RYROYAL BK CDA
CUSIP 780087102 · Yahoo Finance ↗ · Google Finance ↗
Royal Bk Cda (RY) has 931 institutional holders in Filings Flow’s 13F database, together reporting 603.62M shares worth $96.6B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Vanguard Group Inc, and Bank Of Montreal /Can/.
Institutional Holders
931
Q1 2026
Reported Value
$96.6B
Ticker
RY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GFI Investment Counsel Ltd.$731M AUM | 26.03% | $229,429 | 1.3K | Q4 2025OLDER |
| Murchinson Ltd.$791M AUM | 15.18% | $120M | 742.4K | Q1 2026OLDER |
| Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM | 12.10% | $168M | 1.04M | Q1 2026OLDER |
| Galibier Capital Management Ltd.$300M AUM | 10.83% | $32M | 220.5K | Q3 2025OLDER |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 9.62% | $335M | 2.07M | Q1 2026OLDER |
| Blue Sparrow, LLC /DE$5.8B AUM | 9.02% | $527M | 3.26M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 8.52% | $99M | 613.6K | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 8.05% | $9M | 57.2K | Q1 2026OLDER |
| CANERECTOR INC$211M AUM | 7.99% | $17M | 75.0K | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 7.92% | $32M | 200.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 7.79% | $2.2B | 13.45M | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 7.45% | $372M | 2.30M | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 7.27% | $275M | 1.71M | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 6.96% | $7M | 43.8K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 6.79% | $81M | 503.9K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 6.16% | $41M | 253.0K | Q1 2026OLDER |
| Ravenstone Capital Management Inc.$200M AUM | 5.98% | $12M | 74.3K | Q2 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 5.91% | $1.4B | 8.90M | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 5.75% | $27M | 169.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 5.72% | $1.9B | 11.87M | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 5.39% | $3.3B | 20.43M | Q1 2026OLDER |
| Flat Footed LLC$920M AUM | 5.27% | $49M | 300.0K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 5.06% | $178M | 1.10M | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 4.99% | $21M | 130.4K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 4.87% | $89M | 553.5K | Q1 2026OLDER |
| Heathbridge Capital Management Ltd.$275M AUM | 4.84% | $13M | 82.5K | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 4.72% | $168M | 745.8K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 4.68% | $172M | 1.07M | Q1 2026OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 4.55% | $131M | 812.2K | Q1 2026OLDER |
| PERISCOPE CAPITAL INC.$902M AUM | 4.48% | $40M | 250.0K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 4.42% | $58M | 361.0K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 4.40% | $128M | 794.7K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 4.15% | $14M | 83.9K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 4.14% | $1.7B | 10.48M | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 4.04% | $1.8B | 10.83M | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 3.99% | $52M | 324.0K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 3.98% | $4.9B | 30.42M | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 3.89% | $144M | 895.7K | Q1 2026OLDER |
| PCJ Investment Counsel Ltd.$352M AUM | 3.85% | $14M | 83.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 3.80% | $10.2B | 63.19M | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 3.78% | $3.1B | 19.48M | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 3.70% | $229M | 1.42M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 3.60% | $2.1B | 12.76M | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 3.34% | $6M | 35.0K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 3.33% | $20M | 125.6K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 3.23% | $12M | 76.8K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 3.21% | $7M | 42.6K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 3.20% | $6M | 35.2K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 3.17% | $429M | 2.65M | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 3.16% | $5M | 31.4K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 2.94% | $2.0B | 12.67M | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 2.78% | $3.6B | 22.13M | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 2.74% | $24M | 148.5K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 2.66% | $40M | 178.0K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.56% | $29M | 181.9K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 2.55% | $6M | 35.2K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 2.53% | $61M | 378.2K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 2.45% | $2.7B | 16.51M | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 2.37% | $8M | 47.5K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 2.34% | $2.6B | 16.18M | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 2.33% | $681M | 4.22M | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 2.30% | $390M | 2.41M | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 2.13% | $356M | 2.20M | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 2.10% | $36M | 222.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 2.07% | $11.8B | 73.05M | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 2.05% | $3M | 17.2K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 2.00% | $6M | 37.3K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 2.00% | $10M | 62.1K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 1.97% | $440M | 2.44M | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 1.94% | $32M | 196.5K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 1.85% | $80M | 494.8K | Q1 2026OLDER |
| Ativo Capital Management LLC$115M AUM | 1.84% | $2M | 13.1K | Q1 2026OLDER |
| Elite Wealth Management, Inc.$308M AUM | 1.70% | $5M | 32.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 1.68% | $2.0B | 12.13M | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 1.59% | $45M | 276.7K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 1.53% | $112M | 693.6K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 1.51% | $3M | 16.8K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.45% | $109M | 738.0K | Q3 2025OLDER |
| Exeter Financial, LLC$245M AUM | 1.42% | $3M | 21.5K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.38% | $5M | 35.4K | Q3 2025OLDER |
| Palisade Asset Management, LLC$996M AUM | 1.37% | $14M | 84.2K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 1.34% | $4M | 23.5K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 1.33% | $243M | 1.65M | Q3 2025OLDER |
| EDMP, INC.$124M AUM | 1.29% | $2M | 9.9K | Q1 2026OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 1.28% | $10M | 44.0K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 1.28% | $6M | 35.4K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 1.24% | $3M | 16.2K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.22% | $9M | 53.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 1.21% | $387M | 2.40M | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.16% | $68M | 420.4K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 1.14% | $17M | 103.5K | Q1 2026OLDER |
| Ninepoint Partners LP$904M AUM | 1.07% | $10M | 56.7K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 1.04% | $1.6B | 9.97M | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 1.03% | $2M | 10.7K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.97% | $603M | 3.73M | Q1 2026OLDER |
| Caldwell Investment Management Ltd.$255M AUM | 0.97% | $2M | 15.6K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.95% | $1M | 6.5K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.92% | $14M | 88.9K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.89% | $2M | 11.9K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 0.88% | $93M | 639.1K | Q3 2025OLDER |
| Ategra Capital Management, LLC$201M AUM | 0.87% | $1M | 10.0K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.86% | $1.6B | 9.85M | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.83% | $4M | 26.5K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.83% | $128M | 792.3K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.83% | $6M | 39.8K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.83% | $965,608 | 6.0K | Q1 2026OLDER |
| DKRT Investments Corp.$395M AUM | 0.82% | $3M | 20.0K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.80% | $4M | 26.2K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.80% | $21M | 131.1K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.79% | $5M | 29.2K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 0.78% | $6M | 26.8K | Q2 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.78% | $3M | 21.2K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.76% | $29M | 180.0K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 0.75% | $4M | 25.0K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.72% | $3M | 15.7K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.72% | $3M | 19.2K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.71% | $110M | 681.4K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 0.69% | $763,278 | 4.7K | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.68% | $45M | 278.2K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.67% | $2M | 11.8K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.62% | $3M | 16.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.62% | $7M | 43.1K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.59% | $958,547 | 5.9K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.58% | $21M | 93.4K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.58% | $970,680 | 6.0K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.58% | $88M | 391.9K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.57% | $49M | 290.0K | Q4 2025OLDER |
| New England Research & Management, Inc.$257M AUM | 0.57% | $1M | 7.1K | Q2 2026 |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.56% | $34M | 210.5K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.54% | $42M | 260.6K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.53% | $8M | 48.8K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.52% | $2M | 139.8K | Q4 2025OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.52% | $3M | 17.4K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.52% | $26M | 158.4K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.52% | $3M | 21.4K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.51% | $13M | 83.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.51% | $2.0B | 12.31M | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.50% | $16M | 98.6K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.50% | $745,159 | 4.6K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.50% | $3M | 16.3K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.49% | $33M | 205.1K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.49% | $2M | 8.5K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.48% | $2M | 12.6K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.48% | $298M | 1.85M | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.48% | $1M | 8.4K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.46% | $786,898 | 4.9K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.46% | $680,981 | 4.2K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.45% | $804,047 | 5.0K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.43% | $129M | 798.1K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.43% | $110M | 664.7K | Q2 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.43% | $69M | 426.4K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.42% | $7M | 48.8K | Q3 2025OLDER |
| Andra AP-fonden$8.4B AUM | 0.42% | $35M | 157.1K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.42% | $8M | 48.2K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.41% | $2M | 12.2K | Q4 2025OLDER |
| Qtron Investments LLC$738M AUM | 0.41% | $3M | 18.8K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.41% | $329M | 1.59M | Q2 2026 |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 0.41% | $22M | 97.1K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.41% | $7M | 44.3K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.41% | $1M | 7.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.39% | $457M | 2.83M | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.39% | $939,942 | 5.8K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.39% | $14M | 89.1K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.39% | $122M | 868.9K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.38% | $26M | 158.7K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.38% | $10M | 62.5K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 0.38% | $875,553 | 5.4K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.37% | $48M | 295.7K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.37% | $1.1B | 6.71M | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.36% | $752,924 | 4.7K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.36% | $529,668 | 3.3K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.35% | $69M | 403.0K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.35% | $35M | 218.6K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.34% | $4M | 25.5K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.33% | $196M | 1.22M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.33% | $113M | 696.3K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.33% | $459,473 | 2.2K | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.33% | $28M | 170.8K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.33% | $362,387 | 2.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.32% | $1.4B | 8.65M | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.32% | $2M | 15.2K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.32% | $428,072 | 2.4K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.32% | $1M | 7.2K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.32% | $153M | 950.0K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.31% | $614,764 | 3.8K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.31% | $671,511 | 4.2K | Q1 2026OLDER |
| Pembroke Management, LTD$691M AUM | 0.31% | $2M | 13.3K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.30% | $321,942 | 2.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.30% | $2M | 10.4K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.30% | $14M | 63.5K | Q1 2026OLDER |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 0.30% | $34M | 152.1K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.30% | $775,920 | 4.8K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.29% | $520,770 | 3.2K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.29% | $1M | 6.9K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.29% | $731,246 | 4.5K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.29% | $339,738 | 2.1K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.28% | $807,444 | 5.0K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.28% | $369,667 | 2.3K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.28% | $383,929 | 1.9K | Q2 2026 |
| Columbus Macro, LLC$936M AUM | 0.28% | $3M | 16.2K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.28% | $53M | 328.5K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.28% | $6M | 39.2K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.27% | $1M | 6.2K | Q2 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.26% | $29M | 170.9K | Q2 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.26% | $376,947 | 2.3K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 0.26% | $869,406 | 5.4K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.26% | $641,213 | 3.8K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.26% | $6M | 34.3K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.25% | $25M | 153.3K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.25% | $590,459 | 4.0K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.25% | $3M | 21.0K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.25% | $13M | 82.6K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.25% | $791,698 | 5.4K | Q3 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.24% | $3M | 20.1K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.24% | $8M | 48.7K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.24% | $1M | 5.2K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.23% | $4M | 25.0K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.23% | $39M | 240.5K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.23% | $1M | 7.0K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.23% | $365,137 | 2.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.22% | $25M | 147.9K | Q4 2025OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.22% | $2M | 13.4K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.22% | $1M | 6.7K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.22% | $2M | 9.4K | Q1 2026OLDER |
| AMG Asset Management Group, Inc.$129M AUM | 0.22% | $286,836 | 1.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.22% | $102M | 634.0K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.22% | $339,253 | 2.1K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.22% | $1M | 8.0K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.22% | $427,334 | 2.6K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.22% | $24M | 150.5K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.22% | $222,933 | 1.4K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.21% | $295,734 | 1.8K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.21% | $2M | 11.2K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.21% | $6M | 35.6K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.21% | $473,849 | 3.8K | Q2 2026 |
| FORA Capital, LLC$1.4B AUM | 0.21% | $3M | 17.4K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.20% | $1M | 7.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.20% | $7M | 41.6K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.20% | $256,143 | 1.6K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.20% | $8M | 50.5K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.20% | $2M | 12.3K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.19% | $539,142 | 3.3K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.19% | $48M | 205.8K | Q4 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.19% | $222M | 1.38M | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.19% | $226,492 | 1.4K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.19% | $1M | 6.5K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.19% | $1M | 6.3K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.19% | $3M | 17.1K | Q4 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.18% | $773,275 | 4.8K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.18% | $3M | 15.9K | Q2 2026 |
| Old Peak Finance LLC$171M AUM | 0.18% | $313,530 | 1.9K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.18% | $566,230 | 3.5K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.18% | $580,790 | 3.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.18% | $2M | 9.4K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.18% | $65M | 443.6K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.18% | $164M | 1.03M | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.18% | $262,731 | 1.6K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.18% | $4M | 22.6K | Q4 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.17% | $896,261 | 5.5K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.17% | $209,505 | 1.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.17% | $4M | 28.7K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.17% | $6.8B | 42.22M | Q1 2026OLDER |
| ARGA Investment Management, LP$3.0B AUM | 0.17% | $5M | 31.8K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.17% | $832,358 | 5.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.17% | $11.5B | 67.63M | Q4 2025OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.17% | $5M | 31.3K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.17% | $1M | 6.4K | Q2 2026 |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.16% | $218,057 | 1.3K | Q4 2025OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.16% | $455,411 | 2.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.16% | $71M | 442.1K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.16% | $472,559 | 2.9K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.16% | $1M | 6.2K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.16% | $477M | 2.16M | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.16% | $288,644 | 2.0K | Q3 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.16% | $9M | 56.3K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.15% | $242,994 | 1.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.15% | $928,617 | 5.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.15% | $2M | 8.1K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.15% | $545,657 | 3.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.15% | $46M | 286.2K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.15% | $253,709 | 1.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.15% | $2.4B | 14.35M | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.15% | $34M | 214.0K | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.15% | $29M | 172.7K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.15% | $7M | 41.5K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.14% | $523,312 | 3.2K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.14% | $37M | 228.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.14% | $5M | 32.6K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.14% | $455,679 | 2.8K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.14% | $495,813 | 2.9K | Q4 2025OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.14% | $27M | 168.2K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.14% | $575,451 | 3.6K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $459,293 | 2.8K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.14% | $202,225 | 1.3K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 0.14% | $250,112 | 1.5K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.14% | $40M | 248.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.14% | $259,333 | 1.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.14% | $227M | 1.41M | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.14% | $343,056 | 2.1K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.14% | $1M | 6.6K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.13% | $451,852 | 2.8K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.13% | $209,362 | 1.2K | Q4 2025OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 0.13% | $768,293 | 4.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.13% | $7M | 42.6K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.13% | $5M | 28.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.13% | $3M | 19.6K | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.13% | $36M | 222.6K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.13% | $391M | 2.42M | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.13% | $338,282 | 2.1K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.13% | $2M | 12.1K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.13% | $894,050 | 5.5K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.12% | $586,832 | 3.6K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.12% | $454M | 2.81M | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.12% | $1M | 6.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.12% | $3M | 19.7K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.12% | $366,183 | 2.3K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.12% | $10M | 58.9K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.12% | $273,246 | 1.7K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.12% | $129,586 | 801 | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.12% | $778,873 | 5.3K | Q3 2025OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.12% | $202,063 | 1.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.12% | $24M | 149.9K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.12% | $726,069 | 4.5K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.12% | $2.2B | 13.91M | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.12% | $1M | 6.4K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.12% | $585,122 | 3.4K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.12% | $2M | 9.7K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.12% | $101M | 626.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.12% | $65M | 404.0K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.12% | $518,828 | 3.2K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 0.11% | $203,519 | 1.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $983,622 | 6.1K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.11% | $621,559 | 3.8K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.11% | $61M | 358.7K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $5M | 27.5K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.11% | $129,424 | 800 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.11% | $7M | 42.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.11% | $22M | 136.4K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.11% | $539,212 | 3.3K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.11% | $214,682 | 1.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.11% | $4M | 21.8K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.11% | $558,611 | 2.7K | Q2 2026 |
| Rodgers Brothers Inc.$866M AUM | 0.11% | $930,235 | 5.8K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.11% | $372,741 | 2.3K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.11% | $275,735 | 1.7K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.11% | $101M | 628.8K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.11% | $206,006 | 1.3K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.11% | $200,769 | 1.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.11% | $6M | 37.8K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.10% | $271,790 | 1.7K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.10% | $452,984 | 2.8K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 0.10% | $203,395 | 1.2K | Q4 2025OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.10% | $2M | 11.4K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.10% | $2M | 10.2K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.10% | $391,847 | 2.4K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.10% | $99,225 | 582 | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.10% | $5M | 29.5K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.10% | $2M | 11.6K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.10% | $278,099 | 1.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.10% | $120M | 741.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.10% | $7M | 40.5K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.10% | $490,519 | 2.4K | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.10% | $389M | 2.40M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.09% | $614M | 3.81M | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.09% | $2M | 11.5K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 0.09% | $5M | 23.5K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.09% | $56M | 345.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.09% | $7M | 32.2K | Q2 2026 |
| Basecamp Wealth Advisors LLC$469M AUM | 0.09% | $428,100 | 2.5K | Q2 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.09% | $4M | 26.6K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.09% | $3M | 21.6K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.09% | $2M | 8.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.09% | $789M | 4.87M | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.09% | $242,670 | 1.5K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.09% | $178,202 | 861 | Q2 2026 |
| BNP PARIBAS$3.1B AUM | 0.09% | $3M | 17.2K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.09% | $646,679 | 4.0K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.09% | $809,871 | 5.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.09% | $4M | 21.8K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.09% | $626,412 | 3.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.09% | $739,799 | 4.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.09% | $417M | 2.58M | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.09% | $325,825 | 2.0K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.09% | $210,896 | 1.2K | Q4 2025OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.09% | $547,886 | 3.4K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.09% | $1M | 7.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.08% | $76M | 472.2K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.08% | $4M | 24.8K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.08% | $208,859 | 1.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.08% | $8M | 52.2K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.08% | $255,451 | 1.6K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.08% | $8M | 48.8K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.08% | $889,952 | 5.5K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.08% | $230,673 | 1.4K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.08% | $426M | 2.65M | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.08% | $241,699 | 1.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.08% | $437,777 | 2.7K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.08% | $995,433 | 6.2K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.08% | $828,799 | 5.1K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.08% | $6M | 40.6K | Q3 2025OLDER |
| FORBES J M & CO LLP$1.2B AUM | 0.08% | $905,968 | 5.6K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.08% | $278,423 | 1.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $4M | 27.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.08% | $5M | 30.8K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.08% | $431,119 | 2.1K | Q2 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.08% | $454,286 | 2.8K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.07% | $271,629 | 1.7K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.07% | $1M | 7.7K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.07% | $215,815 | 1.3K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.07% | $6M | 38.4K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.07% | $91,930 | 444 | Q2 2026 |
| Firestone Capital Management$480M AUM | 0.07% | $345,239 | 2.1K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.07% | $463,922 | 2.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.07% | $108,878 | 673 | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.07% | $444,158 | 2.1K | Q2 2026 |
| Invesco Ltd.$653.3B AUM | 0.07% | $463M | 2.86M | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.07% | $307,036 | 2.1K | Q3 2025OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.07% | $2M | 13.1K | Q4 2025OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.07% | $430,011 | 2.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.07% | $1.1B | 6.85M | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.07% | $3M | 19.7K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.07% | $279,160 | 1.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $937,677 | 5.8K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.07% | $1M | 6.8K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $282,306 | 1.7K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.07% | $898,652 | 6.1K | Q3 2025OLDER |
| Stiles Financial Services Inc$327M AUM | 0.07% | $217,075 | 1.3K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.07% | $232,801 | 1.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $9M | 54.5K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.06% | $653,197 | 3.2K | Q2 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.06% | $440,365 | 2.7K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.06% | $657,921 | 3.9K | Q4 2025OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.06% | $242,509 | 1.5K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.06% | $246,876 | 1.5K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.06% | $459,745 | 2.6K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.06% | $802,105 | 5.0K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.06% | $235,869 | 1.5K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.06% | $3M | 19.4K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.06% | $280,688 | 1.7K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $237,248 | 1.1K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.06% | $29M | 176.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.06% | $908,880 | 5.6K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.06% | $12M | 84.7K | Q3 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.06% | $983,622 | 6.1K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.06% | $3M | 15.5K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.06% | $3M | 16.7K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.06% | $926,999 | 5.7K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.06% | $281,434 | 1.7K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.06% | $2M | 16.4K | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.06% | $13M | 78.6K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.06% | $323,560 | 2.0K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.06% | $403,318 | 2.5K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.06% | $1M | 7.6K | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 0.06% | $16M | 97.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.06% | $173M | 1.02M | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.06% | $31M | 191.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 13.8K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $461,558 | 2.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 7.8K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.05% | $3M | 18.6K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.05% | $1M | 6.5K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.05% | $469,809 | 2.9K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.05% | $282,791 | 1.7K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.05% | $72,171 | 419 | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $391,776 | 2.4K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.05% | $513,246 | 2.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 6.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.05% | $110M | 686.5K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.05% | $201,912 | 1.2K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.05% | $704,112 | 3.4K | Q2 2026 |
| Balefire, LLC$613M AUM | 0.05% | $304,246 | 1.5K | Q2 2026 |
| Moloney Securities Asset Management, LLC$840M AUM | 0.05% | $415,590 | 2.8K | Q3 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.05% | $66,815 | 413 | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.05% | $2M | 9.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.05% | $116M | 681.9K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.05% | $532,186 | 3.3K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.05% | $164,162 | 730 | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $811,488 | 5.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $1M | 8.8K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.05% | $412,539 | 2.5K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.05% | $251,244 | 1.6K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.05% | $210,554 | 1.2K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $7M | 44.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.04% | $6M | 33.3K | Q4 2025OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.04% | $99,495 | 615 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.04% | $171,811 | 1.1K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.04% | $17M | 103.2K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.04% | $231,831 | 1.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.04% | $69,890 | 432 | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.04% | $692,091 | 4.3K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.04% | $161M | 999.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $728M | 4.27M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.04% | $2M | 12.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $28M | 163.4K | Q4 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.04% | $14M | 86.7K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.04% | $41M | 253.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 13.9K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.04% | $249,788 | 1.5K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.04% | $316,765 | 2.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.04% | $189,445 | 1.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.