ASTRAZENECA PLC
CUSIP G0593M107
Astrazeneca PLC has 1,295 institutional holders in Filings Flow’s 13F database, together reporting 741.09M shares worth $142.0B as of Q1 2026. The largest reported holders are Investor AB, Vanguard Capital Management LLC, and Capital International Investors.
Institutional Holders
1,295
Q1 2026
Reported Value
$142.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| INVESTOR AB$15.1B AUM | 67.27% | $10.2B | 51.59M | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 18.99% | $32M | 167.6K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 18.96% | $3.2B | 165.1K | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 17.66% | $1.4B | 7.42M | Q1 2026OLDER |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 15.60% | $946M | 4.88M | Q1 2026OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 13.37% | $226M | 1.16M | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 11.39% | $97M | 498.1K | Q1 2026OLDER |
| SALT Holding Corp.$165M AUM | 11.11% | $18M | 93.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 10.74% | $21M | 106.8K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 8.84% | $325M | 1.68M | Q1 2026OLDER |
| NatWest Group plc$462M AUM | 8.72% | $40M | 204.4K | Q1 2026OLDER |
| Martin Investment Management, LLC$334M AUM | 8.27% | $28M | 140.1K | Q1 2026OLDER |
| Exane Asset Management$489M AUM | 7.69% | $38M | 222.5K | Q1 2026OLDER |
| BOONE CAPITAL MANAGEMENT LLC$326M AUM | 6.65% | $22M | 110.1K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 6.23% | $1.6B | 8.05M | Q2 2026 |
| DNCA FINANCE$1.7B AUM | 6.13% | $107M | 552.9K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 5.77% | $556M | 2.86M | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 5.20% | $482M | 2.45M | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 4.95% | $1.2B | 5.95M | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 4.86% | $7M | 34.6K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 4.48% | $367M | 1.89M | Q1 2026OLDER |
| 111 Capital$406M AUM | 4.48% | $18M | 93.5K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 4.26% | $2.0B | 10.30M | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 4.22% | $817M | 4.20M | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 4.17% | $42M | 216.9K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 4.14% | $347M | 236.3K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 3.94% | $14M | 71.0K | Q1 2026OLDER |
| Artia Global Partners LP$499M AUM | 3.77% | $19M | 95.4K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 3.60% | $2.1B | 11.09M | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 3.54% | $73M | 369.0K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 3.42% | $92M | 472.3K | Q1 2026OLDER |
| Sofinnova Investments, Inc.$2.6B AUM | 3.42% | $90M | 456.0K | Q1 2026OLDER |
| Clayton Partners LLC$138M AUM | 3.32% | $5M | 23.1K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 3.30% | $19M | 99.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 3.13% | $3.6B | 18.54M | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 3.03% | $393M | 2.01M | Q1 2026OLDER |
| Artemis Investment Management LLP$9.4B AUM | 2.98% | $281M | 1.44M | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 2.93% | $140M | 954.8K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 2.92% | $178M | 914.8K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 2.89% | $13M | 65.2K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 2.87% | $5M | 26.0K | Q1 2026OLDER |
| Cox Capital Mgt LLC$151M AUM | 2.83% | $4M | 21.6K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 2.83% | $3.6B | 18.21M | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 2.75% | $76M | 387.3K | Q1 2026OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 2.62% | $132M | 670.2K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 2.62% | $191M | 984.6K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.51% | $147M | 744.7K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 2.50% | $168M | 864.0K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 2.48% | $474M | 2.44M | Q1 2026OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 2.36% | $49M | 250.0K | Q1 2026OLDER |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 2.35% | $9M | 48.1K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 2.27% | $162M | 821.6K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 2.23% | $2.5B | 12.94M | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 2.21% | $2M | 11.2K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 2.19% | $5M | 25.1K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 2.19% | $38M | 190.6K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 2.18% | $29M | 145.7K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 2.14% | $44M | 234.7K | Q2 2026 |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 2.13% | $3M | 13.0K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 2.11% | $3M | 16.1K | Q2 2026 |
| DRW Securities, LLC$7.2B AUM | 2.10% | $151M | 767.0K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 2.08% | $7M | 36.7K | Q2 2026 |
| Samjo Management, LLC$231M AUM | 2.07% | $5M | 24.7K | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 2.07% | $69M | 372.9K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 2.03% | $2M | 11.6K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 1.99% | $151M | 765.0K | Q1 2026OLDER |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 1.96% | $12M | 62.5K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 1.92% | $163M | 841.9K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 1.85% | $127M | 863.6K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 1.75% | $3M | 17.0K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.73% | $12M | 63.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 1.72% | $1.5B | 7.62M | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.70% | $2M | 8.8K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 1.66% | $5M | 27.3K | Q1 2026OLDER |
| Sanders Capital, LLC$83.9B AUM | 1.66% | $1.4B | 7.07M | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.59% | $81M | 410.2K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 1.58% | $6.7B | 34.39M | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 1.56% | $2M | 9.7K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 1.54% | $587M | 2.98M | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 1.54% | $9M | 58.9K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 1.51% | $52M | 265.6K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.47% | $44M | 263.5K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.47% | $4M | 22.0K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 1.38% | $31M | 158.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 1.35% | $16M | 79.5K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.33% | $4M | 19.1K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 1.33% | $1.3B | 6.53M | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 1.33% | $38M | 193.1K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 1.30% | $9M | 43.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 1.29% | $415M | 2.09M | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 1.27% | $525M | 2.66M | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 1.26% | $2M | 11.2K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 1.25% | $9M | 45.3K | Q2 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 1.25% | $377M | 1.94M | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.23% | $74M | 377.6K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 1.23% | $2M | 9.2K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.22% | $26M | 133.6K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 1.17% | $3M | 15.9K | Q2 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 1.17% | $870M | 4.60M | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 1.16% | $1M | 7.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 1.16% | $5.0B | 25.85M | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.14% | $3M | 16.5K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 1.13% | $78M | 401.6K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 1.11% | $2.3B | 11.95M | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 1.11% | $367M | 1.87M | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 1.10% | $15M | 74.0K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 1.05% | $6M | 32.5K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 1.04% | $39M | 199.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 1.04% | $15M | 164.7K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.03% | $160M | 826.4K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 1.03% | $35M | 176.9K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 1.02% | $6M | 30.1K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 1.01% | $44M | 222.1K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 1.00% | $127M | 657.2K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.98% | $23M | 115.3K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.98% | $80M | 410.8K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.97% | $4M | 20.3K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.95% | $1M | 6.7K | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.93% | $13M | 70.6K | Q2 2026 |
| CHANNEL WEALTH LLC$413M AUM | 0.93% | $4M | 19.5K | Q1 2026OLDER |
| Gray Foundation$397M AUM | 0.91% | $4M | 18.3K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.89% | $17M | 91.1K | Q2 2026 |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.89% | $34M | 170.3K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.89% | $1.0B | 5.16M | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.88% | $20M | 104.0K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.86% | $11M | 58.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.86% | $4.6B | 23.75M | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.86% | $3M | 17.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.86% | $3.5B | 17.79M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.84% | $386M | 1.99M | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 0.83% | $1M | 5.4K | Q1 2026OLDER |
| HARDING LOEVNER LP$9.7B AUM | 0.83% | $80M | 410.8K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.83% | $3.0B | 15.39M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.81% | $21M | 1.4K | Q2 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.79% | $47M | 241.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.79% | $2.4B | 12.13M | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.78% | $1M | 7.1K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.77% | $46M | 232.9K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.77% | $10M | 50.1K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.77% | $6M | 31.2K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.77% | $1M | 5.6K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.76% | $897,351 | 4.5K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.75% | $5.5B | 28.26M | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.75% | $35M | 178.2K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 0.74% | $995,334 | 5.1K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.73% | $118M | 600.1K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.73% | $2.1B | 10.85M | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.71% | $675M | 3.48M | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.71% | $433M | 2.22M | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.71% | $910M | 4.65M | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.70% | $3M | 13.1K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.69% | $1.2B | 6.17M | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.69% | $2M | 10.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.68% | $10M | 53.2K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.68% | $14M | 68.9K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.68% | $8M | 40.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.67% | $33M | 169.6K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.66% | $151M | 768.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.66% | $2.6B | 13.20M | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.65% | $6M | 32.7K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.65% | $5M | 27.5K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.65% | $10M | 49.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.64% | $745M | 3.84M | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 0.64% | $2M | 9.1K | Q1 2026OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.64% | $284M | 1.52M | Q2 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.62% | $29M | 147.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.62% | $2M | 10.9K | Q2 2026 |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.62% | $782,175 | 4.0K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.61% | $6M | 28.7K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.60% | $1M | 7.5K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.60% | $186M | 957.0K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.60% | $15M | 81.3K | Q2 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.59% | $210M | 1.06M | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.59% | $646,857 | 3.3K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.59% | $5M | 23.6K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.59% | $16M | 80.1K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.58% | $3M | 16.6K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.58% | $702,732 | 3.7K | Q2 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.58% | $937,189 | 4.8K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.57% | $7M | 33.7K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.57% | $1M | 7.5K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.57% | $1M | 6.3K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.56% | $33M | 168.8K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 0.55% | $20M | 100.0K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.54% | $261M | 1.35M | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 0.54% | $1M | 7.3K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.53% | $5M | 24.1K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 0.53% | $1M | 6.0K | Q2 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 0.51% | $1M | 7.4K | Q2 2026 |
| Swedbank AB$95.1B AUM | 0.51% | $487M | 2.47M | Q1 2026OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.51% | $7M | 36.6K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.50% | $7M | 33.3K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.49% | $914M | 4.65M | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.49% | $1M | 7.1K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.49% | $4M | 19.0K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.49% | $4M | 18.1K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.49% | $652,798 | 3.3K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.48% | $56M | 286.0K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.48% | $6M | 28.8K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.47% | $1M | 6.6K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.46% | $8M | 83.4K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.46% | $2M | 7.8K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.45% | $1M | 6.5K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.45% | $1M | 6.0K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.45% | $28M | 143.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.45% | $5M | 26.6K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.44% | $4M | 19.49M | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.44% | $8M | 40.4K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.44% | $14M | 73.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.44% | $151M | 770.8K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.44% | $29M | 148.4K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.43% | $12M | 58.5K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.43% | $1M | 6.7K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.43% | $413M | 2.09M | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.42% | $509,775 | 2.6K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 0.42% | $986,612 | 5.6K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.42% | $448,374 | 2.3K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.42% | $2M | 9.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.42% | $389M | 2.00M | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.42% | $3M | 12.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.41% | $16M | 80.8K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.41% | $6M | 31.7K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.41% | $3M | 16.6K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.40% | $405,785 | 2.1K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.40% | $3M | 15.0K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.40% | $2M | 12.6K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.40% | $6M | 31.0K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.40% | $8M | 41.7K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.40% | $1M | 6.7K | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.39% | $519M | 2.64M | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.39% | $22M | 112.4K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.39% | $4M | 20.5K | Q2 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.39% | $1M | 5.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.38% | $368M | 1.87M | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.38% | $5M | 25.6K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.38% | $718,670 | 3.6K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.38% | $828,718 | 4.2K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 0.38% | $446,908 | 2.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.38% | $902M | 1.41M | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.37% | $418M | 2.14M | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.37% | $127M | 642.1K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.36% | $4M | 18.0K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.36% | $650,234 | 3.3K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.36% | $5M | 25.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.36% | $2.0B | 10.39M | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.36% | $1.3B | 6.78M | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.36% | $15M | 78.5K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.35% | $4M | 18.4K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.34% | $3M | 16.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.34% | $14M | 72.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.34% | $282M | 1.44M | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.33% | $2M | 7.8K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.33% | $1.0B | 5.28M | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.33% | $1M | 7.0K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.33% | $3M | 15.9K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.33% | $2M | 8.1K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.33% | $12M | 60.2K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.33% | $688,947 | 3.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.32% | $757M | 3.91M | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.32% | $250M | 1.27M | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.32% | $256M | 1.35M | Q2 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.31% | $383M | 1.97M | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.31% | $3M | 14.3K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.31% | $476,484 | 2.4K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.31% | $11M | 54.8K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.31% | $5M | 22.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.31% | $1M | 7.6K | Q2 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.31% | $797,268 | 4.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.31% | $5.8B | 29.60M | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.31% | $2.0B | 10.10M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.30% | $19M | 94.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.30% | $3M | 13.7K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.30% | $378,465 | 1.9K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.30% | $416,331 | 2.1K | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 0.30% | $1M | 6.6K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.30% | $402,915 | 2.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.30% | $10M | 50.5K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.30% | $331,922 | 1.7K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.30% | $1M | 12.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.30% | $13M | 66.5K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.29% | $1M | 5.5K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.29% | $537,030 | 2.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.29% | $2M | 10.5K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.29% | $16M | 85.1K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.29% | $323,443 | 1.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.29% | $762,847 | 3.9K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.29% | $2M | 11.0K | Q2 2026 |
| TLWM$615M AUM | 0.29% | $2M | 9.3K | Q2 2026 |
| Gradient Investments LLC$7.2B AUM | 0.28% | $21M | 108.1K | Q2 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.28% | $463,446 | 2.4K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.28% | $1M | 6.7K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.28% | $166M | 828.4K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.28% | $290,277 | 1.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.28% | $2M | 13.1K | Q2 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.27% | $24M | 124.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.27% | $3.8B | 19.06M | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 0.27% | $586,927 | 3.0K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.27% | $3M | 13.3K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.27% | $618,087 | 3.1K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.27% | $1M | 6.0K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.27% | $38M | 195.8K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.27% | $7M | 37.5K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.27% | $441,378 | 2.2K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.27% | $5M | 27.8K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.27% | $535,353 | 2.8K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 0.26% | $1M | 5.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.26% | $596,393 | 3.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.26% | $1.1B | 5.75M | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.26% | $1.1B | 5.50M | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.26% | $27M | 139.4K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.26% | $580,048 | 3.1K | Q2 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.26% | $909,381 | 4.6K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.26% | $673,822 | 3.4K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.26% | $447,098 | 2.3K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.25% | $6M | 32.5K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 0.25% | $45M | 226.5K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.25% | $427,376 | 2.2K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.25% | $549,060 | 2.8K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.25% | $323,443 | 1.6K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.25% | $4M | 22.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.25% | $2.2B | 11.08M | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 0.24% | $760,187 | 4.0K | Q2 2026 |
| Finward Bancorp$125M AUM | 0.24% | $305,297 | 1.5K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.24% | $805,957 | 4.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.24% | $1.3B | 6.67M | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.24% | $344,149 | 1.7K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.24% | $777,047 | 3.9K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.24% | $271,572 | 1.4K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.23% | $71M | 365.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.23% | $3.6B | 18.59M | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.23% | $8M | 40.0K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.23% | $507,053 | 2.6K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.22% | $1M | 5.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.22% | $97M | 498.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.22% | $122M | 628.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.22% | $8.8B | 45.04M | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 0.22% | $370,774 | 1.9K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.22% | $10M | 50.6K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.21% | $2M | 8.3K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.21% | $881,179 | 4.5K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.21% | $822,204 | 4.2K | Q2 2026 |
| Vertrix Wealth Management, LLC$297M AUM | 0.21% | $632,193 | 3.3K | Q2 2026 |
| Investment Management Trust, LLC$103M AUM | 0.21% | $216,153 | 1.1K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.21% | $6M | 29.8K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.21% | $739,575 | 3.8K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.21% | $328,371 | 1.7K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.21% | $8M | 43.8K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.21% | $28M | 142.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.21% | $21M | 108.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.21% | $9M | 45.2K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.21% | $388,618 | 2.0K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.20% | $1M | 6.8K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.20% | $491,165 | 2.5K | Q1 2026OLDER |
| Security National Bank$838M AUM | 0.20% | $2M | 9.0K | Q2 2026 |
| Sagewood Asset Management LP$319M AUM | 0.20% | $646,882 | 3.3K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.20% | $206,292 | 1.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.20% | $149M | 754.1K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.20% | $1M | 5.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.20% | $2M | 9.8K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.20% | $545,120 | 2.8K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.20% | $2M | 11.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.20% | $3M | 18.1K | Q2 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.20% | $13M | 64.2K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.20% | $19M | 97.7K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.20% | $398,188 | 2.0K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.20% | $899,520 | 4.6K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.20% | $561,288 | 2.8K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.20% | $888,673 | 4.5K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.19% | $50M | 255.5K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.19% | $1M | 6.7K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.19% | $1M | 5.3K | Q2 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.19% | $56M | 288.7K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.19% | $306,874 | 1.6K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.19% | $1M | 6.2K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.19% | $2M | 10.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.19% | $371,387 | 1.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.19% | $1.2B | 6.30M | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.19% | $17M | 84.7K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.18% | $5M | 27.2K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.18% | $536,636 | 2.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.18% | $356M | 1.81M | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.18% | $3M | 15.9K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.18% | $314,167 | 1.7K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.18% | $3M | 15.8K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.18% | $294,252 | 1.5K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.18% | $1M | 5.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.18% | $537,046 | 2.7K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.18% | $17M | 87.3K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.18% | $591,857 | 3.0K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.18% | $251,850 | 1.3K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.18% | $16M | 79.7K | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 0.18% | $342,571 | 1.7K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.18% | $1M | 5.3K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.18% | $805,446 | 4.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.18% | $11M | 55.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.18% | $7M | 34.7K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.18% | $1M | 5.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.18% | $23M | 119.3K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.17% | $463,861 | 2.4K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.17% | $24M | 122.4K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.17% | $671,065 | 3.5K | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.17% | $236,467 | 1.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.17% | $10M | 53.1K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 0.17% | $315,946 | 1.6K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.17% | $346,638 | 1.7K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.17% | $1M | 9.7K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.17% | $42M | 211.4K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.17% | $240,511 | 1.2K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.17% | $2M | 8.8K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.17% | $224,436 | 1.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.17% | $3M | 15.8K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.17% | $50M | 257.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.17% | $34M | 170.7K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.17% | $406,076 | 2.1K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.17% | $5M | 23.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.17% | $93M | 473.4K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.17% | $252,047 | 1.3K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.16% | $28M | 143.9K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.16% | $581,799 | 3.0K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.16% | $27M | 137.1K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.16% | $2M | 12.6K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.16% | $879,798 | 4.5K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.16% | $2M | 10.0K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.16% | $784,147 | 4.0K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.16% | $1M | 7.3K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.16% | $493,050 | 2.5K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$665M AUM | 0.16% | $1M | 5.6K | Q2 2026 |
| Seed Wealth Management, Inc.$145M AUM | 0.16% | $230,747 | 1.2K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.16% | $970,820 | 4.9K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.16% | $1M | 5.8K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.16% | $826,155 | 4.2K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.16% | $405,028 | 2.1K | Q2 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.16% | $1M | 6.7K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.16% | $548,760 | 2.9K | Q2 2026 |
| VestGen Investment Management$181M AUM | 0.16% | $282,281 | 1.4K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 0.15% | $258,358 | 1.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.15% | $6M | 32.7K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.15% | $302,535 | 1.5K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.15% | $247,708 | 1.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.15% | $5M | 24.5K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.15% | $615,454 | 3.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.15% | $4M | 21.1K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.15% | $1M | 5.6K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.15% | $254,808 | 1.3K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.15% | $211,507 | 1.1K | Q2 2026 |
| Legacy Wealth Advisors, LLC$196M AUM | 0.15% | $289,370 | 1.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.15% | $818,137 | 4.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.15% | $29M | 147.4K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.15% | $26M | 133.6K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.14% | $281,433 | 1.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.14% | $700,322 | 3.6K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 0.14% | $385,763 | 2.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.14% | $246,952 | 1.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.14% | $13M | 64.9K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.14% | $12M | 63.3K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.14% | $8M | 41.7K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.14% | $13M | 66.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.14% | $5M | 25.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.14% | $380M | 1.93M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.14% | $7M | 33.1K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.14% | $24M | 120.2K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.14% | $330,935 | 1.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.14% | $902M | 4.61M | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.14% | $331,976 | 1.7K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.14% | $243,764 | 1.2K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.14% | $330,539 | 1.7K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.14% | $2M | 11.0K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.14% | $218,417 | 1.1K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.14% | $236,072 | 1.2K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.14% | $1M | 6.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.13% | $16M | 80.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.13% | $14M | 69.7K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.13% | $3M | 17.0K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.13% | $351,249 | 1.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.13% | $34M | 170.4K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.13% | $4M | 19.3K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.13% | $381,804 | 1.9K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.13% | $3M | 14.8K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.13% | $364,265 | 1.8K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.13% | $483,189 | 2.5K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.13% | $809,391 | 4.1K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.13% | $1M | 7.3K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.13% | $151,859 | 770 | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.13% | $1M | 5.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.13% | $490,092 | 2.5K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.13% | $2M | 11.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.12% | $135M | 683.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.12% | $135M | 684.4K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.12% | $77M | 388.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.12% | $4M | 20.2K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.12% | $632,879 | 3.2K | Q2 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.12% | $3M | 13.8K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.12% | $2M | 12.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.12% | $1M | 7.3K | Q2 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.12% | $351,057 | 1.8K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.12% | $6M | 28.8K | Q1 2026OLDER |
| Fosun International Ltd$399M AUM | 0.12% | $478,653 | 2.4K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.12% | $276,108 | 1.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.12% | $447M | 2.27M | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.12% | $1M | 6.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.