SPDR INDEX SHS FDS
CUSIP 78463X756
Spdr Index Shs Fds has 188 institutional holders in Filings Flow’s 13F database, together reporting 7.41M shares worth $490M as of Q1 2026. The largest reported holders are Creative Planning, Bank Of America Corp /De/, and Assetmark, Inc.
Institutional Holders
188
Q1 2026
Reported Value
$490M
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 |
|---|---|---|---|---|
| Welch Financial Planning, LLC$139M AUM | 4.01% | $6M | 84.3K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 3.20% | $4M | 56.7K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.73% | $4M | 60.2K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 1.68% | $2M | 33.4K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.05% | $3M | 47.9K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 1.04% | $2M | 31.9K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.93% | $1M | 19.6K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.91% | $5M | 69.8K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.90% | $1M | 13.5K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.78% | $4M | 56.8K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.69% | $793,324 | 12.0K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.58% | $2M | 23.3K | Q3 2025OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 0.57% | $578,550 | 8.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.56% | $2M | 23.6K | Q2 2026 |
| Capital Developers, LLC$111M AUM | 0.53% | $593,625 | 9.0K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.52% | $3M | 46.5K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.50% | $3M | 42.0K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.49% | $7M | 100.0K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.47% | $3M | 41.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.43% | $5M | 76.3K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.42% | $605,476 | 8.1K | Q2 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.41% | $2M | 24.8K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.36% | $611,067 | 9.2K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.32% | $472,168 | 7.1K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.32% | $3M | 41.4K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.30% | $396,720 | 6.0K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.30% | $658,158 | 10.0K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.28% | $3M | 51.5K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.28% | $1M | 21.2K | Q3 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.28% | $3M | 40.4K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.27% | $498,545 | 7.5K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.25% | $5M | 72.8K | Q4 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.24% | $2M | 32.8K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.23% | $4M | 52.9K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.23% | $331,310 | 5.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.23% | $6M | 83.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.20% | $12M | 178.0K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.20% | $4M | 60.3K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.19% | $597,998 | 9.0K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.19% | $4M | 52.0K | Q2 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.18% | $411,664 | 6.3K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.17% | $918,407 | 13.9K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.17% | $424,867 | 6.4K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.16% | $4M | 60.1K | Q3 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.16% | $3M | 43.9K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.16% | $2M | 27.5K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.14% | $305,679 | 4.6K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.14% | $489,288 | 7.4K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.14% | $269,373 | 4.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.14% | $10M | 133.3K | Q2 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.12% | $263,478 | 4.0K | Q4 2025OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.11% | $235,934 | 3.2K | Q2 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.11% | $8M | 114.5K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.10% | $230,609 | 3.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.10% | $2M | 26.2K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.09% | $233,767 | 3.2K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.08% | $3M | 43.7K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $5M | 76.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.08% | $1M | 16.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.08% | $116M | 1.76M | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.08% | $333,955 | 5.0K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.07% | $223,268 | 3.3K | Q3 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.07% | $260,711 | 3.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.07% | $1M | 16.8K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.07% | $768,050 | 11.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.06% | $30M | 446.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.06% | $260,844 | 3.9K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.06% | $126,319 | 1.7K | Q2 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.05% | $526,427 | 7.1K | Q2 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.05% | $203,793 | 3.1K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.05% | $430,555 | 6.3K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.05% | $874,768 | 13.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $1M | 14.9K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 46.8K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.03% | $215,882 | 3.3K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.03% | $57,008 | 862 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $22M | 329.9K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.02% | $544,339 | 8.2K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.02% | $215,551 | 3.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $588,472 | 8.9K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $1M | 17.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 25.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 54.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 44.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 28.9K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.02% | $843,246 | 12.8K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.02% | $699,748 | 10.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $764,942 | 11.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $571,892 | 8.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $78,022 | 1.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $318,037 | 4.8K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $395,662 | 6.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 33.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 42.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.01% | $204,031 | 2.7K | Q2 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.01% | $220,775 | 3.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 16.1K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.01% | $203,055 | 3.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $368,378 | 5.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $252,645 | 3.8K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $222,494 | 3.4K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $119,825 | 1.8K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $588,588 | 8.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $266,860 | 4.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $225,792 | 3.4K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $264,480 | 4.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $479,750 | 7.3K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $378,771 | 5.6K | Q3 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $37,094 | 561 | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.01% | $21,092 | 319 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $11M | 164.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $345,610 | 5.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $593,163 | 9.0K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $79,542 | 1.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $562,039 | 8.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $678,723 | 10.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 27.9K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $53,113 | 803 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $870,536 | 13.3K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $313,068 | 4.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 42.1K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $357,000 | 5.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $35,903 | 543 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $14M | 209.9K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $52,963 | 801 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 49.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $47M | 717.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17M | 250.8K | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 28.3K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $3,967 | 60 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $9,454 | 144 | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $294,366 | 4.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 29.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $34,582 | 527 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $61,227 | 824 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $65,788 | 1.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $548,098 | 8.3K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $35,443 | 536 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 117.9K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $17,522 | 265 | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.00% | $1,917 | 29 | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $3,480 | 53 | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $251,142 | 3.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $119,837 | 1.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $47,210 | 714 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 281.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $70,441 | 948 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $36,335 | 489 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 59.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $221,634 | 3.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $11,373 | 172 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $34,180 | 460 | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $12,365 | 187 | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $17,361 | 258 | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $34,052 | 515 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $159,878 | 2.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $530,596 | 8.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $9,852 | 149 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $34,752 | 524 | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $268,778 | 4.1K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $793 | 12 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $469,679 | 7.1K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $301,706 | 4.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $155,326 | 2.4K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $337,675 | 5.1K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $4,662 | 71 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $70,881 | 1.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $295,328 | 4.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $15,472 | 234 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $302,168 | 4.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $29,754 | 450 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $405,942 | 6.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $22,481 | 340 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 37.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $100,569 | 1.5K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $131,364 | 2.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $84,260 | 1.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $21,092 | 319 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 15.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,265 | 125 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 40.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 26.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $13,656 | 208 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $80,336 | 1.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,058 | 16 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $329,315 | 5.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $419,646 | 6.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $214,358 | 3.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,256 | 19 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $298,426 | 4.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $761,000 | 11.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,843 | 43 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 20.3K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $66 | 1 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 52.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $727 | 11 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $8,864 | 135 | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $661 | 10 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $31,006 | 470 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $72,004 | 1.1K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $149 | 2 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $174,800 | 2.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $11,358 | 173 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4,695 | 71 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $66 | 1 | Q1 2026OLDER |
| NFSG Corp$608M AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.