EXMOCEXXON MOBIL CORP
CUSIP 30231G102 · Yahoo Finance ↗ · Google Finance ↗
Exxon Mobil Corp (EXMOC) has 4,691 institutional holders in Filings Flow’s 13F database, together reporting 2735.43M shares worth $444.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
4,691
Q1 2026
Reported Value
$444.6B
Ticker
EXMOC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DOLIVER ADVISORS, LP$440M AUM | 40.61% | $179M | 1.05M | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 31.39% | $40M | 233.6K | Q1 2026OLDER |
| Lloyd Harbor Capital Management, LLC$245M AUM | 26.84% | $66M | 387.0K | Q1 2026OLDER |
| ADAMS NATURAL RESOURCES FUND, INC.$863M AUM | 26.25% | $226M | 1.33M | Q1 2026OLDER |
| BancFirst Trust & Investment Management$226M AUM | 24.94% | $56M | 329.2K | Q1 2026OLDER |
| Diversified Investment Strategies, LLC$157M AUM | 21.69% | $34M | 200.2K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 19.04% | $49M | 291.5K | Q1 2026OLDER |
| Clean Energy Transition LLP$1.5B AUM | 16.56% | $226M | 2.00M | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 14.47% | $229M | 1.35M | Q1 2026OLDER |
| Solus Alternative Asset Management LP$372M AUM | 9.37% | $35M | 205.3K | Q1 2026OLDER |
| ACT CAPITAL MANAGEMENT, LLC$127M AUM | 9.33% | $12M | 70.0K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 9.06% | $11M | 65.1K | Q1 2026OLDER |
| Holowesko Partners Ltd.$357M AUM | 8.76% | $25M | 209.2K | Q4 2025OLDER |
| CALIFORNIA FIRST LEASING CORP$312M AUM | 8.74% | $27M | 160.8K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 8.59% | $75M | 440.2K | Q1 2026OLDER |
| FOUNDATION RESOURCE MANAGEMENT INC$889M AUM | 8.06% | $72M | 421.8K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 8.05% | $12M | 69.7K | Q1 2026OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 8.03% | $149M | 880.2K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 8.02% | $11M | 63.5K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 8.01% | $23M | 136.1K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 7.95% | $206M | 1.22M | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 7.90% | $90M | 530.5K | Q1 2026OLDER |
| HATCH COVE CAPITAL, LLC$262M AUM | 7.63% | $20M | 117.9K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 7.60% | $24M | 141.4K | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 7.44% | $9M | 55.9K | Q1 2026OLDER |
| Drummond Knight Asset Management Pty Ltd$283M AUM | 7.25% | $26M | 215.2K | Q4 2025OLDER |
| Artesa Financial Group, LLC$105M AUM | 7.24% | $8M | 44.7K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 7.23% | $55M | 322.2K | Q1 2026OLDER |
| Redwood Family Wealth LLC$102M AUM | 7.17% | $7M | 43.3K | Q1 2026OLDER |
| Warther Private Wealth, LLC$427M AUM | 6.96% | $30M | 175.1K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 6.68% | $40M | 236.6K | Q1 2026OLDER |
| Essex Bank$452M AUM | 6.54% | $30M | 174.4K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 6.48% | $36M | 211.9K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 6.41% | $7M | 38.6K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 6.35% | $11M | 80.0K | Q2 2026 |
| Boit C F David$225M AUM | 6.33% | $14M | 84.1K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 5.72% | $46M | 273.0K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 5.66% | $13M | 77.2K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 5.60% | $31M | 182.3K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 5.56% | $9M | 54.3K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 5.54% | $8M | 48.0K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 5.49% | $13M | 78.7K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 5.46% | $15M | 89.8K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 5.39% | $42M | 249.4K | Q1 2026OLDER |
| NYL Investors LLC$265M AUM | 5.38% | $16M | 145.2K | Q3 2025OLDER |
| Palmer Knight Co$205M AUM | 5.28% | $11M | 63.8K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 5.25% | $23M | 134.9K | Q1 2026OLDER |
| Steadtrust LLC$198M AUM | 5.23% | $10M | 75.6K | Q2 2026 |
| Windle Wealth, LLC$237M AUM | 5.18% | $12M | 72.2K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 5.12% | $115M | 678.1K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 5.00% | $11M | 66.2K | Q2 2026 |
| KG Capital Management$139M AUM | 4.97% | $7M | 41.4K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 4.89% | $10M | 59.0K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 4.84% | $12M | 73.6K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 4.74% | $8M | 45.4K | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 4.74% | $6M | 37.8K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 4.73% | $92M | 542.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 4.73% | $309M | 1.82M | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 4.72% | $62M | 365.8K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 4.72% | $70M | 410.0K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 4.69% | $16M | 96.7K | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 4.68% | $14M | 116.0K | Q4 2025OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 4.64% | $10M | 60.1K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 4.62% | $18M | 106.6K | Q1 2026OLDER |
| BAYBAN$115M AUM | 4.58% | $5M | 31.1K | Q1 2026OLDER |
| Orion Investment Co$315M AUM | 4.56% | $14M | 84.8K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 4.56% | $5M | 30.3K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 4.50% | $6M | 36.1K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 4.41% | $141M | 833.2K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 4.40% | $7M | 38.5K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 4.39% | $14M | 80.7K | Q1 2026OLDER |
| Royal Palms Capital LLC$101M AUM | 4.39% | $4M | 26.1K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 4.37% | $163M | 957.1K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 4.37% | $46M | 269.3K | Q1 2026OLDER |
| IAT REINSURANCE CO LTD.$310M AUM | 4.36% | $14M | 79.6K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 4.36% | $12M | 68.3K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 4.34% | $16M | 92.6K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 4.33% | $5M | 37.9K | Q4 2025OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 4.33% | $34M | 201.2K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 4.30% | $6M | 35.7K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 4.29% | $28M | 163.9K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 4.21% | $23M | 133.3K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 4.21% | $15M | 86.9K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 4.19% | $29M | 172.0K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 4.17% | $30M | 179.2K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 4.12% | $13M | 78.5K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 4.12% | $20M | 120.6K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 4.08% | $5.2B | 30.52M | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 4.08% | $116M | 684.5K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 4.04% | $9M | 60.7K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 4.02% | $24M | 138.5K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 4.01% | $22M | 128.6K | Q1 2026OLDER |
| RWWM, Inc.$1.4B AUM | 3.98% | $55M | 321.5K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 3.98% | $18M | 106.4K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 3.98% | $37M | 219.2K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 3.96% | $7M | 44.1K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 3.87% | $6M | 35.7K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 3.86% | $14M | 83.2K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 3.85% | $20M | 120.8K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 3.83% | $5M | 30.7K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 3.82% | $5M | 28.2K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 3.72% | $6M | 35.5K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 3.70% | $5M | 30.3K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 3.70% | $25M | 147.4K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 3.65% | $21M | 121.9K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 3.61% | $5M | 29.9K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 3.56% | $11M | 64.3K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 3.55% | $7M | 42.2K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 3.52% | $13M | 76.9K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 3.51% | $6M | 33.2K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 3.51% | $7M | 41.2K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 3.49% | $1.4B | 8.04M | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 3.47% | $24M | 174.9K | Q2 2026 |
| Widmann Financial Services, Inc.$168M AUM | 3.46% | $6M | 34.3K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 3.44% | $9,254 | 54.5K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 3.44% | $8M | 45.9K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 3.41% | $48M | 281.6K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 3.41% | $15M | 85.5K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 3.41% | $14M | 79.8K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 3.40% | $13M | 78.7K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 3.39% | $30M | 174.8K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 3.38% | $11M | 62.4K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 3.37% | $5M | 29.8K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 3.37% | $9M | 51.5K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 3.36% | $5M | 43.7K | Q3 2025OLDER |
| Welch Group, LLC$2.7B AUM | 3.34% | $89M | 524.4K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 3.33% | $8M | 46.4K | Q1 2026OLDER |
| Connective Capital Management, LLC$121M AUM | 3.32% | $4M | 23.7K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 3.31% | $31M | 182.5K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 3.30% | $26M | 150.6K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 3.28% | $8M | 44.6K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 3.27% | $4M | 23.9K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 3.25% | $4M | 24.8K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 3.25% | $8M | 48.8K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 3.21% | $11M | 62.9K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 3.20% | $17M | 99.1K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 3.17% | $13M | 92.1K | Q2 2026 |
| Cane Capital Partners, LLC$229M AUM | 3.16% | $7M | 42.8K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 3.16% | $7M | 40.0K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 3.15% | $8M | 49.9K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 3.14% | $100M | 587.4K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 3.14% | $22M | 128.8K | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 3.14% | $19M | 114.8K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 3.14% | $37M | 219.2K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 3.13% | $5M | 28.2K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 3.12% | $29M | 170.8K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 3.12% | $10M | 56.7K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 3.11% | $35M | 205.1K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 3.10% | $8M | 48.9K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 3.10% | $38M | 225.9K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 3.08% | $4M | 24.9K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 3.08% | $6M | 35.4K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 3.08% | $21M | 126.4K | Q1 2026OLDER |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1.2B AUM | 3.06% | $36M | 212.6K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 3.06% | $6M | 36.1K | Q1 2026OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 3.02% | $7M | 39.2K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 3.01% | $24M | 141.8K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 3.01% | $199M | 1.17M | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 3.00% | $4M | 22.1K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 3.00% | $34M | 198.1K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 3.00% | $23M | 137.9K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 2.99% | $8M | 46.4K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 2.98% | $3M | 20.4K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 2.96% | $10M | 56.0K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 2.95% | $136M | 800.3K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 2.95% | $18M | 108.3K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 2.94% | $10M | 58.8K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 2.92% | $5M | 29.3K | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 2.91% | $6M | 34.3K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 2.91% | $17M | 103.0K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 2.91% | $6M | 36.0K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 2.91% | $9M | 75.0K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 2.89% | $18M | 107.0K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 2.89% | $13M | 78.5K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 2.88% | $21M | 126.1K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 2.87% | $9M | 58.0K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 2.87% | $7M | 41.3K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 2.87% | $4M | 22.5K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 2.87% | $5M | 31.0K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.87% | $4M | 25.7K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.84% | $25M | 146.6K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 2.82% | $4M | 24.9K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 2.82% | $3M | 20.3K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 2.81% | $5M | 26.8K | Q1 2026OLDER |
| TB Alternative Assets Ltd.$481M AUM | 2.81% | $14M | 79.7K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 2.81% | $3M | 20.4K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 2.79% | $8M | 44.4K | Q1 2026OLDER |
| Drum Hill Capital, LLC$109M AUM | 2.77% | $3M | 17.8K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 2.76% | $3M | 24.8K | Q4 2025OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 2.75% | $6M | 34.3K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 2.74% | $14M | 79.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 2.73% | $6M | 38.2K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 2.73% | $4M | 25.8K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 2.71% | $9M | 50.2K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 2.70% | $15M | 88.4K | Q1 2026OLDER |
| U S WEALTH GROUP, LLC.$152M AUM | 2.70% | $4M | 34.0K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.69% | $6M | 36.7K | Q1 2026OLDER |
| InvesTrust$238M AUM | 2.69% | $6M | 37.7K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 2.68% | $18M | 105.0K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 2.67% | $4M | 26.5K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 2.66% | $10M | 56.8K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 2.65% | $5M | 27.9K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 2.65% | $8M | 49.8K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 2.63% | $5M | 38.8K | Q2 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 2.62% | $13M | 74.0K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 2.62% | $113M | 1.00M | Q3 2025OLDER |
| Rench Wealth Management, Inc.$332M AUM | 2.62% | $9M | 51.3K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.61% | $254M | 1.50M | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 2.60% | $4M | 26.0K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 2.60% | $5M | 27.4K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 2.60% | $3M | 19.3K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 2.60% | $40M | 234.7K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 2.59% | $11M | 72.3K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 2.59% | $8M | 46.2K | Q1 2026OLDER |
| FourWorld Capital Management LLC$196M AUM | 2.59% | $3M | 25.0K | Q4 2025OLDER |
| Eagle Bay Advisors LLC$113M AUM | 2.58% | $3M | 17.2K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.56% | $5M | 42.5K | Q4 2025OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 2.55% | $4M | 24.0K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 2.55% | $3M | 16.7K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 2.54% | $13M | 74.1K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 2.53% | $23M | 137.4K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 2.52% | $20M | 115.4K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 2.52% | $3M | 16.0K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 2.50% | $30M | 177.9K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 2.49% | $22M | 130.8K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 2.49% | $10M | 60.5K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 2.48% | $46M | 269.5K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.47% | $4M | 25.7K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 2.46% | $11M | 65.2K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 2.45% | $4M | 21.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 2.45% | $15M | 90.1K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 2.43% | $11M | 65.3K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 2.43% | $8M | 46.6K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 2.43% | $22M | 127.1K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 2.43% | $8M | 46.9K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 2.42% | $5M | 32.3K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 2.41% | $65M | 538.7K | Q4 2025OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 2.41% | $3M | 18.7K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 2.41% | $91M | 536.2K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 2.39% | $5M | 28.1K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 2.39% | $111M | 653.5K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 2.38% | $8M | 55.9K | Q2 2026 |
| Kinloch Capital, LLC$245M AUM | 2.38% | $6M | 34.4K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 2.37% | $3M | 16.2K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 2.37% | $4M | 20.7K | Q1 2026OLDER |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 2.35% | $4M | 25.3K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 2.35% | $8M | 47.2K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 2.35% | $7M | 43.4K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 2.34% | $7M | 41.5K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 2.33% | $11M | 66.5K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 2.33% | $14M | 80.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 2.33% | $28M | 202.1K | Q2 2026 |
| Wahed Invest LLC$770M AUM | 2.33% | $18M | 105.6K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 2.32% | $24M | 143.3K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 2.30% | $6M | 35.2K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 2.30% | $3M | 29.3K | Q4 2025OLDER |
| Strong Tower Advisory Services$531M AUM | 2.29% | $12M | 71.8K | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 2.29% | $32M | 187.5K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 2.29% | $3M | 15.1K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 2.28% | $9M | 55.5K | Q1 2026OLDER |
| ALLEN OPERATIONS LLC$670M AUM | 2.28% | $15M | 89.9K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 2.27% | $106M | 624.1K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 2.26% | $4M | 23.4K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 2.26% | $7M | 44.1K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 2.25% | $8M | 45.5K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 2.25% | $688M | 4.05M | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 2.25% | $4M | 22.3K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 2.25% | $3M | 15.4K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 2.25% | $6M | 32.9K | Q1 2026OLDER |
| McAlvany Wealth Management LLC$148M AUM | 2.24% | $3M | 19.4K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 2.24% | $20M | 115.8K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 2.24% | $5M | 30.1K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 2.24% | $55M | 321.7K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 2.23% | $85M | 499.4K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 2.22% | $3M | 16.6K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 2.22% | $35M | 204.0K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 2.22% | $5M | 34.5K | Q2 2026 |
| Henshaw Capital LLC$2.7B AUM | 2.21% | $60M | 352.0K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 2.21% | $4M | 23.8K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 2.21% | $3M | 16.4K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 2.21% | $8M | 48.7K | Q1 2026OLDER |
| Ervin Investment Management, LLC$171M AUM | 2.20% | $4M | 22.2K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 2.20% | $13M | 76.9K | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 2.20% | $12M | 71.0K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 2.18% | $5M | 31.7K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 2.18% | $9M | 50.1K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 2.18% | $7M | 40.5K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 2.17% | $12M | 69.6K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 2.16% | $27M | 160.2K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 2.16% | $7M | 42.3K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 2.16% | $4M | 25.4K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 2.16% | $134M | 790.9K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 2.15% | $3M | 14.8K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 2.15% | $3M | 28.5K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 2.14% | $21M | 125.8K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 2.14% | $4M | 25.9K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 2.14% | $64M | 379.6K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 2.14% | $3M | 18.6K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 2.14% | $30M | 175.3K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 2.14% | $38M | 222.9K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 2.13% | $10M | 60.0K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 2.13% | $10M | 60.4K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 2.13% | $39M | 229.8K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 2.13% | $20M | 115.2K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 2.13% | $4M | 24.5K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 2.12% | $7M | 39.8K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 2.12% | $256M | 1.51M | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 2.12% | $2M | 13.5K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 2.11% | $10M | 61.8K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.11% | $19M | 112.8K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 2.08% | $20M | 147.1K | Q2 2026 |
| Hutchinson Financial Advisors, INC$102M AUM | 2.08% | $2M | 18.8K | Q3 2025OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 2.08% | $10M | 76.1K | Q2 2026 |
| Americana Partners, LLC$3.9B AUM | 2.08% | $80M | 472.7K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 2.08% | $5M | 29.7K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 2.08% | $16M | 95.9K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 2.08% | $14M | 81.8K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.08% | $20M | 119.0K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 2.08% | $8M | 48.0K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 2.08% | $4M | 21.4K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 2.07% | $45M | 267.6K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 2.06% | $3M | 24.2K | Q2 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 2.06% | $30M | 179.4K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 2.06% | $133M | 781.6K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 2.06% | $16M | 93.6K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 2.06% | $10M | 61.0K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 2.05% | $5M | 33.0K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 2.05% | $3M | 18.8K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 2.05% | $255M | 1.51M | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 2.05% | $4M | 23.0K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 2.05% | $5M | 31.7K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 2.05% | $3M | 14.9K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 2.05% | $4M | 25.9K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 2.05% | $35M | 206.1K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 2.05% | $44M | 257.5K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 2.04% | $28M | 162.2K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 2.04% | $8M | 47.8K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 2.03% | $3M | 18.0K | Q2 2026 |
| MOKAN Wealth Management Inc.$226M AUM | 2.03% | $5M | 27.1K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 2.03% | $35M | 204.2K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 2.03% | $9M | 53.7K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 2.03% | $19M | 114.3K | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 2.02% | $3M | 16.5K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 2.02% | $9M | 53.2K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 2.01% | $65M | 381.5K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 2.01% | $4M | 21.6K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 2.01% | $2M | 12.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 2.00% | $362M | 2.14M | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 2.00% | $4M | 23.8K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 2.00% | $9M | 50.6K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 1.99% | $4M | 24.4K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 1.99% | $10M | 58.7K | Q1 2026OLDER |
| AMERICAN ASSETS INC$298M AUM | 1.99% | $6M | 35.0K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 1.99% | $8M | 47.9K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 1.99% | $4M | 21.3K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 1.99% | $15M | 88.1K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 1.98% | $6M | 37.2K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 1.98% | $13M | 74.6K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.98% | $16M | 93.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 1.97% | $58M | 343.5K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 1.96% | $3M | 20.6K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 1.96% | $8M | 49.3K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 1.94% | $112M | 659.4K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 1.94% | $10M | 58.1K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 1.93% | $10M | 57.2K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 1.93% | $7M | 42.5K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 1.93% | $157M | 923.1K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 1.92% | $3M | 19.2K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 1.92% | $4M | 35.8K | Q3 2025OLDER |
| BRANDYWINE TRUST CO$552M AUM | 1.92% | $11M | 62.3K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.91% | $295M | 1.74M | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 1.91% | $52M | 308.1K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 1.90% | $5M | 31.7K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 1.90% | $4M | 24.0K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 1.90% | $2M | 15.5K | Q2 2026 |
| LMG Wealth Partners, LLC$549M AUM | 1.89% | $10M | 61.3K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 1.89% | $2M | 13.6K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 1.89% | $2M | 13.5K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 1.87% | $4M | 25.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.87% | $22M | 158.4K | Q2 2026 |
| NBT BANK N A /NY$1.5B AUM | 1.87% | $28M | 167.9K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 1.86% | $4M | 21.7K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 1.86% | $3M | 16.6K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.86% | $5.5B | 32.28M | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 1.86% | $2M | 11.4K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 1.85% | $11M | 65.8K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 1.85% | $7M | 42.3K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.85% | $7M | 61.8K | Q3 2025OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 1.85% | $8M | 46.1K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 1.84% | $3M | 18.2K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 1.84% | $6M | 36.5K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.84% | $8M | 48.4K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 1.84% | $9M | 54.8K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 1.84% | $13M | 74.1K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 1.83% | $2M | 14.5K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.83% | $7M | 39.5K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.83% | $104M | 613.7K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 1.83% | $22M | 128.9K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 1.82% | $3M | 18.0K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 1.82% | $181M | 1.07M | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 1.82% | $2M | 13.0K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 1.82% | $3M | 22.6K | Q4 2025OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 1.82% | $2M | 13.5K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 1.82% | $3M | 19.3K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 1.81% | $329M | 1.94M | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 1.81% | $6M | 35.5K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 1.81% | $3M | 18.8K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 1.80% | $8M | 46.5K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.80% | $2M | 11.1K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 1.80% | $17M | 99.9K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.80% | $12M | 70.6K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 1.79% | $1.1B | 6.24M | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 1.79% | $1.1B | 6.66M | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 1.79% | $25M | 149.4K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.79% | $9M | 50.2K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.79% | $15M | 108.1K | Q2 2026 |
| WOODSTOCK CORP$1.1B AUM | 1.79% | $20M | 118.3K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 1.78% | $2M | 14.2K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.78% | $9M | 54.4K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 1.78% | $3M | 15.4K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 1.78% | $3M | 17.5K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 1.77% | $11M | 67.6K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 1.77% | $11M | 96.9K | Q3 2025OLDER |
| Triangle Securities Wealth Management$441M AUM | 1.77% | $8M | 46.0K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 1.77% | $5M | 28.9K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 1.77% | $3M | 15.2K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 1.77% | $3M | 18.4K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 1.76% | $15M | 90.1K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 1.76% | $3M | 22.2K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 1.75% | $727M | 4.29M | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 1.75% | $6M | 36.9K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.75% | $3M | 22.3K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 1.75% | $9M | 55.6K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 1.74% | $2M | 12.4K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 1.74% | $3M | 16.8K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 1.73% | $7M | 43.4K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.73% | $24M | 144.3K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.72% | $3M | 18.8K | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 1.72% | $7.0B | 41.46M | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 1.72% | $2M | 12.8K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 1.72% | $10M | 57.2K | Q1 2026OLDER |
| Kiltearn Partners LLP$372M AUM | 1.72% | $6M | 37.6K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.72% | $3M | 20.4K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 1.71% | $18M | 106.1K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 1.71% | $9M | 55.1K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 1.71% | $12M | 68.7K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 1.71% | $11M | 62.9K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 1.70% | $5M | 27.6K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 1.70% | $3M | 16.6K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 1.70% | $23M | 136.6K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 1.70% | $8M | 45.4K | Q2 2026 |
| Clarendon Private LLC$130M AUM | 1.69% | $2M | 13.0K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 1.69% | $29M | 172.7K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 1.69% | $12M | 72.6K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.69% | $3M | 18.7K | Q2 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 1.69% | $13M | 73.7K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.69% | $2M | 11.0K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.68% | $23M | 134.3K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 1.67% | $8M | 49.0K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 1.67% | $10M | 59.3K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.67% | $2M | 12.8K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 1.67% | $2M | 13.7K | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 1.67% | $2M | 14.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.67% | $7M | 42.5K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 1.67% | $137M | 806.3K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 1.67% | $49M | 289.2K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.66% | $5M | 30.6K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.66% | $18M | 134.1K | Q2 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 1.66% | $11M | 67.4K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.66% | $17M | 101.5K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 1.66% | $5M | 28.4K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 1.66% | $7M | 42.5K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 1.66% | $12M | 68.9K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.66% | $4M | 21.2K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 1.66% | $7M | 42.7K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 1.65% | $3M | 15.4K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 1.65% | $2M | 13.5K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 1.64% | $5M | 27.0K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 1.64% | $110M | 647.8K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.64% | $8M | 45.5K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.64% | $2M | 11.7K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.64% | $8M | 50.7K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 1.64% | $9M | 52.6K | Q1 2026OLDER |
| Smith Group Asset Management, LLC$2.0B AUM | 1.64% | $32M | 189.0K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 1.63% | $26M | 219.0K | Q4 2025OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.63% | $33M | 193.0K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 1.63% | $6M | 37.7K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.63% | $3M | 16.7K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 1.63% | $6M | 33.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.63% | $8M | 44.9K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 1.63% | $16M | 92.1K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 1.63% | $13M | 78.2K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 1.62% | $242M | 2.01M | Q4 2025OLDER |
| Ninety One UK Ltd$43.1B AUM | 1.62% | $698M | 4.12M | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.62% | $2M | 12.1K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 1.62% | $3M | 14.9K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.61% | $23M | 135.6K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 1.61% | $2M | 12.3K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 1.61% | $3M | 16.0K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 1.61% | $3M | 19.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.