TDTORONTO DOMINION BK ONT
CUSIP 891160509 · Yahoo Finance ↗ · Google Finance ↗
Toronto Dominion Bk Ont (TD) has 829 institutional holders in Filings Flow’s 13F database, together reporting 799.72M shares worth $73.1B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Vanguard Group Inc, and Bank Of Montreal /Can/.
Institutional Holders
829
Q1 2026
Reported Value
$73.1B
Ticker
TD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CANERECTOR INC$211M AUM | 12.31% | $26M | 200.0K | Q1 2026OLDER |
| Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM | 9.18% | $128M | 1.37M | Q1 2026OLDER |
| Heathbridge Capital Management Ltd.$275M AUM | 8.24% | $23M | 243.3K | Q1 2026OLDER |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 6.67% | $232M | 2.49M | Q1 2026OLDER |
| Addenda Capital Inc.$3.7B AUM | 6.07% | $223M | 1.29M | Q2 2026 |
| Murchinson Ltd.$791M AUM | 6.02% | $48M | 510.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 6.01% | $3.7B | 39.45M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 5.98% | $70M | 746.3K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 5.77% | $1.9B | 20.65M | Q1 2026OLDER |
| PORTLAND INVESTMENT COUNSEL INC.$312M AUM | 5.75% | $18M | 192.0K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 5.61% | $158M | 1.69M | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 5.52% | $23M | 241.9K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 5.47% | $66M | 702.8K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 5.16% | $938M | 11.73M | Q3 2025OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 4.85% | $139M | 1.50M | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 4.33% | $4M | 47.1K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 4.06% | $987M | 10.59M | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 3.89% | $26M | 276.0K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 3.78% | $234M | 2.52M | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 3.72% | $186M | 1.99M | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 3.51% | $15M | 158.5K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 3.44% | $11M | 119.2K | Q1 2026OLDER |
| PERISCOPE CAPITAL INC.$902M AUM | 3.44% | $22M | 270.0K | Q3 2025OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 3.34% | $117M | 1.26M | Q1 2026OLDER |
| PCJ Investment Counsel Ltd.$352M AUM | 3.23% | $11M | 121.9K | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 3.20% | $121M | 1.30M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 3.20% | $890M | 9.56M | Q1 2026OLDER |
| Flat Footed LLC$920M AUM | 3.07% | $28M | 302.5K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 3.05% | $112M | 1.20M | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 2.84% | $3.5B | 37.65M | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 2.78% | $24M | 260.4K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 2.77% | $470M | 5.03M | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 2.73% | $1.1B | 11.95M | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 2.70% | $2.3B | 24.11M | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 2.69% | $7.2B | 77.21M | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 2.62% | $54M | 448.3K | Q2 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 2.60% | $2.8B | 30.35M | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 2.58% | $350M | 3.75M | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 2.57% | $4M | 46.6K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.49% | $29M | 306.2K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 2.47% | $8M | 86.7K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 2.35% | $392M | 4.20M | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 2.29% | $2.6B | 27.42M | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 2.29% | $993M | 10.64M | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 2.24% | $5M | 53.4K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 2.17% | $3M | 35.5K | Q4 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 2.10% | $51M | 544.3K | Q1 2026OLDER |
| Walter Public Investments Inc.$418M AUM | 2.09% | $9M | 93.8K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 2.06% | $17M | 183.8K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 2.04% | $1.2B | 12.51M | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 2.03% | $3M | 29.6K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 2.01% | $2M | 23.3K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 1.97% | $35M | 286.0K | Q2 2026 |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.96% | $2M | 22.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 1.95% | $11.1B | 119.09M | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 1.94% | $2.5B | 26.71M | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 1.91% | $6M | 61.9K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 1.79% | $7M | 73.7K | Q1 2026OLDER |
| DKRT Investments Corp.$395M AUM | 1.77% | $7M | 75.0K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 1.66% | $3M | 32.5K | Q3 2025OLDER |
| TABLEAUX LLC$206M AUM | 1.65% | $3M | 36.5K | Q1 2026OLDER |
| Ativo Capital Management LLC$115M AUM | 1.56% | $2M | 19.3K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 1.50% | $60M | 750.0K | Q3 2025OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 1.49% | $65M | 688.5K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 1.47% | $2M | 18.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 1.43% | $120M | 1.29M | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 1.40% | $2M | 18.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 1.36% | $1.6B | 16.93M | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 1.34% | $142M | 1.90M | Q3 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 1.30% | $291M | 2.64M | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 1.19% | $1M | 13.7K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 1.09% | $7M | 71.3K | Q1 2026OLDER |
| Ninepoint Partners LP$904M AUM | 1.07% | $10M | 102.3K | Q4 2025OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 1.04% | $15M | 165.0K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 1.04% | $3M | 33.1K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 1.03% | $7M | 61.4K | Q2 2026 |
| Applied Capital LLC/FL$212M AUM | 1.02% | $2M | 23.1K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.97% | $604M | 6.47M | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.97% | $151M | 1.62M | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.90% | $1M | 13.8K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.85% | $274M | 2.93M | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.83% | $4M | 47.3K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.81% | $2M | 18.5K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.76% | $20M | 212.4K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.75% | $1.2B | 12.48M | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.72% | $180M | 1.91M | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.72% | $8M | 88.9K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.69% | $11M | 115.4K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 0.68% | $938,232 | 10.1K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.67% | $9M | 94.9K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.65% | $66M | 708.0K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.65% | $2M | 23.1K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.61% | $99M | 1.06M | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.61% | $2M | 26.7K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.61% | $1M | 11.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.60% | $1.1B | 11.82M | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.59% | $139M | 1.49M | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.59% | $948,776 | 10.2K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.58% | $940,304 | 10.0K | Q4 2025OLDER |
| Williamson Legacy Group, LLC$133M AUM | 0.58% | $769,061 | 8.2K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 0.57% | $1M | 12.3K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.56% | $945,230 | 10.1K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.56% | $4M | 46.4K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.55% | $33M | 355.3K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.54% | $26M | 273.4K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.53% | $368M | 3.94M | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.52% | $34M | 367.6K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.50% | $33M | 355.9K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.49% | $1.4B | 14.22M | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.48% | $599,986 | 4.9K | Q2 2026 |
| HAP TRADING, LLC$1.4B AUM | 0.48% | $7M | 99.6K | Q3 2025OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.48% | $23M | 177.5K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.47% | $41M | 435.2K | Q1 2026OLDER |
| AMERICAN ASSETS INC$298M AUM | 0.47% | $1M | 15.0K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.47% | $3M | 25.3K | Q2 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.47% | $183M | 1.96M | Q1 2026OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.46% | $12M | 131.1K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.45% | $22M | 237.8K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 0.45% | $1M | 15.9K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.44% | $13M | 136.8K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.44% | $274M | 2.94M | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.43% | $3M | 27.4K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.41% | $749,832 | 8.0K | Q4 2025OLDER |
| Rempart Asset Management Inc.$475M AUM | 0.39% | $2M | 19.9K | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.38% | $59M | 451.8K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.36% | $2M | 17.5K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 0.36% | $5M | 51.0K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 0.36% | $19M | 147.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.35% | $1.4B | 14.78M | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.35% | $536,888 | 5.8K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.34% | $27M | 286.6K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.34% | $2M | 20.8K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.33% | $489,131 | 5.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.33% | $3M | 29.1K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.33% | $478,048 | 5.1K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.32% | $6M | 60.7K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.31% | $588,973 | 6.3K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.31% | $2M | 20.9K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.30% | $8M | 86.7K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.30% | $4M | 47.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.30% | $89M | 952.3K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.30% | $782,009 | 6.4K | Q2 2026 |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.28% | $11M | 114.0K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.28% | $4M | 46.0K | Q3 2025OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.27% | $681,070 | 7.3K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.26% | $790,802 | 8.5K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.26% | $284,595 | 3.0K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.26% | $17M | 186.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.26% | $426M | 4.57M | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.25% | $7M | 78.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.25% | $2M | 22.8K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.25% | $88M | 942.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.25% | $287M | 3.07M | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.24% | $367,854 | 3.9K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.24% | $26M | 286.5K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.24% | $21M | 220.3K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.24% | $304,448 | 3.2K | Q4 2025OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 0.24% | $383,000 | 4.1K | Q1 2026OLDER |
| Sensenig Capital Advisors, Inc$109M AUM | 0.24% | $261,439 | 2.2K | Q2 2026 |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.24% | $4M | 27.6K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.24% | $140M | 1.51M | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.24% | $3M | 34.7K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.23% | $30M | 320.4K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.23% | $619,578 | 6.6K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.23% | $1M | 11.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.22% | $969,767 | 8.1K | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.22% | $965M | 10.37M | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.22% | $496,770 | 4.1K | Q2 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.22% | $1M | 11.4K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.22% | $352,150 | 3.8K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.22% | $7M | 71.0K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.22% | $598,549 | 6.4K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.22% | $6M | 63.9K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.21% | $74M | 787.1K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.21% | $3M | 28.2K | Q4 2025OLDER |
| Korea Investment CORP$48.3B AUM | 0.21% | $102M | 1.09M | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.21% | $5M | 53.3K | Q4 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.20% | $719,659 | 7.7K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.20% | $1M | 10.9K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.20% | $2M | 23.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.19% | $60M | 645.9K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.19% | $37M | 397.8K | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.19% | $18M | 196.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.19% | $2M | 15.9K | Q2 2026 |
| Old North State Wealth Management, LLC$234M AUM | 0.19% | $436,385 | 3.6K | Q2 2026 |
| Impact Investors, Inc$144M AUM | 0.18% | $264,371 | 2.8K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.18% | $396,661 | 4.3K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.18% | $338,988 | 4.2K | Q3 2025OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 0.18% | $510,822 | 5.5K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.18% | $284,316 | 3.0K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.18% | $254,643 | 2.7K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.18% | $1M | 14.1K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.18% | $377,677 | 2.9K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.18% | $345,434 | 3.7K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.18% | $17M | 184.0K | Q1 2026OLDER |
| Williams Financial, LLC$172M AUM | 0.17% | $293,553 | 3.1K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.17% | $491,144 | 5.3K | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.17% | $32M | 340.4K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.17% | $28M | 301.7K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.16% | $18M | 191.6K | Q2 2026 |
| Radnor Capital Management, LLC$676M AUM | 0.16% | $1M | 11.8K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.16% | $1M | 10.8K | Q2 2026 |
| Flatrock Wealth Partners LLC$208M AUM | 0.16% | $335,470 | 3.6K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.16% | $3M | 32.0K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.16% | $725,112 | 7.8K | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 0.16% | $496,770 | 4.1K | Q2 2026 |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.16% | $502,288 | 5.4K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.16% | $167,025 | 1.8K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.16% | $45M | 487.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.16% | $71M | 766.6K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.15% | $280,463 | 3.0K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.15% | $264,147 | 2.8K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.15% | $8M | 86.0K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.15% | $656,902 | 7.0K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.15% | $423,441 | 4.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.15% | $170M | 1.84M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.15% | $706M | 7.57M | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.15% | $630,869 | 6.8K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.15% | $331,344 | 3.6K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.15% | $2M | 24.1K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.14% | $433M | 4.64M | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.14% | $29M | 310.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.14% | $131M | 1.43M | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.14% | $623,217 | 6.7K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.14% | $234,488 | 2.5K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.14% | $6M | 60.3K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.14% | $203,882 | 2.2K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.14% | $706,730 | 7.6K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.14% | $734,131 | 7.9K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.14% | $2M | 23.6K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.13% | $8M | 82.3K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.13% | $475,974 | 5.1K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.13% | $371,840 | 4.0K | Q1 2026OLDER |
| Woodbridge CO LTD$27.8B AUM | 0.13% | $36M | 388.2K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.13% | $432,533 | 3.6K | Q2 2026 |
| Brown Shipley& Co Ltd$167M AUM | 0.13% | $214,117 | 2.3K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 0.13% | $491,306 | 4.0K | Q2 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.13% | $332,837 | 3.6K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.13% | $610,256 | 6.5K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.13% | $690,307 | 7.4K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.12% | $316,695 | 3.4K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.12% | $289,659 | 3.6K | Q3 2025OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.12% | $1M | 13.7K | Q3 2025OLDER |
| Next Level Private LLC$511M AUM | 0.12% | $609,943 | 5.0K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.12% | $1M | 10.9K | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.12% | $4.7B | 50.50M | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.12% | $51M | 546.1K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.12% | $23M | 288.0K | Q3 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.11% | $350,659 | 3.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.11% | $9M | 98.6K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.11% | $846,261 | 9.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.11% | $567,978 | 6.1K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.11% | $304,004 | 3.3K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.11% | $228,610 | 2.5K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.11% | $431,635 | 4.6K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.11% | $210,321 | 2.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.11% | $7.3B | 77.25M | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.10% | $1.7B | 17.54M | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.10% | $1M | 17.3K | Q3 2025OLDER |
| Innova Wealth Partners$211M AUM | 0.10% | $219,838 | 2.4K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.10% | $2M | 16.9K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.10% | $1M | 13.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.10% | $3M | 36.8K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.10% | $26M | 280.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.10% | $62M | 665.9K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.10% | $353,042 | 3.0K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.10% | $2M | 20.5K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.10% | $446,286 | 4.8K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.10% | $2M | 25.1K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.10% | $47M | 508.2K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.10% | $213,713 | 1.8K | Q2 2026 |
| AlphaCentric Advisors LLC$100M AUM | 0.10% | $97,789 | 1.0K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.10% | $224,877 | 2.4K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 0.10% | $328,115 | 4.1K | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.09% | $429,507 | 4.6K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.09% | $8M | 85.7K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.09% | $38M | 411.5K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.09% | $954,655 | 10.2K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.09% | $345,964 | 3.7K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.09% | $219,742 | 1.8K | Q2 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.09% | $86M | 923.1K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.09% | $126,032 | 1.4K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.09% | $254,923 | 2.7K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.09% | $363,968 | 3.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.09% | $3M | 34.0K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.09% | $74M | 790.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.08% | $17M | 217.7K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.08% | $20M | 213.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.08% | $4M | 44.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $508,540 | 5.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.08% | $11M | 111.7K | Q4 2025OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.08% | $4M | 42.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.08% | $373,707 | 4.0K | Q1 2026OLDER |
| Omnia Family Wealth, LLC$373M AUM | 0.08% | $304,061 | 2.5K | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.08% | $269,666 | 2.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.08% | $290M | 3.10M | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.08% | $509M | 5.45M | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.08% | $3M | 29.9K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.08% | $292,114 | 3.1K | Q4 2025OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.08% | $386,390 | 3.2K | Q2 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.08% | $4M | 38.0K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.07% | $474,796 | 5.1K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.07% | $385,837 | 4.1K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 0.07% | $428,666 | 4.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.07% | $2M | 25.4K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.07% | $1M | 14.8K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.07% | $479,801 | 5.1K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.07% | $514,045 | 5.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.07% | $468M | 5.03M | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.07% | $1M | 15.0K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.07% | $1M | 11.6K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.07% | $221,518 | 2.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.07% | $86M | 921.8K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.07% | $1M | 10.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.07% | $205,003 | 2.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.07% | $581M | 6.23M | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.07% | $3M | 30.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.07% | $59M | 631.9K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $589,319 | 4.9K | Q2 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.06% | $562,846 | 6.0K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.06% | $90,530 | 944 | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.06% | $3M | 31.6K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.06% | $933,100 | 10.0K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.06% | $819,635 | 8.8K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.06% | $279,557 | 3.0K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.06% | $1M | 16.3K | Q3 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.06% | $99,843 | 1.1K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.06% | $328,711 | 2.7K | Q2 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 0.06% | $212,933 | 2.3K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.06% | $105,161 | 1.1K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.06% | $332,055 | 3.5K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.06% | $1M | 17.9K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $121M | 1.32M | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.06% | $94,577 | 1.0K | Q4 2025OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.06% | $2M | 19.0K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.06% | $521,043 | 5.6K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.06% | $104,308 | 859 | Q2 2026 |
| Westover Capital Advisors, LLC$543M AUM | 0.06% | $303,444 | 3.3K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.06% | $572,923 | 6.1K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.06% | $21M | 203.1K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.05% | $230,009 | 2.5K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.05% | $336,009 | 3.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.05% | $1.0B | 11.04M | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $716,930 | 7.6K | Q4 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.05% | $211,897 | 2.9K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.05% | $296,540 | 3.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.05% | $116M | 1.26M | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.05% | $255,669 | 2.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.05% | $246,139 | 2.0K | Q2 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.05% | $4M | 43.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.05% | $65,317 | 700 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.05% | $58,225 | 624 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.05% | $154M | 1.63M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.05% | $11M | 117.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.05% | $84M | 892.1K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.05% | $10M | 106.0K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.05% | $333,117 | 3.6K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.05% | $139,965 | 1.5K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.05% | $730,431 | 7.8K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.05% | $462,649 | 3.8K | Q2 2026 |
| Cypress Capital Group$889M AUM | 0.05% | $421,388 | 4.5K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.05% | $221,741 | 2.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.05% | $616,687 | 6.6K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.05% | $472,615 | 5.1K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.05% | $56,640 | 607 | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.05% | $235,608 | 2.5K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 0.05% | $231,409 | 2.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $699M | 7.64M | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.04% | $415,509 | 4.5K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.04% | $483,369 | 7.6K | Q4 2025OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.04% | $293,740 | 3.1K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $34M | 363.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $770,222 | 8.3K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.04% | $276M | 2.96M | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $426,087 | 3.5K | Q2 2026 |
| Westerkirk Capital Inc.$929M AUM | 0.04% | $438,302 | 4.6K | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.04% | $64,944 | 696 | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.04% | $294,113 | 3.2K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 0.04% | $404,513 | 3.3K | Q2 2026 |
| DJE Kapital AG$4.5B AUM | 0.04% | $2M | 20.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $289,447 | 3.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.04% | $56,079 | 601 | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.04% | $357,490 | 2.9K | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $56M | 601.5K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.04% | $1M | 8.4K | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.04% | $52M | 566.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 24.4K | Q1 2026OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.04% | $1M | 15.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.04% | $3M | 27.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.04% | $4M | 42.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.04% | $218,439 | 2.3K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.04% | $216,946 | 2.3K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.04% | $54,539 | 584 | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.04% | $465,150 | 5.0K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.04% | $14M | 173.0K | Q3 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.04% | $407,018 | 4.4K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.04% | $373,240 | 4.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.04% | $433,341 | 4.6K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.04% | $55,986 | 600 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.04% | $136M | 1.46M | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.04% | $223,944 | 2.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.04% | $20M | 215.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 45.5K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.04% | $263,963 | 2.6K | Q1 2026OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.04% | $746,487 | 8.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.04% | $1M | 9.6K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.04% | $337,502 | 3.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $911,549 | 9.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.04% | $19M | 203.5K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.03% | $305,625 | 2.5K | Q2 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.03% | $3M | 28.9K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.03% | $394,235 | 4.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.03% | $9M | 99.7K | Q4 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.03% | $93,310 | 1.0K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.03% | $101,211 | 1.1K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.03% | $671,272 | 7.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $464M | 4.97M | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.03% | $555,194 | 6.0K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.03% | $5M | 52.0K | Q4 2025OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.03% | $287,581 | 3.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $35,085 | 376 | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $213,001 | 2.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 14.3K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.03% | $246,432 | 2.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 23.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $62M | 663.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.03% | $370,206 | 4.0K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $259,429 | 2.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.03% | $251,937 | 2.7K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.03% | $61,513 | 653 | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $430,531 | 5.4K | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.03% | $74,742 | 801 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $498M | 5.29M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.03% | $28M | 298.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $1M | 13.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 19.5K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $138,895 | 1.5K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.03% | $205,655 | 2.2K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $235,938 | 1.9K | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.03% | $1M | 14.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $505,180 | 5.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $149M | 1.60M | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $56,453 | 605 | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.03% | $64,477 | 691 | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 0.03% | $62,611 | 671 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.03% | $1M | 14.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $179M | 1.92M | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.03% | $2M | 30.0K | Q3 2025OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.03% | $456,286 | 4.9K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.03% | $305,741 | 3.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.03% | $63M | 654.8K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.03% | $5M | 52.4K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.03% | $3M | 27.3K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.03% | $215,359 | 2.3K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.03% | $47,485 | 509 | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $440,679 | 4.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $224,037 | 2.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 12.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $104M | 1.12M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $15M | 162.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.03% | $41,990 | 450 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $156M | 1.67M | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.03% | $248,951 | 2.7K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.02% | $204,533 | 2.2K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.02% | $223,757 | 2.4K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $27,993 | 300 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $919,477 | 9.9K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 0.02% | $1M | 10.4K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $385,930 | 4.1K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.02% | $753,029 | 8.1K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.02% | $7M | 70.4K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.02% | $55,986 | 600 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $55M | 586.8K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.02% | $6M | 63.3K | Q2 2026 |
| Boston Common Asset Management, LLC$1.7B AUM | 0.02% | $378,025 | 4.0K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.02% | $2M | 22.5K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.02% | $3M | 30.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 21.1K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $327,798 | 3.5K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 15.1K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $415,006 | 4.4K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.02% | $31,935 | 263 | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.02% | $104,794 | 863 | Q2 2026 |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.02% | $60,715 | 500 | Q2 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.02% | $282,600 | 3.0K | Q4 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $234,724 | 1.9K | Q2 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $1M | 12.5K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $276,571 | 3.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $17M | 175.5K | Q4 2025OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.02% | $637,545 | 6.8K | Q4 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $925,261 | 9.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $63,020 | 669 | Q4 2025OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.02% | $220,585 | 2.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $262,591 | 2.8K | Q4 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $407,579 | 4.4K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $676,870 | 7.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $17M | 186.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $840,261 | 9.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $89,391 | 958 | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.02% | $710,833 | 5.5K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.