UNHUNITEDHEALTH GROUP INC
CUSIP 91324P102 · Yahoo Finance ↗ · Google Finance ↗
Unitedhealth Group Inc (UNH) has 2,985 institutional holders in Filings Flow’s 13F database, together reporting 747.18M shares worth $193.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,985
Q1 2026
Reported Value
$193.0B
Ticker
UNH
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Beryl Capital Management LLC$110M AUM | 31.18% | $16M | 47.0K | Q3 2025OLDER |
| TORNO CAPITAL, LLC$725M AUM | 25.61% | $310M | 899.2K | Q3 2025OLDER |
| NAYA CAPITAL MANAGEMENT UK LTD$1.2B AUM | 23.15% | $273M | 1.01M | Q1 2026OLDER |
| ELWOOD CAPITAL PARTNERS LP$197M AUM | 16.47% | $32M | 120.0K | Q1 2026OLDER |
| Solel Partners LP$468M AUM | 11.95% | $56M | 206.5K | Q1 2026OLDER |
| 8 KNOTS MANAGEMENT, LLC$868M AUM | 10.74% | $95M | 275.0K | Q3 2025OLDER |
| MARSHFIELD ASSOCIATES$5.0B AUM | 10.25% | $512M | 1.89M | Q1 2026OLDER |
| BAYBAN$115M AUM | 9.43% | $11M | 40.1K | Q1 2026OLDER |
| Veritas Asset Management LLP$5.9B AUM | 8.63% | $509M | 1.88M | Q1 2026OLDER |
| Seilern Investment Management Ltd$794M AUM | 8.38% | $67M | 160.0K | Q2 2026 |
| Spear Holdings RSC Ltd$1.0B AUM | 8.18% | $82M | 303.0K | Q1 2026OLDER |
| Estuary Capital Management LP$598M AUM | 7.54% | $42M | 122.9K | Q3 2025OLDER |
| Warther Private Wealth, LLC$427M AUM | 7.48% | $32M | 117.8K | Q1 2026OLDER |
| GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM | 7.26% | $127M | 465.2K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 7.11% | $5M | 14.5K | Q3 2025OLDER |
| BOONE CAPITAL MANAGEMENT LLC$326M AUM | 6.57% | $21M | 79.2K | Q1 2026OLDER |
| Vulcan Value Partners, LLC$3.8B AUM | 6.55% | $247M | 912.7K | Q1 2026OLDER |
| Route One Investment Company, L.P.$2.3B AUM | 6.14% | $144M | 532.9K | Q1 2026OLDER |
| GOBI CAPITAL LLC$1.8B AUM | 5.81% | $105M | 386.4K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 5.62% | $82M | 301.2K | Q1 2026OLDER |
| Pentwater Capital Management LP$19.3B AUM | 5.61% | $1.1B | 4.00M | Q1 2026OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 5.56% | $85M | 312.4K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 5.51% | $7M | 24.6K | Q1 2026OLDER |
| Bretton Capital Management, LLC$109M AUM | 5.37% | $6M | 21.7K | Q1 2026OLDER |
| EAGLE CAPITAL MANAGEMENT LLC$29.8B AUM | 5.32% | $1.6B | 5.86M | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 4.64% | $80M | 243.7K | Q4 2025OLDER |
| Banque de Luxembourg S.A.$212M AUM | 4.45% | $9M | 22.7K | Q2 2026 |
| Hyperion Capital Advisors LP$208M AUM | 4.44% | $9M | 34.0K | Q1 2026OLDER |
| Patient Capital Management, LLC$2.7B AUM | 4.32% | $118M | 437.1K | Q1 2026OLDER |
| Generali Powszechne Towarzystwo Emerytalne$566M AUM | 4.32% | $24M | 90.3K | Q1 2026OLDER |
| Focused Investors LLC$3.1B AUM | 4.31% | $133M | 489.7K | Q1 2026OLDER |
| Longview Partners (Guernsey) LTD$7.1B AUM | 4.30% | $304M | 1.12M | Q1 2026OLDER |
| Pacific Capital Partners Ltd$101M AUM | 4.12% | $4M | 11.8K | Q4 2025OLDER |
| Victrix Investment Advisors$239M AUM | 4.08% | $10M | 23.4K | Q2 2026 |
| Parsifal Capital Management, LP$849M AUM | 4.07% | $50M | 150.3K | Q4 2025OLDER |
| Coho Partners, Ltd.$779M AUM | 3.87% | $30M | 87.3K | Q3 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 3.78% | $9M | 33.6K | Q1 2026OLDER |
| Kamunting Street Capital Management, L.P.$183M AUM | 3.70% | $7M | 25.0K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 3.69% | $52M | 191.3K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 3.68% | $297M | 1.10M | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 3.61% | $37M | 136.3K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 3.58% | $21M | 77.4K | Q1 2026OLDER |
| Orbis Allan Gray Ltd$23.7B AUM | 3.57% | $852M | 2.58M | Q4 2025OLDER |
| Bowie Capital Management, LLC$2.7B AUM | 3.55% | $96M | 355.5K | Q1 2026OLDER |
| SCOPIA CAPITAL MANAGEMENT LP$146M AUM | 3.40% | $27M | 78.3K | Q3 2025OLDER |
| Marex Group Ltd$15.8B AUM | 3.37% | $532M | 1.97M | Q1 2026OLDER |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 3.35% | $4M | 15.0K | Q1 2026OLDER |
| AltraVue Capital, LLC$1.2B AUM | 3.30% | $38M | 141.7K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 3.29% | $37M | 137.8K | Q1 2026OLDER |
| Ruane, Cunniff & Goldfarb L.P.$6.0B AUM | 3.27% | $197M | 728.4K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 3.26% | $7M | 13.2K | Q4 2025OLDER |
| Munro Partners$3.0B AUM | 3.25% | $6M | 21.0K | Q3 2025OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 3.21% | $5M | 10.3K | Q1 2026OLDER |
| RK Capital Management, LLC/FL$2.6B AUM | 3.19% | $122M | 370.0K | Q4 2025OLDER |
| One Fin Capital Management LP$280M AUM | 3.19% | $9M | 33.0K | Q1 2026OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 3.09% | $28M | 104.2K | Q1 2026OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 3.06% | $6M | 16.4K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 3.03% | $254M | 939.7K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 3.02% | $7M | 25.8K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 2.96% | $5M | 11.4K | Q2 2026 |
| CFC Planning Co LLC$140M AUM | 2.90% | $4M | 15.0K | Q1 2026OLDER |
| HARBER ASSET MANAGEMENT LLC$156M AUM | 2.83% | $4M | 16.4K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 2.82% | $21M | 49.9K | Q2 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 2.81% | $493M | 1.82M | Q1 2026OLDER |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 2.80% | $20M | 59.2K | Q4 2025OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 2.79% | $4M | 12.5K | Q3 2025OLDER |
| Jessup Wealth Management, Inc$274M AUM | 2.77% | $8M | 28.1K | Q1 2026OLDER |
| Alden Global Capital LLC$177M AUM | 2.76% | $6M | 17.8K | Q4 2025OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 2.75% | $10M | 36.5K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 2.72% | $17M | 62.9K | Q1 2026OLDER |
| Resolute Capital Asset Partners LLC$190M AUM | 2.71% | $5M | 15.0K | Q3 2025OLDER |
| TB Alternative Assets Ltd.$481M AUM | 2.65% | $13M | 47.2K | Q1 2026OLDER |
| Iron Triangle Partners LP$875M AUM | 2.65% | $23M | 70.1K | Q4 2025OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 2.63% | $7M | 24.4K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 2.59% | $238M | 880.6K | Q1 2026OLDER |
| Unison Asset Management LLC$219M AUM | 2.58% | $6M | 20.9K | Q1 2026OLDER |
| CINCINNATI FINANCIAL CORP$5.0B AUM | 2.56% | $127M | 468.8K | Q1 2026OLDER |
| Mader & Shannon Wealth Management, Inc.$214M AUM | 2.53% | $5M | 15.0K | Q4 2025OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 2.53% | $195M | 719.8K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 2.46% | $4M | 14.8K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 2.46% | $167M | 615.5K | Q1 2026OLDER |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 2.45% | $30M | 109.4K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 2.42% | $8M | 23.0K | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 2.41% | $10M | 38.8K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 2.38% | $2M | 9.0K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 2.35% | $2M | 7.3K | Q4 2025OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 2.34% | $23M | 83.9K | Q1 2026OLDER |
| SECTOR GAMMA AS$423M AUM | 2.33% | $10M | 36.4K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 2.31% | $15M | 54.6K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 2.29% | $5M | 20.0K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 2.27% | $12M | 44.6K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 2.27% | $34M | 125.7K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 2.26% | $3M | 12.9K | Q1 2026OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 2.22% | $64M | 193.0K | Q4 2025OLDER |
| Concord Investment Counsel Inc.$297M AUM | 2.19% | $7M | 24.1K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 2.19% | $1.3B | 4.86M | Q1 2026OLDER |
| PARUS FINANCE (UK) Ltd$334M AUM | 2.19% | $7M | 27.0K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 2.19% | $855M | 3.16M | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 2.16% | $22M | 79.6K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 2.14% | $3M | 9.1K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 2.12% | $4M | 16.2K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 2.11% | $8M | 22.5K | Q4 2025OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 2.07% | $4M | 17.0K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 2.05% | $201M | 741.1K | Q1 2026OLDER |
| Smead Capital Management, Inc.$4.6B AUM | 2.04% | $94M | 347.1K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 2.04% | $38M | 138.7K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 2.03% | $14M | 52.2K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 2.00% | $16M | 58.1K | Q1 2026OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 2.00% | $2M | 7.4K | Q4 2025OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 1.96% | $4M | 12.2K | Q3 2025OLDER |
| Ironvine Capital Partners, LLC$910M AUM | 1.96% | $18M | 65.8K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 1.95% | $4M | 16.4K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 1.95% | $2M | 8.2K | Q1 2026OLDER |
| Sanders Capital, LLC$83.9B AUM | 1.92% | $1.6B | 5.96M | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 1.91% | $71M | 264.5K | Q1 2026OLDER |
| Maple Rock Capital Partners Inc.$3.1B AUM | 1.90% | $58M | 215.4K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 1.88% | $45M | 165.0K | Q1 2026OLDER |
| Saber Capital Managment, LLC$135M AUM | 1.87% | $3M | 9.3K | Q1 2026OLDER |
| Union Square Park Capital Management, LLC$176M AUM | 1.84% | $5M | 15.0K | Q3 2025OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 1.84% | $8M | 29.5K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 1.83% | $9M | 33.9K | Q1 2026OLDER |
| Exome Asset Management LLC$193M AUM | 1.80% | $3M | 12.9K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 1.79% | $40M | 148.0K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 1.79% | $8M | 28.9K | Q1 2026OLDER |
| Long Focus Capital Management, LLC$3.8B AUM | 1.77% | $67M | 248.0K | Q1 2026OLDER |
| Connective Capital Management, LLC$121M AUM | 1.75% | $2M | 7.8K | Q1 2026OLDER |
| U S WEALTH GROUP, LLC.$152M AUM | 1.75% | $3M | 8.0K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 1.74% | $4M | 11.4K | Q4 2025OLDER |
| Brentview Investment Management LLC$231M AUM | 1.73% | $4M | 11.6K | Q4 2025OLDER |
| DC Investments Management, LLC$261M AUM | 1.73% | $5M | 16.7K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.71% | $3M | 12.6K | Q1 2026OLDER |
| Cincinnati Specialty Underwriters Insurance CO$412M AUM | 1.71% | $7M | 26.0K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.71% | $2M | 6.6K | Q3 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 1.69% | $13M | 48.3K | Q1 2026OLDER |
| Owl Creek Asset Management, L.P.$1.4B AUM | 1.69% | $53M | 153.9K | Q3 2025OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.69% | $2M | 7.2K | Q3 2025OLDER |
| Griffith & Werner, Inc.$202M AUM | 1.67% | $3M | 12.5K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 1.67% | $9M | 34.9K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 1.65% | $36M | 132.9K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 1.65% | $7M | 25.2K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 1.65% | $3M | 9.4K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 1.63% | $6M | 23.3K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.62% | $4M | 15.9K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 1.61% | $8M | 21.8K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 1.59% | $2M | 6.1K | Q1 2026OLDER |
| ENGLISH CAPITAL MANAGEMENT LLC$171M AUM | 1.59% | $3M | 7.8K | Q4 2025OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.59% | $13M | 47.6K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 1.58% | $60M | 220.6K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 1.56% | $8M | 27.8K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 1.56% | $21M | 76.4K | Q1 2026OLDER |
| Altrafin AG$290M AUM | 1.56% | $5M | 16.7K | Q1 2026OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 1.55% | $338M | 1.25M | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.55% | $7M | 27.3K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 1.54% | $8M | 27.9K | Q1 2026OLDER |
| PineStone Asset Management Inc.$14.2B AUM | 1.54% | $219M | 808.9K | Q1 2026OLDER |
| Rhenman & Partners Asset Management AB$810M AUM | 1.52% | $12M | 45.5K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 1.51% | $9M | 34.0K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.51% | $5M | 16.6K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 1.51% | $2M | 7.2K | Q1 2026OLDER |
| Venator Management LLC$416M AUM | 1.49% | $6M | 22.9K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 1.48% | $12M | 34.1K | Q3 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 1.48% | $11M | 42.3K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.48% | $2M | 8.1K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 1.48% | $479M | 1.77M | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 1.47% | $9M | 34.0K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 1.47% | $7M | 25.0K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 1.46% | $43M | 129.3K | Q4 2025OLDER |
| Piscataqua Savings Bank$148M AUM | 1.46% | $2M | 5.2K | Q2 2026 |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 1.46% | $47M | 174.6K | Q1 2026OLDER |
| Crake Asset Management LLP$2.9B AUM | 1.45% | $41M | 152.9K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.45% | $2M | 9.0K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 1.45% | $42M | 155.4K | Q1 2026OLDER |
| PFM Health Sciences, LP$1.1B AUM | 1.43% | $16M | 58.0K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 1.42% | $19M | 71.4K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 1.41% | $2.6B | 9.47M | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 1.41% | $7M | 27.0K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 1.40% | $30M | 112.5K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 1.40% | $94M | 345.8K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 1.39% | $4M | 11.7K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 1.39% | $2M | 7.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 1.39% | $4M | 13.1K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 1.39% | $14M | 50.0K | Q1 2026OLDER |
| BloombergSen Inc.$1.3B AUM | 1.38% | $18M | 67.2K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 1.38% | $3M | 10.0K | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 1.38% | $1M | 5.5K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 1.38% | $2M | 8.6K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 1.38% | $27M | 64.2K | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.36% | $37M | 135.8K | Q1 2026OLDER |
| DELPHI FINANCIAL GROUP, INC.$222M AUM | 1.36% | $3M | 8.2K | Q4 2025OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 1.36% | $82M | 304.9K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 1.36% | $2.6B | 9.61M | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 1.35% | $11M | 26.5K | Q2 2026 |
| Fairbanks Capital Management, Inc.$160M AUM | 1.35% | $2M | 8.0K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 1.34% | $81M | 300.8K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 1.34% | $18M | 65.2K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 1.33% | $28M | 80.0K | Q3 2025OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.32% | $54M | 162.9K | Q4 2025OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.31% | $128M | 472.7K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 1.31% | $379M | 1.40M | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 1.29% | $2M | 6.3K | Q4 2025OLDER |
| Bell Asset Management Ltd$340M AUM | 1.29% | $4M | 16.2K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 1.28% | $5M | 15.1K | Q3 2025OLDER |
| SLT Holdings LLC$148M AUM | 1.27% | $2M | 6.9K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 1.27% | $4M | 15.2K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 1.27% | $9M | 33.3K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 1.26% | $31M | 112.9K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 1.26% | $230M | 664.7K | Q3 2025OLDER |
| Kassira Wealth Management LLC$109M AUM | 1.26% | $1M | 5.1K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 1.26% | $10M | 38.8K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 1.25% | $1M | 5.2K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 1.25% | $2M | 6.5K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 1.23% | $2M | 5.8K | Q2 2026 |
| TKG Advisors, LLC$242M AUM | 1.23% | $3M | 9.3K | Q4 2025OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 1.23% | $2M | 6.2K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.22% | $2M | 6.3K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 1.22% | $15M | 44.7K | Q4 2025OLDER |
| Mill Capital Management, LLC$1.3B AUM | 1.22% | $16M | 59.5K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 1.22% | $1M | 5.3K | Q1 2026OLDER |
| Tejara Capital Ltd$303M AUM | 1.20% | $4M | 13.5K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.20% | $97M | 358.0K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.19% | $168M | 621.9K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 1.19% | $3M | 9.6K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 1.19% | $230M | 847.6K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.19% | $9M | 31.4K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 1.19% | $16M | 59.0K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 1.18% | $361M | 1.33M | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.18% | $13M | 31.3K | Q2 2026 |
| DAVENPORT & Co LLC$18.4B AUM | 1.18% | $217M | 807.7K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 1.17% | $2M | 6.7K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.17% | $35M | 130.4K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.17% | $15M | 54.7K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 1.17% | $3M | 11.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 1.17% | $10M | 38.1K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 1.17% | $3M | 9.4K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.16% | $3M | 7.3K | Q3 2025OLDER |
| First Long Island Investors, LLC$1.2B AUM | 1.16% | $14M | 52.6K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 1.16% | $54M | 200.2K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.15% | $32M | 117.6K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 1.15% | $197M | 728.1K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 1.15% | $8M | 29.9K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 1.14% | $2M | 7.7K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 1.14% | $7M | 17.1K | Q2 2026 |
| Columbus Hill Capital Management, L.P.$673M AUM | 1.13% | $9M | 24.9K | Q3 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 1.13% | $11M | 40.0K | Q1 2026OLDER |
| UNICOM Systems, Inc.$1.5B AUM | 1.12% | $17M | 41.4K | Q2 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 1.11% | $6M | 23.1K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 1.11% | $434M | 1.60M | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.11% | $7M | 24.9K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 1.11% | $2M | 7.4K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 1.11% | $2M | 8.8K | Q1 2026OLDER |
| REDWOOD CAPITAL MANAGEMENT, LLC$674M AUM | 1.10% | $7M | 27.5K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 1.10% | $3M | 11.4K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 1.10% | $2M | 6.9K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 1.09% | $2M | 8.4K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 1.09% | $321,329 | 1.0K | Q3 2025OLDER |
| BONTEMPO OHLY CAPITAL MGMT LLC$222M AUM | 1.09% | $2M | 8.9K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.07% | $2M | 7.4K | Q1 2026OLDER |
| PBCay One RSC Ltd$1.3B AUM | 1.07% | $14M | 53.0K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 1.06% | $40M | 76.3K | Q2 2026 |
| Cercano Management LLC$2.3B AUM | 1.06% | $25M | 90.9K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 1.06% | $1M | 4.4K | Q1 2026OLDER |
| LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM | 1.06% | $3M | 10.7K | Q1 2026OLDER |
| WINMILL & CO. INC$347M AUM | 1.05% | $4M | 13.5K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 1.05% | $395M | 1.20M | Q4 2025OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 1.05% | $2M | 6.2K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 1.04% | $3M | 9.5K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.04% | $11M | 39.9K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 1.04% | $1M | 4.4K | Q4 2025OLDER |
| COOKE & BIELER LP$8.8B AUM | 1.03% | $91M | 337.7K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.03% | $5M | 18.8K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 1.03% | $7.5B | 27.78M | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 1.03% | $30M | 111.4K | Q1 2026OLDER |
| Casdin Capital, LLC$1.3B AUM | 1.03% | $17M | 50.0K | Q4 2025OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 1.03% | $3M | 9.5K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.03% | $7M | 24.5K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 1.02% | $6M | 17.3K | Q4 2025OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 1.01% | $4M | 16.0K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 1.01% | $8M | 30.0K | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 1.01% | $41M | 151.3K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.00% | $1M | 4.3K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 1.00% | $9M | 28.1K | Q4 2025OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.00% | $2M | 6.7K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 1.00% | $3M | 6.4K | Q2 2026 |
| Parkman Healthcare Partners LLC$970M AUM | 1.00% | $11M | 31.9K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 1.00% | $135M | 500.3K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 1.00% | $3M | 12.4K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.99% | $15M | 54.9K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.99% | $5M | 18.8K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.99% | $70M | 259.8K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.99% | $1M | 5.2K | Q1 2026OLDER |
| Rench Wealth Management, Inc.$332M AUM | 0.99% | $3M | 12.1K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.98% | $5M | 16.0K | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.98% | $2M | 7.2K | Q3 2025OLDER |
| GS Investments, Inc.$175M AUM | 0.98% | $2M | 6.3K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.98% | $4M | 15.7K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 0.98% | $8M | 31.0K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.98% | $65M | 241.6K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.97% | $6M | 17.4K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.97% | $679M | 2.51M | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.97% | $1.3B | 3.89M | Q3 2025OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.97% | $12M | 42.7K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.96% | $1M | 4.0K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.96% | $13M | 48.3K | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 0.95% | $40M | 148.2K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.95% | $91M | 366.6K | Q2 2026 |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.95% | $2M | 5.1K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.94% | $198M | 574.1K | Q3 2025OLDER |
| Distillate Capital Partners LLC$1.9B AUM | 0.94% | $18M | 66.1K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.94% | $4M | 15.7K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 0.94% | $1M | 4.0K | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.93% | $325M | 2.06M | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 0.93% | $2M | 5.7K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.93% | $2M | 6.6K | Q4 2025OLDER |
| CWC Advisors, LLC.$210M AUM | 0.93% | $2M | 7.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.93% | $1.0B | 3.83M | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.92% | $9M | 34.2K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.92% | $3M | 7.5K | Q2 2026 |
| Kerrisdale Advisers, LLC$263M AUM | 0.91% | $2M | 8.8K | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 0.91% | $108M | 400.0K | Q1 2026OLDER |
| Greenwoods Asset Management Hong Kong Ltd.$3.9B AUM | 0.91% | $35M | 130.3K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.91% | $9M | 34.3K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.91% | $346M | 1.28M | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.91% | $3M | 11.2K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 0.91% | $3M | 11.5K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.90% | $433M | 1.25M | Q3 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.90% | $4M | 13.9K | Q1 2026OLDER |
| CINCINNATI INSURANCE CO$6.6B AUM | 0.90% | $60M | 220.1K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.90% | $3M | 10.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.90% | $8.0B | 29.69M | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.90% | $10M | 30.0K | Q3 2025OLDER |
| Atle Fund Management AB$310M AUM | 0.90% | $3M | 14.6K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 0.89% | $2M | 5.7K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.89% | $22M | 81.1K | Q1 2026OLDER |
| Eos Management, L.P.$233M AUM | 0.89% | $2M | 7.6K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 0.88% | $2M | 6.2K | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.88% | $3M | 10.5K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.88% | $1M | 4.2K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.88% | $2M | 7.7K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 0.88% | $1M | 4.2K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.88% | $4M | 15.6K | Q1 2026OLDER |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.87% | $142M | 524.1K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.87% | $2M | 6.1K | Q2 2026 |
| Callahan Advisors, LLC$1.2B AUM | 0.87% | $10M | 38.4K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.86% | $2M | 6.4K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.86% | $5.6B | 20.82M | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.86% | $2M | 8.6K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.86% | $2M | 5.3K | Q4 2025OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.85% | $193M | 560.4K | Q3 2025OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 0.85% | $3M | 11.1K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.85% | $7M | 24.7K | Q1 2026OLDER |
| Rock Springs Capital Management LP$1.7B AUM | 0.85% | $14M | 53.0K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 0.84% | $8M | 25.0K | Q4 2025OLDER |
| Perkins Coie Trust Co$603M AUM | 0.84% | $5M | 12.2K | Q2 2026 |
| Jefferson Bridge Capital, LLC$101M AUM | 0.84% | $846,947 | 3.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.84% | $29M | 107.8K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.84% | $1M | 3.9K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 0.84% | $1M | 4.3K | Q4 2025OLDER |
| Cox Capital Mgt LLC$151M AUM | 0.83% | $1M | 4.6K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 0.83% | $2M | 6.5K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.83% | $243M | 898.9K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.83% | $3M | 11.5K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.82% | $8M | 29.7K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 0.82% | $2M | 5.9K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.82% | $2M | 8.7K | Q1 2026OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 0.82% | $17M | 50.0K | Q4 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.82% | $3M | 11.3K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 0.82% | $12M | 43.9K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.82% | $106M | 392.1K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.82% | $1M | 3.8K | Q4 2025OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.82% | $948,418 | 3.5K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.82% | $101M | 372.6K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.81% | $7M | 25.3K | Q1 2026OLDER |
| H&H International Investment, LLC$20.0B AUM | 0.81% | $163M | 601.4K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.81% | $1M | 4.2K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.81% | $1M | 4.7K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.81% | $1M | 3.9K | Q4 2025OLDER |
| Birch Capital Management, LLC$191M AUM | 0.81% | $2M | 5.7K | Q1 2026OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.80% | $14M | 50.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.80% | $58M | 139.8K | Q2 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.80% | $71M | 263.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.80% | $35M | 127.7K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 0.80% | $20M | 74.3K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.80% | $5M | 17.7K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 0.79% | $9M | 20.6K | Q2 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.79% | $4M | 14.1K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.79% | $832,064 | 3.1K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.78% | $1M | 5.3K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.78% | $32M | 118.4K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.78% | $12M | 44.1K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 0.78% | $2M | 7.5K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.78% | $61M | 164.8K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.78% | $41M | 151.5K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.78% | $8M | 28.7K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.78% | $4M | 12.8K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.78% | $4.8B | 17.76M | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.77% | $5M | 17.1K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.77% | $6M | 19.3K | Q4 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.77% | $278M | 1.03M | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.77% | $3M | 10.8K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.76% | $1M | 5.2K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.76% | $2M | 6.6K | Q3 2025OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.76% | $57M | 211.5K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.76% | $8,407 | 25.5K | Q4 2025OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.75% | $13M | 49.7K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.75% | $2M | 6.3K | Q4 2025OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.75% | $12M | 42.7K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.75% | $8M | 14.1K | Q4 2025OLDER |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.75% | $12M | 35.5K | Q3 2025OLDER |
| Sarasin & Partners LLP$8.5B AUM | 0.75% | $72M | 219.1K | Q4 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.75% | $402M | 1.49M | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.75% | $5M | 19.5K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.75% | $2M | 7.5K | Q4 2025OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.75% | $23M | 65.7K | Q3 2025OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.75% | $2M | 4.2K | Q2 2026 |
| WT Wealth Management$336M AUM | 0.74% | $3M | 7.4K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.74% | $1.5B | 3.08M | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.73% | $12M | 45.0K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.73% | $3M | 9.9K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 0.73% | $7M | 20.0K | Q3 2025OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.73% | $1M | 3.9K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 0.73% | $5M | 17.5K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.73% | $4M | 16.0K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.73% | $8M | 30.1K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.73% | $15M | 55.0K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.72% | $923,428 | 1.8K | Q4 2025OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.72% | $2M | 4.1K | Q2 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 0.72% | $4M | 13.2K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.72% | $4.6B | 17.11M | Q1 2026OLDER |
| Coronation Fund Managers Ltd.$2.2B AUM | 0.72% | $16M | 58.2K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.72% | $4M | 16.2K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.72% | $9M | 33.1K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.71% | $7M | 24.5K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.71% | $40M | 148.0K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.71% | $19M | 71.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.71% | $128M | 474.9K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.71% | $4M | 12.5K | Q4 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.71% | $2M | 4.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.71% | $2M | 6.9K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.71% | $3M | 12.0K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.70% | $1M | 4.9K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.70% | $2M | 5.9K | Q3 2025OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.70% | $26M | 95.5K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.70% | $10M | 35.2K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.70% | $862,641 | 3.2K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 0.70% | $959,512 | 3.5K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.70% | $1M | 4.6K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.70% | $2M | 8.9K | Q1 2026OLDER |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 0.70% | $27M | 100.6K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 0.69% | $1M | 5.2K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.69% | $806,163 | 1.9K | Q2 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.69% | $10M | 36.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.69% | $2.1B | 6.44M | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.69% | $2M | 8.4K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.68% | $1M | 3.2K | Q2 2026 |
| Paladin Wealth, LLC$172M AUM | 0.68% | $1M | 2.8K | Q2 2026 |
| SOMERVILLE KURT F$379M AUM | 0.68% | $3M | 9.5K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.68% | $24M | 88.3K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 0.68% | $6M | 23.1K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 0.68% | $2M | 6.3K | Q3 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.68% | $543M | 1.31M | Q2 2026 |
| Persium Advisors, LLC$127M AUM | 0.68% | $858,041 | 3.2K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 0.68% | $3M | 12.1K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.67% | $8M | 30.5K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.67% | $57M | 211.7K | Q1 2026OLDER |
| PING CAPITAL MANAGEMENT, INC.$350M AUM | 0.66% | $2M | 8.6K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.66% | $8M | 29.4K | Q1 2026OLDER |
| Kidder Stephen W$340M AUM | 0.66% | $2M | 8.3K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.66% | $163M | 601.7K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.66% | $914,405 | 2.8K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.66% | $2M | 8.5K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.66% | $2M | 8.3K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.66% | $6M | 22.0K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.65% | $3M | 7.3K | Q2 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.65% | $3M | 8.6K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.65% | $352M | 1.30M | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.65% | $6M | 20.87M | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.65% | $7M | 25.9K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.65% | $3M | 9.7K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.65% | $7M | 27.5K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.64% | $3M | 12.6K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.64% | $934,929 | 3.46M | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.64% | $5M | 19.5K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.64% | $5M | 12.5K | Q2 2026 |
| Vista Cima Wealth Management LLC$101M AUM | 0.64% | $768,293 | 2.2K | Q3 2025OLDER |
| Schear Investment Advisers, LLC$227M AUM | 0.64% | $1M | 5.4K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.64% | $2M | 5.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.64% | $272M | 1.00M | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.64% | $5M | 15.9K | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.64% | $6M | 15.1K | Q2 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.64% | $27M | 77.0K | Q3 2025OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.64% | $1M | 3.9K | Q4 2025OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.63% | $6M | 22.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.63% | $24M | 88.2K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 0.63% | $2M | 6.4K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.63% | $655,598 | 2.0K | Q4 2025OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.63% | $20M | 61.1K | Q4 2025OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.63% | $1M | 5.3K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.63% | $1M | 4.0K | Q3 2025OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.62% | $7M | 25.7K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.62% | $1M | 3.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.