MDYSTATE STR SPDR S&P MIDCAP 40
CUSIP 78467Y107 · Yahoo Finance ↗ · Google Finance ↗
State Str Spdr S&P Midcap 40 (MDY) has 1,416 institutional holders in Filings Flow’s 13F database, together reporting 24.34M shares worth $14.7B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Wells Fargo & Company/Mn, and Morgan Stanley.
Institutional Holders
1,416
Q1 2026
Reported Value
$14.7B
Ticker
MDY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LCM Capital Management Inc$199M AUM | 13.53% | $27M | 43.7K | Q1 2026OLDER |
| Divergent Planning, LLC$392M AUM | 11.90% | $47M | 76.2K | Q4 2025OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 11.84% | $131M | 211.7K | Q1 2026OLDER |
| Nitorum Capital, L.P.$114M AUM | 11.49% | $13M | 21.2K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 11.18% | $25M | 40.7K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 10.82% | $28M | 44.8K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 10.21% | $40M | 56.8K | Q2 2026 |
| Oldfather Financial Services, LLC$336M AUM | 9.92% | $33M | 55.2K | Q4 2025OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 8.96% | $10M | 15.8K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 7.97% | $12M | 17.2K | Q2 2026 |
| Arvest Bank Trust Division$1.8B AUM | 7.63% | $140M | 227.6K | Q1 2026OLDER |
| DC Investments Management, LLC$261M AUM | 7.24% | $19M | 30.7K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 7.14% | $20M | 32.6K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 6.47% | $10M | 19.2K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 6.22% | $11M | 17.0K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 5.84% | $8M | 14.2K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 5.34% | $95M | 153.6K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 5.33% | $7M | 10.6K | Q2 2026 |
| Wilmar Advisors LLC$116M AUM | 5.33% | $6M | 10.0K | Q1 2026OLDER |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 4.77% | $37M | 600 | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 4.47% | $27M | 44.3K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 4.30% | $40M | 65.4K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 4.21% | $6M | 10.1K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 4.00% | $10M | 16.1K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 3.97% | $7M | 10.6K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 3.93% | $14M | 19.7K | Q2 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 3.68% | $27M | 44.3K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 3.52% | $6M | 9.6K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 3.44% | $71M | 115.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 3.39% | $14M | 22.4K | Q1 2026OLDER |
| Audent Global Asset Management, LLC$100M AUM | 3.38% | $3M | 4.6K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 3.37% | $8M | 13.2K | Q1 2026OLDER |
| Latigo Investments, LLC$201M AUM | 3.37% | $7M | 11.0K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 3.29% | $10M | 15.5K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 3.28% | $7M | 11.2K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 3.27% | $22M | 35.4K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 3.25% | $4M | 5.2K | Q2 2026 |
| Roan Capital Partners$121M AUM | 3.24% | $4M | 5.6K | Q2 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 3.20% | $16M | 26.0K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 3.15% | $25M | 63.0K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 3.14% | $4M | 6.0K | Q1 2026OLDER |
| Paller Financial Services Inc$134M AUM | 3.13% | $4M | 6.0K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 2.99% | $64M | 104.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 2.98% | $26M | 41.5K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 2.79% | $7M | 11.1K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 2.79% | $203M | 340.0K | Q3 2025OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 2.78% | $13M | 20.5K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 2.76% | $4M | 5.9K | Q4 2025OLDER |
| Winter & Associates, Inc.$133M AUM | 2.76% | $4M | 5.2K | Q2 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 2.76% | $38M | 61.5K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 2.70% | $6M | 9.9K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 2.64% | $9M | 13.9K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 2.64% | $31M | 50.1K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 2.61% | $4M | 6.3K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 2.49% | $3M | 3.8K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 2.41% | $5M | 8.4K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 2.35% | $13M | 17.9K | Q2 2026 |
| Park Capital Management, LLC / WI$103M AUM | 2.34% | $2M | 3.9K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 2.29% | $7M | 10.6K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 2.22% | $3M | 4.7K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 2.19% | $70M | 116.1K | Q4 2025OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 2.07% | $2M | 3.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 2.06% | $518M | 840.2K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 2.05% | $98M | 159.0K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 2.03% | $3M | 4.2K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 1.99% | $6M | 8.3K | Q2 2026 |
| ADIRONDACK TRUST CO$298M AUM | 1.99% | $6M | 9.6K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 1.96% | $5M | 8.8K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 1.96% | $6M | 9.2K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 1.95% | $2M | 3.7K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 1.93% | $8M | 12.4K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 1.91% | $4M | 7.3K | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 1.89% | $51M | 83.3K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 1.88% | $5M | 7.5K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 1.82% | $5M | 8.2K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 1.80% | $8M | 12.5K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 1.80% | $2M | 3.8K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 1.78% | $53M | 85.5K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 1.75% | $11M | 18.3K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 1.74% | $4M | 6.5K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 1.73% | $5M | 7.6K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 1.72% | $46M | 75.0K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 1.68% | $3M | 5.0K | Q1 2026OLDER |
| Providence Financial Advisors, LLC$175M AUM | 1.67% | $3M | 4.8K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 1.61% | $5M | 9.0K | Q3 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 1.61% | $13M | 18.0K | Q2 2026 |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 1.59% | $2M | 3.7K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.57% | $4M | 6.5K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 1.51% | $10M | 15.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.49% | $2M | 3.7K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.44% | $36M | 58.8K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 1.41% | $2M | 2.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 1.40% | $178M | 295.0K | Q4 2025OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.33% | $8M | 13.7K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 1.32% | $2M | 3.5K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.31% | $3M | 4.7K | Q4 2025OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.31% | $4M | 5.8K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.30% | $10M | 15.5K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.30% | $3M | 3.9K | Q2 2026 |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.30% | $7M | 12.0K | Q3 2025OLDER |
| WELCH & FORBES LLC$7.7B AUM | 1.29% | $100M | 161.6K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 1.27% | $2M | 2.5K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 1.26% | $20M | 31.7K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.26% | $5M | 8.6K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 1.23% | $26M | 41.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.23% | $4M | 6.2K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 1.22% | $1M | 2.2K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 1.21% | $2M | 3.7K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 1.20% | $5M | 8.5K | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 1.19% | $2M | 2.8K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.19% | $13M | 21.6K | Q1 2026OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 1.19% | $2M | 2.9K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 1.18% | $2M | 3.1K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 1.16% | $10M | 15.9K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 1.16% | $6M | 9.0K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.15% | $1M | 2.4K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 1.15% | $7M | 10.9K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 1.15% | $1M | 2.3K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 1.14% | $22M | 36.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.12% | $2M | 3.7K | Q3 2025OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 1.12% | $4M | 6.6K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 1.11% | $2M | 3.1K | Q2 2026 |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 1.10% | $2M | 2.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.09% | $11M | 15.8K | Q2 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 1.08% | $6M | 10.2K | Q1 2026OLDER |
| Farrow Financial, Inc.$176M AUM | 1.07% | $2M | 3.1K | Q3 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 1.06% | $8M | 11.9K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.06% | $5M | 7.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 1.05% | $30M | 48.0K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 1.04% | $10M | 15.9K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 1.03% | $33M | 53.5K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 1.02% | $1M | 1.9K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 1.01% | $15M | 24.5K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 1.00% | $1M | 2.2K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 1.00% | $2M | 2.7K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 1.00% | $2M | 3.9K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 1.00% | $2M | 3.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 1.00% | $52M | 84.4K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.99% | $2M | 3.1K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.99% | $38M | 54.2K | Q2 2026 |
| Finley Financial, LLC$248M AUM | 0.98% | $2M | 3.5K | Q2 2026 |
| Pegasus Asset Management, Inc.$313M AUM | 0.98% | $3M | 5.0K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.97% | $7M | 11.9K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.96% | $6M | 10.2K | Q3 2025OLDER |
| Veracity Capital LLC$280M AUM | 0.96% | $3M | 4.4K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.95% | $6M | 9.2K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.95% | $3M | 4.4K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.94% | $83M | 133.1K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.94% | $8M | 10.8K | Q2 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.93% | $2M | 3.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.92% | $163M | 264.1K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.92% | $3M | 4.2K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.90% | $19M | 31.0K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.90% | $2M | 2.5K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.89% | $2M | 2.6K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.89% | $2M | 2.7K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.89% | $9M | 12.7K | Q2 2026 |
| Black Maple Capital Management LP$179M AUM | 0.86% | $2M | 2.5K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.86% | $12M | 17.1K | Q2 2026 |
| Cannon Capital Management, Inc.$123M AUM | 0.85% | $1M | 1.7K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.85% | $20M | 33.1K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.84% | $3M | 4.8K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.84% | $5M | 7.7K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.83% | $3M | 4.5K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.82% | $1M | 1.7K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.81% | $40M | 63.5K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.81% | $11M | 17.6K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.81% | $3M | 4.2K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.81% | $1M | 2.1K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.80% | $874,180 | 1.4K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.79% | $7M | 10.8K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.78% | $23M | 38.0K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 0.78% | $3M | 4.1K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.76% | $20M | 31.6K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.75% | $11M | 18.2K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.75% | $2M | 4.0K | Q4 2025OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.73% | $1M | 2.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.73% | $598M | 970.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.73% | $4M | 5.9K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.72% | $942,170 | 1.5K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.71% | $2M | 2.6K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.70% | $1M | 1.9K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.70% | $2M | 2.9K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.69% | $7M | 11.4K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.69% | $906,020 | 1.5K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.68% | $9M | 14.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.68% | $30M | 45.6K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.67% | $704,429 | 1.1K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.67% | $3M | 5.6K | Q1 2026OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.65% | $1M | 1.5K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.65% | $11M | 18.4K | Q3 2025OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.65% | $6M | 10.5K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.64% | $6M | 9.7K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.64% | $1M | 2.0K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.64% | $6M | 10.3K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.63% | $919,726 | 1.5K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.63% | $787,603 | 1.3K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.63% | $4M | 9.4K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.63% | $3M | 4.4K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.62% | $779,029 | 1.3K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 0.62% | $1M | 1.7K | Q2 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.62% | $999,595 | 1.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.62% | $5M | 7.3K | Q2 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.61% | $9M | 15.2K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.61% | $800,827 | 1.3K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.61% | $1M | 2.4K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.60% | $2M | 2.5K | Q2 2026 |
| Opulen Financial Group LLC$142M AUM | 0.59% | $835,138 | 1.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.58% | $1M | 2.3K | Q1 2026OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 0.58% | $941,039 | 1.5K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 0.58% | $2M | 4.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.57% | $14M | 22.1K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.57% | $2M | 3.2K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.57% | $2M | 3.6K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.57% | $13M | 21.0K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.57% | $1M | 2.3K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 0.56% | $1M | 1.5K | Q2 2026 |
| MontVue Capital Management, Inc.$147M AUM | 0.55% | $802,405 | 1.3K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.55% | $2M | 2.5K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.55% | $3M | 4.6K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.54% | $572,353 | 928 | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.54% | $2M | 3.8K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.54% | $2M | 3.4K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.54% | $712,827 | 1.2K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.54% | $1M | 2.1K | Q2 2026 |
| Weil Company, Inc.$445M AUM | 0.54% | $2M | 3.9K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.54% | $184M | 298.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.54% | $4M | 6.3K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.53% | $1M | 2.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.53% | $42M | 63.1K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.53% | $2M | 3.3K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.52% | $3M | 4.5K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.52% | $4M | 5.8K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.52% | $6M | 9.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.52% | $10M | 16.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.51% | $11M | 18.2K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 0.51% | $1M | 1.9K | Q2 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.51% | $852,768 | 1.4K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.51% | $777,734 | 1.3K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.51% | $2M | 2.7K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.51% | $1M | 2.3K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.51% | $36M | 59.0K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.51% | $656,734 | 1.1K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.50% | $9M | 15.2K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.49% | $5M | 7.5K | Q2 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.49% | $6M | 9.7K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.49% | $39M | 63.7K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.49% | $1M | 2.4K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 0.49% | $738,262 | 1.2K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.48% | $884,087 | 1.4K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.48% | $2M | 3.1K | Q4 2025OLDER |
| Asset Management Group, Inc.$619M AUM | 0.48% | $3M | 4.8K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.48% | $2M | 3.7K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.47% | $863,464 | 1.4K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.47% | $2M | 2.7K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.47% | $5M | 9.0K | Q4 2025OLDER |
| Darrow Company, Inc.$222M AUM | 0.47% | $1M | 1.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.47% | $2M | 3.9K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.46% | $683,856 | 1.1K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.46% | $3M | 4.1K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.45% | $817,207 | 1.3K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.45% | $35M | 57.4K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.45% | $37M | 59.2K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.45% | $19M | 31.5K | Q3 2025OLDER |
| Livet Wealth, LLC$157M AUM | 0.45% | $703,904 | 1.1K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.45% | $1M | 1.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.45% | $7M | 10.6K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.44% | $461,857 | 743 | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.44% | $611,826 | 992 | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.44% | $1M | 2.0K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.44% | $813,302 | 1.3K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 0.44% | $594,231 | 985 | Q4 2025OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.44% | $2M | 2.6K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.44% | $583,461 | 836 | Q2 2026 |
| GK Wealth Management LLC$190M AUM | 0.44% | $500,789 | 836 | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.43% | $3M | 4.2K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.42% | $3M | 4.4K | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.42% | $87M | 141.2K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.42% | $24M | 38.0K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 0.42% | $610,535 | 990 | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.42% | $2M | 2.9K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.41% | $690,155 | 1.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.41% | $5M | 6.7K | Q2 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 0.41% | $1M | 2.0K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 0.41% | $437,900 | 710 | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.41% | $2M | 3.2K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.40% | $613,059 | 994 | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.40% | $1M | 1.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.40% | $13M | 21.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.40% | $1M | 1.9K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.39% | $10M | 14.3K | Q2 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.39% | $3M | 5.6K | Q1 2026OLDER |
| NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM | 0.39% | $6M | 335 | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.38% | $2M | 3.5K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.38% | $3M | 4.8K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.37% | $545,493 | 904 | Q4 2025OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.37% | $395,697 | 640 | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.37% | $457,286 | 758 | Q4 2025OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.37% | $5M | 7.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.37% | $21M | 32.3K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.37% | $835,746 | 1.5K | Q2 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.36% | $10M | 15.5K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.36% | $3M | 4.5K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.36% | $502,043 | 814 | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.36% | $1M | 1.8K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.36% | $2M | 2.7K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.36% | $2M | 2.7K | Q3 2025OLDER |
| MRWM Advisors, LLC$184M AUM | 0.36% | $658,699 | 1.1K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.36% | $568,670 | 922 | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.35% | $2M | 2.9K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.35% | $2M | 3.6K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.35% | $435,433 | 706 | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.35% | $926,374 | 1.5K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 0.35% | $521,789 | 846 | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.34% | $5M | 8.0K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.34% | $705,359 | 1.1K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.34% | $719,759 | 1.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.34% | $69M | 111.7K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 0.34% | $4M | 6.0K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.34% | $1M | 2.1K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.34% | $11M | 18.2K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.34% | $5M | 7.7K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.34% | $8M | 12.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.33% | $3M | 4.7K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.33% | $3M | 4.7K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.33% | $4M | 6.1K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.33% | $487,857 | 791 | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.33% | $1M | 2.0K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.33% | $31M | 50.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.33% | $533M | 864.8K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.33% | $746,280 | 1.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.33% | $5M | 8.7K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.32% | $4M | 6.5K | Q3 2025OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.32% | $7M | 10.9K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.32% | $2M | 3.6K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.32% | $3M | 4.2K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.32% | $904,434 | 1.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.32% | $4M | 5.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.32% | $5M | 7.9K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.31% | $544,636 | 883 | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.31% | $548,094 | 889 | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 0.31% | $3M | 5.2K | Q3 2025OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.31% | $1M | 1.5K | Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.31% | $994,858 | 1.6K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.31% | $3M | 5.0K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.31% | $921,439 | 1.5K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 0.30% | $482,940 | 783 | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.30% | $866,548 | 1.4K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.30% | $6M | 9.3K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.30% | $1M | 2.0K | Q2 2026 |
| BigSur Wealth Management LLC$356M AUM | 0.30% | $1M | 1.7K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.30% | $897,386 | 1.5K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.30% | $6M | 10.0K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.30% | $585,061 | 949 | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.30% | $4M | 6.2K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.30% | $1M | 1.8K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.30% | $2M | 2.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.30% | $988,338 | 1.4K | Q2 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.29% | $1M | 1.7K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.29% | $7M | 10.7K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.29% | $929,457 | 1.5K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.29% | $700,225 | 1.1K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 0.29% | $440,983 | 715 | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 0.29% | $777,517 | 1.3K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.29% | $3M | 5.4K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.29% | $9M | 14.0K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.29% | $433,582 | 703 | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.29% | $1M | 1.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.29% | $7M | 11.1K | Q1 2026OLDER |
| SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM | 0.28% | $7M | 11.0K | Q3 2025OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.28% | $1M | 2.1K | Q2 2026 |
| Rise Advisors, LLC$284M AUM | 0.28% | $804,149 | 1.3K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.28% | $790,787 | 1.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.28% | $849,279 | 1.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.28% | $20M | 33.1K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.28% | $1M | 2.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.28% | $21M | 33.8K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 0.28% | $1M | 2.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.28% | $4M | 6.4K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.28% | $1M | 2.1K | Q2 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.28% | $506,521 | 819 | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.27% | $726,543 | 1.2K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 0.27% | $333,667 | 541 | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.27% | $844,961 | 1.4K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.27% | $371,210 | 613 | Q4 2025OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.27% | $765,124 | 1.2K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.27% | $1M | 1.8K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.27% | $17M | 26.9K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.27% | $2M | 3.0K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.27% | $1M | 2.1K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.27% | $3M | 3.6K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.27% | $1M | 2.1K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 0.26% | $277,542 | 450 | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.26% | $2M | 2.7K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.26% | $2M | 3.4K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.26% | $2M | 4.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.26% | $11M | 18.5K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.26% | $412,612 | 669 | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.26% | $844,344 | 1.4K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.26% | $1M | 2.0K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.26% | $1M | 1.9K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 0.25% | $300,979 | 488 | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.25% | $1M | 1.8K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.25% | $520M | 322.3K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.25% | $752,447 | 1.2K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.25% | $5M | 7.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.25% | $431M | 699.3K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.25% | $981,882 | 1.6K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.25% | $300,979 | 488 | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.25% | $7M | 11.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.25% | $27M | 43.7K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 0.24% | $585,305 | 949 | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.24% | $2M | 2.9K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 0.24% | $297,895 | 483 | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.24% | $537,023 | 901 | Q3 2025OLDER |
| Impact Capital Partners LLC$331M AUM | 0.24% | $811,412 | 1.3K | Q4 2025OLDER |
| FCA CORP /TX$354M AUM | 0.24% | $851,129 | 1.4K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.24% | $2M | 3.3K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.24% | $727,447 | 1.2K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.24% | $351,553 | 570 | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.23% | $242,387 | 393 | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.23% | $6M | 10.2K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.23% | $1M | 1.9K | Q4 2025OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.23% | $481,073 | 780 | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.23% | $1M | 1.8K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.23% | $677,203 | 1.1K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.23% | $12M | 19.0K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.23% | $900,470 | 1.5K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.23% | $2M | 3.5K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.23% | $3M | 4.5K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.23% | $2M | 2.8K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.22% | $546,342 | 886 | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.22% | $369,811 | 613 | Q4 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.22% | $840,027 | 1.4K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.22% | $452,842 | 702 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.22% | $29M | 47.5K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.22% | $257,804 | 418 | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.22% | $512,527 | 831 | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.22% | $591,330 | 946 | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.22% | $905,110 | 1.5K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.22% | $1M | 1.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.22% | $980,034 | 1.6K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 0.22% | $777,454 | 1.3K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.22% | $4M | 6.1K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.22% | $490,941 | 796 | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.22% | $1M | 1.7K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.22% | $1M | 2.0K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.22% | $1M | 2.3K | Q4 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.22% | $1M | 2.2K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.22% | $8M | 13.1K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.22% | $395,457 | 562 | Q2 2026 |
| D. SCOTT NEAL, INC.$216M AUM | 0.22% | $464,904 | 780 | Q3 2025OLDER |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.21% | $249,172 | 404 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.21% | $19M | 30.4K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.21% | $3M | 3.6K | Q2 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.21% | $5M | 8.4K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.21% | $2M | 3.2K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.21% | $351,553 | 570 | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 0.21% | $411,379 | 667 | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.21% | $317,507 | 515 | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.21% | $273,225 | 443 | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.21% | $335,389 | 477 | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.21% | $2M | 3.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.21% | $245,470 | 398 | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 0.21% | $280,626 | 455 | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.21% | $5M | 8.4K | Q3 2025OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.20% | $424,436 | 688 | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.20% | $221,404 | 367 | Q4 2025OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.20% | $202,650 | 340 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.20% | $142M | 229.9K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.20% | $902,320 | 1.5K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.20% | $572,785 | 961 | Q3 2025OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.20% | $1M | 1.7K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.20% | $1M | 2.4K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.20% | $3M | 5.2K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.20% | $894,302 | 1.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.20% | $12M | 19.2K | Q1 2026OLDER |
| Ashford Advisors, LLC$429M AUM | 0.20% | $841,474 | 1.4K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.20% | $301,596 | 489 | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 0.20% | $506,447 | 720 | Q2 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.20% | $3M | 4.3K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.19% | $4M | 5.8K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.19% | $277,670 | 450 | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.19% | $1M | 1.9K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 0.19% | $450,235 | 730 | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.19% | $482,784 | 810 | Q3 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.19% | $2M | 3.4K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.19% | $1M | 1.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.19% | $2M | 3.0K | Q4 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.18% | $23M | 37.1K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.18% | $9M | 13.8K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.18% | $794,741 | 1.3K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.18% | $835,459 | 1.3K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.18% | $321,949 | 522 | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.18% | $986,816 | 1.6K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.18% | $2M | 2.7K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 0.18% | $378,967 | 636 | Q3 2025OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.18% | $1M | 2.0K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 0.18% | $895,352 | 1.3K | Q2 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.18% | $962,124 | 1.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.