SEC 13F Intelligence

KMBKIMBERLY-CLARK CORP

CUSIP 494368103 · Yahoo Finance ↗ · Google Finance ↗

Kimberly-Clark Corp (KMB) has 1,630 institutional holders in Filings Flow’s 13F database, together reporting 293.15M shares worth $27.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.

Institutional Holders
1,630
Q1 2026
Reported Value
$27.2B
Ticker
KMB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,321Q4 ’18Q1 ’19: 1,374Q2 ’19: 1,407Q2 ’19Q3 ’19: 1,416Q2 ’21: 1,515Q2 ’21Q4 ’21: 1,571Q4 ’22: 1,582Q4 ’22Q4 ’25: 1,646Q1 ’26: 1,630Q1 ’26Q2 ’26: 114filingsflow.com
Total reported value
Q4 ’18: $224.1BQ4 ’18Q1 ’19: $250.3BQ2 ’19: $269.7BQ2 ’19Q3 ’19: $344.5BQ2 ’21: $336.0BQ2 ’21Q4 ’21: $350.9BQ4 ’22: $16.7BQ4 ’22Q4 ’25: $27.6BQ1 ’26: $27.2BQ1 ’26Q2 ’26: $565Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sessa Capital IM, L.P.$5.5B AUM7.76%$427M4.43MQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM7.36%$12M125.5KQ1 2026OLDER
Holowesko Partners Ltd.$357M AUM6.70%$24M247.7KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM4.14%$30M307.9KQ1 2026OLDER
Clark & Stuart, Inc$148M AUM3.93%$6M59.7KQ1 2026OLDER
Heathbridge Capital Management Ltd.$275M AUM3.70%$10M105.5KQ1 2026OLDER
Patrick Mauro Investment Advisor, INC.$199M AUM3.62%$7M74.6KQ1 2026OLDER
AMERICAN FINANCIAL GROUP INC$270M AUM3.58%$10M100.0KQ1 2026OLDER
Signature Wealth Management Group$263M AUM2.91%$8M79.5KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM2.85%$26M270.4KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM2.52%$33M344.9KQ1 2026OLDER
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM2.48%$7M69.6KQ4 2025OLDER
SPRING CAPITAL MANAGEMENT, LLC$198M AUM2.29%$5M47.0KQ1 2026OLDER
HS Management Partners, LLC$286M AUM2.23%$6M66.0KQ1 2026OLDER
apricus wealth, LLC$205M AUM2.02%$4M42.9KQ1 2026OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM2.01%$88M875.5KQ4 2025OLDER
O'Domhnaill Enterprises, Inc.$124M AUM1.96%$2M25.2KQ1 2026OLDER
TOMS Capital Investment Management LP$3.8B AUM1.94%$92M915.0KQ4 2025OLDER
Sone Capital Management, LLC$1.2B AUM1.86%$23M227.3KQ4 2025OLDER
Pentwater Capital Management LP$19.3B AUM1.81%$345M3.42MQ4 2025OLDER
Wills Financial Group LLC$265M AUM1.69%$4M46.2KQ1 2026OLDER
Welch Group, LLC$2.7B AUM1.62%$43M447.1KQ1 2026OLDER
Kennon-Green & Company, LLC$122M AUM1.49%$2M18.9KQ1 2026OLDER
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM1.49%$3M27.9KQ2 2026
Allied Investment Advisors, LLC$697M AUM1.42%$10M102.5KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM1.42%$226M2.35MQ1 2026OLDER
Bulltick Wealth Management, LLC$453M AUM1.40%$6M64.9KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM1.40%$3M29.9KQ1 2026OLDER
Cornerstone Capital, Inc.$1.0B AUM1.39%$14M144.5KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM1.34%$43M447.4KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM1.31%$2M16.8KQ1 2026OLDER
Kinloch Capital, LLC$245M AUM1.29%$3M32.7KQ1 2026OLDER
Night Squared LP$681M AUM1.28%$9M90.6KQ1 2026OLDER
Kerusso Capital Management LLC$200M AUM1.28%$3M26.6KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM1.16%$39M389.3KQ1 2026OLDER
Savoir Faire Capital Management, L.P.$166M AUM1.13%$2M19.5KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM1.13%$43M443.5KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM1.11%$3M26.0KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.10%$1M11.9KQ1 2026OLDER
Range Financial Group LLC$298M AUM1.07%$3M33.0KQ1 2026OLDER
Dominguez Wealth Management Solutions, Inc.$181M AUM1.06%$2M17.4KQ2 2026
Patten Group, Inc.$575M AUM1.05%$6M62.4KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM1.03%$20M197.0KQ4 2025OLDER
Gilman Hill Asset Management, LLC$731M AUM1.03%$7M68.3KQ2 2026
NatWest Group plc$462M AUM1.03%$5M49.1KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM1.02%$10M103.0KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM0.99%$2M17.1KQ1 2026OLDER
Promethos Capital, LLC$372M AUM0.97%$4M29.1KQ3 2025OLDER
Adams Asset Advisors, LLC$891M AUM0.90%$8M83.2KQ1 2026OLDER
Sarasin & Partners LLP$8.5B AUM0.90%$77M699.7KQ2 2026
Guardian Wealth Management, Inc.$183M AUM0.90%$2M17.0KQ1 2026OLDER
TIG Advisors, LLC$2.2B AUM0.89%$19M190.8KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.89%$31M319.8KQ1 2026OLDER
Global Wealth Management Investment Advisory, Inc.$638M AUM0.88%$6M58.0KQ1 2026OLDER
Thrive Capital Management, LLC$456M AUM0.87%$4M41.3KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.86%$3M28.9KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.85%$3M35.6KQ1 2026OLDER
Columbus Macro, LLC$936M AUM0.84%$7M59.5KQ3 2025OLDER
New England Research & Management, Inc.$257M AUM0.84%$2M19.7KQ2 2026
Carolina Wealth Advisors, LLC$255M AUM0.84%$2M19.5KQ2 2026
ALLEN WEALTH MANAGEMENT, LLC$200M AUM0.83%$2M17.1KQ1 2026OLDER
PENN DAVIS MCFARLAND INC$1.0B AUM0.82%$8M87.1KQ1 2026OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM0.79%$11M110.8KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.77%$2M15.6KQ4 2025OLDER
Compass Rose Asset Management, LP$1.3B AUM0.76%$10M105.0KQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.75%$10M101.2KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.74%$5M36.4KQ3 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.74%$6M59.2KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.73%$27M278.9KQ1 2026OLDER
ADVOCATE GROUP LLC$639M AUM0.69%$4M45.9KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.69%$5M45.4KQ2 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM0.69%$1M10.6KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.67%$756,5187.8KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.66%$855,7308.9KQ1 2026OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.65%$5M42.1KQ3 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.62%$93M922.1KQ4 2025OLDER
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.62%$7M67.1KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.62%$7M67.9KQ1 2026OLDER
Strong Tower Advisory Services$531M AUM0.61%$3M33.5KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.61%$12M126.2KQ1 2026OLDER
DMKC Advisory Services, LLC$530M AUM0.61%$3M29.3KQ2 2026
Sky Investment Group LLC$583M AUM0.60%$4M36.6KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.60%$50M517.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.60%$7M71.2KQ4 2025OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.60%$45M468.8KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.59%$3M28.4KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.59%$27M284.0KQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM0.59%$18M187.2KQ1 2026OLDER
Peachtree Investment Partners, LLC$262M AUM0.59%$2M16.0KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.59%$14M143.2KQ4 2025OLDER
Alpha Omega Wealth Management LLC$617M AUM0.58%$4M37.4KQ1 2026OLDER
Mandatum Life Insurance Co Ltd$445M AUM0.57%$3M26.2KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.57%$2M18.8KQ4 2025OLDER
Lorne Steinberg Wealth Management Inc.$422M AUM0.56%$2M24.7KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.56%$33M342.6KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.56%$1M12.8KQ2 2026
SFE Investment Counsel$635M AUM0.56%$4M36.6KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM0.55%$1M12.1KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.54%$8M61.9KQ3 2025OLDER
Bell & Brown Wealth Advisors, LLC$311M AUM0.54%$2M16.7KQ1 2026OLDER
HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM0.54%$999,30210.2KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.54%$5M48.6KQ1 2026OLDER
III Capital Management$344M AUM0.54%$2M19.3KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.54%$3M26.7KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.53%$10M97.9KQ4 2025OLDER
Fluent Financial, LLC$280M AUM0.53%$1M13.5KQ2 2026
FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM0.53%$8M79.8KQ4 2025OLDER
Murphy Pohlad Asset Management LLC$279M AUM0.52%$1M15.1KQ1 2026OLDER
Shoker Investment Counsel, Inc.$337M AUM0.52%$2M18.1KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.52%$1M14.2KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.51%$1M13.0KQ1 2026OLDER
All Terrain Financial Advisors, LLC$425M AUM0.50%$2M22.2KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.50%$7M70.9KQ1 2026OLDER
Athena Investment Management$193M AUM0.50%$966,49710.0KQ1 2026OLDER
RBO & CO LLC$620M AUM0.50%$3M32.2KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.50%$849,2898.8KQ1 2026OLDER
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM0.50%$840,5438.7KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.49%$2M17.6KQ4 2025OLDER
OmniStar Financial Group, Inc.$193M AUM0.49%$813,0696.5KQ3 2025OLDER
SCHULHOFF & CO INC$243M AUM0.49%$1M12.3KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.48%$3M29.5KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.48%$2M21.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.47%$9M88.3KQ1 2026OLDER
Crescent Sterling, Ltd.$112M AUM0.47%$524,9084.8KQ2 2026
Lion Street Advisors, LLC$289M AUM0.47%$1M10.5KQ3 2025OLDER
Brindle & Bay Financial Advisors, LLC$163M AUM0.47%$764,2147.9KQ1 2026OLDER
Kerrisdale Advisers, LLC$263M AUM0.46%$1M12.6KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.46%$4M31.9KQ3 2025OLDER
Proactive Wealth Strategies LLC$532M AUM0.46%$2M25.3KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.46%$636,8956.6KQ1 2026OLDER
KWMG, LLC$1.4B AUM0.45%$6M57.1KQ2 2026
VARCOV Co.$268M AUM0.45%$1M12.5KQ1 2026OLDER
R.H. Dinel Investment Counsel, Inc.$124M AUM0.45%$557,1145.8KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM0.45%$2M19.2KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.45%$529,6205.5KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.45%$13M131.9KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM0.45%$2M23.1KQ1 2026OLDER
Thayer Partners, LLC / MA$210M AUM0.44%$931,2169.7KQ1 2026OLDER
Kagan Cocozza Asset Management$142M AUM0.44%$629,7566.5KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.44%$3M51.3KQ4 2025OLDER
Corsicana & Co.$158M AUM0.44%$689,1984.8KQ1 2026OLDER
Bell Bank$2.4B AUM0.43%$10M105.3KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.43%$943,5729.4KQ4 2025OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.43%$10M102.3KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.43%$879,5614.1KQ4 2025OLDER
ICW Investment Advisors LLC$277M AUM0.42%$1M9.4KQ3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.42%$41M317.7KQ2 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.42%$12M125.3KQ1 2026OLDER
Polaris Investment Advisors, LLC$156M AUM0.42%$654,5596.0KQ2 2026
ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM0.42%$655,9966.8KQ1 2026OLDER
Silver Lake Advisory, LLC$252M AUM0.42%$1M10.9KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.42%$11M96.4KQ2 2026
FEDERATED HERMES, INC.$61.5B AUM0.41%$255M2.64MQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.41%$3M35.8KQ1 2026OLDER
SATURNA CAPITAL CORP$7.1B AUM0.41%$29M301.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.40%$501M5.20MQ1 2026OLDER
PINKERTON WEALTH, LLC$1.1B AUM0.40%$4M43.8KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.40%$482,4014.0KQ3 2025OLDER
Bank & Trust Co$148M AUM0.40%$589,6256.1KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.39%$5M53.4KQ1 2026OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM0.39%$5M52.9KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.39%$16M161.0KQ1 2026OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.39%$1M11.5KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.39%$7M72.5KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.39%$6M64.3KQ4 2025OLDER
Railway Pension Investments Ltd$7.0B AUM0.38%$28M226.4KQ3 2025OLDER
Rockline Wealth Management, LLC$460M AUM0.38%$2M18.5KQ4 2025OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.38%$1M12.8KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.38%$1M12.7KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM0.37%$774,9438.0KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.37%$1M11.2KQ1 2026OLDER
Permanent Capital Management, LP$643M AUM0.37%$2M24.3KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.37%$6M59.8KQ4 2025OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.36%$13M135.8KQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.36%$794,7016.4KQ3 2025OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.35%$2M17.6KQ1 2026OLDER
KLCM Advisors, Inc.$1.2B AUM0.35%$4M43.6KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.35%$2M18.1KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.35%$543,3664.4KQ3 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.35%$2M12.6KQ3 2025OLDER
Sound Financial Strategies Group, LLC$147M AUM0.35%$496,2784.9KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.35%$5M50.7KQ1 2026OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM0.35%$692,1727.2KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.35%$469,3454.9KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.34%$57M567.7KQ4 2025OLDER
McMillan Office, Inc.$782M AUM0.34%$3M27.5KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.34%$9M91.8KQ1 2026OLDER
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM0.33%$2M16.1KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.33%$47M487.0KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.33%$1M10.9KQ1 2026OLDER
CATALYST FINANCIAL PARTNERS LLC$847M AUM0.33%$3M28.6KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.32%$32M314.6KQ4 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.32%$120M962.9KQ3 2025OLDER
Abbot Financial Management, Inc.$239M AUM0.32%$771,7608.0KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.32%$3M31.4KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.32%$3M28.1KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.32%$43M345.2KQ3 2025OLDER
BLODGETT WEALTH ADVISORS, LLC$126M AUM0.32%$400,5444.2KQ1 2026OLDER
COWA, LLC$371M AUM0.32%$1M12.2KQ1 2026OLDER
Ipsen Advisor Group LLC$143M AUM0.31%$447,0584.6KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.31%$1M14.8KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.31%$80M833.7KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM0.31%$1M15.2KQ1 2026OLDER
Union Heritage Capital, LLC$269M AUM0.30%$800,9908.3KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.29%$404,2094.2KQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM0.29%$379,7543.9KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.29%$768,5768.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.29%$9M87.1KQ4 2025OLDER
Garner Asset Management Corp$255M AUM0.29%$740,4887.7KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.29%$404,3064.2KQ1 2026OLDER
FinArc Investments, Inc.$104M AUM0.29%$297,0313.1KQ1 2026OLDER
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.28%$56M450.0KQ3 2025OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.28%$955,4399.9KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.28%$852,7958.8KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.28%$4M45.5KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.28%$5M42.3KQ3 2025OLDER
SHAYNE & JACOBS, LLC$337M AUM0.28%$953,3528.7KQ2 2026
Adalta Capital Management LLC$209M AUM0.28%$586,9896.0KQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.28%$1M14.5KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.28%$5M50.7KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.28%$2M19.3KQ4 2025OLDER
MOKAN Wealth Management Inc.$226M AUM0.28%$626,0706.5KQ1 2026OLDER
Carmignac Gestion$6.5B AUM0.28%$20M203.1KQ4 2025OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.28%$553,3135.7KQ1 2026OLDER
HOME FEDERAL BANK OF TENNESSEE$400M AUM0.27%$1M11.3KQ1 2026OLDER
BCS Wealth Management$490M AUM0.27%$1M13.7KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.27%$771,9036.2KQ3 2025OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.27%$1,65516.4KQ4 2025OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.27%$274,2652.8KQ1 2026OLDER
Alpha Wealth Funds, LLC$149M AUM0.26%$395,0474.1KQ1 2026OLDER
Ballast, Inc.$432M AUM0.26%$1M11.9KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.26%$279M2.94MQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.26%$53M549.4KQ1 2026OLDER
RIA Advisory Group LLC$421M AUM0.26%$1M10.6KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.25%$32M321.0KQ4 2025OLDER
Canvas Wealth Advisors, LLC$588M AUM0.25%$1M15.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.25%$214M2.22MQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.25%$606,8686.3KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.25%$4M30.0KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.25%$738M7.64MQ1 2026OLDER
Essex Bank$452M AUM0.25%$1M11.6KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.25%$607,5936.3KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.25%$29M302.3KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.24%$165M1.71MQ1 2026OLDER
WFA Asset Management Corp$184M AUM0.24%$446,6933.1KQ3 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.24%$2M24.8KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.24%$8M87.5KQ1 2026OLDER
SWS Partners$405M AUM0.24%$987,5119.7KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.24%$1M10.2KQ4 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.24%$3M31.0KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.24%$1M15.0KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.24%$391,8614.1KQ1 2026OLDER
Kenora Financial, LLC$286M AUM0.24%$671,9147.0KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.23%$4M40.1KQ2 2026
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.23%$7M72.2KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.23%$22M225.9KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.23%$506,2755.2KQ1 2026OLDER
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM0.23%$1M10.4KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.23%$1M11.7KQ3 2025OLDER
Argyle Capital Management, LLC$308M AUM0.23%$705,0037.3KQ1 2026OLDER
NCM Capital Management, LLC$279M AUM0.23%$633,2846.6KQ1 2026OLDER
Lewis Asset Management, LLC$245M AUM0.23%$554,3395.7KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.23%$1M14.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.23%$122M1.21MQ4 2025OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.23%$1M10.3KQ4 2025OLDER
LYNCH & ASSOCIATES/IN$533M AUM0.22%$1M12.3KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.22%$312,9533.2KQ1 2026OLDER
United Community Bank$300M AUM0.22%$664,0036.9KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.22%$279,7652.3KQ3 2025OLDER
LBP AM SA$7.3B AUM0.22%$16M167.7KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.22%$728,2527.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.22%$428M4.43MQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.22%$3M35.4KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.22%$7M75.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.22%$2M19.4KQ1 2026OLDER
Pollock Investment Advisors, LLC$136M AUM0.22%$276,2832.2KQ3 2025OLDER
Palisade Asset Management, LLC$996M AUM0.22%$2M22.3KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.21%$857,0978.9KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM0.21%$8M86.6KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.21%$302,6703.0KQ4 2025OLDER
Councilmark Asset Management, LLC$174M AUM0.21%$368,5153.8KQ1 2026OLDER
Reflection Asset Management$141M AUM0.21%$293,8932.9KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.21%$1M10.9KQ4 2025OLDER
Andrew Hill Investment Advisors, Inc.$112M AUM0.21%$231,6192.4KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.21%$541,2764.9KQ2 2026
Triodos Investment Management BV$1.3B AUM0.20%$3M28.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.20%$7M67.7KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.20%$568,0445.9KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.20%$301,3723.1KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.20%$2M19.2KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.20%$2M19.1KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.20%$16M162.1KQ4 2025OLDER
PURSUE WEALTH PARTNERS LLC$167M AUM0.20%$338,0003.5KQ1 2026OLDER
WESTBOURNE INVESTMENTS, INC.$210M AUM0.20%$433,8274.3KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.20%$4M45.3KQ1 2026OLDER
S&T BANK/PA$268M AUM0.20%$537,2425.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.20%$55M575.2KQ2 2026
Investors Research Corp$523M AUM0.20%$1M10.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.20%$127M1.32MQ1 2026OLDER
Core Wealth Partners LLC$215M AUM0.20%$421,3474.4KQ1 2026OLDER
Finer Wealth Management, Inc.$199M AUM0.19%$389,8063.1KQ3 2025OLDER
LMG Wealth Partners, LLC$549M AUM0.19%$1M11.0KQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.19%$428,8094.4KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.19%$404,3024.2KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.19%$44M458.9KQ1 2026OLDER
GLOBALT Investments LLC / GA$2.8B AUM0.19%$5M41.6KQ3 2025OLDER
First City Capital Management, Inc.$189M AUM0.19%$356,5533.7KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.19%$972,5357.7KQ3 2025OLDER
SUMMITRY LLC$2.8B AUM0.19%$5M55.2KQ1 2026OLDER
First Bank & Trust$680M AUM0.19%$1M11.6KQ2 2026
First County Bank /CT/$213M AUM0.19%$364,6892.9KQ3 2025OLDER
Orca Investment Management, LLC$118M AUM0.19%$218,7942.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.19%$41M426.3KQ1 2026OLDER
Legacy Private Trust Co.$1.6B AUM0.19%$3M31.2KQ1 2026OLDER
Grey Ledge Advisors, LLC$443M AUM0.18%$819,1228.5KQ1 2026OLDER
Challenger Wealth Management$125M AUM0.18%$235,2411.9KQ3 2025OLDER
Partnership Wealth Management, LLC$131M AUM0.18%$241,1752.5KQ1 2026OLDER
CERTIOR FINANCIAL GROUP, LLC$157M AUM0.18%$270,7802.7KQ4 2025OLDER
Sovereign Financial Group, Inc.$576M AUM0.18%$1M10.8KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.18%$219,2762.3KQ1 2026OLDER
Taylor Financial Group, Inc.$165M AUM0.18%$295,7773.1KQ1 2026OLDER
Code Waechter LLC$168M AUM0.18%$301,2763.1KQ1 2026OLDER
Sand Hill Global Advisors, LLC$3.0B AUM0.18%$5M40.8KQ3 2025OLDER
Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM0.18%$528,3825.4KQ1 2026OLDER
Joel Adams & Associates, Inc.$135M AUM0.18%$218,7141.8KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.18%$3M25.8KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM0.17%$266,0642.8KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.17%$2M19.8KQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM0.17%$2M21.7KQ1 2026OLDER
Nautilus Advisors LLC$146M AUM0.17%$246,9632.6KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.17%$2M24.7KQ1 2026OLDER
Wealth Science Advisors LLC$225M AUM0.17%$297,9283.0KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.17%$1M13.4KQ1 2026OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM0.17%$1M10.9KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM0.17%$398,0554.2KQ1 2026OLDER
RAHLFS CAPITAL, LLC$136M AUM0.17%$226,7052.4KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.17%$251,5282.3KQ2 2026
Birnam Oak Advisors, LP$441M AUM0.17%$737,8097.3KQ4 2025OLDER
XY Capital Ltd$101M AUM0.17%$262,3142.6KQ4 2025OLDER
First Affirmative Financial Network$258M AUM0.17%$425,6914.4KQ1 2026OLDER
Mengis Capital Management, Inc.$581M AUM0.17%$958,9119.9KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.16%$482,7365.0KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.16%$2M17.6KQ2 2026
denkapparat Operations GmbH$242M AUM0.16%$393,7914.1KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.16%$552,5805.7KQ1 2026OLDER
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM0.16%$239,3551.9KQ3 2025OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.16%$2M16.1KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.16%$1M10.4KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.16%$864M8.96MQ1 2026OLDER
W ADVISORS, LLC$195M AUM0.16%$314,6733.3KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.16%$422,7563.4KQ3 2025OLDER
Powers Advisory Group, LLC$284M AUM0.16%$450,7844.7KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM0.16%$207,6981.6KQ3 2025OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.16%$507,9054.6KQ2 2026
Jump Financial, LLC$7.5B AUM0.16%$13M127.5KQ4 2025OLDER
Aspire Private Capital, LLC$443M AUM0.16%$710,0987.0KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.16%$2M15.0KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.16%$2M21.8KQ4 2025OLDER
Beacon Financial Advisory LLC$443M AUM0.16%$690,9977.2KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.15%$2M16.7KQ1 2026OLDER
LifeSteps Financial, Inc.$158M AUM0.15%$243,5872.5KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.15%$2M19.1KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.15%$3M30.0KQ1 2026OLDER
Capital Management Associates, Inc$442M AUM0.15%$675,5797.0KQ1 2026OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.15%$274,9402.9KQ1 2026OLDER
TI-TRUST, INC$168M AUM0.15%$256,7072.7KQ1 2026OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.15%$215,9791.7KQ3 2025OLDER
WHITE PINE CAPITAL LLC$355M AUM0.15%$537,8055.6KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM0.15%$270,4402.2KQ3 2025OLDER
G&S Capital LLC$285M AUM0.15%$429,5814.5KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.15%$17M171.4KQ4 2025OLDER
Alta Wealth Advisors LLC$308M AUM0.15%$461,7104.8KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.15%$2M22.7KQ1 2026OLDER
Guardian Wealth Advisors, LLC$174M AUM0.15%$259,1952.1KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.15%$376,2193.7KQ4 2025OLDER
InvesTrust$238M AUM0.15%$399,5043.2KQ3 2025OLDER
Cottage Street Advisors LLC$231M AUM0.15%$337,0663.5KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.15%$358,0833.7KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.15%$2M20.7KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.14%$450,9014.7KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.14%$678,1686.2KQ2 2026
BLACKHILL CAPITAL INC$1.9B AUM0.14%$3M29.0KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.14%$311,8972.4KQ4 2025OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.14%$3M32.4KQ2 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.14%$2M19.6KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.14%$607,7616.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.14%$932M9.66MQ1 2026OLDER
Destination Wealth Management$3.9B AUM0.14%$5M56.6KQ1 2026OLDER
Simmons Bank$1.5B AUM0.14%$2M21.9KQ1 2026OLDER
111 Capital$406M AUM0.14%$571,6815.9KQ1 2026OLDER
Old North State Wealth Management, LLC$216M AUM0.14%$304,0513.2KQ1 2026OLDER
Southland Equity Partners LLC$513M AUM0.14%$720,6977.5KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.14%$46M481.3KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.14%$13M129.6KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.14%$356,1433.7KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.14%$1M15.2KQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.14%$5M50.1KQ4 2025OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.14%$518,0445.4KQ1 2026OLDER
Knott David M Jr$168M AUM0.14%$231,5282.4KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.14%$1M11.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$2M15.9KQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.14%$208,5702.2KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.13%$410,5713.3KQ3 2025OLDER
BROOKTREE CAPITAL MANAGEMENT$126M AUM0.13%$201,7802.0KQ4 2025OLDER
Rayburn West Financial Services LLC$170M AUM0.13%$225,8362.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.13%$51M531.4KQ1 2026OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.13%$293,0063.0KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.13%$607,7616.3KQ1 2026OLDER
SAGE PRIVATE WEALTH GROUP, LLC$199M AUM0.13%$260,8552.7KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.13%$10M104.8KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.13%$206,3352.0KQ4 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.13%$3M31.4KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.13%$566,9765.8KQ1 2026OLDER
J. R. Prunier Capital Management LLC$235M AUM0.13%$304,8453.2KQ2 2026
Qtron Investments LLC$738M AUM0.13%$955,8259.9KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.13%$505,7425.2KQ1 2026OLDER
MAD RIVER INVESTORS$278M AUM0.13%$282,4922.8KQ4 2025OLDER
JLB & ASSOCIATES INC$696M AUM0.13%$890,0329.2KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.13%$5M53.4KQ1 2026OLDER
San Luis Wealth Advisors LLC$604M AUM0.13%$706,0805.7KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.13%$32M326.9KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.13%$286,9983.0KQ1 2026OLDER
Manske Wealth Management$357M AUM0.13%$448,4144.6KQ1 2026OLDER
O'ROURKE & COMPANY, Inc$253M AUM0.13%$316,2453.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.13%$98M1.01MQ1 2026OLDER
Volterra Technologies LP$823M AUM0.13%$1M10.7KQ1 2026OLDER
Passumpsic Savings Bank$183M AUM0.12%$228,0112.3KQ4 2025OLDER
Bowman & Co S.C.$237M AUM0.12%$296,0172.9KQ4 2025OLDER
Avanza Fonder AB$3.6B AUM0.12%$4M46.6KQ1 2026OLDER
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM0.12%$1M14.4KQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.12%$213,8651.7KQ3 2025OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.12%$861,3818.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.12%$10M100.7KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.12%$1M11.3KQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.12%$247,7352.6KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM0.12%$317,5793.3KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.12%$47M486.5KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.12%$2M21.8KQ1 2026OLDER
Kapstone Financial Advisors LLC$204M AUM0.12%$257,5082.1KQ3 2025OLDER
UNION SAVINGS BANK$228M AUM0.12%$276,6742.9KQ1 2026OLDER
AMES NATIONAL CORP$167M AUM0.12%$203,2961.6KQ3 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.12%$18M191.0KQ1 2026OLDER
Wynn Capital, LLC$224M AUM0.12%$269,3762.5KQ2 2026
Ally Financial Inc.$804M AUM0.12%$964,70010.0KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.12%$166,9801.5KQ2 2026
SIG BROKERAGE, LP$3.8B AUM0.12%$5M47.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.12%$21M219.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.12%$12M92.9KQ3 2025OLDER
MQS Management LLC$148M AUM0.12%$203,7931.6KQ3 2025OLDER
Lebenthal Global Advisors, LLC$688M AUM0.12%$817,4878.5KQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.12%$496,8205.2KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.12%$300,2543.1KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.12%$644,9285.9KQ2 2026
BOYAR ASSET MANAGEMENT INC.$176M AUM0.12%$207,4102.1KQ1 2026OLDER
WEALTH EFFECTS LLC$282M AUM0.12%$332,9183.5KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.12%$20M208.6KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.12%$469,5194.9KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.12%$151,3351.5KQ4 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.12%$1M13.5KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.12%$409,4014.2KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.12%$2M20.0KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.12%$10M84.1KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.12%$38M395.1KQ1 2026OLDER
Capital Square, LLC$217M AUM0.12%$252,8102.6KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.12%$2M16.3KQ1 2026OLDER
HOGE FINANCIAL SERVICES, LLC$187M AUM0.12%$200,8441.6KQ3 2025OLDER
Abich Financial Wealth Management LLC$281M AUM0.12%$323,1602.6KQ3 2025OLDER
First Bancorp, Inc /ME/$201M AUM0.12%$216,1051.7KQ3 2025OLDER
Buck Wealth Strategies, LLC$810M AUM0.11%$838,4166.7KQ3 2025OLDER
RIDGECREST WEALTH PARTNERS, LLC$181M AUM0.11%$211,8692.1KQ4 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.11%$5M55.2KQ1 2026OLDER
Tudor Financial Inc.$196M AUM0.11%$223,0392.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.11%$114M1.18MQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM0.11%$254,8362.6KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.11%$230,0812.4KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.11%$1M10.9KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.11%$217,5951.8KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.11%$365,8143.8KQ1 2026OLDER
HALL CAPITAL MANAGEMENT CO INC$280M AUM0.11%$310,2513.2KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.11%$434,5974.5KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.11%$4M40.4KQ1 2026OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.11%$2M17.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.11%$61M629.0KQ1 2026OLDER
CMG Global Holdings, LLC$210M AUM0.11%$230,6602.4KQ1 2026OLDER
SHARIAPORTFOLIO, INC.$226M AUM0.11%$247,7352.6KQ2 2026
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.11%$216,2852.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.11%$10M100.9KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.11%$412,0614.1KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.11%$181M1.88MQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.11%$9M98.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.11%$9M95.8KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.11%$34M408.8KQ1 2026OLDER
Columbia Bank$350M AUM0.11%$378,0663.9KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.11%$3M25.2KQ4 2025OLDER
Outlook Wealth Advisors, LLC$413M AUM0.11%$443,1274.6KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.11%$388,1954.0KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.11%$339,1033.5KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.11%$1M10.0KQ4 2025OLDER
Candriam S.C.A.$20.1B AUM0.11%$21M211.1KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.11%$2M21.9KQ1 2026OLDER

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