EATON CORP PLC
CUSIP G29183103
Eaton Corp PLC has 2,465 institutional holders in Filings Flow’s 13F database, together reporting 323.83M shares worth $112.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
2,465
Q1 2026
Reported Value
$112.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Eliot Finkel Investment Counsel, LLC$184M AUM | 7.12% | $13M | 36.6K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 7.01% | $56M | 175.0K | Q4 2025OLDER |
| J. Stern & Co. LLP$1.0B AUM | 5.95% | $61M | 171.5K | Q1 2026OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 5.85% | $1.7B | 4.75M | Q1 2026OLDER |
| Two Point Capital Management, Inc.$229M AUM | 5.76% | $13M | 36.9K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 5.75% | $11M | 31.8K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 5.31% | $11M | 29.9K | Q3 2025OLDER |
| Summerhill Capital Management lnc.$115M AUM | 5.15% | $6M | 16.5K | Q1 2026OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 5.04% | $57M | 158.4K | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 4.47% | $73M | 203.2K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 4.46% | $49M | 136.8K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 4.35% | $10M | 28.2K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 4.34% | $9M | 26.0K | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 3.98% | $118M | 328.5K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 3.83% | $7M | 20.7K | Q1 2026OLDER |
| Reliant Investment Management, LLC$207M AUM | 3.83% | $8M | 22.2K | Q1 2026OLDER |
| Regents Gate Capital LLP$469M AUM | 3.72% | $17M | 48.8K | Q1 2026OLDER |
| Guinness Asset Management LTD$5.8B AUM | 3.69% | $214M | 599.9K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 3.66% | $11M | 32.0K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 3.60% | $8M | 22.4K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 3.57% | $44M | 123.2K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 3.56% | $98M | 275.2K | Q1 2026OLDER |
| Bornite Capital Management LP$595M AUM | 3.48% | $37M | 100.0K | Q3 2025OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 3.45% | $36M | 100.3K | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 3.41% | $13M | 37.7K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 3.35% | $11M | 31.5K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 3.18% | $13M | 37.6K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 3.05% | $10M | 28.2K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 2.98% | $7M | 19.4K | Q1 2026OLDER |
| Cambridge Financial Group, Inc.$267M AUM | 2.94% | $8M | 22.0K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 2.94% | $9M | 24.4K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 2.93% | $5M | 14.1K | Q4 2025OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 2.92% | $17M | 47.2K | Q1 2026OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 2.91% | $38M | 104.9K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 2.90% | $5M | 13.2K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 2.90% | $9M | 26.4K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 2.90% | $3M | 9.2K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 2.87% | $3M | 8.9K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 2.85% | $13M | 35.8K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 2.85% | $38M | 104.9K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 2.85% | $14M | 40.5K | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 2.78% | $44M | 102.3K | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 2.73% | $9M | 24.9K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 2.73% | $9M | 23.9K | Q1 2026OLDER |
| Suncoast Equity Management$833M AUM | 2.59% | $22M | 60.3K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 2.53% | $21M | 49.1K | Q2 2026 |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 2.53% | $12M | 27.4K | Q2 2026 |
| Nordwand Advisors, LLC$572M AUM | 2.52% | $14M | 40.2K | Q1 2026OLDER |
| LANSDOWNE PARTNERS (UK) LLP$1.9B AUM | 2.48% | $46M | 129.6K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 2.48% | $3M | 8.2K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 2.44% | $84M | 236.0K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.44% | $8M | 21.3K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.42% | $28M | 77.6K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 2.41% | $5M | 12.6K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 2.40% | $2M | 6.9K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 2.36% | $5M | 13.2K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 2.31% | $7M | 15.6K | Q2 2026 |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 2.25% | $183M | 512.6K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 2.18% | $81M | 227.8K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 2.15% | $59M | 165.0K | Q1 2026OLDER |
| Bey-Douglas LLC$115M AUM | 2.14% | $2M | 6.8K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 2.08% | $33M | 91.4K | Q1 2026OLDER |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 2.08% | $22M | 60.7K | Q1 2026OLDER |
| Clean Energy Transition LLP$1.5B AUM | 2.06% | $32M | 88.5K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 2.03% | $10M | 28.6K | Q1 2026OLDER |
| PATHWAY WEALTH MANAGEMENT LLC$106M AUM | 2.03% | $2M | 6.0K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 2.02% | $3M | 10.5K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 2.00% | $4M | 11.6K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.99% | $16M | 45.7K | Q1 2026OLDER |
| Running Oak Capital LLC$741M AUM | 1.99% | $15M | 41.2K | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 1.98% | $35M | 98.7K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 1.97% | $14M | 39.3K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 1.95% | $12M | 32.8K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 1.92% | $4M | 12.6K | Q4 2025OLDER |
| DOVER ADVISORS, LLC$242M AUM | 1.92% | $5M | 12.9K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 1.90% | $31M | 86.2K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.89% | $10M | 25.4K | Q3 2025OLDER |
| Robbins Farley$226M AUM | 1.89% | $4M | 11.9K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 1.89% | $4M | 10.3K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 1.89% | $4M | 11.5K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.88% | $26M | 73.0K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 1.86% | $23M | 65.0K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 1.84% | $58M | 163.0K | Q1 2026OLDER |
| Hudson Canyon Capital Management$163M AUM | 1.83% | $3M | 8.4K | Q1 2026OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 1.83% | $68M | 190.0K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 1.81% | $5M | 20.0K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.81% | $4M | 10.1K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 1.80% | $2M | 6.0K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 1.79% | $11M | 25.4K | Q2 2026 |
| BOWEN HANES & CO INC$4.1B AUM | 1.78% | $73M | 204.4K | Q1 2026OLDER |
| First Washington CORP$353M AUM | 1.77% | $6M | 17.5K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 1.76% | $49M | 152.5K | Q4 2025OLDER |
| Community Financial Services Group, LLC$686M AUM | 1.74% | $12M | 28.9K | Q2 2026 |
| Trail Ridge Investment Advisors, LLC$230M AUM | 1.73% | $4M | 11.1K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 1.72% | $7M | 19.2K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 1.71% | $4M | 12.4K | Q1 2026OLDER |
| Port Capital LLC$2.2B AUM | 1.71% | $38M | 107.5K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 1.70% | $8M | 22.3K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 1.69% | $18M | 49.8K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 1.69% | $2M | 6.5K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.69% | $2M | 5.3K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 1.69% | $18M | 51.1K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 1.68% | $4M | 11.9K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$609M AUM | 1.67% | $10M | 24.6K | Q2 2026 |
| RIPOSTE CAPITAL LLC$392M AUM | 1.67% | $8M | 24.2K | Q4 2025OLDER |
| Troluce Capital Advisors LLC$1.6B AUM | 1.64% | $27M | 75.0K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 1.63% | $5M | 13.6K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 1.63% | $68M | 188.0K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 1.62% | $5M | 15.3K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 1.62% | $11M | 29.4K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 1.61% | $4M | 10.2K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 1.60% | $9M | 25.6K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 1.60% | $20M | 55.0K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 1.59% | $6M | 14.5K | Q2 2026 |
| Citizens National Bank Trust Department$601M AUM | 1.57% | $9M | 26.4K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.57% | $5M | 15.1K | Q1 2026OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 1.56% | $18M | 51.2K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 1.53% | $13M | 37.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.53% | $7M | 18.5K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 1.53% | $4M | 51.1K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 1.52% | $4M | 11.3K | Q4 2025OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.52% | $75M | 210.0K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 1.51% | $3M | 7.9K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 1.51% | $3M | 8.2K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 1.51% | $28M | 77.1K | Q1 2026OLDER |
| TTP Investments, Inc.$247M AUM | 1.50% | $4M | 8.7K | Q2 2026 |
| TORRAY INVESTMENT PARTNERS LLC$682M AUM | 1.48% | $11M | 29.1K | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 1.48% | $57M | 159.4K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 1.46% | $56M | 156.3K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.46% | $6M | 17.4K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 1.45% | $5M | 14.6K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.45% | $19M | 54.4K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 1.44% | $33M | 77.5K | Q2 2026 |
| KP Management LLC$409M AUM | 1.44% | $6M | 16.5K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 1.44% | $113M | 266.8K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 1.44% | $1M | 4.7K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 1.41% | $3M | 7.8K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 1.41% | $3M | 8.6K | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 1.41% | $6M | 16.0K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 1.38% | $100M | 284.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.37% | $3M | 7.8K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 1.37% | $30M | 93.8K | Q4 2025OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 1.37% | $534M | 1.49M | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 1.37% | $4M | 10.0K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 1.36% | $3M | 9.3K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 1.36% | $55M | 154.3K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.36% | $22M | 62.1K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 1.36% | $2M | 6.4K | Q3 2025OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 1.36% | $11M | 31.6K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 1.35% | $11M | 30.1K | Q1 2026OLDER |
| SIRIOS CAPITAL MANAGEMENT L P$825M AUM | 1.34% | $11M | 31.0K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.34% | $2M | 6.8K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 1.34% | $69M | 192.1K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 1.31% | $9M | 25.1K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 1.31% | $14M | 37.9K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 1.31% | $130M | 363.9K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 1.30% | $23M | 64.8K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.27% | $6M | 16.4K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 1.27% | $2M | 4.5K | Q2 2026 |
| NICHOLAS COMPANY, INC.$5.1B AUM | 1.27% | $65M | 181.2K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.27% | $7M | 19.3K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 1.27% | $29M | 82.1K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 1.27% | $59M | 166.1K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.26% | $8M | 22.5K | Q1 2026OLDER |
| Winslow Capital Management, LLC$25.6B AUM | 1.26% | $380M | 1.02M | Q3 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.25% | $16M | 45.1K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 1.24% | $31M | 87.9K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 1.24% | $2M | 6.1K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 1.24% | $3M | 7.4K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 1.23% | $8M | 22.2K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.23% | $18M | 49.0K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 1.23% | $7M | 20.6K | Q1 2026OLDER |
| Guinness Atkinson Asset Management Inc$200M AUM | 1.22% | $2M | 6.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 1.22% | $7M | 20.9K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.22% | $7M | 18.3K | Q1 2026OLDER |
| TCW GROUP INC$13.3B AUM | 1.22% | $162M | 452.0K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 1.22% | $7M | 20.7K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.21% | $7M | 20.8K | Q1 2026OLDER |
| Carmignac Gestion$6.5B AUM | 1.21% | $81M | 216.7K | Q3 2025OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 1.21% | $6M | 16.8K | Q1 2026OLDER |
| Shellback Capital, LP$703M AUM | 1.20% | $8M | 23.7K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 1.20% | $12M | 32.2K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 1.20% | $36M | 149.1K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 1.20% | $8M | 23.6K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 1.19% | $2M | 5.1K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.19% | $19M | 51.9K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 1.19% | $6M | 16.5K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 1.19% | $9M | 25.1K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 1.18% | $3M | 9.1K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 1.18% | $77M | 180.5K | Q2 2026 |
| First American Bank$1.6B AUM | 1.17% | $19M | 52.2K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 1.17% | $66M | 183.8K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 1.17% | $127M | 356.0K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 1.15% | $3M | 7.4K | Q1 2026OLDER |
| MEYER HANDELMAN CO$3.2B AUM | 1.15% | $37M | 103.8K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 1.15% | $8M | 23.6K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 1.15% | $5M | 13.6K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 1.14% | $13M | 29.5K | Q2 2026 |
| Zimmer Partners, LP$4.1B AUM | 1.14% | $43M | 136.0K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 1.13% | $16M | 50.0K | Q4 2025OLDER |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1.2B AUM | 1.13% | $15M | 39.0K | Q3 2025OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 1.13% | $2M | 5.2K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 1.13% | $7M | 20.0K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 1.13% | $3M | 9.4K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.12% | $3M | 7.7K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 1.11% | $64M | 179.6K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 1.11% | $4M | 11.5K | Q1 2026OLDER |
| Danica Pension, Livsforsikringsaktieselskab$5.3B AUM | 1.10% | $59M | 163.9K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 1.09% | $1M | 3.5K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 1.09% | $2M | 5.2K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 1.09% | $46M | 129.9K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 1.09% | $2M | 4.3K | Q2 2026 |
| MidFirst Bank$1.2B AUM | 1.09% | $13M | 36.7K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 1.09% | $15M | 35.7K | Q2 2026 |
| TEMA ETFS LLC$1.5B AUM | 1.08% | $13M | 34.9K | Q3 2025OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 1.08% | $2M | 6.8K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 1.08% | $176M | 413.1K | Q2 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 1.08% | $9M | 26.5K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 1.07% | $5M | 15.1K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 1.07% | $5M | 14.9K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 1.07% | $16M | 43.5K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 1.06% | $12M | 32.2K | Q1 2026OLDER |
| Bradyco, Inc.$129M AUM | 1.05% | $1M | 3.8K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 1.05% | $4M | 11.7K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 1.05% | $2M | 5.5K | Q1 2026OLDER |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 1.04% | $3M | 7.8K | Q2 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 1.04% | $13M | 39.4K | Q4 2025OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.03% | $1M | 3.5K | Q3 2025OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 1.02% | $2M | 6.2K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 1.01% | $3M | 9.6K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 1.01% | $10M | 28.3K | Q1 2026OLDER |
| SATURNA CAPITAL CORP$7.1B AUM | 1.01% | $72M | 201.1K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 1.01% | $1M | 3.7K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 1.01% | $157M | 438.5K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 1.01% | $3M | 8.8K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.01% | $1M | 3.1K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 1.00% | $6M | 17.0K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 1.00% | $3M | 7.4K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.00% | $3M | 7.0K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.99% | $10M | 26.9K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 0.99% | $2M | 3.9K | Q2 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.99% | $1.1B | 3.17M | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.99% | $5M | 13.7K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.98% | $4M | 12.4K | Q2 2026 |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.97% | $2M | 4.2K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 0.97% | $9M | 23.9K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.97% | $5M | 14.4K | Q1 2026OLDER |
| SIR Capital Management, L.P.$1.1B AUM | 0.96% | $9M | 27.4K | Q4 2025OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 0.96% | $3M | 7.1K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.95% | $4M | 11.7K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.95% | $4M | 11.9K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.94% | $12M | 33.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.93% | $49M | 137.4K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.93% | $74M | 208.3K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.93% | $2M | 4.6K | Q2 2026 |
| Altman Advisors, Inc.$241M AUM | 0.93% | $2M | 6.2K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.93% | $2M | 6.6K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.92% | $5M | 14.8K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.92% | $2M | 3.5K | Q2 2026 |
| Northern Financial Advisors Inc$137M AUM | 0.91% | $1M | 3.5K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 0.91% | $4M | 10.5K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.91% | $3M | 7.2K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.90% | $7M | 17.1K | Q2 2026 |
| Glass Wealth Management Co LLC$258M AUM | 0.90% | $2M | 6.5K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.90% | $2M | 5.8K | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.89% | $3M | 7.4K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.89% | $1M | 3.6K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.89% | $8M | 22.5K | Q3 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.89% | $123M | 342.9K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.88% | $5M | 10.9K | Q2 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.88% | $3M | 9.1K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 0.88% | $8M | 21.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.88% | $24M | 55.7K | Q2 2026 |
| Rice Partnership, LLC$732M AUM | 0.88% | $6M | 18.0K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.88% | $326M | 870.7K | Q3 2025OLDER |
| Field & Main Bank$344M AUM | 0.87% | $3M | 8.4K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.87% | $26M | 80.1K | Q4 2025OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.87% | $4M | 9.6K | Q2 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.87% | $17M | 48.7K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.86% | $9M | 24.3K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.86% | $1.8B | 5.09M | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.86% | $18M | 49.8K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.86% | $2M | 4.8K | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 0.86% | $1M | 3.3K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.86% | $4M | 10.9K | Q1 2026OLDER |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 0.86% | $4M | 9.2K | Q2 2026 |
| AMF Tjanstepension AB$15.1B AUM | 0.85% | $129M | 359.6K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.84% | $3M | 9.5K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.82% | $25M | 71.3K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.82% | $1M | 3.4K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.82% | $4M | 11.6K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.82% | $1M | 3.6K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.82% | $4M | 11.4K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.82% | $923,504 | 2.6K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.81% | $5M | 12.5K | Q2 2026 |
| Cypress Capital, LLC$370M AUM | 0.81% | $3M | 7.0K | Q2 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.81% | $1M | 3.5K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.81% | $3M | 9.4K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.80% | $2M | 5.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.80% | $15M | 46.4K | Q4 2025OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.79% | $6M | 15.9K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.79% | $1M | 2.8K | Q2 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.79% | $12M | 33.8K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.79% | $20M | 55.5K | Q1 2026OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.79% | $63M | 169.1K | Q3 2025OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 0.78% | $5M | 14.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.78% | $25M | 68.8K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.78% | $7M | 20.2K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.78% | $5M | 13.4K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.78% | $3M | 8.8K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.77% | $5M | 13.4K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.77% | $8M | 23.6K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.77% | $9M | 25.8K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.76% | $1M | 3.1K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.76% | $11M | 31.9K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.76% | $4M | 10.3K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.76% | $1M | 3.1K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.75% | $2M | 4.7K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 0.75% | $7M | 19.3K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.74% | $9M | 26.1K | Q1 2026OLDER |
| KRS Capital Management, LLC$163M AUM | 0.74% | $1M | 3.4K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.74% | $12M | 28.3K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.74% | $776,374 | 2.2K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.74% | $7M | 18.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.74% | $17M | 48.4K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.74% | $28M | 78.1K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.74% | $3M | 9.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.74% | $24M | 66.4K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.74% | $8M | 21.8K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.74% | $2M | 5.1K | Q2 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.73% | $8M | 21.3K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.73% | $1M | 3.5K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.73% | $6M | 17.9K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.73% | $3M | 8.0K | Q4 2025OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.72% | $1M | 3.9K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.72% | $2M | 6.4K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.72% | $1M | 3.5K | Q1 2026OLDER |
| Schear Investment Advisers, LLC$227M AUM | 0.71% | $2M | 5.2K | Q4 2025OLDER |
| Neo Ivy Capital Management$379M AUM | 0.71% | $5M | 14.2K | Q4 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.71% | $7M | 19.9K | Q1 2026OLDER |
| Generate Investment Management Ltd$2.0B AUM | 0.71% | $14M | 40.4K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.71% | $8M | 22.1K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.71% | $4M | 48.3K | Q2 2026 |
| DAGCO, INC.$461M AUM | 0.70% | $3M | 9.0K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.69% | $25M | 70.0K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.69% | $4M | 10.3K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.69% | $2M | 4.3K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.68% | $2M | 4.3K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.68% | $50M | 116.3K | Q2 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.68% | $29M | 76.2K | Q3 2025OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.68% | $2M | 4.9K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.68% | $2M | 5.6K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.68% | $4M | 12.8K | Q4 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.68% | $1M | 2.8K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.68% | $1M | 2.9K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.68% | $49M | 135.8K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.67% | $3M | 7.3K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.67% | $5M | 13.9K | Q3 2025OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.67% | $2M | 5.6K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.67% | $16M | 50.2K | Q4 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.67% | $6M | 16.9K | Q1 2026OLDER |
| South Street Advisors LLC$690M AUM | 0.67% | $5M | 12.9K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.67% | $2M | 4.3K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 0.66% | $857,335 | 2.4K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.66% | $3M | 8.1K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.66% | $822,999 | 2.3K | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.66% | $9M | 24.3K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.66% | $1M | 2.7K | Q2 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.66% | $4M | 10.7K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.66% | $2M | 4.5K | Q2 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.66% | $11M | 30.9K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.65% | $6M | 16.6K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.65% | $18M | 49.7K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.65% | $3M | 7.4K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.65% | $2M | 5.8K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.64% | $24M | 66.8K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.64% | $74M | 207.0K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.64% | $3M | 9.1K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.64% | $11M | 26.8K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.64% | $212M | 596.9K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 0.64% | $916,708 | 2.6K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.63% | $2M | 5.0K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.63% | $22M | 60.4K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.63% | $56M | 156.2K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.63% | $2M | 4.7K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.63% | $1M | 4.1K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.63% | $2M | 4.0K | Q2 2026 |
| First City Capital Management, Inc.$189M AUM | 0.63% | $1M | 3.3K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.63% | $6M | 16.9K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.63% | $57M | 159.8K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.63% | $9M | 25.8K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.62% | $832,248 | 2.3K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.62% | $2M | 5.0K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.62% | $3M | 7.9K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.62% | $4M | 10.4K | Q3 2025OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.62% | $4M | 11.7K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.61% | $2M | 4.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.61% | $2.0B | 5.52M | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.60% | $1M | 3.7K | Q4 2025OLDER |
| Matisse Capital$234M AUM | 0.60% | $1M | 4.0K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.60% | $3M | 8.2K | Q4 2025OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.60% | $2M | 10.6K | Q3 2025OLDER |
| Court Place Advisors, LLC$332M AUM | 0.60% | $2M | 5.3K | Q3 2025OLDER |
| AXA S.A.$256M AUM | 0.60% | $2M | 4.3K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.60% | $1M | 3.5K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.60% | $19M | 54.4K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.60% | $1M | 3.5K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.59% | $6M | 16.4K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.59% | $1M | 3.1K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.59% | $6M | 17.4K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.59% | $7M | 19.1K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.59% | $3M | 8.1K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.59% | $48M | 134.5K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.59% | $763,625 | 2.1K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 0.59% | $615,550 | 1.7K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.59% | $2M | 4.5K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.59% | $822M | 2.30M | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.59% | $6M | 15.4K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.59% | $3M | 8.0K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.58% | $21M | 59.1K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.58% | $9M | 26.4K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.58% | $431M | 1.21M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.58% | $188M | 524.8K | Q1 2026OLDER |
| United Bank$301M AUM | 0.58% | $2M | 4.9K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.58% | $2M | 3.9K | Q2 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.58% | $19M | 53.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.58% | $1.7B | 4.69M | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.57% | $3M | 9.5K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.57% | $45M | 124.5K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.57% | $1M | 3.1K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.56% | $50M | 140.1K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.56% | $3M | 7.0K | Q2 2026 |
| MTM Investment Management, LLC$316M AUM | 0.56% | $2M | 5.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.56% | $40M | 112.2K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.56% | $8M | 21.8K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.56% | $893,817 | 2.5K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.56% | $2M | 6.2K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.56% | $2M | 4.5K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.56% | $1M | 3.0K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.56% | $723,924 | 2.0K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.56% | $5M | 12.9K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.54% | $1M | 3.0K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.54% | $11M | 30.7K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.54% | $5M | 12.9K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.54% | $1M | 4.0K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.54% | $4M | 10.3K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.54% | $5M | 14.1K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.54% | $2M | 4.9K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.54% | $19M | 59.5K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.54% | $21M | 48.9K | Q2 2026 |
| DNCA FINANCE$1.7B AUM | 0.54% | $9M | 26.2K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 0.54% | $1M | 4.2K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.53% | $1M | 2.8K | Q2 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.53% | $2M | 6.1K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.53% | $1M | 4.1K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.53% | $2M | 5.9K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.53% | $752,991 | 2.0K | Q3 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.53% | $2M | 5.3K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.52% | $1M | 4.0K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.52% | $12M | 36.2K | Q4 2025OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.52% | $912,569 | 2.6K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.52% | $116M | 324.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.52% | $1M | 3.1K | Q2 2026 |
| Evansbrook LLC$150M AUM | 0.52% | $777,575 | 2.2K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.51% | $6M | 16.8K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.51% | $9M | 22.3K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.51% | $3M | 8.1K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.51% | $860,912 | 2.4K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.51% | $2M | 4.7K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.51% | $754,684 | 2.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.51% | $26M | 73.7K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.51% | $1M | 4.1K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.51% | $1M | 4.1K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.50% | $2M | 4.7K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 0.50% | $1M | 3.7K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.50% | $45M | 126.1K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.50% | $1M | 4.0K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.50% | $2M | 6.6K | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.50% | $11M | 32.0K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.50% | $4M | 11.7K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.49% | $9M | 26.3K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.49% | $3M | 9.4K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.49% | $33M | 91.8K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.49% | $14M | 38.9K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.49% | $962,846 | 2.7K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.49% | $612,331 | 1.7K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.49% | $3M | 7.5K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.49% | $32M | 90.2K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.48% | $4M | 12.0K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.48% | $1M | 4.2K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.48% | $1M | 3.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.48% | $8M | 22.2K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.48% | $8M | 22.2K | Q3 2025OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.48% | $2M | 6.2K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.48% | $639,813 | 1.5K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 0.48% | $3M | 7.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.48% | $4M | 10.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.48% | $21M | 67.3K | Q4 2025OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.48% | $14M | 40.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.47% | $516M | 1.44M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.