SEC 13F Intelligence

NOCNORTHROP GRUMMAN CORP

CUSIP 666807102 · Yahoo Finance ↗ · Google Finance ↗

Northrop Grumman Corp (NOC) has 1,863 institutional holders in Filings Flow’s 13F database, together reporting 118.16M shares worth $77.2B as of Q1 2026. The largest reported holders are State Street Corp, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
1,863
Q1 2026
Reported Value
$77.2B
Ticker
NOC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 916Q4 ’18Q1 ’19: 967Q2 ’19: 989Q2 ’19Q3 ’19: 1,042Q2 ’21: 1,180Q2 ’21Q4 ’21: 1,185Q4 ’22: 1,436Q4 ’22Q4 ’25: 1,761Q1 ’26: 1,863Q1 ’26Q2 ’26: 122filingsflow.com
Total reported value
Q4 ’18: $133.6BQ4 ’18Q1 ’19: $158.8BQ2 ’19: $123.3BQ2 ’19Q3 ’19: $162.6BQ2 ’21: $224.9BQ2 ’21Q4 ’21: $214.7BQ4 ’22: $30.5BQ4 ’22Q4 ’25: $64.2BQ1 ’26: $77.2BQ1 ’26Q2 ’26: $475Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Focused Investors LLC$3.1B AUM3.94%$121M177.4KQ1 2026OLDER
Vantage Investment Partners, LLC$1.4B AUM3.60%$52M76.6KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM3.26%$32M46.3KQ1 2026OLDER
AHL INVESTMENT MANAGEMENT, INC.$146M AUM3.24%$5M7.8KQ3 2025OLDER
Mawer Investment Management Ltd.$15.4B AUM3.02%$466M683.4KQ1 2026OLDER
Themes Management Co LLC$162M AUM2.97%$5M7.0KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM2.89%$108M158.1KQ1 2026OLDER
JLB & ASSOCIATES INC$696M AUM2.87%$20M29.3KQ1 2026OLDER
BCWM, LLC$353M AUM2.56%$9M13.2KQ1 2026OLDER
EVEXIA WEALTH LLC$364M AUM2.51%$9M13.4KQ1 2026OLDER
Glass Wealth Management Co LLC$258M AUM2.47%$6M9.3KQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM2.40%$67M97.7KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM2.40%$33M48.6KQ1 2026OLDER
BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM2.28%$5M9.3KQ4 2025OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM2.14%$23M33.0KQ1 2026OLDER
McDonough Capital Management, Inc$183M AUM2.14%$4M5.7KQ1 2026OLDER
Legal Advantage Investments, Inc.$194M AUM2.13%$4M6.1KQ1 2026OLDER
Trinity Street Asset Management LLP$1.5B AUM2.12%$31M45.2KQ1 2026OLDER
Lumbard & Kellner, LLC$289M AUM2.09%$6M8.9KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM2.04%$3M6.7KQ1 2026OLDER
Old West Investment Management, LLC$923M AUM2.04%$19M27.5KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM1.97%$9M12.9KQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM1.94%$3M3.7KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM1.87%$29M43.1KQ1 2026OLDER
Talbot Financial, LLC$1.2B AUM1.80%$21M31.4KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM1.77%$3M5.1KQ1 2026OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM1.77%$132M194.2KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM1.75%$2M2.9KQ1 2026OLDER
Kenora Financial, LLC$286M AUM1.75%$5M7.3KQ1 2026OLDER
Paloma Partners Management Co$510M AUM1.74%$9M13.0KQ1 2026OLDER
Concorde Financial Corp$127M AUM1.73%$2M3.2KQ1 2026OLDER
McCollum Christoferson Group LLC$333M AUM1.71%$6M42.5KQ1 2026OLDER
Trivant Custom Portfolio Group, LLC$182M AUM1.67%$3M4.5KQ1 2026OLDER
Sierra Legacy Group$131M AUM1.64%$2M3.1KQ1 2026OLDER
Cassilly Financial Group LLC$115M AUM1.64%$2M2.8KQ1 2026OLDER
Signet Investment Advisory Group, Inc.$218M AUM1.63%$4M5.2KQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM1.60%$14M20.4KQ1 2026OLDER
Founders Capital Management$205M AUM1.57%$3M4.7KQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM1.53%$9M13.1KQ1 2026OLDER
Sanders Capital, LLC$83.9B AUM1.52%$1.3B1.87MQ1 2026OLDER
Oxler Private Wealth LLC$319M AUM1.51%$5M7.1KQ1 2026OLDER
Capital Investment Counsel, LLC$730M AUM1.51%$11M16.1KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM1.50%$243M356.6KQ1 2026OLDER
American Money Management, LLC$632M AUM1.49%$9M13.8KQ1 2026OLDER
4J Wealth Management LLC$176M AUM1.48%$3M3.8KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM1.47%$3M4.5KQ4 2025OLDER
Telos Capital Management, Inc.$1.0B AUM1.44%$15M22.1KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM1.43%$4M5.8KQ1 2026OLDER
DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM1.42%$3M4.7KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM1.41%$16M24.0KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM1.37%$4M7.0KQ2 2026
Fox Hill Wealth Management$208M AUM1.36%$3M4.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM1.35%$158M231.7KQ1 2026OLDER
Huber Capital Management LLC$647M AUM1.30%$8M12.3KQ1 2026OLDER
Peachtree Investment Partners, LLC$262M AUM1.28%$3M4.9KQ1 2026OLDER
Capital International Sarl$6.1B AUM1.27%$78M113.6KQ1 2026OLDER
Taproot Management LP$530M AUM1.27%$8M13.7KQ4 2025OLDER
BCGM Wealth Management, LLC$398M AUM1.27%$5M7.4KQ1 2026OLDER
Family Legacy, Inc.$333M AUM1.23%$4M6.0KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM1.22%$3M4.7KQ1 2026OLDER
Alessandra Capital Management, LLC$113M AUM1.21%$1M2.4KQ1 2026OLDER
Aljian Capital Management, LLC$487M AUM1.18%$6M8.4KQ1 2026OLDER
Flavin Financial Services, Inc.$149M AUM1.16%$2M2.5KQ1 2026OLDER
SEARLE & CO.$398M AUM1.16%$5M6.7KQ1 2026OLDER
F/m Investments LLC$1.5B AUM1.15%$17M25.5KQ1 2026OLDER
TCV Trust & Wealth Management, Inc.$1.2B AUM1.14%$14M19.9KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM1.14%$2M2.3KQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM1.13%$12M17.5KQ1 2026OLDER
Capital International Investors$426.5B AUM1.13%$4.8B7.10MQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM1.11%$20M29.1KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM1.11%$144M211.6KQ1 2026OLDER
BDFS Capital LLC$208M AUM1.11%$2M3.4KQ1 2026OLDER
Eos Management, L.P.$233M AUM1.09%$3M3.7KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM1.08%$241M353.8KQ1 2026OLDER
BNC WEALTH MANAGEMENT, LLC$360M AUM1.07%$4M5.7KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM1.07%$3M3.8KQ1 2026OLDER
O'Domhnaill Enterprises, Inc.$124M AUM1.07%$1M1.9KQ1 2026OLDER
BEARING POINT CAPITAL, LLC$638M AUM1.07%$7M10.0KQ1 2026OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM1.06%$5M7.5KQ1 2026OLDER
Pflug Koory, LLC$218M AUM1.06%$2M3.4KQ1 2026OLDER
L & S Advisors Inc$795M AUM1.05%$8M12.2KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM1.04%$1M1.9KQ1 2026OLDER
NS Partners Ltd$2.2B AUM1.04%$23M34.0KQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM1.04%$2M3.1KQ1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM1.03%$54M79.8KQ1 2026OLDER
Chatterton & Associates Inc.$143M AUM1.02%$1M2.1KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM1.00%$25M41.6KQ3 2025OLDER
Life Cycle Investment Partners Ltd$15.7B AUM1.00%$157M229.8KQ1 2026OLDER
STRATEGIC PLANNING GROUP, LLC$715M AUM0.99%$7M10.4KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.99%$4M5.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.99%$5M7.9KQ3 2025OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.97%$63M91.8KQ1 2026OLDER
Sun Group Wealth Partners$127M AUM0.97%$1M1.8KQ1 2026OLDER
Athena Investment Management$193M AUM0.96%$2M2.7KQ1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.94%$16M23.8KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.94%$1M1.8KQ1 2026OLDER
Vivid Wealth Management, LLC$247M AUM0.93%$2M3.4KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.91%$1M1.5KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM0.91%$10M14.1KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.89%$1M1.5KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.89%$4M5.7KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM0.89%$11M15.7KQ1 2026OLDER
Prairie Wealth Advisors, Inc.$231M AUM0.89%$2M500Q1 2026OLDER
Estabrook Capital Management$685M AUM0.88%$6M8.8KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.86%$1M2.3KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.86%$15M21.9KQ1 2026OLDER
River Street Advisors LLC$296M AUM0.86%$3M3.7KQ1 2026OLDER
Narwhal Capital Management$1.4B AUM0.84%$11M16.6KQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.84%$7M9.6KQ1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.83%$21M31.0KQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.83%$1M1.5KQ1 2026OLDER
Knoll Capital Management, LLC$180M AUM0.82%$1M2.2KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.82%$3M4.2KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.82%$5M7.7KQ1 2026OLDER
Andrews Advisory Associates, LLC$190M AUM0.82%$2M2.3KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM0.82%$859,6221.3KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.81%$11M15.8KQ1 2026OLDER
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM0.81%$2M3.3KQ2 2026
Midwest Professional Planners, LTD.$425M AUM0.81%$3M5.0KQ1 2026OLDER
Cox Capital Mgt LLC$151M AUM0.79%$1M1.7KQ1 2026OLDER
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.78%$8M11.8KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.78%$2M2.2KQ1 2026OLDER
Global Trust Wealth Management LLC$132M AUM0.77%$1M1.5KQ1 2026OLDER
CNB Bank$238M AUM0.77%$2M2.7KQ1 2026OLDER
Harold Davidson & Associates Inc.$206M AUM0.76%$2M2.3KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.76%$44M64.4KQ1 2026OLDER
MOTCO$1.1B AUM0.76%$8M12.0KQ1 2026OLDER
Marietta Wealth Management, LLC$841M AUM0.75%$6M9.3KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.75%$6M9.2KQ1 2026OLDER
Tudor Financial Inc.$196M AUM0.75%$1M2.1KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.74%$52M76.2KQ1 2026OLDER
Smith Salley Wealth Management$2.0B AUM0.73%$15M21.4KQ1 2026OLDER
First American Bank$1.6B AUM0.73%$12M17.1KQ1 2026OLDER
Hancock Prospecting Pty Ltd$3.3B AUM0.73%$24M35.5KQ1 2026OLDER
New Hampshire Trust$496M AUM0.72%$4M5.3KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.72%$1M2.0KQ1 2026OLDER
DAVIS R M INC$5.6B AUM0.72%$40M59.2KQ1 2026OLDER
CROBAN$213M AUM0.72%$2M2.2KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.71%$4M5.5KQ1 2026OLDER
Red Spruce Capital, LLC$287M AUM0.71%$2M4.0KQ2 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.70%$28M40.9KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.69%$10M15.0KQ1 2026OLDER
FCG Investment Co$228M AUM0.69%$2M2.3KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.68%$26M37.7KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.68%$31M54.1KQ4 2025OLDER
Carnegie Investment Counsel$5.1B AUM0.68%$35M50.8KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.67%$2M2.4KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.66%$2M3.3KQ1 2026OLDER
Dorato Capital Management$135M AUM0.66%$897,1491.3KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.66%$4M5.6KQ1 2026OLDER
Farmers & Merchants Trust Co of Long Beach$426M AUM0.65%$3M4.1KQ1 2026OLDER
Valtrion Capital Management, LLC$106M AUM0.65%$686,9571.0KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.65%$52M76.0KQ1 2026OLDER
Capital World Investors$732.9B AUM0.64%$4.7B6.89MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.64%$473M692.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.63%$3.4B4.97MQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.63%$25M37.1KQ1 2026OLDER
GERMAN AMERICAN BANCORP, INC.$1.2B AUM0.63%$7M10.7KQ1 2026OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM0.62%$5M7.6KQ1 2026OLDER
IAM Advisory, LLC$446M AUM0.62%$3M4.0KQ1 2026OLDER
Rydar Equities, Inc.$129M AUM0.62%$794,6021.2KQ1 2026OLDER
CacheTech Inc.$519M AUM0.62%$3M4.7KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.60%$1M2.2KQ1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.59%$68M100.0KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.59%$1M2.1KQ1 2026OLDER
Adams Wealth Management$455M AUM0.59%$3M3.9KQ1 2026OLDER
Financial Planning Hawaii, Inc.$170M AUM0.59%$992,6591.5KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.58%$120M175.7KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.58%$3M5.0KQ1 2026OLDER
Northside Capital Management, LLC$1.1B AUM0.58%$7M9.7KQ1 2026OLDER
Quantum Private Wealth, LLC$324M AUM0.58%$2M2.7KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.58%$4M8.3KQ2 2026
Ares Financial Consulting, LLC$139M AUM0.58%$802,6411.6KQ2 2026
Pavion Blue Capital, LLC$230M AUM0.57%$1M1.9KQ1 2026OLDER
RB Capital Management, LLC$471M AUM0.57%$3M3.9KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.57%$2M2.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.56%$20M34.9KQ4 2025OLDER
HARDING LOEVNER LP$9.7B AUM0.56%$55M80.4KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM0.56%$5M9.0KQ4 2025OLDER
St. Johns Investment Management Company, LLC$238M AUM0.56%$1M1.9KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.56%$8M14.6KQ2 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM0.55%$15M22.2KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.55%$2M3.2KQ1 2026OLDER
Landing Point Financial Group, LLC$206M AUM0.55%$1M1.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.55%$2.2B3.28MQ1 2026OLDER
Vectors Research Management, LLC$342M AUM0.53%$2M2.7KQ1 2026OLDER
Victrix Investment Advisors$239M AUM0.53%$1M2.5KQ2 2026
Blue Fin Capital, Inc.$610M AUM0.52%$3M4.7KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM0.52%$895,7811.3KQ1 2026OLDER
Corient IA LLC$106M AUM0.52%$552,614810Q1 2026OLDER
Mine & Arao Wealth Creation & Management, LLC.$238M AUM0.52%$1M1.8KQ1 2026OLDER
ELLERSON GROUP INC /ADV$153M AUM0.52%$785,9401.2KQ1 2026OLDER
STEINBERGANNA WEALTH MANAGEMENT$208M AUM0.51%$1M1.6KQ1 2026OLDER
Aspetuck Financial Management LLC$146M AUM0.51%$742,9591.1KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.51%$11M16.2KQ1 2026OLDER
Northern Financial Advisors Inc$137M AUM0.50%$691,1081.0KQ1 2026OLDER
VISIONARY HORIZONS, LLC$203M AUM0.50%$1M1.5KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.50%$2M3.8KQ4 2025OLDER
ARS Investment Partners, LLC$2.3B AUM0.50%$11M22.4KQ2 2026
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.50%$626,979919Q1 2026OLDER
Canoe Financial LP$7.3B AUM0.50%$36M53.4KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.49%$2M2.9KQ1 2026OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.49%$3M4.0KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.49%$3M4.3KQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM0.49%$2M2.3KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.48%$1M1.5KQ1 2026OLDER
Game Creek Capital, LP$301M AUM0.47%$1M2.1KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.47%$2M2.2KQ1 2026OLDER
Stillwater Wealth Management Group$162M AUM0.47%$764,1091.1KQ1 2026OLDER
Challenger Wealth Management$125M AUM0.47%$590,087865Q1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.47%$2M2.9KQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM0.47%$3M4.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.47%$2M2.6KQ3 2025OLDER
Capital Advantage, Inc.$765M AUM0.46%$4M5.2KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.46%$3M3.9KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.46%$7M10.5KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.46%$536,647787Q1 2026OLDER
Coign Capital Advisors LLC$190M AUM0.46%$873,2671.3KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.46%$7M10.6KQ1 2026OLDER
Campion Asset Management$147M AUM0.46%$674,053988Q1 2026OLDER
Adelphi Trust Co$151M AUM0.45%$684,0041.3KQ2 2026
Prostatis Group LLC$391M AUM0.45%$2M2.6KQ1 2026OLDER
Pursuit Wealth Management LLC$116M AUM0.45%$524,093919Q4 2025OLDER
Intellectus Partners, LLC$490M AUM0.45%$2M3.2KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.45%$749,7821.1KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.44%$13M18.8KQ1 2026OLDER
SYNTAX RESEARCH, INC.$157M AUM0.43%$682,2401.0KQ1 2026OLDER
PBMares Wealth Management LLC$617M AUM0.43%$3M4.4KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.43%$6M9.4KQ3 2025OLDER
Marion Wealth Management$451M AUM0.43%$2M2.8KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.43%$1M2.1KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.43%$3M4.4KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.42%$6M8.5KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.42%$3M3.7KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.42%$588,625863Q1 2026OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.41%$24M35.9KQ1 2026OLDER
BRAVE ASSET MANAGEMENT INC$467M AUM0.41%$2M3.8KQ2 2026
K2 Financial Inc.$138M AUM0.41%$563,087955Q1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM0.40%$423,671621Q1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.40%$897,1461.3KQ2 2026
Old North State Wealth Management, LLC$216M AUM0.40%$862,6131.3KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.40%$1M1.8KQ4 2025OLDER
Robinhood Asset Management, LLC$1.4B AUM0.40%$5M8.0KQ1 2026OLDER
Purus Wealth Management, LLC$314M AUM0.40%$1M1.8KQ1 2026OLDER
Pachira Investments Inc.$214M AUM0.39%$843,5481.2KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.39%$612,705898Q1 2026OLDER
Wealth Quarterback LLC$254M AUM0.39%$996,7141.5KQ1 2026OLDER
Delta Accumulation, LLC$1.2B AUM0.39%$11M3.6KQ4 2025OLDER
Alhambra Investment Management LLC$217M AUM0.39%$845,2951.2KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.39%$620,158909Q1 2026OLDER
Empire Life Investments Inc.$1.6B AUM0.39%$6M9.2KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.39%$3M4.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.38%$2M2.9KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.38%$1M1.6KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.38%$6M8.7KQ1 2026OLDER
Talon Private Wealth, LLC$753M AUM0.38%$3M4.1KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.37%$581,269852Q1 2026OLDER
SOUTH PLAINS FINANCIAL, INC.$172M AUM0.37%$639,235937Q1 2026OLDER
Center For Asset Management LLC$201M AUM0.37%$746,3601.1KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.37%$3M3.9KQ1 2026OLDER
Bellwether Advisors, LLC$590M AUM0.37%$2M3.7KQ3 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.37%$95M139.2KQ1 2026OLDER
Smith Thornton Advisors LLC$199M AUM0.36%$724,1701.1KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.36%$798,1941.2KQ1 2026OLDER
KMG FIDUCIARY PARTNERS, LLC$1.1B AUM0.36%$5M7.1KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.36%$32M46.3KQ1 2026OLDER
Park Edge Advisors, LLC$434M AUM0.35%$2M2.3KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.35%$2M2.2KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.35%$1.0B1.52MQ1 2026OLDER
Western Reserve Capital Management, LLC$122M AUM0.35%$422,989620Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.35%$45M65.4KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.34%$1M2.2KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM0.34%$574,446842Q1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.34%$11M15.9KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.34%$5M7.2KQ1 2026OLDER
Live Oak Investment Partners$169M AUM0.34%$568,306833Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.34%$56M98.9KQ4 2025OLDER
BAHL & GAYNOR INC$19.8B AUM0.33%$66M96.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.33%$106M154.9KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM0.33%$1M1.7KQ1 2026OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.32%$1M1.7KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.32%$975,3771.4KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.32%$77M112.5KQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.32%$2M3.2KQ2 2026
Sculati Wealth Management, LLC$271M AUM0.32%$869,8561.3KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.32%$1M2.1KQ1 2026OLDER
Aspen Wealth Strategies, LLC$187M AUM0.32%$593,549870Q1 2026OLDER
Weaver Consulting Group$420M AUM0.32%$1M1.9KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.32%$2M2.6KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM0.31%$458,818753Q3 2025OLDER
Finward Bancorp$125M AUM0.31%$388,876570Q1 2026OLDER
JT Stratford LLC$786M AUM0.31%$2M3.6KQ1 2026OLDER
Maytus Capital Management, LLC$562M AUM0.31%$2M2.5KQ1 2026OLDER
Mendel Money Management$239M AUM0.31%$735,4551.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.31%$8.9B13.00MQ1 2026OLDER
INVESTMENT PARTNERS, LTD.$281M AUM0.31%$860,3491.3KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.30%$736,8101.1KQ1 2026OLDER
Ridgeline Wealth Planning, LLC$137M AUM0.30%$414,802608Q1 2026OLDER
LOM Asset Management Ltd$348M AUM0.30%$1M1.5KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.30%$307,008450Q1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.30%$2M2.8KQ1 2026OLDER
BANK OF STOCKTON$323M AUM0.30%$961,9581.4KQ1 2026OLDER
Panoramic Capital Partners, LLC$162M AUM0.30%$480,979705Q1 2026OLDER
GUARDIAN INVESTMENT MANAGEMENT$127M AUM0.30%$375,232550Q1 2026OLDER
Junk Investment Group, LLC$191M AUM0.30%$564,306827Q1 2026OLDER
Terra Nova Asset Management LLC$135M AUM0.29%$398,459584Q1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.29%$88M128.9KQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.29%$1M1.8KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.29%$347,922571Q3 2025OLDER
KANE INVESTMENT MANAGEMENT, INC.$194M AUM0.29%$567,728832Q1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.29%$562,848825Q1 2026OLDER
Lionshead Wealth Management, LLC$136M AUM0.29%$392,970576Q1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.29%$9M16.3KQ4 2025OLDER
Trek Financial, LLC$1.9B AUM0.29%$5M8.0KQ3 2025OLDER
Pacifica Partners Inc.$301M AUM0.29%$863,0341.3KQ1 2026OLDER
Emprise Bank$271M AUM0.28%$767,0211.5KQ2 2026
SmartHarvest Portfolios, LLC$240M AUM0.28%$674,053988Q1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.28%$732,5381.1KQ1 2026OLDER
MFA Wealth Services$151M AUM0.28%$420,903617Q1 2026OLDER
Neo Ivy Capital Management$379M AUM0.28%$2M3.1KQ4 2025OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.27%$489,240858Q4 2025OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.27%$1M2.0KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.27%$2M3.0KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.27%$7M14.4KQ2 2026
ALLEN WEALTH MANAGEMENT, LLC$200M AUM0.27%$542,381795Q1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.27%$1M1.9KQ3 2025OLDER
Bristlecone Advisors, LLC$1.2B AUM0.27%$3M5.3KQ3 2025OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.27%$7M9.9KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.27%$760,6711.3KQ3 2025OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.27%$2M2.7KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.27%$1M1.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.27%$110M161.6KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.27%$534,7761.1KQ2 2026
Peregrine Asset Advisers, Inc.$371M AUM0.26%$981,7431.4KQ1 2026OLDER
Norman Fields, Gottscho Capital Management, LLC$330M AUM0.26%$868,3741.7KQ2 2026
ORG Partners LLC$568M AUM0.26%$1M2.6KQ4 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.26%$8M11.5KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.26%$742,5131.1KQ1 2026OLDER
Marin Bay Wealth Advisors, LLC$166M AUM0.26%$433,280635Q1 2026OLDER
Accel Wealth Management$383M AUM0.26%$996,1491.5KQ1 2026OLDER
Gitterman Wealth Management, LLC$436M AUM0.26%$1M1.9KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.26%$15M21.4KQ1 2026OLDER
BAYBAN$115M AUM0.26%$297,457436Q1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.26%$2M3.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.26%$2M3.3KQ4 2025OLDER
Kensington Investment Counsel, LLC$208M AUM0.26%$534,194783Q1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.26%$609,335893Q1 2026OLDER
StrongBox Wealth, LLC$313M AUM0.25%$789,3521.2KQ1 2026OLDER
ETF Portfolio Partners, Inc.$381M AUM0.25%$958,5471.4KQ1 2026OLDER
Evansbrook LLC$150M AUM0.25%$373,185547Q2 2026
Lakeshore Financial Planning, Inc.$276M AUM0.25%$682,2411.0KQ1 2026OLDER
Westwood Wealth Management$255M AUM0.25%$329,011577Q4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.25%$345M506.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.24%$9M18.4KQ2 2026
FIRST UNITED BANK & TRUST$308M AUM0.24%$743,6421.1KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.24%$337,026494Q1 2026OLDER
First County Bank /CT/$213M AUM0.24%$508,801999Q2 2026
HWG Holdings LP$385M AUM0.24%$918,2951.3KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.24%$2M4.3KQ2 2026
Evelyn Partners Investment Management Services Ltd$850M AUM0.24%$2M3.0KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.24%$8M16.4KQ2 2026
Brucke Financial, Inc.$197M AUM0.24%$465,737683Q1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM0.23%$427,550627Q1 2026OLDER
Carson Advisory Inc.$193M AUM0.23%$452,325663Q1 2026OLDER
Colonial River Investments, LLC$279M AUM0.23%$654,268959Q1 2026OLDER
CULLINAN ASSOCIATES INC$1.2B AUM0.23%$3M4.2KQ1 2026OLDER
Parsonex Advisory Services, Inc.$102M AUM0.23%$234,691344Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.23%$109M159.4KQ1 2026OLDER
Financial Designs Corp$180M AUM0.23%$411,391603Q1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.23%$781,1651.1KQ1 2026OLDER
CM WEALTH ADVISORS LLC$470M AUM0.23%$1M1.6KQ1 2026OLDER
Coastwise Capital Group, LLC$180M AUM0.23%$409,410600Q1 2026OLDER
Grant Private Wealth Management Inc$237M AUM0.23%$537,6051.1KQ2 2026
Greenfield Savings Bank$264M AUM0.23%$594,3651.2KQ2 2026
Parker Financial LLC$250M AUM0.23%$564,212827Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.23%$4M6.4KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.22%$2M2.8KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.22%$1M1.9KQ1 2026OLDER
R Squared Ltd$182M AUM0.22%$404,569593Q1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.22%$8M15.3KQ2 2026
West Family Investments, Inc.$285M AUM0.22%$631,072925Q1 2026OLDER
Pacific Excel Wealth Advisors, Inc.$258M AUM0.22%$208,757306Q1 2026OLDER
LRT Capital Management, LLC$107M AUM0.22%$234,008343Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.22%$7M11.4KQ4 2025OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.22%$302,233443Q1 2026OLDER
CPR Investments Inc.$150M AUM0.22%$322,408473Q1 2026OLDER
Churchill Financial Advisors, LLC$476M AUM0.22%$1M1.5KQ1 2026OLDER
Stenger Family Office, LLC$566M AUM0.21%$1M1.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.21%$2M3.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.21%$526,304923Q4 2025OLDER
MWA Asset Management$183M AUM0.21%$390,404572Q1 2026OLDER
Simmons Bank$1.5B AUM0.21%$3M4.6KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.21%$11M16.1KQ1 2026OLDER
Innovative Wealth Building LLC$142M AUM0.21%$300,640441Q1 2026OLDER
ECLECTIC ASSOCIATES INC /ADV$878M AUM0.21%$2M3.6KQ2 2026
44 WEALTH MANAGEMENT LLC$286M AUM0.21%$596,278874Q1 2026OLDER
HMV Wealth Advisors, LLC$213M AUM0.21%$442,092648Q1 2026OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.21%$765,3571.1KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.21%$409,342600Q1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.21%$564,212827Q1 2026OLDER
Dala Group, LLC$115M AUM0.21%$238,348418Q2 2026
Central Pacific Bank - Trust Division$984M AUM0.21%$2M4.0KQ2 2026
ANCHYRA PARTNERS LLC$330M AUM0.20%$674,053988Q1 2026OLDER
Barnes Dennig Private Wealth Management LLC$101M AUM0.20%$204,672300Q1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.20%$97M141.6KQ1 2026OLDER
Constant Guidance Financial LLC$145M AUM0.20%$287,956505Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.20%$51M75.3KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.20%$2M2.9KQ1 2026OLDER
National Pension Service$131.7B AUM0.20%$263M385.8KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.20%$2M3.5KQ2 2026
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.20%$344,977605Q4 2025OLDER
Atom Investors LP$1.4B AUM0.20%$3M4.1KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.20%$6M9.2KQ1 2026OLDER
RMR Capital Management, LLC$138M AUM0.20%$272,214399Q1 2026OLDER
Narus Financial Partners, LLC$382M AUM0.20%$749,7821.1KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.20%$479,614703Q1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.20%$573,082840Q1 2026OLDER
Sageworth Trust Co of South Dakota$126M AUM0.20%$246,289361Q1 2026OLDER
EAGLE WEALTH STRATEGIES LLC$262M AUM0.19%$509,8191.0KQ2 2026
Brown Financial Advisors$264M AUM0.19%$527,062865Q3 2025OLDER
Meridian Wealth Management, LLC$2.8B AUM0.19%$6M8.1KQ1 2026OLDER
Snider Financial Group$331M AUM0.19%$644,364944Q1 2026OLDER
WealthCare Investment Partners, LLC$360M AUM0.19%$699,7321.0KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.19%$2M2.3KQ1 2026OLDER
Windsor Advisory Group, LLC$120M AUM0.19%$218,137358Q3 2025OLDER
Bay Capital Advisors, LLC$162M AUM0.19%$312,466458Q1 2026OLDER
VestGen Investment Management$181M AUM0.19%$348,625511Q1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.19%$1M1.9KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.19%$946,1901.4KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.19%$35M50.8KQ1 2026OLDER
Duncan Williams Asset Management, LLC$361M AUM0.19%$682,2401.0KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.19%$1M2.0KQ1 2026OLDER
Odyssean, LLC$274M AUM0.19%$515,091755Q1 2026OLDER
Income Insurance Ltd$147M AUM0.19%$276,307405Q1 2026OLDER
Sun Financial Inc$200M AUM0.19%$374,581683Q1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.19%$2M4.2KQ1 2026OLDER
Alpha Family Trust$206M AUM0.19%$382,054560Q1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.19%$1M2.1KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.18%$3M5.8KQ1 2026OLDER
Ariston Services Group$167M AUM0.18%$302,223496Q3 2025OLDER
PATRON PARTNERS, LLC$226M AUM0.18%$411,489603Q1 2026OLDER
TRUSTCO BANK CORP N Y$113M AUM0.18%$204,672300Q1 2026OLDER
Bath Savings Trust Co$965M AUM0.18%$2M3.4KQ2 2026
Sachetta, LLC$184M AUM0.18%$333,280489Q1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.18%$2M2.7KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.18%$1M1.8KQ1 2026OLDER
North Berkeley Wealth Management, LLC$189M AUM0.18%$304,493534Q4 2025OLDER
Castleview Partners, LLC$195M AUM0.18%$349,307512Q1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.18%$651,539955Q1 2026OLDER
Scientech Research LLC$120M AUM0.18%$213,541313Q1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.18%$2M2.2KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.18%$839,7431.2KQ1 2026OLDER
Mason & Associates Inc$516M AUM0.18%$912,5581.4KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.18%$481,661706Q1 2026OLDER
Meadow Creek Wealth Advisors LLC$155M AUM0.18%$271,973399Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.18%$326,938479Q1 2026OLDER
Claro Advisors Inc.$830M AUM0.18%$1M2.1KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.17%$619,474908Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.17%$216M316.2KQ1 2026OLDER
Tempo Wealth, LLC$573M AUM0.17%$995,5791.5KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.17%$5M7.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.17%$1.1B1.66MQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.17%$701,5771.2KQ4 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.17%$298,626438Q1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.17%$35M50.8KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM0.17%$368,410540Q1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.17%$446,185654Q1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.17%$420,942617Q1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.17%$2M2.3KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.17%$631,072925Q1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.17%$253,793372Q1 2026OLDER
CJM Wealth Advisers, Ltd.$328M AUM0.17%$550,861807Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.17%$298,138437Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.17%$2M3.2KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.17%$3M4.5KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.17%$671,324984Q1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.17%$256,972369Q1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.17%$2M3.6KQ1 2026OLDER
Pines Wealth Management, LLC$309M AUM0.17%$511,258749Q1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.17%$20M30.0KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.17%$4M6.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.16%$20M30.0KQ1 2026OLDER
Omega Financial Group, LLC$308M AUM0.16%$506,904743Q1 2026OLDER
Trace Wealth Advisors, LLC$133M AUM0.16%$219,965361Q3 2025OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.16%$5M7.6KQ1 2026OLDER
THOMPSON DAVIS & CO., INC.$150M AUM0.16%$246,289361Q1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.16%$591,502867Q1 2026OLDER
Altus Wealth Group LLC$244M AUM0.16%$398,428584Q1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.16%$2M3.1KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.16%$3M3.7KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.16%$480,979705Q1 2026OLDER
Legacy Wealth Advisors, LLC$196M AUM0.16%$315,878463Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.16%$691M1.01MQ1 2026OLDER
Fjell Capital, LLC$130M AUM0.16%$208,083305Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.16%$248M363.6KQ1 2026OLDER
Paradigm, Strategies in Wealth Management, LLC$147M AUM0.16%$235,373345Q1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.16%$4M5.5KQ1 2026OLDER
PIAR LLC$128M AUM0.16%$204,672300Q1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.16%$623,341913Q1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.16%$4M6.3KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.