SELECT SECTOR SPDR TR
CUSIP 81369Y704
Select Sector Spdr Tr has 1,539 institutional holders in Filings Flow’s 13F database, together reporting 148.63M shares worth $22.7B as of Q1 2026. The largest reported holders are Lmr Partners LLP, Citigroup Inc, and Bank Of America Corp /De/.
Institutional Holders
1,539
Q1 2026
Reported Value
$22.7B
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 |
|---|---|---|---|---|
| Perbak Capital Partners LLP$406M AUM | 18.38% | $75M | 461.9K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 13.60% | $3.1B | 20.00M | Q3 2025OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 12.26% | $34M | 213.1K | Q1 2026OLDER |
| Gates Capital Management, Inc.$3.7B AUM | 10.66% | $390M | 2.41M | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 7.49% | $22M | 137.6K | Q1 2026OLDER |
| IMZ Advisory Inc$316M AUM | 6.50% | $21M | 110.8K | Q2 2026 |
| Bellwether Advisors, LLC$590M AUM | 6.31% | $37M | 230.2K | Q1 2026OLDER |
| Elliott Investment Management L.P.$20.1B AUM | 6.03% | $1.2B | 7.50M | Q1 2026OLDER |
| KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM | 5.75% | $19M | 116.7K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 5.67% | $9M | 56.5K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 5.65% | $14M | 87.5K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 5.62% | $649M | 4.01M | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 5.61% | $32M | 196.8K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 5.27% | $35M | 215.4K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 4.88% | $14M | 75.5K | Q2 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 4.77% | $24M | 149.1K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 4.58% | $20M | 117.2K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 4.32% | $456M | 2.82M | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 4.08% | $30M | 344.2K | Q2 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 3.86% | $105M | 650.0K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 3.84% | $59M | 362.8K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 3.78% | $9M | 54.8K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 3.73% | $16M | 102.1K | Q3 2025OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 3.73% | $5M | 30.8K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 3.72% | $11M | 57.6K | Q2 2026 |
| Keystone Global Partners, LLC$225M AUM | 3.69% | $8M | 51.4K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 3.58% | $10M | 64.8K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 3.55% | $4M | 28.1K | Q4 2025OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 3.51% | $5M | 29.9K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 3.48% | $6M | 39.6K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 3.39% | $8M | 51.6K | Q3 2025OLDER |
| Value Investment Professionals, LLC$119M AUM | 3.39% | $4M | 21.7K | Q2 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 3.31% | $700M | 4.33M | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 3.31% | $5M | 28.2K | Q1 2026OLDER |
| THOR TRADING ADVISORS, LLC$241M AUM | 3.14% | $8M | 46.9K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 3.08% | $7M | 37.9K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 3.06% | $5M | 30.6K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 2.98% | $191M | 1.18M | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 2.95% | $5M | 33.4K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 2.94% | $4M | 79.7K | Q2 2026 |
| Macro Advisors, Inc.$242M AUM | 2.89% | $7M | 43.2K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 2.87% | $6M | 34.0K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 2.86% | $53M | 328.2K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 2.79% | $18M | 112.7K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 2.78% | $3M | 17.7K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 2.77% | $21M | 114.7K | Q2 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 2.76% | $11M | 69.5K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 2.74% | $19M | 115.5K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 2.70% | $6M | 38.5K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 2.66% | $6M | 37.9K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 2.64% | $9M | 55.9K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 2.54% | $6M | 33.0K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 2.54% | $6M | 37.8K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 2.53% | $3M | 17.0K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 2.49% | $6M | 39.4K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 2.49% | $15M | 90.4K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 2.48% | $20M | 125.6K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 2.44% | $4M | 21.4K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 2.41% | $6M | 41.3K | Q3 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 2.36% | $215M | 1.33M | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 2.33% | $12M | 79.6K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.31% | $30M | 164.1K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 2.26% | $10M | 61.8K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 2.25% | $8M | 49.5K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.24% | $12M | 72.3K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.21% | $41M | 252.8K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 2.21% | $2M | 14.9K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 2.19% | $5M | 31.3K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 2.18% | $2M | 15.1K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.14% | $3M | 17.3K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 2.12% | $2M | 15.4K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 2.12% | $5M | 30.0K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 2.09% | $3M | 17.6K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 2.06% | $3M | 18.7K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 2.05% | $9M | 53.1K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 2.03% | $4M | 26.5K | Q1 2026OLDER |
| INTREPID FAMILY OFFICE LLC$124M AUM | 1.96% | $2M | 15.0K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 1.96% | $2M | 15.1K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.94% | $3M | 19.4K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.93% | $35M | 227.1K | Q3 2025OLDER |
| Finivi Inc.$195M AUM | 1.91% | $4M | 20.1K | Q2 2026 |
| Diameter Capital Partners LP$1.1B AUM | 1.89% | $20M | 125.0K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 1.89% | $4M | 23.7K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 1.87% | $7M | 42.3K | Q3 2025OLDER |
| Guerra Advisors Inc$271M AUM | 1.86% | $5M | 32.6K | Q3 2025OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 1.83% | $9M | 53.7K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 1.81% | $2M | 11.7K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 1.80% | $3M | 21.0K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 1.80% | $41M | 251.9K | Q1 2026OLDER |
| Crew Capital Management, Ltd$151M AUM | 1.76% | $3M | 16.4K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 1.75% | $20M | 124.7K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 1.74% | $31M | 194.6K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.74% | $3M | 17.4K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 1.69% | $25M | 156.1K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 1.68% | $5M | 28.5K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 1.67% | $2M | 12.3K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 1.67% | $2M | 11.8K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 1.66% | $2M | 14.4K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 1.65% | $3M | 18.9K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 1.64% | $2M | 10.9K | Q2 2026 |
| Stillwater Capital Advisors, LLC$876M AUM | 1.63% | $14M | 88.3K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 1.63% | $4M | 24.9K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.62% | $4M | 24.8K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 1.62% | $3M | 16.9K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 1.60% | $2M | 12.3K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 1.58% | $2M | 10.7K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.55% | $4M | 22.2K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.53% | $56M | 345.7K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.52% | $8M | 50.0K | Q4 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.52% | $8M | 50.2K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 1.51% | $2M | 14.0K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 1.49% | $7M | 41.3K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.48% | $25M | 156.6K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 1.48% | $5M | 33.3K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.47% | $44M | 273.7K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.47% | $4M | 25.3K | Q1 2026OLDER |
| Fairfield Financial Advisors, LTD$290M AUM | 1.46% | $4M | 26.2K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 1.44% | $13M | 80.9K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 1.43% | $2M | 11.8K | Q2 2026 |
| Fulcrum Equity Management$136M AUM | 1.42% | $2M | 10.5K | Q2 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 1.42% | $3M | 16.4K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 1.41% | $2M | 12.0K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 1.41% | $3M | 20.1K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 1.40% | $230M | 1.42M | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 1.40% | $4M | 24.3K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 1.37% | $2M | 14.4K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 1.36% | $2M | 13.0K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 1.35% | $3M | 17.6K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.35% | $2M | 11.3K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 1.34% | $4M | 21.8K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.34% | $5M | 29.0K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.33% | $6M | 34.6K | Q2 2026 |
| Essex LLC$566M AUM | 1.32% | $7M | 46.3K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 1.31% | $7M | 40.3K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 1.31% | $12M | 75.4K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.31% | $12M | 75.1K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.31% | $3M | 18.3K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 1.30% | $1M | 8.3K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 1.30% | $2M | 9.5K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 1.28% | $1M | 8.2K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.27% | $2M | 10.3K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 1.27% | $3M | 16.7K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.26% | $13M | 82.1K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.23% | $9M | 56.6K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 1.23% | $3M | 18.1K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 1.22% | $11M | 70.3K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.21% | $2M | 11.4K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 1.20% | $12M | 71.7K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 1.20% | $2M | 13.9K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 1.19% | $36M | 234.6K | Q3 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 1.18% | $7M | 40.2K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 1.16% | $3M | 18.0K | Q3 2025OLDER |
| Audent Global Asset Management, LLC$100M AUM | 1.13% | $1M | 7.0K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 1.11% | $72M | 442.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 1.11% | $28M | 153.8K | Q2 2026 |
| Vilga Financial Planning LLC$132M AUM | 1.10% | $1M | 7.8K | Q2 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 1.08% | $3M | 19.2K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 1.07% | $2M | 10.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.07% | $14M | 86.7K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.06% | $2M | 9.5K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.06% | $3M | 17.3K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.04% | $9M | 56.4K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 1.04% | $9M | 53.0K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.04% | $4M | 26.9K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 1.03% | $2M | 10.6K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 1.00% | $2M | 11.3K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.99% | $2M | 11.3K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.98% | $57M | 350.0K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.98% | $1M | 9.3K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.96% | $3M | 20.2K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.94% | $7M | 44.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.93% | $3M | 20.4K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.93% | $8M | 42.3K | Q2 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.93% | $2M | 12.8K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.92% | $1M | 8.4K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.91% | $3M | 20.6K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.90% | $8M | 48.8K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.89% | $4M | 24.0K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.89% | $1M | 7.2K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.88% | $3M | 20.7K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.88% | $8M | 51.3K | Q4 2025OLDER |
| CMH Wealth Management LLC$655M AUM | 0.88% | $6M | 31.0K | Q2 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.87% | $3M | 19.3K | Q4 2025OLDER |
| Dorsey Wright & Associates$807M AUM | 0.87% | $7M | 43.4K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.86% | $3M | 17.4K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.86% | $6M | 41.5K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.86% | $10M | 59.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.86% | $2.0B | 12.45M | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 0.85% | $1M | 8.0K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.84% | $15M | 92.6K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.84% | $2M | 14.5K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.84% | $8M | 47.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.83% | $4M | 26.2K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.83% | $3M | 14.2K | Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.83% | $8M | 46.6K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.82% | $1M | 6.5K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.82% | $2M | 12.1K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.81% | $2M | 14.1K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.81% | $6M | 38.8K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.81% | $72M | 443.2K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.79% | $3M | 17.5K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.79% | $1M | 8.8K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.79% | $9M | 60.8K | Q4 2025OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.78% | $3M | 19.9K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.77% | $24M | 141.2K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.77% | $4M | 26.1K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.77% | $24M | 148.8K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.75% | $2M | 9.7K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.75% | $2M | 13.4K | Q1 2026OLDER |
| RH Tailwind Management, LLC$781M AUM | 0.75% | $6M | 36.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.74% | $823,367 | 5.1K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.73% | $14M | 85.3K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.73% | $26M | 163.2K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.73% | $1M | 9.1K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 0.73% | $2M | 12.7K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.73% | $2M | 12.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.73% | $7M | 42.1K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.72% | $10M | 60.7K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.71% | $1M | 7.8K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.70% | $2M | 11.4K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.70% | $707,570 | 4.4K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.70% | $1M | 7.9K | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.70% | $20M | 126.7K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.69% | $812,808 | 5.2K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.69% | $3M | 21.1K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.68% | $2M | 13.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.68% | $1M | 7.8K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.68% | $2M | 13.4K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.67% | $4M | 23.9K | Q2 2026 |
| Swan Global Investments, LLC$3.0B AUM | 0.67% | $20M | 124.3K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.67% | $6M | 37.5K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.67% | $2M | 9.8K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.66% | $413M | 2.55M | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.66% | $3M | 20.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.66% | $28M | 172.6K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.66% | $4M | 24.4K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.66% | $1M | 6.5K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.65% | $12M | 67.1K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 0.65% | $1M | 8.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.65% | $23M | 142.5K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.64% | $967,502 | 6.3K | Q3 2025OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.64% | $907,467 | 5.6K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 0.64% | $2M | 9.6K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.63% | $640,289 | 4.0K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.63% | $5M | 28.2K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.63% | $788,919 | 4.9K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.62% | $2M | 10.3K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.62% | $2M | 15.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.62% | $22M | 136.2K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.62% | $982,855 | 6.1K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.60% | $1M | 7.5K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.59% | $2M | 8.9K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.59% | $8M | 51.8K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.59% | $3M | 21.3K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 0.59% | $1M | 6.2K | Q2 2026 |
| Boltwood Capital Management$436M AUM | 0.59% | $3M | 13.8K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.58% | $14M | 85.0K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.58% | $5M | 29.0K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.57% | $4M | 22.8K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.57% | $2M | 9.6K | Q2 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.57% | $2M | 9.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.56% | $24M | 149.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.55% | $16M | 100.2K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 0.55% | $3M | 19.3K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.54% | $6M | 34.9K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.54% | $3M | 16.1K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.53% | $612,472 | 3.8K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 0.52% | $888,421 | 5.5K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.52% | $26M | 160.3K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.52% | $7M | 39.4K | Q2 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.52% | $27M | 167.7K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.51% | $617,709 | 3.8K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.51% | $2M | 12.8K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.51% | $4M | 22.2K | Q2 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.51% | $4M | 24.3K | Q4 2025OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.51% | $2M | 9.9K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.50% | $3M | 18.7K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.50% | $2M | 12.6K | Q4 2025OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.49% | $768,701 | 4.8K | Q1 2026OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 0.49% | $5M | 30.3K | Q4 2025OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.49% | $975,070 | 6.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.49% | $103M | 665.3K | Q3 2025OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.49% | $1M | 9.1K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.49% | $1M | 6.4K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.48% | $756,896 | 4.7K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.48% | $1M | 7.7K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.48% | $1M | 7.5K | Q2 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.47% | $533,709 | 3.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.47% | $14M | 86.1K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.46% | $3M | 15.4K | Q2 2026 |
| CVS HEALTH Corp$212M AUM | 0.46% | $970,380 | 6.0K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.46% | $2M | 12.9K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.46% | $6M | 34.5K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.45% | $2M | 15.6K | Q4 2025OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.45% | $4M | 26.2K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.45% | $947,629 | 5.9K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.44% | $1M | 7.1K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.44% | $1M | 6.9K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.44% | $7M | 40.2K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.44% | $2M | 9.2K | Q2 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.44% | $16M | 100.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.44% | $2M | 12.8K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.43% | $168M | 977.3K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.43% | $544,707 | 3.4K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.43% | $5M | 25.8K | Q2 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.43% | $1M | 9.0K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.43% | $2M | 11.9K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.43% | $459,800 | 32.5K | Q4 2025OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.43% | $736,820 | 4.8K | Q4 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.43% | $3M | 19.3K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.43% | $1M | 5.5K | Q2 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.43% | $261M | 1.61M | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 0.42% | $544,716 | 3.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.42% | $5M | 32.4K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.42% | $787,914 | 4.6K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.41% | $6M | 38.3K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 0.41% | $1M | 7.9K | Q2 2026 |
| Everest Financial Group LLC$607M AUM | 0.41% | $2M | 15.4K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.41% | $2M | 10.5K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.41% | $1M | 7.6K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.41% | $578,998 | 3.6K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.40% | $846,645 | 5.5K | Q4 2025OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.40% | $5M | 29.8K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.40% | $2M | 11.1K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.40% | $618,650 | 3.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.40% | $7M | 46.0K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.40% | $775,495 | 4.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.40% | $32M | 199.6K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.40% | $724,712 | 4.5K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.40% | $7M | 44.2K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.39% | $88M | 541.2K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.39% | $1M | 9.7K | Q4 2025OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.39% | $66M | 405.9K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.38% | $695,439 | 4.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.38% | $4M | 27.8K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.38% | $6M | 36.1K | Q1 2026OLDER |
| Senator Investment Group LP$2.2B AUM | 0.38% | $10M | 61.3K | Q4 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.38% | $3M | 16.0K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.38% | $4M | 27.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.38% | $580,934 | 3.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.38% | $11M | 65.6K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.37% | $2M | 12.0K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.37% | $1M | 7.1K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.37% | $500,554 | 3.1K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.37% | $572,591 | 3.5K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.36% | $2M | 12.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.36% | $325M | 2.01M | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.36% | $12M | 66.2K | Q2 2026 |
| Westwood Wealth Management$255M AUM | 0.36% | $480,096 | 3.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.36% | $14M | 85.7K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.36% | $740,782 | 4.8K | Q4 2025OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.36% | $1M | 7.7K | Q2 2026 |
| Eagle Wealth Advisors LLC$108M AUM | 0.36% | $388,152 | 2.4K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.36% | $776,304 | 4.8K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.36% | $1M | 8.4K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.36% | $2M | 10.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.35% | $10M | 59.0K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.35% | $4M | 24.3K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.35% | $6M | 36.2K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.35% | $860,242 | 5.3K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.35% | $798,140 | 5.2K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.35% | $21M | 137.6K | Q3 2025OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.34% | $1M | 7.1K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.34% | $1M | 6.1K | Q2 2026 |
| Astra Wealth Partners LLC$168M AUM | 0.34% | $575,110 | 3.6K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.34% | $5M | 30.9K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.34% | $1M | 8.3K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.34% | $910,111 | 5.9K | Q3 2025OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.34% | $469,826 | 2.9K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 0.34% | $485,190 | 3.0K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.34% | $517,536 | 3.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.34% | $2M | 10.0K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.34% | $679,794 | 3.7K | Q2 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.34% | $802,504 | 5.0K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.34% | $11M | 67.8K | Q1 2026OLDER |
| SRB CORP$1.6B AUM | 0.33% | $5M | 33.6K | Q1 2026OLDER |
| Candelo Capital Management LP$121M AUM | 0.33% | $404,325 | 2.5K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.33% | $522,226 | 3.2K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.32% | $1M | 8.8K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.32% | $2M | 9.8K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.32% | $834,059 | 5.2K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.32% | $16M | 100.6K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.32% | $2M | 11.7K | Q4 2025OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.32% | $1M | 8.6K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.31% | $23M | 142.2K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.31% | $879,811 | 5.4K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 0.31% | $396,240 | 2.5K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.31% | $631,907 | 4.1K | Q3 2025OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.31% | $360,030 | 2.3K | Q4 2025OLDER |
| E&G Advisors, LP$449M AUM | 0.31% | $1M | 8.6K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.31% | $1M | 9.0K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.31% | $1M | 6.9K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.31% | $523,340 | 3.2K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.30% | $469,238 | 3.0K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.30% | $23M | 140.9K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 0.30% | $384,432 | 2.4K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.30% | $653,719 | 4.0K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.30% | $20M | 126.2K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.30% | $2M | 12.9K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.30% | $536,168 | 3.3K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.29% | $517,507 | 3.2K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 0.29% | $727,785 | 4.5K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.29% | $2M | 12.6K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.29% | $770,805 | 4.8K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.29% | $520,496 | 2.8K | Q2 2026 |
| LongView Wealth Management$398M AUM | 0.29% | $1M | 6.7K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.29% | $2M | 9.4K | Q2 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.29% | $647,407 | 4.0K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.29% | $1M | 8.0K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.29% | $429,582 | 2.7K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.29% | $566,055 | 3.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.29% | $104M | 641.9K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.29% | $450,969 | 2.9K | Q3 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.29% | $3M | 15.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.29% | $61M | 376.5K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.28% | $354,000 | 2.3K | Q4 2025OLDER |
| Tempo Wealth, LLC$573M AUM | 0.28% | $2M | 9.9K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.28% | $726,329 | 4.5K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.28% | $769,215 | 4.8K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.28% | $10M | 63.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.28% | $3M | 21.9K | Q4 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.28% | $886,210 | 5.5K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.28% | $1M | 7.5K | Q4 2025OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 0.28% | $4M | 25.6K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.27% | $444,758 | 2.8K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.27% | $1M | 6.7K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.27% | $58M | 358.2K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.27% | $662,770 | 4.1K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.27% | $4M | 20.6K | Q2 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.27% | $1M | 7.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.27% | $6M | 37.5K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.27% | $1M | 8.0K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.27% | $474,678 | 2.9K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.27% | $302,759 | 1.9K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.26% | $539,805 | 3.5K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.26% | $8M | 49.7K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.26% | $4M | 25.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.26% | $421,472 | 2.6K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.26% | $3M | 17.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.26% | $542M | 2.36M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.26% | $7M | 42.8K | Q2 2026 |
| United Bank$301M AUM | 0.26% | $788,596 | 4.9K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.26% | $3M | 17.0K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.26% | $10M | 59.1K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.26% | $390,273 | 2.4K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.26% | $522,388 | 3.2K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.26% | $2M | 14.4K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.26% | $599,210 | 3.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.26% | $12M | 73.0K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.26% | $361,807 | 2.2K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.25% | $559,587 | 3.5K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.25% | $1M | 8.9K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.25% | $43M | 266.5K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.25% | $316,182 | 2.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.25% | $3M | 14.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.25% | $3M | 18.5K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.25% | $3M | 16.8K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.25% | $329,606 | 2.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.25% | $2M | 10.9K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.25% | $2M | 9.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.24% | $1M | 8.3K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.24% | $425,708 | 2.6K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.24% | $536,782 | 3.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.24% | $249,814 | 1.5K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.24% | $28M | 177.7K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.24% | $1M | 5.8K | Q2 2026 |
| Trust Co$1.1B AUM | 0.24% | $3M | 15.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.24% | $1.3B | 7.83M | Q2 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.24% | $2M | 14.5K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.23% | $1M | 7.1K | Q2 2026 |
| Invst, LLC$886M AUM | 0.23% | $2M | 12.7K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.23% | $344,647 | 2.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.23% | $17M | 104.5K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.23% | $311,791 | 2.0K | Q4 2025OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.23% | $2M | 12.5K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.23% | $621,852 | 3.8K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.23% | $487,288 | 3.0K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.22% | $15M | 78.6K | Q2 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.22% | $900,399 | 5.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.22% | $828M | 5.12M | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.22% | $2M | 9.4K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.22% | $3M | 18.2K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 0.22% | $228,026 | 1.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.22% | $2M | 11.1K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.22% | $5M | 33.0K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.21% | $1M | 6.4K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.21% | $898,572 | 5.6K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.21% | $2M | 14.0K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.21% | $284,699 | 1.5K | Q2 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 0.21% | $577,807 | 3.5K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.21% | $292,570 | 1.8K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.21% | $3M | 20.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.21% | $2M | 12.4K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.21% | $293M | 1.91M | Q3 2025OLDER |
| MWA Asset Management$183M AUM | 0.21% | $384,547 | 2.4K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.21% | $789,743 | 4.9K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.21% | $13M | 78.1K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.21% | $378,627 | 2.0K | Q2 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.21% | $4M | 23.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.21% | $594,258 | 3.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.