XLCSELECT SECTOR SPDR TR
CUSIP 81369Y852 · Yahoo Finance ↗ · Google Finance ↗
Select Sector Spdr Tr (XLC) has 1,168 institutional holders in Filings Flow’s 13F database, together reporting 190.47M shares worth $19.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
1,168
Q1 2026
Reported Value
$19.8B
Ticker
XLC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Comprehensive Wealth Management, LLC$198M AUM | 11.38% | $23M | 203.1K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 10.20% | $16M | 148.1K | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 10.14% | $22M | 185.2K | Q3 2025OLDER |
| UNIVERSITY OF CHICAGO$323M AUM | 8.92% | $29M | 260.3K | Q1 2026OLDER |
| IMZ Advisory Inc$316M AUM | 7.89% | $25M | 232.5K | Q2 2026 |
| Anfield Capital Management, LLC$363M AUM | 7.71% | $28M | 252.8K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 7.60% | $315M | 2.84M | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 7.23% | $21M | 185.8K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 7.15% | $48M | 414.8K | Q3 2025OLDER |
| SRB CORP$1.6B AUM | 5.45% | $89M | 800.8K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 5.33% | $99M | 892.4K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 5.06% | $33M | 301.6K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 4.47% | $5M | 39.1K | Q3 2025OLDER |
| Bonfire Financial$133M AUM | 4.29% | $6M | 51.4K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 4.27% | $16M | 140.9K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 4.10% | $127M | 1.14M | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 3.93% | $54M | 484.5K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 3.85% | $351M | 3.17M | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 3.82% | $4M | 36.0K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 3.75% | $19M | 172.1K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 3.73% | $5M | 39.5K | Q3 2025OLDER |
| Ciovacco Capital Management LLC$172M AUM | 3.69% | $6M | 57.0K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 3.63% | $9M | 78.9K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 3.55% | $18M | 162.1K | Q1 2026OLDER |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 3.45% | $11M | 102.0K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 3.45% | $6M | 57.2K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 3.38% | $5M | 42.0K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 3.35% | $9M | 85.0K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 3.35% | $5M | 40.8K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 3.33% | $51M | 458.9K | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 3.24% | $7M | 65.8K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 3.15% | $8M | 68.3K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 3.11% | $25M | 221.1K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 3.05% | $10M | 107.7K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 2.99% | $8M | 68.5K | Q3 2025OLDER |
| Client First Capital LLC$231M AUM | 2.90% | $7M | 60.3K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 2.85% | $183M | 1.65M | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 2.84% | $4M | 37.9K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 2.78% | $4M | 33.5K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 2.75% | $3M | 27.0K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 2.75% | $3M | 24.8K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 2.65% | $305M | 2.76M | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 2.61% | $12M | 112.2K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 2.61% | $27M | 246.9K | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 2.61% | $6M | 48.9K | Q3 2025OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 2.56% | $13M | 115.7K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 2.50% | $3M | 26.5K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 2.41% | $24M | 213.2K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 2.35% | $54M | 491.2K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 2.31% | $7M | 61.0K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 2.28% | $4M | 34.7K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 2.24% | $15M | 138.0K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.24% | $20M | 176.7K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 2.22% | $4M | 40.0K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 2.22% | $7M | 58.8K | Q4 2025OLDER |
| SHUTTLEWORTH & Co$111M AUM | 2.21% | $2M | 22.1K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 2.19% | $4M | 32.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.16% | $26M | 237.2K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.15% | $3M | 25.3K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 2.12% | $5M | 44.8K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 2.06% | $28M | 251.7K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 2.06% | $5M | 43.0K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 2.05% | $12M | 109.0K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 2.00% | $25M | 225.7K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 1.97% | $71M | 640.6K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.95% | $13M | 119.4K | Q2 2026 |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 1.93% | $6M | 51.6K | Q2 2026 |
| Miller Investment Management, LP$1.0B AUM | 1.86% | $19M | 168.8K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.84% | $22M | 197.9K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.83% | $55M | 498.0K | Q1 2026OLDER |
| Attessa Capital LLC$223M AUM | 1.83% | $4M | 38.0K | Q2 2026 |
| Clarity Financial LLC$919M AUM | 1.83% | $17M | 151.4K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 1.82% | $8M | 63.7K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 1.81% | $6M | 52.4K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.80% | $3M | 30.8K | Q2 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 1.77% | $3M | 29.5K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 1.75% | $3M | 29.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.74% | $140M | 1.26M | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 1.73% | $9M | 78.1K | Q4 2025OLDER |
| MARTIN & CO INC /TN/$587M AUM | 1.70% | $10M | 89.8K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 1.67% | $5M | 44.9K | Q2 2026 |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 1.65% | $2M | 18.6K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 1.63% | $6M | 50.6K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.61% | $6M | 50.9K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.60% | $6M | 51.8K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.59% | $3M | 22.6K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.50% | $9M | 80.4K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 1.49% | $7M | 61.1K | Q3 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.48% | $4M | 35.3K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 1.48% | $3M | 23.1K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.47% | $27M | 225.3K | Q3 2025OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 1.47% | $13M | 108.9K | Q4 2025OLDER |
| CFC Planning Co LLC$140M AUM | 1.44% | $2M | 18.2K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.43% | $2M | 19.6K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.41% | $4M | 31.7K | Q3 2025OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.39% | $15M | 129.8K | Q4 2025OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 1.38% | $4M | 30.3K | Q3 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 1.37% | $4M | 37.1K | Q4 2025OLDER |
| Bank of Marin$137M AUM | 1.34% | $2M | 16.6K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 1.33% | $3M | 27.8K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 1.33% | $16M | 146.7K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 1.31% | $2M | 18.3K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 1.30% | $2M | 17.2K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 1.30% | $10M | 84.1K | Q4 2025OLDER |
| Zullo Investment Group, Inc.$264M AUM | 1.29% | $3M | 30.8K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 1.29% | $2M | 21.9K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.28% | $5M | 46.0K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.26% | $12M | 106.1K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 1.26% | $73M | 620.6K | Q1 2026OLDER |
| Essex LLC$566M AUM | 1.26% | $7M | 64.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.25% | $17M | 150.5K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 1.22% | $3M | 21.2K | Q3 2025OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 1.22% | $10M | 90.7K | Q2 2026 |
| JMAC ENTERPRISES LLC$522M AUM | 1.21% | $6M | 56.9K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 1.18% | $1M | 12.4K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 1.16% | $3M | 25.0K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 1.16% | $2M | 18.0K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.16% | $3M | 24.3K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.14% | $3M | 28.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 1.14% | $78M | 700.8K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 1.13% | $6M | 51.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 1.11% | $8M | 64.4K | Q3 2025OLDER |
| STRAIGHTLINE GROUP LLC$201M AUM | 1.10% | $2M | 20.0K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 1.08% | $37M | 335.5K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.08% | $34M | 305.2K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 1.07% | $1M | 10.1K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 1.07% | $2M | 19.2K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 1.06% | $8M | 73.2K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 1.06% | $1M | 13.5K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.04% | $9M | 82.3K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.01% | $4M | 38.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.00% | $37M | 330.7K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 1.00% | $3M | 29.4K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 1.00% | $2M | 15.5K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.99% | $186M | 1.68M | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.98% | $2M | 17.5K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.97% | $8M | 67.8K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.97% | $3M | 23.8K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.95% | $1M | 11.0K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.94% | $10M | 93.5K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.94% | $9M | 79.8K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.93% | $18M | 158.8K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.93% | $60M | 544.1K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.92% | $1M | 11.3K | Q2 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.92% | $7M | 61.6K | Q4 2025OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.91% | $16M | 146.6K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.91% | $4M | 34.2K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.90% | $3M | 26.4K | Q4 2025OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.89% | $2M | 13.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.89% | $28M | 231.7K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.89% | $8M | 68.2K | Q4 2025OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.89% | $33M | 295.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.88% | $44M | 393.1K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.88% | $4M | 39.3K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.88% | $2M | 15.1K | Q3 2025OLDER |
| Providence First Trust Co$284M AUM | 0.88% | $2M | 22.5K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.87% | $8M | 65.7K | Q4 2025OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.86% | $2M | 15.8K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.85% | $3M | 25.8K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.84% | $2M | 17.2K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.83% | $1M | 12.0K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.82% | $2M | 15.6K | Q1 2026OLDER |
| Lodge Hill Capital, LLC$518M AUM | 0.80% | $4M | 38.0K | Q3 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.80% | $14M | 130.2K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.80% | $15M | 131.5K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.79% | $823,216 | 7.0K | Q4 2025OLDER |
| JM2 Capital Inc.$121M AUM | 0.78% | $940,490 | 8.5K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 0.78% | $2M | 14.1K | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.77% | $3M | 27.3K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.76% | $3M | 29.7K | Q3 2025OLDER |
| Marion Wealth Management$451M AUM | 0.75% | $3M | 30.6K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.74% | $157M | 1.42M | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.73% | $3M | 31.6K | Q2 2026 |
| 111 Capital$406M AUM | 0.73% | $4M | 32.6K | Q3 2025OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.73% | $1M | 12.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.73% | $17M | 156.2K | Q1 2026OLDER |
| Swan Global Investments, LLC$3.0B AUM | 0.72% | $22M | 195.8K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.72% | $4M | 32.4K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.72% | $76M | 685.4K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.72% | $5M | 48.7K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.70% | $2M | 18.1K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.70% | $703,185 | 6.3K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.69% | $3M | 23.7K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.68% | $1M | 11.0K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.68% | $2M | 20.8K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.67% | $5M | 45.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.67% | $981,266 | 8.9K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.66% | $3M | 22.8K | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.66% | $23M | 193.7K | Q4 2025OLDER |
| West Financial Advisors, LLC$659M AUM | 0.66% | $4M | 33.0K | Q4 2025OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.65% | $11M | 100.8K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.65% | $9M | 83.4K | Q2 2026 |
| City Center Advisors, LLC$123M AUM | 0.64% | $698,197 | 5.9K | Q4 2025OLDER |
| Fiduciary Planning LLC$331M AUM | 0.63% | $2M | 18.7K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.63% | $1M | 10.0K | Q3 2025OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.62% | $27M | 241.9K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.62% | $694,870 | 6.3K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.62% | $3M | 26.8K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.62% | $3M | 22.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.62% | $45M | 409.0K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 0.62% | $1M | 11.1K | Q3 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.61% | $1M | 11.4K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.61% | $2M | 22.1K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.60% | $13M | 121.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.60% | $539M | 4.86M | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.58% | $17M | 154.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.58% | $8M | 76.5K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.58% | $883,597 | 8.0K | Q2 2026 |
| Green Ridge Wealth Planning LLC$238M AUM | 0.58% | $1M | 12.8K | Q2 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.58% | $12M | 99.3K | Q3 2025OLDER |
| IAM Advisory, LLC$446M AUM | 0.57% | $3M | 23.1K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.57% | $5M | 47.0K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.57% | $3M | 23.6K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.57% | $841,715 | 7.6K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.56% | $5M | 42.9K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.56% | $1M | 10.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.55% | $1M | 9.8K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.55% | $571,594 | 5.2K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.55% | $4M | 40.2K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.54% | $882,002 | 8.0K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.54% | $3M | 22.9K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 0.53% | $1M | 9.7K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.53% | $578,024 | 5.2K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.53% | $847,636 | 7.6K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.53% | $566,848 | 4.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.53% | $15M | 134.6K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.53% | $2M | 19.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.52% | $388M | 3.50M | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.52% | $2M | 21.2K | Q2 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.52% | $7M | 66.3K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.52% | $2M | 14.2K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.52% | $1M | 12.3K | Q4 2025OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.51% | $954,505 | 8.6K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.51% | $1M | 11.3K | Q2 2026 |
| FLAGSTAR ADVISORS INC$276M AUM | 0.51% | $1M | 12.6K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.50% | $2M | 16.6K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.50% | $1M | 10.6K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.49% | $6M | 49.8K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.49% | $43M | 385.7K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.49% | $488,449 | 4.4K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.48% | $2M | 21.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.48% | $1M | 13.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.47% | $4M | 39.8K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.46% | $10M | 90.4K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.46% | $479,477 | 4.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.45% | $9M | 79.2K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.45% | $3M | 23.5K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.45% | $4M | 33.3K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.45% | $4M | 35.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.45% | $8M | 69.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.44% | $13M | 118.2K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.43% | $97M | 871.1K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.42% | $691,434 | 6.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.41% | $3M | 27.0K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.41% | $649,259 | 5.5K | Q3 2025OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.41% | $991,787 | 8.9K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.41% | $420,381 | 3.8K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.41% | $471,709 | 4.3K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.41% | $2M | 14.4K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.40% | $2M | 18.9K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 0.40% | $617,380 | 5.6K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.40% | $850,740 | 7.7K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.40% | $839,202 | 7.6K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.40% | $1M | 9.7K | Q4 2025OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.39% | $1M | 12.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.39% | $765,769 | 6.9K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.39% | $458,945 | 4.3K | Q2 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.38% | $572,814 | 5.2K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.38% | $384,278 | 3.5K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.38% | $11M | 100.9K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.38% | $2M | 15.0K | Q3 2025OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.37% | $415,832 | 3.8K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.37% | $2M | 20.8K | Q2 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.37% | $399,488 | 3.6K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.37% | $797,416 | 7.2K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.37% | $3M | 29.4K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.36% | $3M | 30.9K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.36% | $62M | 562.5K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.36% | $2M | 14.6K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.36% | $32M | 289.0K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.36% | $6M | 52.0K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.36% | $598,482 | 5.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.36% | $4.9B | 43.94M | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.35% | $4M | 35.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.35% | $12M | 111.6K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.35% | $2M | 21.7K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.35% | $1M | 11.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.35% | $3M | 27.1K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.35% | $676,024 | 6.1K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.35% | $990,312 | 8.9K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.35% | $2M | 16.7K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.35% | $10M | 88.7K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.35% | $477,702 | 4.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.35% | $4M | 36.6K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.34% | $2M | 17.8K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.34% | $1M | 12.2K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.34% | $11M | 99.3K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 0.34% | $345,054 | 3.1K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.34% | $525,919 | 4.7K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.33% | $786,863 | 6.6K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.33% | $2M | 16.4K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.33% | $2M | 15.5K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.32% | $3M | 28.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.32% | $8M | 78.1K | Q2 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.32% | $491,827 | 4.2K | Q3 2025OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.32% | $349,098 | 3.1K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.32% | $531,076 | 4.8K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.31% | $4M | 32.4K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.31% | $2M | 19.3K | Q4 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.30% | $5M | 41.4K | Q1 2026OLDER |
| Purewater Capital LLC$104M AUM | 0.30% | $308,302 | 2.8K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.29% | $717,435 | 6.5K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.29% | $656,760 | 5.6K | Q4 2025OLDER |
| Severin Investments, LLC$116M AUM | 0.29% | $333,904 | 3.0K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.29% | $884,484 | 8.0K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.28% | $743,487 | 6.7K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.28% | $315,286 | 2.8K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.28% | $905,701 | 8.2K | Q2 2026 |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.28% | $536,910 | 4.8K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.28% | $3M | 22.8K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.28% | $453,575 | 3.9K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.27% | $1M | 10.3K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.27% | $2M | 12.8K | Q3 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.27% | $5M | 42.4K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.27% | $10M | 86.9K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.27% | $675,248 | 6.1K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.27% | $57M | 516.1K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.27% | $1M | 10.9K | Q4 2025OLDER |
| Farmers National Bank$453M AUM | 0.27% | $1M | 10.9K | Q2 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.27% | $6M | 50.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.26% | $740,212 | 6.7K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.26% | $2M | 16.0K | Q4 2025OLDER |
| MRWM Advisors, LLC$184M AUM | 0.26% | $480,578 | 4.3K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.26% | $3M | 29.6K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.26% | $294,998 | 2.7K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.26% | $3M | 24.9K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.26% | $672,698 | 6.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.25% | $7M | 60.3K | Q2 2026 |
| Simmons Bank$1.5B AUM | 0.25% | $4M | 33.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.25% | $2M | 20.1K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.25% | $735,533 | 6.6K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.25% | $616,029 | 5.2K | Q4 2025OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.25% | $1M | 8.8K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.24% | $22M | 200.3K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.24% | $2M | 6.2K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.24% | $281,762 | 2.5K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.24% | $496,653 | 4.5K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.24% | $615,355 | 5.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.24% | $13M | 115.6K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 0.24% | $318,499 | 2.7K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.23% | $2M | 19.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.23% | $10M | 88.9K | Q1 2026OLDER |
| United Bank$301M AUM | 0.23% | $691,766 | 6.2K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.23% | $522,248 | 4.4K | Q3 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.22% | $609,355 | 5.7K | Q2 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.22% | $2M | 13.9K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.22% | $883,423 | 8.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.22% | $634,043 | 5.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.22% | $151M | 1.36M | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.22% | $1M | 12.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.22% | $2M | 20.6K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.22% | $5M | 48.7K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.21% | $1M | 13.4K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.21% | $2M | 18.7K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.21% | $807,987 | 7.3K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.21% | $372,046 | 3.4K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.21% | $889,651 | 8.0K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.21% | $401,340 | 3.4K | Q4 2025OLDER |
| VIAWEALTH, LLC$180M AUM | 0.21% | $377,922 | 3.4K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.21% | $2M | 17.3K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.21% | $381,912 | 3.4K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.21% | $1M | 9.6K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.21% | $582,237 | 5.3K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.20% | $2M | 15.2K | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.20% | $3M | 23.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.20% | $2M | 17.3K | Q2 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.20% | $1M | 11.6K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.20% | $9M | 85.1K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 0.20% | $709,736 | 6.6K | Q2 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.20% | $3M | 24.7K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.20% | $291,057 | 2.6K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.20% | $337,680 | 3.0K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.20% | $28M | 249.3K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.20% | $55M | 493.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.19% | $727M | 6.56M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.19% | $631M | 5.69M | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.19% | $4M | 34.8K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.19% | $436,565 | 3.9K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.19% | $192M | 1.74M | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.19% | $1M | 9.5K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.19% | $2M | 16.2K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.19% | $1M | 9.4K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.19% | $214,046 | 1.8K | Q3 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.19% | $1M | 10.1K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.19% | $635,512 | 5.7K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.19% | $10M | 86.3K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.19% | $965,258 | 8.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.19% | $71M | 639.4K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.19% | $5M | 44.1K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.18% | $276,877 | 2.4K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.18% | $4M | 33.1K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.18% | $773,692 | 7.0K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 0.18% | $242,303 | 2.0K | Q3 2025OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.18% | $330,252 | 3.0K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 0.18% | $221,944 | 1.9K | Q3 2025OLDER |
| Archer Investment Management, LLC$293M AUM | 0.18% | $337,386 | 2.9K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.18% | $8M | 70.3K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.18% | $605,517 | 5.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.18% | $4M | 36.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.18% | $1M | 10.2K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.18% | $220,882 | 2.0K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.18% | $2M | 19.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.17% | $1M | 12.6K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.17% | $768,201 | 6.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.17% | $359M | 1.76M | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.17% | $235,356 | 2.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.17% | $3M | 29.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.17% | $3M | 27.5K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.17% | $13M | 121.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.17% | $37M | 331.7K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.17% | $705,513 | 6.4K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.17% | $5M | 41.0K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.17% | $7M | 57.3K | Q3 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.17% | $356,948 | 3.0K | Q4 2025OLDER |
| Atala Financial Inc$149M AUM | 0.17% | $261,554 | 5.8K | Q4 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.17% | $1M | 13.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.17% | $31M | 277.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.17% | $9M | 79.3K | Q4 2025OLDER |
| DDD Partners, LLC$1.5B AUM | 0.16% | $2M | 21.5K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.16% | $344,664 | 3.1K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.16% | $314,187 | 2.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.16% | $16M | 146.4K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.16% | $2M | 16.9K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 0.16% | $209,193 | 1.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.16% | $5M | 48.5K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.16% | $494,436 | 4.5K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.16% | $324,820 | 2.9K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.16% | $324,880 | 2.9K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 0.16% | $232,030 | 2.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.16% | $7M | 62.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.16% | $842M | 7.59M | Q2 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.16% | $701,523 | 6.3K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.16% | $605,020 | 5.5K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.16% | $273,616 | 2.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.16% | $1M | 9.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.15% | $3M | 24.1K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.15% | $205,719 | 1.7K | Q4 2025OLDER |
| Iyo Bank, Ltd.$281M AUM | 0.15% | $402,221 | 3.4K | Q3 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.15% | $3M | 26.1K | Q3 2025OLDER |
| Midwest Financial Group LLC$234M AUM | 0.15% | $349,271 | 3.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 27.4K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.15% | $637,445 | 5.8K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.15% | $2M | 22.1K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.15% | $667,235 | 6.0K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 0.15% | $245,666 | 2.2K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.15% | $9M | 78.7K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.15% | $2M | 18.7K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.14% | $1M | 12.3K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.14% | $343,479 | 2.9K | Q4 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.14% | $910,704 | 8.2K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.14% | $1M | 13.2K | Q2 2026 |
| Byrne Asset Management LLC$185M AUM | 0.14% | $265,040 | 2.5K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.14% | $4M | 35.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.14% | $26M | 235.7K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.14% | $348,766 | 3.1K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 0.14% | $753,959 | 6.8K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.14% | $843,534 | 7.6K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.14% | $221,262 | 2.0K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.14% | $206,481 | 1.8K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.14% | $4M | 39.4K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.14% | $1M | 10.8K | Q4 2025OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.14% | $295,996 | 2.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.14% | $512M | 4.62M | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.14% | $2M | 21.4K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.13% | $545,371 | 4.9K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.13% | $306,860 | 2.8K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.13% | $16M | 143.1K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.13% | $815,955 | 7.4K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.13% | $554,300 | 5.0K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.13% | $797,329 | 6.7K | Q3 2025OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.13% | $527,472 | 4.8K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.13% | $246,043 | 2.1K | Q4 2025OLDER |
| 5T Wealth, LLC$253M AUM | 0.13% | $333,373 | 3.0K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.13% | $150,215 | 1.4K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.13% | $229,148 | 2.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.13% | $1M | 13.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.13% | $212,724 | 1.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.13% | $10M | 86.9K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.13% | $544,323 | 4.9K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.13% | $461,067 | 4.2K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.13% | $232,806 | 2.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.13% | $7M | 62.2K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.13% | $2M | 14.3K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.13% | $212,237 | 1.8K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.13% | $335,019 | 3.0K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.13% | $335,019 | 3.0K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.13% | $6M | 50.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.12% | $11M | 101.7K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.12% | $3M | 29.1K | Q3 2025OLDER |
| SWMG, LLC$350M AUM | 0.12% | $434,904 | 3.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.