JPMJPMORGAN CHASE & CO
CUSIP 46625H100 · Yahoo Finance ↗ · Google Finance ↗
Jpmorgan Chase & Co (JPM) has 4,968 institutional holders in Filings Flow’s 13F database, together reporting 1941.16M shares worth $544.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
4,968
Q1 2026
Reported Value
$544.6B
Ticker
JPM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AG Campbell Advisory, LLC$158M AUM | 96.02% | $152M | 471.9K | Q1 2026OLDER |
| S&G Foundation$1.9B AUM | 40.87% | $770M | 2.62M | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 28.70% | $5M | 37.9K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 27.94% | $118M | 401.0K | Q1 2026OLDER |
| Courant Investment Management LLC$103M AUM | 22.46% | $23M | 70.7K | Q2 2026 |
| FreeGulliver LLC$237M AUM | 19.81% | $47M | 159.7K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 16.91% | $195M | 662.4K | Q1 2026OLDER |
| Paralel Advisors LLC$2.4B AUM | 12.57% | $302M | 1.03M | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 11.88% | $1.4B | 4.80M | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 10.75% | $16M | 54.6K | Q1 2026OLDER |
| Ursa Fund Management, LLC$108M AUM | 9.78% | $238M | 740.0K | Q4 2025OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 9.35% | $840M | 2.86M | Q1 2026OLDER |
| DKRT Investments Corp.$395M AUM | 9.32% | $37M | 125.0K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 8.59% | $118M | 400.3K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 8.22% | $32M | 107.2K | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 8.21% | $9M | 32.0K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 7.86% | $14M | 46.9K | Q1 2026OLDER |
| James Hambro & Partners LLP$2.6B AUM | 7.67% | $196M | 664.9K | Q1 2026OLDER |
| Nexus Investment Management ULC$715M AUM | 7.67% | $55M | 186.4K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 7.60% | $20M | 67.0K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 7.44% | $30M | 103.1K | Q1 2026OLDER |
| Wilkinson Global Asset Management LLC$1.3B AUM | 7.42% | $97M | 331.2K | Q1 2026OLDER |
| WILSEY ASSET MANAGEMENT INC$681M AUM | 7.30% | $50M | 151.9K | Q2 2026 |
| CINCINNATI CASUALTY CO$191M AUM | 7.14% | $14M | 46.5K | Q1 2026OLDER |
| Triveni Capital Investments LP$101M AUM | 7.10% | $7M | 24.4K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 7.06% | $48M | 163.6K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 6.97% | $48M | 162.3K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 6.96% | $8M | 28.8K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 6.90% | $8M | 29.5K | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 6.80% | $9M | 29.4K | Q1 2026OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 6.72% | $394M | 1.34M | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 6.72% | $445M | 1.51M | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 6.70% | $14M | 47.6K | Q1 2026OLDER |
| Alphinity Investment Management Pty Ltd$5.7B AUM | 6.68% | $379M | 1.29M | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 6.57% | $1.7B | 5.45M | Q2 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 6.52% | $138M | 469.5K | Q1 2026OLDER |
| Bretton Capital Management, LLC$109M AUM | 6.46% | $7M | 24.0K | Q1 2026OLDER |
| Cooper Capital Advisors LLC$143M AUM | 6.40% | $9M | 31.1K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 6.40% | $12M | 38.1K | Q2 2026 |
| Clear Point Advisors Inc.$129M AUM | 6.37% | $8M | 146.4K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 6.19% | $9M | 30.0K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 6.11% | $10M | 30.9K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 6.08% | $12M | 39.2K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 6.01% | $105M | 357.8K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 5.91% | $40M | 135.8K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 5.88% | $9M | 28.1K | Q4 2025OLDER |
| RWQ Financial Management Services, Inc.$153M AUM | 5.87% | $9M | 30.6K | Q1 2026OLDER |
| Unison Asset Management LLC$219M AUM | 5.84% | $13M | 43.4K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 5.78% | $19M | 64.1K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 5.72% | $12M | 40.2K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 5.68% | $6M | 21.8K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 5.63% | $12M | 37.6K | Q3 2025OLDER |
| Brown Shipley& Co Ltd$167M AUM | 5.49% | $9M | 31.1K | Q1 2026OLDER |
| MCDONALD CAPITAL INVESTORS INC/CA$1.5B AUM | 5.40% | $79M | 268.3K | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 5.39% | $356M | 1.25M | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 5.38% | $13M | 44.5K | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 5.37% | $26M | 86.9K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 5.33% | $80M | 270.6K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 5.28% | $8M | 24.5K | Q3 2025OLDER |
| Morangie Management LLC$109M AUM | 5.26% | $6M | 19.4K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 5.25% | $17M | 59.4K | Q1 2026OLDER |
| Carmel Capital Management L.L.C.$349M AUM | 5.23% | $18M | 62.1K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 5.20% | $123M | 417.4K | Q1 2026OLDER |
| McBroom & Associates, LLC$180M AUM | 5.20% | $9M | 31.7K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 5.16% | $23M | 76.9K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 5.12% | $9M | 29.9K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 5.12% | $100M | 338.6K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 5.03% | $61M | 208.0K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 5.02% | $7M | 23.0K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 4.94% | $25M | 83.4K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 4.94% | $17M | 56.3K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 4.93% | $17M | 57.9K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.87% | $23M | 69.8K | Q4 2025OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 4.83% | $28M | 94.8K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 4.82% | $5M | 18.0K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 4.82% | $17M | 57.2K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 4.81% | $50M | 171.2K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 4.79% | $8M | 25.8K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 4.76% | $88M | 298.0K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 4.74% | $112M | 353.6K | Q3 2025OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 4.73% | $12M | 41.1K | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 4.72% | $10M | 32.8K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 4.72% | $5M | 16.4K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 4.71% | $10M | 32.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 4.71% | $78M | 264.1K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 4.70% | $13M | 44.1K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 4.70% | $28M | 85.2K | Q2 2026 |
| Capital Wealth Planning, LLC$18.1B AUM | 4.66% | $845M | 2.87M | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 4.65% | $12M | 39.7K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 4.61% | $33M | 110.5K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 4.59% | $37M | 125.3K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 4.51% | $18M | 60.1K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 4.49% | $12M | 42.3K | Q1 2026OLDER |
| Matthew 25 Management Corp$301M AUM | 4.49% | $14M | 46.0K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 4.48% | $8M | 30.6K | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 4.46% | $10M | 32.7K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 4.46% | $5M | 17.1K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 4.45% | $7M | 23.6K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 4.45% | $6M | 19.1K | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 4.44% | $58M | 198.5K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 4.41% | $5M | 18.7K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 4.41% | $12M | 35.3K | Q2 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 4.40% | $283M | 963.2K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 4.36% | $162M | 554.4K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 4.35% | $5M | 14.9K | Q2 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 4.34% | $7M | 24.8K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 4.32% | $9M | 29.7K | Q1 2026OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 4.31% | $328M | 1.11M | Q1 2026OLDER |
| ACR Alpine Capital Research, LLC$6.7B AUM | 4.30% | $288M | 978.5K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 4.27% | $11M | 37.8K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 4.24% | $183M | 579.5K | Q3 2025OLDER |
| Farmers National Bank$453M AUM | 4.22% | $19M | 65.0K | Q2 2026 |
| Rench Wealth Management, Inc.$332M AUM | 4.21% | $14M | 47.6K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 4.19% | $19M | 59.2K | Q4 2025OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 4.18% | $6M | 18.9K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 4.18% | $32M | 109.5K | Q1 2026OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 4.17% | $33M | 111.6K | Q1 2026OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 4.16% | $38M | 128.1K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 4.14% | $7M | 22.6K | Q1 2026OLDER |
| Niles Investment Management, LLC$111M AUM | 4.13% | $5M | 15.6K | Q1 2026OLDER |
| Crystal Rock Capital Management$168M AUM | 4.13% | $7M | 23.7K | Q1 2026OLDER |
| HWG Holdings LP$385M AUM | 4.09% | $16M | 53.5K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 4.04% | $8M | 28.1K | Q1 2026OLDER |
| NWM ADVISORS, LLC$110M AUM | 4.02% | $4M | 15.0K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 4.02% | $88M | 274.1K | Q4 2025OLDER |
| DCM Advisors, LLC$220M AUM | 4.01% | $9M | 29.9K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 4.00% | $23M | 77.2K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 4.00% | $198M | 673.3K | Q1 2026OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 3.99% | $45M | 152.0K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 3.99% | $138M | 468.8K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 3.98% | $9M | 31.3K | Q1 2026OLDER |
| Altrafin AG$290M AUM | 3.97% | $12M | 39.2K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 3.96% | $8M | 26.9K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 3.96% | $4M | 13.6K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 3.96% | $52M | 177.3K | Q1 2026OLDER |
| Sitrin Capital Management LLC$200M AUM | 3.95% | $8M | 26.8K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 3.93% | $32M | 109.8K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 3.93% | $68M | 231.7K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 3.91% | $5M | 15.4K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 3.91% | $6M | 20.9K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 3.91% | $8M | 27.6K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 3.89% | $42M | 144.0K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 3.87% | $10M | 35.2K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 3.85% | $4M | 13.5K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 3.85% | $4M | 13.9K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 3.83% | $66M | 223.8K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 3.82% | $8M | 26.6K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 3.82% | $9M | 30.0K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 3.80% | $6M | 19.0K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 3.79% | $10M | 33.5K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 3.78% | $56M | 2.26M | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 3.78% | $9M | 30.8K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 3.75% | $15M | 45.6K | Q2 2026 |
| Piscataqua Savings Bank$148M AUM | 3.75% | $6M | 17.0K | Q2 2026 |
| Rydar Equities, Inc.$129M AUM | 3.74% | $5M | 16.4K | Q1 2026OLDER |
| Marest Capital, LLC$173M AUM | 3.73% | $6M | 21.9K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 3.72% | $19M | 58.0K | Q2 2026 |
| Quilter Plc$5.7B AUM | 3.71% | $211M | 718.4K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 3.71% | $56M | 190.0K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 3.70% | $21M | 71.3K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 3.70% | $7M | 24.3K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 3.70% | $9M | 29.1K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 3.70% | $29M | 98.2K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 3.68% | $99M | 337.1K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 3.67% | $15M | 51.2K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 3.66% | $400M | 1.36M | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 3.65% | $5M | 18.5K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 3.64% | $84M | 283.9K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 3.64% | $27M | 81.7K | Q2 2026 |
| Concord Investment Counsel Inc.$297M AUM | 3.63% | $11M | 36.7K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 3.63% | $40M | 134.5K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 3.63% | $15M | 49.9K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 3.62% | $35M | 119.9K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 3.62% | $4M | 13.8K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 3.61% | $7M | 22.9K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 3.61% | $5M | 16.9K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 3.60% | $32M | 107.3K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 3.59% | $10M | 34.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 3.58% | $55M | 186.3K | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 3.58% | $28M | 95.0K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 3.57% | $11M | 35.5K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 3.57% | $14M | 47.6K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 3.57% | $37M | 125.5K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 3.56% | $30M | 103.2K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 3.56% | $4M | 13.8K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 3.55% | $11M | 35.8K | Q1 2026OLDER |
| Venator Management LLC$416M AUM | 3.55% | $15M | 50.2K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 3.55% | $19M | 65.5K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 3.54% | $8M | 32.2K | Q4 2025OLDER |
| DLK Investment Management, LLC$253M AUM | 3.54% | $9M | 30.4K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 3.53% | $5M | 15.5K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 3.53% | $29M | 89.1K | Q2 2026 |
| RBO & CO LLC$620M AUM | 3.52% | $22M | 74.1K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 3.51% | $12M | 41.0K | Q2 2026 |
| AGP FRANKLIN, LLC$200M AUM | 3.50% | $7M | 23.8K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 3.50% | $46M | 157.7K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 3.49% | $11M | 39.0K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 3.48% | $8M | 25.6K | Q4 2025OLDER |
| Brentview Investment Management LLC$231M AUM | 3.48% | $8M | 27.3K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 3.47% | $27M | 93.1K | Q1 2026OLDER |
| Walter Public Investments Inc.$418M AUM | 3.46% | $14M | 49.2K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 3.44% | $12M | 37.0K | Q2 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 3.44% | $8M | 28.1K | Q1 2026OLDER |
| Socorro Asset Management LP$221M AUM | 3.43% | $8M | 25.8K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 3.43% | $16M | 48.4K | Q2 2026 |
| Bridge Creek Capital Management LLC$360M AUM | 3.42% | $12M | 39.0K | Q3 2025OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 3.42% | $4M | 15.0K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 3.42% | $44M | 150.9K | Q1 2026OLDER |
| Knott David M Jr$168M AUM | 3.41% | $6M | 19.5K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 3.41% | $15M | 52.1K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 3.40% | $11M | 32.8K | Q1 2026OLDER |
| CENTRAL SECURITIES CORP$1.2B AUM | 3.40% | $41M | 140.0K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 3.40% | $15M | 51.8K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 3.39% | $11M | 37.2K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 3.36% | $21M | 71.4K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 3.36% | $16M | 47.9K | Q2 2026 |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 3.35% | $20M | 69.5K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 3.35% | $4M | 12.0K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 3.34% | $11M | 37.0K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 3.33% | $73M | 247.6K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 3.33% | $59M | 201.5K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 3.32% | $5M | 18.3K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 3.32% | $14M | 46.5K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 3.32% | $27M | 93.3K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 3.31% | $14M | 46.4K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 3.30% | $6M | 21.4K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 3.30% | $12M | 41.1K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 3.30% | $13M | 45.3K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 3.29% | $3M | 11.6K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 3.29% | $9M | 29.4K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 3.29% | $153M | 520.8K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 3.29% | $269M | 915.3K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 3.28% | $2.0B | 6.94M | Q1 2026OLDER |
| Private Capital Management, LLC$1.0B AUM | 3.28% | $33M | 111.9K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 3.27% | $24M | 81.4K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 3.26% | $13M | 43.4K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 3.26% | $16M | 55.8K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 3.26% | $101M | 342.3K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 3.25% | $45M | 153.6K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 3.25% | $114M | 388.1K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 3.25% | $11M | 34.9K | Q2 2026 |
| VAN STRUM & TOWNE INC.$343M AUM | 3.24% | $11M | 37.8K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 3.23% | $8M | 26.8K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 3.22% | $11M | 38.8K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 3.21% | $9M | 31.2K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 3.20% | $4M | 13.1K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 3.20% | $10M | 34.0K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 3.20% | $8M | 28.3K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 3.19% | $7M | 22.8K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 3.19% | $21M | 72.2K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 3.19% | $7M | 24.6K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 3.18% | $34M | 104.5K | Q2 2026 |
| Antonelli Financial Advisors, LLC$145M AUM | 3.17% | $5M | 15.6K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 3.17% | $102M | 346.5K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 3.17% | $310M | 1.05M | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 3.17% | $93M | 287.3K | Q4 2025OLDER |
| Eos Management, L.P.$233M AUM | 3.16% | $7M | 25.0K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 3.15% | $216M | 733.0K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 3.15% | $40M | 136.9K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 3.14% | $47M | 159.7K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 3.14% | $4M | 15.2K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 3.13% | $11M | 38.5K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 3.13% | $59M | 200.7K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 3.12% | $7M | 25.3K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 3.12% | $6M | 21.2K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 3.12% | $3M | 11.0K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 3.12% | $33M | 111.6K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 3.11% | $8M | 28.1K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 3.10% | $11M | 35.7K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 3.10% | $13M | 44.9K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 3.10% | $9M | 29.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 3.09% | $19M | 64.4K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 3.08% | $5M | 15.6K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 3.08% | $7M | 21.1K | Q2 2026 |
| Norway Savings Bank$239M AUM | 3.08% | $7M | 22.4K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 3.07% | $2.0B | 6.69M | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 3.06% | $555M | 1.89M | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 3.06% | $81M | 277.0K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 3.05% | $11M | 32.9K | Q2 2026 |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 3.04% | $66M | 224.9K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 3.04% | $14M | 46.1K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 3.03% | $15M | 48.3K | Q3 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 3.03% | $8M | 28.6K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 3.03% | $103M | 350.1K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 3.03% | $15M | 51.6K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 3.02% | $11M | 38.0K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 3.01% | $5M | 16.0K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 3.01% | $3M | 9.7K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 3.01% | $220M | 748.9K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 3.01% | $6M | 19.2K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 3.01% | $10M | 33.1K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 3.00% | $113M | 385.8K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 3.00% | $19M | 63.1K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 3.00% | $13M | 44.0K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 2.99% | $3M | 11.1K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 2.99% | $19M | 63.8K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 2.99% | $15M | 52.6K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 2.98% | $8M | 27.3K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.98% | $45M | 154.6K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 2.97% | $6M | 19.5K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 2.97% | $443M | 1.37M | Q4 2025OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 2.97% | $9M | 28.9K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 2.95% | $63M | 214.4K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 2.95% | $7M | 23.1K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 2.95% | $3M | 11.6K | Q1 2026OLDER |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 2.95% | $5M | 18.3K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 2.94% | $7M | 22.9K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.93% | $7M | 22.3K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 2.93% | $4M | 13.1K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 2.93% | $20M | 69.5K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 2.93% | $23M | 77.7K | Q1 2026OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 2.93% | $178M | 604.2K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 2.92% | $7M | 23.7K | Q1 2026OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 2.92% | $42M | 141.7K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 2.91% | $27M | 93.4K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 2.91% | $7M | 24.9K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 2.91% | $26M | 84.4K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 2.91% | $5M | 15.7K | Q4 2025OLDER |
| Greenfield Savings Bank$264M AUM | 2.91% | $8M | 23.4K | Q2 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 2.91% | $227M | 738.7K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 2.90% | $83M | 283.3K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 2.90% | $4M | 13.9K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 2.90% | $15M | 52.5K | Q1 2026OLDER |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$672M AUM | 2.89% | $11M | 33.5K | Q4 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 2.89% | $8M | 24.0K | Q2 2026 |
| MCDONALD PARTNERS LLC$424M AUM | 2.89% | $12M | 41.6K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 2.88% | $5M | 17.5K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 2.88% | $13M | 43.8K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 2.87% | $9M | 29.6K | Q2 2026 |
| Axecap Investments, LLC$145M AUM | 2.87% | $4M | 14.2K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 2.87% | $92M | 313.3K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 2.86% | $4M | 13.6K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 2.86% | $84M | 286.3K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 2.86% | $5M | 15.5K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 2.86% | $17M | 52.4K | Q3 2025OLDER |
| Martin Capital Partners, LLC$272M AUM | 2.85% | $8M | 23.7K | Q2 2026 |
| FARMERS TRUST CO$637M AUM | 2.85% | $18M | 61.6K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 2.84% | $13M | 45.0K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 2.84% | $6M | 21.1K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 2.84% | $40M | 137.0K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 2.84% | $12M | 41.1K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 2.83% | $9M | 30.6K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 2.83% | $35M | 117.6K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 2.83% | $5M | 15.5K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 2.82% | $68M | 210.0K | Q4 2025OLDER |
| Narwhal Capital Management$1.4B AUM | 2.82% | $38M | 129.8K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 2.81% | $9M | 29.4K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 2.81% | $17M | 56.2K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 2.81% | $3M | 10.6K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 2.81% | $19M | 64.7K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 2.80% | $19M | 63.2K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 2.80% | $3M | 10.0K | Q2 2026 |
| United Bank$301M AUM | 2.80% | $8M | 28.6K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 2.79% | $24M | 81.1K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 2.79% | $17M | 59.2K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 2.79% | $4M | 14.5K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 2.78% | $24M | 80.0K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 2.78% | $5M | 17.0K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 2.78% | $34M | 116.3K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 2.77% | $334M | 1.13M | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 2.76% | $9M | 30.2K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 2.76% | $15M | 49.4K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 2.76% | $10M | 35.3K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 2.76% | $18M | 59.6K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 2.76% | $22M | 75.9K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 2.75% | $33M | 110.8K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 2.75% | $33M | 111.3K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 2.74% | $37M | 125.1K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 2.74% | $6M | 19.9K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 2.74% | $5M | 13.8K | Q2 2026 |
| Evergreen Private Wealth LLC$247M AUM | 2.73% | $7M | 22.9K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 2.73% | $22M | 67.3K | Q2 2026 |
| Clear Trail Advisors, LLC$601M AUM | 2.72% | $16M | 55.6K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 2.72% | $4M | 12.5K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 2.72% | $89M | 303.7K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 2.72% | $858M | 3.36M | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 2.72% | $4M | 12.0K | Q2 2026 |
| Plan Group Financial, LLC$426M AUM | 2.71% | $12M | 39.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 2.70% | $6M | 21.7K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 2.70% | $11M | 38.8K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 2.70% | $63M | 213.2K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 2.69% | $11M | 37.0K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 2.69% | $423M | 1.44M | Q1 2026OLDER |
| MSA Advisors, LLC$333M AUM | 2.69% | $9M | 30.4K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 2.69% | $13M | 41.0K | Q2 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 2.69% | $28M | 96.2K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 2.68% | $31M | 104.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 2.68% | $17M | 57.4K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 2.68% | $167M | 567.0K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 2.68% | $7M | 24.0K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 2.68% | $5M | 16.1K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 2.67% | $4M | 12.1K | Q2 2026 |
| MTM Investment Management, LLC$316M AUM | 2.67% | $8M | 28.7K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 2.67% | $6M | 20.4K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 2.67% | $8M | 25.9K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 2.66% | $6M | 17.1K | Q4 2025OLDER |
| Smead Capital Management, Inc.$4.6B AUM | 2.66% | $122M | 416.1K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 2.66% | $6M | 21.8K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 2.65% | $5M | 15.7K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 2.65% | $3M | 10.0K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 2.65% | $405M | 1.38M | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 2.65% | $25M | 77.6K | Q2 2026 |
| Field & Main Bank$344M AUM | 2.65% | $9M | 30.9K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 2.64% | $21M | 70.8K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 2.64% | $11M | 37.4K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 2.64% | $25M | 83.7K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 2.64% | $5M | 18.5K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 2.61% | $4M | 14.2K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 2.61% | $14M | 43.8K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 2.61% | $12M | 39.2K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 2.61% | $6M | 20.4K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 2.60% | $3M | 11.3K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 2.60% | $25M | 84.7K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 2.59% | $279M | 948.7K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 2.58% | $11M | 33.9K | Q2 2026 |
| Alexander Randolph Advisory, Inc.$116M AUM | 2.58% | $3M | 10.2K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 2.57% | $15M | 48.0K | Q4 2025OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 2.56% | $6M | 18.2K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 2.56% | $5M | 15.5K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 2.56% | $19M | 63.7K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 2.56% | $59M | 200.5K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 2.56% | $12M | 40.1K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 2.56% | $57M | 194.1K | Q1 2026OLDER |
| Manitou Investment Management Ltd.$538M AUM | 2.56% | $14M | 42.0K | Q2 2026 |
| Bell Asset Management Ltd$340M AUM | 2.56% | $9M | 29.5K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 2.55% | $3M | 10.0K | Q2 2026 |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 2.55% | $18M | 60.3K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 2.55% | $4M | 13.4K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.55% | $9M | 30.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 2.55% | $11M | 36.4K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.55% | $12M | 40.7K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 2.54% | $24M | 83.1K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 2.54% | $80M | 273.9K | Q1 2026OLDER |
| Aldebaran Capital, LLC$131M AUM | 2.54% | $3M | 11.3K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 2.53% | $175M | 596.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 2.53% | $708M | 2.41M | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 2.53% | $6M | 21.7K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 2.52% | $4M | 13.4K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 2.52% | $32M | 110.2K | Q1 2026OLDER |
| HARVEY CAPITAL MANAGEMENT INC$439M AUM | 2.52% | $11M | 37.6K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 2.52% | $9M | 31.0K | Q1 2026OLDER |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 2.52% | $3M | 10.8K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 2.51% | $80M | 271.8K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 2.51% | $332M | 1.13M | Q1 2026OLDER |
| First American Bank$1.6B AUM | 2.51% | $40M | 136.1K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 2.51% | $5M | 15.6K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 2.51% | $3M | 11.0K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 2.50% | $4M | 12.6K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 2.50% | $6M | 21.6K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 2.50% | $5M | 15.5K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 2.50% | $18M | 61.1K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 2.50% | $35M | 111.7K | Q3 2025OLDER |
| InvesTrust$238M AUM | 2.50% | $6M | 20.2K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 2.49% | $7M | 22.3K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 2.49% | $9M | 28.9K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 2.49% | $4M | 11.9K | Q4 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 2.49% | $9M | 30.2K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 2.49% | $22M | 73.5K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 2.48% | $166M | 565.8K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 2.48% | $192M | 652.9K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 2.48% | $116M | 394.1K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 2.47% | $6M | 21.2K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.47% | $8M | 26.2K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 2.47% | $47M | 158.4K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 2.47% | $3M | 9.4K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 2.46% | $157M | 532.1K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 2.45% | $16M | 55.7K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 2.45% | $8M | 25.8K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 2.45% | $5M | 16.7K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 2.45% | $102M | 324.1K | Q3 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 2.45% | $7M | 25.1K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 2.45% | $10M | 32.7K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 2.45% | $3M | 10.5K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 2.44% | $3M | 10.9K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.44% | $238M | 808.6K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 2.43% | $3M | 10.1K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 2.43% | $88M | 298.9K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 2.43% | $7M | 23.0K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 2.43% | $29M | 99.3K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 2.43% | $68M | 232.8K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 2.43% | $73M | 248.3K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 2.43% | $10M | 33.5K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 2.43% | $26M | 87.2K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 2.43% | $197M | 670.7K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 2.41% | $20M | 68.9K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 2.41% | $37M | 125.0K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 2.41% | $40M | 137.6K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 2.41% | $16M | 55.3K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 2.40% | $21M | 71.6K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.40% | $22M | 74.0K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 2.39% | $34M | 116.2K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 2.39% | $5M | 16.2K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 2.39% | $27M | 81.3K | Q2 2026 |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 2.38% | $9M | 31.4K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 2.38% | $47M | 161.1K | Q1 2026OLDER |
| SJBENEN ADVISORY, LLC$120M AUM | 2.38% | $3M | 9.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 2.38% | $21M | 71.9K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 2.38% | $3M | 9.3K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 2.37% | $4M | 12.3K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 2.37% | $6M | 21.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.