SEC 13F Intelligence

SYYSYSCO CORP

CUSIP 871829107 · Yahoo Finance ↗ · Google Finance ↗

Sysco Corp (SYY) has 1,552 institutional holders in Filings Flow’s 13F database, together reporting 407.20M shares worth $28.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
1,552
Q1 2026
Reported Value
$28.1B
Ticker
SYY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1,113Q4 ’18Q1 ’19: 1,142Q2 ’19: 1,132Q2 ’19Q3 ’19: 1,153Q2 ’21: 1,277Q2 ’21Q4 ’21: 1,300Q4 ’22: 1,371Q4 ’22Q4 ’25: 1,534Q1 ’26: 1,552Q1 ’26Q2 ’26: 88filingsflow.com
Total reported value
Q4 ’18: $191.2BQ4 ’18Q1 ’19: $263.5BQ2 ’19: $267.0BQ2 ’19Q3 ’19: $328.0BQ2 ’21: $243.2BQ2 ’21Q4 ’21: $262.9BQ4 ’22: $14.1BQ4 ’22Q4 ’25: $30.1BQ1 ’26: $28.1BQ1 ’26Q2 ’26: $492Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
First Nebraska Trust Co$591M AUM34.58%$204M2.79MQ2 2026
GEM Asset Management, LLC$227M AUM13.00%$29M413.0KQ1 2026OLDER
Hiddenite Capital Partners LP$381M AUM5.99%$23M320.0KQ1 2026OLDER
Prevatt Capital Ltd$371M AUM5.97%$21M280.0KQ4 2025OLDER
Sunriver Management LLC$591M AUM5.04%$48M652.8KQ4 2025OLDER
Rayburn West Financial Services LLC$170M AUM4.78%$8M113.7KQ1 2026OLDER
Coho Partners, Ltd.$779M AUM4.58%$36M433.8KQ3 2025OLDER
Clark & Stuart, Inc$148M AUM4.45%$7M92.5KQ1 2026OLDER
Longview Partners (Guernsey) LTD$7.1B AUM3.96%$279M3.91MQ1 2026OLDER
SHAYNE & JACOBS, LLC$337M AUM3.95%$13M159.5KQ2 2026
Cambridge Financial Group, Inc.$267M AUM2.79%$7M104.7KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM2.50%$27M384.6KQ1 2026OLDER
LONE PEAK GLOBAL INVESTORS LLC$600M AUM2.44%$14M195.0KQ4 2025OLDER
FinArc Investments, Inc.$104M AUM2.35%$2M34.2KQ1 2026OLDER
Kerrisdale Advisers, LLC$263M AUM2.27%$6M83.5KQ1 2026OLDER
Lavaca Capital LLC$564M AUM2.25%$13M177.8KQ1 2026OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM2.11%$83M1.16MQ1 2026OLDER
Sicart Associates LLC$389M AUM2.10%$8M114.7KQ1 2026OLDER
Interval Partners, LP$3.8B AUM1.97%$75M1.06MQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM1.95%$130M1.83MQ1 2026OLDER
Kiltearn Partners LLP$372M AUM1.94%$9M121.5KQ4 2025OLDER
CAMBIAR INVESTORS LLC$2.2B AUM1.86%$40M563.5KQ1 2026OLDER
St. James Investment Company, LLC$638M AUM1.84%$12M164.4KQ1 2026OLDER
Integras Partners LLC$152M AUM1.83%$3M39.1KQ1 2026OLDER
Kerusso Capital Management LLC$200M AUM1.70%$3M47.6KQ1 2026OLDER
Canoe Financial LP$7.3B AUM1.68%$118M1.43MQ3 2025OLDER
Allied Investment Advisors, LLC$697M AUM1.66%$12M162.6KQ1 2026OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM1.66%$134M1.88MQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM1.62%$35M494.4KQ1 2026OLDER
TOMS Capital Investment Management LP$3.8B AUM1.59%$61M850.0KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM1.57%$15M214.1KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM1.55%$248M3.48MQ1 2026OLDER
CNA FINANCIAL CORP$235M AUM1.52%$4M50.0KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM1.52%$36M510.0KQ1 2026OLDER
Kinloch Capital, LLC$245M AUM1.44%$4M49.4KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM1.41%$14M192.3KQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM1.39%$18M255.6KQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM1.36%$10M133.5KQ1 2026OLDER
CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM1.34%$4M60.3KQ4 2025OLDER
CABOT WEALTH MANAGEMENT INC$869M AUM1.31%$11M159.5KQ1 2026OLDER
PENINSULA ASSET MANAGEMENT INC$196M AUM1.31%$3M35.9KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM1.25%$3M40.7KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM1.23%$12M164.7KQ1 2026OLDER
Ironwood Investment Counsel, LLC$694M AUM1.23%$9M119.9KQ1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM1.23%$10M135.1KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM1.21%$3M44.0KQ1 2026OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM1.17%$88M1.23MQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM1.08%$10M137.7KQ1 2026OLDER
Walter Public Investments Inc.$418M AUM1.08%$6M82.6KQ4 2025OLDER
HARRIS ASSOCIATES L P$75.0B AUM1.05%$785M11.01MQ1 2026OLDER
Stockman Wealth Management, Inc.$906M AUM1.05%$9M132.8KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM1.04%$6M84.0KQ4 2025OLDER
New England Research & Management, Inc.$257M AUM1.04%$3M32.0KQ2 2026
Columbus Macro, LLC$936M AUM1.02%$10M133.7KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM1.01%$3M37.7KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM0.98%$32M443.4KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.98%$1M18.1KQ1 2026OLDER
Harrington Investments, INC$190M AUM0.95%$2M25.4KQ1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM0.95%$4M54.5KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM0.94%$2M22.6KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.93%$5M66.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.92%$3M34.8KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.91%$9M123.2KQ1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.91%$31M431.8KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.88%$5M71.7KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.87%$4M58.9KQ1 2026OLDER
Troy Asset Management Ltd$3.4B AUM0.86%$29M406.1KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.86%$4M52.8KQ1 2026OLDER
FINANCIAL ADVISORY PARTNERS, LLC$354M AUM0.85%$3M42.3KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.85%$13M189.2KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.84%$3M35.0KQ4 2025OLDER
Taylor Frigon Capital Management LLC$176M AUM0.84%$1M20.8KQ1 2026OLDER
KKM Financial LLC$563M AUM0.84%$5M64.2KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM0.83%$833,15111.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.82%$27M370.0KQ4 2025OLDER
Sompo Asset Management Co., Ltd.$545M AUM0.81%$4M62.2KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.80%$6M70.2KQ2 2026
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.80%$4M55.3KQ1 2026OLDER
DMKC Advisory Services, LLC$530M AUM0.79%$4M50.3KQ2 2026
BOYAR ASSET MANAGEMENT INC.$176M AUM0.79%$1M19.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.79%$755M10.58MQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.79%$1M17.6KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM0.79%$15M208.6KQ4 2025OLDER
LYNCH & ASSOCIATES/IN$533M AUM0.77%$4M57.9KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.75%$2M26.1KQ1 2026OLDER
Graves Light Lenhart Wealth, Inc.$1.1B AUM0.75%$8M96.5KQ2 2026
MORTON COMMUNITY BANK$460M AUM0.75%$3M48.5KQ1 2026OLDER
LMG Wealth Partners, LLC$549M AUM0.73%$4M56.3KQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.73%$7M80.7KQ3 2025OLDER
Towne Trust Company, N.A$311M AUM0.73%$2M31.8KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.72%$1M19.8KQ4 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.69%$14M190.6KQ1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.68%$36M497.9KQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM0.67%$4M54.0KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.66%$19M273.2KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.66%$789,73610.7KQ4 2025OLDER
W.H. Cornerstone Investments Inc.$160M AUM0.66%$1M14.8KQ1 2026OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.66%$5M69.7KQ1 2026OLDER
Directional Asset Management$109M AUM0.61%$669,4169.4KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.61%$3M47.1KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.60%$2M27.1KQ4 2025OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.58%$2M21.6KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.58%$48M673.1KQ1 2026OLDER
CacheTech Inc.$519M AUM0.58%$3M41.9KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.57%$61M754.0KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.56%$2M27.0KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.55%$929,67613.0KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.55%$22M307.7KQ1 2026OLDER
Night Squared LP$681M AUM0.54%$1M18.2KQ3 2025OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.53%$9M127.8KQ1 2026OLDER
Aurdan Capital Management, LLC$333M AUM0.53%$2M24.9KQ1 2026OLDER
Adams Wealth Management$455M AUM0.53%$2M34.0KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.53%$16M189.5KQ3 2025OLDER
Tevis Investment Management$176M AUM0.52%$916,87612.9KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.52%$63M880.9KQ1 2026OLDER
Persium Advisors, LLC$127M AUM0.51%$652,1709.1KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM0.51%$1M14.3KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.51%$1M14.6KQ1 2026OLDER
Curat Global, LLC$102M AUM0.51%$515,7167.2KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM0.50%$6M79.5KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.50%$40M561.9KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.50%$25M355.7KQ1 2026OLDER
Friedenthal Financial$199M AUM0.49%$984,42613.8KQ1 2026OLDER
Constitution Capital LLC$195M AUM0.49%$957,99411.5KQ2 2026
Accretive Wealth Partners, LLC$356M AUM0.49%$2M24.5KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.49%$16M230.5KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.49%$1M15.5KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.49%$2M31.5KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.48%$31M375.4KQ2 2026
HALL LAURIE J TRUSTEE$322M AUM0.48%$2M18.4KQ2 2026
MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM0.47%$40M490.0KQ3 2025OLDER
KENNEDY INVESTMENT GROUP, INC.$255M AUM0.46%$1M16.5KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.46%$2M33.6KQ1 2026OLDER
Harbour Trust & Investment Management Co$943M AUM0.46%$4M60.5KQ1 2026OLDER
Long Road Investment Counsel, LLC$255M AUM0.46%$1M16.4KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.46%$65M905.7KQ1 2026OLDER
Benin Management CORP$445M AUM0.46%$2M28.5KQ1 2026OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM0.46%$6M86.8KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.45%$2M25.4KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.44%$43M606.8KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.44%$3M44.0KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM0.44%$3M43.7KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.43%$35M495.5KQ1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.43%$749,2129.0KQ2 2026
DMC Group, LLC$148M AUM0.43%$635,4088.9KQ1 2026OLDER
CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM0.43%$765,79410.3KQ1 2026OLDER
Sciencast Management LP$785M AUM0.42%$3M46.8KQ1 2026OLDER
Bank & Trust Co$148M AUM0.42%$620,6428.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.42%$42M593.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.41%$1M20.3KQ4 2025OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.41%$7M97.1KQ1 2026OLDER
Generation Capital Management LLC$137M AUM0.41%$555,8757.8KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.41%$568,5008.0KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.40%$769,08010.8KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.40%$60M813.3KQ4 2025OLDER
Kagan Cocozza Asset Management$142M AUM0.40%$566,7657.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.40%$101M1.41MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.39%$2M32.5KQ1 2026OLDER
MainStreet Investment Advisors LLC$665M AUM0.39%$3M36.6KQ1 2026OLDER
A&I FINANCIAL SERVICES, LLC$230M AUM0.39%$892,96910.7KQ2 2026
111 Capital$406M AUM0.39%$2M21.9KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.39%$2M28.2KQ1 2026OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM0.38%$7M98.9KQ1 2026OLDER
Bath Savings Trust Co$965M AUM0.38%$4M44.1KQ2 2026
Revisor Wealth Management LLC$362M AUM0.38%$1M19.1KQ1 2026OLDER
WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM0.38%$585,7628.2KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.37%$4M50.2KQ4 2025OLDER
Evansbrook LLC$150M AUM0.37%$559,5057.8KQ2 2026
Wilson & Boucher Capital Management, LLC$151M AUM0.37%$562,7947.9KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.37%$19M266.5KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.37%$2M30.4KQ1 2026OLDER
Leelyn Smith, LLC$713M AUM0.37%$3M36.9KQ1 2026OLDER
Flavin Financial Services, Inc.$149M AUM0.37%$544,0567.6KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.36%$884,72012.4KQ1 2026OLDER
GHE, LLC$241M AUM0.36%$872,43712.2KQ1 2026OLDER
Core Wealth Partners LLC$215M AUM0.36%$778,46410.9KQ1 2026OLDER
Buckley Wealth Management, LLC$392M AUM0.36%$1M19.8KQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM0.36%$10M147.2KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.36%$7M100.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.35%$59M801.4KQ4 2025OLDER
Storgate, LLC$127M AUM0.35%$444,4576.2KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.35%$11M159.2KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.35%$1M18.2KQ1 2026OLDER
East Coast Asset Management, LLC.$303M AUM0.35%$1M14.7KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.35%$13M175.7KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.35%$23M322.3KQ1 2026OLDER
Panoramic Capital Partners, LLC$162M AUM0.35%$560,7547.9KQ1 2026OLDER
Nautilus Advisors LLC$146M AUM0.34%$501,0227.0KQ1 2026OLDER
Exeter Financial, LLC$245M AUM0.34%$834,31611.7KQ1 2026OLDER
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM0.33%$2M20.0KQ2 2026
Genus Capital Management Inc.$873M AUM0.33%$3M40.8KQ1 2026OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.33%$113M1.58MQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.33%$12M174.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.32%$4M60.2KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.32%$3M47.3KQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM0.32%$1M20.1KQ4 2025OLDER
S-Bank Fund Management Ltd$671M AUM0.32%$2M30.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.32%$7M91.3KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.31%$351,6574.9KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.31%$3M38.2KQ1 2026OLDER
Arjuna Capital$393M AUM0.31%$1M16.9KQ1 2026OLDER
Cherry Creek Investment Advisors, Inc.$230M AUM0.31%$704,2159.9KQ1 2026OLDER
InvesTrust$238M AUM0.30%$725,35410.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.30%$13M177.3KQ1 2026OLDER
Cadence Bank$1.7B AUM0.30%$5M69.8KQ4 2025OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.30%$2M29.8KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM0.30%$1M15.1KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.29%$34M471.4KQ1 2026OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM0.29%$4M58.6KQ4 2025OLDER
Richwood Investment Advisors, LLC$130M AUM0.29%$381,6875.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.29%$1M16.0KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.29%$790,12211.1KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM0.29%$531,0527.4KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.28%$4M48.1KQ4 2025OLDER
Traub Capital Management LLC$101M AUM0.28%$279,2573.9KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.28%$2M33.5KQ1 2026OLDER
DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM0.28%$1M15.4KQ1 2026OLDER
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM0.27%$632,0558.9KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.27%$50M695.6KQ1 2026OLDER
Partnership Wealth Management, LLC$131M AUM0.27%$356,6505.0KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.27%$3M38.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.27%$9M130.4KQ1 2026OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.27%$6M77.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.27%$2M22.9KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.27%$15M215.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.26%$14M195.7KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.26%$13M179.6KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.26%$18M264.0KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.26%$2M28.7KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.25%$502,0217.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.25%$2M22.3KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.25%$23M337.7KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.24%$3M45.0KQ1 2026OLDER
Guardian Wealth Advisors, LLC$174M AUM0.24%$424,5046.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.24%$357,7915.0KQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.24%$1M19.4KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.24%$7M100.5KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.24%$58M813.6KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.23%$240,7393.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.23%$158M2.22MQ1 2026OLDER
SUMITOMO LIFE INSURANCE CO$4.3B AUM0.23%$10M139.2KQ1 2026OLDER
Iowa State Bank$543M AUM0.23%$1M17.7KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.23%$627,5957.6KQ3 2025OLDER
R Squared Ltd$182M AUM0.23%$420,9905.9KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.23%$886,57812.0KQ4 2025OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.23%$3M42.7KQ1 2026OLDER
Powers Advisory Group, LLC$284M AUM0.23%$652,8499.2KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.23%$11M149.7KQ1 2026OLDER
BAXTER BROS INC$810M AUM0.23%$2M26.0KQ1 2026OLDER
Seelaus Asset Management LLC$139M AUM0.23%$316,7774.4KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.23%$2M31.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.23%$32M449.4KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.22%$675,4199.5KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.22%$5M68.4KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.22%$778,63810.9KQ1 2026OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.22%$3M35.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.22%$172M2.42MQ1 2026OLDER
SMITH SHELLNUT WILSON LLC /ADV$260M AUM0.22%$573,9107.0KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.22%$15M208.4KQ1 2026OLDER
Agate Pass Investment Management, LLC$271M AUM0.22%$594,6207.1KQ2 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.22%$2M23.7KQ2 2026
J.P. Marvel Investment Advisors, LLC$705M AUM0.22%$2M21.6KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.22%$12M175.2KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.22%$33M468.0KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.22%$252,2363.5KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM0.21%$759,59310.6KQ1 2026OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.21%$2M23.7KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.21%$3M38.4KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.21%$531,4107.5KQ1 2026OLDER
Invst, LLC$886M AUM0.21%$2M26.3KQ4 2025OLDER
Empower Advisory Group, LLC$38.5B AUM0.21%$81M1.13MQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.21%$264M3.70MQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.21%$374,2695.2KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.21%$700,5329.8KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.20%$8M115.2KQ1 2026OLDER
Bigelow Investment Advisors, LLC$250M AUM0.20%$507,4427.1KQ1 2026OLDER
Invera Wealth Advisors, LLC$156M AUM0.20%$316,3494.4KQ1 2026OLDER
AMES NATIONAL CORP$167M AUM0.20%$337,0344.7KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.20%$7M105.1KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.20%$982,18613.5KQ4 2025OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.20%$431,9036.1KQ1 2026OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.20%$4M57.3KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM0.20%$2M24.0KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.20%$2M24.4KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.20%$867,62312.2KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM0.19%$246M3.44MQ1 2026OLDER
Scientech Research LLC$120M AUM0.19%$555,1366.7KQ3 2025OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.19%$820,43811.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.19%$11M154.7KQ1 2026OLDER
ROGCO, LP$300M AUM0.19%$573,2088.0KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.19%$3M35.4KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.19%$23M316.9KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.19%$2M21.6KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.19%$416,1395.8KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.19%$2M21.6KQ1 2026OLDER
Northstar Advisory Group, LLC$269M AUM0.19%$504,0187.1KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.19%$15M205.6KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.19%$594,8928.3KQ1 2026OLDER
BCM ADVISORS, LLC$507M AUM0.18%$932,00412.9KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.18%$205,0742.9KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.18%$16M228.0KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.18%$517,8407.1KQ3 2025OLDER
Ponta Wealth Partners, LLC$124M AUM0.18%$226,6153.2KQ1 2026OLDER
RiverGlades Family Offices LLC$170M AUM0.18%$306,7194.3KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.18%$3M35.9KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.18%$262,0413.7KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.18%$3M43.5KQ1 2026OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.18%$250,0673.0KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.18%$3M43.2KQ1 2026OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.18%$257,5733.6KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.17%$511,1517.2KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.17%$35M473.4KQ1 2026OLDER
Stonebridge Capital Advisors LLC$1.4B AUM0.17%$2M34.8KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.17%$500,6456.0KQ2 2026
TI-TRUST, INC$168M AUM0.17%$286,7474.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.17%$283M3.96MQ1 2026OLDER
Van Diest Capital, LLC$127M AUM0.17%$214,6863.0KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM0.17%$290,4564.1KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.17%$3M43.9KQ1 2026OLDER
Hummer Financial Advisory Services Inc$152M AUM0.17%$254,9193.0KQ2 2026
BAILARD, INC.$4.4B AUM0.17%$7M101.7KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.17%$789,13411.1KQ1 2026OLDER
Athena Investment Management$193M AUM0.17%$319,4874.5KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.17%$2M30.4KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.17%$683,1699.6KQ1 2026OLDER
WILLNER & HELLER, LLC$160M AUM0.16%$214,5512.6KQ3 2025OLDER
Intrepid Financial Planning Group LLC$248M AUM0.16%$408,0085.7KQ1 2026OLDER
LCNB CORP$297M AUM0.16%$488,1836.8KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.16%$6M68.6KQ2 2026
F/m Investments LLC$1.5B AUM0.16%$2M34.6KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.16%$4M53.2KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.16%$2M23.5KQ1 2026OLDER
PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM0.16%$2M28.1KQ4 2025OLDER
denkapparat Operations GmbH$242M AUM0.16%$390,1755.5KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.16%$53M746.0KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.16%$684,4119.6KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.16%$85M1.19MQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM0.16%$232,0363.3KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.16%$2M26.6KQ1 2026OLDER
Dorato Capital Management$135M AUM0.16%$212,2992.8KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.16%$2M30.0KQ3 2025OLDER
BankPlus Wealth Management LLC$194M AUM0.16%$302,4494.2KQ1 2026OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.16%$500,6446.0KQ2 2026
Ransom Advisory, Ltd$218M AUM0.16%$337,4944.4KQ4 2025OLDER
Riverwater Partners LLC$300M AUM0.15%$464,6446.5KQ1 2026OLDER
Quartz Partners, LLC$259M AUM0.15%$400,4475.6KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.15%$6M78.2KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.15%$37M518.9KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.15%$1M17.6KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.15%$788,7219.6KQ3 2025OLDER
CITY HOLDING CO$800M AUM0.15%$1M17.0KQ1 2026OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM0.15%$444,3866.2KQ1 2026OLDER
Family Capital Management, Inc.$225M AUM0.15%$335,6794.7KQ1 2026OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.15%$542,2207.2KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.15%$2M21.3KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.15%$5M62.2KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.15%$477,4836.7KQ1 2026OLDER
Summit Place Financial Advisors, LLC$208M AUM0.15%$306,7194.3KQ1 2026OLDER
PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM0.15%$229,4813.2KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT Co$445M AUM0.15%$652,6699.2KQ1 2026OLDER
RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM0.15%$238,3402.9KQ3 2025OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.15%$3M35.5KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.15%$10M137.2KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.14%$3M46.8KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.14%$14M304.0KQ2 2026
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.14%$798,68211.2KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.14%$145,0142.0KQ1 2026OLDER
Copperleaf Capital, LLC$209M AUM0.14%$290,9073.5KQ3 2025OLDER
RPS ADVISORY SOLUTIONS LLC$176M AUM0.14%$245,7053.4KQ1 2026OLDER
CHRISTINE MESSMER PC$156M AUM0.14%$217,3363.0KQ1 2026OLDER
BLODGETT WEALTH ADVISORS, LLC$126M AUM0.14%$201,7332.5KQ3 2025OLDER
Ethic Inc.$6.4B AUM0.14%$9M123.5KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.14%$6M80.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.14%$12M163.6KQ1 2026OLDER
Walker Financial Services, Inc.$292M AUM0.14%$399,7255.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.14%$44M613.4KQ1 2026OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.14%$428,7466.0KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.14%$293,8514.1KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.14%$716,08210.0KQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.14%$368,1565.2KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.13%$434,0505.1KQ2 2026
Wealth Management Associates, Inc.$290M AUM0.13%$389,9615.5KQ1 2026OLDER
Field & Main Bank$344M AUM0.13%$460,7926.5KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.13%$287,1755.5KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.13%$1M14.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.13%$102M1.43MQ1 2026OLDER
Wealth Management Partners, LLC$350M AUM0.13%$461,7726.5KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.13%$2M31.8KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.13%$213,9192.6KQ3 2025OLDER
Palisade Asset Management, LLC$996M AUM0.13%$1M18.4KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.13%$3M35.4KQ1 2026OLDER
Clear Trail Advisors, LLC$601M AUM0.13%$788,69611.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.13%$51M710.8KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.13%$366,2644.4KQ3 2025OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.13%$205,9122.8KQ4 2025OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.13%$1M16.5KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.13%$7M92.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.13%$4M57.5KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.13%$379,2095.1KQ4 2025OLDER
Odyssean, LLC$274M AUM0.13%$348,5184.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.13%$8M108.1KQ1 2026OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.13%$1M15.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.13%$16M229.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.13%$136M1.96MQ1 2026OLDER
Boit C F David$225M AUM0.13%$285,3204.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.13%$827M11.59MQ1 2026OLDER
BlueChip Wealth Advisors LLC$228M AUM0.13%$285,3204.0KQ1 2026OLDER
Blackston Financial Advisory Group, LLC$160M AUM0.12%$210,2142.6KQ4 2025OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.12%$1M18.1KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.12%$4M55.6KQ1 2026OLDER
Williams Financial, LLC$172M AUM0.12%$211,3823.0KQ1 2026OLDER
5th Street Advisors, LLC$232M AUM0.12%$285,1074.0KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.12%$7M92.5KQ4 2025OLDER
Legacy Wealth Partners, LLC$399M AUM0.12%$484,1176.8KQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.12%$2M21.4KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.12%$4M60.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.12%$16M227.4KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.12%$2M32.8KQ4 2025OLDER
Bank of Jackson Hole Trust$207M AUM0.12%$239,8833.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.12%$16M230.1KQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.12%$438,9616.2KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.12%$534,6907.5KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.12%$3M36.6KQ1 2026OLDER
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.12%$685,1259.6KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.12%$187,8362.5KQ4 2025OLDER
Coastline Trust Co$1.0B AUM0.11%$1M16.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.11%$93M1.30MQ1 2026OLDER
WESCAP Management Group, Inc.$508M AUM0.11%$576,1328.1KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.11%$2M28.7KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.11%$5M69.6KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.11%$2M21.9KQ1 2026OLDER
1834 INVESTMENT ADVISORS CO$801M AUM0.11%$898,75812.6KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.11%$466,0746.5KQ1 2026OLDER
MGB Wealth Management, LLC$350M AUM0.11%$386,8735.3KQ4 2025OLDER
Sepio Capital, LP$1.8B AUM0.11%$2M28.3KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.11%$212,2722.6KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.11%$560,5827.9KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.11%$988,56213.9KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.11%$390,5575.3KQ4 2025OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.11%$4M53.3KQ1 2026OLDER
Asset Planning,Inc$141M AUM0.11%$151,5762.1KQ1 2026OLDER
Smith Thornton Advisors LLC$199M AUM0.11%$204,6972.5KQ3 2025OLDER
Fosun International Ltd$399M AUM0.11%$458,6476.2KQ4 2025OLDER
Taylor Hoffman Capital Management LLC$325M AUM0.11%$346,5924.9KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.11%$294,8603.6KQ3 2025OLDER
Rehmann Capital Advisory Group$1.9B AUM0.11%$2M28.6KQ1 2026OLDER
Latitude Advisors, LLC$218M AUM0.11%$231,2383.2KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.11%$219,9823.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.11%$100M1.40MQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.11%$305,4834.3KQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.11%$2M23.7KQ1 2026OLDER
CONWAY CAPITAL MANAGEMENT, INC.$214M AUM0.11%$224,6903.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.10%$122M1.71MQ1 2026OLDER
Hubbell Strickland Wealth Management, LLC$251M AUM0.10%$262,3383.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.10%$987,27913.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.10%$57M804.8KQ1 2026OLDER
Carl P. Sherr & Co., LLC$213M AUM0.10%$221,1653.1KQ1 2026OLDER
apricus wealth, LLC$205M AUM0.10%$213,2053.0KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.10%$2M22.4KQ1 2026OLDER
MFA WEALTH ADVISORS, LLC$508M AUM0.10%$527,8427.4KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.10%$2M22.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.10%$26M370.1KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.10%$249,6553.5KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.10%$384,8975.4KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.10%$19M260.3KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.10%$315,8354.3KQ4 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.10%$9M119.5KQ1 2026OLDER
Vision Capital Management, Inc.$792M AUM0.10%$806,95711.3KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.10%$5M70.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.10%$1.9B26.77MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.10%$197M2.76MQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.10%$2M25.3KQ1 2026OLDER
Curated Wealth Partners LLC$794M AUM0.10%$796,89711.2KQ1 2026OLDER
Ellenbecker Investment Group$743M AUM0.10%$741,66510.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.10%$398,8065.6KQ1 2026OLDER
Sandhill Capital Partners LLC$1.2B AUM0.10%$1M16.1KQ1 2026OLDER
CMG Global Holdings, LLC$210M AUM0.10%$206,5002.9KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.10%$399,4485.6KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.10%$633M8.88MQ1 2026OLDER
CenterStar Asset Management, LLC$797M AUM0.10%$781,88711.0KQ1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.10%$1M16.6KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.10%$320,9854.5KQ1 2026OLDER
Alliance Wealth Advisors, LLC$308M AUM0.10%$298,6313.6KQ2 2026
Hoese & Co LLP$135M AUM0.10%$130,1041.8KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.10%$1M12.6KQ2 2026
CFS Investment Advisory Services, LLC$1.5B AUM0.10%$1M18.2KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.10%$1M14.7KQ1 2026OLDER
Pavion Blue Capital, LLC$230M AUM0.09%$221,2482.7KQ3 2025OLDER
Stokes Family Office, LLC$969M AUM0.09%$913,04812.8KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.09%$949,97111.4KQ2 2026
Hartford Funds Management Co LLC$1.2B AUM0.09%$1M15.2KQ1 2026OLDER
Houlihan Financial Resource Group, Ltd.$257M AUM0.09%$240,8703.4KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.09%$366,7795.1KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.09%$3M44.6KQ1 2026OLDER
Pine Harbor Wealth Management, LLC$334M AUM0.09%$290,3813.5KQ3 2025OLDER
ICW Investment Advisors LLC$277M AUM0.09%$257,1993.6KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.09%$15M213.5KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.09%$292,3474.1KQ1 2026OLDER
Cove Private Wealth, LLC$440M AUM0.09%$289,3433.5KQ3 2025OLDER
Weil Company, Inc.$445M AUM0.09%$407,7225.7KQ1 2026OLDER

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