XLESELECT SECTOR SPDR TR
CUSIP 81369Y506 · Yahoo Finance ↗ · Google Finance ↗
Select Sector Spdr Tr (XLE) has 2,072 institutional holders in Filings Flow’s 13F database, together reporting 460.78M shares worth $26.9B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Bank Of America Corp /De/, and Goldman Sachs Group Inc.
Institutional Holders
2,072
Q1 2026
Reported Value
$26.9B
Ticker
XLE
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mizuho Bank, Ltd.$369M AUM | 54.38% | $201M | 3.28M | Q1 2026OLDER |
| III Capital Management$344M AUM | 15.83% | $108M | 2.40M | Q4 2025OLDER |
| Cedrus Wealth Group LLC$108M AUM | 14.76% | $16M | 357.9K | Q1 2026OLDER |
| Hamilton Capital, LLC$1.9B AUM | 13.67% | $264M | 4.31M | Q1 2026OLDER |
| PJT Investments Corp.$252M AUM | 12.10% | $31M | 498.2K | Q1 2026OLDER |
| University of Illinois Foundation$487M AUM | 7.55% | $37M | 601.0K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 7.17% | $9M | 152.3K | Q1 2026OLDER |
| TTP Investments, Inc.$247M AUM | 6.78% | $16M | 265.4K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 6.58% | $43M | 709.5K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 6.04% | $78M | 1.27M | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 5.80% | $8M | 135.4K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 5.60% | $265M | 4.32M | Q1 2026OLDER |
| Anson Funds Management LP$2.3B AUM | 5.34% | $61M | 1.00M | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 5.33% | $99M | 1.62M | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 5.08% | $7M | 114.4K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 5.08% | $862M | 14.07M | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 4.96% | $15M | 240.6K | Q1 2026OLDER |
| Sagil Capital LLP$263M AUM | 4.94% | $18M | 200.0K | Q3 2025OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 4.83% | $8M | 126.9K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 4.61% | $5M | 86.7K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 4.53% | $10M | 163.2K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 4.45% | $10M | 184.3K | Q2 2026 |
| Cadence Wealth Management LLC$240M AUM | 4.36% | $10M | 170.8K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 4.24% | $6M | 91.9K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 4.23% | $9M | 143.1K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 4.17% | $19M | 312.3K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 4.10% | $9M | 149.7K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 4.09% | $11M | 184.0K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 4.05% | $11M | 185.8K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 4.00% | $109M | 1.78M | Q1 2026OLDER |
| THOR TRADING ADVISORS, LLC$241M AUM | 3.91% | $9M | 154.2K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 3.90% | $4M | 72.3K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 3.89% | $4M | 66.7K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 3.87% | $10M | 168.0K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 3.87% | $9M | 152.1K | Q1 2026OLDER |
| FourWorld Capital Management LLC$196M AUM | 3.85% | $4M | 100.0K | Q4 2025OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 3.78% | $6M | 98.9K | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 3.70% | $5M | 81.7K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 3.63% | $7M | 119.1K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 3.62% | $24M | 389.1K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 3.55% | $12M | 215.2K | Q1 2026OLDER |
| Granger Management LLC$358M AUM | 3.52% | $13M | 205.9K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 3.50% | $6M | 96.6K | Q1 2026OLDER |
| INTERCAPITAL, LLC$299M AUM | 3.48% | $10M | 170.0K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 3.47% | $14M | 232.9K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 3.45% | $40M | 651.2K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 3.42% | $47M | 774.6K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 3.39% | $16M | 253.7K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 3.34% | $5M | 92.6K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 3.32% | $303M | 4.95M | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 3.22% | $19M | 309.2K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 3.21% | $16M | 262.7K | Q1 2026OLDER |
| Elliott Investment Management L.P.$20.1B AUM | 3.17% | $715M | 16.00M | Q4 2025OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 3.16% | $4M | 69.0K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.13% | $5M | 79.2K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 3.08% | $4M | 81.8K | Q2 2026 |
| M3 Advisory Group, LLC$162M AUM | 3.06% | $5M | 81.1K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 3.02% | $6M | 109.1K | Q1 2026OLDER |
| Hiddenite Capital Partners LP$381M AUM | 2.90% | $22M | 500.0K | Q4 2025OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 2.88% | $36M | 587.8K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 2.87% | $21M | 342.1K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 2.87% | $7M | 116.6K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 2.80% | $37M | 596.9K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.80% | $13M | 214.7K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 2.79% | $19M | 309.2K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 2.72% | $6M | 101.9K | Q1 2026OLDER |
| ARP Global Capital Ltd$170M AUM | 2.64% | $5M | 73.5K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 2.64% | $13M | 204.7K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 2.61% | $18M | 290.7K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 2.59% | $12M | 225.4K | Q2 2026 |
| Risk Paradigm Group, LLC$117M AUM | 2.54% | $3M | 48.7K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 2.52% | $531M | 8.67M | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 2.49% | $4M | 63.3K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 2.46% | $8M | 157.6K | Q2 2026 |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 2.43% | $11M | 175.7K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 2.41% | $36M | 584.8K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 2.41% | $9M | 153.9K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 2.40% | $5M | 93.4K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 2.39% | $3M | 43.7K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 2.38% | $5M | 81.8K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 2.37% | $9M | 139.3K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 2.37% | $4M | 80.3K | Q2 2026 |
| Jupiter Wealth Management LLC$253M AUM | 2.36% | $6M | 103.8K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 2.36% | $11M | 175.8K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 2.33% | $4M | 88.6K | Q4 2025OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 2.32% | $26M | 570.8K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 2.30% | $5M | 79.5K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 2.30% | $4M | 70.3K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 2.29% | $4M | 68.2K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 2.27% | $5M | 92.1K | Q2 2026 |
| IMZ Advisory Inc$316M AUM | 2.26% | $7M | 134.5K | Q2 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 2.26% | $3M | 56.4K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 2.25% | $2M | 37.9K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 2.25% | $11M | 181.1K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 2.22% | $6M | 107.0K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 2.22% | $2M | 40.5K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 2.21% | $42M | 681.0K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 2.21% | $4M | 69.2K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 2.20% | $2M | 25.4K | Q3 2025OLDER |
| LifePlan Financial, LLC$135M AUM | 2.17% | $3M | 47.9K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 2.15% | $6M | 100.7K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 2.14% | $3M | 56.7K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 2.12% | $3M | 42.3K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 2.12% | $19M | 311.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.10% | $26M | 416.7K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 2.10% | $25M | 411.0K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 2.08% | $5M | 79.6K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 2.07% | $20M | 325.7K | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 2.06% | $20M | 445.9K | Q4 2025OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 2.05% | $4M | 61.5K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 2.04% | $5M | 82.7K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 2.04% | $5M | 76.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 2.02% | $1.1B | 17.76M | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 2.00% | $3M | 53.1K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 2.00% | $12M | 193.0K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 1.98% | $7M | 107.7K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 1.98% | $46M | 755.3K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.96% | $3M | 48.4K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 1.96% | $3M | 41.5K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 1.92% | $3M | 46.1K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.92% | $4M | 57.3K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 1.90% | $3M | 43.1K | Q2 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 1.90% | $8M | 150.5K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 1.89% | $34M | 549.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 1.89% | $805M | 13.14M | Q1 2026OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 1.88% | $6M | 95.2K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 1.87% | $3M | 41.9K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 1.86% | $11M | 173.6K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 1.86% | $6M | 103.9K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 1.86% | $3M | 46.0K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 1.85% | $21M | 342.9K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 1.85% | $164M | 2.68M | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 1.79% | $145M | 2.36M | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.78% | $2M | 34.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 1.76% | $2M | 29.7K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.75% | $14M | 225.0K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 1.74% | $4M | 65.9K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 1.74% | $3M | 52.6K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 1.74% | $112M | 1.82M | Q1 2026OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 1.74% | $3M | 44.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 1.74% | $38M | 614.8K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 1.73% | $12M | 196.6K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.72% | $5M | 78.7K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 1.72% | $2M | 38.5K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.70% | $3M | 58.8K | Q2 2026 |
| CMG Global Holdings, LLC$210M AUM | 1.69% | $4M | 57.9K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 1.68% | $3M | 42.6K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.68% | $6M | 99.8K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.66% | $21M | 338.4K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 1.66% | $5M | 74.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 1.64% | $9M | 151.4K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 1.61% | $4M | 83.7K | Q2 2026 |
| BOS Asset Management, LLC$392M AUM | 1.60% | $6M | 102.4K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 1.60% | $4M | 67.5K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 1.59% | $9M | 150.9K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 1.59% | $4M | 63.1K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 1.58% | $5M | 51.8K | Q3 2025OLDER |
| Portman Square Capital LLP$2.6B AUM | 1.58% | $36M | 800.0K | Q4 2025OLDER |
| Zullo Investment Group, Inc.$264M AUM | 1.58% | $4M | 67.9K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 1.52% | $368M | 6.01M | Q1 2026OLDER |
| United Bank$301M AUM | 1.50% | $5M | 73.7K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 1.48% | $8M | 176.0K | Q4 2025OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 1.46% | $3M | 52.8K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 1.46% | $6M | 105.7K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 1.45% | $13M | 208.3K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 1.45% | $2M | 31.2K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 1.44% | $10M | 161.9K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 1.42% | $7M | 117.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 1.42% | $120M | 1.95M | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 1.40% | $13M | 207.9K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 1.40% | $96M | 1.56M | Q1 2026OLDER |
| Keystone Global Partners, LLC$265M AUM | 1.40% | $4M | 69.7K | Q2 2026 |
| Private Wealth Advisors, LLC$356M AUM | 1.38% | $5M | 80.0K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.37% | $2M | 29.5K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 1.37% | $16M | 255.5K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 1.36% | $7M | 122.1K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 1.36% | $10M | 159.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 1.36% | $7M | 116.0K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 1.35% | $2M | 40.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 1.35% | $197M | 3.22M | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 1.34% | $11M | 175.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 1.34% | $18M | 300.0K | Q1 2026OLDER |
| Trust Asset Management LLC$726M AUM | 1.33% | $10M | 404.2K | Q2 2026 |
| Silphium Asset Management Ltd$264M AUM | 1.32% | $3M | 56.9K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.31% | $40M | 646.5K | Q1 2026OLDER |
| Audent Global Asset Management, LLC$100M AUM | 1.31% | $1M | 17.1K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 1.28% | $3M | 49.9K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 1.27% | $2M | 39.5K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 1.27% | $3M | 42.2K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 1.27% | $3M | 41.8K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 1.26% | $3M | 50.9K | Q2 2026 |
| Randall & Associates Wealth Management$148M AUM | 1.25% | $2M | 19.3K | Q3 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 1.24% | $4M | 58.6K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 1.23% | $19M | 316.1K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 1.23% | $4M | 68.1K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 1.21% | $467M | 8.36M | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 1.21% | $6M | 97.9K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 1.21% | $1M | 20.0K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 1.20% | $3M | 46.7K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 1.19% | $2M | 41.6K | Q2 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.19% | $12M | 201.9K | Q1 2026OLDER |
| CROBAN$213M AUM | 1.19% | $3M | 41.3K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 1.19% | $2M | 38.0K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.18% | $6M | 93.6K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 1.18% | $61M | 1000.0K | Q1 2026OLDER |
| Morangie Management LLC$109M AUM | 1.18% | $1M | 20.9K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 1.18% | $14M | 224.8K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 1.17% | $2M | 27.4K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 1.17% | $4M | 66.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 1.17% | $33M | 539.3K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 1.15% | $2M | 35.0K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 1.15% | $2M | 35.8K | Q4 2025OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.14% | $4M | 58.7K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 1.14% | $13M | 215.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.14% | $10M | 169.6K | Q1 2026OLDER |
| SWS Partners$405M AUM | 1.14% | $5M | 75.5K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 1.14% | $4M | 63.7K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 1.13% | $3M | 44.4K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 1.13% | $2M | 26.2K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 1.13% | $1M | 27.3K | Q2 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 1.13% | $3M | 42.2K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 1.13% | $8M | 134.1K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.12% | $2M | 33.0K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 1.11% | $10M | 169.5K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.10% | $10M | 158.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.09% | $11M | 207.5K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 1.08% | $7M | 121.2K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.08% | $3M | 42.0K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.08% | $1M | 22.8K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 1.06% | $1M | 24.6K | Q2 2026 |
| Midwest Financial Group LLC$234M AUM | 1.05% | $2M | 40.3K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 1.04% | $1M | 21.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 1.04% | $2M | 31.5K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 1.03% | $1M | 18.4K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 1.03% | $9M | 150.9K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 1.03% | $2M | 35.4K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 1.03% | $3M | 55.1K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.03% | $2M | 25.3K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 1.03% | $1M | 25.1K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 1.03% | $3M | 52.9K | Q2 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 1.01% | $5M | 75.0K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 1.01% | $2M | 36.2K | Q4 2025OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 1.01% | $4M | 85.0K | Q4 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 1.00% | $4M | 58.0K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 1.00% | $5M | 75.3K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 1.00% | $3M | 65.2K | Q2 2026 |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.99% | $2M | 35.4K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.98% | $15M | 239.7K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 0.98% | $4M | 50.0K | Q3 2025OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.97% | $993,037 | 22.2K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.97% | $5M | 78.0K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.97% | $33M | 544.8K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 0.97% | $2M | 30.9K | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.96% | $5M | 80.0K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.94% | $1M | 22.0K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.94% | $1M | 22.3K | Q1 2026OLDER |
| Fairfield Financial Advisors, LTD$290M AUM | 0.94% | $3M | 44.4K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.93% | $3M | 46.9K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.92% | $5M | 90.8K | Q2 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.91% | $3M | 41.3K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.90% | $8M | 137.5K | Q2 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.90% | $8M | 142.5K | Q2 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.90% | $8M | 134.2K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.90% | $4M | 65.7K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.89% | $94M | 1.53M | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 0.89% | $6M | 97.0K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 0.88% | $2M | 31.8K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.88% | $1M | 17.3K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.87% | $34M | 3.8K | Q3 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.87% | $2M | 29.6K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.86% | $3M | 44.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.86% | $65M | 1.06M | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.86% | $3M | 47.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.86% | $661M | 10.79M | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 0.84% | $1M | 22.7K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.84% | $5M | 81.7K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.83% | $4M | 66.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.83% | $17M | 278.0K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.83% | $31M | 500.0K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.82% | $1M | 16.4K | Q3 2025OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.82% | $21M | 338.0K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.82% | $1M | 18.2K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.82% | $3M | 45.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.82% | $2.0B | 32.07M | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.81% | $3M | 56.7K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.81% | $15M | 164.5K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.81% | $485M | 7.92M | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.81% | $5M | 80.0K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.81% | $5M | 82.6K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.81% | $3M | 55.0K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.80% | $4M | 59.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.80% | $9M | 145.4K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 0.79% | $1M | 20.0K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.79% | $2M | 45.1K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.79% | $2M | 25.7K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.79% | $3M | 52.5K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.78% | $2M | 27.8K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.77% | $1M | 23.7K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.77% | $1M | 20.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.77% | $1.8B | 29.29M | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.75% | $800,423 | 13.1K | Q1 2026OLDER |
| Markin Asset Management, LP$117M AUM | 0.75% | $879,281 | 16.6K | Q2 2026 |
| Iyo Bank, Ltd.$281M AUM | 0.74% | $2M | 33.9K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 0.74% | $97M | 1.59M | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.74% | $5M | 74.2K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.73% | $1M | 19.1K | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 0.73% | $838,404 | 13.7K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.72% | $967,756 | 15.8K | Q1 2026OLDER |
| Blue Door Asset Management, LLC$159M AUM | 0.72% | $2M | 40.0K | Q4 2025OLDER |
| Bienville Capital Management, LLC$550M AUM | 0.72% | $4M | 64.9K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.72% | $1M | 20.7K | Q2 2026 |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 0.72% | $6M | 132.7K | Q4 2025OLDER |
| Fulcrum Equity Management$136M AUM | 0.71% | $973,559 | 18.3K | Q2 2026 |
| Lee Financial Co$709M AUM | 0.71% | $5M | 82.3K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.71% | $13M | 206.6K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.71% | $2M | 30.6K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.71% | $1M | 20.1K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.70% | $47M | 773.7K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.70% | $1M | 17.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.70% | $8M | 127.0K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.69% | $885,769 | 16.7K | Q2 2026 |
| Legacy Wealth Advisors, LLC$196M AUM | 0.69% | $1M | 22.2K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.69% | $3M | 49.4K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.69% | $2M | 29.5K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.69% | $2M | 37.2K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.69% | $11M | 187.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.68% | $144M | 1.61M | Q3 2025OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.68% | $18M | 296.3K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.68% | $902,566 | 14.7K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.68% | $910,244 | 15.3K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.68% | $7M | 129.4K | Q2 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.68% | $79M | 1.28M | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.68% | $9M | 140.3K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 0.68% | $2M | 38.2K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.68% | $998,837 | 16.3K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.68% | $1M | 19.2K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.67% | $934,275 | 15.3K | Q1 2026OLDER |
| Castellan Group$726M AUM | 0.67% | $5M | 79.6K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.67% | $16M | 264.7K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.67% | $2M | 38.2K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.67% | $1M | 18.4K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.66% | $6M | 70.0K | Q3 2025OLDER |
| Symmetry Investments LP$913M AUM | 0.66% | $6M | 98.6K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.66% | $784,504 | 14.8K | Q2 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.66% | $24M | 388.8K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.65% | $2M | 39.2K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.65% | $2M | 28.5K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.65% | $1M | 23.4K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.65% | $9M | 146.2K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.65% | $2M | 40.0K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.64% | $675,815 | 11.0K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.64% | $11M | 178.5K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.64% | $2M | 37.1K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 0.64% | $2M | 25.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.63% | $14M | 233.0K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.63% | $1M | 24.5K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.63% | $3M | 49.4K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.63% | $3M | 51.6K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.63% | $3M | 60.6K | Q2 2026 |
| Stillwater Capital Advisors, LLC$876M AUM | 0.63% | $6M | 89.8K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.63% | $40M | 660.6K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.62% | $12M | 188.2K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.61% | $6M | 98.1K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.61% | $2M | 28.7K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.61% | $6M | 95.2K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.60% | $30M | 483.8K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.60% | $5M | 89.1K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.60% | $4M | 58.5K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.60% | $1M | 20.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.60% | $35M | 593.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.60% | $1M | 16.7K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.59% | $952,171 | 15.5K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.59% | $16M | 309.9K | Q2 2026 |
| SOL Capital Management CO$206M AUM | 0.59% | $6,609 | 147.8K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.59% | $15M | 287.6K | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.59% | $91M | 1.49M | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.59% | $918,961 | 15.0K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.59% | $901,279 | 14.7K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.59% | $721,030 | 11.8K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.58% | $4M | 59.9K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.58% | $3M | 45.2K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.57% | $3M | 42.1K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.57% | $706,818 | 11.5K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.57% | $19M | 364.5K | Q2 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.57% | $2M | 36.8K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.57% | $708,204 | 11.6K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.57% | $6M | 96.7K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 0.57% | $1M | 27.1K | Q2 2026 |
| West Financial Advisors, LLC$659M AUM | 0.56% | $4M | 69.8K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.56% | $1M | 18.1K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.56% | $1M | 20.0K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.56% | $1M | 19.9K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.56% | $930,000 | 15.2K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.55% | $5M | 84.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.55% | $4M | 59.1K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.55% | $7M | 107.5K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.54% | $1M | 17.4K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.54% | $5M | 101.8K | Q2 2026 |
| Peak Planning Group, LLC$228M AUM | 0.54% | $1M | 14.1K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.54% | $23M | 380.6K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.54% | $3M | 50.0K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.54% | $5M | 85.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.54% | $2M | 39.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.54% | $20M | 319.8K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.53% | $851,550 | 13.9K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.53% | $2M | 39.0K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.53% | $1M | 20.1K | Q2 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.53% | $2M | 39.3K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.53% | $200M | 3.27M | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.52% | $2M | 43.0K | Q2 2026 |
| Bank of Marin$137M AUM | 0.52% | $713,924 | 11.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.52% | $3M | 55.0K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.52% | $1M | 17.6K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.52% | $2M | 30.9K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.51% | $4M | 65.9K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 0.51% | $4M | 64.0K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.51% | $11M | 173.0K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.51% | $2M | 38.0K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.51% | $15M | 240.3K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.51% | $709,234 | 11.6K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.51% | $1M | 23.8K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.50% | $604,024 | 9.9K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.50% | $2M | 29.1K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.50% | $3M | 46.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.50% | $11M | 179.0K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.50% | $188M | 3.07M | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.50% | $808,544 | 13.2K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.50% | $803,811 | 13.1K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.49% | $2M | 27.5K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.49% | $1M | 17.3K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.49% | $2M | 37.6K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.49% | $544,540 | 8.9K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.49% | $827,439 | 13.5K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.48% | $1M | 22.9K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.48% | $2M | 36.1K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.48% | $637,349 | 10.4K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.48% | $2M | 25.3K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 0.48% | $501,939 | 8.2K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.48% | $8M | 131.3K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.48% | $1M | 22.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.48% | $93M | 1.52M | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.47% | $5M | 84.2K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.47% | $879,449 | 14.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.47% | $7M | 125.8K | Q2 2026 |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.47% | $1M | 22.1K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.47% | $2M | 32.2K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.47% | $2M | 25.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.47% | $4.2B | 68.39M | Q1 2026OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 0.47% | $4M | 100.0K | Q4 2025OLDER |
| VestGen Investment Management$181M AUM | 0.46% | $842,080 | 13.7K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.46% | $682,363 | 11.1K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.46% | $520,710 | 8.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.46% | $393M | 6.42M | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.46% | $1M | 16.8K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.46% | $2M | 30.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.46% | $10M | 157.9K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.46% | $812,185 | 13.3K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.45% | $813,953 | 13.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.45% | $8M | 123.8K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.45% | $612,600 | 10.0K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.45% | $630,761 | 10.3K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.45% | $2M | 810.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.45% | $1M | 17.9K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.44% | $2M | 35.1K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.44% | $1M | 21.2K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.44% | $3M | 52.1K | Q2 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.44% | $75M | 1.22M | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.44% | $1M | 20.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.44% | $13M | 212.9K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.44% | $1M | 20.4K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.44% | $3M | 39.0K | Q3 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.44% | $1M | 13.4K | Q3 2025OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 0.44% | $977,036 | 15.9K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.44% | $1M | 22.0K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.43% | $1M | 16.8K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.43% | $617,845 | 10.8K | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 0.43% | $2M | 30.7K | Q1 2026OLDER |
| Wealth Care LLC$123M AUM | 0.43% | $531,100 | 10.0K | Q2 2026 |
| Commerce Advisors, LLC$119M AUM | 0.43% | $511,226 | 8.3K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.43% | $884,104 | 14.4K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.43% | $2M | 36.2K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.43% | $5M | 86.5K | Q2 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.43% | $2M | 39.2K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 0.43% | $607,817 | 9.9K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.42% | $2M | 29.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.42% | $1.8B | 28.64M | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.42% | $3M | 53.0K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.42% | $609,189 | 9.9K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.42% | $1M | 16.6K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.42% | $3M | 47.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.42% | $3M | 52.1K | Q1 2026OLDER |
| ABBINGTON INVESTMENT GROUP$172M AUM | 0.42% | $714,270 | 11.7K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.41% | $871,050 | 14.2K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 0.41% | $803,289 | 15.1K | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.41% | $321M | 5.25M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.41% | $367M | 6.00M | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.41% | $1M | 17.9K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.41% | $4M | 61.9K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.41% | $970,358 | 15.8K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.41% | $424,470 | 6.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.