SOSOUTHERN CO
CUSIP 842587107 · Yahoo Finance ↗ · Google Finance ↗
Southern Co (SO) has 2,336 institutional holders in Filings Flow’s 13F database, together reporting 788.66M shares worth $71.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,336
Q1 2026
Reported Value
$71.4B
Ticker
SO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Southern Financial Group, LLC$358M AUM | 9.92% | $36M | 367.9K | Q2 2026 |
| CAPITAL & PLANNING, LLC$165M AUM | 8.39% | $14M | 143.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 4.46% | $12M | 121.6K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 4.11% | $8M | 88.0K | Q1 2026OLDER |
| Windle Wealth, LLC$237M AUM | 3.89% | $9M | 95.3K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 3.83% | $100M | 1.03M | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 3.58% | $7M | 71.5K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 3.50% | $8M | 78.1K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 3.44% | $4M | 36.9K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 3.24% | $6M | 64.5K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 3.15% | $2.9B | 41.44M | Q4 2025OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 3.08% | $43M | 448.1K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 3.07% | $6M | 64.2K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 3.03% | $29M | 304.3K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.87% | $5M | 55.5K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 2.84% | $76M | 782.8K | Q1 2026OLDER |
| KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM | 2.76% | $12M | 129.5K | Q3 2025OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 2.73% | $5M | 51.1K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 2.67% | $166M | 1.72M | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 2.65% | $11M | 115.1K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 2.55% | $38M | 389.6K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 2.47% | $5M | 48.9K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.34% | $5M | 56.1K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.28% | $3M | 32.1K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.23% | $5M | 50.8K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 2.19% | $7M | 70.7K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 2.14% | $330M | 3.42M | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 2.06% | $19M | 201.9K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 2.05% | $131M | 1.37M | Q2 2026 |
| RAHLFS CAPITAL, LLC$136M AUM | 1.98% | $3M | 27.9K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 1.96% | $85M | 893.0K | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 1.83% | $160M | 1.69M | Q3 2025OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 1.82% | $22M | 227.9K | Q1 2026OLDER |
| United Bank$301M AUM | 1.78% | $5M | 55.3K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 1.76% | $6M | 61.7K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 1.72% | $13M | 139.2K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 1.72% | $4M | 40.3K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 1.70% | $2M | 31.0K | Q4 2025OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 1.67% | $89M | 1.87M | Q3 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.61% | $100M | 1.04M | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 1.61% | $7M | 69.4K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 1.57% | $3M | 33.4K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 1.57% | $4M | 44.7K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.56% | $33M | 343.4K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.56% | $6M | 61.8K | Q3 2025OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 1.56% | $13M | 132.7K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.54% | $4M | 42.5K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.54% | $6M | 58.4K | Q3 2025OLDER |
| Parrish Capital LLC$112M AUM | 1.53% | $2M | 17.8K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 1.52% | $3M | 32.8K | Q1 2026OLDER |
| Aurora Investment Counsel$180M AUM | 1.49% | $3M | 27.9K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 1.49% | $3M | 26.4K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 1.48% | $31M | 319.2K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 1.45% | $22M | 229.5K | Q1 2026OLDER |
| Bank OZK$283M AUM | 1.42% | $4M | 41.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 1.42% | $186M | 1.92M | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 1.42% | $3M | 29.2K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.41% | $8M | 85.5K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 1.41% | $2M | 18.1K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 1.41% | $3M | 31.5K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 1.38% | $14M | 149.7K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 1.35% | $9M | 88.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 1.33% | $4M | 43.6K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.33% | $6M | 63.9K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.33% | $4M | 44.8K | Q2 2026 |
| Rench Wealth Management, Inc.$332M AUM | 1.32% | $4M | 45.4K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 1.31% | $3M | 28.3K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 1.30% | $1M | 14.8K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.30% | $8M | 85.8K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 1.26% | $2M | 23.7K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 1.23% | $4M | 45.1K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 1.21% | $2M | 17.9K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 1.19% | $2M | 24.6K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.19% | $2M | 21.1K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.18% | $2M | 24.8K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 1.16% | $18M | 186.3K | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 1.16% | $4M | 36.3K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.15% | $2M | 26.7K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.15% | $2M | 20.0K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 1.13% | $2M | 21.5K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.12% | $7M | 73.1K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 1.12% | $1M | 12.6K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.11% | $3M | 34.8K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 1.10% | $7M | 69.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 1.10% | $58M | 599.5K | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 1.10% | $2M | 22.6K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 1.09% | $2M | 16.7K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 1.08% | $774,595 | 14.3K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.08% | $5M | 51.4K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 1.08% | $104M | 1.07M | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 1.07% | $72M | 745.1K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.06% | $4M | 36.7K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.06% | $7M | 75.9K | Q3 2025OLDER |
| Shaolin Capital Management LLC$2.7B AUM | 1.06% | $29M | 295.7K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 1.05% | $3M | 30.1K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 1.03% | $1M | 12.9K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 1.02% | $4M | 44.3K | Q3 2025OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 1.02% | $3M | 34.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 1.02% | $8M | 82.3K | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$160M AUM | 0.97% | $2M | 16.1K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.97% | $1M | 11.2K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.97% | $17M | 178.2K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.96% | $189M | 1.96M | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.96% | $7M | 67.4K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.96% | $10M | 104.5K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.94% | $8M | 80.5K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.94% | $5M | 49.9K | Q3 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.94% | $7M | 77.5K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.93% | $6M | 64.3K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 0.93% | $1M | 10.7K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.91% | $13M | 133.6K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.91% | $1M | 14.9K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.90% | $62M | 640.2K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 0.89% | $5M | 51.2K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.89% | $25M | 256.1K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.89% | $3M | 30.9K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.89% | $1M | 12.7K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.88% | $5M | 56.1K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.88% | $1M | 12.9K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.88% | $10M | 108.1K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.88% | $1M | 11.0K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.87% | $4M | 40.5K | Q2 2026 |
| Bank & Trust Co$148M AUM | 0.87% | $1M | 13.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.86% | $10M | 103.6K | Q2 2026 |
| Smith Thornton Advisors LLC$199M AUM | 0.86% | $2M | 17.6K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.85% | $7M | 74.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.85% | $4M | 46.1K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 0.85% | $957,672 | 9.9K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.85% | $5M | 56.0K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 0.83% | $4M | 36.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.83% | $4M | 37.5K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.82% | $2M | 18.0K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.82% | $2M | 16.1K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.82% | $3M | 26.2K | Q1 2026OLDER |
| Nepsis Inc.$299M AUM | 0.82% | $2M | 25.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.82% | $2M | 25.5K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.82% | $3M | 32.8K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.82% | $6M | 61.8K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.82% | $2M | 15.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.81% | $19M | 201.9K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.81% | $1M | 14.2K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.81% | $5M | 48.0K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.81% | $10M | 103.3K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.80% | $100M | 1.04M | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.80% | $1M | 12.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.79% | $3M | 28.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.78% | $9M | 94.3K | Q1 2026OLDER |
| Ceredex Value Advisors LLC$3.2B AUM | 0.78% | $33M | 352.9K | Q3 2025OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 0.77% | $2M | 18.8K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 0.76% | $1M | 15.7K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.76% | $6M | 62.1K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.76% | $3M | 33.7K | Q1 2026OLDER |
| AGP FRANKLIN, LLC$200M AUM | 0.76% | $2M | 15.7K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.75% | $3M | 31.3K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.75% | $1M | 11.4K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.74% | $22M | 224.0K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.74% | $2M | 20.2K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.74% | $5.4B | 56.24M | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 0.74% | $954,583 | 9.9K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.74% | $2M | 23.4K | Q3 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.73% | $18M | 185.5K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.73% | $2M | 23.3K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.73% | $1M | 12.7K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.73% | $57M | 586.9K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.73% | $27M | 280.2K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.72% | $11M | 113.7K | Q2 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.70% | $2M | 20.1K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.70% | $3M | 33.4K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.70% | $21M | 213.3K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.70% | $2M | 20.0K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.70% | $990,009 | 10.8K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.69% | $2M | 25.8K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.68% | $53M | 545.5K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.68% | $1M | 11.0K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.68% | $10M | 107.5K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.68% | $7M | 71.8K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.68% | $7M | 73.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.67% | $23M | 237.9K | Q1 2026OLDER |
| Kenora Financial, LLC$286M AUM | 0.67% | $2M | 19.9K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.67% | $20M | 209.3K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.67% | $2M | 19.8K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.67% | $1M | 14.6K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.66% | $1M | 15.0K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.66% | $2M | 18.8K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.66% | $3M | 29.1K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.66% | $7M | 70.9K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.65% | $2M | 18.3K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.65% | $1M | 335.0K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 0.65% | $1M | 13.3K | Q2 2026 |
| SWAN Capital LLC$272M AUM | 0.65% | $2M | 18.4K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.65% | $1M | 14.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.65% | $81M | 835.0K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.65% | $2M | 23.6K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.65% | $26M | 269.6K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.65% | $4M | 39.7K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.64% | $866,387 | 9.1K | Q3 2025OLDER |
| R Squared Ltd$182M AUM | 0.64% | $1M | 15.7K | Q3 2025OLDER |
| LeConte Wealth Management, LLC$155M AUM | 0.64% | $990,681 | 10.3K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.64% | $716,784 | 8.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.63% | $5M | 47.4K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.63% | $3M | 33.7K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.62% | $44M | 451.5K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 0.62% | $2M | 18.1K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.62% | $10M | 104.4K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.61% | $792,140 | 8.2K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.61% | $7M | 75.9K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.61% | $2M | 20.4K | Q2 2026 |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.60% | $1M | 13.5K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.60% | $4M | 37.4K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.60% | $4M | 42.5K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.60% | $968,644 | 10.0K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.60% | $882,129 | 9.1K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.60% | $3M | 34.0K | Q2 2026 |
| Churchill Financial Advisors, LLC$476M AUM | 0.59% | $3M | 29.1K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.59% | $9M | 89.6K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.59% | $5M | 52.0K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.58% | $3M | 28.6K | Q2 2026 |
| Community Bank of Raymore$149M AUM | 0.58% | $863,854 | 8.9K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.58% | $725,734 | 7.5K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.58% | $7M | 75.9K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.58% | $729,209 | 7.6K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.58% | $3M | 34.3K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.57% | $3M | 29.3K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.57% | $6M | 66.2K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.57% | $793,262 | 8.2K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.56% | $609,717 | 6.3K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.56% | $4M | 44.8K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.55% | $20M | 204.4K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.55% | $10M | 99.9K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.55% | $1M | 14.0K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.55% | $3M | 28.3K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.55% | $13M | 131.5K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.55% | $815,724 | 8.5K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 0.55% | $922,345 | 9.6K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.54% | $970,950 | 10.1K | Q1 2026OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 0.54% | $2M | 21.9K | Q4 2025OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.54% | $3M | 27.1K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.54% | $1M | 15.4K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.54% | $9M | 98.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.54% | $7M | 76.7K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 0.54% | $13M | 131.1K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 0.53% | $757,103 | 7.8K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.53% | $8M | 81.7K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 0.53% | $756,656 | 7.8K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.53% | $4M | 37.5K | Q2 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.53% | $11M | 109.9K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.52% | $2M | 17.2K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.52% | $1M | 11.4K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.52% | $1M | 15.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.52% | $1M | 12.2K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.51% | $524,210 | 5.4K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.51% | $3M | 26.4K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.51% | $635,681 | 6.6K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.51% | $3M | 33.0K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.51% | $1.5B | 15.60M | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.50% | $10M | 100.0K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.50% | $13M | 132.5K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.50% | $1M | 11.6K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.50% | $1M | 13.9K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.49% | $14M | 140.1K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.49% | $3M | 32.0K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.49% | $16M | 164.5K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.49% | $1M | 13.9K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.49% | $8M | 79.0K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.49% | $973,405 | 10.1K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 0.49% | $5M | 50.6K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.49% | $2M | 20.0K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.48% | $625,739 | 6.5K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.48% | $810,671 | 8.4K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.48% | $696,676 | 7.2K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.48% | $754,304 | 7.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.48% | $1M | 13.5K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.48% | $619,658 | 6.4K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.48% | $7M | 76.3K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.48% | $573,819 | 5.9K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.47% | $6M | 64.2K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.47% | $947,440 | 9.8K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.47% | $860,958 | 8.9K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.47% | $564,722 | 5.9K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.47% | $2M | 15.9K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.47% | $8M | 86.2K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.46% | $10M | 106.9K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.46% | $2M | 16.1K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.45% | $1M | 10.4K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 0.45% | $877,367 | 9.1K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.45% | $2M | 20.0K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.45% | $503,062 | 5.2K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.45% | $14M | 146.4K | Q1 2026OLDER |
| Bey-Douglas LLC$115M AUM | 0.45% | $512,307 | 5.3K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.45% | $4M | 44.6K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.44% | $2M | 18.1K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.44% | $817,453 | 8.5K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.44% | $3M | 32.8K | Q1 2026OLDER |
| Soroban Capital Partners LP$51.8B AUM | 0.44% | $229M | 2.38M | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.44% | $765,298 | 8.0K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.44% | $2M | 21.6K | Q1 2026OLDER |
| RWC Asset Management LLP$2.4B AUM | 0.44% | $11M | 109.4K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.44% | $747,021 | 7.7K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.44% | $6M | 58.8K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.43% | $924,176 | 9.7K | Q2 2026 |
| Centennial Bank/AR/$279M AUM | 0.43% | $1M | 12.5K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.43% | $25M | 262.4K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.43% | $25M | 257.3K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.43% | $409M | 4.24M | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.43% | $2M | 21.5K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 0.43% | $524,104 | 5.4K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.43% | $4M | 36.9K | Q2 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.43% | $706,126 | 7.3K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.43% | $1M | 14.2K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.43% | $71M | 740.7K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.43% | $2M | 15.6K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.42% | $718,641 | 7.4K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.42% | $770,879 | 8.0K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.42% | $15M | 153.1K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.42% | $5M | 50.1K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.42% | $2M | 17.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.42% | $4M | 46.3K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.42% | $28M | 291.9K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.42% | $995,121 | 10.3K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 0.42% | $492,155 | 5.1K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.42% | $3M | 30.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.41% | $3M | 27.8K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.41% | $2M | 19.7K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.41% | $2M | 15.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.41% | $28M | 290.0K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.41% | $2M | 24.7K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.41% | $10M | 108.7K | Q2 2026 |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.41% | $858,142 | 9.1K | Q3 2025OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.41% | $1M | 12.3K | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.41% | $4M | 36.43M | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.41% | $1M | 11.2K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.41% | $4M | 41.9K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.41% | $218M | 2.26M | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.40% | $21M | 213.5K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.40% | $1M | 10.9K | Q3 2025OLDER |
| Fjell Capital, LLC$130M AUM | 0.40% | $517,637 | 5.4K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.40% | $874,822 | 9.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.40% | $1.6B | 16.81M | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.40% | $1M | 10.5K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.40% | $153M | 1.58M | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.40% | $4M | 39.7K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.39% | $943,386 | 9.8K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.39% | $2M | 17.2K | Q3 2025OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.39% | $458,601 | 4.7K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.39% | $2M | 17.3K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.39% | $1M | 11.7K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.39% | $10M | 107.2K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.39% | $697,260 | 7.2K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 0.38% | $581,528 | 6.0K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.38% | $2M | 17.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.38% | $781,619 | 8.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.38% | $7M | 72.6K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.37% | $1M | 11.5K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.37% | $817,834 | 8.5K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.37% | $2M | 21.8K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.37% | $1M | 10.5K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.37% | $3M | 34.8K | Q2 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.37% | $745,410 | 7.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.36% | $29M | 304.2K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.36% | $2M | 20.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.36% | $100M | 1.04M | Q2 2026 |
| Stamos Capital Partners, L.P.$640M AUM | 0.36% | $2M | 24.0K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.36% | $3M | 26.0K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.36% | $860,283 | 8.9K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.36% | $526,971 | 5.5K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.36% | $46M | 474.8K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.36% | $1M | 11.6K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.36% | $1M | 10.6K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.36% | $3M | 28.2K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.36% | $2M | 15.9K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.36% | $927,847 | 9.6K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.35% | $1M | 10.5K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.35% | $28M | 288.6K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.35% | $689,485 | 7.1K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.35% | $3M | 31.3K | Q3 2025OLDER |
| Wealth Advisory Team LLC$113M AUM | 0.35% | $398,139 | 4.6K | Q4 2025OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.35% | $468,781 | 4.9K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.35% | $1M | 12.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.35% | $531,536 | 5.5K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.35% | $468,274 | 4.9K | Q1 2026OLDER |
| 6th Street Advisors, LLC$159M AUM | 0.35% | $554,551 | 5.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.35% | $56M | 585.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.35% | $63M | 652.2K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.35% | $1M | 13.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.35% | $405,376 | 4.2K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.35% | $1M | 12.6K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.35% | $5M | 50.8K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.34% | $475,168 | 4.9K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.34% | $566,334 | 5.9K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.34% | $2M | 20.3K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 0.34% | $1M | 11.4K | Q3 2025OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.34% | $940,008 | 9.7K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.34% | $803,443 | 8.3K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.34% | $6M | 63.1K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.34% | $4M | 38.8K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.33% | $4M | 38.9K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.33% | $11M | 114.4K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.33% | $352,685 | 3.7K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.33% | $993,866 | 10.3K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.33% | $3M | 27.5K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.33% | $2M | 25.9K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.33% | $781,040 | 8.1K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.33% | $733,552 | 7.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.33% | $7M | 71.8K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.32% | $827,300 | 8.6K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.32% | $849,376 | 8.8K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.32% | $10M | 100.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.32% | $20M | 202.4K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.31% | $4M | 42.2K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.31% | $1M | 13.8K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.31% | $4M | 46.0K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.31% | $14M | 149.5K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.31% | $748,888 | 7.8K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.31% | $653,735 | 6.8K | Q2 2026 |
| Orca Wealth Management, LLC$141M AUM | 0.31% | $433,082 | 4.5K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.31% | $571,860 | 5.9K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.31% | $1M | 15.2K | Q4 2025OLDER |
| Expressive Wealth LLC$105M AUM | 0.31% | $284,095 | 3.3K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.31% | $11M | 118.6K | Q3 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.31% | $1M | 13.6K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.31% | $1M | 13.8K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.30% | $2M | 25.2K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.30% | $333,477 | 3.5K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.30% | $1M | 14.3K | Q2 2026 |
| GAM Holding AG$1.6B AUM | 0.30% | $5M | 54.4K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.30% | $12M | 129.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.30% | $103M | 1.07M | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.30% | $13M | 132.4K | Q3 2025OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.30% | $4M | 37.1K | Q2 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.30% | $530,945 | 5.5K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.30% | $1M | 13.7K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.30% | $66M | 683.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.30% | $9M | 93.9K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.30% | $182M | 1.89M | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.30% | $1M | 11.1K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.29% | $2M | 18.8K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.29% | $1M | 10.4K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.29% | $38M | 392.5K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 0.29% | $804,473 | 8.3K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.29% | $563,173 | 5.7K | Q2 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.29% | $2M | 25.6K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.29% | $37M | 381.1K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.29% | $735,536 | 7.6K | Q1 2026OLDER |
| Holcombe Financial, Inc.$170M AUM | 0.29% | $488,656 | 5.1K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.29% | $435,481 | 4.5K | Q2 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.29% | $685,916 | 7.1K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.29% | $2M | 23.8K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.29% | $563,194 | 5.8K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.29% | $979,678 | 10.2K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.28% | $2M | 25.3K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.28% | $4M | 38.8K | Q2 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.28% | $652,668 | 6.8K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.28% | $319,151 | 3.3K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.28% | $281,838 | 2.9K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.28% | $11M | 109.0K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.28% | $11M | 117.4K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.28% | $10M | 101.1K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.28% | $759,691 | 7.9K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.28% | $977,617 | 10.1K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.28% | $738,811 | 7.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.27% | $2M | 18.4K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.27% | $498,043 | 5.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.27% | $5M | 49.6K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.27% | $22M | 226.3K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.27% | $6M | 57.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.27% | $4.2B | 43.34M | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 0.27% | $411,688 | 4.7K | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.27% | $5M | 52.3K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.27% | $3M | 31.0K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.27% | $869,741 | 9.0K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.27% | $3M | 31.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.27% | $703,926 | 7.3K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.27% | $3M | 31.5K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.27% | $475,589 | 5.5K | Q4 2025OLDER |
| AdviceOne Advisory Services, LLC$177M AUM | 0.26% | $468,979 | 4.9K | Q2 2026 |
| WealthPoint Financial, LLC$119M AUM | 0.26% | $316,427 | 3.3K | Q2 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 0.26% | $540,609 | 5.6K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.26% | $1M | 12.3K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.26% | $375,016 | 3.9K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.26% | $1M | 13.3K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.26% | $656,295 | 6.8K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.26% | $630,041 | 6.5K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.26% | $7,061 | 74.5K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.26% | $38M | 397.6K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.26% | $309,329 | 3.3K | Q3 2025OLDER |
| Values First Advisors, Inc.$192M AUM | 0.26% | $495,820 | 5.1K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.26% | $589,148 | 6.1K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.26% | $6M | 62.3K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.26% | $2M | 16.9K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.26% | $2M | 21.7K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.26% | $6M | 58.2K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.26% | $2M | 25.5K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.26% | $376,718 | 3.9K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.26% | $2M | 24.1K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.26% | $519,719 | 5.5K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.25% | $22M | 226.6K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.25% | $4M | 44.9K | Q3 2025OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.25% | $724,587 | 7.5K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.25% | $454,964 | 4.7K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.25% | $1M | 15.0K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.