UPSUNITED PARCEL SVCS INC
CUSIP 911312106 · Yahoo Finance ↗ · Google Finance ↗
United Parcel Svcs Inc (UPS) has 2,083 institutional holders in Filings Flow’s 13F database, together reporting 499.85M shares worth $47.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,083
Q1 2026
Reported Value
$47.7B
Ticker
UPS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cove Private Wealth, LLC$440M AUM | 15.00% | $66M | 671.3K | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 11.72% | $80M | 812.4K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 9.60% | $101M | 1.03M | Q1 2026OLDER |
| MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM | 7.48% | $226M | 2.30M | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 5.51% | $8M | 83.1K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 5.28% | $169M | 1.71M | Q4 2025OLDER |
| Donald L. Hagan, LLC$204M AUM | 5.04% | $10M | 123.0K | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 4.81% | $33M | 339.3K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 4.77% | $8M | 82.0K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 4.71% | $24M | 245.1K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 4.66% | $31M | 311.0K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 4.54% | $17M | 169.0K | Q1 2026OLDER |
| LONE PEAK GLOBAL INVESTORS LLC$600M AUM | 4.35% | $26M | 265.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 4.25% | $9M | 92.3K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 4.15% | $77M | 783.7K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 4.14% | $74M | 754.3K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 3.49% | $73M | 731.4K | Q4 2025OLDER |
| Trask Adam Roland$106M AUM | 3.27% | $3M | 35.1K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 3.24% | $95M | 967.8K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 3.14% | $9M | 91.1K | Q1 2026OLDER |
| Kamunting Street Capital Management, L.P.$183M AUM | 3.11% | $4M | 50.0K | Q3 2025OLDER |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$268M AUM | 3.11% | $8M | 84.6K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 3.10% | $158M | 1.61M | Q1 2026OLDER |
| MILLER VALUE PARTNERS, LLC$383M AUM | 3.06% | $12M | 119.1K | Q1 2026OLDER |
| Nexus Investment Management ULC$715M AUM | 3.05% | $22M | 221.7K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 2.93% | $8M | 89.3K | Q3 2025OLDER |
| Birch Capital Management, LLC$191M AUM | 2.69% | $5M | 52.1K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 2.63% | $4M | 36.3K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 2.57% | $182M | 1.85M | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 2.50% | $6M | 56.9K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 2.45% | $4M | 36.6K | Q2 2026 |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 2.43% | $3M | 31.6K | Q2 2026 |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 2.40% | $72M | 728.1K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 2.39% | $20M | 199.9K | Q1 2026OLDER |
| Strategic Planning, Inc.$199M AUM | 2.33% | $5M | 47.2K | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 2.26% | $23M | 238.5K | Q1 2026OLDER |
| Eliot Finkel Investment Counsel, LLC$184M AUM | 2.25% | $4M | 42.0K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.22% | $5M | 49.5K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.21% | $6M | 63.3K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 2.14% | $10M | 95.8K | Q2 2026 |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 2.13% | $15M | 151.1K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 2.07% | $4M | 35.7K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 2.06% | $7M | 66.7K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 2.00% | $3M | 31.5K | Q1 2026OLDER |
| Lodge Hill Capital, LLC$518M AUM | 1.99% | $10M | 105.0K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 1.95% | $39M | 361.6K | Q2 2026 |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 1.91% | $112M | 1.14M | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 1.91% | $10M | 99.9K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.88% | $9M | 94.5K | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 1.86% | $11M | 114.9K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 1.77% | $3M | 30.4K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 1.76% | $21M | 212.3K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 1.74% | $10M | 99.9K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 1.71% | $38M | 379.2K | Q4 2025OLDER |
| Alight Capital Management LP$417M AUM | 1.71% | $7M | 72.4K | Q1 2026OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 1.70% | $15M | 156.8K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.69% | $4M | 34.2K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 1.68% | $23M | 230.2K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 1.68% | $5M | 51.2K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 1.64% | $19M | 192.0K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 1.64% | $160M | 1.62M | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 1.63% | $18M | 181.9K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 1.63% | $2M | 19.9K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 1.62% | $5M | 46.1K | Q1 2026OLDER |
| DELPHI FINANCIAL GROUP, INC.$222M AUM | 1.62% | $4M | 36.5K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.59% | $3M | 31.1K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 1.59% | $3M | 27.1K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 1.58% | $22M | 219.2K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 1.56% | $3M | 26.6K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 1.54% | $2M | 18.1K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 1.52% | $2M | 22.3K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 1.52% | $4M | 38.5K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 1.51% | $3M | 32.1K | Q1 2026OLDER |
| Coho Partners, Ltd.$779M AUM | 1.51% | $12M | 140.4K | Q3 2025OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.49% | $3M | 32.0K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 1.49% | $13M | 137.2K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 1.49% | $104M | 1.06M | Q1 2026OLDER |
| UDINE WEALTH MANAGEMENT, INC.$205M AUM | 1.48% | $3M | 30.8K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 1.48% | $3M | 26.9K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 1.46% | $5M | 52.3K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 1.45% | $2M | 20.6K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.43% | $10M | 97.2K | Q2 2026 |
| Townsend & Associates, Inc$1.2B AUM | 1.41% | $16M | 155.6K | Q1 2026OLDER |
| NWM ADVISORS, LLC$110M AUM | 1.41% | $2M | 15.7K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.40% | $3M | 30.7K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 1.40% | $4M | 40.8K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.40% | $5M | 46.0K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 1.39% | $2M | 22.0K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 1.36% | $18M | 185.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.34% | $36M | 368.7K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 1.33% | $2M | 15.9K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.33% | $13M | 128.7K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.31% | $6M | 63.9K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 1.27% | $1M | 15.0K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 1.27% | $1M | 14.4K | Q1 2026OLDER |
| Kiltearn Partners LLP$372M AUM | 1.26% | $5M | 47.6K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.23% | $17M | 169.7K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 1.22% | $2M | 19.4K | Q1 2026OLDER |
| PYA Waltman Capital, LLC$361M AUM | 1.21% | $4M | 44.4K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 1.20% | $3M | 32.2K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 1.20% | $5M | 45.8K | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 1.20% | $6M | 58.4K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.20% | $2M | 18.1K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 1.18% | $10M | 102.1K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 1.17% | $9M | 109.7K | Q3 2025OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 1.15% | $15M | 153.7K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 1.14% | $11M | 108.5K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.13% | $6M | 63.5K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 1.13% | $2M | 15.9K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 1.10% | $2M | 21.0K | Q1 2026OLDER |
| Weaver C. Barksdale & Associates, Inc.$105M AUM | 1.10% | $1M | 11.7K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.10% | $7M | 82.2K | Q3 2025OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 1.10% | $6M | 60.7K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.09% | $5M | 49.1K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 1.09% | $3M | 29.8K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 1.09% | $2M | 25.4K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 1.08% | $5M | 55.3K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 1.06% | $2M | 19.6K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.05% | $6M | 65.8K | Q1 2026OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 1.04% | $9M | 88.3K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 1.04% | $1M | 11.5K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.02% | $6M | 66.0K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.01% | $7M | 73.6K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 1.00% | $6M | 59.7K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 1.00% | $6M | 61.9K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 1.00% | $2M | 22.3K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.99% | $57M | 581.9K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.98% | $4M | 37.8K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 0.98% | $4M | 42.0K | Q3 2025OLDER |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 0.97% | $5M | 48.7K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.97% | $2M | 22.6K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.97% | $976,323 | 9.9K | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 0.96% | $3M | 27.2K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 0.95% | $1M | 10.4K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.95% | $5M | 49.8K | Q2 2026 |
| GRACE & WHITE INC /NY$566M AUM | 0.95% | $5M | 54.5K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.94% | $7M | 66.1K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.94% | $3M | 24.4K | Q2 2026 |
| BOURNE LENT ASSET MANAGEMENT INC$272M AUM | 0.93% | $3M | 25.8K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.93% | $2M | 26.2K | Q3 2025OLDER |
| Rench Wealth Management, Inc.$332M AUM | 0.92% | $3M | 30.9K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.90% | $9M | 88.5K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.89% | $5M | 48.4K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 0.89% | $3M | 27.9K | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 0.89% | $1M | 13.7K | Q3 2025OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.88% | $2M | 22.1K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.88% | $5M | 59.4K | Q3 2025OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.87% | $2M | 20.4K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.87% | $7M | 72.0K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.86% | $4M | 40.3K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.86% | $3M | 31.8K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.85% | $1M | 12.8K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.84% | $11M | 113.6K | Q1 2026OLDER |
| Compass Rose Asset Management, LP$1.3B AUM | 0.84% | $10M | 104.0K | Q4 2025OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.84% | $12M | 121.9K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.83% | $1M | 14.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.83% | $171M | 1.74M | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.82% | $5M | 54.0K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.82% | $2M | 20.2K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.81% | $57M | 681.6K | Q3 2025OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 0.81% | $3M | 23.4K | Q2 2026 |
| Cascade Investment Advisors, Inc.$169M AUM | 0.81% | $1M | 13.9K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.81% | $4M | 37.5K | Q2 2026 |
| Carmel Capital Partners, LLC$277M AUM | 0.80% | $2M | 22.4K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 0.79% | $6M | 58.5K | Q1 2026OLDER |
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 0.79% | $3M | 32.2K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.78% | $3M | 34.5K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.77% | $9M | 89.9K | Q1 2026OLDER |
| Mork Capital Management, LLC$141M AUM | 0.77% | $1M | 11.0K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.76% | $12M | 123.2K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.76% | $2M | 18.8K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.76% | $3M | 31.5K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 0.75% | $1M | 13.4K | Q4 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.75% | $1M | 10.6K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.75% | $1M | 13.8K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.74% | $2M | 18.6K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.74% | $9M | 92.8K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.74% | $4M | 39.4K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.74% | $4M | 40.8K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.73% | $6M | 60.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.73% | $15M | 154.8K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.73% | $962,535 | 9.8K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.73% | $2M | 20.5K | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.72% | $1M | 12.2K | Q2 2026 |
| Nicholas Wealth, LLC.$145M AUM | 0.72% | $1M | 10.5K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 0.70% | $1M | 10.2K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 0.70% | $991,900 | 10.0K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.70% | $1.1B | 11.04M | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.69% | $9M | 92.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.68% | $10M | 100.5K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.68% | $3M | 31.8K | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 0.68% | $1M | 14.9K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.68% | $2M | 18.1K | Q2 2026 |
| Tilson Financial Group, Inc.$333M AUM | 0.68% | $2M | 22.9K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 0.67% | $5M | 52.0K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.67% | $5M | 48.7K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.67% | $968,649 | 9.8K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.66% | $4M | 37.4K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.66% | $2M | 24.3K | Q1 2026OLDER |
| Fidelity National Financial, Inc.$2.7B AUM | 0.66% | $22M | 220.0K | Q4 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.66% | $5M | 52.3K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 0.66% | $988,061 | 10.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.65% | $5M | 48.0K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.65% | $6M | 58.2K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.65% | $2M | 14.3K | Q2 2026 |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.64% | $2M | 17.4K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 0.64% | $2M | 20.7K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.64% | $665,541 | 6.8K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.64% | $2M | 15.8K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.63% | $4M | 39.3K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.63% | $25M | 257.4K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.63% | $7M | 66.3K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.63% | $983,866 | 10.0K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.62% | $777,792 | 7.9K | Q1 2026OLDER |
| DKRT Investments Corp.$395M AUM | 0.62% | $2M | 25.0K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.62% | $4M | 41.7K | Q2 2026 |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.62% | $692,005 | 7.0K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.62% | $6M | 58.0K | Q4 2025OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.61% | $1M | 11.4K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.61% | $13M | 134.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.61% | $11M | 107.5K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.61% | $2M | 22.0K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.60% | $4M | 39.2K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.60% | $1M | 14.6K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.60% | $3M | 28.5K | Q4 2025OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.60% | $1M | 11.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.60% | $80M | 855.9K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.59% | $6M | 59.0K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.59% | $2M | 15.8K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 0.59% | $1M | 12.5K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.58% | $3M | 30.2K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.58% | $2M | 15.6K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.58% | $3M | 32.1K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.58% | $939,030 | 9.5K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.58% | $1M | 10.6K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.58% | $2M | 21.7K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.58% | $813,504 | 8.3K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.57% | $2M | 15.9K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 0.57% | $36M | 361.6K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.57% | $3M | 31.5K | Q3 2025OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.57% | $2M | 15.7K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.57% | $2M | 25.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.57% | $34M | 346.6K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.57% | $1M | 10.8K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 0.57% | $75M | 763.8K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.57% | $1M | 14.9K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.56% | $5M | 55.9K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.56% | $575,523 | 5.8K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.56% | $8M | 83.7K | Q4 2025OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 0.56% | $559,334 | 5.7K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.55% | $579,753 | 5.9K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.55% | $1M | 14.8K | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 0.55% | $6M | 57.1K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.55% | $723,450 | 7.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.55% | $2M | 16.8K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.55% | $3M | 26.9K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.54% | $2M | 24.6K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.54% | $2M | 20.0K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.54% | $2M | 14.9K | Q2 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 0.54% | $1M | 12.5K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.54% | $726,905 | 7.4K | Q1 2026OLDER |
| Glass Wealth Management Co LLC$258M AUM | 0.53% | $1M | 13.9K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.52% | $1M | 10.2K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.52% | $106M | 1.08M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.52% | $18M | 183.7K | Q4 2025OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.51% | $5M | 50.0K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.51% | $2M | 15.5K | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 0.51% | $952,224 | 9.6K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.50% | $68M | 691.9K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.50% | $9M | 83.5K | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.50% | $7M | 73.8K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.50% | $4M | 40.1K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 0.50% | $518,962 | 5.2K | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.50% | $26M | 267.6K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.50% | $3M | 27.9K | Q2 2026 |
| 626 Financial, LLC$224M AUM | 0.50% | $1M | 11.3K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.49% | $5M | 54.0K | Q1 2026OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.49% | $21M | 211.6K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.48% | $89M | 912.9K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 0.48% | $981,485 | 9.9K | Q4 2025OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.48% | $637,011 | 6.5K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.48% | $4M | 37.8K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.48% | $529,121 | 5.4K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 0.48% | $9M | 89.0K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.47% | $1M | 11.9K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.47% | $697,802 | 7.0K | Q4 2025OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 0.47% | $2M | 24.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.46% | $2M | 19.6K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.46% | $5M | 46.4K | Q2 2026 |
| Twin Lakes Capital Management, LLC$220M AUM | 0.46% | $1M | 10.4K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 0.46% | $11M | 110.1K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.46% | $986,751 | 10.0K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.46% | $3M | 31.0K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.45% | $2M | 19.7K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.45% | $4M | 37.3K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.45% | $5M | 54.2K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 0.45% | $2M | 16.5K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.45% | $706,246 | 6.4K | Q1 2026OLDER |
| CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM | 0.44% | $1M | 13.6K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 0.44% | $4M | 39.9K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.43% | $2M | 18.8K | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 0.43% | $6M | 61.9K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.43% | $7M | 69.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.43% | $2M | 16.7K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.43% | $6M | 63.8K | Q4 2025OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.43% | $559,610 | 5.7K | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 0.43% | $816,948 | 8.3K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.43% | $825,212 | 8.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.43% | $18M | 180.8K | Q4 2025OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.43% | $609,774 | 6.2K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.43% | $7M | 73.5K | Q4 2025OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.42% | $27M | 278.3K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.42% | $2M | 15.7K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.42% | $2M | 21.6K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.42% | $1M | 10.2K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.42% | $1M | 13.2K | Q3 2025OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 0.42% | $30M | 303.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.42% | $5M | 45.0K | Q2 2026 |
| TICINO WEALTH$288M AUM | 0.42% | $1M | 12.0K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.42% | $2M | 16.8K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.41% | $1M | 9.9K | Q2 2026 |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.41% | $773,955 | 7.9K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.41% | $5M | 48.2K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.41% | $1M | 12.9K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.41% | $2M | 16.6K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.41% | $1M | 14.1K | Q4 2025OLDER |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 0.40% | $3M | 33.0K | Q3 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.40% | $5M | 45.1K | Q2 2026 |
| Carson Advisory Inc.$193M AUM | 0.40% | $771,842 | 7.8K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.40% | $5M | 50.8K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.40% | $2M | 17.9K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.39% | $1M | 11.8K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.39% | $991,631 | 10.1K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.39% | $782,656 | 8.0K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.39% | $1M | 13.0K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.39% | $2M | 17.9K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.39% | $417M | 4.35M | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.39% | $3M | 28.9K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.39% | $2M | 24.0K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.39% | $2M | 23.5K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.39% | $2M | 17.6K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.39% | $1M | 110.0K | Q3 2025OLDER |
| Leelyn Smith, LLC$713M AUM | 0.39% | $3M | 28.1K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 0.39% | $525,644 | 5.3K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.39% | $1M | 10.9K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.39% | $972,772 | 20.0K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.38% | $64M | 650.1K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.38% | $1M | 10.3K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 0.38% | $469,765 | 4.8K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 0.38% | $3M | 27.5K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.38% | $2M | 22.1K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 0.38% | $799,141 | 8.1K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.38% | $2M | 16.8K | Q4 2025OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.38% | $513,903 | 5.2K | Q4 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.38% | $3M | 32.1K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.38% | $862,197 | 10.3K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.37% | $2M | 22.5K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.37% | $787,444 | 8.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.37% | $1M | 13.5K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.37% | $545,293 | 5.5K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.37% | $5M | 49.1K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.37% | $1M | 14.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.37% | $1M | 11.0K | Q2 2026 |
| MONEYWISE, INC.$229M AUM | 0.37% | $807,568 | 9.7K | Q3 2025OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.37% | $50M | 500.0K | Q4 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.36% | $3M | 26.3K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.36% | $3M | 30.2K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.36% | $987,834 | 10.0K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.36% | $32M | 321.0K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.36% | $820,235 | 7.6K | Q2 2026 |
| Old Port Advisors$434M AUM | 0.36% | $2M | 15.7K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.36% | $780,021 | 7.9K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.35% | $857,480 | 8.7K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.35% | $2M | 18.9K | Q4 2025OLDER |
| Ted Buchan & Co$275M AUM | 0.35% | $968,846 | 9.8K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.35% | $447,501 | 4.5K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.35% | $472,820 | 4.8K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.35% | $3M | 27.5K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.35% | $883,402 | 9.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.34% | $3M | 34.4K | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.34% | $57M | 575.3K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.34% | $776,415 | 7.9K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.34% | $3M | 26.9K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.34% | $524,661 | 5.3K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.34% | $2M | 19.1K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.34% | $8M | 78.8K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.34% | $1M | 9.3K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.33% | $473,074 | 4.8K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.33% | $4M | 41.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.33% | $2.2B | 22.11M | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.33% | $1M | 14.3K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.33% | $375,221 | 3.8K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.33% | $547,288 | 5.6K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.33% | $4M | 37.0K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.33% | $2M | 18.8K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.33% | $2M | 18.3K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.33% | $3M | 25.9K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.33% | $1M | 11.2K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.32% | $2M | 14.7K | Q2 2026 |
| Seelaus Asset Management LLC$139M AUM | 0.32% | $446,749 | 4.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.32% | $13M | 134.4K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.32% | $755,558 | 7.7K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.32% | $4M | 39.2K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.32% | $771,201 | 7.8K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.31% | $680,888 | 6.9K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.31% | $834,597 | 8.5K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.31% | $1M | 12.4K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.31% | $209,599 | 2.7K | Q4 2025OLDER |
| Tannin Capital LLC$138M AUM | 0.31% | $427,068 | 4.3K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 0.31% | $472,003 | 4.8K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.31% | $1M | 12.3K | Q4 2025OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.31% | $6M | 59.0K | Q1 2026OLDER |
| O'Keefe Stevens Advisory, Inc.$405M AUM | 0.31% | $1M | 12.6K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.31% | $2M | 23.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.31% | $4M | 42.6K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.30% | $615,465 | 6.3K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.30% | $2M | 20.9K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.30% | $29M | 307.9K | Q2 2026 |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.30% | $23M | 229.2K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.30% | $765,003 | 7.8K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.30% | $2M | 22.8K | Q2 2026 |
| United Community Bank$300M AUM | 0.29% | $880,599 | 9.0K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.29% | $113M | 1.15M | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.29% | $3M | 33.5K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.29% | $4M | 35.4K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.29% | $174M | 1.77M | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.29% | $5M | 45.5K | Q4 2025OLDER |
| PORTLAND INVESTMENT COUNSEL INC.$312M AUM | 0.29% | $895,258 | 9.1K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.29% | $3M | 32.4K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.29% | $933,973 | 9.4K | Q4 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.29% | $701,186 | 7.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.28% | $8M | 77.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.28% | $6M | 61.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.28% | $1M | 13.3K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.28% | $5M | 45.9K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.28% | $1M | 10.4K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.28% | $351,217 | 3.6K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.28% | $16M | 158.1K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.28% | $924,575 | 9.4K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.28% | $2M | 17.9K | Q4 2025OLDER |
| Navalign, LLC$396M AUM | 0.28% | $1M | 11.3K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.28% | $518,415 | 5.3K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.28% | $377,652 | 3.8K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.28% | $387,972 | 3.6K | Q2 2026 |
| Boston Trust Walden Corp$12.2B AUM | 0.28% | $34M | 342.7K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.28% | $348,554 | 3.5K | Q4 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.28% | $1M | 12.1K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.28% | $14M | 146.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.27% | $2M | 25.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.27% | $2M | 18.1K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.27% | $426,668 | 4.3K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.27% | $342,559 | 3.5K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.27% | $1M | 13.5K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.27% | $4M | 37.8K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.27% | $3M | 33.0K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.27% | $2M | 20.9K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.27% | $10M | 103.6K | Q1 2026OLDER |
| DURANTE & WATERS, LLC$138M AUM | 0.27% | $370,265 | 3.8K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.27% | $412,507 | 4.2K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.27% | $353,283 | 3.6K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 0.27% | $532,320 | 5.4K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.27% | $651,768 | 6.6K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.27% | $1M | 13.9K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.27% | $1M | 13.6K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.26% | $928,904 | 9.4K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.26% | $3M | 26.2K | Q4 2025OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 0.26% | $360,071 | 360.1K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.26% | $459,238 | 4.7K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.26% | $7M | 69.2K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.26% | $1M | 12.1K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.26% | $533,953 | 369 | Q3 2025OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.26% | $2M | 20.1K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.26% | $357M | 3.63M | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.25% | $636,762 | 6.3K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 0.25% | $9M | 93.2K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.25% | $3M | 27.8K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.25% | $3M | 26.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.25% | $9M | 96.0K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.25% | $308,393 | 3.7K | Q3 2025OLDER |
| JBGlobal.com LLC$114M AUM | 0.25% | $244,409 | 2.9K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.25% | $15M | 156.9K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.25% | $431,089 | 4.4K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.25% | $462,936 | 4.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.25% | $6M | 64.4K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.24% | $415,898 | 4.2K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 0.24% | $313,913 | 3.8K | Q3 2025OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.24% | $543,570 | 5.5K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.24% | $686,671 | 7.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.24% | $730,570 | 7.4K | Q1 2026OLDER |
| OFI INVEST ASSET MANAGEMENT$7.6B AUM | 0.24% | $18M | 214.0K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 0.24% | $722,751 | 7.3K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.24% | $525,349 | 5.3K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.24% | $866,150 | 8.8K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.24% | $303,699 | 3.1K | Q1 2026OLDER |
| Wahed Invest LLC$770M AUM | 0.24% | $2M | 18.7K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.24% | $4M | 36.9K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.24% | $676,854 | 6.9K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.23% | $328,491 | 3.3K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.23% | $614,580 | 6.2K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.23% | $445,465 | 4.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.