HSYHERSHEY CO
CUSIP 427866108 · Yahoo Finance ↗ · Google Finance ↗
Hershey Co (HSY) has 1,461 institutional holders in Filings Flow’s 13F database, together reporting 123.80M shares worth $24.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,461
Q1 2026
Reported Value
$24.9B
Ticker
HSY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DRH Investments, Inc.$123M AUM | 9.85% | $12M | 58.4K | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 7.45% | $9M | 43.7K | Q1 2026OLDER |
| HERSHEY TRUST CO$11.8B AUM | 3.44% | $405M | 1.95M | Q1 2026OLDER |
| St. James Investment Company, LLC$638M AUM | 3.32% | $21M | 113.6K | Q4 2025OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 3.10% | $11M | 51.2K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 2.95% | $13M | 63.8K | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 2.87% | $4M | 17.6K | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 2.68% | $87M | 418.1K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 2.64% | $19M | 92.6K | Q1 2026OLDER |
| Orion Investment Co$315M AUM | 2.57% | $8M | 39.0K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 2.50% | $15M | 71.1K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.48% | $5M | 22.3K | Q1 2026OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 2.42% | $5M | 25.8K | Q1 2026OLDER |
| Sierra Legacy Group$131M AUM | 2.41% | $3M | 15.2K | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 2.38% | $23M | 108.4K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 2.38% | $4M | 19.3K | Q1 2026OLDER |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 2.32% | $4M | 20.5K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.30% | $6M | 31.1K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.23% | $114M | 548.1K | Q1 2026OLDER |
| NatWest Group plc$462M AUM | 2.19% | $10M | 48.6K | Q1 2026OLDER |
| Albar Capital Partners LLP$618M AUM | 2.12% | $9M | 49.8K | Q3 2025OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 2.12% | $3M | 15.8K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 2.05% | $38M | 181.0K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 1.97% | $5M | 24.9K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 1.96% | $2M | 11.7K | Q1 2026OLDER |
| Two Point Capital Management, Inc.$229M AUM | 1.96% | $4M | 21.6K | Q1 2026OLDER |
| Settian Capital LP$143M AUM | 1.95% | $3M | 13.4K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.94% | $6M | 28.2K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.94% | $6M | 30.0K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.93% | $4M | 20.0K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.82% | $116M | 663.2K | Q2 2026 |
| TrueMark Investments, LLC$514M AUM | 1.73% | $9M | 42.6K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 1.72% | $3M | 16.0K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 1.68% | $12M | 57.4K | Q1 2026OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 1.67% | $24M | 116.0K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.66% | $14M | 65.4K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 1.63% | $19M | 93.1K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 1.57% | $9M | 42.6K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 1.56% | $7M | 35.5K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 1.55% | $37M | 178.0K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.55% | $2M | 7.8K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 1.53% | $2M | 10.6K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 1.47% | $2M | 8.0K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.43% | $5M | 26.1K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 1.42% | $2M | 8.5K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 1.42% | $50M | 240.3K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 1.41% | $37M | 179.9K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.39% | $5M | 23.5K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 1.33% | $35M | 169.5K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.31% | $31M | 147.3K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 1.30% | $6M | 30.0K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.29% | $12M | 59.3K | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 1.29% | $3M | 12.9K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 1.27% | $2M | 11.9K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 1.24% | $3M | 13.4K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.24% | $2M | 10.0K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 1.22% | $23M | 127.5K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 1.21% | $27M | 129.5K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 1.19% | $82M | 396.3K | Q1 2026OLDER |
| Dean Capital Management$241M AUM | 1.19% | $3M | 13.8K | Q1 2026OLDER |
| JLB & ASSOCIATES INC$696M AUM | 1.18% | $8M | 39.5K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.18% | $1M | 7.1K | Q3 2025OLDER |
| Sagewood Asset Management LP$319M AUM | 1.17% | $4M | 18.0K | Q1 2026OLDER |
| CHECK CAPITAL MANAGEMENT INC/CA$3.4B AUM | 1.16% | $40M | 192.3K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 1.15% | $11M | 53.7K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.15% | $2M | 11.1K | Q4 2025OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.13% | $3M | 15.5K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 1.09% | $9M | 41.0K | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 1.08% | $2M | 7.7K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 1.07% | $2M | 11.4K | Q3 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 1.07% | $4M | 22.1K | Q3 2025OLDER |
| Taproot Management LP$530M AUM | 1.03% | $6M | 35.0K | Q4 2025OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.99% | $10M | 47.7K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.98% | $6M | 27.5K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.96% | $2M | 9.9K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.94% | $18M | 88.9K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.94% | $1M | 7.1K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.93% | $2M | 8.3K | Q4 2025OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 0.92% | $6M | 34.3K | Q4 2025OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.91% | $3M | 13.4K | Q1 2026OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.88% | $79M | 380.7K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.87% | $12M | 56.6K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 0.86% | $6M | 29.0K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.86% | $2M | 11.5K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.86% | $7M | 35.9K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.86% | $2M | 7.8K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.81% | $6M | 31.3K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.80% | $14M | 70.4K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 0.79% | $2M | 9.3K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.78% | $3M | 16.5K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.77% | $898,183 | 4.3K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.76% | $3M | 17.7K | Q4 2025OLDER |
| Sienna Gestion$1.5B AUM | 0.73% | $11M | 52.3K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 0.73% | $991,791 | 5.5K | Q4 2025OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 0.73% | $1M | 6.6K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.73% | $1M | 6.3K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 0.71% | $32M | 150.6K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.71% | $208,931 | 1.3K | Q3 2025OLDER |
| Gouws Capital LLC$189M AUM | 0.70% | $1M | 6.4K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 0.70% | $4M | 20.0K | Q2 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.68% | $5M | 22.6K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.67% | $3M | 14.8K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.67% | $1M | 7.3K | Q3 2025OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.66% | $4M | 20.7K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.66% | $1M | 5.8K | Q1 2026OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 0.66% | $38M | 184.8K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.65% | $9M | 40.9K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.65% | $2M | 10.1K | Q1 2026OLDER |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$176M AUM | 0.64% | $1M | 5.5K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.63% | $10M | 48.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.62% | $4M | 18.6K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.62% | $6M | 28.7K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.61% | $1M | 5.8K | Q4 2025OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.61% | $24M | 117.7K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.61% | $6M | 27.4K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.60% | $5M | 25.3K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.60% | $1M | 5.4K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.59% | $3M | 16.3K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.59% | $1M | 6.1K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.58% | $4M | 19.3K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.57% | $972,302 | 4.7K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.57% | $2M | 9.9K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.57% | $1M | 6.3K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.57% | $2M | 8.1K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.56% | $1M | 5.0K | Q1 2026OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.56% | $5M | 22.3K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.56% | $2M | 7.4K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 0.55% | $5M | 23.2K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.55% | $4M | 21.2K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.54% | $2M | 11.5K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.53% | $3M | 18.0K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.53% | $906,696 | 4.4K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.53% | $23M | 121.3K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.52% | $17M | 91.8K | Q3 2025OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.52% | $11M | 52.7K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.51% | $4M | 20.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.51% | $1M | 6.1K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.51% | $1M | 5.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.50% | $70M | 334.9K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.49% | $8M | 36.9K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.49% | $2M | 9.3K | Q3 2025OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.48% | $660,882 | 3.2K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.47% | $11M | 52.3K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.47% | $6M | 27.3K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.46% | $2M | 8.4K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.45% | $16M | 76.1K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.45% | $4M | 19.8K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.45% | $3M | 13.8K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.45% | $4M | 17.4K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.45% | $866,486 | 4.2K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.45% | $26M | 123.5K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.45% | $5M | 24.1K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.43% | $613,899 | 3.0K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.43% | $462,865 | 2.2K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.43% | $2M | 11.5K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.43% | $58M | 280.9K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.43% | $3M | 14.4K | Q3 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.42% | $3M | 14.1K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.42% | $2M | 12.3K | Q2 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.42% | $4M | 19.9K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.42% | $68M | 325.4K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.42% | $17M | 84.0K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.41% | $857,754 | 4.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.40% | $7M | 38.7K | Q3 2025OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.40% | $2M | 9.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.40% | $711,607 | 3.4K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.40% | $1M | 7.2K | Q2 2026 |
| Sankala Group LLC$122M AUM | 0.39% | $480,399 | 2.2K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.39% | $3M | 15.0K | Q3 2025OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.39% | $543,424 | 2.6K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.38% | $3M | 16.0K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.38% | $1M | 6.4K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.38% | $2M | 8.4K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.37% | $740,088 | 3.6K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.36% | $4M | 21.4K | Q4 2025OLDER |
| J2 Capital Management Inc$146M AUM | 0.36% | $524,091 | 2.5K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 0.36% | $55M | 265.5K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.36% | $869,188 | 4.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.35% | $24M | 113.5K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.35% | $2M | 8.2K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 0.34% | $1M | 4.9K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.34% | $517,438 | 2.5K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.34% | $1M | 5.2K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 0.34% | $3M | 13.5K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.34% | $3M | 12.6K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.34% | $702,458 | 3.4K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.34% | $33M | 245.5K | Q2 2026 |
| Lantz Financial LLC$546M AUM | 0.34% | $2M | 10.4K | Q2 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.33% | $42M | 200.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.33% | $412M | 1.98M | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.33% | $614,000 | 3.0K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.32% | $1M | 5.8K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.32% | $3M | 14.4K | Q3 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.32% | $12M | 55.7K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.32% | $1M | 6.7K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.32% | $3M | 12.5K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.32% | $21M | 101.3K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.32% | $659,011 | 3.2K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.32% | $683,334 | 3.3K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.32% | $955,255 | 4.6K | Q2 2026 |
| Quattro Advisors LLC$115M AUM | 0.31% | $359,453 | 1.7K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.31% | $958,576 | 4.6K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.31% | $2M | 8.9K | Q2 2026 |
| Salvus Wealth Management, LLC$172M AUM | 0.31% | $554,493 | 3.0K | Q4 2025OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.31% | $439,064 | 2.1K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.31% | $3M | 17.4K | Q4 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.31% | $2M | 11.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.30% | $5M | 25.4K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.30% | $318,072 | 1.5K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.30% | $3M | 14.9K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 0.29% | $314,745 | 1.5K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.29% | $465,050 | 2.2K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.28% | $479,338 | 2.3K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.28% | $39M | 187.6K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.28% | $1M | 6.3K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.28% | $565,735 | 2.7K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.27% | $3M | 13.5K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.27% | $778,471 | 4.7K | Q3 2025OLDER |
| Hixon Zuercher, LLC$321M AUM | 0.26% | $849,737 | 4.1K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.26% | $956,294 | 4.6K | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 0.26% | $384,596 | 1.9K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.26% | $1.7B | 9.11M | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.26% | $872,747 | 4.2K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.26% | $347,584 | 1.7K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.25% | $20M | 105.6K | Q3 2025OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.25% | $743,017 | 3.6K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.25% | $305,183 | 1.5K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.25% | $611,197 | 2.9K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.25% | $311,211 | 1.5K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.25% | $3M | 14.2K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.24% | $507,252 | 2.4K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.24% | $3M | 14.0K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.24% | $800,377 | 3.9K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.24% | $431,580 | 2.1K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.24% | $6M | 30.7K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.24% | $3M | 16.4K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.24% | $2M | 11.0K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.24% | $353,414 | 1.7K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.24% | $264,228 | 1.3K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 0.24% | $2M | 8.0K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.23% | $2M | 11.2K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.23% | $845,133 | 4.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.23% | $254M | 1.22M | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 0.23% | $725,744 | 3.5K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 0.23% | $441,701 | 2.1K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.23% | $1M | 6.1K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.23% | $1M | 4.9K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.23% | $2M | 7.7K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.23% | $306,617 | 1.5K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.23% | $777,920 | 3.7K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.23% | $2M | 8.1K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 0.23% | $291,946 | 1.4K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.22% | $1M | 5.8K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 0.22% | $798,704 | 4.3K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.22% | $2M | 9.1K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 0.22% | $2M | 8.9K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.22% | $3M | 14.9K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.21% | $1M | 4.9K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.21% | $1M | 6.3K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.21% | $18M | 85.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.21% | $186M | 896.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.21% | $804,534 | 3.9K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.21% | $3M | 13.5K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.20% | $1M | 5.6K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.20% | $16M | 76.2K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.20% | $293,125 | 1.4K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.20% | $804,742 | 3.9K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.20% | $420,769 | 2.0K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.19% | $2M | 8.9K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.19% | $884,990 | 4.3K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.19% | $2M | 8.5K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.19% | $6M | 31.5K | Q4 2025OLDER |
| TIG Advisors, LLC$2.2B AUM | 0.19% | $4M | 20.0K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 0.19% | $2M | 10.6K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.19% | $530,451 | 2.6K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.19% | $1M | 5.3K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.19% | $415,780 | 2.0K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.18% | $736,970 | 3.5K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.18% | $285,130 | 1.6K | Q4 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.18% | $13M | 63.6K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.18% | $291,168 | 1.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.18% | $2M | 9.7K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.18% | $248,806 | 1.2K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.18% | $405,801 | 2.0K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.18% | $244,271 | 1.2K | Q1 2026OLDER |
| Voss Capital, LP$1.9B AUM | 0.17% | $4M | 20.0K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.17% | $360,481 | 1.7K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.17% | $417,443 | 2.0K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.17% | $611,970 | 3.5K | Q2 2026 |
| VIAWEALTH, LLC$180M AUM | 0.17% | $307,549 | 1.7K | Q4 2025OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.17% | $607,202 | 2.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.17% | $263,397 | 1.3K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.17% | $2M | 9.3K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.17% | $868,564 | 4.2K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.17% | $10M | 49.0K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.17% | $729,694 | 3.5K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.17% | $3M | 16.7K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.17% | $748,404 | 3.6K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.17% | $304,559 | 1.5K | Q1 2026OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.17% | $1M | 7.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.17% | $686,037 | 3.3K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.16% | $491,452 | 2.4K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.16% | $12M | 57.7K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.16% | $353,621 | 1.7K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.16% | $964,194 | 4.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.16% | $906,816 | 4.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.16% | $225M | 1.08M | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.16% | $279,404 | 1.3K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.16% | $767,316 | 3.7K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.16% | $376,073 | 1.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.16% | $321,723 | 1.5K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.16% | $1M | 5.1K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.16% | $518,062 | 2.5K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.16% | $301,441 | 1.4K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.15% | $11M | 53.4K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.15% | $205,738 | 989.6K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.15% | $913,469 | 4.4K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.15% | $326,910 | 1.6K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.15% | $654,854 | 3.1K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.15% | $40M | 191.2K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.15% | $260,048 | 1.5K | Q2 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.15% | $305,002 | 1.5K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.15% | $5M | 25.3K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.15% | $553,195 | 2.7K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.15% | $2M | 10.7K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 0.15% | $266,343 | 1.4K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.15% | $2M | 8.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.15% | $12M | 58.2K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.15% | $498,936 | 2.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.14% | $123M | 593.6K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.14% | $547,167 | 2.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.14% | $13M | 60.4K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.14% | $398,899 | 1.9K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.14% | $302,272 | 1.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.14% | $237,271 | 1.1K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.14% | $201,452 | 1.1K | Q4 2025OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.14% | $3M | 12.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.14% | $78M | 374.5K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.14% | $2M | 11.8K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 0.14% | $1M | 6.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.14% | $439,346 | 2.1K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.14% | $621,591 | 3.0K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.14% | $2M | 7.4K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.14% | $13M | 64.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.14% | $894M | 4.30M | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.14% | $388,962 | 1.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.14% | $415,780 | 2.0K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.14% | $1M | 5.7K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 0.14% | $228,679 | 1.1K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.13% | $896,214 | 4.3K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 0.13% | $1M | 6.8K | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 0.13% | $473,280 | 2.7K | Q2 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.13% | $78M | 376.6K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.13% | $224,846 | 1.2K | Q3 2025OLDER |
| BNP PARIBAS$3.1B AUM | 0.13% | $4M | 20.1K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.13% | $308,925 | 1.5K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.13% | $350,214 | 1.7K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.13% | $228,679 | 1.1K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 0.13% | $498,936 | 2.4K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.13% | $16M | 75.0K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.13% | $205,755 | 1.1K | Q3 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.13% | $12M | 55.7K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.13% | $351,750 | 1.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.13% | $3M | 14.4K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.13% | $1M | 7.0K | Q3 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.13% | $4M | 19.2K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.12% | $549,869 | 2.6K | Q1 2026OLDER |
| America First Investment Advisors, LLC$536M AUM | 0.12% | $668,782 | 3.2K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.12% | $348,263 | 1.9K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.12% | $23M | 109.3K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.12% | $799,163 | 3.8K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.12% | $782,290 | 3.8K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.12% | $16M | 85.4K | Q4 2025OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.12% | $277,533 | 1.3K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.12% | $338,561 | 1.8K | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.12% | $44M | 214.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.12% | $5M | 23.9K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.12% | $236,995 | 1.1K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.11% | $27M | 128.9K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.11% | $338,861 | 1.6K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.11% | $222,442 | 1.1K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.11% | $259,322 | 1.4K | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.11% | $1M | 7.0K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.11% | $498,936 | 2.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.11% | $3M | 14.7K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.11% | $986,643 | 4.7K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.11% | $149,377 | 137 | Q3 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.11% | $2M | 12.7K | Q4 2025OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.11% | $3M | 17.2K | Q4 2025OLDER |
| Tarbox Family Office, Inc.$616M AUM | 0.11% | $682,578 | 3.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.11% | $631M | 3.04M | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 0.11% | $1M | 4.9K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.11% | $323,269 | 1.6K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.11% | $262,461 | 1.5K | Q2 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.11% | $311,419 | 1.5K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.11% | $1M | 5.1K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.11% | $480,434 | 2.3K | Q2 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.11% | $516,762 | 2.5K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.11% | $1M | 6.2K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.11% | $514,501 | 2.5K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.10% | $914,716 | 4.4K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.10% | $319,735 | 1.5K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.10% | $436,569 | 2.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.10% | $1M | 5.6K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.10% | $1M | 5.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.10% | $433,071 | 2.1K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.10% | $263,507 | 1.4K | Q4 2025OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.10% | $234,073 | 1.1K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.10% | $1M | 6.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.10% | $84M | 403.2K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.10% | $352,934 | 1.7K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.10% | $3M | 15.6K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.10% | $654,317 | 3.6K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.10% | $149,640 | 800 | Q3 2025OLDER |
| Columbia Asset Management$525M AUM | 0.10% | $524,714 | 2.5K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.10% | $418,554 | 2.3K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.10% | $6M | 28.9K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.10% | $339,900 | 1.6K | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.10% | $2M | 13.0K | Q4 2025OLDER |
| Wahed Invest LLC$770M AUM | 0.10% | $768,154 | 3.7K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.10% | $3M | 16.1K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.10% | $398,849 | 1.9K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.10% | $4M | 20.5K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.10% | $4M | 17.1K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.10% | $853,632 | 4.1K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.10% | $40M | 190.2K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.10% | $24M | 116.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.09% | $15M | 70.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.09% | $2M | 13.8K | Q2 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.09% | $730,206 | 3.5K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.09% | $24M | 115.6K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.09% | $2M | 8.0K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.09% | $4M | 20.5K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.09% | $203,145 | 1.1K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 0.09% | $520,457 | 2.5K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.09% | $210,057 | 1.1K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.09% | $10M | 45.8K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.09% | $242,400 | 1.2K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.09% | $701,800 | 4.0K | Q2 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.09% | $90M | 435.0K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.09% | $609,410 | 2.9K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.09% | $4M | 19.5K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.09% | $682,978 | 3.8K | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.09% | $42M | 231.4K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.09% | $478,147 | 2.3K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.09% | $311,835 | 1.5K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 0.09% | $320,566 | 1.5K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 0.09% | $292,260 | 1.4K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.09% | $420,555 | 2.0K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.09% | $455,695 | 2.2K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.09% | $1M | 5.9K | Q2 2026 |
| Bath Savings Trust Co$965M AUM | 0.09% | $825,492 | 4.7K | Q2 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 0.08% | $1M | 6.4K | Q4 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.08% | $395,352 | 2.1K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.08% | $180,864 | 870 | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.08% | $318,770 | 1.5K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.08% | $2M | 10.8K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.08% | $779,058 | 3.7K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.08% | $1M | 5.2K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.08% | $269,913 | 1.4K | Q3 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.08% | $477,516 | 2.6K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 6.2K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.08% | $231,904 | 1.3K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $15M | 72.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.08% | $1.5B | 7.20M | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.08% | $297,513 | 1.6K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.08% | $440,056 | 2.5K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 0.08% | $534,072 | 2.9K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 13.3K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.08% | $572M | 2.75M | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.08% | $375,699 | 1.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.08% | $1M | 6.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.08% | $495M | 2.38M | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.08% | $457,566 | 2.2K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.08% | $6M | 29.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 4.9K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.08% | $16M | 87.7K | Q3 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.08% | $47M | 228.4K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.08% | $278,043 | 1.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.08% | $1M | 7.6K | Q4 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.08% | $1M | 7.6K | Q4 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.07% | $1M | 6.6K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.07% | $299,903 | 1.6K | Q4 2025OLDER |
| Probity Advisors, Inc.$631M AUM | 0.07% | $466,921 | 2.2K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.07% | $119,894 | 659 | Q4 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.07% | $204,394 | 983 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.07% | $7M | 35.4K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.07% | $435,265 | 2.3K | Q3 2025OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.07% | $7M | 31.9K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.07% | $730,702 | 3.9K | Q3 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.07% | $384,342 | 2.1K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $980,508 | 4.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $26M | 123.7K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.07% | $230,966 | 1.1K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.07% | $283,217 | 1.4K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.07% | $278,157 | 1.3K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.07% | $3M | 15.9K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.07% | $280,301 | 1.3K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.07% | $285,848 | 1.4K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.07% | $6M | 26.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.