SELECT SECTOR SPDR TR
CUSIP 81369Y860
Select Sector Spdr Tr has 741 institutional holders in Filings Flow’s 13F database, together reporting 139.09M shares worth $5.5B as of Q1 2026. The largest reported holders are Creative Planning, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
741
Q1 2026
Reported Value
$5.5B
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 |
|---|---|---|---|---|
| Dean, Jacobson Financial Services, LLC$163M AUM | 13.10% | $21M | 522.2K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 6.15% | $8M | 184.3K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 4.99% | $5M | 128.2K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 4.75% | $65M | 1.59M | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 4.10% | $17M | 387.6K | Q2 2026 |
| Solano Wealth Investment Advisors LLC$201M AUM | 3.91% | $8M | 192.0K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 3.77% | $6M | 142.0K | Q1 2026OLDER |
| Prentice Wealth Management LLC$484M AUM | 3.54% | $17M | 389.9K | Q2 2026 |
| LCW Services, LLC$201M AUM | 3.06% | $6M | 150.8K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 2.89% | $136M | 3.32M | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 2.73% | $19M | 460.9K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 2.66% | $43M | 1.05M | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.63% | $6M | 138.9K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 2.42% | $6M | 145.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 2.40% | $4M | 103.9K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 2.35% | $15M | 366.7K | Q1 2026OLDER |
| THOR TRADING ADVISORS, LLC$241M AUM | 2.28% | $4M | 106.6K | Q3 2025OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.19% | $7M | 167.9K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 2.19% | $3M | 62.9K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.15% | $26M | 639.5K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 2.02% | $3M | 65.1K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 2.01% | $14M | 334.2K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 2.00% | $4M | 94.1K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 2.00% | $5M | 123.6K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 1.68% | $2M | 55.0K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.61% | $2M | 52.1K | Q3 2025OLDER |
| Trust Asset Management LLC$726M AUM | 1.55% | $11M | 293.9K | Q2 2026 |
| American Family Investments, Inc.$3.8B AUM | 1.47% | $56M | 1.37M | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 1.46% | $9M | 232.2K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 1.42% | $3M | 79.5K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 1.36% | $2M | 37.4K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 1.34% | $2M | 50.1K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.33% | $3M | 73.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 1.33% | $2.0B | 47.96M | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 1.30% | $10M | 238.7K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.30% | $11M | 240.0K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.25% | $2M | 46.6K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 1.12% | $3M | 64.0K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 1.08% | $1M | 30.5K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.08% | $1M | 30.6K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 1.08% | $15M | 378.5K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 1.03% | $2M | 51.0K | Q2 2026 |
| Advisory Alpha, LLC$3.7B AUM | 1.02% | $37M | 917.5K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.02% | $5M | 114.2K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.02% | $1M | 33.0K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.97% | $4M | 96.9K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.96% | $65M | 1.60M | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.95% | $1M | 33.0K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 0.95% | $1M | 25.4K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.94% | $5M | 119.2K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.92% | $28M | 659.7K | Q3 2025OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.90% | $3M | 58.8K | Q2 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.90% | $11M | 259.3K | Q3 2025OLDER |
| FLC Capital Advisors$560M AUM | 0.88% | $5M | 121.2K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.85% | $4M | 104.8K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.84% | $4M | 86.1K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.84% | $7M | 163.1K | Q2 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.81% | $12M | 303.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.81% | $10M | 252.3K | Q4 2025OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.80% | $4M | 93.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.78% | $9M | 225.6K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.78% | $6M | 131.5K | Q1 2026OLDER |
| Markin Asset Management, LP$117M AUM | 0.77% | $900,113 | 20.4K | Q2 2026 |
| Cooksen Wealth, LLC$138M AUM | 0.76% | $1M | 25.5K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.76% | $24M | 581.7K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.74% | $2M | 37.3K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 0.66% | $947,320 | 23.2K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.66% | $31M | 766.6K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.65% | $2M | 44.1K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.64% | $1M | 33.1K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.64% | $1M | 25.4K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.64% | $974,367 | 23.9K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.62% | $1M | 30.0K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.62% | $2M | 57.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.62% | $767,384 | 18.8K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.61% | $970,502 | 23.2K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.61% | $5M | 113.3K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.61% | $2M | 53.5K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.61% | $4M | 82.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.60% | $866,739 | 21.2K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.60% | $1M | 35.1K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.58% | $3M | 65.9K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.56% | $2M | 58.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.54% | $19M | 475.5K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.54% | $3M | 63.0K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.53% | $2M | 40.0K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.52% | $3M | 57.9K | Q2 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.52% | $2M | 43.7K | Q2 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.52% | $1M | 32.1K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.51% | $4M | 102.6K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.51% | $9M | 217.4K | Q3 2025OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.50% | $2M | 53.9K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.50% | $32M | 783.5K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.49% | $10M | 240.5K | Q3 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.49% | $6M | 136.9K | Q2 2026 |
| 10Elms LLP$159M AUM | 0.48% | $761,573 | 19.6K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.47% | $1M | 32.9K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.47% | $1M | 33.1K | Q2 2026 |
| 111 Capital$406M AUM | 0.47% | $2M | 53.6K | Q4 2025OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.47% | $1M | 31.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.47% | $14M | 338.1K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.46% | $12M | 292.9K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.46% | $522,618 | 12.8K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.44% | $1M | 28.1K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.42% | $3M | 68.4K | Q3 2025OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.41% | $1M | 34.7K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.41% | $43M | 1.06M | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.39% | $6M | 143.9K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.39% | $4M | 105.4K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.38% | $7M | 164.5K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.36% | $535,344 | 13.1K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.35% | $1M | 29.3K | Q4 2025OLDER |
| Kaizen Financial Strategies$236M AUM | 0.35% | $829,499 | 18.9K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.35% | $1M | 36.6K | Q4 2025OLDER |
| Bonfire Financial$133M AUM | 0.35% | $459,456 | 11.3K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.34% | $11M | 276.1K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 0.34% | $527,915 | 12.9K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.33% | $4M | 106.4K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.32% | $3M | 82.5K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.32% | $567,455 | 13.9K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 0.32% | $594,990 | 14.6K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.31% | $381,018 | 9.0K | Q3 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.31% | $16M | 403.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.31% | $805,434 | 19.7K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.30% | $5M | 133.4K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.30% | $7M | 174.1K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.30% | $27M | 659.0K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.29% | $891,649 | 21.8K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.28% | $432,259 | 10.6K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.28% | $1M | 33.6K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 0.27% | $538,935 | 13.4K | Q4 2025OLDER |
| Creekside Partners$243M AUM | 0.27% | $666,604 | 16.3K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.27% | $58M | 1.43M | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.27% | $2M | 42.2K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.27% | $4M | 108.2K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.27% | $5M | 123.4K | Q4 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.27% | $489,225 | 12.0K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.27% | $708,955 | 17.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.26% | $5M | 114.6K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.26% | $318,293 | 7.2K | Q2 2026 |
| Burford Brothers, Inc.$244M AUM | 0.25% | $620,453 | 15.2K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.25% | $3M | 79.8K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.25% | $2M | 34.4K | Q2 2026 |
| Winter & Associates, Inc.$133M AUM | 0.25% | $332,824 | 7.6K | Q2 2026 |
| United Bank$301M AUM | 0.25% | $747,679 | 18.3K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.25% | $1M | 29.0K | Q2 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.24% | $3M | 74.6K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.24% | $18M | 445.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.24% | $2M | 50.2K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.24% | $413,491 | 9.4K | Q2 2026 |
| SMI Advisory Services, LLC$617M AUM | 0.24% | $1M | 34.3K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.24% | $1M | 28.8K | Q4 2025OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.23% | $629,483 | 15.4K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.23% | $438,433 | 10.7K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.22% | $3M | 64.7K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 0.22% | $498,738 | 12.2K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.22% | $1M | 26.6K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.22% | $8M | 205.2K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$639M AUM | 0.21% | $1M | 31.1K | Q2 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.21% | $2M | 39.9K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 0.21% | $419,242 | 10.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.21% | $15M | 375.5K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.21% | $737,063 | 18.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.21% | $2M | 39.1K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.21% | $4M | 92.3K | Q4 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.20% | $18M | 448.5K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.20% | $14M | 351.1K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.20% | $366,449 | 9.0K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.20% | $647,644 | 15.9K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.19% | $307,286 | 7.5K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.19% | $1M | 30.4K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.19% | $468,638 | 11.5K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.19% | $1M | 36.0K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.19% | $4M | 101.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.19% | $1M | 31.7K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.19% | $741,103 | 17.6K | Q3 2025OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.19% | $245,511 | 5.6K | Q2 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.19% | $615,648 | 14.0K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.18% | $3M | 74.2K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.18% | $331,592 | 8.1K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.18% | $384,578 | 9.4K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.18% | $5M | 117.7K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.18% | $5M | 133.3K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.18% | $3M | 74.9K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.18% | $879,105 | 21.8K | Q4 2025OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.18% | $635,049 | 15.6K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.18% | $332,869 | 7.9K | Q3 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.18% | $542,566 | 13.3K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 0.17% | $290,505 | 7.1K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.17% | $275,030 | 6.7K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.17% | $236,917 | 5.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.17% | $7M | 175.6K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.17% | $1M | 27.8K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.16% | $2M | 61.2K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.16% | $2M | 53.3K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.16% | $1M | 36.1K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.16% | $605,705 | 14.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.16% | $4M | 102.8K | Q2 2026 |
| 1ST SOURCE BANK$1.9B AUM | 0.16% | $3M | 75.6K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.16% | $693,442 | 15.7K | Q2 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.16% | $1M | 25.3K | Q3 2025OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.16% | $692,347 | 16.9K | Q4 2025OLDER |
| Fulcrum Equity Management$136M AUM | 0.15% | $209,715 | 4.8K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.15% | $4M | 98.4K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.15% | $863,922 | 21.2K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.15% | $284,095 | 7.0K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.15% | $303,449 | 7.4K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.15% | $1M | 31.2K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.14% | $356,651 | 8.7K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.14% | $1M | 26.3K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.14% | $1M | 26.5K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.14% | $371,701 | 9.1K | Q1 2026OLDER |
| Swan Global Investments, LLC$3.0B AUM | 0.14% | $4M | 104.4K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.14% | $220,604 | 5.4K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.14% | $1M | 36.7K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.14% | $266,293 | 6.5K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.14% | $1M | 26.4K | Q4 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.14% | $516,766 | 12.3K | Q3 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.14% | $3M | 78.9K | Q2 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.13% | $2M | 46.5K | Q3 2025OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.13% | $784,457 | 19.2K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.13% | $454,340 | 11.1K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.13% | $1M | 25.0K | Q4 2025OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.13% | $296,278 | 6.7K | Q2 2026 |
| Innova Wealth Partners$211M AUM | 0.13% | $266,084 | 6.5K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 0.13% | $332,785 | 7.9K | Q3 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.12% | $751,122 | 18.4K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.12% | $267,518 | 6.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.12% | $6M | 135.8K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.12% | $493,876 | 12.1K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.12% | $2M | 36.9K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.12% | $469,267 | 11.5K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.12% | $226,584 | 5.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.12% | $2M | 50.6K | Q2 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.12% | $2M | 59.5K | Q1 2026OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$674M AUM | 0.12% | $788,313 | 17.9K | Q2 2026 |
| Sherman Asset Management, Inc.$109M AUM | 0.12% | $125,552 | 3.1K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.12% | $565,904 | 13.9K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.11% | $276,011 | 6.8K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.11% | $642,128 | 15.7K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.11% | $768,584 | 18.8K | Q1 2026OLDER |
| IMZ Advisory Inc$316M AUM | 0.11% | $358,916 | 8.2K | Q2 2026 |
| Realta Investment Advisors$288M AUM | 0.11% | $319,046 | 7.8K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.11% | $2M | 50.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.11% | $439,249 | 10.8K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.11% | $845,749 | 20.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.11% | $765,347 | 18.7K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.10% | $1M | 29.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.10% | $290,546 | 7.1K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.10% | $447,832 | 11.0K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.10% | $362,461 | 8.9K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.10% | $393,024 | 9.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.10% | $326,926 | 8.0K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.10% | $246,573 | 6.0K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.10% | $278,058 | 6.6K | Q3 2025OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 0.09% | $1M | 27.7K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.09% | $628,925 | 15.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.09% | $112M | 2.73M | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.09% | $181,575 | 4.5K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.09% | $2M | 52.1K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.09% | $446,907 | 10.9K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.09% | $210,824 | 4.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.09% | $1M | 29.3K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.09% | $305,980 | 7.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.09% | $8M | 198.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.09% | $87 | 2.2K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.09% | $2M | 43.5K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.08% | $1M | 31.0K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.08% | $47M | 1.12M | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.08% | $245,317 | 6.0K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.08% | $437,289 | 10.7K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.08% | $372,955 | 9.1K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.08% | $4M | 89.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.08% | $53M | 1.29M | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.08% | $800,381 | 19.6K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.08% | $1M | 31.0K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.08% | $1M | 31.8K | Q3 2025OLDER |
| Ted Buchan & Co$275M AUM | 0.08% | $201,466 | 4.8K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.08% | $3M | 59.3K | Q2 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.08% | $200,160 | 4.8K | Q3 2025OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.08% | $1M | 26.5K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.08% | $323,661 | 7.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $842,200 | 20.6K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.07% | $2M | 40.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.07% | $13M | 330.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.07% | $2M | 40.5K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.07% | $642,460 | 15.7K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.07% | $735,471 | 18.0K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.07% | $991,153 | 22.5K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.07% | $12M | 303.0K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.07% | $242,100 | 6.0K | Q4 2025OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.07% | $360,726 | 8.2K | Q2 2026 |
| Blue Fin Capital, Inc.$610M AUM | 0.07% | $419,814 | 10.3K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.07% | $280,283 | 6.7K | Q3 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.07% | $663,768 | 16.3K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.07% | $3M | 66.5K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.07% | $5M | 132.1K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.07% | $124,843 | 3.1K | Q4 2025OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.06% | $286,300 | 7.0K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.06% | $233,285 | 5.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $24M | 588.1K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.06% | $233,065 | 5.2K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.06% | $78,741 | 1.9K | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.06% | $308,288 | 7.0K | Q2 2026 |
| Snider Financial Group$331M AUM | 0.06% | $228,596 | 5.7K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.06% | $648,421 | 15.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 130.2K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.06% | $309,369 | 7.6K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.06% | $253,064 | 6.2K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.06% | $200,557 | 5.0K | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.06% | $14M | 354.1K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.06% | $2M | 42.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $56M | 1.37M | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.06% | $234,487 | 5.7K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.06% | $218,399 | 5.3K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.06% | $240,870 | 5.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 42.3K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.06% | $4M | 102.4K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.06% | $212,614 | 5.2K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $261,026 | 6.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $972,635 | 22.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $577,119 | 14.3K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $14M | 331.0K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.05% | $619,490 | 15.2K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.05% | $202,127 | 5.0K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.05% | $579,571 | 14.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 40.4K | Q2 2026 |
| LPWM LLC$396M AUM | 0.05% | $207,560 | 5.1K | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.05% | $411,485 | 10.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.05% | $206,581 | 5.1K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.05% | $292,833 | 7.2K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.05% | $11M | 277.3K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.05% | $261,312 | 6.4K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.05% | $238,774 | 5.8K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.05% | $51,378 | 1.3K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.05% | $110,075 | 2.5K | Q2 2026 |
| Jump Financial, LLC$7.5B AUM | 0.05% | $4M | 97.6K | Q4 2025OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.05% | $746,700 | 18.3K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.05% | $984,907 | 24.5K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.05% | $1M | 33.7K | Q4 2025OLDER |
| Southland Equity Partners LLC$571M AUM | 0.05% | $263,960 | 6.0K | Q2 2026 |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.05% | $51,560 | 1.2K | Q2 2026 |
| Evernest Financial Advisors, LLC$481M AUM | 0.05% | $219,016 | 5.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $314,012 | 7.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $7M | 181.5K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.04% | $77,577 | 1.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $136,766 | 3.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $168M | 4.12M | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.04% | $2M | 50.0K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 145.6K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.04% | $2M | 49.3K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $894,177 | 21.9K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $261,723 | 5.9K | Q2 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.04% | $97,379 | 2.4K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 0.04% | $62,071 | 1.4K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.04% | $83,825 | 2.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $390,352 | 9.6K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.04% | $88,473 | 2.1K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $2M | 60.7K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.04% | $3M | 80.1K | Q4 2025OLDER |
| Beck Bode, LLC$591M AUM | 0.04% | $238,226 | 5.9K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $301,738 | 7.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $495,279 | 12.3K | Q4 2025OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.04% | $203,566 | 5.0K | Q4 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.04% | $645,073 | 15.8K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.04% | $81,925 | 2.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $512,961 | 12.6K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.04% | $263,680 | 6.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 25.0K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.04% | $384,047 | 9.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $414,588 | 10.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $731,093 | 17.9K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $232,667 | 5.7K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.04% | $244,612 | 6.0K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.04% | $212,083 | 5.0K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $17M | 412.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $2M | 39.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 35.9K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.03% | $338,658 | 8.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $646,789 | 15.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 53.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $40,296 | 987 | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 35.6K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.03% | $370,719 | 9.1K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.03% | $400,298 | 9.8K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.03% | $168,424 | 4.1K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.03% | $33,481 | 820 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $50M | 1.22M | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.03% | $397,294 | 9.7K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.03% | $153,930 | 3.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $163M | 3.99M | Q2 2026 |
| Solstein Capital, LLC$244M AUM | 0.03% | $74,801 | 1.8K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.03% | $203,066 | 4.6K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 40.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $2M | 37.7K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $297,944 | 7.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 113.3K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.03% | $335,565 | 8.0K | Q3 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.03% | $1M | 30.1K | Q3 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $520,321 | 12.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 130.6K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.03% | $1M | 26.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 27.5K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.03% | $215,355 | 5.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $8M | 186.4K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.03% | $82,068 | 2.0K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.03% | $408,300 | 10.0K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.03% | $719,000 | 17.6K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.03% | $9M | 225.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 52.9K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.03% | $83,171 | 2.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 66.4K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.03% | $28,568 | 708 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.03% | $267,086 | 6.1K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 28.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $5M | 128.4K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.03% | $38,340 | 939 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $5M | 133.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.03% | $263,027 | 6.4K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.02% | $201,437 | 4.6K | Q2 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $877,845 | 21.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $5M | 114.7K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.02% | $52,957 | 1.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $1M | 25.5K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.02% | $54,288 | 1.3K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.02% | $447,007 | 10.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $1M | 25.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $23M | 551.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $20M | 494.0K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $26,907 | 659 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.02% | $358,241 | 8.8K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.02% | $118,121 | 2.9K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $30,074 | 736 | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $345,459 | 7.8K | Q2 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $218,236 | 5.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 31.3K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $207,601 | 5.1K | Q4 2025OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.02% | $71,453 | 1.8K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.02% | $241,877 | 5.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 42.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $274,742 | 6.2K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.02% | $707,176 | 17.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $293M | 7.18M | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.02% | $1M | 30.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 66.6K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.02% | $30,249 | 718 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $2M | 44.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $263,394 | 6.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $285,832 | 7.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 29.8K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $601,222 | 14.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $220,038 | 5.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $399,406 | 9.8K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.02% | $398,867 | 9.5K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 27.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 30.2K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.02% | $562,923 | 13.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $618,550 | 15.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $426,820 | 10.5K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $293,445 | 7.2K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.02% | $40,324 | 988 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $795,470 | 19.5K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.02% | $2M | 44.0K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.02% | $271,495 | 6.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.02% | $45,280 | 1.1K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.02% | $162,542 | 4.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $646,889 | 15.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 39.0K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $309,210 | 7.6K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $240,448 | 5.9K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $319,576 | 7.8K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.02% | $2M | 53.4K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.02% | $17,720 | 434 | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $987,024 | 24.2K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $271,119 | 6.6K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.02% | $203,969 | 5.1K | Q4 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.02% | $31,393 | 713 | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $541,802 | 12.3K | Q2 2026 |
| Keel Point, LLC$1.5B AUM | 0.02% | $248,130 | 6.1K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $304,589 | 7.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $297,457 | 7.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 29.9K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.02% | $739,493 | 18.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $106M | 2.61M | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $345,879 | 8.5K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.02% | $138,454 | 3.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.02% | $511,108 | 12.7K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $800,922 | 19.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $261M | 6.48M | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $13M | 307.1K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $561,780 | 13.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $216,446 | 5.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $329,535 | 8.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 43.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $228,542 | 5.7K | Q2 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $766,430 | 17.4K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 33.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 206.7K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.01% | $242,306 | 5.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $232M | 5.77M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.