SPDR SERIES TRUST
CUSIP 78468R788
Spdr Series Trust has 497 institutional holders in Filings Flow’s 13F database, together reporting 43.22M shares worth $1.9B as of Q1 2026. The largest reported holders are Meiji Yasuda Life Insurance Co, Lpl Financial LLC, and Ameriprise Financial Inc.
Institutional Holders
497
Q1 2026
Reported Value
$1.9B
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 |
|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co$2.9B AUM | 13.28% | $458M | 10.59M | Q4 2025OLDER |
| Curran Financial Partners, LLC$559M AUM | 4.53% | $25M | 556.2K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 3.17% | $8M | 166.3K | Q1 2026OLDER |
| SWS Partners$405M AUM | 2.72% | $11M | 242.0K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 2.61% | $125M | 2.74M | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 2.50% | $14M | 309.0K | Q1 2026OLDER |
| Keystone Financial Planning, Inc.$374M AUM | 2.39% | $9M | 196.3K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 2.31% | $9M | 187.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 1.85% | $67M | 1.48M | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.67% | $2M | 48.9K | Q2 2026 |
| Roan Capital Partners$121M AUM | 1.66% | $2M | 42.0K | Q2 2026 |
| Innovative Wealth Building LLC$142M AUM | 1.60% | $2M | 50.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.44% | $6M | 134.6K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.30% | $3M | 61.6K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.28% | $151M | 3.32M | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 1.22% | $2M | 17.0K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 1.18% | $9M | 195.3K | Q2 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 1.11% | $3M | 62.7K | Q2 2026 |
| Phoenix Wealth Advisors$253M AUM | 1.07% | $3M | 59.3K | Q1 2026OLDER |
| Collier Financial$131M AUM | 1.02% | $1M | 29.5K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 1.00% | $1M | 23.1K | Q3 2025OLDER |
| V2 Financial group LLC$215M AUM | 0.98% | $2M | 46.2K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.94% | $3M | 73.4K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.89% | $1M | 25.7K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.87% | $3M | 64.6K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.85% | $2M | 36.6K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.84% | $1M | 28.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.84% | $6M | 127.9K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.79% | $1M | 24.8K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.71% | $2M | 33.1K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.69% | $1M | 24.9K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.68% | $2M | 33.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.63% | $7M | 144.9K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.62% | $1M | 32.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.57% | $1M | 27.0K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.55% | $933,745 | 20.5K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.55% | $993,929 | 21.8K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.54% | $728,320 | 16.0K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.51% | $2M | 40.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.50% | $9M | 205.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.50% | $7M | 156.3K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.47% | $4M | 91.2K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.46% | $2M | 46.5K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 0.46% | $711,604 | 15.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.44% | $6M | 125.3K | Q2 2026 |
| Cercano Management LLC$2.3B AUM | 0.43% | $10M | 217.9K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.43% | $2M | 42.2K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.41% | $940,034 | 20.7K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.39% | $1M | 25.7K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.39% | $708,268 | 16.1K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.39% | $18M | 392.1K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.34% | $3M | 76.8K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.34% | $1M | 30.2K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.34% | $2M | 34.1K | Q1 2026OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 0.34% | $3M | 67.5K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.33% | $447,948 | 11.6K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.32% | $1M | 25.8K | Q2 2026 |
| Investment Management Trust, LLC$103M AUM | 0.30% | $311,060 | 6.8K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.30% | $3M | 75.2K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 0.27% | $2M | 38.6K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.27% | $932,118 | 21.5K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.27% | $526,813 | 11.6K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.27% | $327,744 | 7.2K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.27% | $39M | 867.3K | Q1 2026OLDER |
| Erickson Financial Group, LLC$160M AUM | 0.26% | $418,056 | 9.2K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.26% | $3M | 74.4K | Q4 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.25% | $940,264 | 20.7K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.25% | $749,955 | 17.3K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.25% | $6M | 141.6K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.25% | $773,385 | 17.0K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.24% | $447,000 | 9.8K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 0.24% | $373,903 | 8.2K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.24% | $287,504 | 6.3K | Q2 2026 |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.24% | $7M | 147.6K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.23% | $1M | 27.1K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.23% | $277,762 | 6.1K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.23% | $774,834 | 16.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.23% | $269,962 | 5.9K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.23% | $502,222 | 11.0K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.22% | $439,934 | 9.2K | Q2 2026 |
| Johnson Wealth Management, LLC$207M AUM | 0.22% | $447,462 | 9.8K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.21% | $410,966 | 9.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.21% | $2M | 33.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.21% | $2M | 34.9K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.21% | $5M | 111.0K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.20% | $4M | 80.8K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.20% | $505,545 | 11.1K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.20% | $912,525 | 19.1K | Q2 2026 |
| SimpliFi, Inc.$238M AUM | 0.19% | $462,663 | 10.2K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.19% | $849,631 | 18.7K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.19% | $580,629 | 12.8K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.18% | $5M | 119.1K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.17% | $5M | 102.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.17% | $2M | 35.3K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.17% | $234,000 | 5.1K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.17% | $619,573 | 13.6K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.16% | $239,663 | 5.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.16% | $413,458 | 9.1K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.16% | $422,031 | 9.3K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.15% | $218,398 | 4.8K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.15% | $215,619 | 4.7K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.15% | $271,984 | 6.0K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.15% | $795,325 | 17.5K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.15% | $785,493 | 17.3K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.15% | $272,256 | 6.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.15% | $1M | 28.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.15% | $4M | 84.5K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.14% | $272,052 | 6.2K | Q4 2025OLDER |
| Carroll Advisory Group, LLC$258M AUM | 0.14% | $365,935 | 8.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.14% | $1M | 27.2K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.14% | $2M | 31.8K | Q2 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.14% | $2M | 33.5K | Q2 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.13% | $526,328 | 12.0K | Q3 2025OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.13% | $592,478 | 13.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.13% | $222,733 | 4.9K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.13% | $312,495 | 6.9K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.13% | $605,254 | 13.2K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.13% | $446,096 | 9.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.13% | $2M | 48.4K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.13% | $12M | 286.7K | Q4 2025OLDER |
| Beacon Bank & Trust$518M AUM | 0.13% | $655,392 | 13.7K | Q2 2026 |
| McAdam, LLC$2.2B AUM | 0.12% | $3M | 58.8K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.12% | $3M | 64.2K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.12% | $218,093 | 4.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.12% | $11M | 232.6K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.12% | $203,831 | 4.5K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.12% | $647,841 | 14.2K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.11% | $209,392 | 4.6K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.11% | $446,731 | 9.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.11% | $433,441 | 9.5K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 0.11% | $366,390 | 8.0K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.11% | $228,944 | 5.0K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.11% | $7M | 146.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.11% | $647,289 | 13.6K | Q2 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.11% | $451,839 | 9.9K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.11% | $578,696 | 12.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.11% | $229,286 | 5.0K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.11% | $2M | 36.7K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.10% | $2M | 35.6K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.10% | $517,160 | 11.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.10% | $382,888 | 8.7K | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.10% | $6M | 124.7K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.10% | $354,919 | 7.8K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.10% | $570,001 | 12.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.10% | $731,470 | 16.1K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.10% | $553,580 | 12.2K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.10% | $225,382 | 4.7K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $4M | 74.4K | Q2 2026 |
| Fairscale Capital, LLC$145M AUM | 0.09% | $134,193 | 2.9K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.09% | $1M | 26.0K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.09% | $586,907 | 13.0K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.09% | $577,867 | 12.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 83.7K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.09% | $417,523 | 8.8K | Q2 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 0.09% | $307,123 | 6.7K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.09% | $1M | 29.4K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.09% | $202,662 | 4.4K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.08% | $819,360 | 18.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.08% | $4M | 78.4K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.08% | $204,983 | 4.7K | Q3 2025OLDER |
| Miller Global Investments, LLC$121M AUM | 0.08% | $96,756 | 2.0K | Q2 2026 |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.08% | $499,445 | 11.0K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.08% | $811,531 | 17.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.08% | $3M | 63.5K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.07% | $1M | 22.5K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.07% | $1M | 23.6K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 0.07% | $459,251 | 10.1K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.07% | $518,746 | 11.4K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.07% | $491,991 | 11.2K | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $887,973 | 19.5K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.06% | $407,380 | 8.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 39.7K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.06% | $2M | 48.5K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.06% | $351,911 | 7.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.06% | $819,376 | 18.9K | Q4 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.06% | $821,621 | 18.1K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.06% | $215,492 | 4.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $2M | 34.8K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.06% | $293,513 | 6.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 26.8K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.06% | $222,185 | 4.9K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.06% | $224,810 | 4.7K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.06% | $212M | 4.66M | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.06% | $2M | 40.5K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.05% | $525,248 | 11.5K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.05% | $438,194 | 9.6K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.05% | $534,049 | 11.2K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $996,239 | 22.0K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.05% | $371,125 | 8.2K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $414,141 | 9.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 70.8K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $221,245 | 4.9K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.05% | $298,702 | 6.6K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.05% | $232,889 | 5.3K | Q3 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $222,219 | 5.1K | Q4 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.05% | $605,500 | 14.0K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.05% | $1M | 29.6K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.05% | $236,686 | 4.9K | Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.05% | $116,116 | 2.6K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.05% | $198M | 4.36M | Q1 2026OLDER |
| Security National Bank$838M AUM | 0.05% | $379,295 | 8.0K | Q2 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.05% | $215,169 | 5.0K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 60.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $582,459 | 12.8K | Q1 2026OLDER |
| Cache Advisors, LLC$1.2B AUM | 0.04% | $509,209 | 10.7K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $473,155 | 10.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 36.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $1M | 22.6K | Q2 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.04% | $65,120 | 1.5K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $840,293 | 18.5K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.04% | $311,308 | 6.5K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $386,158 | 8.5K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.04% | $72,400 | 1.7K | Q4 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.04% | $342,993 | 7.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 45.6K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $5M | 120.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $576,114 | 12.1K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 107.9K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.04% | $489,145 | 10.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.04% | $664,867 | 14.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $25M | 557.9K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.04% | $389,900 | 8.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.04% | $51,223 | 1.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $786,358 | 17.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $346,903 | 8.0K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.03% | $92,095 | 2.1K | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.03% | $2M | 52.5K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $262,303 | 6.0K | Q3 2025OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.03% | $43,250 | 1.0K | Q4 2025OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.03% | $558,024 | 12.3K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.03% | $329,206 | 7.6K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 30.6K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $326,275 | 7.2K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.03% | $264,972 | 5.8K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.03% | $520,924 | 10.9K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $794,802 | 17.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $886,065 | 20.5K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $219,263 | 4.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 115.9K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.03% | $13M | 282.4K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $725,168 | 15.2K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 40.0K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.03% | $315,180 | 6.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $651,646 | 14.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $327,954 | 7.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $10M | 219.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.03% | $248,103 | 5.6K | Q3 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.03% | $157,499 | 3.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.03% | $53,440 | 1.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.03% | $249,632 | 5.5K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.03% | $50,972 | 1.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 92.1K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $207,747 | 4.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $433,669 | 9.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $390,838 | 8.6K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.02% | $96,231 | 2.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $105,334 | 2.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $296,150 | 6.5K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.02% | $1M | 23.0K | Q2 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $2M | 43.5K | Q3 2025OLDER |
| Balentine LLC$2.5B AUM | 0.02% | $568,118 | 12.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $15M | 339.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $379,900 | 8.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $639,371 | 14.0K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $389,035 | 8.5K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.02% | $7M | 162.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 34.0K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $297,092 | 6.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 58.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 57.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $399,115 | 8.8K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 21.9K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $532,084 | 11.7K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $336,811 | 7.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $148,231 | 3.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $261,760 | 5.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 90.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 104.9K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $364,160 | 8.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 115.6K | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.02% | $47,887 | 1.1K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.02% | $613,703 | 12.9K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 43.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $264,844 | 5.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $47,113 | 1.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $54,499 | 1.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $250,997 | 5.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $791,340 | 17.2K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $225,541 | 4.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $530,837 | 11.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 48.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $745,779 | 16.4K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.02% | $475,001 | 10.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 34.5K | Q1 2026OLDER |
| Vantage Investment Partners, LLC$1.4B AUM | 0.02% | $244,215 | 5.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $229,032 | 5.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.02% | $145,982 | 3.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 341.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 320.6K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.02% | $27,767 | 610 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $77,703 | 1.7K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $209,763 | 4.8K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $826,376 | 17.3K | Q2 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $72,832 | 1.6K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $100,144 | 2.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $304,148 | 6.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $464,332 | 10.6K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $533,790 | 11.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $233,514 | 5.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $455,681 | 10.0K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $18,300 | 402 | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $831,703 | 17.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $828,430 | 19.2K | Q4 2025OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $21,622 | 475 | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $271,031 | 6.0K | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 0.01% | $45,429 | 998 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $504,552 | 11.1K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $345,000 | 7.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $476,442 | 10.5K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $35,200 | 800 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $10M | 211.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $1M | 22.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $13 | 306 | Q4 2025OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.01% | $207,480 | 4.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 51.4K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $270,292 | 5.9K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $299,567 | 6.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 44.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $879,823 | 18.1K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $91,085 | 2.1K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 23.7K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.01% | $45,520 | 1.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $818,996 | 18.0K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.01% | $42,358 | 931 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $708,871 | 15.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 25.6K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $205,098 | 4.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $298,520 | 6.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $847,673 | 18.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $153M | 3.36M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 22.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $455,161 | 10.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 37.2K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.01% | $39,830 | 875 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $622,339 | 13.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $379,302 | 8.8K | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $60,860 | 1.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $211,579 | 4.8K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 54.0K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.01% | $259,464 | 5.7K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.01% | $41,799 | 918 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $329,737 | 7.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $53M | 1.19M | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 35.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $33M | 734.6K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.01% | $12,056 | 274 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $224,318 | 4.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 36.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $119,704 | 2.5K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $430,709 | 9.0K | Q2 2026 |
| Pineridge Advisors LLC$350M AUM | 0.01% | $28,556 | 649 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $457,801 | 10.6K | Q4 2025OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $253,003 | 5.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 191.2K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $13,656 | 300 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $207,935 | 4.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 43.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 59.8K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.01% | $28,346 | 655 | Q4 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $188,908 | 4.2K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.01% | $370,169 | 8.1K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $52,348 | 1.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $341,618 | 7.5K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $22,163 | 487 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $24M | 516.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 32.3K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $296,784 | 6.7K | Q3 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $23,566 | 536 | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.01% | $16,661 | 366 | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $202,928 | 4.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $535,823 | 11.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $213,683 | 4.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $106,744 | 2.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 37.1K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $20M | 453.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $15,613 | 343 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $84,186 | 1.8K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $3M | 68.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $249,768 | 5.5K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 44.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 75.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $12M | 272.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $32M | 695.7K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $206,632 | 4.3K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 88.5K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $68,280 | 1.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.01% | $43,376 | 953 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 66.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $35M | 767.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 55.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $4M | 96.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 22.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $201,563 | 4.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $990,184 | 20.8K | Q2 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.00% | $202,400 | 4.6K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $417,445 | 9.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $982,925 | 21.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 97.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $261,601 | 5.7K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $220,808 | 4.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $348,392 | 7.9K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 48.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $24M | 516.7K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $271,703 | 6.0K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $91,040 | 2.0K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $7,388 | 162 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $8,272 | 188 | Q3 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $8,876 | 195 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $243,999 | 5.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $326,158 | 7.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $36,447 | 801 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $24,446 | 537 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $67M | 1.55M | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $4,325 | 100 | Q4 2025OLDER |
| Lynch Asset Management, Inc.$298M AUM | 0.00% | $11,380 | 250 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $22M | 474.5K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $18,587 | 390 | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $261,740 | 5.8K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $204,658 | 4.5K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.00% | $206,388 | 4.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $213,079 | 4.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 48.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $45,520 | 1.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $50,072 | 1.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $10,596 | 245 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 112.4K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $9,104 | 200 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 36.7K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $39,998 | 879 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $22,000 | 500 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 93.9K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $232,049 | 5.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $472,688 | 10.4K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $25,024 | 550 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $215,947 | 4.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $40,058 | 880 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $215,428 | 4.7K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $221,425 | 4.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $48,251 | 1.1K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $30,726 | 675 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,731 | 60 | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $13,656 | 300 | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $200,561 | 4.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $2,640 | 58 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 33.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 93.5K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $11,380 | 250 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $16,751 | 368 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $50,170 | 1.2K | Q4 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $5,280 | 116 | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $682,797 | 15.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 76.0K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $696,456 | 15.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $89,856 | 2.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $249,202 | 5.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $469,571 | 10.7K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $37,006 | 816 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $240,795 | 5.6K | Q4 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $48,046 | 1.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $15M | 334.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $51,549 | 1.2K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $491,751 | 11.4K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $557,905 | 12.3K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $5,563 | 122 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $9,104 | 200 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $16,478 | 362 | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $2,640 | 58 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $255,091 | 5.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $117,487 | 2.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $240,118 | 5.3K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $805,476 | 17.7K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $12,290 | 270 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 60.8K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.00% | $4,881 | 1.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $10,358 | 227 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $13,880 | 304 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $699,600 | 15.9K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $56,718 | 1.2K | Q2 2026 |
| Financial Freedom, LLC$201M AUM | 0.00% | $2,022 | 44 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 133.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $683,669 | 15.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $178,256 | 3.9K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $21,625 | 500 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $9,064 | 206 | Q3 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $55,657 | 1.5K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 240.8K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,828 | 106 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $511,053 | 11.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $210,240 | 4.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $6,645 | 146 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.