SPBOSPDR SERIES TRUST
CUSIP 78464A144 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (SPBO) has 175 institutional holders in Filings Flow’s 13F database, together reporting 46.62M shares worth $1.3B as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
175
Q1 2026
Reported Value
$1.3B
Ticker
SPBO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sterling Manor Financial, LLC$160M AUM | 12.21% | $20M | 672.4K | Q1 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 4.64% | $33M | 1.13M | Q1 2026 |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 3.56% | $26M | 877.1K | Q1 2026 |
| Enstar Group LTD$217M AUM | 3.14% | $8M | 276.4K | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 2.89% | $15M | 502.0K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 2.48% | $51M | 1.74M | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 2.28% | $13M | 442.1K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 2.27% | $57M | 1.98M | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 2.15% | $11M | 375.0K | Q2 2025OLDER |
| Melone Private Wealth, LLC$263M AUM | 1.99% | $5M | 167.8K | Q1 2026 |
| 5th Street Advisors, LLC$232M AUM | 1.48% | $3M | 118.0K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.40% | $44M | 1.51M | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 1.37% | $32M | 1.09M | Q1 2026 |
| Oribel Capital Management, LP$2.3B AUM | 1.35% | $29M | 344.8K | Q4 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 1.21% | $19M | 664.2K | Q2 2025OLDER |
| Tidemark, LLC$393M AUM | 1.16% | $5M | 157.5K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 0.83% | $2M | 57.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.83% | $6M | 212.3K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.81% | $3M | 88.0K | Q4 2025OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.77% | $2M | 73.4K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.72% | $21M | 727.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.68% | $29M | 1.01M | Q1 2026 |
| David Kennon Inc$279M AUM | 0.58% | $2M | 55.9K | Q1 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.55% | $1M | 50.3K | Q3 2025OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.54% | $1M | 49.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.50% | $11M | 393.7K | Q1 2026 |
| Guardian Asset Advisors, LLC$171M AUM | 0.49% | $950,062 | 32.4K | Q4 2025OLDER |
| NEPC LLC$5.0B AUM | 0.42% | $21M | 724.2K | Q1 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.41% | $583,627 | 20.1K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.36% | $1M | 38.0K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.33% | $34M | 1.18M | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.33% | $62M | 2.12M | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.33% | $6M | 201.5K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.32% | $8M | 259.1K | Q1 2026 |
| Donald L. Hagan, LLC$204M AUM | 0.31% | $637,611 | 21.5K | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.30% | $28M | 951.5K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.30% | $42M | 1.44M | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.29% | $799,146 | 27.5K | Q1 2026 |
| Sanchez Levi Garrett$159M AUM | 0.29% | $455,539 | 15.7K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.27% | $1M | 36.9K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.26% | $11M | 387.7K | Q1 2026 |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.25% | $620,574 | 21.4K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.24% | $1M | 39.8K | Q4 2025OLDER |
| Financial Advocates Investment Management$178M AUM | 0.24% | $3M | 98.9K | Q2 2025OLDER |
| APS Management Group, Inc.$130M AUM | 0.23% | $267,435 | 9.2K | Q1 2026 |
| ARRIEN INVESTMENTS, INC.$184M AUM | 0.22% | $400,179 | 13.8K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.21% | $982,022 | 33.8K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.18% | $1M | 40.9K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.16% | $476,611 | 16.2K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.15% | $405,433 | 14.0K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.15% | $302,025 | 10.4K | Q1 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.14% | $272,599 | 9.4K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.13% | $206,494 | 7.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.13% | $63M | 2.17M | Q1 2026 |
| Optas, LLC$661M AUM | 0.12% | $735,711 | 24.8K | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.12% | $1M | 50.1K | Q1 2026 |
| Woodside Wealth Management LLC$128M AUM | 0.12% | $160,871 | 5.5K | Q4 2025OLDER |
| American State Bank (Iowa)$247M AUM | 0.11% | $229,337 | 7.9K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.11% | $2M | 53.2K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.11% | $9M | 308.6K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.11% | $465,497 | 16.0K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.09% | $6M | 192.5K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.09% | $2M | 61.3K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.08% | $7M | 235.6K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.08% | $6M | 65.1K | Q4 2025OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.08% | $3M | 108.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $45M | 1.57M | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $371,889 | 12.6K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 112.5K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.05% | $233M | 8.04M | Q1 2026 |
| Rice Partnership, LLC$732M AUM | 0.05% | $387,725 | 13.4K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.05% | $285,998 | 9.9K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.05% | $3M | 100.2K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 52.6K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $1M | 49.2K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.04% | $117,873 | 4.1K | Q1 2026 |
| Collier Financial$131M AUM | 0.04% | $49,230 | 1.7K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.03% | $5M | 182.8K | Q3 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.03% | $17M | 582.1K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.03% | $239,904 | 8.3K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.03% | $245,803 | 8.5K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $361,475 | 12.5K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $372,666 | 12.8K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $203,210 | 7.0K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.03% | $59,424 | 2.0K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.03% | $386,331 | 13.3K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.03% | $41,398 | 1.4K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.03% | $34,866 | 1.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $2M | 52.8K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.02% | $124,336 | 4.3K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.02% | $870,900 | 30.0K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.02% | $270,066 | 9.3K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.02% | $67,785 | 2.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $86M | 2.95M | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $5M | 157.2K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $285,981 | 9.9K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $231,492 | 7.9K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 71.7K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $23,137 | 797 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 148.1K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $850,724 | 29.3K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.02% | $708,622 | 24.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $459,273 | 15.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $15M | 521.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 215.7K | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $5M | 177.4K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $422,705 | 14.6K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $163,729 | 5.6K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $68,279 | 2.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $372,335 | 12.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $577,285 | 19.9K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $72,577 | 2.5K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $38,697 | 1.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 68.6K | Q2 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $208,464 | 7.2K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.01% | $209,632 | 7.1K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $59M | 2.00M | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $463,680 | 15.6K | Q3 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $49,758 | 1.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 116.5K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $1M | 36.0K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $404,868 | 13.7K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $238,379 | 8.2K | Q1 2026 |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.01% | $6,938 | 239 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $8,535 | 294 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $142,131 | 4.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $284,320 | 9.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $237,059 | 8.2K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $24,619 | 851 | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $1M | 35.6K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $616,710 | 21.0K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $65M | 2.25M | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.00% | $8,558 | 295 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 148.9K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.00% | $14,855 | 506 | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $221,665 | 7.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 77.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $259,325 | 8.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $1M | 36.7K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $766,676 | 25.9K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 83.8K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $19,344 | 662 | Q2 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $281,485 | 9.5K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $332,363 | 11.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $566,777 | 19.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $237,530 | 8.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $823,041 | 28.1K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $62,995 | 2.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $758,890 | 26.1K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $37,507 | 1.3K | Q1 2026 |
| Pflug Koory, LLC$218M AUM | 0.00% | $6,162 | 212 | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $235,480 | 7.9K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 79.8K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $40,084 | 1.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $39M | 1.32M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $566,666 | 19.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 393.2K | Q1 2026 |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $15,140 | 516 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 340.4K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $4,539 | 153 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $951,372 | 32.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 34.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $66,937 | 2.3K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $12,512 | 431 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $52,196 | 1.8K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $15,386 | 530 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $3,919 | 135 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 211.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 99.9K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $10,335 | 356 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $377,258 | 13.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 73.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $48,132 | 1.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 46.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $146,260 | 5.0K | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $1,027 | 35 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,506 | 121 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $102,563 | 3.5K | Q2 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $7,478 | 255 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $29,030 | 1.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 239.1K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $1,428 | 49 | Q4 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $2,137 | 74 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $318,546 | 11.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $450,111 | 15.5K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $47,876 | 1.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $535,648 | 18.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $195,895 | 6.7K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $939 | 32 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $40,323 | 1.4K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $585 | 20 | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 81.6K | Q4 2025OLDER |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $993 | 34 | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $581 | 20 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 59.8K | Q4 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $284,900 | 9.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $272,447 | 9.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $4,848 | 167 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $387,783 | 13.4K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $203 | 7 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $17,157 | 591 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $4,006 | 138 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $227,131 | 7.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $749,874 | 25.8K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 74.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $65,724 | 2.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $13,452 | 454 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $89,326 | 3.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 91.4K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $827 | 28 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $8,703 | 300 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,568 | 54 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $96,728 | 3.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $96,728 | 3.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $11,589 | 395 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $146 | 5 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $147 | 5 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $30,317 | 1.0K | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $2 | 0 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,320 | 45 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $29 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.