SEC 13F Intelligence

HONGBPHONEYWELL INTL INC

CUSIP 438516106 · Yahoo Finance ↗ · Google Finance ↗

Honeywell Intl Inc (HONGBP) has 2,774 institutional holders in Filings Flow’s 13F database, together reporting 494.84M shares worth $108.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,774
Q1 2026
Reported Value
$108.4B
Ticker
HONGBP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,695Q4 ’18Q1 ’19: 1,765Q2 ’19: 1,810Q2 ’19Q3 ’19: 1,788Q2 ’21: 2,124Q2 ’21Q4 ’21: 2,179Q4 ’22: 2,235Q4 ’22Q4 ’25: 2,634Q1 ’26: 2,774Q1 ’26Q2 ’26: 47filingsflow.com
Total reported value
Q4 ’18: $477.2BQ4 ’18Q1 ’19: $674.7BQ2 ’19: $597.2BQ2 ’19Q3 ’19: $531.0BQ2 ’21: $928.0BQ2 ’21Q4 ’21: $873.2BQ4 ’22: $48.0BQ4 ’22Q4 ’25: $93.8BQ1 ’26: $108.4BQ1 ’26Q2 ’26: $1.0Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
COBALT CAPITAL MANAGEMENT, INC.$179M AUM10.76%$19M85.0KQ1 2026OLDER
Unisphere Establishment$11.9B AUM7.80%$927M4.10MQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM7.14%$2.9B12.87MQ1 2026OLDER
Troluce Capital Advisors LLC$1.6B AUM6.19%$10M50.0KQ4 2025OLDER
J. Stern & Co. LLP$1.0B AUM6.03%$62M275.2KQ1 2026OLDER
CINCINNATI CASUALTY CO$191M AUM5.90%$11M50.0KQ1 2026OLDER
MYDA Advisors LLC$608M AUM5.23%$24M115.0KQ3 2025OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM4.78%$117M600.0KQ4 2025OLDER
Blue Whale Capital LLP$2.1B AUM4.62%$97M429.6KQ1 2026OLDER
Estuary Capital Management LP$598M AUM4.59%$26M132.4KQ4 2025OLDER
Tiptree Advisors, LLC$172M AUM4.59%$8M35.0KQ1 2026OLDER
MARINER INVESTMENT GROUP LLC$346M AUM4.47%$76M392.0KQ4 2025OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM4.31%$158M698.5KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM4.13%$45M200.2KQ1 2026OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM4.12%$85M374.3KQ1 2026OLDER
Stenham Asset Management Ltd$206M AUM4.11%$8M37.4KQ1 2026OLDER
Palmer Knight Co$205M AUM4.08%$8M37.0KQ1 2026OLDER
Haverford Financial Services, Inc.$336M AUM4.07%$14M60.5KQ1 2026OLDER
Two Point Capital Management, Inc.$229M AUM4.02%$9M40.8KQ1 2026OLDER
VANTAGE WEALTH$463M AUM4.00%$18M94.7KQ4 2025OLDER
AGAVE CAPITAL MANAGEMENT Ltd$622M AUM3.88%$23M118.5KQ4 2025OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM3.81%$189M837.5KQ1 2026OLDER
Lloyd Harbor Capital Management, LLC$245M AUM3.66%$8M39.0KQ4 2025OLDER
Foyston, Gordon & Payne Inc$434M AUM3.62%$16M69.5KQ1 2026OLDER
St. James Investment Company, LLC$638M AUM3.56%$23M100.5KQ1 2026OLDER
Themes Management Co LLC$162M AUM3.43%$6M24.6KQ1 2026OLDER
Randolph Co Inc$1.0B AUM3.43%$36M158.7KQ1 2026OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM3.24%$34M150.1KQ1 2026OLDER
Highlander Partners, L.P.$256M AUM3.19%$9M45.5KQ4 2025OLDER
SAYBROOK CAPITAL /NC$371M AUM3.08%$11M50.5KQ1 2026OLDER
Providence Wealth Advisors, LLC$157M AUM3.03%$5M20.9KQ1 2026OLDER
Codex Capital Asset Management L.L.C.$259M AUM2.94%$8M33.6KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM2.91%$1.1B4.85MQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM2.86%$6M28.4KQ2 2026
Phraction Management LLC$483M AUM2.86%$14M61.0KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM2.85%$135M642.4KQ3 2025OLDER
DLK Investment Management, LLC$253M AUM2.85%$7M31.9KQ1 2026OLDER
MANAGED ASSET PORTFOLIOS, LLC$834M AUM2.81%$23M103.8KQ1 2026OLDER
Signet Investment Advisory Group, Inc.$218M AUM2.74%$6M26.5KQ1 2026OLDER
Meixler Investment Management, Ltd.$186M AUM2.73%$5M22.2KQ1 2026OLDER
Hutchinson Financial Advisors, INC$102M AUM2.72%$3M13.2KQ3 2025OLDER
MEYER HANDELMAN CO$3.2B AUM2.71%$87M386.1KQ1 2026OLDER
WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM2.71%$5M21.9KQ1 2026OLDER
Stillwater Capital Advisors, LLC$876M AUM2.70%$24M104.6KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM2.65%$57M253.3KQ1 2026OLDER
Borer Denton & Associates, Inc.$280M AUM2.62%$7M32.5KQ1 2026OLDER
MCDANIEL TERRY & CO$1.2B AUM2.59%$30M134.8KQ1 2026OLDER
Brookmont Capital Management$179M AUM2.56%$5M20.2KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM2.55%$8M36.7KQ1 2026OLDER
Wallington Asset Management, LLC$752M AUM2.51%$19M83.5KQ1 2026OLDER
Broyhill Asset Management, LLC$108M AUM2.45%$3M11.8KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM2.42%$11M47.4KQ1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM2.41%$29M129.7KQ1 2026OLDER
Munro Partners$3.0B AUM2.40%$4M24.8KQ3 2025OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM2.39%$31M161.0KQ4 2025OLDER
Private Wealth Partners, LLC$1.3B AUM2.38%$31M136.7KQ1 2026OLDER
Maple Capital Management, Inc.$1.5B AUM2.36%$35M156.2KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM2.35%$3M13.7KQ1 2026OLDER
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM2.35%$12M52.5KQ1 2026OLDER
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM2.32%$10M45.0KQ1 2026OLDER
Estabrook Capital Management$685M AUM2.30%$16M69.8KQ1 2026OLDER
WD RUTHERFORD LLC$225M AUM2.26%$5M22.5KQ1 2026OLDER
Tradewinds, LLC.$310M AUM2.23%$7M32.6KQ1 2026OLDER
SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM2.21%$7M32.1KQ1 2026OLDER
MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM2.20%$75M331.6KQ1 2026OLDER
Monaco Asset Management SAM$542M AUM2.20%$13M65.0KQ4 2025OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM2.19%$82M361.5KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM2.19%$44M195.0KQ1 2026OLDER
Saratoga Research & Investment Management$1.8B AUM2.13%$38M165.9KQ1 2026OLDER
Edge Wealth Management LLC$594M AUM2.12%$12M54.9KQ1 2026OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM2.10%$4M18.5KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM2.09%$49M216.0KQ1 2026OLDER
ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM2.09%$36M160.1KQ1 2026OLDER
NAN FUNG TRINITY (HK) Ltd$911M AUM2.08%$19M83.9KQ1 2026OLDER
U S WEALTH GROUP, LLC.$152M AUM2.06%$3M16.0KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM2.03%$4M18.6KQ1 2026OLDER
Brick & Kyle, Associates$303M AUM2.03%$6M27.2KQ2 2026
Allen Mooney & Barnes Investment Advisors LLC$695M AUM1.98%$14M61.0KQ1 2026OLDER
Hixon Zuercher, LLC$321M AUM1.91%$6M27.2KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM1.91%$128M566.1KQ1 2026OLDER
Running Oak Capital LLC$741M AUM1.90%$14M62.2KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM1.89%$8M37.3KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM1.89%$72M367.9KQ4 2025OLDER
FULCRUM WEALTH ADVISORS, LLC$121M AUM1.88%$2M10.1KQ1 2026OLDER
Haverford Trust Co$10.9B AUM1.87%$204M900.9KQ1 2026OLDER
INDEPENDENT INVESTORS INC$504M AUM1.86%$9M41.5KQ1 2026OLDER
Kensington Investment Counsel, LLC$208M AUM1.86%$4M17.1KQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM1.85%$3M13.4KQ1 2026OLDER
ING GROEP NV$16.4B AUM1.82%$297M1.31MQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM1.81%$28M122.4KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM1.81%$6M27.5KQ1 2026OLDER
Talbot Financial, LLC$1.2B AUM1.79%$21M94.3KQ1 2026OLDER
HAMEL ASSOCIATES, INC.$351M AUM1.79%$6M27.7KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM1.77%$4M18.9KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM1.75%$113M499.9KQ1 2026OLDER
IronBridge Private Wealth, LLC$310M AUM1.75%$5M24.0KQ1 2026OLDER
ARS Wealth Advisors Group, LLC$1.2B AUM1.74%$21M91.2KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM1.74%$5M20.0KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM1.70%$26M117.0KQ1 2026OLDER
Perennial Advisors, LLC$587M AUM1.69%$10M43.9KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM1.68%$2M7.7KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM1.66%$82M363.9KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM1.65%$29M130.3KQ1 2026OLDER
Farmers National Bank$453M AUM1.65%$7M33.1KQ2 2026
Greystone Financial Group, LLC$353M AUM1.64%$6M25.7KQ1 2026OLDER
Tevis Investment Management$176M AUM1.62%$3M12.6KQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM1.62%$2M8.6KQ1 2026OLDER
Violich Capital Management, Inc.$855M AUM1.62%$14M61.2KQ1 2026OLDER
DIAMANT ASSET MANAGEMENT, INC.$137M AUM1.60%$2M2.20MQ1 2026OLDER
PIONEER TRUST BANK N A/OR$412M AUM1.58%$7M28.9KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM1.58%$3M15.2KQ4 2025OLDER
CORDA Investment Management, LLC.$1.4B AUM1.57%$23M100.6KQ1 2026OLDER
SEARLE & CO.$398M AUM1.56%$6M27.5KQ1 2026OLDER
Argo Wealth Advisory, LLC$170M AUM1.54%$3M11.6KQ1 2026OLDER
Stockman Wealth Management, Inc.$906M AUM1.51%$14M60.6KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM1.51%$3M12.9KQ1 2026OLDER
Pflug Koory, LLC$218M AUM1.51%$3M14.6KQ1 2026OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM1.51%$110M487.4KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM1.50%$13M58.8KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM1.49%$64M305.0KQ3 2025OLDER
Soviero Asset Management, LP$200M AUM1.47%$3M13.5KQ3 2025OLDER
Register Financial Advisors LLC$271M AUM1.47%$4M17.6KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM1.47%$3M13.4KQ1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM1.46%$37M163.9KQ1 2026OLDER
Cox Capital Mgt LLC$151M AUM1.46%$2M9.7KQ1 2026OLDER
LaFleur & Godfrey LLC$803M AUM1.42%$11M50.5KQ1 2026OLDER
Live Oak Private Wealth LLC$717M AUM1.42%$10M45.0KQ1 2026OLDER
PAULSON & CO. INC.$3.1B AUM1.42%$42M200.0KQ3 2025OLDER
Palouse Capital Management, Inc.$160M AUM1.41%$2M9.4KQ1 2026OLDER
NovaPoint Capital, LLC$399M AUM1.41%$6M24.8KQ1 2026OLDER
Barbara Oil Co.$259M AUM1.39%$4M16.0KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM1.39%$165M730.6KQ1 2026OLDER
Kintayl Capital LP$192M AUM1.38%$3M11.7KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM1.37%$2M10.7KQ1 2026OLDER
Quilter Plc$5.7B AUM1.37%$78M344.7KQ1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM1.36%$90M460.0KQ4 2025OLDER
Farmers & Merchants Trust Co of Long Beach$426M AUM1.35%$6M25.5KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM1.33%$7M31.7KQ1 2026OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM1.33%$8M35.7KQ1 2026OLDER
Sage Capital Advisors,llc$482M AUM1.32%$6M25.1KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM1.31%$2M9.0KQ1 2026OLDER
Ethos Capital Management, Inc.$117M AUM1.28%$1M6.6KQ1 2026OLDER
GS Investments, Inc.$175M AUM1.28%$2M9.9KQ1 2026OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM1.27%$8M35.4KQ1 2026OLDER
Spectrum Asset Management, Inc. (NB/CA)$315M AUM1.27%$4M17.7KQ1 2026OLDER
Leisure Capital Management$286M AUM1.27%$4M16.0KQ1 2026OLDER
Costello Asset Management, INC$289M AUM1.26%$4M16.2KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM1.26%$6M26.7KQ1 2026OLDER
MainStreet Investment Advisors LLC$665M AUM1.25%$8M36.7KQ1 2026OLDER
FARMERS TRUST CO$637M AUM1.25%$8M35.2KQ1 2026OLDER
BAXTER BROS INC$810M AUM1.25%$10M44.6KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM1.24%$448M1.98MQ1 2026OLDER
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM1.24%$2M7.4KQ1 2026OLDER
Headlands Technologies LLC$878M AUM1.24%$11M48.1KQ1 2026OLDER
VISTA INVESTMENT PARTNERS II, LLC$223M AUM1.24%$3M12.2KQ1 2026OLDER
Hedges Asset Management LLC$142M AUM1.23%$2M8.9KQ4 2025OLDER
Left Brain Wealth Management, LLC$255M AUM1.22%$3M13.8KQ1 2026OLDER
B & T Capital Management DBA Alpha Capital Management$690M AUM1.22%$8M37.2KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM1.22%$8M33.3KQ1 2026OLDER
Advisory Resource Group$581M AUM1.21%$7M31.2KQ1 2026OLDER
Ridge Creek Global, Inc$118M AUM1.21%$1M6.3KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM1.21%$33M144.2KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM1.20%$75M331.2KQ1 2026OLDER
CapWealth Advisors, LLC$1.3B AUM1.19%$16M71.2KQ1 2026OLDER
Orca Wealth Management, LLC$141M AUM1.17%$2M7.3KQ1 2026OLDER
R Squared Ltd$182M AUM1.16%$3M12.8KQ3 2025OLDER
Wellington Shields & Co., LLC$392M AUM1.15%$5M20.0KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM1.15%$29M127.5KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM1.15%$114M505.8KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM1.14%$180M794.4KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM1.14%$4M17.5KQ1 2026OLDER
CONNING INC.$3.0B AUM1.14%$34M151.3KQ1 2026OLDER
SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM1.13%$8M33.8KQ1 2026OLDER
Scott & Selber, Inc.$474M AUM1.13%$4M19.4KQ1 2026OLDER
Kennebec Savings Bank$111M AUM1.13%$1M5.6KQ1 2026OLDER
BigSur Wealth Management LLC$356M AUM1.13%$4M17.8KQ1 2026OLDER
Norway Savings Bank$239M AUM1.12%$2M10.4KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM1.12%$26M114.5KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM1.11%$1M6.8KQ4 2025OLDER
UNITED BANK$781M AUM1.11%$9M38.3KQ1 2026OLDER
LYNCH & ASSOCIATES/IN$533M AUM1.11%$6M26.1KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM1.11%$11M47.3KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM1.10%$9M35.3KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM1.10%$4M18.4KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM1.10%$68M301.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM1.10%$7M33.7KQ3 2025OLDER
Stonebridge Capital Advisors LLC$1.4B AUM1.08%$15M68.5KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM1.08%$15M67.5KQ1 2026OLDER
Vision Capital Management, Inc.$792M AUM1.07%$8M37.6KQ1 2026OLDER
L & S Advisors Inc$795M AUM1.07%$9M37.7KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM1.07%$2M7.9KQ1 2026OLDER
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM1.06%$5M24.8KQ4 2025OLDER
Ancora Advisors LLC$4.7B AUM1.06%$50M220.3KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM1.06%$220M1.13MQ4 2025OLDER
F/m Investments LLC$1.5B AUM1.05%$16M70.3KQ1 2026OLDER
Telos Capital Management, Inc.$1.0B AUM1.05%$11M48.4KQ1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM1.05%$43M188.2KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM1.04%$3M13.2KQ1 2026OLDER
1ST SOURCE BANK$1.9B AUM1.04%$20M89.2KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM1.03%$4M15.7KQ1 2026OLDER
McGuire Investment Group, LLC$885M AUM1.03%$9M40.3KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM1.03%$2M7.5KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM1.02%$4M19.2KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM1.01%$2M8.2KQ3 2025OLDER
Field & Main Bank$344M AUM1.01%$3M15.3KQ1 2026OLDER
Vertrix Wealth Management, LLC$297M AUM1.00%$3M12.0KQ1 2026OLDER
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM1.00%$13M55.7KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM1.00%$2M10.4KQ4 2025OLDER
MORTON COMMUNITY BANK$460M AUM0.99%$5M20.2KQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.99%$3M14.9KQ1 2026OLDER
SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM0.98%$1M4.6KQ1 2026OLDER
Northern Financial Advisors Inc$137M AUM0.98%$1M5.9KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.98%$2M8.3KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.98%$27M120.3KQ3 2025OLDER
Boomfish Wealth Group, LLC$187M AUM0.96%$2M8.0KQ1 2026OLDER
Nexus Investment Management ULC$715M AUM0.96%$7M30.5KQ1 2026OLDER
TI-TRUST, INC$168M AUM0.96%$2M7.2KQ1 2026OLDER
Elk River Wealth Management LLC$602M AUM0.96%$6M25.6KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.96%$4M17.7KQ1 2026OLDER
HALL CAPITAL MANAGEMENT CO INC$280M AUM0.96%$3M12.5KQ1 2026OLDER
HARDING LOEVNER LP$9.7B AUM0.95%$92M408.2KQ1 2026OLDER
NATIXIS$28.0B AUM0.94%$264M1.17MQ1 2026OLDER
TICINO WEALTH$288M AUM0.94%$3M11.1KQ1 2026OLDER
Harvest Investment Advisors, LLC$176M AUM0.94%$2M8.5KQ4 2025OLDER
Chesley Taft & Associates LLC$2.6B AUM0.94%$22M99.1KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.94%$11M50.0KQ1 2026OLDER
NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM0.93%$23M99.7KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.93%$12M51.7KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.93%$79M351.5KQ1 2026OLDER
THREADGILL FINANCIAL, LLC$243M AUM0.92%$2M11.4KQ4 2025OLDER
Community Bank of Raymore$149M AUM0.92%$1M6.1KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.91%$3M14.7KQ3 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.91%$4M16.1KQ1 2026OLDER
Enhancing Capital LLC$135M AUM0.91%$1M5.4KQ1 2026OLDER
GUERRA PAN ADVISORS, LLC$162M AUM0.90%$1M6.4KQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.90%$2M8.9KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.90%$35M153.2KQ1 2026OLDER
LFG Wealth Partners, LLC$166M AUM0.90%$1M6.6KQ2 2026
Leo Wealth, LLC$1.4B AUM0.90%$12M54.7KQ1 2026OLDER
Blue Sparrow, LLC /DE$5.8B AUM0.89%$52M231.2KQ1 2026OLDER
KTF INVESTMENTS, LLC$584M AUM0.89%$5M23.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.89%$2M11.6KQ3 2025OLDER
Hartford Financial Management Inc.$392M AUM0.89%$3M15.5KQ1 2026OLDER
HOME FEDERAL BANK OF TENNESSEE$400M AUM0.89%$4M15.7KQ1 2026OLDER
Silvant Capital Management LLC$2.9B AUM0.89%$26M113.8KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.89%$25M111.4KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.89%$81M358.1KQ1 2026OLDER
Perkins Coie Trust Co$603M AUM0.89%$5M20.4KQ1 2026OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.88%$7M29.4KQ1 2026OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.88%$2M7.0KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.87%$2M8.0KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.87%$117M557.0KQ3 2025OLDER
All Terrain Financial Advisors, LLC$425M AUM0.86%$4M16.2KQ1 2026OLDER
SFE Investment Counsel$635M AUM0.86%$5M24.2KQ1 2026OLDER
Cardinal Capital Management, Inc.$3.7B AUM0.86%$32M141.4KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM0.86%$2M7.6KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.86%$69M306.9KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.86%$11M50.3KQ1 2026OLDER
Ironvine Capital Partners, LLC$910M AUM0.85%$8M34.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.85%$45M198.5KQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.85%$13M58.2KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.85%$2.5B8.71MQ1 2026OLDER
LYELL WEALTH MANAGEMENT, LP$1.4B AUM0.85%$12M51.0KQ1 2026OLDER
NS Partners Ltd$2.2B AUM0.85%$19M83.7KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.85%$50M222.3KQ1 2026OLDER
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.84%$5M22.2KQ1 2026OLDER
Vickerman Investment Advisors, Inc.$476M AUM0.84%$4M17.7KQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM0.84%$55M245.0KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.84%$2M8.1KQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$287M AUM0.84%$2M10.6KQ1 2026OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.83%$5M20.5KQ1 2026OLDER
BEARING POINT CAPITAL, LLC$638M AUM0.83%$5M23.5KQ1 2026OLDER
ELCO Management Co., LLC$208M AUM0.83%$2M7.7KQ1 2026OLDER
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM0.82%$4M16.9KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.82%$8M40.0KQ3 2025OLDER
US Asset Management LLC$115M AUM0.82%$950,6824.2KQ2 2026
Wilson & Boucher Capital Management, LLC$151M AUM0.82%$1M5.5KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.82%$5M21.1KQ1 2026OLDER
Creegan & Nassoura Financial Group, LLC$154M AUM0.82%$1M6.4KQ4 2025OLDER
SOUTH PLAINS FINANCIAL, INC.$172M AUM0.82%$1M6.2KQ1 2026OLDER
COLRAIN CAPITAL LLC$259M AUM0.81%$2M9.3KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.81%$2M8.8KQ1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.81%$43M189.2KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.81%$1M5.5KQ1 2026OLDER
Sciencast Management LP$785M AUM0.81%$4M20.6KQ3 2025OLDER
Crescent Sterling, Ltd.$112M AUM0.81%$901,1984.0KQ2 2026
Generali Powszechne Towarzystwo Emerytalne$566M AUM0.80%$5M20.1KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.80%$8M36.6KQ1 2026OLDER
NORTH DALLAS BANK & TRUST CO$148M AUM0.80%$1M5.2KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.79%$70M308.5KQ1 2026OLDER
Pinnacle Holdings, LLC$309M AUM0.79%$2M10.8KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.79%$2M10.7KQ1 2026OLDER
Albar Capital Partners LLP$618M AUM0.79%$3M17.0KQ4 2025OLDER
FELL CAPITAL MANAGEMENT /ADV$105M AUM0.79%$822,7493.6KQ1 2026OLDER
JM2 Capital Inc.$121M AUM0.78%$946,0784.2KQ1 2026OLDER
Ledyard National Bank$1.2B AUM0.78%$9M39.9KQ1 2026OLDER
Successful Portfolios LLC$181M AUM0.78%$1M6.3KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.77%$2M7.5KQ1 2026OLDER
KRS Capital Management, LLC$163M AUM0.77%$1M5.6KQ1 2026OLDER
Leelyn Smith, LLC$713M AUM0.76%$5M24.0KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.76%$18M93.3KQ4 2025OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.76%$1M6.5KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.76%$94M414.9KQ1 2026OLDER
Hudson Portfolio Management LLC$119M AUM0.76%$898,4694.0KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.76%$9M38.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.76%$26M116.4KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.75%$16M78.1KQ3 2025OLDER
Boston Partners$95.5B AUM0.75%$719M3.18MQ1 2026OLDER
Kenora Financial, LLC$286M AUM0.75%$2M9.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.75%$14M63.7KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM0.75%$2M7.1KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.75%$2M10.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.75%$3.1B13.55MQ1 2026OLDER
New Hampshire Trust$496M AUM0.75%$4M16.4KQ1 2026OLDER
Wills Financial Group LLC$265M AUM0.75%$2M9.1KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.74%$22M97.1KQ1 2026OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.74%$8M34.0KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.74%$18M79.8KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.74%$1M5.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.74%$124M546.7KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.73%$2M7.0KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.73%$26M115.1KQ1 2026OLDER
CFO CAPITAL MANAGEMENT LLC$121M AUM0.73%$883,5513.9KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM0.72%$1M5.7KQ1 2026OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM0.72%$14M62.1KQ1 2026OLDER
Minot DeBlois Advisors LLC$110M AUM0.72%$794,4643.5KQ1 2026OLDER
Cornerstone Planning, LLC$443M AUM0.72%$3M14.1KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.72%$50M221.1KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.72%$166M732.5KQ1 2026OLDER
Renasant Bank$141M AUM0.72%$1M4.5KQ1 2026OLDER
Midwest Financial Partners Investments, Inc.$189M AUM0.71%$1M5.9KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.71%$94M415.0KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.71%$4M17.3KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.70%$3M11.1KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.70%$3M11.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.70%$225M996.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.70%$3.8B16.64MQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.70%$36M161.2KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.70%$2M10.2KQ1 2026OLDER
Persium Advisors, LLC$127M AUM0.70%$887,3943.9KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.69%$22M114.0KQ4 2025OLDER
Valley Brook Capital Group, Inc.$149M AUM0.69%$1M4.6KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.69%$11M48.3KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.69%$14M63.2KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.68%$2M7.3KQ1 2026OLDER
Navigate Wealth Management, LLC$142M AUM0.68%$968,6574.4KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.68%$9M39.6KQ1 2026OLDER
Granite Harbor Advisors, Inc.$229M AUM0.68%$2M6.9KQ1 2026OLDER
First Financial Bank - Trust Division$1.4B AUM0.68%$8M37.1KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.67%$46M203.2KQ1 2026OLDER
Global Wealth Management Investment Advisory, Inc.$638M AUM0.67%$4M19.0KQ3 2025OLDER
Donoghue Forlines LLC$361M AUM0.67%$2M10.7KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.67%$4M19.4KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.67%$3M11.2KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.67%$2M6.8KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.66%$1M5.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.66%$206M909.3KQ1 2026OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.66%$2M9.2KQ1 2026OLDER
Delaney Dennis R$282M AUM0.66%$2M8.3KQ1 2026OLDER
SIR Capital Management, L.P.$1.1B AUM0.66%$7M31.4KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.66%$101M448.3KQ1 2026OLDER
Trust Investment Advisors$171M AUM0.65%$1M4.9KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.65%$2M7.6KQ1 2026OLDER
Arvest Bank Trust Division$1.8B AUM0.65%$12M53.1KQ1 2026OLDER
STF Management LP$107M AUM0.65%$694,9113.6KQ4 2025OLDER
Bolthouse Investments, LLC$111M AUM0.65%$715,3853.2KQ1 2026OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.65%$2M8.5KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.64%$2M6.7KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.64%$34M151.0KQ1 2026OLDER
Wynn Capital, LLC$224M AUM0.64%$1M5.5KQ1 2026OLDER
Numerai GP LLC$997M AUM0.64%$5M27.4KQ4 2025OLDER
Lifeworks Advisors, LLC$779M AUM0.64%$5M22.1KQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.64%$18M78.3KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.63%$19M82.1KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.63%$162M773.7KQ2 2026
Adelphi Trust Co$151M AUM0.63%$946,2014.2KQ2 2026
Glenview Trust Co$6.4B AUM0.63%$40M176.9KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.63%$43M191.9KQ1 2026OLDER
MADDEN SECURITIES Corp$333M AUM0.63%$2M9.2KQ1 2026OLDER
CASCADE INVESTMENT GROUP, INC.$152M AUM0.63%$951,1344.2KQ1 2026OLDER
CHEMUNG CANAL TRUST CO$494M AUM0.63%$3M13.7KQ1 2026OLDER
GERMAN AMERICAN BANCORP, INC.$1.2B AUM0.62%$7M32.1KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.62%$43M188.8KQ1 2026OLDER
Legacy Wealth Management, LLC / MS$390M AUM0.62%$2M9.7KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.62%$42M185.4KQ1 2026OLDER
HEADINVEST, LLC$488M AUM0.62%$3M13.4KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.62%$14M60.1KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.62%$2M10.1KQ1 2026OLDER
Asset Planning,Inc$141M AUM0.62%$871,5503.9KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.62%$2M8.9KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.62%$9M44.9KQ3 2025OLDER
Altura Wealth Advisors Inc.$229M AUM0.62%$1M6.2KQ1 2026OLDER
Consolidated Investment Group LLC$922M AUM0.61%$6M25.1KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.61%$2M8.6KQ1 2026OLDER
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.61%$9M38.9KQ1 2026OLDER
Lakeshore Capital Group, Inc.$123M AUM0.61%$752,3753.3KQ1 2026OLDER
ALBERT D MASON INC$154M AUM0.61%$948,4444.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.61%$2M8.3KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.60%$5M23.5KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.60%$15M67.2KQ1 2026OLDER
BLVD Private Wealth, LLC$115M AUM0.60%$695,2683.1KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.60%$75M330.1KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.60%$48M213.8KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.60%$29M128.5KQ1 2026OLDER
STEINBERG ASSET MANAGEMENT LLC$154M AUM0.60%$925,3674.1KQ1 2026OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.60%$1M5.7KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.59%$88M452.5KQ4 2025OLDER
Meridian Wealth Advisors, LLC$756M AUM0.59%$4M19.8KQ1 2026OLDER
CNB Bank$238M AUM0.59%$1M6.2KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.59%$7M31.3KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.59%$728,7323.2KQ1 2026OLDER
ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM0.59%$1M5.9KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.59%$5M23.7KQ1 2026OLDER
Exchange Bank$161M AUM0.59%$844,2223.7KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.58%$5M25.7KQ4 2025OLDER
Osprey Private Wealth LLC$345M AUM0.58%$2M8.9KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.58%$649M2.87MQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.58%$9M38.2KQ1 2026OLDER
Alpha Family Trust$206M AUM0.58%$1M5.3KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.58%$2M8.2KQ3 2025OLDER
WASHINGTON TRUST Co$3.0B AUM0.58%$17M75.6KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.57%$40M203.7KQ4 2025OLDER
Columbia Asset Management$525M AUM0.57%$3M13.3KQ1 2026OLDER
MWA Asset Management$183M AUM0.57%$1M4.6KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.57%$6M24.4KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.57%$7M29.5KQ1 2026OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.57%$1M5.7KQ1 2026OLDER
Bank of Marin$137M AUM0.57%$778,2213.4KQ1 2026OLDER
First American Bank$1.6B AUM0.57%$9M39.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.57%$3M12.9KQ4 2025OLDER
Elefante Mark B$182M AUM0.56%$1M4.5KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.56%$18M80.3KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.56%$2M10.8KQ1 2026OLDER
PCG ASSET MANAGEMENT, LLC$125M AUM0.56%$704,3093.1KQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.56%$2M6.8KQ1 2026OLDER
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.56%$3M12.0KQ1 2026OLDER
Old Port Advisors$434M AUM0.56%$2M10.8KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.56%$4M15.5KQ1 2026OLDER
HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM0.56%$1M4.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.56%$29M146.4KQ4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.56%$9M40.0KQ1 2026OLDER
Iowa State Bank$543M AUM0.56%$3M13.4KQ1 2026OLDER
Parisi Gray Wealth Management$487M AUM0.56%$2M10.3KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.56%$9M39.1KQ1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.56%$19M83.6KQ1 2026OLDER
United Bank$301M AUM0.55%$2M7.4KQ1 2026OLDER
IAM Advisory, LLC$446M AUM0.55%$2M10.9KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.55%$10M44.0KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM0.54%$881,5173.9KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.54%$44M195.7KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.54%$623M2.75MQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.54%$31M137.2KQ1 2026OLDER
Grey Ledge Advisors, LLC$443M AUM0.54%$2M10.5KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.54%$3M11.8KQ1 2026OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.54%$2M8.8KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.54%$3M12.8KQ1 2026OLDER
Stenger Family Office, LLC$566M AUM0.54%$3M13.4KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.53%$1M5.4KQ1 2026OLDER
Thoma Capital Management LLC$169M AUM0.53%$902,3034.0KQ1 2026OLDER
LBP AM SA$7.3B AUM0.53%$39M172.3KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.53%$20M86.5KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.53%$2M10.0KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.53%$1M4.4KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.53%$27M119.5KQ1 2026OLDER
VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM0.53%$690,2283.5KQ4 2025OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.53%$2M7.9KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.53%$1M4.8KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.53%$851,9073.8KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.52%$2M7.2KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.52%$3M16.0KQ3 2025OLDER
Equity Wealth Partners, LLC$155M AUM0.52%$806,1243.6KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.52%$9M37.9KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.52%$77M338.8KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.52%$46M205.2KQ1 2026OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.52%$2M10.0KQ4 2025OLDER
CAMBIENT FAMILY OFFICE, LLC$716M AUM0.52%$4M16.4KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.52%$1M4.7KQ1 2026OLDER
Luken Investment Analytics, LLC$261M AUM0.51%$1M5.9KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.51%$1M7.1KQ3 2025OLDER
TOWER TRUST & INVESTMENT Co$165M AUM0.51%$775,5073.4KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.51%$1M5.8KQ1 2026OLDER
4WEALTH ADVISORS, INC.$117M AUM0.51%$591,2592.6KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.50%$16M70.5KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.50%$5M20.2KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.50%$99M438.6KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.50%$1M4.9KQ1 2026OLDER
Belleair Asset Management, LLC$110M AUM0.50%$547,6712.4KQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM0.50%$2M8.5KQ3 2025OLDER
Madson Wealth Advisors Inc$120M AUM0.50%$598,0342.6KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.50%$2M9.2KQ1 2026OLDER
Covea Finance$2.9B AUM0.50%$14M62.8KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.49%$48M213.5KQ1 2026OLDER
Quantum Private Wealth, LLC$324M AUM0.49%$2M7.1KQ1 2026OLDER
DMC Group, LLC$148M AUM0.49%$730,9813.2KQ1 2026OLDER
River Street Advisors LLC$296M AUM0.49%$1M6.5KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.49%$29M126.3KQ1 2026OLDER
CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM0.49%$739,5703.3KQ1 2026OLDER
Schear Investment Advisers, LLC$227M AUM0.49%$1M4.9KQ1 2026OLDER
Ellsworth Advisors, LLC$532M AUM0.49%$3M11.6KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.49%$29M130.1KQ1 2026OLDER

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