MOALTRIA GROUP INC
CUSIP 02209S103 · Yahoo Finance ↗ · Google Finance ↗
Altria Group Inc (MO) has 2,442 institutional holders in Filings Flow’s 13F database, together reporting 1026.91M shares worth $65.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,442
Q1 2026
Reported Value
$65.9B
Ticker
MO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kennon-Green & Company, LLC$122M AUM | 6.30% | $8M | 116.5K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 5.26% | $6M | 86.0K | Q1 2026OLDER |
| Contrarius Group Holdings Ltd$1.8B AUM | 4.77% | $84M | 1.28M | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 4.12% | $5M | 77.3K | Q1 2026OLDER |
| Windle Wealth, LLC$237M AUM | 3.96% | $9M | 142.2K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 3.11% | $6M | 92.4K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 3.07% | $7M | 113.3K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 3.03% | $3M | 52.6K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 3.03% | $4M | 56.9K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 2.99% | $14M | 217.6K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 2.97% | $4M | 63.1K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.93% | $438,813 | 7.1K | Q1 2026OLDER |
| SAGE ADVISORS, LLC$151M AUM | 2.82% | $4M | 73.7K | Q4 2025OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.79% | $61M | 1.06M | Q4 2025OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 2.73% | $5M | 78.8K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.73% | $6M | 95.9K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 2.69% | $5M | 81.2K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 2.64% | $40M | 611.9K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 2.60% | $18M | 268.6K | Q1 2026OLDER |
| Abacus FCF Advisors LLC$444M AUM | 2.55% | $11M | 171.4K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 2.49% | $1.6B | 23.84M | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 2.44% | $8M | 119.7K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 2.42% | $4M | 58.0K | Q2 2026 |
| Seneca House Advisors$252M AUM | 2.36% | $6M | 89.8K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 2.30% | $3M | 49.1K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 2.27% | $5M | 80.5K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 2.21% | $8M | 113.9K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 2.06% | $4M | 67.0K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 2.04% | $4M | 62.1K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 2.02% | $5M | 75.0K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 1.99% | $8M | 118.2K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.96% | $7M | 111.8K | Q3 2025OLDER |
| Slagle Financial, LLC$303M AUM | 1.96% | $6M | 89.7K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 1.95% | $14M | 205.1K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 1.89% | $7M | 107.2K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 1.87% | $5M | 66.4K | Q2 2026 |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 1.85% | $75M | 1.14M | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 1.79% | $6M | 95.5K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 1.78% | $13M | 199.0K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 1.77% | $3M | 49.7K | Q4 2025OLDER |
| Adams Asset Advisors, LLC$891M AUM | 1.74% | $16M | 235.7K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 1.73% | $5M | 70.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.70% | $20M | 272.9K | Q2 2026 |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.64% | $20M | 299.2K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.61% | $157M | 2.37M | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.60% | $3M | 47.1K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 1.59% | $21M | 323.9K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 1.58% | $3M | 40.7K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 1.57% | $5M | 81.6K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 1.56% | $2M | 31.6K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.53% | $3M | 45.4K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$609M AUM | 1.49% | $9M | 129.0K | Q2 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 1.48% | $13M | 194.6K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 1.46% | $237M | 3.59M | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 1.43% | $27M | 411.8K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 1.37% | $13M | 202.0K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 1.33% | $4M | 60.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 1.32% | $270M | 4.09M | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 1.30% | $2M | 24.3K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.29% | $6M | 98.3K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 1.26% | $2M | 30.5K | Q1 2026OLDER |
| Disciplined Equity Management, Inc.$199M AUM | 1.24% | $2M | 37.5K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.22% | $2M | 31.2K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 1.22% | $17M | 264.8K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 1.21% | $85M | 1.29M | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 1.17% | $6M | 95.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 1.17% | $9M | 137.8K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 1.16% | $12M | 182.8K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 1.12% | $2M | 30.2K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 1.12% | $5M | 73.3K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 1.12% | $2M | 25.8K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.12% | $2M | 28.4K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.12% | $9M | 135.5K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 1.10% | $3M | 40.8K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 1.10% | $17M | 262.9K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 1.09% | $11M | 164.9K | Q1 2026OLDER |
| RBO & CO LLC$620M AUM | 1.05% | $6M | 98.2K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.04% | $53M | 806.5K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 1.04% | $2M | 36.0K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 1.03% | $2M | 22.9K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.03% | $2M | 35.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.03% | $3M | 49.2K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 1.00% | $5M | 69.5K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 1.00% | $7M | 104.7K | Q1 2026OLDER |
| Royal Palms Capital LLC$101M AUM | 1.00% | $1M | 15.4K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.00% | $3M | 57.7K | Q4 2025OLDER |
| Value Investment Professionals, LLC$119M AUM | 1.00% | $1M | 16.5K | Q2 2026 |
| PeakShares LLC$109M AUM | 1.00% | $1M | 16.4K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 0.98% | $2M | 31.2K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.98% | $5M | 76.0K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.97% | $2M | 36.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.96% | $3M | 43.0K | Q2 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.96% | $20M | 307.4K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.95% | $1M | 17.3K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.94% | $9M | 130.3K | Q3 2025OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.93% | $1M | 18.2K | Q3 2025OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.92% | $1M | 22.6K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.91% | $1M | 22.1K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.90% | $1M | 17.7K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.90% | $27M | 409.2K | Q1 2026OLDER |
| Mork Capital Management, LLC$141M AUM | 0.89% | $1M | 19.1K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.89% | $2M | 25.5K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.89% | $6M | 96.0K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.89% | $1M | 18.7K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.89% | $5M | 75.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.88% | $6M | 86.6K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.87% | $5M | 80.5K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.87% | $4M | 58.9K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 0.87% | $2M | 27.8K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.87% | $5M | 72.7K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 0.86% | $2M | 26.1K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.86% | $5M | 72.5K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.86% | $11M | 170.9K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.86% | $2M | 24.5K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.86% | $8M | 117.2K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.85% | $2M | 34.5K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.85% | $5M | 75.5K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.83% | $2M | 23.0K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.83% | $2M | 33.1K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.83% | $3M | 41.7K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.82% | $5M | 83.0K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 0.82% | $1M | 18.7K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 0.81% | $1M | 21.0K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.81% | $6M | 96.0K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.80% | $4M | 58.5K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.80% | $32M | 484.0K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.80% | $8M | 124.8K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.80% | $1M | 19.0K | Q2 2026 |
| WFA Asset Management Corp$184M AUM | 0.79% | $1M | 28.6K | Q3 2025OLDER |
| Koenig Investment Advisory, LLC$129M AUM | 0.79% | $1M | 14.1K | Q2 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.78% | $15M | 224.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.78% | $3M | 50.5K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.78% | $5M | 72.4K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.78% | $9M | 139.8K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.78% | $6M | 85.5K | Q1 2026OLDER |
| CLARK ESTATES INC/NY$416M AUM | 0.77% | $3M | 48.6K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.76% | $1M | 16.2K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.76% | $2M | 26.9K | Q4 2025OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.76% | $2M | 24.7K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.76% | $2M | 29.2K | Q2 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.76% | $3M | 39.0K | Q3 2025OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.76% | $1M | 19.3K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.76% | $888,754 | 13.5K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.75% | $6M | 85.3K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.75% | $1M | 17.3K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.75% | $4M | 67.9K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.75% | $3M | 41.4K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.74% | $290M | 4.39M | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.73% | $12M | 184.4K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.73% | $20M | 303.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.73% | $146M | 2.22M | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.73% | $1M | 20.7K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.72% | $2M | 27.5K | Q4 2025OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 0.71% | $2M | 27.3K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.71% | $5M | 71.1K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.70% | $7M | 110.4K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.70% | $1M | 22.3K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.69% | $1M | 21.2K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.68% | $115M | 1.99M | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.68% | $13M | 196.3K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.68% | $1M | 17.2K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.67% | $10M | 162.2K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.67% | $24M | 357.3K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.67% | $764,375 | 11.4K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.67% | $9M | 128.4K | Q2 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.67% | $2M | 37.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.65% | $44M | 672.4K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.65% | $1M | 21.4K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 0.64% | $893,981 | 13.5K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.64% | $1M | 16.7K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.64% | $2M | 32.6K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.64% | $4M | 58.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.63% | $14M | 207.9K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.63% | $1M | 20.2K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.63% | $1M | 15.9K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.61% | $721,008 | 10.9K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.61% | $1M | 16.3K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.60% | $5M | 79.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.60% | $7M | 101.6K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.60% | $132M | 2.00M | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.60% | $4M | 62.2K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.60% | $956,721 | 13.3K | Q2 2026 |
| Next Level Private LLC$511M AUM | 0.59% | $3M | 41.7K | Q2 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.58% | $3M | 38.7K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.58% | $28M | 419.0K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.58% | $1M | 15.9K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.57% | $2M | 36.2K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.57% | $2M | 33.6K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.57% | $4M | 58.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.57% | $10M | 148.8K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.57% | $954,561 | 13.3K | Q2 2026 |
| RAHLFS CAPITAL, LLC$136M AUM | 0.56% | $765,286 | 11.6K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.56% | $575,710 | 8.7K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.56% | $1M | 20.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.56% | $5M | 75.1K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.56% | $44M | 662.9K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.56% | $2M | 26.8K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.55% | $962,335 | 14.6K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.55% | $30M | 455.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.55% | $3.6B | 54.28M | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.55% | $2M | 26.9K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.54% | $1M | 21.2K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.54% | $550,595 | 8.3K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.54% | $3M | 43.6K | Q3 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.53% | $2M | 25.8K | Q2 2026 |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.53% | $867,109 | 13.1K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.53% | $1M | 18.2K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.53% | $1M | 16.4K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.52% | $2M | 34.9K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.52% | $631,478 | 9.6K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.51% | $137M | 2.08M | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.51% | $833,086 | 12.6K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.51% | $895,377 | 13.6K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.51% | $1M | 21.3K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.51% | $531,220 | 8.1K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 0.51% | $842,428 | 12.8K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.50% | $634,334 | 9.6K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.50% | $4M | 64.0K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.50% | $3M | 41.6K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.50% | $1M | 21.1K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.50% | $113M | 1.71M | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.50% | $916,193 | 13.9K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.50% | $507,350 | 8.8K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.50% | $1M | 16.7K | Q2 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.50% | $71M | 1.07M | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.50% | $1M | 16.6K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.49% | $14M | 218.6K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.49% | $14M | 212.6K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.49% | $1M | 15.2K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.49% | $862,665 | 12.9K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.49% | $678,127 | 10.3K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.49% | $835,706 | 12.7K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.49% | $3M | 43.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.49% | $11M | 166.7K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.49% | $14M | 217.0K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.48% | $609,767 | 10.6K | Q4 2025OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.48% | $551,776 | 8.2K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.48% | $878,789 | 13.3K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.48% | $1M | 20.2K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.48% | $1M | 19.8K | Q2 2026 |
| ArchPoint Investors$420M AUM | 0.48% | $2M | 30.1K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.48% | $529,702 | 8.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.48% | $2M | 36.3K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.48% | $3M | 51.8K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.48% | $4M | 57.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.48% | $17M | 264.0K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.48% | $997,922 | 17.3K | Q4 2025OLDER |
| Fluent Financial, LLC$280M AUM | 0.48% | $1M | 18.4K | Q3 2025OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.48% | $2M | 36.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.48% | $59M | 898.0K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.47% | $1M | 19.6K | Q3 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.47% | $3M | 38.9K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.47% | $1M | 18.2K | Q2 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.47% | $1M | 16.2K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.46% | $1M | 16.0K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.46% | $2M | 31.5K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.46% | $849,843 | 12.9K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.46% | $2M | 25.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.45% | $31M | 466.0K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.45% | $3M | 39.8K | Q3 2025OLDER |
| Old Peak Finance LLC$171M AUM | 0.45% | $776,636 | 11.8K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.45% | $900,382 | 13.6K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.45% | $1M | 19.5K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.45% | $2M | 24.7K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.45% | $67M | 1.17M | Q4 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.44% | $4M | 54.8K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.44% | $696,359 | 10.6K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.43% | $6M | 93.6K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.43% | $762,132 | 11.6K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.43% | $3M | 44.2K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.43% | $2M | 31.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.43% | $23M | 343.7K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 0.43% | $536,958 | 8.1K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.43% | $566,129 | 8.6K | Q1 2026OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 0.43% | $6M | 83.5K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.43% | $4M | 60.8K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.42% | $1M | 18.5K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.42% | $1M | 17.7K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.42% | $876,427 | 13.3K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.42% | $150M | 2.27M | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.42% | $1M | 19.0K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.42% | $660,361 | 10.0K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.42% | $1M | 17.7K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.42% | $70M | 1.06M | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 0.42% | $745,432 | 11.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.42% | $12M | 186.5K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 0.41% | $969,129 | 14.7K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.41% | $1M | 20.9K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.41% | $25M | 383.5K | Q3 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.41% | $12M | 183.4K | Q1 2026OLDER |
| Purewater Capital LLC$104M AUM | 0.41% | $429,880 | 6.5K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.41% | $35M | 534.7K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.41% | $774,393 | 11.7K | Q2 2026 |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.41% | $679,895 | 10.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.41% | $24M | 359.3K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.41% | $761,393 | 11.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.41% | $2M | 30.1K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.40% | $8M | 119.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.40% | $2M | 29.3K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.40% | $4M | 59.3K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.40% | $537,885 | 8.2K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.40% | $1M | 17.6K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.40% | $35M | 531.3K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.40% | $56M | 854.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.40% | $5M | 79.6K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.40% | $959,687 | 14.3K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.40% | $744,430 | 11.3K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.39% | $2M | 35.5K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.39% | $11M | 162.1K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.39% | $14M | 219.4K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.39% | $2M | 23.5K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.39% | $775,712 | 11.8K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.39% | $1M | 18.7K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.39% | $486,488 | 7.4K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.39% | $4M | 56.0K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.38% | $470,206 | 7.1K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.38% | $351,957 | 6.1K | Q4 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.37% | $667,556 | 10.1K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.37% | $700,616 | 10.6K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.37% | $630,685 | 10.9K | Q4 2025OLDER |
| BRANDYWINE TRUST CO$552M AUM | 0.37% | $2M | 30.8K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.37% | $17M | 264.6K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.37% | $849,753 | 12.9K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.36% | $616,790 | 9.3K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.36% | $1M | 20.1K | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.36% | $451,622 | 6.8K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.36% | $852,988 | 12.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.36% | $177M | 2.68M | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.36% | $2M | 29.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.36% | $419,795 | 6.4K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.36% | $2M | 31.3K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.36% | $654,225 | 9.9K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.36% | $2M | 30.2K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 0.36% | $844,814 | 12.8K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.36% | $438,504 | 6.6K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.36% | $790,860 | 12.0K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.35% | $337M | 5.11M | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.35% | $2M | 29.3K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.35% | $510,499 | 7.7K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.35% | $15M | 221.1K | Q3 2025OLDER |
| Tradewinds, LLC.$310M AUM | 0.35% | $1M | 14.4K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.35% | $360,140 | 5.5K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.34% | $893,769 | 13.5K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.34% | $633,297 | 9.6K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.34% | $4M | 54.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.34% | $5M | 81.8K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 0.34% | $575,499 | 8.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.34% | $2M | 36.1K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.34% | $8M | 118.5K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.34% | $9M | 142.5K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.34% | $1M | 18.5K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.34% | $442,543 | 6.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.34% | $1M | 16.1K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.34% | $348,000 | 5.3K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.34% | $746,323 | 11.3K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.34% | $819,728 | 12.4K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.33% | $1M | 21.1K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.33% | $2M | 37.6K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.33% | $432,103 | 6.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.33% | $27M | 407.7K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.33% | $657,964 | 10.0K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.33% | $740,107 | 11.0K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.33% | $840,712 | 12.7K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.33% | $1M | 16.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.33% | $1.4B | 21.50M | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.33% | $607M | 9.20M | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.33% | $455,265 | 6.9K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.33% | $926,618 | 14.0K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.33% | $472,421 | 7.2K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 0.33% | $3M | 43.2K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 0.33% | $613,047 | 9.3K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.33% | $411,761 | 5.7K | Q2 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.33% | $32M | 477.6K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.32% | $30M | 455.0K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.32% | $259M | 3.61M | Q2 2026 |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.32% | $1M | 20.8K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.32% | $423,666 | 6.4K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.32% | $496,839 | 7.5K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 0.32% | $3M | 40.0K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.32% | $689,605 | 9.5K | Q2 2026 |
| Verus Financial Partners, Inc.$1.1B AUM | 0.32% | $4M | 54.7K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.32% | $12M | 200.5K | Q4 2025OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.32% | $1M | 15.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.32% | $443M | 6.71M | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.32% | $3M | 45.5K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.32% | $4M | 65.0K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.31% | $2M | 28.9K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.31% | $798,325 | 12.1K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.31% | $888,427 | 13.5K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.31% | $707,941 | 10.7K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.31% | $438,164 | 6.6K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.31% | $5M | 69.1K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.31% | $1M | 16.1K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.31% | $698,174 | 10.6K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.31% | $660,296 | 10.0K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.31% | $408,946 | 6.2K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.31% | $596,878 | 9.0K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.31% | $778,157 | 11.8K | Q3 2025OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.31% | $551,804 | 8.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.30% | $1M | 20.4K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.30% | $861,631 | 13.1K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.30% | $2M | 43.0K | Q4 2025OLDER |
| Odyssean, LLC$274M AUM | 0.30% | $827,647 | 12.5K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 0.30% | $375,951 | 5.7K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.30% | $724,306 | 11.0K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.30% | $479,891 | 7.3K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.30% | $488,471 | 7.4K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.30% | $379,631 | 5.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.30% | $589,141 | 8.9K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.30% | $437,580 | 6.6K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 0.30% | $672,158 | 10.2K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.30% | $2M | 27.0K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.30% | $699,243 | 12.1K | Q4 2025OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.30% | $701,081 | 9.7K | Q2 2026 |
| Rubicon Advisors, GP$115M AUM | 0.30% | $339,351 | 5.1K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.29% | $789,983 | 12.0K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.29% | $3M | 40.2K | Q2 2026 |
| Greenfield Savings Bank$264M AUM | 0.29% | $774,182 | 10.8K | Q2 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.29% | $1M | 15.6K | Q3 2025OLDER |
| Capital Squared Financial LLC$131M AUM | 0.29% | $384,087 | 5.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.29% | $346,345 | 5.2K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.29% | $453,417 | 6.9K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.29% | $2M | 22.1K | Q2 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.29% | $328,828 | 5.0K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.29% | $518,709 | 9.0K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.29% | $4M | 66.8K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.29% | $1M | 17.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.29% | $2M | 35.4K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.29% | $2M | 32.3K | Q2 2026 |
| CDKV HOLDINGS LLC$114M AUM | 0.29% | $326,849 | 5.0K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.29% | $2M | 35.7K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.29% | $646,759 | 9.8K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.29% | $486,223 | 7.3K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.29% | $4M | 62.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.29% | $11M | 172.2K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.28% | $34M | 512.0K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.28% | $2M | 26.1K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.28% | $396,144 | 5.5K | Q2 2026 |
| GoalVest Advisory LLC$539M AUM | 0.28% | $2M | 21.3K | Q2 2026 |
| Successful Portfolios LLC$181M AUM | 0.28% | $513,885 | 7.7K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.28% | $497,907 | 7.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.28% | $11M | 158.0K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.28% | $2M | 24.9K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.28% | $2M | 31.5K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.28% | $5M | 72.9K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.28% | $940,100 | 14.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.28% | $17M | 252.6K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.28% | $1M | 17.6K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.28% | $533,613 | 8.1K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.28% | $667,001 | 9.9K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $709,931 | 9.9K | Q2 2026 |
| Towne Trust Company, N.A$311M AUM | 0.27% | $850,545 | 12.9K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.27% | $3M | 46.4K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.27% | $327,259 | 4.9K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.27% | $1M | 17.6K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.27% | $2M | 25.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.27% | $12M | 174.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.27% | $2M | 26.3K | Q4 2025OLDER |
| Security National Bank$838M AUM | 0.27% | $2M | 31.1K | Q2 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.27% | $2M | 32.3K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.27% | $602,357 | 9.1K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.27% | $3M | 48.1K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.27% | $797,357 | 12.1K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.27% | $3M | 52.0K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.27% | $285,000 | 4.3K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 0.27% | $298,472 | 4.5K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.26% | $587,311 | 8.9K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.26% | $278,641 | 4.2K | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.26% | $792,337 | 12.0K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.26% | $1.7B | 25.68M | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.26% | $2M | 27.0K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.26% | $1M | 19.5K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.26% | $161M | 2.43M | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.26% | $711,298 | 10.8K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.26% | $627,103 | 9.5K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.26% | $1M | 16.7K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.26% | $457,471 | 6.9K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.26% | $2M | 30.8K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.26% | $519,872 | 7.9K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.26% | $716,506 | 10.9K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.26% | $605,656 | 9.2K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.25% | $9M | 134.7K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 0.25% | $729,124 | 11.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.25% | $373,041 | 5.7K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.25% | $5M | 72.1K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.25% | $469,585 | 7.1K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.25% | $7M | 105.8K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.25% | $414,930 | 6.3K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.25% | $1M | 19.7K | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 0.25% | $329,950 | 5.0K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.25% | $977,056 | 14.8K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.25% | $5M | 75.9K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$367M AUM | 0.25% | $915,413 | 12.7K | Q2 2026 |
| TFB Advisors LLC$191M AUM | 0.25% | $476,514 | 7.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.25% | $7M | 113.5K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.25% | $411,382 | 6.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.25% | $3M | 41.9K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.25% | $873,118 | 13.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.25% | $182M | 2.76M | Q1 2026OLDER |
| Horizon Advisory Services, Inc.$195M AUM | 0.25% | $479,926 | 7.3K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.