XLBSELECT SECTOR SPDR TR
CUSIP 81369Y100 · Yahoo Finance ↗ · Google Finance ↗
Select Sector Spdr Tr (XLB) has 884 institutional holders in Filings Flow’s 13F database, together reporting 115.02M shares worth $5.4B as of Q1 2026. The largest reported holders are Citadel Advisors LLC, Susquehanna International Group, LLP, and Bank Of America Corp /De/.
Institutional Holders
884
Q1 2026
Reported Value
$5.4B
Ticker
XLB
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TTP Investments, Inc.$240M AUM | 6.28% | $15M | 301.7K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 5.78% | $34M | 682.5K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 5.53% | $7M | 149.8K | Q1 2026OLDER |
| Gates Capital Management, Inc.$3.7B AUM | 5.53% | $202M | 4.05M | Q1 2026OLDER |
| SRB CORP$1.6B AUM | 5.31% | $86M | 1.73M | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 4.49% | $13M | 252.4K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 3.81% | $10M | 202.9K | Q1 2026OLDER |
| THOR TRADING ADVISORS, LLC$241M AUM | 3.39% | $8M | 163.9K | Q1 2026OLDER |
| University of Illinois Foundation$487M AUM | 3.13% | $15M | 305.3K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 3.09% | $3M | 64.8K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 2.71% | $6M | 124.2K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 2.70% | $4M | 89.5K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 2.69% | $6M | 111.7K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 2.63% | $13M | 264.0K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 2.59% | $9M | 184.0K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 2.48% | $4M | 72.5K | Q1 2026OLDER |
| Candelo Capital Management LP$121M AUM | 2.32% | $3M | 30.0K | Q3 2025OLDER |
| Mader & Shannon Wealth Management, Inc.$214M AUM | 2.22% | $5M | 93.7K | Q2 2026 |
| Risk Paradigm Group, LLC$117M AUM | 2.20% | $3M | 51.6K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 2.11% | $9M | 171.2K | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 2.06% | $20M | 438.7K | Q4 2025OLDER |
| Paller Financial Services Inc$134M AUM | 2.01% | $3M | 52.9K | Q2 2026 |
| Northstar Advisory Group, LLC$269M AUM | 1.92% | $5M | 103.4K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 1.68% | $4M | 71.1K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.68% | $9M | 175.2K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 1.67% | $2M | 44.7K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 1.64% | $62M | 1.24M | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 1.60% | $2M | 44.7K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 1.58% | $6M | 114.1K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 1.51% | $2M | 47.1K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.49% | $3M | 55.8K | Q4 2025OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 1.37% | $3M | 64.4K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 1.36% | $2M | 42.1K | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 1.32% | $100M | 2.00M | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.32% | $2M | 48.5K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 1.31% | $4M | 76.9K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 1.30% | $2M | 23.1K | Q3 2025OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 1.28% | $4M | 43.2K | Q3 2025OLDER |
| Econ Financial Services Corp$215M AUM | 1.28% | $3M | 55.2K | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 1.24% | $9M | 258.2K | Q2 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 1.23% | $2M | 43.1K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 1.22% | $257M | 5.15M | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.15% | $10M | 209.2K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.15% | $12M | 242.6K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.10% | $1M | 24.5K | Q1 2026OLDER |
| Audent Global Asset Management, LLC$100M AUM | 1.10% | $1M | 22.0K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 1.03% | $19M | 382.4K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.01% | $12M | 242.2K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 1.01% | $6M | 119.0K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 1.00% | $2M | 43.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.00% | $2M | 30.1K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.99% | $8M | 153.7K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.99% | $3M | 67.8K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 0.96% | $1M | 20.9K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.93% | $6M | 119.8K | Q2 2026 |
| Clarus Wealth Advisors$235M AUM | 0.92% | $2M | 43.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.92% | $3M | 67.4K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.92% | $1M | 29.8K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.91% | $3M | 51.1K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.91% | $1M | 25.1K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.89% | $24M | 266.0K | Q3 2025OLDER |
| Cooksen Wealth, LLC$138M AUM | 0.88% | $1M | 24.2K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.87% | $10M | 112.5K | Q3 2025OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.86% | $2M | 45.4K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.86% | $10M | 192.5K | Q1 2026OLDER |
| STRAIGHTLINE GROUP LLC$201M AUM | 0.84% | $2M | 34.0K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.84% | $1M | 21.1K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 0.83% | $2M | 43.9K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.83% | $1M | 25.9K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.82% | $2M | 49.5K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.82% | $2M | 45.5K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.81% | $10M | 207.3K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.80% | $7M | 145.9K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.78% | $4M | 77.4K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.78% | $45M | 900.0K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.78% | $50M | 994.4K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.75% | $2M | 30.7K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.74% | $3M | 53.5K | Q2 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.74% | $85M | 1.70M | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.73% | $4M | 72.1K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.71% | $1M | 21.9K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 0.71% | $7M | 133.1K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.71% | $956,794 | 21.1K | Q4 2025OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.70% | $3M | 58.6K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.66% | $1M | 26.7K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.65% | $3M | 64.8K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.63% | $4M | 81.3K | Q2 2026 |
| ING GROEP NV$16.4B AUM | 0.62% | $102M | 2.03M | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.61% | $2M | 46.6K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.61% | $5M | 98.4K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.61% | $60M | 1.32M | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.60% | $145M | 2.91M | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.59% | $2M | 40.2K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.59% | $598,669 | 11.8K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 0.58% | $1M | 22.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.58% | $21M | 417.2K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.58% | $1M | 24.2K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.57% | $21M | 419.8K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.56% | $21M | 415.6K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.56% | $885,591 | 18.8K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.56% | $1M | 25.5K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.55% | $3M | 54.9K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.55% | $3M | 52.5K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.54% | $778,815 | 15.6K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.54% | $3M | 55.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.54% | $10M | 202.7K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.53% | $772,450 | 15.5K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.52% | $3M | 62.1K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.52% | $1M | 22.1K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.52% | $1M | 24.9K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.51% | $2M | 41.6K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.51% | $1M | 23.1K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.50% | $685,488 | 13.7K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.50% | $2M | 43.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.49% | $102M | 2.04M | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.48% | $2M | 37.6K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.47% | $1M | 22.6K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.47% | $8M | 161.1K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.45% | $1M | 24.5K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.44% | $8M | 89.7K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.44% | $50M | 1.00M | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.44% | $541,492 | 10.7K | Q2 2026 |
| Hartree Partners, LP$467M AUM | 0.43% | $2M | 40.4K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 0.43% | $804,122 | 16.1K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.42% | $2M | 32.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.42% | $12M | 239.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.41% | $9M | 187.0K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.41% | $858,223 | 17.2K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.41% | $740,455 | 14.8K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.40% | $597,329 | 11.8K | Q2 2026 |
| High Note Wealth, LLC$509M AUM | 0.40% | $2M | 41.0K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.39% | $6M | 115.0K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.38% | $646,263 | 12.9K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.38% | $7M | 135.2K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.38% | $65M | 1.29M | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.37% | $695,333 | 13.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.37% | $7M | 138.6K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.37% | $2M | 43.3K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.37% | $11M | 223.8K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.37% | $5M | 54.3K | Q3 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.36% | $1M | 26.0K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.36% | $23M | 466.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.36% | $3M | 69.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.36% | $9M | 180.0K | Q2 2026 |
| Bank of New Hampshire$437M AUM | 0.35% | $2M | 30.7K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.35% | $829,802 | 16.6K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.34% | $384,519 | 7.7K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.34% | $14M | 285.0K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.34% | $643,779 | 12.9K | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 0.34% | $3M | 37.8K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.34% | $6M | 116.5K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.34% | $655,754 | 12.9K | Q2 2026 |
| Resolute Wealth Strategies, LLC$232M AUM | 0.33% | $774,822 | 15.5K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.33% | $10M | 217.4K | Q4 2025OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.32% | $492,879 | 5.5K | Q3 2025OLDER |
| Essex LLC$566M AUM | 0.32% | $2M | 36.5K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.32% | $566,760 | 11.3K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.32% | $9M | 185.8K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.31% | $394,931 | 7.9K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.31% | $28M | 626.3K | Q4 2025OLDER |
| Clarity Financial LLC$919M AUM | 0.30% | $3M | 55.9K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.30% | $2M | 38.1K | Q4 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.30% | $455,423 | 9.1K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.30% | $892,248 | 17.9K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.30% | $364,614 | 8.0K | Q4 2025OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.30% | $2M | 34.5K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.30% | $886,521 | 9.9K | Q3 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.30% | $1M | 26.5K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.30% | $961,322 | 19.2K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.29% | $497,099 | 9.9K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.29% | $770,150 | 15.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.29% | $62M | 1.23M | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.29% | $658,210 | 14.5K | Q4 2025OLDER |
| Centennial Bank/AR/$279M AUM | 0.28% | $789,376 | 15.8K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.28% | $596,157 | 11.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.28% | $1M | 22.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.28% | $9M | 185.6K | Q2 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.28% | $47M | 934.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.28% | $2M | 37.9K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.27% | $711,085 | 14.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.26% | $493,408 | 9.9K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.26% | $318,269 | 6.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.26% | $14M | 274.6K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.26% | $295,378 | 5.9K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.26% | $54M | 604.4K | Q3 2025OLDER |
| First National Bank of Hutchinson$157M AUM | 0.26% | $486,816 | 5.4K | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.26% | $4M | 78.1K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.26% | $909,454 | 18.2K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.25% | $1M | 27.5K | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.25% | $12M | 231.4K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.25% | $878,223 | 17.6K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.25% | $484,709 | 9.7K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.25% | $9M | 182.2K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.24% | $4M | 81.9K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.24% | $330,039 | 6.5K | Q2 2026 |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.24% | $615,309 | 13.6K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.24% | $7M | 143.9K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.24% | $505,913 | 10.1K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 0.24% | $499,700 | 10.0K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.24% | $719,168 | 14.4K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.23% | $1M | 20.1K | Q2 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.23% | $3M | 54.6K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.23% | $464,221 | 9.3K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.23% | $524,435 | 10.5K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.22% | $1M | 21.3K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.22% | $2M | 38.6K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.22% | $290,138 | 5.7K | Q2 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.22% | $324,108 | 6.5K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.22% | $2M | 46.6K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.22% | $2M | 32.7K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.22% | $397,162 | 7.9K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.22% | $610,134 | 12.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.22% | $44M | 876.5K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.21% | $1M | 29.6K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.21% | $521,586 | 10.4K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.21% | $541,725 | 10.8K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.21% | $3M | 54.5K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.20% | $449,730 | 9.0K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.20% | $388,167 | 7.8K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.20% | $2M | 32.7K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.20% | $1M | 22.3K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.20% | $746,152 | 14.9K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.20% | $782,180 | 15.7K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.20% | $3M | 58.6K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.20% | $1M | 30.0K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.19% | $1M | 14.8K | Q3 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.19% | $282,580 | 5.7K | Q1 2026OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$597M AUM | 0.19% | $1M | 22.1K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.18% | $5M | 97.1K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.18% | $3M | 59.9K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.18% | $1M | 28.0K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.18% | $2M | 32.9K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.18% | $249,600 | 5.0K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.18% | $50M | 1.01M | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.18% | $4M | 73.3K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.18% | $501,299 | 10.0K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.17% | $323,080 | 3.6K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.17% | $7M | 145.9K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.17% | $775,133 | 15.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.17% | $462M | 9.25M | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.17% | $2M | 42.8K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.17% | $2M | 37.3K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.17% | $705,027 | 14.1K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.17% | $396,062 | 7.9K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.16% | $563,654 | 11.3K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.16% | $615,574 | 12.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.16% | $327M | 6.35M | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.16% | $6M | 113.3K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.16% | $1M | 28.2K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 0.15% | $231,825 | 4.6K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.15% | $5M | 51.2K | Q3 2025OLDER |
| Sequent Planning LLC$414M AUM | 0.15% | $638,767 | 12.8K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.15% | $3M | 57.0K | Q2 2026 |
| Realta Investment Advisors$288M AUM | 0.15% | $437,537 | 8.8K | Q1 2026OLDER |
| Swan Global Investments, LLC$3.0B AUM | 0.15% | $5M | 90.8K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.15% | $2M | 30.1K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.15% | $567,291 | 6.3K | Q3 2025OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.15% | $712,930 | 13.8K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.15% | $296,453 | 6.5K | Q4 2025OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.15% | $532,333 | 10.3K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.14% | $1M | 25.3K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.14% | $544,687 | 10.7K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.14% | $2M | 38.8K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.14% | $511,943 | 10.2K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.14% | $277,983 | 5.6K | Q1 2026OLDER |
| Galaxy Digital Inc.$1.2B AUM | 0.13% | $2M | 30.3K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.13% | $225,064 | 4.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.13% | $1M | 29.0K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 0.13% | $342,797 | 3.8K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.13% | $9M | 188.3K | Q4 2025OLDER |
| Bricktown Capital, LLC$508M AUM | 0.13% | $646,911 | 12.9K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.13% | $315,211 | 6.3K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.13% | $1M | 23.1K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.13% | $363,282 | 7.3K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.13% | $1M | 21.2K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.13% | $1M | 19.9K | Q2 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.12% | $436,451 | 9.6K | Q4 2025OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.12% | $205,622 | 2.3K | Q3 2025OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.12% | $2M | 34.1K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.12% | $495,453 | 9.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.12% | $755M | 15.12M | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.12% | $1M | 22.4K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.12% | $535,578 | 10.7K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.12% | $217,467 | 4.4K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.12% | $1M | 29.8K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.12% | $259,844 | 5.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.12% | $2M | 44.7K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 0.12% | $15M | 310.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.12% | $826,597 | 16.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.12% | $561,819 | 11.2K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.12% | $955,298 | 21.1K | Q4 2025OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.12% | $1M | 25.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.11% | $3M | 61.3K | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.11% | $2M | 18.0K | Q3 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.11% | $279,461 | 5.4K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.11% | $788,176 | 15.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $935,738 | 18.7K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.11% | $236,358 | 4.7K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.11% | $2M | 43.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.11% | $107M | 2.15M | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.11% | $161,903 | 3.2K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.11% | $2M | 33.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.11% | $3M | 50.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.10% | $19M | 385.9K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.10% | $961,805 | 18.9K | Q2 2026 |
| V2 Financial group LLC$215M AUM | 0.10% | $221,673 | 4.4K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.10% | $434,453 | 9.6K | Q4 2025OLDER |
| Volterra Technologies LP$823M AUM | 0.10% | $844,493 | 16.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.10% | $9M | 96.7K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.10% | $1M | 26.4K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.10% | $427,320 | 8.6K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.10% | $494,740 | 9.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.10% | $1M | 23.5K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.10% | $445,605 | 9.8K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.10% | $794,214 | 15.9K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.09% | $319,113 | 6.4K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.09% | $418,098 | 8.4K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.09% | $16M | 320.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.09% | $11M | 228.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.09% | $3M | 58.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.09% | $1M | 26.3K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.09% | $8M | 162.4K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.09% | $274,107 | 5.5K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.09% | $352,388 | 7.1K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.09% | $454,227 | 9.1K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.09% | $280,456 | 5.4K | Q2 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $377,212 | 7.5K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.08% | $859,081 | 16.7K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.08% | $305,917 | 6.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $13M | 285.9K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.08% | $604,037 | 12.1K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.08% | $743,780 | 14.4K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.08% | $50M | 1.00M | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 89.9K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.08% | $317,110 | 6.3K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.08% | $1M | 13.4K | Q3 2025OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.08% | $100,839 | 2.0K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.08% | $137,018 | 2.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $54M | 1.08M | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.08% | $402,209 | 8.0K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.08% | $569,677 | 12.6K | Q4 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.08% | $464,921 | 9.3K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $529,988 | 10.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.08% | $301,089 | 6.0K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.07% | $199,880 | 4.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.07% | $73 | 1.6K | Q4 2025OLDER |
| IMZ Advisory Inc$316M AUM | 0.07% | $228,346 | 4.5K | Q2 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 0.07% | $305,605 | 3.4K | Q3 2025OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.07% | $281,877 | 5.6K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.07% | $3M | 65.9K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.07% | $291,300 | 5.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.07% | $3M | 50.5K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.07% | $1M | 22.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $2M | 40.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.07% | $58M | 1.17M | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.07% | $1M | 21.6K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.07% | $1M | 26.3K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.07% | $646,912 | 12.9K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.07% | $377,839 | 7.6K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.07% | $221,992 | 4.4K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.07% | $709,886 | 14.2K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.06% | $607,836 | 12.2K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $809,070 | 16.2K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.06% | $287,977 | 5.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $24M | 486.7K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.06% | $374,775 | 7.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.06% | $73,756 | 1.5K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $917,531 | 18.4K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.06% | $361,456 | 7.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.06% | $1M | 27.3K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.06% | $152,105 | 3.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.06% | $22M | 489.3K | Q4 2025OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.06% | $375,425 | 7.5K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.06% | $654,507 | 13.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.06% | $545M | 10.90M | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.06% | $257,346 | 5.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $3M | 51.9K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.06% | $35M | 779.0K | Q4 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.06% | $7M | 140.7K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.06% | $203,278 | 4.1K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.06% | $13M | 260.2K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $719,067 | 14.4K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.06% | $2M | 36.9K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 43.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.06% | $86,048 | 1.7K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.06% | $367,207 | 7.3K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.06% | $5M | 101.1K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.06% | $359,233 | 7.2K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.06% | $256,182 | 5.0K | Q2 2026 |
| MainStreet Investment Advisors LLC$665M AUM | 0.06% | $366,080 | 7.3K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.06% | $581,152 | 11.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 147.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.05% | $820,094 | 16.4K | Q2 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.05% | $1M | 22.1K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.05% | $1M | 22.9K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.05% | $281,331 | 5.6K | Q1 2026OLDER |
| Prentice Wealth Management LLC$443M AUM | 0.05% | $226,014 | 4.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 83.6K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.05% | $240,256 | 4.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $263M | 5.26M | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.05% | $38M | 767.7K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.05% | $199,880 | 4.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.05% | $1M | 26.5K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.05% | $334,149 | 6.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $769,606 | 15.7K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.05% | $262,900 | 5.3K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.05% | $2M | 34.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $778,005 | 15.6K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.05% | $2M | 23.0K | Q3 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.05% | $564,511 | 11.3K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.05% | $4M | 71.4K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.05% | $559,246 | 11.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $618,248 | 12.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 20.6K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $785,405 | 15.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $778,527 | 15.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 51.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 55.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 81.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $299,627 | 4.1K | Q2 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.04% | $1M | 22.1K | Q2 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.04% | $504,997 | 10.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.04% | $3M | 68.4K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.04% | $99,939 | 2.0K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.04% | $272,896 | 5.4K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.04% | $102M | 2.03M | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.04% | $228,463 | 4.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.04% | $473 | 10.4K | Q4 2025OLDER |
| Hudock, Inc.$680M AUM | 0.04% | $288,555 | 5.8K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $554,417 | 11.1K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.04% | $396,262 | 7.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.04% | $175M | 3.51M | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $2M | 42.6K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.04% | $498,288 | 5.6K | Q3 2025OLDER |
| Busey Bank$3.7B AUM | 0.04% | $2M | 30.6K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $390,650 | 7.8K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.04% | $140,316 | 2.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 32.5K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.04% | $953,595 | 19.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.04% | $2M | 33.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 34.2K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.04% | $440,236 | 8.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.04% | $1M | 23.1K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.04% | $451,770 | 5.0K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.04% | $308,265 | 6.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $639,474 | 7.1K | Q3 2025OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.04% | $272,100 | 6.0K | Q4 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.04% | $214,909 | 4.2K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $853,821 | 17.1K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.04% | $124,925 | 2.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 51.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $35M | 702.6K | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 0.04% | $308,328 | 6.8K | Q4 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.04% | $374,575 | 7.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $139M | 2.78M | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $412,203 | 8.2K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.04% | $1M | 24.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $488M | 9.76M | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 20.4K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.04% | $770,737 | 15.4K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.04% | $412,752 | 8.3K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.04% | $65,418 | 1.3K | Q2 2026 |
| Patten Group, Inc.$575M AUM | 0.04% | $203,317 | 4.1K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.04% | $213,235 | 4.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $974,330 | 19.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 30.2K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 40.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $3M | 62.3K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.03% | $3M | 54.3K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $186,409 | 3.7K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.03% | $243,984 | 4.8K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.03% | $714,271 | 14.3K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.03% | $294,823 | 5.9K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.03% | $335,399 | 6.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.03% | $340,146 | 6.8K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $356,241 | 6.9K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $610,997 | 12.2K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.03% | $222,369 | 2.5K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $567,421 | 11.4K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.03% | $116,978 | 2.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $107,436 | 2.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $664,234 | 13.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $274M | 5.48M | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 0.03% | $41,080 | 458 | Q3 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.03% | $305,517 | 6.1K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $258,169 | 5.2K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.03% | $728,684 | 16.1K | Q4 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $319,008 | 6.4K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.03% | $73,456 | 1.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 28.2K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $61,463 | 1.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $510,446 | 10.2K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $890,166 | 17.8K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.03% | $2M | 30.6K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.03% | $399,746 | 8.0K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.03% | $31,745 | 700 | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.03% | $11M | 211.4K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $267,040 | 5.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.03% | $2M | 40.5K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.03% | $76,930 | 1.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.