SRESEMPRA
CUSIP 816851109 · Yahoo Finance ↗ · Google Finance ↗
Sempra (SRE) has 1,260 institutional holders in Filings Flow’s 13F database, together reporting 586.59M shares worth $54.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Wellington Management Group LLP.
Institutional Holders
1,260
Q1 2026
Reported Value
$54.5B
Ticker
SRE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JCP Investment Management, LLC$150M AUM | 6.90% | $10M | 106.4K | Q1 2026OLDER |
| Voss Capital, LP$1.9B AUM | 6.47% | $122M | 1.25M | Q1 2026OLDER |
| Socorro Asset Management LP$221M AUM | 5.09% | $11M | 115.7K | Q1 2026OLDER |
| Perpetual Ltd$6.5B AUM | 4.53% | $295M | 3.04M | Q1 2026OLDER |
| REAVES W H & CO INC$6.0B AUM | 3.33% | $201M | 2.07M | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 3.29% | $12M | 119.5K | Q1 2026OLDER |
| ANTIPODES PARTNERS Ltd$5.2B AUM | 3.22% | $167M | 1.72M | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 2.95% | $40M | 410.6K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 2.85% | $219M | 2.26M | Q1 2026OLDER |
| Newport Trust Company, LLC$40.7B AUM | 2.68% | $1.1B | 11.23M | Q1 2026OLDER |
| Merewether Investment Management, LP$5.2B AUM | 2.66% | $137M | 1.41M | Q1 2026OLDER |
| Watchtower Advisors, LP$141M AUM | 2.46% | $3M | 35.7K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 2.44% | $54M | 606.2K | Q4 2025OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 2.11% | $203M | 2.09M | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 2.10% | $130M | 1.34M | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.96% | $42M | 435.4K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 1.92% | $39M | 402.4K | Q1 2026OLDER |
| ABS Direct Equity Fund LLC$131M AUM | 1.86% | $2M | 25.0K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 1.78% | $41M | 425.4K | Q1 2026OLDER |
| Werlinich Asset Management, LLC$262M AUM | 1.69% | $4M | 47.8K | Q2 2026 |
| BAHL & GAYNOR INC$19.8B AUM | 1.66% | $330M | 3.40M | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.65% | $35M | 360.5K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 1.64% | $68M | 699.6K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 1.55% | $6M | 62.0K | Q1 2026OLDER |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 1.45% | $75M | 776.4K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 1.43% | $5M | 54.1K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 1.39% | $2M | 20.1K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 1.37% | $29M | 293.7K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 1.34% | $2M | 18.6K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.33% | $5M | 48.5K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.33% | $54M | 555.6K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.25% | $3M | 31.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 1.23% | $60M | 622.0K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 1.18% | $33M | 336.6K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 1.15% | $18M | 181.3K | Q1 2026OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 1.14% | $110M | 1.13M | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.09% | $7M | 72.5K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 1.05% | $2M | 26.6K | Q4 2025OLDER |
| Financial Alternatives, Inc$185M AUM | 1.04% | $2M | 19.8K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.98% | $27M | 279.4K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.97% | $10M | 107.4K | Q3 2025OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.96% | $6M | 66.7K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.95% | $2M | 23.9K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 0.94% | $2M | 17.2K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 0.91% | $10M | 100.3K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.88% | $28M | 290.4K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.86% | $59M | 602.5K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.85% | $7M | 71.1K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.84% | $4.5B | 46.14M | Q1 2026OLDER |
| Nippon Life Global Investors Americas, Inc.$2.2B AUM | 0.83% | $18M | 188.6K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.82% | $2M | 24.3K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.82% | $1M | 14.4K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.82% | $1M | 15.3K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.81% | $1M | 15.9K | Q4 2025OLDER |
| Sciencast Management LP$785M AUM | 0.81% | $6M | 65.2K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.79% | $4M | 41.6K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.77% | $1M | 14.4K | Q4 2025OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.77% | $11M | 112.5K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.76% | $1M | 15.3K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.72% | $3M | 29.6K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.70% | $1M | 12.0K | Q1 2026OLDER |
| Sagefield Capital LP$1.4B AUM | 0.69% | $10M | 99.1K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.69% | $2M | 22.7K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.68% | $35M | 357.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.67% | $2M | 21.2K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.66% | $942,165 | 9.7K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.64% | $2M | 21.9K | Q2 2026 |
| Alaethes Wealth, LLC$351M AUM | 0.63% | $2M | 22.7K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.63% | $8M | 84.7K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.61% | $9M | 92.0K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.59% | $889,535 | 9.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.58% | $429M | 4.41M | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.58% | $8M | 79.2K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.57% | $113M | 1.16M | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.57% | $610,519 | 6.3K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.56% | $4M | 41.9K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.53% | $1M | 11.7K | Q4 2025OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.52% | $1M | 15.0K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.52% | $212M | 2.18M | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 0.52% | $1M | 13.6K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.52% | $97M | 1.00M | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.51% | $77M | 869.7K | Q4 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.51% | $2M | 25.1K | Q4 2025OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.51% | $1M | 14.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.49% | $561M | 5.78M | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.48% | $530,882 | 5.9K | Q3 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.48% | $1M | 15.0K | Q4 2025OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.46% | $17M | 172.2K | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 0.46% | $5M | 55.4K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.45% | $37M | 376.8K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.45% | $2M | 20.7K | Q1 2026OLDER |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM | 0.44% | $793,330 | 8.2K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.44% | $414M | 4.26M | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.43% | $508,200 | 5.2K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.43% | $1.8B | 18.75M | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.42% | $3M | 26.4K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.42% | $4M | 40.8K | Q3 2025OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.42% | $7M | 68.5K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.41% | $914,107 | 10.2K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.40% | $56M | 576.2K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.39% | $51M | 523.2K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.38% | $991,134 | 10.2K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.38% | $2M | 19.8K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.38% | $433,573 | 4.5K | Q2 2026 |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.38% | $17M | 188.3K | Q4 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.37% | $2M | 18.9K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.37% | $881,915 | 9.1K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.36% | $586,129 | 6.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.36% | $1M | 10.6K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.35% | $3M | 30.9K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.35% | $2M | 24.7K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 0.35% | $53M | 546.2K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.35% | $380,904 | 3.9K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 0.35% | $498,481 | 5.1K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.35% | $2M | 23.9K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 0.34% | $396,065 | 4.1K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.34% | $44M | 448.4K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.34% | $775,319 | 8.0K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.34% | $422,592 | 4.3K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 0.33% | $387,417 | 4.0K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.32% | $3M | 27.9K | Q1 2026OLDER |
| Presima Securities ULC$178M AUM | 0.32% | $569,028 | 5.9K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 0.31% | $60M | 621.5K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.31% | $573,411 | 6.2K | Q2 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.31% | $119M | 1.22M | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.31% | $6M | 62.9K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.30% | $997,698 | 11.1K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.30% | $907M | 9.33M | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.30% | $438,431 | 4.5K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.29% | $5M | 58.9K | Q4 2025OLDER |
| TCW GROUP INC$13.3B AUM | 0.29% | $39M | 401.4K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.29% | $17M | 178.5K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.29% | $5M | 51.1K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.29% | $13M | 147.2K | Q4 2025OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.29% | $5M | 48.2K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.29% | $20M | 225.6K | Q3 2025OLDER |
| AIA Group Ltd$6.9B AUM | 0.29% | $20M | 202.6K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.29% | $436,682 | 4.5K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.28% | $1M | 14.4K | Q2 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.28% | $954,307 | 9.8K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.28% | $381,854 | 4.3K | Q4 2025OLDER |
| Cross Staff Investments Inc$197M AUM | 0.28% | $544,152 | 5.6K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.27% | $641,917 | 7.1K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.27% | $14M | 167.4K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.27% | $741,975 | 8.2K | Q3 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.26% | $53M | 548.9K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.26% | $9M | 97.1K | Q4 2025OLDER |
| LRT Capital Management, LLC$107M AUM | 0.26% | $276,060 | 2.8K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.26% | $517,527 | 5.3K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.25% | $2M | 19.7K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.25% | $12M | 119.5K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.25% | $658,358 | 6.8K | Q1 2026OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.25% | $331,447 | 3.4K | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.25% | $9M | 88.7K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.24% | $7M | 68.0K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.24% | $41M | 422.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.24% | $996,264 | 11.3K | Q4 2025OLDER |
| ELCO Management Co., LLC$208M AUM | 0.24% | $502,175 | 5.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.24% | $968M | 9.96M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.23% | $79M | 808.7K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.23% | $259,833 | 2.7K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.23% | $150M | 1.55M | Q1 2026OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.23% | $279,803 | 2.9K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.23% | $36M | 370.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.23% | $176M | 1.81M | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.23% | $20M | 205.2K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.22% | $291,510 | 3.0K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.22% | $292M | 3.01M | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 0.22% | $301,612 | 3.4K | Q3 2025OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.22% | $339,706 | 3.5K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.22% | $273,446 | 2.8K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.22% | $5M | 56.5K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.22% | $3M | 27.1K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.22% | $30M | 311.1K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.21% | $156M | 1.61M | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.21% | $2M | 16.8K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.21% | $1M | 10.9K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.21% | $288,984 | 3.0K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.21% | $2M | 19.4K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.21% | $2M | 16.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.21% | $30M | 310.0K | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 0.20% | $377,582 | 3.9K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.20% | $16M | 162.6K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 0.20% | $866,173 | 8.9K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.20% | $118M | 1.21M | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.20% | $16M | 166.8K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.20% | $608,867 | 6.3K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.20% | $291,985 | 3.2K | Q4 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.20% | $811,927 | 8.4K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.20% | $2M | 20.0K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.20% | $390,623 | 4.0K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.19% | $2M | 16.5K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.19% | $624,123 | 6.7K | Q2 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.19% | $4M | 43.1K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.19% | $210,358 | 2.2K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.19% | $56M | 571.8K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.19% | $876,017 | 9.4K | Q2 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.19% | $671,276 | 6.9K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.18% | $12M | 121.0K | Q1 2026OLDER |
| Fisher Funds Management LTD$3.4B AUM | 0.18% | $6M | 64.5K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.18% | $7M | 76.9K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.18% | $257,501 | 2.6K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 0.18% | $305,988 | 0 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.18% | $5M | 61.1K | Q4 2025OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 0.18% | $300,186 | 3.4K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.18% | $108M | 1.11M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.18% | $62M | 634.2K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.18% | $2M | 15.8K | Q1 2026OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.18% | $1M | 10.7K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.18% | $4M | 39.7K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.17% | $606,287 | 6.9K | Q4 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.17% | $2M | 18.1K | Q1 2026OLDER |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.17% | $2M | 22.4K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.17% | $598,746 | 6.2K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 0.17% | $206,894 | 2.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.16% | $152M | 1.56M | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.16% | $5M | 47.7K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.16% | $5M | 52.7K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.16% | $324,839 | 3.3K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.16% | $249,144 | 2.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.16% | $1.0B | 10.57M | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.16% | $979,182 | 10.1K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.16% | $965,665 | 10.7K | Q3 2025OLDER |
| Pachira Investments Inc.$214M AUM | 0.15% | $331,315 | 3.4K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.15% | $1M | 15.1K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.15% | $205,061 | 2.2K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.15% | $519,554 | 5.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.15% | $454M | 4.67M | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.15% | $94M | 966.0K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.15% | $2M | 16.3K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.15% | $303,569 | 3.1K | Q1 2026OLDER |
| Ninepoint Partners LP$904M AUM | 0.15% | $1M | 15.4K | Q4 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.15% | $14M | 139.1K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.15% | $257,807 | 2.9K | Q4 2025OLDER |
| Bull Oak Capital, LLC$260M AUM | 0.15% | $386,542 | 4.0K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.15% | $467,359 | 4.8K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.15% | $2M | 24.6K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.15% | $595,361 | 6.1K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.15% | $238,747 | 2.5K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.15% | $477,105 | 4.9K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.15% | $7M | 72.7K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.15% | $583,020 | 6.0K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.15% | $9M | 91.5K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.15% | $437,168 | 4.5K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.15% | $37M | 378.2K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.14% | $412,397 | 4.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.14% | $2.7B | 28.02M | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.14% | $2M | 21.3K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.14% | $1M | 12.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.14% | $10M | 97.8K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.14% | $205M | 2.11M | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.14% | $550,007 | 5.7K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.14% | $485,117 | 5.0K | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 0.14% | $247,742 | 2.5K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.14% | $595M | 6.12M | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.14% | $706,645 | 7.3K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 0.14% | $223,060 | 2.4K | Q2 2026 |
| Sompo Asset Management Co., Ltd.$545M AUM | 0.14% | $740,435 | 7.6K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.14% | $424,827 | 4.4K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.14% | $370,840 | 4.0K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.13% | $127M | 1.30M | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 0.13% | $319,531 | 3.3K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.13% | $55M | 570.3K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 0.13% | $368,239 | 3.8K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.13% | $2M | 17.7K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.13% | $16M | 164.4K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.13% | $2M | 17.2K | Q2 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.13% | $305,794 | 3.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.13% | $132M | 1.36M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.13% | $75M | 772.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.13% | $889,640 | 7.0K | Q2 2026 |
| Pacific Wealth Management$186M AUM | 0.13% | $258,352 | 2.9K | Q3 2025OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.13% | $283,251 | 2.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.13% | $2M | 22.5K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.13% | $8M | 78.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.13% | $3.6B | 37.30M | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.12% | $388,681 | 4.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.12% | $19M | 196.7K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.12% | $67M | 684.5K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.12% | $352,436 | 3.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.12% | $237M | 2.44M | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.12% | $4M | 47.0K | Q3 2025OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.12% | $271,863 | 2.8K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.12% | $22M | 228.7K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.12% | $429,394 | 4.4K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.12% | $663,146 | 7.5K | Q4 2025OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.12% | $10M | 104.8K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.12% | $770,714 | 8.0K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.12% | $513,058 | 5.3K | Q1 2026OLDER |
| MASTERINVEST Kapitalanlage GmbH$962M AUM | 0.12% | $1M | 11.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.12% | $2.0B | 22.33M | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.12% | $446,982 | 4.6K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.12% | $4M | 39.2K | Q3 2025OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.12% | $11M | 108.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.12% | $679,121 | 7.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.11% | $151M | 1.55M | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.11% | $354,252 | 3.6K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.11% | $4M | 37.1K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 0.11% | $330,378 | 3.4K | Q1 2026OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.11% | $2M | 17.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.11% | $205,126 | 2.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.11% | $81M | 832.7K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.11% | $2M | 18.1K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.11% | $174,639 | 1.8K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.11% | $250,838 | 2.8K | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.11% | $166M | 1.71M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.11% | $1.7B | 17.95M | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.11% | $5M | 49.5K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.11% | $815,848 | 8.8K | Q2 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.11% | $479,921 | 5.0K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.11% | $452,909 | 4.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.11% | $5M | 47.7K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.11% | $186M | 1.92M | Q1 2026OLDER |
| LCM Capital Management Inc$199M AUM | 0.11% | $213,191 | 2.2K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.11% | $248,263 | 2.8K | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.11% | $57M | 586.0K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.11% | $364,971 | 3.8K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.11% | $10M | 106.1K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.10% | $123M | 1.26M | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.10% | $752,484 | 7.7K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.10% | $272,465 | 2.8K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.10% | $20M | 204.5K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.10% | $4M | 37.3K | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.10% | $3M | 28.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.10% | $893,085 | 9.19M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.10% | $4.1B | 42.41M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.10% | $119M | 1.23M | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.10% | $5M | 55.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.10% | $501,203 | 5.2K | Q1 2026OLDER |
| PointState Capital LP$7.9B AUM | 0.10% | $7M | 76.1K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 13.9K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.10% | $226,600 | 2.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.10% | $5.8B | 59.91M | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.10% | $17M | 178.9K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.10% | $20M | 209.1K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.10% | $230,662 | 2.5K | Q2 2026 |
| APG Asset Management N.V.$31.6B AUM | 0.10% | $32M | 376.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.10% | $833,409 | 8.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.10% | $483M | 4.97M | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 0.10% | $224,463 | 2.3K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.10% | $80M | 826.5K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.10% | $301,639 | 4.2K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.10% | $346,314 | 3.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.10% | $6.8B | 76.73M | Q4 2025OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.10% | $225,040 | 2.5K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.10% | $223,491 | 2.3K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.10% | $172,665 | 1.8K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.10% | $276,837 | 2.8K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.10% | $2M | 21.2K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.10% | $228,350 | 2.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.10% | $18M | 182.6K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.10% | $7M | 74.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.10% | $44M | 449.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.10% | $1.8B | 18.57M | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.09% | $24M | 246.3K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.09% | $26M | 272.6K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.09% | $45M | 463.0K | Q1 2026OLDER |
| Czech National Bank$18.3B AUM | 0.09% | $17M | 186.1K | Q2 2026 |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.09% | $11M | 114.5K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.09% | $10M | 104.7K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 0.09% | $523,650 | 5.4K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.09% | $387,615 | 4.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $52M | 536.1K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.09% | $231,265 | 2.4K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.09% | $1M | 16.3K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.09% | $180,433 | 1.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.09% | $357M | 3.67M | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.09% | $13M | 131.6K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.09% | $502,369 | 5.2K | Q1 2026OLDER |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.09% | $4M | 39.5K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.09% | $474,279 | 5.1K | Q1 2026OLDER |
| Alta Advisers Ltd$276M AUM | 0.09% | $249,241 | 2.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.09% | $490M | 5.05M | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.09% | $438,713 | 5.0K | Q4 2025OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.09% | $31M | 321.8K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.09% | $139M | 1.43M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.09% | $215M | 2.22M | Q1 2026OLDER |
| STONE RUN CAPITAL, LLC$254M AUM | 0.09% | $224,950 | 2.5K | Q3 2025OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.09% | $15M | 154.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.09% | $1.4B | 14.69M | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.09% | $17M | 170.5K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.09% | $7M | 76.0K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.09% | $89,105 | 917 | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.09% | $29M | 301.7K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.09% | $29M | 295.1K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.09% | $15M | 150.5K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.09% | $202,738 | 2.1K | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 0.09% | $1M | 14.3K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.09% | $26M | 272.0K | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.09% | $24M | 244.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.08% | $643M | 6.61M | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.08% | $80M | 825.9K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.08% | $159M | 1.63M | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.08% | $98,978 | 1.1K | Q3 2025OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.08% | $244,569 | 2.6K | Q2 2026 |
| Indivisible Partners$1.1B AUM | 0.08% | $951,804 | 9.8K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 0.08% | $204,165 | 2.3K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.08% | $22M | 222.8K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.08% | $10M | 100.5K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.08% | $9M | 103.2K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.08% | $17M | 171.7K | Q1 2026OLDER |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.08% | $1M | 11.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.08% | $23M | 235.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.08% | $40M | 413.8K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.08% | $3M | 33.9K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.08% | $862,858 | 9.8K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.08% | $1M | 14.6K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.08% | $514M | 5.29M | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.08% | $2M | 18.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.08% | $2M | 22.3K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.08% | $5M | 48.3K | Q1 2026OLDER |
| TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM | 0.08% | $2M | 22.6K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.08% | $382,441 | 3.9K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.08% | $2M | 21.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.08% | $91M | 933.6K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.08% | $10M | 99.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.08% | $34M | 349.5K | Q1 2026OLDER |
| Hartford Funds Management Co LLC$1.2B AUM | 0.08% | $890,618 | 9.2K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.08% | $271,826 | 2.9K | Q2 2026 |
| Cooper Financial Group$1.2B AUM | 0.08% | $931,013 | 10.0K | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.08% | $60M | 618.1K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.08% | $7M | 69.4K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 0.08% | $655,187 | 6.7K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.08% | $256,173 | 2.8K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $3M | 28.8K | Q2 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.08% | $268,889 | 2.8K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.08% | $9M | 92.4K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.08% | $611,886 | 6.6K | Q2 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.08% | $334,653 | 3.4K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.08% | $218,076 | 2.5K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.08% | $15M | 152.5K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.08% | $761,706 | 8.2K | Q2 2026 |
| Rice Partnership, LLC$732M AUM | 0.08% | $549,108 | 5.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.08% | $7M | 68.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.07% | $139M | 1.43M | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.07% | $427,451 | 4.4K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.07% | $291,510 | 3.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.07% | $8M | 77.5K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.07% | $8M | 81.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.07% | $1.0B | 10.39M | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.07% | $990,744 | 10.2K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.07% | $270M | 2.78M | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.07% | $471,964 | 5.3K | Q4 2025OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.07% | $6M | 69.5K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.07% | $255,543 | 2.8K | Q3 2025OLDER |
| General Partner, Inc.$186M AUM | 0.07% | $134,430 | 1.4K | Q2 2026 |
| TEMA ETFS LLC$1.5B AUM | 0.07% | $1M | 11.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.07% | $2M | 20.9K | Q2 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.07% | $9M | 94.3K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.07% | $518,712 | 5.6K | Q2 2026 |
| ALLSTATE CORP$9.4B AUM | 0.07% | $7M | 68.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.07% | $49M | 510.0K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.07% | $7M | 59.7K | Q2 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.07% | $2M | 25.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.07% | $1M | 14.6K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.07% | $340,995 | 3.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.07% | $2M | 17.6K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $223,394 | 2.3K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.07% | $113,980 | 1.2K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.07% | $555,910 | 5.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.07% | $650,360 | 6.7K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.07% | $2M | 19.8K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.07% | $349,521 | 3.6K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.07% | $695,223 | 7.1K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.07% | $270,036 | 2.8K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.07% | $2M | 16.3K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 0.07% | $386,445 | 4.0K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.07% | $268,772 | 2.8K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.07% | $468,748 | 4.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.07% | $5M | 46.7K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.06% | $419,466 | 4.8K | Q4 2025OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.06% | $5M | 50.8K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.06% | $2M | 15.6K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.06% | $237,781 | 2.6K | Q2 2026 |
| AMI ASSET MANAGEMENT CORP$1.6B AUM | 0.06% | $979,474 | 10.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $5M | 47.1K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.06% | $655,627 | 7.0K | Q2 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.06% | $406M | 4.18M | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.06% | $24M | 247.8K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.06% | $1M | 14.3K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.06% | $212,632 | 2.4K | Q4 2025OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.06% | $222,233 | 2.3K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.06% | $269,841 | 2.8K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.06% | $22M | 249.3K | Q3 2025OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.06% | $177,724 | 1.8K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.06% | $561,837 | 5.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.06% | $162M | 1.66M | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.06% | $373,887 | 4.2K | Q4 2025OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.06% | $2M | 18.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.06% | $12M | 123.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.06% | $2M | 19.6K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.06% | $569,416 | 5.9K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.06% | $544,929 | 5.6K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.06% | $369,095 | 3.8K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.06% | $853,135 | 8.8K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.06% | $95M | 981.3K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.06% | $387,320 | 4.0K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.06% | $4M | 40.6K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.06% | $22M | 228.4K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 0.06% | $268,931 | 2.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.