SPDR SERIES TRUST
CUSIP 78464A888
Spdr Series Trust has 302 institutional holders in Filings Flow’s 13F database, together reporting 13.86M shares worth $1.4B as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Millennium Management LLC, and Citadel Advisors LLC.
Institutional Holders
302
Q1 2026
Reported Value
$1.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 7.85% | $6M | 50.0K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 2.94% | $9M | 92.9K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 2.90% | $6M | 62.9K | Q1 2026OLDER |
| Hiddenite Capital Partners LP$381M AUM | 2.59% | $10M | 100.0K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 2.30% | $4M | 39.3K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 1.81% | $49M | 500.0K | Q1 2026OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 1.68% | $15M | 155.0K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 1.30% | $8M | 80.0K | Q1 2026OLDER |
| Alden Global Capital LLC$177M AUM | 1.15% | $2M | 20.7K | Q1 2026OLDER |
| AGAVE CAPITAL MANAGEMENT Ltd$622M AUM | 1.06% | $7M | 67.8K | Q1 2026OLDER |
| ARES MANAGEMENT LLC$1.5B AUM | 1.01% | $22M | 200.0K | Q3 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.99% | $4M | 40.9K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.99% | $4M | 39.3K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.96% | $45M | 408.9K | Q3 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.85% | $3M | 33.6K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.82% | $5M | 50.0K | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 0.81% | $9M | 88.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.75% | $4M | 43.5K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.74% | $4M | 38.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.74% | $68M | 660.0K | Q4 2025OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.67% | $10M | 103.4K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.67% | $3M | 27.7K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.57% | $2M | 18.1K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 0.56% | $3M | 29.0K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.56% | $682,056 | 6.9K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.55% | $3M | 34.0K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.55% | $987,200 | 10.0K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.50% | $1M | 10.8K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.50% | $10M | 100.1K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.49% | $15M | 142.3K | Q3 2025OLDER |
| Providence First Trust Co$284M AUM | 0.48% | $1M | 12.5K | Q3 2025OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.48% | $1M | 12.4K | Q4 2025OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.47% | $548,196 | 5.6K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.46% | $573,366 | 5.8K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.45% | $982,758 | 10.0K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.44% | $1M | 10.6K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.43% | $1M | 10.7K | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.42% | $666,158 | 6.7K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.40% | $869,528 | 8.0K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.39% | $875,529 | 8.9K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.33% | $66M | 600.0K | Q3 2025OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.33% | $10M | 100.0K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.31% | $1M | 11.8K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.30% | $917,701 | 9.3K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.29% | $386,489 | 3.9K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.29% | $2M | 14.1K | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.28% | $3M | 26.2K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.28% | $595,994 | 6.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.28% | $679,536 | 6.6K | Q4 2025OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.27% | $11M | 100.0K | Q3 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.26% | $934,125 | 9.6K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.25% | $306,821 | 3.0K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.24% | $4M | 40.5K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.24% | $21M | 202.6K | Q4 2025OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.24% | $648,648 | 6.3K | Q4 2025OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.23% | $5M | 45.0K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.22% | $832,353 | 8.4K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.21% | $2M | 19.8K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.20% | $573,103 | 5.8K | Q1 2026OLDER |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.20% | $995,670 | 9.0K | Q3 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.20% | $394,802 | 4.0K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.19% | $363,199 | 3.7K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.18% | $7M | 59.2K | Q3 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.18% | $807,075 | 7.8K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.18% | $2M | 13.9K | Q3 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.17% | $6M | 58.9K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.17% | $737,439 | 7.5K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.17% | $580,002 | 10.3K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 0.16% | $433,578 | 4.4K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.16% | $341,702 | 3.5K | Q1 2026OLDER |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.16% | $3M | 26.7K | Q3 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.16% | $14M | 146.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.16% | $2M | 17.7K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.15% | $385,205 | 3.9K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.15% | $357,327 | 3.5K | Q4 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.14% | $386,470 | 3.5K | Q3 2025OLDER |
| Zweig-DiMenna Associates LLC$722M AUM | 0.14% | $1M | 10.2K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 0.14% | $209,028 | 2.0K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.14% | $283,228 | 2.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.14% | $5M | 53.2K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$234M AUM | 0.14% | $319,557 | 2.8K | Q2 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.13% | $306,306 | 3.0K | Q4 2025OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.13% | $4M | 42.5K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.13% | $285,893 | 2.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.13% | $778,605 | 7.9K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.12% | $35M | 353.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.12% | $29M | 289.5K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.12% | $1M | 10.0K | Q3 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.11% | $1M | 10.3K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.11% | $361,809 | 3.7K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.10% | $952,880 | 8.6K | Q3 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.10% | $446,634 | 4.0K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.10% | $4M | 41.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.09% | $40M | 405.9K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.09% | $114,812 | 1.2K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.09% | $493,600 | 5.0K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.08% | $1M | 13.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.08% | $10M | 100.6K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.08% | $252,901 | 2.3K | Q3 2025OLDER |
| Friedenthal Financial$217M AUM | 0.08% | $151,021 | 1.4K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.08% | $42M | 425.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.08% | $185M | 1.87M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 20.9K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.07% | $277,094 | 2.8K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.07% | $333,050 | 3.0K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 41.4K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.07% | $10M | 94.6K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.07% | $211,171 | 2.1K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 0.07% | $215,506 | 1.9K | Q3 2025OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.07% | $430,785 | 4.2K | Q4 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.07% | $5M | 50.0K | Q4 2025OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.06% | $745,653 | 7.6K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.06% | $169,799 | 1.7K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.06% | $158,616 | 1.6K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.06% | $21M | 215.0K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.05% | $735,760 | 7.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $5M | 51.0K | Q4 2025OLDER |
| Moment Partners, LLC$561M AUM | 0.05% | $245,663 | 2.4K | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.05% | $473,937 | 4.8K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.05% | $11M | 111.6K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.05% | $2M | 21.6K | Q4 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.05% | $592,024 | 6.0K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.05% | $239,073 | 2.3K | Q4 2025OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 0.05% | $463,320 | 4.5K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $882,954 | 8.9K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.04% | $297,641 | 3.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $591,033 | 6.0K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.04% | $19M | 191.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.04% | $91M | 926.5K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.04% | $813,494 | 7.3K | Q3 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.04% | $2M | 19.5K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.04% | $245,714 | 2.5K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.04% | $82,827 | 839 | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.03% | $204,351 | 2.1K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.03% | $102,960 | 1.0K | Q4 2025OLDER |
| Financial Life Planners$130M AUM | 0.03% | $43,127 | 437 | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.03% | $137,517 | 1.4K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 13.9K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $19M | 193.2K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.03% | $302,382 | 3.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $268,518 | 2.7K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.03% | $387,027 | 3.8K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.03% | $63M | 538.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 19.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $816,329 | 8.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $261M | 2.64M | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.03% | $566,280 | 5.5K | Q4 2025OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.03% | $4M | 42.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.03% | $42,450 | 430 | Q1 2026OLDER |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.03% | $609,729 | 5.9K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.03% | $75,885 | 737 | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.03% | $1M | 10.4K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.03% | $356,577 | 3.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.03% | $36,526 | 370 | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.03% | $257,400 | 2.5K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.03% | $566,949 | 5.7K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.03% | $4M | 36.1K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.03% | $244,427 | 2.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $733,086 | 6.6K | Q3 2025OLDER |
| American Financial Advisors, LLC$750M AUM | 0.03% | $201,458 | 2.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $18M | 177.2K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.03% | $296,160 | 3.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $158M | 1.60M | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $456,106 | 4.6K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.03% | $23,600 | 213 | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $25M | 255.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $893,954 | 9.1K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $169,410 | 1.5K | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.02% | $15M | 150.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $510,475 | 5.0K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 16.8K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 17.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 17.9K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $317,829 | 2.8K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $342,164 | 3.5K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.02% | $110,800 | 1.0K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $386,982 | 3.9K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $148,080 | 1.5K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.02% | $547,604 | 5.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $394,880 | 4.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 13.7K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $839,189 | 8.5K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.02% | $228,921 | 2.1K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 26.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $18 | 180 | Q4 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.02% | $90,427 | 916 | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $1M | 12.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $33,240 | 300 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $155M | 1.57M | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $133M | 1.35M | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $250,301 | 2.5K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $204,607 | 2.1K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.02% | $319,853 | 3.2K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $30,000 | 300 | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.02% | $205,920 | 2.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $819,376 | 8.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $269,755 | 2.6K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $1M | 13.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $15M | 143.5K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $489,879 | 4.2K | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.01% | $60M | 608.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $299,918 | 2.9K | Q4 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.01% | $1M | 14.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $202,875 | 1.8K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $42M | 427.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $210,329 | 1.9K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $498,895 | 4.8K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $270,925 | 2.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $23M | 226.4K | Q4 2025OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.01% | $15,444 | 150 | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $61,883 | 601 | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 19.1K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $109,594 | 1.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $339,399 | 3.4K | Q1 2026OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 0.01% | $235,470 | 2.3K | Q4 2025OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $205,920 | 2.0K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $4M | 40.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $276,811 | 2.8K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $288,523 | 2.6K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $660,719 | 6.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $56M | 569.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $232,391 | 2.4K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $12M | 109.8K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $722,230 | 7.3K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.01% | $9,872 | 100 | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.01% | $621,055 | 6.0K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $264,075 | 2.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $32M | 327.5K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.01% | $54,790 | 555 | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.01% | $493,600 | 5.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $501,073 | 5.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $21M | 214.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 50.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $286,288 | 2.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $537,925 | 5.4K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $4M | 36.5K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $26,556 | 269 | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $200,698 | 2.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $327,728 | 2.8K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 22.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 41.6K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.01% | $852,447 | 8.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 34.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $100M | 967.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.01% | $28,890 | 250 | Q2 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.01% | $9,872 | 100 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $194,372 | 1.7K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $37M | 374.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $34,454 | 349 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $547,606 | 5.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $256,945 | 2.3K | Q3 2025OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.01% | $23,613 | 239 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $495,970 | 5.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 50.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $360,683 | 3.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $66M | 670.2K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 42.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $24,136 | 244 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $584,985 | 5.9K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $740,400 | 7.5K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $21,388 | 217 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $11,080 | 100 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $28,629 | 290 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $14,216 | 144 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 29.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $233,472 | 2.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $326,173 | 3.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $12,933 | 131 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $46,224 | 400 | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $500,531 | 4.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $678,142 | 6.9K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $4,118 | 40 | Q4 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $379,282 | 3.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $93,389 | 946 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $73,941 | 749 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $31,788 | 322 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $118,464 | 1.2K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $747,678 | 6.7K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $75,095 | 761 | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.00% | $2,962 | 30 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 23.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $222,265 | 2.0K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $679,871 | 6.9K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $4,849 | 50 | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $322,947 | 3.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,764 | 28 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $361,216 | 3.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $59,860 | 518 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 114.5K | Q2 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $16,474 | 160 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $397,743 | 4.0K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.00% | $3,460 | 35 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $257,998 | 2.3K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 13.7K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.00% | $394,880 | 4.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 16.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 31.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $75,027 | 760 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $16,620 | 150 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $184,113 | 1.9K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $262,299 | 2.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $89,095 | 902 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $89,201 | 866 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $208,900 | 2.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $24,680 | 250 | Q2 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $4M | 42.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 16.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,872 | 69 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $98,720 | 1.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $134,330 | 1.4K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $9,872 | 100 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $867,224 | 8.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $49,360 | 500 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $209,033 | 2.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $537,730 | 5.5K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $1M | 13.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $20,247 | 205 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $450,953 | 4.6K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $22,565 | 229 | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 0.00% | $988 | 10 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $594,356 | 6.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $500,386 | 4.9K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $74,393 | 750 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $775,610 | 7.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $12,932 | 131 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $292,216 | 3.0K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $790 | 8 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $208,595 | 2.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 15.1K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $235,501 | 2.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $14,414 | 140 | Q4 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $9,378 | 95 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $973,899 | 9.9K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $1,662 | 15 | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $388,661 | 3.9K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $493,600 | 5.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $287,374 | 2.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $107,309 | 1.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $524,746 | 5.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $34,668 | 300 | Q2 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $392,906 | 4.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $361,787 | 3.7K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $105,260 | 950 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 22.0K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $285,326 | 2.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 18.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,723 | 98 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $13,427 | 130 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $113,085 | 1.1K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $275,133 | 2.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,366 | 64 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $296,928 | 3.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $88,848 | 900 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,371 | 65 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $1,393 | 14 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,034 | 51 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $303,038 | 2.7K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $668,586 | 6.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $78,662 | 764 | Q4 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $14,611 | 148 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $394,880 | 4.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $691 | 7 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $96,918 | 982 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $428,160 | 4.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,280 | 94 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $15,648 | 141 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $12,340 | 125 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $6,516 | 66 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $443 | 4 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $13M | 136.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $82,368 | 800 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $113,429 | 1.1K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $2,163 | 21 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $37,316 | 378 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $174,734 | 1.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $4,312 | 42 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $272,733 | 2.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $32,479 | 329 | Q2 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $7,202 | 65 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $4,245 | 43 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $395 | 4 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $13,397 | 136 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $953,591 | 10.0K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $88,354 | 895 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $25,865 | 262 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $29,403 | 300 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,108 | 10 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $823,362 | 8.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $578 | 5 | Q2 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $99 | 1 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $20,731 | 210 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $197 | 2 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $98,226 | 995 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $103 | 1 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,108 | 10 | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $7,531 | 68 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,059 | 20 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $39 | 0 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $5,036 | 51 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $38 | 0 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $10,296 | 100 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $296 | 3 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.