XLVSELECT SECTOR SPDR TR
CUSIP 81369Y209 · Yahoo Finance ↗ · Google Finance ↗
Select Sector Spdr Tr (XLV) has 1,787 institutional holders in Filings Flow’s 13F database, together reporting 188.77M shares worth $26.2B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
1,787
Q1 2026
Reported Value
$26.2B
Ticker
XLV
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Jordan Park Group LLC$1.9B AUM | 10.70% | $201M | 1.37M | Q1 2026 |
| Volterra Technologies LP$823M AUM | 10.41% | $86M | 584.6K | Q1 2026 |
| Biltmore Wealth Management, LLC$281M AUM | 9.11% | $26M | 174.8K | Q1 2026 |
| University of Illinois Foundation$487M AUM | 8.63% | $25M | 162.4K | Q4 2025OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 8.48% | $14M | 96.5K | Q1 2026 |
| IMZ Advisory Inc$316M AUM | 7.87% | $21M | 142.0K | Q1 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 7.45% | $10M | 57.7K | Q1 2026 |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 7.04% | $14M | 96.0K | Q1 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 6.83% | $9M | 59.2K | Q1 2026 |
| Sender Co & Partners, Inc.$165M AUM | 6.79% | $11M | 76.2K | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 6.65% | $275M | 1.88M | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 6.27% | $69M | 471.5K | Q1 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 6.15% | $25M | 171.0K | Q1 2026 |
| Niles Investment Management, LLC$111M AUM | 5.81% | $6M | 44.1K | Q1 2026 |
| Hiddenite Capital Partners LP$381M AUM | 5.02% | $39M | 250.0K | Q4 2025OLDER |
| SRB CORP$1.6B AUM | 5.01% | $82M | 556.8K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 4.91% | $18M | 122.5K | Q1 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 4.81% | $21M | 143.3K | Q1 2026 |
| Pachira Investments Inc.$214M AUM | 4.71% | $10M | 68.7K | Q1 2026 |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 4.64% | $11M | 72.2K | Q1 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 4.63% | $15M | 103.5K | Q1 2026 |
| Compass Wealth Management, LLC/GA$234M AUM | 4.63% | $11M | 73.9K | Q1 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 4.57% | $36M | 245.8K | Q1 2026 |
| GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM | 4.55% | $47M | 350.0K | Q2 2025OLDER |
| Constitution Capital LLC$195M AUM | 4.42% | $9M | 60.4K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 4.28% | $10M | 65.7K | Q1 2026 |
| Bonfire Financial$133M AUM | 4.25% | $6M | 38.5K | Q1 2026 |
| Arta Finance Wealth Management LLC$202M AUM | 4.24% | $9M | 58.5K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 4.21% | $14M | 92.4K | Q1 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 4.17% | $4M | 30.0K | Q3 2025OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 3.92% | $5M | 37.6K | Q2 2025OLDER |
| Cooksen Wealth, LLC$138M AUM | 3.85% | $5M | 36.1K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 3.67% | $68M | 462.5K | Q1 2026 |
| Lake Hills Wealth Management, LLC$220M AUM | 3.62% | $7M | 44.8K | Q4 2025OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 3.58% | $9M | 60.2K | Q4 2025OLDER |
| Financial Advisory Corp$754M AUM | 3.54% | $25M | 173.9K | Q1 2026 |
| Sharp Wealth Advisory, LLC$203M AUM | 3.53% | $7M | 45.3K | Q4 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 3.53% | $65M | 446.6K | Q1 2026 |
| PeakShares LLC$109M AUM | 3.50% | $4M | 26.0K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 3.45% | $6M | 43.3K | Q1 2026 |
| PETERSON WEALTH MANAGEMENT$172M AUM | 3.42% | $6M | 40.2K | Q1 2026 |
| CHURCHILL MANAGEMENT Corp$9.2B AUM | 3.37% | $311M | 2.31M | Q2 2025OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 3.29% | $17M | 112.8K | Q4 2025OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 3.21% | $8M | 53.7K | Q4 2025OLDER |
| PFM Health Sciences, LP$1.1B AUM | 3.19% | $35M | 238.9K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 3.14% | $24M | 160.5K | Q1 2026 |
| 10Elms LLP$159M AUM | 3.13% | $5M | 34.5K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 3.08% | $5M | 36.7K | Q1 2026 |
| HERBST GROUP, LLC$183M AUM | 3.04% | $5M | 33.6K | Q1 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 3.01% | $13M | 87.5K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 3.00% | $8M | 56.6K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 2.99% | $40M | 272.2K | Q1 2026 |
| Allred Capital Management, LLC$275M AUM | 2.96% | $8M | 55.4K | Q1 2026 |
| Miller Investment Management, LP$1.0B AUM | 2.95% | $30M | 202.9K | Q1 2026 |
| LightSquare Wealth Management, LLC$133M AUM | 2.95% | $4M | 26.8K | Q1 2026 |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 2.94% | $25M | 173.9K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 2.94% | $7M | 48.2K | Q1 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 2.88% | $15M | 99.2K | Q1 2026 |
| Maxele Advisors, LLC$123M AUM | 2.87% | $4M | 22.8K | Q4 2025OLDER |
| Markin Asset Management, LP$117M AUM | 2.85% | $3M | 17.7K | Q1 2026 |
| Crew Capital Management, Ltd$151M AUM | 2.82% | $4M | 29.0K | Q1 2026 |
| THOR TRADING ADVISORS, LLC$241M AUM | 2.79% | $7M | 46.0K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 2.76% | $6M | 40.4K | Q1 2026 |
| ES4, LLC$155M AUM | 2.75% | $4M | 29.0K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 2.73% | $10M | 66.3K | Q1 2026 |
| New Harbor Financial Group, LLC$567M AUM | 2.73% | $15M | 96.4K | Q4 2025OLDER |
| Tandem Investment Partners LLC$118M AUM | 2.73% | $3M | 21.9K | Q1 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 2.69% | $3M | 20.5K | Q1 2026 |
| Silverleafe Capital Partners, LLC$367M AUM | 2.69% | $8M | 57.2K | Q2 2025OLDER |
| Financial Freedom, LLC$201M AUM | 2.67% | $5M | 36.6K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 2.63% | $19M | 133.0K | Q1 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 2.62% | $5M | 32.7K | Q1 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 2.59% | $39M | 269.3K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 2.59% | $6M | 40.4K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 2.55% | $8M | 53.5K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 2.55% | $233M | 1.59M | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 2.54% | $5M | 37.3K | Q1 2026 |
| GoalFusion Wealth Management, LLC$220M AUM | 2.53% | $5M | 36.6K | Q2 2025OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 2.52% | $4M | 27.7K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 2.52% | $3M | 19.5K | Q1 2026 |
| Wela Strategies, Inc.$264M AUM | 2.50% | $7M | 47.3K | Q3 2025OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 2.49% | $12M | 85.2K | Q1 2026 |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 2.45% | $3M | 20.9K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 2.42% | $16M | 107.9K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 2.39% | $3M | 16.2K | Q4 2025OLDER |
| 5th Street Advisors, LLC$232M AUM | 2.36% | $5M | 37.4K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 2.35% | $14M | 94.6K | Q1 2026 |
| Laraway Financial Advisors Inc$142M AUM | 2.31% | $3M | 22.4K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 2.30% | $7M | 44.8K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 2.30% | $25M | 170.6K | Q1 2026 |
| Colter Lewis Investment Partners LLC$106M AUM | 2.24% | $2M | 12.5K | Q4 2025OLDER |
| SP Asset Management LLC$1.1B AUM | 2.22% | $25M | 171.8K | Q1 2026 |
| Vickerman Investment Advisors, Inc.$476M AUM | 2.21% | $11M | 71.6K | Q1 2026 |
| Affinity Asset Advisors, LLC$1.9B AUM | 2.21% | $39M | 250.0K | Q4 2025OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 2.20% | $141M | 961.2K | Q1 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 2.20% | $6M | 40.8K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 2.19% | $6M | 38.3K | Q2 2025OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.18% | $21M | 142.6K | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 2.17% | $3M | 17.3K | Q1 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 2.14% | $11M | 74.2K | Q1 2026 |
| Bank of Marin$137M AUM | 2.13% | $3M | 19.9K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 2.13% | $224M | 1.53M | Q1 2026 |
| Perbak Capital Partners LLP$406M AUM | 2.10% | $9M | 58.3K | Q1 2026 |
| Tepp RIA, LLC$128M AUM | 2.10% | $3M | 18.3K | Q1 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 2.10% | $396M | 2.70M | Q1 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 2.07% | $9M | 59.1K | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.06% | $10M | 66.2K | Q1 2026 |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 2.06% | $24M | 161.5K | Q1 2026 |
| Bullseye Investment Management, LLC$164M AUM | 2.06% | $3M | 23.2K | Q4 2025OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 2.06% | $2M | 16.6K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 2.03% | $2M | 15.0K | Q1 2026 |
| Sage Capital Advisors,llc$482M AUM | 2.02% | $9M | 59.4K | Q1 2026 |
| MontVue Capital Management, Inc.$147M AUM | 2.02% | $3M | 20.2K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 1.93% | $10M | 66.9K | Q1 2026 |
| Capstone Wealth Management Group LLC$163M AUM | 1.91% | $3M | 21.1K | Q1 2026 |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 1.88% | $4M | 29.9K | Q3 2025OLDER |
| 111 Capital$406M AUM | 1.86% | $11M | 80.2K | Q2 2025OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.85% | $2M | 16.4K | Q1 2026 |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 1.85% | $8M | 57.9K | Q1 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 1.84% | $3M | 23.6K | Q1 2026 |
| Tamar Securities, LLC$934M AUM | 1.84% | $17M | 117.3K | Q1 2026 |
| Dai-ichi Life Holdings, Inc.$104M AUM | 1.84% | $2M | 11.7K | Q2 2025OLDER |
| Sharper & Granite LLC$293M AUM | 1.83% | $5M | 36.6K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.81% | $57M | 387.8K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 1.80% | $9M | 62.6K | Q1 2026 |
| BigSur Wealth Management LLC$356M AUM | 1.80% | $6M | 43.8K | Q1 2026 |
| CMH Wealth Management LLC$655M AUM | 1.79% | $10M | 71.2K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 1.79% | $5M | 32.1K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 1.76% | $5M | 35.5K | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 1.76% | $9M | 61.2K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 1.75% | $2M | 12.5K | Q1 2026 |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 1.72% | $3M | 24.0K | Q1 2026 |
| Flagship Capital Management Inc.$136M AUM | 1.72% | $2M | 16.0K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 1.72% | $17M | 115.2K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 1.71% | $3M | 18.0K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 1.70% | $20M | 138.9K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 1.69% | $31M | 208.3K | Q1 2026 |
| Heirloom Wealth Management$555M AUM | 1.67% | $9M | 63.4K | Q1 2026 |
| Prospect Financial Services LLC$164M AUM | 1.67% | $3M | 18.6K | Q1 2026 |
| MARTIN & CO INC /TN/$587M AUM | 1.66% | $10M | 66.3K | Q1 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 1.65% | $12M | 76.3K | Q4 2025OLDER |
| Passaic Partners LLC$1.1B AUM | 1.63% | $17M | 118.6K | Q1 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 1.62% | $3M | 20.4K | Q1 2026 |
| Bay Rivers Group$293M AUM | 1.62% | $4M | 26.5K | Q1 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 1.59% | $2M | 13.2K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.59% | $48M | 326.6K | Q1 2026 |
| Rockingstone Advisors LLC$218M AUM | 1.57% | $3M | 23.3K | Q1 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.54% | $6M | 41.2K | Q1 2026 |
| Curat Global, LLC$102M AUM | 1.54% | $2M | 11.1K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 1.53% | $27M | 201.9K | Q2 2025OLDER |
| Massachusetts Wealth Management$231M AUM | 1.52% | $4M | 23.9K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 1.51% | $55M | 376.5K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 1.49% | $3M | 21.4K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 1.49% | $27M | 183.7K | Q1 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 1.47% | $42M | 285.0K | Q1 2026 |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.46% | $15M | 104.5K | Q1 2026 |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.46% | $2M | 15.0K | Q1 2026 |
| Silphium Asset Management Ltd$264M AUM | 1.44% | $4M | 25.9K | Q1 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 1.44% | $10M | 67.4K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 1.42% | $27M | 183.0K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 1.40% | $13M | 85.6K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 1.40% | $32M | 216.9K | Q1 2026 |
| Fulcrum Equity Management$136M AUM | 1.40% | $1M | 9.9K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 1.39% | $25M | 181.1K | Q3 2025OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 1.38% | $3M | 19.2K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 1.37% | $3M | 17.6K | Q1 2026 |
| RiverGlades Family Offices LLC$170M AUM | 1.37% | $2M | 15.9K | Q1 2026 |
| Clarity Financial LLC$919M AUM | 1.36% | $13M | 85.3K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 1.36% | $4M | 24.1K | Q1 2026 |
| Stillwater Capital Advisors, LLC$876M AUM | 1.36% | $12M | 81.1K | Q1 2026 |
| CMG Global Holdings, LLC$210M AUM | 1.34% | $3M | 19.2K | Q1 2026 |
| Compton Financial Group, LLC$453M AUM | 1.32% | $5M | 39.3K | Q3 2025OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 1.32% | $2M | 13.7K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 1.31% | $15M | 100.5K | Q1 2026 |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 1.30% | $2M | 10.4K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 1.29% | $14M | 98.8K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 1.29% | $34M | 232.6K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 1.29% | $3M | 21.6K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 1.27% | $46M | 312.0K | Q1 2026 |
| NVWM, LLC$449M AUM | 1.26% | $6M | 38.6K | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.26% | $3M | 19.4K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 1.26% | $2M | 11.7K | Q1 2026 |
| Essex LLC$566M AUM | 1.25% | $7M | 48.3K | Q1 2026 |
| Silver Coast Investments LLC$313M AUM | 1.24% | $4M | 26.6K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 1.21% | $9M | 60.0K | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 1.20% | $254M | 1.73M | Q1 2026 |
| Elliott Investment Management L.P.$20.1B AUM | 1.20% | $278M | 2.00M | Q3 2025OLDER |
| Cresta Advisors, Ltd.$244M AUM | 1.19% | $3M | 19.9K | Q1 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 1.18% | $2M | 12.7K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 1.18% | $76M | 521.1K | Q1 2026 |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 1.18% | $4M | 24.1K | Q1 2026 |
| Zullo Investment Group, Inc.$264M AUM | 1.17% | $3M | 21.0K | Q1 2026 |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.17% | $1M | 8.3K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 1.17% | $36M | 246.9K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 1.16% | $13M | 91.7K | Q1 2026 |
| Rokos Capital Management LLP$13.2B AUM | 1.15% | $152M | 1.04M | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 1.15% | $4M | 25.1K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.14% | $2M | 12.5K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 1.14% | $56M | 382.9K | Q1 2026 |
| Kingstone Capital Partners Texas, LLC$162M AUM | 1.13% | $2M | 12.5K | Q1 2026 |
| Juno Financial Group LLC$255M AUM | 1.12% | $3M | 19.6K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 1.12% | $3M | 17.1K | Q4 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 1.12% | $2M | 11.6K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 1.10% | $2M | 12.2K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.08% | $3M | 20.5K | Q1 2026 |
| Myriad Asset Management Advisors LLC$339M AUM | 1.07% | $3M | 22.5K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 1.06% | $3M | 22.7K | Q1 2026 |
| 4WEALTH ADVISORS, INC.$130M AUM | 1.05% | $1M | 8.6K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.05% | $10M | 65.0K | Q1 2026 |
| Ballast, Inc.$432M AUM | 1.05% | $3M | 19.0K | Q2 2025OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.05% | $5M | 35.2K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.04% | $18M | 121.8K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 1.04% | $8M | 54.5K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 1.04% | $5M | 33.9K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.04% | $29M | 195.3K | Q1 2026 |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 1.03% | $3M | 19.9K | Q2 2025OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.02% | $1M | 10.1K | Q1 2026 |
| Encore Global Management, LP$143M AUM | 1.02% | $1M | 10.0K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 1.01% | $8M | 57.0K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.01% | $4M | 24.3K | Q1 2026 |
| Global Endowment Management, LP$896M AUM | 1.01% | $9M | 61.6K | Q1 2026 |
| Black Swift Group, LLC$571M AUM | 1.00% | $6M | 39.0K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 1.00% | $2M | 13.7K | Q1 2026 |
| Jacobs Equity LLC$112M AUM | 0.99% | $1M | 7.6K | Q1 2026 |
| LAVELLE CAPITAL LP$158M AUM | 0.99% | $2M | 10.1K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.98% | $9M | 61.1K | Q1 2026 |
| Hansen & Associates Financial Group, Inc.$186M AUM | 0.98% | $2M | 12.4K | Q1 2026 |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.98% | $29M | 201.0K | Q1 2026 |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.97% | $3M | 22.0K | Q1 2026 |
| Sherman Asset Management, Inc.$109M AUM | 0.97% | $1M | 7.2K | Q1 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 0.96% | $7M | 50.4K | Q1 2026 |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.95% | $5M | 35.5K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.95% | $1M | 10.0K | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 0.95% | $17M | 115.0K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.91% | $1M | 9.1K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.91% | $11M | 76.3K | Q1 2026 |
| Donald L. Hagan, LLC$204M AUM | 0.90% | $2M | 13.2K | Q3 2025OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.90% | $971,584 | 6.6K | Q1 2026 |
| Cercano Management LLC$2.3B AUM | 0.89% | $21M | 140.9K | Q1 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 0.89% | $2M | 16.4K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.89% | $2M | 10.5K | Q1 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.89% | $3M | 17.4K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.88% | $11M | 71.9K | Q4 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.88% | $7M | 42.9K | Q4 2025OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.87% | $25M | 171.8K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.87% | $12M | 79.0K | Q1 2026 |
| Symmetry Investments LP$913M AUM | 0.87% | $8M | 54.3K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.86% | $100M | 680.1K | Q1 2026 |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 0.86% | $1M | 9.4K | Q1 2026 |
| Monaco Asset Management SAM$542M AUM | 0.86% | $14M | 101.5K | Q3 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.86% | $1M | 7.9K | Q1 2026 |
| St. Johns Investment Management Company, LLC$238M AUM | 0.85% | $2M | 13.8K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.84% | $5M | 37.5K | Q1 2026 |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.83% | $4M | 26.7K | Q1 2026 |
| CVS HEALTH Corp$212M AUM | 0.83% | $2M | 12.0K | Q1 2026 |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.83% | $4M | 27.1K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.83% | $4M | 25.7K | Q1 2026 |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 0.82% | $10M | 70.0K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 0.81% | $3M | 18.1K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.81% | $14M | 96.1K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.80% | $6M | 39.9K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.80% | $3M | 19.8K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.80% | $7M | 48.7K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 0.80% | $3M | 18.0K | Q1 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.80% | $1M | 7.8K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.79% | $3M | 20.5K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.79% | $3M | 21.4K | Q4 2025OLDER |
| Fluent Financial, LLC$280M AUM | 0.78% | $2M | 14.4K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.77% | $6M | 39.8K | Q1 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.76% | $3M | 20.6K | Q1 2026 |
| V2 Financial group LLC$215M AUM | 0.75% | $2M | 11.0K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.75% | $10M | 69.6K | Q1 2026 |
| CHANNEL WEALTH LLC$413M AUM | 0.75% | $3M | 21.2K | Q1 2026 |
| Point Windward Advisors Inc.$200M AUM | 0.75% | $2M | 10.2K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.75% | $2M | 13.6K | Q4 2025OLDER |
| Clarus Wealth Advisors$235M AUM | 0.75% | $2M | 12.0K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 0.74% | $4M | 27.9K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.74% | $51M | 345.8K | Q1 2026 |
| Phillips Wealth Planners LLC$133M AUM | 0.74% | $981,970 | 6.9K | Q1 2026 |
| Comprehensive Wealth Management, LLC$198M AUM | 0.74% | $1M | 9.9K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.73% | $3M | 19.4K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.73% | $4M | 25.7K | Q1 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.72% | $7M | 46.1K | Q1 2026 |
| Swan Global Investments, LLC$3.0B AUM | 0.72% | $22M | 147.5K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.72% | $1M | 7.2K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.72% | $2M | 12.8K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 0.71% | $13M | 92.5K | Q3 2025OLDER |
| Centric Wealth Management$501M AUM | 0.71% | $3M | 21.6K | Q4 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.71% | $3M | 20.3K | Q1 2026 |
| OPINICUS CAPITAL, INC.$142M AUM | 0.71% | $1M | 6.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.71% | $17M | 115.1K | Q1 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.71% | $974,889 | 6.7K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.70% | $5M | 37.3K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.70% | $5M | 34.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.70% | $72M | 535.4K | Q2 2025OLDER |
| Centennial Bank/AR/$279M AUM | 0.70% | $2M | 13.2K | Q1 2026 |
| Advisory Resource Group$581M AUM | 0.69% | $4M | 27.5K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.69% | $3M | 18.2K | Q1 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.69% | $855,075 | 5.8K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.68% | $8M | 55.4K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.68% | $7M | 48.1K | Q1 2026 |
| Broyhill Asset Management, LLC$108M AUM | 0.68% | $733,050 | 5.0K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.68% | $8M | 54.1K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.67% | $1M | 9.3K | Q1 2026 |
| Marion Wealth Management$451M AUM | 0.67% | $3M | 20.7K | Q1 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 0.67% | $10M | 68.5K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.66% | $3M | 17.7K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.64% | $2M | 12.5K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.64% | $6M | 39.5K | Q1 2026 |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.64% | $3M | 18.3K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.63% | $3M | 21.2K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.63% | $2M | 12.4K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.63% | $2M | 15.8K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 0.63% | $4M | 25.2K | Q1 2026 |
| Advocate Investing Services LLC$118M AUM | 0.63% | $738,915 | 5.0K | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 0.62% | $1M | 9.6K | Q3 2025OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.62% | $1M | 7.5K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.62% | $1M | 7.2K | Q1 2026 |
| Elevation Advisory Partners LLC$107M AUM | 0.62% | $664,238 | 4.3K | Q1 2026 |
| Paloma Partners Management Co$510M AUM | 0.62% | $4M | 31.2K | Q2 2025OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.62% | $12M | 84.2K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.61% | $752,869 | 5.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.61% | $17M | 118.3K | Q1 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.61% | $40M | 257.5K | Q4 2025OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.61% | $824,632 | 5.6K | Q1 2026 |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.61% | $40M | 260.0K | Q4 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.61% | $12M | 89.7K | Q3 2025OLDER |
| BAYBAN$115M AUM | 0.60% | $695,225 | 4.7K | Q1 2026 |
| Cladis Investment Advisory, LLC$182M AUM | 0.60% | $1M | 7.5K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 0.60% | $2M | 14.6K | Q1 2026 |
| Shum Financial Group, Inc.$141M AUM | 0.60% | $845,646 | 5.8K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.60% | $13M | 89.0K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 0.60% | $695,472 | 4.7K | Q1 2026 |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.59% | $2M | 10.4K | Q1 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 0.59% | $7M | 47.8K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.59% | $8M | 54.7K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.59% | $1M | 7.5K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.59% | $4M | 27.9K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.58% | $1M | 9.4K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.58% | $1M | 8.6K | Q2 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.57% | $3M | 18.3K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.57% | $2M | 17.5K | Q2 2025OLDER |
| Canton Hathaway, LLC$496M AUM | 0.57% | $3M | 19.2K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.57% | $3M | 19.7K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.56% | $116M | 750.0K | Q4 2025OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.56% | $3M | 18.3K | Q1 2026 |
| Kagan Cocozza Asset Management$142M AUM | 0.56% | $794,773 | 5.4K | Q1 2026 |
| Fore Capital, LLC$162M AUM | 0.56% | $2M | 14.0K | Q3 2025OLDER |
| Colony Family Offices, LLC$406M AUM | 0.55% | $2M | 15.3K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.55% | $885,231 | 6.0K | Q1 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.55% | $932,886 | 6.4K | Q1 2026 |
| McHugh Group, LLC$169M AUM | 0.55% | $926,834 | 6.3K | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.55% | $825,224 | 5.6K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.55% | $1M | 7.7K | Q1 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.55% | $2M | 11.7K | Q1 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.55% | $570,637 | 3.9K | Q1 2026 |
| Loudon Investment Management, LLC$186M AUM | 0.55% | $1M | 6.7K | Q4 2025OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.55% | $1M | 8.9K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.54% | $5M | 32.3K | Q1 2026 |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.54% | $1M | 7.1K | Q1 2026 |
| Stone Wealth Partners$111M AUM | 0.54% | $602,982 | 4.1K | Q1 2026 |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.54% | $1M | 7.6K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.54% | $5M | 35.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.53% | $12M | 78.7K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.53% | $2M | 11.0K | Q3 2025OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.52% | $1M | 6.9K | Q1 2026 |
| Smith Asset Management Co., LLC$127M AUM | 0.52% | $606,526 | 4.1K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.52% | $1M | 7.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.51% | $15M | 103.6K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.51% | $11M | 78.1K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.51% | $964,042 | 6.6K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.51% | $7M | 49.1K | Q1 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.50% | $314M | 2.14M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.50% | $452M | 3.08M | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.50% | $21M | 144.2K | Q1 2026 |
| Trans-Canada Capital Inc.$1.4B AUM | 0.50% | $8M | 58.9K | Q3 2025OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.50% | $2M | 15.0K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.49% | $2M | 13.9K | Q1 2026 |
| Sun Group Wealth Partners$127M AUM | 0.49% | $622,799 | 4.2K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.49% | $6M | 37.7K | Q4 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.49% | $554,552 | 3.8K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.49% | $2M | 12.7K | Q1 2026 |
| MORTON COMMUNITY BANK$460M AUM | 0.48% | $2M | 15.2K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.48% | $1M | 8.1K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.48% | $106M | 726.0K | Q1 2026 |
| WP Advisors, LLC$387M AUM | 0.48% | $2M | 12.6K | Q1 2026 |
| Aberdeen Wealth Management LLC$219M AUM | 0.48% | $1M | 7.1K | Q1 2026 |
| Biondo Investment Advisors, LLC$780M AUM | 0.47% | $4M | 25.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.47% | $10M | 126.6K | Q1 2026 |
| Nelson Capital Management, LLC$819M AUM | 0.47% | $4M | 26.2K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.47% | $7M | 46.7K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.46% | $765,891 | 5.2K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.46% | $8M | 54.6K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.46% | $5M | 36.8K | Q1 2026 |
| SageGuard Financial Group, LLC$646M AUM | 0.46% | $3M | 20.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.46% | $341M | 2.32M | Q1 2026 |
| Tenzing Financial LLC$146M AUM | 0.46% | $610,656 | 4.1K | Q1 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.46% | $3M | 17.1K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.46% | $4M | 25.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.46% | $48M | 326.9K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.46% | $557,717 | 3.9K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.46% | $4M | 27.2K | Q1 2026 |
| Directional Asset Management$109M AUM | 0.45% | $492,079 | 3.4K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.45% | $783,308 | 5.3K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.44% | $3M | 17.3K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.44% | $32M | 221.6K | Q1 2026 |
| First National Bank of Hutchinson$157M AUM | 0.44% | $694,198 | 4.7K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.44% | $1M | 1.6K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.44% | $1M | 10.1K | Q2 2025OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.44% | $2M | 15.5K | Q1 2026 |
| RAMSEY QUANTITATIVE SYSTEMS$112M AUM | 0.44% | $459,261 | 3.3K | Q3 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.44% | $1M | 9.1K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.44% | $656,459 | 4.2K | Q4 2025OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.43% | $3M | 20.6K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.42% | $94M | 640.8K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.42% | $4M | 24.4K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.42% | $422,677 | 2.9K | Q1 2026 |
| WJ Financial Advisors LLC$124M AUM | 0.42% | $517,767 | 3.5K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.42% | $818,598 | 5.6K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.42% | $3M | 20.5K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.41% | $4M | 24.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.41% | $6M | 43.6K | Q1 2026 |
| Palumbo Wealth Management LLC$410M AUM | 0.41% | $2M | 11.5K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.41% | $12M | 81.6K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.41% | $1M | 8.2K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.40% | $2M | 14.3K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.40% | $5M | 33.8K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.40% | $493,049 | 3.4K | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 0.40% | $851,218 | 5.8K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.40% | $7M | 45.2K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.40% | $2M | 10.7K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.40% | $1M | 7.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.40% | $8M | 51.6K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.40% | $747,423 | 5.1K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.40% | $615,615 | 4.2K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.39% | $1M | 8.3K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.39% | $750,654 | 5.1K | Q1 2026 |
| LCNB CORP$297M AUM | 0.39% | $1M | 8.1K | Q2 2025OLDER |
| United Bank$301M AUM | 0.38% | $1M | 7.8K | Q1 2026 |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.38% | $2M | 12.8K | Q1 2026 |
| Kessler Investment Group, LLC$234M AUM | 0.38% | $891,648 | 5.8K | Q4 2025OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.38% | $2M | 14.6K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.37% | $1M | 9.1K | Q1 2026 |
| True Vision MN LLC$194M AUM | 0.37% | $733,907 | 4.7K | Q4 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.37% | $3M | 23.1K | Q1 2026 |
| Clearview Wealth Management LLC$141M AUM | 0.37% | $525,304 | 3.6K | Q1 2026 |
| Promus Capital, LLC$157M AUM | 0.37% | $580,061 | 4.2K | Q3 2025OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.37% | $406,110 | 2.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.37% | $16M | 107.3K | Q1 2026 |
| SIH Partners, LLLP$7.6B AUM | 0.37% | $13M | 92.3K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.36% | $63M | 466.1K | Q2 2025OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.36% | $1M | 6.9K | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 0.36% | $832,677 | 5.7K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.36% | $4M | 29.0K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.36% | $1M | 6.8K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.36% | $6M | 40.1K | Q1 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.36% | $589,356 | 4.0K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.36% | $820,618 | 5.3K | Q4 2025OLDER |
| Breed's Hill Capital LLC$208M AUM | 0.36% | $747,007 | 5.5K | Q2 2025OLDER |
| Intellectus Partners, LLC$490M AUM | 0.36% | $2M | 12.0K | Q1 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.36% | $695,518 | 4.7K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.36% | $578,230 | 3.9K | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 0.36% | $330,653 | 2.1K | Q4 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.36% | $649,042 | 4.4K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.35% | $1M | 9.2K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.35% | $16M | 111.7K | Q1 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.35% | $978,035 | 6.7K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.35% | $991,670 | 6.8K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.35% | $1M | 8.7K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.35% | $3M | 20.4K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.34% | $5M | 35.1K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.34% | $2M | 14.2K | Q1 2026 |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 0.34% | $580,868 | 4.0K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.34% | $12M | 80.0K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.34% | $712,606 | 4.9K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.34% | $4M | 25.5K | Q1 2026 |
| Roberts Wealth Advisors, LLC$394M AUM | 0.34% | $1M | 9.0K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 0.33% | $885,043 | 6.0K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.33% | $3M | 21.4K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.33% | $3M | 20.2K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 0.33% | $833,555 | 5.7K | Q1 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.33% | $376,055 | 2.6K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.33% | $991,963 | 6.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.33% | $4.5B | 31.02M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.33% | $226M | 1.54M | Q1 2026 |
| PLIMOTH TRUST CO LLC$447M AUM | 0.33% | $1M | 10.1K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.33% | $2M | 11.9K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.33% | $3M | 23.4K | Q1 2026 |
| DOLIVER ADVISORS, LP$440M AUM | 0.32% | $1M | 9.7K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.32% | $8M | 57.8K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.32% | $5M | 33.5K | Q1 2026 |
| Iyo Bank, Ltd.$281M AUM | 0.32% | $1M | 6.5K | Q4 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.32% | $3M | 19.5K | Q4 2025OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 0.32% | $476,629 | 3.3K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.32% | $4M | 26.5K | Q1 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.32% | $734,206 | 5.0K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.32% | $12M | 79.7K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.32% | $561,663 | 3.8K | Q1 2026 |
| Agate Pass Investment Management, LLC$271M AUM | 0.32% | $805,622 | 5.5K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.31% | $5M | 33.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.