XSSPXNUVEEN S&P 500 DYNAMIC OVERW
CUSIP 6706EW100 · Yahoo Finance ↗ · Google Finance ↗
Nuveen S&P 500 Dynamic Overw (XSSPX) has 225 institutional holders in Filings Flow’s 13F database, together reporting 30.98M shares worth $481M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Lpl Financial LLC, and Invesco Ltd..
Institutional Holders
225
Q1 2026
Reported Value
$481M
Ticker
XSSPX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 2.28% | $7M | 407.3K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 1.49% | $3M | 197.5K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 1.40% | $2M | 94.5K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 1.31% | $1M | 85.3K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 1.15% | $5M | 325.5K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.99% | $2M | 98.9K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.93% | $964,703 | 60.0K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.81% | $2M | 149.1K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.81% | $7M | 430.4K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.75% | $922,073 | 57.4K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.68% | $25M | 1.54M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.58% | $3M | 201.6K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.54% | $1M | 66.6K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.53% | $3M | 151.6K | Q2 2026 |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.53% | $2M | 130.9K | Q1 2026OLDER |
| Bulldog Investors, LLP$445M AUM | 0.45% | $2M | 125.4K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.43% | $2M | 109.2K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.40% | $474,840 | 29.5K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.39% | $844,689 | 52.6K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.36% | $584,145 | 36.4K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.32% | $1M | 88.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.32% | $19M | 1.19M | Q1 2026OLDER |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 0.30% | $810,924 | 50.5K | Q1 2026OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.27% | $491,356 | 30.6K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.25% | $3M | 203.4K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.24% | $525,296 | 32.7K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.24% | $344,839 | 18.5K | Q2 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.23% | $1M | 89.1K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.23% | $824,520 | 51.3K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.22% | $690,062 | 42.9K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.22% | $362,068 | 22.5K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.19% | $390,613 | 24.3K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.19% | $1M | 80.2K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.17% | $238,561 | 14.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.16% | $1M | 64.8K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.16% | $697,675 | 37.4K | Q2 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.16% | $231,221 | 14.4K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.15% | $2M | 131.0K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.15% | $239,909 | 14.9K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.14% | $431,817 | 26.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.14% | $1M | 68.3K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.14% | $2M | 118.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.14% | $5M | 254.2K | Q2 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.13% | $17M | 1.05M | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.12% | $161,806 | 10.1K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.12% | $288,366 | 17.9K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.11% | $641,477 | 39.9K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.10% | $202,568 | 12.6K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.10% | $107,942 | 6.7K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.10% | $258,766 | 16.1K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.09% | $262,636 | 16.3K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.09% | $263,963 | 16.4K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.09% | $198,314 | 12.3K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.09% | $9M | 549.6K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.08% | $2M | 99.3K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.07% | $455,360 | 28.3K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.07% | $5M | 285.5K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.07% | $191,706 | 11.9K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.06% | $67,467 | 4.2K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.06% | $563,591 | 35.1K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.06% | $251,290 | 15.6K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.06% | $801,154 | 49.9K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.05% | $112,491 | 7.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 74.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.05% | $244,505 | 15.2K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.05% | $456,314 | 26.1K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $685,839 | 42.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.05% | $823,298 | 51.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.05% | $192,726 | 10.3K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $512,215 | 31.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $591,167 | 36.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $413,856 | 25.8K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.04% | $26M | 1.62M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 247.5K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.04% | $73,920 | 4.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $717,349 | 44.6K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.04% | $182,899 | 11.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 66.4K | Q2 2026 |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.03% | $462,832 | 28.8K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $170,246 | 10.6K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.03% | $249,269 | 15.5K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.03% | $40,577 | 2.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 99.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $650,820 | 40.5K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $796,906 | 49.6K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.02% | $242,450 | 15.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $670,183 | 41.7K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $180,240 | 11.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.02% | $579,345 | 36.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $313,305 | 19.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $22,620 | 1.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 208.7K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.02% | $228,307 | 14.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $266,522 | 16.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 590.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 209.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $612,331 | 38.1K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $290,952 | 15.6K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $261,861 | 16.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $645,262 | 37.1K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $239,218 | 14.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $26,259 | 1.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $655,910 | 40.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $345,753 | 18.5K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 592.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 75.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 1.84M | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $640,021 | 39.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 91.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $274,094 | 15.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $32M | 1.97M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $80,599 | 5.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $42M | 2.63M | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $648,192 | 40.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 135.7K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $579,341 | 36.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 92.0K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $40,465 | 2.5K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $323,921 | 20.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $1M | 66.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $13,493 | 840 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $592,025 | 36.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 245.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $305,250 | 19.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 324.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $31M | 1.95M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $30M | 1.88M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 262.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $116,154 | 7.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 63.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.00% | $185,769 | 11.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $222,280 | 13.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 85.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $732,336 | 45.6K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $53,161 | 2.9K | Q2 2026 |
| Crews Bank & Trust$690M AUM | 0.00% | $24,905 | 1.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $477,039 | 29.7K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $18,352 | 1.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $224,241 | 14.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $309,282 | 19.2K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $233,923 | 12.6K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $239,562 | 14.9K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $8,855 | 551 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $766,573 | 47.7K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $223,199 | 13.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $529,302 | 32.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $231,676 | 14.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $85,834 | 5.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $225,912 | 14.1K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.00% | $4,330 | 240 | Q4 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $24,288 | 1.5K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $56,573 | 3.0K | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $32,140 | 2.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 108.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $65,358 | 4.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 141.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $118,010 | 6.3K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $28,605 | 1.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $224,225 | 14.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $222,082 | 13.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 430.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 1.33M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 528.7K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $417,499 | 26.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $7,521 | 468 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $747,966 | 46.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $979,150 | 60.9K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $3,069 | 191 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $3,455 | 215 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $28,494 | 1.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $704,518 | 43.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $65,675 | 3.8K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,471 | 92 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 246.3K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $50,637 | 3.2K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $5,611 | 301 | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $213,453 | 13.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $323,020 | 20.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $556,547 | 34.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $62,319 | 3.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $17,517 | 971 | Q4 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $2,330 | 145 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,411 | 150 | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $3,359 | 209 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $22,871 | 1.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $11,035 | 677 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $33,876 | 2.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $838,259 | 52.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $9,337 | 581 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $3,427 | 213 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $2,025 | 126 | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $1,543 | 96 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $724,761 | 45.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $11,961 | 663 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,271 | 328 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $312,613 | 19.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $138,011 | 8.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $6,974 | 434 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $8,549 | 532 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $225,712 | 14.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $203,801 | 12.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $385,084 | 24.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 230.7K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $27,809 | 2.1K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,487 | 93 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $447 | 24 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $809,671 | 50.4K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $1,125 | 70 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $67,462 | 4.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $216,878 | 13.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $45,100 | 2.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,780 | 173 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $18,040 | 1.0K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,764 | 172 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $301,778 | 18.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $16,070 | 1.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,499 | 840 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $46,539 | 2.9K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $6,174 | 390 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,861 | 178 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3,407 | 212 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $269 | 17 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | — | $0 | 1.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.