MARMARRIOTT INTL INC NEW
CUSIP 571903202 · Yahoo Finance ↗ · Google Finance ↗
Marriott Intl Inc New (MAR) has 1,622 institutional holders in Filings Flow’s 13F database, together reporting 157.35M shares worth $49.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,622
Q1 2026
Reported Value
$49.6B
Ticker
MAR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Family Office Research LLC$230M AUM | 23.89% | $55M | 168.1K | Q1 2026OLDER |
| Square Wave Capital, LLC$413M AUM | 16.95% | $70M | 214.2K | Q1 2026OLDER |
| Capco Asset Management, LLC$367M AUM | 15.64% | $57M | 175.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 13.75% | $197M | 532.0K | Q2 2026 |
| FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM | 8.90% | $392M | 1.20M | Q1 2026OLDER |
| Fundsmith LLP$12.8B AUM | 8.59% | $1.1B | 3.37M | Q1 2026OLDER |
| Positano Wealth Management Ltd$135M AUM | 7.58% | $10M | 31.3K | Q2 2026 |
| Columbus Hill Capital Management, L.P.$673M AUM | 5.94% | $40M | 122.2K | Q1 2026OLDER |
| Flat Footed LLC$920M AUM | 4.33% | $40M | 121.9K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 4.19% | $62M | 198.3K | Q4 2025OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 4.10% | $40M | 121.8K | Q1 2026OLDER |
| AltraVue Capital, LLC$1.2B AUM | 3.36% | $39M | 119.3K | Q1 2026OLDER |
| Land & Buildings Investment Management, LLC$591M AUM | 3.31% | $20M | 59.8K | Q1 2026OLDER |
| Headwater Capital Co Ltd$622M AUM | 3.19% | $13M | 50.0K | Q3 2025OLDER |
| Haven Capital Group, Inc.$108M AUM | 3.05% | $3M | 10.1K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 3.05% | $32M | 97.9K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 3.04% | $9M | 27.6K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 3.02% | $4M | 13.7K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 2.86% | $9M | 26.4K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.78% | $24M | 74.5K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 2.78% | $7M | 22.5K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 2.78% | $34M | 104.3K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 2.72% | $10M | 32.9K | Q4 2025OLDER |
| Junto Capital Management LP$4.7B AUM | 2.68% | $127M | 388.3K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 2.58% | $7M | 21.9K | Q1 2026OLDER |
| Crake Asset Management LLP$2.9B AUM | 2.54% | $65M | 209.0K | Q4 2025OLDER |
| Crystal Rock Capital Management$168M AUM | 2.54% | $4M | 13.1K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 2.38% | $6M | 18.7K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 2.02% | $2M | 6.7K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.98% | $4M | 11.0K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 1.97% | $14M | 39.0K | Q2 2026 |
| NS Partners Ltd$2.2B AUM | 1.96% | $44M | 133.6K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 1.91% | $5M | 14.7K | Q1 2026OLDER |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP$186M AUM | 1.84% | $3M | 10.5K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 1.81% | $6M | 17.2K | Q2 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 1.77% | $4M | 12.7K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.73% | $12M | 35.2K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 1.70% | $11M | 32.5K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 1.69% | $10M | 25.7K | Q2 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 1.66% | $19M | 57.0K | Q1 2026OLDER |
| Darwins River Capital, LP$187M AUM | 1.65% | $2M | 7.9K | Q4 2025OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 1.61% | $2M | 5.2K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 1.54% | $3M | 9.7K | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 1.54% | $9M | 26.2K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 1.53% | $28M | 86.0K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 1.52% | $519M | 1.59M | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 1.52% | $2M | 4.9K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 1.51% | $3M | 8.1K | Q1 2026OLDER |
| Shellback Capital, LP$703M AUM | 1.49% | $10M | 32.0K | Q1 2026OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 1.46% | $78M | 237.7K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.42% | $6M | 17.5K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.40% | $4M | 13.4K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.40% | $80M | 243.1K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 1.32% | $31M | 93.9K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 1.32% | $36M | 109.0K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 1.28% | $2M | 7.5K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 1.28% | $2M | 5.8K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 1.28% | $2M | 7.4K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 1.25% | $3M | 8.8K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 1.23% | $7M | 21.2K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 1.20% | $5M | 12.9K | Q2 2026 |
| Papamarkou Wellner Asset Management inc.$164M AUM | 1.20% | $2M | 6.0K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 1.19% | $7M | 22.9K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 1.17% | $25M | 76.5K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.14% | $3M | 7.8K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 1.14% | $19M | 59.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 1.13% | $12M | 36.2K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 1.13% | $3M | 8.5K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 1.11% | $2M | 6.4K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 1.09% | $17M | 53.3K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 1.08% | $10M | 30.1K | Q1 2026OLDER |
| First Pacific Advisors, LP$7.1B AUM | 1.07% | $76M | 232.8K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 1.03% | $17M | 49.9K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 1.02% | $11M | 29.7K | Q2 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 1.02% | $14M | 42.8K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 1.02% | $1M | 4.4K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 1.01% | $29M | 88.6K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 1.01% | $24M | 73.5K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.98% | $5M | 15.8K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.97% | $2M | 4.9K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.95% | $8M | 24.4K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.93% | $15M | 47.1K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.92% | $1M | 4.2K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.92% | $1M | 3.7K | Q2 2026 |
| Consolidated Investment Group LLC$922M AUM | 0.91% | $8M | 25.7K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.89% | $2M | 6.8K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.88% | $2M | 5.3K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.87% | $4M | 11.3K | Q1 2026OLDER |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 0.87% | $515M | 1.57M | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 0.86% | $6M | 18.7K | Q1 2026OLDER |
| PAR CAPITAL MANAGEMENT INC$3.5B AUM | 0.85% | $29M | 90.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.85% | $2M | 5.6K | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.83% | $26M | 99.2K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.82% | $3M | 9.8K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.82% | $12M | 37.9K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.82% | $3M | 8.2K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.81% | $1M | 3.5K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.81% | $12M | 35.3K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.80% | $2M | 5.3K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.80% | $3M | 8.8K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.79% | $2M | 7.5K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.78% | $2M | 4.8K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.76% | $2M | 5.6K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.76% | $2M | 5.2K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.76% | $5M | 20.4K | Q3 2025OLDER |
| EULAV Asset Management$3.1B AUM | 0.73% | $23M | 70.0K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.73% | $1M | 4.5K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.72% | $281M | 859.8K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 0.71% | $2M | 5.2K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 0.71% | $2M | 5.8K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.70% | $43M | 164.4K | Q3 2025OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.69% | $2M | 6.2K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.67% | $5M | 13.2K | Q2 2026 |
| SevenBridge Financial Group, LLC$640M AUM | 0.67% | $4M | 11.6K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.66% | $14M | 43.7K | Q1 2026OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.66% | $47M | 150.0K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.66% | $31M | 95.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.65% | $2M | 5.7K | Q2 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.63% | $4M | 10.8K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.59% | $729,278 | 2.2K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.58% | $4M | 11.7K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.57% | $1M | 3.5K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.57% | $718,293 | 2.8K | Q3 2025OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.56% | $1M | 4.0K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.56% | $13M | 39.5K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.56% | $4M | 10.9K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.55% | $8M | 24.6K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.54% | $42M | 127.8K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.54% | $26M | 78.0K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.53% | $4M | 11.9K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.53% | $16M | 78.8K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.53% | $1M | 3.4K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 0.53% | $613,124 | 1.9K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.52% | $902,703 | 2.8K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.52% | $1M | 3.3K | Q1 2026OLDER |
| Torrey Growth & Income Advisors$239M AUM | 0.52% | $1M | 3.8K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.52% | $3M | 8.4K | Q2 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.51% | $2M | 6.9K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.50% | $1M | 3.6K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.50% | $1M | 3.9K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 0.50% | $35M | 106.6K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.50% | $1M | 3.2K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.49% | $1M | 3.7K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 0.49% | $11M | 33.3K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.49% | $2M | 9.4K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.49% | $176M | 537.6K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.49% | $124M | 380.7K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.49% | $654,140 | 2.0K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.48% | $1M | 3.2K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.48% | $2M | 5.9K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.48% | $1M | 3.8K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 0.48% | $3M | 8.6K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.47% | $6M | 16.9K | Q1 2026OLDER |
| STF Management LP$107M AUM | 0.47% | $501,658 | 1.6K | Q4 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.47% | $1.4B | 4.27M | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.47% | $2M | 4.8K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.46% | $1M | 3.4K | Q2 2026 |
| Dorato Capital Management$135M AUM | 0.46% | $625,004 | 1.8K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.45% | $5M | 15.7K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.45% | $33M | 101.6K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.45% | $26M | 79.8K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.45% | $3M | 9.8K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.45% | $2M | 6.8K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 0.45% | $4M | 11.1K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.45% | $5M | 16.7K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.45% | $655,405 | 2.0K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.43% | $892,802 | 2.9K | Q4 2025OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.43% | $1M | 4.4K | Q1 2026OLDER |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 0.43% | $5M | 15.6K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.43% | $1M | 4.4K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.42% | $28M | 74.5K | Q2 2026 |
| GAM Holding AG$1.6B AUM | 0.42% | $7M | 21.3K | Q4 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.42% | $53M | 161.9K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 0.41% | $3M | 6.9K | Q2 2026 |
| Asset Planning,Inc$141M AUM | 0.41% | $578,914 | 1.8K | Q1 2026OLDER |
| Sone Capital Management, LLC$1.2B AUM | 0.41% | $5M | 14.8K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.41% | $2M | 7.1K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.41% | $1M | 2.9K | Q2 2026 |
| Genus Capital Management Inc.$873M AUM | 0.40% | $4M | 10.8K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.40% | $1M | 4.5K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.40% | $216M | 660.4K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.40% | $12M | 35.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.40% | $5M | 19.1K | Q3 2025OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.40% | $3M | 9.0K | Q4 2025OLDER |
| Kendall Capital Management$488M AUM | 0.39% | $2M | 5.8K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.38% | $646,825 | 2.0K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.38% | $1M | 3.3K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.38% | $2M | 5.3K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 0.38% | $739,870 | 2.3K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.38% | $1M | 2.7K | Q2 2026 |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.38% | $2M | 6.1K | Q2 2026 |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.38% | $633,709 | 2.0K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.38% | $4M | 11.1K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.37% | $10M | 30.8K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.37% | $5M | 15.7K | Q1 2026OLDER |
| Palmer Knight Co$205M AUM | 0.37% | $748,990 | 2.3K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.36% | $2M | 5.6K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.36% | $1M | 3.4K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.36% | $2M | 4.9K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.36% | $3M | 10.2K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 0.36% | $490,605 | 490.6K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.36% | $1.9B | 5.85M | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.36% | $403,916 | 1.1K | Q2 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.35% | $434,022 | 1.3K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.35% | $3M | 8.3K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.35% | $900,097 | 2.8K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.35% | $835,179 | 2.3K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.35% | $2M | 6.2K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.34% | $3M | 9.3K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.34% | $15M | 46.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.34% | $338M | 1.03M | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.33% | $710,794 | 2.2K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.33% | $52M | 160.1K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.33% | $2M | 5.4K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.33% | $2M | 4.7K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.33% | $3M | 10.5K | Q4 2025OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.32% | $2M | 4.3K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.32% | $2M | 6.9K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.32% | $1M | 3.4K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.32% | $646,944 | 2.0K | Q1 2026OLDER |
| Claar Advisors LLC$295M AUM | 0.32% | $1M | 3.5K | Q4 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.32% | $6M | 18.3K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.32% | $1M | 3.3K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.31% | $5M | 14.4K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.31% | $347,364 | 1.1K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.31% | $3M | 9.0K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.31% | $8M | 25.9K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.31% | $40M | 122.5K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.31% | $3M | 7.8K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.31% | $1M | 4.5K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.31% | $345,059 | 1.1K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.30% | $796,620 | 2.4K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.30% | $1M | 4.7K | Q3 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.30% | $18M | 55.0K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.30% | $99M | 303.7K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.30% | $7M | 21.1K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.30% | $369,916 | 1.1K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.30% | $1M | 3.4K | Q4 2025OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.29% | $2M | 4.8K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.29% | $530,508 | 1.6K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.29% | $1M | 3.4K | Q4 2025OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.29% | $58M | 177.3K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 0.29% | $686,680 | 2.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.29% | $73M | 222.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.29% | $2M | 4.9K | Q1 2026OLDER |
| 9823 Capital, L.P.$132M AUM | 0.29% | $419,134 | 1.4K | Q4 2025OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.29% | $4M | 11.7K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.29% | $731,485 | 2.2K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 0.28% | $956,353 | 2.9K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.28% | $427,940 | 1.3K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.28% | $730,803 | 2.0K | Q2 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.28% | $634,516 | 1.9K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.28% | $294,363 | 900 | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.28% | $17M | 52.3K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.28% | $838,206 | 2.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.28% | $2M | 7.3K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.28% | $34M | 105.4K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.28% | $1M | 3.4K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.27% | $21M | 56.7K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.27% | $6M | 19.6K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.27% | $434,336 | 1.4K | Q4 2025OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.27% | $3M | 8.4K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.27% | $3M | 8.3K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.27% | $678,670 | 2.1K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.27% | $248,812 | 802 | Q4 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.27% | $3M | 13.2K | Q3 2025OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.27% | $7M | 22.1K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.27% | $800,667 | 2.4K | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 0.27% | $382,345 | 1.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.26% | $66M | 202.2K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.26% | $1M | 3.4K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.26% | $751,243 | 2.3K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.26% | $395,755 | 1.2K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.26% | $2M | 5.0K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.26% | $2M | 6.0K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.26% | $884,804 | 2.9K | Q4 2025OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.26% | $31M | 93.8K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.26% | $281,934 | 862 | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 0.26% | $552,421 | 1.7K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.26% | $450,048 | 1.4K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 0.25% | $407,346 | 1.3K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.25% | $330,014 | 1.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.25% | $8M | 23.4K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.25% | $707,451 | 2.2K | Q1 2026OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 0.25% | $274,739 | 840 | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.24% | $11M | 34.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.24% | $2M | 4.7K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.24% | $334,592 | 1.0K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.24% | $383,146 | 1.2K | Q1 2026OLDER |
| Divergent Planning, LLC$392M AUM | 0.24% | $945,558 | 3.0K | Q4 2025OLDER |
| Field & Main Bank$344M AUM | 0.24% | $826,833 | 2.5K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.24% | $682,922 | 2.1K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.24% | $7M | 19.9K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.24% | $370,243 | 1.1K | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 0.24% | $3M | 9.8K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.24% | $1.0B | 3.08M | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.24% | $1M | 4.4K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.24% | $644,982 | 2.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.23% | $10M | 29.7K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.23% | $5M | 14.2K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.23% | $12M | 37.1K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.23% | $3M | 9.0K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.23% | $426,575 | 1.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.23% | $17M | 52.6K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 0.23% | $470,981 | 1.4K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.23% | $256M | 782.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.22% | $7M | 22.3K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.22% | $457,898 | 1.4K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.22% | $297,307 | 909 | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 0.22% | $228,949 | 700 | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 0.22% | $236,472 | 723 | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.22% | $1M | 4.0K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.22% | $31M | 94.3K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.22% | $745,393 | 2.3K | Q2 2026 |
| S Harris Financial Group, LLC$110M AUM | 0.21% | $235,294 | 719 | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.21% | $678,861 | 2.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.21% | $1.4B | 4.27M | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.21% | $1M | 3.3K | Q2 2026 |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 0.21% | $693,100 | 2.1K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.21% | $766,595 | 2.3K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.21% | $5M | 14.9K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.21% | $249,616 | 763 | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.21% | $50M | 153.2K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.21% | $814,404 | 2.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.21% | $1M | 3.1K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.21% | $273,475 | 836 | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.21% | $288,149 | 881 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.21% | $50M | 152.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.21% | $398M | 1.21M | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.21% | $601,304 | 2.3K | Q3 2025OLDER |
| Stiles Financial Services Inc$327M AUM | 0.21% | $675,263 | 2.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.21% | $128M | 392.3K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.21% | $4M | 11.0K | Q1 2026OLDER |
| Orbis Allan Gray Ltd$23.7B AUM | 0.21% | $49M | 148.7K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.20% | $2M | 6.6K | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.20% | $143M | 436.3K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 0.20% | $1M | 3.6K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.20% | $1M | 3.8K | Q2 2026 |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.20% | $852,147 | 2.6K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.20% | $210,307 | 643 | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.20% | $292,728 | 895 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.20% | $14M | 43.3K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.20% | $443,834 | 1.4K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.20% | $624,050 | 1.9K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.20% | $794,781 | 2.4K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.20% | $297,961 | 911 | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.19% | $408,390 | 1.1K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.19% | $14M | 42.7K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.19% | $2M | 7.6K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.19% | $556,338 | 2.1K | Q3 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.19% | $7M | 20.7K | Q1 2026OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 0.19% | $409,165 | 1.3K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.19% | $36M | 110.0K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.19% | $288,803 | 883 | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.19% | $2M | 5.1K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.19% | $17M | 50.9K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.19% | $181M | 552.8K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.19% | $461,966 | 1.4K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.19% | $5,062 | 19.4K | Q3 2025OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.19% | $420,612 | 1.3K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.18% | $2M | 7.5K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.18% | $48M | 147.8K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.18% | $520,695 | 1.6K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.18% | $337,541 | 1.1K | Q4 2025OLDER |
| Carson Advisory Inc.$193M AUM | 0.18% | $348,330 | 1.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.18% | $3M | 10.1K | Q3 2025OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.18% | $1M | 4.3K | Q3 2025OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.18% | $396,650 | 1.5K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.18% | $744,738 | 2.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.18% | $121M | 368.9K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.18% | $15M | 46.9K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.18% | $365,337 | 1.1K | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.18% | $35M | 113.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.18% | $7M | 20.6K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.17% | $653,159 | 2.0K | Q1 2026OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.17% | $1M | 4.4K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.17% | $2M | 5.5K | Q2 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.17% | $552,778 | 1.7K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.17% | $6M | 18.8K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.17% | $745,065 | 2.3K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.17% | $915,796 | 2.8K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.17% | $271,427 | 830 | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.17% | $2,748 | 8.9K | Q4 2025OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.17% | $2M | 4.9K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.17% | $134M | 360.4K | Q2 2026 |
| Kessler Investment Group, LLC$211M AUM | 0.17% | $351,600 | 1.1K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.17% | $2M | 7.4K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.17% | $782,737 | 2.4K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.16% | $9M | 28.6K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.16% | $2M | 7.6K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 0.16% | $315,002 | 850 | Q2 2026 |
| PCM Encore, LLC$486M AUM | 0.16% | $781,579 | 2.4K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.16% | $2M | 4.6K | Q1 2026OLDER |
| E Fund Management Co., Ltd.$3.4B AUM | 0.16% | $5M | 16.4K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.16% | $572,564 | 1.8K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.16% | $7M | 25.3K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.16% | $5M | 16.2K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.16% | $149M | 457.1K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.16% | $784,968 | 2.4K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.16% | $212,825 | 686 | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.16% | $7M | 21.2K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.16% | $279,309 | 900 | Q4 2025OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.16% | $860,194 | 2.6K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.15% | $642,693 | 2.0K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.15% | $445,820 | 1.2K | Q2 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.15% | $1M | 3.6K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.15% | $3M | 10.6K | Q4 2025OLDER |
| Income Insurance Ltd$147M AUM | 0.15% | $224,370 | 686 | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.15% | $2M | 5.3K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.15% | $161,900 | 495 | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.15% | $201M | 613.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.15% | $4M | 11.3K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.15% | $906,592 | 3.5K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.15% | $821,927 | 2.5K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.15% | $2M | 7.3K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.15% | $360,740 | 1.1K | Q1 2026OLDER |
| Hartford Funds Management Co LLC$1.2B AUM | 0.15% | $2M | 5.3K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.15% | $2M | 5.5K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.15% | $1M | 3.1K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.15% | $1M | 4.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.15% | $650,216 | 2.0K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 0.15% | $221,426 | 677 | Q1 2026OLDER |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 0.15% | $673,733 | 1.8K | Q2 2026 |
| Shore Point Advisors, LLC$253M AUM | 0.15% | $373,513 | 1.1K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.15% | $870,006 | 2.7K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.15% | $654,507 | 2.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.15% | $8M | 23.5K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.15% | $361,412 | 1.1K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.15% | $2M | 4.7K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.15% | $2M | 7.6K | Q4 2025OLDER |
| Fulcrum Capital LLC$461M AUM | 0.14% | $667,223 | 2.0K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.14% | $452,905 | 1.7K | Q3 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.14% | $252,498 | 772 | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 0.14% | $800,519 | 2.4K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.14% | $7M | 20.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.14% | $4M | 11.6K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.14% | $425M | 1.30M | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 0.14% | $236,704 | 724 | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.14% | $493,222 | 1.5K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.14% | $396,082 | 1.2K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.14% | $44M | 153.5K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.14% | $3M | 9.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.14% | $18M | 54.2K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.14% | $772,909 | 2.4K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.14% | $2M | 6.2K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.14% | $399,380 | 1.2K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.14% | $1M | 3.4K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 0.14% | $552,901 | 1.7K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.14% | $1M | 3.4K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.14% | $820,646 | 3.2K | Q3 2025OLDER |
| PFW Advisors LLC$318M AUM | 0.14% | $429,407 | 1.3K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.13% | $4M | 12.2K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.13% | $208,017 | 636 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.13% | $36M | 110.5K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.13% | $552,814 | 1.7K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.13% | $2M | 6.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.13% | $103M | 314.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.13% | $493,558 | 1.5K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.13% | $720,535 | 2.2K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.13% | $195,588 | 598 | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.13% | $3M | 8.6K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.13% | $203,597 | 611 | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.13% | $1M | 3.9K | Q1 2026OLDER |
| E Fund Management (Hong Kong) Co., Ltd.$220M AUM | 0.13% | $288,149 | 881 | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.13% | $248,246 | 759 | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 0.13% | $9M | 27.4K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.13% | $302,540 | 925 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.13% | $171M | 522.5K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.13% | $4M | 12.5K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.13% | $2M | 6.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.13% | $18M | 55.1K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.13% | $24M | 74.8K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.13% | $122M | 372.7K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.13% | $374,168 | 1.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.13% | $833,906 | 2.4K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.13% | $801,322 | 2.5K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.13% | $2M | 6.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.13% | $10M | 31.5K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.13% | $2M | 4.7K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.13% | $219M | 669.4K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.13% | $23M | 62.3K | Q2 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 0.13% | $655,284 | 2.0K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.13% | $15M | 46.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.13% | $16M | 48.9K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.13% | $23M | 69.9K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.12% | $4M | 10.9K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.12% | $219,961 | 709 | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.12% | $13M | 38.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.12% | $914,077 | 2.8K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.12% | $2M | 4.7K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.12% | $201,346 | 649 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.12% | $5M | 15.5K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.12% | $263,945 | 807 | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.12% | $409,151 | 1.6K | Q3 2025OLDER |
| Sunburst Financial Group, LLC$617M AUM | 0.12% | $757,486 | 2.0K | Q2 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.12% | $228,647 | 737 | Q4 2025OLDER |
| Taylor Securities Services, Inc.$214M AUM | 0.12% | $261,656 | 800 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.12% | $143M | 436.5K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.12% | $1M | 3.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.12% | $2.3B | 7.08M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.