SEC 13F Intelligence

SPGIS&P GLOBAL INC

CUSIP 78409V104 · Yahoo Finance ↗ · Google Finance ↗

S&P Global Inc (SPGI) has 2,068 institutional holders in Filings Flow’s 13F database, together reporting 253.88M shares worth $106.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
2,068
Q1 2026
Reported Value
$106.2B
Ticker
SPGI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 797Q4 ’18Q1 ’19: 839Q2 ’19: 876Q2 ’19Q3 ’19: 912Q2 ’21: 1,259Q2 ’21Q4 ’21: 1,413Q4 ’22: 1,460Q4 ’22Q4 ’25: 2,120Q1 ’26: 2,068Q1 ’26Q2 ’26: 126filingsflow.com
Total reported value
Q4 ’18: $209.9BQ4 ’18Q1 ’19: $278.4BQ2 ’19: $266.3BQ2 ’19Q3 ’19: $323.9BQ2 ’21: $1.06TQ2 ’21Q4 ’21: $1.23TQ4 ’22: $47.7BQ4 ’22Q4 ’25: $131.5BQ1 ’26: $106.2BQ1 ’26Q2 ’26: $2.4Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Valley Forge Capital Management, LP$3.4B AUM22.15%$748M1.76MQ1 2026OLDER
C Partners Holding GmbH$317M AUM16.92%$54M126.1KQ1 2026OLDER
TCI Fund Management Ltd$45.2B AUM13.22%$6.0B14.04MQ1 2026OLDER
Alfreton Capital LLP$308M AUM13.12%$40M95.0KQ1 2026OLDER
Explore Capital Management, LLC$107M AUM12.82%$14M32.2KQ1 2026OLDER
BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM12.75%$375M880.6KQ1 2026OLDER
Camrose Capital Investment Partners LLP$764M AUM11.74%$90M210.9KQ1 2026OLDER
Atalan Capital Partners, LP$1.1B AUM11.53%$162M310.2KQ4 2025OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM11.12%$163M312.2KQ4 2025OLDER
Laurus Global Equity Management Inc.$102M AUM10.90%$11M26.2KQ1 2026OLDER
Coalescence Partners Investment Management, LP$463M AUM10.82%$50M117.7KQ1 2026OLDER
JACKSON HILL ADVISORS, LLC$193M AUM10.23%$20M46.5KQ1 2026OLDER
BlueSpruce Investments, LP$631M AUM9.62%$61M142.8KQ1 2026OLDER
LRZ CAPITAL LLC$200M AUM9.49%$19M44.6KQ1 2026OLDER
Rothschild & Co Wealth Management UK Ltd$6.5B AUM8.74%$571M1.34MQ1 2026OLDER
Lionstone Capital Management LLC$413M AUM8.65%$36M84.0KQ1 2026OLDER
RIT CAPITAL PARTNERS PLC$374M AUM8.64%$32M76.0KQ1 2026OLDER
GCQ FUNDS MANAGEMENT PTY Ltd$753M AUM8.49%$64M150.3KQ1 2026OLDER
Meritage Group LP$2.7B AUM8.10%$215M504.4KQ1 2026OLDER
Unisphere Establishment$11.9B AUM7.62%$906M2.13MQ1 2026OLDER
Dorsey Asset Management, LLC$1.3B AUM7.54%$95M222.7KQ1 2026OLDER
Spear Holdings RSC Ltd$1.0B AUM7.45%$75M175.6KQ1 2026OLDER
CYPRESS FUNDS LLC$398M AUM7.02%$28M65.6KQ2 2026
Hudson Way Capital Management LLC$1.0B AUM6.90%$72M169.7KQ1 2026OLDER
Round Hill Asset Management$153M AUM6.88%$11M24.7KQ1 2026OLDER
OAKMONT Corp$526M AUM6.79%$36M84.0KQ1 2026OLDER
Triveni Capital Investments LP$101M AUM6.63%$7M15.7KQ1 2026OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM6.56%$180M423.6KQ1 2026OLDER
Carmignac Gestion$6.5B AUM6.24%$406M955.0KQ2 2026
EdgePoint Investment Group Inc.$12.5B AUM5.63%$703M1.65MQ1 2026OLDER
Triavera Capital LLC$167M AUM5.63%$9M22.2KQ1 2026OLDER
PBCay One RSC Ltd$1.3B AUM5.55%$75M175.6KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM5.46%$290M595.6KQ3 2025OLDER
Ravenstone Capital Management Inc.$200M AUM5.43%$11M25.6KQ2 2026
Karl Kapital LLC$144M AUM5.31%$8M18.0KQ1 2026OLDER
Fullerton Fund Management Co Ltd.$1.2B AUM5.20%$65M152.7KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM5.12%$9M20.1KQ1 2026OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM5.00%$229M538.8KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM4.89%$54M126.2KQ1 2026OLDER
Incline Global Management LLC$255M AUM4.78%$14M26.7KQ4 2025OLDER
Ironvine Capital Partners, LLC$910M AUM4.52%$41M96.7KQ1 2026OLDER
Hingham Institution for Savings$113M AUM4.51%$5M12.0KQ1 2026OLDER
Skye Global Management LP$5.0B AUM4.47%$224M526.0KQ1 2026OLDER
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM4.37%$658M1.55MQ1 2026OLDER
CULLINAN ASSOCIATES INC$1.2B AUM4.19%$52M121.9KQ1 2026OLDER
JIA INVESTMENT ALLIANCE PTE. LTD.$956M AUM4.09%$39M91.8KQ1 2026OLDER
LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM4.05%$160M376.2KQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM3.81%$139M328.0KQ1 2026OLDER
Montaka Global Pty Ltd$167M AUM3.79%$6M14.9KQ1 2026OLDER
Bowie Capital Management, LLC$2.7B AUM3.72%$101M236.7KQ1 2026OLDER
PENINSULA ASSET MANAGEMENT INC$196M AUM3.69%$7M17.0KQ1 2026OLDER
TRB Advisors LP$146M AUM3.67%$16M30.0KQ4 2025OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM3.67%$25M57.9KQ1 2026OLDER
Bretton Capital Management, LLC$109M AUM3.62%$4M9.3KQ1 2026OLDER
Claar Advisors LLC$295M AUM3.56%$11M24.7KQ1 2026OLDER
PYA Waltman Capital, LLC$361M AUM3.53%$13M30.0KQ1 2026OLDER
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM3.53%$4M8.2KQ4 2025OLDER
Allen Investment Management, LLC$8.1B AUM3.53%$285M670.6KQ1 2026OLDER
STONE RUN CAPITAL, LLC$254M AUM3.46%$9M18.1KQ3 2025OLDER
Clio Asset Management LLC$119M AUM3.39%$4M9.5KQ1 2026OLDER
Bluegrass Capital Partners LP$139M AUM3.37%$5M11.0KQ1 2026OLDER
Karani Asset Management LLC$122M AUM3.33%$4M9.5KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM3.29%$161M330.2KQ3 2025OLDER
COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM3.27%$54M127.3KQ1 2026OLDER
YCG, LLC$1.1B AUM3.26%$36M84.7KQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM3.21%$7M12.8KQ4 2025OLDER
Chapman Investment Management, LLC$121M AUM3.20%$4M9.1KQ1 2026OLDER
Altrafin AG$290M AUM3.19%$9M21.8KQ1 2026OLDER
Birch Capital Management, LLC$191M AUM3.12%$6M14.0KQ1 2026OLDER
Progressive Investment Management Corp$379M AUM3.05%$12M27.1KQ1 2026OLDER
Sustainable Growth Advisers, LP$10.6B AUM3.03%$322M757.3KQ1 2026OLDER
James Hambro & Partners LLP$2.6B AUM3.00%$76M179.8KQ1 2026OLDER
Peak Asset Management, LLC$567M AUM2.94%$17M39.2KQ1 2026OLDER
Banque de Luxembourg S.A.$212M AUM2.92%$6M15.2KQ2 2026
Berkeley, Inc$298M AUM2.89%$9M20.2KQ1 2026OLDER
WEDGEWOOD PARTNERS INC$484M AUM2.84%$14M32.4KQ1 2026OLDER
Onex Canada Asset Management Inc.$601M AUM2.80%$17M39.5KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM2.75%$590M1.39MQ1 2026OLDER
Suncoast Equity Management$833M AUM2.72%$23M53.4KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM2.68%$76M177.6KQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM2.63%$244M568.8KQ1 2026OLDER
Evergreen Quality Fund GP, Ltd.$4.4B AUM2.63%$115M270.6KQ1 2026OLDER
Ownership Capital B.V.$178M AUM2.60%$5M9.5KQ3 2025OLDER
Arrow Capital Management, LLC$144M AUM2.56%$4M8.7KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM2.52%$38M89.0KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM2.52%$27M64.3KQ1 2026OLDER
Court Place Advisors, LLC$332M AUM2.48%$8M16.9KQ3 2025OLDER
Cander Asset Management LP$557M AUM2.40%$13M31.5KQ1 2026OLDER
Socorro Asset Management LP$221M AUM2.34%$5M12.2KQ1 2026OLDER
Fulcrum Capital LLC$461M AUM2.34%$11M25.3KQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM2.32%$6M14.2KQ1 2026OLDER
Phraction Management LLC$483M AUM2.30%$11M26.1KQ1 2026OLDER
Railway Pension Investments Ltd$7.0B AUM2.26%$193M368.9KQ4 2025OLDER
MAKENA CAPITAL MANAGEMENT LLC$866M AUM2.26%$20M46.0KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM2.24%$573M1.20MQ2 2026
SCHOLTZ & COMPANY, LLC$195M AUM2.22%$4M10.2KQ1 2026OLDER
Settian Capital LP$143M AUM2.21%$3M7.4KQ1 2026OLDER
Dilation Capital Management LP$199M AUM2.12%$5M8.8KQ4 2025OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM2.11%$27M64.2KQ1 2026OLDER
THREADGILL FINANCIAL, LLC$243M AUM2.07%$7M16.7KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM2.06%$7M17.1KQ1 2026OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM2.05%$701M1.65MQ1 2026OLDER
Bellecapital International Ltd.$554M AUM2.05%$11M26.7KQ1 2026OLDER
Longview Partners (Guernsey) LTD$7.1B AUM2.04%$144M338.4KQ1 2026OLDER
EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM2.03%$606M1.43MQ1 2026OLDER
Birch Hill Investment Advisors LLC$2.2B AUM2.02%$45M105.8KQ1 2026OLDER
Sather Financial Group Inc$1.6B AUM1.99%$32M76.2KQ1 2026OLDER
KP Management LLC$409M AUM1.97%$8M19.0KQ1 2026OLDER
GHE, LLC$241M AUM1.95%$5M11.1KQ1 2026OLDER
Guided Capital Wealth Management, LLC$152M AUM1.95%$3M5.3KQ4 2025OLDER
Temasek Holdings (Private) Ltd$30.5B AUM1.95%$594M1.40MQ1 2026OLDER
Haverford Financial Services, Inc.$336M AUM1.94%$7M15.3KQ1 2026OLDER
Dash Acquisitions Inc.$480M AUM1.93%$9M21.0KQ1 2026OLDER
Mount Capital Ltd$248M AUM1.92%$5M11.2KQ1 2026OLDER
Warther Private Wealth, LLC$427M AUM1.92%$8M19.2KQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM1.92%$137M323.2KQ1 2026OLDER
Kampmann Melissa S.$125M AUM1.91%$2M5.6KQ1 2026OLDER
Collier Financial$131M AUM1.91%$3M5.9KQ1 2026OLDER
Coronation Fund Managers Ltd.$2.2B AUM1.90%$42M98.2KQ1 2026OLDER
Fremen Capital Management LP$117M AUM1.84%$2M5.1KQ1 2026OLDER
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM1.84%$9M22.5KQ2 2026
Aviso Financial Inc.$2.8B AUM1.83%$52M121.2KQ1 2026OLDER
EDGEWOOD MANAGEMENT LLC$15.5B AUM1.80%$279M656.0KQ1 2026OLDER
FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM1.79%$2M4.3KQ1 2026OLDER
Bey-Douglas LLC$115M AUM1.74%$2M4.7KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM1.74%$44M103.6KQ1 2026OLDER
Wills Financial Group LLC$265M AUM1.73%$5M8.7KQ4 2025OLDER
FAYEZ SAROFIM & CO$39.1B AUM1.66%$650M1.53MQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM1.63%$5M11.9KQ1 2026OLDER
NS Partners Ltd$2.2B AUM1.62%$41M79.3KQ4 2025OLDER
Himalaya Capital Management LLC$3.2B AUM1.61%$52M121.5KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM1.60%$173M406.5KQ1 2026OLDER
ARGUS INVESTORS' COUNSEL, INC.$112M AUM1.60%$2M4.2KQ1 2026OLDER
PineStone Asset Management Inc.$14.2B AUM1.59%$226M532.4KQ1 2026OLDER
Titan Investment Solutions Ltd$781M AUM1.57%$12M28.8KQ1 2026OLDER
KR Capital LP$499M AUM1.53%$8M17.9KQ1 2026OLDER
Fortress Wealth Management, Inc.$225M AUM1.50%$3M6.9KQ3 2025OLDER
RIVERBRIDGE PARTNERS LLC$4.1B AUM1.50%$61M144.2KQ1 2026OLDER
Financial & Tax Architects, LLC$448M AUM1.49%$7M15.7KQ1 2026OLDER
Bleichroeder LP$579M AUM1.47%$9M20.0KQ1 2026OLDER
Bell Asset Management Ltd$340M AUM1.47%$5M11.8KQ1 2026OLDER
Papamarkou Wellner Asset Management inc.$164M AUM1.46%$2M5.6KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM1.46%$40M92.9KQ1 2026OLDER
Quilter Plc$5.7B AUM1.46%$83M195.8KQ1 2026OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM1.46%$7M16.4KQ2 2026
BNC WEALTH MANAGEMENT, LLC$360M AUM1.46%$6M10.9KQ4 2025OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM1.45%$89M170.0KQ4 2025OLDER
Mill Capital Management, LLC$1.3B AUM1.41%$18M43.5KQ1 2026OLDER
Soroban Capital Partners LP$51.8B AUM1.39%$718M1.69MQ1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM1.38%$1M3.4KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM1.38%$70M165.4KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM1.37%$101M237.5KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM1.35%$30M70.7KQ1 2026OLDER
Windmill Hill Asset Management Ltd$321M AUM1.35%$4M10.2KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM1.34%$23M53.7KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM1.32%$4M10.1KQ1 2026OLDER
Pictet North America Advisors SA$1.0B AUM1.32%$13M31.2KQ1 2026OLDER
Rockingstone Advisors LLC$218M AUM1.31%$3M6.7KQ1 2026OLDER
LGT Group Foundation$8.2B AUM1.30%$107M250.8KQ1 2026OLDER
Marathon Asset Management Ltd$2.6B AUM1.28%$33M78.3KQ1 2026OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM1.26%$3M6.4KQ1 2026OLDER
MIDDLETON & CO INC/MA$877M AUM1.25%$11M25.8KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM1.23%$445M1.05MQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM1.23%$5M11.9KQ1 2026OLDER
NovaPoint Capital, LLC$399M AUM1.23%$5M11.6KQ1 2026OLDER
BRISTOL JOHN W & CO INC /NY/$6.1B AUM1.23%$75M175.7KQ1 2026OLDER
Mudita Advisors LLP$490M AUM1.22%$6M14.0KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM1.21%$2M3.5KQ4 2025OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM1.21%$71M167.2KQ1 2026OLDER
Maple Capital Management, Inc.$1.5B AUM1.21%$18M42.6KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM1.21%$7M17.4KQ1 2026OLDER
Pettee Investors, Inc.$194M AUM1.20%$2M5.4KQ1 2026OLDER
Haverford Trust Co$10.9B AUM1.20%$131M308.0KQ1 2026OLDER
Sandro Wealth Management LLC$125M AUM1.20%$1M3.5KQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM1.19%$19M44.3KQ1 2026OLDER
Investidor Profissional Gestao de Recursos Ltda.$306M AUM1.18%$4M8.5KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM1.18%$19M45.2KQ1 2026OLDER
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM1.18%$19M43.8KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM1.17%$90M211.5KQ1 2026OLDER
DUPONT CAPITAL MANAGEMENT CORP$879M AUM1.17%$10M19.9KQ4 2025OLDER
Blue Zone Wealth Advisors, LLC$491M AUM1.16%$6M13.4KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM1.15%$18M36.2KQ3 2025OLDER
Vivid Wealth Management, LLC$247M AUM1.15%$3M5.7KQ4 2025OLDER
Long Corridor Asset Management Ltd$411M AUM1.14%$5M11.0KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM1.13%$7M16.9KQ1 2026OLDER
CAMDEN NATIONAL BANK$739M AUM1.13%$8M19.6KQ1 2026OLDER
GOODNOW INVESTMENT GROUP, LLC$913M AUM1.12%$10M24.1KQ1 2026OLDER
American Money Management, LLC$632M AUM1.12%$7M16.6KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM1.11%$9M21.8KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM1.10%$20M46.1KQ1 2026OLDER
DAVIS-REA LTD.$384M AUM1.10%$4M9.9KQ1 2026OLDER
RIDGECREST WEALTH PARTNERS, LLC$181M AUM1.09%$2M4.7KQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM1.08%$439M1.03MQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM1.05%$163M383.1KQ1 2026OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM1.05%$47M111.0KQ1 2026OLDER
Alecta Tjanstepension Omsesidigt$20.5B AUM1.05%$216M508.0KQ1 2026OLDER
Eos Management, L.P.$233M AUM1.05%$2M5.7KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM1.04%$21M50.0KQ1 2026OLDER
Oribel Capital Management, LP$2.3B AUM1.04%$24M55.4KQ1 2026OLDER
LifePlan Financial, LLC$135M AUM1.03%$1M3.3KQ1 2026OLDER
POSTROCK PARTNERS LLC$216M AUM1.02%$2M5.2KQ1 2026OLDER
Meiji Yasuda America Inc$404M AUM1.02%$4M9.7KQ1 2026OLDER
BRADY FAMILY WEALTH, LLC$321M AUM1.02%$3M7.7KQ1 2026OLDER
Vanderbilt University$526M AUM1.01%$5M12.5KQ1 2026OLDER
First National Bank of Mount Dora, Trust Investment Services$499M AUM1.01%$5M12.4KQ2 2026
Buttonwood Financial Advisors Inc.$299M AUM1.01%$3M7.1KQ1 2026OLDER
KENSICO CAPITAL MANAGEMENT CORP$4.9B AUM0.99%$48M113.5KQ1 2026OLDER
Snider Financial Group$331M AUM0.97%$3M7.6KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.97%$1M2.8KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.97%$417M979.9KQ1 2026OLDER
GDS Wealth Management$1.7B AUM0.96%$16M37.6KQ1 2026OLDER
Cercano Management LLC$2.3B AUM0.96%$22M52.0KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.94%$6M13.0KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.94%$12M27.7KQ1 2026OLDER
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.94%$198M465.2KQ1 2026OLDER
IMS Capital Management$217M AUM0.94%$2M4.2KQ3 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.93%$145M341.2KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.93%$23M55.0KQ1 2026OLDER
American State Bank (Iowa)$247M AUM0.93%$2M5.6KQ2 2026
BNP PARIBAS$3.1B AUM0.92%$29M68.7KQ1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.92%$5M10.9KQ3 2025OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.91%$34M78.9KQ1 2026OLDER
WD RUTHERFORD LLC$225M AUM0.91%$2M4.2KQ4 2025OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.90%$58M141.6KQ2 2026
ZEVIN ASSET MANAGEMENT LLC$723M AUM0.89%$6M15.1KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.88%$5M9.5KQ4 2025OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.88%$2M3.6KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.88%$22M55.2KQ2 2026
Capital Investment Counsel, LLC$730M AUM0.88%$6M15.1KQ1 2026OLDER
Magellan Asset Management Ltd$7.7B AUM0.87%$67M158.5KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.87%$12M22.7KQ4 2025OLDER
MOTCO$1.1B AUM0.87%$9M22.1KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.86%$2M5.6KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM0.86%$3M7.0KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.86%$5M10.6KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM0.85%$16M40.2KQ2 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.84%$5M11.2KQ3 2025OLDER
Erste Asset Management GmbH$10.8B AUM0.84%$91M216.5KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.84%$6M13.7KQ1 2026OLDER
Smith Salley Wealth Management$2.0B AUM0.84%$17M39.1KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.83%$28M53.5KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.82%$3M7.8KQ1 2026OLDER
WestEnd Advisors, LLC$4.1B AUM0.82%$34M80.1KQ1 2026OLDER
Ayrshire Capital Management LLC$193M AUM0.80%$2M3.6KQ1 2026OLDER
Sciencast Management LP$785M AUM0.80%$6M14.7KQ1 2026OLDER
Freedom Day Solutions, LLC$373M AUM0.80%$3M7.0KQ1 2026OLDER
Evelyn Partners Investment Management Services Ltd$850M AUM0.80%$7M15.9KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.79%$55M129.5KQ1 2026OLDER
CEERA INVESTMENTS, LLC$228M AUM0.79%$2M4.2KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.78%$4M8.5KQ1 2026OLDER
71 West Capital Partners$2.3B AUM0.78%$18M41.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.78%$464M887.3KQ4 2025OLDER
Decatur Capital Management, Inc.$219M AUM0.78%$2M4.0KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.78%$24M57.2KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.77%$10M22.5KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.77%$3M6.0KQ1 2026OLDER
Meridian Wealth Advisors, LLC$756M AUM0.77%$6M13.7KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.76%$2M2.9KQ4 2025OLDER
Strong Retirement Solutions LLC$143M AUM0.76%$1M2.5KQ1 2026OLDER
Cooke Wealth Management, LLC$113M AUM0.75%$850,6802.0KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.74%$6M13.2KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.74%$99M232.3KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.73%$20M47.7KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.73%$136M319.1KQ1 2026OLDER
OSSIAM$5.7B AUM0.72%$41M95.8KQ1 2026OLDER
Milestones Administradora de Recursos Ltda.$383M AUM0.71%$3M6.4KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.71%$5M11.0KQ1 2026OLDER
Barden Capital Management, Inc.$117M AUM0.70%$823,4581.9KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.70%$132M319.6KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM0.70%$7M17.4KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM0.70%$494,9841.0KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.69%$4M8.4KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.69%$203M476.6KQ1 2026OLDER
Cornerstone Advisors, LLC$2.7B AUM0.69%$19M43.8KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.67%$5M12.5KQ1 2026OLDER
Sovereign's Capital Management, LLC$136M AUM0.66%$902,5712.1KQ1 2026OLDER
Ebert Capital Management Inc.$107M AUM0.66%$702,9311.7KQ2 2026
Advocacy Wealth Management, LLC$2.3B AUM0.66%$15M35.0KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.65%$2M5.1KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.64%$5M8.8KQ4 2025OLDER
Financially in Tune, LLC$116M AUM0.64%$745,8691.8KQ1 2026OLDER
MERIDIAN MANAGEMENT CO$402M AUM0.64%$3M6.1KQ1 2026OLDER
D L CARLSON INVESTMENT GROUP INC$582M AUM0.64%$4M7.2KQ4 2025OLDER
Bowman & Co S.C.$237M AUM0.63%$2M2.9KQ4 2025OLDER
Nemes Rush Group LLC$1.1B AUM0.63%$7M15.6KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.63%$2M5.8KQ1 2026OLDER
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM0.63%$1M2.7KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.62%$9M20.7KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.62%$2M4.1KQ1 2026OLDER
Sompo Asset Management Co., Ltd.$545M AUM0.62%$3M7.9KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.62%$52M123.0KQ1 2026OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.61%$8M18.9KQ1 2026OLDER
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM0.61%$3M5.3KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.61%$2M3.4KQ3 2025OLDER
CHANNING GLOBAL ADVISORS, LLC$171M AUM0.60%$1M2.4KQ1 2026OLDER
FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM0.60%$9M21.8KQ1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM0.60%$18M42.0KQ1 2026OLDER
ARWA LLC$202M AUM0.60%$1M2.8KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.59%$2M3.8KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.58%$868M2.04MQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.58%$15M35.5KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.58%$6M14.2KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.58%$148M348.4KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.58%$45M106.5KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM0.57%$2M3.7KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.57%$605,6841.4KQ1 2026OLDER
COOPER INVESTORS PTY LTD$218M AUM0.57%$1M3.0KQ2 2026
Columbus Macro, LLC$936M AUM0.56%$5M12.4KQ1 2026OLDER
WESTPORT ASSET MANAGEMENT INC$226M AUM0.56%$1M3.0KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.56%$11M25.0KQ1 2026OLDER
Citrine Capital LLC$231M AUM0.56%$1M3.0KQ1 2026OLDER
Alaethes Wealth, LLC$351M AUM0.56%$2M4.6KQ1 2026OLDER
Baldwin Investment Management, LLC$856M AUM0.55%$5M11.1KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.55%$8M17.8KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.55%$9M21.7KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.55%$5M11.7KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.55%$10M22.5KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.54%$47M109.5KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.54%$5M12.8KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.54%$85M200.4KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.54%$5M12.3KQ1 2026OLDER
Port Capital LLC$2.2B AUM0.53%$12M28.3KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM0.53%$12M27.8KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.53%$44M104.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.53%$149M351.2KQ1 2026OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.53%$4M8.3KQ1 2026OLDER
Generate Investment Management Ltd$2.0B AUM0.52%$11M25.0KQ1 2026OLDER
Troy Asset Management Ltd$3.4B AUM0.52%$18M41.2KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.52%$384M902.5KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.51%$8M17.8KQ1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.51%$27M64.3KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.51%$2M3.1KQ4 2025OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.51%$21M43.5KQ3 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.51%$84M196.6KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.50%$8M18.1KQ1 2026OLDER
Wagner Wealth Management, Corp$111M AUM0.50%$507,435971Q4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.50%$8M18.5KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.49%$1M3.0KQ3 2025OLDER
Legacy Financial Strategies, LLC$554M AUM0.49%$3M6.4KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.49%$102M238.9KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.49%$6M15.2KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.49%$40M93.2KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.49%$7M12.7KQ4 2025OLDER
Candriam S.C.A.$20.1B AUM0.48%$97M185.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.48%$2.6B6.06MQ1 2026OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.48%$2M3.8KQ2 2026
Guardian Wealth Advisors, LLC$174M AUM0.48%$835,0162.0KQ1 2026OLDER
KEYSTONE INVESTORS PTE LTD$1.1B AUM0.48%$5M10.1KQ4 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.47%$28M66.0KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.47%$1M2.3KQ4 2025OLDER
MILFORD FUNDS LTD$4.8B AUM0.47%$22M52.8KQ1 2026OLDER
Sun Financial Inc$200M AUM0.47%$939,4282.3KQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.47%$3M6.5KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.47%$5M9.9KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.47%$6M14.5KQ1 2026OLDER
R Squared Ltd$182M AUM0.47%$850,6802.0KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.47%$15M36.0KQ1 2026OLDER
Leelyn Smith, LLC$713M AUM0.47%$3M7.8KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.47%$13M29.5KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.47%$5M10.8KQ1 2026OLDER
One River Asset Management, LLC$273M AUM0.46%$1M3.0KQ1 2026OLDER
SIRIOS CAPITAL MANAGEMENT L P$825M AUM0.46%$4M9.0KQ1 2026OLDER
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.46%$925,9652.2KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.46%$2M3.8KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.46%$6M13.8KQ1 2026OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.46%$609,7131.4KQ1 2026OLDER
Addenda Capital Inc.$3.6B AUM0.46%$16M38.2KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.45%$5M10.6KQ1 2026OLDER
QUEST INVESTMENT MANAGEMENT LLC$857M AUM0.45%$4M9.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.45%$591M1.39MQ1 2026OLDER
WHITENER CAPITAL MANAGEMENT, INC.$438M AUM0.45%$2M4.6KQ1 2026OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.45%$1M3.2KQ2 2026
Dockside LLC$397M AUM0.45%$2M3.3KQ4 2025OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.44%$2M4.6KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.44%$2M4.4KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.44%$268M630.6KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.44%$1M2.5KQ3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.44%$2M4.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.44%$6M14.3KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.43%$4M8.8KQ1 2026OLDER
Invera Wealth Advisors, LLC$156M AUM0.43%$672,8881.6KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.43%$3M6.8KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.43%$31M65.4KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.42%$2M4.5KQ1 2026OLDER
Vantage Investment Partners, LLC$1.4B AUM0.42%$6M14.4KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.42%$2M3.6KQ1 2026OLDER
Argentarii, LLC$286M AUM0.42%$1M2.8KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.42%$50M117.7KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM0.42%$2M5.7KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.42%$24M57.4KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.41%$3M7.4KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.41%$3M5.9KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.41%$18M42.1KQ1 2026OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.41%$1M2.9KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.41%$3M6.5KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM0.41%$1M2.9KQ1 2026OLDER
MQS Management LLC$148M AUM0.41%$704,2691.4KQ3 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.41%$9M20.9KQ1 2026OLDER
Sava Infond d.o.o.$705M AUM0.41%$3M6.8KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.41%$517,2141.2KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.41%$2M3.8KQ1 2026OLDER
Rench Wealth Management, Inc.$332M AUM0.41%$1M3.2KQ1 2026OLDER
Swedbank AB$95.1B AUM0.40%$384M903.2KQ1 2026OLDER
Bank of Marin$137M AUM0.40%$552,5161.3KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.40%$748,1071.4KQ4 2025OLDER
Factorial Partners, LLC$138M AUM0.40%$552,9421.3KQ1 2026OLDER
Cushing Capital Partners, LLC$130M AUM0.40%$522,0141.2KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.40%$15M35.3KQ1 2026OLDER
Blue Fin Capital, Inc.$610M AUM0.40%$2M5.7KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.40%$28M66.4KQ1 2026OLDER
Provident Investment Management, Inc.$1.0B AUM0.40%$4M9.4KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.39%$22M52.1KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.39%$2M3.9KQ4 2025OLDER
Skylands Capital, LLC$763M AUM0.39%$3M7.0KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.39%$39M91.9KQ1 2026OLDER
SCRATCH CAPITAL LLC$175M AUM0.39%$589,4061.2KQ3 2025OLDER
Prana Capital Management, LP$3.3B AUM0.39%$13M30.0KQ1 2026OLDER
Boit C F David$225M AUM0.39%$871,9472.0KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.39%$287M674.5KQ1 2026OLDER
AIMZ Investment Advisors, LLC$324M AUM0.39%$1M2.9KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.38%$1M3.1KQ1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.38%$9M16.4KQ4 2025OLDER
Pflug Koory, LLC$218M AUM0.38%$825,5851.9KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.37%$23M53.8KQ1 2026OLDER
Platform Technology Partners$519M AUM0.37%$2M4.6KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.37%$16M37.5KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.37%$4M7.7KQ3 2025OLDER
HOWE & RUSLING INC$1.5B AUM0.37%$6M13.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.37%$19M45.5KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.37%$32M74.8KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.37%$69M162.5KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.37%$725,8811.7KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.36%$871,5222.0KQ1 2026OLDER
LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM0.36%$2M3.8KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.36%$1M3.2KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.36%$18M42.3KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.36%$12M27.2KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.36%$2M5.0KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.36%$7M16.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.35%$295M694.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.35%$147M344.5KQ1 2026OLDER
BDF-GESTION$747M AUM0.35%$3M5.5KQ2 2026
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.35%$39M74.4KQ2 2026
TOWER BRIDGE ADVISORS$1.0B AUM0.35%$4M8.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.35%$206M483.2KQ1 2026OLDER
VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM0.35%$458,311877Q4 2025OLDER
Capital International Investors$426.5B AUM0.35%$1.5B3.52MQ1 2026OLDER
EASTERN BANK$6.5B AUM0.35%$23M56.2KQ2 2026
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.35%$7M16.5KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.35%$115M271.9KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.35%$42M98.5KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.35%$4M10.5KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.35%$81M190.9KQ1 2026OLDER
SUMITOMO LIFE INSURANCE CO$4.3B AUM0.35%$15M34.7KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.35%$90M211.4KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.35%$5M12.1KQ1 2026OLDER
Royal Capital Wealth Management, LLC$161M AUM0.34%$552,9421.3KQ1 2026OLDER
Nelson Capital Management, LLC$819M AUM0.34%$3M6.6KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.34%$8M19.6KQ1 2026OLDER
EFG International AG$4.7B AUM0.34%$16M37.7KQ1 2026OLDER
Thematics Asset Management$2.2B AUM0.34%$8M15.5KQ3 2025OLDER
1015 Capital Partners, LLC$103M AUM0.34%$351,331826Q1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.34%$1M2.7KQ4 2025OLDER
Waterway Wealth Management, LLC$452M AUM0.34%$2M3.6KQ1 2026OLDER
Chemistry Wealth Management LLC$625M AUM0.34%$2M5.2KQ2 2026
Allred Capital Management, LLC$275M AUM0.34%$920,0102.2KQ1 2026OLDER
1248 Management, LLC$216M AUM0.33%$624,4951.2KQ4 2025OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.33%$2M3.1KQ4 2025OLDER
CUTLER INVESTMENT COUNSEL LLC$971M AUM0.33%$3M7.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.33%$15M34.4KQ1 2026OLDER
S Harris Financial Group, LLC$110M AUM0.33%$361,915851Q1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.33%$43M100.4KQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.33%$2M4.9KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.33%$507,781963Q3 2025OLDER
Values First Advisors, Inc.$192M AUM0.33%$629,4191.5KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.33%$41M95.3KQ1 2026OLDER
Signet Private Wealth LLC$105M AUM0.33%$342,003654Q4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.33%$8M18.4KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.32%$546,5621.3KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.32%$48M113.0KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.32%$9M22.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.32%$125M294.5KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.32%$747,3221.8KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.32%$444,9341.0KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.32%$31M125.9KQ2 2026
TritonPoint Partners, LLC$272M AUM0.32%$867,6942.0KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM0.32%$6M13.7KQ1 2026OLDER
Stembrook Asset Management, LLC$102M AUM0.32%$325,811766Q1 2026OLDER
Forefront Wealth Partners, LLC$239M AUM0.32%$761,7841.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.32%$185M435.4KQ1 2026OLDER
FIRST MERCHANTS CORP$2.6B AUM0.32%$8M19.7KQ1 2026OLDER
AAFMAA Wealth Management & Trust LLC$286M AUM0.32%$909,4122.2KQ2 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.32%$5M10.8KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.32%$968,7031.9KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.32%$3M7.0KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.32%$10M24.3KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.32%$7M17.1KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.32%$32M75.6KQ1 2026OLDER
Bellwether Advisors, LLC$590M AUM0.31%$2M3.9KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.31%$751M1.77MQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.