OREALTY INCOME CORP
CUSIP 756109104 · Yahoo Finance ↗ · Google Finance ↗
Realty Income Corp (O) has 1,430 institutional holders in Filings Flow’s 13F database, together reporting 712.15M shares worth $42.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
1,430
Q1 2026
Reported Value
$42.4B
Ticker
O
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RUSH ISLAND MANAGEMENT, LP$1.5B AUM | 7.06% | $113M | 2.00M | Q4 2025OLDER |
| Community Bank of Raymore$149M AUM | 5.71% | $9M | 139.5K | Q1 2026OLDER |
| HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM | 5.24% | $73M | 1.19M | Q1 2026OLDER |
| Adelante Capital Management LLC$1.5B AUM | 4.99% | $73M | 1.19M | Q1 2026OLDER |
| AEW CAPITAL MANAGEMENT L P$1.4B AUM | 4.53% | $62M | 1.02M | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 4.26% | $553M | 8.94M | Q1 2026OLDER |
| Windle Wealth, LLC$237M AUM | 3.38% | $8M | 130.9K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 3.29% | $107M | 1.90M | Q4 2025OLDER |
| GSI Capital Advisors LLC$184M AUM | 3.03% | $6M | 91.1K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 2.83% | $7M | 113.7K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 2.76% | $5M | 83.8K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 2.53% | $865M | 14.14M | Q1 2026OLDER |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM | 2.51% | $242M | 3.96M | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 2.45% | $7M | 107.5K | Q2 2026 |
| Callodine Capital Management, LP$1.4B AUM | 2.37% | $34M | 554.9K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 2.23% | $34M | 600.0K | Q4 2025OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 2.12% | $21M | 337.1K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 2.12% | $5M | 85.9K | Q1 2026OLDER |
| EDMP, INC.$124M AUM | 2.10% | $3M | 42.5K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 2.04% | $7M | 115.2K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 1.99% | $3M | 45.7K | Q1 2026OLDER |
| Presima Securities ULC$178M AUM | 1.96% | $3M | 57.2K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 1.93% | $2M | 42.1K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 1.87% | $5M | 80.3K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 1.85% | $4M | 69.9K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 1.83% | $3M | 56.0K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.82% | $4M | 73.0K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.76% | $6M | 101.6K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 1.73% | $12M | 197.7K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.68% | $12M | 198.0K | Q2 2026 |
| Cohen Investment Advisors LLC$210M AUM | 1.58% | $3M | 54.4K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.54% | $2M | 26.5K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 1.54% | $7M | 112.3K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 1.48% | $2M | 26.9K | Q4 2025OLDER |
| Brentview Investment Management LLC$231M AUM | 1.41% | $3M | 53.4K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.37% | $3M | 47.1K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 1.33% | $3M | 53.0K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 1.33% | $26M | 421.6K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 1.32% | $3M | 41.0K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.32% | $4M | 72.8K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.31% | $5M | 81.3K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.28% | $3M | 52.9K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 1.23% | $2M | 35.8K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 1.23% | $83M | 1.35M | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 1.22% | $2M | 33.9K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 1.20% | $2M | 33.2K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.17% | $4M | 58.0K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.12% | $66M | 1.07M | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 1.12% | $1M | 23.7K | Q3 2025OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.11% | $2M | 31.2K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.09% | $3M | 47.0K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.07% | $3M | 56.2K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 1.06% | $7M | 119.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 1.05% | $22M | 352.8K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 1.04% | $8M | 125.1K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.02% | $13M | 211.0K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 0.99% | $3M | 41.7K | Q1 2026OLDER |
| Anson Funds Management LP$2.3B AUM | 0.98% | $11M | 183.8K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.97% | $1M | 21.5K | Q4 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.96% | $4M | 71.7K | Q2 2026 |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.95% | $8M | 126.8K | Q2 2026 |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 0.90% | $7M | 106.9K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.89% | $5M | 79.8K | Q1 2026OLDER |
| LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM | 0.89% | $2M | 33.6K | Q4 2025OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 0.88% | $2M | 30.5K | Q3 2025OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.87% | $5M | 88.2K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.85% | $17M | 279.6K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.84% | $953,882 | 15.6K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.82% | $2M | 27.6K | Q3 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.82% | $51M | 835.0K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.82% | $3M | 42.2K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.81% | $62M | 1.02M | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.81% | $1M | 18.4K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.81% | $977,729 | 15.8K | Q2 2026 |
| ICW Investment Advisors LLC$277M AUM | 0.80% | $2M | 36.3K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.80% | $2M | 31.5K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 0.79% | $2M | 25.8K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.78% | $6M | 96.0K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 0.78% | $2M | 25.6K | Q3 2025OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.78% | $1M | 18.4K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.77% | $1M | 23.8K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.77% | $2M | 34.2K | Q2 2026 |
| Goepper Burkhardt LLC$299M AUM | 0.77% | $2M | 37.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.77% | $52M | 844.7K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.77% | $4M | 59.2K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.76% | $1M | 19.4K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.76% | $10M | 157.0K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.76% | $2M | 34.6K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.75% | $2M | 33.5K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 0.74% | $19M | 312.6K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.73% | $1M | 20.5K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.73% | $4M | 62.0K | Q2 2026 |
| Applied Capital LLC/FL$212M AUM | 0.72% | $2M | 25.0K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.71% | $3M | 40.9K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.70% | $2M | 29.6K | Q4 2025OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.70% | $9M | 143.0K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.69% | $2M | 30.6K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.69% | $11M | 177.5K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.68% | $4M | 63.3K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.68% | $1M | 23.0K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.68% | $24M | 384.6K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.67% | $6M | 91.8K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.67% | $2M | 33.2K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.67% | $1M | 22.3K | Q2 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.67% | $13M | 207.2K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.66% | $16M | 281.8K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.66% | $4M | 60.0K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.64% | $4M | 62.6K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.64% | $5M | 83.5K | Q3 2025OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.63% | $1M | 18.7K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.63% | $10M | 155.9K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.62% | $51M | 838.1K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.61% | $3M | 51.1K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.61% | $6M | 103.5K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.60% | $2M | 29.3K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.58% | $2M | 27.9K | Q2 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.57% | $5M | 73.9K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.57% | $6M | 91.0K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.57% | $7M | 110.4K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.54% | $2M | 35.8K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.53% | $2M | 31.8K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.53% | $4M | 68.8K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.52% | $9M | 143.8K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.52% | $3M | 43.4K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.52% | $1M | 18.6K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.52% | $3M | 52.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.50% | $2M | 35.4K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.50% | $2M | 28.4K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.49% | $3M | 47.8K | Q2 2026 |
| Naviter Wealth, LLC$801M AUM | 0.49% | $4M | 63.6K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.48% | $9M | 148.1K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.47% | $701,245 | 11.5K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.47% | $2M | 39.9K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.47% | $3M | 67.4K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.46% | $472,441 | 7.7K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.46% | $1M | 16.9K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 0.45% | $758,020 | 12.4K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.44% | $836,637 | 13.7K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.42% | $10M | 167.8K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.42% | $2M | 32.3K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.42% | $555,341 | 9.1K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.41% | $3M | 54.0K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.41% | $865,697 | 14.2K | Q1 2026OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.41% | $31M | 508.8K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.40% | $610,482 | 10.0K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.40% | $4M | 68.7K | Q4 2025OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.40% | $16M | 267.3K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.40% | $922,914 | 15.2K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.40% | $7M | 115.9K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.40% | $973,477 | 15.9K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.40% | $8M | 138.6K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.40% | $4M | 59.2K | Q3 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.39% | $3M | 48.0K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.39% | $7M | 107.6K | Q3 2025OLDER |
| Signet Private Wealth LLC$105M AUM | 0.39% | $403,421 | 6.6K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.38% | $2M | 31.6K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.38% | $11M | 187.0K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.38% | $147M | 2.40M | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.38% | $888,587 | 14.5K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.38% | $1M | 24.3K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.38% | $2M | 36.4K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.37% | $13M | 213.8K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.37% | $1M | 19.3K | Q2 2026 |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.37% | $9M | 139.1K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.37% | $1M | 16.8K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 0.36% | $3M | 52.5K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.36% | $2M | 29.6K | Q2 2026 |
| Ignite Planners, LLC$648M AUM | 0.36% | $2M | 38.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.36% | $1M | 17.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.36% | $1M | 23.0K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.36% | $541,994 | 8.9K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.35% | $70M | 1.14M | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.35% | $903,998 | 14.8K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.35% | $386,016 | 6.2K | Q2 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.34% | $998,427 | 16.3K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.34% | $604,140 | 9.9K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.34% | $2M | 27.0K | Q1 2026OLDER |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM | 0.34% | $9M | 140.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.34% | $421,591 | 6.9K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 0.34% | $6M | 95.8K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.34% | $17M | 272.1K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.33% | $363,340 | 5.9K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.33% | $915,375 | 15.0K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.33% | $375,144 | 6.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.33% | $3M | 53.9K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.33% | $2M | 31.1K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.33% | $548,595 | 9.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.33% | $3M | 51.6K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.32% | $2M | 30.3K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.32% | $2M | 35.6K | Q2 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.32% | $713,575 | 11.7K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.32% | $2M | 34.0K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.32% | $108M | 1.77M | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.32% | $3M | 55.0K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.32% | $2M | 25.0K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.31% | $914,862 | 15.0K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.31% | $109M | 1.78M | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.31% | $629,146 | 11.2K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.31% | $52M | 843.0K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.31% | $897,955 | 14.5K | Q2 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 0.30% | $469,862 | 7.7K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.30% | $2M | 30.9K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.30% | $5M | 76.2K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.30% | $3M | 42.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.30% | $526,317 | 8.6K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.30% | $9M | 147.6K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.29% | $342,235 | 5.6K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.29% | $836,629 | 13.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.29% | $3M | 44.6K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.29% | $18M | 302.1K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.28% | $863,066 | 14.1K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.28% | $1M | 19.2K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.28% | $418,506 | 6.8K | Q2 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.28% | $665,635 | 10.9K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.28% | $620,793 | 10.1K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.28% | $4M | 59.9K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.28% | $367,080 | 6.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.27% | $1M | 22.6K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.27% | $1M | 16.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.27% | $9M | 149.6K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.27% | $4M | 70.8K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.27% | $642,390 | 10.5K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.26% | $82M | 1.34M | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.26% | $370,873 | 6.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.26% | $3M | 56.2K | Q2 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.26% | $5.0B | 81.23M | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.26% | $314,862 | 5.1K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.26% | $822,633 | 13.4K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.26% | $43M | 696.0K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.26% | $173M | 2.83M | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.26% | $1M | 16.9K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.25% | $5M | 75.8K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.25% | $798,251 | 13.0K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.25% | $2M | 29.8K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.24% | $451,117 | 7.4K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 0.24% | $416,024 | 6.8K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.24% | $264,086 | 4.3K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.24% | $671,639 | 11.0K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.24% | $267,357 | 4.4K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.24% | $369,705 | 6.0K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.24% | $1M | 20.1K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.24% | $1M | 16.7K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.23% | $3M | 52.7K | Q2 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 0.23% | $784,596 | 12.8K | Q1 2026OLDER |
| Vanderbilt University$526M AUM | 0.23% | $1M | 19.9K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.23% | $2M | 31.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.23% | $740M | 12.09M | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.23% | $343,526 | 5.6K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.23% | $11M | 175.2K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.22% | $442,345 | 7.2K | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.22% | $4M | 64.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.22% | $2M | 32.3K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.22% | $2M | 29.3K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.22% | $687,802 | 11.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.22% | $10M | 165.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.22% | $413,190 | 6.8K | Q4 2025OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.22% | $290,607 | 4.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.22% | $9M | 152.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.22% | $13M | 219.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.22% | $989,375 | 16.0K | Q2 2026 |
| IFS Group,LLC$112M AUM | 0.21% | $244,317 | 4.0K | Q3 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.21% | $3M | 51.5K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.21% | $229,425 | 3.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.21% | $575,031 | 9.4K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.21% | $467,354 | 7.6K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.21% | $985,527 | 16.1K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.21% | $3M | 52.9K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.21% | $4M | 60.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.21% | $3M | 46.2K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.20% | $935,587 | 15.3K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.20% | $7M | 108.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.20% | $10M | 162.8K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.20% | $320,277 | 5.2K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 0.20% | $221,099 | 3.6K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.20% | $1M | 22.6K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.20% | $409,555 | 6.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.20% | $39M | 630.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.20% | $3M | 53.0K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.19% | $695,519 | 11.4K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.19% | $39M | 637.4K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.19% | $119M | 1.95M | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.19% | $942,667 | 15.4K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.19% | $2M | 40.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.19% | $3M | 41.6K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.19% | $2M | 34.2K | Q4 2025OLDER |
| Providence Financial Advisors, LLC$175M AUM | 0.19% | $201,536 | 3.3K | Q3 2025OLDER |
| Lummis Asset Management, LP$167M AUM | 0.19% | $321,502 | 5.2K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.19% | $7M | 113.1K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.19% | $13M | 213.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.19% | $65M | 1.07M | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.19% | $888,069 | 14.6K | Q3 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.19% | $3M | 47.2K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.19% | $247,419 | 4.0K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.19% | $860,864 | 14.1K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.19% | $477,105 | 7.8K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.19% | $475,543 | 7.8K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 0.19% | $214,619 | 3.5K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.18% | $457,076 | 7.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.18% | $7M | 119.7K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.18% | $610,609 | 10.0K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.18% | $338,829 | 5.5K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.18% | $242,643 | 3.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.18% | $481,781 | 7.9K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.18% | $240,530 | 4.3K | Q4 2025OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.18% | $261,867 | 4.3K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.18% | $15M | 251.7K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.18% | $940,653 | 15.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.18% | $495,500 | 8.0K | Q2 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.18% | $5M | 88.1K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.18% | $1M | 18.5K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.18% | $405,053 | 6.6K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.17% | $254,492 | 4.2K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.17% | $22M | 352.5K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.17% | $2M | 26.9K | Q3 2025OLDER |
| Stonebrook Private Inc.$470M AUM | 0.17% | $813,811 | 13.3K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.17% | $1M | 17.0K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.17% | $178,191 | 2.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.17% | $1M | 22.1K | Q4 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.17% | $3M | 52.4K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.17% | $226,488 | 3.7K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.17% | $329,291 | 5.4K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.17% | $190,418 | 3.4K | Q4 2025OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.17% | $20M | 329.0K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.17% | $300,927 | 4.9K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.17% | $363,971 | 5.9K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.17% | $796M | 13.02M | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.17% | $326,151 | 5.3K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 0.16% | $641,050 | 10.4K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.16% | $27M | 487.2K | Q4 2025OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.16% | $380,319 | 6.2K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.16% | $415,682 | 6.8K | Q3 2025OLDER |
| Campion Asset Management$147M AUM | 0.16% | $239,520 | 3.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.16% | $4M | 64.6K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.16% | $308,231 | 5.5K | Q4 2025OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.16% | $353,620 | 5.8K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.16% | $813,083 | 13.3K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.16% | $3M | 57.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.15% | $144M | 2.35M | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 0.15% | $761,996 | 12.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.15% | $6M | 114.1K | Q4 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.15% | $213,956 | 3.5K | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.15% | $8M | 132.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.15% | $418,758 | 6.8K | Q2 2026 |
| LGT Group Foundation$8.2B AUM | 0.15% | $12M | 203.5K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.15% | $484,174 | 7.9K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.15% | $2M | 25.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.15% | $69M | 1.14M | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.15% | $232,737 | 3.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.15% | $645M | 10.54M | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.15% | $355,211 | 5.8K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.15% | $262,585 | 4.3K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.15% | $10M | 171.5K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.15% | $449,932 | 7.4K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.14% | $43M | 708.4K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.14% | $327,007 | 5.3K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.14% | $12M | 194.2K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.14% | $12M | 202.9K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.14% | $87M | 1.42M | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.14% | $4M | 61.6K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.14% | $368,548 | 6.0K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.14% | $572,418 | 9.2K | Q2 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.14% | $11M | 180.2K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 0.14% | $503,900 | 8.2K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.14% | $344,260 | 5.6K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.14% | $246,861 | 4.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.14% | $422M | 6.90M | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.14% | $779,678 | 12.7K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.14% | $8M | 135.6K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.14% | $256,427 | 4.5K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.14% | $14M | 226.3K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.14% | $380,050 | 6.2K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.14% | $385,850 | 6.9K | Q3 2025OLDER |
| FSA Investment Group, LLC$248M AUM | 0.14% | $336,615 | 5.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.14% | $3.9B | 63.76M | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.14% | $793,688 | 13.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.13% | $6M | 94.6K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.13% | $1M | 20.7K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.13% | $306,512 | 5.0K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.13% | $287,767 | 4.7K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.13% | $1M | 20.6K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.13% | $1M | 21.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.13% | $2M | 40.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.13% | $254M | 4.15M | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.13% | $204,672 | 3.2K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.13% | $328,537 | 5.4K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.13% | $275,423 | 4.5K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.13% | $11M | 185.7K | Q3 2025OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.13% | $679,936 | 11.2K | Q3 2025OLDER |
| Prosperitas Financial LLC$268M AUM | 0.13% | $335,999 | 5.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.12% | $719,628 | 11.8K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.12% | $509,378 | 8.4K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.12% | $6M | 104.5K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.12% | $250,471 | 4.1K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.12% | $629,112 | 10.3K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.12% | $226,428 | 4.0K | Q4 2025OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.12% | $281,979 | 4.6K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.12% | $2M | 26.5K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.12% | $243,006 | 4.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.12% | $8.5B | 150.42M | Q4 2025OLDER |
| Prospect Financial Services LLC$164M AUM | 0.12% | $212,097 | 3.5K | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.12% | $381,392 | 6.2K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.12% | $130,986 | 2.1K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.12% | $179M | 2.92M | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.12% | $3M | 42.9K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.12% | $182M | 2.97M | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 0.12% | $240,437 | 3.9K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.12% | $1M | 17.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.12% | $9M | 154.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.12% | $1.9B | 30.30M | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.12% | $348,147 | 5.7K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.12% | $214,955 | 3.5K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.12% | $6.6B | 107.91M | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.12% | $30M | 487.6K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.11% | $332,845 | 5.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.11% | $746M | 12.19M | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.11% | $2M | 31.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.11% | $2M | 32.9K | Q1 2026OLDER |
| DigitalBridge Group, Inc.$1.6B AUM | 0.11% | $2M | 29.0K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.11% | $508,705 | 8.3K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.11% | $21M | 348.9K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.11% | $401,779 | 6.5K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.11% | $714,546 | 12.7K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.11% | $1M | 20.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.11% | $1M | 23.8K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.11% | $3M | 44.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.11% | $20M | 322.4K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.11% | $17M | 271.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 82.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.11% | $80M | 1.31M | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.11% | $381,090 | 6.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.11% | $374,474 | 6.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.11% | $60M | 986.0K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.11% | $666,249 | 10.9K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.11% | $1M | 21.4K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.11% | $801,776 | 13.1K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.11% | $716,130 | 11.7K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.11% | $459,829 | 7.5K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.11% | $7M | 110.1K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.10% | $268,485 | 4.8K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.10% | $2M | 36.8K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.10% | $256,895 | 4.2K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.10% | $207,456 | 3.4K | Q3 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.10% | $933,240 | 15.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.10% | $17M | 277.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 60.5K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.10% | $460,441 | 7.5K | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 0.10% | $342,057 | 5.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.10% | $18M | 297.0K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.10% | $3M | 52.4K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.10% | $337,591 | 5.5K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.10% | $156,424 | 2.5K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.10% | $37M | 614.7K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.10% | $3M | 44.6K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.10% | $290,756 | 5.2K | Q4 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.10% | $426,677 | 7.0K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.10% | $2M | 25.5K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.10% | $297,947 | 4.9K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.10% | $345,721 | 5.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.10% | $5M | 85.8K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.10% | $8M | 136.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.10% | $161,772 | 2.9K | Q4 2025OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.10% | $1M | 23.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $1M | 17.9K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.10% | $223,981 | 3.7K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.10% | $197,604 | 3.5K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.10% | $92M | 1.51M | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.10% | $20M | 359.1K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.10% | $986,501 | 15.9K | Q2 2026 |
| LCNB CORP$297M AUM | 0.10% | $288,953 | 4.7K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.10% | $860,319 | 14.1K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.10% | $396,747 | 6.5K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.10% | $165M | 2.70M | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.09% | $3M | 54.3K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.09% | $168,129 | 2.7K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.09% | $381,727 | 6.8K | Q4 2025OLDER |
| Register Financial Advisors LLC$271M AUM | 0.09% | $254,033 | 4.2K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.09% | $313,809 | 5.2K | Q3 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.09% | $1M | 17.7K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.09% | $964,885 | 17.1K | Q4 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.09% | $9M | 148.8K | Q1 2026OLDER |
| Eurizon SLJ Capital Ltd$210M AUM | 0.09% | $195,654 | 3.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.09% | $703M | 11.49M | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.09% | $18M | 298.8K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.09% | $265,044 | 4.4K | Q3 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.09% | $251,327 | 4.1K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.09% | $17M | 276.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.09% | $560,347 | 9.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.09% | $3.7B | 60.12M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.09% | $107M | 1.76M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.09% | $3M | 48.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.09% | $1M | 20.5K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.09% | $365,551 | 6.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.09% | $5M | 82.8K | Q2 2026 |
| Hoese & Co LLP$135M AUM | 0.09% | $122,360 | 2.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.09% | $5M | 80.4K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.09% | $2M | 26.2K | Q3 2025OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.09% | $282,611 | 4.6K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.09% | $295,360 | 4.8K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.09% | $242,273 | 4.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.09% | $15M | 252.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.