SPDR SERIES TRUST
CUSIP 78464A383
Spdr Series Trust has 239 institutional holders in Filings Flow’s 13F database, together reporting 287.09M shares worth $6.4B as of Q1 2026. The largest reported holders are Financial Engines Advisors L.L.C., Lpl Financial LLC, and Stifel Financial Corp.
Institutional Holders
239
Q1 2026
Reported Value
$6.4B
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 |
|---|---|---|---|---|
| Collier Financial$131M AUM | 10.73% | $14M | 628.4K | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 9.31% | $21M | 916.4K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 8.72% | $39M | 1.76M | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 8.56% | $4.2B | 188.31M | Q1 2026OLDER |
| 93 Financial Group, LLC$224M AUM | 7.78% | $17M | 779.7K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 7.26% | $23M | 1.04M | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 6.25% | $43M | 1.92M | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 3.31% | $13M | 582.1K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 3.05% | $28M | 1.27M | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 2.61% | $6M | 266.6K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 2.48% | $19M | 843.4K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 2.21% | $5M | 210.9K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 2.18% | $7M | 316.8K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 2.08% | $6M | 250.8K | Q4 2025OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 2.08% | $5M | 210.4K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 2.07% | $19M | 862.6K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 1.83% | $3M | 118.6K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.69% | $15M | 674.5K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.60% | $3M | 139.2K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.43% | $144M | 6.43M | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 1.43% | $6M | 279.7K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 1.43% | $3M | 142.9K | Q2 2026 |
| Stokes Family Office, LLC$969M AUM | 1.39% | $13M | 602.7K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.33% | $49M | 2.17M | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.33% | $2M | 92.8K | Q4 2025OLDER |
| Archer Investment Management, LLC$293M AUM | 1.22% | $4M | 159.8K | Q2 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.17% | $75M | 3.37M | Q2 2026 |
| Boltwood Capital Management$436M AUM | 1.14% | $5M | 223.7K | Q2 2026 |
| Hirtle & Co., LLC$2.9B AUM | 1.06% | $31M | 1.39M | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.86% | $13M | 587.2K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.84% | $2M | 89.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.83% | $9M | 415.5K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.81% | $6M | 267.5K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.80% | $5M | 204.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.77% | $2M | 75.3K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.74% | $893,510 | 39.9K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.70% | $4M | 158.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.68% | $18M | 822.0K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.64% | $2M | 73.0K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.61% | $15M | 686.2K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.60% | $3M | 138.8K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.57% | $1M | 50.9K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.50% | $7M | 304.5K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.47% | $967,478 | 43.1K | Q3 2025OLDER |
| Adams Wealth Management$455M AUM | 0.47% | $2M | 96.1K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.46% | $2M | 106.5K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.43% | $5M | 236.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.38% | $9M | 390.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.37% | $35M | 1.55M | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.37% | $1M | 51.1K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 0.36% | $2M | 88.0K | Q2 2026 |
| Apollon Financial, LLC$723M AUM | 0.36% | $3M | 115.2K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.34% | $1M | 44.9K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.31% | $398,676 | 17.8K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.29% | $1M | 57.2K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.28% | $335,373 | 15.0K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.26% | $4M | 171.7K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.26% | $33M | 1.48M | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.25% | $5M | 223.2K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.25% | $1M | 45.5K | Q4 2025OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.21% | $273,350 | 12.2K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.19% | $15M | 672.9K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.18% | $607,569 | 27.1K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.18% | $833,445 | 37.2K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.18% | $204,631 | 9.1K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.17% | $2M | 92.9K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.17% | $2M | 85.5K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.17% | $204,156 | 9.1K | Q4 2025OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.17% | $433,985 | 19.5K | Q2 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.17% | $404,251 | 18.1K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.17% | $316,138 | 14.2K | Q2 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.17% | $2M | 76.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.16% | $4M | 163.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.16% | $176M | 7.86M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.16% | $4M | 189.3K | Q2 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.16% | $1M | 59.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.14% | $54M | 2.41M | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.14% | $902,714 | 40.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.14% | $525M | 23.43M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.12% | $22M | 1.00M | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.11% | $162,073 | 7.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.11% | $9M | 422.6K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.11% | $2M | 67.5K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.10% | $193,575 | 8.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.10% | $5M | 217.3K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.10% | $204,376 | 9.1K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.10% | $2M | 93.6K | Q3 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.10% | $717,846 | 32.1K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.09% | $216,413 | 9.7K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.09% | $209,638 | 9.4K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.08% | $1M | 45.0K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.08% | $41M | 1.81M | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.08% | $208,889 | 9.4K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 120.9K | Q2 2026 |
| Balefire, LLC$613M AUM | 0.07% | $445,062 | 19.9K | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.07% | $661,586 | 29.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $1M | 55.4K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.07% | $295,615 | 13.2K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.07% | $553,202 | 24.7K | Q4 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.07% | $718,765 | 32.1K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.06% | $460,294 | 20.6K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.06% | $213,084 | 9.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $10M | 436.6K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.06% | $882,752 | 39.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.06% | $3M | 132.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 553.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.06% | $472,481 | 21.2K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.06% | $1M | 47.9K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 78.8K | Q4 2025OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.05% | $2M | 96.1K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.05% | $209,291 | 9.4K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.05% | $4M | 174.3K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.04% | $211,215 | 9.4K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.04% | $589,065 | 26.4K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.04% | $275,351 | 12.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $49,298 | 2.2K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 99.7K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.04% | $1M | 45.7K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 46.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $24M | 1.08M | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $896,615 | 40.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 206.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 119.0K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.04% | $132,392 | 5.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 210.6K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $259,142 | 11.6K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $215,424 | 9.6K | Q3 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.03% | $283,256 | 12.7K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $722,317 | 32.2K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 129.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $687,410 | 30.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $526,367 | 23.5K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $65,888 | 2.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $999,784 | 44.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $274,460 | 12.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 52.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $438,195 | 19.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 768.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $78M | 3.48M | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.02% | $69,477 | 3.1K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.02% | $132,976 | 5.9K | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $532,748 | 23.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $35,551 | 1.6K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 49.7K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $331,932 | 14.8K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.01% | $134,176 | 6.0K | Q4 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $261,269 | 11.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $803,785 | 35.9K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.01% | $22,747 | 1.0K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.01% | $268,680 | 12.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $775,889 | 34.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 48.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 462.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $607,381 | 27.2K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $322,214 | 14.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $438,283 | 19.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $521,329 | 23.3K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $17,039 | 761 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $842,177 | 37.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $574,975 | 25.7K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.01% | $22,390 | 1.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 98.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $296,710 | 13.2K | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $28,450 | 1.3K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $28,450 | 1.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $377,272 | 16.9K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $20,667 | 921 | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $11,374 | 508 | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $11,208 | 500 | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $208,317 | 9.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $557,017 | 24.9K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.01% | $16,949 | 757 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $338,251 | 15.1K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $58,055 | 2.6K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $25,475 | 1.1K | Q4 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $7,643 | 341 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 55.4K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $141M | 6.29M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 137.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $22,032 | 984 | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.00% | $4,478 | 200 | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $6,515 | 292 | Q2 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $358,113 | 16.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $786,732 | 35.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $241,275 | 10.8K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $669,827 | 29.9K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $9,414 | 420 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 103.3K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $32,197 | 1.4K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.00% | $4,523 | 202 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $11,195 | 500 | Q1 2026OLDER |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.00% | $4,724 | 211 | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $13,994 | 625 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $742,072 | 33.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $16,994 | 759 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $49M | 2.18M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $217,228 | 9.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $798,111 | 35.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 94.6K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $230,191 | 10.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 86.7K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $8,601 | 383 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 204.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $226,509 | 10.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $43,575 | 1.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $87,520 | 3.9K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $16,793 | 750 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $8,540 | 381 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $40M | 1.79M | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 57.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $46,461 | 2.1K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.00% | $2,578 | 115 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $993,670 | 44.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $66,238 | 3.0K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $30M | 1.35M | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $608,224 | 27.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 305.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $647,877 | 28.9K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $2,588 | 116 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $7,324 | 328 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $15,897 | 710 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $5,038 | 225 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 361.7K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $23,268 | 1.0K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $17,078 | 763 | Q2 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $28,222 | 1.3K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 123.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $468,623 | 20.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $39,048 | 1.7K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $1,646 | 73 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $483,424 | 21.6K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $2,398 | 107 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $761 | 34 | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $2,329 | 104 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $8,307 | 371 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $10,725 | 479 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 151.2K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $60,319 | 2.7K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 74.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $84,791 | 3.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 85.5K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $1,881 | 84 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $19,370 | 863 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 122.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $286,239 | 12.8K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $538 | 24 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $11,934 | 533 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $4,080 | 182 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $67,394 | 3.0K | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,519 | 157 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 59.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12M | 546.5K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $10,322 | 461 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $30,955 | 1.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $11,761 | 525 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $34,749 | 1.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $351,154 | 15.8K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $5,857 | 261 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $851,845 | 38.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $65,932 | 2.9K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,322 | 461 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $93,560 | 4.2K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $3,359 | 150 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $94 | 4 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $4,016 | 180 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $44,108 | 2.0K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $68 | 3 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $224 | 10 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $5,262 | 235 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $721 | 32 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $230,269 | 10.3K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $8,575 | 383 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $395,881 | 17.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $50 | 2 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $896 | 40 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $5,783 | 258 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $336 | 15 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $46,795 | 2.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $12,068 | 539 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $113 | 5 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $68 | 3 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $426 | 19 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $202 | 9 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.