
| INTRUST BANK NA$1.2B AUM | 0.03% | $420,167 | 5.1K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.03% | $55,593 | 767 | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.03% | $18M | 220.7K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.03% | $672,809 | 8.2K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.03% | $496,189 | 6.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $421,560 | 5.1K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.03% | $521,830 | 6.4K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.03% | $51,992 | 632 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.03% | $101M | 1.24M | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.03% | $454,413 | 5.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.03% | $533M | 6.53M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $876,226 | 10.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $72M | 885.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.03% | $450,397 | 5.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $112,360 | 1.6K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $675,802 | 8.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $7M | 88.1K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $214,546 | 2.6K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.03% | $238,552 | 2.9K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.03% | $6M | 79.3K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.03% | $663,503 | 8.7K | Q3 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.03% | $55M | 675.7K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.03% | $78,316 | 956 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.03% | $2.2B | 30.21M | Q4 2025OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $806,133 | 9.3K | Q2 2026 |
| Utah Retirement Systems$9.8B AUM | 0.03% | $3M | 37.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.03% | $135M | 1.65M | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.03% | $6M | 65.6K | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.03% | $23M | 276.9K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.03% | $91,750 | 1.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.03% | $35M | 429.9K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.03% | $50,042 | 579 | Q2 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.03% | $90,112 | 1.1K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.03% | $12M | 150.7K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.03% | $734,310 | 9.0K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.03% | $640,041 | 7.8K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.03% | $135,824 | 1.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.03% | $5M | 62.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 27.5K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.03% | $86,430 | 1.0K | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 14.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.03% | $1.2B | 14.54M | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.03% | $147,456 | 1.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.03% | $13M | 162.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $401,408 | 4.9K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.03% | $36,291 | 443 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 36.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.03% | $219M | 2.67M | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $364,462 | 4.4K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.03% | $5M | 66.4K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $2M | 26.4K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.03% | $42M | 517.1K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.03% | $252,023 | 3.1K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.03% | $3M | 41.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 15.9K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.03% | $4M | 45.6K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.03% | $43M | 528.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 14.1K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.03% | $97,674 | 1.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.03% | $183M | 2.23M | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.03% | $40,305 | 492 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.03% | $33M | 397.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 19.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $988,826 | 12.1K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.03% | $34,485 | 399 | Q2 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.03% | $52M | 637.3K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.03% | $79,872 | 975 | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.03% | $44M | 538.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $370,180 | 4.3K | Q2 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.03% | $7M | 85.4K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.03% | $9M | 111.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.03% | $105M | 1.29M | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.03% | $1M | 13.9K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $55,460 | 677 | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.03% | $9M | 113.5K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.03% | $37,165 | 430 | Q2 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 22.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 28.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.03% | $39,977 | 488 | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $586,874 | 7.7K | Q3 2025OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.03% | $2M | 22.4K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.03% | $19M | 237.1K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $11M | 138.0K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.03% | $717,128 | 8.8K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.03% | $8M | 113.9K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.03% | $4M | 59.4K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.03% | $4M | 43.9K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.03% | $305,890 | 3.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $27M | 332.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $31M | 377.5K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.02% | $8M | 97.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $93M | 1.13M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $153M | 1.87M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $80M | 979.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $3M | 35.2K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.02% | $212,992 | 2.6K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $4M | 55.8K | Q4 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $417,730 | 5.5K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $420,741 | 5.1K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.02% | $551,240 | 6.7K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.02% | $685,165 | 8.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.02% | $22M | 274.2K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $643,400 | 7.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.02% | $109,507 | 1.3K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $112M | 1.37M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $203M | 2.47M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $497,895 | 6.1K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $210,289 | 2.6K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.02% | $7M | 83.0K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.02% | $63,652 | 777 | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $332,324 | 4.1K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 17.7K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $330,079 | 4.3K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 53.8K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.02% | $1M | 13.2K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.02% | $6M | 73.8K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.02% | $3M | 32.1K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.02% | $6M | 70.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 25.3K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.02% | $41M | 501.0K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $25,395 | 310 | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $384,887 | 4.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 16.7K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $44M | 550.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $695,424 | 8.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $16M | 200.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $43M | 529.4K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.02% | $222,577 | 2.7K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.02% | $3M | 31.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $31M | 375.6K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.02% | $313,229 | 4.3K | Q4 2025OLDER |
| Mechanics Financial Corp$239M AUM | 0.02% | $49,562 | 605 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $1M | 18.1K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.02% | $2M | 22.8K | Q4 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.02% | $251,823 | 3.1K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $508,314 | 6.2K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.02% | $398,950 | 4.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.02% | $169,903 | 2.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 21.4K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.02% | $2M | 28.2K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.02% | $287,375 | 3.5K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $6M | 72.6K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.02% | $270,631 | 3.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $215,688 | 2.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 252.5K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.02% | $28,836 | 352 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 64.7K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $916,439 | 11.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $16M | 192.6K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $310,395 | 3.8K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.02% | $220,856 | 2.7K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.02% | $10M | 119.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 12.4K | Q2 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 0.02% | $245,760 | 3.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.02% | $87M | 1.06M | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $10M | 125.8K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.02% | $775,836 | 9.4K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.02% | $571,728 | 7.9K | Q4 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $258,312 | 3.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $912,016 | 11.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $113,570 | 1.4K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $535,952 | 6.5K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.02% | $66,191 | 808 | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.02% | $37,765 | 461 | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $780,944 | 9.5K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $6M | 74.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $57,016 | 696 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $17M | 218.2K | Q3 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $958,464 | 11.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $281M | 3.87M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $5M | 65.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $471,777 | 5.8K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $6M | 78.8K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.02% | $305,971 | 3.7K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $733,348 | 9.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $9M | 108.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.