HDHOME DEPOT INC
CUSIP 437076102 · Yahoo Finance ↗ · Google Finance ↗
Home Depot Inc (HD) has 4,095 institutional holders in Filings Flow’s 13F database, together reporting 728.12M shares worth $231.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
4,095
Q1 2026
Reported Value
$231.4B
Ticker
HD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Brookmont Capital Management$179M AUM | 29.92% | $53M | 162.5K | Q1 2026OLDER |
| STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM | 10.60% | $310M | 942.3K | Q1 2026OLDER |
| AGAVE CAPITAL MANAGEMENT Ltd$622M AUM | 8.97% | $56M | 172.0K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 8.73% | $24M | 73.6K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 7.95% | $54M | 156.8K | Q4 2025OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 7.10% | $108M | 327.9K | Q1 2026OLDER |
| Dorsal Capital Management, LP$2.6B AUM | 6.39% | $164M | 500.0K | Q1 2026OLDER |
| Hook Mill Capital Partners, LP$1.1B AUM | 5.69% | $62M | 153.7K | Q3 2025OLDER |
| Carson Advisory Inc.$193M AUM | 5.21% | $10M | 30.5K | Q1 2026OLDER |
| PROVIDENT TRUST CO$4.8B AUM | 5.20% | $249M | 756.3K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 4.77% | $8M | 25.5K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 4.62% | $5M | 15.0K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 4.59% | $10M | 29.2K | Q1 2026OLDER |
| Ravenstone Capital Management Inc.$200M AUM | 4.54% | $9M | 27.6K | Q2 2026 |
| William B. Walkup & Associates, Inc.$167M AUM | 4.34% | $7M | 19.8K | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 4.29% | $12M | 36.6K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 4.20% | $179M | 544.3K | Q1 2026OLDER |
| Teewinot Capital Advisers, L.L.C.$1.3B AUM | 4.20% | $53M | 160.1K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 4.13% | $279M | 847.9K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 3.97% | $720M | 2.19M | Q1 2026OLDER |
| CAPITAL COUNSEL LLC/NY$2.4B AUM | 3.96% | $93M | 283.1K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 3.80% | $8M | 23.7K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 3.79% | $7M | 20.9K | Q2 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 3.75% | $7M | 19.9K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 3.65% | $10M | 29.1K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 3.47% | $8M | 24.4K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 3.46% | $4M | 12.8K | Q1 2026OLDER |
| TLW Wealth Management, LLC$171M AUM | 3.45% | $6M | 17.9K | Q1 2026OLDER |
| Tabor Asset Management, LP$249M AUM | 3.44% | $6M | 14.1K | Q3 2025OLDER |
| Regents Gate Capital LLP$469M AUM | 3.43% | $11M | 31.1K | Q4 2025OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 3.38% | $62M | 189.4K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 3.36% | $12M | 36.0K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 3.35% | $7M | 22.3K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 3.34% | $7M | 21.0K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 3.30% | $55M | 312.8K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 3.29% | $15M | 44.9K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 3.25% | $5M | 16.6K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 3.25% | $63M | 191.9K | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 3.23% | $144M | 407.7K | Q2 2026 |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 3.21% | $7M | 17.1K | Q3 2025OLDER |
| Socorro Asset Management LP$221M AUM | 3.18% | $7M | 21.4K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 3.18% | $105M | 317.9K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 3.18% | $5M | 16.3K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 3.18% | $39M | 117.4K | Q1 2026OLDER |
| McBroom & Associates, LLC$180M AUM | 3.15% | $6M | 17.2K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 3.15% | $11M | 34.6K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 3.09% | $5M | 16.4K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 3.04% | $8M | 24.0K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 3.01% | $4M | 13.7K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 3.00% | $6M | 18.9K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 2.97% | $12M | 32.8K | Q2 2026 |
| NovaPoint Capital, LLC$399M AUM | 2.88% | $11M | 35.0K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 2.88% | $5M | 13.9K | Q1 2026OLDER |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 2.85% | $16M | 48.7K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 2.84% | $242M | 687.2K | Q2 2026 |
| Osprey Private Wealth LLC$345M AUM | 2.84% | $10M | 29.8K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 2.82% | $140M | 426.1K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 2.82% | $5M | 16.6K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 2.80% | $8M | 24.1K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 2.77% | $34M | 104.8K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 2.76% | $57M | 172.7K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 2.75% | $25M | 61.9K | Q3 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 2.75% | $192M | 583.8K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 2.70% | $9M | 27.9K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 2.68% | $5M | 14.0K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 2.68% | $14M | 38.6K | Q2 2026 |
| Manitou Investment Management Ltd.$538M AUM | 2.68% | $15M | 37.9K | Q3 2025OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 2.66% | $11M | 33.0K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.65% | $5M | 13.9K | Q2 2026 |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 2.64% | $9M | 26.2K | Q1 2026OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 2.63% | $24M | 72.7K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 2.63% | $26M | 79.9K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 2.62% | $18M | 53.2K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 2.60% | $5M | 14.6K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 2.59% | $13M | 39.1K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 2.58% | $3M | 8.2K | Q2 2026 |
| ROI Financial Advisors, LLC$167M AUM | 2.58% | $4M | 13.1K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 2.56% | $44M | 135.2K | Q1 2026OLDER |
| Elefante Mark B$182M AUM | 2.56% | $5M | 14.1K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 2.56% | $11M | 32.0K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 2.55% | $8M | 25.1K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 2.55% | $5M | 16.1K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 2.54% | $4M | 11.1K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 2.53% | $303M | 920.0K | Q1 2026OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 2.52% | $24M | 74.4K | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 2.52% | $5M | 14.0K | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 2.50% | $5M | 15.7K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 2.49% | $5M | 13.8K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.47% | $6M | 16.8K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 2.42% | $9M | 27.9K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 2.42% | $104M | 257.5K | Q3 2025OLDER |
| PUZO MICHAEL J$343M AUM | 2.36% | $8M | 24.6K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 2.36% | $20M | 62.2K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 2.35% | $63M | 190.5K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 2.33% | $31M | 92.9K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 2.32% | $28M | 84.0K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 2.30% | $4M | 13.2K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 2.29% | $82M | 248.8K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 2.27% | $5M | 14.9K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 2.27% | $14M | 41.6K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.26% | $6M | 19.4K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 2.25% | $22M | 68.2K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.24% | $3M | 10.4K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 2.24% | $142M | 432.2K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 2.23% | $11M | 34.4K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 2.23% | $5M | 15.1K | Q2 2026 |
| Focused Investors LLC$3.1B AUM | 2.22% | $68M | 207.5K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 2.21% | $5M | 15.9K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 2.21% | $5M | 11.5K | Q3 2025OLDER |
| Smead Capital Management, Inc.$4.6B AUM | 2.20% | $101M | 307.3K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 2.20% | $12M | 36.2K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 2.18% | $18M | 54.3K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 2.16% | $6M | 17.5K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 2.15% | $199M | 601.3K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 2.13% | $4M | 13.3K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 2.12% | $10M | 29.7K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 2.10% | $3M | 9.8K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 2.10% | $4M | 11.1K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 2.06% | $73M | 180.0K | Q3 2025OLDER |
| Sentry LLC$314M AUM | 2.06% | $6M | 19.7K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 2.05% | $5M | 15.8K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 2.05% | $63M | 192.3K | Q1 2026OLDER |
| Crystal Rock Capital Management$168M AUM | 2.04% | $3M | 10.5K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 2.04% | $3M | 9.6K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 2.04% | $3M | 8.8K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 2.03% | $14M | 44.1K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 2.01% | $3M | 9.1K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.00% | $2M | 7.1K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 1.99% | $7M | 16.3K | Q3 2025OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.99% | $28M | 84.0K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 1.99% | $21M | 63.1K | Q1 2026OLDER |
| Sentinel Dome Partners, LLC$105M AUM | 1.99% | $2M | 6.3K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 1.97% | $4M | 13.7K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 1.97% | $20M | 59.0K | Q4 2025OLDER |
| Fusion Capital, LLC$371M AUM | 1.97% | $7M | 22.2K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 1.96% | $2M | 6.2K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 1.96% | $4M | 10.9K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 1.95% | $3M | 8.9K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 1.94% | $4M | 13.3K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 1.93% | $20M | 61.8K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 1.93% | $10M | 29.0K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.93% | $35M | 107.5K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 1.93% | $5M | 16.5K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 1.92% | $2M | 6.0K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 1.91% | $5M | 14.2K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 1.91% | $379M | 1.15M | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 1.89% | $6M | 19.8K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 1.89% | $646M | 1.96M | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 1.87% | $16M | 49.9K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 1.87% | $5M | 14.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.87% | $4M | 10.5K | Q4 2025OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 1.87% | $20M | 59.3K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 1.87% | $4M | 11.1K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.86% | $109M | 332.6K | Q1 2026OLDER |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 1.86% | $73M | 221.6K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 1.85% | $4M | 13.0K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 1.84% | $70M | 213.6K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 1.84% | $4M | 12.6K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 1.84% | $4M | 11.3K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 1.84% | $10M | 30.0K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 1.83% | $4M | 12.8K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 1.83% | $8M | 25.2K | Q2 2026 |
| WELCH & FORBES LLC$7.7B AUM | 1.82% | $141M | 428.7K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 1.82% | $2M | 6.3K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 1.82% | $11M | 32.3K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.80% | $12M | 37.1K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 1.80% | $21M | 62.9K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.79% | $3M | 8.1K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 1.79% | $3M | 9.0K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 1.79% | $2M | 6.8K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 1.78% | $7M | 22.7K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 1.78% | $171M | 521.0K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.78% | $4M | 11.4K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.78% | $2M | 6.0K | Q2 2026 |
| Kinsale Capital Group, Inc.$624M AUM | 1.77% | $11M | 33.5K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 1.76% | $3M | 9.8K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 1.76% | $27M | 82.3K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.76% | $20M | 60.1K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 1.75% | $11M | 33.4K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 1.74% | $38M | 111.2K | Q4 2025OLDER |
| Baer Investment Advisory LLC$100M AUM | 1.74% | $2M | 5.0K | Q3 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 1.73% | $402M | 1.22M | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.72% | $110M | 311.3K | Q2 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 1.71% | $10M | 31.7K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 1.71% | $9M | 27.9K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 1.71% | $2M | 6.2K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 1.71% | $2M | 2.34M | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 1.70% | $25M | 77.3K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 1.69% | $3M | 8.8K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 1.68% | $4M | 11.9K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 1.67% | $3M | 10.2K | Q1 2026OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 1.67% | $69M | 208.6K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 1.67% | $6M | 17.4K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 1.66% | $5M | 15.1K | Q1 2026OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 1.66% | $29M | 88.8K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 1.65% | $10M | 27.8K | Q2 2026 |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 1.64% | $3M | 10.0K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 1.64% | $3M | 10.6K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 1.64% | $22M | 67.7K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 1.64% | $6M | 16.9K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 1.62% | $5M | 13.5K | Q3 2025OLDER |
| Arjuna Capital$393M AUM | 1.62% | $6M | 19.4K | Q1 2026OLDER |
| Persium Advisors, LLC$127M AUM | 1.61% | $2M | 6.2K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 1.61% | $3M | 10.5K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 1.60% | $2M | 6.0K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 1.60% | $411M | 1.22M | Q2 2026 |
| Miller Capital Partners, Inc.$208M AUM | 1.60% | $3M | 10.2K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 1.60% | $6M | 19.5K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.60% | $2M | 5.4K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.60% | $14M | 43.1K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 1.59% | $6M | 18.8K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 1.59% | $3M | 8.4K | Q2 2026 |
| Harold Davidson & Associates Inc.$206M AUM | 1.58% | $3M | 9.9K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 1.58% | $9M | 28.8K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 1.57% | $92M | 280.2K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 1.57% | $4M | 12.1K | Q2 2026 |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.57% | $8M | 22.9K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.57% | $7M | 21.2K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 1.56% | $7M | 22.3K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.56% | $15M | 46.2K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 1.56% | $4M | 11.0K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 1.56% | $22M | 54.4K | Q3 2025OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 1.56% | $17M | 51.6K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 1.55% | $3M | 8.6K | Q1 2026OLDER |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 1.55% | $7M | 20.0K | Q2 2026 |
| LAWOOD & CO$108M AUM | 1.55% | $2M | 5.1K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 1.55% | $3M | 7.9K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.55% | $79M | 239.6K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 1.54% | $6M | 17.0K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 1.54% | $4M | 12.9K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 1.53% | $5M | 15.7K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.53% | $3M | 7.9K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 1.53% | $7M | 20.0K | Q2 2026 |
| Koa Wealth Management, LLC$138M AUM | 1.52% | $2M | 6.4K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 1.52% | $3M | 10.3K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 1.52% | $23M | 71.4K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 1.52% | $2M | 6.4K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.51% | $7M | 20.6K | Q2 2026 |
| Sandro Wealth Management LLC$125M AUM | 1.51% | $2M | 5.7K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.50% | $4M | 13.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 1.50% | $959M | 2.92M | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 1.50% | $20M | 59.6K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 1.50% | $8M | 23.3K | Q4 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.49% | $45M | 136.6K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.49% | $4M | 12.1K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.49% | $2M | 5.2K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.49% | $5M | 15.0K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.48% | $4M | 11.9K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 1.48% | $40M | 121.5K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 1.48% | $5M | 13.5K | Q2 2026 |
| WEIK CAPITAL MANAGEMENT$251M AUM | 1.47% | $4M | 11.2K | Q1 2026OLDER |
| U S WEALTH GROUP, LLC.$152M AUM | 1.47% | $2M | 6.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 1.47% | $7M | 20.7K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 1.46% | $18M | 54.0K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 1.46% | $5M | 13.9K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 1.46% | $3M | 9.7K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.46% | $3M | 7.9K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 1.46% | $4M | 12.0K | Q1 2026OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 1.45% | $5M | 15.2K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 1.45% | $8M | 23.4K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 1.45% | $12M | 36.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 1.45% | $224M | 679.7K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 1.44% | $3M | 9.9K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.44% | $3M | 8.7K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 1.43% | $2M | 6.2K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.43% | $17M | 51.9K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 1.43% | $234M | 712.7K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 1.43% | $8M | 23.8K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 1.43% | $5M | 14.2K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.43% | $20M | 62.2K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 1.43% | $19M | 57.6K | Q1 2026OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 1.43% | $16M | 48.6K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.42% | $2M | 5.2K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.41% | $3M | 9.3K | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 1.41% | $2M | 6.9K | Q2 2026 |
| Capital Square, LLC$217M AUM | 1.40% | $3M | 9.1K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 1.40% | $3M | 9.6K | Q1 2026OLDER |
| LGT CAPITAL PARTNERS LTD.$1.9B AUM | 1.40% | $26M | 79.9K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.39% | $16M | 47.4K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.39% | $2M | 5.5K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 1.39% | $7M | 21.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 1.39% | $5M | 13.8K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.38% | $12M | 36.8K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 1.37% | $2M | 7.0K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 1.37% | $2M | 6.2K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 1.37% | $11M | 35.0K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 1.37% | $1M | 4.3K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 1.37% | $3M | 7.8K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 1.36% | $9M | 27.4K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 1.36% | $5M | 16.7K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 1.35% | $3M | 8.4K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 1.35% | $12M | 35.2K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 1.35% | $2M | 6.7K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 1.35% | $2M | 5.8K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 1.35% | $3M | 9.3K | Q4 2025OLDER |
| Community Bank of Raymore$149M AUM | 1.35% | $2M | 6.1K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 1.34% | $8M | 23.1K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 1.34% | $167M | 506.9K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 1.34% | $29M | 88.2K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 1.33% | $3M | 7.6K | Q2 2026 |
| Stillwater Wealth Management Group$162M AUM | 1.33% | $2M | 6.5K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 1.33% | $20M | 60.9K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.33% | $5M | 15.9K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 1.33% | $2M | 6.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.33% | $1M | 4.5K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.32% | $8M | 24.6K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 1.32% | $3M | 9.9K | Q2 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 1.31% | $39M | 118.1K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.31% | $17M | 51.1K | Q1 2026OLDER |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 1.30% | $2M | 5.0K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 1.30% | $1M | 4.5K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 1.30% | $6M | 17.2K | Q4 2025OLDER |
| American Money Management, LLC$632M AUM | 1.30% | $8M | 24.9K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 1.29% | $4M | 11.7K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 1.29% | $3M | 8.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 1.29% | $88M | 267.2K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 1.28% | $1M | 4.3K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.28% | $2M | 6.6K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.28% | $4M | 12.2K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.28% | $11M | 33.8K | Q1 2026OLDER |
| Bell Asset Management Ltd$340M AUM | 1.28% | $5M | 13.8K | Q4 2025OLDER |
| ADVOCATE GROUP LLC$665M AUM | 1.27% | $8M | 24.0K | Q2 2026 |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.27% | $4M | 11.7K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 1.27% | $5M | 14.8K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.27% | $18M | 54.2K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.27% | $15M | 46.0K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 1.27% | $1M | 4.5K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 1.27% | $27M | 82.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 1.27% | $3M | 10.1K | Q1 2026OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 1.27% | $3M | 8.5K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 1.26% | $4M | 12.2K | Q2 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 1.26% | $13M | 40.1K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 1.26% | $3M | 15.0K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 1.26% | $30M | 91.4K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 1.25% | $22M | 68.0K | Q1 2026OLDER |
| Decatur Capital Management, Inc.$219M AUM | 1.25% | $3M | 8.3K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 1.25% | $2M | 5.4K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.24% | $23M | 69.7K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.24% | $33M | 101.7K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 1.23% | $8M | 24.6K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 1.23% | $18M | 54.4K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.23% | $6M | 19.4K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 1.23% | $3M | 9.5K | Q2 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 1.23% | $5M | 15.3K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.23% | $2M | 4.7K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 1.23% | $5M | 14.3K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 1.23% | $6M | 18.9K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 1.22% | $4M | 11.7K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 1.22% | $3M | 7.7K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.22% | $5M | 16.0K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 1.22% | $3M | 8.1K | Q3 2025OLDER |
| Clean Yield Group$355M AUM | 1.22% | $4M | 13.2K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 1.22% | $2M | 7.2K | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 1.22% | $10M | 30.8K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 1.21% | $4M | 12.1K | Q1 2026OLDER |
| Pinnacle Holdings, LLC$309M AUM | 1.21% | $4M | 11.4K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.21% | $7M | 21.5K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 1.21% | $4M | 11.9K | Q2 2026 |
| SP Asset Management LLC$1.1B AUM | 1.21% | $14M | 41.6K | Q1 2026OLDER |
| CINCINNATI CASUALTY CO$191M AUM | 1.20% | $2M | 7.0K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 1.20% | $2M | 6.2K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 1.20% | $7M | 20.1K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 1.20% | $1M | 4.3K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 1.19% | $38M | 116.8K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 1.19% | $2M | 7.5K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 1.19% | $97M | 295.2K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.19% | $20M | 59.4K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.19% | $3M | 9.9K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 1.19% | $5M | 16.7K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 1.19% | $5M | 14.5K | Q2 2026 |
| TMB Capital Partners, LLC$297M AUM | 1.19% | $4M | 10.8K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.19% | $3M | 10.0K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 1.18% | $2M | 4.7K | Q1 2026OLDER |
| Shellback Capital, LP$703M AUM | 1.18% | $19M | 46.0K | Q3 2025OLDER |
| First American Bank$1.6B AUM | 1.18% | $19M | 57.2K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 1.18% | $4M | 11.6K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.18% | $2M | 6.5K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 1.18% | $2M | 6.9K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 1.18% | $2M | 7.4K | Q1 2026OLDER |
| Tairen Capital Ltd$924M AUM | 1.17% | $11M | 32.8K | Q4 2025OLDER |
| Napean Trading & Investment Co (Singapore) PTE Ltd$233M AUM | 1.17% | $6M | 17.5K | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 1.17% | $81M | 247.0K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 1.17% | $6M | 18.3K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.17% | $2M | 6.1K | Q1 2026OLDER |
| Benchstone Capital Management LP$860M AUM | 1.17% | $10M | 30.5K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 1.17% | $85M | 259.4K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.17% | $3M | 8.5K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 1.17% | $5M | 15.5K | Q2 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 1.17% | $4M | 12.7K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.16% | $55M | 167.8K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.15% | $3.4B | 10.29M | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.15% | $8M | 23.3K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 1.14% | $3M | 10.2K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 1.14% | $2M | 5.4K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.14% | $4M | 12.6K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.14% | $34M | 104.4K | Q1 2026OLDER |
| PATHWAY WEALTH MANAGEMENT LLC$106M AUM | 1.14% | $1M | 3.7K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 1.14% | $7M | 19.4K | Q2 2026 |
| CINCINNATI INSURANCE CO$6.6B AUM | 1.13% | $74M | 226.4K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 1.12% | $4M | 11.9K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.12% | $8M | 25.2K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 1.12% | $2M | 4.6K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 1.12% | $3M | 7.8K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.11% | $6M | 16.8K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 1.11% | $15M | 46.0K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 1.11% | $2M | 6.9K | Q4 2025OLDER |
| Red Door Wealth Management, LLC$962M AUM | 1.11% | $11M | 32.4K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 1.11% | $8M | 23.4K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 1.11% | $5M | 13.7K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.10% | $35M | 107.9K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 1.10% | $14M | 41.4K | Q1 2026OLDER |
| CNB Bank$238M AUM | 1.10% | $3M | 8.0K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 1.10% | $3M | 9.7K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 1.10% | $2M | 5.7K | Q4 2025OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 1.09% | $41M | 124.2K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 1.09% | $11M | 33.2K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 1.09% | $3M | 8.9K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 1.09% | $5M | 14.7K | Q2 2026 |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.09% | $3M | 9.8K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 1.09% | $5M | 14.9K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.09% | $7M | 22.6K | Q1 2026OLDER |
| ANB BANK$247M AUM | 1.09% | $3M | 8.2K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 1.08% | $5M | 15.9K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 1.08% | $3M | 8.5K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 1.08% | $5M | 14.9K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 1.08% | $28M | 83.9K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 1.08% | $2M | 6.1K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.07% | $9M | 27.3K | Q1 2026OLDER |
| HS Management Partners, LLC$286M AUM | 1.07% | $3M | 9.3K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 1.07% | $12M | 28.9K | Q4 2025OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.07% | $2M | 5.6K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 1.07% | $7M | 21.0K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 1.07% | $5M | 16.1K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 1.07% | $6M | 18.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.06% | $41M | 116.8K | Q2 2026 |
| Bridge Creek Capital Management LLC$360M AUM | 1.06% | $4M | 9.4K | Q3 2025OLDER |
| Modus Advisors, LLC$363M AUM | 1.06% | $4M | 11.7K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 1.06% | $14M | 43.7K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 1.06% | $8M | 23.6K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 1.06% | $6M | 18.3K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.06% | $18M | 53.9K | Q1 2026OLDER |
| PYA Waltman Capital, LLC$361M AUM | 1.05% | $4M | 11.6K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 1.05% | $2M | 5.9K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 1.05% | $5M | 14.1K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.05% | $5M | 14.1K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 1.05% | $4M | 13.3K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 1.05% | $2M | 7.5K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.05% | $2M | 5.6K | Q3 2025OLDER |
| Parisi Gray Wealth Management$487M AUM | 1.05% | $5M | 14.5K | Q2 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 1.05% | $13M | 40.6K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 1.05% | $3M | 8.9K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 1.04% | $79M | 240.4K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 1.04% | $4M | 11.0K | Q2 2026 |
| DNCA FINANCE$1.7B AUM | 1.04% | $15M | 37.5K | Q3 2025OLDER |
| US Asset Management LLC$115M AUM | 1.04% | $1M | 3.6K | Q2 2026 |
| Aberdeen Wealth Management LLC$219M AUM | 1.04% | $2M | 6.9K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 1.03% | $128M | 388.9K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 1.03% | $29M | 87.2K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 1.03% | $4M | 12.7K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 1.02% | $66M | 199.7K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 1.02% | $2M | 6.0K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.02% | $3M | 9.3K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 1.02% | $22M | 66.5K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.02% | $9M | 26.6K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.01% | $1M | 4.0K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 1.01% | $4M | 11.7K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 1.01% | $1M | 4.4K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 1.01% | $36M | 108.2K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 1.01% | $11M | 34.8K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.00% | $1M | 3.8K | Q1 2026OLDER |
| HARVEY CAPITAL MANAGEMENT INC$439M AUM | 1.00% | $4M | 13.4K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 1.00% | $12M | 37.7K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 1.00% | $29M | 89.7K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 1.00% | $2M | 5.3K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 1.00% | $36M | 109.9K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 1.00% | $11M | 32.0K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.99% | $1M | 4.4K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.99% | $5M | 15.0K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 0.99% | $17M | 50.2K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.99% | $3M | 7.9K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.99% | $3M | 9.0K | Q2 2026 |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.99% | $5M | 16.3K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.99% | $26M | 79.1K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.99% | $2M | 6.4K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.98% | $2M | 5.1K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.98% | $2M | 5.2K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.98% | $5M | 14.5K | Q2 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.98% | $4M | 13.1K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 0.98% | $3M | 9.5K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.98% | $3M | 9.0K | Q1 2026OLDER |
| Warm Springs Advisors Inc.$118M AUM | 0.98% | $1M | 3.5K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.98% | $3M | 10.4K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.98% | $1M | 3.7K | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 0.98% | $2M | 6.7K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.98% | $202M | 498.6K | Q3 2025OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.97% | $11M | 34.7K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.97% | $1M | 4.4K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.97% | $14M | 41.3K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.97% | $2M | 5.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.97% | $1.3B | 3.88M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.