MRKMERCK & CO INC
CUSIP 58933Y105 · Yahoo Finance ↗ · Google Finance ↗
Merck & Co Inc (MRK) has 3,702 institutional holders in Filings Flow’s 13F database, together reporting 1921.44M shares worth $220.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
3,702
Q1 2026
Reported Value
$220.8B
Ticker
MRK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Radnor Capital Management, LLC$676M AUM | 9.25% | $62M | 519.4K | Q1 2026OLDER |
| Tri Locum Partners LP$713M AUM | 8.62% | $38M | 446.9K | Q3 2025OLDER |
| Clark & Stuart, Inc$148M AUM | 8.41% | $12M | 103.1K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 7.73% | $11M | 94.4K | Q1 2026OLDER |
| Atle Fund Management AB$310M AUM | 7.40% | $23M | 33.9K | Q1 2026OLDER |
| SECTOR GAMMA AS$423M AUM | 7.39% | $31M | 260.3K | Q1 2026OLDER |
| Smead Capital Management, Inc.$4.6B AUM | 6.47% | $297M | 2.47M | Q1 2026OLDER |
| Round Hill Asset Management$153M AUM | 5.67% | $9M | 72.0K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 5.13% | $11M | 88.6K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 4.85% | $27M | 227.3K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 4.66% | $449M | 3.73M | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 4.47% | $9M | 72.6K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 4.29% | $71M | 589.8K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 4.25% | $30M | 246.7K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 4.16% | $83M | 645.3K | Q2 2026 |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 4.07% | $7M | 62.1K | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 4.06% | $14M | 112.4K | Q1 2026OLDER |
| Castlefield Investment Partners LLP$131M AUM | 4.02% | $5M | 43.7K | Q1 2026OLDER |
| Sio Capital Management, LLC$697M AUM | 3.77% | $15M | 177.3K | Q3 2025OLDER |
| Boit C F David$225M AUM | 3.75% | $8M | 70.3K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 3.74% | $20M | 166.9K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 3.71% | $6M | 48.1K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 3.66% | $18M | 142.0K | Q2 2026 |
| THOMAS STORY & SON LLC$261M AUM | 3.63% | $9M | 78.5K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 3.57% | $15M | 120.6K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 3.56% | $5M | 42.5K | Q1 2026OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 3.56% | $51M | 427.5K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 3.52% | $54M | 447.2K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 3.50% | $11M | 93.9K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 3.47% | $157M | 1.31M | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 3.47% | $54M | 446.6K | Q1 2026OLDER |
| SRB CORP$1.6B AUM | 3.42% | $56M | 463.3K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 3.39% | $20M | 163.0K | Q1 2026OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 3.34% | $173M | 1.44M | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 3.24% | $8M | 62.4K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 3.22% | $15M | 116.4K | Q2 2026 |
| Stamos Capital Partners, L.P.$640M AUM | 3.20% | $20M | 170.4K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 3.20% | $3M | 33.8K | Q4 2025OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 3.18% | $11M | 92.8K | Q1 2026OLDER |
| Kamunting Street Capital Management, L.P.$183M AUM | 3.12% | $4M | 50.0K | Q3 2025OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 3.12% | $952M | 7.92M | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 3.11% | $66M | 552.5K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 3.06% | $94M | 785.2K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 3.05% | $4M | 31.4K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 3.00% | $543M | 4.52M | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.89% | $6M | 53.7K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 2.89% | $7M | 62.3K | Q1 2026OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 2.88% | $9M | 69.5K | Q2 2026 |
| Private Wealth Partners, LLC$1.3B AUM | 2.87% | $37M | 309.3K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 2.85% | $190M | 1.58M | Q1 2026OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 2.83% | $54M | 446.9K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 2.77% | $82M | 775.0K | Q4 2025OLDER |
| Miramar Capital, LLC$449M AUM | 2.77% | $12M | 103.5K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 2.76% | $8M | 62.9K | Q1 2026OLDER |
| FOUNDATION RESOURCE MANAGEMENT INC$889M AUM | 2.74% | $24M | 202.2K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 2.74% | $5M | 45.4K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 2.67% | $16M | 123.7K | Q2 2026 |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.66% | $5M | 38.5K | Q2 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 2.65% | $3M | 31.0K | Q4 2025OLDER |
| LAWOOD & CO$108M AUM | 2.62% | $3M | 23.4K | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 2.59% | $4M | 35.8K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 2.58% | $8M | 64.9K | Q2 2026 |
| Fluent Financial, LLC$280M AUM | 2.56% | $7M | 63.9K | Q4 2025OLDER |
| Columbia Asset Management$525M AUM | 2.56% | $13M | 111.7K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.56% | $249M | 2.07M | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 2.55% | $22M | 184.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 2.53% | $32M | 262.4K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 2.51% | $4M | 35.0K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 2.51% | $18M | 151.9K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 2.51% | $143M | 1.19M | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 2.50% | $15M | 115.2K | Q2 2026 |
| FengHe Fund Management Pte. Ltd.$724M AUM | 2.49% | $44M | 420.4K | Q4 2025OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.47% | $22M | 180.2K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 2.47% | $63M | 490.0K | Q2 2026 |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 2.47% | $6M | 53.4K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 2.47% | $37M | 308.8K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.46% | $2M | 24.3K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 2.46% | $8M | 62.8K | Q1 2026OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 2.45% | $5M | 45.1K | Q1 2026OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 2.45% | $51M | 425.0K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.42% | $53M | 505.6K | Q4 2025OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 2.42% | $33M | 271.3K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 2.41% | $16M | 135.7K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.40% | $28M | 229.4K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 2.40% | $44M | 367.5K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 2.39% | $5M | 40.9K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.39% | $5M | 43.4K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 2.37% | $5M | 40.3K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 2.36% | $35M | 293.1K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.35% | $21M | 177.1K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 2.35% | $5M | 42.3K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 2.33% | $16M | 132.3K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 2.33% | $2M | 19.5K | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 2.33% | $22M | 185.0K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 2.29% | $5M | 42.9K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 2.27% | $5M | 39.2K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 2.26% | $3M | 22.0K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 2.25% | $16M | 130.1K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 2.23% | $6M | 51.7K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 2.23% | $91M | 752.6K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 2.20% | $12M | 98.2K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 2.17% | $42M | 351.6K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.17% | $6M | 50.8K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 2.16% | $30M | 249.9K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 2.16% | $3M | 31.6K | Q4 2025OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 2.16% | $3M | 23.9K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 2.16% | $4M | 36.8K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 2.16% | $844M | 7.01M | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 2.16% | $3M | 25.1K | Q1 2026OLDER |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 2.14% | $3M | 21.5K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 2.13% | $7M | 59.2K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 2.11% | $3M | 29.0K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 2.11% | $11M | 93.4K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 2.10% | $18M | 153.1K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 2.10% | $3M | 26.3K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 2.08% | $5M | 41.6K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 2.07% | $21M | 171.5K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 2.06% | $38M | 313.7K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 2.05% | $4M | 34.0K | Q1 2026OLDER |
| DIADEMA PARTNERS LP$588M AUM | 2.05% | $12M | 100.0K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 2.03% | $153M | 1.27M | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 2.02% | $8M | 66.2K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 2.01% | $25M | 210.4K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 1.98% | $3M | 21.9K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 1.98% | $9M | 73.2K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 1.98% | $1.5B | 12.37M | Q1 2026OLDER |
| PFM Health Sciences, LP$1.1B AUM | 1.97% | $20M | 187.8K | Q4 2025OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.97% | $116M | 960.7K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 1.97% | $3M | 22.1K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.96% | $277M | 2.30M | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 1.95% | $21M | 171.0K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.95% | $2M | 18.0K | Q1 2026OLDER |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 1.93% | $6M | 53.3K | Q1 2026OLDER |
| PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM | 1.92% | $8M | 63.3K | Q1 2026OLDER |
| Cutler Capital Management, LLC$370M AUM | 1.90% | $7M | 58.4K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 1.89% | $10.1B | 84.31M | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 1.88% | $96M | 798.2K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 1.88% | $11M | 87.4K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 1.87% | $4M | 32.5K | Q2 2026 |
| Abbot Financial Management, Inc.$239M AUM | 1.86% | $4M | 37.1K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 1.86% | $4M | 30.8K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 1.85% | $25M | 209.6K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.85% | $4M | 38.0K | Q4 2025OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.83% | $12M | 97.3K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 1.83% | $6M | 47.9K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 1.83% | $3M | 27.8K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.83% | $14M | 112.5K | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 1.83% | $7M | 59.4K | Q1 2026OLDER |
| Kerusso Capital Management LLC$200M AUM | 1.82% | $4M | 30.3K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.81% | $89M | 743.6K | Q1 2026OLDER |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 1.80% | $5M | 43.8K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 1.79% | $21M | 176.4K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 1.78% | $8M | 66.5K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.78% | $9M | 73.1K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.75% | $8M | 65.0K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 1.74% | $6M | 51.1K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 1.74% | $10M | 76.6K | Q2 2026 |
| Systematic Alpha Investments, LLC$2.8B AUM | 1.74% | $49M | 410.7K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.74% | $829M | 6.89M | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.73% | $14M | 111.0K | Q2 2026 |
| Estabrook Capital Management$685M AUM | 1.72% | $12M | 98.2K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 1.72% | $2M | 18.9K | Q1 2026OLDER |
| Employees Provident Fund Board$13.2B AUM | 1.72% | $228M | 1.90M | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 1.72% | $31M | 368.8K | Q3 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 1.71% | $3M | 22.8K | Q1 2026OLDER |
| Patient Square Capital LP$564M AUM | 1.71% | $10M | 80.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.71% | $3M | 28.6K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.70% | $10M | 82.4K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 1.69% | $61M | 503.1K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.69% | $3M | 25.1K | Q1 2026OLDER |
| Martin Investment Management, LLC$334M AUM | 1.69% | $6M | 47.0K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.69% | $6M | 53.5K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 1.69% | $7M | 54.6K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 1.68% | $6M | 47.4K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 1.68% | $15M | 122.1K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.65% | $14M | 114.9K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.64% | $13M | 110.1K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.63% | $2M | 20.1K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 1.63% | $94M | 779.4K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 1.63% | $3M | 23.9K | Q1 2026OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 1.62% | $23M | 192.7K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 1.62% | $4M | 32.2K | Q2 2026 |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 1.62% | $25M | 204.3K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 1.62% | $22M | 178.9K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 1.61% | $6M | 53.2K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.59% | $19M | 157.2K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 1.59% | $19M | 160.2K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 1.58% | $27M | 228.2K | Q1 2026OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 1.58% | $80M | 663.4K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 1.58% | $5M | 43.7K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.57% | $3M | 22.2K | Q2 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.57% | $189M | 1.57M | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.55% | $5M | 43.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.55% | $4M | 32.5K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 1.54% | $105M | 875.0K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 1.52% | $8M | 65.0K | Q2 2026 |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 1.52% | $3M | 25.2K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 1.51% | $8M | 66.2K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.51% | $29M | 237.6K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 1.51% | $12M | 96.6K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 1.51% | $2M | 2.07M | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.50% | $2M | 17.3K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.49% | $13M | 110.0K | Q1 2026OLDER |
| SAMLYN CAPITAL, LLC$5.9B AUM | 1.49% | $87M | 726.5K | Q1 2026OLDER |
| CENTRAL SECURITIES CORP$1.2B AUM | 1.49% | $18M | 150.0K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 1.49% | $2M | 16.4K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.47% | $5M | 43.5K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 1.47% | $8M | 65.9K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 1.45% | $3M | 27.0K | Q2 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 1.44% | $6M | 46.1K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 1.44% | $4M | 36.7K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 1.44% | $2M | 15.1K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 1.43% | $14M | 114.7K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 1.43% | $12M | 98.6K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 1.43% | $2M | 26.7K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 1.43% | $122M | 1.16M | Q4 2025OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 1.42% | $46M | 380.7K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 1.42% | $12M | 102.2K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 1.42% | $12M | 103.0K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 1.42% | $8M | 64.3K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.42% | $3M | 21.2K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 1.42% | $4M | 28.8K | Q2 2026 |
| Clear Trail Advisors, LLC$601M AUM | 1.42% | $9M | 70.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 1.42% | $95M | 791.7K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.41% | $4M | 30.9K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 1.41% | $6M | 52.7K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 1.41% | $3M | 23.7K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 1.41% | $65M | 544.2K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 1.40% | $21M | 173.9K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 1.40% | $1M | 12.0K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.39% | $12M | 101.9K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.39% | $16M | 132.1K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 1.38% | $15M | 128.4K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.38% | $3M | 20.9K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.37% | $2M | 19.2K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 1.36% | $4M | 27.3K | Q2 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 1.36% | $2M | 19.3K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.35% | $7M | 50.6K | Q2 2026 |
| New Hampshire Trust$496M AUM | 1.35% | $7M | 55.6K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 1.35% | $90M | 744.6K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 1.34% | $2M | 17.4K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 1.34% | $443M | 3.70M | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 1.34% | $3M | 28.7K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.33% | $3M | 21.4K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.33% | $15M | 124.5K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 1.33% | $1M | 11.2K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 1.33% | $7M | 55.6K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.33% | $40M | 333.0K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.33% | $10M | 79.3K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 1.33% | $6M | 46.9K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.32% | $11M | 88.2K | Q1 2026OLDER |
| DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM | 1.32% | $86M | 1.03M | Q3 2025OLDER |
| Rockline Wealth Management, LLC$460M AUM | 1.32% | $6M | 50.3K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 1.31% | $4M | 35.6K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.31% | $18M | 152.8K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 1.31% | $17M | 143.5K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 1.31% | $1.7B | 13.79M | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.30% | $7M | 54.3K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.30% | $27M | 222.4K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 1.30% | $2M | 15.9K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 1.29% | $21M | 203.2K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.29% | $2M | 13.9K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 1.29% | $2M | 18.7K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 1.29% | $11M | 93.1K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.28% | $10M | 85.3K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 1.28% | $8M | 63.6K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.28% | $21M | 172.4K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 1.27% | $36M | 300.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.27% | $2M | 19.2K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.27% | $4M | 35.2K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.27% | $18M | 150.8K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 1.27% | $3M | 22.2K | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 1.26% | $103M | 854.2K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.26% | $1M | 11.0K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.26% | $6M | 49.9K | Q1 2026OLDER |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 1.25% | $2M | 15.4K | Q4 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 1.25% | $8M | 62.8K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.24% | $75M | 626.8K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 1.24% | $35M | 293.5K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 1.24% | $3M | 28.7K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.24% | $192M | 1.60M | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 1.23% | $2M | 18.2K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 1.23% | $12M | 100.0K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.23% | $2M | 14.3K | Q2 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 1.23% | $3M | 24.5K | Q4 2025OLDER |
| Massachusetts Wealth Management$231M AUM | 1.23% | $3M | 23.6K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 1.23% | $1M | 12.6K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 1.23% | $2M | 13.2K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 1.23% | $1M | 11.9K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 1.23% | $14M | 115.5K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 1.22% | $2M | 23.6K | Q4 2025OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.22% | $21M | 173.7K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 1.22% | $5M | 44.4K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 1.22% | $6M | 49.9K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.21% | $3M | 22.8K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.21% | $10M | 79.0K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 1.21% | $5M | 43.2K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 1.20% | $5M | 40.7K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.20% | $4M | 47.5K | Q3 2025OLDER |
| Stablepoint Partners, LLC$723M AUM | 1.19% | $9M | 67.2K | Q2 2026 |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.19% | $21M | 175.8K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 1.19% | $5M | 39.7K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 1.19% | $2M | 15.2K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 1.19% | $2M | 31.7K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 1.18% | $3M | 26.4K | Q2 2026 |
| WHITE PINE CAPITAL LLC$355M AUM | 1.18% | $4M | 35.0K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 1.18% | $2M | 18.5K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 1.18% | $4M | 33.8K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 1.18% | $30M | 245.8K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 1.18% | $3M | 25.6K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 1.18% | $16M | 132.6K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 1.18% | $2M | 14.5K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 1.17% | $1M | 10.6K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 1.17% | $95M | 792.6K | Q1 2026OLDER |
| Redwood Grove Capital, LLC$310M AUM | 1.17% | $4M | 30.1K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 1.17% | $5M | 43.8K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.16% | $7M | 56.2K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 1.15% | $5M | 41.2K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 1.15% | $2M | 14.4K | Q2 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 1.14% | $3M | 21.8K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 1.14% | $3M | 20.8K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 1.14% | $2M | 18.8K | Q2 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 1.14% | $2M | 18.6K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 1.13% | $12M | 101.1K | Q1 2026OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 1.13% | $60M | 499.8K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 1.13% | $4M | 28.2K | Q2 2026 |
| Artia Global Partners LP$499M AUM | 1.12% | $6M | 46.7K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 1.12% | $90M | 747.6K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 1.12% | $1M | 11.6K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 1.11% | $95M | 736.7K | Q2 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 1.11% | $2M | 15.8K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 1.11% | $3M | 21.2K | Q1 2026OLDER |
| TSP Capital Management Group, LLC$410M AUM | 1.10% | $5M | 37.6K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 1.10% | $3M | 27.2K | Q1 2026OLDER |
| Perpetual Ltd$6.5B AUM | 1.10% | $72M | 594.4K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 1.09% | $13M | 109.2K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.09% | $11M | 87.6K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 1.09% | $2M | 19.8K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.09% | $5M | 40.0K | Q1 2026OLDER |
| CNB Bank$238M AUM | 1.08% | $3M | 21.4K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 1.08% | $5M | 41.0K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.08% | $3.2B | 26.44M | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.07% | $4M | 31.5K | Q1 2026OLDER |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9B AUM | 1.07% | $21M | 172.9K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 1.07% | $3M | 26.1K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 1.07% | $27M | 224.9K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 1.06% | $3M | 27.9K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 1.06% | $339M | 2.82M | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 1.06% | $11M | 91.9K | Q1 2026OLDER |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 1.06% | $2M | 17.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 1.05% | $22M | 256.8K | Q3 2025OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.05% | $13M | 110.5K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 1.05% | $4M | 31.0K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 1.05% | $2M | 12.3K | Q2 2026 |
| Oak Harvest Investment Services$958M AUM | 1.05% | $10M | 83.4K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 1.05% | $131M | 1.09M | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 1.05% | $2M | 17.1K | Q4 2025OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.05% | $8M | 68.4K | Q1 2026OLDER |
| BLACKHILL CAPITAL INC$1.9B AUM | 1.05% | $20M | 168.9K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 1.04% | $10M | 85.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 1.04% | $8M | 67.5K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.04% | $2M | 12.6K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 1.03% | $1M | 13.9K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 1.03% | $37M | 303.9K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.03% | $158M | 1.32M | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 1.03% | $25M | 205.1K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 1.03% | $2M | 19.4K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.03% | $5M | 39.3K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.03% | $22M | 181.0K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 1.03% | $5M | 40.6K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 1.02% | $17M | 143.0K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 1.02% | $7M | 60.4K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.02% | $7M | 56.6K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 1.02% | $3M | 28.6K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 1.02% | $15M | 125.0K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.02% | $1M | 10.7K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 1.01% | $1M | 9.5K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.01% | $2M | 18.3K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 1.01% | $98M | 1.27M | Q2 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 1.01% | $1M | 11.3K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 1.00% | $7M | 55.3K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 1.00% | $6M | 83.0K | Q2 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 1.00% | $4M | 29.4K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.99% | $4M | 33.1K | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.99% | $30M | 251.5K | Q1 2026OLDER |
| DKRT Investments Corp.$395M AUM | 0.99% | $4M | 32.5K | Q1 2026OLDER |
| Soleus Capital Management, L.P.$2.5B AUM | 0.99% | $24M | 203.0K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.99% | $13M | 111.4K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.99% | $4M | 29.6K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 0.98% | $30M | 246.0K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.98% | $8M | 63.0K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.98% | $10M | 81.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.98% | $2M | 13.6K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.98% | $42M | 351.7K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.98% | $1M | 12.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.98% | $2M | 17.6K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.98% | $13M | 110.2K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 0.98% | $1M | 12.1K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.97% | $68M | 561.9K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.97% | $2M | 17.4K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.97% | $2M | 14.7K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.97% | $2M | 13.6K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.97% | $33M | 271.1K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.96% | $1M | 12.4K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.96% | $2M | 14.6K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.96% | $6M | 45.7K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.96% | $3M | 27.9K | Q4 2025OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 0.96% | $197M | 1.64M | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.96% | $12M | 100.1K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.96% | $3M | 22.1K | Q2 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 0.96% | $2M | 14.5K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.96% | $3M | 22.6K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.96% | $54M | 443.6K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.95% | $3M | 28.5K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.95% | $1.0B | 8.53M | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 0.95% | $6M | 48.2K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.95% | $1M | 8.8K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.95% | $34M | 285.0K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.95% | $3M | 21.6K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.95% | $1M | 12.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.94% | $13M | 106.8K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.94% | $3M | 25.3K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.94% | $34M | 282.4K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.94% | $9M | 101.9K | Q3 2025OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 0.94% | $2M | 17.0K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.94% | $14M | 115.9K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.94% | $10M | 86.9K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.93% | $2M | 14.1K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.93% | $2M | 14.6K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.93% | $33M | 270.5K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 0.93% | $2M | 15.0K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.93% | $2M | 18.6K | Q2 2026 |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 0.93% | $6M | 48.6K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.93% | $3M | 26.5K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.93% | $9M | 78.7K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.93% | $5M | 38.0K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.92% | $6M | 46.1K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.92% | $6M | 46.8K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 0.92% | $2M | 12.9K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 0.92% | $1M | 9.9K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.92% | $1M | 11.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.92% | $997M | 8.29M | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.92% | $2M | 18.6K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.92% | $6M | 53.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.91% | $6.0B | 49.77M | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.91% | $116M | 967.6K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 0.91% | $43M | 359.0K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.91% | $3M | 25.2K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.91% | $11M | 83.9K | Q2 2026 |
| Towne Trust Company, N.A$311M AUM | 0.91% | $3M | 23.5K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.91% | $561M | 4.67M | Q1 2026OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.90% | $4M | 37.0K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.90% | $853M | 7.09M | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.89% | $1M | 10.5K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.89% | $6M | 52.8K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.89% | $5M | 40.8K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 0.89% | $1M | 10.8K | Q1 2026OLDER |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 0.89% | $1M | 9.3K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.89% | $35M | 294.9K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.89% | $3M | 27.2K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.89% | $4M | 32.7K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.89% | $3M | 19.9K | Q2 2026 |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.89% | $8M | 68.0K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.88% | $1M | 9.4K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.88% | $4M | 37.1K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.88% | $4M | 35.0K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 0.88% | $2M | 20.2K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.88% | $4M | 32.9K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.88% | $14M | 130.6K | Q4 2025OLDER |
| Cypress Capital, LLC$351M AUM | 0.88% | $3M | 25.6K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.88% | $1M | 8.8K | Q1 2026OLDER |
| PERKINS CAPITAL MANAGEMENT INC$107M AUM | 0.87% | $932,247 | 7.8K | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 0.87% | $2M | 18.0K | Q3 2025OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.87% | $66M | 630.1K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.87% | $1M | 9.4K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.87% | $12M | 95.7K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.87% | $132M | 1.10M | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.86% | $3M | 23.9K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.86% | $6M | 49.5K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.86% | $4M | 30.1K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.86% | $2M | 12.8K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.86% | $3M | 28.4K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.86% | $1M | 11.1K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.85% | $1M | 8.7K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.85% | $46M | 545.4K | Q3 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.85% | $143M | 1.36M | Q4 2025OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.85% | $1M | 11.8K | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 0.85% | $10M | 83.0K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.85% | $3M | 23.7K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.84% | $198M | 1.64M | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.84% | $5M | 43.8K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.84% | $2M | 12.1K | Q2 2026 |
| Herold Advisors, Inc.$455M AUM | 0.84% | $4M | 31.7K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 0.84% | $1M | 9.0K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.83% | $24M | 203.7K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.83% | $2M | 16.4K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.83% | $9M | 72.8K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.83% | $844,054 | 7.0K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.83% | $32M | 266.0K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.83% | $4M | 49.7K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.