TRANE TECHNOLOGIES PLC
CUSIP G8994E103
Trane Technologies PLC has 1,724 institutional holders in Filings Flow’s 13F database, together reporting 191.31M shares worth $77.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Jpmorgan Chase & Co.
Institutional Holders
1,724
Q1 2026
Reported Value
$77.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fosse Capital Partners LLP$135M AUM | 46.13% | $62M | 149.9K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 22.95% | $26M | 63.4K | Q1 2026OLDER |
| Drystone LLC$111M AUM | 12.84% | $14M | 34.2K | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 6.85% | $20M | 52.5K | Q4 2025OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 6.33% | $19M | 44.5K | Q1 2026OLDER |
| RIT CAPITAL PARTNERS PLC$374M AUM | 5.80% | $22M | 52.1K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 5.13% | $80M | 191.0K | Q1 2026OLDER |
| 11 Capital Partners LP$348M AUM | 4.74% | $17M | 39.6K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 4.26% | $9M | 20.9K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 4.10% | $113M | 270.0K | Q1 2026OLDER |
| Walter Public Investments Inc.$418M AUM | 4.08% | $17M | 40.9K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 3.47% | $8M | 19.3K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 3.34% | $15M | 36.9K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 3.27% | $147M | 351.5K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 3.01% | $3M | 7.4K | Q1 2026OLDER |
| FIRETRAIL INVESTMENTS PTY LTD$293M AUM | 2.93% | $9M | 20.6K | Q1 2026OLDER |
| Regents Gate Capital LLP$469M AUM | 2.91% | $14M | 32.7K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 2.90% | $3M | 7.8K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 2.83% | $14M | 29.3K | Q2 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 2.80% | $169M | 406.6K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 2.77% | $28M | 66.8K | Q1 2026OLDER |
| NZS Capital, LLC$3.0B AUM | 2.74% | $82M | 197.2K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 2.71% | $87M | 209.2K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 2.55% | $106M | 252.0K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 2.35% | $167M | 401.7K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 2.33% | $16M | 38.0K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 2.32% | $5M | 13.1K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 2.30% | $9M | 21.8K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 2.28% | $212M | 502.4K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 2.21% | $3M | 8.3K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 2.18% | $5M | 12.7K | Q1 2026OLDER |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 2.14% | $130M | 310.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 2.12% | $30M | 71.6K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 2.10% | $8M | 19.1K | Q1 2026OLDER |
| Foresight Group Ltd Liability Partnership$566M AUM | 2.08% | $12M | 28.3K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 2.01% | $73M | 175.0K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 1.97% | $42M | 101.0K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 1.96% | $5M | 12.2K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 1.89% | $22M | 53.9K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 1.84% | $28M | 66.4K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 1.82% | $2M | 5.1K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 1.82% | $8M | 19.3K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.71% | $16M | 39.2K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 1.69% | $2M | 5.1K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 1.67% | $2M | 5.3K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 1.62% | $16M | 37.7K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 1.61% | $8M | 19.3K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 1.55% | $7M | 18.3K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 1.54% | $24M | 56.6K | Q1 2026OLDER |
| KADENSA CAPITAL Ltd$718M AUM | 1.54% | $15M | 38.0K | Q4 2025OLDER |
| Robeco Schweiz AG$4.7B AUM | 1.54% | $73M | 174.2K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 1.52% | $9M | 21.5K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 1.48% | $25M | 58.9K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 1.47% | $48M | 115.4K | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.45% | $4M | 9.9K | Q1 2026OLDER |
| NatWest Group plc$462M AUM | 1.44% | $7M | 16.0K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.41% | $69M | 162.7K | Q3 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.31% | $39M | 94.6K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.30% | $39M | 138.7K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 1.29% | $3M | 7.9K | Q4 2025OLDER |
| Element Squared LLC$177M AUM | 1.29% | $2M | 5.4K | Q3 2025OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 1.29% | $330M | 792.5K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 1.25% | $33M | 80.2K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 1.23% | $5M | 11.1K | Q1 2026OLDER |
| Trium Capital LLP$142M AUM | 1.22% | $2M | 4.0K | Q4 2025OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 1.22% | $7M | 17.1K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 1.19% | $4M | 9.9K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.18% | $10M | 23.6K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 1.18% | $5M | 12.0K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 1.17% | $1M | 3.4K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.17% | $4M | 8.4K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.15% | $6M | 13.7K | Q3 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 1.14% | $5M | 10.7K | Q2 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 1.11% | $31M | 73.7K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.09% | $3M | 6.0K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 1.07% | $1M | 3.4K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 1.07% | $4M | 8.5K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 1.05% | $2M | 4.9K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.03% | $7M | 17.0K | Q4 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 1.02% | $11M | 25.9K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 1.02% | $2M | 4.2K | Q1 2026OLDER |
| DARA CAPITAL US, INC.$105M AUM | 1.02% | $1M | 2.6K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.01% | $8M | 17.0K | Q2 2026 |
| Sienna Gestion$1.5B AUM | 1.01% | $15M | 38.0K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 1.00% | $1.1B | 2.63M | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 1.00% | $7M | 17.1K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 0.98% | $1M | 2.9K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.96% | $2M | 3.9K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.93% | $71M | 171.4K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.93% | $2M | 4.3K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.93% | $235M | 563.8K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 0.92% | $4M | 9.8K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.92% | $3M | 6.2K | Q3 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.91% | $14M | 34.9K | Q4 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.89% | $7M | 17.2K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.89% | $3M | 6.1K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.89% | $76M | 182.6K | Q1 2026OLDER |
| DNCA FINANCE$1.7B AUM | 0.86% | $15M | 36.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.86% | $3M | 6.1K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.86% | $912,661 | 2.2K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.86% | $2M | 4.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.85% | $804M | 1.93M | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.83% | $3M | 8.0K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.83% | $3M | 8.3K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.82% | $3M | 7.3K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.81% | $2M | 4.5K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.81% | $18M | 42.2K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.80% | $7M | 16.7K | Q1 2026OLDER |
| Ninety One UK Ltd$43.1B AUM | 0.79% | $342M | 821.0K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.78% | $3M | 6.3K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.78% | $10M | 24.2K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.78% | $1M | 2.7K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 0.77% | $1M | 2.5K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.77% | $2M | 4.0K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.77% | $21M | 50.1K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.76% | $1M | 3.5K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.75% | $6M | 12.6K | Q2 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.73% | $10M | 23.3K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.73% | $2M | 4.3K | Q1 2026OLDER |
| Albar Capital Partners LLP$618M AUM | 0.73% | $4M | 10.8K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.72% | $509,306 | 1.2K | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.72% | $5M | 12.6K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.71% | $25M | 60.1K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.70% | $16M | 37.5K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.70% | $11M | 26.7K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.69% | $2M | 3.9K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.69% | $1M | 3.5K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.69% | $2M | 4.1K | Q4 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.68% | $253M | 600.2K | Q3 2025OLDER |
| River Wealth Advisors LLC$871M AUM | 0.68% | $6M | 14.2K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.67% | $7M | 17.1K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.67% | $6M | 13.7K | Q3 2025OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 0.67% | $998,093 | 2.4K | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 0.67% | $1M | 3.1K | Q1 2026OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.66% | $95M | 228.8K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.66% | $4M | 9.6K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.65% | $7M | 16.5K | Q1 2026OLDER |
| Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM | 0.65% | $43M | 102.6K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.65% | $3M | 6.2K | Q2 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.65% | $21M | 53.1K | Q4 2025OLDER |
| EULAV Asset Management$3.1B AUM | 0.64% | $20M | 48.0K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.63% | $8M | 20.3K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 0.61% | $7M | 16.2K | Q3 2025OLDER |
| TFR Capital, LLC.$326M AUM | 0.61% | $2M | 4.8K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.60% | $1M | 2.4K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.59% | $50M | 121.2K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.59% | $801,391 | 1.9K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.59% | $2M | 5.7K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.59% | $1M | 3.1K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.58% | $779,304 | 1.9K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.58% | $1M | 2.8K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.57% | $4M | 9.5K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.57% | $40M | 101.9K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.56% | $24M | 58.8K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.56% | $31M | 80.5K | Q4 2025OLDER |
| CPC Advisors, LLC$617M AUM | 0.56% | $6M | 14.2K | Q4 2025OLDER |
| Mill Capital Management, LLC$1.3B AUM | 0.56% | $7M | 17.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.56% | $412M | 987.8K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.56% | $2M | 4.8K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 0.56% | $5M | 11.1K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 0.55% | $1M | 3.4K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 0.54% | $5M | 12.5K | Q3 2025OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.54% | $1M | 3.2K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.54% | $2M | 5.6K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 0.54% | $2M | 3.6K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.53% | $6M | 15.3K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.53% | $690,538 | 1.7K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.53% | $5M | 12.4K | Q3 2025OLDER |
| Haven Private, LLC$230M AUM | 0.53% | $1M | 2.9K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.53% | $35M | 84.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.53% | $2M | 3.9K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.53% | $948,515 | 2.4K | Q4 2025OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.52% | $36M | 90.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.52% | $5M | 11.2K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.52% | $10M | 24.9K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.51% | $29M | 69.0K | Q3 2025OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.51% | $3M | 7.0K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.51% | $7M | 15.7K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.51% | $2M | 3.7K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.50% | $167M | 402.7K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.50% | $2M | 5.4K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 0.50% | $518,008 | 1.2K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.49% | $3M | 6.9K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.49% | $3M | 6.5K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.48% | $28M | 68.3K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.48% | $73M | 174.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.48% | $89M | 214.2K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.48% | $876,404 | 2.1K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.48% | $768,055 | 1.8K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.48% | $546,934 | 1.3K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.48% | $1M | 2.6K | Q4 2025OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.48% | $4M | 8.7K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 0.48% | $2M | 4.1K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 0.48% | $958,502 | 2.3K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.47% | $626,598 | 1.3K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.47% | $15M | 35.7K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.47% | $5M | 11.0K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.47% | $3M | 6.8K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 0.47% | $96M | 229.4K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.46% | $2M | 5.2K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 0.46% | $927,663 | 2.2K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.46% | $38M | 90.4K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.46% | $5M | 12.6K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 0.46% | $824,282 | 1.8K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.46% | $4M | 10.0K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.46% | $25M | 59.8K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.45% | $2M | 4.3K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.45% | $427M | 1.02M | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.44% | $7M | 18.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.44% | $270M | 648.1K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.44% | $606,218 | 1.5K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.44% | $619,010 | 1.5K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.44% | $1M | 2.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.43% | $6.8B | 16.74M | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.43% | $4M | 10.0K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.43% | $3M | 7.1K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.43% | $2M | 3.7K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 0.42% | $881,405 | 2.1K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.42% | $771,812 | 1.9K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.42% | $7M | 18.0K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.42% | $921,412 | 2.2K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 0.42% | $2M | 3.9K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.41% | $356M | 854.6K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.41% | $55M | 131.4K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.41% | $1M | 3.2K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.41% | $1M | 3.0K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.41% | $2M | 4.9K | Q2 2026 |
| LeClair Wealth Partners LLC$289M AUM | 0.40% | $695,111 | 1.8K | Q4 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.40% | $909,638 | 2.2K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.40% | $17M | 41.4K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.40% | $1M | 3.2K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.40% | $998,170 | 2.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.40% | $5M | 9.6K | Q2 2026 |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.40% | $5M | 11.8K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.40% | $1M | 3.3K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.39% | $666,784 | 1.6K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.39% | $1M | 6.2K | Q3 2025OLDER |
| ING GROEP NV$16.4B AUM | 0.39% | $64M | 152.7K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.39% | $1M | 2.9K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.38% | $491,753 | 1.2K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.38% | $3M | 7.1K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.38% | $513,356 | 1.1K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.38% | $3M | 5.6K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.38% | $1M | 3.6K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.37% | $783M | 1.88M | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.37% | $867,653 | 2.1K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.37% | $17M | 40.9K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.37% | $875,154 | 2.1K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.37% | $4M | 8.7K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.36% | $2M | 3.9K | Q1 2026OLDER |
| Castellan Group$726M AUM | 0.36% | $3M | 7.4K | Q4 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.36% | $4M | 9.7K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.36% | $420,074 | 1.0K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.36% | $707,624 | 1.7K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.35% | $1M | 2.6K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.35% | $398,820 | 957 | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.35% | $7M | 16.1K | Q1 2026OLDER |
| Silverberg Bernstein Capital Management LLC$261M AUM | 0.35% | $908,646 | 1.9K | Q2 2026 |
| PDT Partners, LLC$1.7B AUM | 0.35% | $6M | 14.0K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 0.34% | $722,627 | 1.7K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.33% | $1M | 3.4K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 0.33% | $1M | 3.1K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.33% | $2M | 4.5K | Q4 2025OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.33% | $938,077 | 2.2K | Q3 2025OLDER |
| Silvant Capital Management LLC$2.9B AUM | 0.33% | $10M | 22.9K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.33% | $381,027 | 979 | Q4 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.33% | $896,291 | 2.2K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.33% | $907,660 | 2.2K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.32% | $4M | 9.3K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.32% | $732,629 | 1.8K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.32% | $2M | 4.3K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.32% | $6M | 13.2K | Q1 2026OLDER |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.32% | $850,150 | 2.0K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.32% | $1.2B | 2.81M | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.31% | $908,646 | 1.9K | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.31% | $65M | 154.8K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.31% | $319,223 | 766 | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.31% | $6M | 15.5K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.31% | $10M | 23.8K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.31% | $2M | 5.7K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.31% | $90M | 215.2K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.30% | $2M | 4.6K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.30% | $413,511 | 992 | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.30% | $3M | 8.1K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.30% | $780,333 | 1.9K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 0.30% | $3M | 5.6K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.29% | $181M | 433.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.29% | $24M | 56.4K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.29% | $356,507 | 916 | Q4 2025OLDER |
| Broderick Brian C$542M AUM | 0.29% | $2M | 3.8K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.29% | $778,470 | 1.9K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.29% | $643,420 | 1.3K | Q2 2026 |
| Man Group plc$55.1B AUM | 0.29% | $157M | 377.5K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.28% | $211M | 507.5K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.28% | $199M | 477.9K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.28% | $4M | 8.9K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.28% | $561,487 | 1.3K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.28% | $54M | 129.4K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.28% | $174M | 418.6K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.28% | $402,571 | 966 | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.28% | $737,753 | 1.8K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.28% | $1M | 3.0K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.28% | $327,141 | 785 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.28% | $757,332 | 1.5K | Q2 2026 |
| Councilmark Asset Management, LLC$174M AUM | 0.27% | $479,251 | 1.1K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.27% | $1M | 3.3K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 0.27% | $6M | 14.5K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.27% | $5M | 11.4K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 0.27% | $19M | 45.0K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.26% | $4M | 8.7K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.26% | $776M | 1.86M | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.26% | $120M | 289.1K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.26% | $152M | 364.9K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.26% | $317M | 784.3K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.26% | $339,643 | 815 | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.26% | $4M | 9.7K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.26% | $4M | 9.2K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 0.26% | $288,384 | 692 | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.26% | $1M | 2.8K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.26% | $449,004 | 1.1K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.26% | $655,532 | 1.6K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.26% | $362,564 | 870 | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.26% | $4M | 8.9K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.26% | $32M | 75.9K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.25% | $923,652 | 2.0K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.25% | $888,414 | 2.1K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.25% | $1M | 2.6K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.25% | $19M | 46.4K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.25% | $12M | 28.7K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.25% | $4M | 10.4K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.25% | $9M | 21.4K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.25% | $906M | 2.17M | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.25% | $24M | 57.2K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.24% | $1M | 2.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.24% | $1.2B | 2.82M | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.24% | $2M | 5.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.24% | $1.1B | 2.53M | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.24% | $50M | 118.0K | Q3 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.24% | $1M | 3.0K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.24% | $25M | 60.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.24% | $3M | 6.3K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.24% | $2M | 5.0K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.24% | $3M | 7.5K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.24% | $17M | 41.7K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.24% | $284,216 | 682 | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 0.24% | $14M | 32.8K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.24% | $428,825 | 1.0K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.24% | $488,419 | 1.2K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.23% | $1M | 3.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.23% | $18M | 42.1K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.23% | $3M | 6.3K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.23% | $385,671 | 914 | Q4 2025OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.23% | $10M | 23.6K | Q3 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.23% | $1M | 3.3K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.23% | $443,227 | 927 | Q2 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.23% | $680M | 1.62M | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.23% | $2M | 4.0K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.23% | $468,416 | 1.1K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.23% | $426,325 | 1.0K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.23% | $41M | 99.2K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.23% | $562,599 | 1.4K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.22% | $1M | 2.6K | Q4 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.22% | $17M | 39.8K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.22% | $994,108 | 2.0K | Q2 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.22% | $3M | 6.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.22% | $165M | 394.9K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.22% | $57M | 140.4K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.22% | $14M | 32.8K | Q1 2026OLDER |
| Bornite Capital Management LP$595M AUM | 0.22% | $2M | 5.6K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.22% | $32M | 77.8K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.22% | $1M | 3.2K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.22% | $1M | 2.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.22% | $891M | 2.14M | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.22% | $4.1B | 9.87M | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.22% | $72M | 172.2K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.22% | $90M | 214.8K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.22% | $6M | 13.7K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 0.21% | $225,456 | 541 | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.21% | $102M | 245.6K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.21% | $744,298 | 1.8K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 0.21% | $28M | 67.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.21% | $7M | 15.1K | Q2 2026 |
| TRUSTCO BANK CORP N Y$113M AUM | 0.21% | $237,542 | 570 | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.21% | $530,093 | 1.3K | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.21% | $1M | 3.5K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.21% | $2M | 4.7K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.21% | $226,290 | 543 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.21% | $393M | 943.1K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.21% | $7M | 17.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.21% | $145M | 351.7K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.21% | $5M | 10.8K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.21% | $227,957 | 547 | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.21% | $492,142 | 1.0K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.20% | $1M | 3.2K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.20% | $47M | 113.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.20% | $172M | 413.8K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.20% | $852,825 | 2.0K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.20% | $1M | 2.8K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.20% | $1M | 3.0K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 0.20% | $379,233 | 910 | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.20% | $1M | 3.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.20% | $4M | 10.0K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.20% | $264,991 | 628 | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.20% | $237,542 | 570 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.20% | $7M | 16.2K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.20% | $427,522 | 1.0K | Q1 2026OLDER |
| MIROVA$2.5B AUM | 0.20% | $5M | 11.7K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.20% | $274,215 | 658 | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.20% | $549,680 | 1.3K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.20% | $75M | 179.5K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.20% | $376,827 | 968 | Q4 2025OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.20% | $781,633 | 2.0K | Q4 2025OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.19% | $456,330 | 1.1K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.19% | $18M | 45.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.19% | $48M | 115.2K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.19% | $263,379 | 632 | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.19% | $2M | 4.2K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.19% | $996,425 | 2.4K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.19% | $240,876 | 578 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.19% | $27M | 64.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.19% | $37M | 88.9K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.19% | $233M | 558.4K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.19% | $2M | 4.5K | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.19% | $38M | 91.7K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.19% | $11M | 26.6K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.18% | $2M | 3.8K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.18% | $141M | 339.3K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.18% | $592,188 | 1.4K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.18% | $2M | 5.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.18% | $986M | 2.37M | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.18% | $2M | 5.3K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.18% | $234,208 | 562 | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 0.18% | $1M | 2.4K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.18% | $2M | 3.6K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.18% | $21M | 50.0K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.18% | $5M | 11.7K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.18% | $425,075 | 1.0K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.18% | $1M | 2.6K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.18% | $237,542 | 570 | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.18% | $277,133 | 665 | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.18% | $912,993 | 2.2K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.18% | $14M | 33.2K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.18% | $427,996 | 1.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.18% | $563,432 | 1.4K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.18% | $201M | 482.8K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.18% | $360,140 | 864 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.18% | $952M | 2.28M | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.18% | $106M | 254.2K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.18% | $792,569 | 1.6K | Q2 2026 |
| Perbak Capital Partners LLP$406M AUM | 0.18% | $720,127 | 1.7K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.18% | $215,455 | 517 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.18% | $7M | 17.1K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.18% | $217,156 | 520 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.18% | $60M | 139.4K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.18% | $625,527 | 1.5K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.18% | $286M | 686.7K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.18% | $712,566 | 1.7K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.18% | $486,171 | 1.2K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.17% | $6M | 15.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.17% | $566M | 1.36M | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.17% | $47M | 111.7K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.17% | $287,551 | 690 | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.17% | $3M | 7.4K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.17% | $235,041 | 564 | Q1 2026OLDER |
| Crew Capital Management, Ltd$151M AUM | 0.17% | $261,713 | 628 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.17% | $124M | 298.0K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.17% | $207,182 | 491 | Q3 2025OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.17% | $680,120 | 1.6K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.17% | $657,406 | 1.6K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.17% | $29M | 69.5K | Q1 2026OLDER |
| Eurizon SLJ Capital Ltd$210M AUM | 0.17% | $362,147 | 869 | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.17% | $11M | 26.3K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.17% | $698,225 | 1.8K | Q4 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.17% | $2M | 6.0K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.17% | $714,638 | 1.5K | Q2 2026 |
| Munro Partners$3.0B AUM | 0.17% | $7M | 16.9K | Q4 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.17% | $514,882 | 1.2K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.17% | $379,233 | 910 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.17% | $17M | 41.5K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.17% | $10M | 24.7K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.17% | $31M | 62.9K | Q2 2026 |
| IFM Investors Pty Ltd$12.0B AUM | 0.17% | $20M | 48.4K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.17% | $5M | 11.6K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.17% | $260,047 | 608 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.17% | $140M | 334.9K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.17% | $579,908 | 1.5K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.17% | $309M | 740.3K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.17% | $371,315 | 891 | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.17% | $5M | 12.6K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.17% | $530,869 | 1.4K | Q4 2025OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.17% | $2M | 5.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.17% | $42M | 101.5K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.17% | $264,630 | 635 | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.16% | $2M | 5.0K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.16% | $217M | 519.9K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.16% | $2M | 4.7K | Q3 2025OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.16% | $3M | 6.1K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.16% | $2M | 4.1K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.16% | $4M | 9.4K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.16% | $925,679 | 2.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.