SEC 13F Intelligence

GISGENERAL MILLS INC

CUSIP 370334104 · Yahoo Finance ↗ · Google Finance ↗

General Mills Inc (GIS) has 1,291 institutional holders in Filings Flow’s 13F database, together reporting 450.83M shares worth $16.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,291
Q1 2026
Reported Value
$16.4B
Ticker
GIS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,119Q4 ’18Q1 ’19: 1,195Q2 ’19: 1,208Q2 ’19Q3 ’19: 1,200Q2 ’21: 1,338Q2 ’21Q4 ’21: 1,423Q4 ’22: 1,590Q4 ’22Q4 ’25: 1,379Q1 ’26: 1,291Q1 ’26Q2 ’26: 108filingsflow.com
Total reported value
Q4 ’18: $133.5BQ4 ’18Q1 ’19: $209.8BQ2 ’19: $201.0BQ2 ’19Q3 ’19: $198.7BQ2 ’21: $364.9BQ2 ’21Q4 ’21: $357.1BQ4 ’22: $19.6BQ4 ’22Q4 ’25: $20.2BQ1 ’26: $16.4BQ1 ’26Q2 ’26: $194Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lion Street Advisors, LLC$289M AUM34.78%$101M1.63MQ3 2025OLDER
Mountain Hill Investment Partners Corp.$169M AUM3.60%$6M163.4KQ1 2026OLDER
Night Squared LP$681M AUM3.24%$9M178.1KQ3 2025OLDER
Clear Trail Advisors, LLC$601M AUM3.12%$19M504.2KQ1 2026OLDER
ADVOCATE GROUP LLC$665M AUM2.80%$19M534.5KQ2 2026
Fluent Financial, LLC$280M AUM2.46%$7M194.2KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM2.32%$61M1.64MQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM2.25%$4M103.6KQ2 2026
BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM1.85%$4M109.9KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM1.62%$66M1.77MQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM1.58%$2M30.9KQ4 2025OLDER
Philip James Wealth Mangement, LLC$870M AUM1.43%$12M335.1KQ1 2026OLDER
Creegan & Nassoura Financial Group, LLC$154M AUM1.38%$2M45.8KQ4 2025OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM1.31%$4M102.8KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM1.28%$3M69.4KQ3 2025OLDER
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM1.21%$2M37.0KQ3 2025OLDER
Cardinal Capital Management$776M AUM1.20%$9M250.1KQ1 2026OLDER
tru Independence LLC$202M AUM1.17%$5M99.6KQ4 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM1.12%$178M4.79MQ1 2026OLDER
Capital Management Associates, Inc$442M AUM1.10%$5M130.5KQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM1.09%$4M77.8KQ3 2025OLDER
Alpha Omega Wealth Management LLC$617M AUM1.01%$6M167.2KQ1 2026OLDER
FinArc Investments, Inc.$104M AUM1.01%$1M28.1KQ1 2026OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM0.99%$2M58.4KQ1 2026OLDER
Strategic Planning, Inc.$199M AUM0.99%$2M52.8KQ1 2026OLDER
Investmark Advisory Group LLC$234M AUM0.95%$2M59.8KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.95%$4M94.5KQ1 2026OLDER
Rock Point Advisors, LLC$370M AUM0.92%$4M78.7KQ4 2025OLDER
HF Advisory Group, LLC$323M AUM0.90%$3M83.3KQ2 2026
Signature Wealth Management Group$263M AUM0.89%$2M63.0KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.88%$8M204.7KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.87%$3M74.2KQ4 2025OLDER
Echo Wealth Management, LLC$174M AUM0.85%$1M39.6KQ1 2026OLDER
Thrive Capital Management, LLC$456M AUM0.82%$4M100.1KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM0.81%$2M31.8KQ3 2025OLDER
Lindenwold Advisors, INC$212M AUM0.79%$2M33.3KQ4 2025OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.78%$4M101.2KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.77%$3M86.5KQ1 2026OLDER
Nepsis Inc.$299M AUM0.73%$2M45.4KQ3 2025OLDER
Biondo Investment Advisors, LLC$780M AUM0.71%$6M149.7KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.70%$18M351.5KQ3 2025OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.70%$57M1.52MQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.68%$16M425.6KQ1 2026OLDER
Exeter Financial, LLC$245M AUM0.65%$2M42.6KQ1 2026OLDER
Delta Accumulation, LLC$1.2B AUM0.64%$7M198.4KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM0.64%$594,81412.8KQ4 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.63%$2M61.5KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.60%$1M43.8KQ4 2025OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.60%$1M23.9KQ3 2025OLDER
Bard Financial Services, Inc.$911M AUM0.60%$5M108.0KQ3 2025OLDER
Te Ahumairangi Investment Management Ltd$597M AUM0.58%$3M93.5KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.56%$728,79219.6KQ1 2026OLDER
Pingora Partners LLC$169M AUM0.55%$923,42824.8KQ1 2026OLDER
4WEALTH ADVISORS, INC.$130M AUM0.53%$687,76418.9KQ2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.52%$8M167.5KQ4 2025OLDER
Columbia Bank$350M AUM0.52%$2M49.1KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.52%$4M114.7KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.51%$2M63.0KQ1 2026OLDER
CEERA INVESTMENTS, LLC$228M AUM0.50%$1M30.5KQ1 2026OLDER
Old North State Wealth Management, LLC$234M AUM0.49%$1M32.7KQ2 2026
Stamos Capital Partners, L.P.$640M AUM0.49%$3M83.4KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.48%$12M326.5KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.48%$9M248.7KQ1 2026OLDER
TRUSTCO BANK CORP N Y$113M AUM0.48%$534,88914.4KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.47%$621,70916.7KQ1 2026OLDER
Odyssean, LLC$274M AUM0.47%$1M34.4KQ1 2026OLDER
Manske Wealth Management$357M AUM0.47%$2M44.7KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.46%$5M121.0KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.45%$987,85421.2KQ4 2025OLDER
Brindle & Bay Financial Advisors, LLC$163M AUM0.45%$728,47819.6KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.44%$11M322.9KQ2 2026
INSPIRE TRUST CO, N.A.$648M AUM0.43%$3M75.0KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.43%$1M30.5KQ4 2025OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.43%$8M217.3KQ1 2026OLDER
KENNEDY INVESTMENT GROUP, INC.$255M AUM0.42%$1M29.1KQ1 2026OLDER
CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM0.42%$929,02420.0KQ4 2025OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.42%$565,80515.2KQ1 2026OLDER
MQS Management LLC$148M AUM0.41%$694,19814.9KQ4 2025OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.40%$535,75814.4KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM0.40%$2M53.9KQ1 2026OLDER
Minot DeBlois Advisors LLC$110M AUM0.39%$430,48511.6KQ1 2026OLDER
Widmann Financial Services, Inc.$168M AUM0.39%$652,65517.5KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.38%$2M33.4KQ4 2025OLDER
Providence Capital Advisors, LLC$613M AUM0.37%$2M61.3KQ1 2026OLDER
Cypress Capital, LLC$370M AUM0.37%$1M38.8KQ2 2026
City Center Advisors, LLC$123M AUM0.36%$396,3488.5KQ4 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.36%$390M10.58MQ1 2026OLDER
Hardworking Capital Advisors, LLC$107M AUM0.36%$387,73510.4KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM0.36%$994,54726.7KQ1 2026OLDER
WINCAP FINANCIAL LLC$185M AUM0.36%$664,52419.1KQ2 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.36%$10M189.1KQ3 2025OLDER
626 Financial, LLC$224M AUM0.36%$798,96721.5KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.35%$4M100.4KQ1 2026OLDER
FORTERIS WEALTH MANAGEMENT INC.$104M AUM0.35%$366,6179.8KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.35%$24M651.0KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.35%$2M54.7KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.34%$21M574.3KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.34%$480,65912.9KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.34%$1M21.6KQ4 2025OLDER
Massachusetts Wealth Management$231M AUM0.33%$771,38420.7KQ1 2026OLDER
BCM ADVISORS, LLC$507M AUM0.33%$2M48.7KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.33%$627,54016.9KQ1 2026OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.32%$463,05412.4KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.32%$12M321.7KQ1 2026OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.31%$700,02218.8KQ1 2026OLDER
PERKINS CAPITAL MANAGEMENT INC$107M AUM0.31%$330,3278.9KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.31%$14M385.9KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.31%$997,71926.8KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.31%$5M106.2KQ4 2025OLDER
Leelyn Smith, LLC$713M AUM0.30%$2M57.2KQ1 2026OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM0.30%$6M156.0KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.30%$10M259.0KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.29%$818,50522.0KQ1 2026OLDER
Kiker Wealth Management, LLC$209M AUM0.29%$612,93316.5KQ1 2026OLDER
DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM0.29%$1,20926.0KQ4 2025OLDER
Murphy Pohlad Asset Management LLC$279M AUM0.29%$808,86521.7KQ1 2026OLDER
Argent Advisors, Inc.$366M AUM0.29%$1M28.3KQ1 2026OLDER
GREATMARK INVESTMENT PARTNERS, INC.$854M AUM0.29%$2M65.6KQ1 2026OLDER
MRWM Advisors, LLC$184M AUM0.28%$523,87114.1KQ1 2026OLDER
Portfolio Design Labs, LLC$562M AUM0.28%$2M42.9KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.28%$5M135.2KQ1 2026OLDER
Sankala Group LLC$122M AUM0.28%$340,9189.3KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.28%$732,06319.7KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.27%$4M90.8KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.27%$1M25.6KQ4 2025OLDER
Copley Financial Group, Inc.$166M AUM0.27%$389,7477.7KQ3 2025OLDER
Forza Wealth Management, LLC$287M AUM0.26%$761,63320.5KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.26%$1M34.4KQ1 2026OLDER
Valtrion Capital Management, LLC$106M AUM0.26%$242,0824.8KQ3 2025OLDER
MOKAN Wealth Management Inc.$226M AUM0.26%$585,12415.7KQ1 2026OLDER
Crescent Sterling, Ltd.$112M AUM0.26%$285,3138.2KQ2 2026
Sonora Investment Management Group, LLC$1.4B AUM0.25%$4M70.8KQ3 2025OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.25%$15M401.7KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM0.25%$2M47.0KQ1 2026OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.25%$213,6303.4KQ3 2025OLDER
Ransom Advisory, Ltd$218M AUM0.25%$539,7498.5KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.24%$841,46418.1KQ4 2025OLDER
Signet Investment Advisory Group, Inc.$218M AUM0.24%$527,14314.2KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.24%$449,72912.1KQ1 2026OLDER
Holowesko Partners Ltd.$357M AUM0.23%$837,45022.5KQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.23%$12M332.8KQ1 2026OLDER
Lauterbach Financial Advisors, LLC$205M AUM0.23%$476,41612.8KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.23%$2M62.0KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.23%$274,1845.4KQ3 2025OLDER
BAYBAN$115M AUM0.23%$263,4317.1KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.23%$948,35018.8KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.23%$626,68013.5KQ4 2025OLDER
PRING TURNER CAPITAL GROUP INC$166M AUM0.22%$372,0008.0KQ1 2026OLDER
Bell Bank$2.4B AUM0.22%$5M141.2KQ1 2026OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM0.22%$444,25811.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.22%$11M283.3KQ1 2026OLDER
Guardian Wealth Advisors, LLC$174M AUM0.22%$393,2908.5KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.22%$483M13.08MQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.22%$487,33513.1KQ1 2026OLDER
Accredited Investors Inc.$1.9B AUM0.22%$4M109.5KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.22%$411,82711.1KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.22%$454,52112.2KQ1 2026OLDER
Pacific Capital Wealth Advisors, Inc.$663M AUM0.21%$1M40.9KQ2 2026
Schrum Private Wealth Management LLC$131M AUM0.21%$280,3177.5KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.21%$13M252.8KQ3 2025OLDER
Value Partners Investments Inc.$1.3B AUM0.21%$3M73.0KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.21%$412,28611.1KQ1 2026OLDER
Lynx Investment Advisory$209M AUM0.20%$419,85911.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.20%$764,05220.5KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.20%$3M85.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.20%$25M536.0KQ4 2025OLDER
McMillan Office, Inc.$782M AUM0.20%$2M41.0KQ1 2026OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.19%$277,7135.5KQ3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.19%$19M355.8KQ2 2026
Westhampton Capital, LLC$214M AUM0.19%$417,37611.2KQ1 2026OLDER
MADDEN SECURITIES Corp$333M AUM0.19%$643,53417.3KQ1 2026OLDER
Investors Research Corp$523M AUM0.19%$986,70226.5KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.19%$278,6348.0KQ2 2026
WESTPAC BANKING CORP$1.4B AUM0.19%$3M72.3KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.19%$962,71719.1KQ3 2025OLDER
Leonteq Securities AG$2.7B AUM0.19%$5M135.7KQ1 2026OLDER
Latash Investments, LLC$129M AUM0.19%$239,5116.4KQ1 2026OLDER
Edgemoor Investment Advisors, Inc.$1.3B AUM0.19%$2M63.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.18%$8M165.5KQ4 2025OLDER
Financial Solutions Advisory Group, Inc.$723M AUM0.18%$1M35.5KQ2 2026
Bull Harbor Capital LLC$373M AUM0.18%$678,37218.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.18%$753,74220.3KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.18%$578,06415.5KQ1 2026OLDER
Impact Investors, Inc$144M AUM0.18%$260,7725.6KQ4 2025OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM0.18%$3M55.7KQ4 2025OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.18%$952,08820.5KQ4 2025OLDER
Valley Brook Capital Group, Inc.$149M AUM0.17%$257,0046.9KQ1 2026OLDER
Partnership Wealth Management, LLC$131M AUM0.17%$223,3206.0KQ1 2026OLDER
Humankind Investments LLC$175M AUM0.17%$739,91414.7KQ3 2025OLDER
MOTCO$1.1B AUM0.17%$2M48.9KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.17%$653,96217.6KQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.16%$311,8766.7KQ4 2025OLDER
1834 INVESTMENT ADVISORS CO$801M AUM0.16%$1M35.0KQ1 2026OLDER
Clean Yield Group$355M AUM0.16%$570,88015.3KQ1 2026OLDER
Sippican Capital Advisors$146M AUM0.16%$234,4866.3KQ1 2026OLDER
Alpha Family Trust$206M AUM0.16%$329,9558.9KQ1 2026OLDER
Brown Financial Advisors$264M AUM0.16%$432,6048.6KQ3 2025OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.16%$239,8475.2KQ4 2025OLDER
Powell Investment Advisors, LLC$290M AUM0.16%$462,05312.4KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.16%$343,38012.6KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.16%$11M283.0KQ1 2026OLDER
Accuvest Global Advisors$107M AUM0.16%$214,0004.6KQ4 2025OLDER
Cladis Investment Advisory, LLC$182M AUM0.16%$287,0616.2KQ4 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.16%$160,0464.3KQ1 2026OLDER
Wilson & Boucher Capital Management, LLC$151M AUM0.16%$237,3345.1KQ4 2025OLDER
International Private Wealth Advisors LLC$163M AUM0.16%$246,2215.3KQ4 2025OLDER
J2 Capital Management Inc$146M AUM0.15%$224,0276.0KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.15%$5M143.5KQ1 2026OLDER
LCM Capital Management Inc$199M AUM0.15%$302,3028.1KQ1 2026OLDER
Delta Global Management LP$1.2B AUM0.15%$2M49.7KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.15%$536,46414.4KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.15%$1M39.0KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.15%$289,4227.8KQ1 2026OLDER
Kure Advisory, LLC$184M AUM0.15%$269,1207.2KQ1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM0.15%$1M30.9KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.15%$28M749.6KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.14%$4M102.1KQ1 2026OLDER
PRENTISS SMITH & CO INC$172M AUM0.14%$240,7315.2KQ4 2025OLDER
FARMERS TRUST CO$637M AUM0.14%$915,98424.6KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.14%$240,4066.5KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.14%$1M34.9KQ1 2026OLDER
Coastwise Capital Group, LLC$180M AUM0.14%$200,4084.0KQ3 2025OLDER
Financial Perspectives, Inc$358M AUM0.14%$502,72913.5KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.14%$1M22.4KQ4 2025OLDER
Exchange Bank$161M AUM0.14%$202,2754.3KQ4 2025OLDER
Sovereign Financial Group, Inc.$576M AUM0.14%$804,82121.6KQ1 2026OLDER
JB Capital LLC$2.5B AUM0.14%$3M92.2KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.14%$825,24222.2KQ1 2026OLDER
ORG Partners LLC$568M AUM0.14%$784,56716.9KQ4 2025OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.14%$1M35.2KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.14%$2M50.5KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.14%$14M369.8KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.14%$460,78412.4KQ1 2026OLDER
Swisher Financial Concepts, Inc.$179M AUM0.13%$241,0166.5KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.13%$2M32.2KQ3 2025OLDER
BDF-GESTION$747M AUM0.13%$1M23.6KQ4 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.13%$43M1.15MQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.13%$2M35.1KQ3 2025OLDER
Centennial Wealth Advisory LLC$413M AUM0.13%$491,45310.6KQ4 2025OLDER
Arkfeld Wealth Strategies, L.L.C.$316M AUM0.13%$406,74611.8KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.13%$311,4308.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.13%$138,8313.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.13%$32M853.9KQ1 2026OLDER
Center For Asset Management LLC$201M AUM0.13%$256,0836.9KQ1 2026OLDER
St. Clair Advisors, LLC$389M AUM0.13%$486,71214.0KQ2 2026
NavPoint Financial, Inc.$247M AUM0.12%$303,1578.1KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.12%$263,1087.1KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.12%$10M280.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.12%$1M10.3KQ4 2025OLDER
Everest Financial Group LLC$607M AUM0.12%$730,08619.6KQ1 2026OLDER
LYNCH & ASSOCIATES/IN$533M AUM0.12%$636,20117.1KQ1 2026OLDER
SEAMOUNT FINANCIAL GROUP INC$222M AUM0.12%$264,9697.1KQ1 2026OLDER
Viewpoint Capital Management LLC$214M AUM0.12%$255,4786.9KQ1 2026OLDER
Aegis Wealth Management LLC$175M AUM0.12%$210,5064.5KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.12%$25M678.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.12%$30M800.5KQ1 2026OLDER
WJ Wealth Management, LLC$214M AUM0.12%$265,6775.7KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.12%$109M2.94MQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.12%$209,2504.5KQ4 2025OLDER
Huntleigh Advisors, Inc.$585M AUM0.11%$669,97818.0KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.11%$413,99911.1KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.11%$3M90.1KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.11%$10M197.3KQ3 2025OLDER
Drucker Wealth 3.0, LLC$573M AUM0.11%$645,21513.9KQ4 2025OLDER
New England Research & Management, Inc.$257M AUM0.11%$267,9847.2KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.11%$1M24.9KQ4 2025OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.11%$411,31811.1KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.11%$487,21013.1KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.11%$5M141.1KQ1 2026OLDER
VISIONARY HORIZONS, LLC$203M AUM0.11%$228,4566.1KQ1 2026OLDER
Ironwood Investment Counsel, LLC$694M AUM0.11%$780,90521.0KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.11%$276,1357.4KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.11%$1M29.1KQ3 2025OLDER
TrueMark Investments, LLC$514M AUM0.11%$570,97412.3KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.11%$70M1.51MQ4 2025OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.11%$20M531.7KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.11%$3M77.7KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.11%$626,71016.8KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM0.11%$254,4726.9KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.11%$225,6654.9KQ4 2025OLDER
Delaney Dennis R$282M AUM0.11%$297,7608.0KQ1 2026OLDER
PENINSULA ASSET MANAGEMENT INC$196M AUM0.10%$204,7105.5KQ1 2026OLDER
Mengis Capital Management, Inc.$581M AUM0.10%$530,94210.5KQ3 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.10%$320,8506.9KQ4 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.10%$1M24.0KQ4 2025OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.10%$254,0516.8KQ1 2026OLDER
Powers Advisory Group, LLC$284M AUM0.10%$292,7017.9KQ1 2026OLDER
Armstrong, Fleming & Moore, Inc$236M AUM0.10%$237,5036.4KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.10%$9M236.2KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.10%$238,3576.4KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.10%$3M83.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.10%$20M532.3KQ1 2026OLDER
LifeGoal Investments, LLC$218M AUM0.10%$214,1946.2KQ2 2026
Trexquant Investment LP$13.9B AUM0.10%$14M365.9KQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.10%$353,8889.5KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM0.10%$318,6186.9KQ4 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.10%$879,55123.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.10%$134M3.59MQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.09%$1M35.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.09%$6M171.8KQ1 2026OLDER
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.09%$452,33512.2KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.09%$418,8269.0KQ4 2025OLDER
Capital Square, LLC$217M AUM0.09%$201,6785.8KQ1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM0.09%$96,3912.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.09%$115M3.09MQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM0.09%$3M80.2KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.09%$1M36.4KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.09%$201,2115.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.09%$600M16.11MQ1 2026OLDER
Columbia Asset Management$525M AUM0.09%$479,77712.9KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.09%$361,4439.7KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.09%$6M155.0KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.09%$399,16710.7KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.09%$230,6606.2KQ1 2026OLDER
DE BURLO GROUP INC$441M AUM0.09%$394,53210.6KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.09%$791,84015.7KQ3 2025OLDER
LifeWealth Investments, LLC$374M AUM0.09%$311,4566.2KQ3 2025OLDER
Phoenix Wealth Advisors$253M AUM0.09%$230,0664.6KQ3 2025OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.09%$1M17.9KQ3 2025OLDER
LCNB CORP$297M AUM0.09%$259,8707.0KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.09%$371,4898.0KQ4 2025OLDER
Probity Advisors, Inc.$631M AUM0.09%$549,03414.8KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.09%$3M87.8KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.09%$61M1.64MQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.09%$19M512.0KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.09%$136,4133.7KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.09%$2M66.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.08%$156M4.20MQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM0.08%$299,6176.4KQ4 2025OLDER
XML Financial, LLC$1.2B AUM0.08%$1M28.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.08%$6M163.6KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.08%$52M1.39MQ1 2026OLDER
Stonehearth Capital Management, LLC$293M AUM0.08%$243,2797.0KQ2 2026
INVESTMENT PARTNERS, LTD.$281M AUM0.08%$237,0295.1KQ4 2025OLDER
DAVIDSON TRUST CO$232M AUM0.08%$200,5714.0KQ3 2025OLDER
NBT BANK N A /NY$1.5B AUM0.08%$1M33.7KQ1 2026OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.08%$454,23312.2KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.08%$858,92623.1KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.08%$423,7308.4KQ3 2025OLDER
Welch Group, LLC$2.7B AUM0.08%$2M45.4KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.08%$2M52.6KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.08%$135,4813.6KQ1 2026OLDER
Strata Wealth Advisors, LLC$365M AUM0.08%$306,2516.1KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.08%$66M1.76MQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.08%$202,1844.0KQ3 2025OLDER
INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM0.08%$279,2768.0KQ2 2026
Abel Hall, LLC$469M AUM0.08%$375,25210.1KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.08%$17M327.8KQ3 2025OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.08%$1M29.2KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.08%$785,57522.6KQ2 2026
North Star Investment Management Corp.$1.7B AUM0.08%$1M34.9KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.08%$335,7249.0KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM0.08%$574,08115.4KQ1 2026OLDER
CMH Wealth Management LLC$655M AUM0.08%$502,33814.4KQ2 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.08%$7M199.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.08%$62M1.68MQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.08%$539,70514.5KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.08%$322,6878.7KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM0.08%$244,5455.3KQ4 2025OLDER
Autumn Glory Partners, LLC$272M AUM0.07%$213,6684.6KQ4 2025OLDER
AVIVA PLC$59.6B AUM0.07%$44M1.18MQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM0.07%$297,7608.0KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.07%$215,0205.8KQ1 2026OLDER
Wagner Wealth Management, LLC$495M AUM0.07%$315,5486.3KQ3 2025OLDER
Canopy Partners, LLC$291M AUM0.07%$223,4794.8KQ4 2025OLDER
NOVEM GROUP$873M AUM0.07%$631,77217.0KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.07%$557,50515.0KQ1 2026OLDER
FAMILY WEALTH PARTNERS, LLC$293M AUM0.07%$207,9485.6KQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.07%$3M85.9KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.07%$240,4566.5KQ1 2026OLDER
Concentrum Wealth Management$339M AUM0.07%$252,5885.4KQ4 2025OLDER
Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM0.07%$210,9016.1KQ1 2026OLDER
SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM0.07%$627,66816.9KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.07%$899,76924.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.07%$4M113.4KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.07%$161,6473.1KQ2 2026
Walleye Capital LLC$24.0B AUM0.07%$17M447.8KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.07%$581,03815.6KQ1 2026OLDER
Stonebridge Capital Advisors LLC$1.4B AUM0.07%$982,31526.4KQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.07%$4M94.3KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.07%$402,4588.7KQ4 2025OLDER
United Community Bank$300M AUM0.07%$204,7105.5KQ1 2026OLDER
Sterling Investment Counsel, LLC$357M AUM0.07%$235,1193.7KQ4 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.07%$11M307.3KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.07%$231,5086.2KQ1 2026OLDER
Sicart Associates LLC$389M AUM0.07%$258,9837.0KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.07%$11M303.3KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.07%$5M153.9KQ1 2026OLDER
BridgePort Financial Solutions, LLC$353M AUM0.07%$244,2555.3KQ4 2025OLDER
Accretive Wealth Partners, LLC$356M AUM0.07%$219,6824.7KQ4 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.07%$199,1285.3KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.06%$2M63.1KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.06%$2M60.4KQ1 2026OLDER
Swedbank AB$95.1B AUM0.06%$61M1.64MQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.06%$1M37.7KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.06%$5M139.1KQ1 2026OLDER
SilverOak Wealth Management LLC$632M AUM0.06%$400,97110.8KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.06%$2M45.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M58.7KQ1 2026OLDER
Congress Park Capital LLC$326M AUM0.06%$209,2504.5KQ4 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.06%$3M71.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M87.9KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.06%$1M33.1KQ1 2026OLDER
Sandhill Capital Partners LLC$1.2B AUM0.06%$713,09819.2KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.06%$2M59.3KQ1 2026OLDER
Wealth Group Ltd$439M AUM0.06%$268,9767.2KQ1 2026OLDER
PSI Advisors, LLC$418M AUM0.06%$254,9576.8KQ1 2026OLDER
Detalus Advisors, LLC$438M AUM0.06%$249,2445.4KQ4 2025OLDER
Alpine Bank Wealth Management$688M AUM0.06%$414,25911.1KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.06%$287,3727.7KQ1 2026OLDER
Financial Advisors Network, Inc.$724M AUM0.06%$433,44911.6KQ1 2026OLDER
COWA, LLC$371M AUM0.06%$221,3395.9KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.06%$8M209.4KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.06%$351,6929.4KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.06%$279,2958.0KQ2 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.06%$487,12313.1KQ1 2026OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.06%$315,2766.3KQ3 2025OLDER
KG Capital Management$139M AUM0.06%$238,3414.8KQ4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.06%$24M643.4KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.06%$3M91.3KQ1 2026OLDER
Narus Financial Partners, LLC$382M AUM0.06%$225,1816.0KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.06%$29M776.6KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.06%$2M57.4KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.06%$37M983.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$381M10.24MQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.06%$1M36.2KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.06%$264,1675.7KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.06%$35M943.6KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.06%$2M55.4KQ1 2026OLDER
Timmons Wealth Management, LLC$106M AUM0.06%$60,1101.6KQ1 2026OLDER
Affiance Financial, LLC$695M AUM0.06%$395,62411.4KQ2 2026
Strive Financial Group ,LLC$189M AUM0.06%$107,0002.9KQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.06%$201,6804.0KQ3 2025OLDER
Wick Capital Partners, LLC$548M AUM0.06%$313,55032.8KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.06%$530,01314.2KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.06%$4M108.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.06%$267M7.18MQ1 2026OLDER
Farmers National Bank$453M AUM0.06%$249,9326.7KQ2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.05%$1.0B27.88MQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.05%$266,9575.7KQ4 2025OLDER
Hilltop National Bank$468M AUM0.05%$256,6157.4KQ2 2026
SPC Financial, Inc.$1.3B AUM0.05%$698,48613.9KQ3 2025OLDER
SEARLE & CO.$398M AUM0.05%$210,7854.5KQ4 2025OLDER
DGS Capital Management, LLC$609M AUM0.05%$317,9676.8KQ4 2025OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.05%$71,5741.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.05%$3M88.4KQ1 2026OLDER
SOMERVILLE KURT F$379M AUM0.05%$205,3805.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.05%$360M9.66MQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.05%$420,2219.0KQ4 2025OLDER
Plan Group Financial, LLC$426M AUM0.05%$229,1266.2KQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.05%$278,1675.5KQ3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.05%$21M561.4KQ1 2026OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.05%$1M31.6KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.05%$251,6505.0KQ3 2025OLDER
Gibbs Wealth Management$762M AUM0.05%$220,3694.9KQ4 2025OLDER
L2 Asset Management, LLC$1.1B AUM0.05%$556,72215.0KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.05%$381,1257.6KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.05%$1M33.7KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.05%$693,70518.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.05%$125M3.37MQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.05%$536,30314.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.05%$20M527.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$248M6.67MQ1 2026OLDER
FLC Capital Advisors$560M AUM0.05%$288,4927.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$276M7.41MQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.05%$454,56512.2KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.05%$90,7462.0KQ4 2025OLDER
111 Capital$406M AUM0.05%$205,6415.5KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.05%$1M23.4KQ4 2025OLDER
Grey Ledge Advisors, LLC$443M AUM0.05%$222,8074.4KQ3 2025OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.05%$315,9988.5KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.05%$19M369.0KQ3 2025OLDER
Key FInancial Inc$562M AUM0.05%$282,0167.6KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.05%$741,59519.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.05%$8M209.5KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.05%$4M100.3KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.05%$200,3445.4KQ1 2026OLDER
Linscomb Wealth, Inc.$2.2B AUM0.05%$1M25.3KQ4 2025OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.05%$1M29.7KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.05%$4M115.1KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.05%$284,4357.6KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.05%$871,99423.4KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.05%$206,5715.5KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.05%$301,3956.5KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.05%$6M167.4KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.05%$591,49212.7KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.05%$12M334.2KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.05%$961,50425.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.05%$15M416.2KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.05%$10M255.6KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.05%$93,6092.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.05%$27M735.6KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.05%$121,8963.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.05%$25M676.5KQ1 2026OLDER
VeraBank, N.A.$546M AUM0.05%$256,8665.5KQ4 2025OLDER
Centurion Wealth Management LLC$418M AUM0.05%$204,9024.1KQ3 2025OLDER
CAHILL FINANCIAL ADVISORS INC$924M AUM0.05%$429,38511.5KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.05%$426,59911.3KQ1 2026OLDER
Optas, LLC$661M AUM0.05%$273,4295.4KQ3 2025OLDER
Patten Group, Inc.$575M AUM0.05%$237,9824.7KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.