STATE STR SPDR DOW JONES IND
CUSIP 78467X109
State Str Spdr Dow Jones Ind has 1,341 institutional holders in Filings Flow’s 13F database, together reporting 34.16M shares worth $15.6B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Citadel Advisors LLC.
Institutional Holders
1,341
Q1 2026
Reported Value
$15.6B
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 |
|---|---|---|---|---|
| THOR TRADING ADVISORS, LLC$241M AUM | 38.53% | $93M | 200.8K | Q1 2026OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 14.84% | $17M | 35.8K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 14.42% | $103M | 215.8K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 10.77% | $51M | 109.0K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 10.12% | $24M | 52.1K | Q1 2026OLDER |
| TCM Advisors, LLC$1.4B AUM | 9.98% | $136M | 292.6K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 9.73% | $95M | 205.1K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 8.81% | $18M | 39.0K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 8.52% | $14M | 29.1K | Q4 2025OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 8.41% | $10M | 21.5K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 8.12% | $12M | 26.0K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 7.96% | $14M | 0 | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 7.47% | $14M | 29.9K | Q1 2026OLDER |
| 111 Capital$406M AUM | 7.31% | $34M | 69.8K | Q4 2025OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 6.87% | $12M | 25.5K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 6.48% | $39M | 85.0K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 6.41% | $50M | 107.7K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 6.03% | $7M | 15.1K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 5.90% | $13M | 24.4K | Q2 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 5.84% | $31M | 59.8K | Q2 2026 |
| Alexis Investment Partners, LLC$145M AUM | 5.28% | $8M | 17.0K | Q1 2026OLDER |
| Nokomis Capital, L.L.C.$349M AUM | 5.17% | $18M | 38.9K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 4.99% | $16M | 30.4K | Q2 2026 |
| Tudor Financial Inc.$196M AUM | 4.45% | $9M | 18.8K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 4.33% | $25M | 51.4K | Q4 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 4.30% | $7M | 15.7K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 4.25% | $5M | 10.2K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 4.23% | $11M | 24.5K | Q1 2026OLDER |
| MOON CAPITAL MANAGEMENT LP$166M AUM | 4.18% | $7M | 14.0K | Q4 2025OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 4.17% | $10M | 21.8K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 4.16% | $20M | 43.7K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 4.13% | $39M | 84.6K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 4.09% | $7M | 15.7K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 4.07% | $15M | 31.6K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 3.84% | $10M | 21.2K | Q4 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 3.62% | $49M | 105.3K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 3.54% | $6M | 13.1K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 3.44% | $26M | 55.0K | Q4 2025OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 3.44% | $15M | 31.6K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 3.40% | $93M | 200.0K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 3.39% | $9M | 19.3K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 3.26% | $3M | 7.3K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 3.23% | $18M | 36.4K | Q4 2025OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 3.19% | $11M | 24.1K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 3.17% | $5M | 10.2K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 3.15% | $4M | 9.3K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 3.04% | $13M | 29.0K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 2.95% | $24M | 51.4K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 2.87% | $16M | 35.1K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 2.80% | $8M | 16.8K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 2.63% | $4M | 8.7K | Q4 2025OLDER |
| Benin Management CORP$445M AUM | 2.59% | $12M | 24.9K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 2.52% | $3M | 6.7K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 2.48% | $17M | 36.1K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.44% | $5M | 9.6K | Q2 2026 |
| SYKON CAPITAL LLC$300M AUM | 2.36% | $7M | 15.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 2.24% | $14M | 26.7K | Q2 2026 |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 2.22% | $3M | 5.7K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 2.21% | $8M | 16.3K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 2.19% | $6M | 12.3K | Q2 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 2.09% | $3M | 6.8K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 2.06% | $3M | 12.1K | Q2 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 2.05% | $23M | 48.9K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 1.98% | $4M | 8.0K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 1.98% | $4M | 9.5K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 1.94% | $11M | 21.4K | Q2 2026 |
| Constant Guidance Financial LLC$145M AUM | 1.91% | $3M | 6.0K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 1.87% | $2M | 4.7K | Q1 2026OLDER |
| Fortune 45 LLC$205M AUM | 1.86% | $4M | 8.3K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 1.81% | $2M | 4.2K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 1.75% | $2M | 4.0K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 1.61% | $4M | 8.5K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 1.61% | $4M | 8.1K | Q2 2026 |
| COWA, LLC$371M AUM | 1.56% | $6M | 12.5K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 1.55% | $3M | 5.8K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 1.54% | $2M | 4.7K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 1.53% | $4M | 8.0K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 1.52% | $2M | 3.4K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 1.49% | $4M | 7.5K | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 1.49% | $2M | 5.0K | Q1 2026OLDER |
| SAGE ADVISORS, LLC$151M AUM | 1.48% | $2M | 4.6K | Q4 2025OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.47% | $22M | 48.4K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 1.44% | $4M | 8.3K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.42% | $2M | 3.6K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 1.39% | $14M | 30.0K | Q3 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 1.36% | $9M | 20.5K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.35% | $14M | 30.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.31% | $4M | 8.5K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 1.29% | $4M | 7.6K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 1.29% | $6M | 12.9K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 1.27% | $1M | 2.8K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 1.27% | $7M | 14.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 1.21% | $5M | 11.2K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.20% | $59M | 128.0K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.18% | $2M | 3.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 1.13% | $1.6B | 3.38M | Q3 2025OLDER |
| Redwood Family Wealth LLC$102M AUM | 1.12% | $1M | 2.5K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 1.11% | $7M | 15.2K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 1.11% | $6M | 12.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.10% | $29M | 62.8K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 1.08% | $2M | 3.7K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 1.08% | $2M | 3.8K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 1.06% | $3M | 5.0K | Q2 2026 |
| Coastwise Capital Group, LLC$180M AUM | 1.06% | $2M | 4.1K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.04% | $2M | 5.0K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.04% | $1M | 2.5K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 1.02% | $12M | 26.3K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.99% | $4M | 8.4K | Q2 2026 |
| CVFG LLC$804M AUM | 0.98% | $8M | 17.0K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.97% | $5M | 9.8K | Q2 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.96% | $2M | 5.2K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.96% | $181M | 391.6K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.96% | $1M | 2.7K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.96% | $2M | 4.6K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.95% | $4M | 8.1K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 0.92% | $1M | 2.1K | Q4 2025OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.91% | $1M | 3.0K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.91% | $30M | 64.5K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.91% | $2M | 4.2K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.89% | $5M | 11.8K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.89% | $7M | 13.8K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.88% | $17M | 36.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.87% | $5M | 10.4K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.86% | $1M | 2.2K | Q4 2025OLDER |
| Tannin Capital LLC$138M AUM | 0.86% | $1M | 2.6K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.86% | $8M | 16.9K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.85% | $2M | 3.9K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.84% | $882,851 | 1.9K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.83% | $4M | 7.6K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.83% | $2M | 5.3K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.83% | $14M | 28.0K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.83% | $8M | 17.1K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 0.82% | $7M | 14.6K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.80% | $3M | 6.2K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.79% | $6M | 12.3K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.79% | $3M | 5.9K | Q2 2026 |
| Stelac Advisory Services LLC$494M AUM | 0.78% | $4M | 8.3K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.78% | $11M | 24.8K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.78% | $2M | 4.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.77% | $12M | 22.9K | Q2 2026 |
| Aull & Monroe Investment Management Corp$215M AUM | 0.76% | $2M | 3.5K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.75% | $5M | 9.2K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.75% | $969,434 | 2.0K | Q4 2025OLDER |
| Northern Capital Management, Inc.$199M AUM | 0.75% | $1M | 3.2K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 0.75% | $808,608 | 1.7K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.74% | $2M | 3.6K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.74% | $3M | 6.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.74% | $22M | 47.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.73% | $15M | 31.5K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.70% | $2M | 4.8K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.70% | $1M | 2.8K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.69% | $1M | 2.8K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 0.69% | $1M | 2.8K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 0.68% | $1M | 2.9K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.67% | $2M | 3.8K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.66% | $745,273 | 1.6K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.66% | $16M | 35.6K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.63% | $1M | 2.7K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.62% | $1M | 2.2K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.61% | $3M | 6.8K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.60% | $762,411 | 1.6K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.60% | $1M | 2.4K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.60% | $2M | 3.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.60% | $53M | 115.0K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.59% | $1M | 2.7K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.59% | $276,808 | 576 | Q4 2025OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 0.59% | $2M | 3.3K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.58% | $2M | 3.3K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.58% | $3M | 5.8K | Q2 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.57% | $4M | 7.8K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.56% | $2M | 4.2K | Q2 2026 |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 0.56% | $1M | 3.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.55% | $6M | 13.3K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.55% | $932,103 | 2.0K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.55% | $10M | 21.8K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.55% | $2M | 3.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.55% | $44M | 94.6K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.54% | $2M | 3.4K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.54% | $726,848 | 1.6K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.54% | $1M | 2.8K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.53% | $744,479 | 1.6K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.52% | $1M | 2.5K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.52% | $2M | 3.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.52% | $7M | 15.9K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.52% | $4M | 10.0K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.52% | $1M | 2.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.52% | $7M | 14.4K | Q4 2025OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.50% | $1M | 2.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.49% | $3M | 6.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.48% | $5M | 10.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.48% | $2.9B | 6.36M | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.47% | $5M | 11.8K | Q1 2026OLDER |
| CV Advisors LLC$366M AUM | 0.46% | $2M | 3.6K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 0.46% | $2M | 5.0K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.46% | $1M | 2.5K | Q2 2026 |
| Jump Financial, LLC$7.5B AUM | 0.46% | $34M | 73.8K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.45% | $21M | 45.2K | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 0.45% | $31M | 66.9K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.45% | $633,989 | 1.4K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.45% | $2M | 4.2K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.44% | $2M | 4.6K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 0.44% | $491,276 | 1.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.43% | $10M | 20.5K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.43% | $543,095 | 1.2K | Q1 2026OLDER |
| Ashford Advisors, LLC$429M AUM | 0.43% | $2M | 4.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.43% | $25M | 53.2K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.43% | $4M | 8.0K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.42% | $719,943 | 1.6K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.42% | $6M | 12.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.42% | $3.3B | 7.05M | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.42% | $497,986 | 953 | Q2 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.42% | $6M | 13.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.41% | $76M | 165.1K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.41% | $581,614 | 1.3K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.41% | $895,893 | 1.9K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.41% | $2M | 3.8K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.41% | $959,266 | 2.1K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.40% | $2M | 3.3K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.40% | $1M | 2.7K | Q1 2026OLDER |
| Freestate Advisors LLC$134M AUM | 0.40% | $533,954 | 1.0K | Q2 2026 |
| Founders Capital Management$205M AUM | 0.40% | $815,176 | 1.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.40% | $10M | 22.1K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.40% | $767,506 | 1.7K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.40% | $1M | 2.2K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 0.39% | $463,085 | 994 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.39% | $7M | 15.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.39% | $803,619 | 1.7K | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.39% | $4M | 7.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.39% | $3M | 8.6K | Q2 2026 |
| Momentum Wealth Planning, LLC$113M AUM | 0.39% | $494,821 | 1.1K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.38% | $2M | 4.1K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.38% | $937,960 | 2.0K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.38% | $971,767 | 2.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.38% | $324M | 699.9K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.38% | $658,381 | 1.4K | Q4 2025OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.38% | $473,609 | 1.0K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.38% | $5M | 11.1K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.38% | $467,860 | 1.0K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.37% | $1M | 2.5K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.37% | $3M | 5.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.37% | $5M | 11.7K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.37% | $1M | 2.8K | Q2 2026 |
| Hegarty Advisors, LLC$127M AUM | 0.37% | $466,878 | 1.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.37% | $3.3B | 7.10M | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.37% | $1M | 2.8K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.37% | $790,202 | 1.7K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.36% | $1M | 2.8K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.36% | $658,656 | 1.4K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.36% | $4M | 9.4K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.36% | $722,850 | 1.5K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.36% | $9M | 18.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.35% | $7M | 15.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.35% | $3M | 6.5K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.35% | $3M | 6.3K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.34% | $2M | 3.3K | Q1 2026OLDER |
| Fogel Capital Management, Inc.$219M AUM | 0.33% | $726,282 | 1.6K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.33% | $2M | 5.2K | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 0.33% | $516,920 | 1.1K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.33% | $1M | 3.0K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.33% | $1M | 2.9K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.33% | $894,854 | 1.7K | Q2 2026 |
| Secure Asset Management, LLC$632M AUM | 0.32% | $2M | 4.4K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.32% | $737,464 | 1.6K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.32% | $600,757 | 1.3K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.32% | $652,482 | 1.4K | Q3 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.32% | $2M | 4.1K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.32% | $551,484 | 1.2K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.32% | $2M | 3.4K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.32% | $11M | 23.4K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.32% | $480,509 | 1.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.31% | $864,090 | 1.7K | Q2 2026 |
| Independent Wealth Advisors LLC$102M AUM | 0.31% | $319,522 | 690 | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.31% | $461,337 | 996 | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.31% | $716,478 | 1.5K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.31% | $2M | 5.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.31% | $2.7B | 5.78M | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.30% | $402,049 | 868 | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.30% | $8M | 17.7K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.30% | $3M | 7.3K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.30% | $2M | 3.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.30% | $5M | 11.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.30% | $268M | 577.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.30% | $514,203 | 1.1K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.30% | $478,938 | 1.0K | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 0.30% | $374,258 | 808 | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.30% | $909,707 | 2.0K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.30% | $310,800 | 671 | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.29% | $1M | 2.5K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.29% | $594,529 | 1.3K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 0.29% | $914,801 | 2.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.29% | $4M | 8.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.29% | $8M | 16.9K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.29% | $353,107 | 762 | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.28% | $439,953 | 950 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.28% | $17M | 37.7K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.28% | $3M | 6.3K | Q2 2026 |
| Stonebrook Private Inc.$470M AUM | 0.28% | $1M | 2.8K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.28% | $756,852 | 1.6K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.28% | $843,469 | 1.8K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.28% | $508,974 | 1.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.27% | $1M | 3.0K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.27% | $626,392 | 1.4K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.27% | $378,426 | 817 | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.27% | $25M | 53.7K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.27% | $285,160 | 616 | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.27% | $776,323 | 1.7K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.27% | $766,195 | 1.7K | Q3 2025OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.27% | $2M | 3.9K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.27% | $697,033 | 1.5K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.27% | $638,368 | 1.4K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.27% | $3M | 6.1K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.27% | $329,570 | 710 | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.27% | $3M | 6.5K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.27% | $354,457 | 679 | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.27% | $6M | 12.4K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 0.27% | $664,214 | 1.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.27% | $21M | 44.9K | Q1 2026OLDER |
| SJBENEN ADVISORY, LLC$120M AUM | 0.26% | $283,536 | 590 | Q4 2025OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.26% | $346,478 | 748 | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 0.26% | $3M | 5.7K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.26% | $651,245 | 1.4K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.26% | $4M | 8.6K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.26% | $2M | 5.0K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 0.26% | $391,169 | 807 | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.26% | $877,419 | 1.8K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.26% | $362,830 | 755 | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.26% | $20M | 43.5K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.26% | $499,382 | 1.1K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.26% | $463,190 | 1.0K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.25% | $397,656 | 859 | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.25% | $413,965 | 894 | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.25% | $729,779 | 1.4K | Q2 2026 |
| Powerhouse Assets LLC$115M AUM | 0.25% | $289,265 | 625 | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.25% | $477,181 | 1.0K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.25% | $330,454 | 713 | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 0.25% | $311,344 | 672 | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.25% | $522,478 | 1.1K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.25% | $5M | 9.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.25% | $53M | 113.7K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.25% | $855,690 | 1.6K | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.25% | $3M | 5.0K | Q2 2026 |
| DGS Capital Management, LLC$609M AUM | 0.25% | $1M | 3.2K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.24% | $9M | 17.6K | Q2 2026 |
| Heritage Investment Group, Inc.$661M AUM | 0.24% | $2M | 3.5K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.24% | $395,113 | 853 | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.24% | $3M | 6.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.24% | $7M | 14.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.24% | $1M | 3.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.24% | $274,440 | 593 | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.24% | $2M | 3.7K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.24% | $12M | 25.0K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.24% | $277,450 | 614 | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.24% | $2M | 4.3K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.24% | $1M | 2.3K | Q2 2026 |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.24% | $294,088 | 634 | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.24% | $851,028 | 1.8K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.23% | $396,027 | 855 | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.23% | $27M | 55.6K | Q4 2025OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.23% | $528,037 | 1.1K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.23% | $2M | 4.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.23% | $9M | 18.4K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.23% | $265,467 | 508 | Q2 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.23% | $9M | 20.5K | Q3 2025OLDER |
| W ADVISORS, LLC$195M AUM | 0.23% | $442,816 | 956 | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.23% | $2M | 3.5K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.23% | $281,620 | 608 | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.23% | $1M | 3.2K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.23% | $1M | 2.2K | Q2 2026 |
| ELLERSON GROUP INC /ADV$153M AUM | 0.22% | $342,761 | 740 | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.22% | $285,018 | 615 | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.22% | $651,048 | 1.4K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.22% | $635,033 | 1.4K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.22% | $536,837 | 1.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.22% | $2M | 4.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.22% | $447,905 | 967 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.22% | $3M | 7.5K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.22% | $423,314 | 881 | Q4 2025OLDER |
| Haven Private, LLC$230M AUM | 0.22% | $491,807 | 1.1K | Q3 2025OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.22% | $286,250 | 596 | Q4 2025OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.22% | $377,728 | 786 | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.21% | $3M | 7.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.21% | $5M | 10.9K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.21% | $3M | 7.2K | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 0.21% | $255,681 | 552 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.21% | $396,961 | 856 | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.21% | $5M | 10.2K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 0.21% | $219,139 | 419 | Q2 2026 |
| MKD WEALTH COACHES, LLC$102M AUM | 0.21% | $205,684 | 428 | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.21% | $3M | 6.4K | Q2 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.20% | $6M | 12.6K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.20% | $436,325 | 942 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.20% | $17M | 36.0K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.20% | $1M | 2.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.20% | $752M | 1.62M | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.20% | $3M | 6.1K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.20% | $1M | 3.0K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.20% | $412,191 | 890 | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.20% | $402,512 | 869 | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.20% | $285,876 | 617 | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.20% | $579,763 | 1.1K | Q2 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.19% | $694,322 | 1.5K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.19% | $626,233 | 1.4K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 0.19% | $212,857 | 459 | Q3 2025OLDER |
| Balboa Wealth Partners$596M AUM | 0.19% | $1M | 2.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.19% | $461M | 996.3K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.19% | $396,085 | 854 | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.19% | $3M | 5.8K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.19% | $634,579 | 1.4K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.19% | $683,863 | 1.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.19% | $17M | 37.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.19% | $3M | 5.8K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.18% | $284,923 | 614 | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.18% | $449,954 | 971 | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.18% | $2M | 4.2K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.18% | $548,417 | 1.2K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.18% | $564,629 | 1.2K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.18% | $2M | 4.6K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.18% | $441,631 | 953 | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.18% | $360,825 | 779 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.18% | $23M | 49.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.18% | $5M | 11.3K | Q4 2025OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.18% | $602,147 | 1.3K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.18% | $275,252 | 594 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.18% | $8M | 16.7K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 0.18% | $514,141 | 1.1K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.18% | $270,626 | 584 | Q3 2025OLDER |
| CRA Financial Services, LLC$770M AUM | 0.18% | $1M | 3.0K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.18% | $807,340 | 1.7K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.18% | $14M | 31.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.18% | $7M | 15.2K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.18% | $1M | 2.6K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.18% | $451,884 | 976 | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.18% | $2M | 3.5K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.18% | $717,491 | 1.5K | Q4 2025OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.17% | $261,214 | 564 | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.17% | $950,834 | 2.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.17% | $14M | 30.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.17% | $10M | 19.5K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.17% | $404,852 | 775 | Q2 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.17% | $1M | 2.6K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.17% | $470,138 | 1.0K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.17% | $220,478 | 476 | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.17% | $937,249 | 2.0K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.17% | $565,715 | 1.1K | Q2 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.16% | $867,486 | 1.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.16% | $298,425 | 644 | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.16% | $204,211 | 441 | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.16% | $375,744 | 811 | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.16% | $5M | 10.6K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.16% | $786,167 | 1.5K | Q2 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.16% | $2M | 4.8K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.16% | $231,595 | 500 | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.16% | $2M | 4.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.16% | $4M | 9.2K | Q2 2026 |
| NFSG Corp$608M AUM | 0.16% | $983,042 | 2.1K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.16% | $404,197 | 873 | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.16% | $530,519 | 1.1K | Q3 2025OLDER |
| Axecap Investments, LLC$145M AUM | 0.16% | $232,058 | 501 | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.16% | $549,292 | 1.1K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.16% | $33M | 71.0K | Q3 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.16% | $1M | 2.7K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.16% | $2M | 5.3K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.16% | $1M | 2.2K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.15% | $208,767 | 451 | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.15% | $497,003 | 1.1K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.15% | $284,904 | 615 | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.15% | $208,850 | 435 | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.15% | $24M | 49.3K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $674,160 | 1.3K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 6.7K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.15% | $57M | 123.9K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.15% | $279,635 | 603 | Q3 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.15% | $629,475 | 1.4K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.15% | $85M | 183.8K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 0.15% | $299,144 | 645 | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.15% | $589,683 | 1.1K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.15% | $3M | 6.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.15% | $29M | 62.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.15% | $100M | 215.4K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.15% | $525,184 | 1.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.15% | $266,334 | 575 | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.15% | $215,847 | 466 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.15% | $8M | 18.2K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.15% | $662,362 | 1.4K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.14% | $638,107 | 1.4K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.14% | $1M | 2.7K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.14% | $594,586 | 1.3K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 0.14% | $578,988 | 1.3K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.14% | $391,992 | 846 | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.14% | $245,954 | 531 | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.14% | $141,273 | 305 | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.14% | $215,383 | 465 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.14% | $5M | 10.7K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 0.14% | $377,963 | 816 | Q1 2026OLDER |
| Drexel Morgan & Co.$682M AUM | 0.14% | $926,380 | 2.0K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.14% | $2M | 3.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.14% | $38M | 81.1K | Q2 2026 |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.14% | $333,497 | 720 | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.14% | $5M | 11.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.13% | $235,676 | 509 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.