SBUXSTARBUCKS CORP
CUSIP 855244109 · Yahoo Finance ↗ · Google Finance ↗
Starbucks Corp (SBUX) has 2,319 institutional holders in Filings Flow’s 13F database, together reporting 926.71M shares worth $80.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Capital World Investors, and Capital Research Global Investors.
Institutional Holders
2,319
Q1 2026
Reported Value
$80.5B
Ticker
SBUX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| OCO Capital Partners, L.P.$408M AUM | 32.42% | $168M | 2.00M | Q4 2025OLDER |
| MSA Advisors, LLC$333M AUM | 9.27% | $31M | 344.1K | Q1 2026OLDER |
| Pacifica Capital Investments, LLC$294M AUM | 7.51% | $22M | 246.2K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 5.69% | $6M | 68.6K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 4.79% | $9M | 96.4K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 4.76% | $6M | 65.7K | Q1 2026OLDER |
| COERENTE CAPITAL MANAGEMENT$537M AUM | 3.59% | $19M | 215.5K | Q1 2026OLDER |
| LONE PINE CAPITAL LLC$12.5B AUM | 3.42% | $471M | 5.56M | Q3 2025OLDER |
| William Allan Corp$169M AUM | 3.37% | $6M | 63.6K | Q1 2026OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 3.20% | $56M | 629.8K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 3.13% | $453M | 5.06M | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 2.90% | $4M | 42.2K | Q2 2026 |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 2.87% | $24M | 273.3K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 2.78% | $16M | 152.7K | Q2 2026 |
| Woodson Capital Management, LP$636M AUM | 2.74% | $15M | 180.0K | Q3 2025OLDER |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC$837M AUM | 2.69% | $23M | 251.3K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 2.44% | $69M | 771.4K | Q1 2026OLDER |
| Long Road Investment Counsel, LLC$255M AUM | 2.41% | $6M | 68.6K | Q1 2026OLDER |
| Georgetown University$221M AUM | 2.39% | $7M | 84.6K | Q3 2025OLDER |
| HS Management Partners, LLC$286M AUM | 2.37% | $7M | 75.6K | Q1 2026OLDER |
| Darwins River Capital, LP$187M AUM | 2.16% | $4M | 45.0K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 2.05% | $3M | 28.0K | Q2 2026 |
| Governors Lane LP$1.6B AUM | 2.00% | $31M | 350.0K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 1.97% | $3M | 36.4K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 1.95% | $34M | 405.5K | Q4 2025OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 1.94% | $3M | 28.5K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.92% | $8M | 86.8K | Q1 2026OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 1.92% | $117M | 1.30M | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 1.88% | $3M | 32.7K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 1.84% | $4M | 47.1K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 1.83% | $20M | 222.6K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 1.82% | $3M | 32.1K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 1.81% | $10M | 114.7K | Q1 2026OLDER |
| Venator Management LLC$416M AUM | 1.80% | $8M | 83.7K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 1.80% | $2M | 20.9K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 1.79% | $4M | 43.8K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 1.75% | $3M | 37.0K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 1.73% | $20M | 237.9K | Q3 2025OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 1.73% | $3M | 38.5K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 1.69% | $16M | 181.0K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 1.67% | $21M | 229.3K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 1.65% | $6M | 65.0K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.64% | $14M | 150.7K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 1.64% | $10M | 106.3K | Q1 2026OLDER |
| TREMBLANT CAPITAL GROUP$3.1B AUM | 1.64% | $51M | 567.4K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 1.63% | $5M | 51.3K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 1.59% | $2M | 26.1K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 1.59% | $4M | 48.5K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 1.59% | $2M | 22.7K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.57% | $2M | 20.4K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.57% | $8M | 95.0K | Q4 2025OLDER |
| Family Capital Trust Co$276M AUM | 1.56% | $4M | 48.0K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.55% | $3M | 31.8K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 1.49% | $3M | 28.2K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 1.49% | $2M | 27.9K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 1.47% | $6M | 69.2K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.45% | $3M | 34.2K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.43% | $4M | 50.1K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.43% | $5M | 52.6K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 1.42% | $9.2B | 102.35M | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.42% | $20M | 221.6K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 1.39% | $7M | 81.4K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 1.39% | $13M | 140.5K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 1.39% | $2M | 22.4K | Q4 2025OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.36% | $4M | 50.1K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 1.35% | $3M | 33.2K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 1.35% | $3M | 33.2K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 1.33% | $2M | 22.5K | Q1 2026OLDER |
| Dauntless Investment Group, LLC$151M AUM | 1.31% | $2M | 24.8K | Q3 2025OLDER |
| CONWAY CAPITAL MANAGEMENT, INC.$214M AUM | 1.27% | $3M | 30.4K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.26% | $11M | 125.2K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 1.26% | $9.3B | 103.32M | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 1.26% | $2M | 21.1K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 1.25% | $203M | 2.27M | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 1.24% | $15M | 171.8K | Q1 2026OLDER |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 1.24% | $17M | 204.3K | Q3 2025OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 1.24% | $8M | 94.0K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 1.24% | $6M | 67.0K | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 1.23% | $2M | 18.7K | Q3 2025OLDER |
| GHE, LLC$241M AUM | 1.22% | $3M | 32.9K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.22% | $3M | 31.2K | Q3 2025OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 1.19% | $2M | 20.5K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 1.17% | $1M | 15.2K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.17% | $7M | 79.7K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.14% | $58M | 646.6K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 1.13% | $3M | 36.5K | Q3 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 1.13% | $840M | 9.38M | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 1.13% | $4M | 45.2K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 1.11% | $86M | 959.0K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 1.10% | $15M | 165.4K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 1.10% | $2M | 22.7K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.09% | $5M | 61.4K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 1.08% | $5M | 61.2K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 1.08% | $8M | 93.6K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 1.08% | $3M | 34.4K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 1.08% | $14M | 157.2K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.07% | $32M | 359.4K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 1.07% | $2M | 18.4K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 1.05% | $5M | 57.9K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 1.05% | $28M | 316.2K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 1.04% | $9M | 96.2K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 1.03% | $6M | 67.6K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 1.03% | $63M | 703.2K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 1.03% | $8M | 90.7K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 1.02% | $14M | 154.7K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 1.02% | $13M | 143.2K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 1.02% | $6M | 66.5K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 1.02% | $24M | 269.5K | Q1 2026OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 1.01% | $3M | 32.1K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.99% | $1M | 13.4K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.98% | $2M | 22.4K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 0.97% | $1M | 14.0K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.97% | $8M | 91.6K | Q1 2026OLDER |
| Paul R. Ried Financial Group, LLC$229M AUM | 0.97% | $2M | 21.6K | Q2 2026 |
| Tevis Investment Management$176M AUM | 0.96% | $2M | 18.9K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.96% | $1M | 15.1K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.96% | $5M | 50.4K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.95% | $3M | 33.1K | Q1 2026OLDER |
| BENDER ROBERT & ASSOCIATES$417M AUM | 0.95% | $4M | 44.0K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.94% | $3M | 33.6K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.94% | $38M | 427.9K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.94% | $2M | 25.4K | Q1 2026OLDER |
| REIK & CO., LLC$363M AUM | 0.93% | $3M | 37.7K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.93% | $148M | 1.65M | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.91% | $2M | 22.3K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.90% | $5M | 59.1K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.90% | $2M | 24.8K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.88% | $4M | 44.6K | Q2 2026 |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.88% | $2M | 17.7K | Q3 2025OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 0.87% | $3M | 25.4K | Q2 2026 |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.86% | $4M | 46.3K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.86% | $1M | 11.8K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.84% | $13M | 145.8K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.84% | $2M | 22.3K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 0.83% | $1M | 11.6K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.83% | $3M | 31.0K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.83% | $5M | 60.0K | Q1 2026OLDER |
| Samjo Management, LLC$231M AUM | 0.83% | $2M | 21.3K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.83% | $6M | 61.5K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.82% | $82M | 847.9K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.82% | $7M | 66.0K | Q2 2026 |
| Sciencast Management LP$785M AUM | 0.81% | $4M | 51.3K | Q3 2025OLDER |
| Hixon Zuercher, LLC$321M AUM | 0.81% | $3M | 28.9K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.81% | $1M | 13.06M | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.81% | $2M | 22.1K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.80% | $859,451 | 9.6K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.80% | $925,766 | 8.7K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 0.80% | $1M | 12.2K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.80% | $3M | 33.8K | Q1 2026OLDER |
| CDC Financial, Inc.$157M AUM | 0.80% | $2M | 17.3K | Q4 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 0.79% | $8M | 84.9K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.79% | $7M | 74.0K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.79% | $2M | 25.0K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.78% | $1M | 15.7K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.78% | $9M | 107.1K | Q4 2025OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.78% | $21M | 233.9K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.77% | $52M | 581.1K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.77% | $833,833 | 9.5K | Q2 2026 |
| Van Diest Capital, LLC$127M AUM | 0.77% | $975,288 | 10.9K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.75% | $780,777 | 8.7K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.74% | $9M | 105.0K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.74% | $836,412 | 9.3K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.74% | $7M | 81.9K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.73% | $6M | 63.4K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.72% | $2M | 20.9K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.72% | $7M | 75.0K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.72% | $18M | 202.7K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.71% | $1M | 13.6K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 0.70% | $3M | 28.0K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 0.69% | $2M | 19.5K | Q2 2026 |
| Northstar Group, Inc.$707M AUM | 0.69% | $5M | 54.8K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.69% | $2M | 21.3K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.69% | $1M | 15.6K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 0.69% | $15M | 171.6K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.69% | $5M | 52.8K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.69% | $3M | 28.7K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.68% | $2M | 17.5K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 0.67% | $1M | 14.1K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.67% | $18M | 200.4K | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.66% | $50M | 559.9K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.66% | $753,113 | 8.4K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.66% | $2M | 19.3K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.65% | $831,739 | 9.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.65% | $72M | 798.2K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 0.65% | $2M | 25.4K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.64% | $20M | 228.7K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.64% | $1M | 11.9K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.64% | $1M | 12.2K | Q1 2026OLDER |
| Chapman Investment Management, LLC$121M AUM | 0.64% | $770,384 | 8.6K | Q1 2026OLDER |
| Panoramic Capital, LLC$142M AUM | 0.64% | $904,859 | 10.1K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.64% | $2M | 21.2K | Q1 2026OLDER |
| Crew Capital Management, Ltd$151M AUM | 0.63% | $953,865 | 10.6K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.63% | $3M | 31.4K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.63% | $2M | 17.2K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.62% | $6M | 67.3K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.62% | $42M | 468.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.62% | $2M | 21.0K | Q4 2025OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.62% | $788,242 | 8.2K | Q4 2025OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.61% | $2M | 27.4K | Q4 2025OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.61% | $5M | 54.5K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.61% | $810,814 | 7.7K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.61% | $2M | 24.8K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.61% | $14M | 155.7K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.61% | $13M | 143.7K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.60% | $3M | 28.2K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 0.60% | $2M | 20.7K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.60% | $6M | 62.7K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.60% | $2M | 12.7K | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.60% | $24M | 270.3K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.59% | $7M | 75.2K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.59% | $5M | 50.7K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.58% | $1M | 11.8K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.58% | $8M | 87.7K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.57% | $7M | 79.3K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.57% | $1M | 12.8K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.57% | $1M | 12.3K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.57% | $1M | 14.9K | Q3 2025OLDER |
| Nautilus Advisors LLC$146M AUM | 0.57% | $827,647 | 9.2K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.56% | $73M | 815.0K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 0.56% | $1M | 12.3K | Q2 2026 |
| Lynch Asset Management, Inc.$298M AUM | 0.56% | $2M | 18.7K | Q1 2026OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 0.56% | $728,623 | 8.7K | Q4 2025OLDER |
| Kennebec Savings Bank$111M AUM | 0.56% | $624,442 | 7.0K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.55% | $4M | 39.9K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.55% | $770,116 | 8.6K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.55% | $46M | 549.8K | Q4 2025OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.55% | $1M | 12.1K | Q2 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.55% | $2M | 27.7K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.55% | $2M | 17.5K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.54% | $3M | 38.1K | Q1 2026OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 0.54% | $8M | 83.8K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.54% | $1M | 16.2K | Q3 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.54% | $31M | 349.4K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.54% | $73M | 819.8K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.54% | $3M | 32.6K | Q4 2025OLDER |
| Hofer & Associates. Inc$186M AUM | 0.54% | $1M | 11.2K | Q1 2026OLDER |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 0.54% | $750,126 | 8.4K | Q1 2026OLDER |
| MARS JEWETT FINANCIAL GROUP, INC.$316M AUM | 0.54% | $2M | 18.9K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.53% | $4M | 41.7K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 0.53% | $2M | 24.6K | Q3 2025OLDER |
| Auxano Advisors, LLC$501M AUM | 0.53% | $3M | 29.6K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.53% | $6M | 62.0K | Q1 2026OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.52% | $1M | 16.2K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.52% | $576,836 | 6.4K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 0.52% | $612,168 | 6.8K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.52% | $2M | 23.9K | Q2 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.52% | $641,550 | 7.2K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.51% | $684,131 | 7.6K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.51% | $2M | 25.8K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.51% | $15M | 172.2K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.51% | $3M | 29.5K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.51% | $1M | 18.1K | Q3 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.50% | $2M | 16.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.50% | $1M | 14.8K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.50% | $4M | 48.9K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.50% | $4M | 40.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.50% | $752,018 | 8.4K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.50% | $18M | 198.8K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.50% | $2M | 19.8K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.50% | $1M | 13.2K | Q2 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.50% | $2M | 17.9K | Q1 2026OLDER |
| Norman Fields, Gottscho Capital Management, LLC$330M AUM | 0.49% | $2M | 15.9K | Q2 2026 |
| PATRON PARTNERS, LLC$226M AUM | 0.49% | $1M | 12.5K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.49% | $2M | 18.5K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.49% | $495,522 | 5.5K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.49% | $491,015 | 5.5K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.49% | $4M | 49.7K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.48% | $650,433 | 7.3K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.48% | $5M | 52.0K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.47% | $4M | 40.3K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.47% | $963,002 | 11.4K | Q3 2025OLDER |
| PFW Advisors LLC$318M AUM | 0.47% | $2M | 18.6K | Q4 2025OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.47% | $3M | 33.3K | Q2 2026 |
| Walleye Trading LLC$60.0B AUM | 0.47% | $282M | 3.15M | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.47% | $56M | 623.8K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.47% | $571,878 | 6.0K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.47% | $2M | 22.4K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.46% | $6M | 62.4K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.46% | $2M | 25.0K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.46% | $540,564 | 6.0K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.46% | $191M | 2.13M | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.46% | $5M | 55.9K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 0.46% | $3M | 32.6K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.46% | $2M | 24.9K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.46% | $3M | 27.0K | Q2 2026 |
| Sicart Associates LLC$389M AUM | 0.45% | $2M | 19.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.45% | $3M | 28.7K | Q2 2026 |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.45% | $2M | 19.3K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.45% | $2M | 21.0K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.45% | $953,840 | 10.6K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.45% | $13M | 146.5K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.45% | $3M | 27.9K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.44% | $761,554 | 7.5K | Q2 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.44% | $7M | 75.8K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.44% | $2M | 23.7K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.44% | $28M | 315.1K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.44% | $2M | 21.7K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.44% | $3M | 31.6K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.44% | $3M | 36.1K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.44% | $22M | 241.8K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.43% | $644,421 | 7.2K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.43% | $453,247 | 5.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.43% | $1M | 11.2K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.43% | $5M | 57.2K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.43% | $804,206 | 9.6K | Q4 2025OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.43% | $7M | 78.8K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.43% | $1M | 16.7K | Q1 2026OLDER |
| Night Squared LP$681M AUM | 0.42% | $3M | 32.2K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.42% | $781,135 | 8.7K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.42% | $972,582 | 13.9K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.42% | $1M | 13.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.42% | $30M | 295.2K | Q2 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 0.42% | $806,310 | 9.0K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.41% | $10M | 106.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.41% | $1M | 13.8K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.41% | $999,105 | 11.2K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 0.41% | $447,950 | 5.0K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.41% | $2M | 15.5K | Q2 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.41% | $2M | 21.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.41% | $5M | 53.1K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.41% | $325M | 3.18M | Q2 2026 |
| Canopy Partners, LLC$291M AUM | 0.41% | $1M | 13.2K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.40% | $1M | 12.4K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.40% | $3M | 36.1K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.40% | $1M | 12.2K | Q1 2026OLDER |
| STF Management LP$107M AUM | 0.40% | $425,261 | 5.0K | Q4 2025OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.40% | $830,523 | 9.8K | Q3 2025OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.40% | $3M | 33.5K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.39% | $10M | 117.0K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.39% | $483,594 | 5.7K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.39% | $1M | 11.3K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.39% | $1M | 14.9K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.39% | $5M | 54.7K | Q3 2025OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.39% | $2M | 22.4K | Q4 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.39% | $595,838 | 6.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.38% | $269M | 3.02M | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.38% | $27M | 297.8K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.38% | $426,861 | 5.1K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.38% | $897,513 | 10.0K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 0.38% | $560,832 | 6.3K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 0.37% | $892,323 | 8.7K | Q2 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.37% | $1.1B | 12.25M | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.37% | $687,090 | 7.7K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.36% | $997,585 | 11.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.36% | $1M | 11.4K | Q2 2026 |
| Randall & Associates Wealth Management$148M AUM | 0.36% | $514,945 | 6.1K | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.35% | $13M | 142.5K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.35% | $70M | 777.7K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.35% | $665,833 | 7.4K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.35% | $3M | 33.7K | Q2 2026 |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.35% | $21M | 233.0K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.35% | $3M | 31.1K | Q4 2025OLDER |
| Audent Global Asset Management, LLC$100M AUM | 0.35% | $347,878 | 3.9K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.35% | $2M | 17.2K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.35% | $3M | 33.8K | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.35% | $487,728 | 5.4K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.34% | $859,706 | 9.6K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.34% | $32M | 373.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.34% | $3M | 32.8K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 0.34% | $1M | 13.0K | Q1 2026OLDER |
| Rezny Wealth Management, Inc.$464M AUM | 0.34% | $2M | 19.1K | Q3 2025OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.34% | $22M | 249.2K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.33% | $355,045 | 4.0K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.33% | $352,579 | 3.3K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.33% | $1M | 13.4K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.33% | $2M | 25.8K | Q3 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.33% | $3M | 38.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.33% | $5M | 46.5K | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.33% | $9M | 100.0K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.33% | $340,464 | 3.5K | Q4 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.33% | $744,950 | 8.3K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.33% | $8M | 92.8K | Q4 2025OLDER |
| JBGlobal.com LLC$114M AUM | 0.32% | $369,901 | 3.6K | Q2 2026 |
| Sky Investment Group LLC$583M AUM | 0.32% | $2M | 21.1K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.32% | $685,934 | 6.5K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.32% | $1M | 12.6K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.32% | $601,686 | 6.7K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.32% | $349,504 | 3.9K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.32% | $839,996 | 9.4K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.32% | $494,985 | 5.5K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.32% | $461,657 | 5.2K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.32% | $886,850 | 9.9K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.32% | $2M | 18.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.32% | $3M | 36.8K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.32% | $970,269 | 10.8K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.32% | $9M | 103.8K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.31% | $969,991 | 10.8K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.31% | $4M | 48.7K | Q1 2026OLDER |
| O'Keefe Stevens Advisory, Inc.$405M AUM | 0.31% | $1M | 14.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.31% | $65M | 773.8K | Q3 2025OLDER |
| Clark & Stuart, Inc$148M AUM | 0.31% | $461,389 | 5.2K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.31% | $479,127 | 5.3K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.31% | $1M | 13.7K | Q1 2026OLDER |
| PYA Waltman Capital, LLC$361M AUM | 0.31% | $1M | 12.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.31% | $50M | 561.5K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.31% | $609,659 | 6.8K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.31% | $30M | 451.7K | Q2 2026 |
| Probity Advisors, Inc.$631M AUM | 0.31% | $2M | 21.7K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.31% | $2M | 16.4K | Q2 2026 |
| Rydar Equities, Inc.$129M AUM | 0.31% | $396,562 | 4.4K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.31% | $338,654 | 4.0K | Q3 2025OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.30% | $516,845 | 5.8K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.30% | $1M | 14.6K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.30% | $2M | 20.2K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.30% | $894,646 | 10.0K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.30% | $3M | 34.5K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.30% | $1M | 15.6K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.30% | $3M | 33.1K | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 0.30% | $5M | 53.0K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.30% | $4M | 45.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.30% | $24M | 267.6K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.29% | $664,399 | 7.4K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.29% | $1.3B | 14.01M | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.29% | $5M | 57.0K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.29% | $5M | 50.8K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.29% | $5M | 57.9K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 0.29% | $400,604 | 4.5K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.29% | $37M | 414.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.29% | $8M | 87.9K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.29% | $9M | 97.8K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.29% | $617,275 | 6.9K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.29% | $2M | 24.7K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.29% | $17M | 189.7K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.29% | $307,320 | 3.4K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.29% | $955,925 | 10.7K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.29% | $8M | 87.4K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.29% | $111M | 1.24M | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.29% | $25M | 280.7K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.29% | $662,145 | 7.4K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.29% | $3M | 31.6K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.28% | $707,933 | 8.4K | Q3 2025OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.28% | $322,945 | 3.8K | Q4 2025OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.28% | $425,910 | 5.1K | Q4 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.28% | $640,210 | 7.1K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.28% | $4M | 49.6K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.28% | $13M | 142.8K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.28% | $5M | 59.0K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.28% | $434,780 | 4.9K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.28% | $24M | 267.1K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.28% | $442,417 | 4.9K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.28% | $2M | 17.7K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.28% | $3M | 29.7K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.28% | $672,739 | 7.5K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.28% | $19M | 208.0K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 0.28% | $798,964 | 8.9K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 0.27% | $862,981 | 9.6K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.27% | $735,633 | 8.2K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.27% | $345,575 | 3.6K | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.27% | $867,350 | 9.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.27% | $1M | 15.7K | Q3 2025OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.27% | $1M | 12.7K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.27% | $4M | 40.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.27% | $8M | 90.8K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.27% | $2M | 20.2K | Q3 2025OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.27% | $355,877 | 4.0K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 0.27% | $405,592 | 4.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.27% | $6M | 67.7K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.27% | $3M | 29.1K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.27% | $1M | 11.9K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 0.27% | $549,187 | 6.1K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.27% | $755,491 | 8.4K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.27% | $414,398 | 4.6K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.26% | $2M | 19.2K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.26% | $285,697 | 3.4K | Q4 2025OLDER |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 0.26% | $3M | 35.0K | Q1 2026OLDER |
| Stembrook Asset Management, LLC$102M AUM | 0.26% | $268,770 | 3.0K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.26% | $405,908 | 4.5K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.26% | $1M | 11.8K | Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.26% | $1M | 12.0K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.26% | $4M | 46.5K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.26% | $3M | 30.2K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 0.26% | $7M | 83.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.26% | $155M | 1.72M | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.26% | $9M | 101.8K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.26% | $350,150 | 3.9K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.26% | $3M | 30.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.26% | $57M | 636.8K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 0.26% | $296,866 | 3.1K | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 0.26% | $3M | 29.3K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.26% | $661,578 | 6.5K | Q2 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.25% | $7M | 63.9K | Q2 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.25% | $2M | 24.8K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.25% | $7M | 77.8K | Q3 2025OLDER |
| Leeward Financial Partners, LLC$336M AUM | 0.25% | $847,376 | 9.5K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.25% | $257,841 | 2.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.25% | $32M | 362.0K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.25% | $2M | 20.2K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.25% | $539,611 | 6.0K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.25% | $717,932 | 8.0K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 0.25% | $645,944 | 7.2K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 0.25% | $1M | 11.4K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.25% | $2M | 22.3K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.25% | $9M | 111.5K | Q4 2025OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.25% | $334,928 | 4.0K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.25% | $108M | 1.20M | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.25% | $1M | 12.7K | Q4 2025OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.25% | $1M | 13.6K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.25% | $548,153 | 6.1K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.24% | $471,586 | 5.3K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.24% | $8M | 86.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.