AZNASTRAZENECA PLC
CUSIP G0593M107 · Yahoo Finance ↗ · Google Finance ↗
Astrazeneca PLC (AZN) has 1,294 institutional holders in Filings Flow’s 13F database, together reporting 747.63M shares worth $146.2B as of Q1 2026. The largest reported holders are Investor AB, Vanguard Capital Management LLC, and Capital International Investors.
Institutional Holders
1,294
Q1 2026
Reported Value
$146.2B
Ticker
AZN
Quarters Tracked
27
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 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.22% | $8.8B | 45.04M | Q1 2026 |
| Capital International Investors$426.5B AUM | 1.58% | $6.7B | 34.39M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.31% | $5.8B | 29.60M | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.75% | $5.5B | 28.26M | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 1.16% | $5.0B | 25.85M | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.86% | $4.6B | 23.75M | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.44% | $3.8B | 19.49M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.27% | $3.8B | 19.06M | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 3.10% | $3.6B | 18.54M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.23% | $3.6B | 18.59M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 2.83% | $3.6B | 18.21M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.86% | $3.5B | 17.79M | Q1 2026 |
| Amundi$367.1B AUM | 0.83% | $3.0B | 15.39M | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.65% | $2.6B | 13.20M | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 2.23% | $2.5B | 12.94M | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.79% | $2.4B | 12.13M | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 1.11% | $2.3B | 11.95M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.25% | $2.2B | 11.08M | Q1 2026 |
| AVIVA PLC$59.6B AUM | 3.60% | $2.1B | 11.09M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.73% | $2.1B | 10.85M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.36% | $2.0B | 10.39M | Q1 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 4.26% | $2.0B | 10.30M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.31% | $2.0B | 10.10M | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 1.72% | $1.5B | 7.62M | Q1 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 17.66% | $1.4B | 7.42M | Q1 2026 |
| Sanders Capital, LLC$83.9B AUM | 1.66% | $1.4B | 7.07M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.08% | $1.4B | 6.97M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.24% | $1.3B | 6.67M | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.36% | $1.3B | 6.78M | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 1.33% | $1.3B | 6.53M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.19% | $1.2B | 6.30M | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.69% | $1.2B | 6.17M | Q1 2026 |
| SEB Asset Management AB$23.4B AUM | 4.95% | $1.2B | 5.95M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.26% | $1.1B | 5.75M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.26% | $1.1B | 5.50M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.33% | $1.0B | 5.28M | Q1 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.89% | $1.0B | 5.16M | Q1 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 15.60% | $946M | 4.88M | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.49% | $914M | 4.65M | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.71% | $910M | 4.65M | Q1 2026 |
| Capital Research Global Investors$644.6B AUM | 0.14% | $902M | 4.61M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.38% | $902M | 1.41M | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 1.17% | $870M | 4.60M | Q1 2026 |
| M&G Plc$19.4B AUM | 4.22% | $817M | 4.20M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.32% | $757M | 3.91M | Q1 2026 |
| DekaBank Deutsche Girozentrale$60.6B AUM | 1.23% | $747M | 3.78M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.64% | $745M | 3.84M | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.71% | $675M | 3.48M | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 1.54% | $587M | 2.98M | Q1 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 5.77% | $556M | 2.86M | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 1.27% | $525M | 2.66M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.08% | $519M | 2.63M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.39% | $519M | 2.64M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.06% | $502M | 2.55M | Q1 2026 |
| Swedbank AB$95.1B AUM | 0.51% | $487M | 2.47M | Q1 2026 |
| ABN AMRO Bank N.V.$9.3B AUM | 5.20% | $482M | 2.45M | Q1 2026 |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 2.48% | $474M | 2.44M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.06% | $459M | 2.33M | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.65% | $457M | 2.33M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.12% | $447M | 2.27M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $440M | 2.23M | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.71% | $433M | 2.22M | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.37% | $418M | 2.14M | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 1.29% | $415M | 2.09M | Q1 2026 |
| Boston Partners$95.5B AUM | 0.43% | $413M | 2.09M | Q1 2026 |
| Border to Coast Pensions Partnership Ltd$5.9B AUM | 6.73% | $398M | 2.05M | Q1 2026 |
| Ninety One UK Ltd$44.7B AUM | 0.92% | $397M | 2.05M | Q1 2026 |
| Capital International, Inc./CA/$13.0B AUM | 3.03% | $393M | 2.01M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.42% | $389M | 2.00M | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.84% | $386M | 1.99M | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.31% | $383M | 1.97M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.14% | $380M | 1.93M | Q1 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 1.25% | $377M | 1.94M | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.38% | $368M | 1.87M | Q1 2026 |
| LGT Group Foundation$8.2B AUM | 4.48% | $367M | 1.89M | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 1.11% | $367M | 1.87M | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.18% | $356M | 1.81M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.11% | $343M | 1.74M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.06% | $326M | 1.65M | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 8.84% | $325M | 1.68M | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.53% | $296M | 1.52M | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.34% | $282M | 1.44M | Q1 2026 |
| Artemis Investment Management LLP$9.4B AUM | 2.98% | $281M | 1.44M | Q1 2026 |
| Korea Investment CORP$48.3B AUM | 0.54% | $261M | 1.35M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.03% | $259M | 1.31M | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.36% | $259M | 1.31M | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.32% | $250M | 1.27M | Q1 2026 |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 13.37% | $226M | 1.16M | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.59% | $210M | 1.06M | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 2.62% | $191M | 984.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.09% | $189M | 1.00M | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.60% | $186M | 957.0K | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.28% | $183M | 929.3K | Q1 2026 |
| Capital International Sarl$6.1B AUM | 2.92% | $178M | 914.8K | Q1 2026 |
| MUFG Securities EMEA plc$6.7B AUM | 2.50% | $168M | 864.0K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.28% | $166M | 828.4K | Q1 2026 |
| ASR Vermogensbeheer N.V.$8.5B AUM | 1.92% | $163M | 841.9K | Q1 2026 |
| SATURNA CAPITAL CORP$7.1B AUM | 2.27% | $162M | 821.6K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.03% | $160M | 826.4K | Q1 2026 |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.66% | $151M | 768.8K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 2.10% | $151M | 767.0K | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 1.99% | $151M | 765.0K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.44% | $151M | 770.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.20% | $149M | 754.1K | Q1 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.51% | $147M | 744.7K | Q1 2026 |
| Generali Asset Management SPA SGR$4.8B AUM | 2.93% | $140M | 954.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.12% | $135M | 684.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.12% | $135M | 683.8K | Q1 2026 |
| ORBIMED ADVISORS LLC$5.0B AUM | 2.62% | $132M | 670.2K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.09% | $131M | 663.9K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.08% | $129M | 661.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $129M | 651.6K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 1.00% | $127M | 657.2K | Q1 2026 |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 1.85% | $127M | 863.6K | Q1 2026 |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 0.37% | $127M | 642.1K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.12% | $126M | 641.3K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.22% | $122M | 628.5K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.73% | $118M | 600.1K | Q1 2026 |
| DNCA FINANCE$1.7B AUM | 6.13% | $107M | 552.9K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.10% | $97M | 492.4K | Q1 2026 |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 11.39% | $97M | 498.1K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.22% | $97M | 498.7K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.05% | $96M | 487.0K | Q1 2026 |
| PGGM Investments$5.7B AUM | 1.66% | $95M | 645.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $94M | 475.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.17% | $93M | 473.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.05% | $93M | 170.4K | Q1 2026 |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 3.42% | $92M | 472.3K | Q1 2026 |
| Sofinnova Investments, Inc.$2.6B AUM | 3.42% | $90M | 456.0K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.02% | $89M | 452.9K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.04% | $83M | 424.0K | Q1 2026 |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.59% | $81M | 410.2K | Q1 2026 |
| HARDING LOEVNER LP$9.7B AUM | 0.83% | $80M | 410.8K | Q1 2026 |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.98% | $80M | 410.8K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.09% | $78M | 397.1K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 1.13% | $78M | 401.6K | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.12% | $77M | 388.2K | Q1 2026 |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 2.75% | $76M | 387.3K | Q1 2026 |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.23% | $74M | 377.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.09% | $73M | 371.9K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 3.54% | $73M | 369.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $72M | 369.8K | Q1 2026 |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.23% | $71M | 365.6K | Q1 2026 |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 2.07% | $69M | 372.9K | Q1 2026 |
| Achmea Investment Management B.V.$3.8B AUM | 1.69% | $64M | 330.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.08% | $59M | 301.2K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.19% | $56M | 288.7K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.48% | $56M | 286.0K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 3.01% | $55M | 279.5K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.04% | $55M | 276.4K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $54M | 273.0K | Q1 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 1.51% | $52M | 265.6K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $52M | 261.5K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.17% | $50M | 257.0K | Q1 2026 |
| USS Investment Management Ltd$25.6B AUM | 0.19% | $50M | 255.5K | Q1 2026 |
| Integral Health Asset Management, LLC$2.1B AUM | 2.36% | $49M | 250.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.09% | $49M | 253.1K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $49M | 247.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.08% | $48M | 244.1K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.79% | $47M | 241.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.03% | $46M | 233.2K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.77% | $46M | 232.9K | Q1 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$17.5B AUM | 0.25% | $45M | 226.5K | Q1 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.47% | $44M | 263.5K | Q1 2026 |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 1.01% | $44M | 222.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $43M | 226.5K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.09% | $42M | 216.7K | Q1 2026 |
| Pictet North America Advisors SA$1.0B AUM | 4.17% | $42M | 216.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $42M | 213.0K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.17% | $42M | 211.4K | Q1 2026 |
| NatWest Group plc$462M AUM | 8.72% | $40M | 204.4K | Q1 2026 |
| Osmosis Investment Management UK Ltd$3.7B AUM | 1.04% | $39M | 199.3K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 1.33% | $38M | 193.1K | Q1 2026 |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.27% | $38M | 195.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.08% | $38M | 191.1K | Q1 2026 |
| Exane Asset Management$489M AUM | 7.69% | $38M | 222.5K | Q1 2026 |
| Main Street Research LLC$1.7B AUM | 2.19% | $38M | 190.6K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.75% | $35M | 178.2K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 1.03% | $35M | 176.9K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.17% | $34M | 170.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.13% | $34M | 170.4K | Q1 2026 |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.89% | $34M | 170.3K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.67% | $33M | 169.6K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.56% | $33M | 168.8K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.12% | $33M | 168.0K | Q1 2026 |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 18.99% | $32M | 167.6K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.05% | $32M | 163.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.08% | $32M | 160.9K | Q1 2026 |
| Ninety One North America, Inc.$2.2B AUM | 1.38% | $31M | 158.6K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $29M | 148.7K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.44% | $29M | 148.4K | Q1 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.62% | $29M | 147.0K | Q1 2026 |
| Cumberland Partners Ltd$1.3B AUM | 2.18% | $29M | 145.7K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.15% | $29M | 147.4K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.16% | $28M | 143.9K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $28M | 141.4K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.45% | $28M | 143.0K | Q1 2026 |
| TCW GROUP INC$13.3B AUM | 0.21% | $28M | 142.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $28M | 140.1K | Q1 2026 |
| Martin Investment Management, LLC$334M AUM | 8.27% | $28M | 140.1K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.26% | $27M | 139.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.03% | $27M | 139.1K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.08% | $27M | 135.6K | Q1 2026 |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.16% | $27M | 137.1K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.22% | $26M | 133.6K | Q1 2026 |
| Capital Wealth Planning, LLC$18.1B AUM | 0.15% | $26M | 133.6K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $26M | 133.4K | Q1 2026 |
| SYCOMORE ASSET MANAGEMENT$718M AUM | 3.65% | $26M | 163.9K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $25M | 128.3K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.08% | $24M | 124.2K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.08% | $24M | 123.8K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.27% | $24M | 124.5K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.17% | $24M | 122.4K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.14% | $24M | 120.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.18% | $23M | 119.3K | Q1 2026 |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.98% | $23M | 115.3K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.39% | $22M | 112.4K | Q1 2026 |
| BOONE CAPITAL MANAGEMENT LLC$326M AUM | 6.65% | $22M | 110.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $22M | 109.2K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.17% | $21M | 106.8K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.21% | $21M | 108.7K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.32% | $21M | 104.8K | Q1 2026 |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.88% | $20M | 104.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.06% | $20M | 100.6K | Q1 2026 |
| Vestal Point Capital, LP$3.6B AUM | 0.55% | $20M | 100.0K | Q1 2026 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.40% | $20M | 99.8K | Q1 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.08% | $20M | 100.8K | Q1 2026 |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 3.30% | $19M | 99.0K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.20% | $19M | 97.7K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.01% | $19M | 95.4K | Q1 2026 |
| Artia Global Partners LP$499M AUM | 3.77% | $19M | 95.4K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.30% | $19M | 94.4K | Q1 2026 |
| SALT Holding Corp.$165M AUM | 11.11% | $18M | 93.3K | Q1 2026 |
| 111 Capital$406M AUM | 4.48% | $18M | 93.5K | Q1 2026 |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.98% | $18M | 91.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $17M | 92.1K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.18% | $17M | 87.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.19% | $17M | 84.7K | Q1 2026 |
| OSSIAM$5.7B AUM | 0.29% | $16M | 85.1K | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.04% | $16M | 83.2K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.41% | $16M | 80.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.13% | $16M | 80.3K | Q1 2026 |
| Longaeva Partners L.P.$2.7B AUM | 0.59% | $16M | 80.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.18% | $16M | 79.7K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 1.35% | $16M | 79.5K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.06% | $16M | 79.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $16M | 79.0K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.65% | $16M | 78.8K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.36% | $15M | 78.5K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 1.04% | $15M | 164.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $15M | 76.4K | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 1.10% | $15M | 74.0K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $15M | 73.6K | Q1 2026 |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.44% | $14M | 73.3K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.18% | $14M | 72.3K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.34% | $14M | 72.0K | Q1 2026 |
| OAK FAMILY ADVISORS, LLC$355M AUM | 3.94% | $14M | 71.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.07% | $14M | 70.4K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.11% | $14M | 70.2K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.03% | $14M | 69.7K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.13% | $14M | 69.7K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.68% | $14M | 68.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 69.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.02% | $14M | 69.0K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $13M | 68.0K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.30% | $13M | 66.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $13M | 66.1K | Q1 2026 |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 2.89% | $13M | 65.2K | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 0.14% | $13M | 66.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.14% | $13M | 64.9K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.20% | $13M | 64.2K | Q1 2026 |
| BAMCO INC /NY/$33.1B AUM | 0.04% | $13M | 63.8K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.14% | $12M | 63.3K | Q1 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.73% | $12M | 63.3K | Q1 2026 |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 1.96% | $12M | 62.5K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.33% | $12M | 60.2K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.07% | $12M | 60.0K | Q1 2026 |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.43% | $12M | 58.5K | Q1 2026 |
| Parkwood LLC$1.1B AUM | 1.02% | $11M | 59.0K | Q1 2026 |
| DODGE & COX$182.0B AUM | 0.01% | $11M | 57.5K | Q1 2026 |
| Value Partners Investments Inc.$1.3B AUM | 0.86% | $11M | 58.4K | Q1 2026 |
| LORD, ABBETT & CO. LLC$30.6B AUM | 0.04% | $11M | 57.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.18% | $11M | 55.4K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.31% | $11M | 54.8K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.68% | $10M | 53.2K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.17% | $10M | 53.1K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.02% | $10M | 53.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 52.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.08% | $10M | 52.8K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.22% | $10M | 50.6K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.30% | $10M | 50.5K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.77% | $10M | 50.1K | Q1 2026 |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.65% | $10M | 49.5K | Q1 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 2.35% | $9M | 48.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.07% | $9M | 46.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $9M | 46.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.21% | $9M | 45.2K | Q1 2026 |
| GQG Partners LLC$63.1B AUM | 0.01% | $9M | 45.5K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 1.50% | $9M | 44.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $9M | 44.2K | Q1 2026 |
| Covenant Asset Management, LLC$664M AUM | 1.30% | $9M | 43.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 43.8K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $9M | 43.6K | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.21% | $8M | 43.8K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $8M | 42.8K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.09% | $8M | 42.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $8M | 42.1K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.06% | $8M | 42.1K | Q1 2026 |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.40% | $8M | 41.7K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.14% | $8M | 41.7K | Q1 2026 |
| Sava Infond d.o.o.$1.4B AUM | 1.16% | $8M | 41.9K | Q1 2026 |
| Boston Common Asset Management, LLC$1.6B AUM | 0.52% | $8M | 41.0K | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.68% | $8M | 40.6K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.44% | $8M | 40.4K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $8M | 40.2K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.23% | $8M | 40.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 38.8K | Q1 2026 |
| Henry James International Management Inc.$334M AUM | 2.74% | $8M | 38.5K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $8M | 38.5K | Q1 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.27% | $7M | 37.5K | Q1 2026 |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.51% | $7M | 36.6K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $7M | 36.0K | Q1 2026 |
| Orca Wealth Management, LLC$141M AUM | 4.86% | $7M | 34.6K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.18% | $7M | 34.7K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.02% | $7M | 33.8K | Q1 2026 |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.50% | $7M | 33.3K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.14% | $7M | 33.1K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.57% | $7M | 33.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.15% | $6M | 32.7K | Q1 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.65% | $6M | 32.7K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.25% | $6M | 32.5K | Q1 2026 |
| HENDLEY & CO INC$270M AUM | 2.36% | $6M | 32.4K | Q1 2026 |
| Te Ahumairangi Investment Management Ltd$597M AUM | 1.05% | $6M | 32.5K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $6M | 31.3K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.77% | $6M | 31.2K | Q1 2026 |
| Plato Investment Management Ltd$1.5B AUM | 0.41% | $6M | 31.7K | Q1 2026 |
| VALICENTI ADVISORY SERVICES INC$459M AUM | 1.34% | $6M | 31.2K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.40% | $6M | 31.0K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $6M | 31.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 30.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 30.5K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 1.02% | $6M | 30.1K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.21% | $6M | 29.8K | Q1 2026 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.21% | $6M | 29.6K | Q1 2026 |
| Arrow Capital Pty Ltd$100M AUM | 5.82% | $6M | 30.0K | Q1 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.12% | $6M | 28.8K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.48% | $6M | 28.8K | Q1 2026 |
| Westerkirk Capital Inc.$929M AUM | 0.61% | $6M | 28.7K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.06% | $6M | 29.2K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $6M | 28.7K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.05% | $6M | 28.0K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.27% | $5M | 27.8K | Q1 2026 |
| Ramirez Asset Management, Inc.$832M AUM | 0.65% | $5M | 27.5K | Q1 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 1.66% | $5M | 27.3K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.18% | $5M | 27.2K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.08% | $5M | 26.7K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.45% | $5M | 26.6K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.08% | $5M | 26.2K | Q1 2026 |
| Brookmont Capital Management$179M AUM | 2.87% | $5M | 26.0K | Q1 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.04% | $5M | 26.0K | Q1 2026 |
| Simplify Asset Management Inc.$6.5B AUM | 0.08% | $5M | 25.8K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.14% | $5M | 25.8K | Q1 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.38% | $5M | 25.6K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.10% | $5M | 25.3K | Q1 2026 |
| Robbins Farley$226M AUM | 2.19% | $5M | 25.1K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.36% | $5M | 25.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $5M | 25.0K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.15% | $5M | 24.5K | Q1 2026 |
| Samjo Management, LLC$231M AUM | 2.07% | $5M | 24.7K | Q1 2026 |
| Seascape Capital Management$347M AUM | 1.37% | $5M | 24.1K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.53% | $5M | 24.1K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.07% | $5M | 24.0K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.10% | $5M | 23.9K | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.17% | $5M | 23.8K | Q1 2026 |
| L & S Advisors Inc$795M AUM | 0.59% | $5M | 23.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $5M | 23.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.09% | $5M | 59.6K | Q3 2025OLDER |
| Clayton Partners LLC$138M AUM | 3.32% | $5M | 23.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.09% | $5M | 22.9K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.31% | $5M | 22.9K | Q1 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.25% | $4M | 22.7K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.04% | $4M | 22.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 22.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 22.4K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $4M | 22.2K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.05% | $4M | 22.2K | Q1 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.47% | $4M | 22.0K | Q1 2026 |
| Cox Capital Mgt LLC$151M AUM | 2.83% | $4M | 21.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 21.5K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 21.4K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.15% | $4M | 21.1K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.17% | $4M | 20.5K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.01% | $4M | 20.4K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 20.3K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.06% | $4M | 20.3K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.12% | $4M | 20.2K | Q1 2026 |
| Sivik Global Healthcare LLC$132M AUM | 3.00% | $4M | 20.0K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.97% | $4M | 20.3K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.06% | $4M | 20.1K | Q1 2026 |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.08% | $4M | 20.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $4M | 19.6K | Q1 2026 |
| CHANNEL WEALTH LLC$413M AUM | 0.93% | $4M | 19.5K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 19.4K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.13% | $4M | 19.3K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.33% | $4M | 19.1K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $4M | 19.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $4M | 19.1K | Q1 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.49% | $4M | 19.0K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.05% | $4M | 18.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 18.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.11% | $4M | 18.6K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.10% | $4M | 18.8K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.35% | $4M | 18.4K | Q1 2026 |
| Gray Foundation$397M AUM | 0.91% | $4M | 18.3K | Q1 2026 |
| Third View Private Wealth, LLC$730M AUM | 0.49% | $4M | 18.1K | Q1 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.36% | $4M | 18.0K | Q1 2026 |
| TEALWOOD ASSET MANAGEMENT INC$220M AUM | 1.58% | $3M | 17.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 17.5K | Q1 2026 |
| SEARLE & CO.$398M AUM | 0.86% | $3M | 17.7K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 17.3K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 17.1K | Q1 2026 |
| Westview Management dba Westview Investment Advisors$192M AUM | 1.75% | $3M | 17.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 17.0K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.13% | $3M | 17.0K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.58% | $3M | 16.6K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 1.14% | $3M | 16.6K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.41% | $3M | 16.6K | Q1 2026 |
| Bank OZK$283M AUM | 1.14% | $3M | 16.5K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.18% | $3M | 15.8K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.34% | $3M | 16.3K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.18% | $3M | 15.9K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.33% | $3M | 15.9K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.17% | $3M | 15.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 15.1K | Q1 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.16% | $3M | 15.3K | Q1 2026 |
| Qtron Investments LLC$738M AUM | 0.40% | $3M | 15.0K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.13% | $3M | 14.8K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 14.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 14.6K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.01% | $3M | 14.4K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.31% | $3M | 14.3K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 14.3K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.12% | $3M | 14.2K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.03% | $3M | 14.1K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 14.1K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.01% | $3M | 14.0K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $3M | 13.8K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.30% | $3M | 13.7K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.34% | $3M | 13.5K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.05% | $3M | 13.4K | Q1 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.27% | $3M | 13.3K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 13.2K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.32% | $3M | 13.1K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 13.1K | Q1 2026 |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 2.13% | $3M | 13.0K | Q1 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.70% | $3M | 13.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $3M | 12.9K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.42% | $3M | 12.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 12.7K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.16% | $2M | 12.6K | Q1 2026 |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.40% | $2M | 12.6K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.12% | $2M | 12.0K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.12% | $2M | 12.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $2M | 11.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 11.9K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.05% | $2M | 11.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 11.8K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 11.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 11.6K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.11% | $2M | 11.6K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.13% | $2M | 11.6K | Q1 2026 |
| Parrish Capital LLC$112M AUM | 2.03% | $2M | 11.6K | Q1 2026 |
| ARGA Investment Management, LP$3.0B AUM | 0.07% | $2M | 11.6K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.05% | $2M | 11.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 11.4K | Q1 2026 |
| XXI WEALTH, LLC$177M AUM | 1.26% | $2M | 11.2K | Q1 2026 |
| AlphaCentric Advisors LLC$100M AUM | 2.21% | $2M | 11.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 11.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 11.9K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.02% | $2M | 11.2K | Q1 2026 |
| First American Bank$1.6B AUM | 0.14% | $2M | 11.0K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.20% | $2M | 11.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $2M | 10.9K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.19% | $2M | 10.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 10.9K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 0.33% | $2M | 7.8K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 10.8K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.31% | $2M | 10.7K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.29% | $2M | 10.5K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.69% | $2M | 10.5K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.07% | $2M | 10.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 10.4K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $2M | 10.4K | Q1 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.02% | $2M | 10.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $2M | 10.4K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.86% | $2M | 200 | Q2 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.04% | $2M | 10.1K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 0.16% | $2M | 10.0K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $2M | 9.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.