SEC 13F Intelligence

AON PLC

CUSIP G0403H108

Aon PLC has 1,235 institutional holders in Filings Flow’s 13F database, together reporting 186.25M shares worth $58.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,235
Q1 2026
Reported Value
$58.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 825Q2 ’21Q4 ’21: 899Q4 ’21Q4 ’22: 959Q4 ’22Q4 ’25: 1,246Q4 ’25Q1 ’26: 1,235Q1 ’26Q2 ’26: 71Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $410.3BQ2 ’21Q4 ’21: $469.3BQ4 ’21Q4 ’22: $31.1BQ4 ’22Q4 ’25: $65.2BQ4 ’25Q1 ’26: $58.8BQ1 ’26Q2 ’26: $258MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
LFL Advisers, LLC$332M AUM12.30%$41M126.7KQ1 2026OLDER
Veritas Asset Management LLP$5.9B AUM8.31%$491M1.52MQ1 2026OLDER
Meritage Group LP$2.7B AUM8.28%$220M680.2KQ1 2026OLDER
Saraza Management, LP$239M AUM7.75%$19M57.3KQ1 2026OLDER
FIDUCIENT ADVISORS LLC$765M AUM7.73%$59M183.3KQ1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM7.64%$213M660.7KQ1 2026OLDER
GFI Investment Counsel Ltd.$731M AUM6.95%$51M157.4KQ1 2026OLDER
Cryder Capital Partners LLP$1.5B AUM6.78%$104M321.7KQ1 2026OLDER
BloombergSen Inc.$1.3B AUM6.24%$82M254.0KQ1 2026OLDER
Obion Capital Management LP$101M AUM6.07%$6M19.1KQ1 2026OLDER
Independent Franchise Partners LLP$14.3B AUM5.85%$835M2.59MQ1 2026OLDER
Broad Run Investment Management, LLC$568M AUM5.75%$33M101.2KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM5.41%$49M153.3KQ1 2026OLDER
Onex Canada Asset Management Inc.$601M AUM4.97%$30M92.5KQ1 2026OLDER
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM4.82%$69M213.9KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM4.62%$811M2.51MQ1 2026OLDER
Longview Partners (Guernsey) LTD$7.1B AUM4.46%$315M976.3KQ1 2026OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM4.42%$203M628.7KQ1 2026OLDER
YCG, LLC$1.1B AUM4.30%$47M147.0KQ1 2026OLDER
Night Owl Capital Management, LLC$858M AUM4.12%$35M109.5KQ1 2026OLDER
Bowie Capital Management, LLC$2.7B AUM3.84%$104M322.2KQ1 2026OLDER
Ironvine Capital Partners, LLC$910M AUM3.82%$35M107.7KQ1 2026OLDER
Borer Denton & Associates, Inc.$280M AUM3.79%$11M32.9KQ1 2026OLDER
Hyperion Capital Advisors LP$208M AUM3.57%$7M23.0KQ1 2026OLDER
GERBER, LLC$179M AUM3.52%$6M19.6KQ1 2026OLDER
M.D. Sass, LLC$1.3B AUM3.48%$46M142.4KQ1 2026OLDER
Southpoint Capital Advisors LP$4.9B AUM3.32%$161M500.0KQ1 2026OLDER
Sustainable Growth Advisers, LP$10.6B AUM3.20%$340M1.05MQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM3.18%$227M703.3KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM3.18%$104M323.5KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM3.02%$437M1.35MQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM3.00%$480M1.49MQ1 2026OLDER
JLB & ASSOCIATES INC$696M AUM2.87%$20M62.0KQ1 2026OLDER
MANAGED ASSET PORTFOLIOS, LLC$834M AUM2.77%$23M71.6KQ1 2026OLDER
Burkett Asset Management Ltd$101M AUM2.75%$3M8.6KQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM2.67%$412M1.28MQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM2.62%$9M28.0KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM2.54%$57M175.6KQ1 2026OLDER
SCHARF INVESTMENTS, LLC$3.2B AUM2.54%$82M254.9KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM2.49%$318M984.1KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM2.38%$76M212.5KQ3 2025OLDER
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM2.35%$354M1.10MQ1 2026OLDER
CENTRAL SECURITIES CORP$1.2B AUM2.13%$26M80.0KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM1.92%$13M40.1KQ1 2026OLDER
Kampmann Melissa S.$125M AUM1.91%$2M7.4KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM1.90%$42M130.7KQ1 2026OLDER
Regency Capital Management Inc.\DE$224M AUM1.79%$4M12.2KQ4 2025OLDER
Suncoast Equity Management$833M AUM1.72%$14M44.4KQ1 2026OLDER
Haverford Financial Services, Inc.$336M AUM1.72%$6M17.9KQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM1.71%$8M23.6KQ2 2026
Miller Capital Partners, Inc.$208M AUM1.71%$4M11.0KQ1 2026OLDER
Bell Asset Management Ltd$340M AUM1.69%$6M17.8KQ1 2026OLDER
Dash Acquisitions Inc.$480M AUM1.61%$8M23.3KQ1 2026OLDER
ZEVIN ASSET MANAGEMENT LLC$723M AUM1.53%$11M34.3KQ1 2026OLDER
BRISTOL JOHN W & CO INC /NY/$6.1B AUM1.50%$91M283.1KQ1 2026OLDER
BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM1.47%$4M12.1KQ1 2026OLDER
Obermeyer Wealth Partners$2.2B AUM1.46%$32M98.4KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM1.44%$633M1.95MQ1 2026OLDER
DODGE & COX$182.0B AUM1.44%$2.6B8.12MQ1 2026OLDER
2Xideas AG$255M AUM1.30%$3M10.3KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM1.27%$22M63.7KQ4 2025OLDER
Avalon Trust Co$1.5B AUM1.27%$18M57.2KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM1.26%$2M6.7KQ1 2026OLDER
Warner Group LLC$153M AUM1.22%$2M5.8KQ1 2026OLDER
Union Heritage Capital, LLC$269M AUM1.19%$3M10.0KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM1.18%$183M567.5KQ1 2026OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM1.16%$7M22.0KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM1.15%$58M181.2KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM1.11%$21M65.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM1.11%$323M999.2KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM1.10%$39M120.0KQ1 2026OLDER
TOWER BRIDGE ADVISORS$1.0B AUM1.04%$11M33.5KQ1 2026OLDER
Live Oak Private Wealth LLC$717M AUM1.03%$7M22.9KQ1 2026OLDER
Haverford Trust Co$10.9B AUM1.02%$112M346.1KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM1.00%$25M71.0KQ3 2025OLDER
VIKING GLOBAL INVESTORS LP$35.7B AUM0.98%$351M1.09MQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.92%$2.8B8.36MQ1 2026OLDER
MOTCO$1.1B AUM0.91%$10M30.4KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.87%$23M71.5KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM0.85%$10M31.5KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.85%$531M1.64MQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.84%$952M2.95MQ1 2026OLDER
PRAGMA GESTAO DE PATRIMONIO LTD$189M AUM0.84%$2M4.9KQ1 2026OLDER
Violich Capital Management, Inc.$855M AUM0.81%$7M21.4KQ1 2026OLDER
Dockside LLC$397M AUM0.78%$3M9.6KQ1 2026OLDER
DAVIS R M INC$5.6B AUM0.73%$41M127.8KQ1 2026OLDER
Berman McAleer LLC$733M AUM0.73%$5M16.6KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.72%$1M4.4KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.71%$49M139.6KQ4 2025OLDER
Cannell & Spears LLC$5.1B AUM0.70%$35M109.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.67%$3M10.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.66%$631M1.96MQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.65%$393M1.22MQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.65%$10M31.2KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.64%$3M10.3KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.63%$162M502.5KQ1 2026OLDER
Koa Wealth Management, LLC$138M AUM0.62%$850,8482.6KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.61%$178M550.3KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.60%$7M21.6KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.59%$109M337.0KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.59%$10M27.6KQ1 2026OLDER
Foundation Wealth Management, LLC$148M AUM0.58%$855,5912.7KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.57%$6M16.5KQ3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.57%$12M33.7KQ3 2025OLDER
HM PAYSON & CO$6.9B AUM0.57%$39M122.2KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.56%$2M6.1KQ4 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.55%$2M5.8KQ4 2025OLDER
Yanni & Associates Investment Advisors, LLC$108M AUM0.55%$594,3881.8KQ2 2026
Legacy Wealth Asset Management, LLC$456M AUM0.55%$2M7.5KQ2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.55%$812M2.52MQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.53%$7M22.6KQ1 2026OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.53%$7M23.0KQ1 2026OLDER
PUREfi Wealth, LLC$153M AUM0.52%$672,8661.9KQ3 2025OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.51%$677,8382.1KQ1 2026OLDER
Motley Fool Wealth Management, LLC$884M AUM0.51%$5M14.0KQ1 2026OLDER
Capital World Investors$732.9B AUM0.51%$3.7B11.48MQ1 2026OLDER
KWMG, LLC$1.4B AUM0.51%$7M21.1KQ2 2026
Radnor Capital Management, LLC$676M AUM0.50%$3M10.5KQ1 2026OLDER
MQS Management LLC$148M AUM0.50%$861,4972.4KQ3 2025OLDER
EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM0.50%$150M463.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.50%$788,6872.2KQ4 2025OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.48%$1M4.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.48%$74M228.2KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.47%$1M3.6KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.47%$16M43.5KQ3 2025OLDER
Silver Lake Advisory, LLC$252M AUM0.46%$1M3.6KQ1 2026OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM0.46%$1.3B3.60MQ4 2025OLDER
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM0.46%$2M6.7KQ1 2026OLDER
Fischer Financial Services, Inc.$297M AUM0.46%$2M5.0KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.46%$47M144.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.46%$600M1.86MQ1 2026OLDER
Accuvest Global Advisors$107M AUM0.45%$484,0001.5KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.45%$4M11.8KQ1 2026OLDER
Lafayette Investments, Inc.$494M AUM0.44%$2M6.8KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.44%$12M35.8KQ1 2026OLDER
Citrine Capital LLC$231M AUM0.43%$990,9353.1KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.42%$29M90.2KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.42%$11M34.8KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.42%$3M100Q1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.41%$3M10.4KQ1 2026OLDER
Cercano Management LLC$2.3B AUM0.41%$11M30.4KQ4 2025OLDER
Bridgewater Advisors Inc.$1.7B AUM0.40%$7M21.9KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.40%$4M12.9KQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.40%$2M7.2KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.39%$136M421.6KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.38%$23M72.3KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.38%$48M148.3KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.37%$1M3.6KQ2 2026
AIRE ADVISORS, LLC$547M AUM0.37%$2M6.3KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.37%$9M26.6KQ1 2026OLDER
SPWM Advisors LLC$115M AUM0.37%$423,5931.3KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.37%$558,2341.7KQ2 2026
MARKEL GROUP INC.$11.9B AUM0.37%$44M135.8KQ1 2026OLDER
MidWestOne Financial Group, Inc.$900M AUM0.36%$3M9.1KQ4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.35%$9M26.4KQ1 2026OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.35%$3M8.7KQ2 2026
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.35%$31M96.7KQ1 2026OLDER
WESTCO ADVISORY SERVICES INC /ADV$163M AUM0.34%$549,7871.6KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.33%$452,5381.4KQ1 2026OLDER
Armor Investment Advisors, LLC$278M AUM0.33%$918,7282.8KQ1 2026OLDER
Triumph Capital Management$491M AUM0.33%$2M5.0KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.33%$28M86.4KQ1 2026OLDER
R Squared Ltd$182M AUM0.32%$748,4612.1KQ3 2025OLDER
Rinkey Investments$391M AUM0.32%$1M3.4KQ3 2025OLDER
K.J. Harrison & Partners Inc$608M AUM0.32%$2M6.0KQ1 2026OLDER
MOKAN Wealth Management Inc.$226M AUM0.31%$711,3142.2KQ1 2026OLDER
BIRCH FINANCIAL GROUP, LLC$171M AUM0.31%$532,7811.7KQ1 2026OLDER
Directional Asset Management$109M AUM0.31%$338,9191.1KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.31%$3M9.7KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.30%$9M25.8KQ4 2025OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.30%$623,84712.2KQ4 2025OLDER
CRUX WEALTH ADVISORS$261M AUM0.30%$780,8052.4KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.30%$9M27.1KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.29%$456,0881.4KQ1 2026OLDER
PFW Advisors LLC$318M AUM0.29%$929,2842.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.29%$588,1051.8KQ1 2026OLDER
Painted Porch Advisors LLC$210M AUM0.29%$601,6621.9KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.29%$2M6.3KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.29%$3M9.6KQ3 2025OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.28%$4M10.9KQ2 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.28%$13M40.0KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.28%$726,9012.3KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.28%$2M4.7KQ1 2026OLDER
Northern Capital Management, Inc.$199M AUM0.27%$544,8531.7KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.27%$4M11.6KQ3 2025OLDER
Redwood Family Wealth LLC$102M AUM0.27%$274,453850Q1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.26%$613,2821.9KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.26%$40M122.8KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.26%$2M6.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.26%$37M114.0KQ1 2026OLDER
Future Fund LLC$284M AUM0.26%$728,5142.3KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.26%$17M52.7KQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.25%$497,8671.5KQ2 2026
Capital International, Inc./CA/$13.0B AUM0.25%$32M98.9KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.25%$6,66518.7KQ3 2025OLDER
WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM0.24%$854,3992.6KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.24%$2M6.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.24%$58M180.9KQ1 2026OLDER
Canoe Financial LP$7.3B AUM0.24%$18M55.2KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.24%$15M46.2KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.24%$4M10.0KQ4 2025OLDER
BEACON FINANCIAL GROUP$1.0B AUM0.23%$2M7.2KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.23%$1M3.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.23%$204M630.8KQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM0.23%$360,1461.0KQ3 2025OLDER
LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM0.22%$613,2821.9KQ1 2026OLDER
ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM0.22%$527,9081.5KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.22%$2M4.6KQ4 2025OLDER
Beirne Wealth Consulting Services, LLC$354M AUM0.22%$926,1672.6KQ3 2025OLDER
Optimize Financial Inc$203M AUM0.22%$451,2461.4KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.22%$612,6361.9KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.22%$1M3.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.21%$950,6592.7KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.21%$847,2652.4KQ4 2025OLDER
Wealthspire Retirement, LLC$1.7B AUM0.21%$4M11.0KQ1 2026OLDER
UPTICK PARTNERS, LLC$502M AUM0.21%$1M3.3KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.21%$360,2221.1KQ1 2026OLDER
Cumberland Partners Ltd$1.3B AUM0.21%$3M9.7KQ4 2025OLDER
Ehrenkranz Partners L.P.$126M AUM0.21%$265,002821Q1 2026OLDER
RiverGlades Family Offices LLC$170M AUM0.21%$355,0581.1KQ1 2026OLDER
Roehl & Yi Investment Advisors, LLC$230M AUM0.21%$474,2511.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.21%$4M13.8KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.20%$594,8841.8KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.20%$652,6612.0KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.20%$988,6703.1KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.20%$1M3.3KQ1 2026OLDER
Dynamic Financial Group$122M AUM0.20%$245,958762Q1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.20%$305,948867Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.20%$1.1B3.32MQ1 2026OLDER
Exchange Bank$161M AUM0.20%$284,420806Q4 2025OLDER
Biltmore Family Office, LLC$716M AUM0.19%$1M4.2KQ1 2026OLDER
Prairie Wealth Advisors, Inc.$231M AUM0.19%$440,9170Q1 2026OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.19%$442,1591.3KQ4 2025OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.19%$3M10.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.19%$8M25.7KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.19%$551,9541.7KQ1 2026OLDER
FIL Ltd$128.7B AUM0.19%$241M746.0KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.19%$428,0061.3KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.19%$16M50.8KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.19%$29M90.4KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.19%$3M8.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.18%$499,5691.4KQ3 2025OLDER
CrossGen Wealth, LLC$114M AUM0.18%$205,288636Q1 2026OLDER
Adelphi Trust Co$151M AUM0.18%$220,782684Q1 2026OLDER
LBMC INVESTMENT ADVISORS, LLC$1.6B AUM0.18%$3M9.1KQ1 2026OLDER
Mendel Money Management$239M AUM0.18%$428,0061.3KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.18%$2M4.9KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.18%$1M4.1KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.18%$2M4.8KQ3 2025OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.18%$4M13.9KQ1 2026OLDER
Permanens Capital L.P.$776M AUM0.18%$1M3.9KQ4 2025OLDER
Clifford Group, LLC$130M AUM0.18%$229,284710Q1 2026OLDER
Nordwand Advisors, LLC$572M AUM0.17%$995,7763.1KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.17%$434,3951.2KQ4 2025OLDER
ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM0.17%$970,4473.0KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.17%$14M42.6KQ1 2026OLDER
111 Capital$406M AUM0.17%$901,0782.5KQ3 2025OLDER
Impact Investors, Inc$144M AUM0.17%$246,179698Q4 2025OLDER
Avanza Fonder AB$3.6B AUM0.17%$6M19.0KQ1 2026OLDER
Broadway Wealth Solutions, Inc.$193M AUM0.17%$327,2991.0KQ1 2026OLDER
First National Bank of Hutchinson$157M AUM0.17%$319,139895Q3 2025OLDER
AVIVA PLC$59.6B AUM0.17%$100M310.3KQ1 2026OLDER
JM2 Capital Inc.$121M AUM0.17%$202,060626Q1 2026OLDER
Ducere Wealth Management LLC$259M AUM0.17%$432,4541.2KQ1 2026OLDER
Heritage Family Offices, LLP$225M AUM0.17%$376,0171.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.17%$50M153.4KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.17%$618,1241.9KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.16%$30M93.3KQ1 2026OLDER
JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM0.16%$8M25.6KQ1 2026OLDER
Act Two Investors LLC$453M AUM0.16%$734,3252.3KQ1 2026OLDER
Game Creek Capital, LP$301M AUM0.16%$484,1701.5KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.16%$10M30.2KQ1 2026OLDER
FreeGulliver LLC$237M AUM0.16%$433,3371.2KQ4 2025OLDER
Sompo Asset Management Co., Ltd.$545M AUM0.16%$868,2782.7KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM0.16%$1M4.1KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.16%$1M4.2KQ3 2025OLDER
West Family Investments, Inc.$285M AUM0.16%$445,7591.4KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.16%$324,3941.0KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.15%$483,2021.5KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.15%$377,9751.2KQ1 2026OLDER
Curated Wealth Partners LLC$794M AUM0.15%$1M3.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.15%$177M547.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.15%$20M63.0KQ1 2026OLDER
Evernest Financial Advisors, LLC$481M AUM0.15%$722,0292.2KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.15%$2M5.2KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.15%$37M115.0KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.15%$194,638603Q1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.15%$571,9661.8KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.15%$207,225642Q1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.15%$879,8982.7KQ1 2026OLDER
One Wealth Map LLC$213M AUM0.15%$311,5101.0KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.15%$1M4.2KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.15%$2M5.3KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.15%$3M9.9KQ2 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.15%$56M174.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.14%$316M979.8KQ1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.14%$213,035660Q1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.14%$2M7.6KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.14%$9M26.4KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.14%$356,5801.0KQ3 2025OLDER
Gibbs Wealth Management$762M AUM0.14%$1M3.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.14%$257M797.4KQ1 2026OLDER
Aerodigm Wealth, LLC$266M AUM0.14%$367,9691.1KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.14%$375,4821.1KQ4 2025OLDER
Keystone Financial Services$341M AUM0.14%$468,9991.5KQ1 2026OLDER
Fosun International Ltd$399M AUM0.14%$541,3021.7KQ1 2026OLDER
LifeGoal Investments, LLC$218M AUM0.14%$295,204890Q2 2026
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.14%$50M142.6KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.13%$2M4.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.13%$146M451.9KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.13%$72M223.2KQ1 2026OLDER
Arrowroot Family Office, LLC$302M AUM0.13%$405,3151.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.13%$19M58.3KQ1 2026OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.13%$8M24.5KQ1 2026OLDER
Granite Group Advisors, LLC$165M AUM0.13%$219,925682Q1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.13%$469,6451.5KQ1 2026OLDER
Amundi$367.1B AUM0.13%$485M1.50MQ1 2026OLDER
Three Magnolias Financial Advisors, LLC$157M AUM0.13%$211,728600Q4 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.13%$1M4.2KQ1 2026OLDER
Creekside Partners$243M AUM0.13%$316,970982Q1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.13%$703,4142.2KQ1 2026OLDER
Daybright Advisory Services, Inc.$361M AUM0.13%$458,0251.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.13%$5M16.3KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.13%$12M36.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.12%$33M102.4KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.12%$242,408751Q1 2026OLDER
Ethic Inc.$6.4B AUM0.12%$8M24.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.12%$32M98.0KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.12%$11M34.0KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.12%$2M5.9KQ1 2026OLDER
Leslie Global Wealth, LLC$190M AUM0.12%$233,693724Q1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.12%$189,301589Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.12%$73M225.8KQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.12%$2M5.5KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.12%$5M14.0KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.12%$289,373896Q1 2026OLDER
Ally Financial Inc.$804M AUM0.12%$968,3403.0KQ1 2026OLDER
Blue Water Asset Management$289M AUM0.12%$346,4911.1KQ1 2026OLDER
LeClair Wealth Partners LLC$289M AUM0.12%$346,4911.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.12%$10M29.6KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.12%$285,983886Q2 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.12%$363,970912Q1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.12%$403,7981.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.12%$1.8B5.64MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.12%$2.0B5.57MQ1 2026OLDER
Newton One Investments LLC$368M AUM0.12%$432,0411.3KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.12%$22M69.2KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.12%$806,9502.5KQ1 2026OLDER
National Pension Service$131.7B AUM0.12%$153M475.5KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.12%$11M35.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.12%$7M20.5KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.12%$24M68.1KQ4 2025OLDER
Factor Wealth Management LTD$661M AUM0.12%$764,2142.3KQ2 2026
Tranquility Partners, LLC$265M AUM0.12%$305,350946Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.12%$13M41.8KQ1 2026OLDER
Platform Wealth Management, LLC$376M AUM0.11%$429,8081.2KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.11%$461,5671.3KQ4 2025OLDER
FIRST FOUNDATION ADVISORS$2.5B AUM0.11%$3M8.7KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.11%$11M34.1KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.11%$54M168.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.11%$1M4.5KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.11%$355,0581.1KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.11%$876,14312.6KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.11%$372,8111.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.11%$193M599.3KQ1 2026OLDER
Sunflower Bank, N.A.$392M AUM0.11%$436,3991.4KQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM0.11%$1M4.5KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.11%$1M2.8KQ3 2025OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.11%$243,053753Q1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.11%$72M222.2KQ1 2026OLDER
STEINBERGANNA WEALTH MANAGEMENT$208M AUM0.11%$229,819712Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.11%$79M244.2KQ1 2026OLDER
Czech National Bank$18.3B AUM0.11%$20M60.8KQ2 2026
IFM Investors Pty Ltd$12.0B AUM0.11%$13M40.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.11%$4.4B13.58MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.11%$59M181.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.11%$94M291.3KQ1 2026OLDER
Dougherty Wealth Advisers LLC$158M AUM0.11%$171,073530Q1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.11%$3M9.1KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.11%$1M3.1KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.11%$7M21.4KQ1 2026OLDER
Alpha Family Trust$206M AUM0.11%$222,718690Q1 2026OLDER
Tredje AP-fonden$18.3B AUM0.11%$20M61.1KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.11%$9M26.7KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.11%$189,795588Q1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.11%$2M4.6KQ4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.11%$2M6.5KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.11%$18M56.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.11%$100M309.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.11%$123M380.6KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.11%$3M10.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.10%$8M24.6KQ1 2026OLDER
RDA Financial Network$459M AUM0.10%$481,2821.5KQ2 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.10%$1.7B5.24MQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.10%$2M4.8KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.10%$506,1751.6KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM0.10%$366,0331.1KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.10%$1M4.1KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.10%$7.1B20.17MQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.10%$3M10.0KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.10%$468,3131.5KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.10%$44M137.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.10%$3.0B9.22MQ1 2026OLDER
Martin Investment Management, LLC$334M AUM0.10%$342,1471.1KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.10%$978,0233.0KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.10%$35M108.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.10%$396M1.23MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.10%$117M361.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.10%$433M1.34MQ1 2026OLDER
Quantum Financial Advisors, LLC$1.0B AUM0.10%$891,4202.5KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.10%$2M5.9KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.10%$31M112.0KQ1 2026OLDER
Blue Sparrow, LLC /DE$5.8B AUM0.10%$6M18.0KQ1 2026OLDER
Alta Advisers Ltd$276M AUM0.10%$274,363850Q1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.10%$1M3.5KQ2 2026
MIZUHO SECURITIES USA LLC$4.2B AUM0.10%$4M13.0KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.10%$9M28.6KQ1 2026OLDER
BANTAMAC CAPITAL, LLC$186M AUM0.10%$203,965578Q4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.10%$8M25.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.10%$2M5.8KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.10%$9M26.4KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.10%$20M57.0KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.10%$19M58.8KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.10%$4M13.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.10%$33M102.0KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.10%$5M16.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.10%$18M56.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.09%$154M475.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.09%$72M224.3KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.09%$39M120.6KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.09%$144M447.3KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.09%$19M58.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.09%$1M3.2KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.09%$6M15.9KQ3 2025OLDER
Revisor Wealth Management LLC$362M AUM0.09%$334,4021.0KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.09%$22M66.9KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.09%$10M29.2KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.09%$85M262.9KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$521,0881.6KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.09%$497,5351.5KQ2 2026
BlackRock, Inc.$5.72T AUM0.09%$5.2B16.15MQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.09%$605,3661.7KQ4 2025OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.09%$2M6.5KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.09%$19M52.6KQ3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.09%$30M94.2KQ1 2026OLDER
Flower City Capital$227M AUM0.09%$203,326613Q2 2026
GLENMEDE TRUST CO NA$20.4B AUM0.09%$18M56.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.09%$10M32.3KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.09%$556,4721.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.09%$672M2.08MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.09%$27M84.9KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.09%$448,9841.4KQ1 2026OLDER
Sandy Cove Advisors, LLC$400M AUM0.09%$353,0171.1KQ2 2026
STRS OHIO$25.2B AUM0.09%$22M68.8KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.09%$249,896726Q3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.09%$29M88.8KQ1 2026OLDER
MPS Loria Financial Planners, LLC$379M AUM0.09%$332,4641.0KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.09%$15M46.1KQ1 2026OLDER
Lewis Asset Management, LLC$245M AUM0.09%$214,904609Q4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.09%$23M70.3KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.09%$2M5.9KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.09%$208,843647Q1 2026OLDER
ALLSTATE CORP$9.4B AUM0.09%$8M25.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.09%$9M27.0KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.09%$206,902641Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.09%$35M107.5KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.09%$754,3372.3KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.08%$2M6.1KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.08%$392,1781.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.08%$407M1.26MQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.08%$290,502900Q1 2026OLDER
Grove Street Fiduciary, LLC$227M AUM0.08%$202,200573Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.08%$526,1321.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.08%$405M1.25MQ1 2026OLDER
Legacy Wealth Partners, LLC$399M AUM0.08%$334,7231.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.08%$7M22.8KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.08%$490,9481.5KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.08%$645,5602.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.08%$4M11.8KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.08%$51M159.4KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.08%$51M158.6KQ1 2026OLDER
Busey Bank$3.7B AUM0.08%$3M9.4KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.08%$2M6.7KQ1 2026OLDER
Goldstream Capital Management Ltd$120M AUM0.08%$229,019649Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.08%$36M111.3KQ1 2026OLDER
GENESIS PRIVATE WEALTH, LLC$318M AUM0.08%$261,129809Q1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.08%$16M50.0KQ1 2026OLDER
Pacific Excel Wealth Advisors, Inc.$258M AUM0.08%$212,259640Q2 2026
Crane Advisory, LLC$668M AUM0.08%$546,9401.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.08%$151M469.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.08%$45M139.3KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.08%$2M5.6KQ3 2025OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.08%$6M19.3KQ1 2026OLDER
Cache Advisors, LLC$866M AUM0.08%$701,4012.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.08%$349M1.08MQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.08%$2M7.0KQ1 2026OLDER
Weaver Consulting Group$420M AUM0.08%$337,6521.0KQ1 2026OLDER
Hudock, Inc.$680M AUM0.08%$546,0971.7KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.08%$3M10.7KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.08%$732,4162.1KQ3 2025OLDER

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