SPDR SERIES TRUST
CUSIP 78468R622
Spdr Series Trust has 546 institutional holders in Filings Flow’s 13F database, together reporting 71.19M shares worth $6.4B as of Q1 2026. The largest reported holders are State Street Corp, Assetmark, Inc, and Wells Fargo & Company/Mn.
Institutional Holders
546
Q1 2026
Reported Value
$6.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Aristotle Pacific Capital, LLC$123M AUM | 18.29% | $22M | 235.0K | Q1 2026OLDER |
| CNO Financial Group, Inc.$174M AUM | 14.22% | $25M | 259.2K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 10.54% | $182M | 1.91M | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 9.51% | $10M | 396.5K | Q4 2025OLDER |
| American Family Investments, Inc.$3.8B AUM | 8.97% | $341M | 3.56M | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 6.12% | $10M | 107.2K | Q2 2026 |
| Japan Science & Technology Agency$4.8B AUM | 5.77% | $278M | 2.90M | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 5.27% | $7M | 74.2K | Q1 2026OLDER |
| Virtus Fixed Income Advisers, LLC$123M AUM | 4.77% | $6M | 61.0K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 4.71% | $13M | 134.8K | Q1 2026OLDER |
| TOEWS CORP /ADV$259M AUM | 4.65% | $32M | 329.0K | Q4 2025OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 4.65% | $11M | 111.3K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 4.31% | $16M | 164.1K | Q2 2026 |
| Idaho Trust Co$308M AUM | 4.15% | $13M | 133.4K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 3.76% | $13M | 132.8K | Q1 2026OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 3.19% | $8M | 79.8K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 2.84% | $5M | 48.3K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 2.83% | $49M | 516.9K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 2.78% | $10M | 106.9K | Q3 2025OLDER |
| Graetz Wealth LLC$112M AUM | 2.56% | $3M | 30.0K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 2.31% | $56M | 584.5K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 2.30% | $15M | 160.1K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 2.20% | $357M | 3.73M | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 2.04% | $175M | 1.80M | Q4 2025OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 1.92% | $3M | 26.8K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.87% | $2M | 25.8K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 1.69% | $17M | 172.7K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 1.53% | $2M | 17.4K | Q3 2025OLDER |
| TI-TRUST, INC$168M AUM | 1.47% | $2M | 25.9K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 1.43% | $28M | 296.1K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 1.34% | $3M | 33.9K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 1.34% | $2M | 18.2K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.31% | $2M | 20.0K | Q2 2026 |
| Kelsey Financial, LLC$114M AUM | 1.29% | $1M | 15.4K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 1.17% | $1M | 12.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 1.15% | $562M | 5.88M | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 1.11% | $4M | 44.5K | Q2 2026 |
| Garner Asset Management Corp$255M AUM | 1.10% | $3M | 29.9K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.08% | $3M | 31.6K | Q3 2025OLDER |
| Stephenson & Company, Inc.$184M AUM | 1.07% | $2M | 20.6K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 1.06% | $12M | 127.6K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 1.04% | $2M | 20.8K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.01% | $33M | 337.6K | Q4 2025OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 1.00% | $5M | 49.6K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 1.00% | $3M | 31.4K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.93% | $2M | 20.9K | Q3 2025OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.91% | $918,440 | 9.4K | Q4 2025OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.87% | $2M | 24.0K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.85% | $1M | 15.5K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.84% | $20M | 202.0K | Q3 2025OLDER |
| Mount Lucas Management LP$271M AUM | 0.80% | $2M | 22.6K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.77% | $3M | 35.7K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.75% | $2M | 20.8K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 0.74% | $2M | 19.1K | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.73% | $792,164 | 8.1K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.73% | $13M | 132.9K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.71% | $1M | 11.4K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.70% | $2M | 21.3K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.69% | $117M | 1.22M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.69% | $8M | 79.8K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.68% | $2M | 16.4K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 0.60% | $2M | 21.0K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.59% | $5M | 51.5K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.59% | $558,506 | 5.8K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.58% | $733,694 | 7.7K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.56% | $2M | 24.7K | Q4 2025OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.55% | $599,013 | 6.1K | Q3 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.55% | $3M | 34.7K | Q4 2025OLDER |
| AXS Investments LLC$290M AUM | 0.54% | $2M | 16.2K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.53% | $840,421 | 8.8K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.52% | $1M | 12.7K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.52% | $3M | 26.6K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.52% | $732,436 | 13.0K | Q4 2025OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.51% | $805,412 | 8.4K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.50% | $766,143 | 8.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.48% | $3M | 30.8K | Q2 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.48% | $840,767 | 8.8K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.48% | $2M | 22.9K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.47% | $2M | 19.1K | Q4 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.44% | $648,177 | 6.8K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.43% | $3M | 27.2K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.42% | $3M | 33.0K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.41% | $671,114 | 6.8K | Q3 2025OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.41% | $2M | 16.1K | Q2 2026 |
| Livet Wealth, LLC$157M AUM | 0.41% | $637,495 | 6.7K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.40% | $25M | 258.6K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.40% | $3M | 31.0K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.38% | $615,960 | 6.4K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.38% | $3M | 35.5K | Q1 2026OLDER |
| Prentice Wealth Management LLC$484M AUM | 0.36% | $1M | 14.9K | Q3 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.35% | $832,506 | 8.6K | Q4 2025OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.33% | $921,763 | 9.6K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.32% | $653,325 | 6.9K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.32% | $1M | 11.1K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.32% | $39M | 410.4K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.32% | $15M | 160.1K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.32% | $1M | 12.9K | Q3 2025OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.32% | $316,546 | 3.3K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.32% | $585,550 | 6.1K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.30% | $561,940 | 69.1K | Q4 2025OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 0.29% | $1M | 12.8K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.29% | $614,593 | 6.3K | Q3 2025OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.28% | $673,486 | 7.0K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.28% | $2M | 25.9K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.28% | $3M | 27.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.28% | $7M | 73.8K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.27% | $1M | 14.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.27% | $6M | 58.8K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.27% | $343,740 | 3.6K | Q2 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.27% | $3M | 35.0K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.26% | $277,691 | 2.9K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.25% | $870,669 | 9.1K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.24% | $725,310 | 7.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.24% | $6M | 65.6K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.24% | $397,495 | 4.2K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.24% | $4M | 44.4K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.24% | $864,544 | 9.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.24% | $4M | 42.6K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.23% | $354,164 | 3.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.23% | $465,013 | 4.8K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.23% | $864,639 | 9.0K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.23% | $141M | 1.47M | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.22% | $657,309 | 6.9K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.22% | $369,866 | 3.8K | Q2 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.22% | $1M | 13.6K | Q4 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.22% | $260,358 | 2.7K | Q2 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.21% | $27M | 271.9K | Q3 2025OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.21% | $1M | 14.8K | Q4 2025OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.21% | $215,179 | 2.2K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$313M AUM | 0.21% | $591,037 | 6.1K | Q4 2025OLDER |
| Chandler Asset Management, Inc.$659M AUM | 0.21% | $1M | 14.2K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.21% | $228,709 | 2.4K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.20% | $639,122 | 6.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.20% | $1M | 14.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.20% | $612,212 | 6.4K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.20% | $304,677 | 3.2K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.20% | $287,298 | 3.0K | Q2 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.20% | $331,095 | 3.5K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.20% | $239,987 | 1 | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.19% | $2M | 17.1K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.19% | $909,340 | 9.5K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.19% | $1M | 15.3K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.19% | $1M | 14.0K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.18% | $205,894 | 2.2K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.18% | $453,903 | 4.6K | Q3 2025OLDER |
| Private Wealth Group, LLC$259M AUM | 0.17% | $348,060 | 3.6K | Q3 2025OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.17% | $8M | 84.0K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.17% | $209M | 2.18M | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.17% | $355,791 | 3.7K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.17% | $2M | 19.7K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.17% | $212,952 | 2.2K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.17% | $665,733 | 7.0K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.17% | $1M | 11.0K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 0.17% | $246,681 | 2.5K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.16% | $4M | 37.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.16% | $8M | 82.4K | Q3 2025OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.16% | $670,175 | 7.0K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.16% | $1M | 11.0K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.16% | $313,320 | 3.2K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.15% | $3M | 28.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.15% | $668,796 | 7.0K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.15% | $1M | 13.9K | Q4 2025OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.15% | $243,025 | 2.5K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.15% | $1M | 11.9K | Q3 2025OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.14% | $269,259 | 2.8K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.14% | $311,336 | 3.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.14% | $491,883 | 5.1K | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.14% | $207M | 2.16M | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.14% | $265,945 | 2.7K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.14% | $19M | 202.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.14% | $18M | 193.0K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.13% | $484,763 | 5.0K | Q3 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.13% | $2M | 17.4K | Q4 2025OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.12% | $334,829 | 3.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.12% | $11M | 112.5K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.12% | $2M | 18.7K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.12% | $267,537 | 2.8K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.12% | $40M | 422.3K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 0.12% | $219,679 | 2.3K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 0.12% | $925,517 | 9.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.12% | $8M | 82.4K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.12% | $518,228 | 5.4K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.11% | $298,646 | 3.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.11% | $327,329 | 3.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.11% | $11M | 110.0K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.11% | $337,987 | 3.5K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.11% | $2M | 15.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.11% | $20M | 205.3K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.11% | $204,745 | 2.1K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.11% | $666,690 | 7.0K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.10% | $477,930 | 5.0K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.10% | $2M | 19.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.10% | $547M | 5.71M | Q2 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.10% | $253,913 | 2.6K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.10% | $13M | 136.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.10% | $6M | 65.6K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.10% | $246,880 | 2.6K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.10% | $1M | 12.9K | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.10% | $622,228 | 6.5K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.09% | $151,879 | 1.6K | Q2 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.09% | $1M | 14.3K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.09% | $239,300 | 2.5K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.09% | $319,417 | 3.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.09% | $1M | 14.4K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.09% | $477,930 | 5.0K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.09% | $343,732 | 3.5K | Q4 2025OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.09% | $357,706 | 3.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 16.0K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.09% | $7M | 66.8K | Q3 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.09% | $6M | 64.3K | Q2 2026 |
| Heirloom Wealth Management$555M AUM | 0.08% | $469,315 | 4.9K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.08% | $422,997 | 4.4K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.08% | $718,570 | 7.5K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $381,832 | 4.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.08% | $337,222 | 3.5K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.08% | $3M | 26.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.08% | $2M | 22.4K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.08% | $203,405 | 2.1K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.08% | $519,664 | 5.4K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.08% | $273,376 | 2.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.08% | $6M | 62.8K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.08% | $254,519 | 2.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.07% | $6M | 60.6K | Q4 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.07% | $724,440 | 7.6K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.07% | $722,939 | 7.4K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.07% | $1M | 11.6K | Q3 2025OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 0.07% | $266,397 | 2.8K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.07% | $563,484 | 5.9K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.07% | $382,651 | 3.9K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.07% | $242,702 | 2.5K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.07% | $4M | 37.9K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.07% | $488,172 | 5.1K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $386,039 | 4.0K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.06% | $232,600 | 2.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.06% | $486,258 | 5.1K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.06% | $229,824 | 2.4K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.06% | $505,119 | 5.2K | Q4 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.06% | $226,952 | 2.4K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.06% | $226,663 | 2.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.06% | $115,782 | 1.2K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.06% | $1M | 12.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.06% | $711,125 | 7.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.06% | $151,878 | 1.6K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.06% | $572,528 | 6.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.06% | $357,364 | 3.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 225.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.06% | $204,044 | 2.1K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 11.8K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.06% | $421,551 | 4.4K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.06% | $381,867 | 3.9K | Q3 2025OLDER |
| Clark Wealth Partners$149M AUM | 0.06% | $91,572 | 942 | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 35.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.05% | $2M | 24.6K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.05% | $310,611 | 3.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.05% | $881,609 | 9.2K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.05% | $210,488 | 2.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 12.3K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.05% | $2M | 19.8K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.05% | $391,261 | 4.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.05% | $183,112 | 1.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.05% | $1M | 14.2K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.05% | $239,365 | 2.5K | Q2 2026 |
| Fortis Capital Management LLC$977M AUM | 0.05% | $484,796 | 5.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.05% | $508,082 | 5.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.05% | $4M | 44.1K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.05% | $321,362 | 3.3K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $174M | 1.82M | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $231,893 | 2.4K | Q3 2025OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.05% | $310,611 | 3.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.05% | $1M | 14.0K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $3M | 35.2K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.05% | $202,198 | 2.1K | Q4 2025OLDER |
| Kelly Financial Services LLC$467M AUM | 0.05% | $212,200 | 2.2K | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.05% | $147,505 | 1.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $4M | 39.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 55.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.04% | $1M | 12.9K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.04% | $3M | 31.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 18.6K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 0.04% | $226,662 | 2.4K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $81,074 | 847 | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $280,364 | 2.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 17.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $7M | 68.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 19.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 101.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $429,879 | 4.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 21.8K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.04% | $77M | 808.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $140M | 1.47M | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.04% | $1.1B | 11.07M | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.04% | $355,410 | 3.6K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $62M | 648.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 26.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 21.7K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 12.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $747,413 | 7.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $283,810 | 3.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $22M | 233.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $30M | 317.3K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.03% | $2M | 16.2K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $660,551 | 6.7K | Q3 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $964,570 | 10.1K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.03% | $16M | 166.3K | Q4 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.03% | $49,966 | 514 | Q4 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.03% | $39,184 | 400 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $11M | 116.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $864,042 | 9.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 11.7K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.03% | $288,979 | 3.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $469 | 4.8K | Q4 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $233,660 | 2.4K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.03% | $25M | 256.4K | Q4 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $347,465 | 3.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $214,891 | 2.2K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $261,398 | 2.7K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.03% | $15M | 156.1K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.03% | $385,752 | 4.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 58.3K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.03% | $3M | 31.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $111M | 1.16M | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $50,158 | 524 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.02% | $38,884 | 400 | Q4 2025OLDER |
| North Capital, Inc.$118M AUM | 0.02% | $31,259 | 319 | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 23.3K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.02% | $88,062 | 920 | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.02% | $218,771 | 2.3K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.02% | $41,064 | 429 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 40.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 31.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 25.8K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $662,295 | 6.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 19.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 62.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $30,439 | 318 | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $39,273 | 404 | Q4 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.02% | $40,202 | 420 | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.02% | $213,551 | 2.2K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.02% | $2M | 19.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 13.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 13.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $439,777 | 4.6K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.02% | $99,759 | 1.0K | Q3 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $530,959 | 5.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $8M | 81.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $554,808 | 5.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 11.6K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.02% | $230,668 | 2.4K | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $29,195 | 305 | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $349,454 | 3.6K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.02% | $67,004 | 700 | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.02% | $281,778 | 3.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $612,225 | 6.4K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $584,496 | 6.1K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $6M | 62.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $61,644 | 644 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $20,484 | 214 | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.02% | $23,930 | 250 | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $277,685 | 2.9K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $641,324 | 6.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $953,467 | 10.0K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.02% | $23,059 | 239 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 12.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $92M | 963.9K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $261,163 | 2.7K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $635,019 | 6.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $214,769 | 2.2K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.02% | $94,385 | 986 | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.02% | $221,305 | 2.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 33.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 41.7K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.02% | $5M | 48.9K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $78,395 | 819 | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $478,791 | 5.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $4M | 45.0K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $414,085 | 4.3K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.02% | $35,850 | 372 | Q2 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $251,222 | 2.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $412,964 | 4.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $272,759 | 2.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.01% | $213,618 | 2.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $269,535 | 2.8K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $1M | 11.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $480,527 | 5.0K | Q2 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $73,838 | 771 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $26M | 271.2K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $242,172 | 2.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 25.9K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $1M | 12.4K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $39,245 | 410 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $16,273 | 170 | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $38,301 | 394 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $4M | 37.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $371,439 | 3.8K | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $258,945 | 2.7K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 32.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $40,148 | 413 | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $2M | 26.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 10.4K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $293,677 | 3.0K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 11.2K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $20M | 210.0K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $375,522 | 3.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $115,027 | 1.2K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $19,527 | 204 | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $530,672 | 5.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $338,370 | 3.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $941,406 | 9.8K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $17,230 | 180 | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $3M | 28.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $146,208 | 1.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $572,595 | 5.9K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 362.0K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $79,845 | 830 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 70.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $837,892 | 8.8K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.01% | $204,211 | 2.1K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $320,853 | 3.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 74.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $86M | 897.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $222,829 | 2.3K | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $14,454 | 151 | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $11,965 | 125 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $327,947 | 3.4K | Q2 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $352,632 | 3.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $7M | 77.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 67.4K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $226,098 | 2.3K | Q4 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.01% | $736,183 | 7.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $205,195 | 2.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 19.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $790,939 | 8.3K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $27,759 | 290 | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $209,746 | 2.2K | Q2 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.01% | $220,156 | 2.3K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $105,903 | 1.1K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $7M | 78.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $330,234 | 3.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 44.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $295,953 | 3.1K | Q2 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $159,134 | 1.6K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $119,459 | 1.2K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $6M | 62.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $405,427 | 4.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $228,771 | 2.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $42,595 | 445 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $108,164 | 1.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 14.5K | Q4 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $27,280 | 285 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 17.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $20,778 | 217 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $43M | 452.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $312,143 | 3.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 381.6K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $3M | 27.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $200,214 | 2.1K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $89,013 | 932 | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $432,585 | 4.5K | Q4 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $364,597 | 3.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $33,693 | 352 | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.01% | $10,018 | 104 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $81M | 846.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 41.1K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.01% | $12,061 | 126 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $471,613 | 4.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $436,196 | 4.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $203,695 | 2.1K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $230,111 | 2.4K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $16,177 | 169 | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $255,285 | 2.7K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $6M | 68.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $89M | 913.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $71,407 | 746 | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $455,234 | 4.6K | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $15M | 160.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 47.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $30,747 | 321 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $389,899 | 4.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $5 | 48 | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $274,631 | 2.8K | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $15,628 | 163 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $9M | 97.0K | Q4 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $8,711 | 91 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 79.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $851,575 | 8.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 35.6K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $3M | 29.1K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $8,558 | 89 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 51.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $248,776 | 2.6K | Q2 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $355,696 | 3.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $15,890 | 166 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $241,980 | 2.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $203,329 | 2.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 24.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5M | 48.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 40.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $37M | 382.4K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $9,763 | 102 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $340,054 | 3.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.