MEDTRONIC PLC
CUSIP G5960L103
Medtronic PLC has 2,190 institutional holders in Filings Flow’s 13F database, together reporting 1091.63M shares worth $92.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,190
Q1 2026
Reported Value
$92.1B
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 |
|---|---|---|---|---|
| BOONE CAPITAL MANAGEMENT LLC$326M AUM | 10.57% | $34M | 398.1K | Q1 2026OLDER |
| Talaria Asset Management Pty Ltd$495M AUM | 8.70% | $43M | 497.5K | Q1 2026OLDER |
| ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM | 6.96% | $194M | 2.24M | Q1 2026OLDER |
| Iron Triangle Partners LP$875M AUM | 6.14% | $43M | 453.3K | Q3 2025OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 5.78% | $102M | 1.18M | Q1 2026OLDER |
| SECTOR GAMMA AS$423M AUM | 5.74% | $24M | 280.7K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 5.30% | $19M | 218.9K | Q1 2026OLDER |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 5.16% | $17M | 197.8K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.26% | $20M | 205.3K | Q4 2025OLDER |
| St. James Investment Company, LLC$638M AUM | 4.14% | $26M | 305.0K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 4.05% | $235M | 2.72M | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 3.92% | $18M | 206.1K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 3.85% | $28M | 323.7K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 3.72% | $8M | 100.7K | Q2 2026 |
| Nexus Investment Management ULC$715M AUM | 3.71% | $27M | 306.2K | Q1 2026OLDER |
| Coho Partners, Ltd.$779M AUM | 3.62% | $28M | 296.3K | Q3 2025OLDER |
| COLRAIN CAPITAL LLC$259M AUM | 3.54% | $9M | 105.0K | Q1 2026OLDER |
| Kiltearn Partners LLP$372M AUM | 3.49% | $13M | 149.6K | Q1 2026OLDER |
| Avidity Partners Management LP$936M AUM | 3.39% | $17M | 200.0K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 3.33% | $3M | 38.8K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 3.31% | $7M | 76.5K | Q1 2026OLDER |
| CLARK ESTATES INC/NY$416M AUM | 3.23% | $13M | 155.0K | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 3.22% | $27M | 310.5K | Q1 2026OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 3.22% | $65M | 675.0K | Q4 2025OLDER |
| Miramar Capital, LLC$449M AUM | 3.07% | $14M | 146.4K | Q4 2025OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 2.99% | $33M | 375.7K | Q1 2026OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 2.93% | $38M | 400.0K | Q4 2025OLDER |
| Palouse Capital Management, Inc.$160M AUM | 2.78% | $4M | 57.0K | Q2 2026 |
| Two Point Capital Management, Inc.$229M AUM | 2.76% | $6M | 72.9K | Q1 2026OLDER |
| Round Hill Asset Management$153M AUM | 2.75% | $4M | 48.5K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 2.72% | $5M | 48.8K | Q4 2025OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.71% | $139M | 1.60M | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 2.71% | $8M | 93.9K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 2.69% | $5M | 54.1K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 2.64% | $3M | 34.9K | Q1 2026OLDER |
| Nepsis Inc.$299M AUM | 2.60% | $8M | 89.4K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 2.56% | $27M | 309.0K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 2.55% | $5M | 52.8K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 2.50% | $17M | 201.4K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 2.40% | $8M | 83.5K | Q4 2025OLDER |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 2.40% | $72M | 825.2K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.37% | $5M | 59.6K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.34% | $228M | 2.63M | Q1 2026OLDER |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 2.32% | $28M | 323.4K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 2.31% | $50M | 575.3K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.30% | $5M | 57.3K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 2.25% | $4M | 46.9K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 2.21% | $4M | 44.8K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 2.20% | $966M | 11.27M | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 2.06% | $6M | 66.2K | Q1 2026OLDER |
| First Washington CORP$353M AUM | 2.05% | $8M | 82.5K | Q4 2025OLDER |
| PFM Health Sciences, LP$1.1B AUM | 2.05% | $21M | 213.8K | Q4 2025OLDER |
| Martin Capital Partners, LLC$272M AUM | 2.02% | $6M | 70.4K | Q2 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.01% | $118M | 1.36M | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 1.97% | $83M | 957.3K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 1.92% | $43M | 487.0K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 1.91% | $203M | 2.18M | Q3 2025OLDER |
| DLK Investment Management, LLC$253M AUM | 1.91% | $5M | 55.8K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 1.89% | $22M | 249.8K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 1.88% | $4M | 46.9K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 1.86% | $3M | 34.4K | Q2 2026 |
| Willis Investment Counsel$1.8B AUM | 1.86% | $34M | 392.0K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 1.85% | $2M | 27.9K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 1.83% | $40M | 418.1K | Q4 2025OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 1.81% | $175M | 2.02M | Q1 2026OLDER |
| CENTRAL SECURITIES CORP$1.2B AUM | 1.79% | $22M | 250.0K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 1.78% | $5M | 58.0K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 1.77% | $9M | 101.3K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 1.77% | $12M | 141.8K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 1.77% | $13M | 147.4K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 1.76% | $3M | 40.1K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 1.70% | $5M | 54.5K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 1.69% | $62M | 714.8K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 1.68% | $12M | 135.6K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 1.68% | $305M | 3.52M | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 1.66% | $4M | 46.0K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.65% | $3M | 31.5K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 1.65% | $10M | 105.9K | Q4 2025OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 1.63% | $126M | 1.45M | Q1 2026OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 1.63% | $24M | 272.4K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 1.62% | $13M | 155.1K | Q1 2026OLDER |
| Sicart Associates LLC$389M AUM | 1.62% | $6M | 72.6K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 1.61% | $11M | 125.6K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 1.60% | $4M | 42.7K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 1.60% | $10M | 110.1K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 1.59% | $3M | 34.2K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.58% | $81M | 930.2K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 1.52% | $7M | 85.9K | Q2 2026 |
| ADVOCATE GROUP LLC$639M AUM | 1.51% | $10M | 111.7K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 1.51% | $292M | 3.36M | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.48% | $4M | 41.9K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 1.48% | $870M | 10.04M | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.46% | $3M | 33.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 1.44% | $17M | 193.1K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.44% | $6M | 74.6K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 1.41% | $19M | 218.5K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.41% | $17M | 193.0K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.39% | $4M | 45.7K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 1.36% | $7M | 75.5K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.36% | $10M | 116.1K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 1.36% | $32M | 363.7K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.35% | $2M | 21.7K | Q4 2025OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.33% | $4M | 46.5K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.33% | $5M | 58.3K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 1.33% | $4M | 51.5K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.30% | $6M | 71.5K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 1.29% | $2M | 20.2K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 1.29% | $12M | 134.9K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 1.28% | $415M | 4.79M | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 1.27% | $5M | 59.6K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.27% | $4M | 49.8K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.26% | $62M | 719.4K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 1.25% | $225M | 2.60M | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.24% | $17M | 198.2K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 1.21% | $15M | 169.9K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 1.21% | $3M | 30.5K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.21% | $3M | 37.9K | Q1 2026OLDER |
| Meridiem Capital Partners LP$1.5B AUM | 1.21% | $20M | 208.7K | Q4 2025OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.21% | $576M | 6.65M | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 1.20% | $3M | 40.4K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 1.20% | $2M | 23.4K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 1.20% | $7M | 75.3K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.17% | $6M | 74.1K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.17% | $10M | 123.9K | Q2 2026 |
| Poehling Capital Management, INC.$475M AUM | 1.16% | $6M | 63.7K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 1.16% | $353M | 4.07M | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 1.15% | $5M | 59.1K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 1.15% | $8M | 92.4K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.15% | $16M | 188.9K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 1.14% | $9M | 101.7K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.13% | $8M | 89.5K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.13% | $5M | 52.8K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.12% | $12M | 140.3K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 1.11% | $15M | 174.7K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 1.11% | $5M | 50.6K | Q4 2025OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.10% | $4M | 41.4K | Q3 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 1.08% | $5M | 47.5K | Q4 2025OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 1.08% | $172M | 1.98M | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.07% | $3M | 38.1K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 1.07% | $6M | 65.6K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.07% | $4M | 48.3K | Q2 2026 |
| Estabrook Capital Management$685M AUM | 1.07% | $7M | 84.5K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.06% | $15M | 171.7K | Q1 2026OLDER |
| CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM | 1.05% | $3M | 36.4K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.05% | $6M | 74.0K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.04% | $2M | 20.3K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.04% | $9M | 100.3K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.04% | $14M | 162.6K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 1.03% | $2M | 17.4K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.03% | $10M | 114.9K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.02% | $2M | 21.4K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 1.02% | $1M | 15.5K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 1.02% | $152M | 1.58M | Q4 2025OLDER |
| Columbia Asset Management$525M AUM | 1.02% | $5M | 61.6K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 1.01% | $43M | 498.3K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.01% | $3M | 36.2K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 0.99% | $10M | 119.5K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.98% | $2M | 22.0K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.98% | $14M | 144.9K | Q3 2025OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.98% | $1M | 16.6K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.97% | $2M | 19.3K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.97% | $11M | 127.2K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.97% | $6M | 58.0K | Q2 2026 |
| CrossGen Wealth, LLC$114M AUM | 0.96% | $1M | 12.7K | Q1 2026OLDER |
| Rhenman & Partners Asset Management AB$810M AUM | 0.96% | $8M | 90.0K | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 0.96% | $2M | 22.2K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.96% | $4M | 44.1K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.96% | $2M | 25.9K | Q4 2025OLDER |
| TKG Advisors, LLC$242M AUM | 0.95% | $2M | 26.6K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.95% | $4M | 45.9K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.95% | $57M | 662.3K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.94% | $6M | 64.0K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.94% | $7M | 83.7K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.94% | $11M | 122.1K | Q1 2026OLDER |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.94% | $1M | 12.6K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.93% | $6M | 64.7K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 0.93% | $38M | 443.2K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.92% | $2M | 26.5K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.92% | $6M | 69.0K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.92% | $3M | 28.9K | Q3 2025OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.92% | $3M | 34.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.91% | $13M | 138.9K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.91% | $2M | 29.8K | Q2 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.90% | $61M | 699.8K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.90% | $2M | 25.4K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.89% | $4M | 51.0K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.89% | $2.7B | 21.44M | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.89% | $3M | 36.4K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.89% | $6M | 65.4K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.89% | $274M | 3.16M | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.89% | $1M | 15.1K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.89% | $1M | 11.6K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.89% | $5M | 54.4K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.88% | $10M | 118.9K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.88% | $55M | 633.6K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 0.88% | $1M | 13.1K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.88% | $3M | 28.9K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.88% | $64M | 743.2K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.87% | $14M | 156.4K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.87% | $4M | 47.7K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.87% | $3M | 26.4K | Q4 2025OLDER |
| Argent Advisors, Inc.$366M AUM | 0.87% | $3M | 36.8K | Q1 2026OLDER |
| Hikari Tsushin, Inc.$1.5B AUM | 0.87% | $13M | 145.0K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.86% | $4M | 48.2K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.85% | $3M | 39.9K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.85% | $4M | 44.4K | Q2 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.85% | $9M | 98.1K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.84% | $2M | 17.4K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.84% | $8M | 90.6K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.84% | $804,881 | 9.0K | Q4 2025OLDER |
| Haverford Trust Co$10.9B AUM | 0.84% | $91M | 1.05M | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.83% | $9M | 100.8K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.83% | $212M | 2.45M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.81% | $18M | 203.6K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.81% | $5M | 63.1K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.81% | $4M | 42.8K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.80% | $6M | 74.2K | Q2 2026 |
| Thematics Asset Management$2.2B AUM | 0.80% | $18M | 184.9K | Q3 2025OLDER |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 0.80% | $961,815 | 11.1K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.80% | $5M | 62.0K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 0.80% | $70M | 812.0K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.80% | $11M | 130.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.79% | $12M | 136.3K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.79% | $1M | 616 | Q4 2025OLDER |
| Hardman Johnston Global Advisors LLC$2.1B AUM | 0.79% | $17M | 191.5K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.78% | $958,002 | 11.1K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.78% | $54M | 623.3K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.76% | $2M | 17.8K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.75% | $7M | 79.1K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.75% | $3M | 38.3K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.75% | $2M | 18.5K | Q4 2025OLDER |
| SUMMITRY LLC$2.8B AUM | 0.75% | $21M | 244.0K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.74% | $13M | 136.3K | Q4 2025OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.74% | $763,214 | 8.8K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.74% | $2M | 22.2K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 0.74% | $3M | 30.0K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 0.73% | $5M | 59.4K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 0.73% | $6M | 69.5K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.73% | $27M | 310.9K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.72% | $5M | 53.4K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.72% | $1M | 14.7K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 0.72% | $3M | 35.3K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.72% | $12M | 141.5K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.72% | $2M | 17.4K | Q1 2026OLDER |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.72% | $3M | 33.2K | Q1 2026OLDER |
| ARMSTRONG HENRY H ASSOCIATES INC$1.0B AUM | 0.71% | $7M | 94.3K | Q2 2026 |
| Kentucky Trust Co$191M AUM | 0.71% | $1M | 15.7K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.71% | $4M | 38.9K | Q4 2025OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.71% | $14M | 162.6K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 0.70% | $2M | 25.8K | Q2 2026 |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 0.70% | $6M | 71.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.70% | $2M | 21.4K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.70% | $2M | 25.9K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.70% | $9M | 105.3K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.70% | $17M | 198.7K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 0.69% | $1M | 15.2K | Q1 2026OLDER |
| MIROVA$2.5B AUM | 0.69% | $17M | 195.6K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 0.69% | $699,347 | 7.3K | Q3 2025OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.69% | $922,129 | 10.6K | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 0.69% | $1M | 11.9K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.68% | $10M | 118.8K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.68% | $5M | 63.9K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.68% | $11M | 124.5K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.68% | $3M | 35.7K | Q3 2025OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.68% | $3M | 33.6K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.67% | $894,107 | 12.0K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.67% | $2M | 24.8K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.67% | $3M | 34.0K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.67% | $4M | 49.1K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.66% | $4M | 46.8K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.66% | $11M | 121.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.66% | $8M | 91.4K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.65% | $9M | 98.9K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.65% | $767,286 | 8.9K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.65% | $4M | 48.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.64% | $62M | 688.6K | Q2 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 0.64% | $2M | 20.4K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.64% | $24M | 273.6K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.64% | $1M | 11.8K | Q1 2026OLDER |
| Persium Advisors, LLC$127M AUM | 0.64% | $811,564 | 9.4K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.63% | $25M | 292.6K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.63% | $702,298 | 8.1K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.63% | $6M | 65.7K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.63% | $2M | 25.2K | Q4 2025OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.62% | $1M | 13.0K | Q2 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.62% | $8M | 92.9K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.61% | $757,375 | 8.7K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.61% | $3M | 39.2K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.61% | $8M | 93.8K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.61% | $746M | 8.61M | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 0.61% | $5M | 61.4K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.61% | $631,979 | 6.6K | Q4 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.60% | $2M | 23.2K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.60% | $1M | 12.7K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.60% | $1M | 16.7K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.59% | $6M | 67.7K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 0.59% | $621,800 | 7.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.59% | $2M | 23.3K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.59% | $17M | 192.9K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.58% | $2M | 23.9K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.58% | $2M | 28.1K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.58% | $12M | 138.0K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.58% | $48M | 557.2K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.58% | $7M | 77.1K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.58% | $27M | 304.7K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.58% | $33M | 386.6K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.58% | $6M | 69.6K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.57% | $843,624 | 9.7K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.57% | $4M | 43.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.56% | $3.6B | 41.93M | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.56% | $4M | 50.6K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.56% | $597,193 | 6.8K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.56% | $646,717 | 8.4K | Q1 2026OLDER |
| United Bank$301M AUM | 0.56% | $2M | 19.4K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.55% | $11M | 128.2K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.55% | $2M | 17.3K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.55% | $3M | 37.5K | Q2 2026 |
| LaFleur & Godfrey LLC$803M AUM | 0.55% | $4M | 50.9K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.55% | $997,602 | 11.5K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.55% | $2M | 27.3K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.55% | $10M | 108.4K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.55% | $17M | 199.6K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.54% | $1.6B | 19.00M | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.54% | $2M | 20.4K | Q4 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.54% | $1M | 17.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.54% | $2M | 22.4K | Q2 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.54% | $8M | 95.8K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.54% | $2M | 25.0K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.54% | $39M | 496.5K | Q2 2026 |
| ICW Investment Advisors LLC$277M AUM | 0.53% | $1M | 17.1K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.53% | $833,432 | 9.6K | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 0.53% | $114M | 1.32M | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.53% | $2M | 22.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.53% | $47M | 537.8K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.53% | $2M | 22.1K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.53% | $2M | 22.4K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.52% | $1M | 15.8K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.52% | $6M | 66.9K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.52% | $687,000 | 7.9K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.52% | $1M | 16.5K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.52% | $1M | 11.9K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.52% | $1M | 15.7K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.51% | $762,401 | 8.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.51% | $94M | 1.09M | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.51% | $9M | 101.5K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.50% | $4M | 45.0K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.50% | $1M | 14.3K | Q3 2025OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.49% | $2M | 22.6K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.49% | $2M | 21.0K | Q4 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.48% | $2M | 19.7K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.48% | $973,494 | 12.4K | Q2 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.48% | $8M | 86.5K | Q3 2025OLDER |
| MRWM Advisors, LLC$184M AUM | 0.48% | $885,129 | 10.2K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.48% | $812,777 | 9.4K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.48% | $41M | 474.4K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.48% | $820,242 | 10.5K | Q2 2026 |
| Pflug Koory, LLC$218M AUM | 0.48% | $1M | 12.0K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 0.48% | $896,654 | 10.3K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.48% | $2M | 18.9K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.47% | $2M | 17.7K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.47% | $7M | 77.4K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.47% | $287M | 3.31M | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.47% | $32M | 365.8K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.47% | $1M | 11.9K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.47% | $2M | 23.5K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.47% | $9M | 100.1K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.47% | $644,849 | 7.4K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.46% | $2M | 19.4K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 0.46% | $562,111 | 6.6K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.46% | $22M | 249.3K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 0.46% | $779,850 | 9.0K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.46% | $1M | 12.2K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.46% | $10M | 112.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.46% | $499M | 5.76M | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.45% | $19M | 224.0K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.45% | $74M | 855.5K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.45% | $2M | 18.7K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.45% | $33M | 350.0K | Q3 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.45% | $10M | 111.4K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.44% | $2M | 18.0K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.44% | $524,297 | 6.7K | Q2 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.44% | $4M | 50.6K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.44% | $853,503 | 9.8K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.44% | $2M | 26.3K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 0.44% | $25M | 281.5K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.44% | $11M | 130.4K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.44% | $3M | 33.2K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.43% | $12M | 142.5K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.43% | $3M | 35.5K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.43% | $7M | 77.0K | Q4 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.43% | $2M | 18.2K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.43% | $1M | 12.1K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.43% | $616,970 | 6.4K | Q4 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.43% | $15M | 177.9K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.43% | $3M | 36.3K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.43% | $2M | 21.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.42% | $626,826 | 7.2K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.42% | $2M | 27.7K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.42% | $6M | 72.2K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.42% | $2M | 27.0K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.42% | $6M | 71.6K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 0.42% | $460,894 | 5.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.42% | $4M | 50.2K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.42% | $529,238 | 6.1K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.42% | $1M | 15.7K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.41% | $1M | 11.7K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.41% | $506,469 | 5.8K | Q1 2026OLDER |
| LANSDOWNE PARTNERS (UK) LLP$1.9B AUM | 0.41% | $8M | 88.8K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.41% | $2M | 23.8K | Q2 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.41% | $15M | 177.6K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.41% | $4M | 49.0K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.40% | $1M | 13.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.40% | $469M | 5.41M | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.40% | $628,559 | 7.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.40% | $50M | 574.4K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.40% | $751,429 | 8.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.40% | $2M | 21.3K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.40% | $20M | 229.0K | Q1 2026OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.40% | $7M | 77.7K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 0.40% | $3M | 32.7K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.40% | $9M | 105.5K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.40% | $4M | 38.0K | Q3 2025OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.40% | $773,438 | 8.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.40% | $18M | 211.4K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.40% | $401,339 | 4.2K | Q4 2025OLDER |
| Leelyn Smith, LLC$713M AUM | 0.40% | $3M | 32.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.39% | $3M | 39.6K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.39% | $14M | 166.8K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.39% | $49M | 563.3K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.39% | $404,024 | 4.0K | Q4 2025OLDER |
| Bank OZK$283M AUM | 0.39% | $1M | 12.7K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.39% | $3M | 34.9K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.39% | $1M | 11.8K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.39% | $13M | 146.5K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.39% | $668,245 | 7.7K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.39% | $1M | 12.8K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.39% | $485,240 | 5.6K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.39% | $963,981 | 11.1K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.39% | $971,004 | 11.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.39% | $76M | 786.8K | Q4 2025OLDER |
| American State Bank (Iowa)$247M AUM | 0.38% | $946,583 | 12.1K | Q2 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.38% | $785,771 | 8.2K | Q4 2025OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.38% | $442,544 | 4.6K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.38% | $5M | 59.6K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.38% | $854,716 | 9.9K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.38% | $6M | 67.2K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.38% | $1M | 13.6K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.37% | $7M | 76.5K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.37% | $2M | 19.1K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.37% | $229M | 2.65M | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 0.37% | $552,727 | 6.3K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.37% | $872,499 | 11.2K | Q2 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.37% | $528,615 | 6.1K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.37% | $2M | 22.5K | Q3 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.37% | $229M | 2.64M | Q1 2026OLDER |
| DNCA FINANCE$1.7B AUM | 0.37% | $5M | 56.5K | Q3 2025OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.37% | $543,469 | 6.3K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.37% | $3M | 34.1K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.37% | $667M | 7.69M | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.37% | $763,707 | 8.0K | Q3 2025OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.36% | $2M | 23.9K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.36% | $3M | 32.3K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.36% | $2M | 20.6K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.36% | $959,801 | 11.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.36% | $611,489 | 7.1K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.36% | $473,238 | 5.5K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.36% | $35M | 402.0K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.36% | $401M | 4.63M | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.36% | $558,041 | 6.4K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.36% | $25M | 293.5K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.35% | $464,894 | 5.4K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.35% | $395,471 | 4.6K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.35% | $924,469 | 10.7K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.35% | $2M | 16.7K | Q4 2025OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.35% | $484,373 | 5.6K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.35% | $1M | 12.1K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.34% | $16M | 169.5K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.34% | $6M | 70.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.34% | $2M | 16.9K | Q4 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.34% | $1M | 16.8K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.34% | $91M | 1.05M | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.34% | $12M | 141.5K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 0.34% | $380,743 | 4.4K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.34% | $774,968 | 8.1K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.33% | $900,120 | 10.4K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 0.33% | $416,960 | 4.8K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.33% | $4M | 46.3K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.33% | $675,494 | 7.0K | Q4 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.33% | $900,975 | 11.5K | Q2 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.33% | $3M | 33.7K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.33% | $6M | 64.2K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.33% | $899,338 | 10.4K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.33% | $4M | 46.8K | Q2 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.33% | $6M | 60.9K | Q3 2025OLDER |
| Evansbrook LLC$150M AUM | 0.33% | $487,146 | 5.6K | Q2 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 0.32% | $511,616 | 5.3K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.32% | $240M | 2.77M | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.32% | $12M | 134.9K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.32% | $676,839 | 7.0K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.32% | $4M | 54.0K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.