SEC 13F Intelligence

WMBWILLIAMS COS INC

CUSIP 969457100 · Yahoo Finance ↗ · Google Finance ↗

Williams Cos Inc (WMB) has 1,797 institutional holders in Filings Flow’s 13F database, together reporting 1050.97M shares worth $72.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
1,797
Q1 2026
Reported Value
$72.9B
Ticker
WMB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 733Q4 ’18Q1 ’19: 775Q2 ’19: 786Q2 ’19Q3 ’19: 764Q2 ’21: 906Q2 ’21Q4 ’21: 972Q4 ’22: 1,098Q4 ’22Q4 ’25: 1,658Q1 ’26: 1,797Q1 ’26Q2 ’26: 124filingsflow.com
Total reported value
Q4 ’18: $130.0BQ4 ’18Q1 ’19: $191.0BQ2 ’19: $166.7BQ2 ’19Q3 ’19: $136.5BQ2 ’21: $295.4BQ2 ’21Q4 ’21: $334.5BQ4 ’22: $15.8BQ4 ’22Q4 ’25: $61.3BQ1 ’26: $72.9BQ1 ’26Q2 ’26: $839Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WALNUT PRIVATE EQUITY PARTNERS, LLC$185M AUM19.28%$36M479.8KQ2 2026
Heronetta Management, L.P.$110M AUM16.70%$18M251.4KQ1 2026OLDER
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM10.85%$19M255.7KQ1 2026OLDER
Robertson Opportunity Capital, LLC$260M AUM10.21%$27M364.8KQ1 2026OLDER
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM9.35%$488M6.70MQ1 2026OLDER
TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM8.72%$837M11.50MQ1 2026OLDER
RR Advisors, LLC$360M AUM7.57%$27M375.1KQ1 2026OLDER
Asset Management Advisors, LLC$181M AUM7.11%$13M172.9KQ2 2026
Fractal Investments LLC$845M AUM7.01%$59M814.0KQ1 2026OLDER
M.D. Sass, LLC$1.3B AUM6.48%$85M1.17MQ1 2026OLDER
Barnett & Company, Inc.$129M AUM6.36%$8M112.4KQ1 2026OLDER
ELCO Management Co., LLC$208M AUM6.35%$13M182.0KQ1 2026OLDER
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM6.13%$124M1.70MQ1 2026OLDER
Rivermont Capital Management LP$475M AUM5.71%$27M372.1KQ1 2026OLDER
Dilation Capital Management LP$199M AUM5.50%$11M150.6KQ1 2026OLDER
Ausbil Investment Management Ltd$201M AUM5.00%$10M139.9KQ1 2026OLDER
Blackstone Inc.$25.6B AUM4.85%$1.2B17.07MQ1 2026OLDER
Candelo Capital Management LP$121M AUM4.31%$5M71.7KQ1 2026OLDER
WEYBOSSET RESEARCH & MANAGEMENT LLC$347M AUM4.19%$15M199.7KQ1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM4.18%$19M261.6KQ1 2026OLDER
CapWealth Advisors, LLC$1.3B AUM4.12%$55M762.3KQ1 2026OLDER
ADAMS NATURAL RESOURCES FUND, INC.$863M AUM3.86%$33M457.4KQ1 2026OLDER
SailingStone Capital Partners LLC$440M AUM3.73%$16M225.8KQ1 2026OLDER
Cambridge Financial Group, Inc.$267M AUM3.63%$10M133.2KQ1 2026OLDER
SIR Capital Management, L.P.$1.1B AUM3.49%$32M525.2KQ4 2025OLDER
Partners Group Holding AG$1.4B AUM3.42%$46M635.1KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM3.38%$42M572.9KQ1 2026OLDER
Recurrent Investment Advisors LLC$1.7B AUM3.34%$56M762.9KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM3.20%$11M155.2KQ1 2026OLDER
Ripple Effect Asset Management LP$679M AUM3.18%$22M296.1KQ1 2026OLDER
Electron Capital Partners, LLC$2.6B AUM3.10%$79M1.09MQ1 2026OLDER
WILKINS INVESTMENT COUNSEL INC$698M AUM3.02%$21M289.3KQ1 2026OLDER
Delta Accumulation, LLC$1.2B AUM2.97%$81M486.4KQ4 2025OLDER
Corigliano Investment Advisers, LLC$256M AUM2.93%$8M103.2KQ1 2026OLDER
Encompass Capital Advisors LLC$3.3B AUM2.89%$82M1.30MQ3 2025OLDER
Tribune Investment Group LP$261M AUM2.74%$7M98.4KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM2.71%$173M2.37MQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM2.60%$72M991.0KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM2.56%$11M156.8KQ1 2026OLDER
Kinsale Capital Group, Inc.$624M AUM2.54%$16M217.6KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM2.52%$152M2.09MQ1 2026OLDER
BAHL & GAYNOR INC$19.8B AUM2.52%$499M6.86MQ1 2026OLDER
GS Investments, Inc.$175M AUM2.51%$4M60.2KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM2.49%$342M4.70MQ1 2026OLDER
Covalis Capital LLP$1.6B AUM2.47%$40M552.5KQ1 2026OLDER
CFM WEALTH PARTNERS LLC$667M AUM2.47%$16M226.4KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM2.47%$13M185.3KQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM2.41%$26M356.3KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM2.38%$29M398.9KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM2.35%$146M2.01MQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM2.35%$121M1.67MQ1 2026OLDER
Signature Wealth Management Group$263M AUM2.31%$6M83.8KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM2.29%$36M499.1KQ1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM2.26%$14M187.8KQ1 2026OLDER
O'Domhnaill Enterprises, Inc.$124M AUM2.21%$3M37.7KQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM2.12%$2M33.4KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM2.11%$104M1.43MQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM2.10%$18M251.9KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM2.10%$11M146.1KQ1 2026OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM2.02%$33M454.1KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM1.96%$21M291.7KQ1 2026OLDER
RoundAngle Advisors LLC$134M AUM1.96%$3M36.0KQ1 2026OLDER
Slocum, Gordon & Co LLP$147M AUM1.93%$3M39.0KQ1 2026OLDER
Resolute Capital Asset Partners LLC$190M AUM1.91%$4M50.0KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM1.89%$23M313.1KQ1 2026OLDER
Steadtrust LLC$198M AUM1.87%$4M49.8KQ2 2026
Pinnacle Holdings, LLC$309M AUM1.85%$6M78.5KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM1.84%$65M886.4KQ1 2026OLDER
Blue Zone Wealth Advisors, LLC$491M AUM1.80%$9M121.7KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM1.79%$5M71.5KQ2 2026
VIKING FUND MANAGEMENT LLC$976M AUM1.79%$17M240.0KQ1 2026OLDER
GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM1.76%$6M79.2KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM1.73%$63M870.1KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM1.72%$85M1.16MQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM1.71%$8M112.9KQ1 2026OLDER
Energy Income Partners, LLC$6.2B AUM1.71%$106M1.46MQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM1.71%$211M2.90MQ1 2026OLDER
Estabrook Capital Management$685M AUM1.69%$12M159.0KQ1 2026OLDER
Turas Capital Management LP$392M AUM1.69%$5M83.7KQ4 2025OLDER
Phraction Management LLC$483M AUM1.67%$8M110.5KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM1.60%$60M830.5KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM1.60%$2M23.5KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM1.58%$28M385.0KQ1 2026OLDER
Aperture Investors, LLC$791M AUM1.53%$12M166.5KQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM1.53%$22M302.1KQ1 2026OLDER
L & S Advisors Inc$795M AUM1.52%$12M166.6KQ1 2026OLDER
Scott & Selber, Inc.$474M AUM1.52%$7M97.0KQ2 2026
Autumn Glory Partners, LLC$272M AUM1.48%$4M55.5KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM1.47%$1.7B23.24MQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM1.46%$141M1.93MQ1 2026OLDER
Seven Post Investment Office LP$310M AUM1.45%$4M61.8KQ1 2026OLDER
FFT WEALTH MANAGEMENT LLC$552M AUM1.42%$8M107.9KQ1 2026OLDER
Vectors Research Management, LLC$342M AUM1.42%$5M66.6KQ1 2026OLDER
DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM1.41%$3M43.9KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM1.40%$6M88.7KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM1.38%$7M95.1KQ1 2026OLDER
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM1.36%$2M30.4KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM1.36%$2M31.2KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM1.33%$14M194.4KQ1 2026OLDER
Harvest Investment Advisors, LLC$176M AUM1.31%$2M38.4KQ4 2025OLDER
Greenline Partners, LLC$930M AUM1.30%$12M165.9KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM1.30%$2M23.2KQ1 2026OLDER
Columbus Macro, LLC$936M AUM1.28%$12M164.6KQ1 2026OLDER
TCV Trust & Wealth Management, Inc.$1.2B AUM1.26%$15M206.9KQ1 2026OLDER
Compass Wealth Management LLC$405M AUM1.23%$5M68.4KQ1 2026OLDER
Kennebec Savings Bank$111M AUM1.22%$1M18.6KQ1 2026OLDER
Skylands Capital, LLC$763M AUM1.21%$9M127.1KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM1.20%$9M120.6KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM1.20%$2M22.9KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM1.18%$33M450.3KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM1.18%$5M67.4KQ1 2026OLDER
Meiji Yasuda America Inc$404M AUM1.17%$5M65.0KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM1.15%$7M102.5KQ1 2026OLDER
Alaethes Wealth, LLC$351M AUM1.14%$4M54.9KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM1.13%$5M68.0KQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM1.13%$8M104.8KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM1.11%$11M147.2KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM1.09%$2M29.7KQ2 2026
Taylor Frigon Capital Management LLC$176M AUM1.09%$2M26.4KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM1.09%$35M481.2KQ1 2026OLDER
TKG Advisors, LLC$242M AUM1.09%$3M36.3KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM1.07%$7M102.5KQ1 2026OLDER
Penbrook Management LLC$132M AUM1.05%$1M19.1KQ1 2026OLDER
Argentarii, LLC$286M AUM1.05%$3M41.4KQ1 2026OLDER
Freedom Day Solutions, LLC$373M AUM1.05%$4M53.9KQ1 2026OLDER
Consolidated Investment Group LLC$922M AUM1.05%$10M132.7KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM1.03%$2M25.4KQ2 2026
FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM1.03%$16M215.9KQ1 2026OLDER
G&S Capital LLC$285M AUM1.02%$3M39.9KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM1.02%$141M1.94MQ1 2026OLDER
Genesee Capital Advisors, LLC$239M AUM1.00%$2M32.9KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM1.00%$7M98.5KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM1.00%$61M832.2KQ1 2026OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.99%$3M95.0KQ1 2026OLDER
Bell & Brown Wealth Advisors, LLC$311M AUM0.99%$3M51.2KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM0.99%$2M32.3KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.98%$2M33.8KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM0.97%$23M321.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.97%$65M898.1KQ1 2026OLDER
CENTRAL BANK & TRUST CO$636M AUM0.97%$6M84.7KQ1 2026OLDER
South Shore Capital Advisors$137M AUM0.95%$1M17.9KQ1 2026OLDER
Longbow Finance SA$552M AUM0.93%$5M70.2KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.91%$23M319.9KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.91%$19M292.8KQ3 2025OLDER
Machina Capital S.A.S.$508M AUM0.89%$5M62.0KQ1 2026OLDER
Seelaus Asset Management LLC$139M AUM0.88%$1M16.8KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.88%$182M2.49MQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM0.87%$2M23.9KQ1 2026OLDER
Bank & Trust Co$148M AUM0.86%$1M17.6KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.85%$33M451.4KQ1 2026OLDER
Harbour Trust & Investment Management Co$943M AUM0.85%$8M110.0KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.84%$67M921.4KQ1 2026OLDER
Arosa Capital Management LP$660M AUM0.83%$5M75.0KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.82%$13M181.1KQ1 2026OLDER
Sciencast Management LP$785M AUM0.81%$6M87.9KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.81%$3M43.2KQ1 2026OLDER
Madison Park Capital Advisors, LLC$140M AUM0.81%$1M22.3KQ2 2026
Wealth Alliance Advisory Group, LLC$632M AUM0.81%$5M70.5KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.80%$130M1.75MQ2 2026
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.80%$4M53.7KQ2 2026
Gilliland Jeter Wealth Management LLC$338M AUM0.80%$3M37.0KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.79%$2M26.4KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.79%$11M151.8KQ1 2026OLDER
Hedges Asset Management LLC$142M AUM0.78%$1M18.4KQ4 2025OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.78%$978,96313.5KQ1 2026OLDER
FCA CORP /TX$354M AUM0.76%$3M37.2KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.76%$2M24.1KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.75%$10M136.7KQ1 2026OLDER
Comprehensive Money Management Services LLC$152M AUM0.75%$1M15.7KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.73%$7M120.7KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.72%$142M1.95MQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.72%$4M54.4KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.71%$2M22.5KQ1 2026OLDER
Fisher Funds Management LTD$3.4B AUM0.71%$24M333.2KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.70%$886,02412.2KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.70%$8M115.9KQ1 2026OLDER
BankChampaign, National Association$101M AUM0.70%$707,55511.8KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.69%$838,25811.3KQ2 2026
Sagefield Capital LP$1.4B AUM0.69%$10M132.4KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.69%$807,08611.1KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.69%$12M166.8KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.68%$3M36.3KQ2 2026
Advisors Capital Management, LLC$8.6B AUM0.68%$58M799.4KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM0.67%$4M56.6KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.67%$31M427.2KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.66%$10M137.1KQ1 2026OLDER
Birch Capital Management, LLC$191M AUM0.66%$1M17.4KQ1 2026OLDER
Samjo Management, LLC$231M AUM0.65%$2M20.8KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.65%$290,7524.8KQ4 2025OLDER
Nicholas Investment Partners, LP$1.4B AUM0.65%$9M123.1KQ1 2026OLDER
Platform Technology Partners$519M AUM0.64%$3M45.8KQ1 2026OLDER
Gibraltar Capital Management, Inc.$581M AUM0.64%$4M51.1KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.64%$26M353.9KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.64%$838M11.51MQ1 2026OLDER
LITTLE HOUSE CAPITAL LLC$387M AUM0.64%$2M33.9KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.64%$31M424.1KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.63%$103M1.41MQ1 2026OLDER
McBroom & Associates, LLC$180M AUM0.63%$1M15.6KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM0.63%$1M17.3KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.63%$15M202.2KQ1 2026OLDER
Jackson Wealth Management, LLC$972M AUM0.63%$6M83.9KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.62%$2M25.7KQ4 2025OLDER
Militia Capital Management LLC$454M AUM0.62%$3M38.4KQ2 2026
Lummis Asset Management, LP$167M AUM0.61%$1M14.0KQ1 2026OLDER
Heritage Family Offices, LLP$225M AUM0.61%$1M18.9KQ1 2026OLDER
Lavaca Capital LLC$564M AUM0.61%$3M47.3KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.60%$747,52310.3KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.59%$26M404.4KQ3 2025OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.59%$2M31.9KQ4 2025OLDER
WESTCO ADVISORY SERVICES INC /ADV$163M AUM0.58%$949,22515.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.58%$100M1.37MQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.58%$2M31.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.58%$82M1.13MQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.58%$2M27.2KQ1 2026OLDER
Signet Private Wealth LLC$105M AUM0.58%$603,7108.3KQ1 2026OLDER
Presima Securities ULC$178M AUM0.58%$1M14.1KQ1 2026OLDER
PROMETHIUM ADVISORS,LLC$193M AUM0.57%$1M15.3KQ1 2026OLDER
Ayrshire Capital Management LLC$193M AUM0.57%$1M15.2KQ1 2026OLDER
Mosley Wealth Management$221M AUM0.57%$1M19.9KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM0.56%$565,7197.8KQ1 2026OLDER
Code Waechter LLC$168M AUM0.56%$938,83612.9KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.55%$2M29.7KQ1 2026OLDER
PUREfi Wealth, LLC$153M AUM0.55%$842,86511.6KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM0.55%$991,62813.6KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.55%$1M19.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.54%$7M99.4KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.54%$336M4.62MQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.54%$2M30.4KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.53%$16M220.0KQ1 2026OLDER
Balefire, LLC$613M AUM0.53%$3M43.6KQ2 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.53%$5M75.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.53%$5M74.6KQ1 2026OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.52%$2M20.3KQ2 2026
Dockside LLC$397M AUM0.52%$2M28.4KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.52%$5M69.5KQ1 2026OLDER
First County Bank /CT/$213M AUM0.52%$1M14.8KQ2 2026
Qsemble Capital Management, LP$1.3B AUM0.51%$6M102.6KQ4 2025OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.51%$7M92.6KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.51%$378M5.19MQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.50%$516,7387.1KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.50%$2M21.8KQ1 2026OLDER
First Bank & Trust$680M AUM0.50%$3M45.9KQ2 2026
Great Diamond Partners, LLC$520M AUM0.50%$3M35.7KQ1 2026OLDER
Merrion Investment Management Co, LLC$186M AUM0.50%$924,30012.7KQ1 2026OLDER
MITCHELL CAPITAL MANAGEMENT CO$545M AUM0.49%$3M45.9KQ4 2025OLDER
Nitor Capital Management LLC$130M AUM0.49%$639,3728.8KQ1 2026OLDER
Addis & Hill, Inc$181M AUM0.49%$890,44512.0KQ2 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.49%$69M946.6KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.49%$1M16.5KQ1 2026OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.49%$7M102.0KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.49%$2M28.8KQ1 2026OLDER
Linscomb Wealth, Inc.$2.2B AUM0.48%$11M149.4KQ1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM0.48%$507,2777.0KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.48%$3M42.8KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.47%$7M96.3KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.47%$121M1.66MQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.46%$4M50.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.46%$67M921.0KQ1 2026OLDER
CNB Bank$238M AUM0.46%$1M14.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.46%$1.4B18.97MQ1 2026OLDER
Veracity Capital LLC$280M AUM0.45%$1M17.3KQ1 2026OLDER
AGH Wealth Advisors, LLC$136M AUM0.44%$602,7668.3KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.44%$20M279.3KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.44%$6M83.7KQ1 2026OLDER
Buckley Wealth Management, LLC$392M AUM0.44%$2M23.5KQ1 2026OLDER
KEYSTONE INVESTORS PTE LTD$1.1B AUM0.43%$5M79.1KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.42%$312M4.29MQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.42%$2M24.0KQ1 2026OLDER
RAHLFS CAPITAL, LLC$136M AUM0.42%$565,8657.8KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.41%$3M37.6KQ1 2026OLDER
Pinion Investment Advisors, LLC$428M AUM0.41%$2M24.3KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.41%$5M66.1KQ1 2026OLDER
BOKF, NA$6.5B AUM0.41%$27M366.8KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.41%$599,7808.2KQ1 2026OLDER
Challenger Wealth Management$125M AUM0.40%$501,7506.9KQ1 2026OLDER
Caldwell Investment Management Ltd.$255M AUM0.40%$1M14.0KQ1 2026OLDER
StrongBox Wealth, LLC$313M AUM0.40%$1M17.0KQ1 2026OLDER
O'Keefe Stevens Advisory, Inc.$405M AUM0.40%$2M22.0KQ1 2026OLDER
Granite Group Advisors, LLC$165M AUM0.39%$652,2928.8KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.39%$26M363.1KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.39%$2M30.9KQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.39%$792,35610.9KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.39%$4M56.1KQ1 2026OLDER
CULTIVAR CAPITAL, INC.$155M AUM0.39%$602,9728.1KQ2 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.38%$27M444.6KQ4 2025OLDER
Sone Capital Management, LLC$1.2B AUM0.38%$5M62.9KQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.38%$852,18111.7KQ1 2026OLDER
DEFINED WEALTH MANAGEMENT, LLC$171M AUM0.38%$653,1289.0KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.38%$85M1.17MQ1 2026OLDER
Pacific Excel Wealth Advisors, Inc.$258M AUM0.38%$978,16613.2KQ2 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.38%$315M4.33MQ1 2026OLDER
VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM0.38%$478,0926.6KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.38%$700,2169.6KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.37%$2M20.8KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.37%$33M450.2KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.37%$715,4059.8KQ1 2026OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.37%$3M40.4KQ2 2026
Moran Wealth Management, LLC$3.3B AUM0.37%$12M166.5KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.37%$771,83210.6KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.37%$3M34.4KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.37%$35M479.1KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.36%$3M34.4KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.36%$9M129.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.36%$75M1.24MQ4 2025OLDER
Sandro Wealth Management LLC$125M AUM0.36%$447,1176.1KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.36%$2M25.8KQ2 2026
COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM0.35%$502,3646.9KQ1 2026OLDER
Fairvoy Private Wealth, LLC$419M AUM0.35%$1M20.3KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.35%$28M390.0KQ1 2026OLDER
TrueWealth Advisors, LLC$444M AUM0.35%$2M20.6KQ2 2026
BXM Wealth LLC$130M AUM0.34%$447,3066.1KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.34%$883,61714.7KQ4 2025OLDER
EVERPAR ADVISORS LLC$352M AUM0.33%$1M15.8KQ2 2026
GENTRY PRIVATE WEALTH, LLC$166M AUM0.33%$547,5977.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.33%$4M69.4KQ3 2025OLDER
Aventail Capital Group, LP$2.1B AUM0.33%$7M94.0KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.33%$18M241.3KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.32%$3M39.4KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.32%$2M25.3KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.32%$2M33.2KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.32%$1M18.3KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.32%$10M131.8KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.32%$7M95.2KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.32%$2M30.8KQ2 2026
Bridgefront Capital, LLC$402M AUM0.32%$1M17.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.32%$1M18.0KQ1 2026OLDER
MARINO, STRAM & ASSOCIATES LLC$557M AUM0.32%$2M24.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.31%$283M3.89MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.31%$75M1.04MQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.31%$39M534.3KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.31%$4M50.0KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.31%$25M348.5KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.31%$1.7B23.08MQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.31%$296M4.07MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.31%$52M715.4KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.31%$4M52.1KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.31%$107M1.46MQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.31%$12M171.5KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.31%$9M118.3KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.30%$749,34310.3KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.30%$486,2426.7KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.30%$491,9206.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.30%$2M32.4KQ1 2026OLDER
Generali Investments, Management Co LLC$430M AUM0.30%$1M17.7KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.30%$4M48.4KQ1 2026OLDER
Western Financial Corp/CA$255M AUM0.30%$760,93710.5KQ1 2026OLDER
First National Bank of Hutchinson$157M AUM0.29%$502,4598.4KQ4 2025OLDER
R Squared Ltd$182M AUM0.29%$534,2057.3KQ1 2026OLDER
Adelphi Trust Co$151M AUM0.29%$441,7285.9KQ2 2026
Alteri Wealth LLC$309M AUM0.29%$903,91712.4KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.29%$58M795.6KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.29%$3M34.7KQ1 2026OLDER
New Hampshire Trust$496M AUM0.29%$1M19.5KQ1 2026OLDER
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM0.29%$384,4975.3KQ1 2026OLDER
Adams Asset Advisors, LLC$891M AUM0.28%$3M34.9KQ1 2026OLDER
VEGA INVESTMENT SOLUTIONS$418M AUM0.28%$1M16.4KQ1 2026OLDER
Birchcreek Wealth Management, LLC$208M AUM0.28%$588,7908.1KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.28%$19M264.6KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.28%$3M43.7KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.28%$20M269.1KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.28%$2M29.3KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.28%$2M29.3KQ1 2026OLDER
Sylvest Advisors, LLC$188M AUM0.28%$516,8098.2KQ3 2025OLDER
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM0.28%$2M28.2KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.28%$2M39.4KQ3 2025OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.28%$23M322.5KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.28%$5M67.1KQ1 2026OLDER
Clearwave Capital, LLC$146M AUM0.27%$399,9265.5KQ1 2026OLDER
Legacy Advisors, LLC$848M AUM0.27%$2M31.7KQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.27%$817,31911.2KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.27%$656,7159.0KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.27%$725,34710.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.27%$8M115.3KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.27%$16M214.9KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.27%$2M28.9KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.27%$49M669.5KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.27%$646,1408.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.27%$1M14.2KQ1 2026OLDER
Ariston Services Group$167M AUM0.26%$442,3570Q1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.26%$16M213.2KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.26%$299,8544.1KQ1 2026OLDER
Capital Squared Financial LLC$131M AUM0.26%$338,2094.6KQ1 2026OLDER
Castle Hook Partners LP$23.4B AUM0.26%$62M1.03MQ4 2025OLDER
Cohen Investment Advisors LLC$210M AUM0.26%$542,9397.5KQ1 2026OLDER
S Harris Financial Group, LLC$110M AUM0.26%$282,5923.9KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.26%$831,71411.2KQ2 2026
Del-Sette Capital Management, LLC$167M AUM0.26%$428,6745.9KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.26%$29M400.9KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.25%$1M19.0KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.25%$11M145.3KQ1 2026OLDER
NorthStar Asset Management LLC /NJ/$207M AUM0.25%$522,6317.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.25%$275M3.77MQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.25%$23M309.3KQ1 2026OLDER
WEST PACES ADVISORS INC.$516M AUM0.25%$1M17.9KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.25%$2M25.4KQ1 2026OLDER
Colter Lewis Investment Partners LLC$106M AUM0.25%$267,4673.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.25%$86M1.18MQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.25%$4M60.1KQ3 2025OLDER
&PARTNERS$20.2B AUM0.25%$50M691.8KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.25%$88M1.21MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.24%$61M836.4KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.24%$7M98.7KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.24%$546,7247.5KQ2 2026
PRUDENTIAL PLC$17.1B AUM0.24%$41M569.6KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.24%$2M24.6KQ1 2026OLDER
Mills Wealth Advisors LLC$318M AUM0.24%$769,49310.4KQ2 2026
Corient IA LLC$106M AUM0.24%$257,6413.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.24%$470M6.46MQ1 2026OLDER
GRANVILLE CAPITAL, INC.$191M AUM0.24%$461,1626.3KQ1 2026OLDER
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM0.24%$273,4193.8KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.24%$4M48.6KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.24%$36M594.4KQ4 2025OLDER
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM0.24%$459,6066.3KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.24%$4M57.1KQ1 2026OLDER
Pinnacle Family Advisors, LLC$213M AUM0.24%$505,2086.9KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.24%$16M218.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.24%$3.2B44.46MQ1 2026OLDER
Lee Financial Co$709M AUM0.24%$2M23.0KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.24%$3M41.2KQ1 2026OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.24%$347,7925.5KQ3 2025OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.23%$393,0125.4KQ1 2026OLDER
Amundi$367.1B AUM0.23%$852M11.71MQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.23%$294,8484.7KQ3 2025OLDER
AlphaCentric Advisors LLC$100M AUM0.23%$232,2053.9KQ4 2025OLDER
Tower Wealth Partners, Inc.$181M AUM0.23%$418,5585.8KQ1 2026OLDER
ARROW FINANCIAL CORP$994M AUM0.23%$2M31.4KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.23%$679,3919.3KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.23%$475,1086.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.23%$176M2.42MQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.22%$1M17.6KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.22%$828,09211.4KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.22%$19M267.9KQ1 2026OLDER
RATIONAL ADVISORS, INC.$980M AUM0.22%$2M32.5KQ1 2026OLDER
ETF Store, Inc.$103M AUM0.22%$225,3293.1KQ1 2026OLDER
FWG Holdings, LLC$265M AUM0.22%$579,9188.0KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.22%$405,1995.6KQ1 2026OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM0.22%$4M55.4KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.22%$621,1058.5KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.22%$3M38.6KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.22%$5M65.2KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.22%$93M1.28MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.21%$333M4.58MQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.21%$232M3.19MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.21%$19M257.5KQ1 2026OLDER
BayBridge Capital Group, LLC$161M AUM0.21%$342,8085.7KQ1 2026OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.21%$472,2376.5KQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.21%$258,3743.5KQ1 2026OLDER
Sage Capital Management, LLC$213M AUM0.21%$448,7816.2KQ1 2026OLDER
Moloney Securities Asset Management, LLC$840M AUM0.21%$2M27.7KQ3 2025OLDER
Wealth Management Associates, Inc.$290M AUM0.21%$603,4198.3KQ1 2026OLDER
TABLEAUX LLC$206M AUM0.21%$428,5295.9KQ1 2026OLDER
NATIXIS$28.0B AUM0.21%$58M971.5KQ4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.21%$9M122.6KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.21%$1M13.8KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.21%$2M31.0KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.20%$12M162.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.20%$663M9.11MQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.20%$1M18.6KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.20%$126M1.74MQ1 2026OLDER
Claris Financial LLC$183M AUM0.20%$370,3775.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.20%$121M1.66MQ1 2026OLDER
Heartland Bank & Trust Co$442M AUM0.20%$894,75712.3KQ1 2026OLDER
Alpha Family Trust$206M AUM0.20%$415,9385.7KQ1 2026OLDER
Hilltop National Bank$468M AUM0.20%$944,48912.7KQ2 2026
Invesco Ltd.$653.3B AUM0.20%$1.3B18.08MQ1 2026OLDER
BEAM WEALTH ADVISORS, INC.$402M AUM0.20%$733,60812.2KQ4 2025OLDER
Resolution Capital Ltd$4.8B AUM0.20%$10M130.8KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.20%$24M329.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.20%$148M2.04MQ1 2026OLDER
Advisor Resource Council$309M AUM0.20%$615,7928.5KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.20%$261,7903.6KQ1 2026OLDER
Northstar Advisory Group, LLC$269M AUM0.20%$534,4247.3KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.20%$1M17.1KQ1 2026OLDER
Clear Trail Advisors, LLC$601M AUM0.20%$1M16.3KQ1 2026OLDER
BAYBAN$115M AUM0.20%$226,7103.1KQ1 2026OLDER
Disciplined Investments, LLC$279M AUM0.20%$548,8697.5KQ1 2026OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.20%$393,7405.4KQ1 2026OLDER
Bedell Frazier Investment Counselling, LLC$495M AUM0.20%$966,95613.3KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.19%$543,8077.5KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.19%$25M340.8KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.19%$10M142.7KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.19%$379,1845.2KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.19%$1M20.4KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.19%$11M153.7KQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.19%$3M47.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.19%$1M22.4KQ4 2025OLDER
Genesis Financial Group, LLC$158M AUM0.19%$303,4934.2KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.19%$74M1.01MQ1 2026OLDER
Scissortail Wealth Management, LLC$498M AUM0.19%$952,25413.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.19%$83M1.14MQ1 2026OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.19%$598,6168.2KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.19%$747,77710.3KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.19%$815,40513.6KQ4 2025OLDER
Huntleigh Advisors, Inc.$585M AUM0.19%$1M15.1KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.19%$2M26.8KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.19%$852,98111.7KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.19%$9M122.3KQ1 2026OLDER
Ninepoint Partners LP$904M AUM0.18%$2M27.8KQ4 2025OLDER
Olistico Wealth, LLC$203M AUM0.18%$372,4685.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.18%$5.3B72.99MQ1 2026OLDER

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