KKRKKR & CO INC
CUSIP 48251W104 · Yahoo Finance ↗ · Google Finance ↗
Kkr & Co Inc (KKR) has 1,257 institutional holders in Filings Flow’s 13F database, together reporting 521.52M shares worth $47.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,257
Q1 2026
Reported Value
$47.6B
Ticker
KKR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TRB Advisors LP$146M AUM | 18.15% | $26M | 286.2K | Q1 2026OLDER |
| Hudson Way Capital Management LLC$1.0B AUM | 13.72% | $144M | 1.55M | Q1 2026OLDER |
| OCO Capital Partners, L.P.$408M AUM | 12.13% | $49M | 535.0K | Q1 2026OLDER |
| Enstar Group LTD$217M AUM | 11.20% | $24M | 263.1K | Q1 2026OLDER |
| Maestria Partners LLC$274M AUM | 8.92% | $24M | 264.2K | Q1 2026OLDER |
| JACKSON HILL ADVISORS, LLC$193M AUM | 8.85% | $17M | 185.0K | Q1 2026OLDER |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP$186M AUM | 8.70% | $16M | 175.0K | Q1 2026OLDER |
| Triveni Capital Investments LP$101M AUM | 7.83% | $8M | 85.5K | Q1 2026OLDER |
| Montaka Global Pty Ltd$167M AUM | 7.36% | $12M | 133.1K | Q1 2026OLDER |
| Caldwell Investment Management Ltd.$255M AUM | 7.09% | $18M | 200.0K | Q1 2026OLDER |
| Greenhaven Road Investment Management, L.P.$145M AUM | 6.78% | $10M | 106.6K | Q1 2026OLDER |
| Dilation Capital Management LP$199M AUM | 6.66% | $14M | 113.6K | Q4 2025OLDER |
| SCOPIA CAPITAL MANAGEMENT LP$146M AUM | 5.72% | $8M | 90.2K | Q1 2026OLDER |
| Lalia Capital, LLC$158M AUM | 5.62% | $9M | 96.1K | Q1 2026OLDER |
| Triavera Capital LLC$167M AUM | 5.53% | $9M | 100.0K | Q1 2026OLDER |
| Spinecap SAS$272M AUM | 5.44% | $15M | 160.4K | Q1 2026OLDER |
| ValueAct Holdings, L.P.$5.7B AUM | 5.31% | $303M | 3.28M | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 4.82% | $67M | 721.9K | Q1 2026OLDER |
| Private Capital Management, LLC$1.0B AUM | 4.27% | $43M | 463.4K | Q1 2026OLDER |
| LRZ CAPITAL LLC$200M AUM | 3.99% | $8M | 86.3K | Q1 2026OLDER |
| Karani Asset Management LLC$122M AUM | 3.81% | $5M | 36.7K | Q3 2025OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 3.79% | $26M | 285.6K | Q1 2026OLDER |
| LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM | 3.57% | $10M | 105.2K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 3.52% | $402M | 4.34M | Q1 2026OLDER |
| Heron Bay Capital Management$1.1B AUM | 3.51% | $38M | 411.7K | Q1 2026OLDER |
| Estuary Capital Management LP$598M AUM | 3.36% | $20M | 217.4K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 3.22% | $103M | 789.0K | Q3 2025OLDER |
| COBALT CAPITAL MANAGEMENT, INC.$179M AUM | 3.11% | $6M | 60.0K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 3.08% | $42M | 450.1K | Q1 2026OLDER |
| Matthew 25 Management Corp$301M AUM | 3.07% | $9M | 100.0K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 3.06% | $20M | 212.0K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 2.68% | $29M | 309.0K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 2.67% | $3M | 28.9K | Q1 2026OLDER |
| Engle Capital Management, L.P.$293M AUM | 2.61% | $7M | 57.0K | Q3 2025OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 2.51% | $5M | 56.0K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 2.46% | $432M | 4.67M | Q1 2026OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 2.45% | $37M | 402.3K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 2.41% | $869M | 9.39M | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 2.37% | $10M | 76.4K | Q3 2025OLDER |
| Cander Asset Management LP$557M AUM | 2.35% | $13M | 141.7K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 2.25% | $15M | 162.3K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 1.89% | $16M | 125.0K | Q4 2025OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.83% | $6M | 49.9K | Q4 2025OLDER |
| Perennial Advisors, LLC$587M AUM | 1.83% | $11M | 116.1K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 1.75% | $10M | 106.5K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 1.74% | $3M | 36.8K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 1.61% | $3M | 32.6K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 1.54% | $8M | 83.7K | Q1 2026OLDER |
| Samjo Management, LLC$231M AUM | 1.53% | $4M | 38.2K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.49% | $24M | 264.6K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 1.49% | $3M | 29.6K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 1.47% | $12M | 95.2K | Q4 2025OLDER |
| Pacific Capital Partners Ltd$101M AUM | 1.46% | $1M | 10.8K | Q4 2025OLDER |
| LB Partners LLC$112M AUM | 1.42% | $2M | 17.1K | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 1.41% | $24M | 186.6K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 1.40% | $359M | 3.31M | Q2 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 1.37% | $7M | 75.1K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 1.36% | $3M | 37.2K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.34% | $20M | 221.3K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 1.34% | $4M | 47.8K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 1.31% | $20M | 153.8K | Q3 2025OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 1.25% | $9M | 93.5K | Q1 2026OLDER |
| Shaolin Capital Management LLC$2.7B AUM | 1.20% | $33M | 352.0K | Q1 2026OLDER |
| Long Focus Capital Management, LLC$3.8B AUM | 1.20% | $46M | 492.0K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 1.20% | $32M | 349.3K | Q1 2026OLDER |
| IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM | 1.18% | $3M | 31.4K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 1.17% | $2M | 14.56M | Q4 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 1.16% | $24M | 183.0K | Q3 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 1.16% | $44M | 529.2K | Q2 2026 |
| Fisher Funds Management LTD$3.4B AUM | 1.16% | $40M | 427.2K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 1.16% | $15M | 164.8K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 1.15% | $1M | 14.6K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 1.12% | $134M | 1.45M | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 1.08% | $9M | 96.3K | Q2 2026 |
| Philadelphia Financial Management of San Francisco, LLC$346M AUM | 1.07% | $10M | 78.6K | Q4 2025OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 1.07% | $326M | 3.52M | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 1.05% | $5M | 57.8K | Q2 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 1.05% | $6M | 62.5K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 1.03% | $12M | 133.0K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.01% | $48M | 518.9K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.01% | $1M | 12.7K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.99% | $19M | 208.4K | Q2 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.96% | $1.8B | 19.51M | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.95% | $1M | 20.0K | Q4 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.95% | $87M | 938.2K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.93% | $1M | 13.0K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.92% | $6M | 69.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.92% | $558M | 6.03M | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 0.91% | $352M | 2.71M | Q3 2025OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 0.91% | $270M | 2.11M | Q4 2025OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.86% | $15M | 161.6K | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 0.86% | $102M | 1.10M | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.83% | $18M | 139.8K | Q3 2025OLDER |
| Cross Staff Investments Inc$197M AUM | 0.79% | $2M | 16.9K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.78% | $10M | 109.5K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.78% | $4M | 56.8K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.77% | $4M | 45.4K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.76% | $3.2B | 35.13M | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.75% | $4M | 28.0K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.74% | $19M | 143.8K | Q3 2025OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 0.73% | $6M | 50.8K | Q4 2025OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 0.71% | $290M | 2.23M | Q3 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.70% | $99M | 1.08M | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 0.70% | $1M | 10.9K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.69% | $10M | 106.5K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.68% | $831,637 | 9.0K | Q1 2026OLDER |
| Buckland Partners Management Co LLC$165M AUM | 0.67% | $1M | 12.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.67% | $99M | 1.07M | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.67% | $5M | 37.1K | Q4 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.67% | $986,450 | 7.6K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.66% | $8M | 87.4K | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.66% | $32M | 245.0K | Q3 2025OLDER |
| Teton Advisors, LLC$142M AUM | 0.65% | $925,000 | 10.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.64% | $750M | 8.11M | Q1 2026OLDER |
| INTERCAPITAL, LLC$299M AUM | 0.63% | $2M | 20.4K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.63% | $130M | 1.40M | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.62% | $2M | 12.0K | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.62% | $3M | 24.7K | Q4 2025OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.62% | $4M | 42.7K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.61% | $3M | 19.9K | Q3 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.60% | $4M | 48.2K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.60% | $11M | 119.8K | Q1 2026OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.59% | $2M | 17.7K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.58% | $5M | 50.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.57% | $68M | 730.2K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.57% | $18M | 142.5K | Q4 2025OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.56% | $1M | 11.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.56% | $9M | 99.6K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.56% | $666,000 | 7.2K | Q1 2026OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.56% | $13M | 137.9K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.55% | $1M | 12.5K | Q4 2025OLDER |
| COOPER INVESTORS PTY LTD$218M AUM | 0.55% | $1M | 14.5K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.53% | $48M | 375.5K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.52% | $3M | 25.0K | Q4 2025OLDER |
| Steadtrust LLC$198M AUM | 0.50% | $991,224 | 10.8K | Q2 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.49% | $7M | 73.6K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.49% | $4M | 43.6K | Q1 2026OLDER |
| Voss Capital, LP$1.9B AUM | 0.49% | $9M | 100.0K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.49% | $13M | 142.7K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.49% | $642,671 | 6.9K | Q1 2026OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 0.49% | $4M | 46.3K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.47% | $5M | 39.8K | Q4 2025OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.46% | $1M | 14.6K | Q2 2026 |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 0.46% | $3M | 23.6K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.46% | $27M | 291.5K | Q1 2026OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 0.45% | $41M | 439.4K | Q1 2026OLDER |
| Trivest Advisors Ltd$1.4B AUM | 0.45% | $10M | 78.0K | Q4 2025OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.45% | $3M | 32.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.45% | $1.3B | 14.35M | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.44% | $2M | 17.3K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.44% | $4M | 29.8K | Q3 2025OLDER |
| Gridiron Partners, LLC$164M AUM | 0.44% | $713,730 | 7.7K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.44% | $897,000 | 7.0K | Q4 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.43% | $850,630 | 9.2K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.43% | $55M | 596.6K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.43% | $3M | 29.3K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.42% | $555,033 | 6.0K | Q1 2026OLDER |
| United Bank$301M AUM | 0.42% | $1M | 13.6K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.42% | $504,125 | 5.5K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.42% | $1M | 8.4K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.42% | $1M | 14.5K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.42% | $6M | 69.1K | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 0.42% | $603,745 | 4.7K | Q4 2025OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.42% | $37M | 399.0K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.41% | $64M | 695.8K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.41% | $56M | 602.0K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.41% | $20M | 217.6K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.41% | $668,563 | 7.3K | Q2 2026 |
| Cornerstone Advisors, LLC$2.7B AUM | 0.40% | $11M | 118.5K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.40% | $1M | 14.1K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.40% | $35M | 388.7K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 0.39% | $17M | 127.5K | Q3 2025OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.39% | $1M | 10.9K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.39% | $484,700 | 5.2K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.38% | $2M | 24.2K | Q1 2026OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 0.38% | $15,195 | 119.2K | Q4 2025OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.38% | $29M | 359.1K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.38% | $10M | 110.3K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.38% | $405,000 | 4.4K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.38% | $2M | 16.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.37% | $1M | 13.4K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.37% | $30M | 325.4K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.37% | $10M | 80.3K | Q4 2025OLDER |
| Lansing Street Advisors$397M AUM | 0.37% | $1M | 15.7K | Q1 2026OLDER |
| CONQUIS FINANCIAL LLC$121M AUM | 0.37% | $424,763 | 3.3K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.37% | $2M | 17.7K | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.36% | $25M | 200.0K | Q4 2025OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.36% | $1M | 13.8K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.36% | $8M | 88.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.35% | $272M | 2.94M | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.35% | $21M | 229.3K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.35% | $3M | 27.2K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.34% | $986,698 | 10.7K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 0.34% | $2M | 16.7K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 0.33% | $68M | 739.7K | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.33% | $2M | 18.0K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.33% | $34M | 363.6K | Q1 2026OLDER |
| Marnell Management LLC$288M AUM | 0.33% | $945,258 | 10.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.33% | $11M | 115.8K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.32% | $2M | 12.2K | Q3 2025OLDER |
| Western Financial Corp/CA$255M AUM | 0.32% | $812,990 | 6.4K | Q4 2025OLDER |
| VCI Wealth Management LLC$361M AUM | 0.32% | $1M | 12.5K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.32% | $908,332 | 7.1K | Q4 2025OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.32% | $2M | 21.6K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.31% | $8M | 58.9K | Q4 2025OLDER |
| Fjell Capital, LLC$130M AUM | 0.31% | $402,653 | 4.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.31% | $1.7B | 17.90M | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.31% | $4M | 46.8K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.31% | $29M | 318.9K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.30% | $9M | 98.7K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.30% | $721,575 | 7.9K | Q2 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.30% | $1M | 15.3K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.30% | $318,015 | 3.4K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 0.30% | $318,248 | 2.4K | Q3 2025OLDER |
| Mendel Capital Management LLC$199M AUM | 0.29% | $583,726 | 6.3K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.29% | $3M | 35.9K | Q1 2026OLDER |
| MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM | 0.29% | $11M | 87.0K | Q3 2025OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.29% | $786,857 | 8.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.29% | $14M | 153.4K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.29% | $14M | 155.4K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.29% | $1M | 14.8K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.28% | $152M | 1.65M | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.28% | $350,575 | 3.8K | Q1 2026OLDER |
| AMERICAN ASSETS INC$298M AUM | 0.28% | $825,825 | 5.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.27% | $8M | 84.2K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.27% | $2M | 24.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.27% | $31M | 242.5K | Q4 2025OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.27% | $786,158 | 8.5K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.26% | $12M | 92.0K | Q4 2025OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.25% | $853,775 | 9.2K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.25% | $7M | 72.0K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.25% | $203M | 2.21M | Q2 2026 |
| Cove Private Wealth, LLC$440M AUM | 0.25% | $1M | 12.0K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.25% | $3M | 27.6K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.25% | $498,192 | 3.9K | Q4 2025OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.25% | $23M | 244.7K | Q1 2026OLDER |
| Ares Systematic Credit Ltd$123M AUM | 0.25% | $304,362 | 5.9K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 0.25% | $2M | 18.9K | Q4 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.25% | $1M | 8.2K | Q4 2025OLDER |
| DNCA FINANCE$1.7B AUM | 0.25% | $4M | 27.6K | Q3 2025OLDER |
| Signet Private Wealth LLC$105M AUM | 0.25% | $256,206 | 2.0K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.24% | $9M | 69.1K | Q3 2025OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.24% | $358,532 | 2.8K | Q4 2025OLDER |
| Navalign, LLC$396M AUM | 0.24% | $965,978 | 10.4K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.24% | $1M | 13.5K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.24% | $1M | 11.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.24% | $20M | 214.1K | Q1 2026OLDER |
| Prota Financial, LLC$152M AUM | 0.24% | $334,830 | 2.6K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.24% | $1.6B | 16.78M | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 0.24% | $1M | 11.3K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.24% | $8M | 90.8K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.24% | $495,586 | 3.9K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.24% | $32M | 349.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.23% | $19M | 210.5K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.23% | $829,274 | 6.5K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.23% | $7M | 52.4K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.23% | $4M | 47.1K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.22% | $2M | 12.6K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.22% | $371M | 4.01M | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.22% | $665,168 | 7.2K | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.22% | $52M | 558.1K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.21% | $88M | 947.4K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.21% | $350,231 | 2.7K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.21% | $244,200 | 2.6K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.21% | $494,204 | 5.3K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.21% | $231,121 | 1.8K | Q4 2025OLDER |
| Skaana Management L.P.$296M AUM | 0.21% | $637,400 | 5.0K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.21% | $16M | 178.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.20% | $558,647 | 6.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.20% | $9M | 86.3K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.20% | $3M | 26.0K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.20% | $4M | 41.2K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.20% | $712,098 | 7.7K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.20% | $531,658 | 5.7K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.20% | $2M | 19.3K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.20% | $1M | 13.8K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.19% | $215,852 | 2.4K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.19% | $621,045 | 6.7K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.19% | $1M | 12.7K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.19% | $1M | 10.8K | Q4 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.19% | $754,044 | 5.9K | Q4 2025OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.19% | $1M | 11.1K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.19% | $701,690 | 7.6K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.19% | $849,705 | 9.2K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.19% | $999,425 | 10.8K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 0.19% | $1M | 11.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.19% | $16M | 176.6K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.18% | $339,845 | 3.7K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.18% | $305,952 | 2.4K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.18% | $2M | 19.0K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.18% | $819,920 | 8.9K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.18% | $5M | 58.3K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.18% | $24M | 185.0K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.18% | $1M | 2.0K | Q4 2025OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.18% | $4M | 45.0K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.18% | $254,171 | 2.0K | Q3 2025OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 0.17% | $290,017 | 2.3K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.17% | $327,543 | 3.5K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.17% | $409,035 | 4.4K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.17% | $677,285 | 7.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.17% | $102M | 1.10M | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.17% | $488,758 | 3.8K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.17% | $3M | 32.0K | Q2 2026 |
| 10Elms LLP$159M AUM | 0.17% | $268,343 | 2.9K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.17% | $37M | 404.7K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.17% | $405,961 | 3.1K | Q3 2025OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 0.17% | $278,425 | 3.0K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.17% | $351,964 | 3.8K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.17% | $361,042 | 3.9K | Q2 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.17% | $1M | 7.8K | Q3 2025OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 0.17% | $9M | 96.1K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.17% | $393,865 | 4.3K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.17% | $841,750 | 9.1K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.17% | $643,523 | 7.0K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.17% | $1M | 11.2K | Q2 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.16% | $1M | 12.0K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.16% | $13M | 141.8K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 0.16% | $382,822 | 3.0K | Q4 2025OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.16% | $8M | 83.3K | Q1 2026OLDER |
| GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM | 0.16% | $677,040 | 5.2K | Q3 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.16% | $6M | 65.4K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.16% | $532,739 | 4.2K | Q4 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.16% | $680,245 | 7.4K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.16% | $216,589 | 1.7K | Q4 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.16% | $3M | 31.5K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.16% | $228,189 | 1.8K | Q4 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.15% | $241,830 | 1.9K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.15% | $948,493 | 10.3K | Q2 2026 |
| Alpha Wealth Funds, LLC$149M AUM | 0.15% | $209,960 | 1.7K | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.15% | $13M | 145.6K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.15% | $235,711 | 1.8K | Q4 2025OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.15% | $234,210 | 1.8K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.15% | $11M | 123.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.15% | $356M | 3.85M | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.15% | $604,255 | 4.7K | Q4 2025OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.15% | $3M | 31.8K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.15% | $411,543 | 4.4K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.14% | $6M | 47.9K | Q3 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.14% | $325,600 | 3.5K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.14% | $3M | 33.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.14% | $924M | 9.99M | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.14% | $961,212 | 10.5K | Q2 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.14% | $2M | 19.6K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.14% | $883,147 | 9.5K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.14% | $254,960 | 2.0K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.14% | $22M | 241.5K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.14% | $480,084 | 3.8K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.14% | $2M | 23.2K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.13% | $36M | 384.7K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.13% | $263,625 | 2.9K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.13% | $2M | 13.6K | Q4 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.13% | $208,683 | 1.6K | Q4 2025OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 0.13% | $434,750 | 4.7K | Q1 2026OLDER |
| LONE PINE CAPITAL LLC$12.5B AUM | 0.13% | $17M | 179.3K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.13% | $33M | 258.1K | Q4 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.13% | $490,313 | 3.8K | Q1 2026OLDER |
| BARR E S & CO$1.7B AUM | 0.13% | $2M | 24.4K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.13% | $205,889 | 1.6K | Q3 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.13% | $5M | 41.9K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.13% | $284M | 3.07M | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.13% | $2M | 24.1K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.13% | $237,060 | 1.9K | Q4 2025OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.13% | $208,590 | 2.3K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.13% | $1M | 12.8K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.13% | $1M | 9.0K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.13% | $4M | 42.9K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 0.13% | $20M | 210.8K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.13% | $674,603 | 7.3K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.13% | $234,079 | 1.8K | Q4 2025OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.13% | $2M | 24.2K | Q1 2026OLDER |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9B AUM | 0.13% | $3M | 20.0K | Q3 2025OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.13% | $970,880 | 10.5K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.12% | $351,985 | 3.8K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.12% | $4M | 48.6K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.12% | $19M | 205.8K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.12% | $313,929 | 3.4K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.12% | $14M | 106.6K | Q2 2026 |
| Z3 Capital Partners, LLC$395M AUM | 0.12% | $487,198 | 5.3K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.12% | $326,693 | 3.5K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.12% | $38M | 477.3K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.12% | $429,848 | 4.6K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 0.12% | $6M | 48.7K | Q4 2025OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.12% | $580,419 | 6.3K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.12% | $17M | 135.3K | Q4 2025OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.12% | $463,305 | 5.0K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.12% | $622,063 | 6.7K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.12% | $344,833 | 2.7K | Q4 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.12% | $485,826 | 3.8K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.12% | $92M | 990.6K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.12% | $479,121 | 5.2K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.12% | $27M | 207.0K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.12% | $4M | 34.4K | Q4 2025OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.11% | $258,544 | 2.8K | Q2 2026 |
| XXI WEALTH, LLC$177M AUM | 0.11% | $202,298 | 2.2K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.11% | $224,365 | 1.8K | Q4 2025OLDER |
| Tredje AP-fonden$18.3B AUM | 0.11% | $21M | 224.5K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.11% | $350,575 | 3.8K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.11% | $1M | 13.7K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.11% | $2M | 19.0K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.11% | $15M | 117.1K | Q3 2025OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.11% | $2M | 17.8K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.11% | $2M | 25.7K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.11% | $4M | 45.6K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 0.11% | $2M | 24.2K | Q2 2026 |
| CYBER HORNET ETFs LLC$155M AUM | 0.11% | $172,298 | 1.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.11% | $7.7B | 60.06M | Q4 2025OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.11% | $2M | 20.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.11% | $27M | 287.3K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.11% | $2M | 26.2K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 0.11% | $905,020 | 9.8K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.11% | $129,500 | 1.4K | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 0.11% | $793,952 | 7.6K | Q2 2026 |
| Interval Partners, LP$3.8B AUM | 0.11% | $4M | 44.8K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.11% | $795M | 8.59M | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.11% | $724,645 | 7.8K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.11% | $253,175 | 2.0K | Q4 2025OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.11% | $213,873 | 1.7K | Q4 2025OLDER |
| Emprise Bank$271M AUM | 0.11% | $254,960 | 2.0K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.11% | $458M | 4.95M | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.11% | $461,453 | 3.6K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.10% | $22M | 168.4K | Q3 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.10% | $10M | 110.3K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.10% | $9M | 68.8K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.10% | $2M | 18.1K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.10% | $473,733 | 5.2K | Q2 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.10% | $55M | 591.3K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.10% | $2M | 17.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.10% | $4.1B | 44.03M | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.10% | $231,481 | 1.8K | Q2 2026 |
| Congress Park Capital LLC$326M AUM | 0.10% | $324,875 | 2.5K | Q3 2025OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.10% | $4M | 40.6K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.10% | $350,315 | 2.7K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.10% | $9M | 67.5K | Q3 2025OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.10% | $318,478 | 3.4K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$609M AUM | 0.10% | $607,583 | 6.6K | Q2 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM | 0.10% | $4M | 38.2K | Q2 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.10% | $439,000 | 3.4K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.10% | $613,368 | 4.7K | Q3 2025OLDER |
| Czech National Bank$18.3B AUM | 0.10% | $18M | 196.8K | Q2 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.10% | $254,832 | 2.0K | Q3 2025OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.10% | $719,094 | 7.8K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.10% | $128M | 1.38M | Q1 2026OLDER |
| Granite FO LLC$189M AUM | 0.10% | $183,560 | 2.0K | Q2 2026 |
| Drake & Associates, LLC$525M AUM | 0.10% | $507,508 | 5.5K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.10% | $904,558 | 9.8K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.10% | $7M | 78.7K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.10% | $18M | 197.3K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.10% | $51M | 554.6K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.09% | $345M | 3.73M | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.09% | $551,208 | 6.0K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.09% | $11M | 121.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.09% | $67M | 724.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.09% | $814,000 | 8.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.09% | $110,758 | 1.2K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.09% | $267,963 | 2.1K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.09% | $16M | 171.0K | Q1 2026OLDER |
| Alta Advisers Ltd$276M AUM | 0.09% | $255,578 | 2.8K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.09% | $739,131 | 5.8K | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.09% | $138M | 1.49M | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.09% | $2M | 19.7K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.09% | $540,153 | 5.8K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.09% | $358M | 3.87M | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.09% | $3M | 27.5K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.09% | $571,678 | 54.3K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.09% | $2.6B | 28.51M | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.09% | $248,332 | 1.9K | Q4 2025OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.09% | $32M | 340.7K | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.09% | $4M | 41.5K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.09% | $439,805 | 3.5K | Q4 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.09% | $224,875 | 1.8K | Q4 2025OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.09% | $7M | 55.4K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.09% | $1.7B | 18.33M | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.09% | $1M | 11.4K | Q2 2026 |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.09% | $1M | 8.2K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.09% | $305,923 | 2.4K | Q3 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.09% | $83M | 902.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.09% | $1.4B | 15.41M | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.09% | $8M | 65.0K | Q4 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.09% | $57M | 615.0K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.09% | $17M | 179.3K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.09% | $902,985 | 9.8K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.09% | $541,745 | 4.3K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.09% | $12M | 132.5K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.09% | $234,040 | 1.8K | Q3 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.09% | $17M | 189.4K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.09% | $33M | 359.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $49M | 525.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.09% | $7M | 71.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.09% | $99M | 1.07M | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.08% | $50M | 536.1K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.08% | $282,293 | 2.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.08% | $97M | 1.05M | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 26.5K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.08% | $434,750 | 4.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.08% | $21M | 227.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.08% | $10M | 104.5K | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.08% | $4M | 43.0K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.08% | $1M | 13.2K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.08% | $993,598 | 7.6K | Q3 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.08% | $30M | 232.9K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.