PNCPNC FINL SVCS GROUP INC
CUSIP 693475105 · Yahoo Finance ↗ · Google Finance ↗
Pnc Finl Svcs Group Inc (PNC) has 1,906 institutional holders in Filings Flow’s 13F database, together reporting 327.12M shares worth $66.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
1,906
Q1 2026
Reported Value
$66.9B
Ticker
PNC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ramiah Investment Group$275M AUM | 14.02% | $2M | 15.2K | Q1 2026OLDER |
| PROVIDENT TRUST CO$4.8B AUM | 7.60% | $363M | 1.75M | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 3.88% | $7M | 34.5K | Q4 2025OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 3.81% | $6M | 28.3K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 3.65% | $40M | 191.4K | Q1 2026OLDER |
| Socorro Asset Management LP$221M AUM | 3.54% | $8M | 37.7K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 3.46% | $13M | 63.7K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 3.31% | $115M | 550.7K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 3.04% | $53M | 252.9K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 2.82% | $3M | 15.3K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 2.62% | $43M | 206.0K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.57% | $131M | 630.9K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 2.52% | $68M | 326.7K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 2.33% | $7M | 34.5K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 2.27% | $49M | 235.9K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.27% | $5M | 19.0K | Q2 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 2.23% | $5M | 25.7K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 2.19% | $4M | 17.8K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.18% | $25M | 120.5K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 2.17% | $27M | 127.5K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 2.17% | $15M | 71.4K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 2.13% | $8M | 33.8K | Q2 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.12% | $124M | 597.4K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 2.12% | $4M | 21.1K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 2.06% | $3M | 15.9K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 2.04% | $97M | 464.8K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 2.00% | $3M | 11.8K | Q2 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 1.96% | $69M | 330.8K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.94% | $3M | 13.9K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 1.87% | $4M | 17.2K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 1.87% | $21M | 84.6K | Q2 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 1.82% | $11M | 54.0K | Q4 2025OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.79% | $856M | 4.11M | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 1.78% | $41M | 199.3K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 1.77% | $26M | 123.6K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 1.76% | $630M | 3.03M | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 1.74% | $6M | 30.1K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 1.73% | $2M | 8.7K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 1.65% | $327M | 1.57M | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.65% | $5M | 23.9K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.64% | $132M | 636.1K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.60% | $6M | 28.6K | Q3 2025OLDER |
| apricus wealth, LLC$205M AUM | 1.57% | $3M | 15.5K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.56% | $19M | 90.3K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.50% | $14M | 68.7K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 1.47% | $3M | 12.7K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 1.46% | $10M | 39.9K | Q2 2026 |
| Insight Inv LLC$183M AUM | 1.46% | $3M | 12.8K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.45% | $11M | 50.5K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 1.44% | $2M | 10.3K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.42% | $43M | 234.1K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 1.40% | $21M | 102.3K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 1.35% | $6M | 28.9K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 1.34% | $11M | 53.1K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 1.31% | $7M | 33.5K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 1.31% | $41M | 199.1K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 1.29% | $17M | 83.8K | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 1.26% | $31M | 147.4K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 1.25% | $2M | 11.5K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 1.25% | $3M | 13.3K | Q2 2026 |
| CONNING INC.$3.0B AUM | 1.22% | $37M | 176.7K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.22% | $3M | 13.0K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.22% | $13M | 54.5K | Q2 2026 |
| Harvest Investment Advisors, LLC$176M AUM | 1.21% | $2M | 10.2K | Q4 2025OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.20% | $169M | 814.0K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.19% | $7M | 33.3K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.15% | $4M | 19.3K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 1.14% | $7M | 35.5K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 1.14% | $16M | 80.2K | Q3 2025OLDER |
| Rhino Investment Partners, Inc$359M AUM | 1.14% | $4M | 19.3K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 1.13% | $4M | 18.2K | Q2 2026 |
| SevenBridge Financial Group, LLC$640M AUM | 1.13% | $7M | 32.1K | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 1.12% | $3M | 12.2K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 1.11% | $2M | 10.0K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 1.11% | $5M | 23.0K | Q4 2025OLDER |
| Kenora Financial, LLC$286M AUM | 1.10% | $3M | 15.0K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.09% | $3M | 13.0K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 1.08% | $23M | 110.2K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 1.08% | $6M | 31.2K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 1.05% | $9M | 44.8K | Q3 2025OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.05% | $2M | 7.8K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 1.02% | $7M | 28.3K | Q2 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM | 1.02% | $3M | 14.4K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 1.01% | $2M | 9.7K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 1.01% | $1M | 5.5K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 1.00% | $204M | 981.7K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.99% | $1M | 5.7K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.99% | $2M | 11.6K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.99% | $3M | 13.8K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.99% | $3M | 16.2K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.98% | $603M | 2.90M | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.98% | $3M | 14.1K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.96% | $2M | 10.8K | Q4 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.96% | $1M | 5.9K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.94% | $9M | 44.1K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.94% | $2M | 16.5K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.94% | $2M | 9.6K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.94% | $1M | 6.6K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.94% | $2M | 8.3K | Q3 2025OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.94% | $5M | 23.5K | Q3 2025OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.93% | $7M | 31.9K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 0.93% | $3M | 15.0K | Q4 2025OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.92% | $12M | 57.9K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.90% | $59M | 239.2K | Q2 2026 |
| Essential Partners LLC$250M AUM | 0.89% | $2M | 12.0K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.89% | $7M | 33.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.89% | $1M | 5.2K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.89% | $2M | 11.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.88% | $13M | 61.9K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.86% | $1M | 4.8K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.85% | $12M | 60.0K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.85% | $2M | 11.0K | Q3 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.84% | $32M | 154.8K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.83% | $17M | 79.7K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.83% | $1M | 5.3K | Q3 2025OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.82% | $3M | 12.1K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.80% | $3M | 13.5K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 0.80% | $7M | 33.4K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.79% | $110M | 526.4K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.79% | $5M | 21.8K | Q2 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.79% | $2M | 11.0K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.78% | $19M | 92.5K | Q1 2026OLDER |
| MOODY ALDRICH PARTNERS LLC$555M AUM | 0.76% | $4M | 20.4K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.75% | $9M | 41.1K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.74% | $925,376 | 4.4K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.73% | $2M | 10.3K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.72% | $8M | 36.3K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.72% | $2M | 7.3K | Q1 2026OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.72% | $2M | 8.7K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.71% | $60M | 286.0K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.71% | $19M | 89.7K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.70% | $1M | 5.1K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.69% | $1M | 4.2K | Q2 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.69% | $19M | 92.0K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.69% | $55M | 265.8K | Q1 2026OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 0.69% | $2M | 7.3K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.68% | $8M | 38.1K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.68% | $47M | 224.7K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.67% | $997,792 | 4.8K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.67% | $3M | 12.8K | Q2 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.67% | $1M | 5.1K | Q2 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.67% | $83M | 399.7K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.66% | $38M | 182.0K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.66% | $737,887 | 3.5K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.66% | $1M | 6.2K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 0.65% | $2M | 7.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.63% | $15M | 70.7K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.62% | $1M | 5.1K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.62% | $10M | 47.3K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.62% | $4M | 18.1K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.62% | $2M | 7.9K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.61% | $773,678 | 3.7K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.61% | $54M | 254.8K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.60% | $17M | 83.4K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.60% | $890,417 | 4.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.60% | $19M | 91.8K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.59% | $27M | 131.9K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.59% | $3M | 12.1K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.58% | $2M | 7.7K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.58% | $2M | 8.0K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.58% | $5M | 21.9K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.58% | $1M | 5.3K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.56% | $1M | 5.8K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.55% | $3M | 14.4K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.55% | $5M | 24.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.55% | $13M | 62.8K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.55% | $11M | 52.6K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.54% | $2M | 9.4K | Q3 2025OLDER |
| Covea Finance$2.9B AUM | 0.54% | $15M | 74.4K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.54% | $6M | 26.6K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.54% | $32M | 152.6K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.54% | $3M | 12.8K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.54% | $6M | 28.7K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.53% | $6M | 28.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.53% | $1.6B | 7.53M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.52% | $12M | 58.8K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.52% | $774,095 | 3.7K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.52% | $3M | 13.1K | Q4 2025OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 0.52% | $2M | 8.5K | Q1 2026OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 0.52% | $113M | 541.9K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.52% | $8M | 38.6K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.52% | $2M | 8.5K | Q3 2025OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.52% | $2M | 11.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.51% | $13M | 63.7K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.51% | $1M | 7.1K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.50% | $481,596 | 2.7K | Q4 2025OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.50% | $13M | 63.9K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.49% | $986,591 | 4.6K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.49% | $765,896 | 3.7K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.49% | $823,620 | 4.0K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.48% | $980,520 | 4.7K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.48% | $3M | 16.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.48% | $23M | 109.2K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.48% | $1M | 4.1K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.47% | $4M | 19.9K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.47% | $31M | 151.3K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.47% | $1M | 5.4K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.47% | $1M | 5.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.47% | $96M | 460.2K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.47% | $730,396 | 3.5K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.47% | $3M | 16.0K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.47% | $2M | 8.1K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.47% | $567,627 | 2.8K | Q3 2025OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.46% | $2M | 8.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.46% | $96M | 478.8K | Q3 2025OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.46% | $658,653 | 3.2K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.46% | $1M | 5.3K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.46% | $582,444 | 2.8K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.46% | $1M | 5.3K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.45% | $7M | 32.8K | Q4 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.45% | $4M | 18.2K | Q2 2026 |
| United Community Bank$300M AUM | 0.45% | $1M | 6.5K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.45% | $716,038 | 3.4K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.44% | $3M | 12.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.44% | $1.8B | 8.61M | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.44% | $2M | 9.4K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.43% | $500,956 | 2.4K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.43% | $5M | 22.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.43% | $2M | 7.4K | Q4 2025OLDER |
| Heritage Trust Co$997M AUM | 0.43% | $4M | 20.5K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.42% | $571,327 | 2.6K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.42% | $998,975 | 4.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.42% | $249M | 1.19M | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.42% | $586M | 2.82M | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.42% | $106M | 510.7K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.42% | $2M | 8.6K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.42% | $914M | 4.44M | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.42% | $10M | 48.5K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.42% | $2M | 9.2K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.41% | $3M | 13.0K | Q3 2025OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.41% | $629,888 | 3.0K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 0.41% | $2M | 10.0K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.41% | $8M | 38.5K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.40% | $2M | 7.4K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.40% | $663,807 | 3.2K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.40% | $873,617 | 3.9K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.39% | $2M | 7.5K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.39% | $2M | 9.3K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.39% | $38M | 181.2K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.39% | $445,937 | 2.1K | Q2 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.38% | $3M | 12.3K | Q4 2025OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.38% | $760,777 | 3.7K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.38% | $1M | 6.4K | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 0.38% | $820,083 | 3.9K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.38% | $3M | 13.3K | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 0.38% | $13M | 64.5K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.38% | $7M | 31.6K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.38% | $700,047 | 3.4K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.37% | $719,030 | 3.5K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.37% | $10M | 47.6K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.37% | $417,460 | 2.0K | Q4 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.37% | $2M | 7.3K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.37% | $1M | 6.7K | Q1 2026OLDER |
| Marathon Mission, Inc.$200M AUM | 0.37% | $738,414 | 3.0K | Q2 2026 |
| Riverwater Partners LLC$300M AUM | 0.37% | $1M | 5.3K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.37% | $12M | 58.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.37% | $31M | 146.7K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.36% | $2M | 7.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.36% | $7M | 31.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.36% | $74M | 354.2K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.36% | $6M | 28.1K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.36% | $565,796 | 2.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.36% | $268M | 1.29M | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.36% | $414M | 1.99M | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.36% | $721,240 | 3.5K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.36% | $287M | 1.16M | Q2 2026 |
| Atlas Wealth LLC$334M AUM | 0.35% | $1M | 5.7K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.35% | $3M | 13.6K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.35% | $302M | 1.45M | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.35% | $392,042 | 1.9K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.35% | $13M | 60.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.35% | $2M | 10.3K | Q3 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.35% | $1M | 4.8K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.35% | $416,180 | 2.0K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.35% | $1M | 5.1K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.34% | $1M | 5.4K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.34% | $719,864 | 3.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.34% | $2M | 7.7K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.34% | $3M | 14.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.34% | $255M | 1.22M | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.34% | $2M | 11.7K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.34% | $9M | 41.2K | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.34% | $113M | 545.3K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.34% | $508,156 | 2.4K | Q2 2026 |
| Allegheny Financial Group$742M AUM | 0.34% | $3M | 12.1K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.34% | $10M | 49.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.34% | $2M | 7.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.34% | $1M | 4.9K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.34% | $498,167 | 2.4K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.34% | $2M | 11.1K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.34% | $5M | 25.0K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.33% | $3M | 12.2K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.33% | $797,609 | 3.8K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.33% | $460,491 | 2.2K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.33% | $1M | 5.0K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.33% | $634,051 | 3.0K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.33% | $876,683 | 4.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.33% | $107M | 513.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.33% | $1M | 4.8K | Q1 2026OLDER |
| Channing Capital Management, LLC$3.9B AUM | 0.32% | $13M | 61.0K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.32% | $3M | 13.1K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.32% | $403,903 | 1.9K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.32% | $8M | 40.8K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.32% | $4M | 17.4K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.32% | $3M | 12.4K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.32% | $551,353 | 2.6K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.32% | $50M | 237.9K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.32% | $1M | 5.3K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.32% | $2M | 11.2K | Q3 2025OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.32% | $3M | 13.3K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.32% | $2M | 8.9K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.32% | $384,976 | 1.9K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.31% | $660M | 3.17M | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.31% | $2M | 10.4K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.31% | $328,744 | 1.5K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.31% | $300M | 1.44M | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.31% | $821,636 | 3.3K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.31% | $170M | 817.6K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.31% | $1M | 4.4K | Q2 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.31% | $554,178 | 2.7K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.31% | $180M | 863.7K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.31% | $2M | 11.7K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.31% | $29M | 143.6K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.31% | $730,395 | 3.5K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.31% | $1M | 4.6K | Q2 2026 |
| Radnor Capital Management, LLC$676M AUM | 0.30% | $2M | 9.8K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.30% | $882,526 | 4.2K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.30% | $57M | 272.4K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.30% | $624,901 | 3.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.30% | $5M | 21.1K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.30% | $106M | 507.9K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.30% | $1M | 4.9K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.30% | $3M | 13.3K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.30% | $401,813 | 1.9K | Q4 2025OLDER |
| Grandview Asset Management LLC$342M AUM | 0.30% | $1M | 4.9K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.30% | $2M | 7.8K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.30% | $3M | 14.7K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.30% | $801,446 | 3.3K | Q2 2026 |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 0.30% | $319,840 | 1.3K | Q2 2026 |
| Oak Asset Management, LLC$290M AUM | 0.29% | $854,418 | 4.1K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.29% | $701,727 | 2.9K | Q2 2026 |
| Northern Financial Advisors Inc$137M AUM | 0.29% | $401,401 | 1.9K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.29% | $3M | 12.5K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.29% | $880M | 4.23M | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.29% | $535,207 | 2.6K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 0.29% | $606,471 | 3.0K | Q3 2025OLDER |
| Old Port Advisors$434M AUM | 0.29% | $1M | 6.0K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.29% | $45M | 215.2K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.28% | $3M | 13.2K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.28% | $2M | 11.2K | Q4 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.28% | $5M | 23.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.28% | $1.8B | 8.74M | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.28% | $2M | 7.7K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 0.28% | $793,174 | 3.8K | Q4 2025OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 0.28% | $287,164 | 1.4K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.28% | $311,924 | 1.5K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.28% | $41M | 197.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.28% | $18M | 84.6K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.28% | $978,023 | 4.7K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.27% | $1M | 5.3K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.27% | $28M | 133.4K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.27% | $2M | 7.6K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.27% | $10M | 48.2K | Q3 2025OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.27% | $2M | 11.8K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.27% | $2M | 8.2K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.27% | $1M | 6.3K | Q4 2025OLDER |
| Hosking Partners LLP$2.8B AUM | 0.27% | $7M | 36.9K | Q3 2025OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.27% | $371,232 | 1.8K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.27% | $40M | 191.3K | Q4 2025OLDER |
| Compass Wealth Management LLC$405M AUM | 0.27% | $1M | 6.0K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.27% | $45M | 215.3K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.27% | $38M | 180.8K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.27% | $675,450 | 3.2K | Q4 2025OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.26% | $1M | 4.1K | Q2 2026 |
| Miller Investment Management, LP$1.0B AUM | 0.26% | $3M | 12.6K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.26% | $3M | 12.0K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 0.26% | $2M | 10.4K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.26% | $1M | 6.4K | Q1 2026OLDER |
| Kintegral Advisory, LLC$1.1B AUM | 0.26% | $3M | 13.1K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.26% | $2M | 9.7K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.26% | $6M | 28.2K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.25% | $600,579 | 2.9K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.25% | $2M | 8.3K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.25% | $13M | 60.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.25% | $795,680 | 4.5K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.25% | $22M | 107.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.25% | $225M | 1.08M | Q1 2026OLDER |
| Merrion Investment Management Co, LLC$186M AUM | 0.25% | $463,000 | 2.2K | Q1 2026OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$597M AUM | 0.25% | $1M | 7.1K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.25% | $685,678 | 3.3K | Q4 2025OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.25% | $688,154 | 3.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.25% | $31M | 151.1K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.25% | $694,189 | 3.3K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.25% | $8M | 37.9K | Q1 2026OLDER |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 0.24% | $613,659 | 2.9K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.24% | $503,786 | 2.4K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.24% | $346,020 | 1.7K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.24% | $799,898 | 3.8K | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 0.24% | $5M | 25.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.24% | $4M | 20.2K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.24% | $1M | 4.9K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.24% | $2M | 11.6K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 0.24% | $511,277 | 2.5K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.24% | $480,896 | 2.3K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.24% | $924,674 | 4.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.24% | $4M | 18.7K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.24% | $1M | 5.9K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.23% | $295,595 | 1.2K | Q2 2026 |
| YANKCOM Partnership$243M AUM | 0.23% | $568,087 | 2.7K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.23% | $367,907 | 1.8K | Q4 2025OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.23% | $22M | 233.2K | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.23% | $50M | 239.5K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.23% | $74M | 355.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.23% | $1M | 6.3K | Q4 2025OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.23% | $960,652 | 4.6K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.23% | $321,499 | 1.5K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.23% | $911,954 | 4.4K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.23% | $546,718 | 2.6K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.23% | $1M | 6.4K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.23% | $2M | 14.2K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.22% | $2M | 11.4K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.22% | $2M | 9.1K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.22% | $327,717 | 1.6K | Q4 2025OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.22% | $300,950 | 1.4K | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.22% | $1M | 4.1K | Q2 2026 |
| Carson Advisory Inc.$193M AUM | 0.22% | $426,287 | 2.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.22% | $9M | 34.7K | Q2 2026 |
| Constant Guidance Financial LLC$145M AUM | 0.22% | $309,156 | 1.5K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.22% | $938M | 4.51M | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.22% | $135M | 650.7K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.22% | $661,266 | 3.3K | Q3 2025OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.22% | $583,745 | 3.1K | Q3 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.22% | $11M | 53.0K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.22% | $4M | 18.2K | Q4 2025OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.22% | $8M | 36.3K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.22% | $424,502 | 2.0K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.21% | $498,943 | 2.4K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.21% | $4M | 22.3K | Q3 2025OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.21% | $853,702 | 4.1K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.21% | $2M | 10.0K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.21% | $743,511 | 3.6K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.21% | $12M | 58.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.21% | $101M | 485.7K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 0.21% | $244,437 | 1.1K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.21% | $3M | 12.3K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.21% | $279,881 | 1.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.21% | $1.1B | 5.37M | Q2 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.21% | $1M | 5.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.21% | $17M | 79.3K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.21% | $1M | 5.0K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.21% | $515,855 | 2.5K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.21% | $735,828 | 3.0K | Q2 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.21% | $1M | 4.8K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.21% | $220,575 | 1.1K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.21% | $216,414 | 1.0K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.21% | $18M | 87.4K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.20% | $10M | 47.0K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.20% | $4M | 20.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.20% | $7M | 27.0K | Q2 2026 |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 0.20% | $291,326 | 1.4K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 0.20% | $332,944 | 1.6K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.20% | $265M | 1.27M | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.20% | $292M | 1.40M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.20% | $7M | 34.2K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.20% | $217,512 | 1.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.20% | $11M | 54.2K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.20% | $472,990 | 2.3K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.20% | $377,059 | 1.8K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.20% | $6M | 28.8K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.20% | $517,104 | 2.5K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.20% | $2M | 9.0K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.20% | $16M | 79.4K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.20% | $1M | 7.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.20% | $39M | 189.4K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.20% | $418,261 | 2.0K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.20% | $627,392 | 3.0K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.20% | $217,537 | 1.0K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.19% | $448,226 | 2.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.19% | $10M | 49.3K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.19% | $6M | 27.6K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.19% | $218,290 | 927 | Q4 2025OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.19% | $92M | 443.2K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.19% | $4M | 17.1K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.19% | $2M | 12.0K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.19% | $4M | 17.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.19% | $6M | 28.9K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.19% | $349,383 | 1.7K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.19% | $346,238 | 1.7K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.19% | $998,422 | 4.1K | Q2 2026 |
| CHICAGO TRUST Co NA$626M AUM | 0.19% | $1M | 5.7K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.19% | $582,028 | 2.8K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.19% | $256,991 | 1.2K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.19% | $12M | 58.2K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.19% | $3M | 13.8K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.19% | $835,481 | 4.0K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.19% | $244,298 | 1.2K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 0.19% | $2M | 8.0K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.19% | $1M | 7.0K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.19% | $302,851 | 1.2K | Q2 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.19% | $833,093 | 4.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.