SJNKSPDR SERIES TRUST
CUSIP 78468R408 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (SJNK) has 389 institutional holders in Filings Flow’s 13F database, together reporting 117.59M shares worth $2.9B as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lpl Financial LLC, and Grimes & Co Wealth Management, LLC.
Institutional Holders
388
Q1 2026
Reported Value
$2.9B
Ticker
SJNK
Quarters Tracked
23
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 6.44% | $15M | 593.8K | Q1 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC$831M AUM | 6.00% | $50M | 2.00M | Q1 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 5.51% | $8M | 339.9K | Q1 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 5.45% | $15M | 594.2K | Q1 2026 |
| Sterling Manor Financial, LLC$160M AUM | 5.40% | $9M | 345.8K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 4.76% | $172M | 6.89M | Q1 2026 |
| Blue Capital, Inc.$153M AUM | 4.53% | $7M | 277.6K | Q1 2026 |
| Benchmark Financial, LLC$111M AUM | 4.34% | $5M | 193.5K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 4.30% | $42M | 1.68M | Q1 2026 |
| Essex LLC$566M AUM | 3.78% | $21M | 857.9K | Q1 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 3.69% | $8M | 328.1K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 3.47% | $4M | 143.9K | Q1 2026 |
| Aristotle Pacific Capital, LLC$123M AUM | 3.47% | $4M | 171.0K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 3.17% | $9M | 353.8K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 3.14% | $5M | 185.3K | Q1 2026 |
| Curran Financial Partners, LLC$559M AUM | 3.06% | $17M | 684.9K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 3.03% | $16M | 630.7K | Q1 2026 |
| Echo45 Advisors LLC$178M AUM | 2.78% | $5M | 197.9K | Q1 2026 |
| LightSquare Wealth Management, LLC$133M AUM | 2.58% | $3M | 137.6K | Q1 2026 |
| BayBridge Capital Group, LLC$161M AUM | 2.53% | $4M | 161.2K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 2.40% | $7M | 281.0K | Q1 2026 |
| Axos Invest Inc.$132M AUM | 2.25% | $3M | 119.1K | Q1 2026 |
| Lionshead Wealth Management, LLC$136M AUM | 2.20% | $3M | 119.8K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 2.19% | $41M | 1.66M | Q1 2026 |
| Westwood Wealth Management$255M AUM | 2.11% | $3M | 110.9K | Q4 2025OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 2.09% | $19M | 744.3K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 2.03% | $3M | 119.3K | Q1 2026 |
| SAM Advisors, LLC$319M AUM | 1.99% | $6M | 254.6K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.92% | $4M | 153.2K | Q1 2026 |
| Hidden Cove Wealth Management, LLC$156M AUM | 1.86% | $3M | 115.8K | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 1.83% | $6M | 249.2K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 1.71% | $6M | 236.0K | Q4 2025OLDER |
| Williams Financial, LLC$172M AUM | 1.59% | $3M | 109.3K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.48% | $9M | 352.0K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 1.48% | $27M | 1.09M | Q1 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 1.43% | $25M | 989.5K | Q2 2025OLDER |
| KG Capital Management$139M AUM | 1.42% | $2M | 79.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 1.41% | $58M | 2.29M | Q4 2025OLDER |
| Altus Wealth Management, LLC$225M AUM | 1.39% | $3M | 125.4K | Q1 2026 |
| Brendel Financial Advisors LLC$202M AUM | 1.38% | $3M | 110.9K | Q4 2025OLDER |
| Sage Investment Advisers LLC$149M AUM | 1.36% | $2M | 73.9K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 1.24% | $20M | 780.2K | Q2 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.20% | $1M | 57.0K | Q3 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 1.14% | $8M | 314.3K | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.10% | $2M | 99.7K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 1.10% | $8M | 311.4K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.10% | $8M | 325.4K | Q1 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.00% | $49M | 1.97M | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.95% | $8M | 336.9K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.94% | $16M | 654.6K | Q1 2026 |
| CFC Planning Co LLC$140M AUM | 0.93% | $989,643 | 38.8K | Q2 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.92% | $11M | 419.7K | Q3 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.84% | $9M | 374.4K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 0.80% | $2M | 98.6K | Q4 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.79% | $7M | 264.5K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.78% | $9M | 347.1K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 0.75% | $880,351 | 35.2K | Q1 2026 |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.75% | $992,797 | 39.2K | Q4 2025OLDER |
| Generation Capital Management LLC$137M AUM | 0.71% | $974,220 | 39.0K | Q1 2026 |
| FinArc Investments, Inc.$104M AUM | 0.70% | $731,439 | 29.3K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.68% | $989,386 | 39.6K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.65% | $10M | 396.6K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.64% | $37M | 1.49M | Q1 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.64% | $2M | 68.4K | Q4 2025OLDER |
| WT Wealth Management$336M AUM | 0.63% | $2M | 85.5K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.63% | $3M | 119.9K | Q1 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 0.62% | $3M | 118.2K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.61% | $3M | 126.4K | Q1 2026 |
| Private Wealth Group, LLC$259M AUM | 0.60% | $1M | 51.8K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.60% | $9M | 340.4K | Q1 2026 |
| TradeWell Securities, LLC.$237M AUM | 0.58% | $1M | 36.2K | Q4 2025OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.56% | $1M | 55.4K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 0.53% | $750,342 | 30.0K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.52% | $978,492 | 39.2K | Q1 2026 |
| American National Bank of Texas$105M AUM | 0.51% | $541,389 | 21.1K | Q3 2025OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.50% | $1M | 47.7K | Q1 2026 |
| Sunflower Bank, N.A.$392M AUM | 0.48% | $2M | 75.1K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.47% | $6M | 247.1K | Q2 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.47% | $76M | 3.03M | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.45% | $6M | 246.5K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.45% | $2M | 64.8K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.43% | $2M | 61.9K | Q1 2026 |
| Trevian Wealth Management LLC$203M AUM | 0.40% | $843,055 | 33.3K | Q4 2025OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.40% | $953,462 | 38.2K | Q1 2026 |
| Hutchinson Financial Advisors, INC$102M AUM | 0.39% | $399,027 | 15.6K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.38% | $2M | 75.4K | Q4 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 0.37% | $875,123 | 34.6K | Q4 2025OLDER |
| EWG Elevate Inc.$320M AUM | 0.37% | $1M | 47.2K | Q2 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.36% | $13M | 529.0K | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 0.36% | $4M | 175.2K | Q2 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.35% | $829,382 | 32.8K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.35% | $2M | 68.3K | Q1 2026 |
| Guardian Wealth Advisors, LLC$174M AUM | 0.34% | $601,990 | 23.5K | Q3 2025OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.31% | $716,901 | 28.7K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.31% | $2M | 92.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.29% | $134M | 5.37M | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.28% | $4M | 175.6K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.28% | $6M | 232.0K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.27% | $16M | 617.9K | Q2 2025OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.27% | $4M | 176.4K | Q1 2026 |
| ICON ADVISERS INC/CO$433M AUM | 0.26% | $1M | 45.8K | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.25% | $2M | 83.4K | Q4 2025OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.24% | $1M | 49.9K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.24% | $913,269 | 36.6K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.23% | $333,380 | 13.1K | Q2 2025OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.23% | $540,151 | 21.1K | Q3 2025OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.22% | $2M | 77.5K | Q1 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 0.22% | $405,498 | 16.2K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.22% | $2M | 58.7K | Q3 2025OLDER |
| ETF Store, Inc.$103M AUM | 0.21% | $219,501 | 8.8K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.21% | $605,722 | 24.0K | Q3 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.21% | $899,280 | 36.0K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.20% | $3M | 103.7K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.19% | $34M | 1.36M | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.18% | $2M | 64.6K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.18% | $4M | 147.0K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.17% | $679,864 | 27.2K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.17% | $4M | 149.4K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.16% | $642,416 | 25.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.16% | $4M | 171.6K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.16% | $1M | 56.6K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 0.15% | $219,961 | 8.7K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.15% | $7M | 280.8K | Q1 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.15% | $9M | 345.1K | Q4 2025OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.15% | $10M | 381.9K | Q1 2026 |
| Destiny Capital Corp/CO$188M AUM | 0.14% | $264,200 | 10.3K | Q3 2025OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.14% | $334,693 | 13.4K | Q1 2026 |
| PEOPLES BANK /OH$163M AUM | 0.14% | $231,715 | 9.1K | Q2 2025OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.14% | $3M | 104.6K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.14% | $7M | 269.4K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.13% | $495,303 | 19.8K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.13% | $3M | 118.4K | Q3 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.13% | $438,000 | 17.5K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.13% | $458,926 | 18.3K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.13% | $62M | 2.48M | Q1 2026 |
| EJMK Ventures LLC$179M AUM | 0.12% | $222,947 | 8.9K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.12% | $356,368 | 14.3K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.12% | $3M | 138.1K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.11% | $251,188 | 10.1K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.11% | $221,248 | 8.9K | Q1 2026 |
| Horizon Wealth Management, LLC$682M AUM | 0.11% | $738,064 | 29.5K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.11% | $1M | 53.7K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.10% | $1M | 41.5K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.10% | $373,001 | 14.9K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.10% | $778,702 | 31.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.10% | $440M | 17.63M | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.10% | $3M | 122.3K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $7M | 276.0K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.09% | $324,106 | 12.7K | Q2 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.09% | $527,703 | 21.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.09% | $2M | 93.3K | Q1 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.09% | $250,713 | 10.0K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.09% | $469,049 | 18.8K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.09% | $116,157 | 4.7K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.09% | $4M | 154.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.09% | $2M | 76.0K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.09% | $266,274 | 10.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.09% | $420,049 | 16.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.08% | $3M | 127.8K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.08% | $235,911 | 9.4K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.08% | $129,347 | 5.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 199.2K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.08% | $324,666 | 12.7K | Q2 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.08% | $609,246 | 24.4K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.08% | $10M | 400.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $12M | 475.3K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.07% | $5M | 217.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.07% | $2M | 78.5K | Q1 2026 |
| G&S Capital LLC$285M AUM | 0.07% | $202,002 | 8.0K | Q4 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.07% | $255,479 | 10.1K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $10M | 380.5K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.07% | $682,596 | 27.0K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.07% | $185,089 | 7.3K | Q4 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.07% | $205,875 | 8.1K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $90M | 3.58M | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.07% | $261,291 | 10.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $4M | 141.5K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $11M | 452.0K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.06% | $5M | 204.6K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.06% | $1M | 43.6K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.06% | $749,000 | 30.0K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.05% | $197,977 | 7.8K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.05% | $15M | 599.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 126.0K | Q2 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.05% | $705,665 | 28.3K | Q1 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.05% | $370,279 | 14.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.05% | $327,880 | 13.1K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $747,742 | 29.6K | Q1 2026 |
| Clean Yield Group$355M AUM | 0.05% | $173,902 | 7.0K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.05% | $304,656 | 12.2K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $931,379 | 37.3K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.05% | $284,197 | 11.4K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.05% | $137,043 | 5.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $173M | 6.92M | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 0.04% | $213,304 | 8.5K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $74,266 | 3.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $759,898 | 30.4K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.04% | $327,834 | 12.8K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $11M | 433.7K | Q3 2025OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.04% | $19M | 750.0K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $649,412 | 26.2K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.04% | $1M | 47.5K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $290,575 | 11.6K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.04% | $12M | 475.8K | Q3 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.04% | $1M | 44.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 326.1K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.04% | $25M | 1.00M | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.04% | $292,269 | 11.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $556,230 | 22.3K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.04% | $10M | 400.0K | Q1 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.04% | $586,406 | 23.5K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.04% | $19M | 760.7K | Q4 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $374,725 | 15.0K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.04% | $22M | 868.0K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $237,147 | 9.4K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 79.3K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.04% | $889,998 | 35.1K | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.03% | $129,687 | 5.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $438,873 | 17.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $951,981 | 37.6K | Q4 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.03% | $127,298 | 5.1K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $784,647 | 31.4K | Q1 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.03% | $415,768 | 16.6K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $780,150 | 31.2K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.03% | $250,425 | 10.0K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $89,741 | 3.6K | Q1 2026 |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.03% | $32,105 | 1.3K | Q2 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $778,702 | 31.2K | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.03% | $259,310 | 10.2K | Q2 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 50.4K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.03% | $249,750 | 10.0K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.03% | $140,654 | 5.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 207.3K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $479,394 | 19.2K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.03% | $10M | 396.8K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.03% | $390,987 | 15.7K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.03% | $354,811 | 14.2K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $437,656 | 17.5K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.02% | $104,951 | 4.1K | Q4 2025OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.02% | $253,107 | 10.1K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.02% | $2M | 63.5K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $383,424 | 15.1K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 59.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $918,160 | 36.0K | Q2 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $627,248 | 25.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 40.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 212.4K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $427,558 | 17.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 713.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $20M | 817.8K | Q1 2026 |
| Cumberland Partners Ltd$1.3B AUM | 0.02% | $246,627 | 9.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $97M | 3.89M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 359.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 538.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $774,568 | 31.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $746,677 | 29.9K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.02% | $19M | 748.7K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.02% | $1M | 57.9K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.02% | $443,970 | 17.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 173.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $235,978 | 9.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $15M | 610.4K | Q1 2026 |
| Palouse Capital Management, Inc.$160M AUM | 0.02% | $24,306 | 973 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $59M | 2.35M | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 54.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $10M | 416.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $478,466 | 19.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $216,182 | 8.5K | Q4 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $115,732 | 4.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $377,373 | 15.1K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $573,926 | 23.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 204.8K | Q1 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.01% | $47,586 | 1.9K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $45M | 1.82M | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 42.4K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $435,426 | 17.4K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $23M | 920.8K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.01% | $934,752 | 37.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 43.3K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $440,492 | 17.4K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 97.0K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $637,082 | 25.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 370.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 53.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $931,422 | 37.3K | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $34,447 | 1.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 151.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $9M | 344.9K | Q4 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.01% | $112,410 | 4.5K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.01% | $24,282 | 953 | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $14,363 | 575 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $706,787 | 28.3K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $241,682 | 9.7K | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.01% | $12,660 | 500 | Q4 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $81,227 | 3.2K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $16M | 620.7K | Q3 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $9,992 | 400 | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $248,830 | 10.0K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $501,268 | 20.1K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $69,320 | 2.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $260,741 | 10.4K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $16,387 | 656 | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 42.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $339,104 | 13.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $403,957 | 16.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $416,942 | 16.7K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $212,156 | 8.4K | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $66,147 | 2.6K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.01% | $346,722 | 13.9K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $10M | 415.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $522,831 | 20.9K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $212,916 | 8.4K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $374,118 | 15.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 115.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $211,327 | 8.3K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 167.1K | Q1 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.01% | $245,500 | 9.6K | Q3 2025OLDER |
| Register Financial Advisors LLC$271M AUM | 0.01% | $14,988 | 600 | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $211,917 | 8.3K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $4M | 139.1K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $239,894 | 9.4K | Q2 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $7,369 | 295 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $74M | 2.94M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $366,122 | 14.4K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $34M | 1.38M | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $56,605 | 2.3K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.01% | $8,818 | 353 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $137,188 | 5.5K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $384,642 | 15.4K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $416,961 | 16.3K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 592.5K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $814,139 | 32.0K | Q2 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $52,506 | 2.1K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $24M | 944.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $574,565 | 23.0K | Q1 2026 |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $10,017 | 401 | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 47.5K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $55,030 | 2.2K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $7,672 | 307 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $10M | 381.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 262.9K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.00% | $32,036 | 1.3K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $102,593 | 4.0K | Q2 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $4,000 | 150 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $775,604 | 31.0K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $234,928 | 9.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $62M | 2.44M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $902,961 | 35.7K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $105,424 | 4.2K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $616,185 | 24.7K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $18,091 | 724 | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $64,337 | 2.5K | Q2 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $9,088 | 355 | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $282,875 | 11.2K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 197.7K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $12,262 | 479 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $62,450 | 2.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 83.8K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $15,033 | 590 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 657.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $709,772 | 28.4K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.00% | $3,363 | 132 | Q2 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $392,411 | 15.7K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $13,210 | 516 | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $238,309 | 9.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $228,211 | 9.0K | Q3 2025OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.00% | $5,147 | 202 | Q2 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $7,849 | 310 | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $3,972 | 159 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $32,624 | 1.3K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.00% | $8,268 | 331 | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $14,988 | 600 | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $104,707 | 4.2K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $6M | 260.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $250,265 | 9.8K | Q2 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $216,383 | 8.7K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $222,784 | 8.9K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $28,127 | 1.1K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $15,356 | 603 | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $63,949 | 2.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $31,459 | 1.3K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $6,870 | 275 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 494.1K | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $9,118 | 365 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $97,922 | 3.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $183,624 | 7.4K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $2,498 | 100 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $103,868 | 4.2K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $7,519 | 301 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $72,242 | 2.9K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $813,998 | 32.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $250,974 | 10.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $240,731 | 9.6K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $2,472 | 97 | Q2 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $116,239 | 4.7K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $27,578 | 1.1K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,747 | 150 | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $1,536 | 60 | Q3 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.00% | $20,159 | 807 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $5M | 192.7K | Q1 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $6,870 | 275 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $10,653 | 426 | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $4,952 | 198 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $2,747 | 110 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 81.4K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $999,874 | 40.0K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 85.3K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $16,179 | 639 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $40,156 | 1.6K | Q2 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $13,789 | 552 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 86.8K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $528,226 | 20.9K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $5,937 | 238 | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $2,361 | 95 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $3,519 | 139 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 93.1K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $12,621 | 493 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $604,113 | 24.2K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $9,392 | 376 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $149,911 | 6.0K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $3,172 | 127 | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,223 | 89 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12M | 472.1K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $2,381 | 93 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $61,641 | 2.4K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $21,233 | 850 | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $3,947 | 158 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,719 | 189 | Q1 2026 |
| New Millennium Group LLC$231M AUM | 0.00% | $1,278 | 50 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $19,060 | 763 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,098 | 84 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $367,781 | 14.7K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $35,472 | 1.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $261,512 | 10.5K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $10,791 | 432 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $259,327 | 10.2K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $232,242 | 9.3K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $8,755 | 342 | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $241,307 | 9.7K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $3,896 | 156 | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $1,698 | 68 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 109.6K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $799 | 32 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $19,984 | 800 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $6,836 | 270 | Q4 2025OLDER |
| Boston Partners$95.5B AUM | 0.00% | $250,296 | 10.0K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $742 | 29 | Q3 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $974 | 39 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $70,935 | 2.8K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 46.8K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $98,242 | 3.9K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $53,471 | 2.1K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $1,291 | 51 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $999 | 40 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $25,652 | 1.0K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $962 | 38 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $2,698 | 108 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 41.8K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $510 | 20 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,743 | 350 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $2,998 | 120 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $299 | 12 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $600 | 24 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $69,912 | 2.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,748 | 69 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $6,870 | 275 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $225 | 9 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,249 | 50 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $263,328 | 10.4K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $26,529 | 1.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $557 | 22 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $5,346 | 214 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $264 | 10 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $51,908 | 2.1K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $50 | 2 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $638 | 26 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $175 | 7 | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.00% | $15 | 0 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $161,083 | 6.4K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $24 | 1 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11,915 | 477 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2,048 | 80 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,599 | 64 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $51 | 2 | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $11 | 0 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,149 | 46 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $18 | 1 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.