GSKGSK PLC
CUSIP 37733W204 · Yahoo Finance ↗ · Google Finance ↗
Gsk PLC (GSK) has 1,016 institutional holders in Filings Flow’s 13F database, together reporting 368.49M shares worth $18.5B as of Q1 2026. The largest reported holders are FMR LLC, Dodge & Cox, and Fisher Asset Management, LLC.
Institutional Holders
1,016
Q1 2026
Reported Value
$18.5B
Ticker
GSK
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Eversept Partners, LP$1.9B AUM | 5.20% | $99M | 1.79M | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 4.86% | $70M | 1.26M | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 4.12% | $275M | 4.99M | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 3.97% | $30M | 541.8K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 3.73% | $5M | 97.4K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 3.48% | $178M | 3.22M | Q1 2026OLDER |
| Sio Capital Management, LLC$697M AUM | 3.05% | $21M | 385.9K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 2.98% | $7M | 121.6K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 2.71% | $44M | 890.1K | Q4 2025OLDER |
| Clean Yield Group$355M AUM | 2.52% | $9M | 162.0K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 2.46% | $90M | 1.63M | Q1 2026OLDER |
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 2.39% | $10M | 175.2K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 1.93% | $7M | 118.9K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 1.88% | $2M | 44.4K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 1.87% | $4M | 78.5K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 1.78% | $3.2B | 58.66M | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 1.75% | $3M | 49.7K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 1.74% | $10M | 205.9K | Q4 2025OLDER |
| Arjuna Capital$393M AUM | 1.73% | $7M | 123.2K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 1.66% | $3M | 54.0K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.66% | $8M | 144.2K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 1.65% | $15M | 270.1K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 1.58% | $9M | 161.0K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 1.46% | $91M | 1.64M | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.46% | $2M | 29.6K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 1.39% | $11M | 204.3K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.33% | $23M | 394.6K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.25% | $3M | 51.3K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 1.24% | $7M | 123.9K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 1.24% | $6M | 115.3K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 1.20% | $5M | 85.5K | Q1 2026OLDER |
| Soleus Capital Management, L.P.$2.5B AUM | 1.16% | $31M | 639.0K | Q4 2025OLDER |
| OPAL CAPITAL LLC$565M AUM | 1.13% | $6M | 115.3K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 1.10% | $1.4B | 25.20M | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.09% | $1M | 20.3K | Q1 2026OLDER |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 1.07% | $7M | 122.0K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 1.02% | $5M | 88.5K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 1.01% | $3M | 59.3K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 1.00% | $1M | 27.8K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.95% | $3M | 57.2K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.94% | $4M | 69.4K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.92% | $7M | 128.8K | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.92% | $19M | 340.5K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.87% | $4M | 68.7K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 0.86% | $6M | 100.2K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.85% | $5M | 98.3K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.85% | $4M | 69.9K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.81% | $2M | 35.4K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.80% | $3M | 53.3K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.80% | $56M | 1.01M | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.80% | $951,144 | 17.2K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.80% | $6M | 109.7K | Q2 2026 |
| Bard Financial Services, Inc.$911M AUM | 0.75% | $7M | 158.1K | Q3 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.73% | $305M | 5.52M | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.73% | $1M | 22.9K | Q2 2026 |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.73% | $15M | 300.0K | Q4 2025OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.71% | $15M | 269.1K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.71% | $6M | 105.2K | Q1 2026OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 0.70% | $2M | 41.5K | Q2 2026 |
| Hamilton Wealth, LLC$513M AUM | 0.70% | $4M | 65.2K | Q2 2026 |
| United Bank$301M AUM | 0.70% | $2M | 38.1K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.69% | $2M | 29.8K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.65% | $1.9B | 34.52M | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.62% | $844,241 | 15.3K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.62% | $7M | 142.8K | Q4 2025OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.60% | $6M | 102.5K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.60% | $35M | 636.8K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.60% | $2M | 38.6K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.59% | $7M | 127.5K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.59% | $192M | 3.48M | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.57% | $1M | 24.7K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.57% | $80M | 1.45M | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.55% | $2M | 40.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.54% | $21M | 376.0K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.51% | $712,061 | 12.9K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.50% | $194M | 3.52M | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.50% | $2M | 43.8K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.48% | $931,221 | 16.9K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.48% | $703,783 | 12.8K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.48% | $668,383 | 12.1K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.48% | $7M | 121.0K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.48% | $2M | 31.1K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.47% | $482,913 | 8.8K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.45% | $3M | 62.2K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.43% | $10M | 175.6K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 0.43% | $10M | 182.2K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.42% | $8M | 158.7K | Q4 2025OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.42% | $2M | 32.8K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.40% | $405,897 | 7.3K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.39% | $2M | 42.4K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.39% | $2M | 42.7K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.39% | $18M | 325.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.38% | $24M | 435.1K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.37% | $17M | 400.0K | Q3 2025OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.37% | $29M | 518.6K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.37% | $55M | 1.12M | Q4 2025OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.36% | $5M | 81.8K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.36% | $155M | 2.82M | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.35% | $16M | 281.7K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.34% | $893,158 | 16.2K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.34% | $3M | 60.2K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.34% | $1M | 21.4K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.34% | $568,843 | 10.3K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.32% | $2M | 41.5K | Q2 2026 |
| Dorsey Wright & Associates$807M AUM | 0.31% | $3M | 45.7K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.31% | $924,902 | 16.8K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.31% | $329,484 | 6.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.30% | $917,927 | 16.6K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.30% | $2M | 43.8K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.30% | $7M | 125.7K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.30% | $515,640 | 9.3K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.30% | $710,606 | 13.6K | Q2 2026 |
| Beacon Financial Strategies CORP$201M AUM | 0.30% | $595,387 | 11.4K | Q2 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.29% | $686,619 | 12.4K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.28% | $3M | 53.3K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.28% | $10M | 182.3K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.28% | $427,778 | 7.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.28% | $4M | 64.5K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.27% | $1M | 28.2K | Q4 2025OLDER |
| Ballew Advisors, Inc$194M AUM | 0.27% | $523,757 | 9.8K | Q2 2026 |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.27% | $6M | 116.6K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.26% | $2M | 33.1K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.26% | $327,773 | 5.9K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.26% | $315,402 | 5.8K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.26% | $1M | 23.1K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.26% | $1M | 19.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.26% | $9M | 164.2K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.25% | $1M | 23.4K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.25% | $725,418 | 13.1K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.25% | $2M | 28.8K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.25% | $351,891 | 6.4K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.25% | $7M | 124.8K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.25% | $1M | 24.3K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.24% | $432,966 | 7.8K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 0.24% | $5M | 125.0K | Q3 2025OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.24% | $425,847 | 7.7K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.24% | $305,961 | 6.2K | Q4 2025OLDER |
| Ledyard National Bank$1.2B AUM | 0.24% | $3M | 49.9K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.23% | $520,979 | 9.4K | Q2 2026 |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.23% | $645,061 | 11.7K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.23% | $13M | 236.0K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 0.23% | $235,265 | 5.5K | Q3 2025OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.23% | $335,555 | 6.1K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.23% | $603,447 | 10.9K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.22% | $3M | 48.5K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.22% | $1M | 22.1K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.22% | $6,019 | 139.5K | Q3 2025OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.22% | $467,514 | 8.5K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.22% | $2M | 27.5K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.22% | $4M | 67.1K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.22% | $496,544 | 9.0K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.21% | $3M | 57.9K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.21% | $1M | 24.5K | Q1 2026OLDER |
| CULTIVAR CAPITAL, INC.$155M AUM | 0.21% | $330,718 | 6.3K | Q2 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.21% | $367,831 | 7.0K | Q2 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.21% | $7M | 121.6K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.21% | $414,146 | 7.5K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.21% | $263,626 | 4.8K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 0.21% | $811,522 | 14.6K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.21% | $371,692 | 6.7K | Q1 2026OLDER |
| Holowesko Partners Ltd.$357M AUM | 0.20% | $588,480 | 12.0K | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.20% | $306,360 | 5.6K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.20% | $287,273 | 6.7K | Q3 2025OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.20% | $538,544 | 9.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.20% | $3.7B | 67.66M | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.19% | $2M | 30.8K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.19% | $399,978 | 10.3K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.19% | $67M | 1.21M | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.19% | $429,930 | 7.8K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.19% | $701,964 | 14.3K | Q4 2025OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.19% | $2M | 35.5K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.19% | $252,458 | 5.1K | Q4 2025OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 0.19% | $229,702 | 4.2K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.18% | $257,591 | 4.8K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.18% | $1M | 24.7K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.18% | $451,951 | 8.2K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.18% | $13M | 235.5K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.18% | $327,994 | 5.9K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.18% | $383,019 | 6.9K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.18% | $2M | 33.7K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.18% | $3M | 67.8K | Q4 2025OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.18% | $2M | 29.3K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.18% | $84M | 1.53M | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 0.18% | $339,418 | 6.2K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.18% | $201,812 | 4.0K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.18% | $250,618 | 4.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.17% | $526,126 | 9.5K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.17% | $817,695 | 14.8K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.17% | $7M | 160.0K | Q3 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.17% | $2M | 32.9K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.17% | $39M | 698.7K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.17% | $489,783 | 8.8K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.17% | $823,104 | 14.9K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.17% | $221,170 | 4.5K | Q4 2025OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.17% | $256,488 | 4.6K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.16% | $353,658 | 6.4K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.16% | $856,990 | 15.5K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.16% | $2M | 40.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.16% | $3M | 52.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.16% | $12M | 212.3K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.16% | $444,446 | 8.1K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.16% | $1M | 21.3K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.16% | $592,575 | 10.7K | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 0.16% | $342,173 | 7.9K | Q3 2025OLDER |
| Boltwood Capital Management$436M AUM | 0.16% | $684,238 | 13.1K | Q2 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.16% | $251,887 | 4.6K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.15% | $2M | 33.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.15% | $2M | 29.7K | Q2 2026 |
| American Assets Investment Management, LLC$1.5B AUM | 0.15% | $2M | 40.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.15% | $36M | 648.1K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.15% | $609 | 12.4K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.14% | $200,726 | 3.6K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.14% | $9M | 166.5K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.14% | $436,606 | 8.3K | Q2 2026 |
| Cohen Klingenstein LLC$3.1B AUM | 0.14% | $4M | 79.4K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.14% | $215,241 | 3.9K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.14% | $1M | 24.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.14% | $237,703 | 4.3K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.14% | $19M | 350.9K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.14% | $477,671 | 8.7K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.13% | $961,244 | 17.4K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.13% | $2M | 27.6K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.13% | $470,771 | 8.5K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.13% | $412,159 | 7.5K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.13% | $633,636 | 11.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.13% | $3M | 1.7K | Q2 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.13% | $658,362 | 11.9K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.13% | $243,729 | 5.0K | Q4 2025OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.13% | $216,345 | 3.9K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.13% | $205,914 | 3.7K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.13% | $726,153 | 13.2K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.13% | $361,274 | 6.5K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.13% | $229,370 | 4.2K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.13% | $17M | 314.0K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.12% | $345,545 | 6.3K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.12% | $1M | 18.5K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.12% | $397,235 | 7.6K | Q2 2026 |
| POTENTIA WEALTH$259M AUM | 0.12% | $315,951 | 5.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.12% | $411,358 | 9.5K | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.12% | $647M | 11.72M | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.12% | $856,226 | 15.4K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.12% | $54M | 980.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.12% | $126M | 2.29M | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.12% | $2M | 39.3K | Q1 2026OLDER |
| Steadtrust LLC$198M AUM | 0.12% | $204,233 | 3.7K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.12% | $210,991 | 3.8K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.12% | $2M | 28.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.11% | $131M | 2.38M | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.11% | $287,979 | 5.2K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.11% | $462,840 | 15.2K | Q4 2025OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.11% | $223,133 | 4.0K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.11% | $470,550 | 8.5K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.11% | $712,463 | 12.9K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.11% | $401,147 | 8.2K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.11% | $1M | 22.3K | Q4 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.11% | $815,893 | 14.8K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 0.11% | $680,438 | 12.3K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.10% | $1M | 18.4K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.10% | $267,072 | 5.4K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.10% | $2M | 29.1K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.10% | $453,220 | 8.2K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.10% | $201,333 | 3.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 24.6K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.10% | $10M | 178.0K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.10% | $460,894 | 8.4K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.10% | $286,118 | 5.2K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.10% | $325,191 | 5.9K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.10% | $723,781 | 14.8K | Q4 2025OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.10% | $440,861 | 8.0K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.10% | $247,182 | 4.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.10% | $6M | 108.0K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.10% | $212,757 | 3.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.10% | $256M | 4.64M | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.09% | $2M | 30.3K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.09% | $3M | 55.2K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.09% | $203,807 | 3.7K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 0.09% | $314,141 | 5.7K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.09% | $3M | 45.5K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.09% | $303,766 | 5.5K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.09% | $649,710 | 11.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.09% | $4M | 70.1K | Q1 2026OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 0.09% | $262,704 | 4.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.09% | $2M | 35.8K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.09% | $5M | 88.0K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 0.09% | $335,776 | 6.1K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.09% | $303,545 | 5.5K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.09% | $3M | 46.9K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.09% | $420,515 | 8.0K | Q2 2026 |
| Gibbs Wealth Management$762M AUM | 0.09% | $654,699 | 11.9K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.09% | $381,915 | 6.9K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.09% | $499,414 | 9.0K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.08% | $7M | 123.3K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.08% | $465,969 | 8.4K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.08% | $1M | 24.4K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.08% | $3M | 50.2K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.08% | $248,796 | 5.0K | Q4 2025OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.08% | $515,143 | 9.3K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.08% | $5M | 89.4K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.08% | $2M | 29.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.08% | $72M | 1.47M | Q4 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.08% | $196,311 | 3.6K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.08% | $208,011 | 3.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.08% | $68M | 1.23M | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.08% | $690,427 | 12.5K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.08% | $227,853 | 4.1K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.08% | $246,203 | 4.5K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.08% | $113,747 | 2.1K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.07% | $723,324 | 13.1K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.07% | $277,445 | 5.6K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.07% | $137,754 | 2.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.07% | $394,553 | 7.1K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.07% | $724,077 | 13.8K | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.07% | $236,765 | 4.8K | Q4 2025OLDER |
| Align Financial, LLC$176M AUM | 0.07% | $129,145 | 2.3K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.07% | $136,039 | 2.5K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.07% | $727,128 | 13.2K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.07% | $214,954 | 3.9K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.07% | $290,134 | 5.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.07% | $414M | 7.51M | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.07% | $304,892 | 5.5K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.07% | $167,521 | 3.4K | Q4 2025OLDER |
| Tradewinds, LLC.$310M AUM | 0.07% | $224,968 | 4.4K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.07% | $576,539 | 10.4K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.07% | $148,539 | 2.7K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.07% | $868,415 | 15.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.07% | $516,445 | 9.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $3M | 54.3K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.07% | $1M | 21.1K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.07% | $369,078 | 6.7K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.07% | $126,278 | 2.6K | Q4 2025OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.07% | $762,671 | 13.8K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.07% | $197,043 | 3.6K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 137.5K | Q3 2025OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.07% | $889,016 | 16.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.07% | $2M | 39.0K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.07% | $976,863 | 17.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.07% | $13M | 238.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.07% | $568M | 10.29M | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.06% | $357,362 | 6.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.06% | $2M | 34.2K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.06% | $312,982 | 5.7K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.06% | $1M | 21.4K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.06% | $4M | 66.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.06% | $710,553 | 13.6K | Q2 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.06% | $2M | 38.5K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.06% | $58M | 1.05M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $11M | 207.8K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.06% | $70,257 | 1.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.06% | $131,661 | 3.9K | Q4 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.06% | $79,474 | 1.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.06% | $441,520 | 8.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.06% | $914,388 | 16.6K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.06% | $221,257 | 4.0K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.06% | $332,001 | 6.8K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.06% | $8M | 140.6K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.06% | $316,722 | 6.0K | Q2 2026 |
| Blankinship & Foster, LLC$452M AUM | 0.06% | $266,678 | 4.8K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.06% | $415,559 | 7.5K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.06% | $875,340 | 15.9K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.06% | $252,108 | 4.6K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.06% | $130,662 | 2.4K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.06% | $212,479 | 4.1K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 120.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.06% | $2M | 37.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.06% | $40M | 728.5K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.06% | $294,327 | 5.3K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.06% | $1M | 22.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.06% | $98,184 | 1.8K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.06% | $842,862 | 15.3K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.06% | $3M | 45.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $27M | 480.6K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.05% | $1M | 20.1K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.05% | $91,346 | 1.6K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.05% | $2M | 35.2K | Q4 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.05% | $461,573 | 8.4K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.05% | $364,088 | 6.6K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.05% | $881,836 | 18.0K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $285,717 | 5.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.05% | $3M | 49.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $991,818 | 18.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.05% | $232,241 | 4.2K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.05% | $417,843 | 7.6K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.05% | $399,631 | 7.2K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.05% | $212,316 | 3.8K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.05% | $375,292 | 6.8K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 21.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.05% | $5M | 82.5K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.05% | $73,404 | 1.3K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.05% | $340,026 | 6.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 54.8K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.05% | $915,712 | 16.6K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.05% | $89M | 1.62M | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.05% | $2M | 37.9K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.05% | $5M | 88.9K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.05% | $275,122 | 5.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $334,154 | 6.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 54.5K | Q4 2025OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.05% | $417,347 | 7.6K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.05% | $231,853 | 4.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.05% | $404,148 | 7.32M | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.05% | $441,520 | 8.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.05% | $89M | 1.62M | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.05% | $80,963 | 1.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.05% | $94M | 1.70M | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.05% | $205,768 | 3.7K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.05% | $236,710 | 4.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 55.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.04% | $1M | 25.5K | Q3 2025OLDER |
| Southland Equity Partners LLC$513M AUM | 0.04% | $228,226 | 4.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $804,303 | 14.6K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.04% | $536,099 | 10.2K | Q2 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.04% | $58,868 | 1.07M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.04% | $4M | 66.5K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.04% | $4M | 70.2K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.04% | $348,194 | 6.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $735,764 | 13.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 32.7K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.04% | $4M | 66.5K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.04% | $302,272 | 7.0K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.04% | $249,983 | 4.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 42.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $794,783 | 14.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $531,803 | 10.8K | Q4 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.04% | $316,145 | 6.0K | Q2 2026 |
| INTRUST BANK NA$1.2B AUM | 0.04% | $491,466 | 8.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 20.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.04% | $2M | 32.9K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.04% | $204,369 | 3.7K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.04% | $113,711 | 2.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.04% | $3M | 46.3K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.04% | $270,266 | 4.9K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.04% | $636,902 | 11.0K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.04% | $208,126 | 4.0K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.04% | $724,165 | 13.1K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.04% | $2M | 41.5K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.04% | $243,388 | 4.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.04% | $3M | 58.6K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.04% | $54,008 | 1.2K | Q3 2025OLDER |
| Everest Financial Group LLC$607M AUM | 0.04% | $225,230 | 4.1K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.04% | $239,063 | 5.5K | Q3 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.04% | $3M | 58.4K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $217,738 | 4.4K | Q4 2025OLDER |
| FARMERS TRUST CO$637M AUM | 0.04% | $232,295 | 4.2K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.04% | $220,539 | 4.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $1M | 26.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.04% | $1M | 26.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.04% | $83M | 1.50M | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.04% | $390,911 | 7.1K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.03% | $52,982 | 960 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 22.7K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $615,194 | 11.1K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $873,946 | 16.7K | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $20M | 370.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $6M | 101.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $30M | 549.2K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $335,997 | 6.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $3M | 45.7K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $113,636 | 2.1K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 0.03% | $270,431 | 4.9K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.03% | $659,521 | 11.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $712,211 | 14.5K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $366,773 | 6.6K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $5M | 93.5K | Q2 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.03% | $202,492 | 3.7K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.03% | $710,590 | 12.8K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $587,110 | 10.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $280,089 | 5.1K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.03% | $241,494 | 4.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 20.5K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.03% | $253,708 | 4.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.03% | $7M | 154.7K | Q3 2025OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 0.03% | $299,627 | 5.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $521,159 | 9.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $34M | 622.0K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $208,508 | 3.8K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $512,163 | 9.3K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.03% | $237,483 | 4.3K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.03% | $2M | 38.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $452,862 | 8.2K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.03% | $19M | 340.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $235,093 | 4.3K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.03% | $2M | 36.8K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.03% | $33,114 | 600 | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.03% | $2M | 27.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $143M | 2.59M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 47.8K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.03% | $329,043 | 6.0K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.03% | $25M | 459.1K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.03% | $295,859 | 5.6K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $327,425 | 5.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.03% | $82,123 | 1.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 43.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $3M | 58.4K | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.03% | $17M | 303.2K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $359,839 | 6.5K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.03% | $172,325 | 3.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $596,825 | 10.8K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.03% | $68,712 | 1.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 41.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 32.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.