SPDR SERIES TRUST
CUSIP 78464A839
Spdr Series Trust has 373 institutional holders in Filings Flow’s 13F database, together reporting 20.70M shares worth $1.8B as of Q1 2026. The largest reported holders are Northrock Partners, LLC, Wealth Enhancement Advisory Services, LLC, and Financial Engines Advisors L.L.C..
Institutional Holders
373
Q1 2026
Reported Value
$1.8B
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 |
|---|---|---|---|---|
| Marathon Mission, Inc.$200M AUM | 5.94% | $12M | 125.4K | Q2 2026 |
| Convergence Financial, LLC$943M AUM | 5.44% | $51M | 601.3K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 4.91% | $14M | 161.1K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 4.61% | $69M | 805.9K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 4.03% | $31M | 367.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 3.32% | $53M | 625.2K | Q2 2026 |
| Canandaigua National Trust Co of Florida$125M AUM | 3.23% | $4M | 47.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 3.21% | $36M | 421.0K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 2.84% | $34M | 354.7K | Q2 2026 |
| ERn Financial, LLC$532M AUM | 2.71% | $14M | 169.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 2.61% | $10M | 116.9K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 2.59% | $5M | 62.8K | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 2.33% | $10M | 102.0K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 2.15% | $78M | 918.3K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 1.94% | $2M | 26.6K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.90% | $19M | 218.9K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.88% | $3M | 31.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 1.84% | $114M | 1.34M | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 1.76% | $2M | 29.3K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 1.58% | $8M | 94.7K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 1.55% | $4M | 45.2K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 1.51% | $31M | 369.9K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 1.49% | $2M | 19.8K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.44% | $2M | 22.1K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 1.36% | $5M | 64.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.24% | $11M | 129.4K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 1.11% | $33M | 382.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 1.00% | $24M | 285.1K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.97% | $981,271 | 11.5K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.90% | $13M | 151.3K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 0.89% | $1M | 13.7K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.88% | $1M | 14.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.84% | $8M | 88.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.78% | $10M | 118.0K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.77% | $7M | 80.9K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.74% | $3M | 30.9K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.72% | $3M | 35.9K | Q2 2026 |
| Financial Guidance Group, Inc.$249M AUM | 0.69% | $2M | 20.3K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 0.64% | $4M | 40.7K | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.63% | $8M | 88.6K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.61% | $1M | 14.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.59% | $21M | 248.8K | Q1 2026OLDER |
| CULTIVAR CAPITAL, INC.$155M AUM | 0.59% | $911,509 | 9.6K | Q2 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.58% | $997,419 | 11.7K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.57% | $895,608 | 10.5K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 0.57% | $2M | 22.0K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.55% | $2M | 19.1K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.55% | $4M | 52.6K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.55% | $12M | 142.6K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.53% | $6M | 68.6K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.51% | $2M | 17.5K | Q2 2026 |
| Broadview Financial Management, LLC$146M AUM | 0.49% | $723,270 | 8.5K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.48% | $2M | 24.7K | Q2 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.48% | $2M | 25.6K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.48% | $1M | 12.8K | Q4 2025OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.47% | $2M | 23.1K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.46% | $2M | 20.2K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.46% | $3M | 36.3K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.44% | $82M | 960.6K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.42% | $1M | 15.1K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.41% | $996,429 | 11.7K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.41% | $6M | 73.3K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.40% | $3M | 30.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.39% | $60M | 369.0K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.37% | $764,988 | 9.0K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.37% | $1M | 16.9K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.36% | $3M | 35.4K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.36% | $2M | 18.3K | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.35% | $1M | 16.4K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.35% | $1M | 13.9K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.34% | $1M | 12.1K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.33% | $883,205 | 10.4K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.33% | $2M | 19.0K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 0.29% | $859,589 | 10.1K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.29% | $816,746 | 9.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.29% | $12M | 139.9K | Q4 2025OLDER |
| Breachway Investments LLC$104M AUM | 0.26% | $275,364 | 3.2K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.26% | $371,277 | 4.4K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.25% | $465,193 | 5.5K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.24% | $1M | 13.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.24% | $2M | 27.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.24% | $10M | 113.7K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.24% | $9M | 110.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.24% | $833,472 | 8.5K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.23% | $255,194 | 3.0K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.23% | $3M | 31.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.22% | $110M | 1.29M | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.22% | $551,326 | 6.5K | Q4 2025OLDER |
| Persium Advisors, LLC$127M AUM | 0.21% | $270,351 | 3.2K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.21% | $102M | 1.20M | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.21% | $3M | 32.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.21% | $917,978 | 10.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.21% | $6M | 65.1K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.20% | $2M | 19.2K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.20% | $1M | 17.3K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.20% | $288,062 | 3.4K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.20% | $663,122 | 7.8K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.20% | $477,181 | 5.6K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.20% | $750,499 | 7.9K | Q2 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.19% | $813,828 | 9.6K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.19% | $2M | 22.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.18% | $7M | 73.0K | Q2 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.18% | $3M | 37.5K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.18% | $1M | 15.4K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.17% | $442,942 | 5.2K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.17% | $1M | 11.8K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.17% | $2M | 23.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.17% | $3M | 31.5K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.17% | $388,628 | 4.6K | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.17% | $43M | 504.9K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.16% | $552,979 | 6.5K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.16% | $442,648 | 5.2K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.15% | $727,930 | 8.5K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.15% | $549,388 | 6.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.15% | $2M | 19.1K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.15% | $229,594 | 2.7K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.14% | $908,295 | 10.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.14% | $11M | 129.2K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.14% | $260,891 | 3.1K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.14% | $2M | 22.9K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.13% | $358,370 | 4.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.12% | $5M | 60.5K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.12% | $824,133 | 9.7K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.12% | $2M | 23.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.12% | $915,873 | 10.8K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.12% | $2M | 19.1K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.11% | $844,551 | 9.9K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.11% | $591,196 | 6.9K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.11% | $458,107 | 5.5K | Q3 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.11% | $2M | 23.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.11% | $2M | 27.1K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.11% | $360,348 | 4.2K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.10% | $204,615 | 2.4K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.10% | $817,694 | 9.6K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.10% | $329,020 | 3.9K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.10% | $406,185 | 4.8K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.10% | $544,875 | 6.4K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.10% | $385,922 | 4.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.10% | $901,118 | 10.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.10% | $176,171 | 2.1K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.10% | $1M | 15.4K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.10% | $348,434 | 4.1K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.09% | $247,261 | 2.9K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.09% | $262,262 | 3.1K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.09% | $1M | 17.0K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.09% | $4M | 44.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 44.3K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.09% | $243,073 | 2.9K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.08% | $646,189 | 7.6K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.08% | $250,109 | 3.0K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 46.2K | Q2 2026 |
| Balefire, LLC$613M AUM | 0.08% | $502,041 | 5.3K | Q2 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.08% | $710,337 | 7.5K | Q2 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 0.08% | $220,337 | 2.3K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 0.08% | $336,910 | 4.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.07% | $504,343 | 5.9K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.07% | $596,050 | 7.0K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.07% | $285,593 | 3.4K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.07% | $398,028 | 4.7K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.07% | $1M | 12.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.07% | $423,281 | 5.0K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.07% | $981,408 | 11.5K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.06% | $194,568 | 2.3K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.06% | $488,761 | 5.7K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.06% | $221,664 | 2.3K | Q2 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.06% | $414,700 | 4.9K | Q4 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.06% | $2M | 21.4K | Q1 2026OLDER |
| O'Keefe Stevens Advisory, Inc.$405M AUM | 0.06% | $249,064 | 2.9K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.06% | $94,001 | 1.1K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.06% | $206,829 | 2.4K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.06% | $660 | 7.8K | Q4 2025OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.05% | $390,583 | 4.6K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.05% | $226,583 | 2.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $633,883 | 6.7K | Q2 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.05% | $218,723 | 2.6K | Q3 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $481,524 | 5.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.05% | $479,905 | 5.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $17M | 198.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 47.5K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.04% | $84,146 | 988 | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.04% | $371,000 | 3.9K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $15M | 174.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.04% | $195,749 | 2.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $3M | 37.4K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.04% | $592,455 | 6.2K | Q2 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.04% | $219,663 | 2.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $8M | 93.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $35M | 410.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 31.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $564,970 | 6.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 22.6K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $349,255 | 4.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 19.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 38.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $727,422 | 8.5K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.03% | $289,085 | 3.4K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.03% | $65,279 | 767 | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.03% | $966,914 | 10.8K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.03% | $588,789 | 6.9K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.03% | $276,738 | 3.3K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.03% | $412,807 | 4.8K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $542,491 | 6.4K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.03% | $69,159 | 817 | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $258,090 | 3.0K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.03% | $258,154 | 3.1K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $26M | 308.3K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.03% | $200,874 | 2.4K | Q4 2025OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.03% | $323,315 | 3.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 27.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $89,560 | 1.1K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $18M | 206.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $518,537 | 6.1K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $347,242 | 4.1K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.02% | $361,346 | 4.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $92M | 1.08M | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $6M | 69.3K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.02% | $236,916 | 2.5K | Q2 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $38,488 | 452 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 40.6K | Q2 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $774,865 | 9.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $4M | 50.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $414,295 | 4.9K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.02% | $218,580 | 2.6K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $37,040 | 435 | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $341,948 | 4.0K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.02% | $435,202 | 5.1K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.02% | $26,397 | 310 | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.02% | $54,159 | 636 | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $262,371 | 3.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $774,879 | 9.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $488,761 | 5.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $342,408 | 4.0K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 14.4K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $145,096 | 1.7K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.02% | $218,868 | 2.6K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $267,799 | 3.4K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $484,561 | 5.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $188,759 | 2.2K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.02% | $28,100 | 330 | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $208,839 | 2.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $228,117 | 2.7K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.02% | $527,334 | 6.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 37.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $904,529 | 10.7K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $46,013 | 540 | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.02% | $23,618 | 249 | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $457,656 | 5.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 17.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $754,247 | 8.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $211,506 | 2.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 121.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $210,654 | 2.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $2M | 20.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 20.3K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $45,215 | 531 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $974,257 | 11.4K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $18,392 | 216 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 20.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $240,481 | 2.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 14.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 120.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $12 | 138 | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $216,451 | 2.5K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $1M | 12.0K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $17,516 | 210 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $22M | 268.2K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $678,820 | 8.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $33,379 | 392 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $205,233 | 2.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $610,594 | 7.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $242,713 | 2.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $450,358 | 5.3K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.01% | $14,901 | 175 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $235,948 | 2.8K | Q2 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $25,545 | 300 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $272,832 | 3.2K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 0.01% | $22,903 | 269 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 17.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $307,136 | 3.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 24.8K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $251,708 | 3.0K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $38M | 449.5K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $7,919 | 93 | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $320,675 | 3.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 15.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $509,287 | 6.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 49.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 19.8K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $117,507 | 1.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $816,612 | 9.6K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $285,390 | 3.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $215,518 | 2.5K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $92,784 | 1.1K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $15,467 | 182 | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.01% | $12,347 | 145 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $493,325 | 5.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $429,241 | 5.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $140,325 | 1.7K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $63,522 | 746 | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $488,676 | 5.7K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.00% | $94,176 | 1.1K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $220,202 | 2.6K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 57.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 12.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $23,331 | 274 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $253,691 | 3.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $25,074 | 294 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $228,968 | 2.5K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $12,235 | 145 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $199,251 | 2.3K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $70,870 | 747 | Q2 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $17,797 | 209 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 25.0K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $25,545 | 300 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $54M | 643.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $219,185 | 2.6K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 21.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 56.1K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $13,199 | 155 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $8,508 | 102 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 22.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $10,303 | 121 | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $3,491 | 41 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $188,284 | 2.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $301,182 | 3.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $41,306 | 485 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 80.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 50.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 14.1K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $21,713 | 255 | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $5,723 | 69 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $62,849 | 663 | Q2 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $18,989 | 223 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $23,610 | 277 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 29.7K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,406 | 40 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $10,984 | 129 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $18,715 | 220 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 41.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $324,336 | 3.8K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $15,497 | 182 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 77.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 14.7K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $10,644 | 125 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $4,825 | 57 | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $3,321 | 39 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $323,445 | 3.8K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $901,686 | 10.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $6,358 | 75 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $13,374 | 141 | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $18,733 | 220 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,703 | 20 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 48.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $10,029 | 120 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $186,053 | 2.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $30,084 | 355 | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $13,454 | 158 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $336,257 | 3.9K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $8,515 | 100 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 141.8K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $3,798 | 45 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 84.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,682 | 138 | Q4 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,213 | 26 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 48.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $205,893 | 2.4K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $49,302 | 579 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 52.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $117,592 | 1.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $3,420 | 41 | Q3 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $7,919 | 93 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $30,695 | 368 | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,918 | 23 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $14,198 | 166 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $2,466 | 26 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $206,061 | 2.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $2,385 | 28 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $204,245 | 2.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,872 | 116 | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $1,270 | 15 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $127,131 | 1.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 32.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,491 | 41 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,693 | 20 | Q4 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $1,295 | 15 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $33,091 | 389 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $900,461 | 10.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $161,700 | 1.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $45,044 | 529 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $38,262 | 452 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $51,431 | 604 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 12.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $266,931 | 3.2K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,788 | 21 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $78 | 1 | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.00% | $85 | 1 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $13,150 | 154 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $86 | 1 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $12,858 | 151 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $1,524 | 18 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $605,757 | 7.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $170 | 2 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $86 | 1 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $85 | 1 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1,100 | 13 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $170 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.