XLFSELECT SECTOR SPDR TR
CUSIP 81369Y605 · Yahoo Finance ↗ · Google Finance ↗
Select Sector Spdr Tr (XLF) has 1,819 institutional holders in Filings Flow’s 13F database, together reporting 744.91M shares worth $35.6B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Bank Of America Corp /De/, and Wells Fargo & Company/Mn.
Institutional Holders
1,819
Q1 2026
Reported Value
$35.6B
Ticker
XLF
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TIFF ADVISORY SERVICES, LLC$444M AUM | 17.35% | $77M | 1.56M | Q1 2026OLDER |
| Marks Wealth, LLC$380M AUM | 12.29% | $37M | 670.4K | Q4 2025OLDER |
| EMG Holdings, L.P.$397M AUM | 10.12% | $27M | 500.0K | Q3 2025OLDER |
| IMZ Advisory Inc$316M AUM | 9.35% | $30M | 551.0K | Q2 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 9.25% | $383M | 7.76M | Q1 2026OLDER |
| III Capital Management$344M AUM | 8.40% | $57M | 1.03M | Q4 2025OLDER |
| Bayview Asset Management, LLC$260M AUM | 8.30% | $22M | 437.0K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 8.10% | $99M | 2.01M | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 7.92% | $18M | 361.6K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 7.87% | $38M | 765.8K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 7.73% | $21M | 431.7K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 6.97% | $129M | 2.62M | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 5.89% | $9M | 185.5K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 5.84% | $26M | 500.0K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 5.57% | $27M | 510.4K | Q3 2025OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 5.56% | $9M | 172.4K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 5.46% | $16M | 291.8K | Q2 2026 |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 5.44% | $52M | 950.0K | Q4 2025OLDER |
| Bellwether Advisors, LLC$590M AUM | 5.35% | $32M | 639.5K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 5.26% | $7M | 141.5K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 5.21% | $6M | 124.7K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 5.01% | $31M | 560.7K | Q4 2025OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 5.00% | $33M | 669.6K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 4.76% | $8M | 154.8K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 4.65% | $71M | 1.44M | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 4.60% | $23M | 471.0K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 4.59% | $11M | 217.8K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 4.42% | $7M | 144.1K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 4.37% | $1.7B | 32.28M | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 4.36% | $20M | 405.3K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 4.25% | $6M | 118.7K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 4.24% | $5M | 93.7K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 4.21% | $33M | 673.6K | Q1 2026OLDER |
| Rezny Wealth Management, Inc.$464M AUM | 4.15% | $19M | 390.6K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 4.04% | $234M | 4.26M | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 3.96% | $5M | 107.1K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 3.86% | $247M | 5.01M | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 3.73% | $7M | 127.4K | Q3 2025OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 3.59% | $9M | 175.1K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 3.55% | $17M | 342.4K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 3.44% | $12M | 248.0K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 3.35% | $33M | 666.7K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 3.24% | $11M | 200.0K | Q4 2025OLDER |
| 5th Street Advisors, LLC$232M AUM | 3.09% | $7M | 145.3K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 3.09% | $12M | 219.9K | Q4 2025OLDER |
| Maxele Advisors, LLC$123M AUM | 2.95% | $4M | 66.2K | Q4 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 2.92% | $49M | 1.00M | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 2.84% | $14M | 275.3K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 2.83% | $5M | 93.1K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 2.83% | $6M | 127.2K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 2.82% | $15M | 273.0K | Q4 2025OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 2.80% | $45M | 919.2K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 2.78% | $5M | 105.5K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 2.77% | $7M | 120.1K | Q4 2025OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 2.72% | $9M | 172.6K | Q2 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 2.68% | $6M | 124.4K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 2.64% | $4M | 69.2K | Q2 2026 |
| Norris Financial Group, LLC$108M AUM | 2.63% | $4M | 105.3K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 2.62% | $20M | 405.5K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 2.60% | $491M | 9.94M | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.60% | $3M | 64.9K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 2.60% | $8M | 153.9K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 2.57% | $94M | 1.91M | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 2.56% | $21M | 426.6K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 2.51% | $7M | 122.7K | Q3 2025OLDER |
| McCollum Christoferson Group LLC$333M AUM | 2.49% | $8M | 179.8K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 2.44% | $4M | 76.7K | Q1 2026OLDER |
| Comprehensive Wealth Management, LLC$198M AUM | 2.38% | $5M | 95.4K | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 2.37% | $5M | 97.6K | Q3 2025OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 2.34% | $73M | 1.49M | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 2.32% | $4M | 90.1K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 2.31% | $42M | 778.0K | Q3 2025OLDER |
| SHUTTLEWORTH & Co$111M AUM | 2.27% | $3M | 50.8K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 2.26% | $3M | 51.3K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 2.25% | $4M | 81.5K | Q4 2025OLDER |
| Massachusetts Wealth Management$231M AUM | 2.23% | $5M | 104.4K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 2.21% | $3M | 52.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.18% | $29M | 537.3K | Q2 2026 |
| Dai-ichi Life Holdings, Inc.$104M AUM | 2.18% | $2M | 41.8K | Q3 2025OLDER |
| Clarity Financial LLC$919M AUM | 2.16% | $20M | 402.3K | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 2.13% | $3M | 54.0K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 2.11% | $5M | 99.4K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 2.11% | $3M | 62.6K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 2.10% | $3M | 60.9K | Q4 2025OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 2.09% | $2M | 47.2K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 2.08% | $8M | 152.0K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 2.07% | $3M | 52.6K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 2.07% | $7M | 124.5K | Q4 2025OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 2.06% | $22M | 438.1K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 2.04% | $8M | 157.4K | Q3 2025OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 2.04% | $5M | 93.4K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 2.03% | $3M | 65.5K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 2.02% | $3M | 58.3K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 2.01% | $5M | 107.1K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 1.99% | $4M | 82.5K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 1.96% | $5M | 98.4K | Q3 2025OLDER |
| Tepp RIA, LLC$128M AUM | 1.95% | $2M | 50.4K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 1.93% | $4M | 84.1K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 1.93% | $3M | 70.0K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 1.93% | $3M | 61.0K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 1.92% | $3M | 65.6K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 1.90% | $17M | 337.2K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 1.88% | $4M | 66.1K | Q4 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 1.86% | $13M | 259.7K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 1.84% | $91M | 1.84M | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.81% | $5M | 96.8K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 1.79% | $85M | 1.72M | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 1.79% | $163M | 3.30M | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.76% | $9M | 186.4K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 1.74% | $4M | 70.7K | Q3 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 1.72% | $44M | 825.5K | Q2 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 1.72% | $65M | 1.32M | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 1.71% | $3M | 63.3K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 1.70% | $3M | 55.9K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 1.70% | $3M | 56.8K | Q4 2025OLDER |
| Lumbard & Kellner, LLC$289M AUM | 1.69% | $5M | 98.7K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 1.69% | $2M | 42.9K | Q2 2026 |
| Perbak Capital Partners LLP$406M AUM | 1.65% | $9M | 174.4K | Q3 2025OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.64% | $4M | 79.3K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 1.61% | $2M | 33.8K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 1.59% | $5M | 108.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 1.58% | $1.2B | 22.70M | Q4 2025OLDER |
| Focused Wealth Management, Inc$964M AUM | 1.57% | $15M | 305.8K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 1.56% | $9M | 191.7K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.56% | $3M | 53.3K | Q2 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 1.55% | $3M | 54.3K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 1.54% | $2M | 32.6K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 1.53% | $2M | 48.1K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 1.51% | $2M | 43.0K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 1.51% | $6M | 130.3K | Q1 2026OLDER |
| Essex LLC$566M AUM | 1.50% | $9M | 172.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 1.49% | $27M | 546.6K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 1.49% | $27M | 545.0K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 1.48% | $19M | 385.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 1.48% | $2M | 31.8K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.47% | $2M | 35.2K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 1.47% | $3M | 53.3K | Q2 2026 |
| Vivid Wealth Management, LLC$247M AUM | 1.45% | $4M | 72.5K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.45% | $4M | 82.0K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 1.44% | $5M | 103.9K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 1.44% | $2M | 45.8K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 1.42% | $4M | 73.8K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.41% | $3M | 54.7K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.41% | $42M | 860.0K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 1.40% | $2M | 39.1K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.38% | $24M | 478.4K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.38% | $2M | 41.0K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 1.38% | $2M | 39.7K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 1.36% | $6M | 114.0K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 1.36% | $25M | 509.5K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.35% | $4M | 74.5K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.34% | $4M | 75.6K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 1.34% | $324M | 6.56M | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 1.34% | $12M | 253.0K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 1.33% | $2M | 30.7K | Q2 2026 |
| Redwood Financial Network Corp$153M AUM | 1.33% | $2M | 41.2K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.33% | $6M | 113.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 1.33% | $5M | 98.8K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 1.31% | $2M | 39.4K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 1.29% | $8M | 168.2K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 1.28% | $2M | 48.9K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 1.28% | $2M | 44.1K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 1.28% | $4M | 82.3K | Q2 2026 |
| Phillips Wealth Planners LLC$133M AUM | 1.26% | $2M | 32.8K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 1.26% | $2M | 42.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 1.26% | $10M | 196.1K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 1.26% | $2M | 40.4K | Q2 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 1.25% | $10M | 196.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 1.25% | $673M | 13.63M | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 1.25% | $3M | 53.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.24% | $7M | 137.4K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 1.24% | $14M | 282.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 1.24% | $140M | 2.83M | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.22% | $11M | 224.6K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 1.21% | $2M | 45.8K | Q3 2025OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.19% | $2M | 31.7K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 1.18% | $2M | 32.8K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 1.18% | $3M | 68.8K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.18% | $16M | 317.9K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 1.17% | $4M | 73.5K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 1.17% | $3M | 63.7K | Q2 2026 |
| Krilogy Financial LLC$3.1B AUM | 1.16% | $36M | 692.6K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 1.16% | $2M | 44.3K | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 1.16% | $17M | 350.1K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.15% | $4M | 72.8K | Q2 2026 |
| CWC Advisors, LLC.$210M AUM | 1.14% | $2M | 48.7K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 1.14% | $2M | 48.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.13% | $3M | 69.4K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 1.13% | $6M | 116.3K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 1.12% | $2M | 38.9K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 1.12% | $642M | 13.00M | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 1.12% | $5M | 91.8K | Q4 2025OLDER |
| Audent Global Asset Management, LLC$100M AUM | 1.11% | $1M | 16.8K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 1.11% | $3M | 61.1K | Q3 2025OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.11% | $14M | 280.9K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.11% | $2M | 38.8K | Q3 2025OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 1.10% | $3M | 54.9K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.10% | $5M | 109.7K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 1.09% | $2M | 39.9K | Q4 2025OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 1.08% | $10M | 200.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 1.08% | $20M | 412.7K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 1.08% | $114M | 2.30M | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.06% | $4M | 78.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 1.05% | $4M | 83.5K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 1.05% | $1M | 21.6K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 1.05% | $1M | 23.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 1.04% | $161M | 3.26M | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.04% | $9M | 184.5K | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 1.04% | $123M | 2.50M | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 1.03% | $5M | 83.4K | Q4 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.03% | $6M | 120.2K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 1.03% | $9M | 189.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 1.03% | $2.5B | 49.94M | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 1.03% | $32M | 595.0K | Q4 2025OLDER |
| Ipsen Advisor Group LLC$143M AUM | 1.02% | $1M | 29.4K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 1.01% | $2M | 44.5K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.01% | $5M | 93.8K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 1.00% | $257M | 4.70M | Q4 2025OLDER |
| Value Investment Professionals, LLC$119M AUM | 1.00% | $1M | 22.2K | Q2 2026 |
| Counterweight Ventures, LLC$178M AUM | 1.00% | $2M | 36.1K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 1.00% | $2M | 32.9K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 1.00% | $9M | 189.1K | Q1 2026OLDER |
| MKP Capital Management, L.L.C.$3.0B AUM | 1.00% | $28M | 511.3K | Q4 2025OLDER |
| Advisory Resource Group$581M AUM | 0.99% | $6M | 117.1K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.99% | $11M | 218.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.99% | $2M | 40.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.98% | $3M | 59.9K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.98% | $4M | 80.5K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.97% | $11M | 226.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.97% | $7M | 142.2K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.97% | $3M | 68.9K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.96% | $1M | 23.0K | Q2 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 0.96% | $2M | 35.7K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.95% | $2M | 38.8K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.95% | $3M | 62.8K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 0.95% | $5M | 100.0K | Q4 2025OLDER |
| Swan Global Investments, LLC$3.0B AUM | 0.94% | $28M | 571.0K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.94% | $1M | 29.3K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.93% | $2M | 80.0K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 0.93% | $2M | 49.8K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.92% | $2M | 34.0K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.92% | $2M | 49.3K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.92% | $1M | 28.8K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.92% | $962,912 | 19.5K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.91% | $9M | 192.0K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.91% | $7M | 148.5K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.89% | $3M | 52.7K | Q3 2025OLDER |
| APS Management Group, Inc.$117M AUM | 0.89% | $1M | 21.0K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.88% | $1M | 21.7K | Q2 2026 |
| Transcendent Capital Group LLC$219M AUM | 0.88% | $2M | 35.4K | Q4 2025OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.86% | $2M | 46.3K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.86% | $2M | 41.4K | Q4 2025OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.86% | $2M | 35.0K | Q4 2025OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.86% | $2M | 41.3K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.85% | $3M | 65.8K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.85% | $2M | 31.6K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.85% | $7M | 137.6K | Q3 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.85% | $3M | 61.0K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.84% | $5M | 100.0K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.83% | $6M | 113.0K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.82% | $56M | 1.14M | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.81% | $24M | 482.1K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.81% | $93M | 1.89M | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.81% | $28M | 561.9K | Q1 2026OLDER |
| PointState Capital LP$7.9B AUM | 0.80% | $54M | 1.00M | Q3 2025OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.80% | $21M | 429.9K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.80% | $3M | 61.5K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.79% | $7M | 131.9K | Q2 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.79% | $55M | 1.01M | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.79% | $33M | 659.3K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.78% | $8M | 169.1K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.78% | $3M | 52.4K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.78% | $56M | 1.05M | Q2 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.76% | $1M | 23.6K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.75% | $2M | 30.8K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.75% | $3M | 57.0K | Q3 2025OLDER |
| Leslie Global Wealth, LLC$190M AUM | 0.75% | $2M | 29.6K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.75% | $2M | 48.6K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.74% | $3M | 63.2K | Q2 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.73% | $10M | 209.7K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.73% | $2M | 42.6K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.73% | $973,379 | 19.7K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.72% | $3M | 56.5K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.71% | $4M | 71.3K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 0.71% | $3M | 61.0K | Q3 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.70% | $37M | 740.2K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.70% | $747,459 | 14.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.69% | $17M | 334.5K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.69% | $1M | 24.1K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.69% | $12M | 247.7K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.68% | $6M | 103.2K | Q2 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.68% | $15M | 302.0K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.68% | $1M | 22.0K | Q2 2026 |
| Court Place Advisors, LLC$332M AUM | 0.68% | $2M | 41.7K | Q3 2025OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.67% | $6M | 123.3K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.67% | $3M | 64.8K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.67% | $7M | 142.3K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.66% | $10M | 207.7K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.66% | $6M | 126.0K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.66% | $2M | 36.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.66% | $146M | 2.97M | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.66% | $4M | 75.1K | Q1 2026OLDER |
| Point Windward Advisors Inc.$200M AUM | 0.65% | $1M | 26.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.65% | $483M | 9.79M | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.65% | $6M | 123.6K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.65% | $853,874 | 17.3K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.65% | $2M | 39.6K | Q2 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.65% | $5M | 90.5K | Q4 2025OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.64% | $135M | 2.74M | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.63% | $3M | 51.2K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.63% | $5M | 95.0K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.63% | $5M | 111.1K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.63% | $20M | 405.8K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.62% | $2M | 37.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.62% | $625,172 | 12.7K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.62% | $5M | 102.8K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.62% | $3M | 53.3K | Q2 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.62% | $5M | 86.2K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.62% | $4M | 81.3K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.61% | $962,912 | 19.5K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.61% | $3M | 56.3K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.61% | $8M | 155.4K | Q1 2026OLDER |
| JBGlobal.com LLC$114M AUM | 0.61% | $692,695 | 12.9K | Q2 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.61% | $69M | 1.41M | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.60% | $935,660 | 19.0K | Q1 2026OLDER |
| Morangie Management LLC$109M AUM | 0.60% | $650,770 | 13.2K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.60% | $2M | 38.3K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.59% | $7M | 151.3K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 0.59% | $772,521 | 15.6K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.59% | $1M | 23.9K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.59% | $1M | 23.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.59% | $3M | 68.4K | Q1 2026OLDER |
| Cannon Capital Management, Inc.$123M AUM | 0.59% | $727,969 | 14.7K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.59% | $21M | 427.3K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.59% | $3M | 67.1K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.58% | $875,083 | 17.7K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.58% | $5M | 102.7K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.57% | $816,530 | 16.5K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.57% | $3M | 48.5K | Q4 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.57% | $915,122 | 18.5K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.57% | $609,700 | 210.0K | Q4 2025OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.57% | $728,177 | 13.1K | Q2 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.57% | $2M | 30.6K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.56% | $953,088 | 19.3K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.56% | $881,313 | 16.4K | Q3 2025OLDER |
| Boltwood Capital Management$436M AUM | 0.56% | $2M | 45.6K | Q2 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.56% | $579,170 | 11.7K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.56% | $979,116 | 19.8K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.56% | $4M | 90.3K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.56% | $5M | 105.3K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.56% | $6M | 109.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.55% | $69M | 1.39M | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.55% | $3M | 53.2K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.54% | $1M | 24.8K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.53% | $892,000 | 18.1K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.53% | $1M | 23.5K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.53% | $1M | 28.5K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.53% | $14M | 253.9K | Q2 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.53% | $4M | 71.3K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.52% | $1.2B | 24.93M | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.52% | $3M | 49.7K | Q2 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.52% | $6M | 125.3K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.52% | $1M | 22.2K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.52% | $2M | 34.5K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.52% | $684,610 | 12.8K | Q2 2026 |
| Windsor Capital Management, LLC$385M AUM | 0.51% | $2M | 36.9K | Q2 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.51% | $925,244 | 18.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.51% | $5M | 99.8K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.50% | $1M | 22.5K | Q2 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.50% | $74M | 1.49M | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.50% | $11M | 227.5K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.50% | $1M | 21.8K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.50% | $2M | 38.7K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.50% | $692,807 | 14.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.50% | $11M | 228.8K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.49% | $763,782 | 15.5K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.49% | $562,966 | 11.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.49% | $9M | 173.7K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.49% | $742,961 | 13.5K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.49% | $10M | 208.1K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.49% | $1M | 30.2K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.49% | $1M | 26.8K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.49% | $3M | 51.0K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 0.48% | $786,114 | 14.4K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.48% | $1M | 27.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.48% | $22M | 449.9K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.48% | $1M | 20.7K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.48% | $9M | 165.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.48% | $1M | 26.5K | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.48% | $14M | 283.6K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.48% | $798,546 | 16.2K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.48% | $18M | 367.8K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.47% | $1M | 28.8K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.47% | $529,150 | 10.7K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 0.47% | $510,041 | 10.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.47% | $2.5B | 50.07M | Q2 2026 |
| JBR Co Financial Management Inc$274M AUM | 0.46% | $1M | 23.8K | Q2 2026 |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.46% | $979,797 | 19.8K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.46% | $2M | 47.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.46% | $413M | 8.37M | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.46% | $1M | 24.4K | Q4 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.46% | $2M | 44.8K | Q4 2025OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.46% | $3M | 66.5K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.46% | $1M | 26.3K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.45% | $838,203 | 17.0K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.45% | $734,329 | 14.9K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.45% | $2M | 31.4K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.45% | $14M | 292.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.45% | $7.0B | 144.99M | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.45% | $940,597 | 19.1K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.45% | $647,249 | 13.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.45% | $162M | 3.27M | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.45% | $2M | 40.7K | Q1 2026OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.44% | $13M | 255.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.44% | $124M | 2.51M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.44% | $12M | 252.4K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.44% | $1M | 21.7K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.44% | $1M | 25.2K | Q2 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.44% | $627,136 | 12.7K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.44% | $1M | 25.2K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.44% | $928,968 | 18.8K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.43% | $762,389 | 15.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.43% | $32M | 641.4K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.43% | $566,253 | 11.5K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.43% | $12M | 248.4K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.43% | $4M | 73.5K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.43% | $638,503 | 12.9K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.43% | $2M | 36.2K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.43% | $534,234 | 10.8K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.43% | $95M | 1.93M | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.43% | $1M | 22.5K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.42% | $1M | 23.8K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.42% | $888,484 | 18.0K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.42% | $576,071 | 10.5K | Q4 2025OLDER |
| True Vision MN LLC$194M AUM | 0.42% | $822,800 | 16.7K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.42% | $654,656 | 12.2K | Q2 2026 |
| Signature Wealth Management Partners, LLC$199M AUM | 0.42% | $833,988 | 16.9K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.42% | $2M | 37.8K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.41% | $10M | 180.0K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.41% | $44M | 884.9K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.41% | $733,385 | 13.7K | Q2 2026 |
| BOCHK Asset Management Ltd$483M AUM | 0.41% | $2M | 40.0K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.41% | $1M | 28.3K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.41% | $839,838 | 15.3K | Q4 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.41% | $5M | 88.6K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.41% | $2M | 47.0K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.40% | $1M | 29.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.40% | $14M | 293.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.40% | $12M | 243.7K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.40% | $3M | 58.9K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.40% | $14M | 281.4K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.40% | $2M | 38.5K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.39% | $17M | 337.9K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.39% | $2M | 40.6K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.39% | $785,329 | 15.9K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.39% | $609,754 | 11.1K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.38% | $832,378 | 16.9K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.38% | $752,942 | 15.3K | Q1 2026OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.38% | $608,754 | 11.8K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 0.38% | $672,633 | 13.6K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.38% | $870,509 | 17.6K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.38% | $539,580 | 10.9K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.38% | $1M | 21.6K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.38% | $2M | 33.8K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.38% | $812,704 | 16.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.38% | $6M | 116.5K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.37% | $723,778 | 13.9K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.37% | $1M | 29.6K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 0.37% | $541,016 | 10.0K | Q3 2025OLDER |
| Brightwater Advisory LLC$151M AUM | 0.37% | $557,211 | 11.3K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.37% | $5M | 108.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.37% | $2.3B | 45.98M | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.37% | $2M | 36.3K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.37% | $3M | 51.6K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.36% | $3M | 52.5K | Q1 2026OLDER |
| Galaxy Digital Inc.$1.2B AUM | 0.36% | $4M | 85.0K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.36% | $857,085 | 43.1K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.36% | $2M | 28.0K | Q4 2025OLDER |
| First Growth Capital LLC$111M AUM | 0.36% | $398,140 | 8.1K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.36% | $630,209 | 12.8K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.36% | $1M | 24.4K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 0.36% | $660,088 | 13.3K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.35% | $13M | 266.2K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.35% | $779,700 | 15.8K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.35% | $883,948 | 17.9K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.35% | $704,729 | 14.3K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.35% | $1M | 23.2K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.35% | $73M | 1.36M | Q3 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.35% | $3M | 58.4K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.35% | $2M | 36.6K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.35% | $10M | 200.0K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.34% | $1M | 29.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.34% | $2M | 38.5K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.34% | $5M | 103.2K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.34% | $404,291 | 8.2K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.34% | $3M | 60.0K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.34% | $6M | 128.1K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.34% | $4M | 76.0K | Q3 2025OLDER |
| Severin Investments, LLC$116M AUM | 0.34% | $390,382 | 7.9K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.33% | $867,953 | 16.1K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.