SPDR SERIES TRUST
CUSIP 78468R556
Spdr Series Trust has 399 institutional holders in Filings Flow’s 13F database, together reporting 20.97M shares worth $3.5B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Goldman Sachs Group Inc, and Jane Street Group, LLC.
Institutional Holders
399
Q1 2026
Reported Value
$3.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Massar Capital Management, LP$934M AUM | 19.46% | $182M | 1.00M | Q1 2026OLDER |
| Cadence Wealth Management LLC$240M AUM | 15.70% | $38M | 207.0K | Q1 2026OLDER |
| Vanderbilt University$526M AUM | 10.63% | $56M | 307.9K | Q1 2026OLDER |
| Monolith Management Ltd$332M AUM | 10.41% | $35M | 190.0K | Q1 2026OLDER |
| Encompass Capital Advisors LLC$3.3B AUM | 7.57% | $253M | 1.39M | Q1 2026OLDER |
| ARP Global Capital Ltd$170M AUM | 6.50% | $11M | 60.8K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 5.85% | $10M | 54.5K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 5.85% | $15M | 79.9K | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 4.91% | $53M | 418.0K | Q4 2025OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 4.34% | $118M | 650.0K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 4.16% | $34M | 188.4K | Q1 2026OLDER |
| SoftVest Advisors, LLC$872M AUM | 3.75% | $33M | 180.0K | Q1 2026OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 2.77% | $182M | 1.00M | Q1 2026OLDER |
| ABBINGTON INVESTMENT GROUP$172M AUM | 2.75% | $5M | 26.0K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 2.48% | $32M | 175.3K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 2.45% | $93M | 511.0K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 2.39% | $218M | 1.20M | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 2.35% | $25M | 200.0K | Q4 2025OLDER |
| Nikulski Financial, Inc.$405M AUM | 2.08% | $8M | 46.3K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 2.06% | $5M | 28.4K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 2.03% | $12M | 68.0K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 1.96% | $11M | 61.0K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 1.94% | $4M | 20.5K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 1.90% | $3M | 15.0K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.83% | $7M | 36.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 1.77% | $9M | 64.7K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 1.66% | $16M | 90.0K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 1.64% | $2M | 10.3K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 1.57% | $2M | 12.6K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 1.54% | $580M | 3.19M | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 1.50% | $3M | 774 | Q3 2025OLDER |
| RH Tailwind Management, LLC$781M AUM | 1.47% | $11M | 63.0K | Q1 2026OLDER |
| PING CAPITAL MANAGEMENT, INC.$350M AUM | 1.45% | $5M | 40.0K | Q4 2025OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 1.42% | $5M | 28.4K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 1.42% | $3M | 18.5K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 1.37% | $63M | 500.5K | Q4 2025OLDER |
| Elliott Investment Management L.P.$20.1B AUM | 1.34% | $303M | 2.40M | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 1.32% | $11M | 58.1K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 1.17% | $36M | 2.0K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 1.09% | $8M | 45.6K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 1.08% | $5M | 24.9K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 1.00% | $1M | 7.5K | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.96% | $25M | 190.0K | Q3 2025OLDER |
| Carrera Capital Advisors$649M AUM | 0.89% | $6M | 31.7K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.84% | $10M | 55.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.84% | $70M | 386.8K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.78% | $834,418 | 4.6K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.78% | $3M | 17.3K | Q2 2026 |
| Sender Co & Partners, Inc.$165M AUM | 0.76% | $2M | 12.9K | Q4 2025OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.70% | $2M | 12.1K | Q1 2026OLDER |
| Pillsbury Lake Capital LLC$221M AUM | 0.69% | $2M | 8.4K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.58% | $950,062 | 5.2K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.58% | $1M | 5.8K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.57% | $1M | 6.3K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.57% | $2M | 9.0K | Q1 2026OLDER |
| Condire Management, LP$1.0B AUM | 0.54% | $5M | 41.0K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.52% | $282M | 1.55M | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 0.52% | $1M | 5.8K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.52% | $3M | 14.8K | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 0.49% | $629,495 | 3.5K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.49% | $658,952 | 3.6K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.49% | $1M | 5.9K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 0.49% | $1M | 8.0K | Q2 2026 |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.46% | $1M | 7.2K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.45% | $909,150 | 5.0K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.45% | $8M | 46.6K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.44% | $273M | 1.50M | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.43% | $20M | 111.0K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.42% | $6M | 42.1K | Q3 2025OLDER |
| Rokos Capital Management LLP$13.2B AUM | 0.42% | $55M | 304.0K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.41% | $159M | 962.1K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 0.40% | $2M | 8.7K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.39% | $2M | 11.9K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.39% | $13M | 73.0K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.38% | $1M | 8.4K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.37% | $5M | 27.4K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.36% | $26M | 200.0K | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.36% | $5M | 29.7K | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.36% | $25M | 200.0K | Q4 2025OLDER |
| Mirabaud & Cie SA$249M AUM | 0.36% | $872,208 | 4.8K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.35% | $5M | 25.3K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.35% | $619,131 | 3.4K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.35% | $3M | 18.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.35% | $675,505 | 4.4K | Q2 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.34% | $769,636 | 4.2K | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.33% | $32M | 176.5K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.32% | $4M | 23.6K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.30% | $1M | 7.3K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.29% | $84M | 464.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.28% | $2M | 13.4K | Q1 2026OLDER |
| Corecam Pte. Ltd.$231M AUM | 0.28% | $646,880 | 3.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.28% | $167M | 919.7K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.28% | $641,860 | 3.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.28% | $9M | 51.0K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.27% | $1M | 7.6K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.27% | $8M | 45.3K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.27% | $3M | 14.3K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.27% | $486,941 | 2.7K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.26% | $63M | 346.5K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.26% | $936,061 | 5.1K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.26% | $16M | 125.0K | Q4 2025OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.25% | $2M | 10.3K | Q2 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.24% | $231,866 | 1.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.24% | $4M | 22.3K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.23% | $2M | 8.5K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.23% | $973,700 | 5.4K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.23% | $132M | 727.1K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.23% | $2M | 11.4K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.23% | $317,839 | 1.7K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.23% | $898,761 | 4.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.22% | $519M | 2.85M | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.21% | $47M | 258.7K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.21% | $1M | 7.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.20% | $1.8B | 9.90M | Q1 2026OLDER |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.19% | $2M | 15.0K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.19% | $6M | 50.5K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.19% | $29M | 160.0K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.18% | $1M | 8.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.17% | $410M | 2.26M | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.17% | $390,389 | 2.1K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.16% | $530,034 | 2.9K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.16% | $312,020 | 1.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.16% | $68M | 371.4K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.16% | $14M | 78.3K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 0.16% | $381,843 | 2.1K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.15% | $376,284 | 2.1K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.15% | $594,900 | 4.5K | Q3 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.15% | $907,165 | 5.0K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.15% | $207,583 | 1.6K | Q4 2025OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.15% | $354,387 | 1.9K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.15% | $911,150 | 5.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.14% | $280,660 | 2.1K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.14% | $6M | 33.1K | Q1 2026OLDER |
| Hartree Partners, LP$467M AUM | 0.14% | $396,600 | 3.0K | Q3 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.14% | $3,635 | 27.5K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.14% | $2M | 8.3K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.13% | $224,364 | 1.8K | Q4 2025OLDER |
| WIT Partners Advisory Pte. Ltd.$342M AUM | 0.13% | $454,575 | 2.5K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.13% | $276,382 | 1.5K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.13% | $22M | 120.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.12% | $517,617 | 2.8K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.12% | $5M | 29.0K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.12% | $530,569 | 2.9K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.12% | $542,944 | 3.0K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.12% | $573,352 | 3.2K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.12% | $3M | 17.7K | Q2 2026 |
| Wakefield Asset Management LLLP$377M AUM | 0.12% | $440,756 | 2.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.11% | $8M | 44.9K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.11% | $363,660 | 2.0K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.11% | $382,565 | 2.5K | Q2 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.11% | $77M | 421.7K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.11% | $3M | 18.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.11% | $524,585 | 3.0K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 0.11% | $337,518 | 1.9K | Q1 2026OLDER |
| Nokomis Capital, L.L.C.$349M AUM | 0.11% | $396,600 | 3.0K | Q3 2025OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.10% | $225,106 | 1.2K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.10% | $5M | 25.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.10% | $588M | 3.23M | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.09% | $7M | 39.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.09% | $4M | 31.1K | Q4 2025OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.09% | $695,682 | 3.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.09% | $723M | 3.98M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.09% | $13M | 69.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.09% | $71M | 390.3K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.09% | $690,954 | 3.8K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.09% | $1M | 6.0K | Q1 2026OLDER |
| Torrey Growth & Income Advisors$239M AUM | 0.09% | $297,450 | 2.3K | Q3 2025OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.09% | $285,291 | 1.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.09% | $1M | 7.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.09% | $740M | 4.07M | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.08% | $217,634 | 1.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.08% | $459,303 | 2.5K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.08% | $661,000 | 5.0K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.08% | $105M | 788.3K | Q3 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.07% | $165,250 | 1.3K | Q3 2025OLDER |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 0.07% | $3M | 255 | Q3 2025OLDER |
| Copia Wealth Management$146M AUM | 0.07% | $104,916 | 577 | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.07% | $1M | 7.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 23.4K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.07% | $406,027 | 2.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.07% | $14M | 76.7K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.06% | $750,149 | 4.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $79M | 435.1K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.06% | $368,933 | 2.0K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.06% | $3M | 18.0K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.06% | $321,839 | 1.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.06% | $2M | 13.3K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.06% | $757,650 | 6.0K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.05% | $612,866 | 4.9K | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.05% | $23M | 127.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 13.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.05% | $41M | 224.3K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.05% | $429,304 | 2.4K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $356,387 | 2.0K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.05% | $315,111 | 1.7K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.05% | $236,379 | 1.3K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.04% | $319,513 | 1.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.04% | $118,008 | 649 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.04% | $54,549 | 300 | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $781,869 | 4.3K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.04% | $328,930 | 1.8K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.04% | $341,000 | 2.7K | Q4 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.04% | $1M | 6.6K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $259,653 | 1.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $263M | 1.45M | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.04% | $162M | 892.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 9.6K | Q4 2025OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $348,750 | 1.9K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.04% | $63,640 | 350 | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.04% | $8M | 62.4K | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.04% | $42,730 | 235 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $25M | 136.6K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.04% | $757,560 | 6.0K | Q4 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.04% | $2M | 11.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 5.5K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $309,656 | 1.7K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.03% | $1M | 5.7K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.03% | $93,007 | 704 | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 7.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.03% | $4M | 19.8K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.03% | $269,472 | 1.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.03% | $908,422 | 5.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.03% | $287,655 | 1.6K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 10.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.03% | $200M | 1.10M | Q1 2026OLDER |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.03% | $584,583 | 3.2K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.03% | $80,906 | 612 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $111M | 610.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 13.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 10.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $639,686 | 3.5K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.03% | $9M | 53.0K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $277,509 | 1.5K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.03% | $94,695 | 750 | Q4 2025OLDER |
| Invst, LLC$886M AUM | 0.03% | $239,106 | 1.3K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $803,507 | 4.4K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.03% | $1M | 10.0K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $671,680 | 3.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 6.0K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.03% | $82,733 | 455 | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $316,857 | 1.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $7M | 36.0K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.02% | $90,915 | 500 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $333M | 1.83M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $956,090 | 5.3K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.02% | $390,677 | 2.1K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.02% | $200,522 | 1.5K | Q3 2025OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.02% | $454,575 | 2.5K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.02% | $590,403 | 3.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $25M | 138.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $4M | 34.9K | Q4 2025OLDER |
| Founders Capital Management$205M AUM | 0.02% | $45,821 | 252 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 15.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 9.3K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.02% | $19M | 105.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $372,388 | 2.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $394,606 | 2.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 9.4K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.02% | $2M | 13.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $808,403 | 6.1K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $336,386 | 1.9K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $826,599 | 4.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $98M | 538.5K | Q2 2026 |
| LOM Asset Management Ltd$348M AUM | 0.02% | $63,641 | 350 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $204,013 | 1.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 15.3K | Q2 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $250,913 | 1.9K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $333,909 | 2.6K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 18.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 6.3K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.02% | $861,977 | 6.8K | Q4 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.02% | $272,745 | 1.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $250,896 | 1.4K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.02% | $874,416 | 4.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $462,466 | 2.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $257M | 2.03M | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.02% | $581,856 | 3.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $636,950 | 3.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $15M | 84.0K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $248,562 | 1.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 6.0K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $639,380 | 3.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $259,715 | 1.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 16.2K | Q1 2026OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 0.01% | $254,017 | 1.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 6.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.01% | $126,047 | 953.5K | Q3 2025OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.01% | $230,705 | 1.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 10.4K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $72,732 | 400 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $23,167 | 127 | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 0.01% | $869,632 | 4.5K | Q3 2025OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.01% | $40,366 | 222 | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 8.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $9M | 48.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $295,470 | 1.6K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $690,500 | 3.8K | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.01% | $101,010 | 37.0K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $208,014 | 1.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $383,685 | 2.1K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.01% | $1M | 8.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $335,477 | 1.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 23.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $212,744 | 1.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.01% | $63,459 | 349 | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $390,531 | 3.1K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.01% | $36,366 | 200 | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $320,448 | 2.4K | Q3 2025OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.01% | $496,941 | 2.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $23M | 128.8K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $123,408 | 800 | Q2 2026 |
| Abound Wealth Management$440M AUM | 0.01% | $36,366 | 200 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 11.2K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $999,883 | 5.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 9.2K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $12,956 | 71 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $440,945 | 2.4K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $29,093 | 160 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $638,289 | 3.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 13.9K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.01% | $234,379 | 1.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 39.9K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $299,030 | 1.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 192.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $332,995 | 1.8K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.01% | $59,095 | 325 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $915,392 | 5.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $522,399 | 2.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $36,366 | 200 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.01% | $15M | 115.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 28.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $13,220 | 100 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $282,927 | 1.6K | Q2 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $60,186 | 331 | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $14,899 | 118 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $63,075 | 346 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $22,001 | 121 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 7.1K | Q2 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $288,382 | 1.6K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $74,550 | 410 | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $18,183 | 100 | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $257,448 | 1.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $391,782 | 2.2K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 6.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 21.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $565,993 | 3.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $532,109 | 2.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $365,115 | 2.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 16.1K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $5,637 | 31 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 22.8K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $322,203 | 1.8K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 6.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $697,884 | 5.3K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 13.0K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $7,273 | 40 | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 10.5K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 13.0K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $44,367 | 244 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 76.0K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $21,638 | 119 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $745,503 | 4.1K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $735,501 | 4.0K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $4,546 | 25 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $26,440 | 200 | Q3 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 6.7K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $48,549 | 267 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $704,126 | 3.9K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $113,099 | 622 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $46,003 | 253 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 42.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $441,631 | 2.4K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $109,098 | 600 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $36M | 195.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $270,698 | 1.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 7.5K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,546 | 14 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 6.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $6,364 | 35 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 7.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $129,681 | 713 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $6M | 32.5K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $52,392 | 288 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $349,143 | 1.9K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $800,110 | 6.3K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $243,564 | 1.3K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $7,133 | 39 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $318,537 | 1.8K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $7,713 | 50 | Q2 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $155,782 | 870 | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $1M | 7.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $23,780 | 136 | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $5,455 | 30 | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $5,273 | 29 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $163,859 | 937 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $355,531 | 2.0K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.00% | $2,954 | 22 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 15.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 6.2K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $5,245 | 29 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 7.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 7.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $19,301 | 146 | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $2,399 | 13 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $814,700 | 4.5K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $3,793 | 21 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $6,546 | 36 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $171,872 | 945 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $1,818 | 10 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $14,910 | 82 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 11.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $718,774 | 4.0K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.00% | $272,745 | 1.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $48,730 | 268 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $315,903 | 2.5K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $431,293 | 2.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $896,240 | 4.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $52,367 | 288 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $30,548 | 168 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 14.9K | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $331,840 | 1.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 8.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 19.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $5,637 | 31 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $11,999 | 66 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 6.5K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $4,782 | 31 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 9.7K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $709,137 | 3.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $410,594 | 2.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $3,305 | 25 | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $2M | 12.6K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $19,283 | 125 | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $692,067 | 5.2K | Q3 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 14.3K | Q3 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $5,637 | 31 | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $754 | 4 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $12,939 | 74 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $889,879 | 4.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $16,540 | 131 | Q4 2025OLDER |
| CTC LLC$217.2B AUM | 0.00% | $1M | 86 | Q4 2025OLDER |
| Boston Partners$95.5B AUM | 0.00% | $504,578 | 2.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $15,092 | 83 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $263,472 | 1.4K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $852,869 | 6.5K | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $1,322 | 10 | Q3 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $6,365 | 35 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $13,455 | 74 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $261,835 | 1.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,365 | 79 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $26,440 | 200 | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $16,609 | 91 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $5,148 | 28 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $93,964 | 517 | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $5,631 | 31 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $644 | 4.9K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $22,001 | 121 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,546 | 25 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $486,152 | 2.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,995 | 95 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 6.2K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,894 | 15 | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $232,742 | 1.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,269 | 23 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $34,366 | 189 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $34,097 | 188 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $238 | 1 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $238 | 1 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $6,364 | 35 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $11,455 | 63 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $545 | 3 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,136 | 9 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,728 | 92 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $182 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $317,232 | 1.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $11,455 | 63 | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $20 | 0 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $35,275 | 194 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $182 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $42,730 | 235 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.