WFCWELLS FARGO & CO
CUSIP 949746101 · Yahoo Finance ↗ · Google Finance ↗
Wells Fargo & Co (WFC) has 2,793 institutional holders in Filings Flow’s 13F database, together reporting 2314.70M shares worth $180.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,793
Q1 2026
Reported Value
$180.4B
Ticker
WFC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Latash Investments, LLC$129M AUM | 85.70% | $110M | 1.39M | Q1 2026OLDER |
| DAILY JOURNAL CORP$241M AUM | 46.74% | $112M | 1.41M | Q1 2026OLDER |
| AMERICAN ASSETS INC$298M AUM | 42.69% | $127M | 1.60M | Q1 2026OLDER |
| Mount Capital Ltd$248M AUM | 13.83% | $34M | 431.2K | Q1 2026OLDER |
| Theleme Partners LLP$1.5B AUM | 12.01% | $184M | 1.98M | Q4 2025OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 10.49% | $33M | 414.7K | Q1 2026OLDER |
| RWWM, Inc.$1.4B AUM | 10.00% | $137M | 1.72M | Q1 2026OLDER |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$268M AUM | 8.03% | $21M | 270.0K | Q1 2026OLDER |
| CNA FINANCIAL CORP$235M AUM | 7.70% | $16M | 170.0K | Q4 2025OLDER |
| Harbor Island Capital LLC$269M AUM | 7.52% | $20M | 254.2K | Q1 2026OLDER |
| LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM | 7.15% | $20M | 245.0K | Q1 2026OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 6.56% | $52M | 649.3K | Q1 2026OLDER |
| WILSEY ASSET MANAGEMENT INC$681M AUM | 6.36% | $43M | 524.0K | Q2 2026 |
| Teewinot Capital Advisers, L.L.C.$1.3B AUM | 6.00% | $75M | 945.4K | Q1 2026OLDER |
| Ategra Capital Management, LLC$201M AUM | 5.71% | $11M | 144.4K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 5.08% | $75M | 940.4K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 4.58% | $6M | 70.1K | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 4.45% | $21M | 265.6K | Q1 2026OLDER |
| DCM Advisors, LLC$220M AUM | 4.22% | $9M | 116.6K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 4.20% | $12M | 154.5K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 4.04% | $11M | 137.1K | Q1 2026OLDER |
| Clayton Partners LLC$138M AUM | 4.01% | $6M | 69.3K | Q1 2026OLDER |
| MCDONALD CAPITAL INVESTORS INC/CA$1.5B AUM | 3.76% | $55M | 690.6K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 3.44% | $7M | 142.9K | Q1 2026OLDER |
| Black Cypress Capital Management, LLC$139M AUM | 3.35% | $5M | 58.6K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 3.33% | $14M | 174.2K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 3.26% | $41M | 515.9K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 3.18% | $104M | 1.31M | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 3.14% | $26M | 325.2K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 3.06% | $8M | 98.1K | Q1 2026OLDER |
| DAVIS SELECTED ADVISERS$21.8B AUM | 2.99% | $652M | 8.19M | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 2.94% | $32M | 405.2K | Q1 2026OLDER |
| Regal Partners Ltd$1.8B AUM | 2.87% | $53M | 663.6K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 2.87% | $4M | 47.4K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 2.80% | $6M | 75.7K | Q1 2026OLDER |
| CALIFORNIA FIRST LEASING CORP$312M AUM | 2.71% | $8M | 106.4K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 2.70% | $7M | 71.3K | Q4 2025OLDER |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 2.69% | $33M | 408.7K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 2.69% | $26M | 328.6K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 2.64% | $6M | 72.9K | Q1 2026OLDER |
| BRANDYWINE TRUST CO$552M AUM | 2.62% | $14M | 181.9K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 2.60% | $5M | 69.0K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 2.58% | $5M | 63.6K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 2.52% | $3M | 41.7K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 2.52% | $5M | 56.8K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 2.50% | $3.2B | 39.76M | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 2.48% | $70M | 884.1K | Q1 2026OLDER |
| Unison Asset Management LLC$219M AUM | 2.47% | $5M | 67.8K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 2.46% | $54M | 672.5K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 2.45% | $7M | 86.7K | Q1 2026OLDER |
| Eldred Rock Partners, LLC$465M AUM | 2.42% | $11M | 136.2K | Q2 2026 |
| SOUND SHORE MANAGEMENT INC /CT/$3.0B AUM | 2.41% | $72M | 902.4K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 2.41% | $372M | 4.67M | Q1 2026OLDER |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$672M AUM | 2.38% | $16M | 201.3K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 2.38% | $17M | 200.0K | Q3 2025OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 2.33% | $6M | 73.6K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 2.31% | $16M | 202.7K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 2.31% | $11M | 137.8K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 2.30% | $4M | 44.9K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 2.28% | $116M | 1.46M | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 2.27% | $698M | 8.77M | Q1 2026OLDER |
| S-Bank Fund Management Ltd$671M AUM | 2.27% | $15M | 191.1K | Q1 2026OLDER |
| Sicart Associates LLC$389M AUM | 2.26% | $9M | 110.7K | Q1 2026OLDER |
| Chou Associates Management Inc.$210M AUM | 2.25% | $5M | 59.5K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 2.23% | $2M | 28.5K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 2.22% | $5M | 68.6K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 2.21% | $27M | 342.4K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 2.20% | $32M | 396.0K | Q1 2026OLDER |
| Genoa Capital Gestora de Recursos Ltda.$130M AUM | 2.19% | $5M | 51.5K | Q4 2025OLDER |
| Brookmont Capital Management$179M AUM | 2.18% | $4M | 48.9K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 2.15% | $2M | 30.4K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 2.14% | $319M | 3.42M | Q4 2025OLDER |
| DKRT Investments Corp.$395M AUM | 2.12% | $8M | 105.0K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 2.11% | $28M | 347.0K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 2.07% | $26M | 324.7K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 2.06% | $9M | 111.4K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 2.05% | $6M | 68.3K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 2.02% | $3M | 36.1K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 1.99% | $4M | 52.6K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.97% | $27M | 343.9K | Q1 2026OLDER |
| CORNERCAP INVESTMENT COUNSEL INC$203M AUM | 1.94% | $4M | 42.3K | Q4 2025OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 1.94% | $3M | 32.7K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.94% | $17M | 215.6K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 1.92% | $4M | 52.1K | Q2 2026 |
| SP Asset Management LLC$1.1B AUM | 1.91% | $22M | 272.4K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 1.89% | $2M | 28.9K | Q2 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.89% | $80M | 1.00M | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.87% | $4M | 48.3K | Q3 2025OLDER |
| BSN Capital Partners Ltd$1.8B AUM | 1.84% | $39M | 460.0K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 1.82% | $3M | 40.0K | Q2 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 1.80% | $30M | 382.1K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 1.73% | $13M | 158.2K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 1.73% | $6M | 62.2K | Q4 2025OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.70% | $813M | 10.22M | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 1.70% | $10M | 125.5K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 1.69% | $4M | 48.7K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 1.67% | $10M | 106.0K | Q4 2025OLDER |
| Griffith & Werner, Inc.$202M AUM | 1.67% | $3M | 42.3K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 1.63% | $25M | 312.8K | Q1 2026OLDER |
| M&G Plc$19.4B AUM | 1.61% | $313M | 3.91M | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 1.58% | $17M | 216.5K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 1.57% | $11M | 136.9K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 1.57% | $19M | 234.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.56% | $5M | 60.9K | Q2 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 1.55% | $219M | 2.75M | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 1.55% | $503M | 6.32M | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 1.52% | $4M | 51.3K | Q2 2026 |
| Mondrian Investment Partners LTD$6.7B AUM | 1.50% | $100M | 1.26M | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 1.49% | $2M | 31.1K | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 1.49% | $109M | 1.37M | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.48% | $5M | 60.0K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 1.48% | $4M | 56.2K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.48% | $20M | 251.4K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 1.43% | $8M | 91.6K | Q2 2026 |
| Adams Asset Advisors, LLC$891M AUM | 1.43% | $13M | 159.8K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 1.41% | $5M | 57.1K | Q1 2026OLDER |
| Hosking Partners LLP$2.8B AUM | 1.40% | $39M | 490.0K | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 1.36% | $2.5B | 31.17M | Q1 2026OLDER |
| EDGAR LOMAX CO/VA$1.4B AUM | 1.36% | $19M | 239.8K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 1.36% | $4M | 46.0K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 1.35% | $7M | 92.4K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 1.34% | $9M | 115.4K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.33% | $10M | 131.4K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.33% | $14M | 180.3K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 1.32% | $3M | 32.7K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 1.30% | $5M | 61.8K | Q2 2026 |
| AUCTUS ADVISORS LLC$105M AUM | 1.30% | $1M | 17.2K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 1.30% | $157M | 1.97M | Q1 2026OLDER |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 1.30% | $69M | 862.2K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 1.29% | $5M | 61.3K | Q1 2026OLDER |
| AF Advisors, Inc.$181M AUM | 1.28% | $2M | 29.0K | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.27% | $3M | 38.1K | Q1 2026OLDER |
| Sustainable Insight Capital Management, LLC$298M AUM | 1.27% | $4M | 40.9K | Q4 2025OLDER |
| Van Diest Capital, LLC$127M AUM | 1.25% | $2M | 19.9K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 1.24% | $4M | 51.2K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 1.21% | $8M | 99.9K | Q2 2026 |
| FIRETRAIL INVESTMENTS PTY LTD$293M AUM | 1.21% | $4M | 44.6K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 1.20% | $3M | 34.3K | Q2 2026 |
| Guerra Advisors Inc$271M AUM | 1.19% | $3M | 38.4K | Q3 2025OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 1.19% | $35M | 437.6K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 1.17% | $874M | 10.98M | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 1.16% | $10M | 115.7K | Q2 2026 |
| Massachusetts Wealth Management$231M AUM | 1.14% | $3M | 33.0K | Q1 2026OLDER |
| Carlson Capital, L.P.$318M AUM | 1.14% | $4M | 45.5K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.14% | $1M | 18.0K | Q1 2026OLDER |
| Applied Capital LLC/FL$212M AUM | 1.13% | $2M | 30.1K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 1.12% | $53M | 661.4K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 1.11% | $109M | 1.37M | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 1.10% | $337M | 4.24M | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.10% | $6M | 80.6K | Q1 2026OLDER |
| Argyle Capital Management, LLC$308M AUM | 1.10% | $3M | 42.7K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 1.10% | $10M | 127.9K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.10% | $5M | 61.4K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 1.10% | $4M | 44.7K | Q2 2026 |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.08% | $3M | 38.9K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 1.08% | $29M | 43.3K | Q4 2025OLDER |
| Legacy Private Trust Co.$1.6B AUM | 1.08% | $18M | 220.8K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 1.08% | $3M | 32.4K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.08% | $27M | 342.6K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 1.08% | $22M | 262.7K | Q3 2025OLDER |
| S&G Foundation$1.9B AUM | 1.07% | $20M | 253.3K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 1.06% | $78M | 978.3K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 1.06% | $6M | 118.7K | Q2 2026 |
| 3Chopt Investment Partners, LLC$437M AUM | 1.06% | $5M | 50.5K | Q4 2025OLDER |
| Hedges Asset Management LLC$142M AUM | 1.05% | $1M | 16.0K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 1.04% | $88M | 1.10M | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 1.04% | $7M | 80.2K | Q3 2025OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 1.04% | $2M | 29.8K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.04% | $6M | 79.8K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 1.04% | $28M | 345.9K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 1.02% | $31M | 386.0K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 1.02% | $8M | 103.8K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 1.02% | $2M | 19.8K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 1.01% | $3M | 41.2K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 1.01% | $2M | 24.3K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 1.01% | $2M | 21.0K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 1.00% | $3M | 30.9K | Q3 2025OLDER |
| Cardinal Capital Management, Inc.$3.7B AUM | 0.99% | $37M | 462.7K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.99% | $1M | 15.7K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.99% | $21M | 263.7K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.99% | $3M | 34.4K | Q2 2026 |
| WHITE PINE CAPITAL LLC$355M AUM | 0.98% | $3M | 43.8K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.98% | $5.2B | 65.85M | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.98% | $4M | 52.4K | Q1 2026OLDER |
| First Pacific Advisors, LP$7.1B AUM | 0.97% | $69M | 872.7K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.96% | $2M | 27.3K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.96% | $2M | 25.2K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 0.96% | $2M | 24.6K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 0.95% | $15M | 190.0K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 0.94% | $21M | 262.8K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.93% | $2M | 26.0K | Q1 2026OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 0.93% | $3M | 33.2K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.93% | $1M | 14.3K | Q2 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.93% | $9M | 108.5K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.92% | $7M | 93.0K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.91% | $2M | 19.4K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.91% | $3M | 32.7K | Q2 2026 |
| Congress Park Capital LLC$326M AUM | 0.91% | $3M | 37.3K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.91% | $3M | 32.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.90% | $5.8B | 72.89M | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.90% | $1M | 17.5K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.90% | $2M | 19.9K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.90% | $1M | 12.7K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.89% | $2M | 18.8K | Q2 2026 |
| SWS Partners$405M AUM | 0.88% | $4M | 44.8K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.88% | $16M | 196.5K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.88% | $61M | 761.2K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.88% | $3M | 35.1K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.87% | $1M | 16.6K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.87% | $835M | 10.48M | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.87% | $7M | 84.6K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.87% | $5M | 68.4K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.86% | $3M | 37.9K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.86% | $4M | 48.4K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 0.85% | $1M | 13.8K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.84% | $8M | 105.9K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.84% | $13M | 140.8K | Q4 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.84% | $277M | 3.51M | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.83% | $2M | 20.2K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.82% | $12M | 153.1K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 0.82% | $2M | 21.3K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.82% | $15M | 183.0K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.82% | $1M | 16.5K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 0.82% | $10M | 122.4K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.82% | $4M | 46.4K | Q4 2025OLDER |
| Perkins Coie Trust Co$603M AUM | 0.81% | $5M | 59.4K | Q2 2026 |
| Sciencast Management LP$785M AUM | 0.81% | $6M | 80.0K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.81% | $19M | 237.1K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.80% | $849,837 | 10.7K | Q1 2026OLDER |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM | 0.80% | $43M | 534.3K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.80% | $1M | 18.7K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 0.80% | $1M | 15.1K | Q4 2025OLDER |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM | 0.80% | $5M | 62.5K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.79% | $2M | 27.2K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.79% | $2M | 21.7K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.79% | $132M | 1.65M | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.78% | $871,968 | 11.0K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 0.78% | $27M | 338.0K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.78% | $2M | 29.3K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.77% | $994,886 | 12.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.75% | $866,634 | 10.9K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.75% | $947,120 | 11.9K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.74% | $79M | 986.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.74% | $476M | 5.98M | Q1 2026OLDER |
| UniSuper Management Pty Ltd$15.3B AUM | 0.74% | $114M | 1.43M | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.74% | $5M | 64.1K | Q1 2026OLDER |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 0.74% | $46M | 573.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.74% | $2M | 23.0K | Q2 2026 |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.73% | $3M | 40.9K | Q2 2026 |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 0.73% | $11M | 118.7K | Q4 2025OLDER |
| Round Hill Asset Management$153M AUM | 0.73% | $1M | 13.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.73% | $13M | 161.7K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.73% | $1M | 15.3K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.72% | $832,581 | 11.1K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.72% | $11M | 116.6K | Q4 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.72% | $24M | 303.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.72% | $4M | 44.3K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.72% | $4M | 49.5K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 0.72% | $2M | 21.4K | Q2 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.72% | $4M | 54.4K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.71% | $1M | 15.2K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.71% | $2M | 22.6K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.71% | $18M | 219.3K | Q2 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.70% | $52M | 652.2K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.70% | $934,834 | 12.7K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 0.70% | $1M | 15.4K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.70% | $1M | 13.9K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.69% | $1M | 14.1K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.69% | $2M | 21.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.68% | $12.9B | 161.69M | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.68% | $3M | 40.9K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.67% | $876,895 | 11.0K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.67% | $1M | 16.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.67% | $83M | 1.04M | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.66% | $2M | 21.3K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.66% | $2M | 30.2K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.66% | $60M | 748.0K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.66% | $1M | 20.4K | Q4 2025OLDER |
| LOM Asset Management Ltd$348M AUM | 0.66% | $2M | 28.7K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.66% | $709,166 | 8.9K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.65% | $1M | 13.2K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.64% | $56M | 709.4K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.64% | $4M | 54.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.64% | $9.9B | 129.21M | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.64% | $2M | 29.3K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.63% | $2M | 23.9K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 0.63% | $2M | 26.9K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.63% | $2M | 29.4K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.63% | $4M | 56.0K | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | 0.63% | $17M | 207.6K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.63% | $4M | 49.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.63% | $6M | 78.7K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.62% | $2M | 21.6K | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 0.62% | $5M | 63.0K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.62% | $884,569 | 11.1K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.62% | $1M | 17.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.62% | $1M | 13.4K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.62% | $3M | 36.5K | Q1 2026OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 0.62% | $710,095 | 8.3K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.61% | $2M | 27.4K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 0.61% | $918,938 | 11.5K | Q2 2026 |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.61% | $1M | 13.9K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.61% | $18M | 196.2K | Q4 2025OLDER |
| Laurion Capital Management LP$2.3B AUM | 0.60% | $14M | 174.0K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.60% | $1M | 12.7K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.60% | $1M | 18.5K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.60% | $4M | 46.0K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.60% | $2M | 23.9K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.60% | $763,141 | 9.6K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.59% | $8M | 98.5K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.59% | $872,974 | 11.0K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.59% | $1M | 18.1K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 0.59% | $2M | 20.0K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.59% | $1M | 14.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.59% | $7M | 86.4K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.59% | $883,234 | 11.1K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.58% | $12M | 150.0K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.58% | $3M | 37.6K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.58% | $898,240 | 11.3K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.58% | $5M | 62.6K | Q3 2025OLDER |
| Entruity Wealth, LLC$147M AUM | 0.57% | $845,967 | 10.6K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.57% | $277M | 3.48M | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.57% | $3M | 31.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.57% | $1M | 13.0K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.57% | $1M | 18.7K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.57% | $38M | 483.4K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.57% | $1M | 15.4K | Q1 2026OLDER |
| Freemont Management S.A.$661M AUM | 0.57% | $4M | 47.0K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.56% | $3M | 31.2K | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.56% | $2M | 24.0K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.56% | $1M | 25.0K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.56% | $48M | 606.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.56% | $663,966 | 8.3K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 0.56% | $2M | 26.3K | Q2 2026 |
| Leisure Capital Management$286M AUM | 0.56% | $2M | 20.0K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.55% | $6M | 71.6K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.55% | $4M | 45.0K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 0.55% | $1M | 18.0K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.55% | $756,554 | 9.5K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.55% | $37M | 459.0K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.55% | $567,221 | 7.1K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.55% | $766,644 | 9.6K | Q1 2026OLDER |
| Ares Systematic Credit Ltd$123M AUM | 0.54% | $669,368 | 550 | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.54% | $5M | 64.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.54% | $148M | 1.86M | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.54% | $10M | 123.5K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 0.54% | $17M | 218.3K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 0.54% | $1M | 16.8K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.54% | $1M | 18.0K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.54% | $1M | 13.5K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.54% | $677,371 | 8.5K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.54% | $20M | 253.9K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.53% | $2M | 20.0K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 0.53% | $785,751 | 9.9K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.53% | $930,641 | 11.7K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.53% | $1M | 18.2K | Q1 2026OLDER |
| GLP Holdings LLLP$111M AUM | 0.53% | $588,149 | 7.1K | Q2 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.53% | $2M | 20.7K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 0.53% | $1M | 17.1K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.53% | $1M | 15.1K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.52% | $74M | 935.1K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.52% | $4M | 48.6K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.52% | $1M | 12.7K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.52% | $686,640 | 8.6K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.52% | $19M | 240.0K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.52% | $2M | 28.1K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.52% | $1M | 14.0K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.52% | $13M | 160.4K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.52% | $1M | 18.6K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.51% | $993,294 | 12.5K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 0.51% | $1M | 17.7K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.51% | $933,611 | 11.7K | Q1 2026OLDER |
| TWIN CAPITAL MANAGEMENT INC$776M AUM | 0.51% | $4M | 49.8K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.51% | $2M | 20.5K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.51% | $274M | 3.44M | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.51% | $1M | 17.8K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.51% | $800,638 | 10.1K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.51% | $4M | 51.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.51% | $5M | 66.5K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.51% | $2M | 23.1K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.51% | $6M | 71.5K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.51% | $14M | 164.2K | Q3 2025OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.51% | $2M | 23.3K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.51% | $1M | 14.7K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 0.50% | $2M | 28.8K | Q2 2026 |
| Marotta Asset Management$601M AUM | 0.50% | $3M | 35.1K | Q2 2026 |
| Cromwell Holdings LLC$178M AUM | 0.50% | $889,324 | 11.2K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.50% | $207M | 2.60M | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.50% | $100M | 1.26M | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.50% | $11M | 143.3K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.49% | $654,394 | 8.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.49% | $4M | 55.3K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.49% | $25M | 307.8K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.49% | $14M | 179.9K | Q1 2026OLDER |
| PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM | 0.49% | $54M | 580.4K | Q2 2026 |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 0.49% | $1M | 15.0K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.49% | $1M | 18.8K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.49% | $5M | 60.6K | Q3 2025OLDER |
| Tudor Financial Inc.$196M AUM | 0.48% | $947,380 | 11.9K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.48% | $615M | 7.72M | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.48% | $10M | 120.2K | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.48% | $2M | 19.1K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.48% | $1.8B | 22.36M | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.48% | $898,877 | 11.3K | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 0.48% | $6M | 79.5K | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.48% | $36M | 456.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.48% | $115M | 1.44M | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.48% | $7M | 93.0K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.48% | $2M | 21.3K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.47% | $732,469 | 9.2K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.47% | $134M | 1.68M | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.47% | $2M | 26.3K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.47% | $6M | 73.3K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.47% | $86M | 1.08M | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.47% | $3M | 43.4K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.47% | $3M | 37.1K | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.47% | $291M | 3.66M | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.47% | $889,642 | 11.2K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.47% | $1M | 12.1K | Q2 2026 |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.47% | $2M | 26.0K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.47% | $55M | 693.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.46% | $9M | 118.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.46% | $329M | 4.14M | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.46% | $4M | 48.2K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.46% | $2M | 24.2K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.46% | $44M | 558.0K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.46% | $10M | 122.4K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.46% | $532,717 | 6.7K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.46% | $2M | 20.8K | Q1 2026OLDER |
| AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM | 0.46% | $10M | 125.8K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.45% | $1M | 13.6K | Q4 2025OLDER |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.45% | $12M | 150.0K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.45% | $6M | 79.6K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.45% | $1M | 14.8K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.45% | $701,046 | 8.8K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.45% | $852,703 | 10.7K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.45% | $2M | 20.1K | Q1 2026OLDER |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM | 0.45% | $2M | 29.4K | Q3 2025OLDER |
| Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM | 0.45% | $7M | 82.9K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.45% | $4M | 45.4K | Q1 2026OLDER |
| CYBER HORNET ETFs LLC$155M AUM | 0.45% | $694,509 | 8.6K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 0.45% | $1M | 13.9K | Q2 2026 |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.45% | $736,067 | 8.9K | Q2 2026 |
| AIA Group Ltd$6.9B AUM | 0.45% | $31M | 385.9K | Q1 2026OLDER |
| HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM | 0.44% | $14M | 176.2K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.44% | $630,352 | 7.9K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.44% | $133M | 1.67M | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.44% | $599,817 | 7.1K | Q1 2026OLDER |
| National Pension Service$131.7B AUM | 0.44% | $583M | 7.32M | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.44% | $61M | 763.1K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 0.44% | $599,609 | 6.4K | Q4 2025OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.44% | $147M | 1.84M | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.44% | $111M | 1.40M | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.44% | $991,102 | 12.0K | Q2 2026 |
| DKM Wealth Management, Inc.$139M AUM | 0.44% | $610,561 | 7.7K | Q1 2026OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.44% | $16M | 205.8K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.44% | $10M | 127.0K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.44% | $4M | 53.2K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.44% | $468M | 6.02M | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.44% | $1M | 15.0K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.43% | $26M | 325.7K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.43% | $132M | 1.66M | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.43% | $1M | 16.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.43% | $1.9B | 23.50M | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.43% | $873,083 | 11.0K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 0.43% | $4M | 39.8K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.43% | $109M | 1.38M | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.43% | $26M | 327.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.43% | $32M | 404.0K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.43% | $61M | 771.1K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.43% | $82M | 1.03M | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.43% | $14M | 177.3K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.43% | $38M | 476.2K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.42% | $7M | 93.1K | Q1 2026OLDER |
| Vinva Investment Management Ltd$8.1B AUM | 0.42% | $34M | 445.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.42% | $19M | 234.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.42% | $407M | 5.11M | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.42% | $9M | 109.5K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.42% | $507,833 | 6.4K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.42% | $860,903 | 10.8K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.42% | $2M | 19.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.42% | $18M | 220.5K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.42% | $1M | 14.4K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.42% | $35M | 439.7K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.42% | $56M | 669.7K | Q3 2025OLDER |
| Keystone Financial Services$341M AUM | 0.41% | $1M | 17.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.41% | $105M | 1.32M | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.41% | $220M | 2.76M | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.41% | $49M | 619.1K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.41% | $21M | 263.7K | Q1 2026OLDER |
| BDF-GESTION$747M AUM | 0.41% | $3M | 41.4K | Q3 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.41% | $40M | 503.5K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.41% | $1M | 12.9K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.41% | $13M | 140.3K | Q4 2025OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.41% | $129M | 1.86M | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.41% | $1.2B | 15.11M | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.41% | $4,517 | 48.5K | Q4 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.40% | $6M | 71.4K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.40% | $1M | 16.0K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.40% | $502,259 | 6.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.