SEC 13F Intelligence

OTISOTIS WORLDWIDE CORP

CUSIP 68902V107 · Yahoo Finance ↗ · Google Finance ↗

Otis Worldwide Corp (OTIS) has 1,221 institutional holders in Filings Flow’s 13F database, together reporting 343.85M shares worth $25.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,221
Q1 2026
Reported Value
$25.2B
Ticker
OTIS
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 1,045Q2 ’21Q4 ’21: 1,099Q4 ’21Q4 ’22: 1,032Q4 ’22Q4 ’25: 1,278Q4 ’25Q1 ’26: 1,221Q1 ’26Q2 ’26: 58Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $186.9BQ2 ’21Q4 ’21: $215.7BQ4 ’21Q4 ’22: $14.6BQ4 ’22Q4 ’25: $29.8BQ4 ’25Q1 ’26: $25.2BQ1 ’26Q2 ’26: $192MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM11.51%$338M4.39MQ1 2026OLDER
FIFTHDELTA Ltd$725M AUM9.86%$71M927.2KQ1 2026OLDER
GFI Investment Counsel Ltd.$731M AUM6.17%$45M585.4KQ1 2026OLDER
AdviceOne Advisory Services, LLC$177M AUM5.67%$10M140.2KQ2 2026
Clean Energy Transition LLP$1.5B AUM3.55%$55M708.3KQ1 2026OLDER
COERENTE CAPITAL MANAGEMENT$537M AUM3.27%$18M227.9KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM3.12%$181M2.35MQ1 2026OLDER
J. Stern & Co. LLP$1.0B AUM2.95%$30M394.9KQ1 2026OLDER
Regents Gate Capital LLP$469M AUM2.88%$14M175.4KQ1 2026OLDER
Albar Capital Partners LLP$618M AUM2.80%$12M135.3KQ4 2025OLDER
SCHARF INVESTMENTS, LLC$3.2B AUM2.77%$90M1.17MQ1 2026OLDER
Canoe Financial LP$7.3B AUM2.57%$189M2.45MQ1 2026OLDER
PineStone Asset Management Inc.$14.2B AUM2.43%$346M4.49MQ1 2026OLDER
Foyston, Gordon & Payne Inc$434M AUM2.41%$10M135.3KQ1 2026OLDER
William Allan Corp$169M AUM2.28%$4M50.0KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM2.22%$7M89.1KQ1 2026OLDER
Cartenna Capital, LP$2.7B AUM2.01%$71M775.0KQ3 2025OLDER
AMIRAL GESTION$180M AUM1.98%$5M61.7KQ4 2025OLDER
FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM1.69%$75M966.8KQ1 2026OLDER
Fundsmith LLP$12.8B AUM1.64%$211M2.73MQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM1.55%$57M737.6KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM1.47%$7M97.2KQ1 2026OLDER
Allied Investment Advisors, LLC$697M AUM1.47%$10M133.0KQ1 2026OLDER
GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM1.43%$5M60.8KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM1.42%$3M38.0KQ1 2026OLDER
Brown Shipley& Co Ltd$167M AUM1.36%$2M29.3KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM1.28%$375M4.87MQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM1.22%$7M81.8KQ3 2025OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM1.22%$43M555.2KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM1.19%$12M150.2KQ1 2026OLDER
Emmett Investment Management, LP$131M AUM1.16%$2M19.5KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM1.08%$38M436.7KQ4 2025OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM1.06%$9M114.1KQ1 2026OLDER
DAVIS-REA LTD.$384M AUM1.05%$4M52.2KQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.98%$5M83.7KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.98%$23M295.7KQ1 2026OLDER
Mill Capital Management, LLC$1.3B AUM0.85%$11M144.4KQ1 2026OLDER
Lincoln Capital LLC$562M AUM0.83%$5M65.3KQ2 2026
Sone Capital Management, LLC$1.2B AUM0.82%$10M126.3KQ1 2026OLDER
Quintet Private Bank (Europe) S.A.$1.5B AUM0.80%$12M155.8KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.80%$2M27.0KQ1 2026OLDER
AHL INVESTMENT MANAGEMENT, INC.$146M AUM0.79%$1M12.6KQ3 2025OLDER
BDF-GESTION$747M AUM0.78%$6M16.9KQ2 2026
EFG Private Wealth Management (Americas) Corp.$579M AUM0.77%$4M49.0KQ3 2025OLDER
WD RUTHERFORD LLC$225M AUM0.75%$2M22.0KQ1 2026OLDER
Sciencast Management LP$785M AUM0.75%$6M75.9KQ1 2026OLDER
Pictet North America Advisors SA$1.0B AUM0.67%$7M87.6KQ1 2026OLDER
Riverview Capital Advisers, LLC$300M AUM0.66%$2M25.7KQ1 2026OLDER
Sierra Legacy Group$131M AUM0.66%$865,84011.2KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.64%$2M20.5KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.64%$5M64.2KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.62%$6M77.4KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.61%$1M12.1KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.58%$8M98.5KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.56%$8M100.2KQ1 2026OLDER
Liberty Capital Management, Inc.$537M AUM0.55%$3M34.1KQ4 2025OLDER
Galvin, Gaustad & Stein, LLC$1.2B AUM0.55%$7M80.9KQ4 2025OLDER
Ridgewood Investments LLC$244M AUM0.55%$1M17.5KQ1 2026OLDER
Independent Franchise Partners LLP$14.3B AUM0.54%$77M1.00MQ1 2026OLDER
Financial Advisors Network, Inc.$724M AUM0.54%$4M50.5KQ1 2026OLDER
Shelter Mutual Insurance Co$450M AUM0.53%$2M31.2KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.53%$136M1.77MQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.53%$86M1.12MQ1 2026OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.53%$970,51412.6KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.53%$3M42.0KQ1 2026OLDER
M. Kraus & Co$343M AUM0.52%$2M23.1KQ1 2026OLDER
DMKC Advisory Services, LLC$530M AUM0.52%$3M38.4KQ2 2026
Cohen Capital Management, Inc.$735M AUM0.51%$4M52.9KQ2 2026
Oak Thistle LLC$1.0B AUM0.51%$5M68.8KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.51%$4M51.4KQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.51%$1M13.0KQ4 2025OLDER
Volterra Technologies LP$823M AUM0.50%$5M56.9KQ4 2025OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.49%$985,15912.8KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.49%$537,7107.0KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.48%$5M68.2KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.48%$59M766.7KQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM0.46%$6M73.2KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.45%$2M20.6KQ4 2025OLDER
Railway Pension Investments Ltd$7.0B AUM0.45%$32M410.0KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.44%$26M337.5KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.43%$103M1.34MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.43%$10M134.8KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.42%$249M2.85MQ4 2025OLDER
McMillan Office, Inc.$782M AUM0.42%$3M42.5KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.42%$519,8286.7KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.41%$5M62.4KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.40%$15M192.8KQ1 2026OLDER
PRING TURNER CAPITAL GROUP INC$166M AUM0.40%$661,6767.6KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.40%$1M13.7KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.40%$48M620.0KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.39%$928,19712.0KQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.38%$4M52.0KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.36%$5M68.3KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.35%$7M83.7KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.35%$2M17.4KQ4 2025OLDER
Carnegie Investment Counsel$5.1B AUM0.35%$18M233.6KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.34%$3M34.8KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.33%$775,73310.1KQ1 2026OLDER
CAMBIENT FAMILY OFFICE, LLC$716M AUM0.33%$2M30.9KQ1 2026OLDER
BCV Asset Management Inc.$2.9B AUM0.33%$10M123.7KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.33%$5M68.5KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.32%$60M778.1KQ1 2026OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.32%$8M97.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.31%$10M119.9KQ4 2025OLDER
Numerai GP LLC$997M AUM0.31%$3M40.6KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM0.31%$631,4727.2KQ4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.30%$454M5.89MQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.30%$221M2.86MQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.29%$10M113.4KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.29%$1M12.7KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.29%$2M23.2KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.28%$71M919.7KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.28%$1M16.2KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.27%$6M64.6KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.27%$16M201.1KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.27%$5M54.3KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.27%$21M278.5KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.27%$566,2307.3KQ1 2026OLDER
MQS Management LLC$148M AUM0.26%$390,4875.1KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.26%$2M28.6KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.26%$1M14.3KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.26%$8M109.8KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM0.26%$390,4554.5KQ4 2025OLDER
Third View Private Wealth, LLC$730M AUM0.26%$2M24.3KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.26%$5M51.7KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.25%$2M28.1KQ1 2026OLDER
Dash Acquisitions Inc.$480M AUM0.25%$1M14.7KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.24%$19M245.7KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.24%$2M28.0KQ1 2026OLDER
Milestone Asset Management Group, LLC$171M AUM0.24%$414,4495.4KQ1 2026OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.24%$1M16.3KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.24%$62M747.2KQ2 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.24%$7M91.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.24%$5M63.5KQ1 2026OLDER
Lafayette Investments, Inc.$494M AUM0.24%$1M15.1KQ1 2026OLDER
Holowesko Partners Ltd.$357M AUM0.24%$840,17210.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.23%$305,8613.97MQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.23%$3M42.2KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.23%$5M64.1KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM0.22%$479,2836.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.22%$8M100.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.22%$8M90.1KQ4 2025OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.22%$3M36.7KQ2 2026
FRANKLIN RESOURCES INC$408.3B AUM0.22%$888M11.52MQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM0.22%$597,6027.8KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.22%$1M15.5KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.22%$709,8309.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.21%$47M608.4KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.21%$297,1433.9KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.21%$451,3808.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.21%$58M752.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.20%$130M1.69MQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.20%$598M7.60MQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.20%$643,9268.4KQ1 2026OLDER
Compass Wealth Management LLC$405M AUM0.19%$869,9579.5KQ3 2025OLDER
ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM0.19%$286,1983.7KQ1 2026OLDER
Corient IA LLC$106M AUM0.19%$205,0332.7KQ1 2026OLDER
ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM0.19%$1M14.0KQ1 2026OLDER
Eagle Wealth Advisors LLC$108M AUM0.19%$206,9602.7KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.19%$2M27.5KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.19%$824,13910.7KQ1 2026OLDER
JM2 Capital Inc.$121M AUM0.18%$222,6362.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.18%$3M37.7KQ1 2026OLDER
Beaumont Asset Management, L.L.C.$222M AUM0.18%$403,4575.2KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.18%$207M2.69MQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.18%$47M606.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.18%$214,8222.8KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.18%$856,74411.1KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.18%$2M26.0KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.18%$14M163.8KQ4 2025OLDER
HOME FEDERAL BANK OF TENNESSEE$400M AUM0.17%$697,6499.1KQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.17%$388,3295.0KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.17%$530,7536.9KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.17%$375,7654.9KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.17%$20M261.3KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.17%$7M77.5KQ3 2025OLDER
Delta Global Management LP$1.2B AUM0.17%$2M26.7KQ4 2025OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM0.17%$207,9412.7KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.17%$329,8794.3KQ1 2026OLDER
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.17%$291,4873.3KQ4 2025OLDER
Allred Capital Management, LLC$275M AUM0.17%$459,7056.0KQ1 2026OLDER
Core Wealth Partners LLC$215M AUM0.17%$359,9644.7KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.17%$245,8863.2KQ1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM0.17%$680,8488.8KQ1 2026OLDER
Field & Main Bank$344M AUM0.17%$570,8547.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.16%$251M3.26MQ1 2026OLDER
Waterford Advisors, LLC$315M AUM0.16%$510,6486.7KQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.16%$323,8904.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.16%$266M3.45MQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.15%$477,6305.5KQ4 2025OLDER
ING GROEP NV$16.4B AUM0.15%$25M327.4KQ1 2026OLDER
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM0.15%$230,0732.5KQ4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.15%$187M2.44MQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.15%$89M1.16MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.15%$2M22.0KQ1 2026OLDER
Vann Equity Management LLC$140M AUM0.15%$208,8662.7KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.15%$22M289.7KQ1 2026OLDER
KOM Wealth Management Group, LLC$147M AUM0.15%$213,1262.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.14%$11M147.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.14%$35M448.4KQ1 2026OLDER
Sage Capital Management, LLC$213M AUM0.14%$302,6443.9KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.14%$10M127.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.14%$686,8337.9KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.14%$785,9328.6KQ3 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.13%$3M37.1KQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.13%$417,7615.4KQ1 2026OLDER
Strategic Planning, Inc.$199M AUM0.13%$258,3903.4KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.13%$201,1272.6KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.13%$43M557.8KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.13%$4M52.7KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.13%$163,0141.8KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.13%$19M241.5KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.13%$161M2.09MQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.13%$14M178.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.13%$106M1.38MQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.12%$221,1702.5KQ4 2025OLDER
111 Capital$406M AUM0.12%$499,5556.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.12%$786,9388.6KQ3 2025OLDER
Man Group plc$55.1B AUM0.12%$67M875.5KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.12%$1M15.0KQ4 2025OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.12%$338,9984.4KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.12%$2M21.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.12%$150M1.95MQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.12%$3M39.1KQ2 2026
Texas Bank & Trust Co$266M AUM0.12%$319,8824.2KQ1 2026OLDER
INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM0.12%$377,0534.9KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM0.12%$4M49.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.12%$111M1.43MQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.12%$5M71.0KQ1 2026OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.12%$2M21.2KQ1 2026OLDER
General Partner, Inc.$186M AUM0.12%$216,8763.0KQ2 2026
Innovative Asset Advisors Group, LLC$173M AUM0.12%$201,7162.6KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.12%$254,2873.3KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.12%$2M27.0KQ4 2025OLDER
Ally Financial Inc.$804M AUM0.12%$924,96012.0KQ1 2026OLDER
MERIDIAN MANAGEMENT CO$402M AUM0.12%$462,4806.0KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.11%$2M19.5KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.11%$13M168.2KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.11%$10M130.8KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.11%$2M31.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.11%$107M1.38MQ1 2026OLDER
Signature Wealth Management Partners, LLC$199M AUM0.11%$224,3032.9KQ1 2026OLDER
R Squared Ltd$182M AUM0.11%$202,1812.6KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.11%$15M163.3KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.11%$334M3.83MQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.11%$422,1405.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.11%$5M63.8KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.11%$6M83.2KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.11%$213,2802.8KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.10%$206,4072.4KQ4 2025OLDER
Aviso Financial Inc.$2.8B AUM0.10%$3M37.9KQ1 2026OLDER
LCM Capital Management Inc$199M AUM0.10%$205,8282.7KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.10%$4M48.1KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.10%$38M437.1KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.10%$1M14.9KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.10%$2M19.7KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.10%$213,5122.8KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.10%$247,0442.7KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.10%$21M278.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.09%$3M34.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.09%$84M1.09MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.09%$499,4016.5KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.09%$2M30.0KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.09%$4M52.8KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.09%$5M61.7KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.09%$375,3804.9KQ1 2026OLDER
TIEMANN INVESTMENT ADVISORS, LLC$255M AUM0.09%$231,1633.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.09%$23M294.1KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.09%$433,0735.6KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.09%$15M170.6KQ4 2025OLDER
Ascent Wealth Partners, LLC$860M AUM0.09%$752,3789.8KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.09%$841,55910.9KQ1 2026OLDER
Kenora Financial, LLC$286M AUM0.09%$248,3523.2KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.09%$3M40.8KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.09%$254,3643.3KQ1 2026OLDER
Hartford Funds Management Co LLC$1.2B AUM0.09%$992,39712.9KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.09%$118,7311.7KQ2 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.08%$33M431.0KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.08%$217,3902.8KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.08%$330,2453.6KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.08%$1.5B19.70MQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.08%$200,9632.2KQ3 2025OLDER
First Affirmative Financial Network$258M AUM0.08%$205,4702.7KQ1 2026OLDER
Rossmore Private Capital$1.1B AUM0.08%$902,14411.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.08%$681,3148.84MQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.08%$252,9983.3KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.08%$67M866.9KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.08%$1M13.4KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.08%$244,6702.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.08%$2M31.7KQ1 2026OLDER
Shakespeare Wealth Management, LLC$422M AUM0.08%$319,2654.1KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.08%$1M15.0KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.08%$77,6971.0KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM0.07%$236,0282.7KQ4 2025OLDER
MARKEL GROUP INC.$11.9B AUM0.07%$9M114.6KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.07%$725,7729.4KQ1 2026OLDER
BENNETT SELBY INVESTMENTS LP$285M AUM0.07%$227,5472.6KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.07%$10M131.2KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.07%$1M16.8KQ1 2026OLDER
Curated Wealth Partners LLC$794M AUM0.07%$573,4757.4KQ1 2026OLDER
JB Capital LLC$2.5B AUM0.07%$2M23.1KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.07%$3M40.2KQ1 2026OLDER
Sava Infond d.o.o.$705M AUM0.07%$501,0206.5KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.07%$3M33.1KQ1 2026OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.07%$4M55.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.07%$33M431.8KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.07%$711,9259.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.07%$3M37.7KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.07%$26M280.3KQ3 2025OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.07%$12M150.6KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.07%$203,4212.6KQ1 2026OLDER
Optas, LLC$661M AUM0.07%$447,6045.8KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.07%$301,0753.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.07%$8M88.6KQ4 2025OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.07%$1M19.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.07%$275,0213.6KQ1 2026OLDER
Sterling Financial Planning, Inc.$337M AUM0.07%$219,5112.5KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.07%$1.1B12.68MQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.07%$123,4311.4KQ4 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.06%$1M13.9KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.06%$5M60.4KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.06%$669,8258.7KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.06%$5M66.9KQ1 2026OLDER
Quarry LP$558M AUM0.06%$351,7164.6KQ1 2026OLDER
State of Wyoming$844M AUM0.06%$530,6196.9KQ1 2026OLDER
Grey Ledge Advisors, LLC$443M AUM0.06%$277,2883.6KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM0.06%$698,1149.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.06%$211,3532.7KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.06%$85,7131.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.06%$4.2B48.64MQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.06%$2M23.9KQ1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.06%$5M66.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.06%$964M12.45MQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.06%$524,9926.8KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.06%$744,4399.7KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.06%$29M370.9KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.06%$1M17.7KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM0.06%$362,8164.7KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.06%$2M23.5KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.06%$4M52.2KQ1 2026OLDER
Farmers National Bank$453M AUM0.06%$260,1453.4KQ2 2026
Supplemental Annuity Collective Trust of NJ$355M AUM0.06%$203,4142.6KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.06%$246,7333.2KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.06%$112,7691.3KQ4 2025OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.06%$1M15.2KQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.06%$204,1852.6KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.06%$254,3643.3KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.06%$330,1344.3KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.06%$99,6641.3KQ1 2026OLDER
Sentry LLC$314M AUM0.06%$204,5132.3KQ4 2025OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.06%$584,4017.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.06%$4M46.1KQ1 2026OLDER
OSSIAM$5.7B AUM0.06%$3M40.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.06%$7M77.5KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.05%$482,3676.3KQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.05%$801,63210.4KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.05%$4M45.5KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.05%$269,4143.5KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.05%$1M14.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.05%$5M52.1KQ1 2026OLDER
Iron Gate Global Advisors LLC$947M AUM0.05%$511,0406.6KQ1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.05%$2M22.1KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.05%$82,9331.1KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.05%$493,8526.4KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.05%$195,2072.5KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.05%$829,07210.8KQ1 2026OLDER
Legacy Wealth Partners, LLC$399M AUM0.05%$206,0592.4KQ4 2025OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.05%$10M132.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.05%$255M3.31MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$116M1.52MQ1 2026OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.05%$700,3499.1KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.05%$7M89.5KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM0.05%$1M14.5KQ4 2025OLDER
Artemis Investment Management LLP$9.4B AUM0.05%$4M45.8KQ3 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.05%$6M80.6KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.05%$624,5628.7KQ2 2026
Northwest Bancshares, Inc.$502M AUM0.05%$257,6783.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.05%$48M627.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$94M1.22MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.05%$88M1.14MQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$271M3.52MQ1 2026OLDER
Sovereign Financial Group, Inc.$576M AUM0.05%$291,5553.8KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.05%$32M409.3KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.05%$1M13.9KQ1 2026OLDER
Great Diamond Partners, LLC$520M AUM0.05%$261,6103.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.05%$59M761.6KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.05%$9M119.2KQ1 2026OLDER
PKS Advisory Services, LLC$430M AUM0.05%$219,5362.5KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.05%$5M63.4KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.05%$2M24.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.05%$27M344.9KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.05%$1M19.1KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.05%$16M233.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.05%$1.9B25.26MQ1 2026OLDER
Drexel Morgan & Co.$682M AUM0.05%$330,5194.3KQ1 2026OLDER
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM0.05%$542,3357.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.05%$209M2.71MQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.05%$7M89.9KQ1 2026OLDER
Essex Bank$452M AUM0.05%$221,4292.5KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.05%$8M105.9KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.05%$283,5243.1KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.05%$44M575.1KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.05%$823,08010.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.05%$306M3.97MQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.05%$462,4806.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.05%$47M607.9KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.05%$1M12.8KQ4 2025OLDER
AIA Group Ltd$6.9B AUM0.05%$3M41.3KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.05%$180,8302.3KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.05%$8M109.0KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.05%$19M244.5KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.05%$9M118.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.05%$3M44.5KQ1 2026OLDER
CHEMUNG CANAL TRUST CO$494M AUM0.05%$225,8342.5KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.04%$17M221.9KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.04%$335,9154.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.04%$52M669.0KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.04%$5M56.1KQ2 2026
Wick Capital Partners, LLC$548M AUM0.04%$248,3361.8KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.04%$42M550.1KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.04%$299,9953.9KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.04%$119M1.55MQ1 2026OLDER
MSH Capital Advisors LLC$472M AUM0.04%$207,5442.4KQ4 2025OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.04%$272,5173.1KQ4 2025OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.04%$782,36210.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.04%$15M193.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.04%$2.5B32.22MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.04%$25M325.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.04%$1.2B16.20MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.04%$169M2.19MQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.04%$15M193.0KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.04%$343,8683.8KQ3 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.04%$269,7803.5KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.04%$2M23.5KQ1 2026OLDER
Czech National Bank$18.3B AUM0.04%$8M109.2KQ2 2026
AVIVA PLC$59.6B AUM0.04%$25M327.5KQ1 2026OLDER
Wellspring Financial Advisors, LLC$1.3B AUM0.04%$561,2197.3KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.04%$26M337.9KQ1 2026OLDER
Financial Life Planners$130M AUM0.04%$54,206703Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.04%$64M832.1KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.04%$451,7745.2KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.04%$313M4.06MQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.04%$8M101.5KQ1 2026OLDER
Legacy Trust$522M AUM0.04%$215,6702.8KQ1 2026OLDER
MEANS INVESTMENT CO., INC.$1.1B AUM0.04%$473,5246.1KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.04%$262,6123.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.04%$220M2.85MQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.04%$1M13.8KQ1 2026OLDER
Bleichroeder LP$579M AUM0.04%$231,2403.0KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.04%$118,7731.5KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.04%$58,855822Q2 2026
Horizon Investments, LLC$8.9B AUM0.04%$4M46.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M60.3KQ1 2026OLDER
Amundi$367.1B AUM0.04%$145M1.89MQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.04%$1M14.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$17M223.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.04%$4M51.9KQ1 2026OLDER
Calydon Capital$613M AUM0.04%$244,6672.7KQ3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.04%$16M207.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.04%$10M131.1KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.04%$6M79.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M42.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.04%$117M1.52MQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.04%$11M146.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$4M56.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.04%$50M655.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.04%$5M70.1KQ1 2026OLDER
National Pension Service$131.7B AUM0.04%$50M652.8KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.04%$1M14.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$41M530.4KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.04%$13M165.4KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.04%$4M57.6KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$219,6782.9KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.04%$348,9414.5KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.04%$475,1216.2KQ1 2026OLDER
Napier Financial, LLC$436M AUM0.04%$160,3272.1KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.04%$216,3662.5KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$57M743.2KQ1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.04%$3M33.3KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.04%$200,0432.2KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.04%$961,29412.5KQ2 2026
ALLSTATE CORP$9.4B AUM0.04%$3M44.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$3M41.4KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$87,9481.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.04%$2M22.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$7M90.8KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.04%$714,1469.3KQ1 2026OLDER
Cypress Capital Management LLC (WY)$108M AUM0.04%$38,540500Q1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.04%$7M90.5KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.04%$565,3827.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.04%$66M851.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M34.4KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.04%$981,53712.7KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.04%$756,0298.7KQ4 2025OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.03%$236,7133.1KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.03%$250,6643.3KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.03%$214,4442.5KQ4 2025OLDER
EVOKE WEALTH, LLC$5.6B AUM0.03%$2M25.1KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.03%$231,1282.6KQ4 2025OLDER
BURNEY CO/$3.2B AUM0.03%$1M14.4KQ1 2026OLDER

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