PEGPUBLIC SVC ENTERPRISE GROUP
CUSIP 744573106 · Yahoo Finance ↗ · Google Finance ↗
Public Svc Enterprise Group (PEG) has 1,273 institutional holders in Filings Flow’s 13F database, together reporting 372.49M shares worth $29.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,273
Q1 2026
Reported Value
$29.4B
Ticker
PEG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ATLAS Infrastructure Partners (UK) Ltd.$2.8B AUM | 11.52% | $327M | 4.04M | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 4.10% | $182M | 2.25M | Q2 2026 |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 3.89% | $7M | 80.5K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 3.47% | $4M | 44.4K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 3.07% | $18M | 224.1K | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 3.05% | $6M | 75.4K | Q1 2026OLDER |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 3.02% | $3M | 42.1K | Q1 2026OLDER |
| Verbena Value LP$611M AUM | 2.95% | $17M | 213.7K | Q4 2025OLDER |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 2.67% | $80M | 984.7K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 2.64% | $178M | 2.20M | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 2.09% | $2M | 27.6K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 2.02% | $5M | 67.8K | Q2 2026 |
| Railway Pension Investments Ltd$7.0B AUM | 1.98% | $139M | 1.72M | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.85% | $115M | 1.42M | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 1.72% | $2M | 28.6K | Q4 2025OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 1.69% | $2M | 28.3K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 1.68% | $54M | 665.8K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 1.64% | $10M | 120.1K | Q2 2026 |
| Alta Fundamental Advisers LLC$265M AUM | 1.53% | $4M | 50.0K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 1.45% | $30M | 374.1K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 1.16% | $4M | 47.6K | Q1 2026OLDER |
| Trium Capital LLP$142M AUM | 1.12% | $2M | 19.6K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 1.11% | $6M | 68.1K | Q2 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.09% | $1M | 16.3K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.00% | $2M | 25.0K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.99% | $95M | 1.18M | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 0.94% | $23M | 278.4K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.91% | $2M | 23.3K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.88% | $4M | 47.4K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.87% | $13M | 161.5K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.86% | $18M | 226.1K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.85% | $11M | 139.3K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.83% | $1M | 12.8K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.80% | $6M | 77.5K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.79% | $2M | 19.4K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.76% | $10M | 118.3K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.76% | $3M | 41.4K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.75% | $3M | 31.6K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.75% | $5M | 67.5K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.72% | $4M | 46.0K | Q3 2025OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.71% | $2M | 22.2K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.70% | $1M | 15.7K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.69% | $2M | 21.5K | Q3 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.69% | $2M | 24.5K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.66% | $9M | 107.2K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.66% | $3M | 36.8K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.64% | $26M | 316.0K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.64% | $5M | 66.1K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.62% | $2M | 26.4K | Q2 2026 |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.60% | $5M | 65.0K | Q4 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.59% | $5M | 61.5K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.58% | $14M | 172.5K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.58% | $2M | 23.1K | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.57% | $2M | 30.7K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.57% | $2M | 25.5K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.55% | $42M | 523.5K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.55% | $1M | 16.4K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.52% | $849,004 | 10.5K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.52% | $3M | 32.7K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.50% | $825,899 | 10.2K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.48% | $2M | 27.1K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.48% | $647,600 | 8.0K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.48% | $2M | 29.1K | Q4 2025OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.48% | $2M | 28.4K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.48% | $703,860 | 8.7K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.47% | $86M | 1.03M | Q3 2025OLDER |
| Haven Capital Group, Inc.$108M AUM | 0.47% | $504,399 | 6.2K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.45% | $7M | 85.6K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.45% | $1M | 12.8K | Q3 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.45% | $56M | 690.9K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.45% | $12M | 153.3K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.44% | $3M | 34.3K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 0.43% | $530,061 | 6.5K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.43% | $1M | 15.5K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.42% | $4M | 52.2K | Q4 2025OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.42% | $36M | 441.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.42% | $2M | 19.2K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.41% | $2M | 21.3K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.41% | $2M | 22.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.41% | $16M | 202.2K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.41% | $19M | 225.0K | Q3 2025OLDER |
| Merrion Investment Management Co, LLC$186M AUM | 0.40% | $740,690 | 9.2K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.39% | $5M | 60.0K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.39% | $1M | 13.7K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.39% | $1M | 18.2K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.39% | $3M | 36.3K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.39% | $76M | 941.1K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 0.39% | $44M | 543.7K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.38% | $977,254 | 12.1K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.38% | $1M | 13.4K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.38% | $559,616 | 6.9K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.38% | $8M | 92.9K | Q3 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.38% | $153M | 1.89M | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 0.38% | $3M | 40.3K | Q3 2025OLDER |
| MRA Advisory Group$276M AUM | 0.37% | $1M | 12.6K | Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.36% | $2M | 26.7K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.35% | $1M | 14.5K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 0.35% | $1M | 14.4K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.35% | $439,559 | 5.4K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.35% | $622,101 | 7.7K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.35% | $4M | 46.6K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.35% | $3M | 37.4K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.35% | $12M | 153.1K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.34% | $26M | 362.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.34% | $2M | 21.1K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.34% | $16M | 192.9K | Q1 2026OLDER |
| BOURNE LENT ASSET MANAGEMENT INC$272M AUM | 0.33% | $896,278 | 11.1K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.32% | $367,189 | 4.5K | Q2 2026 |
| LSP Investment Advisors, LLC$138M AUM | 0.31% | $433,082 | 5.3K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.31% | $692,358 | 8.3K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.31% | $291M | 3.60M | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.31% | $5M | 57.5K | Q4 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.30% | $698,556 | 8.6K | Q1 2026OLDER |
| CHARTIST INC /CA/$139M AUM | 0.30% | $421,264 | 5.2K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.30% | $1M | 18.1K | Q2 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.30% | $827,194 | 10.2K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.30% | $5M | 57.0K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.30% | $1M | 13.4K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 0.29% | $974,800 | 12.0K | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 0.29% | $350,109 | 4.3K | Q1 2026OLDER |
| REAVES W H & CO INC$6.0B AUM | 0.29% | $17M | 215.1K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.29% | $18M | 226.2K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.29% | $2M | 23.0K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.29% | $593,661 | 7.3K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.28% | $910,682 | 10.9K | Q3 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.28% | $678,776 | 8.5K | Q4 2025OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.27% | $2M | 20.0K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.27% | $357,699 | 4.4K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.27% | $1M | 15.1K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.27% | $1M | 14.2K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.27% | $1M | 16.9K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.27% | $3M | 33.9K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.26% | $2M | 27.9K | Q3 2025OLDER |
| GLR Partners, LLC$183M AUM | 0.26% | $482,138 | 6.0K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.26% | $386,860 | 4.8K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.25% | $992,528 | 12.3K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.25% | $723,774 | 8.9K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.25% | $38M | 470.9K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.25% | $19M | 237.8K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.25% | $146M | 1.81M | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.24% | $833,911 | 10.3K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.24% | $901,449 | 11.1K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.24% | $490,618 | 6.1K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.24% | $34M | 415.5K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.24% | $250,587 | 3.2K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.24% | $524,846 | 6.4K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.23% | $441,665 | 5.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.23% | $790,962 | 9.8K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.23% | $496,304 | 6.1K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.23% | $840,420 | 10.5K | Q4 2025OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.23% | $879,883 | 10.9K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.23% | $545,661 | 6.5K | Q3 2025OLDER |
| Columbia Bank$350M AUM | 0.23% | $792,339 | 9.8K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 0.23% | $4M | 49.0K | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.22% | $298,984 | 3.69M | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.22% | $900,529 | 1.4K | Q3 2025OLDER |
| Drake & Associates, LLC$525M AUM | 0.22% | $1M | 14.4K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.22% | $52M | 644.8K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.22% | $57M | 701.3K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.22% | $3M | 35.5K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.22% | $251,341 | 3.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.22% | $17M | 214.4K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.21% | $7M | 92.6K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.21% | $2M | 19.5K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.21% | $2M | 23.9K | Q2 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.21% | $507,880 | 6.3K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.21% | $2M | 25.4K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.21% | $296,520 | 3.7K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.21% | $975,386 | 12.0K | Q2 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.21% | $2M | 18.6K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.21% | $673,614 | 8.3K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.21% | $498,652 | 6.2K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.21% | $2M | 20.0K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.21% | $281,060 | 3.5K | Q4 2025OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.20% | $330,752 | 4.0K | Q3 2025OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.20% | $289,989 | 3.6K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.20% | $418,635 | 5.0K | Q3 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.20% | $613,530 | 7.6K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.20% | $230,140 | 2.9K | Q4 2025OLDER |
| Massachusetts Wealth Management$231M AUM | 0.19% | $441,178 | 5.5K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.19% | $414,001 | 4.9K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.19% | $8M | 96.4K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.19% | $273,665 | 3.4K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.19% | $711,764 | 8.8K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.19% | $28M | 346.1K | Q4 2025OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.18% | $1M | 13.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.18% | $23M | 278.0K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.18% | $30M | 376.4K | Q4 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.18% | $5M | 66.0K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.17% | $9M | 108.5K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.17% | $363,920 | 4.5K | Q4 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.17% | $197M | 2.44M | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.17% | $21M | 255.4K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.17% | $313,927 | 3.9K | Q2 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.17% | $318,920 | 4.0K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.17% | $594,052 | 7.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.17% | $786,278 | 9.7K | Q2 2026 |
| First American Bank$1.6B AUM | 0.17% | $3M | 33.0K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 0.16% | $799,979 | 9.9K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.16% | $730,634 | 9.0K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 0.16% | $271,506 | 3.4K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.16% | $488,013 | 6.0K | Q2 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.16% | $27M | 330.7K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.16% | $591,804 | 7.7K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.16% | $825,154 | 10.2K | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 0.16% | $361,631 | 4.5K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.16% | $254,451 | 3.1K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.16% | $630,681 | 7.8K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.16% | $360,714 | 4.3K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.16% | $10M | 122.3K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.15% | $1M | 17.2K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.15% | $49M | 607.9K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.15% | $235,160 | 2.9K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.15% | $299,080 | 3.7K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.15% | $403,715 | 5.0K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.15% | $361,932 | 4.5K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.15% | $226,012 | 2.8K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.15% | $247,645 | 3.1K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.15% | $70M | 860.3K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.14% | $204,557 | 2.5K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.14% | $573,774 | 7.1K | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.14% | $89M | 1.10M | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.14% | $242,607 | 3.0K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.14% | $810,831 | 10.0K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.14% | $311,613 | 3.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.14% | $600,243 | 7.5K | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.14% | $9M | 115.4K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.14% | $316,462 | 3.9K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.14% | $20M | 252.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.14% | $68M | 837.8K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.14% | $424,988 | 5.3K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.14% | $783,269 | 9.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.14% | $1M | 12.9K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.14% | $234,295 | 2.9K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.13% | $807,492 | 10.0K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.13% | $206,099 | 2.5K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.13% | $212,575 | 2.6K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.13% | $856M | 10.57M | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.13% | $37M | 459.0K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.13% | $791,636 | 9.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.13% | $798,826 | 9.9K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.13% | $140M | 1.74M | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.13% | $1M | 13.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.13% | $467,908 | 5.8K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.13% | $743,253 | 9.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.13% | $2.4B | 30.25M | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.13% | $2M | 28.4K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.13% | $370,362 | 4.6K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.13% | $1M | 17.8K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.13% | $2M | 29.1K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.13% | $980,952 | 12.1K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.13% | $253,347 | 3.2K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.13% | $3M | 40.4K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.13% | $4M | 55.3K | Q2 2026 |
| Asset Advisory Group, Inc.$229M AUM | 0.13% | $287,685 | 3.5K | Q2 2026 |
| Avanza Fonder AB$3.6B AUM | 0.13% | $5M | 56.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.13% | $543M | 6.70M | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.13% | $320,721 | 3.9K | Q3 2025OLDER |
| Innova Wealth Partners$211M AUM | 0.12% | $263,573 | 3.3K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.12% | $5M | 62.7K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.12% | $322,910 | 4.0K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.12% | $246,007 | 3.0K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.12% | $2M | 21.5K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.12% | $2M | 25.9K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.12% | $7M | 85.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.12% | $359M | 4.43M | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.12% | $316,212 | 3.9K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.12% | $404,831 | 5.0K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.12% | $2M | 24.0K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.12% | $490,153 | 6.1K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.12% | $980,812 | 12.1K | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.12% | $30M | 374.5K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.12% | $30M | 369.2K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.12% | $3M | 31.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.12% | $2M | 30.7K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.12% | $284,381 | 3.5K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.11% | $14M | 168.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.11% | $39M | 485.1K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.11% | $1M | 14.1K | Q4 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.11% | $2M | 30.9K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.11% | $466,444 | 5.8K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 0.11% | $425,959 | 5.3K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.11% | $5M | 64.1K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.11% | $4M | 43.9K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.11% | $414,156 | 5.1K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.11% | $29M | 354.1K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.11% | $2M | 21.9K | Q4 2025OLDER |
| AIA Group Ltd$6.9B AUM | 0.11% | $8M | 95.1K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.11% | $498,328 | 6.2K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.11% | $73M | 907.8K | Q4 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.11% | $668,404 | 8.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.11% | $1M | 12.4K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.11% | $378,512 | 4.5K | Q3 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.11% | $2M | 24.7K | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.11% | $44M | 549.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.11% | $2M | 23.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.11% | $486,653 | 6.0K | Q2 2026 |
| Treasure Coast Financial Planning$194M AUM | 0.10% | $202,375 | 2.5K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.10% | $1M | 16.3K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.10% | $261,711 | 3.2K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.10% | $987,128 | 12.3K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.10% | $26M | 318.0K | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.10% | $1M | 18.3K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.10% | $705,398 | 8.7K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.10% | $242,333 | 3.0K | Q2 2026 |
| NCM Capital Management, LLC$279M AUM | 0.10% | $284,296 | 3.5K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.10% | $265,596 | 3.3K | Q2 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.10% | $947,925 | 11.7K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.10% | $272,559 | 3.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.10% | $3M | 35.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.10% | $8M | 101.6K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.10% | $2M | 25.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.10% | $85M | 1.05M | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.10% | $316,111 | 3.9K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.10% | $410,796 | 5.1K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.10% | $3M | 31.7K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.10% | $1M | 18.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.10% | $5M | 63.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.10% | $277,563 | 3.4K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.10% | $454,336 | 5.6K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.09% | $359,731 | 4.4K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.09% | $673,126 | 8.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.09% | $454M | 5.61M | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.09% | $1M | 16.6K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.09% | $100M | 1.24M | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.09% | $747,169 | 9.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.09% | $85M | 1.05M | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.09% | $3M | 39.2K | Q2 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.09% | $500,919 | 6.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.09% | $17M | 206.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.09% | $590M | 7.29M | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.09% | $385M | 4.76M | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.09% | $4M | 47.5K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.09% | $10M | 121.4K | Q2 2026 |
| IFM Investors Pty Ltd$12.0B AUM | 0.09% | $11M | 131.1K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.09% | $4M | 52.2K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.09% | $140,454 | 1.7K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 0.09% | $333,764 | 4.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.08% | $2M | 28.1K | Q2 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.08% | $2M | 25.0K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 0.08% | $389,289 | 4.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.08% | $1.2B | 14.25M | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.08% | $299,882 | 3.7K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.08% | $122M | 1.50M | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.08% | $418,512 | 5.2K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.08% | $623,146 | 7.7K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.08% | $205,291 | 2.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.08% | $2.4B | 29.08M | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.08% | $15M | 182.3K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.08% | $287,860 | 3.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.08% | $44M | 548.6K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.08% | $269,618 | 3.3K | Q1 2026OLDER |
| Resolution Capital Ltd$4.8B AUM | 0.08% | $4M | 44.9K | Q4 2025OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.08% | $6M | 79.0K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.08% | $383,745 | 4.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.08% | $5M | 62.7K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $551,479 | 6.8K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.08% | $253,395 | 3.1K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.08% | $268,993 | 3.3K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.08% | $80,950 | 1.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.08% | $822,013 | 10.2K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.08% | $212,018 | 2.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.08% | $5.4B | 67.50M | Q4 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.08% | $843,405 | 10.4K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.08% | $607,287 | 7.5K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.08% | $517,452 | 6.2K | Q3 2025OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.08% | $230,442 | 2.8K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.08% | $273,611 | 3.4K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.08% | $743,526 | 9.2K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.08% | $635,102 | 7.6K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 0.08% | $238,722 | 2.9K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.08% | $186,185 | 2.3K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.08% | $2M | 20.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 58.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.08% | $88,236 | 1.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.08% | $202,780 | 2.5K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.08% | $289,482 | 3.6K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.08% | $422,640 | 5.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.07% | $1M | 13.2K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.07% | $384,129 | 4.7K | Q2 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.07% | $226,177 | 2.7K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.07% | $4.2B | 51.90M | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.07% | $2M | 28.6K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.07% | $129,844 | 1.6K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.07% | $1M | 13.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.07% | $65M | 805.2K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.07% | $1M | 13.1K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.07% | $519,051 | 6.4K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.07% | $1M | 13.8K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.07% | $111,351 | 1.4K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.07% | $4M | 46.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.07% | $597,175 | 7.4K | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.07% | $39M | 476.5K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.07% | $9M | 109.1K | Q3 2025OLDER |
| Probity Advisors, Inc.$631M AUM | 0.07% | $447,087 | 5.5K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.07% | $208,609 | 2.6K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.07% | $4M | 53.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.07% | $368,565 | 4.6K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.07% | $88,451 | 1.1K | Q2 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.07% | $24M | 292.6K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.07% | $894,024 | 10.7K | Q3 2025OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.07% | $201,864 | 2.5K | Q2 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.07% | $37M | 457.0K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.07% | $220,589 | 2.7K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.07% | $11M | 128.3K | Q3 2025OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.07% | $9M | 109.9K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.07% | $294,982 | 3.6K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.07% | $211,350 | 2.6K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.07% | $119M | 1.46M | Q1 2026OLDER |
| Alta Advisers Ltd$276M AUM | 0.07% | $222,337 | 2.7K | Q3 2025OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.07% | $527,065 | 6.5K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.07% | $7M | 81.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.07% | $175,500 | 2.2K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.07% | $217,592 | 2.7K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.07% | $153,094 | 1.9K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.07% | $13M | 155.6K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.07% | $13M | 163.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.07% | $2.6B | 32.42M | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.07% | $223,443 | 2.8K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.07% | $1.1B | 13.07M | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.07% | $383,784 | 4.7K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.07% | $6M | 68.6K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.07% | $2M | 29.5K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.07% | $75M | 930.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.06% | $11M | 136.8K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.06% | $1M | 17.0K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.06% | $2M | 26.6K | Q3 2025OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.06% | $500,760 | 6.0K | Q3 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.06% | $103M | 1.27M | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.06% | $204,477 | 2.5K | Q3 2025OLDER |
| Czech National Bank$18.3B AUM | 0.06% | $12M | 141.8K | Q2 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.06% | $170,592 | 2.0K | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.06% | $92M | 1.14M | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.06% | $256,045 | 3.2K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.06% | $2M | 25.6K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.06% | $143,611 | 1.7K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.06% | $5M | 60.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.06% | $5M | 57.2K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.06% | $487,197 | 6.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $556,126 | 6.9K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.06% | $228,454 | 2.8K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.06% | $247M | 3.05M | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.06% | $19M | 271.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.06% | $6M | 75.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.06% | $70M | 868.7K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $241,798 | 3.0K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.06% | $292,980 | 3.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $742,114 | 9.2K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.06% | $274,094 | 3.4K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.06% | $295,083 | 3.6K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.06% | $239,864 | 2.9K | Q3 2025OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.06% | $201,478 | 2.4K | Q3 2025OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.06% | $203,976 | 2.4K | Q3 2025OLDER |
| Capital World Investors$732.9B AUM | 0.06% | $428M | 5.29M | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.06% | $108,716 | 1.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.06% | $227M | 2.81M | Q1 2026OLDER |
| Defiance ETFs, LLC$7.0B AUM | 0.06% | $4M | 50.0K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.06% | $263,249 | 3.3K | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.06% | $2M | 30.2K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.06% | $20M | 246.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.06% | $371,480 | 4.6K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.06% | $211,818 | 2.6K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.06% | $2M | 30.4K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.06% | $230,545 | 2.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.06% | $25M | 305.5K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.06% | $547,870 | 6.8K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.06% | $278,183 | 3.5K | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.06% | $23M | 283.8K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.06% | $209,434 | 2.6K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.06% | $375,081 | 4.7K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.06% | $65M | 804.6K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.06% | $250,945 | 3.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.06% | $107M | 1.32M | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $208,619 | 2.6K | Q4 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.06% | $11M | 130.4K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.06% | $240,583 | 3.0K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.06% | $85M | 1.05M | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.06% | $373,985 | 4.6K | Q1 2026OLDER |
| Buckley Wealth Management, LLC$392M AUM | 0.05% | $215,410 | 2.7K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.05% | $284,740 | 3.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 26.0K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.05% | $8M | 94.8K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.05% | $18M | 221.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.05% | $407M | 5.03M | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.05% | $16M | 192.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $705,552 | 8.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.05% | $6M | 76.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.05% | $9M | 106.2K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.05% | $64,598 | 798 | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.05% | $745,226 | 9.2K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $701,394 | 8.7K | Q4 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.05% | $2M | 21.2K | Q2 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.05% | $88,397 | 1.1K | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 0.05% | $369,290 | 4.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.05% | $3M | 42.0K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.05% | $356,423 | 4.4K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.05% | $4M | 54.0K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.05% | $487,238 | 6.0K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.05% | $511,118 | 6.3K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.05% | $1M | 12.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.