SEC 13F Intelligence

LHXL3HARRIS TECHNOLOGIES INC

CUSIP 502431109 · Yahoo Finance ↗ · Google Finance ↗

L3harris Technologies Inc (LHX) has 1,710 institutional holders in Filings Flow’s 13F database, together reporting 164.02M shares worth $53.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,710
Q1 2026
Reported Value
$53.7B
Ticker
LHX
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 56Q2 ’19Q3 ’19: 928Q3 ’19Q2 ’21: 1,097Q2 ’21Q4 ’21: 1,138Q4 ’21Q4 ’22: 1,188Q4 ’22Q4 ’25: 1,589Q4 ’25Q1 ’26: 1,710Q1 ’26Q2 ’26: 145Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $4.5BQ2 ’19Q3 ’19: $212.0BQ3 ’19Q2 ’21: $196.1BQ2 ’21Q4 ’21: $163.8BQ4 ’21Q4 ’22: $15.5BQ4 ’22Q4 ’25: $46.1BQ4 ’25Q1 ’26: $53.7BQ1 ’26Q2 ’26: $2.0BQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SEVEN GRAND MANAGERS, LLC$1.5B AUM6.34%$95M275.0KQ1 2026OLDER
Kailix Advisors LLC$114M AUM5.04%$6M16.3KQ1 2026OLDER
FengHe Fund Management Pte. Ltd.$724M AUM4.86%$35M101.9KQ1 2026OLDER
M. Kraus & Co$343M AUM4.71%$16M46.8KQ1 2026OLDER
SPRING CAPITAL MANAGEMENT, LLC$198M AUM4.49%$9M25.7KQ1 2026OLDER
Candelo Capital Management LP$121M AUM4.48%$5M17.0KQ3 2025OLDER
Titan Wealth (CI) Ltd$232M AUM3.66%$8M24.5KQ1 2026OLDER
Stack Financial Management, Inc$1.4B AUM3.58%$49M141.4KQ1 2026OLDER
Focused Investors LLC$3.1B AUM3.53%$108M314.3KQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM3.51%$8M22.3KQ1 2026OLDER
Brookmont Capital Management$179M AUM3.34%$6M17.3KQ1 2026OLDER
Crystal Rock Capital Management$168M AUM3.17%$5M15.5KQ1 2026OLDER
Reliant Investment Management, LLC$207M AUM3.12%$6M18.7KQ1 2026OLDER
Clayton Partners LLC$138M AUM3.09%$4M12.3KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM3.06%$37M107.4KQ1 2026OLDER
Martin Investment Management, LLC$334M AUM3.05%$10M29.5KQ1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM2.84%$6M18.4KQ1 2026OLDER
Rench Wealth Management, Inc.$332M AUM2.82%$9M27.2KQ1 2026OLDER
Glass Wealth Management Co LLC$258M AUM2.73%$7M20.4KQ1 2026OLDER
Brick & Kyle, Associates$303M AUM2.58%$8M22.6KQ2 2026
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM2.54%$11M30.7KQ1 2026OLDER
SMA Capital LLC$232M AUM2.53%$5M18.0KQ4 2025OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM2.39%$17M48.2KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM2.39%$25M73.0KQ1 2026OLDER
Axecap Investments, LLC$145M AUM2.39%$3M10.1KQ1 2026OLDER
Game Creek Capital, LP$301M AUM2.35%$7M20.5KQ1 2026OLDER
SKBA CAPITAL MANAGEMENT LLC$728M AUM2.31%$17M48.7KQ1 2026OLDER
Eos Management, L.P.$233M AUM2.29%$5M15.5KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM2.27%$4M11.0KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM2.22%$5M14.2KQ1 2026OLDER
Tribune Investment Group LP$261M AUM2.22%$5M15.0KQ3 2025OLDER
COLRAIN CAPITAL LLC$259M AUM2.16%$4M13.4KQ4 2025OLDER
CAMDEN NATIONAL BANK$739M AUM2.16%$16M46.2KQ1 2026OLDER
RPG Investment Advisory, LLC$829M AUM2.05%$17M49.2KQ1 2026OLDER
Safe Harbor Fiduciary, LLC$105M AUM2.02%$2M6.1KQ1 2026OLDER
ELLERSON GROUP INC /ADV$153M AUM2.00%$3M8.8KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM1.99%$24M69.6KQ1 2026OLDER
Themes Management Co LLC$162M AUM1.97%$3M9.2KQ1 2026OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM1.88%$141M407.9KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM1.86%$129M374.1KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM1.84%$3M11.6KQ2 2026
CLOUGH CAPITAL PARTNERS L P$1.0B AUM1.82%$21M68.0KQ3 2025OLDER
NovaPoint Capital, LLC$399M AUM1.75%$7M20.3KQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM1.73%$12M34.0KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM1.73%$9M25.2KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM1.73%$10M29.1KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM1.72%$17M49.5KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM1.72%$4M11.2KQ2 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM1.67%$2M5.6KQ1 2026OLDER
Somerset Trust Co$354M AUM1.67%$6M20.3KQ2 2026
Mill Capital Management, LLC$1.3B AUM1.63%$21M62.1KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM1.60%$31M89.9KQ1 2026OLDER
Parrish Capital LLC$112M AUM1.60%$2M5.2KQ1 2026OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM1.55%$25M71.7KQ1 2026OLDER
SGL Investment Advisors, Inc.$266M AUM1.52%$4M13.4KQ1 2026OLDER
GENERAL AMERICAN INVESTORS CO INC$1.5B AUM1.49%$23M65.8KQ1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM1.49%$61M175.7KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM1.48%$42M120.6KQ1 2026OLDER
HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM1.46%$3M7.8KQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM1.46%$8M24.1KQ1 2026OLDER
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM1.44%$3M8.3KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.44%$12M34.7KQ1 2026OLDER
Senator Investment Group LP$2.2B AUM1.43%$31M90.0KQ1 2026OLDER
Spectrum Asset Management, Inc. (NB/CA)$315M AUM1.40%$4M12.7KQ1 2026OLDER
Gladstone Capital Management LLP$996M AUM1.38%$14M39.8KQ1 2026OLDER
Cornerstone Select Advisors, LLC$160M AUM1.36%$2M6.3KQ1 2026OLDER
Paloma Partners Management Co$510M AUM1.35%$7M20.0KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM1.35%$2M5.5KQ1 2026OLDER
Core Alternative Capital$339M AUM1.33%$5M13.1KQ1 2026OLDER
Covea Finance$2.9B AUM1.33%$38M110.2KQ1 2026OLDER
Barbara Oil Co.$259M AUM1.33%$3M10.0KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM1.32%$295M854.3KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM1.30%$5M15.1KQ1 2026OLDER
SFE Investment Counsel$635M AUM1.29%$8M23.7KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM1.29%$2M6.4KQ1 2026OLDER
Elk River Wealth Management LLC$602M AUM1.28%$8M22.3KQ1 2026OLDER
BOURNE LENT ASSET MANAGEMENT INC$272M AUM1.26%$3M9.9KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM1.25%$11M31.9KQ1 2026OLDER
Harvest Investment Advisors, LLC$176M AUM1.24%$2M7.4KQ4 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM1.23%$197M570.4KQ1 2026OLDER
Sageworth Trust Co of South Dakota$126M AUM1.19%$2M4.4KQ1 2026OLDER
Narwhal Capital Management$1.4B AUM1.19%$16M46.7KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM1.18%$2M6.6KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM1.18%$58M168.7KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM1.16%$29M85.5KQ1 2026OLDER
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM1.15%$15M42.2KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM1.15%$13M44.2KQ2 2026
Appaloosa LP$5.9B AUM1.15%$68M198.0KQ1 2026OLDER
Dean Capital Management$241M AUM1.13%$3M7.9KQ1 2026OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM1.13%$4M12.5KQ2 2026
Soviero Asset Management, LP$200M AUM1.12%$2M8.0KQ4 2025OLDER
CONNING INC.$3.0B AUM1.11%$33M96.5KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM1.09%$3M8.6KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM1.08%$2M5.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM1.08%$127M366.6KQ1 2026OLDER
MATRIX ASSET ADVISORS INC/NY$1.1B AUM1.07%$12M40.7KQ4 2025OLDER
ICW Investment Advisors LLC$277M AUM1.05%$3M8.4KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM1.05%$135M389.7KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM1.04%$1M4.2KQ1 2026OLDER
SouthState Bank Corp$2.1B AUM1.04%$22M64.3KQ1 2026OLDER
Enhancing Capital LLC$135M AUM1.04%$1M4.0KQ1 2026OLDER
Columbus Macro, LLC$936M AUM1.03%$10M27.9KQ1 2026OLDER
Caldwell Investment Management Ltd.$255M AUM1.01%$3M7.6KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM1.01%$3M7.8KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM1.01%$4M12.4KQ1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM1.00%$1M3.9KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.99%$19M64.1KQ2 2026
Castle Hook Partners LP$23.4B AUM0.99%$233M674.1KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.98%$609M1.76MQ1 2026OLDER
WASHINGTON TRUST BANK$1.4B AUM0.98%$13M38.3KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.96%$3M9.2KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.95%$3M7.6KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.94%$10M28.8KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.91%$1M3.0KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.90%$6M18.5KQ1 2026OLDER
Strong Tower Advisory Services$531M AUM0.90%$5M13.9KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.90%$5M15.5KQ1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.89%$15M44.8KQ1 2026OLDER
Legacy Wealth Management, LLC / MS$390M AUM0.89%$3M12.0KQ2 2026
Mondrian Investment Partners LTD$6.7B AUM0.88%$59M171.3KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM0.88%$17M58.9KQ2 2026
Trifecta Capital Advisors, LLC$646M AUM0.87%$6M16.3KQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.86%$4M10.4KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.86%$2M4.9KQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.85%$963,6592.8KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.84%$15M43.2KQ1 2026OLDER
Lantern Wealth Advisors, LLC$195M AUM0.83%$2M4.7KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.83%$954M2.76MQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.82%$44M126.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.82%$783M2.27MQ1 2026OLDER
Dorato Capital Management$135M AUM0.80%$1M3.0KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.80%$23M65.4KQ1 2026OLDER
Meridian Financial Partners LLC$263M AUM0.79%$2M5.9KQ1 2026OLDER
SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM0.78%$828,7052.4KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.77%$1M3.1KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.76%$3M9.3KQ1 2026OLDER
Hancock Prospecting Pty Ltd$3.3B AUM0.73%$24M70.0KQ1 2026OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.72%$7M21.6KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.72%$3M7.8KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.71%$6M16.8KQ1 2026OLDER
Pflug Koory, LLC$218M AUM0.71%$2M4.5KQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$332M AUM0.71%$2M8.1KQ2 2026
CWC Advisors, LLC.$210M AUM0.70%$1M4.3KQ1 2026OLDER
LaFleur & Godfrey LLC$803M AUM0.69%$6M16.0KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM0.69%$1M3.4KQ1 2026OLDER
Union Square Park Capital Management, LLC$176M AUM0.69%$1M3.5KQ1 2026OLDER
Alternative Investment Advisors, LLC.$229M AUM0.69%$1M5.5KQ3 2025OLDER
Northstar Advisory Group, LLC$269M AUM0.68%$2M5.3KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.68%$1M4.2KQ1 2026OLDER
INDEPENDENT INVESTORS INC$504M AUM0.67%$3M9.7KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.66%$4M12.7KQ1 2026OLDER
IAM Advisory, LLC$446M AUM0.66%$3M8.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.66%$38M110.3KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.66%$2M5.2KQ1 2026OLDER
Alaethes Wealth, LLC$351M AUM0.65%$2M6.6KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.64%$10M27.5KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.64%$2M6.2KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.64%$6M16.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.64%$471M1.37MQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.64%$3M9.7KQ1 2026OLDER
CVFG LLC$804M AUM0.62%$5M14.5KQ1 2026OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM0.62%$3M8.3KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.62%$6M18.3KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.62%$48M138.1KQ1 2026OLDER
Bank OZK$283M AUM0.62%$2M5.1KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.61%$15M43.1KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.61%$8M23.4KQ1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.61%$4M10.7KQ1 2026OLDER
Victrix Investment Advisors$239M AUM0.61%$1M5.0KQ2 2026
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.60%$19M56.2KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.60%$3M7.3KQ1 2026OLDER
M3 Wealth Management, LLC$123M AUM0.60%$755,1812.6KQ4 2025OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.60%$22M64.7KQ1 2026OLDER
Vista Cima Wealth Management LLC$101M AUM0.60%$718,0192.4KQ3 2025OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.60%$42M122.5KQ1 2026OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.59%$1M3.1KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.59%$5M13.1KQ1 2026OLDER
Rezny Wealth Management, Inc.$464M AUM0.59%$3M7.8KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.58%$16M45.7KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.58%$4M12.0KQ3 2025OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.58%$685,1232.0KQ1 2026OLDER
BAXTER BROS INC$810M AUM0.56%$5M13.3KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.56%$26M89.3KQ2 2026
Polymer Capital Management (HK) LTD$1.2B AUM0.56%$4M13.4KQ3 2025OLDER
LOM Asset Management Ltd$348M AUM0.56%$2M5.7KQ1 2026OLDER
Athena Investment Management$193M AUM0.54%$1M3.0KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.54%$5M16.0KQ3 2025OLDER
Alamea Verwaltungs GmbH$135M AUM0.54%$729,3022.1KQ1 2026OLDER
Aljian Capital Management, LLC$487M AUM0.53%$3M7.4KQ1 2026OLDER
Foyston, Gordon & Payne Inc$434M AUM0.53%$2M6.6KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.52%$17M48.4KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.52%$3M10.1KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.52%$11M30.6KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.52%$1M21.9KQ1 2026OLDER
Capital World Investors$732.9B AUM0.52%$3.8B11.01MQ1 2026OLDER
Keeler Thomas Management LLC$236M AUM0.52%$1M3.5KQ1 2026OLDER
Bryant Woods Investment Advisors, LLC$272M AUM0.51%$1M4.0KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.50%$16M45.5KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.50%$102M351.5KQ2 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM0.50%$904,9852.6KQ1 2026OLDER
Mendel Money Management$239M AUM0.49%$1M3.4KQ1 2026OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.48%$5M13.1KQ1 2026OLDER
Chesapeake Wealth Management$326M AUM0.48%$2M4.6KQ1 2026OLDER
LBP AM SA$7.3B AUM0.48%$35M101.0KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.48%$554,4281.6KQ1 2026OLDER
Norman Fields, Gottscho Capital Management, LLC$330M AUM0.47%$2M5.4KQ2 2026
FIRST HORIZON CORP$2.4B AUM0.47%$11M32.7KQ1 2026OLDER
Donoghue Forlines LLC$361M AUM0.47%$2M5.2KQ4 2025OLDER
CogentBlue Wealth Advisors, LLC$149M AUM0.46%$684,1452.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.46%$18M61.2KQ2 2026
Second Half Financial Partners, LLC$222M AUM0.46%$1M2.9KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.45%$7M20.2KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.45%$44M126.7KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.45%$915,9383.1KQ4 2025OLDER
Rokos Capital Management LLP$13.2B AUM0.45%$60M172.7KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.45%$56M162.8KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.45%$2M7.2KQ1 2026OLDER
FIRST AMERICAN TRUST, FSB$1.5B AUM0.45%$7M19.3KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.45%$18M51.8KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.45%$40M114.9KQ1 2026OLDER
DOLIVER ADVISORS, LP$440M AUM0.44%$2M5.6KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.44%$4M10.2KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.44%$1M3.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.44%$888,4162.6KQ1 2026OLDER
SVB WEALTH LLC$1.5B AUM0.44%$7M19.2KQ1 2026OLDER
Financial Planning Hawaii, Inc.$170M AUM0.43%$722,3992.1KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.42%$14M41.2KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.42%$4M10.9KQ1 2026OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.42%$6M19.1KQ2 2026
McGuire Investment Group, LLC$885M AUM0.42%$4M10.8KQ1 2026OLDER
Crescent Sterling, Ltd.$112M AUM0.42%$467,8501.6KQ2 2026
Three Magnolias Financial Advisors, LLC$157M AUM0.42%$655,7851.9KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.41%$692,7152.0KQ1 2026OLDER
Taproot Management LP$530M AUM0.41%$3M8.7KQ4 2025OLDER
NORTHSTAR ASSET MANAGEMENT Co$445M AUM0.41%$2M5.3KQ1 2026OLDER
Stonebridge Financial Planning Group, LLC$272M AUM0.41%$1M3.2KQ1 2026OLDER
Cypress Capital Group$889M AUM0.41%$4M10.6KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.41%$39M113.7KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.41%$1M4.1KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.41%$94M273.7KQ1 2026OLDER
Talon Private Wealth, LLC$753M AUM0.41%$3M8.9KQ1 2026OLDER
PFW Advisors LLC$318M AUM0.41%$1M3.7KQ1 2026OLDER
Robinhood Asset Management, LLC$1.4B AUM0.40%$6M16.2KQ1 2026OLDER
BAHL & GAYNOR INC$19.8B AUM0.40%$80M231.2KQ1 2026OLDER
Columbia Bank$350M AUM0.40%$1M4.1KQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.40%$2M6.8KQ1 2026OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.40%$20M57.7KQ1 2026OLDER
Corient IA LLC$106M AUM0.40%$421,0831.2KQ1 2026OLDER
Newman Dignan & Sheerar, Inc.$523M AUM0.39%$2M7.1KQ2 2026
Maytus Capital Management, LLC$562M AUM0.39%$2M6.4KQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.39%$1M3.1KQ1 2026OLDER
BankPlus Wealth Management LLC$194M AUM0.39%$750,9992.2KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM0.39%$1M3.6KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.38%$1M3.4KQ4 2025OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.38%$701,3452.0KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.38%$6M16.0KQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.38%$1M4.0KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.38%$49M142.4KQ1 2026OLDER
Creegan & Nassoura Financial Group, LLC$154M AUM0.38%$582,7362.0KQ4 2025OLDER
Peachtree Investment Partners, LLC$262M AUM0.38%$988,1132.9KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.38%$3M8.0KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.38%$2M6.5KQ1 2026OLDER
Essex Bank$452M AUM0.37%$2M4.9KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.37%$646,4661.9KQ1 2026OLDER
HCR Wealth Advisors$1.1B AUM0.37%$4M14.0KQ2 2026
SummitTX Capital, L.P.$3.2B AUM0.36%$12M33.8KQ1 2026OLDER
TritonPoint Partners, LLC$272M AUM0.36%$990,0622.9KQ1 2026OLDER
Bellwether Advisors, LLC$590M AUM0.36%$2M6.2KQ1 2026OLDER
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.36%$2M6.2KQ2 2026
Empower Advisory Group, LLC$38.5B AUM0.36%$137M397.4KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.36%$671,3171.9KQ1 2026OLDER
Northstar Financial Companies, Inc.$126M AUM0.35%$445,0101.3KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.35%$945,0912.7KQ1 2026OLDER
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM0.35%$676,1492.0KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.35%$855,9722.5KQ1 2026OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.35%$6M17.2KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.35%$643,0141.9KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.34%$20M57.6KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.34%$1M3.5KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.34%$21M60.7KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.34%$552,2401.6KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM0.34%$922,7063.2KQ2 2026
Militia Capital Management LLC$454M AUM0.34%$2M4.4KQ2 2026
Marin Bay Wealth Advisors, LLC$166M AUM0.34%$560,1182.2KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.34%$10M28.5KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM0.33%$489,2671.6KQ3 2025OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.33%$17M49.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.33%$186M539.2KQ1 2026OLDER
Mattern Wealth Management LLC$513M AUM0.33%$2M4.9KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.33%$977,1202.8KQ1 2026OLDER
Keudell/Morrison Wealth Management$489M AUM0.33%$2M4.6KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$124M AUM0.33%$364,1331.1KQ1 2026OLDER
CONDOR CAPITAL MANAGEMENT$1.2B AUM0.32%$4M11.2KQ1 2026OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.32%$5M13.1KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.32%$2M4.6KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.32%$23M67.4KQ1 2026OLDER
RKL Wealth Management LLC$1.1B AUM0.32%$4M10.2KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM0.32%$1M4.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.31%$186M634.7KQ4 2025OLDER
Old West Investment Management, LLC$923M AUM0.31%$3M8.4KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.31%$3M10.0KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.31%$1M4.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.30%$1.6B4.64MQ2 2026
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.30%$10M27.7KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.30%$356,1831.2KQ3 2025OLDER
Gilbert & Cook, Inc.$774M AUM0.30%$2M6.7KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.30%$3M9.1KQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.29%$5M15.2KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.29%$1M3.9KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.29%$805,0262.8KQ2 2026
Whalen Wealth Management Inc.$187M AUM0.29%$542,9211.6KQ1 2026OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.29%$9M25.3KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.29%$212M615.1KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.28%$1.5B4.39MQ1 2026OLDER
Triangle Securities Wealth Management$504M AUM0.28%$1M4.9KQ2 2026
WealthShield Partners, LLC$898M AUM0.28%$3M7.4KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.28%$7M19.1KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.28%$1M3.8KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.28%$3M8.3KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.27%$273,704793Q1 2026OLDER
Onex Canada Asset Management Inc.$601M AUM0.27%$2M4.7KQ1 2026OLDER
R Squared Ltd$182M AUM0.27%$486,6621.4KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.26%$408,6581.2KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.26%$762,2962.2KQ1 2026OLDER
Tempo Wealth, LLC$573M AUM0.26%$2M4.4KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.26%$2M4.4KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.26%$15M43.8KQ1 2026OLDER
JACKSON SQUARE CAPITAL, LLC$477M AUM0.26%$1M3.6KQ1 2026OLDER
DIAMANT ASSET MANAGEMENT, INC.$137M AUM0.26%$357,230357.2KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.26%$2M6.1KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.26%$16M46.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.26%$68M196.2KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.26%$3M8.8KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.26%$25M72.0KQ1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.25%$4M12.7KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.25%$11M34.5KQ3 2025OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.25%$1M4.4KQ3 2025OLDER
Canandaigua National Trust Co of Florida$125M AUM0.25%$312,706906Q1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.25%$89M256.8KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.25%$494,2551.4KQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.25%$724,6602.1KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.25%$388,5561.1KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.25%$10M27.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.25%$5M15.4KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.25%$3M8.9KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.24%$600,5611.7KQ1 2026OLDER
&PARTNERS$20.2B AUM0.24%$49M141.3KQ1 2026OLDER
Greenfield Savings Bank$264M AUM0.24%$632,0332.2KQ2 2026
denkapparat Operations GmbH$242M AUM0.24%$578,4711.7KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.24%$893,2482.6KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.24%$149M431.1KQ1 2026OLDER
FIRST MERCHANTS CORP$2.6B AUM0.24%$6M18.1KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.24%$29M85.2KQ1 2026OLDER
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM0.23%$1M3.0KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.23%$997,1382.9KQ1 2026OLDER
Aspire Growth Partners LLC$146M AUM0.23%$339,191983Q1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.23%$314,432911Q1 2026OLDER
Forza Wealth Management, LLC$287M AUM0.23%$666,4851.9KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.23%$5M15.8KQ3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.23%$20M59.0KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.23%$11M31.5KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.23%$505,9791.4KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.23%$4M13.8KQ4 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.23%$2M7.1KQ2 2026
DMC Group, LLC$148M AUM0.23%$338,937982Q1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.23%$659,6881.9KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.23%$135M381.2KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.23%$1M3.6KQ4 2025OLDER
American National Bank of Texas$105M AUM0.22%$235,392682Q1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.22%$3M8.9KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.22%$1M4.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.22%$33M95.7KQ1 2026OLDER
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.22%$378,9751.1KQ1 2026OLDER
Kingsman Wealth Management, Inc.$178M AUM0.22%$395,0531.1KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.22%$2M6.2KQ1 2026OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM0.22%$4M10.3KQ1 2026OLDER
CPR Investments Inc.$150M AUM0.22%$323,373937Q1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.21%$322,5551.1KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.21%$230M666.5KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM0.21%$555,0271.9KQ2 2026
Gemmer Asset Management LLC$1.3B AUM0.21%$3M7.7KQ1 2026OLDER
JMN Financial LLC$102M AUM0.21%$214,338621Q1 2026OLDER
Titan Investment Solutions Ltd$781M AUM0.21%$2M4.7KQ1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.21%$544,1601.6KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.21%$2M7.1KQ4 2025OLDER
Schear Investment Advisers, LLC$227M AUM0.21%$465,9531.4KQ1 2026OLDER
Hilltop National Bank$468M AUM0.20%$956,3323.3KQ2 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.20%$2M5.8KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.20%$523,0621.8KQ2 2026
LEGACY SOLUTIONS, LLC$124M AUM0.20%$251,401865Q2 2026
Nalls Sherbakoff Group, LLC$148M AUM0.20%$298,996979Q1 2026OLDER
Brown Financial Advisors$264M AUM0.20%$545,1571.8KQ3 2025OLDER
Successful Portfolios LLC$181M AUM0.20%$362,1811.1KQ1 2026OLDER
Rydar Equities, Inc.$129M AUM0.20%$257,663747Q1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.20%$216M626.6KQ1 2026OLDER
FORTERIS WEALTH MANAGEMENT INC.$104M AUM0.20%$207,090600Q1 2026OLDER
Roan Capital Partners$121M AUM0.20%$238,284820Q2 2026
Disciplined Investors, L.L.C.$168M AUM0.20%$301,1121.0KQ4 2025OLDER
Riverbend Wealth Management, LLC$175M AUM0.20%$344,284997Q1 2026OLDER
Evelyn Partners Investment Management (Europe) Ltd$291M AUM0.20%$571,2231.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.20%$306M887.3KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.20%$2M5.0KQ3 2025OLDER
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM0.19%$1M4.2KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.19%$10M29.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.19%$187M540.4KQ1 2026OLDER
Phoenix Wealth Advisors$253M AUM0.19%$491,1481.4KQ1 2026OLDER
TICINO WEALTH$288M AUM0.19%$557,4961.4KQ1 2026OLDER
Rossmore Private Capital$1.1B AUM0.19%$2M6.4KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.19%$659,2371.9KQ1 2026OLDER
Covenant Asset Management, LLC$664M AUM0.19%$1M3.7KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.19%$13M38.3KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.19%$764,8522.2KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.19%$575,0201.7KQ1 2026OLDER
Raab & Moskowitz Asset Management LLC$450M AUM0.19%$857,0072.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.19%$1.0B2.99MQ1 2026OLDER
First Western Trust Bank$2.0B AUM0.19%$4M10.9KQ1 2026OLDER
WJ Wealth Management, LLC$214M AUM0.19%$403,1371.2KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.19%$2M5.6KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.19%$716,6442.1KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.19%$19M55.1KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.19%$615,0571.8KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM0.19%$319,643926Q1 2026OLDER
Gold Investment Management Ltd.$323M AUM0.19%$599,8711.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.18%$797M2.31MQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.18%$2M5.0KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.18%$8M24.5KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.18%$8M23.1KQ1 2026OLDER
Saiph Capital, LLC$264M AUM0.18%$480,4491.4KQ1 2026OLDER
Sarasin & Partners LLP$8.5B AUM0.18%$16M53.3KQ2 2026
Texas Bank & Trust Co$266M AUM0.18%$483,2101.4KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.18%$1M3.3KQ1 2026OLDER
Alpha Family Trust$206M AUM0.18%$372,7621.1KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.18%$458,9541.3KQ1 2026OLDER
Norway Savings Bank$239M AUM0.18%$430,0731.5KQ2 2026
ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM0.18%$8M24.1KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.18%$1M5.0KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.18%$346M1.00MQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.18%$1M2.9KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.18%$702,3562.4KQ2 2026
EPG Wealth Management LLC$369M AUM0.18%$647,6281.9KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.18%$8M22.2KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.18%$417,1871.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.17%$3.3B9.55MQ1 2026OLDER
Optimize Financial Inc$203M AUM0.17%$346,1191.2KQ4 2025OLDER
Veracity Capital LLC$280M AUM0.17%$487,2441.4KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.17%$17M47.9KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.17%$10M30.3KQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.17%$2M5.0KQ3 2025OLDER
WILLNER & HELLER, LLC$160M AUM0.17%$270,046929Q2 2026
Integrated Capital Management, LLC$237M AUM0.17%$400,4951.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.17%$209M606.4KQ1 2026OLDER
Odyssean, LLC$274M AUM0.17%$461,8111.3KQ1 2026OLDER
TRAN CAPITAL MANAGEMENT, L.P.$728M AUM0.17%$1M3.5KQ1 2026OLDER
Vantus Wealth LLC$136M AUM0.17%$225,168767Q4 2025OLDER
Synergy Asset Management, LLC$942M AUM0.17%$2M4.5KQ1 2026OLDER
Westchester Capital Management, LLC$2.2B AUM0.17%$4M10.6KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.16%$6M19.9KQ2 2026
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.16%$1M4.6KQ2 2026
Bridgefront Capital, LLC$402M AUM0.16%$653,0241.9KQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.16%$552,2401.6KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.16%$413,2201.4KQ3 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.16%$48M138.1KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.16%$478,7231.4KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.16%$306,214887Q1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.16%$992,9962.9KQ1 2026OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.16%$3M10.1KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.16%$512,3371.5KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.16%$769,2162.2KQ1 2026OLDER
Richard W. Paul & Associates, LLC$297M AUM0.16%$469,7851.4KQ1 2026OLDER
Balefire, LLC$613M AUM0.16%$964,1903.3KQ2 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.16%$13M37.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.16%$94M271.0KQ1 2026OLDER
MMA ASSET MANAGEMENT LLC$284M AUM0.16%$443,1731.3KQ1 2026OLDER
PBMares Wealth Management LLC$617M AUM0.16%$960,3943.1KQ3 2025OLDER
RAINIER FAMILY WEALTH INC$149M AUM0.15%$205,499700Q4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.15%$14M41.1KQ1 2026OLDER
Baldwin Investment Management, LLC$856M AUM0.15%$1M3.8KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.15%$336,176974Q1 2026OLDER
Register Financial Advisors LLC$271M AUM0.15%$404,9011.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.15%$1M3.75MQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.15%$122M354.0KQ1 2026OLDER
Stratos Investment Management, LLC$2.5B AUM0.15%$4M10.7KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.15%$644,3951.9KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.15%$3M8.3KQ1 2026OLDER
WEST BANCORPORATION INC$200M AUM0.15%$293,032849Q1 2026OLDER
FIL Ltd$128.7B AUM0.15%$188M544.8KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.15%$2M6.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.15%$37M106.2KQ1 2026OLDER
BUILDER INVESTMENT GROUP INC /ADV$461M AUM0.15%$669,5911.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.15%$13M37.0KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.14%$2M4.4KQ1 2026OLDER
Safeguard Investment Advisory Group, LLC$362M AUM0.14%$523,9671.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.14%$782,8002.3KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.14%$222,949730Q3 2025OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.14%$3M9.3KQ2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.14%$168M485.8KQ1 2026OLDER
Lebenthal Global Advisors, LLC$688M AUM0.14%$991,3162.9KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.14%$2M5.9KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.14%$688,2292.0KQ1 2026OLDER
BRIGHTON SECURITIES CORP.$233M AUM0.14%$332,5511.1KQ2 2026

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