XMESPDR SERIES TRUST
CUSIP 78464A755 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (XME) has 418 institutional holders in Filings Flow’s 13F database, together reporting 28.30M shares worth $3.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Menora Mivtachim Holdings Ltd..
Institutional Holders
418
Q1 2026
Reported Value
$3.0B
Ticker
XME
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $819M | 7.58M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $290M | 2.69M | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 1.09% | $215M | 2.30M | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $163M | 1.51M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $157M | 1.45M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $132M | 1.22M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $115M | 1.06M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $105M | 975.3K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.06% | $97M | 902.7K | Q1 2026 |
| Elliott Investment Management L.P.$20.1B AUM | 0.48% | $97M | 900.0K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.78% | $90M | 830.2K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.60% | $88M | 814.0K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.87% | $80M | 736.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $78M | 722.4K | Q1 2026 |
| Vanderbilt University$526M AUM | 14.80% | $78M | 721.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.03% | $76M | 707.8K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.08% | $71M | 661.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.02% | $71M | 659.1K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.66% | $67M | 1.00M | Q2 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.23% | $61M | 568.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $60M | 551.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $50M | 461.6K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.17% | $49M | 449.4K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $44M | 403.3K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.21% | $41M | 400.0K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.09% | $40M | 374.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.07% | $40M | 600.0K | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $37M | 345.0K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.06% | $37M | 344.0K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.06% | $36M | 336.5K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.09% | $34M | 286.7K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.19% | $33M | 304.4K | Q1 2026 |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.51% | $31M | 300.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $31M | 286.4K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.33% | $31M | 284.7K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.20% | $27M | 253.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $27M | 253.8K | Q1 2026 |
| RPO LLC$32M AUM | 2.66% | $25M | 245.0K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $25M | 231.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $25M | 229.4K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.03% | $22M | 200.0K | Q1 2026 |
| Yaupon Capital Management LP$3.2B AUM | 0.75% | $21M | 200.0K | Q4 2025OLDER |
| SMI Advisory Services, LLC$617M AUM | 3.28% | $20M | 180.5K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $18M | 164.6K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.12% | $17M | 178.4K | Q3 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $16M | 156.0K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $16M | 148.7K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.54% | $16M | 144.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 131.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $13M | 123.6K | Q1 2026 |
| Condire Management, LP$1.0B AUM | 1.32% | $13M | 122.5K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 115.6K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.08% | $11M | 104.7K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.13% | $11M | 106.0K | Q4 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.12% | $11M | 101.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $11M | 100.8K | Q1 2026 |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.23% | $11M | 100.0K | Q1 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.33% | $10M | 97.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 96.8K | Q1 2026 |
| Wellington Shields Capital Management, LLC$666M AUM | 1.55% | $10M | 95.8K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.04% | $10M | 88.9K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $9M | 84.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $9M | 83.8K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 135.6K | Q2 2025OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 2.24% | $9M | 82.8K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.01% | $9M | 79.5K | Q1 2026 |
| Lake Hills Wealth Management, LLC$220M AUM | 4.31% | $8M | 79.8K | Q4 2025OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 3.75% | $8M | 71.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.03% | $8M | 70.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 69.5K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $7M | 67.9K | Q1 2026 |
| University of Illinois Foundation$487M AUM | 1.48% | $7M | 66.7K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.75% | $7M | 66.6K | Q1 2026 |
| Legend Financial Advisors, Inc.$155M AUM | 4.59% | $7M | 65.9K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 1.36% | $7M | 65.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 64.8K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.12% | $7M | 62.5K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.18% | $7M | 62.3K | Q1 2026 |
| Ted Buchan & Co$275M AUM | 2.44% | $7M | 62.2K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $7M | 61.8K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.51% | $7M | 60.2K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.84% | $6M | 59.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 57.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 54.9K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.21% | $6M | 54.3K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $6M | 55.1K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 51.7K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 2.22% | $6M | 51.5K | Q1 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 1.70% | $6M | 53.5K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $5M | 50.0K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.12% | $5M | 55.4K | Q3 2025OLDER |
| Tradewinds, LLC.$310M AUM | 1.21% | $5M | 49.0K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.12% | $5M | 45.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 44.6K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.29% | $5M | 44.5K | Q1 2026 |
| Volterra Technologies LP$823M AUM | 0.58% | $5M | 44.0K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.52% | $5M | 42.6K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.41% | $5M | 42.3K | Q1 2026 |
| Amitell Capital Pte Ltd$62M AUM | 7.23% | $5M | 41.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 43.2K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $4M | 43.0K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $4M | 41.1K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.15% | $4M | 40.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.14% | $4M | 40.6K | Q1 2026 |
| HERBST GROUP, LLC$183M AUM | 2.70% | $4M | 40.5K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.12% | $4M | 40.5K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.56% | $4M | 40.4K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 0.46% | $4M | 39.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 38.9K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 38.8K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.22% | $4M | 38.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 38.1K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.22% | $4M | 38.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 36.2K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.10% | $4M | 37.6K | Q4 2025OLDER |
| Fosun International Ltd$399M AUM | 0.90% | $4M | 33.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 32.3K | Q1 2026 |
| Silver Coast Investments LLC$313M AUM | 1.11% | $3M | 32.2K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 31.6K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.04% | $3M | 31.8K | Q1 2026 |
| III Capital Management$344M AUM | 0.50% | $3M | 33.1K | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 2.86% | $3M | 31.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 31.0K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 0.94% | $3M | 30.9K | Q1 2026 |
| Arch Global Advisors, LLC$192M AUM | 1.73% | $3M | 30.8K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.07% | $3M | 30.5K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.03% | $3M | 30.3K | Q1 2026 |
| Yong Rong (HK) Asset Management Ltd$227M AUM | 0.94% | $3M | 30.0K | Q4 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.07% | $3M | 29.2K | Q4 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.04% | $3M | 28.1K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.02% | $3M | 32.0K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.06% | $3M | 27.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 27.5K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $3M | 27.0K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.30% | $3M | 26.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.14% | $3M | 26.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 26.6K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.16% | $3M | 25.2K | Q1 2026 |
| Norris Financial Group, LLC$108M AUM | 2.07% | $3M | 70.7K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.30% | $3M | 30.0K | Q3 2025OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 0.92% | $3M | 30.0K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 24.7K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.51% | $3M | 24.5K | Q1 2026 |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 0.21% | $3M | 24.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 25.4K | Q4 2025OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.83% | $3M | 24.3K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.54% | $3M | 23.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.16% | $3M | 23.5K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.08% | $3M | 23.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 23.3K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 2.38% | $3M | 23.3K | Q4 2025OLDER |
| Clarus Wealth Advisors$235M AUM | 1.07% | $2M | 22.8K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $2M | 37.0K | Q2 2025OLDER |
| Risk Paradigm Group, LLC$117M AUM | 2.12% | $2M | 23.0K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.03% | $2M | 22.6K | Q1 2026 |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.14% | $2M | 35.7K | Q2 2025OLDER |
| Mitsubishi UFJ Asset Management (UK) Ltd.$193M AUM | 1.23% | $2M | 22.0K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.08% | $2M | 22.9K | Q4 2025OLDER |
| Veltria Advisors Corp.$30M AUM | 1.58% | $2M | 35.1K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 21.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 21.7K | Q1 2026 |
| LANE BROTHERS & CO INC$137M AUM | 1.71% | $2M | 21.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $2M | 22.6K | Q4 2025OLDER |
| Family Firm, Inc.$415M AUM | 0.56% | $2M | 34.7K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 21.0K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.64% | $2M | 21.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 20.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 20.1K | Q1 2026 |
| Quarry LP$558M AUM | 0.38% | $2M | 19.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 19.4K | Q1 2026 |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.17% | $2M | 20.0K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.16% | $2M | 22.1K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 19.0K | Q1 2026 |
| Maytree Asset Management Ltd$141M AUM | 1.51% | $2M | 19.6K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 18.3K | Q1 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 1.14% | $2M | 19.0K | Q4 2025OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.19% | $2M | 35.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 17.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 18.5K | Q4 2025OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.86% | $2M | 17.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 17.4K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.59% | $2M | 17.4K | Q1 2026 |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.83% | $2M | 16.8K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.26% | $2M | 16.6K | Q1 2026 |
| Whalen Wealth Management Inc.$187M AUM | 0.93% | $2M | 16.0K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.44% | $2M | 15.8K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 15.8K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.15% | $2M | 15.5K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.37% | $2M | 13.7K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.00% | $2M | 15.0K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $2M | 14.8K | Q1 2026 |
| EHP Funds Inc.$44M AUM | 3.66% | $2M | 15.4K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.12% | $2M | 14.2K | Q1 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$54M AUM | 2.85% | $2M | 14.2K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.04% | $2M | 14.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 13.6K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 13.4K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.57% | $1M | 13.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 13.8K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 12.6K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.45% | $1M | 12.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 12.6K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.30% | $1M | 12.5K | Q1 2026 |
| Ciovacco Capital Management LLC$172M AUM | 0.78% | $1M | 12.5K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 12.4K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.91% | $1M | 12.4K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.05% | $1M | 23.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 12.2K | Q1 2026 |
| Black Maple Capital Management LP$179M AUM | 0.72% | $1M | 12.0K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.06% | $1M | 11.8K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 12.2K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 11.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 11.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 11.5K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 11.1K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.05% | $1M | 11.0K | Q1 2026 |
| McMill Wealth Management$376M AUM | 0.31% | $1M | 24.3K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.30% | $1M | 10.8K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 10.6K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.16% | $1M | 10.6K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 10.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 10.4K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.01% | $1M | 10.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 12.0K | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $1M | 10.2K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 1.07% | $1M | 10.2K | Q1 2026 |
| Fox Hill Wealth Management$208M AUM | 0.52% | $1M | 10.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 9.3K | Q1 2026 |
| JGP Global Gestao de Recursos Ltda.$23M AUM | 0.60% | $1M | 9.8K | Q4 2025OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.17% | $1M | 9.4K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.03% | $1M | 9.7K | Q4 2025OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.41% | $1M | 9.3K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.55% | $996,271 | 9.2K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.46% | $963,561 | 8.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $959,376 | 8.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $956,706 | 8.9K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.18% | $955,241 | 8.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $954,000 | 9.2K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.27% | $952,576 | 9.2K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $950,291 | 13.8K | Q2 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $941,581 | 8.7K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.21% | $921,772 | 8.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $902,180 | 8.4K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $883,414 | 8.2K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $883,198 | 8.2K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.53% | $875,272 | 13.0K | Q2 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $873,801 | 8.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $868,791 | 8.0K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.15% | $865,052 | 8.0K | Q1 2026 |
| Stamos Capital Partners, L.P.$640M AUM | 0.13% | $854,683 | 7.9K | Q1 2026 |
| Arizona PSPRS Trust$2.7B AUM | 0.03% | $839,241 | 8.1K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $837,327 | 7.8K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.09% | $834,213 | 7.7K | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.02% | $831,137 | 7.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $813,382 | 7.5K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.05% | $813,221 | 7.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $798,044 | 7.7K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $796,000 | 7.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $792,432 | 7.6K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $792,137 | 6.4K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $778,228 | 8.4K | Q3 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $777,672 | 7.2K | Q1 2026 |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $777,075 | 7.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $776,963 | 7.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $761,926 | 7.1K | Q1 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/$60M AUM | 1.26% | $756,070 | 7.0K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.43% | $752,299 | 7.0K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $751,210 | 7.0K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.22% | $748,185 | 6.9K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $734,467 | 6.8K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.11% | $731,542 | 7.8K | Q3 2025OLDER |
| Berman McAleer LLC$733M AUM | 0.10% | $700,553 | 6.5K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.09% | $699,905 | 6.5K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.07% | $694,072 | 6.4K | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 0.02% | $691,749 | 7.4K | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.30% | $686,623 | 6.6K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $682,600 | 6.2K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.28% | $672,038 | 6.2K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $646,332 | 6.0K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.06% | $637,259 | 5.9K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $621,660 | 6.0K | Q4 2025OLDER |
| Global Wealth Management, LLC$183M AUM | 0.34% | $619,918 | 5.7K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.03% | $617,602 | 5.7K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $600,572 | 5.6K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.06% | $594,105 | 5.5K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $589,912 | 5.7K | Q4 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.06% | $589,735 | 5.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $583,983 | 6.3K | Q3 2025OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.13% | $577,778 | 6.2K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $559,384 | 5.2K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.06% | $555,706 | 5.4K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $554,362 | 5.1K | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.06% | $547,179 | 5.1K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $540,874 | 4.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $540,050 | 5.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $530,115 | 4.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $524,289 | 4.9K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $515,748 | 4.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $512,075 | 4.7K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $508,472 | 4.7K | Q1 2026 |
| HAP TRADING, LLC$1.4B AUM | 0.04% | $501,510 | 30.1K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $498,999 | 4.8K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $496,330 | 5.3K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $496,032 | 4.3K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.01% | $488,637 | 4.5K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.44% | $488,313 | 4.5K | Q1 2026 |
| PHILADELPHIA TRUST CO$1.4B AUM | 0.03% | $488,000 | 4.5K | Q1 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 0.33% | $479,672 | 4.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $473,481 | 4.4K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.24% | $465,872 | 4.5K | Q4 2025OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $463,667 | 4.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $455,587 | 4.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $448,071 | 4.1K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.09% | $447,405 | 4.8K | Q3 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.04% | $440,141 | 4.1K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.06% | $427,612 | 4.0K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.00% | $426,638 | 4.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $424,693 | 3.9K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $410,871 | 3.8K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $410,000 | 4.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $409,682 | 3.8K | Q1 2026 |
| Evernest Financial Advisors, LLC$481M AUM | 0.09% | $409,642 | 3.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $402,446 | 3.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $398,487 | 3.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $394,904 | 3.7K | Q1 2026 |
| August Group Capital Ltd$86M AUM | 0.44% | $392,843 | 3.8K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $390,024 | 3.6K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $389,376 | 3.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $386,621 | 4.1K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $377,870 | 3.6K | Q4 2025OLDER |
| AMICA MUTUAL INSURANCE CO$1.2B AUM | 0.03% | $372,000 | 3.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $370,302 | 3.6K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $368,101 | 4.0K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $339,907 | 3.1K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $338,071 | 3.1K | Q1 2026 |
| SEARLE & CO.$398M AUM | 0.09% | $337,301 | 3.6K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $334,922 | 3.1K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $333,831 | 3.1K | Q1 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.26% | $332,659 | 3.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.07% | $326,406 | 3.0K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $323,160 | 3.1K | Q4 2025OLDER |
| FLP Wealth Management, LLC$49M AUM | 0.76% | $322,020 | 3.1K | Q4 2025OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.02% | $318,630 | 3.0K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $317,797 | 2.9K | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.06% | $314,309 | 2.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $311,615 | 2.9K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.03% | $311,000 | 3.0K | Q4 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $310,000 | 2.9K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $300,187 | 2.8K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $297,697 | 2.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $296,271 | 2.7K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $296,271 | 2.7K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $293,680 | 2.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $290,242 | 2.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $288,101 | 2.7K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.14% | $287,033 | 4.3K | Q2 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $285,794 | 2.6K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $285,686 | 2.6K | Q1 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.04% | $281,060 | 3.0K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $276,479 | 2.6K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $274,041 | 2.5K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.18% | $273,830 | 2.5K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $272,401 | 2.5K | Q1 2026 |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $270,025 | 2.5K | Q1 2026 |
| West Tower Group, LLC$32M AUM | 0.61% | $269,386 | 2.6K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $268,020 | 2.5K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.15% | $266,461 | 2.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $266,358 | 2.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $265,607 | 2.5K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.14% | $265,242 | 2.6K | Q4 2025OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.01% | $260,074 | 3.9K | Q2 2025OLDER |
| Guardian Capital, LLC$105M AUM | 0.25% | $257,604 | 2.4K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $256,692 | 2.5K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $256,273 | 2.8K | Q3 2025OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.11% | $256,157 | 2.4K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.06% | $252,541 | 2.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $252,529 | 2.3K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $248,423 | 2.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $247,551 | 2.3K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $247,487 | 2.3K | Q1 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.20% | $243,289 | 4.5K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.04% | $242,914 | 2.2K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $241,929 | 2.3K | Q4 2025OLDER |
| Auour Investments LLC$318M AUM | 0.08% | $239,566 | 2.2K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.03% | $239,459 | 2.2K | Q1 2026 |
| Ardent Capital Management, Inc.$234M AUM | 0.10% | $237,082 | 2.2K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $234,746 | 2.2K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $234,598 | 2.2K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.05% | $230,432 | 2.5K | Q3 2025OLDER |
| Grandview Asset Management LLC$342M AUM | 0.07% | $229,975 | 2.2K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.02% | $229,740 | 3.4K | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $227,474 | 2.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $227,319 | 3.4K | Q2 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.02% | $226,821 | 2.1K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.01% | $223,581 | 2.1K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.02% | $223,581 | 2.1K | Q1 2026 |
| Second Half Financial Partners, LLC$222M AUM | 0.10% | $223,581 | 2.1K | Q1 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.06% | $223,365 | 2.1K | Q1 2026 |
| Kaizen Financial Strategies$236M AUM | 0.10% | $222,140 | 2.1K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $221,241 | 1.9K | Q1 2026 |
| Ground Swell Capital, LLC$51M AUM | 0.46% | $221,104 | 2.1K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $217,119 | 2.0K | Q1 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.14% | $216,145 | 2.0K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.03% | $216,020 | 2.0K | Q1 2026 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.01% | $216,000 | 2.0K | Q1 2026 |
| Main Management LLC$1.4B AUM | 0.02% | $216,000 | 2.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $215,553 | 2.3K | Q3 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.00% | $215,301 | 2.1K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $214,893 | 2.0K | Q1 2026 |
| Nelson Capital Management, LLC$819M AUM | 0.03% | $212,024 | 2.0K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $210,235 | 1.9K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.02% | $207,566 | 2.0K | Q4 2025OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.08% | $207,055 | 1.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $204,105 | 2.0K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $203,645 | 1.9K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.04% | $202,519 | 1.9K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.01% | $201,660 | 3.0K | Q2 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $201,330 | 1.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $197,561 | 1.8K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.04% | $195,067 | 1.8K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.08% | $193,662 | 1.8K | Q1 2026 |
| WORMSER FRERES GESTION$139M AUM | 0.12% | $162,291 | 1.5K | Q1 2026 |
| NFSG Corp$608M AUM | 0.03% | $162,015 | 1.5K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $160,179 | 1.5K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.08% | $154,897 | 1.5K | Q4 2025OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $154,130 | 1.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $140,413 | 1.3K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $135,121 | 1.3K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.06% | $129,287 | 1.2K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.03% | $129,227 | 1.2K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.02% | $124,224 | 1.2K | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $121,512 | 1.1K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $117,731 | 1.1K | Q1 2026 |
| Canton Hathaway, LLC$496M AUM | 0.02% | $115,007 | 1.1K | Q4 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $114,158 | 1.2K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $102,736 | 951 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $93,190 | 1.0K | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $92,963 | 898 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $91,160 | 844 | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.02% | $87,459 | 810 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $87,056 | 806 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $86,853 | 788 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $84,572 | 783 | Q1 2026 |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.01% | $81,008 | 750 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $77,551 | 718 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.05% | $73,339 | 679 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $70,314 | 651 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.02% | $69,127 | 640 | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $67,249 | 650 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $67,000 | 625 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $61,782 | 572 | Q1 2026 |
| Amica Retiree Medical Trust$73M AUM | 0.08% | $60,000 | 646 | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $58,865 | 545 | Q1 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.03% | $58,433 | 541 | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.03% | $55,949 | 540 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $55,433 | 513 | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $55,410 | 513 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.03% | $54,762 | 507 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $54,005 | 500 | Q1 2026 |
| BOCHK Asset Management Ltd$483M AUM | 0.01% | $54,005 | 500 | Q1 2026 |
| Wellington Shields & Co., LLC$392M AUM | 0.01% | $54,005 | 500 | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.01% | $52,391 | 485 | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $51,907 | 557 | Q3 2025OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.02% | $51,870 | 480 | Q1 2026 |
| DV Trading LLC$4.2B AUM | 0.00% | $51,805 | 500 | Q4 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.04% | $51,304 | 475 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $50,689 | 544 | Q3 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $48,605 | 450 | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.03% | $44,148 | 409 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.01% | $43,204 | 400 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $43,204 | 400 | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $41,333 | 375 | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $41,158 | 695 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $41,000 | 378 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $40,936 | 379 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $38,733 | 359 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $38,344 | 355 | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.01% | $38,208 | 410 | Q3 2025OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.01% | $34,887 | 323 | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.01% | $34,252 | 368 | Q3 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $32,601 | 485 | Q2 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.01% | $32,403 | 300 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $31,497 | 304 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $31,107 | 288 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $27,758 | 257 | Q1 2026 |
| Magnolia Wealth Management, LLC$191M AUM | 0.02% | $27,614 | 256 | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $27,003 | 250 | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $24,866 | 240 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $24,842 | 230 | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $24,763 | 239 | Q4 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $24,222 | 224 | Q1 2026 |
| Creekmur Asset Management LLC$1M AUM | 0.00% | $23,041 | 247 | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $22,250 | 206 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $21,926 | 203 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $21,710 | 201 | Q1 2026 |
| Tripletail Wealth Management, LLC$73M AUM | 0.03% | $20,722 | 200 | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $20,630 | 191 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $17,606 | 163 | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.01% | $16,805 | 250 | Q2 2025OLDER |
| Park Square Financial Group, LLC$13M AUM | 0.01% | $16,805 | 250 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.