SEC 13F Intelligence

ITWILLINOIS TOOL WKS INC

CUSIP 452308109 · Yahoo Finance ↗ · Google Finance ↗

Illinois Tool Wks Inc (ITW) has 1,925 institutional holders in Filings Flow’s 13F database, together reporting 5.92M shares worth $1.5B as of Q2 2026. The largest reported holders are Briar Hall Management LLC, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
1,925
Q2 2026
Reported Value
$61.6B
Ticker
ITW
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,119Q4 ’18Q1 ’19: 1,153Q2 ’19: 1,158Q2 ’19Q3 ’19: 1,145Q2 ’21: 1,450Q2 ’21Q4 ’21: 1,498Q4 ’22: 1,520Q4 ’22Q4 ’25: 1,858Q1 ’26: 1,925Q1 ’26Q2 ’26: 123filingsflow.com
Total reported value
Q4 ’18: $168.7BQ4 ’18Q1 ’19: $209.9BQ2 ’19: $244.3BQ2 ’19Q3 ’19: $255.7BQ2 ’21: $496.9BQ2 ’21Q4 ’21: $522.8BQ4 ’22: $25.3BQ4 ’22Q4 ’25: $58.8BQ1 ’26: $61.6BQ1 ’26Q2 ’26: $1.5Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Briar Hall Management LLC$6.7B AUM100.00%$6.7B25.84MQ1 2026OLDER
Regents Gate Capital LLP$469M AUM5.18%$24M93.4KQ1 2026OLDER
COERENTE CAPITAL MANAGEMENT$537M AUM5.10%$27M105.2KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM4.31%$5.5B21.03MQ1 2026OLDER
MCDANIEL TERRY & CO$1.2B AUM4.09%$48M185.0KQ1 2026OLDER
Long Road Investment Counsel, LLC$255M AUM3.94%$10M38.6KQ1 2026OLDER
Borer Denton & Associates, Inc.$280M AUM3.69%$10M39.7KQ1 2026OLDER
Eliot Finkel Investment Counsel, LLC$184M AUM3.67%$7M25.9KQ1 2026OLDER
Windle Wealth, LLC$237M AUM3.48%$8M31.6KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM3.41%$198M763.1KQ1 2026OLDER
COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM3.23%$54M205.6KQ1 2026OLDER
M. Kraus & Co$343M AUM2.84%$10M37.4KQ1 2026OLDER
Chronos Wealth Management, LLC$207M AUM2.66%$5M21.1KQ1 2026OLDER
DLK Investment Management, LLC$253M AUM2.60%$7M25.2KQ1 2026OLDER
Dupree Financial Group, LLC$248M AUM2.47%$7M24.9KQ3 2025OLDER
GRANDFIELD & DODD, LLC$1.8B AUM2.40%$42M163.2KQ1 2026OLDER
Ramsay, Stattman, Vela & Price, Inc.$506M AUM2.31%$12M45.0KQ1 2026OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM2.26%$101M389.5KQ1 2026OLDER
BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM2.20%$5M18.7KQ1 2026OLDER
HAMEL ASSOCIATES, INC.$351M AUM2.18%$8M29.3KQ1 2026OLDER
Tradewinds, LLC.$310M AUM2.11%$7M25.6KQ1 2026OLDER
THOMAS STORY & SON LLC$261M AUM2.10%$5M21.1KQ1 2026OLDER
Shelter Mutual Insurance Co$450M AUM2.07%$9M35.8KQ1 2026OLDER
Integras Partners LLC$152M AUM2.02%$3M11.8KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM1.95%$6M23.9KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM1.92%$4M13.7KQ1 2026OLDER
SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM1.88%$35M133.0KQ1 2026OLDER
PIONEER TRUST BANK N A/OR$412M AUM1.84%$8M29.2KQ1 2026OLDER
Bank & Trust Co$148M AUM1.78%$3M10.1KQ1 2026OLDER
TI-TRUST, INC$168M AUM1.66%$3M10.7KQ1 2026OLDER
Brick & Kyle, Associates$303M AUM1.65%$4,66018.9KQ4 2025OLDER
DEARBORN PARTNERS LLC$1.8B AUM1.62%$30M115.0KQ1 2026OLDER
Somerset Trust Co$354M AUM1.61%$6M21.1KQ2 2026
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM1.61%$23M87.8KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.60%$2M6.4KQ1 2026OLDER
Creegan & Nassoura Financial Group, LLC$154M AUM1.56%$2M9.7KQ4 2025OLDER
Planned Solutions, Inc.$306M AUM1.54%$5M18.1KQ1 2026OLDER
Harrington Investments, INC$190M AUM1.53%$3M11.2KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM1.52%$3M10.3KQ1 2026OLDER
Sky Investment Group LLC$583M AUM1.51%$9M33.8KQ1 2026OLDER
Barbara Oil Co.$259M AUM1.50%$4M15.0KQ1 2026OLDER
Argo Wealth Advisory, LLC$170M AUM1.50%$3M9.8KQ1 2026OLDER
Cardinal Capital Management$776M AUM1.47%$11M43.6KQ1 2026OLDER
Biondo Investment Advisors, LLC$780M AUM1.45%$11M43.4KQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM1.45%$7M24.4KQ2 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM1.42%$16M60.9KQ1 2026OLDER
Kerusso Capital Management LLC$200M AUM1.40%$3M10.7KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM1.37%$4M16.9KQ1 2026OLDER
Sage Capital Advisors,llc$482M AUM1.31%$6M21.7KQ1 2026OLDER
Capital Investment Services of America, Inc.$958M AUM1.28%$12M47.0KQ1 2026OLDER
McGuire Investment Group, LLC$885M AUM1.28%$11M43.5KQ1 2026OLDER
GUARDIAN INVESTMENT MANAGEMENT$127M AUM1.27%$2M6.2KQ1 2026OLDER
GREATMARK INVESTMENT PARTNERS, INC.$854M AUM1.26%$11M41.3KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM1.23%$2M9.5KQ1 2026OLDER
ANB BANK$247M AUM1.21%$3M11.5KQ1 2026OLDER
Henrickson Nauta Wealth Advisors, Inc.$410M AUM1.19%$5M18.0KQ2 2026
Birch Capital Management, LLC$191M AUM1.17%$2M8.6KQ1 2026OLDER
First Long Island Investors, LLC$1.2B AUM1.16%$14M55.0KQ1 2026OLDER
CONNING INC.$3.0B AUM1.14%$34M131.5KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM1.13%$8M31.9KQ3 2025OLDER
MEYER HANDELMAN CO$3.2B AUM1.12%$36M138.8KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM1.12%$66M252.1KQ1 2026OLDER
SATURNA CAPITAL CORP$7.1B AUM1.12%$80M306.2KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.11%$9M35.5KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM1.10%$3M10.9KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM1.07%$12M46.2KQ1 2026OLDER
Clark & Stuart, Inc$148M AUM1.07%$2M6.0KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM1.07%$2M7.0KQ1 2026OLDER
TICINO WEALTH$288M AUM1.06%$3M11.3KQ1 2026OLDER
Stonebrook Private Inc.$470M AUM1.05%$5M18.9KQ1 2026OLDER
Rockline Wealth Management, LLC$460M AUM1.03%$5M18.3KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM1.03%$3M10.3KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM1.03%$4M17.0KQ1 2026OLDER
Liberty Capital Management, Inc.$537M AUM1.02%$5M22.2KQ4 2025OLDER
Aull & Monroe Investment Management Corp$215M AUM1.01%$2M8.4KQ1 2026OLDER
InvesTrust$238M AUM1.01%$2M9.3KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM1.00%$1M5.8KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM1.00%$30M115.0KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM1.00%$24M91.8KQ1 2026OLDER
Davis Capital Management$148M AUM1.00%$1M5.6KQ1 2026OLDER
Faithward Advisors, LLC$701M AUM0.98%$7M83.8KQ1 2026OLDER
UNITED BANK$781M AUM0.98%$8M29.4KQ1 2026OLDER
Wilson & Boucher Capital Management, LLC$151M AUM0.97%$1M5.6KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM0.96%$11M39.7KQ2 2026
Applied Capital LLC/FL$212M AUM0.96%$2M7.8KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.95%$2M8.9KQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.94%$2M8.9KQ2 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.94%$5M21.1KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.94%$2M6.1KQ1 2026OLDER
Core Alternative Capital$339M AUM0.90%$3M11.8KQ1 2026OLDER
Thrive Capital Management, LLC$456M AUM0.90%$4M15.8KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM0.90%$2M9.6KQ1 2026OLDER
Massachusetts Wealth Management$231M AUM0.90%$2M7.9KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.90%$46M175.3KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.89%$2M7.4KQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.89%$3M12.4KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM0.89%$2M7.1KQ1 2026OLDER
Exeter Financial, LLC$245M AUM0.89%$2M8.3KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.86%$4M15.0KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.86%$6M23.5KQ1 2026OLDER
Financial Planning Hawaii, Inc.$170M AUM0.86%$1M5.6KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.85%$2M6.4KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.84%$6M24.7KQ1 2026OLDER
FIDUCIENT ADVISORS LLC$765M AUM0.83%$6M24.3KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.83%$7M27.4KQ1 2026OLDER
Arjuna Capital$393M AUM0.82%$3M12.4KQ1 2026OLDER
American Institute for Advanced Investment Management, LLP$154M AUM0.82%$1M4.8KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.82%$52M193.0KQ2 2026
Sciencast Management LP$785M AUM0.81%$6M24.3KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM0.80%$18M69.8KQ1 2026OLDER
LYNCH & ASSOCIATES/IN$533M AUM0.80%$4M16.3KQ1 2026OLDER
Hardworking Capital Advisors, LLC$107M AUM0.79%$846,1013.3KQ1 2026OLDER
BAHL & GAYNOR INC$19.8B AUM0.79%$157M603.1KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.78%$20M74.4KQ2 2026
BCS Private Wealth Management, Inc.$329M AUM0.77%$3M9.7KQ1 2026OLDER
Alecta Tjanstepension Omsesidigt$20.5B AUM0.77%$157M603.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.76%$13M51.1KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.75%$3M12.2KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM0.74%$8M30.2KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.74%$2M5.8KQ1 2026OLDER
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM0.74%$2M6.3KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.74%$1M4.4KQ1 2026OLDER
BDF-GESTION$747M AUM0.74%$6M4.1KQ2 2026
Murphy Pohlad Asset Management LLC$279M AUM0.73%$2M7.8KQ1 2026OLDER
PFW Advisors LLC$318M AUM0.73%$2M8.9KQ1 2026OLDER
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM0.73%$1M4.7KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.72%$6M24.5KQ1 2026OLDER
AIMZ Investment Advisors, LLC$324M AUM0.72%$2M8.9KQ1 2026OLDER
Carter Financial Group, INC.$162M AUM0.72%$1M4.5KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.72%$928,3283.6KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.71%$85M327.5KQ1 2026OLDER
Shoker Investment Counsel, Inc.$337M AUM0.71%$2M9.2KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.70%$16M61.9KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.69%$9M35.8KQ1 2026OLDER
BETO FINANCIAL GROUP, LLC$171M AUM0.69%$1M4.6KQ1 2026OLDER
Strong Tower Advisory Services$531M AUM0.69%$4M14.0KQ1 2026OLDER
Decatur Capital Management, Inc.$219M AUM0.68%$1M5.7KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.68%$84M321.4KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM0.67%$4M16.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.67%$13M49.4KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.67%$5M20.0KQ1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.66%$980,5133.8KQ1 2026OLDER
SHARIAPORTFOLIO, INC.$226M AUM0.66%$1M5.7KQ2 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.65%$4M15.0KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.65%$2M6.1KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.65%$902,1663.5KQ1 2026OLDER
Aurdan Capital Management, LLC$333M AUM0.65%$2M8.3KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.62%$49M194.2KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.62%$52M199.2KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.62%$4M16.2KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.62%$3M12.1KQ1 2026OLDER
Clean Yield Group$355M AUM0.62%$2M8.5KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.62%$25M95.6KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.61%$2M6.9KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM0.61%$7M27.6KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.61%$152M584.0KQ1 2026OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.60%$3M12.7KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.60%$2M9.4KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.60%$612,7232.4KQ1 2026OLDER
Latash Investments, LLC$129M AUM0.60%$766,5542.9KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.59%$5M19.9KQ1 2026OLDER
Cushing Capital Partners, LLC$130M AUM0.59%$763,3312.9KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.59%$3M11.8KQ1 2026OLDER
MOKAN Wealth Management Inc.$226M AUM0.59%$1M5.1KQ1 2026OLDER
Leisure Capital Management$286M AUM0.58%$2M6.4KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.58%$68M262.8KQ1 2026OLDER
Slow Capital, Inc.$770M AUM0.57%$4M16.8KQ1 2026OLDER
Midway Capital Research & Management$106M AUM0.57%$603,0922.3KQ1 2026OLDER
Signet Private Wealth LLC$105M AUM0.57%$593,4592.3KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.56%$40M163.3KQ4 2025OLDER
Kensington Investment Counsel, LLC$208M AUM0.56%$1M4.5KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.56%$627,2992.4KQ1 2026OLDER
Kenora Financial, LLC$286M AUM0.56%$2M6.1KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.55%$979,0434.0KQ4 2025OLDER
Wellington Shields Capital Management, LLC$666M AUM0.55%$4M14.1KQ1 2026OLDER
Nautilus Advisors LLC$146M AUM0.55%$799,3513.1KQ1 2026OLDER
FELL CAPITAL MANAGEMENT /ADV$105M AUM0.55%$573,9392.2KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.55%$3M9.9KQ2 2026
KOM Wealth Management Group, LLC$147M AUM0.55%$801,1003.1KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.54%$3M13.1KQ3 2025OLDER
Goldenstone Wealth Management LLC$137M AUM0.54%$741,8272.9KQ1 2026OLDER
BXM Wealth LLC$130M AUM0.53%$692,6322.7KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.53%$2M7.2KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.53%$35M134.5KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.52%$577,3232.2KQ1 2026OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.52%$1M4.0KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.52%$42M163.4KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.52%$863,6953.5KQ1 2026OLDER
Columbia Asset Management$525M AUM0.52%$3M10.4KQ1 2026OLDER
Taproot Management LP$530M AUM0.51%$3M10.4KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.51%$1M5.7KQ3 2025OLDER
Oak Asset Management, LLC$290M AUM0.51%$1M5.7KQ1 2026OLDER
WESTCO ADVISORY SERVICES INC /ADV$163M AUM0.51%$822,6423.3KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.50%$6M24.3KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.49%$1M4.1KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.48%$1M5.7KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.48%$7M25.5KQ1 2026OLDER
Brindle & Bay Financial Advisors, LLC$163M AUM0.48%$785,7853.0KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.48%$892,16522.6KQ4 2025OLDER
Hudson Portfolio Management LLC$119M AUM0.48%$565,8702.2KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.47%$936,0033.6KQ1 2026OLDER
Lummis Asset Management, LP$167M AUM0.47%$780,2143.0KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.46%$14M54.6KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.46%$7M25.4KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.45%$1M5.6KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.45%$4M17.0KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.45%$571,5552.1KQ2 2026
Community Bank, N.A.$840M AUM0.45%$4M14.5KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM0.45%$2M8.7KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.45%$6M22.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.44%$657,7532.5KQ1 2026OLDER
US Asset Management LLC$115M AUM0.44%$509,6482.0KQ2 2026
LifeSteps Financial, Inc.$158M AUM0.44%$691,9402.7KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.44%$663,8752.4KQ2 2026
Farrow Financial, Inc.$176M AUM0.43%$763,4312.9KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.43%$2M7.2KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.43%$5M18.5KQ1 2026OLDER
HOERTKORN RICHARD CHARLES$122M AUM0.43%$520,5802.0KQ1 2026OLDER
Heritage Trust Co$997M AUM0.43%$4M16.3KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.42%$22M82.8KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.42%$4M13.7KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.41%$12M50.6KQ4 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.41%$10M40.2KQ4 2025OLDER
Laraway Financial Advisors Inc$142M AUM0.41%$585,6532.3KQ1 2026OLDER
Dorato Capital Management$135M AUM0.41%$556,5392.1KQ1 2026OLDER
Aljian Capital Management, LLC$487M AUM0.41%$2M7.7KQ1 2026OLDER
Ponta Wealth Partners, LLC$124M AUM0.41%$509,3882.0KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.41%$2M9.2KQ1 2026OLDER
ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM0.41%$946,1013.6KQ3 2025OLDER
Curat Global, LLC$102M AUM0.40%$409,6961.6KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.40%$1M4.7KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.40%$49M188.4KQ1 2026OLDER
Valtrion Capital Management, LLC$106M AUM0.40%$425,4641.6KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.40%$1M3.9KQ3 2025OLDER
CMH Wealth Management LLC$655M AUM0.40%$3M9.6KQ2 2026
BENJAMIN EDWARDS INC$10.1B AUM0.40%$40M153.2KQ1 2026OLDER
Tudor Financial Inc.$196M AUM0.40%$775,1443.0KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.40%$2M8.9KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.39%$53M204.0KQ3 2025OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.39%$8M30.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.39%$2.9B11.20MQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.38%$14M53.4KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.38%$1M5.1KQ2 2026
SEAMOUNT FINANCIAL GROUP INC$222M AUM0.38%$848,0253.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.38%$12M47.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.38%$412M1.58MQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.38%$590,0802.3KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.38%$98M376.7KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.38%$1M4.3KQ1 2026OLDER
Covea Finance$2.9B AUM0.37%$11M46.0KQ4 2025OLDER
PRECEDENT WEALTH PARTNERS, LLC$500M AUM0.37%$2M7.1KQ1 2026OLDER
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM0.37%$1M5.0KQ1 2026OLDER
Parisi Gray Wealth Management$487M AUM0.37%$2M6.6KQ2 2026
Cornerstone Planning, LLC$443M AUM0.36%$2M6.2KQ1 2026OLDER
First American Bank$1.6B AUM0.36%$6M22.0KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.35%$5M19.8KQ1 2026OLDER
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM0.35%$10M36.9KQ1 2026OLDER
Directional Asset Management$109M AUM0.35%$382,6651.5KQ1 2026OLDER
Aries Wealth Management$455M AUM0.35%$2M6.1KQ1 2026OLDER
DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM0.35%$1M5.3KQ1 2026OLDER
Tandem Investment Partners LLC$118M AUM0.34%$404,7511.6KQ1 2026OLDER
Tyche Wealth Partners LLC$648M AUM0.34%$2M8.5KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.34%$415M1.63MQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.34%$933,6043.5KQ2 2026
Crestmont Private Wealth LLC$317M AUM0.34%$1M4.1KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM0.33%$2M7.5KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.33%$982M3.77MQ1 2026OLDER
Athena Investment Management$193M AUM0.33%$638,4912.5KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.33%$1M4.8KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.33%$68M261.2KQ3 2025OLDER
SMITH, MOORE & CO.$1.4B AUM0.33%$5M17.3KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.33%$66M255.2KQ1 2026OLDER
Schrum Private Wealth Management LLC$131M AUM0.32%$416,4661.6KQ1 2026OLDER
Northern Financial Advisors Inc$137M AUM0.32%$434,1611.7KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.31%$29M115.1KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.31%$11M42.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.31%$382M1.47MQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.31%$1M4.4KQ1 2026OLDER
Mendel Money Management$239M AUM0.31%$732,7162.8KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.31%$12M44.5KQ1 2026OLDER
Roof Eidam Maycock Peralta, LLC$436M AUM0.30%$1M4.8KQ3 2025OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.30%$20M76.4KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.30%$2M7.2KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.30%$26M98.6KQ1 2026OLDER
Exchange Bank$161M AUM0.30%$477,9201.8KQ2 2026
Rodgers Brothers Inc.$866M AUM0.30%$3M9.8KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.30%$1M4.8KQ1 2026OLDER
Scientech Research LLC$120M AUM0.29%$353,4741.4KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.29%$3M12.3KQ4 2025OLDER
Redmond Asset Management, LLC$366M AUM0.29%$1M4.1KQ1 2026OLDER
Hills Bank & Trust Co$2.1B AUM0.29%$6M23.0KQ1 2026OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.29%$6M22.7KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.29%$860M3.31MQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.29%$848,0253.3KQ1 2026OLDER
GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM0.29%$941,9903.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.29%$55M209.7KQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.29%$778,1993.0KQ1 2026OLDER
Bank of Marin$137M AUM0.28%$390,1741.5KQ1 2026OLDER
Railway Pension Investments Ltd$7.0B AUM0.28%$20M76.2KQ1 2026OLDER
Beacon Bank & Trust$518M AUM0.28%$1M5.4KQ2 2026
Convergence Investment Partners, LLC$611M AUM0.28%$1M4.8KQ3 2025OLDER
Curbstone Financial Management Corp$523M AUM0.28%$1M5.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.28%$198M760.3KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.28%$8M31.5KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.28%$5M18.6KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.28%$716,1682.8KQ1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.27%$718,8022.8KQ1 2026OLDER
Lynch Investment Planning, LLC$111M AUM0.27%$301,1751.1KQ1 2026OLDER
Atlas Brown,Inc.$372M AUM0.27%$1M3.7KQ2 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.27%$94M360.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.27%$172M659.8KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.27%$5M18.9KQ3 2025OLDER
Marble Wealth, LLC$571M AUM0.27%$2M5.9KQ1 2026OLDER
Sandy Cove Advisors, LLC$400M AUM0.27%$1M4.0KQ2 2026
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.27%$7M26.0KQ1 2026OLDER
Canopy Partners, LLC$291M AUM0.27%$776,9663.0KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.27%$2M8.7KQ1 2026OLDER
Hara Capital LLC$200M AUM0.27%$532,9672.0KQ1 2026OLDER
BANTAMAC CAPITAL, LLC$186M AUM0.27%$494,5511.9KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.26%$10M36.7KQ1 2026OLDER
NORTH DALLAS BANK & TRUST CO$148M AUM0.26%$389,9141.5KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.26%$913,1523.5KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.26%$913,1523.5KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.26%$101M386.6KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.26%$4M14.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.26%$176M675.6KQ1 2026OLDER
BHK Investment Advisors, LLC$299M AUM0.26%$776,1473.0KQ1 2026OLDER
COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM0.26%$365,9681.4KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.26%$486,4821.9KQ1 2026OLDER
Good Steward Wealth Advisors,LLC$156M AUM0.26%$398,5041.5KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.26%$4M14.6KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.25%$3M11.3KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.25%$519,9311.7KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.25%$15M58.0KQ1 2026OLDER
Lionshead Wealth Management, LLC$136M AUM0.25%$338,6371.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.25%$34M131.3KQ1 2026OLDER
New Republic Capital, LLC$297M AUM0.24%$726,5882.8KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.24%$537,0992.1KQ1 2026OLDER
EAGLE WEALTH STRATEGIES LLC$262M AUM0.24%$637,7682.4KQ2 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.24%$7M24.2KQ2 2026
Grey Ledge Advisors, LLC$443M AUM0.24%$1M4.1KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.24%$2M9.2KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM0.24%$399,0251.5KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.24%$544,5272.1KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.24%$51M197.8KQ1 2026OLDER
LCNB CORP$297M AUM0.24%$713,9752.7KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.24%$1M3.9KQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.24%$4M13.9KQ2 2026
Westwood Wealth Management$255M AUM0.24%$316,4961.3KQ4 2025OLDER
FIRST COMMUNITY TRUST NA$136M AUM0.24%$322,2391.2KQ1 2026OLDER
Braeburn Wealth Management LLC$175M AUM0.24%$415,1631.6KQ1 2026OLDER
Lake Hills Wealth Management, LLC$220M AUM0.24%$424,0121.6KQ1 2026OLDER
Montecito Bank & Trust$607M AUM0.24%$1M5.5KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.24%$2M8.4KQ1 2026OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.23%$508,8672.0KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.23%$707,2082.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.23%$1M5.2KQ1 2026OLDER
PUREfi Wealth, LLC$153M AUM0.23%$357,6381.4KQ1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.23%$335,3481.3KQ1 2026OLDER
New Hampshire Trust$496M AUM0.23%$1M4.5KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.23%$19M72.5KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.23%$146M559.7KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.23%$17M62.1KQ2 2026
Cascade Financial Partners, LLC$970M AUM0.23%$2M8.6KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.23%$2M7.1KQ1 2026OLDER
ACIMA PRIVATE WEALTH, LLC$344M AUM0.23%$793,5592.9KQ2 2026
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.23%$2M9.0KQ1 2026OLDER
Great Diamond Partners, LLC$520M AUM0.23%$1M4.9KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.23%$1.2B4.64MQ2 2026
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.23%$1M4.2KQ2 2026
Claris Financial LLC$183M AUM0.23%$412,6231.6KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.23%$745,6682.9KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.22%$592,0592.2KQ2 2026
HARTLINE INVESTMENT CORP/$909M AUM0.22%$2M7.8KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.22%$5M20.5KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.22%$40M155.5KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.22%$19M72.4KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.22%$10M38.0KQ3 2025OLDER
CULLINAN ASSOCIATES INC$1.2B AUM0.22%$3M10.5KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.22%$90M345.2KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.22%$1M5.2KQ1 2026OLDER
Essex Bank$452M AUM0.22%$995,5683.8KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM0.22%$714,4962.7KQ1 2026OLDER
ARGUS INVESTORS' COUNSEL, INC.$112M AUM0.22%$245,714944Q1 2026OLDER
OMC Financial Services LTD$258M AUM0.22%$559,6242.1KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.22%$3M13.4KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.22%$21M145.8KQ2 2026
Generali Investments, Management Co LLC$430M AUM0.21%$923,5093.5KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.21%$2M7.9KQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.21%$3M10.3KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.21%$929,2353.6KQ1 2026OLDER
LaFleur & Godfrey LLC$803M AUM0.21%$2M6.5KQ1 2026OLDER
Argyle Capital Management, LLC$308M AUM0.21%$648,1222.5KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.21%$2M8.5KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.21%$1M4.0KQ1 2026OLDER
Harbour Trust & Investment Management Co$943M AUM0.21%$2M7.6KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.21%$2M7.7KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.21%$420,0881.6KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.21%$889,6713.4KQ1 2026OLDER
626 Financial, LLC$224M AUM0.21%$466,1791.8KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.21%$31M125.7KQ4 2025OLDER
Madson Wealth Advisors Inc$120M AUM0.20%$246,234946Q1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.20%$257,947991Q1 2026OLDER
Carson Advisory Inc.$193M AUM0.20%$392,8271.5KQ1 2026OLDER
RKL Wealth Management LLC$1.1B AUM0.20%$2M8.6KQ1 2026OLDER
Bank OZK$283M AUM0.20%$568,7322.2KQ1 2026OLDER
STONE RUN CAPITAL, LLC$254M AUM0.20%$508,4821.9KQ3 2025OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.20%$2M8.1KQ1 2026OLDER
Cambridge Advisors Inc.$515M AUM0.20%$1M4.0KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.20%$721,9162.8KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.20%$2M7.9KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.19%$224,379911Q4 2025OLDER
PDT Partners, LLC$1.7B AUM0.19%$3M12.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.19%$15M58.5KQ1 2026OLDER
W ADVISORS, LLC$195M AUM0.19%$377,9411.5KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.19%$1.2B4.76MQ1 2026OLDER
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.19%$327,7051.3KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.19%$2M9.3KQ1 2026OLDER
Sunbeam Capital Management, LLC$175M AUM0.19%$332,9491.3KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.19%$606,4762.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.19%$12M46.6KQ1 2026OLDER
Carl P. Sherr & Co., LLC$213M AUM0.19%$403,9401.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.19%$350M1.34MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.19%$577,8632.3KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.19%$89M343.0KQ1 2026OLDER
SOMERVILLE KURT F$379M AUM0.19%$707,9892.7KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.19%$3M10.1KQ3 2025OLDER
&PARTNERS$20.2B AUM0.19%$38M144.3KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.19%$5M21.0KQ1 2026OLDER
Stonebridge Financial Group, LLC / MO$119M AUM0.18%$213,542867Q4 2025OLDER
Harbour Capital Advisors, LLC$525M AUM0.18%$961,5243.6KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.18%$915,1803.5KQ1 2026OLDER
Optas, LLC$661M AUM0.18%$1M4.6KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.18%$67M258.3KQ3 2025OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.18%$5M18.3KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.18%$634,2522.3KQ2 2026
EXCALIBUR MANAGEMENT CORP$278M AUM0.18%$501,7351.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.18%$15M58.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.18%$211,161857Q4 2025OLDER
Concord Asset Management, LLC/VA$592M AUM0.18%$1M4.1KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.18%$12M47.7KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.18%$281,1601.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.18%$4M14.8KQ1 2026OLDER
Brown Financial Advisors$264M AUM0.18%$467,4811.8KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.18%$2M6.4KQ1 2026OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.18%$227,754875Q1 2026OLDER
Paladin Advisory Group, LLC$131M AUM0.17%$229,576882Q1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.17%$1M3.9KQ3 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.17%$629,9382.4KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.17%$830,3253.2KQ1 2026OLDER
Hilltop National Bank$468M AUM0.17%$813,5743.0KQ2 2026
Richwood Investment Advisors, LLC$130M AUM0.17%$225,151865Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.17%$32M124.2KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.17%$1M5.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.17%$42M159.5KQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM0.17%$252,742971Q1 2026OLDER
Curi Capital, LLC$5.6B AUM0.17%$10M37.0KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.17%$3M13.2KQ1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM0.17%$311,6901.2KQ1 2026OLDER
SMITH SHELLNUT WILSON LLC /ADV$260M AUM0.17%$445,3781.7KQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.17%$73M279.6KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.17%$538,2212.1KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.17%$875,2443.3KQ3 2025OLDER
Coastline Trust Co$1.0B AUM0.17%$2M6.5KQ1 2026OLDER
Dempze Nancy E$182M AUM0.17%$307,1431.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.17%$65M250.5KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.17%$104M401.5KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.17%$14M54.5KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.17%$304,9191.2KQ4 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.16%$13M51.5KQ1 2026OLDER
Sippican Capital Advisors$146M AUM0.16%$240,768925Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.16%$771,1653.1KQ2 2026
COMMERCE BANK$20.7B AUM0.16%$34M130.3KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.16%$6M23.3KQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.16%$6M24.1KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.16%$2M7.2KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.16%$5M21.9KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.16%$14M52.1KQ1 2026OLDER
Newman Dignan & Sheerar, Inc.$475M AUM0.16%$767,3352.9KQ1 2026OLDER
Compton Wealth Advisory Group, LLC$449M AUM0.16%$724,5622.8KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.16%$8M29.7KQ1 2026OLDER
Churchill Financial Advisors, LLC$476M AUM0.16%$764,2112.9KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.16%$624,6962.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.16%$263M1.01MQ1 2026OLDER
Seelaus Asset Management LLC$139M AUM0.16%$218,904841Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.16%$2M6.2KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.16%$629,6422.4KQ1 2026OLDER
Providence Wealth Advisors, LLC$157M AUM0.16%$246,854946Q1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.16%$2M8.9KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.16%$47M180.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.16%$50M192.7KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.16%$1M5.5KQ1 2026OLDER
BNB Wealth Management, LLC$156M AUM0.16%$243,891937Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.16%$86M329.1KQ1 2026OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.15%$571,6192.2KQ1 2026OLDER
FLYWHEEL PRIVATE WEALTH LLC$176M AUM0.15%$269,6601.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.15%$663M2.55MQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.15%$4M14.8KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM0.15%$598,6672.3KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.15%$577,4852.2KQ1 2026OLDER

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