NVSNNOVARTIS AG
CUSIP 66987V109 · Yahoo Finance ↗ · Google Finance ↗
Novartis AG (NVSN) has 1,568 institutional holders in Filings Flow’s 13F database, together reporting 144.17M shares worth $21.0B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Dimensional Fund Advisors LP, and Morgan Stanley.
Institutional Holders
1,568
Q1 2026
Reported Value
$21.0B
Ticker
NVSN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Foresight Global Investors, Inc.$154M AUM | 17.06% | $26M | 172.1K | Q1 2026OLDER |
| Promethos Capital, LLC$372M AUM | 8.34% | $31M | 203.1K | Q1 2026OLDER |
| Martin Investment Management, LLC$334M AUM | 7.42% | $25M | 162.2K | Q1 2026OLDER |
| Defilade Capital Management, L.P.$712M AUM | 6.78% | $50M | 362.8K | Q4 2025OLDER |
| SALT Holding Corp.$165M AUM | 6.17% | $10M | 66.8K | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 5.08% | $21M | 135.6K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 3.29% | $4M | 29.8K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 3.19% | $311M | 2.04M | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 3.01% | $25M | 164.3K | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 2.77% | $90M | 589.2K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 2.72% | $13M | 80.6K | Q2 2026 |
| PRENTISS SMITH & CO INC$172M AUM | 2.58% | $4M | 29.1K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 2.54% | $4M | 25.7K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.47% | $28M | 185.6K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 2.47% | $17M | 112.7K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 2.40% | $8M | 50.6K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.35% | $7M | 43.4K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 2.28% | $24M | 176.7K | Q4 2025OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 2.25% | $10M | 63.4K | Q2 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 2.24% | $8M | 50.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 2.19% | $13M | 83.0K | Q2 2026 |
| Altrius Capital Management Inc$503M AUM | 2.15% | $11M | 70.6K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 2.07% | $5M | 35.0K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 1.98% | $41M | 266.1K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 1.90% | $6M | 40.4K | Q2 2026 |
| Cascade Investment Advisors, Inc.$169M AUM | 1.85% | $3M | 20.5K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 1.83% | $43M | 283.6K | Q1 2026OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 1.83% | $38M | 250.0K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 1.82% | $4M | 24.4K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.77% | $6M | 40.6K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.75% | $4M | 24.1K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 1.73% | $10M | 69.9K | Q4 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 1.71% | $60M | 393.9K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.67% | $12M | 79.1K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 1.66% | $2M | 14.7K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.64% | $3M | 19.3K | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 1.61% | $24M | 156.4K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.60% | $12M | 75.3K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 1.59% | $12M | 74.8K | Q2 2026 |
| Greenfield Seitz Capital Management, LLC$332M AUM | 1.59% | $5M | 34.5K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.55% | $22M | 141.2K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.45% | $11M | 70.2K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.42% | $4M | 22.9K | Q1 2026OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 1.41% | $86M | 561.8K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.35% | $24M | 156.9K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.33% | $4M | 27.3K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 1.33% | $1M | 8.8K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.31% | $17M | 108.6K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 1.30% | $7M | 48.0K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.29% | $66M | 432.0K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.27% | $4M | 26.3K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 1.27% | $5M | 34.3K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 1.26% | $4M | 23.9K | Q2 2026 |
| WealthTrust Axiom LLC$406M AUM | 1.23% | $5M | 32.7K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 1.22% | $1M | 9.7K | Q3 2025OLDER |
| Triasima Portfolio Management inc.$661M AUM | 1.21% | $8M | 52.5K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.15% | $69M | 454.7K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.14% | $3M | 17.9K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.13% | $2M | 13.5K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 1.13% | $3M | 16.8K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.13% | $3M | 22.9K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 1.12% | $4M | 22.9K | Q2 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 1.12% | $829M | 5.43M | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.11% | $7M | 48.8K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 1.06% | $6M | 40.9K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 1.06% | $1M | 7.9K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.06% | $11M | 71.5K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.05% | $9M | 55.5K | Q2 2026 |
| Arjuna Capital$393M AUM | 1.05% | $4M | 27.0K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 1.05% | $1M | 7.6K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 1.01% | $2M | 11.3K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.99% | $83M | 546.5K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.99% | $3M | 22.9K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.98% | $8M | 49.7K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.97% | $14M | 93.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.95% | $2M | 15.0K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.94% | $16M | 113.3K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.94% | $1M | 9.1K | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 0.93% | $1M | 7.5K | Q1 2026OLDER |
| HARDING LOEVNER LP$9.7B AUM | 0.92% | $89M | 584.3K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.91% | $1.2B | 7.57M | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.90% | $19M | 125.5K | Q1 2026OLDER |
| SPHERA FUNDS MANAGEMENT LTD.$630M AUM | 0.90% | $6M | 37.0K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.89% | $2M | 11.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.88% | $8M | 50.6K | Q1 2026OLDER |
| Boit C F David$225M AUM | 0.87% | $2M | 12.8K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.83% | $1M | 6.6K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.82% | $5M | 33.0K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.81% | $3M | 17.0K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.81% | $822,712 | 5.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.80% | $35M | 255.0K | Q4 2025OLDER |
| First Pacific Financial$777M AUM | 0.79% | $6M | 39.9K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.76% | $851,581 | 5.6K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.76% | $2M | 11.7K | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.75% | $2M | 12.6K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.74% | $3M | 21.1K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.74% | $6M | 38.8K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 0.73% | $2M | 10.5K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.72% | $802,396 | 5.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.72% | $2.1B | 13.89M | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.71% | $35M | 230.9K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.71% | $753,516 | 4.9K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.70% | $763,750 | 5.0K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 0.69% | $2M | 11.7K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 0.69% | $892,213 | 5.8K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 0.67% | $48M | 311.0K | Q1 2026OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.66% | $13M | 83.8K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.65% | $12M | 81.8K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.64% | $845,166 | 5.5K | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 0.64% | $846,235 | 5.5K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.63% | $2M | 13.3K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 0.62% | $1M | 8.5K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.61% | $8M | 53.1K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.61% | $3M | 20.0K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.61% | $1M | 8.6K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.60% | $1M | 7.3K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.59% | $8M | 52.7K | Q1 2026OLDER |
| GQG Partners LLC$63.1B AUM | 0.59% | $374M | 2.45M | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 0.58% | $1.1B | 6.97M | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.57% | $2M | 9.9K | Q2 2026 |
| EagleClaw Capital Managment, LLC$714M AUM | 0.57% | $4M | 26.8K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.57% | $739,266 | 4.8K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.57% | $3M | 16.6K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.57% | $663,393 | 4.3K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.56% | $1M | 9.5K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.56% | $135M | 885.3K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.55% | $2M | 16.0K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.55% | $3M | 17.4K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.55% | $764,056 | 5.0K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 0.54% | $3M | 17.9K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.54% | $917,645 | 6.0K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.53% | $3M | 21.1K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.53% | $2M | 12.6K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.52% | $1M | 8.3K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.52% | $17M | 108.6K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.50% | $2M | 11.3K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.50% | $220M | 1.46M | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.50% | $4M | 23.8K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.50% | $573,165 | 3.9K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.50% | $2M | 13.8K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.49% | $2M | 15.7K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.49% | $516,144 | 3.5K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.49% | $728,159 | 4.8K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.49% | $2M | 12.8K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.48% | $545,012 | 3.6K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.48% | $961,320 | 6.1K | Q2 2026 |
| LCNB CORP$297M AUM | 0.47% | $1M | 9.2K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.47% | $3M | 21.3K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.47% | $2M | 14.5K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.47% | $214M | 1.40M | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 0.47% | $2M | 10.6K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.47% | $592,751 | 3.8K | Q2 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.46% | $1M | 8.3K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.46% | $160M | 1.05M | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.46% | $5M | 29.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.46% | $37M | 242.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.46% | $15M | 96.3K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.46% | $924,374 | 6.1K | Q1 2026OLDER |
| Steadtrust LLC$198M AUM | 0.46% | $904,118 | 5.8K | Q2 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.46% | $3M | 20.0K | Q3 2025OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.46% | $1M | 7.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.45% | $3M | 17.0K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.45% | $625,359 | 4.1K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.44% | $614,513 | 4.0K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 0.44% | $2M | 10.0K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.44% | $4M | 23.0K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.44% | $3M | 22.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.44% | $4M | 27.5K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.44% | $1M | 7.9K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.44% | $2M | 12.7K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.44% | $462,833 | 3.0K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.43% | $10M | 64.7K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 0.43% | $1M | 6.8K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 0.42% | $2M | 10.4K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.42% | $3M | 17.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.41% | $1M | 8.6K | Q2 2026 |
| Severin Investments, LLC$116M AUM | 0.41% | $473,042 | 3.1K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.41% | $3M | 16.6K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.40% | $437,210 | 2.9K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.40% | $2M | 12.6K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.39% | $744,960 | 5.1K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.39% | $508,047 | 3.3K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.38% | $28M | 182.4K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.38% | $1M | 8.0K | Q3 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.38% | $935,288 | 6.1K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.38% | $6M | 51.7K | Q3 2025OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.38% | $924,137 | 6.0K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.38% | $33M | 217.1K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.38% | $11M | 72.6K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.38% | $4M | 25.7K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.37% | $459,930 | 3.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.37% | $16M | 107.0K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.37% | $4M | 28.5K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.37% | $799,188 | 5.2K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.37% | $510,491 | 3.3K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.37% | $3M | 16.8K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.37% | $958,183 | 6.3K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.36% | $812,477 | 5.3K | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 0.36% | $2M | 10.3K | Q1 2026OLDER |
| KAHN BROTHERS GROUP INC$564M AUM | 0.36% | $2M | 13.4K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.36% | $912,797 | 6.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.36% | $13M | 91.0K | Q4 2025OLDER |
| Crew Capital Management, Ltd$151M AUM | 0.35% | $534,472 | 3.5K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.35% | $628,872 | 4.1K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.35% | $714,900 | 4.7K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.35% | $1M | 9.1K | Q3 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.35% | $694,096 | 4.5K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.35% | $2M | 9.9K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.35% | $659,982 | 4.3K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.35% | $1M | 8.4K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.34% | $6M | 39.6K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.34% | $826,378 | 5.4K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.34% | $625,817 | 4.1K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.34% | $833,710 | 5.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.34% | $6M | 39.5K | Q1 2026OLDER |
| Round Hill Asset Management$153M AUM | 0.34% | $518,128 | 3.4K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.34% | $4M | 28.3K | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 0.33% | $667,518 | 4.4K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.33% | $5M | 30.0K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.33% | $2M | 11.2K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.33% | $947,508 | 6.2K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.33% | $1M | 6.8K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.33% | $472,914 | 3.1K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 0.33% | $851,679 | 5.4K | Q2 2026 |
| JM2 Capital Inc.$121M AUM | 0.33% | $394,248 | 2.6K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.33% | $978,058 | 6.4K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.33% | $510,491 | 3.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.32% | $1M | 9.2K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.32% | $338,191 | 2.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.32% | $2M | 11.0K | Q2 2026 |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.32% | $2M | 10.5K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.32% | $22M | 145.1K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.32% | $1M | 7.1K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.31% | $1M | 10.6K | Q4 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.31% | $3M | 16.9K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.31% | $3M | 20.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.31% | $3M | 20.5K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.31% | $821,490 | 5.4K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.31% | $3M | 20.3K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.31% | $10M | 68.7K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.31% | $2M | 16.3K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.31% | $512,000 | 3.4K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.31% | $363,434 | 2.3K | Q2 2026 |
| Davis Investment Partners, LLC$283M AUM | 0.31% | $864,316 | 5.7K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.30% | $1M | 6.7K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.30% | $2M | 11.2K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.30% | $325,969 | 2.1K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.30% | $7M | 49.0K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.30% | $5M | 31.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.29% | $4M | 26.2K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.29% | $5M | 35.2K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.29% | $313,138 | 2.0K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.29% | $512,018 | 3.4K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.29% | $922,305 | 6.0K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.29% | $402,802 | 2.6K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.29% | $1M | 7.1K | Q2 2026 |
| Advisory Resource Group$581M AUM | 0.28% | $2M | 10.8K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.28% | $473,831 | 3.1K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.28% | $454,913 | 3.0K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.28% | $1M | 7.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.28% | $521,456 | 3.4K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.28% | $533,098 | 3.5K | Q2 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 0.28% | $2M | 15.9K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.28% | $1M | 7.4K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.28% | $673,187 | 4.4K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.28% | $805,604 | 5.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.28% | $9M | 61.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.28% | $4M | 27.8K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.28% | $3M | 19.1K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.28% | $2M | 13.8K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.28% | $472,609 | 3.1K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.28% | $16M | 104.1K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.27% | $7M | 49.0K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.27% | $2M | 11.4K | Q2 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.27% | $613,730 | 4.0K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.27% | $414,716 | 2.7K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.27% | $2M | 14.9K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.27% | $576,020 | 3.8K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.27% | $2M | 15.4K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.27% | $2M | 15.1K | Q3 2025OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 0.27% | $585,074 | 3.8K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.27% | $1M | 9.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.27% | $170M | 1.11M | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.26% | $376,834 | 2.5K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.26% | $555,246 | 3.6K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.26% | $6M | 45.7K | Q4 2025OLDER |
| Van Diest Capital, LLC$127M AUM | 0.26% | $333,166 | 2.2K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.26% | $6M | 49.7K | Q3 2025OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.26% | $1M | 6.7K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.26% | $726,502 | 4.8K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.26% | $4M | 26.4K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.26% | $1M | 8.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.26% | $1.2B | 8.11M | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.26% | $3M | 18.4K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.26% | $4M | 27.2K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.25% | $2M | 11.8K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.25% | $2M | 11.9K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.25% | $3M | 16.4K | Q1 2026OLDER |
| LCM Capital Management Inc$199M AUM | 0.25% | $499,768 | 3.3K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.25% | $404,654 | 2.6K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.25% | $827,244 | 5.4K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.25% | $2M | 13.5K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.25% | $459,778 | 3.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.25% | $16M | 103.6K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.25% | $367,364 | 2.4K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.25% | $2M | 12.3K | Q3 2025OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.25% | $308,914 | 2.1K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.24% | $427,089 | 2.8K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.24% | $558,149 | 3.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.24% | $49M | 320.0K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.24% | $473,525 | 3.1K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.24% | $340,739 | 2.2K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.24% | $562,884 | 3.7K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.24% | $4M | 28.3K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 0.24% | $274,034 | 1.8K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 0.24% | $325,205 | 2.1K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 0.24% | $2M | 10.7K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.24% | $324,900 | 2.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.24% | $23M | 150.8K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.24% | $260,665 | 1.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.24% | $38M | 251.9K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.24% | $514,801 | 3.4K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.24% | $510,643 | 3.3K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.23% | $617,110 | 4.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.23% | $11M | 69.4K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.23% | $2M | 13.6K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.23% | $936,275 | 6.8K | Q4 2025OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.23% | $284,268 | 1.9K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.23% | $404,919 | 2.7K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.23% | $3M | 16.9K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.23% | $454,737 | 3.0K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 0.22% | $307,174 | 2.2K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.22% | $252,485 | 1.7K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.22% | $1M | 7.2K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.22% | $1M | 6.5K | Q2 2026 |
| O'Brien Greene & Co. Inc$353M AUM | 0.22% | $776,122 | 5.1K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.22% | $1M | 7.6K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.22% | $2M | 10.6K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.22% | $2M | 13.5K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.22% | $1M | 7.6K | Q2 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.22% | $1M | 7.8K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.22% | $4M | 23.4K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.21% | $376,987 | 2.5K | Q1 2026OLDER |
| JBGlobal.com LLC$114M AUM | 0.21% | $242,916 | 1.6K | Q2 2026 |
| WealthSpring Partners, LLC$109M AUM | 0.21% | $229,906 | 1.5K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.21% | $335,439 | 2.2K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.21% | $4M | 24.1K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.21% | $278,769 | 1.8K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.21% | $583,505 | 3.8K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.21% | $14M | 91.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.21% | $17M | 114.3K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.21% | $282,880 | 1.8K | Q2 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.21% | $942,341 | 6.8K | Q4 2025OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.21% | $351,325 | 2.3K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.21% | $1M | 8.4K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.21% | $618,790 | 4.1K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.20% | $29M | 189.6K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.20% | $3M | 21.6K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.20% | $534,625 | 3.5K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.20% | $411,661 | 2.7K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.20% | $1M | 9.7K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 0.20% | $278,769 | 1.8K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.20% | $1M | 7.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.20% | $48M | 315.0K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.20% | $449,849 | 2.9K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.20% | $313,443 | 2.1K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.20% | $301,843 | 1.9K | Q2 2026 |
| Argent Trust Co$2.9B AUM | 0.20% | $6M | 38.3K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.20% | $519,350 | 3.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.20% | $5M | 32.4K | Q2 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 0.20% | $370,113 | 2.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.20% | $33M | 212.8K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.20% | $300,918 | 2.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.20% | $5M | 30.0K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.20% | $351,478 | 2.3K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.19% | $775,359 | 5.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.19% | $144M | 941.8K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.19% | $396,234 | 2.6K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.19% | $636,968 | 4.2K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.19% | $526,377 | 3.4K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.19% | $462,374 | 3.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.19% | $439,462 | 2.9K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.19% | $6M | 36.6K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.19% | $1M | 7.6K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.19% | $2M | 12.8K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.19% | $486,509 | 3.2K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 0.18% | $334,522 | 2.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.18% | $3M | 22.6K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.18% | $13M | 84.9K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.18% | $472,021 | 3.0K | Q2 2026 |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.18% | $4M | 28.9K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.18% | $531,417 | 3.5K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.18% | $263,446 | 1.7K | Q2 2026 |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.18% | $520,114 | 3.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.18% | $18M | 120.6K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.18% | $534,032 | 3.5K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.18% | $1M | 7.7K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.18% | $77M | 505.4K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.18% | $256,773 | 1.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.18% | $8M | 50.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.18% | $299,316 | 2.2K | Q4 2025OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.18% | $380,164 | 3.4K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.18% | $790,787 | 5.2K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.18% | $2M | 15.9K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.17% | $197,201 | 1.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.17% | $458,250 | 3.0K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.17% | $3M | 16.5K | Q1 2026OLDER |
| Merrion Investment Management Co, LLC$186M AUM | 0.17% | $317,720 | 2.1K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.17% | $3M | 17.2K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.17% | $255,924 | 1.6K | Q2 2026 |
| Gimbal Financial$167M AUM | 0.17% | $282,795 | 2.2K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.17% | $504,992 | 3.3K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.17% | $224,930 | 1.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.17% | $7M | 47.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.17% | $6M | 39.0K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.17% | $602,446 | 3.9K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.17% | $348M | 2.28M | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.17% | $393,331 | 2.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.17% | $693,614 | 4.5K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.16% | $165,887 | 1.1K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.16% | $1M | 8.1K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.16% | $1M | 9.3K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.16% | $322,149 | 2.1K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 0.16% | $978,943 | 6.4K | Q2 2026 |
| Frec Markets, Inc.$587M AUM | 0.16% | $956,521 | 6.3K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.16% | $339,353 | 2.5K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.16% | $735,334 | 4.8K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.16% | $371,753 | 2.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.16% | $9M | 60.6K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.16% | $707,844 | 4.6K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.16% | $2M | 13.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.16% | $7M | 47.7K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.16% | $5M | 32.8K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.16% | $645,674 | 4.2K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.16% | $1M | 8.1K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.15% | $6M | 36.7K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.15% | $209,482 | 1.4K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.15% | $202,547 | 1.3K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.15% | $12M | 83.3K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.15% | $351,378 | 2.7K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.15% | $518,892 | 3.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.15% | $5M | 32.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.15% | $2M | 10.8K | Q2 2026 |
| Net Worth Advisory Group$482M AUM | 0.15% | $726,471 | 4.8K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.15% | $226,686 | 1.5K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.15% | $316,888 | 2.0K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.15% | $414,210 | 2.6K | Q2 2026 |
| Hollow Brook Wealth Management LLC$392M AUM | 0.15% | $578,617 | 3.8K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.15% | $496,438 | 3.3K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.15% | $464,971 | 3.0K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.15% | $223,626 | 1.5K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.15% | $459,777 | 3.0K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.15% | $228,820 | 1.5K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.15% | $247,631 | 1.9K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.15% | $6M | 39.3K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 0.14% | $254,577 | 1.7K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.14% | $886,856 | 5.8K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.14% | $523,323 | 3.4K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 0.14% | $238,928 | 1.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.14% | $5M | 30.6K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.14% | $2M | 12.6K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.14% | $2M | 12.1K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.14% | $2M | 11.3K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.14% | $631,597 | 4.1K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.14% | $4M | 27.0K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 0.14% | $393,331 | 2.6K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.14% | $3M | 19.6K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $3M | 16.4K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.14% | $270,215 | 1.8K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.14% | $997,426 | 6.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.13% | $12M | 79.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.13% | $3M | 16.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.13% | $7M | 46.4K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.13% | $236,121 | 1.5K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.13% | $3M | 17.3K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.13% | $765,652 | 5.0K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.13% | $212,934 | 1.4K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.13% | $202,699 | 1.3K | Q1 2026OLDER |
| Diameter Capital Partners LP$1.1B AUM | 0.13% | $1M | 10.4K | Q4 2025OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.13% | $885,034 | 5.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.13% | $270M | 1.82M | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.13% | $874,494 | 5.7K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.13% | $513,729 | 3.3K | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.13% | $521M | 3.41M | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.13% | $233,097 | 1.5K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.13% | $303,599 | 2.0K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.13% | $284,573 | 1.9K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.13% | $261,707 | 1.7K | Q2 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.13% | $854,794 | 6.2K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.13% | $62M | 403.8K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.13% | $265,173 | 1.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.13% | $234M | 1.53M | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.12% | $1M | 7.7K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.12% | $703,457 | 4.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.12% | $307,486 | 2.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.12% | $7M | 45.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.12% | $1M | 9.0K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.12% | $133,656 | 875 | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.12% | $27M | 176.9K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.12% | $7M | 42.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.