NVSNOVARTIS AG
CUSIP 66987V109 · Yahoo Finance ↗ · Google Finance ↗
Novartis AG (NVS) has 1,569 institutional holders in Filings Flow’s 13F database, together reporting 143.94M shares worth $22.0B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Morgan Stanley, and Dimensional Fund Advisors LP.
Institutional Holders
1,569
Q1 2026
Reported Value
$22.0B
Ticker
NVS
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC$294.9B AUM | 0.72% | $2.1B | 13.89M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.08% | $1.3B | 8.53M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.26% | $1.2B | 8.11M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.91% | $1.2B | 7.57M | Q1 2026 |
| DODGE & COX$182.0B AUM | 0.58% | $1.1B | 6.97M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.11% | $997M | 6.53M | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 1.12% | $829M | 5.43M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $758M | 4.96M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.13% | $521M | 3.41M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $451M | 2.95M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.06% | $426M | 2.79M | Q1 2026 |
| GQG Partners LLC$63.1B AUM | 0.59% | $374M | 2.45M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.09% | $353M | 2.31M | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.17% | $348M | 2.28M | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.48% | $342M | 2.24M | Q1 2026 |
| Cullen Capital Management, LLC$9.8B AUM | 3.19% | $311M | 2.04M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.09% | $295M | 1.93M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $290M | 1.90M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.04% | $274M | 1.79M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $271M | 1.80M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.13% | $270M | 1.82M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $259M | 1.69M | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.13% | $234M | 1.53M | Q1 2026 |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.50% | $220M | 1.46M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $216M | 1.39M | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.47% | $214M | 1.40M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $207M | 1.35M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.27% | $170M | 1.11M | Q1 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.46% | $160M | 1.05M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.19% | $144M | 941.8K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.10% | $136M | 891.8K | Q1 2026 |
| EARNEST PARTNERS LLC$24.3B AUM | 0.56% | $135M | 885.3K | Q1 2026 |
| LORD, ABBETT & CO. LLC$30.6B AUM | 0.41% | $127M | 830.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $126M | 825.3K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.06% | $107M | 703.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.04% | $99M | 648.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $95M | 620.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.09% | $95M | 619.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $95M | 618.7K | Q1 2026 |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 2.77% | $90M | 589.2K | Q1 2026 |
| HARDING LOEVNER LP$9.7B AUM | 0.92% | $89M | 584.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $87M | 568.4K | Q1 2026 |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 1.41% | $86M | 561.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.99% | $83M | 546.5K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.11% | $82M | 537.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $81M | 532.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.05% | $81M | 528.8K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.18% | $77M | 505.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.12% | $71M | 517.0K | Q4 2025OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.15% | $69M | 454.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.10% | $67M | 440.5K | Q1 2026 |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.29% | $66M | 432.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.13% | $62M | 403.8K | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 1.71% | $60M | 393.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $56M | 366.6K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $53M | 345.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.09% | $52M | 340.7K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.07% | $51M | 336.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.07% | $50M | 329.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $50M | 327.8K | Q1 2026 |
| Defilade Capital Management, L.P.$712M AUM | 6.78% | $50M | 362.8K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.05% | $49M | 322.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.24% | $49M | 320.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $49M | 317.7K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.20% | $48M | 315.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.12% | $48M | 311.8K | Q1 2026 |
| SATURNA CAPITAL CORP$7.1B AUM | 0.67% | $48M | 311.0K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 1.83% | $43M | 283.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.05% | $43M | 280.4K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.11% | $42M | 275.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.05% | $41M | 268.9K | Q1 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.32% | $41M | 267.9K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 1.98% | $41M | 266.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $40M | 264.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $40M | 259.3K | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.06% | $39M | 258.0K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.24% | $38M | 251.9K | Q1 2026 |
| Integral Health Asset Management, LLC$2.1B AUM | 1.83% | $38M | 250.0K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $38M | 246.7K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.46% | $37M | 242.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.04% | $37M | 241.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $36M | 233.9K | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.71% | $35M | 230.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.80% | $35M | 255.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.10% | $35M | 229.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $34M | 220.1K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.38% | $33M | 217.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.20% | $33M | 212.8K | Q1 2026 |
| Promethos Capital, LLC$372M AUM | 8.34% | $31M | 203.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $31M | 203.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.06% | $29M | 193.2K | Q1 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.20% | $29M | 189.6K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.05% | $29M | 189.2K | Q1 2026 |
| GODSEY & GIBB, INC$1.1B AUM | 2.47% | $28M | 185.6K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.05% | $28M | 184.3K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.38% | $28M | 182.4K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.04% | $27M | 177.4K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.12% | $27M | 176.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $27M | 175.8K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $27M | 173.6K | Q1 2026 |
| Foresight Global Investors, Inc.$154M AUM | 17.06% | $26M | 172.1K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.09% | $26M | 171.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $26M | 169.0K | Q1 2026 |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 3.01% | $25M | 164.3K | Q1 2026 |
| Parkwood LLC$1.1B AUM | 2.21% | $25M | 163.4K | Q1 2026 |
| Martin Investment Management, LLC$334M AUM | 7.42% | $25M | 162.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $25M | 161.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.04% | $25M | 160.8K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 2.28% | $24M | 176.7K | Q4 2025OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.35% | $24M | 156.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $24M | 156.6K | Q1 2026 |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 1.61% | $24M | 156.4K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.24% | $23M | 150.8K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.87% | $23M | 186.1K | Q2 2025OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.32% | $22M | 145.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.11% | $22M | 142.8K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 1.55% | $22M | 141.2K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $21M | 140.6K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $21M | 139.6K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.07% | $21M | 139.1K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.08% | $21M | 136.9K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $21M | 136.3K | Q1 2026 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.73% | $21M | 135.9K | Q1 2026 |
| Coleford Investment Management Ltd.$408M AUM | 5.08% | $21M | 135.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $21M | 147.8K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $19M | 126.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.06% | $19M | 126.4K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.90% | $19M | 125.5K | Q1 2026 |
| Capital Wealth Planning, LLC$18.1B AUM | 0.11% | $19M | 125.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $18M | 121.0K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.18% | $18M | 120.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $18M | 118.3K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.21% | $17M | 114.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $17M | 113.3K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $17M | 113.3K | Q1 2026 |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 2.47% | $17M | 112.7K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $17M | 108.6K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.52% | $17M | 108.6K | Q1 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.31% | $17M | 108.6K | Q1 2026 |
| Boston Common Asset Management, LLC$1.6B AUM | 1.06% | $17M | 108.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.07% | $16M | 107.4K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.37% | $16M | 107.0K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $16M | 102.6K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.28% | $16M | 104.1K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.25% | $16M | 103.6K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.05% | $16M | 114.3K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.04% | $15M | 99.0K | Q1 2026 |
| First Fiduciary Investment Counsel, Inc.$497M AUM | 3.04% | $15M | 98.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.06% | $15M | 96.5K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.46% | $15M | 96.3K | Q1 2026 |
| American Assets Investment Management, LLC$1.5B AUM | 0.97% | $14M | 93.6K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $14M | 92.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.09% | $14M | 92.1K | Q1 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.21% | $14M | 91.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $14M | 90.3K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.03% | $13M | 87.6K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.18% | $13M | 84.9K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 2.15% | $13M | 84.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $13M | 84.5K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $13M | 84.3K | Q1 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.66% | $13M | 83.8K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.36% | $13M | 91.0K | Q4 2025OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.65% | $12M | 81.8K | Q1 2026 |
| Eldred Rock Partners, LLC$465M AUM | 3.14% | $12M | 80.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.13% | $12M | 79.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.03% | $12M | 79.1K | Q1 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.67% | $12M | 79.1K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.15% | $12M | 83.3K | Q1 2026 |
| Cohen Capital Management, Inc.$735M AUM | 1.82% | $12M | 76.8K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12M | 76.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $12M | 76.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.03% | $12M | 74.7K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.08% | $12M | 75.5K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 1.60% | $12M | 75.3K | Q1 2026 |
| Reynders McVeigh Capital Management, LLC$2.0B AUM | 0.57% | $11M | 73.4K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.05% | $11M | 72.6K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.38% | $11M | 72.6K | Q1 2026 |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.06% | $11M | 71.5K | Q1 2026 |
| Altrius Capital Management Inc$503M AUM | 2.15% | $11M | 70.6K | Q1 2026 |
| CAMDEN NATIONAL BANK$739M AUM | 1.45% | $11M | 70.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $11M | 70.1K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.23% | $11M | 69.4K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.07% | $11M | 68.9K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.31% | $10M | 68.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $10M | 67.2K | Q1 2026 |
| SALT Holding Corp.$165M AUM | 6.17% | $10M | 66.8K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.15% | $10M | 66.3K | Q1 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.43% | $10M | 64.7K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.04% | $10M | 63.7K | Q1 2026 |
| DV EQUITIES, LLC$558M AUM | 1.73% | $10M | 69.9K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.05% | $10M | 63.1K | Q1 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 2.29% | $10M | 65.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $10M | 62.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.11% | $10M | 62.5K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.28% | $9M | 61.0K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.16% | $9M | 60.6K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.09% | $9M | 75.3K | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.05% | $9M | 59.3K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $9M | 59.1K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.01% | $9M | 63.4K | Q4 2025OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.11% | $9M | 57.6K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.01% | $9M | 57.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $9M | 56.9K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $9M | 56.4K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.11% | $9M | 56.0K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.10% | $8M | 55.2K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.01% | $8M | 55.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $8M | 54.8K | Q1 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.61% | $8M | 53.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 53.1K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 58.6K | Q1 2026 |
| Narwhal Capital Management$1.4B AUM | 0.59% | $8M | 52.7K | Q1 2026 |
| Triasima Portfolio Management inc.$661M AUM | 1.21% | $8M | 52.5K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $8M | 52.2K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 65.2K | Q2 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.09% | $8M | 51.6K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 2.40% | $8M | 50.6K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.88% | $8M | 50.6K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $8M | 50.6K | Q1 2026 |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.01% | $8M | 50.3K | Q1 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 2.24% | $8M | 50.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.18% | $8M | 50.0K | Q1 2026 |
| Cardinal Capital Management$776M AUM | 0.98% | $8M | 49.7K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.30% | $7M | 49.0K | Q1 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.27% | $7M | 49.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.06% | $7M | 48.9K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.11% | $7M | 48.8K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.11% | $7M | 48.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $7M | 48.0K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 1.30% | $7M | 48.0K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.16% | $7M | 47.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.17% | $7M | 47.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $7M | 46.6K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.13% | $7M | 46.4K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.12% | $7M | 45.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 45.4K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.08% | $7M | 45.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.11% | $7M | 44.2K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.11% | $7M | 44.1K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $7M | 44.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 43.8K | Q1 2026 |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.04% | $7M | 52.0K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.08% | $7M | 55.0K | Q2 2025OLDER |
| Monte Financial Group, LLC$282M AUM | 2.35% | $7M | 43.4K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $7M | 52.9K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $7M | 43.0K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.12% | $7M | 42.8K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $6M | 42.5K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $6M | 46.8K | Q4 2025OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.38% | $6M | 51.7K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.05% | $6M | 41.8K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.26% | $6M | 49.7K | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.26% | $6M | 45.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $6M | 41.3K | Q1 2026 |
| Perennial Advisors, LLC$587M AUM | 1.06% | $6M | 40.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.03% | $6M | 40.7K | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.77% | $6M | 40.6K | Q1 2026 |
| Henry James International Management Inc.$334M AUM | 2.23% | $6M | 40.4K | Q1 2026 |
| First Pacific Financial$777M AUM | 0.79% | $6M | 39.9K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.34% | $6M | 39.6K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.34% | $6M | 39.5K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.15% | $6M | 39.3K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.17% | $6M | 39.0K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.74% | $6M | 38.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 38.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.07% | $6M | 38.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.03% | $6M | 38.4K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.20% | $6M | 38.3K | Q1 2026 |
| Hayek Kallen Investment Management$307M AUM | 1.89% | $6M | 38.1K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.03% | $6M | 45.2K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $6M | 37.7K | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 0.57% | $6M | 41.6K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $6M | 37.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $6M | 37.1K | Q1 2026 |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 0.90% | $6M | 37.0K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.15% | $6M | 36.7K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.19% | $6M | 36.6K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.02% | $6M | 36.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.09% | $6M | 36.2K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $6M | 36.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 35.6K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $5M | 35.4K | Q1 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.29% | $5M | 35.2K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.08% | $5M | 35.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 34.5K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 1.05% | $5M | 44.2K | Q2 2025OLDER |
| Quartz Partners, LLC$259M AUM | 2.07% | $5M | 35.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.05% | $5M | 34.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $5M | 34.7K | Q1 2026 |
| Greenfield Seitz Capital Management, LLC$332M AUM | 1.59% | $5M | 34.5K | Q1 2026 |
| Timber Creek Capital Management LLC$412M AUM | 1.27% | $5M | 34.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 33.7K | Q1 2026 |
| Auto-Owners Insurance Co$4.8B AUM | 0.11% | $5M | 33.6K | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.82% | $5M | 33.0K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.16% | $5M | 32.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.10% | $5M | 36.3K | Q1 2026 |
| WealthTrust Axiom LLC$406M AUM | 1.23% | $5M | 32.7K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.21% | $5M | 32.7K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.07% | $5M | 32.5K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $5M | 32.5K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.15% | $5M | 32.7K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.02% | $5M | 32.0K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $5M | 31.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 31.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.14% | $5M | 30.6K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.09% | $5M | 30.5K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.30% | $5M | 31.2K | Q1 2026 |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.02% | $5M | 30.1K | Q1 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.33% | $5M | 30.0K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.20% | $5M | 30.0K | Q1 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.46% | $5M | 29.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 29.5K | Q1 2026 |
| South Shore Capital Advisors$137M AUM | 3.29% | $4M | 29.8K | Q1 2026 |
| PRENTISS SMITH & CO INC$172M AUM | 2.58% | $4M | 29.1K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.02% | $4M | 29.0K | Q1 2026 |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.18% | $4M | 28.9K | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.37% | $4M | 28.5K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 35.9K | Q2 2025OLDER |
| Haverford Trust Co$10.9B AUM | 0.04% | $4M | 28.4K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.34% | $4M | 28.3K | Q1 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.24% | $4M | 28.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.09% | $4M | 28.1K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.06% | $4M | 28.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $4M | 28.0K | Q1 2026 |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.01% | $4M | 27.9K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.28% | $4M | 27.8K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.44% | $4M | 27.5K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $4M | 27.6K | Q1 2026 |
| Pegasus Asset Management, Inc.$313M AUM | 1.33% | $4M | 27.3K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.26% | $4M | 27.2K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.08% | $4M | 27.1K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.14% | $4M | 27.0K | Q1 2026 |
| Arjuna Capital$393M AUM | 1.05% | $4M | 27.0K | Q1 2026 |
| EagleClaw Capital Managment, LLC$714M AUM | 0.57% | $4M | 26.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 29.7K | Q4 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.26% | $4M | 26.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 29.1K | Q4 2025OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.27% | $4M | 26.3K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.10% | $4M | 26.2K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.29% | $4M | 26.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 26.6K | Q1 2026 |
| ALBERT D MASON INC$154M AUM | 2.54% | $4M | 25.7K | Q1 2026 |
| Telos Capital Management, Inc.$1.0B AUM | 0.38% | $4M | 25.7K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.03% | $4M | 30.3K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 25.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $4M | 24.9K | Q1 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.02% | $4M | 24.8K | Q1 2026 |
| apricus wealth, LLC$205M AUM | 1.82% | $4M | 24.4K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.05% | $4M | 24.3K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.75% | $4M | 24.1K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.21% | $4M | 24.1K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.08% | $4M | 24.1K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $4M | 23.9K | Q1 2026 |
| Third View Private Wealth, LLC$730M AUM | 0.50% | $4M | 23.8K | Q1 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 1.32% | $4M | 23.7K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.06% | $4M | 23.6K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.22% | $4M | 23.4K | Q1 2026 |
| HALL LAURIE J TRUSTEE$322M AUM | 1.25% | $4M | 23.2K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.44% | $4M | 23.0K | Q1 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM | 1.42% | $4M | 22.9K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.05% | $3M | 25.4K | Q4 2025OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.13% | $3M | 22.9K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.99% | $3M | 22.9K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.08% | $3M | 28.6K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 22.6K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.18% | $3M | 22.6K | Q1 2026 |
| TEALWOOD ASSET MANAGEMENT INC$220M AUM | 1.55% | $3M | 22.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $3M | 22.2K | Q1 2026 |
| FOSTER & MOTLEY INC$1.9B AUM | 0.17% | $3M | 22.1K | Q1 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.44% | $3M | 22.0K | Q1 2026 |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 0.70% | $3M | 24.0K | Q4 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.20% | $3M | 21.6K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.07% | $3M | 26.9K | Q2 2025OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.47% | $3M | 21.3K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.53% | $3M | 21.1K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.74% | $3M | 21.1K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.11% | $3M | 23.3K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.05% | $3M | 20.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 20.8K | Q1 2026 |
| Wambolt & Associates, LLC$297M AUM | 1.06% | $3M | 25.6K | Q2 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.06% | $3M | 20.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.06% | $3M | 20.6K | Q1 2026 |
| Cascade Investment Advisors, Inc.$169M AUM | 1.85% | $3M | 20.5K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.31% | $3M | 20.5K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.31% | $3M | 20.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.08% | $3M | 20.1K | Q1 2026 |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.61% | $3M | 20.0K | Q1 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.31% | $3M | 20.0K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.04% | $3M | 19.9K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.14% | $3M | 19.6K | Q1 2026 |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.64% | $3M | 19.3K | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.28% | $3M | 19.1K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 18.9K | Q1 2026 |
| Beutel, Goodman & Co Ltd.$14.8B AUM | 0.02% | $3M | 18.8K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $3M | 18.7K | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.26% | $3M | 18.4K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $3M | 18.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 18.3K | Q1 2026 |
| Abbot Financial Management, Inc.$239M AUM | 1.14% | $3M | 17.9K | Q1 2026 |
| INDEPENDENT INVESTORS INC$504M AUM | 0.54% | $3M | 17.9K | Q1 2026 |
| Lester Murray Antman dba SimplyRich$391M AUM | 0.69% | $3M | 17.8K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.04% | $3M | 17.6K | Q1 2026 |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.55% | $3M | 17.4K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.03% | $3M | 17.4K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.13% | $3M | 17.3K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 17.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 17.3K | Q1 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.17% | $3M | 17.2K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $3M | 17.5K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.45% | $3M | 17.0K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.42% | $3M | 17.0K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.81% | $3M | 17.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.13% | $3M | 16.9K | Q1 2026 |
| Northside Capital Management, LLC$1.1B AUM | 0.23% | $3M | 16.9K | Q1 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.31% | $3M | 16.9K | Q1 2026 |
| Optimist Retirement Group LLC$227M AUM | 1.13% | $3M | 16.8K | Q1 2026 |
| Abundance Wealth Counselors$697M AUM | 0.37% | $3M | 16.8K | Q1 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.46% | $3M | 20.0K | Q3 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 16.6K | Q1 2026 |
| Strategic Global Advisors, LLC$625M AUM | 0.41% | $3M | 16.6K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.57% | $3M | 16.6K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.17% | $3M | 16.5K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.11% | $3M | 16.5K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $3M | 16.4K | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.25% | $3M | 16.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.04% | $3M | 16.4K | Q1 2026 |
| Dorsey Wright & Associates$807M AUM | 0.31% | $2M | 16.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.03% | $2M | 16.1K | Q1 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.55% | $2M | 16.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 15.9K | Q1 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 0.28% | $2M | 15.9K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.18% | $2M | 15.9K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.49% | $2M | 15.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $2M | 18.6K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.27% | $2M | 15.4K | Q1 2026 |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.03% | $2M | 15.2K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.24% | $2M | 15.1K | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 1.62% | $2M | 15.0K | Q1 2026 |
| Altman Advisors, Inc.$241M AUM | 0.95% | $2M | 15.0K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.27% | $2M | 14.9K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.12% | $2M | 14.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 14.8K | Q1 2026 |
| New Vernon Capital Holdings II LLC$136M AUM | 1.66% | $2M | 14.7K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.47% | $2M | 14.5K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.02% | $2M | 14.5K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $2M | 14.4K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $2M | 15.8K | Q4 2025OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.07% | $2M | 14.2K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.10% | $2M | 14.1K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 13.9K | Q1 2026 |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.16% | $2M | 13.9K | Q1 2026 |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.50% | $2M | 13.8K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.28% | $2M | 13.8K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.10% | $2M | 13.8K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.04% | $2M | 13.7K | Q1 2026 |
| DENALI ADVISORS LLC$900M AUM | 0.23% | $2M | 13.6K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.25% | $2M | 13.5K | Q1 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.22% | $2M | 13.5K | Q1 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.13% | $2M | 13.5K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 13.5K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.06% | $2M | 13.3K | Q1 2026 |
| KAHN BROTHERS GROUP INC$564M AUM | 0.36% | $2M | 13.4K | Q1 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.63% | $2M | 13.3K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.09% | $2M | 13.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.07% | $2M | 13.3K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.05% | $2M | 13.3K | Q1 2026 |
| Sepio Capital, LP$1.8B AUM | 0.11% | $2M | 13.0K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 12.9K | Q1 2026 |
| Compass Wealth Management LLC$405M AUM | 0.49% | $2M | 12.8K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.03% | $2M | 12.8K | Q1 2026 |
| Boit C F David$225M AUM | 0.87% | $2M | 12.8K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.03% | $2M | 12.8K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $2M | 12.8K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 0.44% | $2M | 12.7K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.27% | $2M | 15.1K | Q3 2025OLDER |
| Arnhold LLC$1.4B AUM | 0.14% | $2M | 12.6K | Q1 2026 |
| PCM Encore, LLC$486M AUM | 0.40% | $2M | 12.6K | Q1 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV$549M AUM | 0.35% | $2M | 12.6K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.75% | $2M | 12.6K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.53% | $2M | 12.6K | Q1 2026 |
| CSM Advisors, LLC$4.1B AUM | 0.05% | $2M | 12.5K | Q1 2026 |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.19% | $2M | 12.8K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.05% | $2M | 12.3K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.09% | $2M | 12.4K | Q1 2026 |
| Henshaw Capital LLC$2.7B AUM | 0.07% | $2M | 12.3K | Q1 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC.$365M AUM | 0.51% | $2M | 12.3K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.05% | $2M | 12.2K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.04% | $2M | 12.2K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 12.1K | Q1 2026 |
| Value Partners Investments Inc.$1.3B AUM | 0.14% | $2M | 12.1K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.02% | $2M | 12.1K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.63% | $2M | 12.0K | Q1 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.10% | $2M | 12.0K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.25% | $2M | 11.9K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.04% | $2M | 11.9K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.25% | $2M | 11.8K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.08% | $2M | 11.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 11.8K | Q1 2026 |
| Glass Wealth Management Co LLC$258M AUM | 0.69% | $2M | 11.7K | Q1 2026 |
| Morningstar Investment Management LLC$1.6B AUM | 0.07% | $2M | 13.8K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.