SPDR SERIES TRUST
CUSIP 78468R101
Spdr Series Trust has 420 institutional holders in Filings Flow’s 13F database, together reporting 168.03M shares worth $4.0B as of Q1 2026. The largest reported holders are State Street Corp, Globalt Investments LLC / Ga, and Lpl Financial LLC.
Institutional Holders
420
Q1 2026
Reported Value
$4.0B
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 |
|---|---|---|---|---|
| Independence Wealth Advisors, LLC$188M AUM | 17.92% | $34M | 1.15M | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 14.26% | $103M | 3.53M | Q2 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 13.24% | $15M | 498.4K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 11.91% | $43M | 1.47M | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 10.97% | $51M | 1.73M | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 10.55% | $296M | 10.14M | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 10.03% | $90M | 3.10M | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 7.95% | $8M | 280.8K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 6.16% | $9M | 312.6K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 6.16% | $16M | 549.8K | Q2 2026 |
| WorthPointe, LLC$369M AUM | 5.52% | $20M | 698.8K | Q1 2026OLDER |
| Treasure Coast Financial Planning$194M AUM | 5.47% | $11M | 363.9K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 5.43% | $51M | 1.75M | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 5.21% | $38M | 1.30M | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 4.82% | $22M | 763.6K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 4.75% | $13M | 443.9K | Q3 2025OLDER |
| Troutman Wealth Management, LLC$120M AUM | 4.73% | $6M | 194.4K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 4.64% | $7M | 229.2K | Q2 2026 |
| HHM Wealth Advisors, LLC$869M AUM | 4.39% | $38M | 1.31M | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 4.31% | $29M | 988.1K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 4.27% | $9M | 308.0K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 3.91% | $6M | 198.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 3.86% | $3,895 | 133.0K | Q4 2025OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 3.76% | $26M | 895.2K | Q2 2026 |
| Main Line Retirement Advisors, LLC$200M AUM | 3.73% | $7M | 255.8K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 3.72% | $41M | 1.38M | Q4 2025OLDER |
| Members Trust Co$3.0B AUM | 3.66% | $110M | 3.77M | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 3.60% | $29M | 999.0K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 3.38% | $18M | 628.1K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 3.31% | $9M | 292.1K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 3.17% | $4M | 152.0K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 3.14% | $26M | 880.2K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 3.05% | $3M | 94.9K | Q4 2025OLDER |
| Rinkey Investments$391M AUM | 3.04% | $12M | 407.1K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 2.96% | $10M | 338.4K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 2.68% | $38M | 1.30M | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 2.65% | $12M | 402.6K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 2.61% | $14M | 470.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 2.60% | $19M | 636.1K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 2.57% | $29M | 1.01M | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 2.53% | $7M | 252.5K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 2.50% | $13M | 438.6K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 2.50% | $6M | 190.9K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 2.44% | $14M | 495.1K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 2.32% | $43M | 1.47M | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 2.22% | $6M | 200.3K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 2.10% | $3M | 106.6K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 2.01% | $6M | 211.7K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 2.01% | $2M | 79.2K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.93% | $31M | 1.07M | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 1.83% | $6M | 203.6K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.83% | $30M | 1.03M | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 1.80% | $22M | 745.4K | Q3 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 1.78% | $46M | 1.59M | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 1.70% | $5M | 177.9K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 1.57% | $12M | 406.4K | Q4 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.52% | $14M | 464.2K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 1.50% | $4M | 146.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 1.39% | $16M | 556.1K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 1.37% | $5M | 157.4K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 1.37% | $8M | 285.7K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.31% | $41M | 1.41M | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 1.29% | $39M | 1.33M | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 1.21% | $1M | 42.8K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 1.14% | $3M | 114.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 1.08% | $6M | 208.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.05% | $70M | 2.40M | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.03% | $60M | 2.07M | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 1.01% | $2M | 52.0K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.99% | $5M | 171.1K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.95% | $2M | 66.2K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.86% | $3M | 86.9K | Q4 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.83% | $4M | 124.5K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.82% | $1M | 43.1K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.82% | $4M | 134.3K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 0.81% | $812,554 | 27.8K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.79% | $2M | 83.9K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.79% | $934,256 | 32.0K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.76% | $3M | 105.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.75% | $2M | 81.1K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.74% | $19M | 643.3K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.69% | $1M | 41.4K | Q4 2025OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.69% | $4M | 138.2K | Q2 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.68% | $8M | 266.7K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.67% | $5M | 153.2K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.67% | $1M | 41.4K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.66% | $3M | 89.7K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 0.64% | $1M | 42.1K | Q4 2025OLDER |
| JT Stratford LLC$786M AUM | 0.58% | $5M | 155.0K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.56% | $729,646 | 25.0K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.56% | $2M | 83.2K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.53% | $2M | 71.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.52% | $7M | 242.6K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.50% | $4M | 138.1K | Q2 2026 |
| Downshift Financial, LLC$193M AUM | 0.50% | $956,423 | 32.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.49% | $10M | 346.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.48% | $737,437 | 25.3K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.47% | $1M | 45.0K | Q3 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.47% | $2M | 65.4K | Q2 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.46% | $21M | 731.6K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.44% | $751,243 | 25.9K | Q2 2026 |
| MATAURO, LLC$692M AUM | 0.39% | $3M | 92.8K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.36% | $817,157 | 28.0K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.36% | $5M | 163.5K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 0.36% | $370,177 | 12.7K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.33% | $2M | 81.7K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.33% | $2M | 75.7K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.33% | $875,605 | 30.0K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.32% | $650,699 | 22.2K | Q3 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.32% | $5M | 162.4K | Q2 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.31% | $942,039 | 32.2K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.31% | $2M | 64.4K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.31% | $576,036 | 19.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.30% | $7M | 241.8K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.29% | $1M | 40.0K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.29% | $381,908 | 13.1K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.28% | $20M | 695.3K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.27% | $7M | 240.7K | Q3 2025OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.26% | $16M | 534.2K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.26% | $402,122 | 13.8K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.26% | $683,571 | 23.4K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.26% | $683,571 | 23.4K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.25% | $5M | 178.4K | Q3 2025OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.25% | $1M | 37.7K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.24% | $292,073 | 10.0K | Q3 2025OLDER |
| Partners in Financial Planning$603M AUM | 0.24% | $1M | 50.0K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 0.24% | $2M | 25.5K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.23% | $16M | 564.7K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.23% | $232,688 | 7.9K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.23% | $4M | 124.5K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.22% | $471,578 | 16.2K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.21% | $16M | 536.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.21% | $565,567 | 19.4K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.21% | $922,769 | 31.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.21% | $4M | 123.8K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.21% | $5M | 165.6K | Q3 2025OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.21% | $371,155 | 12.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.20% | $2M | 67.9K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.20% | $815,844 | 28.0K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.20% | $237,580 | 8.1K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.20% | $3M | 90.7K | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 0.20% | $246,860 | 8.4K | Q4 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.20% | $601,852 | 20.5K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.20% | $30M | 1.04M | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.20% | $18M | 615.4K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.19% | $294,837 | 10.1K | Q4 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.19% | $266,384 | 9.1K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.19% | $502,742 | 17.2K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.18% | $1M | 47.7K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.18% | $214,277 | 7.3K | Q4 2025OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.18% | $428,922 | 14.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.18% | $4M | 126.2K | Q4 2025OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.18% | $374,081 | 12.8K | Q3 2025OLDER |
| Capital Management Associates, Inc$442M AUM | 0.18% | $784,358 | 26.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.18% | $14M | 475.5K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.17% | $748,973 | 25.7K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.16% | $334,448 | 11.5K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.16% | $473,591 | 16.2K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.16% | $3M | 113.0K | Q4 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.15% | $441,348 | 15.1K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.15% | $879,600 | 30.0K | Q3 2025OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.15% | $299,769 | 10.2K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.14% | $1M | 50.9K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.14% | $513,305 | 17.6K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.13% | $824,643 | 28.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.13% | $9M | 317.5K | Q2 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.13% | $540,138 | 18.6K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.13% | $91M | 3.13M | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.13% | $202,130 | 6.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.13% | $9M | 319.6K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.13% | $213,568 | 7.3K | Q4 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.12% | $71M | 2.44M | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.12% | $399,241 | 13.7K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.12% | $690,593 | 23.7K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.12% | $1M | 49.4K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.11% | $10M | 353.3K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.11% | $1M | 39.7K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.11% | $2M | 51.5K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.11% | $262,424 | 9.0K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.11% | $3M | 106.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.11% | $5M | 158.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $73M | 2.50M | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.11% | $233,032 | 8.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.11% | $21M | 713.8K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.10% | $211,750 | 7.3K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.10% | $719,579 | 24.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.10% | $760,402 | 26.0K | Q4 2025OLDER |
| Lumbard & Kellner, LLC$289M AUM | 0.10% | $289,872 | 9.9K | Q4 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.10% | $216,428 | 7.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.10% | $13M | 442.1K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.10% | $759,468 | 26.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.10% | $21M | 712.5K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.10% | $1M | 34.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $4M | 121.6K | Q2 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.09% | $220,951 | 7.6K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.09% | $429,427 | 14.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.09% | $2M | 80.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.09% | $15M | 526.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.09% | $32M | 1.11M | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.09% | $456,054 | 15.6K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.08% | $723,527 | 24.7K | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.08% | $402,951 | 13.8K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 101.7K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.08% | $7M | 228.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.08% | $342,486 | 11.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 283.5K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.08% | $377,996 | 13.0K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 48.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.08% | $610,812 | 20.9K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.07% | $116,110 | 4.0K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.07% | $806,798 | 27.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.07% | $53M | 1.83M | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 213.4K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $788,648 | 27.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.07% | $264M | 9.06M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $9M | 300.5K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.07% | $620,285 | 21.3K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.07% | $88,152 | 3.0K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.07% | $205,544 | 7.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.07% | $32M | 1.09M | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 60.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.06% | $2M | 77.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $60M | 2.06M | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 82.3K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 117.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.06% | $11M | 386.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.06% | $779,048 | 26.7K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.06% | $202,370 | 6.9K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.06% | $274,236 | 9.4K | Q4 2025OLDER |
| Graney & King, LLC$186M AUM | 0.06% | $106,011 | 3.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.06% | $1M | 37.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.06% | $326,232 | 11.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.06% | $14M | 486.2K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $7M | 246.0K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.05% | $2M | 75.0K | Q3 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 141.9K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.05% | $949,021 | 32.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 185.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 234.3K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.05% | $2M | 75.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 38.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $2M | 60.9K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.05% | $460,056 | 15.8K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.05% | $695,091 | 23.8K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.05% | $634,146 | 21.7K | Q4 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $552,008 | 18.8K | Q3 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.05% | $943,492 | 32.5K | Q2 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.05% | $7M | 247.3K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 41.4K | Q2 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $523,601 | 18.0K | Q2 2026 |
| SMI Advisory Services, LLC$617M AUM | 0.05% | $278,326 | 9.6K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $167M | 5.72M | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 0.04% | $227,487 | 7.8K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.04% | $226,875 | 7.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $834,227 | 28.6K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.04% | $209,706 | 7.2K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.04% | $946,138 | 32.4K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.04% | $515,131 | 17.8K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $78,076 | 2.7K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.04% | $204,462 | 7.0K | Q4 2025OLDER |
| Premier Financial Group$587M AUM | 0.04% | $144,426 | 4.9K | Q3 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.04% | $401,800 | 13.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $258,363 | 8.4K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.04% | $552,532 | 18.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.04% | $28M | 961.8K | Q3 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.04% | $303,067 | 10.4K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 81.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $615,523 | 21.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 58.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.03% | $3M | 89.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 95.9K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.03% | $98,483 | 3.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $2M | 53.0K | Q2 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.03% | $145,720 | 5.0K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $26M | 877.2K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.03% | $204,844 | 7.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 83.9K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $706,948 | 24.4K | Q2 2026 |
| Cypress Capital Group$889M AUM | 0.03% | $242,048 | 8.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $418,009 | 14.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 38.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 167.7K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.03% | $266,032 | 9.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $24M | 816.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $685,275 | 23.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $12M | 412.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $134,792 | 4.6K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $998,090 | 34.2K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.02% | $346,367 | 11.9K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.02% | $292,565 | 10.0K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 157.7K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.02% | $303,443 | 10.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $41,290 | 1.4K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $296,877 | 10.2K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $481,849 | 16.5K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.02% | $25,387 | 870 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 53.3K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 36.0K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.02% | $420,192 | 14.4K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.02% | $212,284 | 7.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $269,619 | 9.3K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $483,711 | 16.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $269,273 | 9.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 214.9K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.02% | $20,047 | 687 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $73M | 2.50M | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $473,008 | 16.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $55,442 | 1.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $397,938 | 13.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $10M | 349.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $225,636 | 7.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 41.6K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $77M | 2.63M | Q2 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $369,915 | 12.7K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $453,982 | 15.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $200,258 | 6.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $372M | 12.75M | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $462,940 | 15.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $311,701 | 10.7K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $491,245 | 16.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 35.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $364,832 | 12.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 425.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 222.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $93,522 | 3.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $285,605 | 9.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $12M | 398.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 197.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $134,344 | 4.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $300,830 | 10.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $761,102 | 26.1K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $226,803 | 7.7K | Q4 2025OLDER |
| RMG Wealth Management LLC$866M AUM | 0.01% | $77,564 | 959 | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $11,614 | 398 | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.01% | $407,936 | 14.0K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $850,357 | 29.2K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.01% | $34,067 | 1.2K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $236,432 | 8.2K | Q2 2026 |
| BankPlus Trust Department$374M AUM | 0.01% | $33,995 | 1.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 265.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $811,128 | 27.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $351,412 | 12.0K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $414,823 | 14.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $26M | 887.6K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $12,256 | 420 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 51.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $42M | 1.46M | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $352,932 | 12.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $225,640 | 7.8K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $405,716 | 13.9K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $203,393 | 6.9K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $210,358 | 7.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 157.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $398,408 | 13.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $11M | 380.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $65,700 | 2.3K | Q2 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $1M | 48.2K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $145,900 | 5.0K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $207,056 | 7.1K | Q3 2025OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $16,049 | 550 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $36,337 | 1.2K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $230,055 | 7.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $267,384 | 9.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $63M | 2.16M | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $6,149 | 210 | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $239,996 | 8.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $272,879 | 9.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $232,048 | 8.0K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 39.3K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.00% | $21,447 | 735 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $37,672 | 1.3K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $280,391 | 9.6K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $10,067 | 345 | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $220,185 | 7.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $118,284 | 4.1K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $32,828 | 1.1K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $20,789 | 710 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $278,348 | 9.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23M | 777.1K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $112,204 | 3.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,883 | 546 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $17,946 | 615 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $6,420 | 220 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $813,027 | 27.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 48.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $61,249 | 2.1K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $8M | 279.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $44M | 1.51M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $658,831 | 22.5K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $485,304 | 16.6K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $7,324 | 251 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $202,855 | 7.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $516,866 | 17.7K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $52,190 | 1.8K | Q3 2025OLDER |
| Navalign, LLC$396M AUM | 0.00% | $9,955 | 340 | Q4 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $9,221 | 316 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $377,566 | 12.9K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $31,514 | 1.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $278,886 | 9.6K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $8,661 | 296 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $327,103 | 11.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $66,326 | 2.3K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $6,945 | 238 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 881.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $20,380 | 698 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 85.1K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $9,192 | 315 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $364,458 | 12.5K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $5,836 | 200 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $10,527 | 361 | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,130 | 73 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $173,679 | 6.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $251,255 | 8.6K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $8,959 | 307 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 373.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $222,391 | 7.5K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $2,000 | 56 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $3M | 97.8K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $2,633 | 90 | Q3 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,486 | 188 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $7,966 | 273 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $85,614 | 2.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $674,117 | 23.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $21,899 | 751 | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.00% | $5,856 | 200 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $477,705 | 16.3K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $2,110 | 72 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 49.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $41,261 | 1.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $200,846 | 6.9K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $3,385 | 116 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $3,385 | 116 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $294,718 | 10.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 35.5K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $74,993 | 2.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $21,476 | 736 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 86.6K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $793,492 | 27.2K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $1,182 | 41 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $1,182 | 41 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 57.3K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $3,151 | 108 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $377,327 | 12.9K | Q1 2026OLDER |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.00% | $292 | 10 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $196,352 | 6.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $585,817 | 20.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 42.2K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $7,791 | 267 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $817 | 28 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $20,981 | 719 | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $818 | 28 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 49.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $791 | 27 | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $414 | 14 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $9,465 | 325 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $132,519 | 4.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,080 | 37 | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $467 | 16 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $27,342 | 937 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $6M | 195.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $5,973 | 204 | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,430 | 49 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $18,967 | 650 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $4,171 | 143 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $1,313 | 45 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $16,777 | 573 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,712 | 400 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $114,154 | 3.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $24,307 | 833 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $26,733 | 913 | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $4 | 0 | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $336 | 12 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $29 | 1 | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $875 | 30 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $49 | 2 | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.