SPDR INDEX SHS FDS
CUSIP 78463X848
Spdr Index Shs Fds has 266 institutional holders in Filings Flow’s 13F database, together reporting 54.45M shares worth $1.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Pnc Financial Services Group, Inc., and Merit Financial Group, LLC.
Institutional Holders
266
Q1 2026
Reported Value
$1.9B
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 |
|---|---|---|---|---|
| Portus Wealth Advisors, LLC$106M AUM | 9.64% | $10M | 279.8K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 5.37% | $11M | 311.0K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 3.80% | $43M | 1.19M | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 3.33% | $36M | 1.01M | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 3.09% | $31M | 857.0K | Q1 2026OLDER |
| Friday Financial$373M AUM | 2.86% | $11M | 265.6K | Q2 2026 |
| Atlas Private Wealth Advisors$425M AUM | 2.77% | $12M | 321.0K | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 2.70% | $6M | 155.9K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 2.41% | $5M | 138.6K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 2.41% | $11M | 309.0K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 2.31% | $84M | 2.30M | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 1.95% | $7M | 188.7K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 1.93% | $54M | 1.48M | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.78% | $9M | 241.5K | Q4 2025OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 1.55% | $4M | 108.3K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 1.29% | $3M | 70.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 1.26% | $23M | 617.4K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 1.23% | $5M | 148.1K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 1.14% | $10M | 280.1K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 1.11% | $7M | 178.3K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.96% | $1M | 30.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.95% | $128M | 3.49M | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.95% | $1M | 36.8K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.93% | $7M | 183.5K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.79% | $6M | 173.8K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.79% | $5M | 130.8K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.77% | $16M | 456.2K | Q3 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.67% | $5M | 139.0K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.65% | $3M | 70.6K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.62% | $3M | 71.2K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.54% | $772,159 | 21.1K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.52% | $16M | 447.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.51% | $639,508 | 17.5K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.50% | $779,294 | 21.3K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.48% | $24M | 644.1K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.46% | $35M | 861.4K | Q2 2026 |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.45% | $1M | 30.8K | Q3 2025OLDER |
| NOVEM GROUP$873M AUM | 0.45% | $4M | 106.7K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.44% | $23M | 637.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.37% | $16M | 426.0K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.36% | $1M | 30.1K | Q3 2025OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.34% | $736,954 | 20.1K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.34% | $494,697 | 13.5K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 0.31% | $576,732 | 15.8K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 0.29% | $751,678 | 21.5K | Q3 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.27% | $2M | 47.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.26% | $7M | 194.0K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.26% | $563,047 | 15.4K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.26% | $13M | 348.4K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.24% | $1M | 30.6K | Q2 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.23% | $496,892 | 13.6K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.23% | $2M | 56.5K | Q2 2026 |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.23% | $474,828 | 13.0K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.23% | $3M | 91.5K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.20% | $300,989 | 8.2K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.19% | $3M | 77.5K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 0.19% | $341,860 | 9.3K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.19% | $364,071 | 9.9K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 0.19% | $210,649 | 5.8K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.19% | $3M | 73.7K | Q4 2025OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.18% | $1M | 29.1K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.17% | $2M | 49.7K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.17% | $706,407 | 19.3K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.16% | $239,580 | 6.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.16% | $16M | 441.5K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.15% | $4M | 97.5K | Q2 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.15% | $211,308 | 5.8K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.15% | $3M | 86.2K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.14% | $385,695 | 10.5K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.14% | $1M | 29.6K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.13% | $259,680 | 7.1K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.12% | $248,812 | 6.8K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.12% | $1M | 38.1K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.12% | $634,690 | 17.3K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.12% | $10M | 275.8K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 0.11% | $528,541 | 14.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.11% | $3M | 85.4K | Q2 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.11% | $661,950 | 18.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $8M | 207.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.10% | $22M | 596.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.10% | $5M | 129.0K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.10% | $600,723 | 14.7K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.10% | $1M | 37.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.10% | $168M | 4.58M | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.10% | $301,867 | 8.3K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 0.09% | $239,299 | 6.5K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.09% | $3M | 81.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.09% | $4M | 115.1K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $346,089 | 9.5K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.08% | $134,761 | 3.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.08% | $11M | 307.9K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.07% | $13M | 365.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.07% | $13M | 354.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $66M | 1.80M | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.07% | $6M | 150.8K | Q1 2026OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.06% | $439,080 | 12.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.06% | $359,131 | 9.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.06% | $4M | 115.6K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.06% | $944,462 | 25.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $9M | 264.5K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.06% | $255,362 | 7.0K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.06% | $5M | 129.7K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.06% | $446,800 | 12.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.05% | $6M | 160.1K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.05% | $283,836 | 7.0K | Q2 2026 |
| Basepoint Wealth LLC$175M AUM | 0.05% | $91,671 | 2.5K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.05% | $234,578 | 6.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.05% | $37M | 1.02M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $13M | 364.2K | Q2 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.05% | $854,047 | 23.3K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.05% | $366,749 | 10.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $506,460 | 13.8K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.04% | $462,947 | 11.4K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 32.6K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.04% | $294,842 | 8.1K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.04% | $119M | 3.26M | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.04% | $100,011 | 2.9K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $21M | 570.6K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.04% | $2M | 42.5K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.04% | $48,006 | 1.3K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.03% | $1M | 30.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.03% | $1M | 28.0K | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $3M | 84.9K | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.03% | $2M | 52.0K | Q2 2026 |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.03% | $870,476 | 23.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $406,963 | 11.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $824,848 | 22.5K | Q2 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.03% | $257,197 | 6.3K | Q2 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.03% | $117,088 | 3.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $509,986 | 13.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.03% | $7M | 199.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $519,507 | 14.2K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.03% | $112,661 | 3.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $323M | 8.84M | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 83.9K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.02% | $56,275 | 1.5K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $1M | 28.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 294.2K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $342,592 | 9.4K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $996,433 | 27.2K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.02% | $2M | 52.5K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.02% | $159,009 | 4.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $460,757 | 12.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $4M | 113.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $61,032 | 1.7K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $248,214 | 6.8K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.02% | $460,888 | 12.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $12M | 316.9K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $258,582 | 7.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 28.0K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $651,747 | 16.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $261,305 | 6.4K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 123.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 28.6K | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.02% | $420,339 | 11.7K | Q4 2025OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.02% | $267,912 | 7.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $61M | 1.68M | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.02% | $348,908 | 8.6K | Q2 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $459,624 | 12.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 76.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $387,195 | 10.6K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $46,959 | 1.3K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 0.01% | $48,241 | 1.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 244.0K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.01% | $254,850 | 7.0K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $54,263 | 1.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 53.0K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.01% | $689,575 | 18.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $360,703 | 9.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 33.1K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $282,511 | 7.7K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $278,636 | 8.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 198.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $642,264 | 17.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $174,096 | 4.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $593,270 | 16.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $372,267 | 10.2K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.01% | $219,496 | 5.4K | Q2 2026 |
| Caitlin John, LLC$167M AUM | 0.01% | $11,349 | 325 | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 40.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $59M | 1.60M | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $216,539 | 5.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $414,233 | 11.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $27M | 736.5K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $442,629 | 12.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 161.2K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.01% | $204,744 | 5.7K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $19,320 | 528 | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.01% | $9,679 | 238 | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 127.5K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $16,905 | 462 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 73.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $2M | 42.1K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $17,124 | 468 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $134,234 | 3.7K | Q4 2025OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.00% | $229,968 | 6.3K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $50,288 | 1.4K | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 60.1K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $539,812 | 14.8K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $21,736 | 594 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $336,445 | 9.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 78.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10M | 273.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $191,183 | 5.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $152,580 | 4.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $118,065 | 2.9K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $237,396 | 6.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $165,451 | 4.5K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $29,272 | 800 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 81.0K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 50.0K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.00% | $15,734 | 430 | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.00% | $11,782 | 322 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $889,040 | 24.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $418,078 | 11.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 44.8K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $581,452 | 15.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 193.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 286.2K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $237,460 | 6.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 221.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 54.2K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $51,117 | 1.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $305,600 | 8.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 284.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 45.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $19,136 | 523 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $498,759 | 13.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $588,980 | 16.4K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 81.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23M | 631.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $262,280 | 7.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $367,290 | 10.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $91,853 | 2.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $909,700 | 24.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $24,404 | 667 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 41.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $6,623 | 181 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $318,004 | 8.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $29,492 | 806 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $35,127 | 960 | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $11,160 | 305 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $34,920 | 1.0K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $15,211 | 374 | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $112,660 | 3.1K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $107,379 | 3.1K | Q3 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $3,880 | 108 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $31,846 | 870 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $7,318 | 200 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 196.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 75.3K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $13,246 | 362 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $31,394 | 858 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $6,367 | 174 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,527 | 561 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 69.3K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $842 | 23 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $71,740 | 2.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $160,060 | 4.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 38.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $6,263 | 154 | Q2 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $12,867 | 331 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $40,185 | 1.1K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 35.2K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $34,503 | 932 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $208,767 | 5.8K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $2,130 | 61 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $433,929 | 11.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $42,181 | 1.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $224,992 | 6.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $8,855 | 242 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $19,759 | 540 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $902 | 25 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $5,342 | 146 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $491,176 | 13.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $33,517 | 946 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $11,709 | 320 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $29 | 1 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4,976 | 136 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $22,329 | 610 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $105 | 3 | Q3 2025OLDER |
| Grey Ledge Advisors, LLC$443M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.