PSKSPDR SERIES TRUST
CUSIP 78464A292 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (PSK) has 162 institutional holders in Filings Flow’s 13F database, together reporting 12.22M shares worth $377M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Morgan Stanley, and Royal Bank Of Canada.
Institutional Holders
162
Q1 2026
Reported Value
$377M
Ticker
PSK
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| State of Wisconsin - Board of Commissioners of Public Lands$152M AUM | 15.85% | $24M | 780.6K | Q1 2026 |
| CNO Financial Group, Inc.$174M AUM | 12.38% | $22M | 700.0K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 5.84% | $11M | 345.5K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 1.37% | $7M | 229.9K | Q4 2025OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.33% | $5M | 146.1K | Q2 2025OLDER |
| Aspetuck Financial Management LLC$146M AUM | 1.18% | $2M | 56.0K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 1.00% | $3M | 75.7K | Q3 2025OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.91% | $4M | 133.5K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 0.70% | $730,109 | 23.7K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.69% | $3M | 105.8K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.65% | $3M | 102.3K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.62% | $4M | 138.1K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.52% | $3M | 88.8K | Q1 2026 |
| FDx Advisors, Inc.$313M AUM | 0.51% | $2M | 52.0K | Q1 2026 |
| Barry Investment Advisors, LLC$478M AUM | 0.43% | $2M | 56.3K | Q3 2025OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.41% | $643,518 | 20.5K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.32% | $989,810 | 32.1K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.28% | $674,997 | 21.3K | Q4 2025OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.27% | $5M | 174.8K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 0.23% | $258,844 | 8.2K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.22% | $420,072 | 13.6K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.21% | $869,982 | 28.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.20% | $4M | 136.9K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.18% | $744,727 | 23.4K | Q2 2025OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.17% | $2M | 55.8K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.17% | $727,933 | 23.6K | Q1 2026 |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.14% | $381,151 | 12.4K | Q1 2026 |
| Matrix Trust Co$690M AUM | 0.12% | $753,000 | 22.8K | Q3 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.11% | $314,111 | 9.9K | Q4 2025OLDER |
| Wayfinding Financial, LLC$230M AUM | 0.11% | $253,000 | 8.2K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.10% | $972,539 | 31.5K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.10% | $2M | 80.4K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.10% | $579,977 | 18.8K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.09% | $377,422 | 12.2K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.08% | $237,446 | 7.5K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 0.08% | $225,441 | 7.3K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.07% | $1M | 40.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 61.4K | Q1 2026 |
| Mokosak Advisory Group, LLC$399M AUM | 0.07% | $257,449 | 7.8K | Q3 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.07% | $832,183 | 27.0K | Q1 2026 |
| Bath Savings Trust Co$965M AUM | 0.07% | $615,628 | 20.0K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.07% | $81,695 | 2.6K | Q1 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 0.06% | $233,593 | 7.6K | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 0.06% | $604,000 | 19.0K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.05% | $165,457 | 5.4K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.05% | $7M | 213.2K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.05% | $786,790 | 25.5K | Q1 2026 |
| Artemis Wealth Advisors, LLC$662M AUM | 0.05% | $335,062 | 10.9K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.05% | $72,523 | 2.2K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.05% | $362,903 | 11.8K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 0.05% | $227,229 | 7.4K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.04% | $221,569 | 6.7K | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.04% | $675,889 | 21.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $662,042 | 21.5K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.04% | $117,002 | 3.5K | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.04% | $3M | 110.9K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.04% | $402,863 | 13.1K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $5M | 163.7K | Q4 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.04% | $308,400 | 10.0K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.04% | $504,882 | 16.4K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $242,370 | 7.3K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $260,426 | 7.9K | Q3 2025OLDER |
| von Borstel & Associates, Inc.$437M AUM | 0.03% | $210,000 | 6.5K | Q3 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.03% | $158,981 | 5.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $353,056 | 11.4K | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 0.03% | $252,143 | 8.2K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 50.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $8M | 270.2K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.03% | $281,898 | 9.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 40.3K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.02% | $480,086 | 15.6K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $48,878 | 1.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 130.2K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.02% | $85,735 | 2.8K | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.02% | $65,648 | 2.1K | Q2 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $259,890 | 8.2K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $988,081 | 31.2K | Q4 2025OLDER |
| JDM Financial Group LLC$259M AUM | 0.02% | $41,634 | 1.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $4M | 119.9K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.01% | $26,651 | 841 | Q4 2025OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.01% | $49,961 | 1.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 53.6K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $386,704 | 12.4K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $61,680 | 2.0K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $15,116 | 477 | Q4 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $14,217 | 461 | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $273,602 | 8.3K | Q3 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $729,957 | 23.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $127,256 | 4.1K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $886,835 | 28.8K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $723,958 | 21.9K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $43M | 1.38M | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.01% | $270,182 | 8.5K | Q2 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $391,771 | 12.3K | Q2 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $33,524 | 1.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $156,436 | 21.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 172.4K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $39,814 | 1.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 214.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 47.2K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $10,054 | 326 | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $227,000 | 7.4K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $8,789 | 285 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $81,950 | 2.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 86.2K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $13,721 | 445 | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $35,713 | 1.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $19M | 601.5K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $26M | 853.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $28M | 892.9K | Q1 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $4,681 | 152 | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.00% | $35,805 | 1.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $70,870 | 2.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $1M | 38.4K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $174,963 | 5.7K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $51,749 | 1.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 398.8K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $5,926 | 187 | Q4 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $249,958 | 8.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $14M | 444.5K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $210,038 | 6.6K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $16,715 | 542 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $24,603 | 785 | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $236,072 | 7.7K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $243,969 | 7.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 45.3K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $22,010 | 693 | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $204,963 | 6.6K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.00% | $7,211 | 228 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $34M | 1.07M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 112.9K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $241,724 | 7.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $703,000 | 22.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 40.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $85,273 | 2.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $412,382 | 13.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $87,814 | 2.8K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $21,927 | 711 | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $15,845 | 500 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $155,974 | 5.1K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $61,896 | 2.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $521,947 | 16.9K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $764,000 | 24.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $525,474 | 17.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $212,862 | 6.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $40,061 | 1.3K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.00% | $5,546 | 175 | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $411,000 | 13.0K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $231,824 | 7.5K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $4,503 | 146 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 256.7K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $15,404 | 485 | Q2 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,115 | 101 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $467,412 | 14.7K | Q2 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $21,961 | 693 | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $249,804 | 8.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $235,538 | 7.6K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,555 | 83 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $444,836 | 14.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $684,879 | 22.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $135,666 | 4.4K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $238,455 | 7.7K | Q1 2026 |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.00% | $21,680 | 703 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $18,698 | 590 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 259.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 80.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $448,199 | 14.5K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 48.3K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 98.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 39.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $299,009 | 9.7K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.00% | $401 | 13 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $274,198 | 8.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $9,260 | 280 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,416 | 103 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $24,551 | 773 | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $235,530 | 7.6K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $2,880 | 93 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 70.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $16,869 | 547 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $203,729 | 6.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $35,528 | 1.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $264,298 | 8.6K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $1,727 | 56 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $247,015 | 8.0K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $5,274 | 171 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $259,688 | 8.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $761 | 24 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,640 | 118 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 37.1K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $60,344 | 1.9K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,340 | 101 | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $142,570 | 4.5K | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $6,970 | 226 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $216,034 | 7.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $229,499 | 7.2K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,011 | 95 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,075 | 197 | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $1,000 | 29 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $811 | 26 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $3,084 | 100 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $740 | 24 | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $29 | 1 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,878 | 450 | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $12 | 0 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,579 | 78 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9,252 | 300 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $93 | 3 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $11,839 | 358 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,000 | 48 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $22 | 1 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $463 | 15 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.