GWXSPDR INDEX SHS FDS
CUSIP 78463X871 · Yahoo Finance ↗ · Google Finance ↗
Spdr Index Shs Fds (GWX) has 249 institutional holders in Filings Flow’s 13F database, together reporting 13.04M shares worth $551M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Envestnet Portfolio Solutions, Inc..
Institutional Holders
249
Q1 2026
Reported Value
$551M
Ticker
GWX
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.01% | $53M | 1.26M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $37M | 865.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.14% | $25M | 590.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $24M | 579.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $23M | 550.4K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.55% | $23M | 544.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $21M | 496.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.04% | $19M | 450.7K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.07% | $18M | 419.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.02% | $14M | 338.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 334.5K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.07% | $14M | 330.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $12M | 274.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $11M | 266.4K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.08% | $10M | 237.6K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.72% | $10M | 228.5K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.04% | $9M | 218.6K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.23% | $8M | 180.3K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $7M | 163.6K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.48% | $7M | 159.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 134.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $5M | 128.9K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.65% | $5M | 125.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $5M | 122.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 110.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 112.3K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $5M | 107.7K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.05% | $5M | 107.2K | Q1 2026 |
| Eagle Bluffs Wealth Management LLC$257M AUM | 1.74% | $4M | 105.7K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 2.19% | $4M | 104.8K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.17% | $4M | 99.6K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.53% | $4M | 90.7K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.17% | $4M | 87.1K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.05% | $3M | 79.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.04% | $3M | 74.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 74.6K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.06% | $3M | 73.1K | Q1 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 1.16% | $3M | 72.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 71.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 68.7K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.64% | $3M | 66.6K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.20% | $3M | 62.4K | Q1 2026 |
| Capital Investment Management, Inc.$291M AUM | 0.87% | $3M | 60.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 61.3K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.17% | $3M | 59.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 58.2K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.03% | $2M | 55.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 49.8K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.49% | $2M | 49.7K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.04% | $2M | 47.1K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.11% | $2M | 45.3K | Q1 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.11% | $2M | 45.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 44.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 44.2K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.10% | $2M | 42.5K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 42.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 42.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 40.3K | Q1 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 1.49% | $2M | 40.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 39.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 39.2K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.21% | $2M | 38.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 38.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 37.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 37.0K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.20% | $2M | 35.8K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.51% | $1M | 35.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 34.6K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.10% | $1M | 32.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 32.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 32.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 32.2K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.06% | $1M | 30.2K | Q1 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 0.75% | $1M | 30.1K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 30.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 29.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 28.5K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.19% | $1M | 28.2K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 27.8K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 27.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.04% | $1M | 26.9K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.03% | $1M | 26.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 25.8K | Q1 2026 |
| CULBERTSON A N & CO INC$771M AUM | 0.13% | $1M | 24.1K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.02% | $978,385 | 23.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $936,961 | 22.2K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.18% | $929,989 | 22.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $888,012 | 21.0K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.12% | $880,747 | 20.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $872,094 | 23.5K | Q2 2025OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.27% | $853,070 | 20.2K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.21% | $841,644 | 19.9K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $832,438 | 19.7K | Q1 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.60% | $821,346 | 19.4K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $809,259 | 21.8K | Q2 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.26% | $784,507 | 18.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $761,551 | 18.0K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.06% | $755,758 | 18.5K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.46% | $736,488 | 17.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $734,041 | 17.4K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.10% | $727,938 | 17.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $713,055 | 16.9K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.06% | $712,505 | 16.9K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $704,140 | 17.2K | Q4 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.18% | $702,834 | 16.6K | Q1 2026 |
| NOVUS ADVISORS, LLC$45M AUM | 1.57% | $701,009 | 16.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $696,152 | 16.5K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.10% | $690,775 | 17.2K | Q3 2025OLDER |
| Roan Capital Partners$121M AUM | 0.63% | $678,939 | 16.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $652,510 | 15.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $630,409 | 14.9K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $607,974 | 14.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.03% | $603,067 | 16.9K | Q2 2025OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.28% | $587,428 | 13.9K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 0.17% | $586,574 | 13.9K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $579,522 | 13.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $566,126 | 13.4K | Q1 2026 |
| International Private Wealth Advisors LLC$163M AUM | 0.33% | $532,934 | 12.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $517,910 | 12.3K | Q1 2026 |
| LOCKERMAN FINANCIAL GROUP, INC.$56M AUM | 0.93% | $517,614 | 12.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $496,583 | 11.8K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 0.14% | $491,511 | 11.6K | Q1 2026 |
| Urban Financial Advisory Corp$283M AUM | 0.17% | $489,173 | 11.6K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $483,747 | 11.5K | Q1 2026 |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.04% | $465,121 | 11.0K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $462,000 | 11.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $452,304 | 11.1K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.08% | $447,005 | 10.6K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $443,204 | 10.5K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.03% | $428,381 | 10.1K | Q1 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.04% | $418,284 | 10.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $410,613 | 9.7K | Q1 2026 |
| PITCAIRN CO$0 AUM | 0.03% | $410,573 | 10.2K | Q3 2025OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.11% | $403,052 | 9.5K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.10% | $401,185 | 9.5K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.03% | $392,848 | 9.3K | Q1 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 0.06% | $386,171 | 8.9K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.05% | $383,410 | 9.1K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.03% | $375,329 | 8.9K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $366,894 | 8.7K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.05% | $357,181 | 8.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $353,845 | 8.4K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $351,252 | 8.3K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.10% | $349,284 | 8.3K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 0.29% | $344,723 | 8.2K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.04% | $333,883 | 7.9K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $329,436 | 7.8K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $324,226 | 7.7K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $317,781 | 7.2K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.20% | $316,981 | 7.5K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.15% | $316,665 | 7.8K | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.01% | $310,000 | 7.2K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.02% | $308,110 | 7.3K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $302,958 | 7.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.01% | $302,005 | 7.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $295,380 | 7.0K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $293,170 | 6.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.00% | $291,449 | 6.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $281,313 | 6.7K | Q1 2026 |
| October Effect Ltd$87M AUM | 0.32% | $277,282 | 6.6K | Q1 2026 |
| StoryOne LLC$177M AUM | 0.16% | $276,944 | 0 | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.10% | $275,919 | 6.5K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.06% | $274,448 | 6.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $271,000 | 6.4K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $269,301 | 6.4K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $266,818 | 6.3K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 0.09% | $266,152 | 6.3K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $265,796 | 6.3K | Q1 2026 |
| PCB Capital LLC$63M AUM | 0.42% | $265,003 | 6.3K | Q1 2026 |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.01% | $262,714 | 6.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $257,039 | 6.1K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.04% | $255,027 | 6.0K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.08% | $255,000 | 6.3K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $250,406 | 5.9K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $244,406 | 6.0K | Q4 2025OLDER |
| Wallace Advisory Group, LLC$94M AUM | 0.26% | $240,964 | 5.7K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $240,829 | 5.9K | Q4 2025OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $239,298 | 5.7K | Q1 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 0.21% | $234,507 | 5.6K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $228,254 | 5.4K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.17% | $226,124 | 6.1K | Q2 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $225,460 | 6.1K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $225,000 | 6.0K | Q2 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $224,222 | 5.0K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.05% | $223,397 | 5.3K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $221,285 | 5.2K | Q1 2026 |
| Capital CS Group, LLC$49M AUM | 0.34% | $217,717 | 5.3K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $217,697 | 5.2K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.01% | $217,308 | 5.3K | Q4 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.02% | $215,208 | 5.4K | Q3 2025OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.06% | $214,642 | 5.3K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $208,936 | 4.9K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $207,651 | 5.1K | Q4 2025OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.01% | $207,626 | 4.9K | Q4 2025OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.03% | $207,233 | 5.1K | Q3 2025OLDER |
| Berkeley, Inc$298M AUM | 0.07% | $207,165 | 4.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $194,807 | 4.6K | Q1 2026 |
| Strategic Wealth Advisors LLC$125M AUM | 0.15% | $185,000 | 4.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $182,434 | 4.3K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $174,283 | 4.1K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.02% | $162,000 | 3.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $158,569 | 3.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $144,733 | 3.4K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.03% | $126,268 | 3.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $122,087 | 2.9K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $119,469 | 2.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $118,331 | 2.9K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $116,048 | 2.7K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.04% | $113,768 | 2.7K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $110,748 | 2.7K | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.01% | $108,320 | 2.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $107,433 | 2.5K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $107,143 | 2.5K | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.11% | $104,393 | 2.5K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $103,548 | 2.5K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.08% | $100,676 | 2.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $92,511 | 2.2K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $92,434 | 2.3K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $90,034 | 2.1K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $86,065 | 2.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $69,784 | 1.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $68,539 | 1.6K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $67,838 | 1.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $61,417 | 1.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $60,938 | 1.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $55,617 | 1.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $53,590 | 1.3K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.00% | $50,592 | 1.2K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $43,370 | 1.0K | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.02% | $38,221 | 1.0K | Q2 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $37,019 | 906 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $33,615 | 796 | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 0.00% | $33,000 | 914 | Q2 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $32,348 | 766 | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.02% | $29,392 | 696 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $28,206 | 702 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $27,407 | 649 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $26,507 | 650 | Q4 2025OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $23,902 | 566 | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $22,702 | 565 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $21,615 | 529 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $21,368 | 506 | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $18,684 | 465 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $18,455 | 437 | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $16,385 | 388 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.01% | $16,000 | 390 | Q1 2026 |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.01% | $15,621 | 370 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $15,203 | 360 | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.00% | $14,950 | 354 | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $12,542 | 297 | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.01% | $11,196 | 274 | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $10,953 | 259 | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $10,338 | 253 | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $10,262 | 243 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $10,215 | 250 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $10,016 | 237 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $9,122 | 216 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8,615 | 204 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $8,446 | 200 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $8,335 | 204 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,277 | 196 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $7,600 | 186 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $7,072 | 176 | Q3 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $6,822 | 162 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $6,822 | 162 | Q1 2026 |
| First Pacific Financial$777M AUM | 0.00% | $6,437 | 158 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $5,912 | 140 | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $5,743 | 136 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $5,448 | 129 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,321 | 126 | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.00% | $5,153 | 122 | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $4,980 | 118 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,940 | 117 | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $4,690 | 126 | Q2 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $4,463 | 106 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,350 | 103 | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $4,223 | 100 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $4,086 | 100 | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $3,959 | 94 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,944 | 98 | Q3 2025OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.00% | $3,718 | 100 | Q2 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $3,421 | 81 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,576 | 61 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $2,154 | 51 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,895 | 44 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,774 | 42 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $1,760 | 42 | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $1,647 | 39 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,140 | 27 | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.00% | $1,000 | 18 | Q4 2025OLDER |
| REDMONT WEALTH ADVISORS LLC$66M AUM | 0.00% | $613 | 15 | Q4 2025OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $380 | 9 | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $169 | 4 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $121 | 3 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $82 | 2 | Q4 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.