RTXRTX CORPORATION
CUSIP 75513E101 · Yahoo Finance ↗ · Google Finance ↗
Rtx Corporation (RTX) has 3,376 institutional holders in Filings Flow’s 13F database, together reporting 16.83M shares worth $3.1B as of Q2 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.
Institutional Holders
3,376
Q2 2026
Reported Value
$198.7B
Ticker
RTX
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AdviceOne Advisory Services, LLC$177M AUM | 65.08% | $115M | 607.2K | Q2 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 37.72% | $469M | 2.43M | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 36.89% | $566M | 2.94M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 35.81% | $16.8B | 87.22M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 33.53% | $114M | 589.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 32.31% | $1.5B | 7.56M | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 18.00% | $4.9B | 25.47M | Q1 2026OLDER |
| Rings Capital Management LLC$186M AUM | 17.10% | $32M | 165.0K | Q1 2026OLDER |
| Framtiden Holdings Management Co LLC$102M AUM | 14.17% | $14M | 75.0K | Q1 2026OLDER |
| Gladstone Capital Management LLP$996M AUM | 11.67% | $116M | 602.5K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 6.17% | $8M | 39.3K | Q1 2026OLDER |
| J. Stern & Co. LLP$1.0B AUM | 5.65% | $58M | 302.1K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 5.60% | $10M | 53.6K | Q1 2026OLDER |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$268M AUM | 5.45% | $15M | 92.5K | Q3 2025OLDER |
| Riverstone Advisors, LLC$203M AUM | 5.06% | $10M | 53.2K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 4.98% | $17M | 86.7K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 4.90% | $889M | 4.61M | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 4.82% | $10M | 51.2K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 4.76% | $34M | 175.9K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 4.72% | $7M | 36.8K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 4.60% | $25M | 127.9K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 4.52% | $6M | 32.9K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 4.51% | $5M | 23.9K | Q1 2026OLDER |
| Carmel Capital Management L.L.C.$349M AUM | 4.43% | $15M | 80.2K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 4.41% | $8M | 40.7K | Q1 2026OLDER |
| M. Kraus & Co$343M AUM | 4.36% | $15M | 77.6K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 4.35% | $10M | 52.7K | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 4.32% | $16M | 83.1K | Q1 2026OLDER |
| Kinetic Partners Management, LP$1.8B AUM | 4.28% | $76M | 396.5K | Q1 2026OLDER |
| General Pension Society PZU Joint Stock Co$654M AUM | 4.19% | $27M | 142.0K | Q1 2026OLDER |
| Notis-McConarty Edward$201M AUM | 4.12% | $8M | 43.0K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 4.09% | $8M | 44.7K | Q1 2026OLDER |
| CINCINNATI CASUALTY CO$191M AUM | 4.03% | $8M | 40.0K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 4.03% | $5M | 29.4K | Q4 2025OLDER |
| PUZO MICHAEL J$343M AUM | 3.97% | $14M | 70.7K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 3.89% | $11M | 58.6K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 3.86% | $21M | 108.5K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 3.81% | $33M | 173.1K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 3.76% | $6.8B | 35.47M | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 3.71% | $13M | 65.5K | Q1 2026OLDER |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 3.70% | $41M | 210.3K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 3.67% | $65M | 337.1K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 3.63% | $6M | 32.2K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 3.62% | $35M | 182.8K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 3.57% | $9M | 46.8K | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 3.52% | $36M | 186.6K | Q1 2026OLDER |
| Focused Investors LLC$3.1B AUM | 3.48% | $107M | 555.5K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 3.47% | $43M | 222.0K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 3.44% | $6M | 32.5K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 3.44% | $22M | 115.9K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 3.42% | $5M | 27.0K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 3.37% | $42M | 217.0K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 3.36% | $89M | 463.3K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 3.35% | $7M | 35.9K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 3.28% | $26M | 136.8K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 3.28% | $19M | 99.3K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 3.27% | $216M | 1.12M | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 3.27% | $6M | 34.1K | Q4 2025OLDER |
| Elefante Mark B$182M AUM | 3.26% | $6M | 30.8K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 3.26% | $12M | 64.0K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 3.25% | $10M | 52.5K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 3.21% | $10M | 52.1K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 3.20% | $23M | 120.8K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 3.15% | $5M | 23.7K | Q1 2026OLDER |
| DCM Advisors, LLC$220M AUM | 3.11% | $7M | 35.5K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 3.06% | $41M | 212.7K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 3.04% | $263M | 1.36M | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 3.04% | $29M | 149.0K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 3.02% | $141M | 729.3K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 2.99% | $6M | 38.6K | Q3 2025OLDER |
| Haverford Trust Co$10.9B AUM | 2.99% | $326M | 1.69M | Q1 2026OLDER |
| LONE PEAK GLOBAL INVESTORS LLC$600M AUM | 2.96% | $18M | 92.2K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 2.95% | $6M | 37.1K | Q3 2025OLDER |
| Munro Partners$3.0B AUM | 2.93% | $87M | 448.8K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.92% | $34M | 173.7K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 2.88% | $17M | 86.4K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 2.86% | $15M | 76.7K | Q2 2026 |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 2.86% | $57M | 300.1K | Q2 2026 |
| Saratoga Research & Investment Management$1.8B AUM | 2.84% | $50M | 259.1K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 2.83% | $5M | 27.6K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 2.83% | $5M | 27.3K | Q2 2026 |
| Processus Wealth & Capital Management, LLC$147M AUM | 2.80% | $4M | 21.4K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 2.78% | $26M | 134.8K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 2.78% | $6M | 30.3K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 2.78% | $7M | 37.1K | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 2.77% | $43M | 229.0K | Q2 2026 |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 2.75% | $29M | 148.1K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 2.74% | $19M | 98.9K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 2.73% | $8M | 41.4K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 2.73% | $211M | 1.09M | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.67% | $8M | 39.0K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 2.65% | $3M | 14.6K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 2.62% | $4M | 18.4K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 2.61% | $9M | 44.5K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 2.61% | $13M | 65.0K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 2.60% | $22M | 111.6K | Q1 2026OLDER |
| Delaney Dennis R$282M AUM | 2.59% | $7M | 37.9K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 2.59% | $3M | 14.4K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 2.59% | $8M | 41.3K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 2.59% | $15M | 78.3K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 2.58% | $4M | 20.0K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 2.49% | $28M | 145.3K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 2.49% | $9M | 46.8K | Q1 2026OLDER |
| Legal Advantage Investments, Inc.$194M AUM | 2.48% | $5M | 24.9K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 2.45% | $6M | 30.3K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 2.43% | $11M | 56.7K | Q2 2026 |
| Heritage Wealth Advisors$2.6B AUM | 2.41% | $62M | 320.1K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 2.40% | $74M | 385.0K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.40% | $8M | 38.9K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 2.39% | $7M | 34.3K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 2.39% | $39M | 210.2K | Q4 2025OLDER |
| Bey-Douglas LLC$115M AUM | 2.38% | $3M | 14.2K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 2.37% | $60M | 311.3K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 2.36% | $162M | 839.3K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 2.34% | $7M | 36.8K | Q2 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 2.33% | $51M | 262.8K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 2.33% | $5M | 25.2K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 2.32% | $33M | 170.5K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 2.31% | $19M | 101.0K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 2.30% | $5M | 27.5K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 2.30% | $10M | 51.4K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 2.30% | $9M | 47.4K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 2.30% | $3M | 15.3K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 2.29% | $11M | 57.3K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 2.29% | $14M | 71.4K | Q2 2026 |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.28% | $22M | 115.0K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 2.28% | $222M | 1.15M | Q1 2026OLDER |
| Legacy Trust$522M AUM | 2.27% | $12M | 61.4K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 2.24% | $16M | 83.3K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 2.20% | $30M | 153.7K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 2.20% | $30M | 155.0K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 2.20% | $5M | 25.7K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 2.19% | $12M | 62.3K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 2.19% | $3M | 15.3K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 2.18% | $34M | 176.1K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 2.18% | $6M | 30.1K | Q1 2026OLDER |
| Sanders Capital, LLC$83.9B AUM | 2.16% | $1.8B | 9.41M | Q1 2026OLDER |
| Bayberry Capital Partners LP$323M AUM | 2.16% | $7M | 36.2K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 2.15% | $3M | 16.4K | Q2 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 2.15% | $15M | 78.7K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 2.15% | $8M | 39.6K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 2.15% | $25M | 137.6K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 2.14% | $7M | 38.1K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 2.14% | $14M | 75.0K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 2.13% | $2M | 12.4K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 2.13% | $8M | 39.7K | Q2 2026 |
| South Street Advisors LLC$690M AUM | 2.12% | $15M | 75.7K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 2.11% | $49M | 253.9K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 2.11% | $16M | 85.5K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 2.11% | $123M | 639.1K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 2.10% | $2M | 11.4K | Q1 2026OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 2.10% | $26M | 133.6K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 2.08% | $3M | 16.8K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 2.08% | $41M | 214.0K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 2.07% | $10M | 49.5K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 2.07% | $22M | 113.0K | Q1 2026OLDER |
| Security National Bank$687M AUM | 2.05% | $14M | 73.0K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 2.05% | $4M | 20.3K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 2.05% | $4M | 22.7K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 2.04% | $17M | 85.8K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 2.03% | $22M | 115.4K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 2.02% | $12M | 60.0K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 2.02% | $14M | 70.1K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 2.02% | $11M | 60.3K | Q2 2026 |
| O'Domhnaill Enterprises, Inc.$124M AUM | 2.01% | $2M | 13.0K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 2.01% | $14M | 70.2K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 2.00% | $4M | 21.5K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 2.00% | $19M | 97.6K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.99% | $10M | 59.7K | Q3 2025OLDER |
| Cetera Trust Company, N.A$177M AUM | 1.97% | $3M | 18.1K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.96% | $20M | 105.1K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 1.95% | $12M | 63.6K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.95% | $3M | 13.0K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 1.95% | $16M | 82.2K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 1.93% | $5M | 24.2K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 1.93% | $4M | 18.2K | Q2 2026 |
| Empire Financial Management Company, LLC$442M AUM | 1.93% | $9M | 44.1K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.92% | $12M | 64.6K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 1.92% | $65M | 338.7K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.92% | $3M | 18.0K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.91% | $3M | 14.7K | Q1 2026OLDER |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 1.90% | $29M | 150.0K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 1.90% | $2M | 11.6K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 1.89% | $6M | 37.5K | Q3 2025OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 1.89% | $3M | 16.0K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 1.88% | $5M | 25.9K | Q2 2026 |
| Insight Inv LLC$183M AUM | 1.88% | $3M | 17.8K | Q1 2026OLDER |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 1.88% | $8M | 40.7K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 1.87% | $3M | 16.5K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 1.85% | $65M | 390.0K | Q3 2025OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.85% | $8M | 41.3K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 1.83% | $3M | 17.3K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 1.83% | $6M | 31.0K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.82% | $3M | 13.1K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 1.82% | $3M | 15.9K | Q1 2026OLDER |
| Paloma Partners Management Co$510M AUM | 1.82% | $9M | 48.0K | Q1 2026OLDER |
| Hudson Canyon Capital Management$163M AUM | 1.81% | $3M | 15.4K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.81% | $4M | 23.0K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 1.81% | $8M | 44.0K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 1.80% | $2M | 9.8K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 1.78% | $4M | 20.8K | Q2 2026 |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 1.76% | $7M | 36.5K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 1.75% | $5M | 25.2K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 1.75% | $7M | 35.9K | Q2 2026 |
| Rice Partnership, LLC$732M AUM | 1.74% | $13M | 66.2K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 1.73% | $7M | 37.0K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 1.73% | $5M | 24.0K | Q1 2026OLDER |
| Kurv Investment Management LLC$173M AUM | 1.73% | $2M | 10.0K | Q4 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 1.73% | $5M | 26.9K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.72% | $7M | 33.9K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 1.72% | $28M | 147.6K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.70% | $12M | 63.2K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 1.70% | $15M | 76.7K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 1.69% | $13M | 65.3K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 1.69% | $12M | 65.5K | Q2 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 1.69% | $3M | 14.0K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 1.69% | $2M | 12.9K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.68% | $9M | 45.2K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 1.68% | $7M | 37.0K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.67% | $18M | 93.8K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 1.67% | $2M | 12.3K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.66% | $10M | 51.8K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 1.66% | $2M | 13.0K | Q2 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 1.65% | $18M | 95.5K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 1.63% | $26M | 134.8K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.63% | $6M | 29.1K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.62% | $5M | 25.4K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.61% | $6M | 33.7K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 1.60% | $3M | 15.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 1.60% | $17M | 87.7K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.60% | $193M | 998.6K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 1.58% | $6M | 31.4K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 1.58% | $2M | 9.4K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 1.57% | $10.1B | 52.34M | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.57% | $7M | 34.5K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.55% | $8M | 39.8K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.55% | $5M | 26.3K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.54% | $3M | 14.7K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 1.54% | $3M | 16.1K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 1.53% | $7M | 36.5K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 1.53% | $3M | 15.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 1.52% | $17M | 88.2K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 1.51% | $13M | 66.0K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 1.51% | $4M | 21.8K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.50% | $13M | 69.0K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 1.49% | $11M | 55.2K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.49% | $19M | 97.3K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 1.48% | $2M | 13.4K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 1.48% | $9M | 44.8K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.48% | $7M | 38.1K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 1.48% | $2M | 9.7K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 1.48% | $5M | 27.2K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.47% | $7M | 34.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.46% | $13M | 65.2K | Q1 2026OLDER |
| Samjo Management, LLC$231M AUM | 1.46% | $3M | 17.5K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 1.46% | $6M | 29.0K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.46% | $4.3B | 22.24M | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 1.45% | $4M | 19.3K | Q4 2025OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 1.44% | $17M | 89.9K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 1.44% | $2M | 12.8K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 1.44% | $2M | 10.3K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.44% | $3M | 16.2K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 1.44% | $9M | 46.1K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 1.43% | $3M | 15.4K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 1.42% | $82M | 424.0K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 1.41% | $5M | 25.3K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 1.41% | $24M | 131.4K | Q4 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 1.41% | $2M | 10.1K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 1.41% | $4M | 20.1K | Q2 2026 |
| REXFORD CAPITAL INC$140M AUM | 1.40% | $2M | 10.2K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 1.40% | $16M | 82.1K | Q2 2026 |
| Baker Chad R$530M AUM | 1.40% | $7M | 38.3K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.40% | $7M | 35.4K | Q2 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 1.39% | $17M | 87.2K | Q2 2026 |
| OUTFITTERS FINANCIAL LLC$129M AUM | 1.39% | $2M | 9.3K | Q1 2026OLDER |
| CNB Bank$238M AUM | 1.39% | $3M | 17.1K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 1.39% | $2M | 9.6K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.39% | $9M | 47.9K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 1.38% | $1M | 8.4K | Q3 2025OLDER |
| KIECKHEFER GROUP LLC$212M AUM | 1.37% | $3M | 15.0K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 1.36% | $31M | 160.7K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.36% | $5M | 25.0K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 1.36% | $40M | 207.2K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 1.35% | $2M | 11.3K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 1.35% | $2M | 9.0K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 1.35% | $2M | 9.2K | Q4 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 1.34% | $11M | 58.7K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 1.34% | $12M | 61.1K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 1.34% | $157M | 815.6K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 1.34% | $2M | 12.9K | Q4 2025OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 1.34% | $8M | 38.6K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 1.33% | $16M | 80.9K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 1.32% | $8M | 41.4K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 1.32% | $6M | 32.9K | Q2 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 1.31% | $2M | 10.1K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 1.31% | $19M | 98.5K | Q1 2026OLDER |
| RH Tailwind Management, LLC$781M AUM | 1.31% | $10M | 53.0K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.31% | $4M | 18.5K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.31% | $7M | 36.0K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 1.31% | $1M | 6.9K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 1.30% | $13M | 67.4K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 1.30% | $7M | 38.2K | Q4 2025OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 1.30% | $3M | 14.5K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 1.30% | $23M | 118.0K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 1.30% | $2M | 9.9K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.30% | $21M | 110.2K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 1.29% | $6M | 29.8K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 1.29% | $12M | 61.5K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.28% | $1M | 7.4K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 1.28% | $15M | 75.7K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 1.28% | $2M | 11.2K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.27% | $2M | 11.1K | Q3 2025OLDER |
| Patten Group, Inc.$575M AUM | 1.27% | $7M | 37.8K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 1.26% | $6M | 31.3K | Q4 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 1.26% | $2M | 8.6K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.25% | $2M | 12.2K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.25% | $13M | 68.3K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.25% | $30M | 154.6K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 1.25% | $43M | 220.3K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 1.24% | $14M | 72.8K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.24% | $7M | 35.0K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 1.24% | $2M | 8.2K | Q2 2026 |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 1.22% | $37M | 191.0K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 1.22% | $5M | 25.6K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 1.22% | $1M | 7.9K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 1.22% | $4M | 19.0K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 1.22% | $5M | 26.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.21% | $4M | 20.7K | Q2 2026 |
| Brown Miller Wealth Management, LLC$352M AUM | 1.21% | $4M | 22.2K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 1.21% | $2M | 12.3K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 1.21% | $36M | 185.5K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 1.21% | $8M | 42.0K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.21% | $1M | 6.3K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 1.20% | $4M | 20.4K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.20% | $3M | 15.9K | Q3 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 1.19% | $305M | 1.62M | Q2 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 1.19% | $17M | 89.4K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.18% | $4M | 22.4K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.18% | $6M | 32.5K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 1.18% | $3M | 15.1K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 1.18% | $52M | 270.7K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 1.18% | $23M | 120.6K | Q2 2026 |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 1.18% | $48M | 247.8K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 1.18% | $3M | 13.1K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.17% | $3M | 14.9K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 1.16% | $4M | 19.2K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 1.16% | $2M | 10.4K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.16% | $5M | 23.6K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.16% | $3M | 15.0K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 1.16% | $1M | 6.5K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 1.16% | $13M | 69.7K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 1.16% | $31M | 11.8K | Q4 2025OLDER |
| Fjell Capital, LLC$130M AUM | 1.15% | $2M | 7.8K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 1.15% | $1M | 6.5K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.15% | $35M | 179.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 1.15% | $34M | 178.6K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 1.15% | $9M | 48.4K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 1.15% | $3M | 15.5K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 1.14% | $3M | 13.7K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 1.13% | $7M | 34.3K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.13% | $28M | 147.2K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 1.13% | $2M | 10.3K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 1.13% | $4M | 20.8K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 1.12% | $1M | 7.3K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 1.12% | $26M | 135.5K | Q2 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.12% | $23M | 119.6K | Q1 2026OLDER |
| Appaloosa LP$5.9B AUM | 1.11% | $66M | 342.0K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 1.11% | $3M | 13.9K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 1.11% | $5M | 25.8K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 1.10% | $88M | 458.7K | Q1 2026OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 1.10% | $4M | 21.0K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 1.10% | $16M | 93.0K | Q3 2025OLDER |
| DAVIS R M INC$5.6B AUM | 1.10% | $62M | 321.5K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 1.10% | $5M | 27.7K | Q2 2026 |
| Oak Harvest Investment Services$958M AUM | 1.10% | $11M | 54.5K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 1.10% | $6M | 31.5K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.10% | $2M | 8.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 1.09% | $198M | 1.03M | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 1.09% | $5M | 32.3K | Q3 2025OLDER |
| Wynn Capital, LLC$224M AUM | 1.08% | $2M | 12.8K | Q2 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 1.08% | $34M | 178.8K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 1.08% | $2M | 7.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 1.08% | $24M | 122.7K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.08% | $2M | 8.7K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 1.08% | $4.6B | 23.91M | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 1.08% | $6M | 31.3K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 1.08% | $2M | 8.6K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 1.07% | $2M | 12.8K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 1.07% | $2M | 9.9K | Q1 2026OLDER |
| LCM Capital Management Inc$199M AUM | 1.07% | $2M | 11.1K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.07% | $26M | 139.2K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 1.06% | $16M | 84.2K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.06% | $4M | 20.2K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 1.06% | $3M | 14.9K | Q1 2026OLDER |
| Castle Hook Partners LP$23.4B AUM | 1.06% | $248M | 1.29M | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.06% | $1M | 6.3K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.06% | $1M | 6.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 1.06% | $15M | 84.0K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 1.05% | $39M | 200.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 1.05% | $173M | 895.5K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 1.04% | $135M | 700.7K | Q1 2026OLDER |
| Broadway Wealth Solutions, Inc.$193M AUM | 1.04% | $2M | 10.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 1.04% | $614M | 3.35M | Q4 2025OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.04% | $3M | 14.9K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.04% | $20M | 101.4K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 1.03% | $11M | 58.6K | Q2 2026 |
| High Note Wealth, LLC$509M AUM | 1.03% | $5M | 27.2K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 1.03% | $33M | 172.1K | Q1 2026OLDER |
| Essex Bank$452M AUM | 1.03% | $5M | 24.2K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 1.03% | $7M | 36.5K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.03% | $3M | 15.2K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 1.03% | $90M | 467.3K | Q1 2026OLDER |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 1.03% | $7M | 40.1K | Q4 2025OLDER |
| Narwhal Capital Management$1.4B AUM | 1.03% | $14M | 72.2K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 1.03% | $2M | 11.5K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.02% | $2M | 10.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 1.02% | $41M | 210.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.02% | $39M | 207.9K | Q2 2026 |
| Field & Main Bank$344M AUM | 1.02% | $4M | 18.2K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 1.02% | $11M | 60.9K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 1.02% | $4M | 18.3K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 1.02% | $6M | 31.1K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.02% | $2M | 8.8K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 1.01% | $91M | 471.3K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 1.01% | $32M | 165.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 1.01% | $1M | 7.4K | Q2 2026 |
| Emprise Bank$271M AUM | 1.01% | $3M | 14.4K | Q2 2026 |
| Americana Partners, LLC$3.9B AUM | 1.01% | $39M | 201.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 1.01% | $205M | 1.06M | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 1.00% | $24M | 126.6K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 1.00% | $9M | 44.5K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 1.00% | $1M | 7.6K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 1.00% | $88M | 444.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.99% | $733M | 3.80M | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.99% | $4M | 21.0K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.99% | $5M | 26.6K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.99% | $3M | 16.1K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.98% | $6M | 31.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.98% | $6M | 31.1K | Q1 2026OLDER |
| Norman Fields, Gottscho Capital Management, LLC$330M AUM | 0.98% | $3M | 17.0K | Q2 2026 |
| Bolthouse Investments, LLC$111M AUM | 0.97% | $1M | 5.6K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.97% | $1M | 6.2K | Q4 2025OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.97% | $2M | 8.2K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.97% | $2M | 12.2K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.97% | $2M | 9.7K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.97% | $11M | 55.9K | Q1 2026OLDER |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 0.97% | $2M | 9.7K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.96% | $30M | 154.5K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.95% | $2M | 9.8K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.94% | $1M | 6.7K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 0.94% | $69M | 356.9K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.94% | $1M | 5.8K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.94% | $30M | 163.9K | Q4 2025OLDER |
| LRT Capital Management, LLC$107M AUM | 0.94% | $1M | 5.2K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.93% | $3M | 13.5K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.93% | $2M | 12.9K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.93% | $719M | 3.73M | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.93% | $3M | 13.8K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.93% | $2M | 8.3K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.93% | $2M | 8.8K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.93% | $2.8B | 14.15M | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.93% | $53M | 276.8K | Q1 2026OLDER |
| Teewinot Capital Advisers, L.L.C.$1.3B AUM | 0.92% | $12M | 60.0K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.92% | $2M | 9.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.92% | $1.1B | 5.49M | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.92% | $24M | 124.5K | Q2 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.92% | $17M | 86.1K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.92% | $11M | 56.9K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.91% | $13M | 69.8K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.91% | $6M | 33.0K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.91% | $26M | 134.2K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.91% | $4M | 20.8K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.91% | $1M | 7.3K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.91% | $1M | 5.2K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 0.91% | $1M | 6.5K | Q4 2025OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.91% | $1M | 7.3K | Q2 2026 |
| Vann Equity Management LLC$140M AUM | 0.91% | $1M | 6.6K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.91% | $3M | 14.7K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.90% | $13M | 66.8K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.90% | $21M | 109.4K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.90% | $2M | 8.1K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.90% | $56M | 288.9K | Q1 2026OLDER |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 0.90% | $2M | 8.6K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.90% | $1M | 7.8K | Q2 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.90% | $2M | 11.4K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 0.90% | $3M | 15.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.90% | $47M | 241.8K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.89% | $2M | 10.5K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.89% | $988,788 | 5.1K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.89% | $34M | 174.6K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.89% | $2M | 9.2K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.89% | $2M | 10.5K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.89% | $4M | 19.4K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.89% | $1M | 7.5K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.89% | $76M | 394.6K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.89% | $184M | 1.10M | Q3 2025OLDER |
| TICINO WEALTH$288M AUM | 0.88% | $3M | 12.5K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.88% | $6M | 30.4K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.88% | $2M | 10.3K | Q1 2026OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.88% | $13M | 65.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.