BWXSPDR SERIES TRUST
CUSIP 78464A516 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (BWX) has 157 institutional holders in Filings Flow’s 13F database, together reporting 39.58M shares worth $869M as of Q1 2026. The largest reported holders are Cerity Partners Ocio LLC, Ci Investments Inc., and Morgan Stanley.
Institutional Holders
157
Q1 2026
Reported Value
$869M
Ticker
BWX
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cerity Partners OCIO LLC$1.7B AUM | 9.33% | $156M | 7.09M | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.69% | $143M | 6.52M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $71M | 3.22M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $64M | 2.92M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.05% | $56M | 2.56M | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 1.59% | $31M | 1.43M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.02% | $30M | 1.35M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $24M | 1.10M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $19M | 867.7K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 1.94% | $18M | 829.1K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.86% | $16M | 744.8K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 2.76% | $16M | 723.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $14M | 625.9K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 533.2K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 1.41% | $11M | 485.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 448.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $10M | 445.4K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 1.69% | $9M | 431.2K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 1.78% | $9M | 391.4K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.95% | $9M | 388.6K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.02% | $8M | 374.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 351.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 342.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 321.5K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 1.44% | $7M | 321.0K | Q1 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 4.05% | $7M | 312.5K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.70% | $7M | 289.7K | Q4 2025OLDER |
| rebel Financial LLC$231M AUM | 2.80% | $6M | 294.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 280.8K | Q1 2026 |
| Point Nemo Capital, LLC$152M AUM | 3.81% | $6M | 263.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5M | 241.8K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 1.62% | $5M | 220.5K | Q4 2025OLDER |
| CROBAN$213M AUM | 2.32% | $5M | 224.8K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.42% | $5M | 219.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 206.6K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $4M | 197.6K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.05% | $4M | 182.0K | Q2 2025OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.65% | $4M | 189.1K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 191.3K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $4M | 173.0K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 1.76% | $3M | 148.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 115.2K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 113.4K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $2M | 108.9K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 110.0K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.16% | $2M | 103.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 100.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 97.6K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.23% | $2M | 95.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 87.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 85.4K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.19% | $2M | 80.6K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 79.2K | Q1 2026 |
| CFG Wealth Management Services, Inc.$110M AUM | 1.53% | $2M | 74.6K | Q1 2026 |
| Auour Investments LLC$318M AUM | 0.53% | $2M | 76.7K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.13% | $2M | 73.2K | Q3 2025OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.21% | $2M | 71.8K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 61.8K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 62.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 61.2K | Q1 2026 |
| VanderPol Investments L.L.C.$58M AUM | 2.32% | $1M | 59.3K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $1M | 57.8K | Q4 2025OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.42% | $1M | 57.5K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 57.0K | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 0.12% | $1M | 55.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 54.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 52.8K | Q1 2026 |
| Spartan Planning & Wealth Management$135M AUM | 0.84% | $1M | 50.3K | Q4 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 50.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 46.3K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $917,642 | 41.8K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.02% | $887,711 | 40.4K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.11% | $862,015 | 39.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $823,073 | 36.5K | Q4 2025OLDER |
| Family CFO Inc$223M AUM | 0.36% | $792,856 | 36.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.14% | $777,566 | 33.1K | Q2 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.18% | $741,010 | 33.8K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.36% | $738,056 | 31.4K | Q2 2025OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.10% | $726,625 | 33.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $623,139 | 28.4K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.08% | $606,654 | 27.6K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.14% | $604,683 | 26.8K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $602,176 | 27.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $593,177 | 27.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $578,000 | 26.3K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.03% | $564,672 | 25.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $537,569 | 22.9K | Q2 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $526,010 | 24.0K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $506,215 | 23.1K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $505,355 | 23.0K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $488,870 | 22.3K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $478,839 | 21.8K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $446,392 | 19.4K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $435,088 | 19.8K | Q1 2026 |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 0.08% | $429,750 | 19.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $409,465 | 17.4K | Q2 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $404,648 | 18.4K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 0.06% | $404,044 | 18.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $399,073 | 18.2K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.10% | $393,739 | 17.9K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.07% | $373,398 | 17.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $362,321 | 16.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $360,156 | 16.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $358,948 | 16.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $343,803 | 15.7K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.12% | $330,434 | 14.1K | Q2 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.04% | $321,281 | 14.6K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $317,654 | 13.5K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $305,000 | 13.9K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $292,995 | 12.9K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $287,447 | 12.2K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $277,817 | 12.3K | Q4 2025OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.06% | $269,041 | 12.3K | Q1 2026 |
| Covestor Ltd$144M AUM | 0.19% | $268,000 | 12.2K | Q1 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 0.22% | $267,708 | 12.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $264,618 | 12.1K | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 0.22% | $257,364 | 11.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $256,622 | 11.7K | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 0.13% | $256,324 | 11.7K | Q1 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.19% | $255,482 | 11.6K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.01% | $251,810 | 11.5K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $249,169 | 11.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $244,835 | 10.6K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $241,450 | 11.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $236,364 | 10.5K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $233,112 | 9.9K | Q2 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $230,256 | 10.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $228,626 | 10.4K | Q1 2026 |
| Hillman Capital Management, Inc.$144M AUM | 0.16% | $227,929 | 10.4K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.08% | $227,382 | 10.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $223,637 | 10.2K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 0.08% | $216,798 | 9.4K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $215,926 | 9.8K | Q1 2026 |
| ARWA LLC$202M AUM | 0.11% | $213,515 | 9.6K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.14% | $213,244 | 9.7K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $206,782 | 8.8K | Q2 2025OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.09% | $204,881 | 9.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $113,928 | 4.8K | Q2 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $80,842 | 3.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $77,045 | 3.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $76,211 | 3.5K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.03% | $74,016 | 3.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $61,438 | 2.8K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $61,329 | 2.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $53,997 | 2.5K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $52,680 | 2.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $49,058 | 2.2K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $38,684 | 1.8K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $37,867 | 1.7K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $37,828 | 1.7K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $31,054 | 1.3K | Q2 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $30,796 | 1.4K | Q1 2026 |
| United Financial Planning Group LLC$169M AUM | 0.02% | $29,957 | 1.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $28,613 | 1.3K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $28,206 | 1.3K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $28,096 | 1.3K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $27,591 | 1.3K | Q1 2026 |
| Keener Financial Planning LLC$238M AUM | 0.01% | $27,000 | 1.2K | Q2 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $25,901 | 1.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $23,838 | 1.1K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $23,436 | 1.1K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $23,267 | 1.1K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.03% | $23,209 | 988 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,982 | 1.0K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $20,187 | 896 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $19,058 | 868 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $15,475 | 705 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,982 | 665 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $10,580 | 482 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $9,085 | 395 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $8,911 | 406 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $6,783 | 309 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,585 | 300 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,500 | 296 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $6,466 | 287 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $5,815 | 266 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,751 | 262 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $5,678 | 252 | Q4 2025OLDER |
| Moser Wealth Advisors, LLC$208M AUM | 0.00% | $5,144 | 219 | Q2 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $5,000 | 240 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $4,485 | 195 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $4,436 | 202 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $3,289 | 143 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,129 | 142 | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $2,990 | 130 | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $2,916 | 129 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $2,832 | 129 | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,788 | 127 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $2,603 | 119 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,436 | 111 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $2,369 | 103 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,195 | 100 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,095 | 93 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,740 | 77 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,690 | 77 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,624 | 74 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,119 | 51 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.00% | $1,035 | 45 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,032 | 47 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $992 | 44 | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $700 | 32 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $637 | 29 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $593 | 27 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $571 | 26 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $417 | 19 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $253 | 11 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $241 | 11 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $154 | 7 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $128 | 6 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $44 | 2 | Q1 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | — | $0 | 0 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.