CWBSPDR SERIES TRUST
CUSIP 78464A359 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (CWB) has 523 institutional holders in Filings Flow’s 13F database, together reporting 28.51M shares worth $2.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
523
Q1 2026
Reported Value
$2.4B
Ticker
CWB
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| One Wealth Map LLC$213M AUM | 17.78% | $38M | 371.5K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 12.42% | $48M | 522.9K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 7.87% | $21M | 238.0K | Q4 2025OLDER |
| William Mack & Associates, Inc.$175M AUM | 6.22% | $11M | 118.9K | Q1 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 6.15% | $10M | 104.7K | Q1 2026 |
| Anderson Financial Strategies, LLC$182M AUM | 5.51% | $10M | 96.5K | Q1 2026 |
| Finward Bancorp$125M AUM | 5.13% | $6M | 70.1K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 4.10% | $13M | 141.1K | Q4 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 4.04% | $9M | 96.5K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 4.02% | $5M | 50.9K | Q1 2026 |
| Guardian Capital, LLC$105M AUM | 3.91% | $4M | 44.7K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 3.57% | $7M | 72.4K | Q1 2026 |
| David J Yvars Group$212M AUM | 3.20% | $6M | 62.6K | Q1 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 3.18% | $5M | 56.6K | Q1 2026 |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 2.91% | $8M | 85.6K | Q1 2026 |
| Graetz Wealth LLC$112M AUM | 2.81% | $3M | 34.4K | Q1 2026 |
| Emissary Wealth LLC$107M AUM | 2.65% | $3M | 30.9K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 2.49% | $22M | 237.1K | Q1 2026 |
| HMS Capital Management, LLC$259M AUM | 2.36% | $6M | 66.8K | Q1 2026 |
| Hudson Portfolio Management LLC$119M AUM | 2.29% | $3M | 29.6K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 2.23% | $8M | 86.4K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 2.21% | $4M | 39.9K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 2.15% | $9M | 100.3K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 2.14% | $10M | 105.1K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 2.14% | $5M | 49.7K | Q1 2026 |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 2.11% | $3M | 32.0K | Q1 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 2.02% | $2M | 25.2K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 1.88% | $21M | 230.1K | Q1 2026 |
| Yorktown Management & Research Co Inc$120M AUM | 1.76% | $2M | 23.0K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 1.69% | $11M | 125.2K | Q1 2026 |
| Sentinel Advisory Group, LLC$205M AUM | 1.68% | $3M | 37.7K | Q1 2026 |
| AXS Investments LLC$290M AUM | 1.55% | $5M | 50.5K | Q1 2026 |
| Petix & Botte Co$449M AUM | 1.45% | $7M | 71.1K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 1.38% | $17M | 186.5K | Q1 2026 |
| Aletheian Wealth Advisors LLC$234M AUM | 1.36% | $3M | 30.4K | Q1 2026 |
| Parsonex Advisory Services, Inc.$102M AUM | 1.34% | $2M | 21.8K | Q4 2025OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 1.30% | $3M | 29.1K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.28% | $6M | 68.1K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 1.21% | $1M | 13.6K | Q1 2026 |
| Mount Lucas Management LP$271M AUM | 1.17% | $3M | 34.8K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 1.14% | $2M | 23.4K | Q1 2026 |
| TFG Advisers LLC$292M AUM | 1.08% | $3M | 38.2K | Q2 2025OLDER |
| HF Advisory Group, LLC$323M AUM | 1.06% | $3M | 34.1K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.04% | $1M | 14.3K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.98% | $9M | 97.4K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.95% | $3M | 30.2K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.94% | $1M | 12.7K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.92% | $10M | 112.4K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.90% | $5M | 54.4K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.89% | $2M | 23.2K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.86% | $1M | 15.6K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.84% | $23M | 255.8K | Q4 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.84% | $4M | 38.9K | Q1 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.82% | $1M | 15.2K | Q4 2025OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.81% | $2M | 26.6K | Q1 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.79% | $1M | 12.5K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.79% | $2M | 21.8K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.79% | $2M | 24.0K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.77% | $7M | 79.8K | Q1 2026 |
| Targeted Financial Services LLC$122M AUM | 0.77% | $937,165 | 10.2K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 0.76% | $2M | 19.3K | Q1 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.70% | $988,071 | 10.8K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.68% | $1M | 14.7K | Q1 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 0.67% | $774,427 | 8.5K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.67% | $10M | 105.8K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 0.64% | $17M | 180.6K | Q1 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.64% | $808,828 | 8.8K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.63% | $1M | 11.1K | Q1 2026 |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.62% | $1M | 11.4K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.62% | $3M | 30.2K | Q4 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.61% | $3M | 30.7K | Q1 2026 |
| CIM, LLC$692M AUM | 0.58% | $4M | 43.5K | Q1 2026 |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.57% | $3M | 36.6K | Q3 2025OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.57% | $927,281 | 10.1K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 0.56% | $632,134 | 6.9K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.56% | $2M | 17.0K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.53% | $12M | 129.4K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.52% | $3M | 30.2K | Q3 2025OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.52% | $869,440 | 9.5K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.52% | $935,426 | 10.2K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 0.47% | $1M | 12.2K | Q1 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.47% | $674,960 | 7.4K | Q1 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.47% | $2M | 19.7K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.47% | $709,966 | 7.8K | Q1 2026 |
| AlphaCentric Advisors LLC$100M AUM | 0.47% | $466,111 | 5.1K | Q1 2026 |
| Manske Wealth Management$357M AUM | 0.45% | $2M | 17.5K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.44% | $8M | 89.7K | Q3 2025OLDER |
| NVWM, LLC$449M AUM | 0.43% | $2M | 21.3K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.41% | $2M | 16.5K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.41% | $5M | 51.2K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.40% | $8M | 93.1K | Q4 2025OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 0.40% | $469,040 | 5.1K | Q1 2026 |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.40% | $2M | 19.0K | Q1 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.39% | $454,397 | 5.0K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 0.38% | $526,094 | 5.7K | Q1 2026 |
| Towerpoint Wealth, LLC$289M AUM | 0.38% | $932,377 | 10.2K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.36% | $4M | 44.1K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 0.35% | $2M | 20.8K | Q1 2026 |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.33% | $377,978 | 4.1K | Q1 2026 |
| Dorsey Wright & Associates$807M AUM | 0.33% | $3M | 29.3K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.33% | $2M | 21.8K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.32% | $574,809 | 6.3K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.31% | $597,900 | 6.5K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.31% | $1M | 12.0K | Q1 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.31% | $598,175 | 6.5K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.30% | $4M | 37.8K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.29% | $3M | 37.8K | Q1 2026 |
| Client First Investment Management LLC$237M AUM | 0.29% | $577,571 | 6.4K | Q3 2025OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.29% | $2M | 23.9K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.29% | $34M | 374.5K | Q1 2026 |
| Aristides Capital LLC$462M AUM | 0.29% | $2M | 18.2K | Q4 2025OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.27% | $462,460 | 5.1K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.27% | $12M | 133.9K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.26% | $1M | 13.8K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.26% | $3M | 35.5K | Q1 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.26% | $952,449 | 10.4K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.25% | $356,554 | 3.9K | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 0.25% | $886,268 | 9.5K | Q1 2026 |
| Bigelow Investment Advisors, LLC$250M AUM | 0.24% | $610,988 | 6.7K | Q1 2026 |
| WFA Asset Management Corp$184M AUM | 0.24% | $446,648 | 5.8K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.24% | $2M | 17.1K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.24% | $1M | 11.9K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.24% | $346,403 | 3.8K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.24% | $1M | 13.5K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.22% | $4M | 42.5K | Q1 2026 |
| BURNS J W & CO INC/NY$959M AUM | 0.22% | $2M | 21.2K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.22% | $598,084 | 6.5K | Q1 2026 |
| Traub Capital Management LLC$101M AUM | 0.21% | $216,476 | 2.4K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.21% | $3M | 37.9K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.20% | $2M | 22.8K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.20% | $1M | 11.6K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.20% | $1M | 12.4K | Q1 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.20% | $309,338 | 3.4K | Q1 2026 |
| PW Nova Financial Services LLC$399M AUM | 0.19% | $771,239 | 8.4K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.19% | $1M | 14.5K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.19% | $1M | 12.1K | Q4 2025OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.19% | $200,154 | 2.2K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.19% | $2M | 19.2K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.19% | $266,165 | 3.2K | Q2 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.18% | $2M | 17.3K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.17% | $280,135 | 3.1K | Q1 2026 |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.17% | $490,068 | 5.4K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.17% | $2M | 19.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.16% | $12M | 130.5K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.16% | $7M | 74.3K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.16% | $77M | 843.0K | Q1 2026 |
| BAM Wealth Management, LLC$134M AUM | 0.15% | $201,435 | 2.2K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.15% | $843,723 | 9.2K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.15% | $12M | 132.1K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.14% | $12M | 131.4K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.14% | $570,196 | 5.8K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.14% | $2M | 23.6K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.14% | $2M | 19.9K | Q1 2026 |
| SELDON CAPITAL LP$272M AUM | 0.14% | $372,303 | 4.1K | Q1 2026 |
| BANK OF STOCKTON$323M AUM | 0.13% | $430,144 | 4.7K | Q1 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.13% | $2M | 18.7K | Q1 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.13% | $353,222 | 3.9K | Q3 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.13% | $2M | 18.5K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.13% | $855,828 | 9.4K | Q1 2026 |
| 93 Financial Group, LLC$224M AUM | 0.13% | $283,926 | 3.1K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.13% | $366,080 | 4.0K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.13% | $3M | 31.0K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 0.13% | $274,503 | 3.0K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.13% | $1M | 12.8K | Q4 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.12% | $1M | 11.4K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.12% | $893,801 | 8.9K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.12% | $16M | 169.5K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.12% | $1M | 11.5K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.12% | $2M | 27.0K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.12% | $213,333 | 2.3K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 0.12% | $415,958 | 4.5K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.11% | $4M | 43.6K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 0.11% | $877,484 | 9.6K | Q1 2026 |
| Granite FO LLC$189M AUM | 0.11% | $203,177 | 2.3K | Q4 2025OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.11% | $3M | 30.4K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.11% | $284,078 | 3.1K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.10% | $3M | 31.6K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.10% | $340,637 | 3.7K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.10% | $680,268 | 7.4K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.10% | $866,357 | 9.6K | Q3 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.10% | $342,241 | 3.7K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.10% | $1M | 11.7K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.10% | $683,929 | 7.5K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $4M | 43.5K | Q1 2026 |
| Trifecta Capital Advisors, LLC$646M AUM | 0.10% | $625,540 | 6.8K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.10% | $513,378 | 5.6K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.10% | $414,952 | 4.5K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.09% | $236,322 | 2.6K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.09% | $822,671 | 9.0K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.09% | $382,554 | 4.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $2M | 25.8K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 40.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.08% | $7M | 74.8K | Q4 2025OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.08% | $881,275 | 9.6K | Q1 2026 |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.08% | $308,422 | 3.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 43.8K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 15.4K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 0.08% | $981,552 | 10.7K | Q1 2026 |
| Horan Securities, Inc.$284M AUM | 0.08% | $225,353 | 2.7K | Q2 2025OLDER |
| EFG International AG$4.7B AUM | 0.08% | $4M | 40.5K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.08% | $215,685 | 2.4K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.08% | $284,170 | 3.1K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.08% | $226,970 | 2.5K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 14.7K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 0.08% | $386,214 | 4.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.08% | $5M | 51.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.07% | $3M | 39.4K | Q2 2025OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.07% | $151,322 | 1.7K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.07% | $4M | 47.9K | Q2 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.07% | $314,554 | 3.4K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.07% | $479,565 | 5.2K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $542,828 | 6.6K | Q2 2025OLDER |
| Westmount Partners, LLC$457M AUM | 0.07% | $270,410 | 3.0K | Q1 2026 |
| Quarry LP$558M AUM | 0.07% | $370,656 | 4.0K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.07% | $237,677 | 2.6K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.07% | $757,152 | 8.3K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.07% | $2M | 17.1K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.07% | $12M | 129.8K | Q1 2026 |
| Court Place Advisors, LLC$332M AUM | 0.07% | $217,200 | 2.4K | Q3 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.06% | $449,698 | 4.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $103M | 1.12M | Q1 2026 |
| Balefire, LLC$613M AUM | 0.06% | $329,289 | 3.6K | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.06% | $73,216 | 800 | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.06% | $639,816 | 7.0K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.06% | $377,426 | 4.6K | Q2 2025OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 0.06% | $494,041 | 5.4K | Q1 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.06% | $380,616 | 4.3K | Q4 2025OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.06% | $391,156 | 4.3K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.06% | $90,500 | 1.0K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.06% | $173,773 | 1.9K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $2M | 26.2K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.05% | $118,646 | 1.3K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.05% | $1M | 12.1K | Q3 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.05% | $231,861 | 2.6K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $5M | 52.4K | Q1 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.05% | $1M | 16.4K | Q2 2025OLDER |
| CPC Advisors, LLC$617M AUM | 0.05% | $309,704 | 3.4K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.05% | $2M | 19.9K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.05% | $445,754 | 4.5K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $128,586 | 1.4K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.05% | $494,300 | 5.4K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.05% | $890,490 | 9.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $1M | 15.6K | Q1 2026 |
| BAYBAN$115M AUM | 0.05% | $54,912 | 600 | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.05% | $384,626 | 4.2K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.05% | $399,851 | 4.4K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $333,865 | 3.6K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $204,791 | 2.5K | Q2 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.05% | $50,804 | 555 | Q1 2026 |
| M. Kulyk & Associates, LLC$536M AUM | 0.05% | $244,724 | 2.7K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.05% | $165,320 | 2.0K | Q2 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.04% | $1M | 17.1K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.04% | $56,925 | 629 | Q3 2025OLDER |
| United Community Bank$300M AUM | 0.04% | $128,769 | 1.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 91.7K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.04% | $475,098 | 5.2K | Q1 2026 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.04% | $1M | 13.6K | Q4 2025OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $207,757 | 2.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $69M | 754.0K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.04% | $265,091 | 3.2K | Q2 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.04% | $293,596 | 3.2K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.04% | $504,458 | 5.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $815,354 | 6.4K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $548,479 | 6.0K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $1M | 13.5K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.03% | $331,728 | 3.6K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.03% | $938,813 | 10.3K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $842,350 | 9.2K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.03% | $883,992 | 9.7K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.03% | $135,750 | 1.5K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 18.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 23.9K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $2M | 16.5K | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 0.03% | $462,365 | 5.1K | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $426,332 | 4.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $865,295 | 9.5K | Q1 2026 |
| UNION SAVINGS BANK$228M AUM | 0.03% | $69,921 | 764 | Q1 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.03% | $205,920 | 2.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $114M | 1.25M | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.03% | $147,675 | 1.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $15M | 156.4K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.03% | $453,939 | 5.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $555,005 | 6.0K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $366,080 | 4.0K | Q1 2026 |
| Robbins Farley$226M AUM | 0.03% | $65,620 | 717 | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.03% | $59,929 | 725 | Q2 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.03% | $97,538 | 1.1K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.03% | $208,940 | 2.3K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 13.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 65.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $399,748 | 4.3K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $306,409 | 3.3K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.03% | $4M | 42.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $20M | 214.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $306,134 | 3.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $978,563 | 10.7K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $352,993 | 3.9K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.03% | $99,574 | 1.1K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.03% | $639,725 | 7.0K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.03% | $640,145 | 7.0K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $91,520 | 1.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $19M | 209.4K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $247,880 | 2.7K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $137M | 1.49M | Q1 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.03% | $26,239 | 287 | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $634,412 | 6.9K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $774,992 | 8.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 95.6K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.02% | $64,062 | 775 | Q2 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $366,080 | 4.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 15.1K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $611,079 | 6.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 16.0K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 14.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 33.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 21.9K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.02% | $565,319 | 6.2K | Q1 2026 |
| Invst, LLC$886M AUM | 0.02% | $208,762 | 2.3K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $486,578 | 5.3K | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 0.02% | $273,096 | 3.0K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $225,409 | 2.5K | Q4 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $294,360 | 3.3K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 21.2K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $895,950 | 9.9K | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.02% | $81,819 | 894 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.02% | $63M | 684.5K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $451,377 | 4.9K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.02% | $36,476 | 399 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.02% | $85,571 | 935 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.02% | $130,599 | 1.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 148.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 51.3K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.02% | $344,390 | 3.8K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $757,034 | 8.4K | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.02% | $10M | 106.8K | Q3 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $312,632 | 3.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $77M | 841.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $243M | 2.65M | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $7M | 75.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $334,850 | 3.7K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 30.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 17.3K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.02% | $62,472 | 756 | Q2 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.02% | $49,421 | 540 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $18M | 195.9K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $467,030 | 5.1K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.02% | $52,128 | 576 | Q3 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $272,605 | 3.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 30.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $40M | 437.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $557,161 | 6.1K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $217,356 | 2.4K | Q4 2025OLDER |
| 10Elms LLP$159M AUM | 0.01% | $22,880 | 250 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $14,000 | 155 | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $517,271 | 5.7K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 13.2K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.01% | $92,797 | 1.1K | Q2 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $222,948 | 2.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $364,391 | 4.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $251,680 | 2.8K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.01% | $39,248 | 440 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $413,579 | 4.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $1M | 15.5K | Q2 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $17,919 | 198 | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $218,613 | 2.4K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $20,516 | 230 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $164,736 | 1.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 121.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $449,423 | 5.0K | Q3 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $336,794 | 3.7K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $267,971 | 2.9K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $330,570 | 3.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 22.0K | Q1 2026 |
| Lavaca Capital LLC$564M AUM | 0.01% | $63,773 | 697 | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $699,670 | 7.6K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.01% | $31,309 | 351 | Q4 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $45,832 | 501 | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $897,062 | 9.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $41M | 449.4K | Q1 2026 |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.01% | $209,123 | 2.3K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $442,499 | 4.8K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $315,195 | 3.4K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $2M | 21.0K | Q2 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $548,908 | 6.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 11.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 29.2K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $118,374 | 1.3K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $863,643 | 9.4K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $78,158 | 854 | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $730,578 | 8.0K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $8M | 82.8K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $49,182 | 537 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $17,653 | 215 | Q2 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $715,686 | 7.8K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $427,673 | 4.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $366,080 | 4.0K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $506,730 | 5.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 20.1K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.01% | $21,965 | 240 | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.01% | $545,474 | 6.0K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $710,580 | 7.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $483,145 | 5.3K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $235,934 | 2.6K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 54.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 310.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $248,505 | 2.7K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $231,944 | 2.8K | Q2 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $220,598 | 2.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $142M | 1.59M | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $248,111 | 2.7K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $91,520 | 1.0K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.01% | $27,965 | 309 | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $623,709 | 6.8K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $18,304 | 200 | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $246,192 | 2.8K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 13.5K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.01% | $362,121 | 4.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $356,389 | 3.9K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $6M | 66.3K | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.01% | $18,018 | 202 | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 12.5K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $281,788 | 3.4K | Q2 2025OLDER |
| Clayton Financial Group LLC$195M AUM | 0.01% | $13,545 | 148 | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.01% | $54,912 | 600 | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $902,478 | 9.9K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $21M | 233.9K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $23,505 | 257 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $23,505 | 257 | Q1 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 0.01% | $10,525 | 115 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $45M | 486.7K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.01% | $6,864 | 75 | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.01% | $10,333 | 116 | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $204,680 | 2.2K | Q4 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $13,782 | 151 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 24.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 12.7K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 32.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 384.1K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $943,022 | 10.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $241,136 | 2.7K | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $8,877 | 97 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 13.1K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $36,792 | 402 | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $109,458 | 1.2K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $203,509 | 2.5K | Q2 2025OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $59,028 | 645 | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $19,626 | 220 | Q4 2025OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.01% | $13,639 | 165 | Q2 2025OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.01% | $38,915 | 430 | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $42,693 | 514 | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 55.7K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.01% | $74,497 | 814 | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $7,596 | 83 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $42M | 454.9K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.01% | $38,988 | 426 | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $303,336 | 3.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $322,017 | 3.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 32.9K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.01% | $118,976 | 1.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $324,347 | 3.5K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $25,077 | 274 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $41M | 446.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $256,618 | 2.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $267,778 | 3.0K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $367,070 | 4.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $86,241 | 942 | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $332,761 | 4.0K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $553,139 | 6.0K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $54,363 | 594 | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $260,100 | 2.8K | Q1 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.00% | $9,152 | 100 | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $359,507 | 3.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 66.2K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $769,268 | 8.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 36.7K | Q1 2026 |
| First Pacific Financial$777M AUM | 0.00% | $30,313 | 331 | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $209,962 | 2.4K | Q4 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $343,108 | 3.7K | Q1 2026 |
| Financial Life Planners$130M AUM | 0.00% | $5,587 | 62 | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $11,898 | 130 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $131,515 | 1.4K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $9,294 | 102 | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.00% | $52,075 | 569 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $826,600 | 10.0K | Q2 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $86,303 | 943 | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $11,418 | 128 | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $36,608 | 400 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $340,769 | 4.4K | Q2 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $58,248 | 653 | Q4 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $9,152 | 100 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $22,070 | 267 | Q2 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $212,052 | 2.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 21.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $13,728 | 150 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $696,831 | 7.8K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $58,067 | 650 | Q4 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $25,992 | 284 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $79,142 | 887 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 11.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 67.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.