KRESPDR SERIES TRUST
CUSIP 78464A698 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (KRE) has 503 institutional holders in Filings Flow’s 13F database, together reporting 111.35M shares worth $7.3B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Goldman Sachs Group Inc, and Citigroup Inc.
Institutional Holders
503
Q1 2026
Reported Value
$7.3B
Ticker
KRE
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.18% | $1.6B | 24.82M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.18% | $1.5B | 23.75M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.50% | $1.2B | 18.07M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.42% | $1.1B | 17.30M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.06% | $1.1B | 16.26M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.10% | $761M | 11.69M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.11% | $689M | 10.57M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.28% | $664M | 10.19M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.10% | $637M | 9.77M | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.79% | $490M | 7.51M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.85% | $459M | 7.05M | Q1 2026 |
| Rokos Capital Management LLP$13.2B AUM | 3.01% | $398M | 6.11M | Q1 2026 |
| Jain Global LLC$24.2B AUM | 1.63% | $394M | 6.04M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.50% | $382M | 5.87M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.09% | $377M | 5.78M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $311M | 4.77M | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.14% | $281M | 2.23M | Q1 2026 |
| Compass Rose Asset Management, LP$1.3B AUM | 32.78% | $196M | 3.10M | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 1.22% | $166M | 2.54M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.13% | $164M | 2.51M | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.36% | $153M | 2.35M | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.23% | $148M | 2.27M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $142M | 2.18M | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.67% | $142M | 2.18M | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.37% | $141M | 2.03M | Q1 2026 |
| Crake Asset Management LLP$2.9B AUM | 3.98% | $114M | 1.75M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $111M | 1.71M | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.29% | $110M | 1.69M | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.07% | $99M | 1.56M | Q3 2025OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 0.72% | $97M | 1.50M | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.16% | $95M | 1.47M | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.11% | $94M | 1.44M | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.40% | $89M | 1.36M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $88M | 1.36M | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.99% | $84M | 1.29M | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.50% | $83M | 1.28M | Q1 2026 |
| Eisler Capital Management Ltd.$22.6B AUM | 0.27% | $61M | 966.6K | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.02% | $60M | 927.1K | Q4 2025OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 8.00% | $59M | 1.00M | Q2 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.40% | $57M | 873.2K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.04% | $54M | 834.3K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.32% | $54M | 831.5K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.35% | $54M | 821.7K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.41% | $53M | 815.8K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.08% | $53M | 809.7K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.38% | $52M | 800.0K | Q1 2026 |
| Kapitalo Investimentos Ltda$531M AUM | 9.96% | $52M | 802.9K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.05% | $49M | 761.8K | Q4 2025OLDER |
| MKP Capital Management, L.L.C.$3.0B AUM | 1.72% | $48M | 745.7K | Q4 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.07% | $43M | 653.8K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $41M | 638.6K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $40M | 620.8K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.04% | $39M | 603.3K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.03% | $36M | 554.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $36M | 547.9K | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.72% | $35M | 544.0K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 3.04% | $35M | 536.9K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 3.33% | $34M | 527.6K | Q4 2025OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 3.36% | $34M | 531.8K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.06% | $33M | 505.6K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 2.55% | $33M | 503.3K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.22% | $32M | 491.0K | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.62% | $31M | 469.3K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.17% | $30M | 465.7K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.21% | $29M | 443.6K | Q1 2026 |
| Blackstone Inc.$25.6B AUM | 0.11% | $28M | 425.8K | Q4 2025OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.61% | $27M | 416.9K | Q4 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.07% | $26M | 404.5K | Q1 2026 |
| Bayview Asset Management, LLC$260M AUM | 9.78% | $25M | 390.0K | Q1 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.78% | $25M | 401.3K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $24M | 366.6K | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.07% | $24M | 375.2K | Q3 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.26% | $23M | 1.11M | Q1 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 1.05% | $22M | 341.5K | Q1 2026 |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 3.63% | $21M | 354.7K | Q2 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.37% | $21M | 315.4K | Q1 2026 |
| Owl Creek Asset Management, L.P.$1.4B AUM | 0.64% | $20M | 316.5K | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $20M | 20.79M | Q1 2026 |
| TERRIL BROTHERS, INC.$366M AUM | 5.02% | $19M | 295.7K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 273.0K | Q1 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM | 0.74% | $17M | 275.0K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $17M | 257.7K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.02% | $17M | 257.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $16M | 247.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $16M | 239.5K | Q1 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.22% | $15M | 233.8K | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.05% | $15M | 227.6K | Q1 2026 |
| Interval Partners, LP$3.8B AUM | 0.39% | $15M | 225.9K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.29% | $15M | 247.7K | Q2 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $14M | 217.2K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.01% | $14M | 215.2K | Q1 2026 |
| Ursa Fund Management, LLC$108M AUM | 12.12% | $13M | 200.0K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.78% | $13M | 198.0K | Q1 2026 |
| Carrera Capital Advisors$649M AUM | 1.95% | $13M | 194.6K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.14% | $12M | 190.4K | Q1 2026 |
| Mint Tower Capital Management B.V.$1.1B AUM | 1.11% | $12M | 190.0K | Q1 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd$622M AUM | 1.96% | $12M | 190.1K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 1.28% | $12M | 184.2K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.04% | $12M | 184.1K | Q4 2025OLDER |
| Wealth High Governance Asset Management Ltda.$283M AUM | 2.12% | $12M | 183.1K | Q4 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.02% | $11M | 176.1K | Q1 2026 |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.62% | $11M | 175.2K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 3.36% | $11M | 175.0K | Q4 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $11M | 175.0K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.09% | $11M | 173.3K | Q1 2026 |
| SG Capital Management LLC$1.5B AUM | 0.74% | $11M | 170.6K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.06% | $11M | 167.8K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $11M | 162.2K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.10% | $11M | 162.0K | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 0.14% | $10M | 160.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $10M | 152.6K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.85% | $10M | 150.0K | Q1 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.58% | $10M | 150.0K | Q1 2026 |
| Polar Capital Holdings Plc$28.2B AUM | 0.04% | $10M | 150.0K | Q4 2025OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.35% | $10M | 148.0K | Q1 2026 |
| Brick & Kyle, Associates$303M AUM | 3.37% | $10M | 146.9K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $9M | 141.9K | Q1 2026 |
| Perbak Capital Partners LLP$406M AUM | 2.08% | $9M | 154.9K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $9M | 141.7K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 140.0K | Q1 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.58% | $9M | 138.4K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.44% | $9M | 141.3K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 133.9K | Q1 2026 |
| Rosenthal | Henry Capital Advisors, Inc.$102M AUM | 8.39% | $9M | 131.6K | Q1 2026 |
| Slate Path Capital LP$6.7B AUM | 0.11% | $8M | 130.0K | Q4 2025OLDER |
| Garda Capital Partners LP$385M AUM | 0.19% | $8M | 137.5K | Q2 2025OLDER |
| Parkside Investments, LLC$823M AUM | 0.97% | $8M | 122.6K | Q1 2026 |
| Shay Capital LLC$1.2B AUM | 0.82% | $8M | 122.2K | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.67% | $8M | 119.1K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.25% | $8M | 117.3K | Q1 2026 |
| Wealth High Governance Capital Ltda$333M AUM | 2.22% | $8M | 116.9K | Q4 2025OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.05% | $7M | 111.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 110.2K | Q1 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.67% | $7M | 103.5K | Q1 2026 |
| Sculptor Capital LP$9.6B AUM | 0.07% | $7M | 100.0K | Q1 2026 |
| Highlander Partners, L.P.$256M AUM | 2.55% | $7M | 100.0K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 0.36% | $6M | 102.3K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $6M | 99.0K | Q1 2026 |
| GENDELL JEFFREY L$7.3B AUM | 0.12% | $6M | 100.0K | Q3 2025OLDER |
| Edenbrook Capital, LLC$321M AUM | 1.08% | $6M | 100.0K | Q3 2025OLDER |
| Anson Funds Management LP$2.3B AUM | 0.57% | $6M | 100.0K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 95.3K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.12% | $6M | 94.5K | Q1 2026 |
| Members Advisory Group LLC$292M AUM | 2.11% | $6M | 94.3K | Q3 2025OLDER |
| Rhino Investment Partners, Inc$359M AUM | 1.65% | $6M | 91.0K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.33% | $6M | 99.8K | Q2 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $6M | 89.2K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.61% | $6M | 94.5K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 85.7K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.56% | $5M | 84.1K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.55% | $5M | 90.7K | Q2 2025OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 1.15% | $5M | 80.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 77.7K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.12% | $5M | 83.0K | Q2 2025OLDER |
| Annandale Capital, LLC$709M AUM | 0.69% | $5M | 75.0K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.01% | $5M | 73.3K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.28% | $5M | 75.0K | Q3 2025OLDER |
| IAM Advisory, LLC$446M AUM | 1.07% | $5M | 73.0K | Q1 2026 |
| North Reef Capital Management LP$2.9B AUM | 0.22% | $5M | 75.0K | Q3 2025OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.26% | $5M | 72.2K | Q1 2026 |
| FARMERS TRUST CO$637M AUM | 0.74% | $5M | 72.0K | Q1 2026 |
| First American Bank$1.6B AUM | 0.27% | $4M | 65.9K | Q1 2026 |
| Michelson Medical Research Foundation, Inc.$99M AUM | 4.20% | $4M | 63.5K | Q1 2026 |
| SAM Advisors, LLC$319M AUM | 1.28% | $4M | 62.9K | Q1 2026 |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.87% | $4M | 62.5K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 61.6K | Q1 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 0.52% | $4M | 61.9K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.23% | $4M | 59.5K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.10% | $4M | 59.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $4M | 58.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 58.7K | Q1 2026 |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.07% | $4M | 59.0K | Q4 2025OLDER |
| CTC LLC$217.2B AUM | 0.00% | $4M | 575 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 56.9K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $4M | 55.8K | Q1 2026 |
| Westview Management dba Westview Investment Advisors$192M AUM | 1.89% | $4M | 55.7K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $4M | 55.1K | Q4 2025OLDER |
| Lumbard & Kellner, LLC$289M AUM | 1.24% | $4M | 54.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 53.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $3M | 53.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 52.9K | Q1 2026 |
| Consolidated Investment Group LLC$922M AUM | 0.41% | $3M | 52.9K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.08% | $3M | 50.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 49.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.45% | $3M | 48.7K | Q3 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.33% | $3M | 46.0K | Q1 2026 |
| VALICENTI ADVISORY SERVICES INC$459M AUM | 0.65% | $3M | 45.6K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.25% | $3M | 45.4K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.04% | $3M | 44.9K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $3M | 48.7K | Q2 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 44.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 45.3K | Q1 2026 |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.03% | $3M | 45.0K | Q3 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.02% | $3M | 43.3K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.18% | $3M | 42.5K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.09% | $3M | 42.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.07% | $3M | 42.4K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 41.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.03% | $3M | 41.7K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 42.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 41.0K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.78% | $3M | 38.4K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.09% | $3M | 40.0K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.10% | $3M | 40.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $3M | 39.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.07% | $3M | 39.9K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.09% | $3M | 45.0K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.50% | $2M | 37.5K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $2M | 37.2K | Q3 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 36.1K | Q1 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.24% | $2M | 35.9K | Q1 2026 |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 0.49% | $2M | 35.6K | Q4 2025OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.22% | $2M | 35.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 35.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $2M | 34.4K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.74% | $2M | 34.9K | Q3 2025OLDER |
| 1248 Management, LLC$216M AUM | 0.81% | $2M | 37.1K | Q2 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.07% | $2M | 32.0K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.69% | $2M | 31.9K | Q1 2026 |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.75% | $2M | 32.6K | Q3 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.10% | $2M | 31.6K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.11% | $2M | 29.2K | Q1 2026 |
| Intellus Advisors LLC$732M AUM | 0.28% | $2M | 32.1K | Q3 2025OLDER |
| Ulysses Management LLC$802M AUM | 0.24% | $2M | 30.0K | Q1 2026 |
| K.J. Harrison & Partners Inc$608M AUM | 0.26% | $2M | 30.0K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 29.6K | Q1 2026 |
| Watchman Group, Inc.$413M AUM | 0.48% | $2M | 31.2K | Q2 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $2M | 28.6K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 28.4K | Q1 2026 |
| Fosun International Ltd$399M AUM | 0.45% | $2M | 27.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 27.1K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.09% | $2M | 26.9K | Q1 2026 |
| Grandview Asset Management LLC$342M AUM | 0.50% | $2M | 26.3K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.09% | $2M | 25.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 26.0K | Q4 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.01% | $2M | 25.8K | Q4 2025OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.80% | $2M | 35.0K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $2M | 25.0K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.02% | $2M | 25.0K | Q1 2026 |
| Cypress Capital Management LLC (WY)$108M AUM | 1.77% | $2M | 27.4K | Q2 2025OLDER |
| NOVEM GROUP$873M AUM | 0.19% | $2M | 25.0K | Q1 2026 |
| STEVENS CAPITAL MANAGEMENT LP$649M AUM | 0.25% | $2M | 24.7K | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.04% | $2M | 24.5K | Q4 2025OLDER |
| Great Hill Capital LLC$1.5B AUM | 0.25% | $2M | 25.0K | Q3 2025OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.15% | $2M | 26.6K | Q2 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.17% | $2M | 24.3K | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.19% | $2M | 23.9K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 23.8K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.02% | $2M | 23.9K | Q4 2025OLDER |
| INGALLS & SNYDER LLC$2.8B AUM | 0.05% | $2M | 23.7K | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 0.77% | $2M | 23.7K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 23.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.9K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.21% | $1M | 22.4K | Q1 2026 |
| Capital Investment Counsel, Inc$816M AUM | 0.18% | $1M | 22.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 22.1K | Q1 2026 |
| Governors Lane LP$1.6B AUM | 0.09% | $1M | 22.1K | Q1 2026 |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.04% | $1M | 22.0K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.05% | $1M | 22.0K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.18% | $1M | 21.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 21.8K | Q1 2026 |
| Robinson Value Management, Ltd.$180M AUM | 0.77% | $1M | 21.3K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1M | 20.8K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.03% | $1M | 20.8K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.14% | $1M | 20.8K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.21% | $1M | 20.8K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.65% | $1M | 20.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 20.2K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.53% | $1M | 20.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 20.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 20.0K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.04% | $1M | 19.6K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.29% | $1M | 19.2K | Q4 2025OLDER |
| COWA, LLC$371M AUM | 0.34% | $1M | 19.4K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 18.7K | Q1 2026 |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.08% | $1M | 18.4K | Q1 2026 |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.04% | $1M | 18.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 17.9K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.62% | $1M | 16.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 16.5K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.11% | $1M | 16.3K | Q1 2026 |
| Cane Capital Partners, LLC$229M AUM | 0.46% | $1M | 16.3K | Q1 2026 |
| Cladis Investment Advisory, LLC$182M AUM | 0.58% | $1M | 16.1K | Q1 2026 |
| Galaxy Digital Inc.$1.2B AUM | 0.09% | $1M | 15.8K | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.46% | $1M | 15.6K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $1M | 15.6K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 15.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $998,312 | 15.3K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $993,472 | 15.2K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.11% | $992,691 | 15.2K | Q1 2026 |
| Bramshill Investments, LLC$1.2B AUM | 0.08% | $977,250 | 15.0K | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.10% | $975,295 | 15.0K | Q1 2026 |
| Prudent Man Advisors, LLC$334M AUM | 0.29% | $958,422 | 14.7K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $939,593 | 14.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $933,661 | 14.7K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.08% | $926,000 | 14.3K | Q4 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.07% | $924,180 | 14.6K | Q3 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.05% | $913,077 | 14.0K | Q1 2026 |
| Ground Swell Capital, LLC$51M AUM | 1.44% | $905,044 | 15.2K | Q2 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $904,824 | 13.9K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $896,875 | 13.8K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.11% | $895,276 | 13.7K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $888,999 | 13.6K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $871,689 | 9.6K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.14% | $862,520 | 13.2K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $853,980 | 13.1K | Q1 2026 |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.17% | $839,458 | 12.9K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $839,343 | 13.0K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $835,963 | 12.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $835,617 | 14.1K | Q2 2025OLDER |
| Silphium Asset Management Ltd$264M AUM | 0.31% | $828,578 | 12.7K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.10% | $828,252 | 12.7K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.29% | $825,060 | 12.7K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.05% | $814,734 | 12.9K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $787,849 | 12.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $779,647 | 12.3K | Q3 2025OLDER |
| Appalachian Capital Management Ltd$125M AUM | 0.62% | $775,459 | 11.9K | Q1 2026 |
| Byrne Asset Management LLC$185M AUM | 0.45% | $768,705 | 11.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $759,342 | 11.7K | Q1 2026 |
| Vanguard Capital Wealth Advisors$108M AUM | 0.60% | $750,348 | 11.6K | Q4 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $741,000 | 11.4K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.06% | $737,538 | 11.4K | Q4 2025OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.21% | $733,589 | 11.3K | Q1 2026 |
| Bayesian Capital Management, LP$82M AUM | 1.66% | $725,872 | 11.2K | Q4 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.02% | $725,471 | 11.4K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $723,990 | 11.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $720,003 | 11.1K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.02% | $702,838 | 10.8K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.09% | $695,997 | 10.7K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $695,997 | 10.7K | Q1 2026 |
| Carlson Capital, L.P.$318M AUM | 0.25% | $689,970 | 10.9K | Q3 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.03% | $685,000 | 10.5K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $680,124 | 10.5K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.15% | $667,006 | 10.2K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.35% | $666,714 | 10.2K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.41% | $659,918 | 10.1K | Q1 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.44% | $652,803 | 10.0K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.03% | $651,500 | 10.0K | Q1 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.03% | $651,500 | 10.0K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $651,500 | 10.0K | Q1 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.06% | $648,100 | 10.0K | Q1 2026 |
| Glaxis Capital Management, LLC$80M AUM | 1.11% | $648,100 | 10.0K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $647,564 | 9.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $632,346 | 9.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $627,944 | 9.7K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $626,863 | 9.6K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $619,381 | 9.5K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $618,821 | 9.8K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $609,549 | 9.4K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.21% | $605,569 | 9.3K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.02% | $597,000 | 9.2K | Q1 2026 |
| PITCAIRN CO$0 AUM | 0.04% | $593,900 | 10.0K | Q2 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.06% | $586,661 | 9.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.03% | $584,265 | 9.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.02% | $583,290 | 9.0K | Q4 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.07% | $557,040 | 8.8K | Q3 2025OLDER |
| Avondale Wealth Management$203M AUM | 0.27% | $557,033 | 8.6K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.02% | $556,154 | 8.6K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $555,085 | 8.5K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $554,315 | 8.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $550,370 | 8.4K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $550,191 | 8.4K | Q1 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.24% | $549,280 | 8.4K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.02% | $545,808 | 8.4K | Q1 2026 |
| Sender Co & Partners, Inc.$165M AUM | 0.06% | $544,380 | 8.6K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $539,474 | 8.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $536,310 | 8.2K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.10% | $535,835 | 8.5K | Q3 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $535,263 | 8.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $534,882 | 8.2K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $531,196 | 8.2K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $529,951 | 7.8K | Q1 2026 |
| Viewpoint Capital Management LLC$214M AUM | 0.24% | $521,852 | 8.0K | Q1 2026 |
| Black Maple Capital Management LP$179M AUM | 0.29% | $521,200 | 8.0K | Q1 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.32% | $513,463 | 7.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $512,317 | 7.9K | Q1 2026 |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.05% | $501,655 | 7.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $500,822 | 8.4K | Q2 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.02% | $488,821 | 7.7K | Q3 2025OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.18% | $487,646 | 7.5K | Q1 2026 |
| Vigilare Wealth Management$326M AUM | 0.16% | $487,566 | 7.5K | Q4 2025OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $484,000 | 7.4K | Q4 2025OLDER |
| Sage Capital Management, LLC$213M AUM | 0.23% | $482,737 | 7.4K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.11% | $482,110 | 7.4K | Q1 2026 |
| Alamea Verwaltungs GmbH$135M AUM | 0.32% | $474,750 | 7.5K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $474,454 | 7.3K | Q1 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.25% | $470,712 | 7.1K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.10% | $470,132 | 7.3K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $465,532 | 7.2K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $464,760 | 7.1K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.09% | $458,982 | 7.0K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.10% | $456,024 | 7.0K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.16% | $453,818 | 7.0K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $453,228 | 7.2K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $449,383 | 6.9K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $447,776 | 6.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $446,962 | 7.1K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $441,733 | 6.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $440,954 | 6.8K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $440,646 | 6.8K | Q1 2026 |
| LEE DANNER & BASS INC$1.6B AUM | 0.03% | $434,227 | 6.7K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $434,190 | 6.7K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.04% | $433,834 | 6.7K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $431,619 | 6.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $426,903 | 6.6K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $426,061 | 6.6K | Q4 2025OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.02% | $421,475 | 6.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $419,924 | 6.6K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $417,694 | 6.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $416,439 | 6.4K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $416,374 | 6.4K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.11% | $410,061 | 6.4K | Q1 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.25% | $405,168 | 6.2K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.07% | $404,386 | 6.2K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $403,083 | 6.2K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $400,347 | 6.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $399,277 | 6.7K | Q2 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $394,809 | 6.1K | Q1 2026 |
| Global Endowment Management, LP$896M AUM | 0.04% | $391,000 | 6.0K | Q1 2026 |
| Private Capital Management, LLC$1.0B AUM | 0.04% | $390,574 | 6.0K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $387,121 | 5.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $385,135 | 5.9K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $382,185 | 5.9K | Q4 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.06% | $379,800 | 6.0K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $378,978 | 5.8K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.16% | $377,000 | 5.8K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $376,457 | 5.8K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $374,216 | 5.7K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $372,202 | 5.7K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.07% | $367,146 | 5.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $366,143 | 5.6K | Q1 2026 |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.15% | $360,672 | 5.5K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $356,903 | 5.6K | Q3 2025OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 0.03% | $356,885 | 5.6K | Q3 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $356,455 | 5.5K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.26% | $355,828 | 5.5K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.01% | $355,784 | 5.5K | Q1 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.06% | $353,960 | 5.4K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 0.07% | $353,374 | 5.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $353,341 | 5.6K | Q3 2025OLDER |
| Wealth Forward, LLC$177M AUM | 0.20% | $353,048 | 5.4K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.12% | $350,478 | 5.4K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $348,227 | 5.3K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 0.17% | $346,599 | 5.3K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.03% | $345,883 | 5.3K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.02% | $343,206 | 5.1K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $341,712 | 5.4K | Q3 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.20% | $336,304 | 5.2K | Q1 2026 |
| Capital CS Group, LLC$49M AUM | 0.53% | $336,060 | 5.3K | Q3 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.07% | $335,975 | 5.2K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $335,364 | 5.1K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.09% | $333,079 | 5.1K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $330,441 | 5.1K | Q1 2026 |
| Evansbrook LLC$150M AUM | 0.22% | $329,883 | 5.1K | Q4 2025OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.31% | $328,225 | 5.0K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $327,639 | 5.0K | Q1 2026 |
| Eurizon Asset Management Hungary Ltd.$93M AUM | 0.35% | $325,750 | 5.0K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $325,750 | 5.0K | Q1 2026 |
| BigSur Wealth Management LLC$356M AUM | 0.09% | $325,750 | 5.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $324,968 | 5.0K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $324,960 | 5.0K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.09% | $316,948 | 4.9K | Q4 2025OLDER |
| III Capital Management$344M AUM | 0.08% | $316,500 | 5.0K | Q3 2025OLDER |
| FNY Investment Advisers, LLC$278M AUM | 0.14% | $315,000 | 4.8K | Q1 2026 |
| Berkeley Capital Partners, LLC$431M AUM | 0.07% | $313,842 | 5.0K | Q3 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.03% | $313,567 | 4.8K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $313,179 | 4.8K | Q1 2026 |
| Bravera Wealth$222M AUM | 0.14% | $312,525 | 4.8K | Q1 2026 |
| Grassi Investment Management$1.3B AUM | 0.02% | $312,000 | 5.3K | Q2 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $311,052 | 4.8K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $310,896 | 4.8K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.14% | $310,764 | 4.8K | Q4 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $308,334 | 4.7K | Q1 2026 |
| Advisory Advocates, LLC$98M AUM | 0.31% | $306,075 | 4.7K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.02% | $305,817 | 4.7K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.02% | $305,423 | 4.7K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.04% | $304,965 | 5.4K | Q2 2025OLDER |
| Financial Symmetry Inc$281M AUM | 0.11% | $302,508 | 4.3K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $301,839 | 4.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $301,324 | 4.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $299,104 | 4.6K | Q1 2026 |
| Benchmark Investment Advisors LLC$172M AUM | 0.17% | $298,820 | 4.7K | Q3 2025OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.10% | $298,139 | 4.6K | Q1 2026 |
| Cinctive Capital Management LP$1.5B AUM | 0.02% | $296,950 | 5.0K | Q2 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $296,554 | 4.6K | Q4 2025OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.14% | $293,240 | 4.5K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $290,484 | 4.4K | Q1 2026 |
| CM WEALTH ADVISORS LLC$470M AUM | 0.09% | $289,229 | 4.9K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $288,580 | 4.4K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $288,484 | 4.4K | Q1 2026 |
| CenterStar Asset Management, LLC$797M AUM | 0.08% | $287,912 | 4.4K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $286,841 | 4.8K | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.02% | $286,779 | 4.4K | Q1 2026 |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.20% | $283,407 | 4.3K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $283,020 | 4.4K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $281,122 | 4.3K | Q1 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $279,914 | 4.3K | Q4 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.08% | $278,900 | 4.4K | Q3 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $277,322 | 4.3K | Q4 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $276,408 | 4.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.