LOWLOWES COS INC
CUSIP 548661107 · Yahoo Finance ↗ · Google Finance ↗
Lowes Cos Inc (LOW) has 2,666 institutional holders in Filings Flow’s 13F database, together reporting 434.57M shares worth $98.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Jpmorgan Chase & Co.
Institutional Holders
2,666
Q1 2026
Reported Value
$98.9B
Ticker
LOW
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hardin Capital Partners, LLC$215M AUM | 43.57% | $94M | 426.4K | Q2 2026 |
| Wealth Intelligence, LLC$208M AUM | 34.28% | $71M | 301.7K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 26.62% | $106M | 449.1K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 19.69% | $23M | 97.0K | Q1 2026OLDER |
| Courant Investment Management LLC$102M AUM | 11.54% | $12M | 50.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 9.67% | $329M | 1.39M | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 6.65% | $28M | 119.7K | Q1 2026OLDER |
| Emmett Investment Management, LP$131M AUM | 6.44% | $8M | 81.8K | Q3 2025OLDER |
| Consulta Ltd$2.0B AUM | 5.72% | $101M | 400.0K | Q3 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 4.88% | $53M | 226.4K | Q1 2026OLDER |
| Two Creeks Capital Management, LP$974M AUM | 4.76% | $58M | 240.8K | Q4 2025OLDER |
| JACKSON HILL ADVISORS, LLC$193M AUM | 4.63% | $10M | 39.0K | Q3 2025OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 4.50% | $68M | 289.1K | Q1 2026OLDER |
| Coho Partners, Ltd.$779M AUM | 4.39% | $34M | 136.0K | Q3 2025OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 4.10% | $20M | 83.7K | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 3.81% | $18M | 76.6K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 3.70% | $47M | 198.8K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 3.54% | $8M | 34.7K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 3.48% | $7M | 28.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 3.40% | $11M | 45.4K | Q1 2026OLDER |
| Unison Asset Management LLC$219M AUM | 3.39% | $7M | 31.4K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 3.36% | $28M | 120.0K | Q1 2026OLDER |
| Focused Investors LLC$3.1B AUM | 3.34% | $103M | 434.4K | Q1 2026OLDER |
| WAYCROSS PARTNERS, LLC$1.0B AUM | 3.16% | $33M | 140.0K | Q1 2026OLDER |
| Castlefield Investment Partners LLP$131M AUM | 3.04% | $4M | 16.8K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 3.04% | $86M | 364.8K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 3.01% | $10M | 42.7K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 2.99% | $37M | 156.0K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 2.93% | $7M | 28.9K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 2.89% | $9M | 39.2K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 2.84% | $3M | 12.5K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 2.83% | $8M | 35.7K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 2.81% | $35M | 146.4K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 2.80% | $40M | 168.4K | Q1 2026OLDER |
| Ironvine Capital Partners, LLC$910M AUM | 2.78% | $25M | 107.0K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 2.72% | $5M | 21.4K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 2.71% | $3M | 13.8K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 2.60% | $8M | 35.5K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 2.55% | $22M | 92.0K | Q1 2026OLDER |
| Mirova US LLC$8.8B AUM | 2.52% | $222M | 941.4K | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 2.50% | $3M | 13.5K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 2.49% | $18M | 75.7K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 2.42% | $5M | 21.0K | Q4 2025OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 2.42% | $16M | 69.3K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 2.42% | $5M | 22.5K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 2.40% | $41M | 175.2K | Q1 2026OLDER |
| Rule One Partners, LLC$101M AUM | 2.35% | $2M | 10.0K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 2.32% | $5M | 22.7K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 2.25% | $63M | 268.6K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 2.25% | $104M | 439.6K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 2.25% | $16M | 66.2K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.24% | $8M | 33.5K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 2.22% | $7M | 31.4K | Q1 2026OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 2.20% | $8M | 32.1K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.19% | $5M | 20.0K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 2.16% | $10M | 41.1K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 2.15% | $15M | 65.4K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 2.12% | $15M | 62.5K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 2.10% | $10M | 43.9K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 2.07% | $30M | 127.3K | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 2.05% | $4M | 17.4K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 2.04% | $10M | 43.3K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 2.03% | $13M | 54.6K | Q1 2026OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 1.99% | $4M | 18.6K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.98% | $4M | 15.1K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 1.94% | $4M | 18.9K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.94% | $7M | 31.1K | Q2 2026 |
| Tabor Asset Management, LP$249M AUM | 1.93% | $5M | 19.9K | Q4 2025OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.93% | $3M | 13.9K | Q4 2025OLDER |
| Timonier Family Office, LTD.$315M AUM | 1.92% | $6M | 25.1K | Q4 2025OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 1.90% | $25M | 106.6K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 1.87% | $15M | 61.8K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 1.86% | $4M | 18.9K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.83% | $5M | 21.4K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 1.80% | $293M | 1.24M | Q1 2026OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 1.80% | $40M | 157.5K | Q3 2025OLDER |
| Leibman Financial Services, Inc.$136M AUM | 1.76% | $2M | 10.2K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 1.76% | $3M | 13.6K | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 1.76% | $4M | 15.4K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.74% | $5M | 23.5K | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 1.74% | $189M | 801.6K | Q1 2026OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 1.73% | $50M | 210.9K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 1.73% | $23M | 97.8K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 1.72% | $4M | 18.8K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 1.72% | $4M | 17.4K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 1.71% | $5M | 23.2K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 1.71% | $6M | 25.1K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 1.68% | $5M | 20.7K | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 1.67% | $25M | 105.2K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 1.67% | $19M | 79.1K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.66% | $2M | 7.3K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.65% | $3M | 13.1K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 1.63% | $7M | 28.4K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.62% | $5M | 22.8K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.60% | $766M | 3.24M | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 1.60% | $32M | 134.9K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 1.60% | $3M | 11.5K | Q1 2026OLDER |
| Security National Bank$687M AUM | 1.58% | $11M | 45.8K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.57% | $17M | 71.7K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 1.55% | $46M | 193.2K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 1.53% | $2M | 8.3K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.53% | $3M | 11.8K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.53% | $36M | 151.4K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 1.53% | $37M | 156.7K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 1.51% | $5M | 19.7K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 1.51% | $2M | 7.6K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.50% | $7M | 28.5K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.49% | $145M | 614.7K | Q1 2026OLDER |
| LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM | 1.48% | $4M | 17.1K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.47% | $12M | 52.0K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 1.47% | $11M | 48.3K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 1.46% | $174M | 738.5K | Q1 2026OLDER |
| Sentinel Dome Partners, LLC$105M AUM | 1.46% | $2M | 6.5K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 1.45% | $2M | 10.4K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 1.44% | $5M | 20.3K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.44% | $4M | 16.2K | Q1 2026OLDER |
| PineStone Asset Management Inc.$14.2B AUM | 1.44% | $205M | 866.1K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 1.43% | $106M | 447.2K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 1.42% | $24M | 101.0K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 1.42% | $111M | 494.5K | Q1 2026OLDER |
| South Street Advisors LLC$690M AUM | 1.42% | $10M | 41.5K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 1.41% | $15M | 65.1K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 1.41% | $21M | 91.0K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 1.41% | $20M | 86.5K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 1.40% | $4M | 17.6K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 1.39% | $10M | 41.0K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 1.39% | $10M | 44.1K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 1.37% | $98M | 414.4K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.36% | $5M | 21.9K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 1.36% | $2M | 9.1K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 1.36% | $2M | 8.0K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 1.36% | $11M | 46.9K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 1.36% | $9M | 38.8K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.35% | $8M | 33.2K | Q1 2026OLDER |
| Hook Mill Capital Partners, LP$1.1B AUM | 1.34% | $15M | 64.3K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 1.31% | $8M | 32.5K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 1.31% | $31M | 132.5K | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 1.31% | $25M | 100.3K | Q3 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 1.30% | $15M | 63.9K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.30% | $3M | 11.5K | Q4 2025OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.28% | $12M | 51.8K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 1.28% | $5M | 19.1K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.28% | $6M | 25.7K | Q3 2025OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 1.28% | $9M | 38.7K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 1.27% | $2M | 10.3K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.27% | $1M | 6.1K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 1.25% | $3M | 13.0K | Q3 2025OLDER |
| Baker Chad R$530M AUM | 1.25% | $7M | 28.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 1.25% | $7M | 27.9K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 1.25% | $10M | 42.3K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 1.25% | $3M | 13.8K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.24% | $4M | 18.5K | Q1 2026OLDER |
| Hudson Canyon Capital Management$163M AUM | 1.22% | $2M | 8.4K | Q1 2026OLDER |
| Lionstone Capital Management LLC$413M AUM | 1.22% | $5M | 21.3K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 1.21% | $19M | 78.7K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 1.20% | $143M | 603.8K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.20% | $14M | 61.3K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 1.19% | $1M | 5.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.19% | $11M | 46.0K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 1.18% | $15M | 61.7K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 1.18% | $5M | 22.0K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.17% | $6M | 26.3K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.16% | $3M | 13.3K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 1.15% | $2M | 9.7K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 1.13% | $14M | 57.3K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 1.12% | $5M | 21.1K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.12% | $4M | 16.0K | Q3 2025OLDER |
| Roxbury Financial LLC$126M AUM | 1.11% | $1M | 6.4K | Q2 2026 |
| Juno Financial Group LLC$255M AUM | 1.10% | $3M | 11.9K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 1.10% | $5M | 20.4K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 1.09% | $31M | 132.6K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 1.09% | $13M | 55.3K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.08% | $20M | 83.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.07% | $26M | 106.7K | Q4 2025OLDER |
| Northern Financial Advisors Inc$137M AUM | 1.07% | $1M | 6.2K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.06% | $6M | 26.9K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.05% | $11M | 46.2K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.05% | $2M | 8.4K | Q2 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.05% | $8M | 33.9K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 1.05% | $4M | 16.4K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 1.05% | $6M | 26.7K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.04% | $2M | 6.6K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 1.04% | $2M | 8.6K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 1.04% | $17M | 69.9K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.03% | $124M | 523.8K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.02% | $2M | 7.5K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 1.02% | $3M | 12.5K | Q2 2026 |
| Richwood Investment Advisors, LLC$130M AUM | 1.02% | $1M | 5.6K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.01% | $2M | 7.4K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 1.01% | $11M | 51.3K | Q2 2026 |
| Kentucky Trust Co$191M AUM | 1.01% | $2M | 8.2K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 1.01% | $1M | 5.3K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.00% | $19M | 80.2K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 1.00% | $2M | 10.1K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 1.00% | $19M | 81.0K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.99% | $2M | 22.0K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.99% | $4M | 14.8K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.99% | $2M | 6.9K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.98% | $7M | 28.9K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.97% | $11M | 44.6K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.97% | $37M | 155.5K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.97% | $78M | 330.0K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 0.97% | $28M | 116.9K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.96% | $4M | 17.6K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.96% | $2M | 9.8K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.96% | $967,188 | 4.1K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.96% | $3M | 12.4K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.95% | $305M | 1.29M | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.95% | $2M | 10.2K | Q2 2026 |
| EMG Holdings, L.P.$397M AUM | 0.94% | $3M | 10.0K | Q3 2025OLDER |
| Cherokee Insurance Co$263M AUM | 0.94% | $2M | 10.5K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.94% | $11M | 47.6K | Q1 2026OLDER |
| United Bank$301M AUM | 0.94% | $3M | 11.9K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.94% | $5M | 21.8K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.93% | $1M | 5.6K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 0.93% | $2M | 8.1K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.93% | $15M | 62.5K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 0.93% | $2M | 7.5K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.92% | $178M | 754.4K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.92% | $3M | 11.7K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.92% | $331M | 1.40M | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.91% | $12M | 48.8K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 0.91% | $13M | 56.0K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.90% | $4M | 17.0K | Q4 2025OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.90% | $1M | 4.0K | Q4 2025OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.89% | $932,125 | 3.9K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.88% | $1M | 5.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.87% | $2M | 10.1K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.87% | $7M | 31.4K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.86% | $2M | 8.4K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.86% | $2M | 7.8K | Q1 2026OLDER |
| Steamboat Capital Partners, LLC$403M AUM | 0.86% | $3M | 14.6K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.85% | $2M | 6.6K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.85% | $4M | 16.1K | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 0.85% | $5M | 21.9K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.85% | $932,833 | 3.9K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.85% | $2M | 9.4K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.85% | $4M | 16.5K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 0.85% | $3M | 14.8K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.85% | $2M | 6.8K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.84% | $8M | 33.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.84% | $4M | 14.9K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.83% | $2M | 10.5K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.83% | $3M | 13.5K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.83% | $3M | 11.4K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.83% | $27M | 115.4K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.83% | $19M | 80.8K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.83% | $16M | 70.4K | Q2 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.83% | $30M | 126.6K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.83% | $3M | 11.3K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.82% | $2M | 9.5K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.82% | $2M | 10.2K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.82% | $6M | 24.6K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.82% | $52M | 219.7K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.81% | $2M | 6.5K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.80% | $3M | 11.6K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.79% | $5M | 23.1K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.79% | $1M | 4.9K | Q4 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.79% | $28M | 117.4K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.78% | $8M | 31.9K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.78% | $3M | 12.2K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.77% | $76M | 312.9K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.77% | $2M | 9.2K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.76% | $10M | 40.7K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.76% | $4M | 19.0K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.75% | $52M | 220.8K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.75% | $6M | 26.8K | Q1 2026OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 0.75% | $10M | 40.9K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.75% | $3M | 10.8K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.74% | $5M | 22.9K | Q2 2026 |
| Stone Summit Wealth LLC$359M AUM | 0.74% | $3M | 11.3K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.74% | $7M | 28.3K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.73% | $10M | 40.9K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.73% | $5M | 21.4K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 0.73% | $9M | 36.9K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.73% | $8M | 32.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.73% | $61M | 256.8K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.72% | $2M | 8.5K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.72% | $2M | 8.0K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 0.72% | $1M | 6.1K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.72% | $3M | 14.5K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.72% | $5M | 18.8K | Q1 2026OLDER |
| Broad Peak Investment Advisers Pte Ltd$493M AUM | 0.72% | $4M | 15.0K | Q1 2026OLDER |
| Whelan Financial$322M AUM | 0.72% | $2M | 9.8K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.72% | $1M | 4.5K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.71% | $96M | 381.6K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.71% | $36M | 153.6K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 0.71% | $3M | 11.8K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.71% | $1M | 5.3K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.71% | $2M | 9.1K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.70% | $16M | 69.1K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.70% | $4M | 15.8K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.70% | $3M | 12.4K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.70% | $2M | 8.8K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.69% | $3M | 12.9K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.69% | $3M | 12.0K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.69% | $1M | 4.7K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.69% | $3M | 12.8K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.68% | $2M | 8.3K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.68% | $13M | 56.0K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.68% | $25M | 105.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.68% | $125M | 529.5K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.68% | $1M | 4.3K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.68% | $5M | 21.9K | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.68% | $101M | 417.7K | Q4 2025OLDER |
| Cypress Capital, LLC$351M AUM | 0.67% | $2M | 10.0K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.67% | $825,704 | 3.5K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.67% | $17M | 71.1K | Q1 2026OLDER |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 0.67% | $40M | 170.6K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.67% | $1M | 5.7K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.66% | $43M | 192.9K | Q2 2026 |
| Nautilus Advisors LLC$146M AUM | 0.66% | $965,449 | 4.1K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.66% | $2M | 7.8K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.66% | $7M | 26.8K | Q3 2025OLDER |
| Lokken Investment Group LLC$291M AUM | 0.66% | $2M | 7.6K | Q3 2025OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.66% | $1M | 4.3K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.66% | $5M | 20.6K | Q3 2025OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.65% | $13M | 57.3K | Q2 2026 |
| Capital Square, LLC$217M AUM | 0.65% | $1M | 5.8K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.65% | $4M | 33.3K | Q2 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 0.64% | $716,637 | 3.0K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.64% | $40M | 167.7K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.64% | $19M | 79.5K | Q4 2025OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.64% | $1M | 5.9K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.64% | $1M | 4.6K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.63% | $7M | 31.0K | Q2 2026 |
| Aull & Monroe Investment Management Corp$215M AUM | 0.63% | $1M | 5.7K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.63% | $3M | 13.2K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.62% | $7M | 30.4K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.62% | $3M | 11.2K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.62% | $7M | 27.9K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.62% | $9M | 37.6K | Q4 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.62% | $1M | 5.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.61% | $127M | 536.9K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.61% | $2M | 6.7K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.61% | $8M | 34.1K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.61% | $23M | 95.8K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.61% | $2M | 7.9K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.61% | $5M | 20.2K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.60% | $5M | 22.3K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.60% | $3M | 11.9K | Q2 2026 |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.60% | $5M | 19.2K | Q1 2026OLDER |
| THREADGILL FINANCIAL, LLC$243M AUM | 0.60% | $1M | 6.1K | Q4 2025OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.60% | $7M | 30.4K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.60% | $1M | 5.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.60% | $74M | 311.8K | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.59% | $29M | 122.1K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.59% | $11M | 46.2K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.59% | $2M | 6.6K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.59% | $763,412 | 3.2K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.59% | $2M | 9.5K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 0.58% | $220M | 912.0K | Q4 2025OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.58% | $3M | 14.0K | Q2 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.58% | $19M | 80.8K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.58% | $1M | 5.7K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.58% | $785,205 | 3.6K | Q2 2026 |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.57% | $8M | 34.6K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.57% | $3M | 14.1K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.57% | $1M | 4.9K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.57% | $5M | 21.3K | Q2 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.57% | $20M | 84.3K | Q1 2026OLDER |
| JBGlobal.com LLC$114M AUM | 0.57% | $647,854 | 2.9K | Q2 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.57% | $9M | 37.4K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.56% | $15M | 62.8K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.56% | $2M | 8.6K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.56% | $3M | 13.1K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.56% | $5M | 21.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.56% | $39M | 163.7K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.56% | $46M | 196.5K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.56% | $5M | 19.8K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.56% | $1M | 6.0K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.55% | $3M | 11.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.55% | $8.6B | 37.11M | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 0.55% | $5M | 21.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.55% | $29M | 121.3K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.55% | $5M | 20.6K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.55% | $3M | 10.2K | Q3 2025OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.55% | $28M | 117.9K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.55% | $8M | 34.7K | Q2 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.54% | $856,042 | 3.6K | Q1 2026OLDER |
| JLB & ASSOCIATES INC$696M AUM | 0.54% | $4M | 16.0K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.54% | $3M | 12.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.54% | $958,795 | 4.1K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.54% | $1M | 4.9K | Q4 2025OLDER |
| Iowa State Bank$543M AUM | 0.54% | $3M | 12.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.54% | $3M | 12.6K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.54% | $3M | 13.0K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.53% | $3M | 13.6K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.53% | $7M | 30.3K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.53% | $3M | 12.5K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.53% | $3M | 10.6K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.53% | $890,067 | 3.8K | Q1 2026OLDER |
| Persium Advisors, LLC$127M AUM | 0.53% | $669,145 | 2.8K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.52% | $81M | 342.9K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 0.52% | $4M | 18.2K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.52% | $1M | 4.8K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.52% | $886,286 | 3.8K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.51% | $776,180 | 3.3K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.51% | $969,775 | 4.1K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.51% | $8M | 32.3K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.51% | $46M | 195.0K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.51% | $2M | 9.9K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 0.51% | $761,640 | 3.2K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.51% | $12M | 49.0K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.51% | $944,647 | 4.0K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.51% | $27M | 113.9K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.51% | $1M | 5.9K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.51% | $725,666 | 3.1K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.51% | $1M | 5.3K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.51% | $3M | 13.6K | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 0.51% | $758,931 | 3.2K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.51% | $658,953 | 2.8K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.51% | $5M | 20.9K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.50% | $7M | 31.4K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.50% | $1M | 6.3K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.50% | $1M | 5.2K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.50% | $1M | 5.0K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.50% | $9M | 39.8K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.50% | $2M | 7.0K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.50% | $348M | 1.47M | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.50% | $4M | 16.1K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.49% | $2M | 7.0K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.49% | $3M | 11.3K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.49% | $8M | 30.4K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.49% | $1M | 5.7K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.49% | $986,693 | 4.5K | Q2 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.49% | $5M | 19.7K | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.49% | $16M | 67.1K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.48% | $745,700 | 3.2K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.48% | $1M | 5.0K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.48% | $141M | 594.7K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.48% | $1M | 4.6K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.48% | $2M | 8.6K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.48% | $1.4B | 6.02M | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 0.48% | $1M | 4.0K | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 0.48% | $17M | 71.4K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.47% | $521,679 | 2.4K | Q2 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.47% | $2M | 10.3K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.47% | $5M | 19.7K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 0.47% | $35M | 137.5K | Q3 2025OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.47% | $2M | 10.3K | Q2 2026 |
| Lord & Richards Wealth Management, LLC$114M AUM | 0.47% | $542,023 | 2.2K | Q4 2025OLDER |
| EPG Wealth Management LLC$369M AUM | 0.46% | $2M | 7.2K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.46% | $1M | 4.5K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.46% | $9M | 39.3K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 0.46% | $862,707 | 3.7K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.46% | $4M | 15.4K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.46% | $1M | 4.5K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.46% | $466,653 | 2.0K | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.46% | $62M | 259.0K | Q4 2025OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.46% | $889,594 | 3.8K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.46% | $648,720 | 2.7K | Q4 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.45% | $1M | 4.5K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.45% | $533,993 | 2.3K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.45% | $5M | 20.2K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.45% | $1M | 5.8K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.45% | $2M | 8.5K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.45% | $2M | 6.5K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.45% | $2M | 7.9K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.44% | $2M | 8.0K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.44% | $763,963 | 3.5K | Q2 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.44% | $3M | 10.4K | Q3 2025OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.44% | $1M | 5.6K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.44% | $2M | 6.9K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.44% | $2M | 6.6K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.44% | $1M | 5.9K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.44% | $590,700 | 2.5K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.44% | $2M | 6.4K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 0.44% | $710,647 | 3.0K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.43% | $2M | 7.7K | Q2 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.43% | $3M | 13.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.43% | $38M | 160.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.43% | $28M | 128.1K | Q2 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.43% | $25M | 107.3K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.43% | $561,804 | 2.4K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.43% | $2M | 9.3K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 0.43% | $553,840 | 2.3K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.43% | $6M | 26.3K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.43% | $54M | 230.3K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.43% | $441,446 | 1.5K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.43% | $6M | 25.5K | Q2 2026 |
| Cadence Bank$1.7B AUM | 0.43% | $7M | 30.1K | Q4 2025OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 0.42% | $1M | 5.5K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.42% | $430,975 | 1.8K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.42% | $31M | 139.1K | Q2 2026 |
| BankPlus Trust Department$374M AUM | 0.42% | $2M | 6.7K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.42% | $1M | 4.5K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 0.42% | $752,902 | 3.1K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.42% | $2M | 7.8K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.42% | $10M | 43.9K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.42% | $577,941 | 2.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.42% | $3M | 12.9K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.41% | $27M | 113.0K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 0.41% | $459,565 | 1.9K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.41% | $3M | 12.0K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.41% | $658,062 | 2.8K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 0.41% | $920,881 | 4.2K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.41% | $68M | 286.7K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.41% | $809,731 | 3.4K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.41% | $979,144 | 4.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.