GEVGE VERNOVA INC
CUSIP 36828A101 · Yahoo Finance ↗ · Google Finance ↗
Ge Vernova Inc (GEV) has 247 institutional holders in Filings Flow’s 13F database, together reporting 203.57M shares worth $171.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.
Institutional Holders
247
Q1 2026
Reported Value
$2.3B
Ticker
GEV
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SEGRA CAPITAL MANAGEMENT, LLC$248M AUM | 14.08% | $35M | 40.0K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 13.01% | $107M | 122.9K | Q1 2026OLDER |
| Goodlander Investment Management, LLC$289M AUM | 11.23% | $29M | 45.0K | Q4 2025OLDER |
| Arrow Capital Management, LLC$144M AUM | 8.29% | $12M | 13.7K | Q1 2026OLDER |
| THAMES CAPITAL MANAGEMENT LLC$558M AUM | 7.88% | $44M | 50.4K | Q1 2026OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 7.73% | $2.2B | 2.57M | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 7.69% | $227M | 259.9K | Q1 2026OLDER |
| RWQ Financial Management Services, Inc.$153M AUM | 7.62% | $12M | 13.4K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 7.22% | $10M | 11.8K | Q1 2026OLDER |
| MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM | 7.21% | $245M | 281.0K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 7.16% | $19M | 21.2K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 7.01% | $16M | 18.5K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 6.57% | $23M | 26.7K | Q1 2026OLDER |
| Night Owl Capital Management, LLC$858M AUM | 6.56% | $56M | 64.4K | Q1 2026OLDER |
| Avala Global LP$2.1B AUM | 6.10% | $148M | 239.9K | Q3 2025OLDER |
| One Madison Group LLC$866M AUM | 6.05% | $52M | 60.0K | Q1 2026OLDER |
| BERKSHIRE CAPITAL HOLDINGS INC$277M AUM | 5.99% | $17M | 19.0K | Q1 2026OLDER |
| SeaTown Holdings Pte. Ltd.$153M AUM | 5.44% | $8M | 9.5K | Q1 2026OLDER |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 5.22% | $79M | 91.0K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 5.08% | $6M | 6.5K | Q1 2026OLDER |
| Amanah Holdings Trust$908M AUM | 5.01% | $46M | 52.1K | Q1 2026OLDER |
| 11 Capital Partners LP$348M AUM | 4.96% | $17M | 19.8K | Q1 2026OLDER |
| Pennant Investors, LP$361M AUM | 4.96% | $18M | 20.5K | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 4.88% | $11M | 12.7K | Q1 2026OLDER |
| Potrero Capital Research LLC$163M AUM | 4.87% | $8M | 9.1K | Q1 2026OLDER |
| Flight Deck Capital, LP$137M AUM | 4.84% | $6M | 10.4K | Q3 2025OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 4.81% | $18M | 21.2K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 4.81% | $8M | 8.7K | Q1 2026OLDER |
| Valiant Capital Management, L.P.$1.7B AUM | 4.74% | $83M | 94.6K | Q1 2026OLDER |
| NWK Group, Inc.$261M AUM | 4.48% | $12M | 13.4K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 4.47% | $23M | 19.3K | Q2 2026 |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 4.45% | $49M | 55.9K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 4.44% | $5M | 5.7K | Q1 2026OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 4.39% | $23M | 26.4K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 4.38% | $403M | 461.2K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 4.29% | $19M | 21.4K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 4.27% | $6M | 6.6K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 4.19% | $339M | 388.4K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 4.16% | $5M | 5.8K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 3.98% | $8M | 9.1K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 3.92% | $5M | 5.5K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 3.88% | $10M | 11.7K | Q1 2026OLDER |
| Gunderson Capital Management LLC$239M AUM | 3.81% | $9M | 10.4K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 3.78% | $17M | 18.9K | Q1 2026OLDER |
| TRAN CAPITAL MANAGEMENT, L.P.$728M AUM | 3.74% | $27M | 31.2K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 3.73% | $30M | 34.5K | Q1 2026OLDER |
| TIGER GLOBAL MANAGEMENT LLC$22.8B AUM | 3.72% | $849M | 973.0K | Q1 2026OLDER |
| Incline Global Management LLC$255M AUM | 3.70% | $11M | 16.6K | Q4 2025OLDER |
| SHARPEPOINT LLC$168M AUM | 3.67% | $6M | 7.1K | Q1 2026OLDER |
| Settian Capital LP$143M AUM | 3.67% | $5M | 6.0K | Q1 2026OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 3.66% | $150M | 172.3K | Q1 2026OLDER |
| Bosman Wealth Management, LLC$114M AUM | 3.65% | $4M | 4.8K | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 3.64% | $8M | 8.7K | Q1 2026OLDER |
| DSM CAPITAL PARTNERS LLC$5.7B AUM | 3.64% | $206M | 235.7K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 3.53% | $7M | 8.4K | Q1 2026OLDER |
| M37 Management LP$251M AUM | 3.48% | $9M | 10.0K | Q1 2026OLDER |
| Newport Trust Company, LLC$40.7B AUM | 3.44% | $1.4B | 1.61M | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 3.43% | $4M | 6.4K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 3.31% | $22M | 25.2K | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 3.31% | $159M | 243.3K | Q4 2025OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 3.27% | $75M | 63.8K | Q2 2026 |
| Kessler Investment Group, LLC$211M AUM | 3.25% | $7M | 7.9K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 3.23% | $6M | 5.0K | Q2 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 3.14% | $53M | 61.2K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 3.12% | $4M | 4.5K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 3.10% | $4M | 7.2K | Q3 2025OLDER |
| Tenere Capital LLC$136M AUM | 3.09% | $4M | 4.8K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 3.04% | $105M | 120.1K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 3.03% | $49M | 56.5K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 2.97% | $8M | 6.5K | Q2 2026 |
| Next Level Private LLC$511M AUM | 2.92% | $15M | 12.7K | Q2 2026 |
| Clarity Financial LLC$919M AUM | 2.77% | $25M | 29.2K | Q1 2026OLDER |
| Silvant Capital Management LLC$2.9B AUM | 2.74% | $79M | 90.8K | Q1 2026OLDER |
| Goldstream Capital Management Ltd$120M AUM | 2.71% | $3M | 3.7K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 2.71% | $243M | 278.6K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 2.70% | $19M | 21.3K | Q1 2026OLDER |
| Pelham Capital Ltd.$128M AUM | 2.67% | $5M | 8.8K | Q3 2025OLDER |
| EVEXIA WEALTH LLC$364M AUM | 2.60% | $9M | 9.5K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 2.59% | $30M | 34.0K | Q1 2026OLDER |
| Merrion Investment Management Co, LLC$186M AUM | 2.59% | $5M | 5.5K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 2.57% | $44M | 50.7K | Q1 2026OLDER |
| First Washington CORP$353M AUM | 2.56% | $9M | 10.4K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 2.54% | $3M | 3.9K | Q1 2026OLDER |
| REAVES W H & CO INC$6.0B AUM | 2.54% | $153M | 175.1K | Q1 2026OLDER |
| Generate Investment Management Ltd$2.0B AUM | 2.50% | $51M | 58.0K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 2.48% | $44M | 50.6K | Q1 2026OLDER |
| Overbrook Management Corp$529M AUM | 2.47% | $13M | 15.0K | Q1 2026OLDER |
| Draper Asset Management, LLC$176M AUM | 2.44% | $4M | 4.9K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 2.44% | $6M | 8.6K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 2.43% | $12M | 13.7K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 2.43% | $4M | 3.6K | Q2 2026 |
| Nierenberg Investment Management Company, LLC$201M AUM | 2.41% | $5M | 7.6K | Q4 2025OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 2.40% | $32M | 37.0K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 2.40% | $6M | 6.6K | Q1 2026OLDER |
| KP Management LLC$409M AUM | 2.37% | $10M | 11.1K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 2.36% | $62M | 71.5K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 2.32% | $16M | 18.3K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 2.31% | $4M | 4.8K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 2.31% | $8M | 9.7K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 2.30% | $8M | 8.8K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 2.30% | $5M | 6.1K | Q1 2026OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 2.30% | $4M | 4.5K | Q1 2026OLDER |
| KADENSA CAPITAL Ltd$718M AUM | 2.24% | $16M | 18.4K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 2.22% | $5M | 5.7K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 2.21% | $15M | 12.8K | Q2 2026 |
| BENDER ROBERT & ASSOCIATES$417M AUM | 2.20% | $9M | 10.5K | Q1 2026OLDER |
| STONE RUN CAPITAL, LLC$254M AUM | 2.17% | $6M | 9.0K | Q3 2025OLDER |
| VMS Asset Management Limited$164M AUM | 2.17% | $6M | 8.6K | Q4 2025OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 2.14% | $11M | 12.2K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 2.13% | $7M | 7.6K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 2.13% | $61M | 70.1K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 2.13% | $4M | 5.1K | Q1 2026OLDER |
| Tribune Investment Group LP$261M AUM | 2.11% | $6M | 6.3K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 2.10% | $8M | 8.7K | Q1 2026OLDER |
| Atika Capital Management LLC$796M AUM | 2.10% | $26M | 42.4K | Q3 2025OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 2.10% | $3M | 4.4K | Q4 2025OLDER |
| OMC Financial Services LTD$258M AUM | 2.03% | $5M | 6.0K | Q1 2026OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 2.02% | $20M | 23.2K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 2.01% | $54M | 62.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.99% | $12M | 10.0K | Q2 2026 |
| Aventail Capital Group, LP$2.1B AUM | 1.98% | $41M | 47.4K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.95% | $23M | 26.6K | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 1.93% | $9M | 9.8K | Q1 2026OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 1.92% | $27M | 30.4K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 1.91% | $5M | 6.0K | Q1 2026OLDER |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 1.91% | $116M | 133.2K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 1.91% | $3M | 3.6K | Q1 2026OLDER |
| RH Tailwind Management, LLC$781M AUM | 1.90% | $15M | 17.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 1.87% | $1.2B | 1.37M | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 1.87% | $569M | 651.9K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.85% | $2M | 2.5K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.84% | $15M | 16.9K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 1.83% | $2M | 2.7K | Q1 2026OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 1.82% | $466M | 534.0K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 1.82% | $3M | 3.7K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 1.81% | $3M | 5.1K | Q4 2025OLDER |
| Freemont Management S.A.$661M AUM | 1.80% | $12M | 13.6K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 1.79% | $41M | 46.9K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 1.78% | $2M | 2.4K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 1.78% | $83M | 94.9K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 1.77% | $4M | 4.7K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.77% | $12M | 9.9K | Q2 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 1.76% | $17M | 19.9K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 1.76% | $12M | 13.6K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.75% | $6M | 6.6K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 1.74% | $4M | 4.1K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 1.74% | $40M | 45.3K | Q1 2026OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 1.71% | $19M | 21.9K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 1.69% | $380M | 434.9K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.69% | $19M | 15.9K | Q2 2026 |
| DARA CAPITAL US, INC.$105M AUM | 1.67% | $2M | 2.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 1.66% | $580M | 664.6K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 1.66% | $8M | 9.1K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 1.66% | $6M | 5.0K | Q2 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 1.65% | $3M | 2.9K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 1.63% | $3M | 3.3K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 1.63% | $15M | 17.0K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 1.63% | $3M | 4.0K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 1.62% | $19M | 21.8K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 1.59% | $10M | 15.0K | Q4 2025OLDER |
| TEMA ETFS LLC$1.5B AUM | 1.56% | $23M | 26.6K | Q1 2026OLDER |
| WT Asset Management Ltd$4.8B AUM | 1.55% | $39M | 59.7K | Q4 2025OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 1.53% | $8M | 8.9K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 1.53% | $104M | 119.6K | Q1 2026OLDER |
| Slate Path Capital LP$6.7B AUM | 1.51% | $102M | 116.6K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 1.51% | $4M | 5.0K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.51% | $2M | 1.9K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.49% | $23M | 26.1K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.49% | $2M | 2.0K | Q1 2026OLDER |
| Kinetic Partners Management, LP$1.8B AUM | 1.49% | $27M | 30.4K | Q1 2026OLDER |
| Anomaly Capital Management, LP$1.7B AUM | 1.47% | $41M | 62.7K | Q4 2025OLDER |
| SPX Gestao de Recursos Ltda$1.2B AUM | 1.47% | $18M | 28.7K | Q3 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 1.47% | $5M | 6.0K | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 1.46% | $2M | 2.8K | Q2 2026 |
| Elk River Wealth Management LLC$602M AUM | 1.45% | $9M | 10.0K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 1.44% | $41M | 47.3K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 1.44% | $8M | 9.6K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 1.44% | $133M | 154.8K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 1.44% | $2M | 3.6K | Q3 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 1.44% | $4M | 5.0K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 1.43% | $592M | 678.5K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 1.41% | $3M | 3.5K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 1.41% | $5M | 5.3K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 1.40% | $3M | 2.2K | Q2 2026 |
| FORA Capital, LLC$1.4B AUM | 1.40% | $12M | 17.8K | Q4 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 1.40% | $3M | 3.5K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 1.39% | $226M | 192.7K | Q2 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.39% | $2M | 2.0K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 1.38% | $1M | 1.6K | Q1 2026OLDER |
| CORNERSTONE ENTERPRISES, LLC$201M AUM | 1.38% | $3M | 3.2K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 1.38% | $3M | 3.9K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 1.38% | $1M | 1.7K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 1.37% | $4M | 4.1K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 1.36% | $2M | 2.3K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 1.35% | $30M | 34.6K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 1.35% | $7M | 8.3K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 1.34% | $44M | 50.5K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 1.34% | $2M | 2.2K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 1.34% | $2M | 2.8K | Q1 2026OLDER |
| Varenne Capital Partners$413M AUM | 1.33% | $6M | 6.3K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 1.33% | $38M | 43.3K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 1.32% | $9M | 10.0K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 1.32% | $22M | 25.2K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 1.31% | $9M | 10.3K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 1.31% | $298M | 340.7K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.31% | $3M | 3.5K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.30% | $6M | 7.3K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 1.29% | $37M | 42.3K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 1.29% | $11M | 12.9K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 1.28% | $1M | 1.5K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.28% | $2M | 2.5K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.27% | $8M | 8.7K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 1.26% | $4M | 3.5K | Q2 2026 |
| STANCE CAPITAL LLC$206M AUM | 1.26% | $3M | 3.0K | Q1 2026OLDER |
| Cercano Management LLC$2.3B AUM | 1.25% | $29M | 33.2K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 1.25% | $8M | 9.4K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.24% | $4M | 7.3K | Q3 2025OLDER |
| PATHWAY WEALTH MANAGEMENT LLC$106M AUM | 1.24% | $1M | 1.5K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 1.23% | $2M | 2.1K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.23% | $76M | 87.4K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 1.21% | $9M | 9.9K | Q1 2026OLDER |
| Pinnacle Wealth Management, LLC$148M AUM | 1.21% | $2M | 2.7K | Q4 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 1.20% | $4M | 4.6K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.20% | $3M | 3.4K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 1.20% | $36M | 41.5K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 1.19% | $7M | 7.5K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 1.18% | $8M | 9.4K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.18% | $5M | 5.4K | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 1.18% | $2M | 2.0K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 1.17% | $28M | 31.8K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.17% | $2M | 2.4K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 1.17% | $89M | 76.0K | Q2 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 1.15% | $7M | 8.3K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 1.15% | $9M | 12.2K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 1.14% | $2M | 2.0K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 1.14% | $10M | 11.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 1.13% | $179M | 204.6K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 1.13% | $5M | 6.2K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 1.12% | $3M | 3.5K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 1.12% | $9M | 10.4K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 1.12% | $6M | 7.3K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 1.12% | $686M | 785.6K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 1.11% | $5M | 5.7K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 1.11% | $6M | 6.5K | Q1 2026OLDER |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 1.11% | $17M | 19.2K | Q1 2026OLDER |
| ALLEN OPERATIONS LLC$670M AUM | 1.09% | $7M | 8.4K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 1.09% | $33M | 37.7K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 1.09% | $63M | 72.1K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 1.09% | $28M | 44.8K | Q3 2025OLDER |
| One River Asset Management, LLC$273M AUM | 1.09% | $3M | 3.4K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 1.08% | $1M | 1.6K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 1.08% | $11M | 12.1K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 1.07% | $9M | 10.5K | Q1 2026OLDER |
| M & L Capital Management Ltd$407M AUM | 1.07% | $4M | 5.0K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 1.07% | $2M | 2.3K | Q1 2026OLDER |
| IAT REINSURANCE CO LTD.$310M AUM | 1.07% | $3M | 3.8K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 1.06% | $2M | 2.0K | Q2 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 1.05% | $2M | 1.9K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 1.05% | $2M | 1.9K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 1.05% | $2M | 2.5K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.04% | $9M | 10.3K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 1.04% | $1M | 1.5K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 1.04% | $21M | 24.0K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 1.04% | $4M | 4.3K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 1.03% | $2M | 2.2K | Q1 2026OLDER |
| Cambridge Financial Group, Inc.$267M AUM | 1.03% | $3M | 3.2K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.03% | $13M | 11.2K | Q2 2026 |
| Constitution Capital LLC$195M AUM | 1.02% | $2M | 1.7K | Q2 2026 |
| Old West Investment Management, LLC$923M AUM | 1.02% | $9M | 10.8K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 1.02% | $2M | 1.9K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 1.02% | $3M | 3.7K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.02% | $2M | 1.8K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 1.01% | $7M | 8.5K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 1.01% | $28M | 31.5K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 1.01% | $3M | 3.4K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 1.01% | $2M | 1.9K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.00% | $2M | 1.9K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 1.00% | $7M | 7.6K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.99% | $32M | 36.5K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.99% | $11M | 13.1K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.99% | $9M | 10.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.99% | $47M | 53.6K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.98% | $5M | 5.3K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.98% | $2M | 2.4K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 0.98% | $7M | 7.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.98% | $418M | 478.5K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.98% | $1M | 1.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.98% | $2M | 2.7K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.97% | $47M | 53.3K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.97% | $2M | 2.6K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.97% | $606M | 694.4K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.96% | $2M | 2.8K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.96% | $9M | 10.2K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.96% | $35M | 40.0K | Q1 2026OLDER |
| Buckland Partners Management Co LLC$165M AUM | 0.96% | $2M | 1.8K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.95% | $12M | 13.3K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.95% | $2M | 2.0K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.95% | $79M | 90.5K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.95% | $4M | 4.7K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.94% | $958,134 | 1.5K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.94% | $23M | 26.2K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.94% | $31M | 50.1K | Q3 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.94% | $26M | 29.9K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 0.93% | $5M | 5.9K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.92% | $29M | 45.1K | Q4 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.91% | $203M | 233.0K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 0.91% | $6M | 7.0K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.91% | $4M | 6.3K | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 0.90% | $4M | 4.7K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.90% | $969,000 | 1.1K | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 0.89% | $251M | 288.0K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.89% | $3M | 3.5K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.89% | $184M | 210.6K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.89% | $1M | 1.7K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.89% | $48M | 77.9K | Q3 2025OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 0.89% | $1M | 1.5K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.89% | $1M | 1.4K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 0.88% | $2M | 3.6K | Q4 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.88% | $106M | 121.4K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.88% | $5M | 5.9K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.87% | $64M | 73.0K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.87% | $1M | 1.0K | Q2 2026 |
| Braeburn Wealth Management LLC$175M AUM | 0.86% | $2M | 1.7K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.86% | $2M | 2.6K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.85% | $9M | 10.5K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.85% | $1M | 1.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.85% | $16.1B | 18.48M | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.85% | $2M | 2.0K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 0.84% | $1M | 1.2K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.84% | $209M | 239.1K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.83% | $3M | 3.0K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.83% | $11M | 13.1K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.83% | $2M | 2.2K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.82% | $1M | 1.4K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.81% | $2M | 2.0K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.81% | $394M | 597.5K | Q4 2025OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.81% | $1M | 1.6K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.80% | $2M | 1.8K | Q1 2026OLDER |
| Crystal Rock Capital Management$168M AUM | 0.80% | $1M | 1.6K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.79% | $2M | 1.5K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.79% | $14M | 15.9K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.79% | $3M | 3.1K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.79% | $2M | 2.5K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.79% | $855,634 | 980 | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.79% | $2M | 3.2K | Q3 2025OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.79% | $2M | 2.2K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.78% | $1M | 1.3K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.78% | $3M | 2.4K | Q2 2026 |
| Corps Capital Advisors, LLC$115M AUM | 0.78% | $897,341 | 1.0K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.78% | $11M | 13.1K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.78% | $3M | 2.5K | Q2 2026 |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.77% | $7M | 8.5K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.77% | $6M | 6.8K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.77% | $6M | 6.7K | Q2 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.77% | $36M | 40.7K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 0.76% | $6M | 10.0K | Q3 2025OLDER |
| Wilmar Advisors LLC$116M AUM | 0.75% | $872,900 | 1.0K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 0.75% | $2M | 2.1K | Q2 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.75% | $16M | 18.5K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.75% | $28M | 32.6K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.74% | $3M | 3.0K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.74% | $5M | 8.0K | Q3 2025OLDER |
| 1248 Management, LLC$216M AUM | 0.74% | $2M | 1.8K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.74% | $2M | 2.6K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.73% | $5M | 5.8K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.73% | $4M | 7.2K | Q3 2025OLDER |
| Grandview Asset Management LLC$342M AUM | 0.73% | $3M | 2.8K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 0.73% | $1M | 2.0K | Q3 2025OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.73% | $174M | 199.3K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.73% | $2M | 2.5K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.73% | $7M | 5.6K | Q2 2026 |
| First Long Island Investors, LLC$1.2B AUM | 0.73% | $9M | 10.3K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.72% | $756,428 | 676 | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.72% | $12M | 13.6K | Q1 2026OLDER |
| HWG Holdings LP$385M AUM | 0.72% | $3M | 3.2K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.72% | $2M | 2.6K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.72% | $19M | 16.4K | Q2 2026 |
| Veracity Capital LLC$280M AUM | 0.72% | $2M | 2.3K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.71% | $3M | 2.9K | Q2 2026 |
| Park Capital Management, LLC / WI$103M AUM | 0.71% | $884,226 | 1.4K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.71% | $1M | 1.7K | Q4 2025OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.70% | $3M | 3.9K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.70% | $1M | 956 | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.70% | $13M | 19.7K | Q4 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.70% | $1M | 1.2K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.69% | $2M | 1.8K | Q1 2026OLDER |
| Zweig-DiMenna Associates LLC$722M AUM | 0.69% | $11M | 17.1K | Q4 2025OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.69% | $1M | 1.5K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.69% | $2M | 2.1K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.69% | $1M | 1.3K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.69% | $4M | 5.0K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 0.69% | $3M | 3.2K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.69% | $977,649 | 1.1K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.69% | $6M | 7.1K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.69% | $999,103 | 1.1K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.68% | $5M | 5.4K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.68% | $2M | 2.8K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.68% | $3M | 3.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.67% | $10M | 12.0K | Q1 2026OLDER |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 0.67% | $3M | 3.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.67% | $2M | 2.2K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.66% | $4M | 4.3K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.66% | $51M | 58.4K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.66% | $2M | 2.7K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.66% | $239M | 273.4K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.66% | $3M | 5.4K | Q3 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.66% | $1M | 1.4K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.66% | $868,701 | 995 | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 0.66% | $1M | 1.3K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.66% | $633M | 725.3K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.66% | $5M | 5.8K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 0.66% | $4M | 4.1K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.66% | $12M | 14.2K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.66% | $2M | 3.1K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.65% | $3M | 3.1K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.65% | $9M | 10.2K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.65% | $2M | 2.6K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.65% | $23M | 25.9K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.65% | $4M | 5.0K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.65% | $61M | 74.7K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 0.65% | $86M | 98.2K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.65% | $5M | 5.8K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.65% | $2M | 2.3K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.64% | $2M | 2.1K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.64% | $4M | 4.3K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 0.64% | $2M | 2.7K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 0.63% | $2M | 1.3K | Q2 2026 |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.63% | $1M | 1.3K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.63% | $4M | 4.5K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.63% | $1.3B | 1.52M | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.63% | $886,885 | 1.0K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 0.62% | $808,305 | 926 | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.62% | $2M | 2.5K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.62% | $6M | 6.5K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.62% | $2M | 2.0K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.62% | $1M | 970 | Q2 2026 |
| Plato Investment Management Ltd$1.5B AUM | 0.62% | $9M | 10.5K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.61% | $2M | 2.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.61% | $38M | 43.1K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 0.61% | $2M | 3.0K | Q4 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.61% | $2M | 2.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.60% | $1.1B | 1.28M | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.60% | $4M | 4.5K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.60% | $2M | 2.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.60% | $837M | 958.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.60% | $4M | 4.2K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.60% | $143M | 164.4K | Q1 2026OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 0.60% | $8M | 9.4K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.60% | $4M | 4.9K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.59% | $2M | 2.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.59% | $334M | 382.9K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.59% | $3M | 3.0K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.59% | $96M | 110.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.59% | $1M | 1.3K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 0.59% | $1M | 1.7K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.58% | $1M | 1.6K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.58% | $964,555 | 1.1K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.58% | $644,334 | 738 | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.58% | $17M | 19.8K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 0.58% | $1M | 1.1K | Q2 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.58% | $1M | 1.5K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.58% | $36M | 40.7K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.58% | $34M | 39.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.58% | $1.3B | 1.48M | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.58% | $2M | 2.5K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.58% | $862,426 | 988 | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.57% | $2M | 1.4K | Q2 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.57% | $18M | 20.6K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.57% | $42M | 48.1K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.57% | $848,872 | 1.4K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.57% | $5M | 4.4K | Q2 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.57% | $994,139 | 846 | Q2 2026 |
| VAN STRUM & TOWNE INC.$343M AUM | 0.57% | $2M | 2.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.57% | $10M | 11.4K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 0.57% | $946,369 | 1.4K | Q1 2026OLDER |
| Fortune 45 LLC$205M AUM | 0.57% | $1M | 1.3K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.57% | $143M | 164.0K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.57% | $1M | 1.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.57% | $1M | 1.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.56% | $482M | 552.2K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.56% | $906,943 | 1.0K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.56% | $392M | 448.9K | Q1 2026OLDER |
| Owl Creek Asset Management, L.P.$1.4B AUM | 0.56% | $18M | 28.2K | Q4 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.55% | $4M | 4.1K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.55% | $578,765 | 663 | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.55% | $2M | 2.3K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.55% | $56M | 64.1K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.55% | $640,709 | 734 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.55% | $85M | 97.0K | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.55% | $6M | 10.2K | Q3 2025OLDER |
| Sentry LLC$314M AUM | 0.55% | $2M | 2.0K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 0.55% | $14M | 15.8K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.54% | $950,455 | 1.1K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.54% | $59M | 71.8K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.54% | $790M | 904.7K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.54% | $844,094 | 967 | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.54% | $69M | 79.0K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.54% | $81M | 93.3K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.54% | $3M | 2.4K | Q2 2026 |
| Knollwood Investment Advisory, LLC$992M AUM | 0.54% | $5M | 6.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.