SHELSHELL PLC
CUSIP 780259305 · Yahoo Finance ↗ · Google Finance ↗
Shell PLC (SHEL) has 1,577 institutional holders in Filings Flow’s 13F database, together reporting 370.88M shares worth $32.7B as of Q1 2026. The largest reported holders are FMR LLC, Fisher Asset Management, LLC, and Dimensional Fund Advisors LP.
Institutional Holders
1,577
Q1 2026
Reported Value
$32.7B
Ticker
SHEL
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WGI DM, LLC$1000M AUM | 39.52% | $395M | 4.25M | Q1 2026OLDER |
| Standard Investments LLC$1.8B AUM | 12.46% | $228M | 2.45M | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 9.10% | $36M | 383.3K | Q1 2026OLDER |
| Hiddenite Capital Partners LP$381M AUM | 7.78% | $43M | 600.0K | Q3 2025OLDER |
| Foresight Global Investors, Inc.$154M AUM | 5.82% | $9M | 96.4K | Q1 2026OLDER |
| Drum Hill Capital, LLC$109M AUM | 4.99% | $5M | 58.4K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 4.92% | $37M | 398.5K | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 4.52% | $46M | 497.1K | Q1 2026OLDER |
| MILFORD FUNDS LTD$4.8B AUM | 4.31% | $205M | 2.21M | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 4.29% | $662M | 7.12M | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 4.11% | $61M | 651.0K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 3.91% | $9M | 98.2K | Q1 2026OLDER |
| INTREPID FAMILY OFFICE LLC$124M AUM | 3.76% | $5M | 50.0K | Q1 2026OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 3.46% | $106M | 1.14M | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 3.16% | $6M | 60.6K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 2.91% | $4M | 56.1K | Q4 2025OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 2.85% | $3M | 41.7K | Q4 2025OLDER |
| Cutler Capital Management, LLC$370M AUM | 2.78% | $10M | 110.7K | Q1 2026OLDER |
| HARDING LOEVNER LP$9.7B AUM | 2.74% | $266M | 2.87M | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 2.72% | $13M | 163.2K | Q2 2026 |
| Allied Investment Advisors, LLC$697M AUM | 2.67% | $19M | 200.2K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 2.35% | $11M | 113.8K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 2.24% | $150M | 1.61M | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 2.22% | $20M | 278.0K | Q3 2025OLDER |
| DV EQUITIES, LLC$558M AUM | 2.22% | $12M | 168.1K | Q4 2025OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 2.21% | $5M | 72.3K | Q4 2025OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 2.18% | $10M | 104.3K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 2.02% | $20M | 211.6K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.98% | $9M | 94.3K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 1.96% | $100M | 1.07M | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 1.90% | $31M | 417.2K | Q4 2025OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.89% | $96M | 1.04M | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.84% | $2M | 22.2K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.84% | $3M | 34.8K | Q4 2025OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.81% | $256M | 2.75M | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 1.76% | $572M | 6.15M | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 1.72% | $3M | 35.5K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 1.69% | $11M | 117.3K | Q1 2026OLDER |
| EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM | 1.66% | $494M | 5.31M | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 1.65% | $2M | 17.9K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 1.63% | $4M | 41.6K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 1.62% | $3M | 27.8K | Q1 2026OLDER |
| Orbis Allan Gray Ltd$23.7B AUM | 1.61% | $383M | 4.11M | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 1.59% | $4M | 44.1K | Q1 2026OLDER |
| Galilei Investment Office LLP$193M AUM | 1.57% | $3M | 63.9K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 1.54% | $3M | 34.0K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 1.53% | $15M | 160.0K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 1.44% | $30M | 322.8K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 1.44% | $25M | 265.2K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 1.42% | $6M | 76.4K | Q4 2025OLDER |
| Willis Investment Counsel$1.8B AUM | 1.41% | $26M | 277.5K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 1.41% | $8M | 83.3K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 1.39% | $15M | 161.0K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 1.30% | $4M | 45.6K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.28% | $23M | 244.7K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.26% | $14M | 152.7K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 1.22% | $6M | 60.1K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.20% | $16M | 173.2K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 1.20% | $38M | 411.8K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.15% | $4M | 48.1K | Q2 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.15% | $15M | 156.7K | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.14% | $3M | 29.2K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 1.11% | $69M | 742.1K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 1.11% | $3M | 29.6K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 1.09% | $29M | 317.0K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 1.09% | $14M | 146.8K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.06% | $8M | 89.6K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.05% | $4M | 52.6K | Q3 2025OLDER |
| Altman Advisors, Inc.$241M AUM | 1.00% | $2M | 25.9K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 0.97% | $6M | 66.6K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.97% | $297M | 3.20M | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.96% | $5M | 56.5K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.96% | $2M | 20.5K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.95% | $20M | 213.0K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.95% | $22M | 233.6K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.94% | $1M | 14.6K | Q2 2026 |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.93% | $6M | 65.0K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.93% | $3M | 28.3K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.92% | $2M | 18.2K | Q1 2026OLDER |
| Merewether Investment Management, LP$5.2B AUM | 0.91% | $40M | 539.4K | Q4 2025OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.90% | $1M | 11.5K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.90% | $2M | 25.4K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.90% | $2M | 23.5K | Q1 2026OLDER |
| Altrafin AG$290M AUM | 0.88% | $3M | 27.6K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.88% | $14M | 155.3K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 0.88% | $2M | 18.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.87% | $2.6B | 27.47M | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.86% | $3M | 27.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.86% | $15M | 161.8K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.85% | $930,000 | 10.0K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.85% | $22M | 232.7K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 0.84% | $885,178 | 9.5K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.84% | $7M | 79.2K | Q1 2026OLDER |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.84% | $39M | 417.8K | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.83% | $31M | 337.1K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.82% | $1M | 11.9K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.80% | $2M | 24.7K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.80% | $15M | 162.0K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.79% | $110M | 1.18M | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.76% | $5M | 51.4K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.75% | $2M | 22.4K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.74% | $2M | 19.6K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.73% | $2M | 19.0K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.72% | $8M | 83.3K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 0.72% | $2M | 22.2K | Q2 2026 |
| Naviter Wealth, LLC$801M AUM | 0.70% | $6M | 60.6K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.70% | $783,990 | 8.4K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.70% | $4M | 40.9K | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 0.70% | $2M | 22.5K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.69% | $24M | 262.0K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.69% | $772,298 | 10.0K | Q2 2026 |
| Cardinal Capital Management$776M AUM | 0.69% | $5M | 57.6K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.69% | $4M | 38.9K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.67% | $5M | 63.6K | Q2 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.67% | $9M | 97.7K | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 0.66% | $874,200 | 9.4K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.66% | $1M | 13.3K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.65% | $3M | 44.2K | Q2 2026 |
| REIK & CO., LLC$363M AUM | 0.63% | $2M | 24.6K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.63% | $11M | 145.9K | Q3 2025OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.61% | $4M | 42.2K | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 0.61% | $10M | 106.6K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.61% | $888,032 | 9.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.61% | $23M | 251.1K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 0.60% | $745,395 | 8.0K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.60% | $2M | 31.5K | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.59% | $23M | 245.7K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.59% | $40M | 421.6K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.58% | $626,820 | 6.7K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.57% | $5M | 51.1K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 0.57% | $2M | 21.1K | Q2 2026 |
| Pingora Partners LLC$169M AUM | 0.56% | $945,810 | 10.2K | Q1 2026OLDER |
| SALT Holding Corp.$165M AUM | 0.56% | $924,234 | 9.9K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.56% | $2M | 22.2K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.54% | $3M | 36.6K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.54% | $2M | 25.1K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.53% | $5M | 48.5K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.53% | $586,553 | 6.3K | Q1 2026OLDER |
| Hartree Partners, LP$467M AUM | 0.53% | $2M | 26.5K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.53% | $2M | 22.1K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 0.53% | $4M | 38.5K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.52% | $40M | 432.6K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.52% | $727,258 | 7.8K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.52% | $18M | 189.3K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.51% | $5M | 65.1K | Q3 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.51% | $4M | 40.4K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.51% | $6M | 66.2K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.50% | $1M | 14.5K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.50% | $30M | 325.8K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.50% | $6M | 65.9K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.49% | $2M | 25.9K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.49% | $4M | 47.1K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.49% | $2M | 18.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.49% | $209M | 2.25M | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.49% | $742,419 | 8.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.48% | $9.1B | 97.62M | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.48% | $707,637 | 7.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.48% | $2.3B | 24.69M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.48% | $15M | 163.8K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.47% | $15M | 157.1K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.47% | $20M | 218.3K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.47% | $908,052 | 9.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.46% | $262M | 2.82M | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.45% | $694,803 | 7.5K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.45% | $608,371 | 6.6K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.45% | $971,757 | 10.4K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.45% | $155M | 1.67M | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.45% | $3M | 31.8K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.45% | $2M | 21.8K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.45% | $697,314 | 7.5K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.44% | $1M | 11.6K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.44% | $644,211 | 6.9K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.44% | $989,148 | 10.6K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.44% | $627,561 | 6.7K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.43% | $762,414 | 8.2K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.43% | $931,953 | 10.0K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.43% | $1M | 12.5K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 0.43% | $6M | 66.0K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.43% | $755,997 | 8.1K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.42% | $540,021 | 8.2K | Q4 2025OLDER |
| Finivi Inc.$195M AUM | 0.42% | $817,706 | 10.5K | Q2 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.42% | $6M | 62.9K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.42% | $1M | 11.7K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.41% | $604,847 | 6.5K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.41% | $2M | 18.0K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 0.41% | $411,618 | 4.4K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.41% | $3M | 36.0K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.41% | $2M | 18.7K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.41% | $4M | 40.4K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.41% | $1M | 14.9K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.40% | $3M | 39.0K | Q4 2025OLDER |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.40% | $5M | 52.3K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.40% | $13M | 134.9K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 0.39% | $684,015 | 7.4K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.39% | $13M | 171.0K | Q4 2025OLDER |
| Core Wealth Partners LLC$215M AUM | 0.39% | $841,557 | 9.0K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.39% | $411,711 | 4.4K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.39% | $435,124 | 5.9K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 0.39% | $1M | 14.8K | Q2 2026 |
| Pullen Investment Management, LLC$199M AUM | 0.39% | $766,971 | 8.2K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.38% | $57M | 781.0K | Q4 2025OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 0.38% | $3M | 35.3K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.38% | $788,537 | 8.5K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 0.38% | $757,113 | 8.1K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.38% | $2M | 19.0K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.38% | $2M | 22.7K | Q2 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.37% | $2M | 4.0K | Q4 2025OLDER |
| Carrhae Capital LLP$3.3B AUM | 0.37% | $6M | 88.6K | Q3 2025OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.37% | $521,637 | 5.6K | Q1 2026OLDER |
| Templeton & Phillips Capital Management, LLC$123M AUM | 0.37% | $455,700 | 4.9K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.37% | $2M | 18.8K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.37% | $8M | 85.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.36% | $669M | 7.20M | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.36% | $12M | 125.1K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.36% | $2M | 21.6K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 0.35% | $525,450 | 5.7K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.35% | $951,392 | 13.3K | Q3 2025OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.35% | $774,411 | 8.3K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.35% | $577,684 | 6.2K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.34% | $3M | 35.7K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.34% | $10M | 102.4K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.34% | $609,336 | 6.6K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.33% | $1M | 13.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.33% | $15M | 164.0K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.33% | $2M | 18.3K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.33% | $2M | 16.9K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.33% | $53M | 574.3K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.33% | $444,261 | 4.8K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$103M AUM | 0.32% | $330,525 | 3.6K | Q1 2026OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.32% | $22M | 238.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.32% | $49M | 529.0K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.32% | $2M | 19.4K | Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.32% | $2M | 21.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.31% | $133M | 1.43M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.30% | $9M | 92.4K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.30% | $2M | 21.7K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.30% | $143M | 1.54M | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.30% | $418,500 | 4.5K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.30% | $7M | 77.0K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.30% | $1M | 15.9K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.30% | $440,880 | 6.0K | Q4 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.29% | $4M | 60.2K | Q4 2025OLDER |
| COWA, LLC$371M AUM | 0.29% | $1M | 11.6K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.29% | $35M | 377.0K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.29% | $28M | 299.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.28% | $9M | 102.1K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.28% | $952,046 | 10.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.28% | $3M | 35.4K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.28% | $297,600 | 3.2K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.28% | $862,128 | 9.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.28% | $12M | 131.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.28% | $3M | 33.4K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.28% | $366,621 | 4.3K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.28% | $325,500 | 3.5K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.27% | $672,629 | 7.2K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.27% | $1M | 13.8K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.27% | $8M | 81.2K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.27% | $457,560 | 4.9K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.27% | $889,640 | 9.6K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.27% | $118M | 1.65M | Q3 2025OLDER |
| LOM Asset Management Ltd$348M AUM | 0.27% | $934,650 | 10.1K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.27% | $3M | 36.0K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 0.27% | $308,388 | 3.3K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.26% | $1M | 14.7K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.26% | $2M | 17.6K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.26% | $2M | 21.4K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.26% | $1M | 17.1K | Q2 2026 |
| Purewater Capital LLC$104M AUM | 0.26% | $270,634 | 2.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.26% | $671,925 | 7.2K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.26% | $14M | 149.2K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.26% | $6M | 69.1K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.26% | $603,570 | 6.5K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.26% | $2M | 24.2K | Q2 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.25% | $1M | 14.5K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.25% | $38M | 404.2K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.25% | $350,703 | 3.8K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.25% | $337,717 | 3.8K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.25% | $930,000 | 10.0K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 0.24% | $287,649 | 3.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.24% | $20M | 209.8K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.24% | $791,174 | 8.5K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.24% | $688,944 | 7.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.24% | $16M | 175.0K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.24% | $656,336 | 7.1K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.24% | $2M | 21.4K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.24% | $465,000 | 5.0K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.24% | $668,962 | 9.1K | Q4 2025OLDER |
| Orion Investment Co$315M AUM | 0.24% | $742,977 | 8.0K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.23% | $410,595 | 4.4K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.23% | $686,804 | 8.9K | Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.23% | $738,391 | 7.9K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 0.23% | $459,234 | 4.9K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.23% | $1M | 11.8K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.23% | $492,376 | 5.3K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.23% | $474,300 | 5.1K | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 0.22% | $3M | 31.7K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.22% | $1M | 11.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.22% | $19M | 199.3K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.22% | $320M | 3.44M | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.22% | $1M | 12.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.22% | $5M | 52.9K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.22% | $501,742 | 7.0K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 0.22% | $2M | 16.2K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.22% | $2M | 24.2K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.21% | $644,758 | 6.9K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.21% | $691,509 | 7.4K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.21% | $16M | 210.3K | Q2 2026 |
| New Republic Capital, LLC$297M AUM | 0.21% | $631,566 | 6.8K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.21% | $321,501 | 3.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.21% | $13M | 137.3K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.21% | $5M | 58.6K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.21% | $9M | 119.7K | Q3 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.20% | $3M | 31.2K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.20% | $2M | 16.2K | Q1 2026OLDER |
| BANYAN CAPITAL MANAGEMENT, INC.$232M AUM | 0.20% | $474,300 | 5.1K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.20% | $557,720 | 6.0K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.20% | $365,353 | 3.9K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 0.20% | $673,823 | 8.7K | Q2 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM | 0.20% | $895,590 | 9.6K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.20% | $2M | 25.4K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.20% | $281,428 | 3.8K | Q4 2025OLDER |
| RHS Financial, LLC$211M AUM | 0.20% | $420,453 | 4.5K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.20% | $4M | 58.2K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.20% | $13M | 143.9K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.20% | $343,038 | 4.9K | Q3 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.20% | $6M | 68.0K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.20% | $476,375 | 5.1K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.20% | $19M | 199.0K | Q1 2026OLDER |
| U S GLOBAL INVESTORS INC$858M AUM | 0.20% | $2M | 18.0K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.19% | $353,490 | 3.8K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.19% | $310,620 | 3.3K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.19% | $387,624 | 4.2K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.19% | $387,810 | 4.2K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.19% | $3M | 31.0K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.19% | $204,891 | 2.2K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.19% | $19M | 201.0K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.19% | $302,307 | 3.3K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.19% | $455,700 | 4.9K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.19% | $423,834 | 4.6K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.19% | $1M | 14.0K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 0.19% | $779,606 | 10.9K | Q3 2025OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.19% | $606,918 | 6.5K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.19% | $259,935 | 2.8K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 0.19% | $465,000 | 5.0K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 0.19% | $656,504 | 7.1K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.19% | $612,219 | 6.6K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.18% | $10M | 111.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.18% | $24M | 259.0K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.18% | $5M | 54.0K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.18% | $205,809 | 2.2K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.18% | $474,190 | 5.1K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.18% | $3M | 34.5K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.18% | $227,366 | 2.4K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.18% | $568,981 | 6.3K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.18% | $5M | 54.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.18% | $39M | 422.9K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 0.18% | $309,597 | 3.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.17% | $16M | 168.0K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 0.17% | $212,505 | 2.3K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.17% | $1M | 25.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.17% | $2M | 26.1K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.17% | $371,746 | 4.8K | Q2 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.17% | $268M | 2.88M | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.17% | $612,498 | 6.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.17% | $128M | 1.37M | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.17% | $837,901 | 9.0K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.17% | $224,698 | 2.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.17% | $804,028 | 10.9K | Q2 2026 |
| Legacy Wealth Advisors, LLC$196M AUM | 0.17% | $335,172 | 3.6K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.17% | $3M | 32.9K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.17% | $12M | 129.9K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 0.17% | $1M | 15.5K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.17% | $238,917 | 2.6K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.17% | $1M | 14.3K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.17% | $279,705 | 3.0K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.17% | $465,068 | 5.0K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.17% | $324,198 | 3.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.17% | $277M | 2.98M | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.17% | $681M | 7.32M | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.17% | $619,287 | 6.7K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.17% | $98M | 1.06M | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.17% | $208,925 | 2.8K | Q4 2025OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.17% | $295,275 | 3.2K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.17% | $2M | 24.5K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.17% | $279,000 | 3.0K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.16% | $1M | 19.2K | Q2 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.16% | $3M | 27.6K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.16% | $1M | 17.5K | Q2 2026 |
| Aries Wealth Management$455M AUM | 0.16% | $740,466 | 8.0K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.16% | $744,499 | 8.0K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.16% | $1M | 19.7K | Q4 2025OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.16% | $560,548 | 6.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.16% | $174M | 1.87M | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.16% | $873,363 | 9.4K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.16% | $2M | 26.3K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.16% | $221,619 | 2.4K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.16% | $573,531 | 6.2K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.16% | $304,970 | 3.9K | Q2 2026 |
| Sonoma Allocations LLC$322M AUM | 0.16% | $456,282 | 4.9K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.16% | $320,664 | 3.4K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.16% | $296,850 | 4.2K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.16% | $4M | 39.2K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.15% | $274,536 | 3.0K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.15% | $403,620 | 4.3K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.15% | $1M | 15.5K | Q3 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.15% | $2M | 21.0K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.15% | $335,259 | 3.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.15% | $6M | 59.8K | Q1 2026OLDER |
| Leibman Financial Services, Inc.$136M AUM | 0.15% | $209,885 | 2.9K | Q4 2025OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.15% | $302,250 | 3.3K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.15% | $437,472 | 4.7K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 0.15% | $506,850 | 5.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.15% | $13M | 138.9K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.15% | $1M | 12.7K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.15% | $861,180 | 9.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.15% | $613,152 | 7.9K | Q2 2026 |
| Flatrock Wealth Partners LLC$208M AUM | 0.15% | $304,922 | 4.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.15% | $29M | 316.1K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 0.15% | $1M | 10.8K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.15% | $349,587 | 3.8K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.15% | $224,130 | 2.4K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.14% | $329,120 | 3.5K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.14% | $695,801 | 8.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.14% | $1M | 11.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.14% | $326,291 | 3.5K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.14% | $1M | 12.9K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.14% | $2M | 18.6K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.14% | $656,299 | 8.5K | Q2 2026 |
| Disciplined Investors, L.L.C.$168M AUM | 0.14% | $240,774 | 2.6K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.14% | $462,675 | 5.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.14% | $7M | 70.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.14% | $7M | 79.8K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.14% | $1M | 13.2K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.14% | $118M | 1.27M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.14% | $2M | 16.8K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.14% | $341,775 | 3.7K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.14% | $3M | 32.6K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.14% | $292,950 | 3.1K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.14% | $588,318 | 6.3K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.14% | $636,758 | 8.2K | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.14% | $546,933 | 5.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.14% | $7M | 78.1K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.14% | $649,135 | 7.0K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.14% | $360,871 | 4.7K | Q2 2026 |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.14% | $1M | 11.1K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.14% | $269,793 | 2.9K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.14% | $204,786 | 2.2K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.14% | $699,360 | 7.5K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.14% | $173M | 1.86M | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.14% | $320,664 | 3.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.14% | $82M | 886.1K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 0.13% | $291,369 | 3.1K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 0.13% | $235,604 | 2.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.13% | $359M | 3.86M | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.13% | $78M | 1.07M | Q4 2025OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.13% | $4M | 57.6K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.13% | $5M | 55.8K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.13% | $214,272 | 2.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.13% | $3M | 44.4K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.13% | $29M | 312.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.13% | $7M | 79.9K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.13% | $281,729 | 3.0K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.13% | $339,357 | 3.6K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.13% | $2M | 20.4K | Q1 2026OLDER |
| Fractal Investments LLC$845M AUM | 0.13% | $1M | 11.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.13% | $1M | 13.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.13% | $666,159 | 7.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.13% | $2M | 25.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.13% | $13M | 137.7K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.13% | $75M | 811.2K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.13% | $30M | 324.0K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.13% | $49M | 526.1K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.12% | $2M | 26.1K | Q1 2026OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.12% | $9M | 94.4K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.12% | $2M | 18.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.12% | $5M | 53.7K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.12% | $298,638 | 4.2K | Q3 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.12% | $2M | 20.2K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.12% | $327,453 | 3.5K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.12% | $266,952 | 4.3K | Q4 2025OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 0.12% | $267,468 | 2.9K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.12% | $785,920 | 8.5K | Q1 2026OLDER |
| Recurrent Investment Advisors LLC$1.7B AUM | 0.12% | $2M | 56.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.12% | $362,328 | 3.9K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.12% | $1M | 13.5K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.12% | $10M | 146.3K | Q3 2025OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.12% | $344,588 | 4.4K | Q2 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.12% | $238,917 | 2.6K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.12% | $1M | 12.0K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.12% | $800,730 | 8.6K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.12% | $361,119 | 3.9K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.12% | $229,617 | 2.5K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.12% | $531,960 | 5.7K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.12% | $2M | 30.1K | Q3 2025OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.12% | $281,246 | 3.0K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.12% | $310,341 | 3.3K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.12% | $566,322 | 6.1K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.12% | $1M | 13.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.12% | $540,417 | 5.8K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.11% | $687,591 | 7.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.