IWMISHARES TR
CUSIP 464287655 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWM) has 2,554 institutional holders in Filings Flow’s 13F database, together reporting 293.02M shares worth $69.4B as of Q1 2026. The largest reported holders are Jane Street Group, LLC, Susquehanna International Group, LLP, and Millennium Management LLC.
Institutional Holders
2,554
Q1 2026
Reported Value
$69.4B
Ticker
IWM
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TCM Advisors, LLC$1.4B AUM | 73.57% | $999M | 4.03M | Q1 2026 |
| Ripple Effect Asset Management LP$679M AUM | 51.16% | $347M | 1.40M | Q1 2026 |
| Creek Drive Management Group LLC$433M AUM | 45.19% | $198M | 800.0K | Q1 2026 |
| Bracebridge Capital, LLC$3.7B AUM | 41.48% | $1.5B | 62.4K | Q1 2026 |
| HIGHLAND PEAK CAPITAL, LLC$373M AUM | 33.23% | $124M | 500.0K | Q1 2026 |
| Simcoe Capital Management, LLC$576M AUM | 32.06% | $323M | 1.50M | Q2 2025OLDER |
| Deer Park Road Corp$591M AUM | 31.47% | $186M | 750.0K | Q1 2026 |
| Luxor Capital Group, LP$1.4B AUM | 29.92% | $429M | 1.73M | Q1 2026 |
| EVR Research LP$250M AUM | 29.76% | $74M | 3.0K | Q1 2026 |
| Tenzing Global Management, LLC$121M AUM | 29.46% | $49M | 200.0K | Q4 2025OLDER |
| Knighthead Capital Management, LLC$1.5B AUM | 24.48% | $372M | 1.50M | Q1 2026 |
| Tribune Investment Group LP$261M AUM | 23.75% | $62M | 250.0K | Q1 2026 |
| Philosophy Capital Management LLC$1.6B AUM | 23.57% | $384M | 15.5K | Q1 2026 |
| Repertoire Partners LP$143M AUM | 22.67% | $32M | 150.0K | Q2 2025OLDER |
| GRATIA CAPITAL, LLC$227M AUM | 21.83% | $50M | 200.0K | Q1 2026 |
| Wolf Hill Capital Management, LP$1.0B AUM | 21.65% | $223M | 900.0K | Q1 2026 |
| Irenic Capital Management LP$1.5B AUM | 21.10% | $324M | 1.31M | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 20.38% | $108M | 436.0K | Q1 2026 |
| AIGH Capital Management LLC$733M AUM | 20.29% | $149M | 600.0K | Q1 2026 |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 19.87% | $42M | 169.9K | Q4 2025OLDER |
| Finepoint Capital LP$2.0B AUM | 19.87% | $398M | 1.62M | Q4 2025OLDER |
| Alua Capital Management LP$1.1B AUM | 19.34% | $219M | 885.0K | Q1 2026 |
| Hidden Lake Asset Management LP$331M AUM | 19.11% | $63M | 255.0K | Q1 2026 |
| Nantahala Capital Management, LLC$2.7B AUM | 18.72% | $508M | 2.05M | Q1 2026 |
| Clearline Capital LP$1.9B AUM | 18.03% | $347M | 1.40M | Q1 2026 |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 17.51% | $228M | 920.7K | Q1 2026 |
| Bayberry Capital Partners LP$323M AUM | 17.28% | $73M | 300.0K | Q3 2025OLDER |
| Helix Partners Management LP$374M AUM | 16.76% | $50M | 202.5K | Q4 2025OLDER |
| 140 Summer Partners LP$1.6B AUM | 16.73% | $274M | 1.10M | Q1 2026 |
| LuminArx Capital Management LP$136M AUM | 15.48% | $21M | 85.0K | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 15.43% | $868M | 3.50M | Q1 2026 |
| Owl Creek Asset Management, L.P.$1.4B AUM | 15.05% | $208M | 839.0K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 15.00% | $8.1B | 32.59M | Q1 2026 |
| Oasis Management Co Ltd.$1.7B AUM | 14.45% | $248M | 1.00M | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 13.75% | $369M | 1.50M | Q4 2025OLDER |
| Rubric Capital Management LP$9.4B AUM | 13.53% | $1.3B | 5.15M | Q1 2026 |
| Valiant Capital Management, L.P.$1.7B AUM | 12.93% | $225M | 907.8K | Q1 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 12.79% | $99M | 4.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 12.78% | $921M | 3.71M | Q1 2026 |
| Empyrean Capital Partners, LP$3.1B AUM | 12.67% | $378M | 1.75M | Q2 2025OLDER |
| CastleKnight Management LP$6.0B AUM | 12.57% | $754M | 3.04M | Q1 2026 |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 12.57% | $27M | 112.0K | Q3 2025OLDER |
| Brewster Financial Planning LLC$165M AUM | 12.24% | $20M | 81.6K | Q1 2026 |
| Route One Investment Company, L.P.$2.3B AUM | 10.97% | $295M | 1.20M | Q4 2025OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 10.85% | $19M | 76.1K | Q1 2026 |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 10.72% | $38M | 155.0K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 10.66% | $175M | 704.8K | Q1 2026 |
| Paloma Partners Management Co$510M AUM | 10.57% | $54M | 217.3K | Q1 2026 |
| Broad Bay Capital Management, LP$1.2B AUM | 10.54% | $124M | 500.0K | Q1 2026 |
| Conversant Capital LLC$745M AUM | 10.42% | $65M | 300.0K | Q2 2025OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 10.30% | $12M | 48.1K | Q1 2026 |
| Gainplan LLC$254M AUM | 10.26% | $24M | 100.1K | Q3 2025OLDER |
| Finley Financial, LLC$248M AUM | 10.25% | $22M | 88.3K | Q1 2026 |
| Lake Hills Wealth Management, LLC$220M AUM | 9.85% | $17M | 79.7K | Q2 2025OLDER |
| Baron Financial Group, LLC$210M AUM | 9.79% | $18M | 73.2K | Q1 2026 |
| Ionic Capital Management LLC$1.4B AUM | 9.42% | $129M | 520.0K | Q1 2026 |
| GRIZZLYROCK CAPITAL, LLC$126M AUM | 9.41% | $14M | 64.0K | Q2 2025OLDER |
| BRIGADE CAPITAL MANAGEMENT, LP$806M AUM | 9.39% | $76M | 305.0K | Q1 2026 |
| Vavra Capital Management, LLC$103M AUM | 9.37% | $10M | 38.9K | Q1 2026 |
| Diameter Capital Partners LP$1.1B AUM | 9.29% | $99M | 400.0K | Q1 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 9.25% | $252M | 1.02M | Q1 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 9.17% | $30M | 121.3K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 9.08% | $376M | 1.52M | Q1 2026 |
| SILVERBACK ASSET MANAGEMENT LLC$699M AUM | 9.05% | $63M | 255.0K | Q1 2026 |
| Western Standard LLC$190M AUM | 8.97% | $30M | 125.0K | Q3 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 8.81% | $29M | 117.0K | Q1 2026 |
| LCM Capital Management Inc$199M AUM | 8.73% | $17M | 70.2K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 8.68% | $30M | 119.1K | Q1 2026 |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 8.65% | $260M | 1.05M | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 8.62% | $37M | 148.4K | Q1 2026 |
| Shannon River Fund Management LLC$524M AUM | 8.61% | $65M | 300.0K | Q2 2025OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 8.56% | $398M | 1.60M | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 8.52% | $29M | 116.2K | Q4 2025OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 8.35% | $21M | 83.1K | Q1 2026 |
| BROADWOOD CAPITAL INC$1.4B AUM | 8.30% | $118M | 474.9K | Q1 2026 |
| Parkside Advisors LLC$455M AUM | 7.97% | $36M | 168.1K | Q2 2025OLDER |
| DSC Meridian Capital LP$325M AUM | 7.82% | $25M | 102.5K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 7.80% | $89M | 360.0K | Q1 2026 |
| All Terrain Financial Advisors, LLC$425M AUM | 7.77% | $33M | 133.2K | Q1 2026 |
| Sollinda Capital Management LLC$412M AUM | 7.75% | $32M | 128.6K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 7.68% | $63M | 255.0K | Q1 2026 |
| ANB BANK$247M AUM | 7.60% | $19M | 75.7K | Q1 2026 |
| Eisler Capital Management Ltd.$22.6B AUM | 7.45% | $1.7B | 7.01M | Q3 2025OLDER |
| Kiker Wealth Management, LLC$209M AUM | 7.45% | $16M | 62.9K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 7.41% | $398M | 1.60M | Q1 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 7.39% | $50M | 2.0K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 7.30% | $548M | 2.21M | Q1 2026 |
| Humankind Investments LLC$175M AUM | 7.20% | $13M | 50.9K | Q1 2026 |
| Ursa Fund Management, LLC$108M AUM | 6.92% | $7M | 30.0K | Q1 2026 |
| CTC LLC$217.2B AUM | 6.77% | $11.4B | 52.91M | Q2 2025OLDER |
| AIA Group Ltd$6.9B AUM | 6.72% | $462M | 1.86M | Q1 2026 |
| Interval Partners, LP$3.8B AUM | 6.61% | $253M | 1.02M | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 6.60% | $894M | 3.61M | Q1 2026 |
| AYAL Capital Advisors Ltd$369M AUM | 6.56% | $24M | 97.5K | Q1 2026 |
| Union Square Park Capital Management, LLC$176M AUM | 6.34% | $11M | 45.0K | Q1 2026 |
| Macco Financial Group, Inc.$132M AUM | 6.28% | $8M | 33.5K | Q1 2026 |
| CDC Financial, Inc.$157M AUM | 6.28% | $13M | 52.8K | Q4 2025OLDER |
| EMG Holdings, L.P.$397M AUM | 6.25% | $25M | 100.0K | Q1 2026 |
| Latigo Investments, LLC$201M AUM | 6.24% | $13M | 50.5K | Q1 2026 |
| Platt Investment Counsel, LLC$149M AUM | 6.22% | $8M | 32.6K | Q1 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 6.15% | $10M | 40.5K | Q1 2026 |
| Harvest Investment Advisors, LLC$176M AUM | 6.07% | $11M | 43.5K | Q4 2025OLDER |
| Corsicana & Co.$158M AUM | 6.00% | $9M | 47.5K | Q1 2026 |
| Proem Advisors LLC$1.7B AUM | 5.92% | $99M | 400.0K | Q1 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM | 5.89% | $110M | 500.0K | Q2 2025OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 5.88% | $8M | 30.6K | Q1 2026 |
| DG Capital Management, LLC$326M AUM | 5.88% | $17M | 70.0K | Q3 2025OLDER |
| Nishkama Capital, LLC$1.6B AUM | 5.87% | $93M | 375.0K | Q1 2026 |
| Mizuho Bank, Ltd.$369M AUM | 5.77% | $52M | 215.0K | Q3 2025OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 5.69% | $6M | 25.0K | Q1 2026 |
| Cormorant Asset Management, LP$2.0B AUM | 5.69% | $123M | 500.0K | Q4 2025OLDER |
| Sofinnova Investments, Inc.$2.6B AUM | 5.66% | $149M | 600.0K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 5.53% | $2.1B | 8.59M | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 5.51% | $14M | 54.6K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 5.45% | $13.1B | 52.83M | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 5.44% | $105M | 423.6K | Q1 2026 |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 5.42% | $48M | 200.0K | Q3 2025OLDER |
| New Perspectives, Inc$289M AUM | 5.38% | $16M | 62.6K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 5.33% | $184M | 740.0K | Q1 2026 |
| Two Seas Capital LP$7.2B AUM | 5.33% | $258M | 1.05M | Q4 2025OLDER |
| Fluent Financial, LLC$280M AUM | 5.25% | $14M | 54.1K | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 5.25% | $65M | 262.7K | Q1 2026 |
| Gray Private Wealth, LLC$199M AUM | 5.21% | $10M | 41.8K | Q1 2026 |
| Newbrook Capital Advisors LP$560M AUM | 5.21% | $42M | 168.7K | Q4 2025OLDER |
| Candelo Capital Management LP$121M AUM | 5.12% | $6M | 25.0K | Q1 2026 |
| Greenhaven Road Investment Management, L.P.$145M AUM | 5.08% | $33M | 135.5K | Q3 2025OLDER |
| Newport Capital Group, LLC$164M AUM | 5.05% | $8M | 33.4K | Q1 2026 |
| Westshore Wealth, LLC$285M AUM | 5.03% | $14M | 57.8K | Q1 2026 |
| FourWorld Capital Management LLC$196M AUM | 4.99% | $6M | 25.0K | Q4 2025OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 4.98% | $5M | 21.1K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 4.95% | $64M | 256.3K | Q1 2026 |
| Hel Ved Capital Management Ltd$844M AUM | 4.91% | $41M | 166.9K | Q1 2026 |
| Edge Wealth Management LLC$594M AUM | 4.84% | $28M | 114.2K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 4.84% | $30M | 122.1K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 4.74% | $88M | 355.0K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 4.71% | $140M | 563.9K | Q1 2026 |
| Dauntless Investment Group, LLC$151M AUM | 4.66% | $7M | 28.4K | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 4.65% | $54M | 218.1K | Q1 2026 |
| Idaho Trust Co$308M AUM | 4.64% | $14M | 57.6K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 4.63% | $1.8B | 7.20M | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 4.63% | $213M | 860.5K | Q1 2026 |
| Ridgepath Capital Management LLC$201M AUM | 4.59% | $9M | 37.2K | Q1 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 4.57% | $152M | 702.5K | Q2 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 4.56% | $29M | 115.6K | Q1 2026 |
| Impactive Capital LP$1.4B AUM | 4.54% | $63M | 252.5K | Q1 2026 |
| GreatBanc Trust CO$143M AUM | 4.51% | $6M | 26.0K | Q1 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 4.46% | $6M | 21.1K | Q1 2026 |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 4.36% | $128M | 515.0K | Q1 2026 |
| Jacksonville Wealth Management, LLC$148M AUM | 4.34% | $6M | 25.9K | Q1 2026 |
| C2C Wealth Management, LLC$128M AUM | 4.25% | $5M | 20.2K | Q1 2026 |
| Apollo Management Holdings, L.P.$7.6B AUM | 4.24% | $322M | 1.30M | Q1 2026 |
| Consolidated Investment Group LLC$922M AUM | 4.17% | $38M | 155.1K | Q1 2026 |
| Peapod Lane Capital LLC$122M AUM | 4.14% | $5M | 19.8K | Q4 2025OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 4.10% | $10M | 40.1K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 4.09% | $990M | 3.99M | Q1 2026 |
| Guided Capital Wealth Management, LLC$152M AUM | 4.07% | $6M | 24.9K | Q1 2026 |
| DE BURLO GROUP INC$441M AUM | 4.06% | $33M | 136.0K | Q4 2025OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 4.04% | $47M | 189.3K | Q1 2026 |
| Ikarian Capital, LLC$1.2B AUM | 4.03% | $50M | 200.0K | Q1 2026 |
| Strategic Equity Management$266M AUM | 4.02% | $11M | 43.2K | Q1 2026 |
| MYDA Advisors LLC$608M AUM | 4.00% | $24M | 98.0K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 3.99% | $12M | 61.2K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 3.94% | $5M | 21.3K | Q4 2025OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 3.93% | $4M | 16.7K | Q1 2026 |
| WINCAP FINANCIAL LLC$185M AUM | 3.89% | $6M | 23.6K | Q1 2026 |
| RAELIPSKIE PARTNERSHIP$236M AUM | 3.88% | $9M | 36.9K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 3.87% | $6M | 25.8K | Q1 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 3.83% | $143M | 575.0K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 3.83% | $2.7B | 10.79M | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 3.78% | $8M | 32.6K | Q1 2026 |
| BayBridge Capital Group, LLC$161M AUM | 3.74% | $6M | 24.5K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 3.70% | $68M | 274.8K | Q1 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 3.69% | $12M | 50.0K | Q3 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 3.68% | $907M | 3.66M | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 3.66% | $291M | 1.35M | Q2 2025OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 3.63% | $11M | 45.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 3.62% | $8.5B | 34.23M | Q1 2026 |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 3.61% | $5M | 20.6K | Q1 2026 |
| Ackerman Asset Management, LLC$143M AUM | 3.58% | $5M | 20.7K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 3.52% | $22M | 87.3K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 3.51% | $1.0B | 4.10M | Q1 2026 |
| CMG Global Holdings, LLC$210M AUM | 3.50% | $7M | 29.6K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 3.50% | $4M | 16.3K | Q1 2026 |
| Randall & Associates Wealth Management$148M AUM | 3.50% | $5M | 21.1K | Q2 2025OLDER |
| PointState Capital LP$7.9B AUM | 3.45% | $273M | 1.10M | Q1 2026 |
| Genesis Financial Group, LLC$158M AUM | 3.45% | $5M | 22.0K | Q1 2026 |
| Madrid Financial Services$169M AUM | 3.44% | $6M | 23.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 3.43% | $26.7B | 107.51M | Q1 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 3.38% | $248M | 1.00M | Q1 2026 |
| Audent Global Asset Management, LLC$100M AUM | 3.37% | $3M | 11.8K | Q1 2026 |
| Independent Family Office, LLC$243M AUM | 3.37% | $8M | 33.0K | Q1 2026 |
| Horizon Wealth Management, LLC$682M AUM | 3.35% | $23M | 92.2K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 3.32% | $19M | 75.9K | Q1 2026 |
| Palisades Investment Partners, LLC$255M AUM | 3.31% | $8M | 34.1K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 3.26% | $4M | 17.2K | Q1 2026 |
| SimpliFi, Inc.$238M AUM | 3.26% | $8M | 31.3K | Q1 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 3.26% | $9M | 36.7K | Q1 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 3.23% | $6M | 24.1K | Q1 2026 |
| GENDELL JEFFREY L$7.3B AUM | 3.22% | $237M | 954.1K | Q1 2026 |
| Sender Co & Partners, Inc.$165M AUM | 3.22% | $29M | 121.7K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 3.21% | $85M | 395.0K | Q2 2025OLDER |
| Krane Financial Solutions LLC$147M AUM | 3.14% | $5M | 18.6K | Q1 2026 |
| Waratah Capital Advisors Ltd.$2.6B AUM | 3.12% | $82M | 330.0K | Q1 2026 |
| Atika Capital Management LLC$796M AUM | 3.11% | $25M | 1.0K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 3.10% | $4M | 16.5K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 3.09% | $6M | 23.5K | Q1 2026 |
| Holocene Advisors, LP$41.5B AUM | 3.00% | $1.2B | 5.70M | Q2 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 2.99% | $172M | 695.0K | Q1 2026 |
| SCOGGIN MANAGEMENT LP$1.0B AUM | 2.99% | $31M | 125.0K | Q1 2026 |
| First Western Trust Bank$2.0B AUM | 2.98% | $59M | 237.9K | Q1 2026 |
| Addis & Hill, Inc$181M AUM | 2.93% | $5M | 19.4K | Q1 2026 |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 2.92% | $17M | 69.3K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 2.92% | $10M | 40.0K | Q4 2025OLDER |
| Sycale Advisors (NY) LLC$201M AUM | 2.90% | $15M | 64.0K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 2.86% | $1.7B | 6.92M | Q1 2026 |
| Perbak Capital Partners LLP$406M AUM | 2.84% | $16M | 66.6K | Q3 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 2.82% | $26M | 103.6K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 2.81% | $11.7B | 47.13M | Q1 2026 |
| LSP Investment Advisors, LLC$138M AUM | 2.79% | $4M | 15.5K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 2.74% | $6M | 22.5K | Q1 2026 |
| Greenfield FTC, Inc.$524M AUM | 2.73% | $14M | 57.3K | Q3 2025OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 2.72% | $25M | 100.0K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 2.69% | $11M | 43.8K | Q1 2026 |
| UNION SAVINGS BANK$228M AUM | 2.66% | $6M | 24.5K | Q1 2026 |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 2.65% | $5M | 20.9K | Q1 2026 |
| Durable Capital Partners LP$9.7B AUM | 2.62% | $255M | 1.03M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 2.62% | $2.0B | 8.13M | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 2.61% | $77M | 311.9K | Q1 2026 |
| JHP Wealth Management, LLC$105M AUM | 2.61% | $3M | 11.0K | Q1 2026 |
| CENTRAL BANK & TRUST CO$636M AUM | 2.60% | $17M | 66.8K | Q1 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 2.60% | $6M | 25.8K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 2.59% | $53M | 218.6K | Q3 2025OLDER |
| Promus Capital, LLC$157M AUM | 2.59% | $4M | 16.7K | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 2.58% | $973M | 3.93M | Q1 2026 |
| Wilmar Advisors LLC$116M AUM | 2.57% | $3M | 12.0K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 2.57% | $34M | 137.2K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 2.56% | $3M | 13.6K | Q1 2026 |
| Rockingstone Advisors LLC$218M AUM | 2.55% | $6M | 22.4K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 2.54% | $8M | 30.8K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 2.53% | $5M | 21.6K | Q1 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 2.53% | $18M | 72.6K | Q1 2026 |
| ASL Financial, LLC$125M AUM | 2.49% | $3M | 12.6K | Q1 2026 |
| Rovida Investment Management Ltd$797M AUM | 2.47% | $22M | 90.0K | Q3 2025OLDER |
| MONEYWISE, INC.$229M AUM | 2.45% | $6M | 22.7K | Q1 2026 |
| Clientfirst Wealth Management, LLC$118M AUM | 2.43% | $3M | 11.6K | Q1 2026 |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 2.42% | $3M | 11.6K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 2.42% | $3M | 11.6K | Q1 2026 |
| AMES NATIONAL CORP$167M AUM | 2.37% | $4M | 15.9K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 2.36% | $21M | 83.0K | Q1 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 2.36% | $4M | 16.3K | Q1 2026 |
| CALIFORNIA FIRST LEASING CORP$312M AUM | 2.36% | $7M | 29.7K | Q1 2026 |
| Whitefort Capital Management, LP$339M AUM | 2.36% | $8M | 33.0K | Q3 2025OLDER |
| LPWM LLC$396M AUM | 2.35% | $9M | 37.6K | Q1 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 2.33% | $93M | 375.0K | Q1 2026 |
| St. Johns Investment Management Company, LLC$238M AUM | 2.33% | $6M | 22.4K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 2.33% | $26M | 104.4K | Q1 2026 |
| NDWM LLC$154M AUM | 2.33% | $4M | 14.5K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.32% | $43M | 172.7K | Q1 2026 |
| Mount Capital Ltd$248M AUM | 2.31% | $6M | 23.1K | Q1 2026 |
| WHITEBOX ADVISORS LLC$8.1B AUM | 2.29% | $186M | 750.0K | Q1 2026 |
| Cannon Advisors, Inc.$135M AUM | 2.28% | $3M | 12.4K | Q1 2026 |
| Verger Capital Management LLC$339M AUM | 2.27% | $6M | 26.7K | Q2 2025OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 2.26% | $353M | 1.46M | Q3 2025OLDER |
| Campion Asset Management$147M AUM | 2.26% | $3M | 13.4K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 2.23% | $31M | 124.3K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 2.23% | $7M | 27.9K | Q4 2025OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 2.22% | $5M | 18.7K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 2.22% | $24M | 98.9K | Q4 2025OLDER |
| Enclave Advisors LLC$729M AUM | 2.20% | $16M | 64.7K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 2.20% | $62M | 248.7K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 2.18% | $14M | 54.8K | Q1 2026 |
| Fund 1 Investments, LLC$872M AUM | 2.18% | $27M | 125.0K | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 2.15% | $4.4B | 6.28M | Q1 2026 |
| Ascent Capital Management, LLC$125M AUM | 2.14% | $3M | 11.1K | Q3 2025OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 2.12% | $24M | 97.7K | Q1 2026 |
| BankPlus Wealth Management LLC$194M AUM | 2.11% | $4M | 16.5K | Q1 2026 |
| Fire Capital Management LLC$214M AUM | 2.08% | $4M | 17.9K | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 2.04% | $19M | 77.7K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 2.03% | $13M | 51.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 2.03% | $265M | 1.07M | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 2.03% | $2M | 9.6K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 2.02% | $12M | 46.6K | Q1 2026 |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 2.02% | $3M | 10.2K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 1.98% | $5M | 19.1K | Q1 2026 |
| Potomac Capital Management, Inc.$115M AUM | 1.98% | $2M | 10.0K | Q4 2025OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 1.97% | $4M | 16.7K | Q1 2026 |
| Edenbrook Capital, LLC$321M AUM | 1.97% | $6M | 25.5K | Q1 2026 |
| JCIC Asset Management Inc.$326M AUM | 1.97% | $6M | 25.9K | Q1 2026 |
| Parisi Gray Wealth Management$487M AUM | 1.96% | $8M | 33.1K | Q1 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 1.95% | $60M | 240.0K | Q1 2026 |
| PFW Advisors LLC$318M AUM | 1.94% | $6M | 24.8K | Q1 2026 |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 1.90% | $3M | 12.8K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 1.89% | $1.2B | 4.73M | Q1 2026 |
| Aristides Capital LLC$462M AUM | 1.84% | $9M | 43.0K | Q2 2025OLDER |
| Amtrust Financial Services, Inc.$300M AUM | 1.84% | $6M | 22.2K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.83% | $3M | 12.7K | Q1 2026 |
| IronBridge Private Wealth, LLC$310M AUM | 1.83% | $6M | 22.9K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.82% | $9M | 34.8K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 1.81% | $15M | 59.5K | Q1 2026 |
| PCM Encore, LLC$486M AUM | 1.81% | $9M | 35.5K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 1.80% | $9M | 36.9K | Q1 2026 |
| Maytus Capital Management, LLC$562M AUM | 1.80% | $8M | 31.0K | Q4 2025OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 1.80% | $7M | 29.0K | Q1 2026 |
| LifeSteps Financial, Inc.$158M AUM | 1.80% | $3M | 11.4K | Q1 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM | 1.80% | $8M | 33.0K | Q3 2025OLDER |
| Advisor Resource Council$309M AUM | 1.79% | $6M | 22.3K | Q1 2026 |
| 10Elms LLP$159M AUM | 1.79% | $3M | 11.4K | Q1 2026 |
| Aegis Wealth Management LLC$175M AUM | 1.79% | $3M | 12.6K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 1.77% | $12M | 49.8K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 1.77% | $57M | 230.4K | Q4 2025OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.76% | $3M | 11.0K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 1.75% | $18M | 70.9K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 1.74% | $508M | 2.05M | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 1.73% | $4M | 16.0K | Q3 2025OLDER |
| Shay Capital LLC$1.2B AUM | 1.73% | $21M | 83.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 1.73% | $15.4B | 62.26M | Q1 2026 |
| Mandatum Life Insurance Co Ltd$445M AUM | 1.72% | $8M | 30.9K | Q1 2026 |
| HBK INVESTMENTS L P$9.9B AUM | 1.71% | $169M | 680.2K | Q1 2026 |
| Occam Crest Management LP$165M AUM | 1.70% | $3M | 800 | Q1 2026 |
| Ryan Investment Management, Inc.$221M AUM | 1.69% | $3M | 12.1K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 1.67% | $1.4B | 5.70M | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 1.66% | $3M | 11.5K | Q1 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 1.66% | $16M | 65.3K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 1.65% | $17M | 69.7K | Q1 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 1.64% | $3M | 12.4K | Q1 2026 |
| WS MANAGEMENT LLLP$1.1B AUM | 1.64% | $19M | 75.0K | Q1 2026 |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 1.64% | $8M | 33.5K | Q1 2026 |
| Citizens Business Bank$610M AUM | 1.64% | $10M | 40.3K | Q1 2026 |
| Three Bridge Wealth Advisors, LLC$364M AUM | 1.63% | $6M | 23.9K | Q1 2026 |
| Senator Investment Group LP$2.2B AUM | 1.63% | $44M | 182.0K | Q3 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 1.62% | $2M | 6.8K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 1.62% | $228M | 918.9K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 1.62% | $3M | 12.2K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 1.62% | $141M | 584.3K | Q3 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 1.61% | $27M | 110.0K | Q1 2026 |
| DBK Financial Counsel, LLC$132M AUM | 1.61% | $2M | 8.5K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 1.61% | $234M | 945.5K | Q1 2026 |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 1.60% | $23M | 92.6K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 1.60% | $18M | 71.4K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 1.59% | $3M | 11.2K | Q1 2026 |
| HERBST GROUP, LLC$183M AUM | 1.59% | $3M | 10.4K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.59% | $5M | 18.2K | Q1 2026 |
| Ruggiero Investments, Inc.$103M AUM | 1.59% | $2M | 6.6K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 1.59% | $15M | 60.0K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 1.57% | $3M | 12.0K | Q1 2026 |
| Alight Capital Management LP$417M AUM | 1.57% | $7M | 30.0K | Q3 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 1.57% | $35M | 140.3K | Q1 2026 |
| Morangie Management LLC$109M AUM | 1.57% | $2M | 6.9K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 1.56% | $4.2B | 16.86M | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 1.56% | $1.3B | 5.34M | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 1.55% | $11M | 43.1K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 1.54% | $24M | 110.0K | Q2 2025OLDER |
| Viewpoint Capital Management LLC$214M AUM | 1.53% | $3M | 13.2K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.53% | $49M | 198.6K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 1.50% | $18M | 71.1K | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 1.50% | $3M | 11.5K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 1.50% | $11M | 46.2K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 1.49% | $3M | 14.0K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.49% | $3M | 13.3K | Q1 2026 |
| Orca Investment Management, LLC$118M AUM | 1.49% | $2M | 7.1K | Q1 2026 |
| 1492 Capital Management LLC$263M AUM | 1.49% | $4M | 15.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 1.48% | $9.2B | 36.93M | Q1 2026 |
| Sageworth Trust Co of South Dakota$126M AUM | 1.48% | $2M | 7.5K | Q1 2026 |
| Quarry LP$558M AUM | 1.46% | $8M | 32.9K | Q1 2026 |
| VISTA FINANCE, LLC$126M AUM | 1.46% | $2M | 7.4K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 1.46% | $7M | 29.6K | Q1 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 1.46% | $28M | 114.2K | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 1.45% | $11M | 44.9K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 1.44% | $10M | 38.8K | Q1 2026 |
| Redwood Wealth Management Group, LLC$232M AUM | 1.43% | $3M | 13.3K | Q1 2026 |
| Gridiron Partners, LLC$164M AUM | 1.41% | $2M | 9.3K | Q1 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 1.41% | $6M | 25.8K | Q1 2026 |
| Kaydan Wealth Management, Inc.$299M AUM | 1.41% | $4M | 17.0K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 1.41% | $536M | 2.16M | Q1 2026 |
| Maxele Advisors, LLC$123M AUM | 1.41% | $2M | 7.0K | Q4 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 1.40% | $49M | 199.0K | Q1 2026 |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.40% | $15M | 61.0K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 1.40% | $15M | 61.0K | Q4 2025OLDER |
| Galaxy Digital Inc.$1.2B AUM | 1.40% | $16M | 65.0K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 1.39% | $2M | 9.0K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 1.38% | $66M | 265.0K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.37% | $35M | 139.2K | Q1 2026 |
| WEST BANCORPORATION INC$200M AUM | 1.37% | $3M | 11.1K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 1.37% | $3M | 11.6K | Q1 2026 |
| Cosner Financial Group, LLC$182M AUM | 1.36% | $2M | 10.0K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 1.36% | $50M | 203.4K | Q1 2026 |
| Resolute Advisors LLC$242M AUM | 1.36% | $3M | 13.3K | Q1 2026 |
| NVWM, LLC$449M AUM | 1.36% | $6M | 24.6K | Q1 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 1.36% | $6M | 22.9K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 1.35% | $4M | 14.3K | Q1 2026 |
| Vigilare Wealth Management$326M AUM | 1.35% | $4M | 16.3K | Q4 2025OLDER |
| Holistic Financial Partners$269M AUM | 1.33% | $4M | 14.5K | Q1 2026 |
| Auour Investments LLC$318M AUM | 1.33% | $4M | 17.1K | Q1 2026 |
| Lexington Hill Partners, LLC$206M AUM | 1.33% | $2M | 9.4K | Q1 2026 |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.32% | $6M | 22.4K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 1.32% | $3M | 13.1K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 1.32% | $167M | 683.6K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 1.32% | $3M | 10.7K | Q1 2026 |
| Iowa State Bank$543M AUM | 1.31% | $7M | 28.8K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 1.31% | $4M | 16.2K | Q1 2026 |
| 59 North Capital Management, LP$3.4B AUM | 1.31% | $42M | 174.2K | Q3 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 1.31% | $19M | 77.9K | Q1 2026 |
| STEPH & CO$351M AUM | 1.31% | $5M | 18.5K | Q1 2026 |
| BANTAMAC CAPITAL, LLC$186M AUM | 1.31% | $2M | 9.8K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 1.31% | $94M | 378.4K | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 1.30% | $3M | 11.0K | Q1 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.30% | $3M | 11.9K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 1.29% | $9M | 38.0K | Q1 2026 |
| Ironsides Asset Advisors, LLC$399M AUM | 1.29% | $5M | 20.8K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.29% | $6M | 22.3K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.29% | $13M | 52.7K | Q1 2026 |
| Delta Accumulation, LLC$1.2B AUM | 1.28% | $15M | 59.6K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 1.28% | $32M | 128.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 1.27% | $80M | 6.81M | Q1 2026 |
| Engine Capital Management, LP$828M AUM | 1.27% | $11M | 42.4K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 1.27% | $2M | 6.9K | Q1 2026 |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 1.27% | $5M | 21.8K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 1.27% | $17M | 70.3K | Q4 2025OLDER |
| Roan Capital Partners$121M AUM | 1.26% | $1M | 5.5K | Q1 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.25% | $18M | 71.6K | Q1 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 1.25% | $12M | 48.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 1.25% | $16M | 65.7K | Q1 2026 |
| Virtus Wealth Solutions LLC$525M AUM | 1.25% | $7M | 26.7K | Q4 2025OLDER |
| Fairway Wealth LLC$379M AUM | 1.25% | $5M | 19.1K | Q1 2026 |
| Tandem Financial, LLC$314M AUM | 1.25% | $4M | 15.8K | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 1.25% | $6M | 25.2K | Q1 2026 |
| Athena Investment Management$193M AUM | 1.24% | $2M | 9.6K | Q1 2026 |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 1.23% | $4M | 18.0K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 1.23% | $6M | 22.3K | Q1 2026 |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 1.23% | $3M | 10.1K | Q1 2026 |
| Canton Hathaway, LLC$496M AUM | 1.22% | $6M | 24.4K | Q1 2026 |
| VVR Holdings LLC$194M AUM | 1.22% | $2M | 9.5K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 1.22% | $3M | 11.9K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.22% | $1M | 5.7K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 1.22% | $4M | 16.1K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 1.22% | $22M | 87.7K | Q1 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 1.20% | $3M | 10.9K | Q1 2026 |
| CULBERTSON A N & CO INC$771M AUM | 1.20% | $9M | 37.4K | Q1 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 1.20% | $2M | 6.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 1.20% | $17M | 66.6K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 1.19% | $3M | 10.9K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 1.19% | $23M | 93.1K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 1.19% | $5M | 19.0K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.18% | $3M | 10.9K | Q1 2026 |
| Salus Financial Advisors, LLC$171M AUM | 1.18% | $2M | 8.2K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 1.17% | $9M | 36.5K | Q1 2026 |
| Dupree Financial Group, LLC$248M AUM | 1.17% | $3M | 13.0K | Q4 2025OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 1.15% | $7M | 28.6K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 1.14% | $51M | 203.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.14% | $6.0B | 24.38M | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 1.13% | $3M | 10.9K | Q1 2026 |
| Azora Capital LP$1.5B AUM | 1.13% | $17M | 69.4K | Q1 2026 |
| Corundum Group, Inc.$299M AUM | 1.13% | $3M | 13.6K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.12% | $3M | 12.5K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 1.12% | $3M | 11.3K | Q1 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 1.12% | $2M | 9.7K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 1.12% | $5M | 21.9K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 1.11% | $5M | 20.8K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.11% | $16M | 62.8K | Q1 2026 |
| BG Investment Services, LLC$120M AUM | 1.11% | $1M | 5.4K | Q1 2026 |
| Chris Bulman Inc$228M AUM | 1.10% | $3M | 10.1K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 1.10% | $46M | 186.4K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 1.09% | $5M | 21.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 1.09% | $198M | 916.6K | Q2 2025OLDER |
| TFB Advisors LLC$191M AUM | 1.08% | $4M | 15.8K | Q4 2025OLDER |
| Second Half Financial Partners, LLC$222M AUM | 1.08% | $2M | 9.6K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 1.08% | $26M | 103.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 1.07% | $46M | 186.5K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 1.07% | $8M | 31.2K | Q1 2026 |
| IF Advisors, LLC$141M AUM | 1.07% | $2M | 6.1K | Q1 2026 |
| Paragon Capital Management LLC$202M AUM | 1.06% | $2M | 8.6K | Q1 2026 |
| PFM Health Sciences, LP$1.1B AUM | 1.05% | $14M | 56.7K | Q3 2025OLDER |
| Eagle Strategies LLC$837M AUM | 1.05% | $9M | 35.5K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 1.05% | $9M | 37.6K | Q1 2026 |
| Pitti Group Wealth Management, LLC$123M AUM | 1.05% | $1M | 5.2K | Q1 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 1.04% | $2M | 8.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 1.04% | $859M | 3.47M | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 1.04% | $174M | 700.0K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 1.03% | $2M | 8.4K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 1.03% | $9M | 34.0K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 1.03% | $16M | 65.1K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 1.03% | $80M | 320.6K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 1.03% | $7M | 27.0K | Q4 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 1.03% | $47M | 223.6K | Q1 2026 |
| Alamea Verwaltungs GmbH$135M AUM | 1.03% | $1M | 5.0K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 1.02% | $4M | 14.7K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 1.02% | $21M | 85.5K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 1.02% | $3M | 13.9K | Q1 2026 |
| Rangeley Capital, LLC$103M AUM | 1.02% | $1M | 5.0K | Q4 2025OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.02% | $3M | 11.2K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 1.01% | $2M | 6.2K | Q1 2026 |
| AmeriServ Wealth Advisors$157M AUM | 1.01% | $2M | 6.4K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 1.01% | $17M | 70.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 1.00% | $5.7B | 23.03M | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 1.00% | $15M | 59.1K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 1.00% | $4M | 17.4K | Q1 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 0.99% | $4M | 15.2K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.99% | $6M | 25.1K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.99% | $5M | 20.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.98% | $16M | 64.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.