WMTWALMART INC
CUSIP 931142103 · Yahoo Finance ↗ · Google Finance ↗
Walmart Inc (WMT) has 4,396 institutional holders in Filings Flow’s 13F database, together reporting 2791.98M shares worth $336.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
4,396
Q1 2026
Reported Value
$336.1B
Ticker
WMT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Narus Financial Partners, LLC$382M AUM | 43.90% | $168M | 1.35M | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 42.99% | $135M | 1.09M | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 40.04% | $274M | 2.20M | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 26.13% | $124M | 1.00M | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 21.24% | $100M | 801.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 12.58% | $61M | 491.1K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 12.14% | $35M | 281.0K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 10.89% | $14M | 116.3K | Q1 2026OLDER |
| TLW Wealth Management, LLC$171M AUM | 10.87% | $19M | 149.3K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 9.24% | $64M | 518.0K | Q1 2026OLDER |
| Stack Financial Management, Inc$1.4B AUM | 9.21% | $125M | 1.01M | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 9.04% | $37M | 296.1K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 8.79% | $16M | 130.8K | Q1 2026OLDER |
| Delta Accumulation, LLC$1.2B AUM | 8.47% | $230M | 26.4K | Q4 2025OLDER |
| CYPRESS FUNDS LLC$398M AUM | 7.88% | $31M | 252.1K | Q2 2026 |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 7.04% | $12M | 95.0K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 6.99% | $7M | 57.7K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 6.58% | $12M | 100.2K | Q1 2026OLDER |
| Darwins River Capital, LP$187M AUM | 6.53% | $12M | 98.1K | Q1 2026OLDER |
| Westchester Capital Management, Inc.$497M AUM | 6.29% | $31M | 251.4K | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 6.23% | $13M | 103.5K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 6.17% | $8M | 62.9K | Q1 2026OLDER |
| OAKMONT Corp$526M AUM | 6.08% | $32M | 257.6K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 5.85% | $17M | 139.9K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 5.71% | $9M | 74.7K | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 5.69% | $70M | 559.5K | Q1 2026OLDER |
| SeaTown Holdings Pte. Ltd.$153M AUM | 5.63% | $9M | 69.2K | Q1 2026OLDER |
| Pavion Blue Capital, LLC$230M AUM | 5.55% | $13M | 102.8K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 5.48% | $8M | 67.3K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 5.47% | $60M | 482.6K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 5.46% | $6M | 48.1K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 5.41% | $11M | 86.1K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 5.28% | $23M | 186.2K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 5.27% | $14M | 110.0K | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 5.22% | $81M | 652.0K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 5.22% | $14M | 112.3K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 5.12% | $19M | 152.4K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 5.05% | $9M | 68.6K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 4.97% | $17M | 140.2K | Q1 2026OLDER |
| Diversified Investment Strategies, LLC$157M AUM | 4.95% | $8M | 62.3K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 4.87% | $90M | 721.5K | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 4.84% | $11M | 90.1K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 4.77% | $8M | 68.3K | Q1 2026OLDER |
| SRB CORP$1.6B AUM | 4.74% | $77M | 620.6K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 4.70% | $7M | 59.4K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 4.69% | $6M | 47.1K | Q1 2026OLDER |
| TOMS Capital Investment Management LP$3.8B AUM | 4.68% | $223M | 2.00M | Q4 2025OLDER |
| Constitution Capital LLC$195M AUM | 4.66% | $9M | 80.1K | Q2 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 4.53% | $195M | 1.90M | Q3 2025OLDER |
| RD Lewis Holdings, Inc.$115M AUM | 4.48% | $5M | 40.1K | Q1 2026OLDER |
| Sitrin Capital Management LLC$200M AUM | 4.46% | $9M | 71.4K | Q1 2026OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 4.44% | $11M | 89.7K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 4.43% | $63M | 507.2K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 4.30% | $35M | 282.1K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 4.29% | $6M | 47.0K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 4.29% | $5M | 39.3K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 4.25% | $12M | 96.1K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 4.23% | $7M | 59.4K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 4.23% | $14M | 114.9K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 4.19% | $9M | 73.9K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 4.17% | $7M | 56.1K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 4.14% | $22M | 177.5K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 4.12% | $43M | 345.9K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 4.02% | $6M | 44.4K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 4.01% | $6M | 50.5K | Q1 2026OLDER |
| JOHO CAPITAL LLC$373M AUM | 3.99% | $15M | 119.8K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 3.99% | $73M | 590.6K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 3.97% | $24M | 208.3K | Q2 2026 |
| ROWLANDMILLER & PARTNERS.ADV$493M AUM | 3.97% | $20M | 157.5K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 3.95% | $52M | 419.1K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 3.94% | $5M | 39.2K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 3.93% | $12M | 99.5K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 3.89% | $7M | 54.7K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 3.89% | $13M | 107.5K | Q1 2026OLDER |
| DELPHI FINANCIAL GROUP, INC.$222M AUM | 3.88% | $9M | 69.3K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 3.88% | $18M | 146.8K | Q1 2026OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 3.87% | $6M | 73.8K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 3.86% | $71M | 574.1K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 3.82% | $32M | 278.9K | Q2 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 3.82% | $4.8B | 38.99M | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 3.82% | $12M | 90.0K | Q1 2026OLDER |
| MOKAN Wealth Management Inc.$226M AUM | 3.81% | $9M | 69.2K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 3.77% | $7M | 59.4K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 3.76% | $69M | 556.9K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 3.75% | $24M | 195.0K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 3.69% | $61M | 492.2K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 3.65% | $152M | 1.22M | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 3.64% | $20M | 162.6K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 3.62% | $8M | 67.1K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 3.61% | $20M | 159.3K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 3.60% | $38M | 303.6K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 3.60% | $13M | 102.2K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 3.59% | $15M | 117.8K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 3.59% | $33M | 269.5K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 3.59% | $6M | 48.3K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 3.58% | $7M | 60.2K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 3.53% | $641M | 5.15M | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 3.50% | $6M | 51.1K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 3.49% | $9M | 75.0K | Q1 2026OLDER |
| GUARDIAN INVESTMENT MANAGEMENT$127M AUM | 3.49% | $4M | 35.6K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 3.49% | $7M | 58.3K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 3.47% | $32M | 307.2K | Q3 2025OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 3.47% | $8M | 67.1K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 3.46% | $34M | 270.9K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 3.43% | $18M | 148.3K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 3.43% | $29M | 235.3K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 3.42% | $6M | 50.2K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 3.42% | $7M | 60.0K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 3.40% | $5M | 43.8K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 3.40% | $30M | 239.7K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 3.38% | $12M | 98.4K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 3.36% | $15M | 121.8K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 3.35% | $21M | 168.3K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 3.35% | $17M | 140.6K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 3.35% | $24M | 192.6K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 3.34% | $5M | 42.1K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 3.34% | $7M | 53.4K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 3.31% | $6M | 49.9K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 3.30% | $5M | 39.5K | Q1 2026OLDER |
| GATES FOUNDATION TRUST$31.7B AUM | 3.29% | $1.0B | 8.39M | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 3.27% | $10M | 79.7K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 3.25% | $10M | 80.7K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 3.25% | $6M | 48.1K | Q1 2026OLDER |
| Savoir Faire Capital Management, L.P.$166M AUM | 3.22% | $5M | 42.9K | Q1 2026OLDER |
| PARTHENON LLC$875M AUM | 3.22% | $28M | 226.4K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 3.19% | $6M | 44.3K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 3.17% | $5M | 43.1K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 3.16% | $185M | 1.66M | Q4 2025OLDER |
| Accuvest Global Advisors$107M AUM | 3.14% | $3M | 27.1K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 3.14% | $33M | 264.5K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 3.14% | $20M | 158.5K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 3.09% | $3M | 26.2K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 3.08% | $5M | 41.3K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 3.07% | $39M | 311.3K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 3.06% | $6M | 49.2K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 3.02% | $8M | 64.0K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 3.01% | $20M | 164.1K | Q1 2026OLDER |
| DNCA FINANCE$1.7B AUM | 3.00% | $52M | 421.8K | Q1 2026OLDER |
| HUTNER CAPITAL MANAGEMENT INC$243M AUM | 2.96% | $7M | 58.0K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 2.94% | $3M | 24.5K | Q1 2026OLDER |
| Timelo Investment Management Inc.$127M AUM | 2.94% | $4M | 30.0K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 2.94% | $7M | 55.3K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 2.94% | $6M | 51.0K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 2.92% | $103M | 1.00M | Q3 2025OLDER |
| MRP Capital Investments, LLC$115M AUM | 2.91% | $3M | 26.9K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 2.91% | $5M | 37.9K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 2.91% | $10M | 83.1K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 2.89% | $6M | 47.0K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 2.88% | $93M | 745.9K | Q1 2026OLDER |
| BAYBAN$115M AUM | 2.87% | $3M | 26.5K | Q1 2026OLDER |
| DoubleLine ETF Adviser LP$263M AUM | 2.85% | $10M | 85.3K | Q4 2025OLDER |
| Finivi Inc.$195M AUM | 2.84% | $6M | 48.9K | Q2 2026 |
| Robbins Farley$226M AUM | 2.84% | $6M | 51.6K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 2.84% | $106M | 850.8K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 2.83% | $5M | 40.3K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 2.81% | $76M | 609.3K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.79% | $27M | 217.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 2.78% | $22M | 178.9K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 2.76% | $3M | 27.7K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 2.75% | $4M | 28.6K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 2.75% | $10M | 78.0K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 2.73% | $7M | 58.9K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 2.72% | $13M | 110.7K | Q2 2026 |
| AMJ Financial Wealth Management$424M AUM | 2.72% | $12M | 92.6K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 2.71% | $3M | 23.2K | Q2 2026 |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 2.71% | $39M | 311.5K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 2.70% | $7M | 54.9K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 2.69% | $51M | 409.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 2.67% | $8M | 61.1K | Q1 2026OLDER |
| WS MANAGEMENT LLLP$1.1B AUM | 2.67% | $30M | 243.1K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 2.66% | $8M | 67.2K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 2.65% | $4M | 31.6K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 2.65% | $11M | 84.8K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 2.63% | $16M | 129.4K | Q1 2026OLDER |
| Longbow Finance SA$552M AUM | 2.63% | $15M | 117.0K | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 2.63% | $22M | 176.7K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 2.60% | $5M | 43.4K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 2.56% | $15M | 123.8K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 2.56% | $17M | 137.6K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 2.54% | $9M | 76.3K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 2.53% | $8M | 63.5K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 2.52% | $18M | 147.8K | Q1 2026OLDER |
| TRUSTCO BANK CORP N Y$113M AUM | 2.51% | $3M | 22.8K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 2.51% | $5M | 36.7K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 2.50% | $23M | 183.2K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 2.50% | $4M | 29.3K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 2.50% | $10M | 80.8K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 2.50% | $9M | 78.0K | Q2 2026 |
| JCIC Asset Management Inc.$326M AUM | 2.50% | $8M | 65.6K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 2.49% | $43M | 344.9K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 2.49% | $26M | 211.0K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 2.49% | $19M | 155.0K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 2.48% | $11M | 89.8K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 2.46% | $4M | 33.9K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 2.44% | $6M | 45.1K | Q1 2026OLDER |
| AUXIER ASSET MANAGEMENT LLC$696M AUM | 2.44% | $17M | 136.7K | Q1 2026OLDER |
| Core Alternative Capital$339M AUM | 2.44% | $8M | 66.4K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 2.43% | $3M | 21.4K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 2.43% | $145M | 1.17M | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 2.43% | $13M | 106.4K | Q1 2026OLDER |
| Baker Chad R$530M AUM | 2.41% | $13M | 102.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 2.40% | $192M | 1.54M | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 2.39% | $30M | 241.8K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 2.39% | $3M | 25.7K | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 2.38% | $37M | 300.0K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 2.38% | $25M | 200.3K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 2.37% | $31M | 253.1K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 2.37% | $10M | 80.1K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 2.37% | $3M | 25.1K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 2.36% | $5M | 39.5K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 2.36% | $40M | 361.6K | Q4 2025OLDER |
| Integras Partners LLC$152M AUM | 2.35% | $4M | 28.8K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 2.33% | $8M | 66.6K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 2.32% | $6M | 48.5K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 2.30% | $69M | 557.4K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 2.29% | $3M | 24.9K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 2.28% | $7M | 55.0K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 2.28% | $8M | 64.8K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 2.28% | $4M | 30.5K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 2.27% | $4M | 32.6K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 2.27% | $3M | 27.3K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 2.27% | $5M | 36.4K | Q1 2026OLDER |
| Covea Finance$2.9B AUM | 2.27% | $65M | 521.9K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 2.27% | $38M | 370.8K | Q3 2025OLDER |
| GDS Wealth Management$1.7B AUM | 2.26% | $38M | 303.1K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.26% | $4M | 34.0K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 2.26% | $27M | 219.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 2.25% | $8M | 72.5K | Q4 2025OLDER |
| Strong Retirement Solutions LLC$143M AUM | 2.23% | $3M | 25.6K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 2.22% | $5M | 46.8K | Q2 2026 |
| Insight Inv LLC$183M AUM | 2.22% | $4M | 32.6K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 2.21% | $31M | 303.4K | Q3 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 2.21% | $75M | 605.0K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 2.20% | $3M | 26.4K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 2.19% | $18M | 148.2K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 2.18% | $3M | 17.6K | Q4 2025OLDER |
| Kennebec Savings Bank$111M AUM | 2.18% | $2M | 19.5K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 2.17% | $7M | 58.0K | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 2.16% | $148M | 1.19M | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 2.15% | $10M | 79.7K | Q1 2026OLDER |
| ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM | 2.14% | $100M | 801.7K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 2.14% | $19M | 153.2K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 2.13% | $9M | 75.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 2.13% | $19M | 150.4K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 2.12% | $97M | 779.7K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 2.11% | $3M | 22.6K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 2.10% | $3M | 20.6K | Q4 2025OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 2.10% | $3M | 26.1K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 2.10% | $8M | 65.4K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 2.10% | $4M | 30.7K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 2.09% | $140M | 1.13M | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 2.09% | $5M | 44.6K | Q4 2025OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 2.09% | $8M | 71.9K | Q2 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 2.08% | $260M | 2.09M | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 2.08% | $411M | 3.31M | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 2.07% | $156M | 1.25M | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 2.07% | $5M | 39.6K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 2.06% | $6M | 57.5K | Q1 2026OLDER |
| EADS & HEALD WEALTH MANAGEMENT$201M AUM | 2.06% | $4M | 33.3K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 2.05% | $3M | 24.1K | Q1 2026OLDER |
| Hixon Zuercher, LLC$321M AUM | 2.05% | $7M | 53.1K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 2.05% | $3M | 20.6K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 2.05% | $48M | 384.2K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 2.04% | $20M | 158.1K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 2.04% | $4M | 33.2K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 2.04% | $6M | 46.9K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 2.04% | $8M | 63.5K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 2.04% | $19M | 150.7K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 2.03% | $9M | 73.0K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 2.03% | $6M | 53.2K | Q2 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 2.02% | $3M | 22.9K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 2.02% | $2M | 18.1K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 2.02% | $21M | 171.7K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 2.01% | $4M | 29.2K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 2.01% | $11M | 92.3K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 2.01% | $6M | 44.4K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 2.01% | $48M | 390.0K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 2.00% | $3M | 28.3K | Q2 2026 |
| Financial & Tax Architects, LLC$448M AUM | 1.99% | $9M | 71.9K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 1.99% | $18M | 141.6K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 1.98% | $10M | 79.5K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 1.98% | $11M | 90.3K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 1.98% | $5M | 36.6K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 1.97% | $29M | 234.8K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 1.96% | $17M | 140.5K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 1.96% | $23M | 186.2K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 1.96% | $3M | 22.3K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 1.96% | $5M | 38.5K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 1.95% | $6M | 51.9K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 1.94% | $2M | 21.7K | Q2 2026 |
| LCM Capital Management Inc$199M AUM | 1.94% | $4M | 31.2K | Q1 2026OLDER |
| Meiji Yasuda America Inc$404M AUM | 1.93% | $8M | 62.8K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 1.93% | $5M | 39.8K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 1.93% | $4M | 29.6K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 1.93% | $3M | 27.1K | Q1 2026OLDER |
| Legacy CG, LLC$360M AUM | 1.93% | $7M | 55.8K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 1.93% | $18M | 143.1K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 1.92% | $2M | 19.7K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 1.92% | $9M | 70.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 1.92% | $22M | 180.9K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 1.92% | $5M | 36.8K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 1.92% | $2M | 18.8K | Q1 2026OLDER |
| Pettee Investors, Inc.$194M AUM | 1.91% | $4M | 28.1K | Q1 2026OLDER |
| Fairfield Financial Advisors, LTD$290M AUM | 1.90% | $6M | 44.4K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 1.90% | $13M | 119.9K | Q2 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 1.90% | $21M | 166.2K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 1.90% | $44M | 355.0K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 1.89% | $14M | 112.1K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 1.88% | $55M | 445.1K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 1.87% | $6M | 44.7K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 1.87% | $9M | 82.3K | Q2 2026 |
| LuminArx Capital Management LP$136M AUM | 1.86% | $2M | 67.5K | Q4 2025OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.86% | $27M | 214.0K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 1.85% | $6M | 50.2K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 1.85% | $47M | 381.5K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 1.85% | $31M | 253.2K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 1.84% | $3M | 29.5K | Q4 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 1.84% | $411M | 3.30M | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 1.84% | $18M | 147.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.83% | $4M | 34.8K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 1.83% | $5M | 38.6K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 1.83% | $10M | 84.0K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 1.82% | $4M | 36.0K | Q2 2026 |
| Davis Capital Management$148M AUM | 1.82% | $3M | 21.5K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.81% | $16M | 125.6K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.81% | $6M | 51.5K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 1.81% | $3M | 20.3K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.81% | $3M | 27.4K | Q2 2026 |
| Decker Wealth Management LLC$456M AUM | 1.81% | $8M | 74.0K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 1.80% | $14M | 124.3K | Q4 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.80% | $4M | 30.1K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 1.79% | $27M | 215.5K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.79% | $2M | 18.6K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.79% | $9M | 69.1K | Q1 2026OLDER |
| SWP Investment Management LLC$145M AUM | 1.79% | $3M | 22.9K | Q2 2026 |
| Tyche Wealth Partners LLC$648M AUM | 1.79% | $12M | 93.3K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.78% | $16M | 130.4K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 1.77% | $6M | 46.1K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 1.77% | $4M | 36.0K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 1.77% | $8M | 62.1K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 1.77% | $4M | 34.3K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 1.76% | $585M | 4.71M | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.76% | $5M | 61.5K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.76% | $6M | 52.0K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.76% | $2M | 15.6K | Q1 2026OLDER |
| Benchstone Capital Management LP$860M AUM | 1.76% | $15M | 121.7K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.76% | $2M | 19.6K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.76% | $34M | 305.5K | Q4 2025OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 1.76% | $11M | 86.2K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 1.76% | $28M | 224.0K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 1.75% | $6M | 61.2K | Q3 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.74% | $269M | 2.16M | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 1.74% | $3M | 27.7K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 1.74% | $3M | 22.5K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.74% | $5M | 38.7K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 1.74% | $4M | 35.7K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 1.74% | $5M | 42.1K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.74% | $32M | 258.3K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 1.74% | $2M | 14.1K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 1.73% | $15M | 123.5K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 1.73% | $4M | 35.5K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 1.73% | $3M | 24.1K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.73% | $14M | 112.8K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 1.73% | $8M | 67.8K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 1.73% | $4M | 35.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 1.73% | $5.1B | 40.98M | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 1.73% | $3M | 21.7K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 1.72% | $109M | 880.3K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 1.72% | $43M | 348.9K | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 1.72% | $7M | 59.9K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 1.71% | $9M | 69.2K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 1.71% | $1.9B | 15.51M | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.71% | $2M | 17.2K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 1.71% | $2.5B | 19.95M | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 1.71% | $4M | 31.1K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 1.70% | $12M | 97.9K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 1.70% | $3M | 20.3K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 1.70% | $4M | 34.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 1.70% | $5M | 36.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 1.70% | $6M | 46.8K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 1.69% | $4M | 30.6K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 1.69% | $9M | 74.0K | Q1 2026OLDER |
| Union Heritage Capital, LLC$269M AUM | 1.68% | $5M | 36.3K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.68% | $3M | 24.4K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.67% | $7M | 54.5K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.67% | $3M | 22.6K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 1.67% | $2M | 14.1K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 1.67% | $3M | 22.6K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 1.67% | $6M | 51.5K | Q1 2026OLDER |
| Alpha Family Trust$206M AUM | 1.67% | $3M | 27.6K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 1.66% | $48M | 384.4K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.66% | $21M | 171.9K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.66% | $2M | 15.8K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 1.66% | $10M | 84.0K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.66% | $4M | 30.7K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.65% | $10M | 77.3K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 1.65% | $64M | 512.4K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 1.65% | $13M | 100.9K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 1.65% | $2M | 2.26M | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 1.64% | $11M | 87.4K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.64% | $10M | 76.7K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 1.64% | $27M | 218.5K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.63% | $14M | 115.5K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 1.63% | $2M | 17.0K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.63% | $7M | 52.4K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 1.62% | $18M | 152.7K | Q4 2025OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 1.62% | $119M | 953.9K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 1.62% | $3M | 24.9K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 1.62% | $5M | 40.1K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 1.61% | $2M | 17.4K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 1.61% | $44M | 351.5K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.60% | $5M | 40.5K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 1.60% | $4M | 33.6K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.60% | $13M | 101.2K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 1.60% | $19M | 152.5K | Q1 2026OLDER |
| Hook Mill Capital Partners, LP$1.1B AUM | 1.60% | $17M | 152.5K | Q4 2025OLDER |
| Kinloch Capital, LLC$245M AUM | 1.60% | $4M | 31.5K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 1.60% | $43M | 349.7K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 1.60% | $6M | 51.2K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 1.59% | $2M | 16.8K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 1.59% | $8M | 65.1K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 1.59% | $17M | 138.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 1.58% | $10M | 77.9K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 1.58% | $3M | 22.4K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 1.58% | $2M | 17.8K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 1.58% | $51M | 413.3K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.57% | $7M | 53.0K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 1.57% | $13M | 105.2K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 1.57% | $2M | 16.2K | Q2 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 1.57% | $3M | 22.4K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.57% | $7M | 53.0K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.57% | $5M | 40.7K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.57% | $8M | 69.0K | Q2 2026 |
| Guardian Capital, LLC$105M AUM | 1.57% | $2M | 13.2K | Q1 2026OLDER |
| Aljian Capital Management, LLC$487M AUM | 1.57% | $8M | 61.3K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 1.56% | $5M | 39.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 1.55% | $102M | 896.6K | Q2 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 1.55% | $93M | 749.7K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 1.55% | $17M | 140.1K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 1.55% | $2M | 17.8K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.55% | $9M | 74.7K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 1.54% | $33M | 265.9K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 1.54% | $29M | 254.4K | Q2 2026 |
| ProShare Advisors LLC$67.5B AUM | 1.54% | $1.0B | 8.34M | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 1.53% | $14M | 114.9K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 1.53% | $2M | 15.1K | Q2 2026 |
| 111 Capital$406M AUM | 1.52% | $6M | 49.8K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 1.52% | $2M | 16.5K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 1.51% | $2M | 19.8K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 1.51% | $5M | 43.2K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.51% | $3M | 26.5K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 1.51% | $2M | 17.9K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 1.51% | $2M | 15.4K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 1.50% | $24M | 192.9K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 1.50% | $15M | 116.1K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 1.50% | $3M | 23.8K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 1.49% | $2M | 12.6K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 1.49% | $2M | 14.5K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 1.49% | $4M | 30.9K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 1.49% | $4M | 34.0K | Q2 2026 |
| Junto Capital Management LP$4.7B AUM | 1.49% | $71M | 567.5K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 1.49% | $3M | 20.5K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 1.49% | $7M | 54.4K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 1.48% | $4M | 30.1K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.48% | $4M | 31.6K | Q1 2026OLDER |
| Game Creek Capital, LP$301M AUM | 1.48% | $4M | 35.7K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 1.47% | $4M | 35.0K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 1.47% | $1M | 13.4K | Q1 2026OLDER |
| Saber Capital Managment, LLC$135M AUM | 1.47% | $2M | 15.9K | Q1 2026OLDER |
| Avanza Fonder AB$3.6B AUM | 1.47% | $53M | 426.4K | Q1 2026OLDER |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 1.46% | $17M | 140.0K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 1.46% | $32M | 286.2K | Q4 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.46% | $11M | 85.8K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 1.46% | $2M | 18.8K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 1.46% | $2M | 13.1K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 1.46% | $7M | 54.1K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 1.46% | $2M | 13.8K | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 1.46% | $2M | 18.1K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 1.45% | $8M | 72.7K | Q2 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.45% | $2M | 15.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 1.45% | $11M | 85.9K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 1.45% | $2M | 14.3K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 1.45% | $5M | 37.7K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.45% | $5M | 42.2K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 1.45% | $14M | 111.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 1.45% | $4M | 30.4K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.44% | $24M | 190.0K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 1.44% | $3M | 23.6K | Q1 2026OLDER |
| Nicholson Wealth Management Group, LLC$172M AUM | 1.44% | $2M | 19.8K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 1.44% | $52M | 418.5K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.43% | $7M | 56.0K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 1.43% | $2M | 16.8K | Q1 2026OLDER |
| CULLINAN ASSOCIATES INC$1.2B AUM | 1.43% | $18M | 142.2K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 1.43% | $4M | 31.0K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 1.43% | $2M | 17.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 1.43% | $258M | 2.08M | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 1.42% | $28M | 243.7K | Q2 2026 |
| Westmount Partners, LLC$457M AUM | 1.42% | $6M | 57.3K | Q2 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 1.42% | $8M | 60.8K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 1.42% | $9M | 69.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.