SEC 13F Intelligence

FDXFEDEX CORP

CUSIP 31428X106 · Yahoo Finance ↗ · Google Finance ↗

Fedex Corp (FDX) has 1,997 institutional holders in Filings Flow’s 13F database, together reporting 187.13M shares worth $64.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,997
Q1 2026
Reported Value
$64.6B
Ticker
FDX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,239Q4 ’18Q1 ’19: 1,199Q2 ’19: 1,163Q2 ’19Q3 ’19: 1,128Q2 ’21: 1,490Q2 ’21Q4 ’21: 1,541Q4 ’22: 1,405Q4 ’22Q4 ’25: 1,799Q1 ’26: 1,997Q1 ’26Q2 ’26: 117filingsflow.com
Total reported value
Q4 ’18: $248.3BQ4 ’18Q1 ’19: $384.0BQ2 ’19: $327.8BQ2 ’19Q3 ’19: $221.3BQ2 ’21: $601.3BQ2 ’21Q4 ’21: $397.0BQ4 ’22: $16.9BQ4 ’22Q4 ’25: $52.8BQ1 ’26: $64.6BQ1 ’26Q2 ’26: $401Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sentry LLC$314M AUM40.04%$126M353.4KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM28.17%$499M1.40MQ1 2026OLDER
DKRT Investments Corp.$395M AUM8.12%$32M90.0KQ1 2026OLDER
ACR Alpine Capital Research, LLC$6.7B AUM5.98%$400M1.12MQ1 2026OLDER
Silverleafe Capital Partners, LLC$367M AUM5.89%$22M68.9KQ2 2026
WILSEY ASSET MANAGEMENT INC$681M AUM5.55%$36M123.8KQ4 2025OLDER
EDGAR LOMAX CO/VA$1.4B AUM5.44%$76M214.0KQ1 2026OLDER
Focused Investors LLC$3.1B AUM5.43%$167M468.9KQ1 2026OLDER
Birch Capital Management, LLC$191M AUM5.15%$10M27.6KQ1 2026OLDER
Hiddenite Capital Partners LP$381M AUM4.98%$38M133.0KQ4 2025OLDER
Governors Lane LP$1.6B AUM4.83%$76M212.0KQ1 2026OLDER
Vishria Bird Financial Group, LLC$510M AUM4.75%$24M102.6KQ3 2025OLDER
Huber Capital Management LLC$647M AUM4.58%$30M83.2KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM4.35%$159M447.1KQ1 2026OLDER
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM4.34%$88M247.5KQ1 2026OLDER
General Pension Society PZU Joint Stock Co$654M AUM4.13%$27M75.9KQ1 2026OLDER
FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM3.99%$24M68.1KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM3.96%$31M87.2KQ1 2026OLDER
Cambridge Financial Group, Inc.$267M AUM3.75%$10M28.1KQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM3.63%$8M22.4KQ1 2026OLDER
Processus Wealth & Capital Management, LLC$147M AUM3.63%$5M15.0KQ1 2026OLDER
Tribune Investment Group LP$261M AUM3.53%$9M25.9KQ1 2026OLDER
TOMS Capital Investment Management LP$3.8B AUM3.36%$128M360.0KQ1 2026OLDER
Paragon Capital Management LLC$202M AUM3.32%$7M18.8KQ1 2026OLDER
STALEY CAPITAL ADVISERS INC$2.4B AUM3.28%$78M217.9KQ1 2026OLDER
Cherokee Insurance Co$263M AUM3.25%$9M24.1KQ1 2026OLDER
Clayton Partners LLC$138M AUM3.13%$4M12.1KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM2.97%$7M18.4KQ1 2026OLDER
BEACONLIGHT CAPITAL, LLC$190M AUM2.85%$5M15.2KQ1 2026OLDER
McGowan Group Asset Management, Inc.$785M AUM2.85%$22M62.9KQ1 2026OLDER
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM2.74%$57M160.8KQ1 2026OLDER
GATES FOUNDATION TRUST$31.7B AUM2.68%$849M2.38MQ1 2026OLDER
Mork Capital Management, LLC$141M AUM2.53%$4M10.0KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM2.50%$7M19.6KQ1 2026OLDER
Oak Asset Management, LLC$290M AUM2.50%$7M20.4KQ1 2026OLDER
Allied Investment Advisors, LLC$697M AUM2.50%$17M49.0KQ1 2026OLDER
JACOBSON & SCHMITT ADVISORS, LLC$551M AUM2.45%$14M37.9KQ1 2026OLDER
CABOT WEALTH MANAGEMENT INC$869M AUM2.38%$21M58.0KQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM2.35%$14M38.8KQ1 2026OLDER
KR Capital LP$499M AUM2.34%$12M32.8KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM2.33%$3.0B8.30MQ1 2026OLDER
Electron Capital Partners, LLC$2.6B AUM2.22%$57M159.2KQ1 2026OLDER
Kiltearn Partners LLP$372M AUM2.17%$8M22.6KQ1 2026OLDER
BFI Infinity Ltd.$178M AUM2.11%$4M10.6KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM2.10%$381M1.07MQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM2.09%$26M74.0KQ1 2026OLDER
Cartenna Capital, LP$2.7B AUM2.08%$57M160.0KQ1 2026OLDER
BRISTOL JOHN W & CO INC /NY/$6.1B AUM2.05%$124M349.5KQ1 2026OLDER
Lynch Asset Management, Inc.$298M AUM1.98%$6M16.6KQ1 2026OLDER
Bell & Brown Wealth Advisors, LLC$311M AUM1.98%$6M21.3KQ1 2026OLDER
DODGE & COX$182.0B AUM1.95%$3.6B9.98MQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM1.93%$42M116.8KQ1 2026OLDER
VIKING GLOBAL INVESTORS LP$35.7B AUM1.93%$688M1.93MQ1 2026OLDER
ELLERSON GROUP INC /ADV$153M AUM1.85%$3M7.9KQ1 2026OLDER
Callahan Advisors, LLC$1.2B AUM1.82%$22M61.3KQ1 2026OLDER
Sicart Associates LLC$389M AUM1.78%$7M19.5KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM1.78%$252M706.5KQ1 2026OLDER
Shellback Capital, LP$703M AUM1.77%$12M35.0KQ1 2026OLDER
Matthew 25 Management Corp$301M AUM1.77%$6M20.0KQ4 2025OLDER
Alphadyne Asset Management LP$5.8B AUM1.76%$102M285.3KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM1.75%$566M1.59MQ1 2026OLDER
Center for Wealth Management Advisory$139M AUM1.74%$2M6.8KQ1 2026OLDER
Collar Capital Management, LLC$155M AUM1.67%$3M7.3KQ1 2026OLDER
Albar Capital Partners LLP$618M AUM1.64%$7M30.6KQ3 2025OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM1.64%$2M5.3KQ1 2026OLDER
Perennial Advisors, LLC$587M AUM1.63%$10M26.8KQ1 2026OLDER
Taproot Management LP$530M AUM1.58%$10M33.7KQ4 2025OLDER
Cetera Trust Company, N.A$177M AUM1.54%$3M7.6KQ1 2026OLDER
tru Independence LLC$202M AUM1.53%$6M21.0KQ4 2025OLDER
LEUTHOLD GROUP, LLC$939M AUM1.46%$14M38.5KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM1.45%$69M192.7KQ1 2026OLDER
MATRIX ASSET ADVISORS INC/NY$1.1B AUM1.44%$16M44.1KQ1 2026OLDER
Wells Trecaso Financial Group, LLC$210M AUM1.43%$3M12.7KQ3 2025OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM1.42%$3M9.0KQ1 2026OLDER
CUMBERLAND ADVISORS INC$255M AUM1.40%$4M10.1KQ1 2026OLDER
Eukles Asset Management$224M AUM1.34%$3M8.4KQ1 2026OLDER
Pavion Blue Capital, LLC$230M AUM1.34%$3M8.6KQ1 2026OLDER
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM1.33%$2M6.4KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM1.31%$12M32.5KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM1.31%$21M58.7KQ1 2026OLDER
Red Door Wealth Management, LLC$962M AUM1.31%$13M35.3KQ1 2026OLDER
Galilei Investment Office LLP$193M AUM1.31%$3M7.1KQ1 2026OLDER
AMJ Financial Wealth Management$424M AUM1.28%$5M15.3KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM1.25%$77M217.5KQ1 2026OLDER
Benin Management CORP$445M AUM1.22%$5M15.2KQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM1.22%$9M26.3KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM1.20%$12M32.9KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM1.20%$23M80.5KQ4 2025OLDER
Sage Capital Advisors,llc$482M AUM1.17%$6M18.1KQ2 2026
Hedges Asset Management LLC$142M AUM1.17%$2M5.8KQ4 2025OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM1.17%$3M8.7KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM1.14%$26M74.3KQ1 2026OLDER
LMG Wealth Partners, LLC$549M AUM1.12%$6M17.3KQ1 2026OLDER
Duncan Williams Asset Management, LLC$361M AUM1.12%$4M11.4KQ1 2026OLDER
Portland Global Advisors LLC$938M AUM1.12%$10M29.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM1.10%$4M12.0KQ1 2026OLDER
Turas Capital Management LP$392M AUM1.09%$4M12.0KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM1.09%$2M5.2KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM1.08%$12M34.0KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM1.07%$160M553.1KQ4 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM1.07%$72M201.9KQ1 2026OLDER
Xcel Wealth Management, LLC$362M AUM1.04%$4M10.5KQ1 2026OLDER
Pines Wealth Management, LLC$309M AUM1.04%$3M9.0KQ1 2026OLDER
Hershey Financial Advisers, LLC$116M AUM1.03%$1M3.4KQ1 2026OLDER
Kentucky Farm Bureau Mutual Insurance Co$204M AUM1.03%$2M13.0KQ1 2026OLDER
Philip James Wealth Mangement, LLC$870M AUM1.02%$9M25.0KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM1.01%$30M85.0KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM1.01%$16M45.0KQ1 2026OLDER
Creegan & Nassoura Financial Group, LLC$154M AUM1.01%$2M5.4KQ4 2025OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM1.00%$4M11.8KQ1 2026OLDER
Vickerman Investment Advisors, Inc.$476M AUM1.00%$5M13.4KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM1.00%$2M5.6KQ1 2026OLDER
Compass Wealth Management LLC$405M AUM0.99%$4M11.3KQ1 2026OLDER
Wynn Capital, LLC$224M AUM0.99%$2M7.1KQ2 2026
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.99%$4M12.1KQ1 2026OLDER
Sun Group Wealth Partners$127M AUM0.98%$1M3.5KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM0.98%$7M19.6KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.98%$5M15.2KQ1 2026OLDER
McKinney Capital Management, LLC$116M AUM0.97%$1M3.2KQ1 2026OLDER
FELL CAPITAL MANAGEMENT /ADV$105M AUM0.97%$1M2.9KQ1 2026OLDER
Dayah Capital LLC$261M AUM0.97%$3M7.1KQ1 2026OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM0.97%$6M17.0KQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM0.95%$2M5.3KQ1 2026OLDER
Navis Wealth Advisors, LLC$196M AUM0.94%$2M5.2KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.93%$3M7.3KQ1 2026OLDER
Davis Capital Management$148M AUM0.93%$1M3.8KQ1 2026OLDER
Solidarity Wealth, LLC$521M AUM0.93%$4M18.2KQ3 2025OLDER
AMI INVESTMENT MANAGEMENT INC$445M AUM0.93%$4M11.6KQ1 2026OLDER
KKM Financial LLC$563M AUM0.92%$5M18.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.92%$13M35.3KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.92%$7M20.0KQ1 2026OLDER
Tevis Investment Management$176M AUM0.92%$2M4.5KQ1 2026OLDER
STEINBERG ASSET MANAGEMENT LLC$154M AUM0.91%$1M3.9KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.91%$11M30.9KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.91%$9M24.5KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.91%$1M3.2KQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.91%$1M3.1KQ1 2026OLDER
Robinson Value Management, Ltd.$180M AUM0.90%$2M5.8KQ4 2025OLDER
Henshaw Capital LLC$2.7B AUM0.90%$24M68.2KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.88%$141M396.2KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.88%$2M5.0KQ1 2026OLDER
AVALON CAPITAL MANAGEMENT$354M AUM0.87%$3M8.7KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM0.87%$1M5.1KQ4 2025OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.87%$2M4.7KQ1 2026OLDER
Cassia Capital Partners, LLC$194M AUM0.86%$2M4.7KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.86%$16M45.4KQ1 2026OLDER
EDMP, INC.$124M AUM0.85%$1M2.9KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.85%$12M35.0KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.84%$10M28.3KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.84%$7M18.2KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.84%$7M20.3KQ1 2026OLDER
GERMAN AMERICAN BANCORP, INC.$1.2B AUM0.83%$10M27.2KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.82%$23M65.5KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.82%$27M75.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.81%$18M49.6KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.81%$8M21.9KQ1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.80%$2M6.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.79%$69M193.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.78%$14M35.8KQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.78%$928,2122.6KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.77%$1M3.7KQ2 2026
Caerus Investment Advisors, LLC$240M AUM0.77%$2M5.2KQ2 2026
Mesirow Financial Investment Management, Inc.$6.2B AUM0.76%$47M132.5KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.76%$8M22.0KQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.76%$6M16.7KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.75%$8M21.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.74%$704M1.97MQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM0.74%$954,9192.7KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.73%$10M27.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.73%$10M26.9KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.73%$37M104.4KQ1 2026OLDER
Millennium Capital Advisors, LLC$162M AUM0.72%$1M3.3KQ1 2026OLDER
Lakeside Advisors, INC.$150M AUM0.72%$1M3.0KQ1 2026OLDER
ARWA LLC$202M AUM0.71%$1M3.8KQ1 2026OLDER
DELTA FINANCIAL ADVISORS LLC$384M AUM0.71%$3M7.7KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.70%$1M4.9KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.70%$12M34.2KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM0.70%$3M7.1KQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.69%$37M102.5KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.69%$3M8.2KQ1 2026OLDER
Andrews Advisory Associates, LLC$190M AUM0.69%$1M3.7KQ1 2026OLDER
WESTBOURNE INVESTMENTS, INC.$210M AUM0.68%$1M5.1KQ4 2025OLDER
Garner Asset Management Corp$255M AUM0.68%$2M4.9KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.68%$11M32.1KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.68%$282M791.2KQ1 2026OLDER
WIN ADVISORS, INC$219M AUM0.67%$1M4.1KQ1 2026OLDER
Abbot Financial Management, Inc.$239M AUM0.67%$2M4.5KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.67%$2M5.4KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.67%$1M4.6KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.66%$1M2.9KQ1 2026OLDER
Cottage Street Advisors LLC$231M AUM0.66%$2M4.3KQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM0.66%$4M10.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.65%$30M84.1KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.65%$26M72.5KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.64%$2M6.7KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.64%$2M6.9KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.63%$4M10.7KQ1 2026OLDER
Womack Financial LLC$136M AUM0.63%$862,6682.4KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM0.63%$977,7142.7KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.63%$5M14.5KQ1 2026OLDER
SFE Investment Counsel$635M AUM0.63%$4M11.2KQ1 2026OLDER
Veratis Advisors, Inc.$126M AUM0.63%$792,5462.1KQ4 2025OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.63%$10M28.7KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.63%$10M34.0KQ4 2025OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.63%$5M14.1KQ1 2026OLDER
INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM0.62%$2M5.5KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.62%$27M75.2KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.62%$2M4.6KQ1 2026OLDER
DMKC Advisory Services, LLC$530M AUM0.61%$3M10.3KQ2 2026
R Squared Ltd$182M AUM0.61%$1M3.1KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.60%$1M3.5KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.60%$5M14.7KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.60%$11M29.8KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.60%$10M33.3KQ4 2025OLDER
Parkside Investments, LLC$823M AUM0.59%$5M13.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.59%$47M132.9KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.59%$1M3.0KQ1 2026OLDER
Cadence Bank$1.7B AUM0.58%$10M34.3KQ4 2025OLDER
Storgate, LLC$127M AUM0.58%$736,5802.1KQ1 2026OLDER
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM0.58%$6M18.1KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.57%$4M11.0KQ1 2026OLDER
Partnership Wealth Management, LLC$131M AUM0.57%$747,9782.1KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.57%$587,6971.6KQ1 2026OLDER
RH Tailwind Management, LLC$781M AUM0.57%$4M12.5KQ1 2026OLDER
Alight Capital Management LP$417M AUM0.56%$3M11.0KQ3 2025OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.56%$5M12.8KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.55%$2M6.7KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM0.55%$1M4.0KQ1 2026OLDER
Smart Portfolios, LLC$100M AUM0.55%$548,5171.5KQ1 2026OLDER
Monument Capital Management$399M AUM0.54%$2M6.0KQ1 2026OLDER
Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM0.54%$2M4.2KQ1 2026OLDER
Exchange Bank$161M AUM0.53%$846,3912.7KQ2 2026
Palogic Value Management, L.P.$237M AUM0.52%$1M3.5KQ1 2026OLDER
Shum Financial Group, Inc.$141M AUM0.52%$734,0872.1KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.52%$721,9772.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.51%$2.1B5.90MQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.51%$1M3.9KQ1 2026OLDER
Dockside LLC$397M AUM0.51%$2M5.7KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.51%$1M3.4KQ1 2026OLDER
St. Johns Investment Management Company, LLC$238M AUM0.51%$1M3.4KQ1 2026OLDER
Westchester Capital Management, LLC$2.2B AUM0.50%$11M31.2KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.50%$2M6.0KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.50%$2M6.9KQ1 2026OLDER
Taylor Financial Group, Inc.$165M AUM0.49%$803,1862.3KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.49%$668,9061.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.49%$1.1B3.05MQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.49%$7M18.9KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.48%$1M3.8KQ4 2025OLDER
Numerai GP LLC$997M AUM0.48%$3M14.5KQ3 2025OLDER
Buckley Wealth Management, LLC$392M AUM0.48%$2M5.2KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.47%$1M3.2KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.47%$2M5.7KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.47%$901,3112.5KQ1 2026OLDER
Laraway Financial Advisors Inc$142M AUM0.47%$662,4951.9KQ1 2026OLDER
Hudson Value Partners, LLC$335M AUM0.46%$2M4.4KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.46%$4M11.5KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.46%$3M12.2KQ3 2025OLDER
Prairie Wealth Advisors, Inc.$231M AUM0.45%$1M0Q1 2026OLDER
Encompass More Asset Management$597M AUM0.45%$2M10.0KQ3 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.45%$11M30.7KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.45%$18M51.1KQ1 2026OLDER
LCNB CORP$297M AUM0.45%$1M3.8KQ1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.45%$854,3782.4KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.45%$656,0841.8KQ1 2026OLDER
PCG ASSET MANAGEMENT, LLC$125M AUM0.45%$562,1941.6KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.44%$7M29.7KQ3 2025OLDER
SWEENEY & MICHEL, LLC$340M AUM0.44%$2M4.1KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.44%$69M195.0KQ1 2026OLDER
Cohen Capital Management, Inc.$735M AUM0.44%$3M10.3KQ2 2026
COUNTRY CLUB BANK$1.7B AUM0.44%$7M31.1KQ3 2025OLDER
AUXIER ASSET MANAGEMENT LLC$696M AUM0.43%$3M8.5KQ1 2026OLDER
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM0.43%$995,5232.8KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.43%$29M80.7KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.43%$1M2.8KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.43%$3M7.3KQ1 2026OLDER
Matisse Capital$234M AUM0.43%$997,3042.8KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.42%$2M6.5KQ1 2026OLDER
Ally Financial Inc.$804M AUM0.42%$3M12.0KQ4 2025OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.42%$68M191.1KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.42%$4M11.0KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.42%$931,6162.6KQ1 2026OLDER
PRECEDENT WEALTH PARTNERS, LLC$500M AUM0.41%$2M5.8KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.41%$7M18.3KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.41%$982,5352.8KQ1 2026OLDER
First Dallas Securities Inc.$270M AUM0.41%$1M3.1KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.41%$50M213.0KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.41%$57M158.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.41%$365M1.03MQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.40%$24M67.9KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.40%$2M5.8KQ1 2026OLDER
SOL Capital Management CO$206M AUM0.40%$4,43915.4KQ4 2025OLDER
4WEALTH ADVISORS, INC.$117M AUM0.40%$464,7061.4KQ1 2026OLDER
Live Oak Investment Partners$169M AUM0.40%$669,2621.9KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.39%$7M19.6KQ1 2026OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM0.39%$35M98.9KQ1 2026OLDER
ALLEN WEALTH MANAGEMENT, LLC$200M AUM0.39%$785,3772.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.39%$2M6.8KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.39%$4M11.0KQ1 2026OLDER
Summit Asset Management, LLC$719M AUM0.39%$3M7.9KQ1 2026OLDER
SMITH SHELLNUT WILSON LLC /ADV$260M AUM0.39%$1M4.3KQ3 2025OLDER
Elevated Financial Group LLC$308M AUM0.39%$1M3.4KQ1 2026OLDER
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM0.39%$432,4031.2KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.39%$7M21.0KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.39%$432,4031.2KQ1 2026OLDER
FRG Family Wealth Advisors LLC$611M AUM0.38%$2M6.6KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM0.38%$11M31.7KQ1 2026OLDER
JAG CAPITAL MANAGEMENT, LLC$889M AUM0.38%$3M9.5KQ1 2026OLDER
Norway Savings Bank$239M AUM0.38%$909,0172.9KQ2 2026
DIAMANT ASSET MANAGEMENT, INC.$137M AUM0.38%$519,310519.3KQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.38%$1M3.9KQ1 2026OLDER
bLong Financial, LLC$132M AUM0.37%$495,0901.4KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.37%$2M6.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.37%$2M5.3KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.37%$1M4.2KQ3 2025OLDER
BHK Investment Advisors, LLC$299M AUM0.37%$1M3.1KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.37%$485,3711.3KQ1 2026OLDER
111 Capital$406M AUM0.36%$1M4.1KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.36%$11M31.4KQ1 2026OLDER
MQS Management LLC$148M AUM0.36%$534,9821.5KQ1 2026OLDER
WFA Asset Management Corp$184M AUM0.36%$663,1312.4KQ3 2025OLDER
GGM Financial LLC$217M AUM0.36%$774,4032.2KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.36%$854,8902.3KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM0.35%$932,8362.6KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.35%$8M22.8KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.35%$7M18.7KQ1 2026OLDER
Crew Capital Management, Ltd$151M AUM0.35%$525,7221.5KQ1 2026OLDER
IMPACTfolio, LLC$235M AUM0.35%$819,2142.3KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.35%$31M86.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.35%$75M209.8KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.34%$27M75.2KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.34%$12M33.2KQ1 2026OLDER
Forza Wealth Management, LLC$287M AUM0.34%$968,0972.7KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.33%$15M41.3KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.33%$64M179.1KQ1 2026OLDER
JMN Financial LLC$102M AUM0.33%$336,418941Q1 2026OLDER
Clear Trail Advisors, LLC$601M AUM0.33%$2M5.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.33%$314M881.8KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.33%$1M3.3KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.32%$195M547.4KQ1 2026OLDER
WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM0.32%$4M11.1KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.32%$372,7411.0KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM0.31%$331,247930Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.31%$1M3.5KQ1 2026OLDER
Providence First Trust Co$284M AUM0.31%$892,9432.5KQ1 2026OLDER
Cannon Wealth Management Services, LLC$148M AUM0.31%$463,3901.3KQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.31%$697,7572.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.31%$24M68.4KQ1 2026OLDER
Heritage Trust Co$997M AUM0.31%$3M8.6KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.31%$4M10.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.31%$44M122.6KQ1 2026OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.31%$104M293.0KQ1 2026OLDER
Hudson Portfolio Management LLC$119M AUM0.30%$359,7421.0KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.30%$826,6942.3KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.30%$2M6.4KQ1 2026OLDER
Addenda Capital Inc.$3.6B AUM0.30%$11M30.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.30%$80M225.6KQ1 2026OLDER
St. Clair Advisors, LLC$389M AUM0.30%$1M3.7KQ2 2026
Spartan Wealth Advisory Services LLC$1.1B AUM0.30%$3M9.6KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.30%$1M4.2KQ1 2026OLDER
Kintayl Capital LP$192M AUM0.30%$573,4501.6KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.30%$8M21.5KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.30%$629,2822.0KQ2 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.29%$1M3.9KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.29%$49M168.1KQ4 2025OLDER
Alliance Private Wealth, LLC$288M AUM0.29%$829,7942.6KQ2 2026
Smith Thornton Advisors LLC$199M AUM0.29%$571,3131.6KQ1 2026OLDER
Bigelow Investment Advisors, LLC$250M AUM0.28%$711,2912.0KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.28%$690,2761.9KQ1 2026OLDER
STRS OHIO$25.2B AUM0.28%$71M200.2KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.28%$2M5.2KQ1 2026OLDER
Archer Investment Corp$469M AUM0.28%$1M3.7KQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.28%$560,9841.6KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.28%$428,4851.2KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.28%$428,7811.2KQ1 2026OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.28%$534,2701.5KQ1 2026OLDER
Navalign, LLC$396M AUM0.27%$1M3.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.27%$1M3.1KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.27%$2M5.9KQ1 2026OLDER
MMBG INVESTMENT ADVISORS CO.$1.1B AUM0.27%$3M8.2KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.27%$24M68.2KQ1 2026OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.27%$339,440953Q1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.27%$2M4.0KQ1 2026OLDER
TIEMANN INVESTMENT ADVISORS, LLC$255M AUM0.27%$679,0941.9KQ1 2026OLDER
apricus wealth, LLC$205M AUM0.27%$544,9551.5KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM0.26%$863,3802.4KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.26%$8M21.8KQ1 2026OLDER
CITIZENS & NORTHERN CORP$401M AUM0.26%$1M4.5KQ3 2025OLDER
Fortune Financial Advisors, LLC$196M AUM0.26%$516,4611.4KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.26%$960,9742.7KQ1 2026OLDER
MCRAE CAPITAL MANAGEMENT INC$482M AUM0.26%$1M3.5KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.26%$599,0951.7KQ1 2026OLDER
Orca Wealth Management, LLC$141M AUM0.26%$362,3291.0KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.26%$9M26.2KQ1 2026OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.26%$19M54.5KQ1 2026OLDER
Family Legacy, Inc.$333M AUM0.26%$852,7562.4KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.26%$959,5492.7KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.26%$2M7.0KQ1 2026OLDER
New Covenant Trust Company, N.A.$112M AUM0.25%$283,163795Q1 2026OLDER
Wharton Business Group, LLC$2.6B AUM0.25%$7M18.8KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.25%$2M5.5KQ1 2026OLDER
Scientech Research LLC$120M AUM0.25%$302,397849Q1 2026OLDER
Montecito Bank & Trust$607M AUM0.25%$2M4.3KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.25%$5M15.4KQ2 2026
Ninety One SA (PTY) Ltd$2.3B AUM0.25%$6M16.6KQ1 2026OLDER
RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM0.25%$2M6.8KQ1 2026OLDER
South Shore Capital Advisors$137M AUM0.25%$341,220958Q1 2026OLDER
Colonial River Investments, LLC$279M AUM0.25%$695,2632.0KQ1 2026OLDER
Landing Point Financial Group, LLC$206M AUM0.25%$511,4821.4KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.25%$82M230.3KQ1 2026OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.25%$429,5711.2KQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.25%$4M11.1KQ2 2026
SevenBridge Financial Group, LLC$640M AUM0.25%$2M4.1KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.24%$8M23.2KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.24%$9M24.7KQ1 2026OLDER
SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM0.24%$256,778718Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.24%$3M7.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.24%$24M68.7KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.24%$20M56.7KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.24%$5M13.5KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.24%$3M8.3KQ1 2026OLDER
Claris Financial LLC$183M AUM0.24%$433,8271.2KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.24%$1M5.2KQ4 2025OLDER
Southeast Asset Advisors, LLC$913M AUM0.24%$2M6.0KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.23%$590,9941.7KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.23%$15M43.3KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.23%$88M245.8KQ1 2026OLDER
Shade Tree Advisors LLC$140M AUM0.23%$305,3251.1KQ4 2025OLDER
FCG Investment Co$228M AUM0.23%$527,8591.5KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.23%$507,2001.4KQ1 2026OLDER
BAXTER BROS INC$810M AUM0.23%$2M5.2KQ1 2026OLDER
RD Lewis Holdings, Inc.$115M AUM0.23%$263,523699Q1 2026OLDER
Western Financial Corp/CA$255M AUM0.23%$579,8611.6KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.23%$400,3461.1KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.23%$1M3.7KQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.23%$445,5751.3KQ1 2026OLDER
Renasant Bank$141M AUM0.22%$317,713892Q1 2026OLDER
Atala Financial Inc$149M AUM0.22%$333,485918Q1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM0.22%$299,904842Q1 2026OLDER
ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM0.22%$4M10.8KQ1 2026OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM0.22%$651,8091.8KQ1 2026OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.22%$4M10.7KQ1 2026OLDER
Broyhill Asset Management, LLC$108M AUM0.22%$251,308870Q4 2025OLDER
S Harris Financial Group, LLC$110M AUM0.22%$240,244675Q1 2026OLDER
DOLIVER ADVISORS, LP$440M AUM0.22%$963,1112.7KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.22%$7M20.7KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM0.22%$360,0981.0KQ1 2026OLDER
J. R. Prunier Capital Management LLC$235M AUM0.22%$509,3371.4KQ2 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.22%$912,1133.9KQ3 2025OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.22%$3M9.4KQ1 2026OLDER
Beacon Bank & Trust$518M AUM0.21%$1M3.5KQ2 2026
Sterling Capital Management LLC$5.3B AUM0.21%$11M31.7KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.21%$1M2.9KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.21%$17M47.4KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.21%$3M7.7KQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.21%$615,2221.7KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.21%$1M3.8KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.21%$10M27.5KQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM0.21%$260,368731Q1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.21%$15M52.3KQ4 2025OLDER
CMH Wealth Management LLC$655M AUM0.21%$1M4.4KQ2 2026
SPRING CAPITAL MANAGEMENT, LLC$198M AUM0.21%$415,3061.2KQ1 2026OLDER
WILLNER & HELLER, LLC$160M AUM0.21%$334,5811.1KQ2 2026
Costello Asset Management, INC$289M AUM0.21%$605,5061.7KQ1 2026OLDER
CHAPIN DAVIS, INC.$569M AUM0.21%$1M3.8KQ2 2026
Legacy Trust$522M AUM0.21%$1M3.0KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.21%$662,9932.1KQ2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.21%$177M497.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.21%$49M138.6KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.20%$49M138.5KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.20%$2M5.0KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.20%$374,8001.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.20%$9M26.3KQ1 2026OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM0.20%$3M7.7KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.20%$8M21.2KQ1 2026OLDER
North Capital, Inc.$118M AUM0.20%$235,435661Q1 2026OLDER
Massachusetts Wealth Management$231M AUM0.20%$459,4721.3KQ1 2026OLDER
HCR Wealth Advisors$964M AUM0.20%$2M5.4KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.20%$535,7721.5KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.20%$10M26.9KQ1 2026OLDER
Steadtrust LLC$198M AUM0.20%$390,4731.2KQ2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.20%$4M10.6KQ1 2026OLDER
San Luis Wealth Advisors LLC$604M AUM0.20%$1M3.3KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.20%$798,1992.2KQ1 2026OLDER
Columbia Bank$350M AUM0.20%$687,4271.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.20%$75M191.3KQ1 2026OLDER
Alta Wealth Advisors LLC$308M AUM0.19%$600,1621.7KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.19%$44M190.9KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.19%$937M2.63MQ1 2026OLDER
Panoramic Capital Partners, LLC$162M AUM0.19%$315,758887Q1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.19%$5M14.6KQ1 2026OLDER
SYNTAX RESEARCH, INC.$157M AUM0.19%$303,106851Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.19%$151M422.6KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.19%$4M14.3KQ2 2026
Asempa Wealth Advisors$115M AUM0.19%$221,092615Q1 2026OLDER
Kapstone Financial Advisors LLC$204M AUM0.19%$391,4421.1KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM0.19%$356,1801.0KQ1 2026OLDER
SEARLE & CO.$398M AUM0.19%$759,7322.1KQ1 2026OLDER
HAMEL ASSOCIATES, INC.$351M AUM0.19%$666,0571.9KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.19%$16M44.6KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.19%$2M6.6KQ1 2026OLDER

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