SS SPDR S&P 400 MC Val ETFMDYVETF
13F holders, Q2 2025 (June 30)380holders +7
25new positions
19sold out
3famous investors
$79.72avg. 13F price*
At the end of Q2 2025, 380 institutions reported holding SS SPDR S&P 400 MC Val ETF (MDYV) in their 13F filings, up 7 from Q1 2025. 25 opened new positions and 19 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($187.0M), NorthRock Partners, LLC ($108.7M) and Financial Engines Advisors L.L.C. ($102.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 400 MC Val ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $16.3M |
| Exits | 19 | $36.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,343,000 shares bought and 2,195,833 shares sold, net −852,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Wealth Enhancement Advisory Services, LLC | 0.31% | Reduce -9.8% | 2,272,842 | $187.0M |
| NorthRock Partners, LLC | 2.84% | Add +3.1% | 1,369,003 | $108.7M |
| Financial Engines Advisors L.L.C. | 0.20% | Reduce -0.3% | 1,287,112 | $102.2M |
| LPL Financial LLC | 0.03% | Reduce -4.8% | 1,081,722 | $85.9M |
| Stifel Financial Corp. | 0.07% | Add +26.0% | 842,491 | $66.9M |
| Morgan Stanley | 0.00% | Add +1.8% | 737,563 | $58.6M |
| Benjamin Edwards Inc. | 0.72% | Add +26.2% | 714,877 | $56.8M |
| Lutz Financial Services LLC | 4.32% | Reduce -0.4% | 701,235 | $55.7M |
| FAS Wealth Partners, Inc. | 3.46% | Add +5.8% | 588,546 | $46.7M |
| AE Wealth Management LLC | 0.33% | Add +2.0% | 569,021 | $45.2M |
| Tiaa Trust, National Association | 0.12% | Reduce -7.6% | 555,840 | $44.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 478,833 | $38.0M |
| Avantax Planning Partners, Inc. | 1.19% | Add +14.8% | 472,930 | $37.6M |
| Canandaigua National Bank & Trust Co. | 2.93% | Reduce -0.7% | 396,825 | $31.5M |
| Klingman & Associates, LLC | 1.63% | Add +7.6% | 372,304 | $29.6M |
| First Pacific Financial | 4.20% | Add +1.6% | 358,986 | $28.5M |
| First National Trust Co | 1.07% | Add +5.2% | 358,855 | $28.5M |
| Equitable Holdings, Inc. | 0.21% | Add +11.2% | 323,016 | $25.7M |
| Confluence Investment Management LLC | 0.35% | Add +26.4% | 308,171 | $24.5M |
| Convergence Financial, LLC | 3.85% | Add +5.3% | 282,007 | $22.4M |
| GHP Investment Advisors, Inc. | 0.98% | Add +1.2% | 278,533 | $22.1M |
| HighTower Advisors, LLC | 0.03% | Add +12.3% | 271,959 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 246,184 | $19.6M |
| Asset Dedication, LLC | 1.28% | Reduce -1.5% | 222,564 | $17.7M |
| Rodgers & Associates, LTD | 1.88% | Reduce -0.2% | 215,566 | $17.1M |
| Cetera Investment Advisers | 0.03% | Reduce -16.3% | 209,018 | $16.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -38.4% | 205,712 | $16.3M |
| ERn Financial, LLC | 3.30% | Reduce -6.3% | 196,840 | $15.6M |
| IHT Wealth Management, LLC | 0.43% | Add +3.8% | 196,259 | $15.6M |
| Cwm, LLC | 0.04% | Add +8.0% | 153,866 | $12.2M |
| Balanced Wealth Group LLC | 5.30% | Add +7.5% | 152,171 | $12.2M |
| McAdam, LLC | 0.67% | Reduce -1.3% | 153,601 | $12.2M |
| MML Investors Services, LLC | 0.04% | Add +86.7% | 152,886 | $12.1M |
| Jones Financial Companies LLLP | 0.01% | Add +32.6% | 140,800 | $11.2M |
| Signet Financial Management, LLC | 1.35% | Reduce -8.4% | 135,364 | $10.8M |
| Private Wealth Management Group, LLC | 3.49% | Reduce -1.0% | 132,360 | $10.5M |
| Mariner, LLC | 0.01% | Add +0.2% | 126,115 | $10.0M |
| Marathon Mission, Inc. | 6.31% | Reduce -19.8% | 124,943 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.6% | 123,000 | $9.8M |
| Cary Street Partners Financial LLC | 0.27% | Reduce -8.7% | 122,769 | $9.8M |
| Alesco Advisors, LLC, An ESL Co | 0.27% | Reduce -0.6% | 118,673 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -32.6% | 114,111 | $9.1M |
| KWB Wealth | 1.10% | Reduce -34.8% | 117,493 | $9.1M |
| JNBA Financial Advisors | 0.83% | Reduce -8.3% | 108,014 | $8.6M |
| Avantax Advisory Services, Inc. | 0.05% | Add +19.1% | 104,770 | $8.3M |
| Osaic Holdings, Inc. | 0.01% | Add +21.6% | 104,869 | $8.3M |
| Total Wealth Planning, LLC | 1.02% | Add +6.8% | 102,071 | $8.1M |
| Prestige Wealth Management Group LLC | 1.61% | Add +2.1% | 99,136 | $7.9M |
| WCG Wealth Advisors LLC | 0.47% | Add +4.2% | 92,410 | $7.3M |
| WealthShield Partners, LLC | 0.87% | Reduce -0.8% | 90,842 | $7.2M |
| Bank of America Corp. | 0.00% | Add +31.4% | 89,687 | $7.1M |
| Rockbridge Investment Management, LCC | 0.75% | Reduce -5.2% | 88,202 | $7.0M |
| Prism Advisors, Inc. | 1.96% | New | 86,554 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +19.1% | 84,799 | $6.7M |
| IAG Wealth Partners, LLC | 0.87% | Add +44.0% | 83,064 | $6.6M |
| Capital Wealth Management, LLC | 2.46% | Add +2.3% | 82,905 | $6.6M |
| Avior Wealth Management, LLC | 0.21% | Reduce -61.4% | 77,880 | $6.2M |
| Sage Financial Group Inc. | 0.45% | Reduce -0.3% | 76,149 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 73,872 | $5.9M |
| Councilor Wealth, LLC | 2.63% | Reduce -4.5% | 70,934 | $5.6M |
| Diligent Investors, LLC | 1.33% | Reduce -7.5% | 70,629 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | No change | 69,290 | $5.5M |
| Waller Financial Planning Group, Inc. | 1.20% | Add +18.9% | 62,535 | $5.0M |
| Freedom Investment Management, Inc. | 0.38% | Reduce -0.7% | 59,743 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +4.1% | 59,131 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 58,738 | $4.7M |
| Titleist Asset Management, LLC | 0.45% | New | 57,343 | $4.6M |
| Koss-Olinger Consulting, LLC | 0.37% | Reduce -12.8% | 56,969 | $4.5M |
| RTD Financial Advisors, Inc. | 0.57% | Reduce -0.1% | 55,689 | $4.4M |
| Marotta Asset Management | 0.85% | Reduce -8.2% | 53,613 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 53,576 | $4.3M |
| Canandaigua National Trust Co of Florida | 2.89% | Reduce -1.1% | 51,115 | $4.1M |
| Chicago Partners Investment Group LLC | 0.12% | Add +3.4% | 48,575 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | Add +0.1% | 50,495 | $4.0M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -24.0% | 50,347 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.9% | 49,746 | $4.0M |
| Capital Analysts, LLC | 0.13% | Add +131.9% | 49,457 | $3.9M |
| Bailard, Inc. | 0.09% | Reduce -1.9% | 48,289 | $3.8M |
| UBS Group AG | 0.00% | Reduce -3.5% | 46,581 | $3.7M |
| IMC-Chicago, LLC | 0.09% | Add +153.0% | 46,193 | $3.7M |
| Montz Harcus Wealth Management LLC | 1.76% | Add +3.4% | 45,874 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +43.1% | 45,366 | $3.6M |
| Moneco Advisors, LLC | 0.32% | Add +20.4% | 43,449 | $3.5M |
| Townsquare Capital LLC | 0.32% | Reduce -66.3% | 41,504 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.0% | 41,449 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +7.1% | 41,129 | $3.3M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -5.7% | 40,440 | $3.2M |
| Occidental Asset Management, LLC | 0.37% | Add +5.9% | 33,813 | $2.7M |
| Rialto Wealth Management, LLC | 0.74% | Reduce -1.8% | 33,429 | $2.7M |
| Fidelis Capital Partners, LLC | 0.24% | Add +43.3% | 33,117 | $2.6M |
| Lodestar Private Asset Management LLC | 0.29% | Reduce -1.8% | 31,805 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.6% | 31,577 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.20% | Reduce -3.0% | 31,533 | $2.5M |
| Courage Miller Partners, LLC | 0.78% | Add +4.7% | 31,088 | $2.5M |
| Brookstone Capital Management | 0.03% | Reduce -1.7% | 29,591 | $2.4M |
| Bill Few Associates, Inc. | 0.65% | Add +153.7% | 29,109 | $2.3M |
| Ignite Planners, LLC | 0.40% | Add +0.9% | 28,240 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.61% | Reduce -24.7% | 28,250 | $2.2M |
| CX Institutional | 0.07% | Add +38.4% | 26,091 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.8% | 25,487 | $2.0M |
| Barden Capital Management, Inc. | 1.70% | Reduce -0.0% | 24,459 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.4% | 23,785 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -6.3% | 23,714 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.6% | 23,184 | $1.8M |
| Financial Guidance Group, Inc. | 0.89% | Reduce -2.6% | 23,037 | $1.8M |
| Courier Capital LLC | 0.11% | Reduce -0.4% | 22,625 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +42.0% | 22,208 | $1.8M |
| Stevens Capital Partners | 0.62% | Reduce -1.3% | 21,628 | $1.7M |
| Cambridge Financial Group, LLC | 0.63% | Add +10.2% | 21,062 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -23.9% | 21,005 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Add +22.5% | 20,624 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -45.4% | 20,305 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +3.3% | 19,994 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.6% | 19,906 | $1.6M |
| Payne Capital Management, LLC | 0.61% | Add +16.6% | 19,804 | $1.6M |
| Omega Financial Group, LLC | 0.57% | Reduce -0.6% | 19,734 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.0% | 19,727 | $1.6M |
| Accurate Wealth Management, LLC | 0.24% | New | 18,861 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -21.6% | 19,441 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -89.5% | 19,368 | $1.5M |
| Mgo One Seven LLC | 0.05% | Reduce -2.3% | 19,360 | $1.5M |
| Creative Planning | 0.00% | Add +1.6% | 19,093 | $1.5M |
| Smith Anglin Financial, LLC | 0.13% | Reduce -7.7% | 18,530 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +1.3% | 18,490 | $1.5M |
| Salomon & Ludwin, LLC | 0.14% | Add +11.9% | 17,870 | $1.5M |
| Collective Family Office LLC | 0.37% | Reduce -1.0% | 18,315 | $1.5M |
| MAI Capital Management | 0.01% | Add +26.6% | 17,623 | $1.4M |
| Florida Financial Advisors, LLC | 0.34% | Reduce -26.6% | 17,300 | $1.4M |
| Acorn Financial Advisory Services Inc. | 0.23% | No change | 17,295 | $1.4M |
| Capital Squared Financial LLC | 1.58% | — | 17,103 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +25.9% | 17,080 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.47% | Reduce -18.4% | 16,699 | $1.3M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -8.4% | 16,588 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.61% | Add +12.7% | 15,746 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -8.0% | 15,347 | $1.2M |
| HF Advisory Group, LLC | 0.47% | Reduce -1.6% | 14,992 | $1.2M |
| Brady Martz Wealth Solutions, LLC | 0.23% | Reduce -24.7% | 14,883 | $1.2M |
| LTG Capital LLC | 1.01% | Reduce -2.5% | 14,876 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.8% | 14,192 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.58% | Add +1.8% | 14,092 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 12,953 | $1.0M |
| Lewis Asset Management, LLC | 0.48% | Reduce -1.9% | 12,936 | $1.0M |
| HFG Advisors, Inc. | 0.81% | Add +0.3% | 12,873 | $1.0M |
| Allworth Financial LP | 0.00% | Reduce -7.7% | 12,785 | $1.0M |
| SFG Wealth Management, LLC. | 0.60% | No change | 12,526 | $995K |
| Cape Investment Advisory, Inc. | 0.36% | Add +0.4% | 12,264 | $974K |
| Krilogy Financial LLC | 0.05% | Add +1.5% | 11,927 | $947K |
| Advisor OS, LLC | 0.09% | Add +235.2% | 11,882 | $944K |
| Weinberger Asset Management, Inc | 0.36% | Reduce -0.4% | 11,764 | $934K |
| Commonwealth Financial Services, LLC | 0.18% | No change | 11,677 | $928K |
| Keystone Financial Group | 0.08% | Add +2.8% | 11,150 | $886K |
| MidAtlantic Capital Management, Inc. | 0.61% | No change | 10,815 | $859K |
| Fiduciary Alliance LLC | 0.06% | Add +0.0% | 10,797 | $858K |
| Invera Wealth Advisors, LLC | 0.56% | Add +0.3% | 10,748 | $854K |
| Wambolt & Associates, LLC | 0.28% | Reduce -1.6% | 10,359 | $838K |
| Good Life Advisors, LLC | 0.05% | No change | 10,448 | $830K |
| LexAurum Advisors, LLC | 0.13% | Add +23.9% | 10,364 | $823K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -18.0% | 10,352 | $822K |
| Milestone Asset Management Group, LLC | 0.61% | Add +0.3% | 10,308 | $819K |
| TAGStone Capital, Inc. | 0.34% | Add +6.8% | 10,275 | $817K |
| Portside Wealth Group, LLC | 0.11% | Reduce -2.0% | 9,593 | $762K |
| Atria Investments, Inc | 0.01% | Add +12.6% | 9,580 | $761K |
| IFG Advisory, LLC | 0.04% | Reduce -46.9% | 9,444 | $750K |
| Pacific Sun Financial Corp | 0.38% | No change | 9,194 | $730K |
| FMR LLC | 0.00% | Add +10.3% | 9,173 | $729K |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -33.9% | 9,100 | $723K |
| Texas Yale Capital Corp. | 0.02% | Add +38.4% | 9,100 | $723K |
| Advance Capital Management, Inc. | 0.03% | No change | 9,091 | $722K |
| AQR Capital Management | 0.00% | Add +154.9% | 9,082 | $721K |
| Elevated Capital Advisors, LLC | 0.19% | No change | 8,992 | $693K |
| Renaissance Technologies | 0.00% | Reduce -52.5% | 8,700 | $691K |
| Eclectic Associates Inc. | 0.15% | Reduce -2.9% | 8,696 | $691K |
| Broadview Financial Management, LLC | 0.46% | Add +3.5% | 8,580 | $682K |
| Citadel Advisors | 0.00% | Reduce -80.7% | 8,425 | $669K |
| Wrapmanager Inc. | 0.16% | Add +4.6% | 8,031 | $638K |
| Everhart Financial Group, Inc. | 0.07% | Add +5.9% | 7,883 | $626K |
| SOL Capital Management CO | 0.06% | No change | 7,800 | $620K |
| KPP Advisory Services LLC | 0.10% | Add +1.9% | 7,802 | $620K |
| Comerica Bank | 0.00% | Add +34.6% | 7,651 | $608K |
| Tounjian Advisory Partners, LLC | 0.12% | Reduce -3.5% | 7,724 | $595K |
| Net Worth Advisory Group | 0.13% | New | 7,459 | $592K |
| Resonant Capital Advisors, LLC | 0.04% | New | 7,073 | $562K |
| Sharper & Granite LLC | 0.21% | Add +3.5% | 6,800 | $557K |
| SJS Investment Consulting Inc. | 0.09% | No change | 7,000 | $556K |
| OneAscent Financial Services LLC | 0.04% | Add +0.5% | 6,779 | $548K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -3.1% | 6,898 | $548K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -1.9% | 6,806 | $541K |
| Arq Wealth Advisors, LLC | 0.18% | No change | 6,959 | $536K |
| Silverlake Wealth Management LLC | 0.16% | Add +15.1% | 6,670 | $530K |
| PFG Advisors | 0.02% | Reduce -5.2% | 6,603 | $524K |
| Sterling Financial Planning, Inc. | 0.17% | Add +0.0% | 6,519 | $518K |
| CCG Wealth Management, LLC | 0.27% | No change | 6,445 | $512K |
| &partners | 0.00% | Add +75.9% | 6,227 | $495K |
| Fortis Capital Advisors, LLC | 0.09% | Reduce -11.6% | 6,210 | $493K |
| Belpointe Asset Management LLC | 0.02% | Reduce -11.6% | 6,210 | $493K |
| BlackRock, Inc. | 0.00% | No change | 6,166 | $490K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -1.1% | 6,105 | $485K |
| Financial Advocates Investment Management | 0.04% | Add +6.1% | 5,935 | $471K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.5% | 5,915 | $470K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 5,864 | $466K |
| Orin Green Financial, LLC | 0.20% | Reduce -0.9% | 5,841 | $464K |
| Independent Advisor Alliance | 0.01% | Add +21.0% | 5,800 | $461K |
| Meridian Financial Advisors, LLC | 0.30% | No change | 5,763 | $458K |
| WealthPLAN Partners, LLC | 0.07% | No change | 5,762 | $458K |
| Financial Network Wealth Advisors LLC | 0.55% | Reduce -12.5% | 5,742 | $456K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.3% | 5,705 | $453K |
| Sensible Money, LLC | 0.17% | No change | 5,702 | $453K |
| Topsail Wealth Management, LLC | 0.08% | Add +1.8% | 5,658 | $449K |
| Fifth Third Securities, Inc. | 0.03% | Add +4.3% | 5,611 | $446K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -2.6% | 5,579 | $443K |
| Swmg, LLC | 0.15% | Reduce -5.3% | 5,339 | $438K |
| IFP Advisors, Inc | 0.01% | Reduce -1.9% | 5,418 | $430K |
| Norden Group LLC | 0.05% | Add +38.3% | 5,409 | $430K |
| Able Wealth Management LLC | 0.22% | New | 5,402 | $429K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -83.3% | 5,301 | $421K |
| Joseph Group Capital Management | 0.14% | Reduce -0.0% | 5,279 | $419K |
| LongView Wealth Management | 0.13% | Add +0.4% | 5,230 | $415K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +38.4% | 5,176 | $411K |
| Trueblood Wealth Management, LLC | 0.17% | Add +0.6% | 5,132 | $408K |
| Flagstar Securities, Inc. | 0.11% | Add +23.4% | 5,117 | $406K |
| Staley Capital Advisers Inc. | 0.02% | No change | 5,111 | $406K |
| Burt Wealth Advisors | 0.09% | No change | 5,052 | $401K |
| Csenge Advisory Group | 0.02% | Reduce -2.4% | 5,025 | $387K |
| Fort Point Capital Partners LLC | 0.04% | Add +2.0% | 4,856 | $386K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 4,848 | $385K |
| ProVise Management Group, LLC | 0.03% | No change | 4,792 | $381K |
| Motive Wealth Advisors | 0.17% | Add +60.6% | 4,677 | $371K |
| Condor Capital Management | 0.03% | Add +0.4% | 4,647 | $369K |
| Falcon Wealth Planning | 0.04% | Reduce -29.8% | 4,644 | $369K |
| Friday Financial | 0.18% | Reduce -7.4% | 4,559 | $362K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 4,558 | $362K |
| Ameritas Advisory Services, LLC | 0.02% | Add +5.8% | 4,538 | $360K |
| Avant Capital LLC | 0.28% | Add +0.4% | 4,526 | $359K |
| Acas, LLC | 0.24% | Reduce -7.7% | 4,310 | $356K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +9.2% | 4,433 | $352K |
| Redwood Investment Management, LLC | 0.04% | New | 4,357 | $346K |
| Apeiron RIA LLC | 0.09% | Reduce -4.3% | 4,308 | $342K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -28.1% | 4,271 | $339K |
| Centennial Wealth Advisory LLC | 0.11% | Reduce -3.6% | 4,231 | $337K |
| Brown Advisory Inc. | 0.00% | Reduce -5.6% | 4,230 | $336K |
| Wallace Advisory Group, LLC | 0.24% | Reduce -3.5% | 4,242 | $327K |
| Measured Wealth Private Client Group, LLC | 0.09% | Reduce -0.1% | 3,984 | $316K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.9% | 3,981 | $316K |
| Inspirion Wealth Advisors, LLC | 0.04% | Reduce -8.3% | 3,953 | $314K |
| Capital Advisory Group Advisory Services, LLC | 0.11% | Reduce -8.4% | 3,812 | $303K |
| Centerpoint Advisors, LLC | 0.10% | Reduce -3.8% | 3,774 | $300K |
| Drive Wealth Management, LLC | 0.06% | Reduce -6.2% | 3,565 | $283K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +33.6% | 3,561 | $283K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -75.2% | 3,532 | $281K |
| Gibbs Wealth Management | 0.05% | Add +26.2% | 3,467 | $276K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 3,456 | $275K |
| GTS Securities LLC | 0.01% | Reduce -87.8% | 3,440 | $273K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 3,395 | $270K |
| Alta Wealth Advisors LLC | 0.13% | Reduce -0.9% | 3,391 | $269K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 3,372 | $268K |
| Summit Investment Advisory Services, LLC | 0.12% | Add +6.6% | 3,368 | $267K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -37.1% | 3,364 | $267K |
| Goldstein Advisors, LLC | 0.03% | Add +20.1% | 3,250 | $258K |
| KDK Private Wealth Management, LLC | 0.28% | Reduce -0.9% | 3,245 | $258K |
| Retirement Planning Group, LLC | 0.01% | Reduce -1.2% | 3,204 | $255K |
| Persium Advisors, LLC | 0.21% | No change | 3,175 | $252K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +6.0% | 3,174 | $252K |
| Destiny Capital Corp | 0.15% | Add +1.2% | 3,102 | $246K |
| Certior Financial Group, LLC | 0.19% | Reduce -5.8% | 3,101 | $246K |
| NTV Asset Management LLC | 0.03% | No change | 3,095 | $246K |
| M&T Bank Corp | 0.00% | New | 3,090 | $245K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -3.4% | 3,081 | $245K |
| CENTRAL TRUST Co | 0.01% | No change | 2,990 | $237K |
| StoneX Group Inc. | 0.01% | New | 2,973 | $236K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.5% | 2,887 | $229K |
| Blair William & Co. | 0.00% | Reduce -9.4% | 2,886 | $229K |
| Urban Financial Advisory Corp | 0.11% | Add +0.5% | 2,755 | $219K |
| Vance Wealth, LLC | 0.07% | No change | 2,739 | $218K |
| Harbour Investments, Inc. | 0.01% | Add +1.0% | 2,722 | $216K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -11.2% | 2,708 | $215K |
| Aviso Wealth Management | 0.10% | Reduce -1.0% | 2,704 | $215K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +376.7% | 2,679 | $213K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 2,669 | $212K |
| Western Wealth Management, LLC | 0.01% | Reduce -42.6% | 2,655 | $211K |
| Embree Financial Group | 0.03% | Reduce -3.9% | 2,652 | $211K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -5.7% | 2,624 | $208K |
| Burney Co./ | 0.01% | Reduce -24.2% | 2,586 | $205K |
| German American Bancorp, Inc. | 0.02% | Reduce -9.1% | 2,567 | $204K |
| DRW Securities, LLC | 0.01% | New | 2,546 | $202K |
| Appleton Partners Inc. | 0.01% | Reduce -4.2% | 2,538 | $202K |
| Private Trust Co. NA | 0.02% | Reduce -23.7% | 2,462 | $196K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,357 | $187K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.5% | 2,294 | $182K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 2,285 | $181K |
| Sachetta, LLC | 0.07% | Add +0.1% | 2,081 | $165K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.5% | 1,911 | $152K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -0.8% | 1,871 | $149K |
| Smartleaf Asset Management LLC | 0.01% | Add +62.1% | 1,687 | $134K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.3% | 1,523 | $121K |
| Bellwether Advisors, LLC | 0.02% | No change | 1,183 | $94K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 1,106 | $88K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.7% | 1,020 | $81K |
| Nova Wealth Management, Inc. | 0.06% | Add +488.7% | 989 | $79K |
| Tower View Wealth Management LLC | 0.04% | Add +0.5% | 975 | $77K |
| Choate Investment Advisors | 0.00% | New | 958 | $76K |
| AdvisorNet Financial, Inc | 0.00% | No change | 818 | $65K |
| Compass Financial Services Inc | 0.03% | No change | 817 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -48.3% | 781 | $62K |
| Centricity Wealth Management, LLC | 0.05% | No change | 741 | $59K |
| Creative Financial Designs Inc. | 0.00% | Add +13.9% | 723 | $57K |
| Smithfield Trust Co | 0.00% | No change | 700 | $56K |
| CoreCap Advisors, LLC | 0.00% | Add +7.1% | 690 | $55K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.5% | 627 | $50K |
| UMB Bank, n.a. | 0.00% | Reduce -40.8% | 579 | $46K |
| Capital A Wealth Management, LLC | 0.51% | Add +921.3% | 623 | $46K |
| Ballast Advisors LLC | 0.01% | No change | 531 | $42K |
| US Bancorp \de | 0.00% | Reduce -10.1% | 519 | $41K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 504 | $40K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 499 | $40K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 478 | $38K |
| Millstone Evans Group, LLC | 0.02% | No change | 452 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 452 | $36K |
| Principal Securities, Inc. | 0.00% | Reduce -98.8% | 427 | $34K |
| Tucker Asset Management LLC | 0.01% | No change | 406 | $32K |
| Assetmark, Inc. | 0.00% | Add +36.1% | 396 | $31K |
| Versant Capital Management, Inc | 0.00% | No change | 333 | $26K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.3% | 327 | $26K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 332 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Add +125.4% | 311 | $25K |
| Copia Wealth Management | 0.02% | No change | 310 | $25K |
| Front Row Advisors LLC | 0.01% | No change | 300 | $24K |
| Crews Bank & Trust | 0.00% | Reduce -46.9% | 300 | $24K |
| Family Capital Trust Co | 0.01% | No change | 281 | $22K |
| Key Financial Inc | 0.00% | No change | 274 | $22K |
| Bristlecone Advisors, LLC | 0.00% | No change | 266 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 265 | $21K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 275 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 229 | $18K |
| Bfsg, LLC | 0.00% | No change | 223 | $18K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 217 | $17K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 210 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $17K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 193 | $15K |
| SouthState Bank Corp | 0.00% | No change | 180 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 177 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 158 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 154 | $13K |
| Stephens Consulting, LLC | 0.00% | Add +0.7% | 152 | $12K |
| Valley National Advisers Inc. | 0.00% | Add +102.6% | 154 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | New | 141 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 129 | $10K |
| Thompson Investment Management, Inc. | 0.00% | No change | 125 | $10K |
| Tidemark, LLC | 0.00% | Reduce -61.0% | 121 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -48.3% | 120 | $10K |
| Exchange Traded Concepts, LLC | 0.00% | New | 118 | $9K |
| Arax Advisory Partners | 0.00% | No change | 114 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.5% | 106 | $8K |
| Realta Investment Advisors | 0.00% | No change | 102 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $8K |
| Howe & Rusling Inc. | 0.00% | No change | 93 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 83 | $7K |
| Scarborough Advisors, LLC | 0.00% | New | 77 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 63 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 57 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 56 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 45 | $4K |
| First Community Trust NA | 0.00% | New | 41 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 40 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 40 | $3K |
| Spire Wealth Management | 0.00% | New | 35 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 32 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -87.7% | 28 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 26 | $2K |
| Costello Asset Management, INC | 0.00% | Add +4.0% | 26 | $2K |
| Archer Investment Corp | 0.00% | No change | 23 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -36.0% | 16 | $1K |
| Qube Research & Technologies Ltd | 0.00% | New | 13 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 4 | $318 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $239 |
| Citigroup Inc. | 0.00% | Reduce -88.9% | 1 | $79 |
| Bogart Wealth, LLC | 0.00% | New | 1 | $79 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $79 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is MDYV's weight in each manager's 13F, not the share of SS SPDR S&P 400 MC Val ETF the manager owns.