XLYSELECT SECTOR SPDR TR
CUSIP 81369Y407 · Yahoo Finance ↗ · Google Finance ↗
Select Sector Spdr Tr (XLY) has 1,267 institutional holders in Filings Flow’s 13F database, together reporting 152.10M shares worth $16.6B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
1,267
Q1 2026
Reported Value
$16.6B
Ticker
XLY
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.31% | $4.2B | 38.98M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.09% | $1.4B | 12.96M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.05% | $883M | 8.10M | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.30% | $717M | 6.58M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.09% | $602M | 5.52M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.06% | $545M | 5.00M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.07% | $540M | 4.96M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.08% | $501M | 4.60M | Q1 2026 |
| Elliott Investment Management L.P.$20.1B AUM | 2.33% | $469M | 4.30M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.10% | $385M | 3.53M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.04% | $372M | 3.41M | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.25% | $348M | 1.44M | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.09% | $333M | 3.06M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.37% | $329M | 3.02M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.10% | $327M | 3.00M | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 2.80% | $323M | 2.96M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.07% | $308M | 2.53M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.07% | $295M | 2.71M | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 4.13% | $265M | 2.43M | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.38% | $229M | 1.92M | Q4 2025OLDER |
| Main Management ETF Advisors, LLC$2.7B AUM | 8.46% | $227M | 2.08M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $218M | 2.00M | Q1 2026 |
| CHURCHILL MANAGEMENT Corp$9.2B AUM | 2.37% | $218M | 1.00M | Q2 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 2.37% | $216M | 1.98M | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.34% | $205M | 1.88M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.16% | $193M | 1.77M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.41% | $181M | 1.51M | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $150M | 1.38M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $139M | 1.27M | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.92% | $136M | 1.25M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.24% | $131M | 1.20M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.17% | $130M | 1.19M | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.73% | $122M | 1.12M | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.58% | $122M | 1.12M | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 2.46% | $102M | 936.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $98M | 902.3K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.11% | $96M | 877.6K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.34% | $94M | 863.6K | Q1 2026 |
| Main Management Fund Advisors LLC$1.2B AUM | 8.65% | $89M | 372.6K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.06% | $71M | 647.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $67M | 610.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $65M | 593.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $64M | 590.0K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 2.01% | $63M | 578.8K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.28% | $63M | 574.5K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.70% | $62M | 568.0K | Q1 2026 |
| Rokos Capital Management LLP$13.2B AUM | 0.46% | $61M | 558.2K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.28% | $59M | 537.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.78% | $58M | 535.5K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.28% | $58M | 242.3K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.07% | $58M | 532.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.09% | $58M | 530.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.10% | $58M | 528.5K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.79% | $54M | 496.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $53M | 489.3K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.82% | $53M | 485.8K | Q1 2026 |
| Main Management LLC$1.4B AUM | 3.84% | $53M | 484.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.06% | $48M | 438.0K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $48M | 437.8K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $48M | 437.0K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 1.19% | $44M | 400.6K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 2.40% | $44M | 181.9K | Q3 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.03% | $43M | 362.9K | Q4 2025OLDER |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.55% | $43M | 397.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.21% | $43M | 396.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $42M | 382.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.11% | $41M | 374.3K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.11% | $41M | 373.5K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 1.74% | $39M | 362.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 1.37% | $39M | 356.5K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.16% | $36M | 329.9K | Q1 2026 |
| Edenbrook Capital, LLC$321M AUM | 6.14% | $36M | 150.0K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $36M | 327.9K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $35M | 322.4K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 2.09% | $31M | 286.4K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.82% | $31M | 284.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $31M | 280.6K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $30M | 276.3K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.30% | $30M | 248.1K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 1.56% | $29M | 270.0K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $29M | 268.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.27% | $28M | 128.0K | Q2 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.88% | $27M | 232.5K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.29% | $26M | 108.7K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.22% | $25M | 230.9K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.03% | $25M | 230.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.13% | $25M | 227.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.03% | $24M | 221.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.30% | $24M | 221.3K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.27% | $24M | 219.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $23M | 214.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $23M | 208.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.06% | $22M | 204.4K | Q1 2026 |
| IMZ Advisory Inc$316M AUM | 8.37% | $22M | 203.1K | Q1 2026 |
| Swan Global Investments, LLC$3.0B AUM | 0.74% | $22M | 203.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $22M | 198.5K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 1.18% | $21M | 195.9K | Q1 2026 |
| Biltmore Wealth Management, LLC$281M AUM | 7.52% | $21M | 194.1K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 3.52% | $21M | 190.9K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 1.15% | $20M | 94.2K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $20M | 183.1K | Q1 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.29% | $20M | 180.7K | Q1 2026 |
| SAMLYN CAPITAL, LLC$5.9B AUM | 0.33% | $20M | 179.8K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.02% | $19M | 178.5K | Q1 2026 |
| MARTIN & CO INC /TN/$587M AUM | 3.30% | $19M | 177.8K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.07% | $19M | 172.9K | Q1 2026 |
| Eisler Capital Management Ltd.$22.6B AUM | 0.08% | $19M | 77.7K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $18M | 153.6K | Q1 2026 |
| 111 Capital$406M AUM | 4.43% | $18M | 165.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 162.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $18M | 167.3K | Q1 2026 |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 4.25% | $17M | 146.3K | Q4 2025OLDER |
| Perbak Capital Partners LLP$406M AUM | 4.16% | $17M | 155.1K | Q1 2026 |
| SRB CORP$1.6B AUM | 1.03% | $17M | 154.5K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 1.50% | $17M | 157.1K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 1.26% | $17M | 153.3K | Q1 2026 |
| Janney Capital Management LLC$1.6B AUM | 1.00% | $16M | 133.4K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.22% | $16M | 146.0K | Q1 2026 |
| Volterra Technologies LP$823M AUM | 1.93% | $16M | 145.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $16M | 144.4K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.66% | $16M | 144.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.06% | $15M | 142.2K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.22% | $15M | 141.2K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.04% | $15M | 140.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.08% | $15M | 139.9K | Q1 2026 |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.44% | $15M | 127.4K | Q4 2025OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 3.42% | $15M | 130.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.03% | $15M | 135.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $15M | 134.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.04% | $14M | 132.1K | Q1 2026 |
| Marks Wealth, LLC$380M AUM | 4.39% | $14M | 59.3K | Q3 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.12% | $14M | 118.3K | Q4 2025OLDER |
| TCP Asset Management, LLC$778M AUM | 1.78% | $14M | 127.2K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.15% | $14M | 126.3K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 1.42% | $14M | 125.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.07% | $14M | 124.2K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 3.50% | $14M | 124.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $13M | 123.6K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.79% | $13M | 121.6K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.98% | $13M | 121.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $13M | 157.2K | Q1 2026 |
| Stillwater Capital Advisors, LLC$876M AUM | 1.51% | $13M | 121.3K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.22% | $13M | 121.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.05% | $13M | 108.4K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 118.2K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.05% | $13M | 117.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.14% | $13M | 115.5K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 2.46% | $13M | 114.8K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.52% | $12M | 114.3K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.99% | $12M | 114.0K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $12M | 113.5K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.02% | $12M | 113.0K | Q1 2026 |
| Clarity Financial LLC$919M AUM | 1.34% | $12M | 112.9K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.08% | $12M | 101.4K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $12M | 110.9K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.10% | $12M | 97.8K | Q4 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.53% | $12M | 106.2K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.94% | $12M | 105.9K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.27% | $11M | 104.9K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.01% | $11M | 103.5K | Q1 2026 |
| Vickerman Investment Advisors, Inc.$476M AUM | 2.36% | $11M | 102.9K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.31% | $11M | 100.4K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.48% | $11M | 99.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 96.0K | Q1 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 7.88% | $10M | 90.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $10M | 89.9K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.14% | $10M | 89.5K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 1.56% | $10M | 80.8K | Q4 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.74% | $10M | 87.6K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 86.4K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.21% | $9M | 84.7K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.04% | $9M | 84.5K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 1.20% | $9M | 84.4K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.25% | $9M | 83.9K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.06% | $9M | 83.7K | Q1 2026 |
| Tamar Securities, LLC$934M AUM | 0.97% | $9M | 82.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.21% | $9M | 81.1K | Q1 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.02% | $9M | 40.2K | Q2 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.17% | $9M | 78.6K | Q1 2026 |
| Winthrop Capital Management, LLC$389M AUM | 2.20% | $9M | 78.6K | Q1 2026 |
| Dauntless Investment Group, LLC$151M AUM | 5.63% | $9M | 78.0K | Q1 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 4.45% | $8M | 76.7K | Q1 2026 |
| Maven Securities LTD$5.2B AUM | 0.18% | $8M | 69.9K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $8M | 75.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 75.6K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.52% | $8M | 75.3K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $8M | 34.1K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.46% | $8M | 71.8K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.10% | $8M | 68.0K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.19% | $8M | 73.2K | Q1 2026 |
| Asset Advisors Investment Management, LLC$1.0B AUM | 0.76% | $8M | 72.9K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 2.22% | $8M | 72.6K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.87% | $8M | 65.7K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $8M | 71.0K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.78% | $8M | 70.6K | Q1 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 1.79% | $8M | 70.2K | Q1 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 0.99% | $8M | 70.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $8M | 69.8K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 2.16% | $8M | 69.6K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.01% | $7M | 66.9K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.07% | $7M | 66.6K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.93% | $7M | 58.8K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.18% | $7M | 64.3K | Q1 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 0.89% | $7M | 64.2K | Q1 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 1.37% | $7M | 63.6K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 2.88% | $7M | 63.6K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.04% | $7M | 63.4K | Q1 2026 |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 3.31% | $7M | 31.7K | Q2 2025OLDER |
| ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM | 0.25% | $7M | 31.7K | Q2 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.18% | $7M | 62.8K | Q1 2026 |
| THOR TRADING ADVISORS, LLC$241M AUM | 2.83% | $7M | 62.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 62.8K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.09% | $7M | 61.9K | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.72% | $7M | 61.9K | Q1 2026 |
| FARMERS TRUST CO$637M AUM | 1.03% | $7M | 60.3K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 60.0K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.12% | $6M | 59.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.15% | $6M | 59.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $6M | 58.9K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.99% | $6M | 54.2K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 58.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.21% | $6M | 58.2K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.01% | $6M | 57.8K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.58% | $6M | 57.6K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.26% | $6M | 57.4K | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 0.35% | $6M | 56.9K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.23% | $6M | 55.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 55.2K | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 0.11% | $6M | 55.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 54.7K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.40% | $6M | 49.6K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $6M | 53.8K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.78% | $6M | 25.0K | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.64% | $6M | 53.7K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 2.54% | $6M | 53.4K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.16% | $6M | 53.3K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.26% | $6M | 52.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $6M | 52.4K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.10% | $6M | 50.0K | Q1 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 1.34% | $6M | 51.3K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $6M | 51.2K | Q1 2026 |
| Cooksen Wealth, LLC$138M AUM | 4.01% | $6M | 50.6K | Q1 2026 |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.09% | $5M | 50.0K | Q1 2026 |
| Compass Wealth Management, LLC/GA$234M AUM | 2.29% | $5M | 49.2K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.26% | $5M | 49.0K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.31% | $5M | 48.8K | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.46% | $5M | 48.7K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.59% | $5M | 48.4K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.47% | $5M | 48.1K | Q1 2026 |
| Paloma Partners Management Co$510M AUM | 0.77% | $5M | 24.1K | Q2 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.11% | $5M | 48.0K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.98% | $5M | 43.7K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.10% | $5M | 47.2K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $5M | 47.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 47.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.16% | $5M | 41.7K | Q4 2025OLDER |
| BANK HAPOALIM BM$652M AUM | 0.76% | $5M | 45.7K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.06% | $5M | 45.6K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.41% | $5M | 45.2K | Q1 2026 |
| Mission Hills Financial Advisory, LLC$195M AUM | 2.51% | $5M | 45.0K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.33% | $5M | 44.8K | Q1 2026 |
| Algorithmic Investment Models, LLC$81M AUM | 5.98% | $5M | 40.6K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $5M | 44.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 44.4K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.12% | $5M | 43.9K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.64% | $5M | 40.0K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.15% | $5M | 43.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 43.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 43.4K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.02% | $5M | 43.4K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 2.06% | $5M | 19.7K | Q3 2025OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.52% | $5M | 43.2K | Q1 2026 |
| Monument Capital Management$399M AUM | 1.17% | $5M | 19.4K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $5M | 42.7K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.37% | $5M | 42.5K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.02% | $5M | 42.4K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.14% | $5M | 42.2K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.10% | $5M | 42.1K | Q1 2026 |
| FCA CORP /TX$354M AUM | 1.29% | $5M | 42.1K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 1.56% | $5M | 41.9K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.08% | $5M | 38.2K | Q4 2025OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.22% | $5M | 42.9K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $5M | 18.9K | Q3 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.17% | $4M | 20.6K | Q2 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $4M | 40.9K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 40.8K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.38% | $4M | 40.7K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 2.74% | $4M | 40.5K | Q1 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.73% | $4M | 36.8K | Q4 2025OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 2.53% | $4M | 40.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $4M | 39.3K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.73% | $4M | 35.7K | Q4 2025OLDER |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 0.90% | $4M | 35.5K | Q4 2025OLDER |
| Encompass More Asset Management$597M AUM | 0.77% | $4M | 35.0K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.19% | $4M | 38.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.19% | $4M | 38.4K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 38.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.03% | $4M | 37.8K | Q1 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 2.25% | $4M | 37.7K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 1.56% | $4M | 37.6K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 37.5K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 1.11% | $4M | 37.2K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 1.75% | $4M | 33.8K | Q4 2025OLDER |
| SkyView Investment Advisors, LLC$743M AUM | 0.54% | $4M | 36.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 36.9K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 36.6K | Q1 2026 |
| LightSquare Wealth Management, LLC$133M AUM | 2.99% | $4M | 36.6K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.02% | $4M | 36.6K | Q1 2026 |
| Dai-ichi Life Holdings, Inc.$104M AUM | 4.64% | $4M | 18.2K | Q2 2025OLDER |
| EHP Funds Inc.$44M AUM | 9.08% | $4M | 33.2K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 36.3K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.05% | $4M | 37.3K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $4M | 35.8K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 0.65% | $4M | 32.5K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.11% | $4M | 35.0K | Q1 2026 |
| Attessa Capital LLC$223M AUM | 2.07% | $4M | 35.0K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $4M | 34.9K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.50% | $4M | 34.8K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.13% | $4M | 19.2K | Q1 2026 |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 2.97% | $4M | 34.1K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.13% | $4M | 33.9K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.16% | $4M | 30.9K | Q4 2025OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.75% | $4M | 33.8K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 1.00% | $4M | 33.5K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.31% | $4M | 33.5K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.88% | $4M | 33.5K | Q1 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 0.24% | $4M | 33.5K | Q1 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.39% | $4M | 33.3K | Q1 2026 |
| DV Trading LLC$4.2B AUM | 0.09% | $4M | 33.3K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 3.18% | $4M | 33.1K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 1.67% | $4M | 30.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 32.5K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $4M | 32.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.09% | $4M | 16.1K | Q2 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 1.09% | $4M | 32.1K | Q1 2026 |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 1.16% | $3M | 32.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.18% | $3M | 31.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $3M | 31.7K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.35% | $3M | 31.2K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.14% | $3M | 31.1K | Q1 2026 |
| NEVILLE RODIE & SHAW INC$1.5B AUM | 0.25% | $3M | 31.1K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.04% | $3M | 28.2K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.16% | $3M | 30.8K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.96% | $3M | 30.7K | Q1 2026 |
| Canton Hathaway, LLC$496M AUM | 0.67% | $3M | 30.6K | Q1 2026 |
| Nelson Capital Management, LLC$819M AUM | 0.40% | $3M | 30.4K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.46% | $3M | 30.3K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.05% | $3M | 30.1K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.09% | $3M | 30.0K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 0.74% | $3M | 27.3K | Q4 2025OLDER |
| jvl associates llc$352M AUM | 1.08% | $3M | 29.6K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.27% | $3M | 27.0K | Q4 2025OLDER |
| Symmetry Investments LP$913M AUM | 0.35% | $3M | 29.5K | Q1 2026 |
| TRUST CO OF OKLAHOMA$343M AUM | 0.93% | $3M | 29.3K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $3M | 28.5K | Q1 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 0.26% | $3M | 28.4K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.35% | $3M | 28.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 28.3K | Q1 2026 |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.12% | $3M | 28.9K | Q1 2026 |
| Bank of Marin$137M AUM | 2.22% | $3M | 28.0K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.23% | $3M | 12.7K | Q3 2025OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.80% | $3M | 27.8K | Q1 2026 |
| MontVue Capital Management, Inc.$147M AUM | 2.04% | $3M | 27.4K | Q1 2026 |
| ES4, LLC$155M AUM | 1.91% | $3M | 27.2K | Q1 2026 |
| Marion Wealth Management$451M AUM | 0.65% | $3M | 27.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 27.0K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.08% | $3M | 26.9K | Q1 2026 |
| Wall Capital Group, Inc.$94M AUM | 3.11% | $3M | 26.7K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.16% | $3M | 26.6K | Q1 2026 |
| Mathes Company, Inc.$274M AUM | 1.06% | $3M | 26.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 26.6K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.06% | $3M | 13.1K | Q2 2025OLDER |
| CV Advisors LLC$366M AUM | 0.77% | $3M | 26.0K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.07% | $3M | 25.9K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 25.7K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.71% | $3M | 25.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.10% | $3M | 25.5K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.15% | $3M | 25.4K | Q1 2026 |
| Quantessence Capital LLC$21M AUM | 0.87% | $3M | 11.4K | Q3 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.01% | $3M | 25.1K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 1.48% | $3M | 24.9K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 0.83% | $3M | 24.8K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $3M | 24.7K | Q1 2026 |
| Zullo Investment Group, Inc.$264M AUM | 1.01% | $3M | 24.5K | Q1 2026 |
| Trust Co$1.1B AUM | 0.25% | $3M | 24.4K | Q1 2026 |
| Graetz Wealth LLC$112M AUM | 2.40% | $3M | 22.1K | Q4 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.77% | $3M | 24.0K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.23% | $3M | 24.0K | Q1 2026 |
| Ring Mountain Capital, LLC$183M AUM | 1.42% | $3M | 23.9K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.54% | $3M | 23.9K | Q1 2026 |
| Crew Capital Management, Ltd$151M AUM | 1.72% | $3M | 23.8K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.18% | $3M | 23.7K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.04% | $3M | 23.6K | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 2.17% | $3M | 23.4K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 23.3K | Q1 2026 |
| Markin Asset Management, LP$117M AUM | 2.79% | $3M | 23.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $3M | 23.3K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $3M | 21.2K | Q4 2025OLDER |
| Advisor Resource Council$309M AUM | 0.82% | $3M | 23.2K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.16% | $3M | 23.9K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.18% | $3M | 23.1K | Q1 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.00% | $3M | 10.4K | Q3 2025OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.15% | $2M | 20.9K | Q4 2025OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.25% | $2M | 22.7K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.02% | $2M | 23.0K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.05% | $2M | 22.4K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.06% | $2M | 22.2K | Q1 2026 |
| Constitution Capital LLC$195M AUM | 1.20% | $2M | 22.1K | Q1 2026 |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.93% | $2M | 22.0K | Q1 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 2.30% | $2M | 21.9K | Q1 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.21% | $2M | 22.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 22.0K | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.04% | $2M | 21.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 10.9K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.09% | $2M | 21.5K | Q1 2026 |
| Brueske Advisory Services, LLC$0 AUM | 1.28% | $2M | 9.8K | Q3 2025OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$0 AUM | 0.04% | $2M | 19.6K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 21.5K | Q1 2026 |
| 5th Street Advisors, LLC$232M AUM | 1.16% | $2M | 10.7K | Q2 2025OLDER |
| Colony Family Offices, LLC$406M AUM | 0.58% | $2M | 21.4K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 21.4K | Q1 2026 |
| Donald L. Hagan, LLC$204M AUM | 1.14% | $2M | 9.7K | Q3 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.16% | $2M | 21.3K | Q1 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA$367M AUM | 0.63% | $2M | 21.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $2M | 21.2K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.12% | $2M | 21.0K | Q1 2026 |
| Point Windward Advisors Inc.$200M AUM | 1.14% | $2M | 20.9K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.35% | $2M | 20.7K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $2M | 20.7K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.08% | $2M | 20.7K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.60% | $2M | 18.8K | Q4 2025OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.63% | $2M | 20.6K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.22% | $2M | 18.6K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.11% | $2M | 18.6K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 20.4K | Q1 2026 |
| CFC Planning Co LLC$140M AUM | 2.09% | $2M | 10.2K | Q2 2025OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.98% | $2M | 20.3K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.32% | $2M | 20.1K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.08% | $2M | 20.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 20.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 19.9K | Q1 2026 |
| Essex LLC$566M AUM | 0.38% | $2M | 19.9K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.16% | $2M | 19.8K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.07% | $2M | 19.6K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $2M | 19.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 19.5K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.14% | $2M | 19.4K | Q1 2026 |
| RiverGlades Family Offices LLC$170M AUM | 1.24% | $2M | 19.3K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.10% | $2M | 8.8K | Q4 2025OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.33% | $2M | 19.2K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.40% | $2M | 19.2K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 1.03% | $2M | 18.9K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 18.8K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 0.28% | $2M | 18.8K | Q1 2026 |
| Curat Global, LLC$102M AUM | 2.01% | $2M | 18.7K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.46% | $2M | 18.6K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $2M | 18.6K | Q1 2026 |
| 10Elms LLP$159M AUM | 1.26% | $2M | 17.5K | Q1 2026 |
| STRAIGHTLINE GROUP LLC$201M AUM | 0.99% | $2M | 18.4K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 1.06% | $2M | 18.3K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 18.2K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.11% | $2M | 18.0K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.02% | $2M | 18.0K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 1.06% | $2M | 17.9K | Q1 2026 |
| Terra Nova Asset Management LLC$135M AUM | 1.44% | $2M | 17.9K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.17% | $2M | 17.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.10% | $2M | 17.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 17.7K | Q1 2026 |
| CTC Alternative Strategies, Ltd.$44M AUM | 4.37% | $2M | 17.7K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 0.82% | $2M | 17.8K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.70% | $2M | 17.5K | Q1 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 1.14% | $2M | 16.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 17.3K | Q1 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 0.44% | $2M | 15.8K | Q4 2025OLDER |
| Advisory Resource Group$581M AUM | 0.32% | $2M | 17.2K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 17.2K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 1.22% | $2M | 17.1K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 17.0K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.06% | $2M | 17.0K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $2M | 17.0K | Q1 2026 |
| Sollinda Capital Management LLC$412M AUM | 0.47% | $2M | 15.5K | Q4 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.11% | $2M | 16.9K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.05% | $2M | 16.8K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.12% | $2M | 16.8K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 15.3K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.06% | $2M | 16.5K | Q1 2026 |
| Payne Capital LLC$109M AUM | 1.65% | $2M | 16.5K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 15.0K | Q4 2025OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 0.96% | $2M | 16.4K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.62% | $2M | 16.2K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 14.7K | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.11% | $2M | 16.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 16.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.09% | $2M | 15.8K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.10% | $2M | 15.8K | Q1 2026 |
| Elk River Wealth Management LLC$602M AUM | 0.28% | $2M | 14.4K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.14% | $2M | 15.6K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.61% | $2M | 15.6K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $2M | 15.6K | Q1 2026 |
| Vertex Investment Solutions Co., Ltd.$87M AUM | 1.94% | $2M | 15.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.