SEC 13F Intelligence

NSCNORFOLK SOUTHN CORP

CUSIP 655844108 · Yahoo Finance ↗ · Google Finance ↗

Norfolk Southn Corp (NSC) has 1,819 institutional holders in Filings Flow’s 13F database, together reporting 167.96M shares worth $46.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,819
Q1 2026
Reported Value
$46.7B
Ticker
NSC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,182Q4 ’18Q1 ’19: 1,237Q2 ’19: 1,264Q2 ’19Q3 ’19: 1,224Q2 ’21: 1,486Q2 ’21Q4 ’21: 1,546Q4 ’22: 1,506Q4 ’22Q4 ’25: 1,815Q1 ’26: 1,819Q1 ’26Q2 ’26: 130filingsflow.com
Total reported value
Q4 ’18: $230.0BQ4 ’18Q1 ’19: $307.2BQ2 ’19: $320.0BQ2 ’19Q3 ’19: $269.3BQ2 ’21: $371.3BQ2 ’21Q4 ’21: $413.6BQ4 ’22: $18.0BQ4 ’22Q4 ’25: $48.2BQ1 ’26: $46.7BQ1 ’26Q2 ’26: $512Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Marble Bar Asset Management LLP$102M AUM52.13%$53M185.0KQ1 2026OLDER
COBALT CAPITAL MANAGEMENT, INC.$179M AUM18.48%$33M115.0KQ1 2026OLDER
Decagon Asset Management LLP$386M AUM16.05%$62M216.0KQ1 2026OLDER
Taylor Financial Group, Inc.$165M AUM13.94%$23M80.1KQ1 2026OLDER
KRYGER CAPITAL Ltd$1.3B AUM10.95%$142M491.0KQ4 2025OLDER
Kryger Capital LLC$1.4B AUM10.76%$152M530.3KQ1 2026OLDER
HARVEST MANAGEMENT LLC$206M AUM10.09%$21M72.6KQ1 2026OLDER
Birnam Oak Advisors, LP$441M AUM9.89%$44M151.8KQ1 2026OLDER
PSquared Asset Management AG$287M AUM9.62%$28M96.4KQ1 2026OLDER
CIBRA Capital Ltd$207M AUM8.70%$5M17.6KQ4 2025OLDER
One Fin Capital Management LP$280M AUM8.19%$23M80.0KQ1 2026OLDER
Tenere Capital LLC$136M AUM7.99%$34M112.8KQ3 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM7.86%$133M464.5KQ1 2026OLDER
Sand Grove Capital Management LLP$444M AUM6.76%$30M104.6KQ1 2026OLDER
Westchester Capital Management, LLC$2.2B AUM6.52%$144M501.6KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM5.06%$498M1.74MQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM4.95%$954M3.32MQ1 2026OLDER
Eliot Finkel Investment Counsel, LLC$184M AUM4.93%$9M31.6KQ1 2026OLDER
Symmetry Investments LP$913M AUM4.87%$44M154.9KQ1 2026OLDER
Melqart Asset Management (UK) Ltd$1.0B AUM4.55%$46M160.8KQ1 2026OLDER
TIG Advisors, LLC$2.2B AUM4.46%$96M336.2KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM4.40%$101M351.6KQ1 2026OLDER
Gibson Wealth Advisors LLC$149M AUM4.37%$7M22.7KQ1 2026OLDER
WATER ISLAND CAPITAL LLC$896M AUM4.30%$38M134.1KQ1 2026OLDER
Greenland Capital Management LP$787M AUM4.26%$34M116.8KQ1 2026OLDER
Governors Lane LP$1.6B AUM4.21%$66M229.3KQ1 2026OLDER
Fort Baker Capital Management LP$1.3B AUM3.93%$50M174.6KQ1 2026OLDER
Ausbil Investment Management Ltd$201M AUM3.76%$8M26.3KQ1 2026OLDER
Boussard & Gavaudan Investment Management LLP$1.1B AUM3.64%$39M135.9KQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM3.54%$24M85.3KQ1 2026OLDER
M. Kraus & Co$343M AUM3.51%$12M41.9KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM3.40%$169M587.7KQ1 2026OLDER
Kintayl Capital LP$192M AUM3.18%$6M21.3KQ1 2026OLDER
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM3.07%$6M19.7KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM3.01%$488M1.70MQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM2.96%$91M317.1KQ1 2026OLDER
Quarry LP$558M AUM2.85%$16M55.4KQ1 2026OLDER
Twin Securities, Inc.$206M AUM2.78%$7M25.2KQ4 2025OLDER
SMA Capital LLC$232M AUM2.76%$6M20.0KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM2.76%$18M59.3KQ3 2025OLDER
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM2.74%$3M10.2KQ1 2026OLDER
Capricorn Fund Managers Ltd$641M AUM2.73%$18M61.1KQ1 2026OLDER
SAYBROOK CAPITAL /NC$371M AUM2.60%$10M33.7KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM2.44%$54M189.0KQ1 2026OLDER
XY Capital Ltd$101M AUM2.28%$2M8.0KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM2.22%$15M52.1KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM2.20%$97M338.1KQ1 2026OLDER
Skylands Capital, LLC$763M AUM2.08%$16M55.3KQ1 2026OLDER
AQR Arbitrage LLC$6.1B AUM2.08%$127M446.1KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM1.99%$7M25.4KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM1.97%$189M658.4KQ1 2026OLDER
New Republic Capital, LLC$297M AUM1.96%$6M20.2KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM1.92%$45M155.7KQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM1.91%$7M22.8KQ1 2026OLDER
Cherokee Insurance Co$263M AUM1.91%$5M17.5KQ1 2026OLDER
Lafayette Investments, Inc.$494M AUM1.85%$9M31.9KQ1 2026OLDER
Baker Chad R$530M AUM1.84%$10M33.9KQ1 2026OLDER
Partnership Wealth Management, LLC$131M AUM1.76%$2M8.0KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM1.72%$7M25.8KQ1 2026OLDER
Somerset Trust Co$354M AUM1.61%$6M18.1KQ2 2026
Aristotle Atlantic Partners, LLC$2.1B AUM1.57%$33M116.7KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM1.42%$258M898.4KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM1.41%$6M20.6KQ1 2026OLDER
Kentucky Trust Co$191M AUM1.39%$3M9.3KQ1 2026OLDER
Barbara Oil Co.$259M AUM1.38%$4M12.5KQ1 2026OLDER
Third Point LLC$2.1B AUM1.38%$29M100.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM1.37%$211M734.8KQ1 2026OLDER
Fox Hill Wealth Management$208M AUM1.35%$3M9.8KQ1 2026OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM1.32%$26M89.2KQ1 2026OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM1.29%$10M33.0KQ3 2025OLDER
Slotnik Capital, LLC$342M AUM1.29%$4M15.3KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM1.24%$15M51.0KQ3 2025OLDER
BLUE JEAN FINANCIAL LLC$121M AUM1.24%$2M5.3KQ1 2026OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM1.22%$8M26.6KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM1.16%$1M4.1KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM1.13%$4M12.2KQ1 2026OLDER
Advanced Asset Management Advisors Inc$362M AUM1.13%$4M14.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM1.12%$15M51.1KQ1 2026OLDER
Murphy Pohlad Asset Management LLC$279M AUM1.07%$3M10.4KQ1 2026OLDER
ALBERT D MASON INC$154M AUM1.07%$2M5.8KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM1.07%$1M3.9KQ1 2026OLDER
Oak Asset Management, LLC$290M AUM1.06%$3M10.7KQ1 2026OLDER
Farmers National Bank$453M AUM1.06%$5M16.7KQ2 2026
Salvus Wealth Management, LLC$172M AUM1.04%$2M6.2KQ1 2026OLDER
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM1.02%$1M4.0KQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM1.02%$4M12.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM1.01%$44M152.4KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM1.01%$14M50.0KQ1 2026OLDER
INDEPENDENT INVESTORS INC$504M AUM1.00%$5M17.5KQ1 2026OLDER
Exchange Bank$161M AUM0.99%$2M5.1KQ2 2026
DODGE & COX$182.0B AUM0.99%$1.8B6.26MQ1 2026OLDER
Running Oak Capital LLC$741M AUM0.98%$7M25.2KQ1 2026OLDER
CINCINNATI INSURANCE CO$6.6B AUM0.94%$62M217.0KQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM0.94%$3M11.3KQ3 2025OLDER
Harold Davidson & Associates Inc.$206M AUM0.92%$2M6.6KQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM0.92%$3M10.3KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.91%$18M63.2KQ1 2026OLDER
Pflug Koory, LLC$218M AUM0.90%$2M6.9KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.90%$4M13.4KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.90%$6M21.4KQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.88%$3M11.2KQ1 2026OLDER
HUTNER CAPITAL MANAGEMENT INC$243M AUM0.88%$2M7.5KQ1 2026OLDER
ANGELO GORDON & CO., L.P.$1.1B AUM0.83%$9M30.5KQ4 2025OLDER
VIRTUE ASSET MANAGEMENT LLC$126M AUM0.82%$1M3.6KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.82%$1M4.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.80%$23M80.4KQ1 2026OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM0.80%$2M5.5KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.79%$78M275.2KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.79%$2M8.7KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.78%$2M8.6KQ1 2026OLDER
Magellan Asset Management Ltd$7.7B AUM0.77%$59M206.0KQ1 2026OLDER
Yukon Wealth Management, Inc.$168M AUM0.76%$2M7.8KQ3 2025OLDER
BFSG, LLC$1.1B AUM0.76%$8M28.1KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM0.76%$9M32.0KQ1 2026OLDER
WESTPORT ASSET MANAGEMENT INC$226M AUM0.76%$2M6.0KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.76%$185M615.0KQ3 2025OLDER
Massachusetts Wealth Management$231M AUM0.75%$2M6.1KQ1 2026OLDER
TOWER TRUST & INVESTMENT Co$165M AUM0.75%$1M4.1KQ4 2025OLDER
Midwest Professional Planners, LTD.$425M AUM0.75%$3M11.1KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.73%$8M26.9KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.72%$132M461.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.71%$17M60.7KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.71%$2M8.2KQ1 2026OLDER
Wills Financial Group LLC$265M AUM0.70%$2M6.0KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.70%$62M215.2KQ1 2026OLDER
PINCUS CAPITAL MANAGEMENT, LP$144M AUM0.70%$1M3.5KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.70%$3M10.6KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM0.70%$4M15.0KQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.69%$6M19.7KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.68%$81M282.5KQ1 2026OLDER
United Bank$301M AUM0.67%$2M7.0KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.67%$10M34.3KQ1 2026OLDER
BURNS J W & CO INC/NY$873M AUM0.67%$6M20.3KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.67%$34M125.8KQ1 2026OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM0.66%$3M11.2KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.66%$3M11.7KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM0.66%$38M131.0KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.66%$213M741.7KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.66%$16M54.6KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.66%$72M250.1KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.65%$2M5.4KQ1 2026OLDER
Schrum Private Wealth Management LLC$131M AUM0.65%$846,6503.0KQ1 2026OLDER
RIDGECREST WEALTH PARTNERS, LLC$181M AUM0.64%$1M4.1KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.64%$12M40.7KQ4 2025OLDER
Capital Square, LLC$217M AUM0.63%$1M4.3KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.62%$3M9.6KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.62%$1M3.8KQ1 2026OLDER
BAXTER BROS INC$810M AUM0.62%$5M17.4KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.62%$634,5572.2KQ1 2026OLDER
HGC Investment Management Inc.$451M AUM0.61%$3M10.0KQ4 2025OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.61%$846,6503.0KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.60%$1M4.0KQ2 2026
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.60%$2M5.4KQ1 2026OLDER
WEST PACES ADVISORS INC.$516M AUM0.60%$3M10.7KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.60%$2M8.0KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.58%$3M12.1KQ1 2026OLDER
ZEGA Investments, LLC$890M AUM0.58%$5M17.8KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.57%$954,8493.3KQ1 2026OLDER
HOME FEDERAL BANK OF TENNESSEE$400M AUM0.57%$2M7.9KQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM0.56%$2M7.7KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.56%$667,2752.3KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.56%$6M22.6KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM0.56%$1M3.9KQ1 2026OLDER
Delta Accumulation, LLC$1.2B AUM0.56%$15M5.8KQ4 2025OLDER
BRADY FAMILY WEALTH, LLC$321M AUM0.56%$2M6.2KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.56%$1M4.4KQ1 2026OLDER
Bolthouse Investments, LLC$111M AUM0.55%$613,6062.1KQ1 2026OLDER
CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM0.55%$574,4852.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.55%$1.3B4.59MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.54%$5M16.2KQ1 2026OLDER
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM0.54%$1M4.1KQ1 2026OLDER
Factorial Partners, LLC$138M AUM0.54%$737,5902.6KQ1 2026OLDER
TRUSTCO BANK CORP N Y$113M AUM0.53%$594,3772.1KQ1 2026OLDER
Athena Investment Management$193M AUM0.53%$1M3.5KQ1 2026OLDER
Family Legacy, Inc.$333M AUM0.52%$2M6.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.52%$102M353.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.51%$377M1.31MQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM0.51%$3M10.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.51%$389M1.36MQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.50%$24M84.2KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.50%$2M7.9KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.49%$3M11.5KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM0.49%$1M4.1KQ2 2026
Mayfair Advisory Group, LLC$286M AUM0.49%$1M4.9KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.49%$24M85.0KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.48%$3M10.1KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.48%$15M53.1KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.47%$6M17.9KQ2 2026
CANANDAIGUA NATIONAL CORP$1.1B AUM0.47%$5M18.4KQ1 2026OLDER
Columbia Bank$350M AUM0.47%$2M5.7KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.46%$687,3792.2KQ2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.46%$15M51.4KQ1 2026OLDER
Fortress Investment Group LLC$394M AUM0.45%$2M6.2KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.45%$2M5.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.45%$56M195.0KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.45%$1M4.0KQ1 2026OLDER
CULLINAN ASSOCIATES INC$1.2B AUM0.45%$6M19.4KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM0.45%$1M4.2KQ1 2026OLDER
Partners in Financial Planning$603M AUM0.45%$3M9.4KQ1 2026OLDER
River Street Advisors LLC$296M AUM0.45%$1M4.6KQ1 2026OLDER
Old West Investment Management, LLC$923M AUM0.45%$4M14.3KQ1 2026OLDER
Tull Financial Group, Inc.$224M AUM0.44%$989,6003.4KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.44%$2M6.0KQ3 2025OLDER
R Squared Ltd$182M AUM0.44%$796,4252.8KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.44%$4M13.7KQ2 2026
Strive Financial Group ,LLC$189M AUM0.44%$821,0002.9KQ1 2026OLDER
Cottage Street Advisors LLC$231M AUM0.44%$1M3.5KQ1 2026OLDER
Trajan Wealth LLC$2.5B AUM0.43%$11M37.3KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.43%$1M3.6KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.43%$920,9833.2KQ1 2026OLDER
Linscomb Wealth, Inc.$2.2B AUM0.43%$10M33.4KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM0.42%$1M4.8KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.42%$6M22.5KQ1 2026OLDER
HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM0.42%$774,0392.7KQ1 2026OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.42%$20M69.1KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM0.41%$15M52.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.41%$118M412.6KQ1 2026OLDER
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM0.41%$2M6.2KQ1 2026OLDER
Delaney Dennis R$282M AUM0.40%$1M4.0KQ1 2026OLDER
Navigate Wealth Management, LLC$142M AUM0.40%$568,1741.9KQ1 2026OLDER
Essex Bank$452M AUM0.39%$2M6.2KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.39%$64M224.3KQ1 2026OLDER
Tenzing Financial LLC$146M AUM0.39%$572,3421.8KQ2 2026
TCV Trust & Wealth Management, Inc.$1.2B AUM0.39%$5M16.3KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.39%$859,7803.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.39%$650M2.26MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.39%$2M8.3KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.39%$1M4.3KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.38%$7M25.8KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.38%$1M3.7KQ1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.38%$29M116.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.38%$245M854.0KQ1 2026OLDER
1ST SOURCE BANK$1.9B AUM0.38%$7M25.4KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.38%$5M15.7KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.38%$2M7.5KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.37%$2M8.7KQ1 2026OLDER
Financial Planning Hawaii, Inc.$170M AUM0.37%$633,9832.2KQ1 2026OLDER
Wescott Financial Advisory Group, LLC$1.1B AUM0.37%$4M14.8KQ1 2026OLDER
Evansbrook LLC$150M AUM0.37%$552,2971.9KQ2 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.37%$118M411.5KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.36%$9M30.3KQ4 2025OLDER
Coastwise Capital Group, LLC$180M AUM0.36%$652,9292.3KQ1 2026OLDER
Family Investment Center, Inc.$520M AUM0.36%$2M6.5KQ1 2026OLDER
Cove Private Wealth, LLC$440M AUM0.36%$2M5.5KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.36%$933,8983.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.36%$1M4.8KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.35%$971,2083.4KQ1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.35%$2M6.7KQ3 2025OLDER
Piedmont Capital Management, LLC/NC$150M AUM0.35%$527,7801.8KQ4 2025OLDER
Barnes Dennig Private Wealth Management LLC$101M AUM0.34%$348,1311.2KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM0.34%$942,5863.3KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.34%$2M7.4KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.34%$474,9851.7KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.34%$3M10.2KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.34%$7M24.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.34%$181M631.7KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.34%$4M14.0KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.33%$492,7521.6KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.33%$847,1913.0KQ1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.33%$8M29.3KQ1 2026OLDER
SHAYNE & JACOBS, LLC$337M AUM0.33%$1M3.5KQ2 2026
Clearview Wealth Advisors LLC$158M AUM0.33%$521,3131.8KQ4 2025OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.33%$5M19.0KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.33%$10M35.5KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.33%$14M48.1KQ1 2026OLDER
TI-TRUST, INC$168M AUM0.33%$551,0401.9KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.32%$678,1812.4KQ1 2026OLDER
Silver Lake Advisory, LLC$252M AUM0.32%$802,1132.8KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.32%$9M30.4KQ4 2025OLDER
Hardy Reed LLC$1.4B AUM0.31%$4M15.0KQ1 2026OLDER
TPG GP A, LLC$3.7B AUM0.31%$11M40.0KQ1 2026OLDER
St. Clair Advisors, LLC$389M AUM0.31%$1M3.8KQ2 2026
LRT Capital Management, LLC$107M AUM0.31%$333,4941.2KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.31%$2M6.7KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.31%$1M3.8KQ1 2026OLDER
GUARDIAN INVESTMENT MANAGEMENT$127M AUM0.31%$390,6071.4KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.31%$65M216.0KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.30%$7M24.7KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.30%$20M70.1KQ1 2026OLDER
Stonebridge Financial Group, LLC / MO$119M AUM0.30%$355,9531.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.30%$582M2.03MQ1 2026OLDER
Mine & Arao Wealth Creation & Management, LLC.$238M AUM0.30%$706,1442.5KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.30%$533,9191.9KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.30%$39M136.4KQ1 2026OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.30%$2M5.3KQ3 2025OLDER
Capula Management Ltd$14.1B AUM0.30%$42M144.7KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.30%$169M588.5KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.29%$365,3511.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.29%$263M918.0KQ1 2026OLDER
Pine Haven Investment Counsel, Inc$149M AUM0.29%$433,0191.4KQ2 2026
S.A. Mason LLC$266M AUM0.29%$774,9002.7KQ1 2026OLDER
Rossmore Private Capital$1.1B AUM0.29%$3M11.5KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.29%$2M6.4KQ4 2025OLDER
First Bancorp, Inc /ME/$201M AUM0.29%$580,0272.0KQ1 2026OLDER
Successful Portfolios LLC$181M AUM0.29%$519,6971.8KQ1 2026OLDER
Norman Fields, Gottscho Capital Management, LLC$330M AUM0.29%$943,7703.0KQ2 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM0.28%$1M4.3KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.28%$4M14.1KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.28%$41M136.4KQ3 2025OLDER
Mendel Money Management$239M AUM0.28%$671,5802.3KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.28%$775,1872.7KQ1 2026OLDER
BAYBAN$115M AUM0.28%$316,5611.1KQ1 2026OLDER
Hara Capital LLC$200M AUM0.27%$551,0401.9KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.27%$125M434.8KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.27%$20M71.4KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.27%$35M121.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.27%$40M138.1KQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.27%$924,7143.2KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.27%$21M67.1KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.27%$4M12.9KQ1 2026OLDER
DAGCO, INC.$461M AUM0.27%$1M4.3KQ1 2026OLDER
EFG International AG$4.7B AUM0.27%$12M43.3KQ1 2026OLDER
Dorato Capital Management$135M AUM0.27%$359,3911.2KQ1 2026OLDER
Cannon Wealth Management Services, LLC$148M AUM0.26%$389,4591.4KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.26%$2M8.1KQ1 2026OLDER
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM0.26%$366,7861.3KQ1 2026OLDER
Iowa State Bank$543M AUM0.26%$1M4.8KQ4 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.26%$5M17.1KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.26%$680,7642.4KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.26%$909,7942.9KQ2 2026
Squarepoint Ops LLC$85.1B AUM0.26%$220M767.6KQ1 2026OLDER
ARGUS INVESTORS' COUNSEL, INC.$112M AUM0.26%$287,0001.0KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.25%$13M46.2KQ1 2026OLDER
EJMK Ventures LLC$179M AUM0.25%$453,4731.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.25%$467M1.63MQ1 2026OLDER
Wealth Science Advisors LLC$225M AUM0.25%$566,2621.8KQ2 2026
Campion Asset Management$147M AUM0.25%$366,7861.3KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.25%$70M244.6KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.25%$688,6372.4KQ1 2026OLDER
SEARLE & CO.$398M AUM0.25%$982,1143.4KQ1 2026OLDER
Clear Trail Advisors, LLC$601M AUM0.25%$1M5.2KQ1 2026OLDER
Cache Advisors, LLC$866M AUM0.25%$2M7.4KQ1 2026OLDER
Odyssean, LLC$274M AUM0.25%$671,5802.3KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.24%$2M5.9KQ1 2026OLDER
Lineweaver Wealth Advisors, LLC$845M AUM0.24%$2M6.5KQ2 2026
Aventail Capital Group, LP$2.1B AUM0.24%$5M17.6KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.24%$1M3.6KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.24%$1M3.4KQ3 2025OLDER
First City Capital Management, Inc.$189M AUM0.24%$452,0251.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.24%$34M118.6KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.24%$576,8702.0KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.24%$871,6193.0KQ1 2026OLDER
BIRCH FINANCIAL GROUP, LLC$171M AUM0.24%$405,1951.4KQ1 2026OLDER
BCK Partners, Inc.$185M AUM0.24%$437,6751.5KQ1 2026OLDER
David J Yvars Group$212M AUM0.24%$500,1981.6KQ2 2026
MeadowBrook Investment Advisors LLC$113M AUM0.23%$265,475925Q1 2026OLDER
Sepio Capital, LP$1.8B AUM0.23%$4M15.0KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.23%$297M1.03MQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.23%$22M153.9KQ2 2026
REGIONS FINANCIAL CORP$15.4B AUM0.23%$36M124.8KQ1 2026OLDER
Ninepoint Partners LP$904M AUM0.23%$2M5.9KQ3 2025OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.23%$2M8.3KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.23%$7M23.3KQ3 2025OLDER
Argyle Capital Management, LLC$308M AUM0.23%$706,5942.5KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.23%$10M35.3KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM0.23%$2M5.5KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.23%$779,7792.7KQ1 2026OLDER
CMG Global Holdings, LLC$210M AUM0.23%$476,4201.7KQ1 2026OLDER
apricus wealth, LLC$205M AUM0.23%$464,0791.6KQ1 2026OLDER
Seneca House Advisors$252M AUM0.23%$566,8632.0KQ1 2026OLDER
Chesapeake Wealth Management$326M AUM0.23%$733,2852.6KQ1 2026OLDER
Lavaca Capital LLC$564M AUM0.22%$1M4.4KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.22%$4M13.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.22%$9M29.8KQ1 2026OLDER
Firestone Capital Management$480M AUM0.22%$1M3.7KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.22%$3M9.4KQ1 2026OLDER
Chemistry Wealth Management LLC$625M AUM0.22%$1M4.4KQ2 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.22%$1M3.7KQ1 2026OLDER
AMES NATIONAL CORP$167M AUM0.22%$368,2251.3KQ1 2026OLDER
New Hampshire Trust$496M AUM0.22%$1M3.8KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.22%$2M8.4KQ1 2026OLDER
Objectivity Squared, LLC$159M AUM0.22%$345,5771.2KQ1 2026OLDER
bLong Financial, LLC$132M AUM0.22%$287,0001.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.22%$36M126.2KQ1 2026OLDER
CNB Bank$238M AUM0.22%$512,8691.8KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.22%$400,3571.4KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.21%$4M12.5KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.21%$769,7282.7KQ4 2025OLDER
Alpha Wealth Funds, LLC$149M AUM0.21%$345,3841.2KQ4 2025OLDER
Alpine Bank Wealth Management$688M AUM0.21%$1M5.1KQ1 2026OLDER
Heritage Trust Co$997M AUM0.21%$2M7.3KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.21%$258,300900Q1 2026OLDER
Park Place Capital Corp$499M AUM0.21%$1M3.7KQ1 2026OLDER
W ADVISORS, LLC$195M AUM0.21%$411,4341.4KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.21%$516,6001.8KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.21%$2M8.5KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.21%$18M61.0KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM0.21%$432,5091.5KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM0.21%$2M7.6KQ1 2026OLDER
American Money Management, LLC$632M AUM0.21%$1M4.6KQ1 2026OLDER
Bigelow Investment Advisors, LLC$250M AUM0.21%$516,0261.8KQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.20%$807,3312.8KQ1 2026OLDER
VeraBank, N.A.$546M AUM0.20%$1M3.9KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.20%$1M4.8KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.20%$2M8.9KQ4 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.20%$228M793.2KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.20%$53M185.9KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.20%$430,5001.5KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.20%$9M30.4KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.20%$32M110.1KQ1 2026OLDER
LCNB CORP$297M AUM0.20%$597,2472.1KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.20%$3M8.0KQ1 2026OLDER
Mill Capital Management, LLC$1.3B AUM0.20%$3M9.1KQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.20%$981,5403.4KQ1 2026OLDER
Broderick Brian C$542M AUM0.20%$1M3.8KQ1 2026OLDER
Hoxton Planning & Management, LLC$333M AUM0.20%$657,8042.3KQ1 2026OLDER
Hardin Capital Partners, LLC$215M AUM0.20%$425,0071.3KQ2 2026
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM0.20%$451,1641.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.20%$4M14.8KQ1 2026OLDER
Lantern Wealth Advisors, LLC$195M AUM0.20%$380,2751.3KQ1 2026OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.19%$1M4.3KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.19%$3M9.2KQ4 2025OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.19%$651,1862.3KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.19%$4M15.3KQ1 2026OLDER
Cadence Bank$1.7B AUM0.19%$3M11.3KQ4 2025OLDER
Financial Security Advisor, Inc.$544M AUM0.19%$1M3.6KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.19%$3M9.1KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.19%$439,6841.5KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.19%$3M10.3KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.19%$644,1442.2KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.19%$2M6.1KQ1 2026OLDER
American State Bank (Iowa)$247M AUM0.19%$464,0201.5KQ2 2026
SANDERS MORRIS HARRIS LLC$172M AUM0.19%$324,0281.0KQ2 2026
Haven Capital Group, Inc.$108M AUM0.19%$211,000701Q3 2025OLDER
Sargent Investment Group, LLC$759M AUM0.19%$1M5.0KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.19%$301,3501.1KQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM0.19%$241,941843Q1 2026OLDER
CITY HOLDING CO$800M AUM0.18%$1M5.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.18%$185M643.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.18%$63M218.8KQ1 2026OLDER
Key FInancial Inc$562M AUM0.18%$1M3.6KQ1 2026OLDER
BWM Planning, LLC$379M AUM0.18%$600,8202.0KQ3 2025OLDER
BETO FINANCIAL GROUP, LLC$171M AUM0.18%$305,242974Q1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.18%$420,7421.5KQ1 2026OLDER
DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM0.17%$395,1991.4KQ1 2026OLDER
Pavion Blue Capital, LLC$230M AUM0.17%$400,9391.4KQ1 2026OLDER
Amundi$367.1B AUM0.17%$639M2.23MQ1 2026OLDER
Downshift Financial, LLC$193M AUM0.17%$335,0301.0KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.17%$380,9991.3KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.17%$3M10.5KQ1 2026OLDER
Silverberg Bernstein Capital Management LLC$261M AUM0.17%$449,8641.4KQ2 2026
VestGen Investment Management$181M AUM0.17%$310,0851.1KQ4 2025OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.17%$2M6.8KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.17%$229,600800Q1 2026OLDER
Centric Wealth Management$501M AUM0.17%$842,7292.7KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.17%$512,8691.8KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.17%$4M14.7KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.17%$332,8941.2KQ4 2025OLDER
CM WEALTH ADVISORS LLC$470M AUM0.17%$786,0932.7KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.17%$1M4.9KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.17%$754,9362.7KQ3 2025OLDER
GAM Holding AG$1.6B AUM0.17%$3M9.0KQ4 2025OLDER
Legacy Advisors, LLC$848M AUM0.17%$1M4.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.17%$3M11.0KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.17%$11M36.7KQ1 2026OLDER
Navigation Group, LLC$427M AUM0.17%$705,4462.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.16%$7M25.3KQ1 2026OLDER
HOGE FINANCIAL SERVICES, LLC$187M AUM0.16%$307,7231.1KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.16%$670,2832.3KQ1 2026OLDER
LongView Wealth Management$398M AUM0.16%$654,2262.2KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.16%$218,399702Q1 2026OLDER
SIMA Wealth Partners, LLC$105M AUM0.16%$171,752800Q2 2026
Royal Capital Wealth Management, LLC$161M AUM0.16%$262,892916Q1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.16%$1M3.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.16%$9M32.6KQ1 2026OLDER
Finward Bancorp$125M AUM0.16%$213,592711Q3 2025OLDER
Headlands Technologies LLC$878M AUM0.16%$1M5.0KQ1 2026OLDER
Constitution Capital LLC$195M AUM0.16%$314,5901.0KQ2 2026
MidWestOne Financial Group, Inc.$900M AUM0.16%$1M5.0KQ4 2025OLDER
Shorepoint Capital Partners LLC$503M AUM0.16%$806,3002.7KQ3 2025OLDER
Cornerstone Select Advisors, LLC$160M AUM0.16%$255,717891Q1 2026OLDER
Bay Capital Advisors, LLC$162M AUM0.16%$258,013899Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.16%$22M75.0KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.16%$2M6.2KQ1 2026OLDER
Curat Global, LLC$102M AUM0.16%$159,285555Q1 2026OLDER
Welch Group, LLC$2.7B AUM0.16%$4M14.5KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.16%$18M64.2KQ1 2026OLDER
Probity Advisors, Inc.$631M AUM0.16%$982,6883.4KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.15%$298,2051.0KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.15%$2M5.3KQ1 2026OLDER
Providence First Trust Co$284M AUM0.15%$442,8961.5KQ4 2025OLDER
Hills Bank & Trust Co$2.1B AUM0.15%$3M11.0KQ1 2026OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.15%$5M16.6KQ4 2025OLDER
Pointe Capital Management LLC$202M AUM0.15%$307,3771.1KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.15%$352,2481.2KQ1 2026OLDER
Roberts Wealth Advisors, LLC$394M AUM0.15%$595,8122.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.15%$7M24.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.15%$65M227.1KQ1 2026OLDER
Coastline Complete Wealth LLC$161M AUM0.15%$240,382838Q1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.15%$230,005801Q1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM0.15%$607,0052.1KQ1 2026OLDER
HALL CAPITAL MANAGEMENT CO INC$280M AUM0.15%$415,0011.3KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.15%$2M8.3KQ1 2026OLDER
WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM0.15%$2M6.4KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.15%$2M6.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.15%$17M58.6KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.15%$764,5682.7KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.15%$7M25.0KQ1 2026OLDER
Wilkins Miller Wealth Management, LLC$165M AUM0.15%$241,039840Q1 2026OLDER
GreatBanc Trust CO$143M AUM0.15%$207,214722Q1 2026OLDER

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