SPTLSPDR SERIES TRUST
CUSIP 78464A664 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (SPTL) has 478 institutional holders in Filings Flow’s 13F database, together reporting 360.70M shares worth $9.5B as of Q1 2026. The largest reported holders are State Street Corp, Financial Engines Advisors L.L.C., and Municipal Employees' Retirement System Of Michigan.
Institutional Holders
478
Q1 2026
Reported Value
$9.5B
Ticker
SPTL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MASON STREET ADVISORS, LLC$1.0B AUM | 10.28% | $105M | 4.00M | Q1 2026 |
| Impact Investors, Inc$144M AUM | 9.45% | $14M | 517.5K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 8.92% | $290M | 10.96M | Q4 2025OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 8.67% | $13M | 492.6K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 7.48% | $93M | 3.55M | Q1 2026 |
| Appalachian Capital Management Ltd$125M AUM | 7.40% | $9M | 351.6K | Q1 2026 |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 6.87% | $605M | 23.00M | Q1 2026 |
| MCMORGAN & CO LLC$618M AUM | 6.45% | $40M | 1.52M | Q1 2026 |
| MA Private Wealth$591M AUM | 6.25% | $37M | 1.40M | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 5.75% | $44M | 1.66M | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 5.22% | $146M | 5.56M | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 4.84% | $9M | 347.2K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 4.63% | $105M | 3.98M | Q1 2026 |
| Targeted Financial Services LLC$122M AUM | 4.29% | $5M | 198.7K | Q1 2026 |
| Voya Financial Advisors, Inc.$1.0B AUM | 4.06% | $41M | 1.57M | Q1 2026 |
| Roberts Financial Services LLC$314M AUM | 3.93% | $12M | 469.5K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 3.87% | $5M | 201.4K | Q1 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 3.72% | $7M | 249.9K | Q4 2025OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 3.71% | $29M | 1.11M | Q1 2026 |
| Caitlin John, LLC$167M AUM | 3.48% | $6M | 220.5K | Q1 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 3.31% | $10M | 390.1K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 3.27% | $21M | 787.1K | Q1 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 3.25% | $25M | 928.2K | Q4 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 3.12% | $113M | 4.31M | Q1 2026 |
| FLC Capital Advisors$560M AUM | 2.99% | $17M | 636.7K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 2.92% | $1.4B | 54.68M | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 2.72% | $14M | 528.2K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 2.54% | $27M | 1.02M | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 2.51% | $41M | 1.55M | Q1 2026 |
| Avos Capital Management, LLC$253M AUM | 2.49% | $6M | 239.8K | Q1 2026 |
| Roan Capital Partners$121M AUM | 2.46% | $3M | 101.4K | Q1 2026 |
| Robinson Value Management, Ltd.$180M AUM | 2.44% | $4M | 166.8K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 2.40% | $4M | 138.3K | Q1 2026 |
| Broadway Wealth Solutions, Inc.$193M AUM | 2.24% | $4M | 164.8K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 2.16% | $216M | 8.23M | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 2.07% | $16M | 599.8K | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 2.03% | $4M | 139.5K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 2.00% | $4M | 166.2K | Q3 2025OLDER |
| Motiv8 Investments LLC$183M AUM | 1.99% | $4M | 138.8K | Q3 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.99% | $5M | 192.4K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 1.91% | $3M | 109.1K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 1.79% | $3M | 95.5K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 1.77% | $4M | 161.0K | Q1 2026 |
| Andina Capital Management, LLC$113M AUM | 1.75% | $2M | 75.3K | Q1 2026 |
| Capital Investment Management, Inc.$291M AUM | 1.60% | $5M | 177.5K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 1.55% | $8M | 300.5K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 1.51% | $58M | 2.22M | Q1 2026 |
| Private Wealth Group, LLC$259M AUM | 1.49% | $3M | 121.8K | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.45% | $3M | 124.8K | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 1.44% | $30M | 1.14M | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.43% | $21M | 785.5K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 1.42% | $32M | 1.20M | Q1 2026 |
| SMART Wealth LLC$341M AUM | 1.37% | $4M | 163.8K | Q2 2025OLDER |
| High Probability Advisors, LLC$781M AUM | 1.36% | $11M | 403.5K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 1.34% | $6M | 213.8K | Q4 2025OLDER |
| Detalus Advisors, LLC$438M AUM | 1.34% | $6M | 222.4K | Q1 2026 |
| Fire Capital Management LLC$214M AUM | 1.22% | $3M | 99.4K | Q1 2026 |
| Redwood Investment Management, LLC$805M AUM | 1.21% | $10M | 371.4K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 1.21% | $3M | 121.2K | Q1 2026 |
| Permanent Capital Management, LP$643M AUM | 1.14% | $7M | 282.0K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.11% | $2M | 68.1K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 1.10% | $3M | 124.5K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 1.09% | $9M | 334.6K | Q1 2026 |
| New Harbor Financial Group, LLC$567M AUM | 1.07% | $6M | 230.7K | Q1 2026 |
| BCM ADVISORS, LLC$507M AUM | 1.06% | $5M | 189.9K | Q2 2025OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.03% | $2M | 67.1K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 1.02% | $14M | 525.6K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.96% | $9M | 332.8K | Q1 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.95% | $1M | 54.0K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.94% | $13M | 480.3K | Q4 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.94% | $17M | 645.9K | Q1 2026 |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.88% | $1M | 56.0K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.86% | $22M | 845.9K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.85% | $3M | 98.1K | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.85% | $5M | 177.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.84% | $89M | 3.39M | Q1 2026 |
| MOTCO$1.1B AUM | 0.83% | $9M | 342.6K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 0.81% | $969,129 | 36.8K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.78% | $4M | 153.0K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.77% | $15M | 581.3K | Q1 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.77% | $2M | 57.6K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.76% | $28M | 1.06M | Q1 2026 |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.76% | $936,581 | 35.6K | Q1 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.75% | $2M | 75.3K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 0.74% | $2M | 66.5K | Q1 2026 |
| FDx Advisors, Inc.$313M AUM | 0.70% | $2M | 83.2K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.69% | $20M | 762.0K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.68% | $3M | 110.9K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.68% | $3M | 115.1K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.67% | $3M | 122.8K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.66% | $5M | 184.8K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 0.66% | $3M | 118.9K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.65% | $67M | 2.51M | Q2 2025OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 0.64% | $4M | 136.9K | Q2 2025OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.64% | $1M | 39.8K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.64% | $2M | 58.0K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.62% | $6M | 238.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.60% | $109M | 4.11M | Q2 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.60% | $9M | 331.6K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 0.59% | $857,827 | 32.6K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.58% | $1M | 39.2K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.55% | $885,967 | 33.7K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.55% | $727,750 | 27.7K | Q1 2026 |
| 25 LLC$324M AUM | 0.55% | $2M | 64.9K | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.52% | $2M | 57.6K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.50% | $5M | 179.0K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.49% | $2M | 72.4K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.47% | $2M | 60.3K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 0.47% | $885,911 | 33.3K | Q2 2025OLDER |
| Graetz Wealth LLC$112M AUM | 0.46% | $510,806 | 19.4K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.43% | $13M | 501.9K | Q1 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 0.41% | $1M | 55.0K | Q1 2026 |
| JMN Financial LLC$102M AUM | 0.40% | $410,280 | 15.6K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.40% | $993,967 | 37.4K | Q1 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.39% | $2M | 85.5K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 0.39% | $2M | 57.5K | Q1 2026 |
| True Vision MN LLC$194M AUM | 0.38% | $745,964 | 28.4K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.38% | $1M | 40.1K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.37% | $1M | 45.2K | Q1 2026 |
| Bank OZK$283M AUM | 0.37% | $1M | 39.9K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 0.37% | $743,975 | 28.3K | Q1 2026 |
| GenWealth Group, Inc.$584M AUM | 0.36% | $2M | 80.2K | Q1 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.36% | $6M | 238.4K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.36% | $2M | 58.8K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.35% | $543,118 | 20.7K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.33% | $18M | 691.7K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 0.33% | $385,858 | 14.6K | Q4 2025OLDER |
| LCW Services, LLC$201M AUM | 0.33% | $661,471 | 25.2K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.33% | $21M | 800.5K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.32% | $864,568 | 32.5K | Q2 2025OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.32% | $1M | 46.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.31% | $153M | 5.83M | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.31% | $313,207 | 11.9K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.30% | $13M | 491.2K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.29% | $288,010 | 11.0K | Q2 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.28% | $3M | 97.6K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.27% | $6M | 244.8K | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 0.26% | $701,101 | 26.4K | Q2 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.26% | $393,501 | 15.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.25% | $45M | 1.72M | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.25% | $3M | 95.0K | Q2 2025OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.24% | $4M | 133.2K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.24% | $8M | 285.7K | Q1 2026 |
| Auour Investments LLC$318M AUM | 0.24% | $755,073 | 28.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.24% | $13M | 494.7K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.23% | $275,537 | 10.2K | Q3 2025OLDER |
| Brown Financial Advisors$264M AUM | 0.23% | $598,351 | 22.8K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.23% | $898,216 | 34.2K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.22% | $560,441 | 21.3K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.22% | $1M | 42.8K | Q3 2025OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.22% | $868,268 | 33.0K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.21% | $339,799 | 12.9K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.21% | $3M | 115.3K | Q1 2026 |
| Mission Financial Group, LLC$108M AUM | 0.21% | $222,705 | 8.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.21% | $78M | 2.97M | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.20% | $25M | 944.6K | Q1 2026 |
| Idaho Trust Co$308M AUM | 0.20% | $608,212 | 23.1K | Q1 2026 |
| Dentgroup LLC$146M AUM | 0.20% | $283,343 | 10.7K | Q2 2025OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.19% | $1M | 42.6K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.19% | $2M | 84.7K | Q1 2026 |
| Donald L. Hagan, LLC$204M AUM | 0.19% | $382,717 | 14.2K | Q3 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.18% | $275,230 | 10.4K | Q4 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.18% | $1M | 47.2K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.18% | $3M | 121.6K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 0.18% | $567,146 | 21.4K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.18% | $12M | 464.4K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.18% | $942,250 | 35.8K | Q1 2026 |
| Range Financial Group LLC$298M AUM | 0.17% | $484,965 | 18.0K | Q3 2025OLDER |
| R. W. Roge & Company, Inc.$210M AUM | 0.17% | $308,000 | 11.6K | Q2 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.17% | $695,714 | 26.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.17% | $5M | 204.4K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.17% | $514,561 | 19.6K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.17% | $7M | 254.6K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.17% | $1M | 55.2K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.17% | $10M | 390.9K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.16% | $822,766 | 31.3K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.16% | $15M | 558.9K | Q2 2025OLDER |
| REDW Wealth LLC$251M AUM | 0.15% | $384,480 | 14.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.15% | $28M | 1.07M | Q1 2026 |
| Money Design Co.,Ltd.$2.1B AUM | 0.15% | $3M | 121.8K | Q2 2025OLDER |
| Lansing Street Advisors$397M AUM | 0.15% | $595,444 | 22.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.15% | $13M | 507.3K | Q1 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 0.15% | $236,516 | 9.0K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.14% | $208,531 | 7.9K | Q4 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.14% | $665,653 | 25.3K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.14% | $2M | 66.2K | Q1 2026 |
| Friday Financial$373M AUM | 0.14% | $342,535 | 12.7K | Q3 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.14% | $628,912 | 23.9K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.14% | $394,359 | 14.6K | Q3 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.14% | $1M | 46.6K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.14% | $5M | 198.0K | Q2 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.13% | $407,676 | 15.5K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.13% | $1M | 46.7K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.13% | $970,446 | 36.9K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.13% | $17M | 635.8K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.13% | $371,061 | 14.1K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.13% | $10M | 367.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.13% | $4M | 147.7K | Q4 2025OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.13% | $3M | 130.0K | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.13% | $4M | 140.6K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.13% | $276,376 | 10.4K | Q2 2025OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.12% | $270,692 | 10.2K | Q4 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.12% | $2M | 73.2K | Q2 2025OLDER |
| Latitude Advisors, LLC$218M AUM | 0.12% | $239,875 | 9.0K | Q2 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.12% | $8M | 318.2K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 0.12% | $385,886 | 14.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.12% | $21M | 816.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 198.9K | Q1 2026 |
| Strategic Financial Services, Inc.$2.1B AUM | 0.11% | $2M | 87.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.11% | $3M | 99.1K | Q1 2026 |
| Q3 Asset Management$412M AUM | 0.11% | $477,000 | 18.1K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $102M | 3.89M | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.11% | $10M | 395.7K | Q4 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.10% | $432,872 | 16.5K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.10% | $2M | 62.9K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.10% | $269,864 | 10.3K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.10% | $2M | 80.4K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.10% | $2M | 69.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 148.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.10% | $3M | 103.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 279.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $68M | 2.58M | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.10% | $342,658 | 13.0K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.10% | $342,658 | 13.0K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 0.10% | $327,417 | 12.4K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.10% | $535,442 | 20.4K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.09% | $200,496 | 7.4K | Q3 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.09% | $1M | 44.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.09% | $15M | 570.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.09% | $1M | 46.7K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.09% | $179,525 | 6.8K | Q1 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.09% | $206,640 | 7.9K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.09% | $214,231 | 8.1K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.09% | $679,796 | 25.8K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.09% | $1M | 43.6K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $14M | 516.2K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.09% | $222,798 | 8.4K | Q4 2025OLDER |
| Advisor OS, LLC$1.4B AUM | 0.09% | $1M | 45.9K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.09% | $707,900 | 26.9K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.09% | $46M | 1.74M | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.09% | $310,393 | 11.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.08% | $92M | 3.51M | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $18M | 678.2K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.08% | $4M | 141.8K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.08% | $3M | 96.6K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.08% | $665,404 | 25.0K | Q2 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.08% | $1M | 44.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $288M | 10.94M | Q1 2026 |
| Collier Financial$131M AUM | 0.08% | $100,714 | 3.8K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.08% | $233,000 | 8.8K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 123.6K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.07% | $2M | 62.1K | Q1 2026 |
| Smart Money Group LLC$344M AUM | 0.07% | $256,377 | 9.7K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.07% | $1M | 38.5K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.07% | $248,193 | 9.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $797,258 | 30.3K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.07% | $793,509 | 30.2K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 0.07% | $269,023 | 10.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.07% | $1M | 52.5K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 67.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 112.0K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.07% | $469,399 | 17.8K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.07% | $414,830 | 15.8K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.07% | $393,051 | 14.5K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $1M | 39.1K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.06% | $289,300 | 11.0K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 0.06% | $1M | 43.0K | Q3 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.06% | $263,237 | 10.0K | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.06% | $1M | 41.5K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.06% | $226,054 | 8.5K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.06% | $2M | 85.6K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.06% | $292,813 | 11.2K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.06% | $1.8B | 68.52M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.06% | $230M | 8.74M | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $250,849 | 9.5K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.06% | $350,842 | 13.3K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 0.06% | $236,881 | 9.0K | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.06% | $263,000 | 10.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $5M | 193.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $16M | 602.9K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.06% | $588,990 | 22.4K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.06% | $288,610 | 11.0K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.06% | $565,519 | 21.5K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $437,055 | 16.4K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $5M | 188.9K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.05% | $475,294 | 18.1K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.05% | $509,006 | 18.9K | Q3 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $230,414 | 8.8K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.05% | $95,008 | 3.6K | Q4 2025OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.05% | $296,405 | 11.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.05% | $338M | 12.84M | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.05% | $221,007 | 8.3K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 169.2K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.05% | $294,665 | 11.2K | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.05% | $159,089 | 6.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.05% | $2M | 81.3K | Q2 2025OLDER |
| Essex Bank$452M AUM | 0.05% | $212,523 | 7.9K | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $4M | 153.5K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $76M | 2.88M | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.05% | $498,385 | 18.9K | Q1 2026 |
| Cypress Capital Group$889M AUM | 0.05% | $404,021 | 15.4K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.05% | $281,226 | 10.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.05% | $1M | 48.4K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.04% | $134M | 5.11M | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $583,702 | 22.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 43.2K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $297,106 | 11.3K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.04% | $304,843 | 11.6K | Q1 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.04% | $409,912 | 15.2K | Q3 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.04% | $149,873 | 5.7K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 42.5K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.04% | $2M | 85.9K | Q2 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.04% | $44,999 | 1.7K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.04% | $3M | 121.3K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $28M | 1.06M | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $328,547 | 12.2K | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $14M | 549.1K | Q1 2026 |
| Third View Private Wealth, LLC$730M AUM | 0.04% | $259,265 | 9.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 66.4K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 67.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 72.6K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.03% | $328,330 | 12.5K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 161.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 80.0K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.03% | $3M | 98.5K | Q2 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 48.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.03% | $560M | 21.31M | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $4M | 144.4K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $228,264 | 8.7K | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.03% | $56,406 | 2.1K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $14M | 528.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $384M | 14.60M | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $486,492 | 18.5K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.03% | $12M | 461.7K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.03% | $75,981 | 2.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 187.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 97.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 45.8K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $232,166 | 8.8K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 76.8K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $778,853 | 29.6K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $837,751 | 31.9K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $688,382 | 26.2K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $109,724 | 4.2K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.02% | $269,759 | 10.3K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.02% | $221,153 | 8.3K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 693.5K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $221,709 | 8.4K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $661,395 | 25.1K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $307,657 | 11.7K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.02% | $53,664 | 2.0K | Q3 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $247,852 | 9.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 80.4K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $627,921 | 23.7K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 41.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $555,083 | 20.9K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 42.0K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $869,973 | 33.1K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $322,585 | 12.4K | Q2 2025OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $26,458 | 1.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 82.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $219,474 | 8.3K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.02% | $78,248 | 3.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 430.1K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.02% | $204,651 | 7.8K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.02% | $60,068 | 2.3K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.02% | $43,991 | 1.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.02% | $73M | 2.78M | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.02% | $21,448 | 816 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $5M | 206.1K | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.01% | $16,835 | 636 | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 51.9K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $406,057 | 15.4K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $18,857 | 717 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $770,154 | 29.1K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $763,119 | 29.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $308,236 | 11.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 49.5K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.01% | $79,216 | 3.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 127.6K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $451,461 | 17.0K | Q2 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $922,315 | 35.1K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $228,836 | 8.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 431.9K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $438,658 | 16.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $499,700 | 19.0K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $22,000 | 841 | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.01% | $14,675 | 558 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.01% | $69,957 | 2.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $95M | 3.60M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 262.2K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $272,821 | 10.3K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $158M | 5.99M | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $22,698 | 858 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $50M | 1.91M | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $153,013 | 5.8K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $18,647 | 709 | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $205,326 | 7.8K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 53.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $337,414 | 13.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $376,231 | 14.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $325,137 | 12.4K | Q1 2026 |
| Gleason Group, Inc.$1.0B AUM | 0.01% | $86,632 | 3.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 1.05M | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $681,174 | 25.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $210,911 | 7.8K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 72.7K | Q4 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $26,090 | 992 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $265,528 | 10.1K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $11,151 | 424 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $40,502 | 1.5K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.01% | $20,724 | 788 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.01% | $10,000 | 391 | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $243,701 | 9.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $259,850 | 9.8K | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.01% | $26,222 | 997 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 1.41M | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.01% | $36,194 | 1.3K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $19M | 722.8K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.01% | $3M | 128.6K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $8,705 | 331 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $176,143 | 6.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 161.3K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $352,525 | 13.4K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $24,328 | 925 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $281,779 | 10.7K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $553,963 | 20.9K | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $29,456 | 1.1K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $93M | 3.52M | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $2M | 84.8K | Q1 2026 |
| SWAN Capital LLC$272M AUM | 0.01% | $12,705 | 478 | Q2 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $16,648 | 633 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $22M | 849.4K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.01% | $330,223 | 12.6K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $12M | 440.5K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $118,260 | 4.5K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $5M | 200.1K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.00% | $12,887 | 490 | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $15,470 | 582 | Q2 2025OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.00% | $12,203 | 464 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $593,801 | 22.6K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $2M | 65.9K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $31,893 | 1.2K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $14,532 | 549 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 90.7K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $13,367 | 505 | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $321,528 | 12.2K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $31,981 | 1.2K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $13,023 | 492 | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $54,277 | 2.1K | Q1 2026 |
| Rice Partnership, LLC$732M AUM | 0.00% | $26,303 | 976 | Q3 2025OLDER |
| Avion Wealth$484M AUM | 0.00% | $18,000 | 686 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $73,811 | 2.8K | Q4 2025OLDER |
| Walsh & Associates, LLC$101M AUM | 0.00% | $3,498 | 133 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 71.0K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.00% | $15,000 | 589 | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.00% | $7,888 | 298 | Q4 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $4,878 | 181 | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $5,023 | 191 | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $21M | 792.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $633,883 | 24.1K | Q1 2026 |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.00% | $3,840 | 146 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 84.4K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $15,781 | 600 | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.00% | $10,757 | 409 | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $247,186 | 9.3K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $12,074 | 448 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $40,711 | 1.5K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $19,535 | 738 | Q4 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $9,873 | 373 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $322,360 | 12.3K | Q1 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $4,804 | 183 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $11,756 | 447 | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $36,926 | 1.4K | Q4 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $5,532 | 209 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 189.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $290,375 | 11.0K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $19,099 | 719 | Q2 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $2,838 | 108 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $20,806 | 786 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $425,324 | 16.2K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.00% | $13,131 | 494 | Q2 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $328,513 | 12.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $52,915 | 2.0K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $4,734 | 180 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $3,396 | 126 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $115,000 | 4.4K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $8,442 | 321 | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.00% | $6,207 | 236 | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.00% | $7,628 | 287 | Q2 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $212,074 | 8.0K | Q2 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $12,998 | 489 | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $56,665 | 2.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $429,231 | 16.3K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $4,471 | 170 | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $2,100 | 79 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 313.6K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $1,456 | 55 | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.00% | $3,369 | 125 | Q3 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $4,686 | 177 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.