MKLMARKEL GROUP INC
CUSIP 570535104 · Yahoo Finance ↗ · Google Finance ↗
Markel Group Inc (MKL) has 922 institutional holders in Filings Flow’s 13F database, together reporting 9.68M shares worth $17.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
922
Q1 2026
Reported Value
$17.7B
Ticker
MKL
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Capco Asset Management, LLC$367M AUM | 13.49% | $49M | 25.8K | Q1 2026OLDER |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC$344M AUM | 12.54% | $43M | 22.6K | Q1 2026OLDER |
| Luma Capital S.A. - SPF$112M AUM | 12.25% | $14M | 7.0K | Q2 2026 |
| Rockbridge Asset Management LLC$149M AUM | 12.07% | $18M | 9.4K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 10.69% | $88M | 45.8K | Q1 2026OLDER |
| BANYAN CAPITAL MANAGEMENT, INC.$232M AUM | 9.12% | $21M | 11.1K | Q1 2026OLDER |
| BARR E S & CO$1.7B AUM | 8.60% | $148M | 77.2K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 7.71% | $38M | 19.9K | Q1 2026OLDER |
| Chapman Investment Management, LLC$121M AUM | 7.52% | $9M | 4.8K | Q1 2026OLDER |
| Madison Avenue Partners, LP$2.3B AUM | 7.32% | $168M | 87.9K | Q1 2026OLDER |
| Broad Run Investment Management, LLC$568M AUM | 6.98% | $40M | 20.7K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 6.21% | $35M | 17.9K | Q2 2026 |
| Seneca House Advisors$252M AUM | 6.13% | $15M | 8.1K | Q1 2026OLDER |
| PYA Waltman Capital, LLC$361M AUM | 6.05% | $22M | 11.4K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 5.71% | $13M | 6.7K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 5.41% | $26M | 13.4K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 5.40% | $37M | 19.1K | Q1 2026OLDER |
| Tsai Capital Corp$134M AUM | 5.15% | $8M | 3.5K | Q4 2025OLDER |
| CANERECTOR INC$211M AUM | 5.11% | $11M | 5.6K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 5.04% | $32M | 16.9K | Q1 2026OLDER |
| CHECK CAPITAL MANAGEMENT INC/CA$3.4B AUM | 4.28% | $147M | 76.9K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 3.91% | $135M | 70.6K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 3.80% | $433M | 226.1K | Q1 2026OLDER |
| Greenbrier Partners Capital Management, LLC$1.3B AUM | 3.78% | $49M | 25.6K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 3.70% | $723M | 377.6K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 3.70% | $166M | 86.6K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 3.68% | $7M | 3.7K | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 3.61% | $117M | 61.1K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 3.49% | $10M | 5.4K | Q1 2026OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 3.37% | $734M | 383.4K | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 3.24% | $53M | 27.5K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 3.02% | $4M | 2.0K | Q1 2026OLDER |
| Giverny Capital Inc.$2.7B AUM | 3.01% | $82M | 42.9K | Q1 2026OLDER |
| Ervin Investment Management, LLC$184M AUM | 2.88% | $5M | 2.7K | Q2 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 2.87% | $16M | 8.2K | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 2.83% | $16M | 8.1K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 2.82% | $154M | 80.5K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 2.78% | $4M | 2.0K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 2.68% | $8M | 4.2K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 2.54% | $5M | 2.8K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 2.51% | $13M | 6.8K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 2.29% | $8M | 4.4K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 2.28% | $7M | 3.6K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 2.17% | $7M | 3.6K | Q1 2026OLDER |
| ENGLISH CAPITAL MANAGEMENT LLC$171M AUM | 2.12% | $4M | 1.9K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 2.03% | $7M | 3.6K | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 2.02% | $3M | 1.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 1.98% | $403M | 206.4K | Q2 2026 |
| GoodHaven Capital Management, LLC$287M AUM | 1.95% | $6M | 2.9K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 1.87% | $6M | 3.3K | Q3 2025OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 1.87% | $18M | 9.5K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 1.84% | $38M | 20.0K | Q3 2025OLDER |
| Marathon Asset Management Ltd$2.6B AUM | 1.83% | $48M | 24.9K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 1.80% | $3M | 1.8K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 1.78% | $3M | 1.7K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 1.77% | $62M | 32.4K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.68% | $2M | 901 | Q2 2026 |
| Live Oak Private Wealth LLC$717M AUM | 1.65% | $12M | 6.2K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 1.60% | $3M | 1.4K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 1.52% | $4M | 1.9K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 1.34% | $3M | 1.6K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 1.34% | $13M | 7.0K | Q1 2026OLDER |
| East Coast Asset Management, LLC.$303M AUM | 1.30% | $4M | 2.1K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 1.30% | $74M | 38.7K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 1.26% | $2M | 1.2K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 1.15% | $3M | 1.6K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.09% | $1M | 649 | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 1.07% | $7M | 3.4K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 1.05% | $2M | 809 | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 1.05% | $2M | 1.3K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 1.03% | $4M | 2.2K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.99% | $6M | 3.2K | Q2 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.98% | $3M | 1.4K | Q3 2025OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.98% | $8M | 4.0K | Q1 2026OLDER |
| DF DENT & CO INC$5.2B AUM | 0.97% | $51M | 26.5K | Q1 2026OLDER |
| TRAN CAPITAL MANAGEMENT, L.P.$728M AUM | 0.96% | $7M | 3.7K | Q1 2026OLDER |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM | 0.95% | $6M | 3.1K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.88% | $18M | 9.2K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.88% | $3M | 1.7K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.84% | $153M | 79.8K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.84% | $3M | 1.4K | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 0.84% | $6M | 3.1K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 0.80% | $3M | 1.4K | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.77% | $38M | 19.6K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.77% | $7M | 3.7K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.77% | $12M | 5.6K | Q4 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.75% | $39M | 20.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.73% | $6M | 3.4K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.72% | $6M | 3.3K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.71% | $2M | 922 | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.69% | $2M | 1.2K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.68% | $112M | 58.3K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.66% | $1M | 537 | Q1 2026OLDER |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.66% | $13M | 6.7K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 0.64% | $1M | 694 | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 0.62% | $5M | 2.6K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.61% | $3M | 1.4K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.60% | $893,871 | 467 | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.57% | $8M | 4.3K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 0.56% | $733,089 | 383 | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.56% | $186M | 97.4K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.55% | $1M | 700 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.54% | $14M | 7.3K | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 0.54% | $153M | 80.0K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.53% | $5M | 2.5K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.51% | $2M | 1.2K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.50% | $480M | 251.0K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.50% | $2M | 943 | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.49% | $692,893 | 362 | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.48% | $5M | 2.6K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.47% | $978,090 | 511 | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 0.47% | $7M | 3.6K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 0.47% | $42M | 21.7K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.45% | $2M | 941 | Q2 2026 |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.45% | $1M | 626 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.44% | $34M | 17.9K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.43% | $641,213 | 335 | Q1 2026OLDER |
| Manitou Investment Management Ltd.$538M AUM | 0.43% | $2M | 1.1K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.43% | $20M | 10.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.41% | $769M | 401.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.40% | $15M | 7.8K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.40% | $1M | 585 | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.40% | $1M | 691 | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.38% | $4M | 1.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.38% | $3M | 1.6K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.38% | $6M | 3.2K | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.37% | $1M | 668 | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.37% | $15M | 7.7K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 0.37% | $2M | 1.1K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.35% | $4M | 2.1K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.35% | $2M | 1.3K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.35% | $528,283 | 276 | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 0.35% | $449,806 | 235 | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.34% | $335M | 175.1K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.34% | $669,925 | 350 | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.33% | $11M | 5.5K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.32% | $7M | 3.6K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.32% | $6M | 3.3K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.31% | $2M | 1.2K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.30% | $4M | 1.8K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.30% | $4M | 2.2K | Q2 2026 |
| Blue Edge Capital, LLC$753M AUM | 0.28% | $2M | 1.1K | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.28% | $7M | 3.6K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.28% | $800,860 | 419 | Q3 2025OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.27% | $756,058 | 395 | Q1 2026OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 0.27% | $4M | 1.8K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.27% | $7M | 3.9K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.27% | $9M | 4.6K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 0.27% | $851,761 | 445 | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.27% | $8M | 4.0K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.26% | $8M | 4.2K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.26% | $2M | 800 | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 0.26% | $356,017 | 186 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.26% | $6M | 2.9K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 0.25% | $597,621 | 306 | Q2 2026 |
| denkapparat Operations GmbH$242M AUM | 0.25% | $601,018 | 314 | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.24% | $1M | 610 | Q2 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.24% | $1M | 588 | Q1 2026OLDER |
| Plus Group Wealth Advisors LLC$106M AUM | 0.24% | $214,965 | 100 | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.23% | $617,288 | 323 | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.23% | $18M | 9.4K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 0.23% | $2M | 1.1K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.22% | $888,128 | 464 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.22% | $1M | 730 | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.22% | $502,688 | 263 | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.22% | $296,680 | 155 | Q1 2026OLDER |
| SNYDER CAPITAL MANAGEMENT L P$5.2B AUM | 0.21% | $11M | 5.2K | Q4 2025OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.21% | $6M | 3.1K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.20% | $297,414 | 155.4K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.20% | $976,505 | 500 | Q2 2026 |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.20% | $650,784 | 340 | Q1 2026OLDER |
| NDVR, Inc.$121M AUM | 0.19% | $227,863 | 106 | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.19% | $1M | 633 | Q4 2025OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.19% | $2M | 1.3K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.19% | $250,743 | 131 | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.18% | $271,688 | 142 | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.18% | $432,580 | 226 | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.18% | $3M | 1.4K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.18% | $2M | 832 | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.18% | $1M | 677 | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.18% | $352,189 | 184 | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.18% | $218,204 | 114 | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.18% | $818,311 | 419 | Q2 2026 |
| Sierra Legacy Group$131M AUM | 0.17% | $227,774 | 119 | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.17% | $403,869 | 211 | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.17% | $2M | 844 | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.16% | $283,282 | 148 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.16% | $3M | 1.3K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.16% | $3M | 1.3K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.15% | $989,574 | 517 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.15% | $137M | 71.7K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.15% | $382,814 | 200 | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.15% | $359,845 | 188 | Q1 2026OLDER |
| Norman Fields, Gottscho Capital Management, LLC$330M AUM | 0.15% | $488,253 | 250 | Q2 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.14% | $417,267 | 218 | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.14% | $260,108 | 121 | Q4 2025OLDER |
| 111 Capital$406M AUM | 0.14% | $572,307 | 299 | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.14% | $765,628 | 400 | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.14% | $909,302 | 423 | Q4 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.14% | $1M | 765 | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.14% | $2M | 863 | Q4 2025OLDER |
| waypoint wealth counsel$193M AUM | 0.14% | $378,339 | 176 | Q4 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.14% | $5M | 2.5K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.13% | $1M | 778 | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.13% | $390,602 | 200 | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.13% | $120M | 62.7K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.13% | $1M | 580 | Q2 2026 |
| Inlet Private Wealth, LLC$392M AUM | 0.13% | $490,002 | 256 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.12% | $235,000 | 123 | Q1 2026OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.12% | $12M | 6.3K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.12% | $673,753 | 352 | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.12% | $4M | 2.0K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.12% | $3M | 1.7K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.12% | $827,617 | 385 | Q4 2025OLDER |
| Flagstone Financial Management$403M AUM | 0.12% | $486,174 | 254 | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.12% | $405,783 | 212 | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.12% | $1M | 740 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.11% | $289,025 | 151 | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.11% | $363,260 | 186 | Q2 2026 |
| FAIRFIELD, BUSH & CO.$180M AUM | 0.11% | $214,965 | 100 | Q4 2025OLDER |
| Tributary Capital Management, LLC$1.0B AUM | 0.11% | $1M | 609 | Q1 2026OLDER |
| GARDNER RUSSO & QUINN LLC$8.5B AUM | 0.11% | $9M | 5.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.11% | $14M | 7.1K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.11% | $4M | 1.9K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.11% | $214,965 | 100 | Q4 2025OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 0.11% | $662,268 | 346 | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.11% | $6M | 3.1K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.11% | $530,197 | 277 | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.11% | $225,860 | 118 | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.10% | $427,780 | 199 | Q4 2025OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.10% | $269,884 | 141 | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.10% | $4M | 1.9K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.10% | $805,823 | 421 | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.10% | $342,619 | 179 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.10% | $66M | 34.6K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.10% | $918,754 | 480 | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 0.10% | $382,814 | 200 | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.10% | $528,814 | 246 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.10% | $103M | 53.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.10% | $6M | 3.0K | Q2 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.10% | $351,542 | 180 | Q2 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.10% | $663,242 | 347 | Q3 2025OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.10% | $4M | 2.3K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.10% | $403,869 | 211 | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.10% | $323,478 | 169 | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 0.10% | $258,522 | 142 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.10% | $3M | 1.4K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.10% | $3M | 1.8K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.09% | $2M | 745 | Q4 2025OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.09% | $203,349 | 104 | Q2 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.09% | $137M | 71.4K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.09% | $976,175 | 510 | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.09% | $919,868 | 471 | Q2 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.09% | $57M | 29.7K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.09% | $10M | 4.6K | Q2 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.09% | $2M | 870 | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $421,095 | 220 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.09% | $49M | 25.8K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.09% | $35M | 18.1K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.08% | $369,416 | 193 | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.08% | $694,807 | 363 | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.08% | $568,479 | 297 | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.08% | $214,965 | 100 | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.08% | $1M | 845 | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.08% | $7M | 3.2K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.08% | $1M | 737 | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.08% | $4M | 2.1K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.08% | $220,118 | 115 | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.08% | $12M | 5.6K | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.08% | $704,378 | 368 | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $539,768 | 282 | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.08% | $304,337 | 159 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.08% | $143,555 | 75 | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.08% | $273,712 | 143 | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.08% | $94M | 49.1K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.08% | $204,516 | 107 | Q4 2025OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.08% | $7M | 3.5K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.08% | $455,549 | 238 | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.07% | $7M | 7.8K | Q2 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.07% | $290,527 | 152 | Q3 2025OLDER |
| Anson Funds Management LP$2.3B AUM | 0.07% | $844,105 | 441 | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.07% | $231,602 | 121 | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 0.07% | $210,548 | 110 | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.07% | $401,955 | 210 | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.07% | $214,965 | 100 | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.07% | $2M | 911 | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.07% | $267,970 | 140 | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.07% | $254,572 | 133 | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.07% | $352,189 | 184 | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.07% | $4M | 2.0K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.07% | $382,814 | 200 | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.06% | $673,752 | 352 | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.06% | $673,753 | 352 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $93,657 | 49 | Q3 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.06% | $476,603 | 249 | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.06% | $1M | 767 | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.06% | $231,601 | 121 | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.06% | $273,712 | 143 | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.06% | $214,965 | 100 | Q4 2025OLDER |
| S-Bank Fund Management Ltd$671M AUM | 0.06% | $411,526 | 215 | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.06% | $218,204 | 114 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.06% | $29M | 15.0K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.06% | $363,673 | 190 | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.06% | $96,734 | 45 | Q4 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.06% | $1M | 564 | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.06% | $562,737 | 294 | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.06% | $18M | 10.9K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.06% | $821,137 | 429 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.06% | $1M | 630 | Q4 2025OLDER |
| Tredje AP-fonden$18.3B AUM | 0.06% | $10M | 5.4K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.06% | $246,915 | 129 | Q1 2026OLDER |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 0.06% | $267,970 | 140 | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.06% | $587,619 | 307 | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.06% | $989,574 | 517 | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.06% | $27M | 14.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.05% | $3M | 1.5K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.05% | $1M | 533 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.05% | $262M | 137.0K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.05% | $22M | 11.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.05% | $18M | 9.2K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.05% | $501,486 | 262 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.05% | $1.0B | 524.2K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.05% | $205,066 | 105 | Q2 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.05% | $1M | 525 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.05% | $290,938 | 152 | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.05% | $382,814 | 200 | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.05% | $2M | 1.3K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.05% | $625,901 | 327 | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.05% | $1M | 583 | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.05% | $236,968 | 125 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.05% | $843M | 392.2K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.05% | $2M | 1.2K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.05% | $289,025 | 151 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.05% | $3M | 1.5K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.05% | $8M | 4.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.05% | $2M | 1.2K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.05% | $3M | 1.6K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.05% | $3M | 1.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.05% | $847,933 | 443 | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.05% | $231,602 | 121 | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.05% | $9M | 4.5K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.05% | $2M | 892 | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.05% | $299,950 | 159 | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.05% | $516,799 | 270 | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 523 | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.04% | $359,845 | 188 | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.04% | $296,681 | 155 | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.04% | $4M | 2.1K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.04% | $386,642 | 202 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.04% | $976,176 | 510 | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.04% | $627,815 | 328 | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.04% | $331,134 | 173 | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.04% | $537,854 | 281 | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.04% | $210,548 | 110 | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.04% | $8M | 4.3K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.04% | $71M | 37.0K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.04% | $179,923 | 94 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.04% | $38M | 19.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.04% | $22M | 11.3K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.04% | $5M | 2.5K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.04% | $449,806 | 235 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $866,309 | 403 | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 1.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.04% | $14M | 7.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $130M | 67.9K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $309,640 | 162 | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.04% | $470,675 | 241 | Q2 2026 |
| Utah Retirement Systems$9.8B AUM | 0.04% | $4M | 2.0K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.04% | $8M | 4.0K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.04% | $137,813 | 72 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.04% | $193,348 | 99 | Q2 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $251,508 | 684 | Q4 2025OLDER |
| Havemeyer Place LP$867M AUM | 0.04% | $336,876 | 176 | Q1 2026OLDER |
| ROBOTTI ROBERT$641M AUM | 0.04% | $214,965 | 100 | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $1M | 702 | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.04% | $7M | 3.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 810 | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.04% | $792,425 | 414 | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.04% | $4M | 1.9K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.04% | $204M | 106.7K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.04% | $149M | 78.0K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.04% | $218,204 | 114 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $3M | 1.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $7M | 3.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 861 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.04% | $444,064 | 232 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.04% | $35M | 18.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.04% | $2.5B | 1.17M | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.04% | $59M | 30.9K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.04% | $11M | 5.6K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.04% | $204,805 | 107 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.04% | $12M | 6.3K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.04% | $220,119 | 115 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.03% | $9M | 4.6K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.03% | $231,602 | 121 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.03% | $40M | 20.9K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.03% | $216,289 | 113 | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $593,362 | 310 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 1.6K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.03% | $325,392 | 170 | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.03% | $53M | 27.5K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.03% | $516,799 | 270 | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.03% | $20M | 10.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $5M | 2.5K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.03% | $219,264 | 102 | Q4 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $733,962 | 384 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.03% | $366,503 | 193 | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.03% | $8M | 4.2K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.03% | $518,713 | 271 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $371,330 | 194 | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.03% | $229,688 | 120 | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.03% | $787,030 | 410 | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 864 | Q4 2025OLDER |
| IFC Advisors LLC$699M AUM | 0.03% | $219,264 | 102 | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $4M | 1.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 1.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.03% | $135M | 70.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.03% | $14M | 7.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.03% | $149M | 77.8K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.03% | $3M | 1.5K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $478,518 | 250 | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.03% | $219,264 | 102 | Q4 2025OLDER |
| Andra AP-fonden$8.4B AUM | 0.03% | $3M | 1.3K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.03% | $8M | 4.1K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.03% | $844,105 | 441 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 1.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $8M | 4.0K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.03% | $634,729 | 325 | Q2 2026 |
| National Pension Service$131.7B AUM | 0.03% | $39M | 20.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 3.1K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.03% | $689,065 | 360 | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.03% | $686,679 | 364 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.03% | $6M | 3.1K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.03% | $520,627 | 272 | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.03% | $591,057 | 309 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.03% | $55M | 28.7K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.03% | $14M | 7.1K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.03% | $348,361 | 182 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 1.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $543,596 | 284 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.03% | $206,720 | 108 | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $283,918 | 148 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.03% | $17M | 8.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 1.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $891,957 | 466 | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $303,470 | 155 | Q2 2026 |
| Ransom Advisory, Ltd$218M AUM | 0.03% | $58,692 | 34 | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.03% | $9M | 4.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 2.9K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $769,456 | 402 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.03% | $423M | 221.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.03% | $234,312 | 109 | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.03% | $1.0B | 544.5K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.03% | $4M | 1.9K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.03% | $260,314 | 136 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $3M | 1.8K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.03% | $2M | 1.1K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.03% | $204,805 | 107 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $229,688 | 120 | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $713,948 | 373 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.02% | $77,387 | 36 | Q4 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.02% | $38,694 | 18 | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $14M | 7.5K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $243,087 | 127 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $29M | 15.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $449,806 | 235 | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $271,798 | 142 | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.02% | $25,211 | 16 | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.02% | $7M | 3.9K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.02% | $1M | 613 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.4B | 710.6K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.02% | $1M | 601 | Q3 2025OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.02% | $217,115 | 101 | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 665 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 2.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 595 | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 2.2K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.02% | $6M | 2.6K | Q4 2025OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.02% | $2M | 904 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 953 | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.02% | $5M | 2.7K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.02% | $893,870 | 467 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $164M | 85.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $18M | 9.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 1.1K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $285,197 | 149 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 686 | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.02% | $777,113 | 406 | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $520,627 | 272 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $113M | 59.1K | Q2 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $325,392 | 170 | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $465,120 | 243 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.02% | $164,053 | 84 | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $865,160 | 452 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $8M | 4.2K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $61,250 | 32 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $16M | 8.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $135M | 70.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.02% | $5M | 2.6K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 937 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.