SPIBSPDR SERIES TRUST
CUSIP 78464A375 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (SPIB) has 569 institutional holders in Filings Flow’s 13F database, together reporting 264.01M shares worth $8.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Charles Schwab Investment Management Inc, and Municipal Employees' Retirement System Of Michigan.
Institutional Holders
569
Q1 2026
Reported Value
$8.8B
Ticker
SPIB
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Wealth Management Nebraska$987M AUM | 19.85% | $196M | 5.84M | Q1 2026 |
| McMill Wealth Management$376M AUM | 18.77% | $67M | 1.97M | Q4 2025OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 14.10% | $18M | 550.3K | Q1 2026 |
| Dodds Wealth, LLC$407M AUM | 13.80% | $56M | 1.68M | Q1 2026 |
| Roberts Financial Services LLC$314M AUM | 12.21% | $38M | 1.14M | Q1 2026 |
| TrueWealth Financial Partners$251M AUM | 10.63% | $13M | 380.5K | Q4 2025OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 10.28% | $13M | 388.7K | Q1 2026 |
| American Family Investments, Inc.$3.8B AUM | 8.98% | $341M | 10.18M | Q1 2026 |
| Fortune 45 LLC$205M AUM | 7.91% | $16M | 484.6K | Q1 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 7.86% | $23M | 667.9K | Q3 2025OLDER |
| Collier Financial$131M AUM | 7.79% | $10M | 304.7K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 7.13% | $29M | 856.6K | Q3 2025OLDER |
| Your Advocates Ltd., LLP$328M AUM | 6.98% | $23M | 682.6K | Q1 2026 |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 6.73% | $48M | 1.43M | Q1 2026 |
| Kagan Cocozza Asset Management$142M AUM | 6.52% | $9M | 276.4K | Q1 2026 |
| Compton Financial Group, LLC$453M AUM | 6.26% | $28M | 845.0K | Q1 2026 |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 6.23% | $14M | 409.2K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 5.78% | $17M | 495.7K | Q1 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 5.70% | $44M | 1.31M | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 5.42% | $32M | 956.8K | Q1 2026 |
| Walker Financial Services, Inc.$292M AUM | 5.36% | $16M | 467.1K | Q1 2026 |
| Forbes Financial Planning, Inc.$173M AUM | 4.91% | $8M | 253.2K | Q1 2026 |
| TRUEFG, LLC$377M AUM | 4.81% | $18M | 541.5K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 4.61% | $22M | 650.1K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 4.54% | $31M | 922.2K | Q3 2025OLDER |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 4.46% | $393M | 11.70M | Q1 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 4.42% | $7M | 218.9K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 4.39% | $52M | 1.56M | Q1 2026 |
| Gunma Bank,Ltd.$319M AUM | 4.24% | $14M | 400.0K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 4.23% | $33M | 970.7K | Q1 2026 |
| Guardian Asset Advisors, LLC$171M AUM | 4.12% | $7M | 210.3K | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 4.00% | $20M | 611.1K | Q1 2026 |
| Freestate Advisors LLC$134M AUM | 3.97% | $5M | 148.1K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 3.97% | $31M | 919.8K | Q1 2026 |
| Flatrock Wealth Partners LLC$208M AUM | 3.96% | $8M | 243.8K | Q1 2026 |
| High Probability Advisors, LLC$781M AUM | 3.82% | $30M | 890.9K | Q1 2026 |
| Roan Capital Partners$121M AUM | 3.77% | $4M | 121.7K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 3.75% | $26M | 770.3K | Q1 2026 |
| Financial Planning Navigators CORP$228M AUM | 3.74% | $9M | 254.2K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 3.71% | $10M | 301.9K | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 3.39% | $29M | 877.1K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 3.39% | $19M | 567.4K | Q1 2026 |
| ASL Financial, LLC$125M AUM | 3.38% | $4M | 126.0K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 3.29% | $28M | 829.0K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 3.29% | $5M | 145.0K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 3.29% | $4M | 115.0K | Q4 2025OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 3.28% | $13M | 393.3K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 3.23% | $16M | 489.3K | Q2 2025OLDER |
| Auour Investments LLC$318M AUM | 3.16% | $10M | 299.8K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 3.12% | $40M | 1.18M | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 3.04% | $5M | 138.4K | Q1 2026 |
| Amtrust Financial Services, Inc.$300M AUM | 3.03% | $9M | 270.4K | Q1 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 2.98% | $90M | 2.69M | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 2.90% | $5M | 134.9K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 2.87% | $6M | 173.6K | Q1 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 2.85% | $7M | 212.3K | Q1 2026 |
| Payne Capital LLC$109M AUM | 2.82% | $3M | 91.6K | Q1 2026 |
| Aureum Wealth Management, LLC$144M AUM | 2.81% | $4M | 120.4K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 2.77% | $8M | 248.2K | Q1 2026 |
| Shilanski & Associates, Inc.$376M AUM | 2.76% | $10M | 306.8K | Q3 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 2.74% | $8M | 245.3K | Q1 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 2.71% | $42M | 1.27M | Q1 2026 |
| BANK HAPOALIM BM$652M AUM | 2.69% | $18M | 522.6K | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 2.56% | $5M | 137.9K | Q1 2026 |
| Climber Capital SA$153M AUM | 2.46% | $4M | 112.2K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 2.41% | $34M | 1.00M | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 2.36% | $13M | 391.2K | Q1 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 2.35% | $10M | 299.8K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 2.24% | $9M | 278.8K | Q4 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 2.11% | $16M | 475.9K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 2.10% | $143M | 4.28M | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 2.09% | $3M | 78.6K | Q1 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 2.04% | $2M | 65.5K | Q1 2026 |
| Hofer & Associates. Inc$186M AUM | 1.95% | $4M | 108.4K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 1.95% | $24M | 699.8K | Q3 2025OLDER |
| Leslie Global Wealth, LLC$190M AUM | 1.94% | $4M | 108.4K | Q2 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 1.92% | $6M | 180.6K | Q4 2025OLDER |
| Moment Partners, LLC$561M AUM | 1.91% | $11M | 318.9K | Q1 2026 |
| Aspetuck Financial Management LLC$146M AUM | 1.87% | $3M | 81.5K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.85% | $5M | 138.8K | Q1 2026 |
| FDx Advisors, Inc.$313M AUM | 1.83% | $6M | 171.1K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 1.83% | $5M | 144.1K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 1.81% | $3M | 81.1K | Q1 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 1.79% | $2M | 56.5K | Q1 2026 |
| KWB Wealth$1.0B AUM | 1.73% | $17M | 516.5K | Q1 2026 |
| Aquire Wealth Advisors, LLC$381M AUM | 1.64% | $6M | 186.2K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 1.60% | $58M | 1.71M | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.60% | $22M | 645.6K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 1.54% | $2M | 59.3K | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 1.52% | $3M | 104.0K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 1.51% | $5M | 151.8K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 1.50% | $14M | 420.2K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.43% | $8M | 236.0K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.37% | $3M | 75.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 1.35% | $181M | 5.40M | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 1.32% | $217M | 6.48M | Q1 2026 |
| Rice Partnership, LLC$732M AUM | 1.31% | $10M | 286.3K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 1.30% | $8M | 251.4K | Q1 2026 |
| von Borstel & Associates, Inc.$437M AUM | 1.27% | $8M | 245.6K | Q3 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.26% | $3M | 98.8K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 1.24% | $4M | 123.5K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 1.24% | $2M | 51.7K | Q1 2026 |
| Alliance Wealth Management Group$457M AUM | 1.19% | $5M | 162.5K | Q1 2026 |
| Towercrest Capital Management$642M AUM | 1.16% | $7M | 221.4K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 1.15% | $29M | 869.7K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 1.12% | $13M | 382.3K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 1.12% | $2M | 57.5K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 1.08% | $10M | 285.0K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 1.00% | $8M | 240.4K | Q1 2026 |
| ARRIEN INVESTMENTS, INC.$184M AUM | 0.96% | $2M | 52.7K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.96% | $3M | 79.4K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.94% | $3M | 81.9K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.94% | $58M | 1.74M | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.92% | $15M | 445.2K | Q2 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.91% | $29M | 864.0K | Q1 2026 |
| Impact Capital Partners LLC$367M AUM | 0.89% | $3M | 87.8K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.89% | $23M | 699.5K | Q1 2026 |
| First International Bank of Israel Ltd.$340M AUM | 0.88% | $2M | 54.8K | Q4 2025OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.87% | $4M | 116.2K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 0.85% | $2M | 51.1K | Q1 2026 |
| IFS Group,LLC$112M AUM | 0.84% | $942,242 | 28.1K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.82% | $8M | 228.3K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 0.81% | $828,318 | 24.7K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.80% | $11M | 340.8K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.79% | $16M | 469.5K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.74% | $38M | 1.13M | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.71% | $19M | 570.0K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.70% | $7M | 201.9K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.67% | $9M | 265.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.66% | $25M | 755.5K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.65% | $8M | 249.1K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.63% | $6M | 173.6K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.62% | $1M | 43.1K | Q1 2026 |
| FOSTER & MOTLEY INC$1.9B AUM | 0.62% | $12M | 356.6K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.61% | $3M | 79.6K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 0.59% | $2M | 52.4K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.59% | $7M | 196.0K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.58% | $1M | 30.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.57% | $7M | 207.9K | Q2 2025OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.57% | $2M | 74.1K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.53% | $9M | 255.3K | Q1 2026 |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.52% | $954,545 | 28.5K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.52% | $7M | 210.2K | Q2 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.52% | $7M | 194.9K | Q2 2025OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.50% | $609,058 | 18.2K | Q1 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 0.50% | $922,840 | 27.5K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.49% | $1M | 31.9K | Q1 2026 |
| Rinkey Investments$391M AUM | 0.49% | $2M | 57.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.49% | $11M | 330.5K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.47% | $7M | 204.5K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.47% | $520,272 | 15.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.46% | $1.7B | 51.97M | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 0.46% | $991,409 | 29.6K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.45% | $10M | 304.3K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.43% | $4M | 107.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.43% | $40M | 1.20M | Q1 2026 |
| Hilltop Partners LLC$390M AUM | 0.43% | $2M | 49.5K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.42% | $751,336 | 22.4K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.41% | $7M | 197.5K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.41% | $946,154 | 28.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.40% | $10M | 307.4K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.40% | $2M | 47.5K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.39% | $3M | 87.4K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.39% | $34M | 999.5K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 0.39% | $1M | 33.6K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.38% | $804,738 | 24.2K | Q2 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.38% | $7M | 202.0K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.38% | $3M | 99.1K | Q3 2025OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.38% | $424,247 | 12.6K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.37% | $25M | 742.1K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.37% | $47M | 1.40M | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.37% | $6M | 175.4K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.36% | $28M | 847.8K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.36% | $804,684 | 22.4K | Q3 2025OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.36% | $592,329 | 17.5K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.36% | $174M | 5.20M | Q1 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.35% | $6M | 182.1K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.35% | $3M | 81.4K | Q3 2025OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.33% | $2M | 51.7K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.33% | $5M | 156.6K | Q2 2025OLDER |
| E&G Advisors, LP$449M AUM | 0.31% | $1M | 41.8K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.31% | $1M | 32.2K | Q4 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.31% | $10M | 295.7K | Q1 2026 |
| International Private Wealth Advisors LLC$163M AUM | 0.31% | $488,872 | 14.4K | Q3 2025OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.30% | $336,138 | 10.0K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.30% | $21M | 628.4K | Q1 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.29% | $330,590 | 9.9K | Q1 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 0.29% | $415,254 | 12.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.28% | $3M | 95.1K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.28% | $2M | 65.8K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.28% | $681,892 | 20.3K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.28% | $3M | 102.1K | Q1 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.28% | $641,914 | 19.1K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.27% | $1M | 32.8K | Q4 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.27% | $528,255 | 15.8K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.26% | $556,936 | 16.6K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.26% | $247,156 | 7.4K | Q1 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.25% | $652,789 | 19.3K | Q3 2025OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.25% | $29M | 859.1K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.25% | $2M | 45.9K | Q3 2025OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.24% | $2M | 46.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.24% | $2M | 64.5K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.23% | $6M | 189.4K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 0.23% | $375,111 | 11.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.23% | $49M | 1.46M | Q1 2026 |
| Prudent Man Advisors, LLC$334M AUM | 0.22% | $751,128 | 22.4K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 0.22% | $312,168 | 9.2K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.22% | $884,562 | 26.4K | Q1 2026 |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.22% | $6M | 174.1K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.22% | $8M | 236.6K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.22% | $2M | 47.4K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.22% | $1M | 36.5K | Q1 2026 |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.22% | $256,256 | 7.7K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.22% | $620,825 | 18.5K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 0.21% | $347,536 | 10.4K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.21% | $1M | 31.2K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 0.21% | $240,324 | 7.1K | Q4 2025OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.21% | $2M | 46.4K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.20% | $584,472 | 17.4K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.20% | $8M | 225.2K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.20% | $686,559 | 20.5K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.20% | $3M | 77.6K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 0.20% | $243,769 | 7.3K | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 0.19% | $730,203 | 21.6K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.19% | $13M | 385.2K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.19% | $13M | 122.5K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.19% | $25M | 751.3K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.18% | $13M | 396.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.18% | $267M | 7.98M | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.18% | $3M | 91.1K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.18% | $7M | 220.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.18% | $14M | 412.3K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.18% | $45M | 1.36M | Q1 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 0.17% | $234,421 | 7.0K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.17% | $4M | 106.4K | Q1 2026 |
| M1 Capital Management LLC$217M AUM | 0.17% | $374,910 | 11.2K | Q1 2026 |
| Cornerstone Management, Inc.$628M AUM | 0.17% | $1M | 32.3K | Q1 2026 |
| Alliance Wealth Advisors, LLC$308M AUM | 0.17% | $390,473 | 11.6K | Q1 2026 |
| Private Wealth Group, LLC$259M AUM | 0.17% | $365,620 | 10.9K | Q1 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 0.17% | $358,747 | 10.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.16% | $5M | 135.2K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.16% | $579,806 | 17.3K | Q1 2026 |
| GE INVESTMENT MANAGEMENT CORP.$244M AUM | 0.16% | $388,662 | 11.6K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.16% | $2M | 49.8K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.16% | $931,506 | 27.8K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.16% | $1M | 35.8K | Q3 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.16% | $1M | 38.9K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.15% | $5M | 149.8K | Q1 2026 |
| Strategic Planning, Inc.$199M AUM | 0.15% | $267,648 | 8.1K | Q2 2025OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.15% | $480,275 | 14.3K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.15% | $448,832 | 13.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.15% | $7M | 220.1K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 0.15% | $238,100 | 7.1K | Q1 2026 |
| Marion Wealth Management$451M AUM | 0.15% | $655,841 | 19.6K | Q1 2026 |
| Clarity Capital Partners LLC$280M AUM | 0.14% | $404,740 | 12.1K | Q2 2025OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.14% | $13M | 376.3K | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.14% | $642,124 | 19.1K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.14% | $23M | 685.8K | Q1 2026 |
| Destiny Capital Corp/CO$188M AUM | 0.14% | $234,758 | 7.0K | Q2 2025OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.14% | $420,473 | 12.4K | Q3 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.14% | $267,716 | 8.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.14% | $8M | 231.6K | Q4 2025OLDER |
| Global Endowment Management, LP$896M AUM | 0.14% | $1M | 37.1K | Q1 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.14% | $2M | 55.1K | Q3 2025OLDER |
| Wayfinding Financial, LLC$230M AUM | 0.14% | $313,000 | 9.3K | Q1 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 0.13% | $215,159 | 6.4K | Q1 2026 |
| Muzinich & Co., Inc.$286M AUM | 0.13% | $310,077 | 9.2K | Q2 2025OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.13% | $339,849 | 10.0K | Q3 2025OLDER |
| DRAVO BAY LLC$246M AUM | 0.13% | $329,027 | 9.8K | Q1 2026 |
| SWS Partners$405M AUM | 0.13% | $541,240 | 16.1K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.13% | $818,451 | 24.4K | Q1 2026 |
| Columbia River Financial Group, LLC$172M AUM | 0.13% | $227,000 | 6.8K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.13% | $591,078 | 17.6K | Q2 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.12% | $349,338 | 10.3K | Q3 2025OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.12% | $2M | 55.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.12% | $113M | 3.38M | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.12% | $3M | 76.9K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.12% | $7M | 202.7K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.12% | $2M | 47.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.12% | $15M | 443.7K | Q1 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.11% | $397,449 | 11.8K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.11% | $271,526 | 8.1K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.11% | $206,106 | 6.1K | Q4 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.11% | $341,602 | 10.2K | Q1 2026 |
| BCK Partners, Inc.$185M AUM | 0.11% | $201,408 | 6.0K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.11% | $2M | 73.5K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.11% | $1M | 44.7K | Q1 2026 |
| 1492 Capital Management LLC$263M AUM | 0.11% | $276,004 | 8.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.10% | $387M | 11.53M | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.10% | $376,319 | 11.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $70M | 2.09M | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.10% | $11M | 318.9K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.10% | $7M | 207.2K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.10% | $240,180 | 7.2K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.10% | $642M | 19.13M | Q1 2026 |
| BDFS Capital LLC$230M AUM | 0.10% | $200,929 | 6.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.10% | $171M | 5.03M | Q3 2025OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.10% | $457,217 | 13.6K | Q1 2026 |
| Flagstone Financial Management$403M AUM | 0.10% | $386,750 | 11.5K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.09% | $142,880 | 4.3K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 0.09% | $268,320 | 8.0K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.09% | $638,321 | 19.0K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $423,074 | 12.6K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.09% | $368,068 | 11.0K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.09% | $113,231 | 3.4K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.09% | $2M | 60.5K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.08% | $1M | 32.7K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.08% | $15M | 454.7K | Q2 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.08% | $5M | 137.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.08% | $5M | 139.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $541,126 | 16.2K | Q1 2026 |
| Legacy CG, LLC$360M AUM | 0.08% | $297,198 | 8.9K | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 0.08% | $872,250 | 26.0K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.08% | $1M | 32.1K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.08% | $622,971 | 18.6K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.08% | $1M | 40.6K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.08% | $121,148 | 3.6K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.07% | $616,764 | 18.4K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $69M | 2.07M | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.07% | $1M | 37.5K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.07% | $200,842 | 6.0K | Q2 2025OLDER |
| NWAM LLC$1.7B AUM | 0.07% | $1M | 37.6K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.07% | $886,831 | 26.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 89.8K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.07% | $11M | 327.7K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.07% | $248,760 | 7.3K | Q3 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.07% | $3M | 98.9K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.07% | $207,546 | 6.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.07% | $6M | 175.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.07% | $3M | 93.5K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.06% | $210,480 | 6.3K | Q2 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $711,206 | 21.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 222.3K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.06% | $336,171 | 10.0K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.06% | $838,656 | 25.0K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.06% | $561,522 | 16.7K | Q1 2026 |
| Saba Capital Management, L.P.$3.6B AUM | 0.06% | $2M | 62.2K | Q4 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.06% | $435,148 | 13.0K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.06% | $741,315 | 22.1K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.06% | $232,131 | 6.9K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.06% | $47M | 1.41M | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.06% | $472,001 | 14.1K | Q2 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.06% | $699,753 | 20.9K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.06% | $112,191 | 3.3K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $786,896 | 23.1K | Q3 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.06% | $5M | 156.6K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $791,292 | 23.6K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.06% | $890,768 | 26.6K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.06% | $226,663 | 6.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $3M | 91.6K | Q2 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.06% | $66,391 | 2.0K | Q4 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.06% | $217,532 | 6.5K | Q2 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.06% | $1M | 37.4K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 84.6K | Q1 2026 |
| 55 North Private Wealth, LLC$508M AUM | 0.05% | $212,174 | 6.3K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $300,131 | 20.3K | Q4 2025OLDER |
| GenTrust, LLC$2.3B AUM | 0.05% | $1M | 37.4K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.05% | $7M | 198.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $6M | 168.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $172M | 5.14M | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.05% | $2M | 54.7K | Q4 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $426,864 | 12.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.05% | $5M | 152.9K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.05% | $233,137 | 7.0K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.05% | $4M | 121.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 113.1K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.05% | $160,327 | 4.7K | Q4 2025OLDER |
| LVZ, Inc.$984M AUM | 0.05% | $427,534 | 12.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 180.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.05% | $2M | 63.4K | Q2 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 77.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.05% | $18M | 530.6K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.05% | $3M | 97.8K | Q1 2026 |
| Keener Financial Planning LLC$238M AUM | 0.05% | $98,000 | 2.9K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $3M | 98.8K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.04% | $210,877 | 6.3K | Q1 2026 |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.04% | $1M | 36.6K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $300,909 | 8.9K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 62.1K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.04% | $343,198 | 10.1K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 81.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $7M | 192.5K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.04% | $262,619 | 7.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.04% | $7M | 220.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $20M | 895.3K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.04% | $6M | 189.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.04% | $45M | 1.34M | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $417,035 | 12.4K | Q1 2026 |
| Second Line Capital, LLC$528M AUM | 0.04% | $210,895 | 6.3K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $121,381 | 3.6K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.04% | $675,118 | 20.0K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.04% | $495,683 | 14.8K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.04% | $190,641 | 5.7K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 50.2K | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.04% | $452,890 | 13.5K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.04% | $215,026 | 6.4K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.04% | $284,798 | 8.4K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.04% | $2M | 49.5K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $644,655 | 19.1K | Q4 2025OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $280,964 | 8.4K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $7M | 214.6K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.04% | $562,667 | 16.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $1M | 34.1K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.04% | $248,833 | 7.4K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.04% | $266,827 | 7.9K | Q2 2025OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.04% | $695,452 | 20.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.04% | $174,416 | 5.2K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 52.4K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.03% | $995,144 | 29.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.03% | $24M | 712.4K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 59.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $12M | 361.1K | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.03% | $84,325 | 2.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 58.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $13M | 387.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $170M | 5.08M | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 189.4K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.03% | $233,821 | 7.0K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.03% | $206,347 | 6.2K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.03% | $725,839 | 21.6K | Q1 2026 |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.03% | $50,976 | 1.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $721,747 | 21.5K | Q1 2026 |
| Redwood Investment Management, LLC$805M AUM | 0.03% | $247,000 | 7.3K | Q4 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $430,922 | 12.8K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.03% | $664,435 | 19.8K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $520,304 | 15.5K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $479,313 | 14.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.03% | $463,179 | 13.8K | Q2 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $297,697 | 8.8K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $454,971 | 13.6K | Q1 2026 |
| Trust Co$1.1B AUM | 0.03% | $274,319 | 8.2K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $373,299 | 11.1K | Q1 2026 |
| GDS Wealth Management$1.7B AUM | 0.03% | $423,946 | 12.6K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.03% | $39,144 | 1.2K | Q3 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.02% | $2M | 51.9K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.02% | $1M | 43.3K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.02% | $911,416 | 27.2K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.02% | $31,948 | 942 | Q3 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $16M | 487.6K | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.02% | $52,759 | 1.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 38.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $5M | 137.9K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 55.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $101M | 3.01M | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $44,000 | 1.3K | Q1 2026 |
| BNP PARIBAS$3.1B AUM | 0.02% | $732,715 | 21.8K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $211,912 | 6.3K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 50.2K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $501,758 | 15.0K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $5M | 144.0K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $970,917 | 28.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 163.6K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $40,425 | 1.2K | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $673,182 | 20.1K | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.02% | $72,163 | 2.1K | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $437,244 | 13.1K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $439,000 | 13.1K | Q1 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.02% | $42,629 | 1.3K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 0.02% | $20,090 | 599 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $40M | 1.20M | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $539,929 | 16.1K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.02% | $290,387 | 8.7K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $14M | 419.7K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $1M | 31.0K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $16M | 479.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 141.2K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.02% | $199,362 | 5.9K | Q1 2026 |
| Premier Financial Group$587M AUM | 0.02% | $65,292 | 1.9K | Q3 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $532,000 | 15.7K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $473,152 | 14.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.02% | $5M | 148.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $3M | 103.3K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $32,380 | 966 | Q2 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $30,857 | 920 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 90.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $6M | 188.9K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $204,956 | 6.1K | Q4 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.02% | $25,045 | 739 | Q3 2025OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.02% | $269,108 | 7.9K | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.02% | $1M | 37.3K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.02% | $215,293 | 6.4K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.02% | $212,083 | 6.3K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $5M | 149.5K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $203,536 | 6.0K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $712,066 | 21.2K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $30,220 | 901 | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $738,483 | 22.0K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $853,561 | 25.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 38.6K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $326,345 | 9.7K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $201,408 | 6.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $7M | 217.2K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $68,992 | 2.1K | Q1 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 0.01% | $279,249 | 8.3K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $244,372 | 7.3K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $644,816 | 19.3K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $13,152 | 389 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 621.5K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $732,480 | 21.8K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $399,275 | 11.9K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.