SPDR INDEX SHS FDS
CUSIP 78463X533
Spdr Index Shs Fds has 204 institutional holders in Filings Flow’s 13F database, together reporting 20.16M shares worth $771M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Cetera Investment Advisers.
Institutional Holders
204
Q1 2026
Reported Value
$771M
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 |
|---|---|---|---|---|
| Comprehensive Wealth Management, LLC$198M AUM | 12.74% | $25M | 638.4K | Q1 2026OLDER |
| swisspartners Advisors Ltd$159M AUM | 6.98% | $11M | 282.9K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 5.22% | $56M | 1.41M | Q1 2026OLDER |
| Three Cord True Wealth Management, LLC$180M AUM | 4.31% | $8M | 196.6K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 3.69% | $7M | 169.2K | Q1 2026OLDER |
| Anderson Financial Strategies, LLC$182M AUM | 2.99% | $5M | 132.4K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 2.82% | $10M | 256.3K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 2.72% | $14M | 361.7K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 2.68% | $5M | 115.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 2.11% | $9M | 227.4K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 2.08% | $4M | 102.4K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 1.71% | $8M | 211.2K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.80% | $924,162 | 23.4K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.63% | $1M | 25.9K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.61% | $2M | 57.9K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.60% | $2M | 41.5K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.60% | $1M | 34.6K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.51% | $7M | 171.2K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.51% | $2M | 56.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.49% | $5M | 122.3K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.45% | $7M | 188.5K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 0.41% | $630,614 | 16.0K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.38% | $784,152 | 19.9K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.38% | $2M | 42.6K | Q2 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.36% | $1M | 33.0K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.35% | $2M | 46.8K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.35% | $805,912 | 20.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.35% | $3M | 67.1K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.34% | $365,782 | 9.3K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.31% | $5M | 122.3K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.29% | $617,093 | 15.9K | Q3 2025OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.28% | $437,083 | 11.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.25% | $9M | 230.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.24% | $2M | 55.4K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.24% | $358,518 | 9.1K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.22% | $2M | 53.8K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.22% | $613,415 | 15.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.21% | $3M | 78.4K | Q2 2026 |
| InTrack Investment Management Inc$175M AUM | 0.18% | $322,116 | 8.2K | Q4 2025OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.17% | $495,356 | 12.5K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.16% | $500,952 | 12.2K | Q2 2026 |
| CAP Partners, LLC$177M AUM | 0.16% | $275,310 | 7.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.14% | $9M | 230.4K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.14% | $162,263 | 4.1K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 0.14% | $637,811 | 16.4K | Q3 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.13% | $201,299 | 5.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.13% | $2M | 60.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.13% | $474,006 | 12.0K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.12% | $201,151 | 5.1K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.12% | $428,595 | 10.9K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.12% | $390,062 | 9.9K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.12% | $244,776 | 6.2K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.11% | $402,943 | 10.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.10% | $559,392 | 14.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 222.5K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $333,704 | 8.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.09% | $7M | 187.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.09% | $348,269 | 8.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 96.2K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.08% | $220,209 | 5.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.08% | $1M | 26.5K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.07% | $971,129 | 24.6K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.07% | $253,265 | 6.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $60M | 1.52M | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $2M | 43.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 40.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $294,324 | 7.5K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.06% | $201,807 | 5.1K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.06% | $226,332 | 5.5K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $251,552 | 6.4K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.06% | $216,879 | 5.5K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $745,858 | 18.9K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.05% | $110,585 | 2.7K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.05% | $648,301 | 16.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $9M | 232.7K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.05% | $226,692 | 5.7K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.04% | $509,051 | 12.9K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.04% | $656,446 | 16.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $8M | 198.9K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.04% | $163,566 | 4.1K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.04% | $375,930 | 9.6K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.04% | $11M | 268.4K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.04% | $975,156 | 24.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.03% | $360,334 | 9.1K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $546,695 | 13.8K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.03% | $308,033 | 7.8K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $783,599 | 19.8K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $324,723 | 8.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.03% | $188,399 | 4.8K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.03% | $99,495 | 2.6K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $998,393 | 25.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 54.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 219.0K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $82,860 | 2.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $82,860 | 2.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $649,048 | 16.8K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.02% | $48,245 | 1.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 36.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $215,403 | 5.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 37.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 31.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $946,608 | 24.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $69M | 1.74M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 327.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $732,042 | 18.8K | Q3 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $1M | 34.4K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $718,536 | 18.2K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $49,016 | 1.3K | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $43,426 | 1.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $562,438 | 13.7K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 32.7K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $42,791 | 1.1K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $22M | 562.2K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.01% | $19,622 | 497 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $976,182 | 24.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 33.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $217,778 | 5.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $201,822 | 5.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $600,187 | 15.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 42.1K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $36,559 | 941 | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 53.0K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $50,140 | 1.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $108,254 | 2.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $49M | 1.25M | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $463,967 | 11.3K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $669,930 | 17.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $282,607 | 6.9K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $232,786 | 5.9K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $303,799 | 7.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $288,401 | 7.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 84.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $200,164 | 5.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 33.0K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $53,614 | 1.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $52,114 | 1.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $467,443 | 11.8K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $7,185 | 182 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $69M | 1.76M | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $20,947 | 530 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 397.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 114.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $255,434 | 6.5K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $293,731 | 7.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $316,709 | 8.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 74.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $18M | 452.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $18,391 | 465 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $440,300 | 11.2K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $31,308 | 793 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 314.3K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $7,304 | 185 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $37,506 | 950 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 58.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $9,009 | 228 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $763,249 | 19.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 1.23M | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.00% | $205,115 | 5.0K | Q2 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $65,381 | 1.7K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $15M | 386.6K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $2,961 | 75 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $90,848 | 2.3K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $25,253 | 650 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 39.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 292.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 38.9K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $8,985 | 231 | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,080 | 78 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $39,480 | 1.0K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,948 | 100 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $483,472 | 12.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $936,484 | 23.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 58.8K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $7,896 | 200 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $197,045 | 5.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $11,291 | 286 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 148.6K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $1,748 | 45 | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,974 | 50 | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $3,869 | 98 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $570,802 | 14.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $434,560 | 7.0K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $1,292 | 33 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $19,858 | 503 | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $1,026 | 26 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,124 | 231 | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $6,992 | 177 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,724 | 145 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $787,340 | 20.3K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $94,900 | 2.4K | Q4 2025OLDER |
| BNP PARIBAS$3.1B AUM | 0.00% | $10,265 | 260 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $157,894 | 4.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $800,614 | 20.3K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $74,391 | 1.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $311,202 | 7.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,419 | 36 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,688 | 273 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 75.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $100,832 | 2.6K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,026 | 26 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $350,393 | 8.9K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $668,831 | 16.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $593,187 | 15.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,291 | 210 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $192,347 | 4.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $17,451 | 442 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $23,649 | 599 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,040 | 77 | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $56,259 | 1.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $655 | 16 | Q2 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $4,885 | 124 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $25,544 | 647 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $212,717 | 5.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,961 | 75 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $198 | 5 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $434 | 11 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $7,106 | 180 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1,494 | 38 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $316 | 8 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $711 | 18 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $47,869 | 1.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.