SYKSTRYKER CORPORATION
CUSIP 863667101 · Yahoo Finance ↗ · Google Finance ↗
Stryker Corporation (SYK) has 2,277 institutional holders in Filings Flow’s 13F database, together reporting 299.02M shares worth $92.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,277
Q1 2026
Reported Value
$92.7B
Ticker
SYK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GREENLEAF TRUST$10.2B AUM | 51.45% | $5.2B | 15.94M | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 50.10% | $992M | 3.02M | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 20.47% | $80M | 243.2K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 10.87% | $24M | 74.2K | Q1 2026OLDER |
| BlueSpruce Investments, LP$631M AUM | 10.33% | $65M | 198.4K | Q1 2026OLDER |
| FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM | 8.85% | $390M | 1.19M | Q1 2026OLDER |
| Fundsmith LLP$12.8B AUM | 7.84% | $1.0B | 3.06M | Q1 2026OLDER |
| WORMSER FRERES GESTION$139M AUM | 7.01% | $10M | 28.9K | Q1 2026OLDER |
| Manitou Investment Management Ltd.$538M AUM | 6.86% | $37M | 117.3K | Q2 2026 |
| BONNESS ENTERPRISES INC$310M AUM | 6.21% | $19M | 61.1K | Q2 2026 |
| Long Road Investment Counsel, LLC$255M AUM | 5.53% | $14M | 43.0K | Q1 2026OLDER |
| Parkman Healthcare Partners LLC$970M AUM | 5.24% | $51M | 154.8K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 5.17% | $142M | 432.1K | Q1 2026OLDER |
| Meridiem Capital Partners LP$1.5B AUM | 4.96% | $76M | 231.5K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 4.59% | $7M | 21.3K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 4.58% | $38M | 116.2K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 4.51% | $11M | 32.1K | Q1 2026OLDER |
| JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM | 4.51% | $229M | 696.4K | Q1 2026OLDER |
| Bey-Douglas LLC$115M AUM | 4.11% | $5M | 14.3K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 3.90% | $390M | 1.15M | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 3.84% | $4M | 13.2K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 3.81% | $171M | 519.5K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 3.76% | $4M | 12.1K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 3.75% | $22M | 66.7K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 3.75% | $7M | 21.6K | Q1 2026OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 3.74% | $76M | 232.2K | Q1 2026OLDER |
| LGT CAPITAL PARTNERS LTD.$1.9B AUM | 3.65% | $69M | 208.9K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 3.61% | $12M | 35.8K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 3.59% | $26M | 83.8K | Q2 2026 |
| Rempart Asset Management Inc.$475M AUM | 3.58% | $17M | 51.8K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 3.58% | $35M | 109.7K | Q2 2026 |
| Carnegie Lake Advisors LLC$252M AUM | 3.55% | $9M | 27.2K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 3.54% | $8M | 23.5K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 3.53% | $4M | 12.3K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 3.49% | $7M | 20.8K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 3.42% | $23M | 70.5K | Q1 2026OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 3.41% | $34M | 103.6K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 3.40% | $4M | 11.0K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 3.31% | $68M | 206.4K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 3.27% | $4M | 12.4K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 3.18% | $7M | 18.5K | Q3 2025OLDER |
| Sandhill Capital Partners LLC$1.2B AUM | 3.14% | $36M | 111.0K | Q1 2026OLDER |
| Atle Fund Management AB$310M AUM | 3.09% | $10M | 26.8K | Q1 2026OLDER |
| GPM Growth Investors, Inc.$238M AUM | 3.08% | $7M | 22.3K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 3.08% | $51M | 155.2K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 3.03% | $12M | 35.3K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 2.95% | $24M | 72.1K | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 2.91% | $4M | 10.9K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 2.88% | $16M | 49.7K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 2.88% | $6M | 18.1K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.84% | $3M | 9.9K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 2.83% | $14M | 43.5K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 2.77% | $36M | 110.2K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 2.75% | $4M | 10.9K | Q3 2025OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 2.73% | $25M | 75.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 2.71% | $23M | 70.2K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 2.70% | $7M | 21.4K | Q1 2026OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 2.67% | $6M | 17.9K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 2.67% | $9M | 27.3K | Q2 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 2.60% | $25M | 75.8K | Q1 2026OLDER |
| Two Point Capital Management, Inc.$229M AUM | 2.60% | $6M | 18.1K | Q1 2026OLDER |
| NZS Capital, LLC$3.0B AUM | 2.55% | $77M | 233.1K | Q1 2026OLDER |
| Dundas Partners LLP$1.3B AUM | 2.49% | $31M | 95.0K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 2.48% | $22M | 65.5K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 2.47% | $5M | 15.6K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 2.39% | $41M | 126.0K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 2.38% | $10M | 29.4K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 2.37% | $87M | 265.5K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 2.37% | $8M | 23.1K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 2.35% | $23M | 69.6K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 2.34% | $5M | 14.2K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 2.31% | $7M | 22.5K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 2.30% | $7M | 23.4K | Q2 2026 |
| Railway Pension Investments Ltd$7.0B AUM | 2.29% | $161M | 489.8K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 2.24% | $10M | 30.9K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 2.19% | $4M | 11.7K | Q1 2026OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 2.18% | $24M | 74.5K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 2.16% | $167M | 509.1K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 2.15% | $19M | 57.8K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 2.09% | $6M | 17.4K | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 2.06% | $33M | 100.0K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 2.03% | $6M | 17.9K | Q1 2026OLDER |
| MayTech Global Investments, LLC$820M AUM | 2.01% | $17M | 50.2K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 1.97% | $182M | 549.2K | Q1 2026OLDER |
| PARNASSUS INVESTMENTS, LLC$34.1B AUM | 1.96% | $670M | 2.04M | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.95% | $5M | 16.2K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 1.94% | $22M | 67.8K | Q1 2026OLDER |
| Rhenman & Partners Asset Management AB$810M AUM | 1.94% | $16M | 47.8K | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 1.93% | $84M | 254.8K | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 1.93% | $3M | 8.7K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 1.92% | $10M | 30.5K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.87% | $3M | 9.3K | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.87% | $17M | 51.7K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.85% | $2M | 7.6K | Q1 2026OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 1.84% | $22M | 66.0K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 1.81% | $6M | 19.6K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 1.80% | $32M | 96.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.80% | $3M | 8.2K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 1.78% | $66M | 200.8K | Q1 2026OLDER |
| Martin Investment Management, LLC$334M AUM | 1.78% | $6M | 18.1K | Q1 2026OLDER |
| Running Oak Capital LLC$741M AUM | 1.78% | $13M | 40.0K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 1.77% | $24M | 73.3K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 1.75% | $3M | 9.7K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 1.75% | $6M | 17.9K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 1.74% | $8M | 23.7K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 1.73% | $6M | 18.1K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 1.70% | $44M | 138.7K | Q2 2026 |
| Bellevue Group AG$4.2B AUM | 1.70% | $71M | 217.2K | Q1 2026OLDER |
| Boit C F David$225M AUM | 1.70% | $4M | 11.6K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 1.69% | $121M | 367.4K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 1.69% | $7M | 23.8K | Q2 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 1.68% | $21M | 62.9K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 1.67% | $3M | 9.3K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 1.66% | $15M | 46.8K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.64% | $2M | 5.1K | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 1.63% | $66M | 201.6K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 1.62% | $3M | 8.0K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 1.62% | $4M | 11.9K | Q3 2025OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 1.61% | $15M | 46.3K | Q1 2026OLDER |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 1.60% | $2M | 5.9K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.60% | $4M | 11.0K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 1.59% | $40M | 122.0K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 1.59% | $4M | 13.0K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 1.58% | $19M | 57.3K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 1.58% | $28M | 85.8K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 1.58% | $35M | 107.3K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 1.58% | $4M | 10.8K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 1.56% | $2M | 6.6K | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 1.52% | $78M | 243.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 1.51% | $5M | 16.4K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 1.50% | $3M | 7.8K | Q1 2026OLDER |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 1.50% | $7M | 21.6K | Q2 2026 |
| Harrington Investments, INC$190M AUM | 1.49% | $3M | 8.6K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 1.45% | $34M | 102.0K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 1.45% | $5M | 14.6K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.42% | $3M | 8.0K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 1.42% | $2M | 5.1K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.42% | $3M | 7.8K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 1.41% | $59M | 177.9K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 1.40% | $19M | 56.6K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 1.40% | $12M | 37.2K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 1.38% | $3M | 8.7K | Q1 2026OLDER |
| Security National Bank$687M AUM | 1.38% | $9M | 28.9K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 1.38% | $7M | 21.9K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 1.38% | $4M | 11.5K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 1.37% | $20M | 60.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.36% | $12M | 37.8K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.36% | $11M | 33.9K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 1.35% | $16M | 49.4K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 1.35% | $2M | 4.6K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 1.34% | $2M | 5.5K | Q2 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.31% | $24M | 73.9K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.28% | $8M | 23.2K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 1.28% | $99M | 301.1K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 1.28% | $3M | 7.8K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 1.27% | $4M | 12.1K | Q1 2026OLDER |
| JLB & ASSOCIATES INC$696M AUM | 1.26% | $9M | 26.7K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.26% | $1M | 4.2K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 1.26% | $3M | 8.8K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.25% | $5M | 13.9K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.25% | $8M | 24.2K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 1.24% | $4M | 13.0K | Q1 2026OLDER |
| AlpenGlobal Capital LLC$157M AUM | 1.24% | $2M | 5.9K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 1.24% | $6M | 18.6K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 1.24% | $12M | 37.5K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 1.23% | $2M | 7.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.21% | $5M | 15.9K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 1.21% | $5M | 15.2K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.20% | $4M | 13.0K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 1.19% | $15M | 46.4K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 1.19% | $10M | 30.6K | Q2 2026 |
| ORBIMED ADVISORS LLC$5.0B AUM | 1.19% | $60M | 182.5K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 1.18% | $34M | 103.8K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 1.17% | $4M | 13.2K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 1.16% | $27M | 81.9K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 1.16% | $6M | 18.7K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 1.15% | $5M | 14.2K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.14% | $10M | 29.9K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 1.14% | $2M | 4.8K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 1.13% | $5M | 15.0K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 1.13% | $5M | 14.0K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 1.13% | $16M | 47.9K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 1.13% | $17M | 53.2K | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 1.12% | $9M | 26.7K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 1.12% | $6M | 18.6K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 1.11% | $2M | 6.1K | Q1 2026OLDER |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 1.11% | $2M | 6.1K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 1.10% | $12M | 35.2K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 1.10% | $1M | 4.0K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.10% | $11M | 34.7K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 1.10% | $2M | 5.6K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.09% | $6M | 17.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.09% | $21M | 63.5K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 1.09% | $14M | 41.6K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 1.07% | $5M | 14.3K | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.06% | $54M | 164.5K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 1.06% | $18M | 54.7K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 1.05% | $16M | 49.0K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.05% | $11M | 34.6K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.05% | $9M | 26.6K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 1.04% | $76M | 232.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.04% | $67M | 212.0K | Q2 2026 |
| ANB BANK$247M AUM | 1.03% | $3M | 7.8K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 1.03% | $11M | 31.2K | Q4 2025OLDER |
| River Wealth Advisors LLC$871M AUM | 1.03% | $9M | 27.3K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 1.03% | $16M | 42.5K | Q3 2025OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 1.02% | $48M | 146.2K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 1.02% | $3M | 9.8K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 1.02% | $6M | 18.2K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.00% | $61M | 185.2K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 1.00% | $3M | 10.5K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.00% | $6M | 17.6K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 1.00% | $9M | 26.4K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.99% | $3M | 8.4K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.99% | $15M | 46.9K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.99% | $2M | 6.4K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.99% | $1M | 4.0K | Q2 2026 |
| InTrack Investment Management Inc$175M AUM | 0.98% | $2M | 5.3K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.98% | $4M | 10.7K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.98% | $3M | 10.5K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.98% | $9M | 27.5K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.97% | $2M | 5.1K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.97% | $2M | 6.4K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.97% | $12M | 37.1K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.96% | $304M | 1.06M | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.96% | $1M | 3.8K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.96% | $16M | 47.3K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.95% | $59M | 179.5K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.95% | $24M | 73.2K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.94% | $2M | 5.6K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.94% | $3M | 7.8K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.93% | $27M | 81.1K | Q1 2026OLDER |
| EULAV Asset Management$3.1B AUM | 0.92% | $29M | 87.8K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 0.92% | $8M | 24.6K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.92% | $3M | 9.0K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.91% | $12M | 37.5K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.91% | $4M | 12.3K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.90% | $23M | 70.1K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.89% | $12M | 37.0K | Q1 2026OLDER |
| Generali Investments, Management Co LLC$430M AUM | 0.89% | $4M | 11.6K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.88% | $2M | 6.5K | Q3 2025OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.88% | $26M | 78.8K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.88% | $6M | 18.3K | Q2 2026 |
| Applied Finance Capital Management, LLC$1.3B AUM | 0.88% | $12M | 35.6K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 0.88% | $180M | 547.9K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.88% | $5M | 14.0K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.87% | $5M | 14.1K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.87% | $67M | 203.6K | Q1 2026OLDER |
| Act Two Investors LLC$453M AUM | 0.87% | $4M | 12.0K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.86% | $6M | 17.7K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.86% | $4M | 12.8K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 0.86% | $1M | 3.0K | Q3 2025OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.85% | $5M | 13.0K | Q4 2025OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.83% | $1M | 3.6K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.83% | $61M | 184.8K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.83% | $2M | 6.8K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 0.83% | $47M | 141.8K | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 0.83% | $177M | 539.5K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 0.82% | $3M | 10.1K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 0.82% | $2M | 5.4K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.82% | $7M | 20.9K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.82% | $25M | 105.8K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.81% | $2M | 4.9K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.81% | $5M | 15.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.80% | $279M | 847.7K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.80% | $9M | 26.2K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.79% | $2M | 6.5K | Q2 2026 |
| CENTRAL BANK & TRUST CO$636M AUM | 0.79% | $5M | 15.3K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.79% | $11M | 35.2K | Q2 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.79% | $4M | 12.6K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.79% | $3M | 9.7K | Q2 2026 |
| Private Wealth Partners, LLC$1.3B AUM | 0.79% | $10M | 31.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.79% | $86M | 261.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.78% | $34M | 102.5K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.78% | $3M | 8.7K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.77% | $10M | 30.3K | Q1 2026OLDER |
| Warm Springs Advisors Inc.$118M AUM | 0.77% | $907,566 | 2.8K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.77% | $5M | 14.4K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.76% | $3M | 10.4K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.76% | $759,043 | 2.3K | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.76% | $92M | 280.0K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.76% | $1M | 3.2K | Q1 2026OLDER |
| COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM | 0.75% | $35M | 105.1K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 0.75% | $1M | 2.9K | Q4 2025OLDER |
| Rice Partnership, LLC$732M AUM | 0.75% | $5M | 14.3K | Q3 2025OLDER |
| GraniteShares Advisors LLC$139M AUM | 0.75% | $1M | 3.2K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.74% | $1M | 3.5K | Q2 2026 |
| Piscataqua Savings Bank$148M AUM | 0.74% | $1M | 3.5K | Q2 2026 |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.74% | $11M | 33.9K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.73% | $4M | 13.2K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 0.73% | $1M | 3.9K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.73% | $2M | 7.3K | Q1 2026OLDER |
| KENSICO CAPITAL MANAGEMENT CORP$4.9B AUM | 0.73% | $43M | 121.5K | Q4 2025OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.72% | $9M | 26.4K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.71% | $2M | 5.1K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.70% | $9M | 28.2K | Q1 2026OLDER |
| Machina Capital S.A.S.$508M AUM | 0.70% | $4M | 10.5K | Q4 2025OLDER |
| BROOKTREE CAPITAL MANAGEMENT$126M AUM | 0.70% | $884,893 | 2.7K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.70% | $2M | 7.5K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.69% | $10M | 31.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.69% | $11M | 32.3K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.69% | $13M | 39.9K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.69% | $959,483 | 2.9K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.69% | $3M | 9.4K | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.69% | $13M | 40.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.69% | $2.1B | 6.05M | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.69% | $106M | 322.1K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 0.69% | $717,641 | 2.2K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.68% | $18M | 54.8K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.68% | $752,471 | 2.3K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.68% | $971,640 | 3.0K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.68% | $50M | 152.5K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.68% | $827,023 | 2.5K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.67% | $3M | 9.3K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.67% | $1M | 2.9K | Q4 2025OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.66% | $18M | 53.4K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.66% | $3M | 8.1K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.66% | $8M | 22.7K | Q4 2025OLDER |
| PFM Health Sciences, LP$1.1B AUM | 0.66% | $7M | 22.0K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.66% | $152M | 462.6K | Q1 2026OLDER |
| Crew Capital Management, Ltd$151M AUM | 0.66% | $989,384 | 3.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.65% | $967,040 | 2.9K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.65% | $1M | 4.1K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.65% | $6M | 17.0K | Q4 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.65% | $9M | 26.1K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.65% | $833,976 | 2.3K | Q3 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.64% | $165M | 486.8K | Q2 2026 |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.64% | $6M | 19.4K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.64% | $5M | 15.1K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.64% | $1M | 3.8K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.63% | $5M | 14.4K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.63% | $5M | 15.8K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.63% | $2M | 5.3K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.63% | $3M | 7.7K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 0.63% | $998,585 | 3.0K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.62% | $2M | 5.7K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.62% | $5M | 16.0K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.62% | $116M | 360.5K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.61% | $2M | 6.5K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.61% | $23M | 71.0K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.60% | $5M | 14.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.60% | $15M | 44.2K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.60% | $18M | 53.7K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.60% | $1M | 3.9K | Q2 2026 |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.59% | $10M | 30.6K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.59% | $2M | 7.3K | Q2 2026 |
| Western Reserve Capital Management, LLC$122M AUM | 0.59% | $716,983 | 2.2K | Q1 2026OLDER |
| MIROVA$2.5B AUM | 0.59% | $14M | 44.0K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.59% | $803,731 | 2.4K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.58% | $1M | 3.4K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.58% | $4M | 12.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.58% | $2M | 7.1K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.58% | $4M | 12.6K | Q2 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.58% | $16M | 49.7K | Q2 2026 |
| CRUX WEALTH ADVISORS$261M AUM | 0.58% | $2M | 4.6K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.58% | $37M | 106.7K | Q4 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.58% | $3M | 10.3K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.57% | $848,748 | 2.6K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.57% | $5M | 14.7K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.57% | $2M | 5.2K | Q2 2026 |
| Consolidated Investment Group LLC$922M AUM | 0.57% | $5M | 16.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.57% | $70M | 214.3K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.57% | $2M | 7.2K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.57% | $13M | 39.1K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.57% | $1M | 4.4K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.57% | $1M | 3.6K | Q3 2025OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 0.56% | $145M | 440.1K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.56% | $4M | 12.6K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.56% | $6M | 19.4K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.56% | $2M | 4.4K | Q3 2025OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.56% | $3M | 9.9K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.56% | $1M | 4.4K | Q1 2026OLDER |
| Sofinnova Investments, Inc.$2.6B AUM | 0.56% | $15M | 44.5K | Q1 2026OLDER |
| DARA CAPITAL US, INC.$105M AUM | 0.55% | $582,590 | 1.8K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 0.55% | $1M | 4.4K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.55% | $3M | 10.2K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.55% | $20M | 59.7K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.55% | $99M | 302.4K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 0.54% | $2M | 4.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.54% | $21M | 65.9K | Q2 2026 |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.54% | $1M | 3.3K | Q1 2026OLDER |
| US Asset Management LLC$115M AUM | 0.53% | $612,820 | 1.9K | Q2 2026 |
| Schear Investment Advisers, LLC$227M AUM | 0.53% | $1M | 3.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.53% | $104M | 316.2K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 0.53% | $2M | 4.8K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.53% | $3M | 8.1K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 0.52% | $30M | 90.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.52% | $365M | 1.10M | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.52% | $15M | 45.8K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.51% | $573,565 | 1.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.51% | $52M | 156.9K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.51% | $768,839 | 2.4K | Q2 2026 |
| Perkins Coie Trust Co$603M AUM | 0.51% | $3M | 9.8K | Q2 2026 |
| MEMBERS WEALTH LLC$182M AUM | 0.51% | $927,204 | 2.9K | Q2 2026 |
| hemming& Wealth Management, Inc.$143M AUM | 0.51% | $726,656 | 2.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.51% | $300M | 853.9K | Q4 2025OLDER |
| Notis-McConarty Edward$201M AUM | 0.51% | $1M | 3.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.51% | $11M | 33.1K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.51% | $5M | 14.4K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.50% | $2M | 7.4K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 0.50% | $978,415 | 3.1K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.50% | $10M | 29.1K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.50% | $69M | 209.9K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.50% | $2.7B | 8.12M | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.50% | $12M | 36.7K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.50% | $6M | 17.0K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.49% | $2M | 4.8K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.49% | $3M | 9.2K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 0.49% | $712,000 | 2.2K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.49% | $3M | 10.1K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.49% | $1M | 3.4K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.49% | $28M | 83.6K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.49% | $3M | 9.3K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.49% | $1M | 3.8K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.49% | $558M | 1.70M | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.48% | $2M | 5.1K | Q4 2025OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 0.48% | $2M | 6.5K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.48% | $546,272 | 1.6K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.48% | $15M | 46.6K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.48% | $160M | 486.2K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.48% | $2M | 6.2K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.48% | $745,451 | 2.3K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.48% | $33M | 101.9K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.47% | $16M | 47.4K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.47% | $3M | 8.3K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.47% | $2M | 7.1K | Q2 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.47% | $30M | 92.0K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.47% | $1M | 3.2K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.47% | $11M | 31.8K | Q4 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.46% | $74M | 226.7K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.46% | $1M | 6.5K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.46% | $2M | 4.9K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.45% | $1M | 3.7K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.45% | $593,333 | 1.8K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.45% | $663,752 | 2.0K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.45% | $1M | 3.5K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.45% | $6M | 17.1K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.45% | $507,343 | 1.5K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 0.45% | $2M | 5.3K | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.45% | $563,641 | 1.7K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.45% | $3M | 7.6K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.45% | $14M | 43.6K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 0.44% | $13M | 38.6K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.44% | $1M | 3.7K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 0.44% | $3M | 7.0K | Q2 2026 |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.44% | $804,109 | 2.4K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.44% | $2M | 7.3K | Q2 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.44% | $1M | 4.5K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.44% | $6M | 16.2K | Q4 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.44% | $1M | 3.5K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.44% | $69M | 208.6K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.44% | $550,388 | 1.7K | Q1 2026OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.43% | $36M | 101.9K | Q4 2025OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.42% | $1M | 3.3K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.42% | $657,180 | 2.0K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.41% | $5M | 16.1K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.41% | $13M | 40.3K | Q1 2026OLDER |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 0.41% | $760,499 | 2.4K | Q2 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.41% | $2M | 6.1K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.41% | $21M | 62.5K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.41% | $814,903 | 2.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.41% | $27M | 83.6K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.41% | $2M | 5.6K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.41% | $773,262 | 2.4K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.40% | $2M | 5.5K | Q1 2026OLDER |
| DNCA FINANCE$1.7B AUM | 0.40% | $7M | 21.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.40% | $10M | 29.8K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.40% | $1M | 4.2K | Q2 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.40% | $11M | 34.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.40% | $13M | 38.7K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.40% | $26M | 80.1K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.40% | $679,813 | 2.1K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.39% | $4M | 13.4K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.39% | $881,607 | 2.7K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.39% | $2M | 5.7K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.39% | $3M | 7.6K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.39% | $12M | 33.0K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.39% | $5M | 16.1K | Q2 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.38% | $3M | 10.04M | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.38% | $496,330 | 1.5K | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 0.38% | $2M | 7.1K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.38% | $3M | 8.7K | Q3 2025OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.38% | $414,266 | 1.3K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.38% | $1M | 3.7K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.38% | $400,880 | 1.2K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.38% | $1M | 3.4K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.38% | $4M | 12.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.37% | $2M | 7.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.37% | $6M | 18.1K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.37% | $2M | 5.6K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.37% | $2M | 5.1K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.37% | $9M | 26.1K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.37% | $3M | 8.7K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.37% | $13M | 40.9K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.37% | $416,981 | 1.3K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.37% | $3M | 10.0K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.37% | $87M | 263.4K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.37% | $2M | 5.9K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.37% | $3M | 9.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.37% | $5M | 14.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.