SEC 13F Intelligence

INTUINTUIT

CUSIP 461202103 · Yahoo Finance ↗ · Google Finance ↗

Intuit (INTU) has 1,992 institutional holders in Filings Flow’s 13F database, together reporting 233.54M shares worth $98.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,992
Q1 2026
Reported Value
$98.0B
Ticker
INTU
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 839Q4 ’18Q1 ’19: 905Q2 ’19: 929Q2 ’19Q3 ’19: 947Q2 ’21: 1,309Q2 ’21Q4 ’21: 1,572Q4 ’22: 1,482Q4 ’22Q4 ’25: 2,214Q1 ’26: 1,992Q1 ’26Q2 ’26: 142filingsflow.com
Total reported value
Q4 ’18: $465.7BQ4 ’18Q1 ’19: $582.2BQ2 ’19: $523.3BQ2 ’19Q3 ’19: $501.3BQ2 ’21: $1.33TQ2 ’21Q4 ’21: $1.92TQ4 ’22: $39.2BQ4 ’22Q4 ’25: $149.6BQ1 ’26: $98.0BQ1 ’26Q2 ’26: $1.9Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FERNBRIDGE CAPITAL MANAGEMENT LP$1.6B AUM13.83%$216M499.1KQ1 2026OLDER
GCQ FUNDS MANAGEMENT PTY Ltd$753M AUM13.18%$99M229.5KQ1 2026OLDER
Lindsell Train Ltd$3.1B AUM10.11%$317M733.7KQ1 2026OLDER
ThornTree Capital Partners LP$564M AUM10.06%$57M131.2KQ1 2026OLDER
Quaker Capital Investments, LLC$409M AUM9.64%$39M91.2KQ1 2026OLDER
Battery Global Advisors, LLC$186M AUM9.51%$18M41.0KQ1 2026OLDER
Ramiah Investment Group$275M AUM7.42%$7M13.3KQ1 2026OLDER
XXEC, Inc.$571M AUM7.16%$41M69.7KQ1 2026OLDER
Ownership Capital B.V.$178M AUM6.94%$12M18.1KQ3 2025OLDER
ShawSpring Partners LLC$268M AUM6.61%$18M40.9KQ1 2026OLDER
Unisphere Establishment$11.9B AUM6.58%$783M1.81MQ1 2026OLDER
HILLMAN CO$257M AUM6.53%$21M31.0KQ3 2025OLDER
Doma Perpetual Capital Management LLC$372M AUM5.11%$19M44.0KQ1 2026OLDER
WILSEY ASSET MANAGEMENT INC$681M AUM4.80%$33M125.3KQ2 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM4.70%$17M38.5KQ1 2026OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM4.48%$205M475.0KQ1 2026OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM4.17%$7M15.1KQ1 2026OLDER
Venator Management LLC$416M AUM4.05%$17M38.9KQ1 2026OLDER
L1 Capital International Pty Ltd$1.7B AUM3.98%$67M154.4KQ1 2026OLDER
CAT ROCK CAPITAL MANAGEMENT LP$644M AUM3.88%$27M40.9KQ4 2025OLDER
Bristol Gate Capital Partners Inc.$1.6B AUM3.87%$60M138.9KQ1 2026OLDER
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$672M AUM3.79%$25M58.9KQ1 2026OLDER
Bey-Douglas LLC$115M AUM3.69%$4M9.8KQ1 2026OLDER
Raub Brock Capital Management LP$395M AUM3.59%$14M32.8KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM3.57%$356M1.01MQ1 2026OLDER
Bandera Partners LLC$221M AUM3.52%$8M18.0KQ1 2026OLDER
Suncoast Equity Management$833M AUM3.49%$29M67.2KQ1 2026OLDER
MILFORD FUNDS LTD$4.8B AUM3.45%$165M380.5KQ1 2026OLDER
Iyo Bank, Ltd.$281M AUM3.39%$11M16.0KQ4 2025OLDER
EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM3.37%$1.0B2.32MQ1 2026OLDER
Bowie Capital Management, LLC$2.7B AUM3.34%$90M209.3KQ1 2026OLDER
HFR Wealth Management, LLC$407M AUM3.32%$14M31.3KQ1 2026OLDER
EVEXIA WEALTH LLC$364M AUM3.29%$12M32.4KQ1 2026OLDER
EDGEWOOD MANAGEMENT LLC$15.5B AUM3.22%$499M1.15MQ1 2026OLDER
Accuvest Global Advisors$107M AUM3.20%$4M6.6KQ4 2025OLDER
GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM3.19%$356M824.0KQ1 2026OLDER
Fairbanks Capital Management, Inc.$160M AUM3.16%$5M11.7KQ1 2026OLDER
BAXTER BROS INC$810M AUM3.11%$25M58.3KQ1 2026OLDER
Navera Investment Management Ltd.$3.9B AUM3.10%$122M281.3KQ1 2026OLDER
Randolph Co Inc$1.0B AUM3.08%$32M46.5KQ3 2025OLDER
Saraza Management, LP$239M AUM3.03%$7M16.7KQ1 2026OLDER
WS MANAGEMENT LLLP$1.1B AUM2.98%$34M78.2KQ1 2026OLDER
Nutshell Asset Management Ltd$184M AUM2.98%$5M12.7KQ1 2026OLDER
Spear Holdings RSC Ltd$1.0B AUM2.96%$53M77.1KQ3 2025OLDER
DE BURLO GROUP INC$441M AUM2.96%$13M30.2KQ1 2026OLDER
Tandem Investment Advisors, Inc.$2.0B AUM2.94%$60M138.9KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM2.93%$65M150.8KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM2.91%$32M73.0KQ1 2026OLDER
KR Capital LP$499M AUM2.87%$14M33.1KQ1 2026OLDER
Local Pensions Partnership Investment Ltd$4.6B AUM2.80%$129M299.3KQ1 2026OLDER
Ravenswood Partners LP$271M AUM2.79%$8M17.5KQ1 2026OLDER
Jericho Capital Asset Management L.P.$6.8B AUM2.78%$267M391.0KQ3 2025OLDER
SCHOLTZ & COMPANY, LLC$195M AUM2.76%$6M9.6KQ4 2025OLDER
Cander Asset Management LP$557M AUM2.76%$15M35.5KQ1 2026OLDER
TRAN CAPITAL MANAGEMENT, L.P.$728M AUM2.65%$19M44.6KQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM2.59%$76M175.1KQ1 2026OLDER
Sustainable Growth Advisers, LP$10.6B AUM2.59%$275M635.8KQ1 2026OLDER
NS Partners Ltd$2.2B AUM2.56%$65M98.8KQ4 2025OLDER
Overbrook Management Corp$529M AUM2.52%$15M22.0KQ4 2025OLDER
Liberty Capital Management, Inc.$537M AUM2.52%$14M20.4KQ4 2025OLDER
Manchester Global Management (UK) Ltd$749M AUM2.46%$18M27.5KQ4 2025OLDER
Karani Asset Management LLC$122M AUM2.43%$3M6.9KQ1 2026OLDER
Valley Forge Capital Management, LP$3.4B AUM2.42%$82M189.1KQ1 2026OLDER
Fundsmith LLP$12.8B AUM2.42%$414M625.6KQ4 2025OLDER
DSM CAPITAL PARTNERS LLC$5.7B AUM2.36%$134M309.4KQ1 2026OLDER
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM2.35%$12M45.0KQ2 2026
Illumine Investment Management, LLC$130M AUM2.24%$3M4.6KQ4 2025OLDER
SOMA EQUITY PARTNERS LP$1.4B AUM2.24%$30M70.2KQ1 2026OLDER
Durable Capital Partners LP$9.7B AUM2.21%$299M437.3KQ3 2025OLDER
Katamaran Capital LLP$124M AUM2.18%$3M4.3KQ4 2025OLDER
Titan Investment Solutions Ltd$781M AUM2.18%$18M27.3KQ4 2025OLDER
Findlay Park Partners LLP$7.2B AUM2.15%$154M356.4KQ1 2026OLDER
FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM2.14%$117M176.4KQ4 2025OLDER
Chicago Capital, LLC$3.7B AUM2.13%$79M182.8KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM2.12%$33M50.2KQ4 2025OLDER
Ardmore Road Asset Management LP$1.5B AUM2.11%$32M74.1KQ1 2026OLDER
Baer Investment Advisory LLC$100M AUM2.10%$2M4.8KQ1 2026OLDER
TORRAY INVESTMENT PARTNERS LLC$682M AUM2.05%$14M21.6KQ4 2025OLDER
NAN FUNG TRINITY (HK) Ltd$911M AUM2.05%$26M39.1KQ4 2025OLDER
Anomaly Capital Management, LP$1.7B AUM2.04%$57M85.6KQ4 2025OLDER
Magellan Asset Management Ltd$7.7B AUM2.03%$157M362.4KQ1 2026OLDER
Guinness Atkinson Asset Management Inc$200M AUM2.02%$4M9.3KQ1 2026OLDER
CEERA INVESTMENTS, LLC$228M AUM1.99%$5M10.5KQ1 2026OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM1.96%$14M31.5KQ1 2026OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM1.94%$25M57.9KQ1 2026OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM1.94%$20M46.9KQ1 2026OLDER
Running Oak Capital LLC$741M AUM1.90%$14M32.5KQ1 2026OLDER
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM1.87%$4M9.5KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM1.87%$6M9.8KQ4 2025OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM1.85%$3M7.4KQ1 2026OLDER
Aurora Investment Counsel$180M AUM1.83%$3M7.6KQ1 2026OLDER
CIM, LLC$692M AUM1.83%$13M29.2KQ1 2026OLDER
Atreides Management, LP$5.0B AUM1.80%$92M135.2KQ3 2025OLDER
Boit C F David$225M AUM1.75%$4M9.1KQ1 2026OLDER
Alley Investment Management Company, LLC$821M AUM1.74%$14M33.1KQ1 2026OLDER
YCG, LLC$1.1B AUM1.73%$19M44.1KQ1 2026OLDER
Saber Capital Managment, LLC$135M AUM1.72%$2M5.4KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM1.71%$6M12.9KQ1 2026OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM1.71%$74M171.0KQ1 2026OLDER
Sather Financial Group Inc$1.6B AUM1.70%$28M64.0KQ1 2026OLDER
Meridiem Capital Partners LP$1.5B AUM1.69%$26M60.1KQ1 2026OLDER
Quilter Plc$5.7B AUM1.67%$95M220.4KQ1 2026OLDER
Exane Asset Management$489M AUM1.67%$8M16.4KQ1 2026OLDER
Dundas Partners LLP$1.3B AUM1.66%$21M48.1KQ1 2026OLDER
Evelyn Partners Asset Management Ltd$406M AUM1.63%$7M15.3KQ1 2026OLDER
Robinson Value Management, Ltd.$180M AUM1.62%$3M6.7KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM1.62%$4M9.8KQ1 2026OLDER
DC Investments Management, LLC$261M AUM1.62%$4M9.8KQ1 2026OLDER
NatWest Group plc$462M AUM1.61%$7M10.4KQ4 2025OLDER
Talbot Financial, LLC$1.2B AUM1.58%$19M43.6KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM1.58%$4M9.7KQ1 2026OLDER
Martin Capital Advisors, LLP$158M AUM1.57%$2M5.8KQ1 2026OLDER
Evergreen Private Wealth LLC$247M AUM1.56%$4M8.9KQ1 2026OLDER
Greater Midwest Financial Group, LLC$186M AUM1.52%$3M6.6KQ1 2026OLDER
Asset Advisors Investment Management, LLC$1.0B AUM1.52%$16M36.9KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM1.50%$122M282.6KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM1.50%$29M66.6KQ1 2026OLDER
Buck Wealth Strategies, LLC$810M AUM1.49%$12M27.9KQ1 2026OLDER
Cohen Investment Advisors LLC$210M AUM1.49%$3M7.2KQ1 2026OLDER
MCDANIEL TERRY & CO$1.2B AUM1.48%$17M40.4KQ1 2026OLDER
Vanderbilt University$526M AUM1.48%$9M13.1KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM1.46%$9M21.0KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM1.45%$12M27.2KQ1 2026OLDER
Westview Management dba Westview Investment Advisors$192M AUM1.44%$3M6.4KQ1 2026OLDER
Fulcrum Capital LLC$461M AUM1.44%$7M15.3KQ1 2026OLDER
NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM1.43%$22M51.1KQ1 2026OLDER
COATUE MANAGEMENT LLC$29.1B AUM1.41%$573M839.5KQ3 2025OLDER
Decatur Capital Management, Inc.$219M AUM1.40%$3M5.2KQ4 2025OLDER
Stanley Capital Management, LLC$598M AUM1.39%$8M19.3KQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM1.38%$2M3.9KQ1 2026OLDER
Ninety One UK Ltd$44.7B AUM1.38%$618M2.37MQ2 2026
ITHAKA GROUP LLC$482M AUM1.37%$7M15.2KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM1.36%$333M488.1KQ3 2025OLDER
DB Fitzpatrick & Co, Inc$117M AUM1.33%$2M3.6KQ1 2026OLDER
Maytus Capital Management, LLC$562M AUM1.31%$7M17.0KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM1.30%$7M15.1KQ1 2026OLDER
Bath Savings Trust Co$965M AUM1.30%$13M48.1KQ2 2026
Sone Capital Management, LLC$1.2B AUM1.29%$15M35.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM1.28%$373M862.6KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM1.27%$5M12.1KQ1 2026OLDER
Element Squared LLC$177M AUM1.26%$2M3.5KQ4 2025OLDER
HEADINVEST, LLC$488M AUM1.26%$6M14.2KQ1 2026OLDER
Hyperion Asset Management Ltd$3.8B AUM1.24%$39M90.1KQ1 2026OLDER
American Money Management, LLC$632M AUM1.23%$8M18.0KQ1 2026OLDER
DUTCH ASSET Corp$149M AUM1.23%$2M4.2KQ1 2026OLDER
Pacific Point Advisors, LLC$190M AUM1.23%$2M5.4KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM1.23%$29M68.0KQ1 2026OLDER
WESTBOURNE INVESTMENTS, INC.$210M AUM1.23%$3M6.0KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM1.21%$29M43.2KQ4 2025OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.20%$10M23.2KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM1.19%$51M75.4KQ3 2025OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM1.19%$16M36.1KQ1 2026OLDER
Sierra Legacy Group$131M AUM1.18%$2M3.6KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM1.17%$300M540.1KQ2 2026
E. Ohman J:or Asset Management AB$3.8B AUM1.17%$44M102.7KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM1.17%$457M1.06MQ1 2026OLDER
Wilkinson Global Asset Management LLC$1.3B AUM1.17%$15M35.5KQ1 2026OLDER
MIDDLETON & CO INC/MA$877M AUM1.14%$10M23.1KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM1.14%$67M154.2KQ1 2026OLDER
DJE Kapital AG$4.5B AUM1.14%$51M120.4KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM1.14%$22M51.1KQ1 2026OLDER
First Long Island Investors, LLC$1.2B AUM1.12%$14M31.9KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM1.11%$13M19.1KQ4 2025OLDER
Act Two Investors LLC$453M AUM1.11%$5M11.7KQ1 2026OLDER
Marex Group Ltd$15.8B AUM1.11%$176M406.3KQ1 2026OLDER
Promethos Capital, LLC$372M AUM1.11%$4M9.5KQ1 2026OLDER
Rench Wealth Management, Inc.$332M AUM1.10%$4M8.5KQ1 2026OLDER
Winslow Capital Management, LLC$25.6B AUM1.10%$282M651.6KQ1 2026OLDER
SHUTTLEWORTH & Co$111M AUM1.10%$1M1.8KQ4 2025OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM1.10%$6M9.3KQ3 2025OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM1.09%$3M4.7KQ4 2025OLDER
Dorsey Wright & Associates$807M AUM1.07%$5M7.0KQ3 2025OLDER
Harbour Capital Advisors, LLC$525M AUM1.07%$5M8.4KQ4 2025OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM1.05%$13M30.0KQ1 2026OLDER
DAVIS R M INC$5.6B AUM1.05%$59M136.9KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM1.04%$1.3B3.06MQ1 2026OLDER
Two Point Capital Management, Inc.$229M AUM1.03%$2M5.5KQ1 2026OLDER
Evelyn Partners Investment Management Services Ltd$850M AUM1.02%$9M20.0KQ1 2026OLDER
William Allan Corp$169M AUM1.01%$2M4.0KQ1 2026OLDER
Promus Capital, LLC$157M AUM1.01%$2M2.3KQ3 2025OLDER
Crescent Sterling, Ltd.$112M AUM1.00%$1M2.4KQ1 2026OLDER
OUTFITTERS FINANCIAL LLC$129M AUM1.00%$1M3.0KQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM0.99%$1M2.3KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.99%$23M53.0KQ1 2026OLDER
Keeler Thomas Management LLC$236M AUM0.98%$2M5.3KQ1 2026OLDER
DEARBORN PARTNERS LLC$1.8B AUM0.98%$18M41.7KQ1 2026OLDER
STRATEGIC PLANNING GROUP, LLC$715M AUM0.97%$7M16.0KQ1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM0.96%$2M4.0KQ1 2026OLDER
Ted Buchan & Co$275M AUM0.94%$3M6.0KQ1 2026OLDER
HARVEY CAPITAL MANAGEMENT INC$439M AUM0.94%$4M9.5KQ1 2026OLDER
Elk River Wealth Management LLC$602M AUM0.93%$6M13.0KQ1 2026OLDER
M&G Plc$19.4B AUM0.93%$180M415.9KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.93%$7M16.6KQ1 2026OLDER
Troy Asset Management Ltd$3.4B AUM0.92%$31M71.6KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.92%$14M32.7KQ1 2026OLDER
MERIDIAN MANAGEMENT CO$402M AUM0.92%$4M8.6KQ1 2026OLDER
LYELL WEALTH MANAGEMENT, LP$1.4B AUM0.92%$12M28.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.91%$1.7B3.90MQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.91%$15M22.8KQ1 2026OLDER
MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM0.91%$9M21.0KQ1 2026OLDER
Berkeley, Inc$298M AUM0.90%$3M6.2KQ1 2026OLDER
MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM0.90%$16M60.0KQ2 2026
Providence Capital Advisors, LLC$613M AUM0.90%$5M12.7KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.90%$29M68.1KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.89%$3M6.8KQ1 2026OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.89%$2M4.0KQ1 2026OLDER
Weil Company, Inc.$445M AUM0.89%$4M9.2KQ1 2026OLDER
AXS Investments LLC$290M AUM0.89%$3M3.9KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM0.89%$3M4.1KQ3 2025OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM0.88%$46M105.4KQ1 2026OLDER
JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM0.88%$45M103.5KQ1 2026OLDER
Andrew Hill Investment Advisors, Inc.$112M AUM0.88%$988,4212.3KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.88%$6M13.7KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM0.88%$3M7.4KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM0.87%$20M45.8KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.85%$2M5.5KQ1 2026OLDER
WestEnd Advisors, LLC$4.1B AUM0.85%$35M81.3KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.84%$25M56.8KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.83%$13M18.6KQ3 2025OLDER
Marietta Wealth Management, LLC$841M AUM0.83%$7M16.2KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.83%$2M5.1KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.82%$13M29.1KQ1 2026OLDER
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM0.81%$1M2.5KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.81%$88M203.7KQ1 2026OLDER
M. Kulyk & Associates, LLC$536M AUM0.81%$4M10.0KQ1 2026OLDER
Meiji Yasuda America Inc$404M AUM0.80%$3M7.5KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.80%$486M1.12MQ1 2026OLDER
Milestones Private Investment Advisors LLC$114M AUM0.80%$1M1.8KQ4 2025OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.78%$1M3.3KQ1 2026OLDER
OPAL CAPITAL LLC$565M AUM0.78%$4M10.2KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.78%$24M67.5KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.78%$18M41.7KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.78%$20M75.8KQ2 2026
DARA CAPITAL US, INC.$105M AUM0.78%$818,0621.9KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.77%$12M26.9KQ1 2026OLDER
DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM0.77%$38M87.1KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.77%$4M9.8KQ1 2026OLDER
Elevate Capital Advisors, LLC$155M AUM0.76%$1M1.7KQ4 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.76%$231M533.7KQ1 2026OLDER
Harrington Investments, INC$190M AUM0.76%$1M3.4KQ1 2026OLDER
STF Management LP$107M AUM0.76%$810,8021.2KQ4 2025OLDER
Watchman Group, Inc.$413M AUM0.76%$3M7.2KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.75%$18M27.2KQ4 2025OLDER
Generali Investments, Management Co LLC$430M AUM0.75%$3M7.5KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.75%$6M12.7KQ1 2026OLDER
Freedom Day Solutions, LLC$373M AUM0.74%$3M4.1KQ4 2025OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.74%$2M4.7KQ1 2026OLDER
Private Advisory Group LLC$1.5B AUM0.74%$11M26.1KQ1 2026OLDER
Long Road Investment Counsel, LLC$255M AUM0.74%$2M4.4KQ1 2026OLDER
MOTCO$1.1B AUM0.74%$8M18.5KQ1 2026OLDER
SCRATCH CAPITAL LLC$175M AUM0.74%$1M3.0KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.73%$33M50.3KQ4 2025OLDER
Compass Wealth Management LLC$405M AUM0.73%$3M4.8KQ3 2025OLDER
Napean Trading & Investment Co (Singapore) PTE Ltd$233M AUM0.73%$4M5.6KQ4 2025OLDER
Dash Acquisitions Inc.$480M AUM0.71%$3M8.4KQ1 2026OLDER
Copos Capital S.a r.l.$143M AUM0.70%$1M1.5KQ4 2025OLDER
LGT Group Foundation$8.2B AUM0.70%$64M95.9KQ4 2025OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.70%$1M2.8KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.70%$1M3.1KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.70%$149M344.7KQ1 2026OLDER
Ahara Advisors LLC$120M AUM0.68%$814,6041.9KQ1 2026OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.68%$3M6.9KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.68%$7M16.5KQ1 2026OLDER
Advocacy Wealth Management, LLC$2.3B AUM0.68%$15M35.5KQ1 2026OLDER
Tejara Capital Ltd$303M AUM0.67%$2M4.7KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.67%$4M6.3KQ4 2025OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.67%$9M21.6KQ1 2026OLDER
Adelphi Trust Co$151M AUM0.67%$820,6581.9KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.66%$10M22.1KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM0.66%$6M14.7KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.66%$315M476.3KQ4 2025OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.66%$9M20.2KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.65%$51M125.6KQ1 2026OLDER
Ironwood Investment Counsel, LLC$694M AUM0.65%$5M10.5KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.65%$4M9.5KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.64%$1M3.1KQ1 2026OLDER
BAM Wealth Management, LLC$134M AUM0.64%$851,8452.0KQ1 2026OLDER
Roberts Wealth Advisors, LLC$394M AUM0.64%$3M5.8KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.63%$10M22.1KQ1 2026OLDER
FIL Ltd$128.7B AUM0.62%$801M1.85MQ1 2026OLDER
BARLOW WEALTH PARTNERS, LLC$900M AUM0.62%$6M14.2KQ1 2026OLDER
BYRNE FINANCIAL FREEDOM, LLC$209M AUM0.61%$1M2.0KQ4 2025OLDER
Kennon-Green & Company, LLC$122M AUM0.61%$741,9641.7KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.60%$10M23.8KQ1 2026OLDER
SWS Partners$405M AUM0.60%$2M3.8KQ4 2025OLDER
CAPITAL & PLANNING, LLC$165M AUM0.60%$992,8892.3KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.60%$3M8.0KQ1 2026OLDER
Generate Investment Management Ltd$2.0B AUM0.59%$12M27.8KQ1 2026OLDER
Trinity Street Asset Management LLP$1.9B AUM0.59%$11M44.0KQ2 2026
Barden Capital Management, Inc.$117M AUM0.59%$686,1871.6KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.59%$1M2.7KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.58%$6M10.2KQ4 2025OLDER
BTC Capital Management, Inc.$1.5B AUM0.58%$9M19.8KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.57%$4M6.3KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.57%$544M1.26MQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.57%$5M11.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.57%$29M109.4KQ2 2026
Kinetic Partners Management, LP$1.8B AUM0.56%$12M17.6KQ4 2025OLDER
Silphium Asset Management Ltd$264M AUM0.56%$1M2.0KQ4 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.56%$1M3.2KQ1 2026OLDER
Legal Advantage Investments, Inc.$194M AUM0.56%$1M2.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.56%$326M753.1KQ1 2026OLDER
Positano Wealth Management Ltd$135M AUM0.55%$747,5851.7KQ2 2026
CONWAY CAPITAL MANAGEMENT, INC.$214M AUM0.55%$1M2.7KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.55%$8M17.6KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.55%$9M12.9KQ4 2025OLDER
Alecta Tjanstepension Omsesidigt$20.5B AUM0.54%$110M255.2KQ1 2026OLDER
Schear Investment Advisers, LLC$227M AUM0.54%$1M1.8KQ3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.53%$23M53.2KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.53%$31M71.1KQ1 2026OLDER
Altrafin AG$290M AUM0.53%$2M3.6KQ1 2026OLDER
Benchstone Capital Management LP$860M AUM0.53%$5M10.5KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.53%$71M103.9KQ3 2025OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.52%$1M1.7KQ4 2025OLDER
Cornerstone Advisors, LLC$2.7B AUM0.52%$14M32.8KQ1 2026OLDER
Fluent Financial, LLC$280M AUM0.52%$1M5.6KQ2 2026
Waycross Investment Management Co$105M AUM0.52%$540,4751.3KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.51%$303M457.6KQ4 2025OLDER
Alpha Family Trust$206M AUM0.51%$1M2.4KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.51%$8M17.5KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.51%$22M50.8KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.51%$126M190.4KQ4 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.51%$187M274.5KQ3 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.51%$2M2.8KQ4 2025OLDER
Trajan Wealth LLC$2.5B AUM0.50%$12M28.9KQ1 2026OLDER
ROI Financial Advisors, LLC$167M AUM0.50%$842,8761.9KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.50%$8M19.3KQ1 2026OLDER
ADAPT Investment Managers SA$7.6B AUM0.50%$68M103.0KQ4 2025OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.50%$6M14.8KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.50%$94M221.1KQ1 2026OLDER
Papamarkou Wellner Asset Management inc.$164M AUM0.50%$816,7661.9KQ1 2026OLDER
VestGen Investment Management$181M AUM0.50%$829,7481.2KQ3 2025OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.50%$5M11.9KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.50%$90M132.5KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.49%$5M11.9KQ1 2026OLDER
Callahan Advisors, LLC$1.2B AUM0.49%$6M13.7KQ1 2026OLDER
Kensington Investment Counsel, LLC$208M AUM0.49%$1M1.8KQ4 2025OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.49%$7M17.1KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.49%$1M2.0KQ3 2025OLDER
SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM0.49%$24M55.6KQ1 2026OLDER
Worthington Financial Partners, LLC$116M AUM0.48%$563,4381.3KQ1 2026OLDER
Mizuho Markets Cayman LP$1.9B AUM0.48%$9M20.8KQ1 2026OLDER
Insight Wealth Strategies, LLC$896M AUM0.48%$4M6.4KQ4 2025OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.48%$11M26.3KQ1 2026OLDER
Tribridge Partners Financial LLC$242M AUM0.48%$1M2.7KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.48%$16M36.3KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM0.48%$9M21.3KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.48%$569,019859Q4 2025OLDER
Hardworking Capital Advisors, LLC$107M AUM0.48%$508,5101.2KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.47%$64M148.5KQ1 2026OLDER
VIKING GLOBAL INVESTORS LP$35.7B AUM0.47%$180M264.1KQ3 2025OLDER
Demars Financial Group, LLC$304M AUM0.47%$1M3.3KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.47%$32M75.1KQ1 2026OLDER
Barbara Oil Co.$259M AUM0.47%$1M1.9KQ4 2025OLDER
Grant Private Wealth Management Inc$237M AUM0.47%$1M4.2KQ2 2026
WT Wealth Management$336M AUM0.46%$2M2.4KQ4 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.46%$4M9.0KQ1 2026OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.46%$8M18.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.46%$64M148.4KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.46%$17M39.6KQ1 2026OLDER
Crew Capital Management, Ltd$151M AUM0.46%$690,3561.6KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.46%$780,7441.2KQ4 2025OLDER
Chris Bulman Inc$228M AUM0.46%$1M1.6KQ4 2025OLDER
Knollwood Investment Advisory, LLC$992M AUM0.45%$4M10.4KQ1 2026OLDER
Governors Lane LP$1.6B AUM0.45%$6M8.6KQ3 2025OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.45%$40M92.2KQ1 2026OLDER
Monte Financial Group, LLC$282M AUM0.45%$1M2.9KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.44%$16M37.8KQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.44%$2M2.5KQ1 2026OLDER
ARGUS INVESTORS' COUNSEL, INC.$112M AUM0.44%$553,586811Q3 2025OLDER
Game Creek Capital, LP$301M AUM0.44%$1M2.0KQ4 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.44%$5M10.7KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.44%$10M23.5KQ1 2026OLDER
One River Asset Management, LLC$273M AUM0.44%$1M2.8KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM0.43%$2M4.5KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.43%$502,8581.2KQ1 2026OLDER
Owl Creek Asset Management, L.P.$1.4B AUM0.43%$6M13.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.43%$50M116.2KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.43%$480,855726Q4 2025OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.42%$7M17.0KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM0.42%$2M3.8KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.42%$29M68.4KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.42%$12M18.6KQ4 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.42%$83M190.8KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.42%$19M43.9KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.41%$25M57.4KQ1 2026OLDER
Ducere Wealth Management LLC$259M AUM0.41%$1M1.6KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM0.41%$3M5.9KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.41%$65M95.3KQ3 2025OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.41%$4M6.3KQ4 2025OLDER
Eagle Wealth Advisors LLC$108M AUM0.41%$445,3511.0KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.41%$5M12.5KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.41%$8M18.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.40%$848M1.96MQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.40%$27M61.8KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.40%$24M56.6KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.40%$50M115.4KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.40%$2M4.2KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.40%$2M3.2KQ4 2025OLDER
Elevated Capital Advisors, LLC$397M AUM0.40%$2M3.7KQ1 2026OLDER
Apriem Advisors$1.0B AUM0.40%$4M9.7KQ1 2026OLDER
MIG Capital, LLC$589M AUM0.40%$3M4.0KQ3 2025OLDER
CASCADE INVESTMENT GROUP, INC.$152M AUM0.40%$606,8261.4KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.40%$38M87.6KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.40%$4M8.7KQ1 2026OLDER
Colter Lewis Investment Partners LLC$106M AUM0.40%$343,134518Q4 2025OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.40%$11M25.5KQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.39%$1M3.5KQ1 2026OLDER
HOWARD HUGHES MEDICAL INSTITUTE$416M AUM0.39%$2M3.8KQ1 2026OLDER
Aljian Capital Management, LLC$487M AUM0.39%$2M4.4KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.39%$3M7.3KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM0.38%$3M7.7KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM0.38%$590,1991.4KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.38%$2M5.4KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.38%$12M27.4KQ1 2026OLDER
Concord Asset Management, LLC/VA$592M AUM0.38%$2M5.2KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.38%$7M15.6KQ1 2026OLDER
Van Diest Capital, LLC$127M AUM0.38%$478,1861.1KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.38%$4M10.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.38%$218M503.8KQ1 2026OLDER
Credit Capital Investments LLC$110M AUM0.37%$397,452600Q4 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.37%$2M4.8KQ1 2026OLDER
Prota Financial, LLC$152M AUM0.37%$557,3962.1KQ2 2026
Stiles Financial Services Inc$327M AUM0.37%$1M2.8KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.36%$654,471988Q4 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.36%$463M1.07MQ1 2026OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.36%$4M10.0KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.36%$955,4862.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.36%$5.6B13.10MQ1 2026OLDER
Dockside LLC$397M AUM0.36%$1M2.1KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.36%$2M2.5KQ4 2025OLDER
Everest Management Corp.$197M AUM0.36%$708,6711.6KQ1 2026OLDER
HighVista Strategies LLC$362M AUM0.36%$1M3.0KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM0.36%$15M22.0KQ3 2025OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.36%$171M394.4KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.36%$874,2722.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.36%$10M23.5KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.35%$3M7.9KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.35%$3M6.7KQ1 2026OLDER
Expressive Wealth LLC$105M AUM0.35%$368,381948Q1 2026OLDER
Thematics Asset Management$2.2B AUM0.35%$8M11.3KQ3 2025OLDER
Copeland Capital Management, LLC$4.5B AUM0.35%$16M36.5KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.35%$2M4.9KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.35%$50M75.8KQ4 2025OLDER
Onex Canada Asset Management Inc.$601M AUM0.35%$2M4.8KQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.35%$13M51.4KQ2 2026
Darwin Wealth Management, LLC$321M AUM0.35%$1M2.6KQ1 2026OLDER
ABSHER WEALTH MANAGEMENT, LLC$853M AUM0.34%$3M6.8KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.34%$10M22.9KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.34%$29M44.1KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.34%$9M21.2KQ1 2026OLDER
Waterway Wealth Management, LLC$452M AUM0.34%$1M2.1KQ3 2025OLDER
Family Legacy, Inc.$333M AUM0.34%$1M2.6KQ1 2026OLDER
Allen Capital Group, LLC$1.1B AUM0.34%$4M8.7KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.34%$34M77.9KQ1 2026OLDER
Harfst & Associates, Inc.$560M AUM0.33%$2M4.3KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.33%$61M141.6KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.33%$520M1.20MQ1 2026OLDER
Hara Capital LLC$200M AUM0.33%$661,5411.5KQ1 2026OLDER
TCV Trust & Wealth Management, Inc.$1.2B AUM0.33%$4M9.1KQ1 2026OLDER
Birch Hill Investment Advisors LLC$2.2B AUM0.33%$7M17.0KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.33%$39M90.1KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.33%$376M870.4KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.33%$693,5381.6KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.33%$61M140.0KQ1 2026OLDER
Ironwood Financial, llc$573M AUM0.33%$2M4.3KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.33%$4M6.2KQ4 2025OLDER
Cohen Capital Management, Inc.$735M AUM0.33%$2M9.2KQ2 2026
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.33%$7M15.5KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.32%$36M53.9KQ2 2026
BAILARD, INC.$4.4B AUM0.32%$14M32.6KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.32%$803,3051.9KQ1 2026OLDER
Insight Holdings Group, LLC$1.4B AUM0.32%$5M7.6KQ3 2025OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.32%$13M19.6KQ3 2025OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.32%$5M11.0KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.32%$21M49.0KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.32%$7M15.3KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.32%$2M3.4KQ4 2025OLDER
Clean Yield Group$355M AUM0.32%$1M2.6KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.32%$3M12.1KQ2 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC$3.5B AUM0.32%$11M25.4KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.32%$5M11.9KQ1 2026OLDER
111 Capital$406M AUM0.32%$1M3.0KQ1 2026OLDER
Railway Pension Investments Ltd$7.0B AUM0.32%$22M51.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.32%$15M33.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.32%$13M29.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.31%$64M146.5KQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.31%$865,1922.0KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.31%$61M140.7KQ1 2026OLDER
Coign Capital Advisors LLC$190M AUM0.31%$591,0631.4KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.31%$109M253.0KQ1 2026OLDER
Foundry Financial LLC$236M AUM0.31%$588,282888Q4 2025OLDER
Azimuth Capital Investment Management LLC$2.7B AUM0.31%$8M18.9KQ1 2026OLDER
Bank of Marin$137M AUM0.31%$421,138974Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.31%$264M611.1KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM0.30%$6M12.9KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.30%$5M12.3KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.30%$2M5.4KQ1 2026OLDER
United Bank$301M AUM0.30%$910,1602.1KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.30%$21M48.5KQ1 2026OLDER

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