SEC 13F Intelligence

SPDR SERIES TRUST

CUSIP 78464A698

Spdr Series Trust has 502 institutional holders in Filings Flow’s 13F database, together reporting 112.91M shares worth $7.1B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Goldman Sachs Group Inc, and Citigroup Inc.

Institutional Holders
502
Q1 2026
Reported Value
$7.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 335Q4 ’18Q1 ’19: 323Q2 ’19: 303Q2 ’19Q3 ’19: 293Q2 ’21: 413Q2 ’21Q4 ’21: 451Q4 ’22: 404Q4 ’22Q4 ’25: 502Q1 ’26: 502Q1 ’26Q2 ’26: 26filingsflow.com
Total reported value
Q4 ’18: $61.5BQ4 ’18Q1 ’19: $224.7BQ2 ’19: $269.5BQ2 ’19Q3 ’19: $366.5BQ2 ’21: $210.1BQ2 ’21Q4 ’21: $134.2BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $5.5BQ1 ’26: $7.1BQ1 ’26Q2 ’26: $413Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Compass Rose Asset Management, LP$1.3B AUM32.78%$196M3.10MQ3 2025OLDER
Ursa Fund Management, LLC$108M AUM12.12%$13M200.0KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM9.96%$52M802.9KQ4 2025OLDER
Bayview Asset Management, LLC$260M AUM9.78%$25M390.0KQ1 2026OLDER
Rosenthal | Henry Capital Advisors, Inc.$102M AUM8.39%$9M131.6KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM5.02%$19M295.7KQ4 2025OLDER
Crake Asset Management LLP$2.9B AUM3.98%$114M1.75MQ1 2026OLDER
Trust Point Inc.$1.2B AUM3.55%$42M558.1KQ2 2026
NAN FUNG TRINITY (HK) Ltd$911M AUM3.36%$34M531.8KQ3 2025OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM3.36%$11M175.0KQ4 2025OLDER
Rokos Capital Management LLP$13.2B AUM3.01%$398M6.11MQ1 2026OLDER
Brick & Kyle, Associates$303M AUM2.83%$9M131.6KQ2 2026
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM2.55%$33M503.3KQ1 2026OLDER
Highlander Partners, L.P.$256M AUM2.55%$7M100.0KQ1 2026OLDER
Wealth High Governance Capital Ltda$333M AUM2.22%$12M183.1KQ4 2025OLDER
Members Advisory Group LLC$292M AUM2.11%$6M94.3KQ3 2025OLDER
AGAVE CAPITAL MANAGEMENT Ltd$622M AUM1.96%$12M190.1KQ1 2026OLDER
Carrera Capital Advisors$649M AUM1.95%$13M194.6KQ1 2026OLDER
Westview Management dba Westview Investment Advisors$192M AUM1.89%$4M55.7KQ1 2026OLDER
MKP Capital Management, L.L.C.$3.0B AUM1.72%$48M745.7KQ4 2025OLDER
Rhino Investment Partners, Inc$359M AUM1.65%$6M91.0KQ1 2026OLDER
Jain Global LLC$24.2B AUM1.63%$394M6.04MQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM1.28%$12M184.2KQ1 2026OLDER
SAM Advisors, LLC$319M AUM1.28%$4M62.9KQ1 2026OLDER
Lumbard & Kellner, LLC$289M AUM1.24%$4M54.7KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM1.22%$166M2.54MQ1 2026OLDER
Eldridge Investment Advisors, Inc.$456M AUM1.15%$5M80.7KQ1 2026OLDER
Edenbrook Capital, LLC$321M AUM1.08%$6M100.0KQ3 2025OLDER
IAM Advisory, LLC$446M AUM1.07%$5M73.0KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM1.05%$22M341.5KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.99%$84M1.29MQ1 2026OLDER
Parkside Investments, LLC$823M AUM0.97%$8M122.6KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.87%$4M62.5KQ4 2025OLDER
Banco BTG Pactual S.A.$1.1B AUM0.85%$10M150.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.85%$459M7.05MQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.82%$8M122.2KQ4 2025OLDER
Kentucky Farm Bureau Mutual Insurance Co$204M AUM0.80%$2M35.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.79%$490M7.51MQ1 2026OLDER
SWEENEY & MICHEL, LLC$340M AUM0.78%$3M38.4KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.78%$13M198.0KQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.78%$25M401.3KQ3 2025OLDER
Robinson Value Management, Ltd.$180M AUM0.77%$1M21.3KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.77%$2M23.7KQ4 2025OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.75%$2M32.6KQ3 2025OLDER
KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM0.74%$17M275.0KQ3 2025OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.74%$2M34.9KQ3 2025OLDER
SG Capital Management LLC$1.5B AUM0.74%$11M170.6KQ1 2026OLDER
FARMERS TRUST CO$637M AUM0.74%$5M72.0KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.72%$35M544.0KQ1 2026OLDER
ADAPT Investment Managers SA$7.6B AUM0.72%$97M1.50MQ4 2025OLDER
ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM0.69%$2M31.9KQ1 2026OLDER
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.67%$142M2.18MQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.67%$8M119.1KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.67%$7M103.5KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM0.67%$13M173.4KQ2 2026
VISIONARY HORIZONS, LLC$203M AUM0.65%$1M20.3KQ1 2026OLDER
Owl Creek Asset Management, L.P.$1.4B AUM0.64%$20M316.5KQ3 2025OLDER
Taylor & Morgan Wealth Management, LLC$175M AUM0.62%$1M16.8KQ1 2026OLDER
Appalachian Capital Management Ltd$125M AUM0.62%$775,45911.9KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM0.62%$31M469.3KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.61%$27M416.9KQ4 2025OLDER
Vanguard Capital Wealth Advisors$108M AUM0.60%$750,34811.6KQ4 2025OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.58%$9M138.4KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.58%$10M150.0KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.58%$1M16.1KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.57%$6M100.0KQ3 2025OLDER
Berkshire Money Management, Inc.$976M AUM0.56%$5M84.1KQ1 2026OLDER
Intrepid Financial Planning Group LLC$248M AUM0.53%$1M20.1KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.52%$4M61.9KQ1 2026OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.50%$2M37.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.50%$1.2B18.07MQ1 2026OLDER
Grandview Asset Management LLC$342M AUM0.50%$2M26.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.50%$382M5.87MQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.47%$865,04111.6KQ2 2026
Cane Capital Partners, LLC$229M AUM0.46%$1M16.3KQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.46%$1M15.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.45%$3M48.7KQ3 2025OLDER
Fosun International Ltd$399M AUM0.45%$2M27.4KQ1 2026OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.44%$652,80310.0KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.44%$9M141.3KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.42%$1.1B17.30MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.41%$53M815.8KQ4 2025OLDER
Sanchez Gaunt Capital Management, LLC$160M AUM0.41%$659,91810.1KQ1 2026OLDER
Consolidated Investment Group LLC$922M AUM0.41%$3M52.9KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.40%$57M873.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.40%$89M1.36MQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.39%$15M225.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.38%$52M800.0KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.37%$141M2.03MQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.37%$21M315.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.36%$153M2.35MQ1 2026OLDER
Arvest Bank Trust Division$1.8B AUM0.36%$6M102.3KQ3 2025OLDER
Horizon Family Wealth, Inc.$189M AUM0.35%$666,71410.2KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.35%$10M148.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.35%$54M821.7KQ1 2026OLDER
COWA, LLC$371M AUM0.34%$1M19.4KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.33%$3M46.0KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.32%$474,7507.5KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.32%$54M831.5KQ1 2026OLDER
Millennium Capital Advisors, LLC$162M AUM0.32%$513,4637.9KQ1 2026OLDER
Silphium Asset Management Ltd$264M AUM0.31%$828,57812.7KQ1 2026OLDER
NORTHLAND SECURITIES, INC.$105M AUM0.31%$328,2255.0KQ1 2026OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.31%$4M52.8KQ2 2026
Joseph P. Lucia & Associates, LLC$280M AUM0.29%$825,06012.7KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.29%$110M1.69MQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.29%$521,2008.0KQ1 2026OLDER
Prudent Man Advisors, LLC$334M AUM0.29%$958,42214.7KQ1 2026OLDER
COUNTRY CLUB BANK$1.7B AUM0.28%$5M75.0KQ3 2025OLDER
Intellus Advisors LLC$732M AUM0.28%$2M32.1KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.28%$664M10.19MQ1 2026OLDER
Vigilare Wealth Management$326M AUM0.28%$897,30212.0KQ2 2026
Avondale Wealth Management$203M AUM0.27%$557,0338.6KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.27%$61M966.6KQ3 2025OLDER
First American Bank$1.6B AUM0.27%$4M65.9KQ1 2026OLDER
FIRST INTERSTATE BANK$1.8B AUM0.26%$5M72.2KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.26%$355,8285.5KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.26%$23M1.11MQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.26%$2M30.0KQ4 2025OLDER
Carlson Capital, L.P.$318M AUM0.25%$689,97010.9KQ3 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.25%$8M117.3KQ1 2026OLDER
GUERRA PAN ADVISORS, LLC$162M AUM0.25%$405,1686.2KQ1 2026OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.25%$470,7127.1KQ4 2025OLDER
Great Hill Capital LLC$1.5B AUM0.25%$2M25.0KQ3 2025OLDER
Viewpoint Capital Management LLC$214M AUM0.24%$521,8528.0KQ1 2026OLDER
Ulysses Management LLC$802M AUM0.24%$2M30.0KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.24%$2M35.9KQ1 2026OLDER
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM0.24%$549,2808.4KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.23%$4M59.5KQ1 2026OLDER
Odyssey Capital Advisors, Inc.$112M AUM0.23%$260,4854.0KQ1 2026OLDER
Evansbrook LLC$150M AUM0.23%$344,6445.3KQ2 2026
Sage Capital Management, LLC$213M AUM0.23%$482,7377.4KQ1 2026OLDER
North Reef Capital Management LP$2.9B AUM0.22%$5M75.0KQ3 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.22%$15M233.8KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.22%$32M491.0KQ1 2026OLDER
Shepherd Financial Partners LLC$1.1B AUM0.22%$2M35.0KQ1 2026OLDER
Providence First Trust Co$284M AUM0.21%$605,5699.3KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.21%$1M22.4KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.21%$1M20.8KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.21%$733,58911.3KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.21%$29M443.6KQ1 2026OLDER
Wealth Forward, LLC$177M AUM0.20%$353,0485.4KQ1 2026OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.20%$283,4074.3KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.20%$336,3045.2KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.19%$2M23.9KQ1 2026OLDER
Maxele Advisors, LLC$123M AUM0.19%$230,1153.6KQ4 2025OLDER
NOVEM GROUP$873M AUM0.19%$2M25.0KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.19%$3M47.8KQ3 2025OLDER
ALEXANDER LABRUNERIE & CO., INC.$267M AUM0.18%$487,6467.5KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.18%$3M42.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.18%$1.6B24.82MQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.18%$276,2644.2KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.18%$1M22.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.18%$1.5B23.75MQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.18%$1M21.9KQ1 2026OLDER
Benchmark Investment Advisors LLC$172M AUM0.17%$298,8204.7KQ3 2025OLDER
First Bancorp, Inc /ME/$201M AUM0.17%$346,5995.3KQ1 2026OLDER
Value Investment Professionals, LLC$119M AUM0.17%$202,0952.7KQ2 2026
HOLDERNESS INVESTMENTS CO$498M AUM0.17%$839,45812.9KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.17%$245,2773.8KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.17%$30M465.7KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.17%$2M24.3KQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.16%$377,0005.8KQ4 2025OLDER
Samalin Investment Counsel, LLC$282M AUM0.16%$453,8187.0KQ1 2026OLDER
KG Capital Management$139M AUM0.16%$223,4283.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.16%$95M1.47MQ1 2026OLDER
NVWM, LLC$449M AUM0.15%$667,00610.2KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.15%$360,6725.5KQ1 2026OLDER
Warner Group LLC$153M AUM0.15%$223,1393.4KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.14%$1M20.8KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.14%$12M190.4KQ1 2026OLDER
Bravera Wealth$222M AUM0.14%$312,5254.8KQ1 2026OLDER
Carl P. Sherr & Co., LLC$213M AUM0.14%$293,2404.5KQ1 2026OLDER
LJI Wealth Management, LLC$626M AUM0.14%$862,52013.2KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.14%$10M160.0KQ1 2026OLDER
Pinnacle Family Advisors, LLC$213M AUM0.14%$310,7644.8KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.14%$281M2.23MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.13%$164M2.51MQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.13%$225,8223.0KQ2 2026
Carnegie Investment Counsel$5.1B AUM0.12%$6M94.5KQ1 2026OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.12%$214,7893.3KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.12%$350,4785.4KQ1 2026OLDER
GENDELL JEFFREY L$7.3B AUM0.12%$6M100.0KQ3 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.11%$2M29.2KQ1 2026OLDER
Slate Path Capital LP$6.7B AUM0.11%$8M130.0KQ4 2025OLDER
Institute for Wealth Management, LLC.$938M AUM0.11%$1M16.3KQ1 2026OLDER
Cordoba Advisory Partners LLC$362M AUM0.11%$410,0616.4KQ1 2026OLDER
Global Wealth Management, LLC$183M AUM0.11%$215,7453.4KQ3 2025OLDER
CITY HOLDING CO$800M AUM0.11%$895,27613.7KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.11%$992,69115.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.11%$689M10.57MQ1 2026OLDER
Detalus Advisors, LLC$438M AUM0.11%$482,1107.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.11%$94M1.44MQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.11%$28M425.8KQ4 2025OLDER
Financial Symmetry Inc$281M AUM0.11%$302,5084.3KQ1 2026OLDER
Blue Sky Capital Consultants Group, Inc.$210M AUM0.11%$222,6183.4KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.10%$470,1327.3KQ4 2025OLDER
Harbour Trust & Investment Management Co$943M AUM0.10%$975,29515.0KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.10%$4M59.2KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.10%$11M162.0KQ1 2026OLDER
Spinnaker Investment Group, LLC$491M AUM0.10%$535,8358.5KQ3 2025OLDER
Fort Point Capital Partners LLC$825M AUM0.10%$828,25212.7KQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.10%$298,1394.6KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.10%$456,0247.0KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.10%$3M40.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.10%$761M11.69MQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.10%$2M31.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.10%$637M9.77MQ1 2026OLDER
HEADINVEST, LLC$488M AUM0.09%$458,9827.0KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.09%$1M17.8KQ2 2026
Governors Lane LP$1.6B AUM0.09%$1M22.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.09%$2M26.9KQ1 2026OLDER
BigSur Wealth Management LLC$356M AUM0.09%$325,7505.0KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.09%$695,99710.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.09%$3M40.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.09%$377M5.78MQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.09%$2M25.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.09%$11M173.3KQ1 2026OLDER
Galaxy Digital Inc.$1.2B AUM0.09%$1M15.8KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.09%$3M45.0KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.09%$333,0795.1KQ1 2026OLDER
Accel Wealth Management$383M AUM0.09%$316,9484.9KQ4 2025OLDER
Bluesphere Advisors LLC$281M AUM0.08%$237,1463.6KQ1 2026OLDER
Bramshill Investments, LLC$1.2B AUM0.08%$977,25015.0KQ1 2026OLDER
SOL Capital Management CO$206M AUM0.08%$92614.3KQ4 2025OLDER
Quantum Portfolio Management LLC$230M AUM0.08%$278,9004.4KQ3 2025OLDER
CenterStar Asset Management, LLC$797M AUM0.08%$287,9124.4KQ4 2025OLDER
Quintet Private Bank (Europe) S.A.$1.5B AUM0.08%$1M18.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.08%$3M50.0KQ1 2026OLDER
Lion Street Advisors, LLC$289M AUM0.08%$227,1243.2KQ3 2025OLDER
III Capital Management$344M AUM0.08%$316,5005.0KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.08%$53M809.7KQ1 2026OLDER
Sovereign Investment Advisors, LLC$472M AUM0.07%$353,3745.4KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.07%$313,8425.0KQ3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.07%$43M653.8KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.07%$4M59.0KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.07%$241,3923.2KQ2 2026
SPC Financial, Inc.$1.3B AUM0.07%$924,18014.6KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$24M375.2KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.07%$99M1.56MQ3 2025OLDER
GFS Advisors, LLC$1.6B AUM0.07%$557,0408.8KQ3 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.07%$2M32.0KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.07%$367,1465.6KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.07%$26M404.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.07%$366M5.62MQ2 2026
ABLE Financial Group, LLC$511M AUM0.07%$335,9755.2KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.07%$3M39.9KQ4 2025OLDER
Sculptor Capital LP$9.6B AUM0.07%$7M100.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.07%$3M42.4KQ4 2025OLDER
Vectors Research Management, LLC$342M AUM0.07%$226,7223.5KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.07%$404,3866.2KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.07%$175,9512.7KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.06%$400,3476.1KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.06%$586,6619.0KQ1 2026OLDER
PenderFund Capital Management Ltd.$639M AUM0.06%$379,8006.0KQ3 2025OLDER
Horrell Capital Management, Inc.$219M AUM0.06%$138,0532.1KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.06%$4M58.8KQ1 2026OLDER
Gradient Capital Advisors, LLC$386M AUM0.06%$239,7453.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.06%$737,53811.4KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.06%$33M505.6KQ1 2026OLDER
Pitcairn Wealth Advisors LLC$1.1B AUM0.06%$648,10010.0KQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM0.06%$544,3808.6KQ3 2025OLDER
Benchmark Financial Wealth Advisors, LLC$361M AUM0.06%$205,1853.2KQ4 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.06%$11M167.8KQ4 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.06%$353,9605.4KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.06%$1M17.9KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.06%$356,4555.5KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.05%$501,6557.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.05%$902M13.92MQ1 2026OLDER
Madison Wealth Partners, Inc$627M AUM0.05%$269,4144.3KQ3 2025OLDER
MGB Wealth Management, LLC$350M AUM0.05%$184,8222.9KQ4 2025OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.05%$720,00311.1KQ1 2026OLDER
Next Level Private LLC$511M AUM0.05%$267,0483.6KQ2 2026
E&G Advisors, LP$449M AUM0.05%$233,2373.6KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.05%$15M227.6KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.05%$7M111.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$49M761.8KQ4 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.05%$913,07714.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M22.0KQ4 2025OLDER
Integrated Advisors Network LLC$1.9B AUM0.05%$888,99913.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.05%$3M44.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.05%$3M53.1KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.04%$1M18.0KQ1 2026OLDER
Advantage Trust Co$223M AUM0.04%$97,7251.5KQ1 2026OLDER
Global Endowment Management, LP$896M AUM0.04%$391,0006.0KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.04%$3M44.9KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.04%$2M28.4KQ1 2026OLDER
Kraft, Davis & Associates, LLC$479M AUM0.04%$202,2182.8KQ2 2026
FIL Ltd$128.7B AUM0.04%$54M834.3KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.04%$433,8346.7KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.04%$6M85.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.04%$550,1918.4KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.04%$113,2761.5KQ2 2026
Berger Financial Group, Inc$1.8B AUM0.04%$723,99011.1KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.04%$87,5081.4KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$39M603.3KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.04%$1M22.0KQ1 2026OLDER
Private Capital Management, LLC$1.0B AUM0.04%$390,5746.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.04%$839,34313.0KQ4 2025OLDER
Polar Capital Holdings Plc$28.2B AUM0.04%$10M150.0KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.04%$4M55.1KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.04%$2M24.5KQ4 2025OLDER
Sovereign Financial Group, Inc.$576M AUM0.04%$203,7633.1KQ4 2025OLDER
One Capital Management, LLC$3.6B AUM0.04%$1M19.6KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.03%$38,930615Q3 2025OLDER
WESBANCO BANK INC$3.6B AUM0.03%$1M18.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.03%$933,66114.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.03%$3M41.7KQ4 2025OLDER
Missouri Trust & Investment Co$341M AUM0.03%$112,3841.7KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.03%$308,3344.7KQ1 2026OLDER
Cascade Financial Partners, LLC$970M AUM0.03%$313,5674.8KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.03%$584,2659.0KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.03%$2M25.0KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.03%$651,50010.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.03%$651,50010.0KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.03%$434,2276.7KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.03%$2M29.6KQ1 2026OLDER
City State Bank$385M AUM0.03%$117,2701.8KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.03%$279,9144.3KQ4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.03%$36M554.7KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$263,3223.5KQ2 2026
MCDANIEL TERRY & CO$1.2B AUM0.03%$356,8855.6KQ3 2025OLDER
Twin Tree Management, LP$4.7B AUM0.03%$1M20.8KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.03%$1M20.1KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.03%$618,8219.8KQ3 2025OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.03%$345,8835.3KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.03%$2M37.2KQ3 2025OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.03%$416,4396.4KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$695,99710.7KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.03%$267,5064.1KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.03%$3M45.0KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.02%$142M2.18MQ1 2026OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.02%$421,4756.5KQ1 2026OLDER
Longview Financial Advisors LLC$184M AUM0.02%$45,605700Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M89.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.02%$1M15.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.02%$11M175.0KQ4 2025OLDER
Apexium Financial, LP$2.1B AUM0.02%$488,8217.7KQ3 2025OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.02%$619,3819.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.02%$88M1.36MQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.02%$343,2065.1KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.02%$144,6332.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.02%$14M217.2KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.02%$313,1794.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$311M4.77MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$41M638.6KQ4 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.02%$39,090600Q1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.02%$725,47111.4KQ1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.02%$60M927.1KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.02%$277,3224.3KQ4 2025OLDER
Independence Bank of Kentucky$789M AUM0.02%$173,6252.7KQ1 2026OLDER
Evolution Wealth Advisors, LLC$981M AUM0.02%$214,9953.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.02%$16M247.8KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.02%$301,8394.6KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$299,2644.0KQ2 2026
Future Financial Wealth Managment LLC$155M AUM0.02%$33,612531Q3 2025OLDER
XML Financial, LLC$1.2B AUM0.02%$261,2834.0KQ1 2026OLDER
Key FInancial Inc$562M AUM0.02%$118,2471.8KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.02%$545,8088.4KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$904,82413.9KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.02%$144,3072.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.02%$4M58.7KQ1 2026OLDER
Simmons Bank$1.5B AUM0.02%$305,8174.7KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.02%$3M43.3KQ1 2026OLDER
LBMC INVESTMENT ADVISORS, LLC$1.6B AUM0.02%$325,7505.0KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.02%$286,7794.4KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.02%$70,3381.1KQ4 2025OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$11M176.1KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$835,96312.8KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.02%$2M26.0KQ4 2025OLDER
Trilogy Capital Inc.$2.6B AUM0.02%$434,1906.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.02%$18M273.0KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$550,3708.4KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$257,0173.9KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$961,05212.8KQ2 2026
WEST PACES ADVISORS INC.$516M AUM0.02%$93,8161.4KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.02%$1M22.1KQ1 2026OLDER
Provident Wealth Management, LLC$331M AUM0.02%$58,635900Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.02%$10M152.6KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$305,4234.7KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$2M34.4KQ1 2026OLDER
CARDIFF PARK ADVISORS, LLC$1.3B AUM0.02%$212,2913.3KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.02%$2M23.9KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.02%$9M140.0KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.02%$2M25.0KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.02%$37,980600Q3 2025OLDER
Willis Johnson & Associates, Inc.$1.7B AUM0.02%$270,6764.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$583,2909.0KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.02%$702,83810.8KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$2513.9KQ4 2025OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.02%$288,4844.4KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.01%$239,5813.8KQ3 2025OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$237,2263.6KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$554,3158.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$208,7453.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M141.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$16M239.5KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$385,1355.9KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$529,9517.8KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.01%$35,564546Q1 2026OLDER
PFG Advisors$2.1B AUM0.01%$281,1224.3KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$353,3415.6KQ3 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.01%$244,8613.8KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.01%$26,700400Q1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.01%$36,777581Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$4M56.9KQ1 2026OLDER
Symmetry Partners, LLC$1.8B AUM0.01%$231,2833.5KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.01%$3M41.0KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$374,2165.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$2M27.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$632,3469.7KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.01%$33,943521Q1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.01%$226,7223.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$40M620.8KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.01%$440,6466.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$426,0616.6KQ4 2025OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.01%$348,2275.3KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$779,64712.3KQ3 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$153,7922.4KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$447,7766.9KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.01%$115,6411.8KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$53,423820Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$998,31215.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M35.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.01%$3M53.6KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$17,591270Q1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$5M73.3KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.01%$225,0933.5KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$62,544960Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$9M141.7KQ4 2025OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.01%$2M25.8KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$896,87513.8KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$227,3743.6KQ3 2025OLDER
Mizuho Markets Cayman LP$1.9B AUM0.01%$116,1561.8KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.01%$2M23.8KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$208,6883.2KQ4 2025OLDER
NICOLET BANKSHARES INC$2.7B AUM0.01%$260,6004.0KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.01%$25,130397Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$9M133.9KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M23.0KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.01%$27,544425Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$100,5921.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M15.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$6M95.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M61.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$36M547.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$465,5327.2KQ4 2025OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.01%$453,2287.2KQ3 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$8,998139Q4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$403,0836.2KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$200,1453.1KQ2 2026
Sigma Planning Corp$3.6B AUM0.01%$272,7294.2KQ4 2025OLDER
DT Investment Partners, LLC$1.2B AUM0.01%$90,7341.4KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M77.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$426,9036.6KQ4 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$18,357290Q3 2025OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.01%$35,448560Q3 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$311,0524.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M55.8KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$474,4547.3KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.01%$101,7001.6KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$3M49.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$609,5499.4KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$296,5544.6KQ4 2025OLDER
ADIRONDACK TRUST CO$298M AUM0.01%$19,545300Q1 2026OLDER
United Community Bank$300M AUM0.01%$19,154294Q1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$464,7607.1KQ1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.01%$14,333220Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.01%$11M162.2KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$355,7845.5KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.01%$32,575500Q1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$7,361113Q1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$19,545300Q1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.01%$13,737211Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M16.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$1M21.8KQ1 2026OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.01%$18,60020.0KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$327,6395.0KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$939,59314.4KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.01%$14M215.2KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$223,5393.2KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$7,167110Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$419,9246.6KQ3 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$203,1933.2KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M52.9KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$101,5571.6KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$262,6854.0KQ2 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$2M28.6KQ4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$232,1953.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$60,646931Q1 2026OLDER
Midwest Trust Co$8.0B AUM0.00%$372,2025.7KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$378,9785.8KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$335,3645.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$382,1855.9KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M257.7KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$7M110.2KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.00%$267,1154.1KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.00%$6,515100Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$3M41.6KQ1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.00%$12,962200Q4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$64,0601.0KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.