MCDMCDONALDS CORP
CUSIP 580135101 · Yahoo Finance ↗ · Google Finance ↗
Mcdonalds Corp (MCD) has 3,542 institutional holders in Filings Flow’s 13F database, together reporting 526.64M shares worth $156.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
3,542
Q1 2026
Reported Value
$156.2B
Ticker
MCD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 52.19% | $1.3B | 4.33M | Q1 2026OLDER |
| Benchstone Capital Management LP$860M AUM | 6.77% | $50M | 163.3K | Q3 2025OLDER |
| RIT CAPITAL PARTNERS PLC$374M AUM | 5.61% | $21M | 67.5K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 5.59% | $154M | 494.6K | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 5.38% | $33M | 107.2K | Q1 2026OLDER |
| Pelham Capital Ltd.$128M AUM | 4.92% | $10M | 32.7K | Q3 2025OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 4.91% | $6M | 21.1K | Q4 2025OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 4.61% | $187M | 601.5K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 4.54% | $5M | 15.6K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 4.48% | $11M | 35.1K | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 4.17% | $8M | 26.7K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 4.17% | $17M | 53.3K | Q1 2026OLDER |
| Focused Investors LLC$3.1B AUM | 4.12% | $127M | 407.3K | Q1 2026OLDER |
| HS Management Partners, LLC$286M AUM | 3.88% | $11M | 35.7K | Q1 2026OLDER |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 3.84% | $7M | 22.7K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 3.81% | $6M | 20.2K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 3.71% | $14M | 44.2K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 3.67% | $665M | 2.14M | Q1 2026OLDER |
| Windle Wealth, LLC$237M AUM | 3.64% | $9M | 27.7K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 3.58% | $16M | 51.8K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 3.53% | $7M | 23.0K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 3.44% | $149M | 480.0K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 3.39% | $4M | 11.8K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 3.27% | $61M | 195.6K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 3.23% | $16M | 51.6K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 3.23% | $5M | 15.3K | Q1 2026OLDER |
| Cambridge Financial Group, Inc.$267M AUM | 3.15% | $8M | 27.1K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 3.15% | $1.1B | 3.63M | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 3.03% | $58M | 185.9K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 2.99% | $6M | 19.0K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 2.92% | $4M | 12.3K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 2.90% | $53M | 172.1K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 2.90% | $28M | 90.4K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 2.88% | $12M | 37.9K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 2.88% | $4M | 13.0K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 2.87% | $3M | 10.7K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 2.80% | $139M | 447.6K | Q1 2026OLDER |
| AlpenGlobal Capital LLC$157M AUM | 2.77% | $4M | 14.0K | Q1 2026OLDER |
| Anomaly Capital Management, LP$1.7B AUM | 2.76% | $77M | 251.6K | Q4 2025OLDER |
| Boit C F David$225M AUM | 2.73% | $6M | 19.8K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 2.71% | $5M | 14.6K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 2.70% | $12M | 38.7K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 2.67% | $46M | 149.0K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.67% | $6M | 19.2K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 2.61% | $48M | 155.0K | Q1 2026OLDER |
| GPM Growth Investors, Inc.$238M AUM | 2.61% | $6M | 19.9K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 2.58% | $4M | 13.2K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 2.51% | $67M | 215.1K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 2.49% | $68M | 220.0K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 2.45% | $5M | 16.7K | Q1 2026OLDER |
| JCP Investment Management, LLC$150M AUM | 2.44% | $4M | 11.8K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 2.44% | $346M | 1.11M | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 2.41% | $4M | 13.9K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 2.40% | $6M | 20.1K | Q1 2026OLDER |
| Savoir Faire Capital Management, L.P.$166M AUM | 2.37% | $4M | 12.6K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 2.33% | $10M | 32.8K | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 2.32% | $11M | 36.9K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 2.32% | $27M | 99.4K | Q2 2026 |
| OMC Financial Services LTD$258M AUM | 2.31% | $6M | 19.2K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 2.29% | $6M | 18.0K | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 2.28% | $3M | 9.0K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 2.27% | $2M | 7.7K | Q1 2026OLDER |
| Hook Mill Capital Partners, LP$1.1B AUM | 2.26% | $26M | 82.5K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.23% | $4M | 13.4K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 2.22% | $4M | 11.6K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 2.19% | $31M | 100.7K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 2.19% | $19M | 60.0K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 2.19% | $235M | 757.5K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 2.17% | $11M | 36.4K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 2.15% | $840M | 2.70M | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.13% | $33M | 104.9K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 2.12% | $66M | 211.2K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 2.09% | $3M | 9.2K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.08% | $3M | 10.2K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 2.04% | $9M | 29.7K | Q2 2026 |
| DLK Investment Management, LLC$253M AUM | 2.03% | $5M | 16.6K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.03% | $4M | 14.4K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.01% | $4M | 13.9K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 2.01% | $99M | 319.6K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 2.00% | $11M | 34.3K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 2.00% | $3M | 8.4K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 1.99% | $7M | 22.2K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 1.98% | $3M | 8.5K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.98% | $20M | 65.9K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.97% | $27M | 85.4K | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 1.97% | $4M | 13.1K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 1.97% | $73M | 235.7K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 1.97% | $13M | 40.3K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.96% | $6M | 19.0K | Q1 2026OLDER |
| Masterton Capital Management, LP$110M AUM | 1.93% | $3M | 9.1K | Q4 2025OLDER |
| Tabor Asset Management, LP$249M AUM | 1.92% | $5M | 15.4K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 1.91% | $33M | 106.1K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.90% | $4M | 12.8K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 1.89% | $3M | 2.60M | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 1.89% | $5M | 17.7K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 1.89% | $17M | 56.6K | Q3 2025OLDER |
| Nishkama Capital, LLC$1.6B AUM | 1.88% | $79M | 259.7K | Q3 2025OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 1.86% | $5M | 17.3K | Q3 2025OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 1.86% | $86M | 277.9K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 1.85% | $4M | 11.6K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 1.84% | $11M | 36.9K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 1.83% | $3M | 9.9K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 1.83% | $3M | 9.1K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 1.83% | $121M | 389.0K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.82% | $6M | 20.5K | Q1 2026OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 1.82% | $26M | 84.6K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 1.81% | $4M | 12.7K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.79% | $24M | 77.3K | Q4 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.77% | $25M | 80.8K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 1.77% | $2M | 6.4K | Q1 2026OLDER |
| WAYCROSS PARTNERS, LLC$1.0B AUM | 1.77% | $19M | 59.6K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.77% | $13M | 42.1K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 1.76% | $7M | 21.8K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 1.76% | $2M | 7.1K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 1.74% | $11M | 36.2K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 1.72% | $3M | 9.1K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.72% | $4M | 13.1K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 1.71% | $7M | 21.9K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 1.71% | $13M | 43.0K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.71% | $10M | 32.0K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.70% | $40M | 127.9K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 1.70% | $16M | 51.4K | Q1 2026OLDER |
| JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM | 1.69% | $86M | 276.3K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 1.69% | $6M | 19.2K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 1.69% | $4M | 12.3K | Q1 2026OLDER |
| HOERTKORN RICHARD CHARLES$122M AUM | 1.67% | $2M | 6.5K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 1.67% | $3M | 10.7K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 1.67% | $20M | 64.2K | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.64% | $4M | 12.6K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 1.64% | $5M | 16.6K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.63% | $8M | 25.0K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 1.63% | $36M | 117.1K | Q1 2026OLDER |
| DCM Advisors, LLC$220M AUM | 1.63% | $4M | 11.5K | Q1 2026OLDER |
| U S WEALTH GROUP, LLC.$152M AUM | 1.62% | $2M | 8.1K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.61% | $16M | 50.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 1.61% | $14M | 43.9K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 1.60% | $16M | 51.4K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 1.59% | $14M | 44.7K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.58% | $4M | 12.5K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.58% | $7M | 22.7K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 1.57% | $23M | 73.4K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.56% | $121M | 390.7K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 1.56% | $7M | 21.2K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.56% | $2M | 6.5K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.55% | $4M | 14.1K | Q4 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 1.55% | $3M | 10.9K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.55% | $6M | 18.9K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 1.55% | $2M | 7.7K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 1.53% | $12M | 38.5K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 1.53% | $17M | 54.9K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 1.52% | $6M | 17.7K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 1.51% | $4M | 11.7K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.51% | $7M | 23.9K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 1.49% | $9M | 28.2K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.49% | $3M | 11.2K | Q4 2025OLDER |
| Laurion Capital Management LP$2.3B AUM | 1.48% | $40M | 130.3K | Q4 2025OLDER |
| Henshaw Capital LLC$2.7B AUM | 1.48% | $40M | 128.5K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.47% | $5M | 16.0K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 1.46% | $8M | 30.3K | Q2 2026 |
| Somerset Trust Co$354M AUM | 1.45% | $5M | 19.0K | Q2 2026 |
| Symmetry Investments LP$913M AUM | 1.45% | $30M | 99.3K | Q3 2025OLDER |
| CULBERTSON A N & CO INC$771M AUM | 1.45% | $11M | 35.9K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 1.44% | $2M | 7.8K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.44% | $26M | 84.8K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 1.43% | $4M | 13.7K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.43% | $9M | 29.4K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 1.42% | $18M | 56.7K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.42% | $2M | 6.5K | Q4 2025OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 1.42% | $2M | 6.8K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.41% | $13M | 43.4K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.41% | $8M | 27.0K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.41% | $17M | 54.3K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 1.41% | $2M | 7.0K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 1.38% | $2M | 6.6K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.37% | $2M | 4.9K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 1.36% | $7M | 21.1K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 1.36% | $2M | 5.6K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 1.36% | $11M | 35.9K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.36% | $2M | 6.0K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.35% | $2M | 6.5K | Q3 2025OLDER |
| Finivi Inc.$195M AUM | 1.35% | $3M | 9.8K | Q2 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 1.35% | $25M | 80.8K | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 1.35% | $9M | 29.2K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 1.35% | $2M | 4.8K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 1.33% | $17M | 53.7K | Q1 2026OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 1.32% | $27M | 86.8K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 1.32% | $9M | 28.2K | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 1.31% | $4M | 11.9K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.31% | $3M | 11.2K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 1.30% | $5M | 17.3K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 1.29% | $7M | 22.9K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 1.29% | $3M | 8.5K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 1.29% | $16M | 51.0K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.27% | $2M | 7.0K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 1.26% | $4M | 12.0K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 1.26% | $17M | 53.7K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.26% | $5M | 14.8K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 1.26% | $19M | 61.7K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.25% | $3M | 10.6K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 1.25% | $41M | 131.7K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 1.25% | $6M | 19.8K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 1.24% | $101M | 325.2K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.23% | $63M | 202.2K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 1.23% | $28M | 91.2K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.23% | $8M | 26.8K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 1.23% | $3M | 8.6K | Q4 2025OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 1.23% | $2M | 7.6K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.22% | $6M | 19.5K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 1.22% | $21M | 68.8K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 1.22% | $94M | 304.0K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 1.22% | $1M | 4.2K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.22% | $3M | 9.9K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 1.22% | $3M | 8.2K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 1.22% | $2M | 6.3K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.22% | $3M | 10.8K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 1.21% | $6M | 17.9K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 1.21% | $3M | 10.8K | Q3 2025OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.21% | $6M | 20.1K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 1.20% | $5M | 16.3K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 1.20% | $1M | 4.5K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.20% | $5M | 17.3K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.20% | $2M | 5.7K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 1.20% | $4M | 12.9K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 1.19% | $12M | 38.6K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 1.19% | $2M | 6.5K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.18% | $3M | 11.0K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 1.18% | $30M | 97.1K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 1.18% | $6M | 19.4K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.18% | $14M | 45.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 1.18% | $28M | 90.4K | Q1 2026OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 1.17% | $3M | 8.9K | Q4 2025OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.17% | $3M | 9.3K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.17% | $4M | 13.7K | Q1 2026OLDER |
| Bullseye Investment Management, LLC$164M AUM | 1.17% | $2M | 6.1K | Q4 2025OLDER |
| Element Squared LLC$177M AUM | 1.16% | $2M | 7.0K | Q4 2025OLDER |
| Generali Investments, Management Co LLC$430M AUM | 1.16% | $5M | 16.1K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 1.15% | $4M | 11.9K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 1.15% | $7M | 21.9K | Q3 2025OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 1.15% | $8M | 25.5K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 1.15% | $31M | 100.5K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.15% | $67M | 216.1K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.14% | $34M | 110.2K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.13% | $18M | 56.5K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 1.12% | $2M | 6.3K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 1.12% | $2M | 7.8K | Q4 2025OLDER |
| TICINO WEALTH$288M AUM | 1.12% | $3M | 9.9K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 1.12% | $222M | 713.8K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 1.12% | $2M | 7.4K | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 1.12% | $42M | 135.9K | Q1 2026OLDER |
| KCM Capital Inc$622M AUM | 1.12% | $7M | 22.3K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 1.11% | $7M | 22.7K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.11% | $3M | 11.3K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.11% | $9M | 29.9K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.11% | $4M | 12.6K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 1.11% | $7M | 24.3K | Q2 2026 |
| ADIRONDACK TRUST CO$298M AUM | 1.11% | $3M | 10.6K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 1.11% | $6M | 19.4K | Q4 2025OLDER |
| Generali Powszechne Towarzystwo Emerytalne$566M AUM | 1.11% | $6M | 20.1K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 1.11% | $4M | 12.8K | Q4 2025OLDER |
| McHugh Group, LLC$169M AUM | 1.10% | $2M | 6.0K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 1.10% | $1M | 3.9K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 1.10% | $4M | 14.3K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.10% | $2M | 6.1K | Q4 2025OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 1.10% | $7M | 23.5K | Q1 2026OLDER |
| Pinnacle Holdings, LLC$309M AUM | 1.10% | $3M | 10.9K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 1.10% | $1M | 3.9K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 1.10% | $12M | 37.2K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 1.09% | $6M | 17.9K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 1.09% | $2M | 7.1K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 1.09% | $1M | 4.4K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 1.09% | $1M | 4.8K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 1.09% | $3M | 11.9K | Q2 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 1.09% | $10M | 31.2K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 1.08% | $2M | 4.9K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 1.06% | $5M | 19.6K | Q2 2026 |
| LMG Wealth Partners, LLC$549M AUM | 1.06% | $6M | 18.7K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 1.06% | $5M | 17.1K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 1.05% | $91M | 294.1K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.05% | $2M | 5.7K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 1.05% | $30M | 96.0K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 1.05% | $15M | 48.7K | Q3 2025OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 1.04% | $4M | 12.2K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.03% | $9M | 30.3K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.03% | $2M | 6.3K | Q2 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 1.03% | $18M | 56.5K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 1.02% | $10M | 31.5K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 1.02% | $3M | 10.7K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.01% | $1M | 3.9K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 1.01% | $2M | 5.6K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 1.01% | $15M | 47.0K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 1.00% | $1M | 3.7K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 1.00% | $153M | 492.9K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.00% | $2M | 7.3K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 1.00% | $15M | 49.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.00% | $3M | 10.1K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.99% | $1M | 3.2K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.99% | $1M | 4.0K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 0.99% | $2M | 6.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.99% | $4M | 13.8K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.99% | $3M | 9.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.99% | $15M | 48.8K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.99% | $24M | 77.0K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.99% | $66M | 212.5K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.98% | $4M | 13.5K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.98% | $7M | 22.4K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 0.96% | $2M | 6.2K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.96% | $4M | 12.5K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.96% | $3M | 10.2K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.95% | $45M | 144.0K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.95% | $1M | 5.2K | Q2 2026 |
| PATRON PARTNERS, LLC$226M AUM | 0.95% | $2M | 6.9K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.95% | $11M | 34.1K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.95% | $2M | 6.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.94% | $4M | 12.3K | Q4 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.94% | $1M | 3.3K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.94% | $2M | 5.2K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.94% | $5M | 15.9K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.94% | $2M | 7.0K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 0.94% | $11M | 35.8K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.93% | $1M | 3.9K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.93% | $115M | 371.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.93% | $10M | 33.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.92% | $27M | 85.5K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.92% | $1M | 4.5K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.92% | $3M | 8.5K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.92% | $1M | 3.5K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.91% | $1M | 4.3K | Q2 2026 |
| MEYER HANDELMAN CO$3.2B AUM | 0.91% | $29M | 94.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.91% | $2M | 7.9K | Q4 2025OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.91% | $1M | 3.3K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.90% | $2M | 5.1K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 0.90% | $1M | 4.0K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.90% | $2M | 6.9K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.89% | $9M | 31.9K | Q2 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.89% | $13M | 42.6K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.88% | $3M | 10.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.88% | $34M | 126.3K | Q2 2026 |
| Midwest Trust Co$8.0B AUM | 0.88% | $71M | 227.6K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.88% | $902,593 | 2.9K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.87% | $2M | 6.9K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.87% | $3M | 10.3K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.87% | $2M | 10.0K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 0.87% | $4M | 11.5K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.87% | $1M | 4.1K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.86% | $37M | 122.7K | Q3 2025OLDER |
| KEYSTONE INVESTORS PTE LTD$1.1B AUM | 0.86% | $10M | 31.5K | Q4 2025OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.86% | $3M | 10.2K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.86% | $6M | 23.0K | Q2 2026 |
| Signet Private Wealth LLC$105M AUM | 0.86% | $900,329 | 2.9K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.86% | $3M | 9.3K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.86% | $2M | 8.4K | Q2 2026 |
| HM PAYSON & CO$6.9B AUM | 0.86% | $59M | 191.3K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.86% | $8M | 24.5K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.85% | $1M | 3.7K | Q1 2026OLDER |
| United Bank$301M AUM | 0.85% | $3M | 8.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.85% | $3M | 10.0K | Q4 2025OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.84% | $2M | 5.4K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.84% | $2M | 6.5K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.84% | $11M | 35.6K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.84% | $9M | 30.0K | Q4 2025OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.83% | $1M | 3.7K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.83% | $3M | 11.2K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 0.83% | $1M | 4.5K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 0.83% | $2M | 5.5K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.83% | $2M | 6.1K | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 0.83% | $1M | 4.0K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.82% | $6M | 19.0K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.82% | $7M | 24.1K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.82% | $103M | 330.5K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.82% | $8M | 24.5K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.82% | $24M | 77.8K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.82% | $3M | 9.3K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.82% | $1M | 4.8K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.82% | $31M | 98.3K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.82% | $870,212 | 2.8K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.82% | $1M | 3.8K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.82% | $2M | 6.3K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.82% | $4M | 13.1K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.81% | $23M | 74.4K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 0.81% | $3M | 9.0K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.81% | $2M | 5.0K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.81% | $821,729 | 2.6K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.81% | $4M | 13.3K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.80% | $69M | 221.6K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.80% | $52M | 166.1K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.80% | $149M | 480.2K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.80% | $2M | 5.5K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.80% | $6M | 23.9K | Q2 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.80% | $34M | 109.0K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 0.80% | $38M | 121.3K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.80% | $12M | 39.3K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.80% | $2M | 6.7K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.79% | $3M | 10.7K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.79% | $2M | 5.3K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.79% | $2M | 7.6K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.79% | $826,519 | 2.8K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.79% | $30M | 96.0K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.79% | $2M | 7.4K | Q2 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.79% | $12M | 40.7K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.79% | $23M | 75.3K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.78% | $162M | 520.6K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.78% | $24M | 75.8K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.78% | $4M | 13.7K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.78% | $96M | 310.2K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.78% | $13M | 43.5K | Q4 2025OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.78% | $3M | 10.0K | Q2 2026 |
| CITY HOLDING CO$800M AUM | 0.77% | $6M | 19.9K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.77% | $890,724 | 2.9K | Q2 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.77% | $119M | 382.3K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.77% | $3M | 9.3K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.77% | $126M | 405.1K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.77% | $2M | 6.2K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.77% | $3M | 10.8K | Q4 2025OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.77% | $9M | 33.7K | Q2 2026 |
| Teucrium Investment Advisors, LLC$129M AUM | 0.77% | $988,623 | 3.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.77% | $2M | 6.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.76% | $10M | 32.9K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.76% | $1M | 3.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.76% | $22M | 71.9K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.76% | $2M | 7.8K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.76% | $2M | 7.0K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.76% | $14M | 44.8K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.76% | $2M | 6.0K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.76% | $32M | 102.8K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.76% | $63M | 203.0K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.76% | $23M | 75.6K | Q3 2025OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.75% | $7M | 23.6K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.75% | $10M | 31.9K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.75% | $2M | 6.9K | Q1 2026OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.75% | $5M | 14.5K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.75% | $1M | 3.6K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 0.75% | $980,542 | 3.2K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.75% | $5M | 19.0K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.75% | $11.6B | 37.66M | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.74% | $2M | 5.7K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.74% | $3M | 9.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.74% | $2M | 7.6K | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.74% | $7M | 23.0K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.74% | $2M | 4.9K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.74% | $1M | 4.1K | Q2 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.74% | $1M | 4.1K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.74% | $3M | 10.7K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 0.74% | $3M | 10.0K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 0.74% | $998,257 | 3.2K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.74% | $2M | 5.8K | Q1 2026OLDER |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 0.73% | $927,328 | 3.0K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 0.73% | $892,428 | 1.7K | Q3 2025OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.73% | $5M | 15.1K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.73% | $2M | 7.0K | Q2 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.73% | $5M | 15.7K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.73% | $2M | 5.9K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.73% | $4M | 13.0K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.73% | $2M | 5.0K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.73% | $5M | 14.7K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 0.73% | $3M | 8.2K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.72% | $1M | 4.7K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.72% | $1M | 4.7K | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 0.72% | $155M | 499.2K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 0.72% | $1M | 4.5K | Q1 2026OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.72% | $10M | 33.3K | Q1 2026OLDER |
| Cox Capital Mgt LLC$151M AUM | 0.72% | $1M | 3.5K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.72% | $1M | 3.5K | Q2 2026 |
| Schrum Private Wealth Management LLC$131M AUM | 0.72% | $944,180 | 3.0K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.72% | $754,710 | 2.4K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.72% | $78M | 251.3K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.71% | $2M | 6.5K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.71% | $501,419 | 1.6K | Q3 2025OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.71% | $783,812 | 2.5K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.71% | $707,047 | 2.3K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 0.70% | $3M | 8.5K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.70% | $25M | 78.9K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.70% | $14M | 46.4K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.70% | $1M | 3.9K | Q2 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.69% | $8M | 26.2K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.69% | $27M | 85.8K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.69% | $1M | 4.8K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.69% | $3M | 10.3K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.69% | $979,765 | 3.2K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.69% | $8M | 26.9K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.69% | $4M | 11.6K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.69% | $4M | 13.3K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.69% | $2M | 6.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.69% | $69M | 222.0K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.69% | $1M | 3.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.68% | $22M | 69.6K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.68% | $6M | 18.6K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.68% | $5M | 16.9K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.68% | $14M | 46.2K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.67% | $4M | 13.3K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.67% | $1M | 3.6K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.67% | $6M | 18.0K | Q4 2025OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.67% | $2M | 6.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.67% | $123M | 396.3K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.67% | $3M | 10.1K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.67% | $2M | 7.9K | Q1 2026OLDER |
| Troy Asset Management Ltd$3.4B AUM | 0.67% | $22M | 71.9K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.67% | $26M | 82.4K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.66% | $679,802 | 2.2K | Q3 2025OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.66% | $235M | 755.8K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.66% | $4M | 12.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.