SEC 13F Intelligence

XLPSELECT SECTOR SPDR TR

CUSIP 81369Y308 · Yahoo Finance ↗ · Google Finance ↗

Select Sector Spdr Tr (XLP) has 1,232 institutional holders in Filings Flow’s 13F database, together reporting 177.78M shares worth $14.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Susquehanna International Group, LLP, and Citigroup Inc.

Institutional Holders
1,232
Q1 2026
Reported Value
$14.1B
Ticker
XLP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 576Q4 ’18Q1 ’19: 586Q2 ’19: 608Q2 ’19Q3 ’19: 628Q2 ’21: 786Q2 ’21Q4 ’21: 893Q4 ’22: 1,031Q4 ’22Q4 ’25: 1,181Q1 ’26: 1,232Q1 ’26Q2 ’26: 113filingsflow.com
Total reported value
Q4 ’18: $59.4BQ4 ’18Q1 ’19: $131.3BQ2 ’19: $151.7BQ2 ’19Q3 ’19: $151.0BQ2 ’21: $31.0BQ2 ’21Q4 ’21: $55.5BQ4 ’22: $6.4BQ4 ’22Q4 ’25: $14.9BQ1 ’26: $14.1BQ1 ’26Q2 ’26: $640Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SPX Gestao de Recursos Ltda$1.2B AUM9.98%$120M1.47MQ1 2026OLDER
STRATEGIC ADVISORY PARTNERS, LLC$127M AUM7.02%$9M108.8KQ1 2026OLDER
Volterra Technologies LP$823M AUM6.74%$55M676.2KQ1 2026OLDER
LifePlan Financial, LLC$135M AUM6.65%$9M109.8KQ1 2026OLDER
Niles Investment Management, LLC$111M AUM5.89%$7M80.0KQ1 2026OLDER
Arta Finance Wealth Management LLC$202M AUM5.79%$12M143.0KQ1 2026OLDER
Biltmore Wealth Management, LLC$281M AUM5.67%$16M194.4KQ1 2026OLDER
WestEnd Advisors, LLC$4.1B AUM5.60%$232M2.83MQ1 2026OLDER
Madison Park Capital Advisors, LLC$140M AUM5.35%$8M25.9KQ2 2026
WFA Asset Management Corp$184M AUM5.22%$10M115.7KQ3 2025OLDER
American National Bank of Texas$105M AUM4.76%$5M60.9KQ1 2026OLDER
Ameraudi Asset Management, Inc.$184M AUM4.33%$8M97.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM4.02%$16M199.4KQ1 2026OLDER
Split Rock Private Trading & Wealth Management, LLC$129M AUM3.95%$5M62.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM3.93%$606M7.39MQ1 2026OLDER
Advocate Investing Services LLC$118M AUM3.91%$5M56.3KQ1 2026OLDER
Elliott Investment Management L.P.$20.1B AUM3.73%$749M9.14MQ1 2026OLDER
Northstar Advisory Group, LLC$269M AUM3.71%$10M121.7KQ1 2026OLDER
Valence8 US LP$286M AUM3.71%$11M129.4KQ1 2026OLDER
Trust Asset Management LLC$726M AUM3.67%$27M399.9KQ2 2026
IMZ Advisory Inc$316M AUM3.66%$12M139.2KQ2 2026
Conservest Capital Advisors, Inc.$1.1B AUM3.53%$39M475.1KQ1 2026OLDER
Rothschild Capital Partners, LLC$408M AUM3.41%$14M169.8KQ1 2026OLDER
One Wealth Map LLC$213M AUM3.25%$7M82.1KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM3.22%$37M449.6KQ1 2026OLDER
THOR TRADING ADVISORS, LLC$241M AUM3.08%$7M90.6KQ1 2026OLDER
Sharper & Granite LLC$293M AUM2.96%$9M105.6KQ1 2026OLDER
Client First Investment Management LLC$237M AUM2.93%$6M68.7KQ1 2026OLDER
NORTHLAND SECURITIES, INC.$105M AUM2.77%$3M35.5KQ1 2026OLDER
PeakShares LLC$109M AUM2.72%$3M36.2KQ1 2026OLDER
Client First Capital LLC$231M AUM2.65%$6M74.5KQ1 2026OLDER
Independence Wealth Advisors, LLC$188M AUM2.62%$5M60.0KQ1 2026OLDER
Sage Capital Management, LLC$213M AUM2.60%$6M67.5KQ1 2026OLDER
THEORY FINANCIAL LLC$285M AUM2.53%$7M88.0KQ1 2026OLDER
Compass Wealth Management, LLC/GA$234M AUM2.53%$6M72.3KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM2.53%$13M154.7KQ1 2026OLDER
Econ Financial Services Corp$215M AUM2.46%$5M63.0KQ3 2025OLDER
LightSquare Wealth Management, LLC$133M AUM2.35%$3M38.3KQ1 2026OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM2.22%$3M33.5KQ2 2026
Risk Paradigm Group, LLC$117M AUM2.16%$3M30.9KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM2.14%$4M45.7KQ1 2026OLDER
Mission Hills Financial Advisory, LLC$195M AUM2.12%$4M50.6KQ1 2026OLDER
Private Wealth Advisors, LLC$356M AUM2.06%$7M89.4KQ1 2026OLDER
GREENWOOD GEARHART LLC$1.8B AUM2.06%$38M463.6KQ1 2026OLDER
EWG Elevate Inc.$320M AUM1.98%$6M80.9KQ3 2025OLDER
HANSEATIC MANAGEMENT SERVICES INC$104M AUM1.95%$2M24.9KQ1 2026OLDER
Cooksen Wealth, LLC$138M AUM1.94%$3M32.6KQ1 2026OLDER
MATAURO, LLC$692M AUM1.92%$13M162.2KQ1 2026OLDER
Rockport Wealth LLC$549M AUM1.90%$10M127.6KQ1 2026OLDER
WT Wealth Management$336M AUM1.88%$7M84.1KQ4 2025OLDER
BlueStem Wealth Partners, LLC$900M AUM1.82%$16M200.2KQ1 2026OLDER
Targeted Financial Services LLC$122M AUM1.80%$2M26.8KQ1 2026OLDER
PRUDENT INVESTORS NETWORK, INC.$459M AUM1.77%$8M99.3KQ1 2026OLDER
INNEALTA CAPITAL, LLC$161M AUM1.71%$3M33.5KQ1 2026OLDER
111 Capital$406M AUM1.69%$8M99.7KQ4 2025OLDER
Carolina Wealth Advisors, LLC$255M AUM1.69%$4M51.9KQ2 2026
Markin Asset Management, LP$117M AUM1.68%$2M23.7KQ2 2026
Saudi Central Bank$4.7B AUM1.67%$79M963.6KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM1.62%$215M2.62MQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM1.61%$6M72.1KQ1 2026OLDER
Passaic Partners LLC$1.1B AUM1.61%$17M209.8KQ1 2026OLDER
CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM1.61%$2M27.0KQ1 2026OLDER
Galvin, Gaustad & Stein, LLC$1.2B AUM1.60%$20M243.3KQ1 2026OLDER
JBGlobal.com LLC$114M AUM1.59%$2M21.9KQ2 2026
DeepCurrents Investment Group LLC$3.1B AUM1.58%$49M6.0KQ1 2026OLDER
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM1.56%$329M4.01MQ1 2026OLDER
Innova Wealth Partners$211M AUM1.54%$3M39.8KQ1 2026OLDER
FORONJY FINANCIAL LLC$241M AUM1.53%$4M44.8KQ1 2026OLDER
Fluent Financial, LLC$280M AUM1.51%$4M50.7KQ1 2026OLDER
Concord Investment Counsel Inc.$297M AUM1.49%$4M53.9KQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM1.46%$9M115.2KQ1 2026OLDER
Helium Advisors LLC$105M AUM1.45%$2M18.6KQ1 2026OLDER
Bellwether Advisors, LLC$590M AUM1.45%$9M104.3KQ1 2026OLDER
MAKENA CAPITAL MANAGEMENT LLC$866M AUM1.44%$12M152.3KQ1 2026OLDER
Crew Capital Management, Ltd$151M AUM1.44%$2M26.5KQ1 2026OLDER
Clarity Financial LLC$919M AUM1.43%$13M160.8KQ1 2026OLDER
BRAVE ASSET MANAGEMENT INC$467M AUM1.42%$7M80.1KQ2 2026
PRIMORIS WEALTH ADVISORS, LLC$143M AUM1.42%$2M24.8KQ1 2026OLDER
Granite Harbor Advisors, Inc.$229M AUM1.41%$3M39.5KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM1.41%$3M32.4KQ1 2026OLDER
FCA CORP /TX$354M AUM1.41%$5M60.9KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM1.39%$2M28.3KQ1 2026OLDER
ES4, LLC$155M AUM1.38%$2M26.1KQ1 2026OLDER
Cannon Advisors, Inc.$135M AUM1.38%$2M22.6KQ1 2026OLDER
Estate Counselors, LLC$1.1B AUM1.35%$15M185.0KQ1 2026OLDER
First International Bank of Israel Ltd.$340M AUM1.35%$5M55.8KQ1 2026OLDER
Vickerman Investment Advisors, Inc.$476M AUM1.30%$6M75.6KQ1 2026OLDER
Edenbrook Capital, LLC$321M AUM1.28%$4M50.0KQ1 2026OLDER
Curat Global, LLC$102M AUM1.27%$1M15.7KQ1 2026OLDER
Rooted Wealth Advisors, Inc.$379M AUM1.23%$5M56.8KQ1 2026OLDER
CMG Global Holdings, LLC$210M AUM1.23%$3M31.6KQ1 2026OLDER
PGIM Custom Harvest LLC$6.4B AUM1.21%$78M946.1KQ1 2026OLDER
Encore Global Management, LP$143M AUM1.20%$2M21.0KQ1 2026OLDER
Allred Capital Management, LLC$275M AUM1.19%$3M40.0KQ1 2026OLDER
M3 Advisory Group, LLC$162M AUM1.18%$2M23.3KQ1 2026OLDER
Capstone Wealth Management Group LLC$163M AUM1.17%$2M23.2KQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM1.17%$37M447.2KQ1 2026OLDER
KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM1.17%$2M26.1KQ1 2026OLDER
10Elms LLP$159M AUM1.12%$2M21.6KQ1 2026OLDER
Jain Global LLC$24.2B AUM1.11%$269M3.29MQ1 2026OLDER
Long Run Wealth Advisors, LLC$531M AUM1.11%$6M76.0KQ4 2025OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM1.11%$33M407.8KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM1.10%$1M15.3KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM1.09%$2M29.0KQ1 2026OLDER
Bank of Marin$137M AUM1.09%$1M18.2KQ1 2026OLDER
Advisory Alpha, LLC$3.7B AUM1.09%$40M486.2KQ1 2026OLDER
III Capital Management$344M AUM1.09%$4M45.7KQ1 2026OLDER
Massachusetts Wealth Management$231M AUM1.09%$3M30.6KQ1 2026OLDER
STRAIGHTLINE GROUP LLC$201M AUM1.08%$2M26.4KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM1.07%$16M195.3KQ1 2026OLDER
CHEMUNG CANAL TRUST CO$494M AUM1.07%$5M64.7KQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM1.05%$29M350.0KQ1 2026OLDER
AAFMAA Wealth Management & Trust LLC$286M AUM1.05%$3M36.1KQ2 2026
Climber Capital SA$153M AUM1.03%$2M19.1KQ1 2026OLDER
Worth Asset Management, LLC$313M AUM1.02%$3M33.5KQ1 2026OLDER
Bay Rivers Group$293M AUM1.02%$3M36.0KQ2 2026
Systelligence, LLC$514M AUM0.99%$5M66.3KQ3 2025OLDER
CWC Advisors, LLC.$210M AUM0.98%$2M25.2KQ1 2026OLDER
Hansen & Associates Financial Group, Inc.$186M AUM0.97%$2M22.1KQ1 2026OLDER
Navis Wealth Advisors, LLC$196M AUM0.96%$2M23.0KQ1 2026OLDER
RoundAngle Advisors LLC$134M AUM0.96%$1M15.7KQ1 2026OLDER
Investment Management Trust, LLC$103M AUM0.95%$970,89911.8KQ1 2026OLDER
Cushing Capital Partners, LLC$130M AUM0.94%$1M15.0KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.94%$994,41712.1KQ1 2026OLDER
MontVue Capital Management, Inc.$147M AUM0.94%$1M16.7KQ1 2026OLDER
Full Sail Capital, LLC$1.8B AUM0.90%$16M209.0KQ3 2025OLDER
Legacy Edge Advisors, LLC$951M AUM0.90%$9M104.6KQ1 2026OLDER
Private Wealth Group, LLC$259M AUM0.89%$2M27.9KQ2 2026
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.89%$2M24.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.89%$11M144.0KQ4 2025OLDER
Manatuck Hill Partners, LLC$370M AUM0.89%$3M40.0KQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.87%$11M133.9KQ1 2026OLDER
POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM0.86%$25M302.7KQ1 2026OLDER
Ranch Capital Advisors Inc.$277M AUM0.86%$2M29.1KQ1 2026OLDER
PCG ASSET MANAGEMENT, LLC$125M AUM0.85%$1M13.0KQ1 2026OLDER
Fulcrum Equity Management$136M AUM0.85%$883,95210.8KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.83%$9M114.4KQ1 2026OLDER
BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM0.82%$3M37.8KQ1 2026OLDER
Centennial Bank/AR/$279M AUM0.82%$2M27.7KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.81%$6M77.7KQ4 2025OLDER
Dai-ichi Life Holdings, Inc.$104M AUM0.81%$837,33710.7KQ3 2025OLDER
PCG Wealth Advisors, LLC$395M AUM0.80%$3M38.7KQ1 2026OLDER
WIN ADVISORS, INC$219M AUM0.80%$2M21.3KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.80%$7M93.9KQ4 2025OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.80%$14M166.2KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.80%$67M859.0KQ3 2025OLDER
Redwood Financial Network Corp$153M AUM0.79%$1M14.7KQ1 2026OLDER
MARTIN & CO INC /TN/$587M AUM0.79%$5M56.3KQ1 2026OLDER
Trilogy Capital Inc.$2.6B AUM0.78%$20M240.4KQ2 2026
Advisor Resource Council$309M AUM0.77%$2M29.1KQ1 2026OLDER
PETERSON WEALTH MANAGEMENT$172M AUM0.77%$1M16.2KQ1 2026OLDER
Guardian Asset Advisors, LLC$171M AUM0.77%$1M16.1KQ1 2026OLDER
REDSTONE WEALTH MANAGEMENT, LLC$125M AUM0.75%$945,48311.5KQ1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.75%$2M24.2KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.75%$27M331.1KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.75%$2M24.1KQ1 2026OLDER
Stillwater Capital Advisors, LLC$876M AUM0.74%$6M79.1KQ1 2026OLDER
Audent Global Asset Management, LLC$100M AUM0.74%$737,8209.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.73%$21M276.2KQ4 2025OLDER
KWMG, LLC$1.4B AUM0.72%$10M120.6KQ2 2026
High Point Wealth Management, LLC$104M AUM0.72%$748,7339.1KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.72%$4M50.4KQ1 2026OLDER
WP Advisors, LLC$387M AUM0.71%$3M33.7KQ1 2026OLDER
Jacobs Equity LLC$112M AUM0.71%$797,8299.7KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.71%$2M27.9KQ1 2026OLDER
INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM0.71%$1M13.2KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.70%$819,80010.0KQ1 2026OLDER
Capital Advisors Wealth Management, LLC$745M AUM0.70%$5M63.9KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.69%$3M37.9KQ1 2026OLDER
V2 Financial group LLC$215M AUM0.67%$1M17.5KQ1 2026OLDER
South Shore Capital Advisors$137M AUM0.67%$914,48711.2KQ1 2026OLDER
FLAGSTAR SECURITIES, INC$331M AUM0.65%$2M26.1KQ2 2026
RiverGlades Family Offices LLC$170M AUM0.65%$1M13.5KQ1 2026OLDER
PLANNING DIRECTIONS INC$198M AUM0.65%$1M15.7KQ1 2026OLDER
Ark Wealth Advisors LLC$101M AUM0.65%$652,5618.0KQ1 2026OLDER
Donald L. Hagan, LLC$204M AUM0.65%$1M16.8KQ3 2025OLDER
Dash Acquisitions Inc.$480M AUM0.64%$3M42.2KQ3 2025OLDER
ACIMA PRIVATE WEALTH, LLC$344M AUM0.63%$2M26.3KQ2 2026
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM0.63%$8M97.3KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.62%$7M90.0KQ1 2026OLDER
Centric Wealth Management$501M AUM0.62%$3M37.1KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.61%$19M234.1KQ1 2026OLDER
Adams Wealth Management$455M AUM0.61%$3M33.8KQ1 2026OLDER
NATIXIS$28.0B AUM0.59%$166M2.03MQ1 2026OLDER
COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM0.59%$2M25.4KQ1 2026OLDER
MOULTON WEALTH MANAGEMENT, INC$152M AUM0.59%$897,41810.8KQ2 2026
WEXFORD CAPITAL LP$690M AUM0.58%$3M38.9KQ4 2025OLDER
WJ Financial Advisors LLC$124M AUM0.58%$721,1168.8KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.57%$8M100.0KQ1 2026OLDER
AMI INVESTMENT MANAGEMENT INC$445M AUM0.57%$3M30.8KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.57%$5M61.3KQ1 2026OLDER
ALTERNA WEALTH MANAGEMENT, INC$174M AUM0.56%$983,13311.8KQ2 2026
J. Goldman & Co LP$3.4B AUM0.56%$19M235.5KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.55%$10M117.5KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.55%$4M51.7KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.55%$10M121.3KQ1 2026OLDER
Orange Investment Advisors, Inc.$772M AUM0.54%$4M50.7KQ1 2026OLDER
Lodge Hill Capital, LLC$518M AUM0.54%$3M33.9KQ1 2026OLDER
Madden Advisory Services, Inc.$254M AUM0.54%$1M16.6KQ1 2026OLDER
CacheTech Inc.$519M AUM0.53%$3M33.8KQ1 2026OLDER
D L CARLSON INVESTMENT GROUP INC$582M AUM0.53%$3M37.7KQ1 2026OLDER
RPg Family Wealth Advisory, LLC$479M AUM0.53%$3M31.1KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.53%$100M1.22MQ1 2026OLDER
Cavalier Investments, LLC$3.7B AUM0.53%$19M237.4KQ1 2026OLDER
4WEALTH ADVISORS, INC.$130M AUM0.52%$679,4318.1KQ2 2026
JSF Financial, LLC$510M AUM0.52%$3M32.4KQ1 2026OLDER
Sherman Asset Management, Inc.$109M AUM0.52%$565,9906.9KQ1 2026OLDER
Gallagher Capital Advisors, LLC$148M AUM0.52%$769,3399.1KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.52%$3M36.2KQ2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.52%$12M143.1KQ1 2026OLDER
Midwest Financial Group LLC$234M AUM0.51%$1M14.6KQ1 2026OLDER
Apollon Financial, LLC$723M AUM0.51%$4M44.7KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.50%$5M55.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.49%$15M178.7KQ1 2026OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.49%$8M91.9KQ1 2026OLDER
Capital Advantage, Inc.$765M AUM0.48%$4M45.1KQ1 2026OLDER
Providence First Trust Co$284M AUM0.48%$1M16.6KQ1 2026OLDER
Essex LLC$566M AUM0.48%$3M33.1KQ1 2026OLDER
Biondo Investment Advisors, LLC$780M AUM0.48%$4M45.5KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.47%$15M197.6KQ3 2025OLDER
HERBST GROUP, LLC$183M AUM0.46%$786,82110.1KQ4 2025OLDER
Stockman Wealth Management, Inc.$906M AUM0.46%$4M51.1KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.46%$516,4746.3KQ1 2026OLDER
SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM0.46%$485,7325.9KQ1 2026OLDER
Chesapeake Wealth Management$326M AUM0.45%$1M17.8KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.44%$480,4535.9KQ1 2026OLDER
Fairvoy Private Wealth, LLC$419M AUM0.44%$2M22.6KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.44%$6M73.9KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.43%$49M600.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.43%$74M898.5KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.43%$1M15.1KQ1 2026OLDER
SPINNAKER TRUST$1.8B AUM0.42%$8M93.1KQ1 2026OLDER
Vectors Research Management, LLC$342M AUM0.42%$1M17.6KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.42%$8M96.1KQ1 2026OLDER
SPRENG CAPITAL MANAGEMENT, INC.$212M AUM0.42%$881,31110.8KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.41%$631,9417.7KQ1 2026OLDER
Sage Capital Advisors,llc$482M AUM0.41%$2M23.7KQ2 2026
Portfolio Resources Advisor Group, Inc.$101M AUM0.41%$409,8185.0KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.41%$742,8219.1KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.40%$6M70.9KQ1 2026OLDER
Swan Global Investments, LLC$3.0B AUM0.40%$12M144.3KQ1 2026OLDER
Evolution Wealth Advisors, LLC$981M AUM0.39%$4M47.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.39%$9M114.1KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.39%$609,0917.4KQ1 2026OLDER
Howard Capital Management Group, LLC$1.5B AUM0.39%$6M71.6KQ1 2026OLDER
NCM Capital Management, LLC$279M AUM0.39%$1M13.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.38%$235M2.86MQ1 2026OLDER
Foguth Wealth Management, LLC.$857M AUM0.38%$3M39.6KQ2 2026
Exit Wealth Advisors, LLC.$195M AUM0.38%$744,3439.1KQ1 2026OLDER
MMBG INVESTMENT ADVISORS CO.$1.1B AUM0.38%$4M50.6KQ1 2026OLDER
Live Oak Investment Partners$169M AUM0.38%$638,4687.8KQ1 2026OLDER
CDKV HOLDINGS LLC$114M AUM0.37%$426,8365.2KQ1 2026OLDER
Loudon Investment Management, LLC$186M AUM0.37%$694,5358.5KQ1 2026OLDER
Sequent Planning LLC$414M AUM0.37%$2M18.8KQ1 2026OLDER
Elevation Advisory Partners LLC$107M AUM0.37%$397,1724.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.37%$3M38.8KQ1 2026OLDER
O'ROURKE & COMPANY, Inc$253M AUM0.37%$933,68311.4KQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.36%$888,49910.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.36%$854M10.42MQ1 2026OLDER
Brindle & Bay Financial Advisors, LLC$163M AUM0.36%$593,1077.2KQ1 2026OLDER
FIRST INTERSTATE BANK$1.8B AUM0.36%$6M78.6KQ1 2026OLDER
Advisory Resource Group$581M AUM0.36%$2M25.7KQ1 2026OLDER
Fjell Capital, LLC$130M AUM0.36%$468,5355.7KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.35%$5M60.9KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.35%$37M451.0KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.35%$2M27.5KQ1 2026OLDER
KG Capital Management$139M AUM0.34%$479,0955.8KQ1 2026OLDER
Purus Wealth Management, LLC$314M AUM0.34%$1M12.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.34%$249M3.04MQ1 2026OLDER
Vilga Financial Planning LLC$132M AUM0.34%$443,6775.3KQ2 2026
Main Street Financial Solutions, LLC$1.3B AUM0.33%$4M57.3KQ4 2025OLDER
Archford Capital Strategies, LLC$873M AUM0.33%$3M35.2KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.33%$3M31.6KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.33%$2M26.2KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.33%$1M16.6KQ1 2026OLDER
WBH ADVISORY INC$1.3B AUM0.32%$4M52.5KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.32%$1M15.6KQ1 2026OLDER
UPTICK PARTNERS, LLC$502M AUM0.31%$2M19.1KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.31%$411,9314.9KQ1 2026OLDER
Boltwood Capital Management$436M AUM0.31%$1M16.2KQ2 2026
Thrive Capital Management, LLC$456M AUM0.31%$1M17.0KQ1 2026OLDER
Dougherty Wealth Advisers LLC$158M AUM0.31%$482,2065.9KQ1 2026OLDER
Everest Financial Group LLC$607M AUM0.31%$2M22.6KQ1 2026OLDER
Richard W. Paul & Associates, LLC$297M AUM0.30%$899,12211.0KQ1 2026OLDER
Legacy Advisors, LLC$848M AUM0.30%$3M31.2KQ1 2026OLDER
Fortis Advisors, LLC$200M AUM0.30%$601,8977.3KQ1 2026OLDER
Retirement Planning Group, LLC$3.2B AUM0.30%$10M118.5KQ1 2026OLDER
Colony Family Offices, LLC$406M AUM0.30%$1M14.9KQ1 2026OLDER
SRB CORP$1.6B AUM0.30%$5M59.6KQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM0.30%$3M34.6KQ3 2025OLDER
Intrepid Financial Planning Group LLC$248M AUM0.29%$728,9578.9KQ1 2026OLDER
Nelson Capital Management, LLC$819M AUM0.29%$2M29.4KQ1 2026OLDER
M3 Wealth Management, LLC$123M AUM0.29%$361,9114.7KQ4 2025OLDER
Gallacher Capital Management LLC$261M AUM0.29%$747,3439.1KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.28%$5M64.8KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.28%$18M223.3KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.28%$436,9605.3KQ1 2026OLDER
Axecap Investments, LLC$145M AUM0.28%$457,7595.8KQ3 2025OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.28%$846,80010.3KQ1 2026OLDER
S&A Financial Services, Inc.$146M AUM0.28%$410,8325.0KQ2 2026
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.28%$869,00511.2KQ4 2025OLDER
Interval Partners, LP$3.8B AUM0.28%$17M219.2KQ3 2025OLDER
Northstar Financial Companies, Inc.$126M AUM0.28%$351,2024.3KQ1 2026OLDER
Legacy Financial Strategies, LLC$554M AUM0.28%$2M19.4KQ3 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.27%$58M712.5KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.27%$859,36210.5KQ1 2026OLDER
Windsor Capital Management, LLC$385M AUM0.27%$1M12.6KQ2 2026
1607 Capital Partners, LLC$1.4B AUM0.27%$4M45.9KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.27%$168M2.05MQ1 2026OLDER
Atlas FRM LLC$1.5B AUM0.27%$4M50.0KQ1 2026OLDER
SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM0.27%$5M60.2KQ1 2026OLDER
Financial & Tax Architects, LLC$448M AUM0.27%$1M14.6KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.27%$3M37.5KQ1 2026OLDER
THOMPSON DAVIS & CO., INC.$150M AUM0.27%$397,5214.8KQ1 2026OLDER
Weaver Capital Management LLC$461M AUM0.27%$1M14.9KQ1 2026OLDER
Constitution Capital LLC$195M AUM0.26%$513,7886.2KQ2 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM0.26%$2M23.5KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.25%$341,9434.2KQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM0.25%$503,2756.1KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.25%$506,6504.3KQ2 2026
AGF MANAGEMENT LTD$22.3B AUM0.25%$56M679.1KQ1 2026OLDER
First Financial Bank - Trust Division$1.4B AUM0.25%$3M42.0KQ2 2026
Narus Financial Partners, LLC$382M AUM0.25%$943,49111.5KQ1 2026OLDER
Simmons Bank$1.5B AUM0.25%$4M44.7KQ1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.24%$2M29.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.24%$18M217.8KQ1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.24%$358,0074.4KQ1 2026OLDER
Lynx Investment Advisory$209M AUM0.24%$499,0606.1KQ1 2026OLDER
Wealthstar Advisors, LLC$213M AUM0.24%$508,5726.2KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.24%$1M14.7KQ1 2026OLDER
BYRNE FINANCIAL FREEDOM, LLC$209M AUM0.24%$493,8256.0KQ1 2026OLDER
Financial Advocates Investment Management$178M AUM0.24%$419,7875.4KQ3 2025OLDER
TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM0.24%$2M25.0KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.23%$147M1.79MQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.23%$2M25.9KQ1 2026OLDER
Nikulski Financial, Inc.$405M AUM0.23%$943,01611.5KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.23%$3M34.0KQ1 2026OLDER
RDA Financial Network$459M AUM0.23%$1M12.8KQ2 2026
TRITONPOINT WEALTH, LLC$934M AUM0.23%$2M26.4KQ1 2026OLDER
CVS HEALTH Corp$212M AUM0.23%$491,8806.0KQ1 2026OLDER
Milestones Private Investment Advisors LLC$114M AUM0.23%$336,8674.3KQ4 2025OLDER
TCV Trust & Wealth Management, Inc.$1.2B AUM0.23%$3M33.6KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.23%$12M150.0KQ1 2026OLDER
Affiance Financial, LLC$695M AUM0.23%$2M19.2KQ2 2026
WAYSTONE ADVISORS LLC$112M AUM0.23%$254,7343.1KQ1 2026OLDER
FIRST MERCHANTS CORP$2.6B AUM0.23%$6M72.7KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.23%$312,1803.8KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.23%$3M32.3KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.22%$46M557.4KQ1 2026OLDER
MMA ASSET MANAGEMENT LLC$284M AUM0.22%$635,7977.8KQ1 2026OLDER
Mine & Arao Wealth Creation & Management, LLC.$238M AUM0.22%$530,4266.5KQ1 2026OLDER
Allie Family Office LLC$228M AUM0.22%$507,3746.2KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.22%$884,56410.8KQ1 2026OLDER
Gradient Capital Advisors, LLC$432M AUM0.22%$945,11111.4KQ2 2026
Asset Advisors Investment Management, LLC$1.0B AUM0.22%$2M27.7KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.21%$8M98.2KQ2 2026
PARAGON FINANCIAL PARTNERS, INC.$177M AUM0.21%$378,3694.6KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.21%$688,0168.1KQ2 2026
Mainstream Capital Management LLC$149M AUM0.21%$315,7053.9KQ1 2026OLDER
Purewater Capital LLC$104M AUM0.21%$221,1822.7KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.21%$5M65.1KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.21%$896,35011.5KQ4 2025OLDER
Ignite Planners, LLC$648M AUM0.21%$1M16.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.21%$245,0813.2KQ4 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.21%$10M125.1KQ1 2026OLDER
Manhattan West Asset Management, LLC$511M AUM0.21%$1M12.9KQ1 2026OLDER
First National Bank of Hutchinson$157M AUM0.21%$322,7553.9KQ1 2026OLDER
MBA Advisors LLC$260M AUM0.21%$535,5756.5KQ1 2026OLDER
First Citizens Financial Corp$239M AUM0.21%$491,1935.9KQ2 2026
Odyssey Capital Advisors, Inc.$112M AUM0.21%$229,0282.8KQ1 2026OLDER
JBR Co Financial Management Inc$274M AUM0.20%$561,5536.8KQ2 2026
PACIFIC SUN FINANCIAL CORP$206M AUM0.20%$422,1975.2KQ1 2026OLDER
Mission Creek Capital Partners, Inc.$501M AUM0.20%$1M12.5KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.20%$966,4729.1KQ4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.20%$19M228.1KQ1 2026OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.20%$1M12.8KQ1 2026OLDER
WESPAC Advisors SoCal, LLC$470M AUM0.20%$993,68312.8KQ4 2025OLDER
Outlook Wealth Advisors, LLC$413M AUM0.20%$818,32410.0KQ1 2026OLDER
Ipsen Advisor Group LLC$143M AUM0.20%$281,5803.4KQ1 2026OLDER
Cercano Management LLC$2.3B AUM0.20%$5M65.1KQ3 2025OLDER
M.E. ALLISON & CO., INC.$174M AUM0.20%$338,9984.1KQ2 2026
Rockingstone Advisors LLC$218M AUM0.20%$425,1365.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.19%$1.7B21.03MQ1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.19%$1M14.2KQ1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.19%$3M33.2KQ1 2026OLDER
SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM0.19%$9M114.6KQ1 2026OLDER
Blake Schutter Theil Wealth Advisors, LLC$123M AUM0.19%$231,0983.0KQ4 2025OLDER
Maven Securities LTD$5.2B AUM0.19%$10M120.0KQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.19%$3M32.8KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.19%$1M15.7KQ1 2026OLDER
INVESTMENT PARTNERS, LTD.$281M AUM0.18%$516,4746.3KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.18%$1M15.3KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.18%$10M123.3KQ4 2025OLDER
Magnus Financial Group LLC$1.4B AUM0.18%$3M30.9KQ2 2026
Capital Management Associates, Inc$442M AUM0.18%$802,0549.8KQ1 2026OLDER
Investment Advisory Group, LLC$393M AUM0.18%$710,9468.7KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.18%$2M20.9KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.18%$2M29.9KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.18%$3M33.7KQ3 2025OLDER
Regal Investment Advisors LLC$1.7B AUM0.18%$3M37.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.18%$39M473.0KQ1 2026OLDER
Chatterton & Associates Inc.$143M AUM0.17%$248,0973.0KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.17%$6M69.2KQ2 2026
Freedom Investment Management, Inc.$337M AUM0.17%$654,3398.3KQ3 2025OLDER
Clear Retirement Advice LLC$146M AUM0.17%$249,2103.0KQ2 2026
Apexium Financial, LP$2.1B AUM0.17%$4M44.7KQ3 2025OLDER
Kagan Cocozza Asset Management$142M AUM0.17%$241,3492.9KQ1 2026OLDER
Shepherd Financial Partners LLC$1.1B AUM0.17%$2M21.8KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.17%$216,6932.8KQ3 2025OLDER
LFA - Lugano Financial Advisors SA$197M AUM0.17%$327,9204.0KQ1 2026OLDER
ENDEAVOR PRIVATE WEALTH, INC.$349M AUM0.17%$580,9397.1KQ1 2026OLDER
Global Financial Private Client, LLC$306M AUM0.16%$460,8945.9KQ3 2025OLDER
Purkiss Capital Advisors LLC$227M AUM0.16%$348,8934.5KQ4 2025OLDER
Asset Allocation Strategies LLC$563M AUM0.16%$905,30111.0KQ1 2026OLDER
BBR PARTNERS, LLC$1.8B AUM0.16%$3M34.8KQ1 2026OLDER
One Charles Private Wealth Services, LLC$400M AUM0.16%$631,9087.7KQ1 2026OLDER
Hudock, Inc.$680M AUM0.16%$1M13.8KQ4 2025OLDER
Capital Square, LLC$217M AUM0.16%$341,2824.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.16%$33M419.4KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.16%$122M1.49MQ1 2026OLDER
PLIMOTH TRUST CO LLC$447M AUM0.16%$696,6668.5KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.16%$2M27.6KQ1 2026OLDER
Roberts Wealth Advisors, LLC$394M AUM0.16%$611,0517.5KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.15%$3M33.7KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.15%$389,8164.8KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.15%$2M21.0KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM0.15%$944,17111.5KQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.15%$581,3217.1KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.15%$7M79.7KQ1 2026OLDER
Ledyard National Bank$1.2B AUM0.15%$2M21.3KQ1 2026OLDER
Promus Capital, LLC$157M AUM0.15%$237,2263.0KQ3 2025OLDER
SMART Wealth LLC$341M AUM0.15%$495,5876.4KQ4 2025OLDER
Talon Private Wealth, LLC$753M AUM0.15%$1M13.7KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.15%$204,5182.6KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.15%$2.0B24.70MQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.15%$6M77.7KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.15%$1M17.4KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.15%$2M18.6KQ1 2026OLDER
Astra Wealth Partners LLC$168M AUM0.15%$246,1793.0KQ1 2026OLDER
Tacita Capital Inc$169M AUM0.15%$245,8503.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.15%$20M240.0KQ1 2026OLDER
ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM0.14%$233,0403.0KQ4 2025OLDER
EHRLICH FINANCIAL GROUP$194M AUM0.14%$252,1493.2KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.14%$1M15.3KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM0.14%$577,5227.0KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.14%$1M13.8KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.14%$3M34.8KQ1 2026OLDER
Crews Bank & Trust$766M AUM0.14%$1M13.0KQ2 2026
Beaumont Financial Advisors, LLC$1.5B AUM0.14%$2M24.7KQ1 2026OLDER
Matthew Goff Investment Advisor, LLC$593M AUM0.14%$824,0069.9KQ2 2026
Bricktown Capital, LLC$508M AUM0.14%$697,4868.5KQ1 2026OLDER
POTENTIA WEALTH$259M AUM0.14%$353,0884.3KQ1 2026OLDER
Destination Wealth Management$3.9B AUM0.14%$5M64.0KQ1 2026OLDER
Roehl & Yi Investment Advisors, LLC$230M AUM0.14%$312,2064.0KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.14%$598,4007.3KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.13%$6M69.5KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.13%$819,50010.0KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.13%$4M51.2KQ1 2026OLDER
Mechanics Bank Trust Department$808M AUM0.13%$1M13.1KQ2 2026
AUA CAPITAL MANAGEMENT, LLC$196M AUM0.13%$259,7953.2KQ1 2026OLDER
ARRIEN INVESTMENTS, INC.$184M AUM0.13%$244,3413.0KQ1 2026OLDER
NWAM LLC$1.7B AUM0.13%$2M28.0KQ1 2026OLDER
FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM0.13%$572,4667.0KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.13%$25M316.0KQ4 2025OLDER
Dynamic Wealth Strategies, LLC$173M AUM0.13%$221,1822.7KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.13%$205,9342.5KQ1 2026OLDER
3EDGE Asset Management, LP$2.1B AUM0.13%$3M32.0KQ1 2026OLDER
Birchcreek Wealth Management, LLC$208M AUM0.13%$263,0743.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.13%$408M4.98MQ1 2026OLDER
Diversified Enterprises, LLC$1.8B AUM0.13%$2M28.0KQ1 2026OLDER
MBE Wealth Management, LLC$241M AUM0.12%$300,4753.7KQ1 2026OLDER
Beacon Capital Management, Inc.$1.8B AUM0.12%$2M29.8KQ4 2025OLDER
St. Johns Investment Management Company, LLC$238M AUM0.12%$293,2423.6KQ1 2026OLDER
Iyo Bank, Ltd.$281M AUM0.12%$327,0384.2KQ3 2025OLDER
Sigma Planning Corp$3.6B AUM0.12%$4M53.3KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.12%$683,1688.2KQ2 2026
Trust Co$1.1B AUM0.12%$1M15.7KQ1 2026OLDER
VCI Wealth Management LLC$361M AUM0.12%$434,4715.3KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.12%$3M38.6KQ2 2026
SEAMOUNT FINANCIAL GROUP INC$222M AUM0.12%$265,6973.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.12%$15M182.4KQ1 2026OLDER
Cornerstone Capital, Inc.$1.0B AUM0.12%$1M14.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.12%$442M5.39MQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.12%$2M28.2KQ4 2025OLDER
WEALTH EFFECTS LLC$282M AUM0.12%$331,5744.0KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.12%$2M26.2KQ1 2026OLDER
Strait & Sound Wealth Management LLC$269M AUM0.12%$313,1633.8KQ1 2026OLDER
Bulwark Capital Corp$178M AUM0.12%$205,2662.5KQ2 2026
WEST MICHIGAN ADVISORS, LLC$455M AUM0.12%$502,5126.5KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.11%$10M1.12MQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.11%$4M53.2KQ2 2026
Crestwood Advisors Group, LLC$5.9B AUM0.11%$7M82.7KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.11%$807,3199.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.11%$449,8675.5KQ1 2026OLDER
Pacific Capital Wealth Advisors, Inc.$663M AUM0.11%$660,1258.5KQ4 2025OLDER
TRUST CO OF OKLAHOMA$343M AUM0.11%$387,9304.7KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.11%$4M51.1KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.11%$1M14.0KQ1 2026OLDER
HERITAGE OAK WEALTH ADVISORS LLC$315M AUM0.11%$351,2844.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.11%$268M3.27MQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.