WSOWATSCO INC
CUSIP 942622200 · Yahoo Finance ↗ · Google Finance ↗
Watsco Inc (WSO) has 762 institutional holders in Filings Flow’s 13F database, together reporting 883.5K shares worth $344M as of Q2 2026. The largest reported holders are Blackrock, Inc., Capital International Investors, and Vanguard Group Inc.
Institutional Holders
762
Q2 2026
Reported Value
$13.6B
Ticker
WSO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CALEDONIA INVESTMENTS PLC$856M AUM | 9.89% | $85M | 232.9K | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 6.43% | $13M | 35.2K | Q1 2026OLDER |
| SG Capital Management LLC$1.5B AUM | 6.31% | $95M | 261.2K | Q1 2026OLDER |
| Crown Oak Advisors, LLC$199M AUM | 4.94% | $10M | 27.1K | Q1 2026OLDER |
| DUDLEY & SHANLEY, INC.$662M AUM | 4.91% | $33M | 78.0K | Q2 2026 |
| Vantage Investment Partners, LLC$1.4B AUM | 4.31% | $63M | 171.9K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 4.05% | $9M | 23.8K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 3.04% | $11M | 30.6K | Q1 2026OLDER |
| Hamlin Capital Management, LLC$4.4B AUM | 2.85% | $127M | 304.3K | Q2 2026 |
| Pembroke Management, LTD$691M AUM | 2.73% | $19M | 51.9K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 2.71% | $15M | 42.2K | Q1 2026OLDER |
| Broad Bay Capital Management, LP$1.2B AUM | 2.55% | $21M | 50.9K | Q3 2025OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 2.41% | $15M | 40.0K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 2.34% | $5M | 13.4K | Q1 2026OLDER |
| Wilkinson Global Asset Management LLC$1.3B AUM | 2.16% | $28M | 78.1K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 1.91% | $59M | 162.6K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 1.77% | $212M | 582.2K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 1.76% | $33M | 89.6K | Q1 2026OLDER |
| Running Oak Capital LLC$741M AUM | 1.71% | $13M | 34.8K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.70% | $5M | 12.4K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 1.68% | $13M | 37.0K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 1.61% | $16M | 37.2K | Q2 2026 |
| Prospect Capital Advisors, LLC$180M AUM | 1.58% | $3M | 7.8K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 1.51% | $4M | 11.7K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 1.42% | $484M | 1.33M | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 1.39% | $6M | 16.3K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 1.27% | $18M | 50.5K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.26% | $9M | 22.7K | Q3 2025OLDER |
| Applied Capital LLC/FL$212M AUM | 1.25% | $3M | 7.3K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 1.20% | $30M | 83.2K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 1.17% | $48M | 131.7K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 1.13% | $7M | 18.1K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.11% | $53M | 145.2K | Q1 2026OLDER |
| Mirabaud Asset Management Ltd$121M AUM | 1.11% | $1M | 3.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 1.08% | $198M | 545.3K | Q1 2026OLDER |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 1.05% | $5M | 11.5K | Q2 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.99% | $76M | 209.8K | Q1 2026OLDER |
| SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM | 0.98% | $7M | 18.6K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 0.97% | $2M | 5.1K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.96% | $19M | 51.6K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.95% | $33M | 91.4K | Q1 2026OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.89% | $44M | 121.9K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.88% | $7M | 18.0K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 0.85% | $1M | 4.1K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.85% | $5M | 14.3K | Q1 2026OLDER |
| Hestia Capital Management, LLC$111M AUM | 0.84% | $1M | 3.0K | Q4 2025OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.80% | $6M | 17.5K | Q1 2026OLDER |
| Ironvine Capital Partners, LLC$910M AUM | 0.76% | $7M | 18.9K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.73% | $5M | 13.0K | Q1 2026OLDER |
| Barbara Oil Co.$259M AUM | 0.70% | $2M | 5.0K | Q1 2026OLDER |
| Regents Gate Capital LLP$469M AUM | 0.69% | $2M | 6.4K | Q4 2025OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 0.66% | $29M | 81.0K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.66% | $848,358 | 2.3K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.65% | $8M | 21.5K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.63% | $2M | 6.4K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.61% | $212M | 582.7K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.60% | $45M | 125.1K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.59% | $2M | 4.3K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.57% | $6M | 16.2K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.57% | $6M | 16.2K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 0.55% | $13M | 35.4K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.53% | $5M | 13.0K | Q1 2026OLDER |
| EULAV Asset Management$3.1B AUM | 0.53% | $23M | 55.9K | Q3 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.52% | $638,815 | 1.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.51% | $52M | 141.9K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.51% | $580,159 | 1.6K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 0.50% | $650,820 | 1.8K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.48% | $650,820 | 1.8K | Q1 2026OLDER |
| BAHL & GAYNOR INC$19.8B AUM | 0.48% | $95M | 261.9K | Q1 2026OLDER |
| Cox Capital Mgt LLC$151M AUM | 0.47% | $700,296 | 1.9K | Q1 2026OLDER |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.46% | $22M | 60.1K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.46% | $6M | 17.4K | Q1 2026OLDER |
| 2Xideas AG$255M AUM | 0.46% | $1M | 3.2K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.45% | $13M | 36.3K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.44% | $82M | 226.0K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.43% | $569,973 | 1.3K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.42% | $24M | 65.7K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.42% | $414M | 1.14M | Q1 2026OLDER |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.42% | $29M | 71.9K | Q3 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.42% | $26M | 71.1K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.40% | $849,839 | 2.1K | Q4 2025OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.37% | $1M | 2.8K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.33% | $9M | 25.2K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.32% | $813,493 | 2.2K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.31% | $1M | 4.0K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 0.30% | $3M | 7.3K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.30% | $1M | 3.4K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.30% | $1.3B | 3.48M | Q1 2026OLDER |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.29% | $49M | 133.5K | Q1 2026OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.29% | $10M | 28.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.28% | $8M | 22.4K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.28% | $834,607 | 2.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.26% | $3M | 7.2K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.26% | $679,110 | 1.6K | Q2 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.26% | $405,531 | 1.1K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.25% | $398,612 | 1.2K | Q4 2025OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 0.25% | $469,847 | 1.3K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 0.25% | $3M | 8.0K | Q4 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.24% | $982,233 | 2.7K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.24% | $614,940 | 1.5K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.24% | $4M | 10.3K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.24% | $2M | 5.6K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.23% | $54M | 147.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.22% | $668,894 | 1.8K | Q3 2025OLDER |
| Tudor Financial Inc.$196M AUM | 0.22% | $434,729 | 1.2K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.22% | $7M | 20.8K | Q4 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.22% | $4M | 11.9K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.21% | $11M | 29.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.21% | $120M | 330.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.21% | $669,326 | 1.7K | Q3 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.21% | $17M | 46.0K | Q1 2026OLDER |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$134M AUM | 0.20% | $273,570 | 752 | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.20% | $2M | 6.7K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.20% | $552,233 | 1.5K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.20% | $1M | 3.4K | Q1 2026OLDER |
| CHICAGO TRUST Co NA$626M AUM | 0.18% | $1M | 3.2K | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 0.18% | $249,453 | 617 | Q3 2025OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.18% | $23M | 63.6K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.18% | $488,451 | 1.3K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.17% | $853,088 | 2.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.17% | $11M | 29.6K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.17% | $39M | 106.1K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.17% | $1M | 3.7K | Q4 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.17% | $767,692 | 1.8K | Q2 2026 |
| DF DENT & CO INC$5.2B AUM | 0.16% | $8M | 22.8K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.16% | $477,292 | 1.3K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.16% | $1M | 3.6K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.16% | $2M | 4.4K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.15% | $3M | 9.1K | Q1 2026OLDER |
| MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM | 0.15% | $5M | 14.4K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.15% | $2M | 5.8K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.15% | $490,820 | 1.2K | Q3 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.15% | $2M | 6.7K | Q4 2025OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.15% | $372,765 | 922 | Q3 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.14% | $41M | 120.5K | Q4 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.13% | $290,268 | 861 | Q4 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.13% | $3M | 8.1K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.13% | $219,939 | 544 | Q3 2025OLDER |
| Prospect Financial Services LLC$164M AUM | 0.13% | $222,365 | 550 | Q3 2025OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.13% | $345,601 | 950 | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.13% | $419,450 | 1.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.12% | $79M | 216.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.12% | $26M | 71.5K | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.12% | $212,090 | 583 | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.12% | $12M | 29.4K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.12% | $318,316 | 875 | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.12% | $683,098 | 1.9K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.12% | $377,440 | 1.0K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 0.11% | $207,406 | 513 | Q3 2025OLDER |
| Capital Research Global Investors$644.6B AUM | 0.11% | $691M | 1.90M | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.11% | $724,693 | 1.7K | Q2 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.11% | $777,965 | 2.1K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.11% | $164,794 | 408 | Q3 2025OLDER |
| Avanza Fonder AB$3.6B AUM | 0.10% | $4M | 10.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.10% | $3M | 8.4K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.10% | $495,482 | 1.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.10% | $1M | 3.7K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.10% | $3M | 9.8K | Q4 2025OLDER |
| Boit C F David$225M AUM | 0.10% | $218,274 | 600 | Q1 2026OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.10% | $6M | 14.0K | Q3 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.10% | $16M | 45.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.09% | $8M | 22.8K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.09% | $2M | 4.5K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.09% | $917,842 | 2.5K | Q1 2026OLDER |
| Hosking Partners LLP$2.8B AUM | 0.09% | $3M | 7.1K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.09% | $40M | 99.4K | Q3 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.09% | $886,852 | 2.6K | Q4 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.09% | $4M | 11.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.09% | $110M | 301.1K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.09% | $11M | 29.9K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.09% | $245,814 | 686 | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.09% | $7M | 20.2K | Q1 2026OLDER |
| Whetstone Capital Advisors, LLC$288M AUM | 0.08% | $243,012 | 668 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.08% | $308,494 | 848 | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.08% | $265,930 | 731 | Q1 2026OLDER |
| Delta Global Management LP$1.2B AUM | 0.08% | $998,604 | 2.7K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.08% | $4M | 10.8K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.08% | $27M | 66.4K | Q3 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.08% | $813,778 | 2.2K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.08% | $283,376 | 680 | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.08% | $103,501 | 256 | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.08% | $513,671 | 1.4K | Q1 2026OLDER |
| DC Investments Management, LLC$261M AUM | 0.08% | $206,269 | 567 | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 0.08% | $503,485 | 1.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.07% | $487M | 1.34M | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.07% | $52M | 143.2K | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 0.07% | $450,736 | 1.2K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.07% | $240,863 | 662 | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.07% | $362,657 | 897 | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.07% | $2M | 6.4K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.07% | $927,665 | 2.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.07% | $412,538 | 1.1K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.07% | $23M | 63.6K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.07% | $6M | 16.9K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.07% | $5M | 13.5K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.07% | $44M | 122.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.07% | $951,150 | 2.6K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.07% | $20M | 55.0K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.07% | $1M | 3.9K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.07% | $6M | 15.9K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.06% | $533,729 | 1.6K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.06% | $4M | 10.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.06% | $47M | 127.9K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $494,459 | 1.2K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.06% | $37M | 102.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.06% | $15M | 45.8K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $1M | 3.8K | Q4 2025OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.06% | $1M | 3.1K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.06% | $590,067 | 1.6K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.06% | $632,127 | 1.7K | Q1 2026OLDER |
| Freemont Management S.A.$661M AUM | 0.06% | $400,169 | 1.1K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.06% | $1M | 3.1K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.06% | $8M | 23.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.06% | $201,176 | 553 | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.06% | $58,206 | 160 | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $246,984 | 733 | Q4 2025OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.06% | $5M | 13.4K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.06% | $216,643 | 596 | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 0.05% | $251,379 | 691 | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.05% | $331,049 | 910 | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.05% | $2M | 6.4K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.05% | $220,713 | 546 | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.05% | $543,138 | 1.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $248,999 | 684 | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $441,641 | 1.2K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.05% | $218,274 | 600 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 11.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.05% | $802,521 | 2.2K | Q2 2026 |
| Roundview Capital LLC$1.6B AUM | 0.05% | $793,426 | 2.2K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.05% | $494,413 | 1.4K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 8.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $212,952 | 632 | Q4 2025OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.05% | $282,364 | 838 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $155M | 426.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.05% | $4M | 11.8K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.05% | $220,867 | 530 | Q2 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.05% | $356,156 | 1.1K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $517,673 | 1.4K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.05% | $5M | 14.8K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.05% | $4M | 10.7K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.05% | $385,254 | 1.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.05% | $4M | 10.6K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.05% | $237,887 | 706 | Q4 2025OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $207,224 | 615 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $585,701 | 1.6K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.04% | $950,583 | 2.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.04% | $1M | 4.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.04% | $3M | 7.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.04% | $996,309 | 2.4K | Q2 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.04% | $237,191 | 652 | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.04% | $324,137 | 891 | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.04% | $220,457 | 606 | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.04% | $242,759 | 667 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.04% | $993,162 | 2.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.04% | $3M | 9.4K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.04% | $471,730 | 1.4K | Q4 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.04% | $421,997 | 1.2K | Q1 2026OLDER |
| SOMERVILLE KURT F$379M AUM | 0.04% | $235,865 | 700 | Q4 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.04% | $234,645 | 645 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.04% | $8M | 22.5K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.04% | $16M | 44.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $522,039 | 1.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 5.8K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.04% | $200,448 | 551 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.04% | $21M | 61.1K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.04% | $936,395 | 2.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $40M | 110.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $4M | 12.2K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $351,337 | 869 | Q3 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.04% | $58,208 | 160 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $688M | 1.89M | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.04% | $48M | 130.5K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.04% | $378,444 | 1.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 3.0K | Q2 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.04% | $21M | 57.5K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.04% | $280,459 | 673 | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.03% | $483,301 | 1.3K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $553,921 | 1.5K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.03% | $2M | 4.6K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $3M | 7.1K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.03% | $3M | 7.1K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.03% | $64M | 174.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $637M | 1.75M | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.03% | $322,318 | 886 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.03% | $39M | 107.1K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.03% | $213,544 | 587 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 8.1K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $215,492 | 533 | Q3 2025OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $466,339 | 1.4K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.03% | $6M | 17.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.03% | $17M | 47.6K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.03% | $227,441 | 675 | Q4 2025OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.03% | $420,024 | 1.2K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.03% | $548,959 | 1.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $813,040 | 2.0K | Q2 2026 |
| Trust Point Inc.$1.2B AUM | 0.03% | $344,146 | 946 | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.03% | $213,974 | 635 | Q4 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.03% | $211,726 | 582 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.03% | $363,790 | 1.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $706,844 | 1.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $153M | 421.2K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $106M | 292.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $499,386 | 1.4K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $380,080 | 1.1K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $884,843 | 2.4K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $31,650 | 87 | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.03% | $10M | 30.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 6.1K | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.03% | $549,323 | 1.5K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.03% | $2M | 5.6K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.03% | $34,278 | 80 | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $3M | 9.5K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.03% | $989,617 | 2.7K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $356,957 | 883 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.03% | $16M | 44.4K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $2M | 5.5K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $216,700 | 520 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.03% | $1.5B | 4.09M | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.03% | $202,150 | 500 | Q3 2025OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.03% | $628,038 | 1.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 11.5K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 5.5K | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 4.8K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $204,363 | 562 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $888,851 | 2.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $687,910 | 1.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 3.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $349,982 | 931 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 13.4K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.02% | $276,844 | 761 | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $357,828 | 951 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 7.8K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.02% | $2M | 5.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $802,732 | 1.9K | Q2 2026 |
| River Wealth Advisors LLC$871M AUM | 0.02% | $202,150 | 500 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $204M | 560.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 2.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.02% | $12M | 34.0K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $1M | 2.8K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 0.02% | $4M | 11.6K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.02% | $3M | 7.5K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.02% | $21M | 58.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $21M | 56.6K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.02% | $1M | 2.5K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $758,866 | 2.1K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.02% | $10M | 28.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 9.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $3M | 9.2K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.02% | $692,001 | 1.9K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.02% | $257,563 | 708 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.02% | $37M | 102.5K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.02% | $2M | 5.7K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.02% | $20M | 55.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $642,433 | 1.6K | Q3 2025OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.02% | $4M | 11.6K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.02% | $255,743 | 703 | Q1 2026OLDER |
| PFA Pension, Forsikringsaktieselskab$33.2B AUM | 0.02% | $7M | 19.0K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.02% | $332,140 | 913 | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.02% | $3M | 9.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $79M | 216.8K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $231,135 | 635 | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.02% | $353,968 | 973 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $132M | 363.1K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $581,336 | 1.6K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.02% | $336,950 | 1.0K | Q4 2025OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.02% | $41,702 | 88 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 4.2K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 4.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $413,266 | 1.1K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.02% | $294,670 | 810 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 3.7K | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.02% | $4M | 9.9K | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $136,095 | 374 | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $498,580 | 1.3K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.02% | $171,345 | 471 | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.02% | $209,023 | 517 | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.02% | $5M | 12.6K | Q1 2026OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.02% | $19M | 54.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $766,881 | 2.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $876,556 | 2.4K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $257,927 | 709 | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.02% | $1M | 3.7K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.02% | $10M | 28.5K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $14M | 35.2K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.2B | 3.52M | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.02% | $5M | 12.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $83M | 226.9K | Q1 2026OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.02% | $1M | 4.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.02% | $6M | 16.0K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.02% | $3M | 8.5K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $17 | 51 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $92M | 251.8K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.02% | $123M | 339.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $278M | 824.9K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.02% | $2M | 6.4K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.02% | $374,704 | 1.0K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.02% | $25M | 69.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $3M | 8.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $266 | 788 | Q4 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $1M | 3.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.02% | $4M | 11.5K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.02% | $3M | 8.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 4.5K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.02% | $369,974 | 1.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.02% | $463M | 1.27M | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $4M | 9.7K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $345,037 | 1.0K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $285,108 | 784 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $118M | 325.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $1M | 3.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $201,883 | 555 | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $335,778 | 923 | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $483,491 | 1.3K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $721,395 | 2.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $7M | 18.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 7.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $1M | 3.8K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.02% | $21,464 | 59 | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.01% | $4M | 9.8K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.01% | $1M | 3.0K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $237M | 654.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $500,707 | 1.5K | Q4 2025OLDER |
| Capital International Sarl$6.1B AUM | 0.01% | $912,798 | 2.7K | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $949,830 | 2.8K | Q4 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.01% | $9M | 24.8K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.01% | $222,769 | 551 | Q3 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $315,770 | 868 | Q2 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $9M | 24.3K | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.01% | $6M | 16.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $4M | 11.7K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $44,477 | 132 | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $5M | 13.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $570M | 1.57M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $8M | 23.3K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $3M | 7.9K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.01% | $813,313 | 2.2K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $2M | 5.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 9.5K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.01% | $4M | 10.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $562,783 | 1.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $761,171 | 1.8K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $661,734 | 1.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $31M | 85.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $10M | 26.8K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.01% | $14,959 | 37 | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 11.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $115M | 316.1K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $39,423 | 117 | Q4 2025OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.01% | $474,746 | 1.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $364,882 | 1.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $702,678 | 1.9K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.01% | $6M | 15.7K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $358,333 | 985 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $46,877 | 129 | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.01% | $914,568 | 2.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $271,582 | 806 | Q4 2025OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $231,370 | 636 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $21M | 62.7K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $442,368 | 1.2K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $768,823 | 2.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $54M | 149.7K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.01% | $370,702 | 1.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $589,340 | 1.6K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.01% | $99,401 | 295 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $4M | 11.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $487,115 | 1.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $719,577 | 2.0K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $60,753 | 167 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $231,415 | 572 | Q3 2025OLDER |
| SEB Asset Management AB$23.4B AUM | 0.01% | $3M | 7.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $17M | 46.6K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $379,069 | 1.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 6.2K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 4.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $487,480 | 1.3K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.01% | $17,218 | 42.6K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $5M | 13.2K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $17M | 46.3K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.01% | $2M | 4.8K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.01% | $174,255 | 479 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 11.8K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 0.01% | $468,925 | 1.3K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.01% | $231,826 | 573 | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $27,466 | 68 | Q3 2025OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.01% | $365,245 | 1.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $20M | 58.7K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $144,335 | 357 | Q3 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $24,374 | 67 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $10M | 28.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 5.3K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $51M | 140.2K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $302,673 | 832 | Q1 2026OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.01% | $2M | 6.9K | Q4 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.01% | $117,723 | 295 | Q4 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $423,452 | 1.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $52M | 144.2K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $548,231 | 1.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $421,264 | 1.2K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.01% | $2M | 4.7K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.01% | $289,479 | 716 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.