SS SPDR P Agg Bond ETFSPABETF
13F holders, Q1 2025 (March 31)510holders +10
42new positions
35sold out
3famous investors
$25.53avg. 13F price*
At the end of Q1 2025, 510 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 10 from Q4 2024. 42 opened new positions and 35 sold out. The largest holders were LPL Financial LLC ($588.5M), Cwm, LLC ($407.5M) and Cliftonlarsonallen Wealth Advisors, LLC ($300.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $48.7M |
| Exits | 35 | $84.3M |
All 13F filers, Q4 2024 → Q1 2025: 14,878,898 shares bought and 19,184,006 shares sold, net −4,305,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| LPL Financial LLC | 0.23% | Reduce -10.3% | 23,043,191 | $588.5M |
| Cwm, LLC | 1.63% | Reduce -2.3% | 15,955,089 | $407.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.59% | Reduce -8.4% | 11,745,372 | $300.0M |
| State Street Corp. | 0.01% | Add +13.9% | 11,602,702 | $296.3M |
| Envestnet Asset Management Inc. | 0.09% | Add +3.9% | 11,375,617 | $290.5M |
| Cerity Partners LLC | 0.52% | Add +6.0% | 9,959,641 | $254.4M |
| RiverFront Investment Group, LLC | 4.41% | Add +4.8% | 7,764,062 | $198.3M |
| Private Advisor Group, LLC | 0.74% | Add +25.6% | 4,819,951 | $123.1M |
| Gradient Investments LLC | 2.10% | Reduce -6.5% | 4,070,096 | $104.0M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -18.2% | 3,760,641 | $96.0M |
| Osaic Holdings, Inc. | 0.21% | Reduce -9.4% | 3,720,630 | $95.0M |
| Willow Creek Wealth Management Inc. | 8.89% | Add +2.8% | 3,576,418 | $91.3M |
| Tobias Financial Advisors, Inc. | 16.37% | Add +5.3% | 3,299,115 | $84.3M |
| Rational Advisors, Inc. | 8.27% | Reduce -9.0% | 3,086,790 | $78.8M |
| UNIVEST FINANCIAL Corp | 4.91% | Add +32.5% | 2,940,400 | $75.1M |
| Baker Avenue Asset Management, LP | 2.33% | Add +2.4% | 2,917,473 | $74.5M |
| Good Life Advisors, LLC | 5.00% | Add +1.6% | 2,780,233 | $71.0M |
| Raymond James Financial Inc. | 0.03% | Add +0.5% | 2,755,505 | $70.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.5% | 2,557,686 | $65.3M |
| Equitable Holdings, Inc. | 0.59% | Reduce -12.8% | 2,449,210 | $62.6M |
| KWB Wealth | 7.39% | Reduce -2.2% | 2,451,771 | $61.3M |
| Great Valley Advisor Group, Inc. | 1.29% | Add +11.9% | 2,349,674 | $60.0M |
| N.E.W. Advisory Services LLC | 4.46% | Add +11.1% | 2,282,866 | $58.3M |
| Wealthcare Advisory Partners LLC | 1.52% | Reduce -7.7% | 2,223,854 | $56.8M |
| Great Lakes Retirement, Inc. | 7.03% | Add +3.2% | 2,099,827 | $53.6M |
| AlphaStar Capital Management, LLC | 5.32% | Add +0.0% | 2,070,106 | $52.9M |
| Trilogy Capital Inc. | 2.75% | Reduce -3.1% | 2,055,336 | $52.5M |
| Kingsview Wealth Management, LLC | 0.99% | Reduce -6.6% | 2,054,045 | $52.5M |
| Stratos Investment Management, LLC | 2.60% | Add +6.7% | 1,911,365 | $48.8M |
| NewEdge Advisors, LLC | 0.27% | Reduce -3.0% | 1,770,279 | $45.2M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 1,760,387 | $45.0M |
| GM Advisory Group, LLC | 2.25% | Add +10.0% | 1,632,898 | $41.7M |
| MAI Capital Management | 0.31% | Add +2.6% | 1,620,472 | $41.4M |
| Financial Strategies Group, Inc. | 9.74% | Add +0.6% | 1,631,185 | $41.2M |
| Waverly Advisors, LLC | 0.49% | Add +3.2% | 1,569,119 | $40.1M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -0.1% | 1,563,294 | $39.9M |
| Mariner, LLC | 0.06% | Add +7.4% | 1,468,893 | $37.5M |
| Stadion Money Management, LLC | 3.68% | Reduce -5.7% | 1,444,360 | $36.9M |
| McNamara Financial Services, Inc. | 7.55% | Add +8.5% | 1,373,995 | $35.1M |
| Syon Capital LLC | 2.75% | Reduce -63.3% | 1,324,592 | $33.8M |
| Assetmark, Inc. | 0.09% | Add +12.8% | 1,312,174 | $33.5M |
| Cornerstone Advisors Asset Management, LLC | 6.79% | Add +6.8% | 1,297,331 | $33.1M |
| Wealth Management Nebraska | 4.80% | Add +2.7% | 1,235,637 | $31.6M |
| Clear Creek Financial Management, LLC | 3.22% | Add +39.5% | 1,216,728 | $31.1M |
| Royal Bank of Canada | 0.01% | Add +4.2% | 1,214,722 | $31.0M |
| US Bancorp \de | 0.04% | Add +1.6% | 1,171,643 | $29.9M |
| Cetera Investment Advisers | 0.06% | Add +6.6% | 1,150,781 | $29.4M |
| IHT Wealth Management, LLC | 0.89% | Reduce -7.5% | 1,121,525 | $28.6M |
| Convergence Financial, LLC | 5.62% | Add +6.3% | 1,120,509 | $28.6M |
| Trinity Wealth Management, LLC | 12.97% | Add +1.4% | 1,112,560 | $28.4M |
| Arrien Investments, Inc. | 20.18% | Add +1.5% | 1,101,991 | $28.1M |
| Truefg, LLC | 8.91% | Add +2.5% | 1,060,687 | $27.1M |
| Money Design Co.,Ltd. | 1.33% | Reduce -3.7% | 1,045,331 | $26.7M |
| Lodestar Private Asset Management LLC | 3.29% | Add +0.8% | 1,024,752 | $26.2M |
| Bensler, LLC | 3.23% | Reduce -5.5% | 1,011,458 | $25.8M |
| Cutler Investment Counsel LLC | 3.02% | Add +15.9% | 983,955 | $25.1M |
| Arete Wealth Advisors, LLC | 1.87% | Add +11.0% | 960,743 | $24.5M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -9.5% | 953,639 | $24.4M |
| Bristlecone Advisors, LLC | 1.93% | Reduce -6.0% | 926,699 | $23.7M |
| Reston Wealth Management LLC | 9.53% | Reduce -15.1% | 922,781 | $23.6M |
| UBS Group AG | 0.01% | Add +235.3% | 915,790 | $23.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 911,799 | $23.3M |
| Americana Partners, LLC | 0.89% | Add +48.2% | 897,226 | $22.9M |
| Advisory Alpha, LLC | 0.76% | Add +3.9% | 874,806 | $22.3M |
| Waller Financial Planning Group, Inc. | 6.19% | Reduce -7.0% | 862,627 | $22.0M |
| Banco Santander, S.A. | 0.24% | Add +0.3% | 858,673 | $21.9M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -0.6% | 841,252 | $21.5M |
| Advisor OS, LLC | 2.44% | Add +7829.5% | 839,416 | $21.4M |
| Jane Street Group, LLC | 0.04% | Add +186.1% | 835,500 | $21.3M |
| Aspire Private Capital, LLC | 5.17% | Add +40.6% | 813,310 | $20.8M |
| Leading Edge Financial Planning LLC | 6.46% | Add +4.2% | 810,132 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.4% | 796,659 | $20.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +6.7% | 787,840 | $20.1M |
| Pinnacle Wealth Planning Services, Inc. | 2.97% | Add +5.5% | 773,305 | $19.8M |
| WealthPlan Investment Management, LLC | 1.94% | Add +2.8% | 770,717 | $19.7M |
| Creative Planning | 0.02% | Add +11.5% | 764,527 | $19.5M |
| Choreo, LLC | 0.30% | Reduce -31.1% | 756,469 | $19.3M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -4.4% | 738,087 | $18.9M |
| MML Investors Services, LLC | 0.06% | Add +10.0% | 726,884 | $18.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.7% | 716,309 | $18.3M |
| Advisor Resource Council | 1.47% | New | 732,332 | $18.2M |
| Jones Financial Companies LLLP | 0.02% | Add +19.5% | 699,836 | $17.8M |
| Money Concepts Capital Corp. | 1.32% | Reduce -5.5% | 689,649 | $17.6M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 674,270 | $17.2M |
| Weitzel Financial Services, Inc. | 7.87% | Add +21.0% | 644,024 | $16.5M |
| Kagan Cocozza Asset Management | 12.80% | Add +5.8% | 613,193 | $15.7M |
| Townsquare Capital LLC | 0.16% | Add +168.2% | 601,159 | $15.4M |
| Stewardship Advisors, LLC | 3.94% | Add +4.1% | 571,570 | $14.6M |
| Copley Financial Group, Inc. | 10.98% | Reduce -1.6% | 561,576 | $14.3M |
| Algorithmic Investment Models, LLC | 10.50% | Reduce -4.2% | 558,275 | $14.3M |
| Rinkey Investments | 4.52% | Reduce -2.1% | 558,146 | $14.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -47.4% | 528,484 | $13.5M |
| Golden State Wealth Management, LLC | 1.94% | Add +0.2% | 511,809 | $13.1M |
| Apella Capital, LLC | 0.44% | Add +456.0% | 510,167 | $12.9M |
| Larson Financial Group LLC | 0.59% | Reduce -8.2% | 486,079 | $12.4M |
| Stifel Financial Corp. | 0.01% | Reduce -2.0% | 482,346 | $12.3M |
| SigFig Wealth Management, LLC | 0.44% | Reduce -0.1% | 454,693 | $12.2M |
| RFG Advisory, LLC | 0.32% | Reduce -19.8% | 470,582 | $12.0M |
| Advisory Resource Group | 2.41% | Add +10.7% | 462,691 | $11.8M |
| Columbia River Financial Group, LLC | 7.64% | Add +9.1% | 447,800 | $11.4M |
| Aveo Capital Partners, LLC | 1.90% | Reduce -9.3% | 450,424 | $11.4M |
| Tsfg, LLC | 2.30% | Add +0.8% | 440,566 | $11.3M |
| Rockbridge Investment Management, LCC | 1.30% | Add +2.0% | 431,365 | $11.0M |
| Rochester Wealth Strategies, LLC | 8.65% | — | 426,404 | $10.9M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -5.0% | 423,065 | $10.8M |
| Astoria Strategic Wealth, Inc. | 3.09% | Reduce -0.3% | 411,946 | $10.5M |
| WCG Wealth Advisors LLC | 0.80% | Reduce -12.3% | 411,363 | $10.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.47% | Reduce -7.2% | 405,393 | $10.4M |
| OneAscent Financial Services LLC | 0.66% | Add +1.2% | 397,269 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -55.2% | 391,863 | $10.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.77% | Add +1.5% | 383,012 | $9.8M |
| Facet Wealth, Inc. | 0.25% | Reduce -2.6% | 387,194 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +9.3% | 371,821 | $9.5M |
| Towercrest Capital Management | 1.75% | Add +1.8% | 360,414 | $9.2M |
| Cahaba Wealth Management, Inc. | 0.76% | Reduce -1.2% | 358,559 | $9.2M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.2% | 358,402 | $9.2M |
| Crestwood Advisors Group, LLC | 0.17% | Reduce -14.4% | 356,623 | $9.1M |
| Savant Capital, LLC | 0.08% | Reduce -3.7% | 347,964 | $8.9M |
| Security Financial Services, INC. | 1.73% | Add +22.3% | 341,607 | $8.7M |
| PAX Financial Group, LLC | 1.51% | Add +1.4% | 334,152 | $8.5M |
| Tennessee Valley Asset Management Partners | 1.38% | Add +8.6% | 330,346 | $8.4M |
| Balefire, LLC | 2.89% | Add +3.2% | 329,887 | $8.4M |
| Signature Estate & Investment Advisors LLC | 0.22% | Reduce -2.3% | 329,016 | $8.4M |
| Northeast Financial Group, Inc. | 3.07% | Reduce -12.9% | 321,779 | $8.2M |
| Values Added Financial LLC | 4.49% | Add +30.2% | 317,016 | $8.1M |
| Alliance Wealth Management Group | 2.18% | Add +3.0% | 317,007 | $8.1M |
| Cyr Financial Inc. | 7.22% | Add +3.4% | 316,527 | $8.1M |
| Destiny Capital Corp | 5.49% | Reduce -14.3% | 315,193 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Add +83.9% | 307,611 | $7.8M |
| Eldridge Investment Advisors, Inc. | 1.80% | Reduce -9.2% | 307,172 | $7.8M |
| Wealth Alliance Advisory Group, LLC | 1.62% | Add +20.0% | 306,085 | $7.8M |
| Captrust Financial Advisors | 0.02% | Reduce -4.5% | 299,730 | $7.7M |
| ACT Advisors, LLC. | 4.10% | New | 296,023 | $7.6M |
| Burt Wealth Advisors | 1.87% | Reduce -4.9% | 292,236 | $7.5M |
| Appleton Partners Inc. | 0.58% | Add +5.6% | 291,804 | $7.5M |
| Integrated Advisors Network LLC | 0.38% | Reduce -3.8% | 290,313 | $7.4M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -0.6% | 285,660 | $7.3M |
| Gateway Wealth Partners, LLC | 1.63% | Add +3.6% | 284,007 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.9% | 281,936 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -6.6% | 278,976 | $7.1M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +7.7% | 272,046 | $6.9M |
| Cibc World Markets Corp. | 0.05% | Reduce -0.6% | 259,928 | $6.6M |
| Perigon Wealth Management, LLC | 0.17% | Add +23.5% | 257,368 | $6.6M |
| Amtrust Financial Services, Inc. | 3.15% | No change | 250,600 | $6.4M |
| Certified Advisory Corp | 0.72% | Add +2.7% | 250,362 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +10.8% | 242,928 | $6.2M |
| ERn Financial, LLC | 0.97% | Add +4.6% | 239,491 | $6.1M |
| Lunt Capital Management, Inc. | 2.16% | Add +2.2% | 232,942 | $5.9M |
| Balance Wealth Partners LLC | 3.80% | — | 229,009 | $5.8M |
| Geneos Wealth Management Inc. | 0.19% | Add +4.5% | 221,959 | $5.7M |
| Zhang Financial LLC | 0.30% | Add +13.3% | 219,668 | $5.6M |
| Virtue Capital Management, LLC | 0.65% | Add +1060.8% | 218,714 | $5.6M |
| Integrated Capital Management, Inc. | 4.39% | Add +5.6% | 216,239 | $5.5M |
| Alexander Labrunerie & Co., Inc. | 2.39% | Reduce -6.4% | 213,925 | $5.5M |
| FSB Premier Wealth Management, Inc. | 2.13% | Add +0.1% | 213,701 | $5.5M |
| IAG Wealth Partners, LLC | 0.85% | Add +5.1% | 213,468 | $5.5M |
| Melone Private Wealth, LLC | 2.85% | Add +1.0% | 213,068 | $5.4M |
| HRT Financial LP | 0.03% | Add +50.6% | 211,771 | $5.4M |
| Lifeworks Advisors, LLC | 0.89% | Reduce -8.9% | 209,337 | $5.3M |
| Foundations Investment Advisors, LLC | 0.09% | Add +22.7% | 200,111 | $5.1M |
| Horizon Investments, LLC | 0.15% | Reduce -5.8% | 196,652 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +8.0% | 193,218 | $4.9M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +8.0% | 193,218 | $4.9M |
| Old Mission Capital LLC | 0.10% | Reduce -29.7% | 192,749 | $4.9M |
| McMill Wealth Management | 1.77% | Reduce -7.1% | 192,372 | $4.9M |
| Bull Oak Capital, LLC | 2.67% | Reduce -40.1% | 191,885 | $4.9M |
| AE Wealth Management LLC | 0.04% | Reduce -6.2% | 191,492 | $4.9M |
| Allworth Financial LP | 0.03% | Reduce -7.8% | 192,640 | $4.9M |
| JT Stratford LLC | 0.87% | Add +1.2% | 191,090 | $4.9M |
| Brookwood Investment Group LLC | 0.83% | — | 189,263 | $4.8M |
| HBW Advisory Services LLC | 0.65% | Add +1.6% | 178,604 | $4.6M |
| Parallel Advisors, LLC | 0.10% | Reduce -10.8% | 177,576 | $4.5M |
| Avior Wealth Management, LLC | 0.17% | Reduce -1.1% | 175,937 | $4.5M |
| Barden Capital Management, Inc. | 3.94% | Add +1.9% | 173,255 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -3.8% | 172,024 | $4.4M |
| Better Money Decisions, LLC | 2.93% | Add +0.3% | 171,888 | $4.4M |
| Total Clarity Wealth Management, Inc. | 1.39% | Reduce -1.1% | 170,181 | $4.3M |
| Independent Wealth Network Inc. | 1.56% | Reduce -0.1% | 152,475 | $3.9M |
| Sentinel Pension Advisors, LLC | 0.71% | Reduce -13.1% | 150,509 | $3.8M |
| Simplicity Wealth,LLC | 0.29% | New | 144,253 | $3.7M |
| NYL Investors LLC | 0.23% | Add +1.6% | 139,300 | $3.6M |
| Auour Investments LLC | 1.29% | Reduce -2.3% | 138,915 | $3.5M |
| Busey Bank | 0.11% | Reduce -1.3% | 130,379 | $3.3M |
| Aquire Wealth Advisors, LLC | 1.00% | Reduce -4.1% | 127,647 | $3.3M |
| AQR Capital Management | 0.00% | Add +89.3% | 127,256 | $3.3M |
| Financial Advocates Investment Management | 0.23% | Add +53.1% | 126,369 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.9% | 124,593 | $3.2M |
| Destination Wealth Management | 0.10% | Reduce -18.2% | 122,898 | $3.1M |
| TRUE Private Wealth Advisors | 0.37% | Add +44.5% | 120,158 | $3.1M |
| Aspetuck Financial Management LLC | 2.62% | Reduce -0.1% | 119,166 | $3.0M |
| TrueWealth Advisors, LLC | 0.99% | Reduce -23.8% | 117,778 | $3.0M |
| CGN Advisors LLC | 0.28% | Add +8.0% | 113,240 | $2.9M |
| WealthTrak Capital Management LLC | 2.47% | Add +1.4% | 112,232 | $2.9M |
| Global Endowment Management, LP | 0.36% | Add +0.9% | 109,679 | $2.8M |
| Cahill Financial Advisors Inc. | 0.38% | Add +1.3% | 108,228 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +27.6% | 108,162 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -17.1% | 106,968 | $2.7M |
| Orin Green Financial, LLC | 1.28% | New | 107,743 | $2.7M |
| Raleigh Capital Management Inc. | 1.23% | Add +17.5% | 105,919 | $2.7M |
| Breakwater Investment Management | 1.14% | Add +0.5% | 104,287 | $2.7M |
| CVFG LLC | 2.38% | Add +9.7% | 102,331 | $2.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +2.6% | 101,731 | $2.6M |
| Red Crane Wealth Management, LLC | 2.42% | Reduce -2.6% | 98,820 | $2.5M |
| Brown Financial Advisors | 1.03% | Reduce -8.8% | 97,560 | $2.5M |
| IFP Advisors, Inc | 0.08% | Add +7.1% | 97,335 | $2.5M |
| Comerica Bank | 0.01% | Reduce -3.4% | 94,550 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Add +4.7% | 94,271 | $2.4M |
| Compass Financial Group, Inc. | 1.23% | Reduce -1.9% | 93,979 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.8% | 90,468 | $2.3M |
| Tempus Wealth Planning, LLC | 0.68% | Reduce -8.8% | 89,596 | $2.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -33.8% | 87,607 | $2.2M |
| Fermata Advisors, LLC | 0.40% | Add +8.0% | 87,235 | $2.2M |
| Richard P Slaughter Associates Inc | 0.51% | Add +300.6% | 85,232 | $2.2M |
| Legacy Solutions, LLC | 2.37% | Add +2.7% | 84,104 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Reduce -3.8% | 83,673 | $2.1M |
| Private Wealth Group, LLC | 1.26% | Reduce -6.7% | 83,631 | $2.1M |
| Partners in Financial Planning | 0.42% | Reduce -12.2% | 81,883 | $2.1M |
| Steele Capital Management, Inc. | 0.11% | Add +34.1% | 79,950 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | New | 79,650 | $2.0M |
| Smartleaf Asset Management LLC | 0.19% | Add +4.4% | 78,906 | $2.0M |
| Pinnacle Family Advisors, LLC | 1.09% | Reduce -4.6% | 78,471 | $2.0M |
| Altus Wealth Group LLC | 0.93% | Reduce -4.3% | 77,608 | $2.0M |
| Precedent Wealth Partners, LLC | 0.54% | Reduce -9.3% | 76,826 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -42.7% | 75,654 | $1.9M |
| Meridian Wealth Management, LLC | 0.09% | Add +6.5% | 74,428 | $1.9M |
| E&G Advisors, LLC | 0.53% | Reduce -0.7% | 73,979 | $1.9M |
| McAdam, LLC | 0.12% | Reduce -15.1% | 73,621 | $1.9M |
| Winch Advisory Services, LLC | 0.48% | Add +7.2% | 71,424 | $1.8M |
| Flagship Private Wealth, LLC | 0.85% | Reduce -1.8% | 69,602 | $1.8M |
| Lanark Financial, Inc. | 0.15% | — | 69,440 | $1.8M |
| Northwest Capital Management Inc | 0.73% | Add +1.5% | 69,274 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.61% | Reduce -28.7% | 68,054 | $1.7M |
| Koshinski Asset Management, Inc. | 0.15% | Add +6.1% | 67,960 | $1.7M |
| Silver Oak Securities, Incorporated | 0.16% | Add +0.4% | 65,983 | $1.7M |
| Magnolia Capital Advisors LLC | 0.46% | New | 65,726 | $1.7M |
| Laraway Financial Advisors Inc | 1.33% | Reduce -0.3% | 65,596 | $1.7M |
| FWG Investments, LLC. | 1.95% | Reduce -35.1% | 65,037 | $1.7M |
| Scissortail Wealth Management, LLC | 0.43% | Add +95.7% | 64,953 | $1.7M |
| International Private Wealth Advisors LLC | 1.58% | Add +14.4% | 64,457 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -2.5% | 63,895 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | New | 63,503 | $1.6M |
| Prospect Financial Group LLC | 2.07% | Reduce -0.5% | 63,493 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Add +897.8% | 62,330 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.42% | Reduce -0.3% | 61,643 | $1.6M |
| Jacobi Capital Management LLC | 0.12% | Reduce -86.6% | 61,413 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -8.4% | 60,837 | $1.6M |
| Elios Financial Group Inc. | 0.76% | Add +0.3% | 60,547 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.8% | 60,166 | $1.5M |
| Strategic Financial Concepts, LLC | 0.28% | Reduce -4.1% | 58,967 | $1.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.36% | Reduce -27.2% | 58,560 | $1.5M |
| Destiny Wealth Partners, LLC | 0.23% | No change | 57,894 | $1.5M |
| Priebe Wealth Holdings LLC | 0.92% | Add +6.5% | 57,540 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | New | 57,382 | $1.5M |
| Sovran Advisors, LLC | 0.18% | Add +46.1% | 55,557 | $1.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +60.7% | 54,969 | $1.4M |
| TKG Advisors, LLC | 0.69% | Add +8.3% | 54,627 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +21.9% | 54,563 | $1.4M |
| HF Advisory Group, LLC | 0.61% | Add +10.3% | 54,501 | $1.4M |
| Comprehensive Money Management Services LLC | 1.12% | Add +2.9% | 54,369 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Add +0.5% | 54,361 | $1.4M |
| G&S Capital LLC | 0.58% | Add +6.6% | 53,722 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -1.9% | 52,797 | $1.3M |
| Crabel Capital Management, LLC | 1.45% | New | 52,654 | $1.3M |
| Carnegie Investment Counsel | 0.03% | Reduce -1.9% | 50,529 | $1.3M |
| Kure Advisory, LLC | 0.96% | — | 49,688 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.1% | 49,559 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +95.2% | 48,897 | $1.2M |
| Plan A Wealth LLC | 0.96% | Reduce -14.3% | 48,594 | $1.2M |
| World Investment Advisors | 0.03% | Add +21.2% | 48,365 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +36.2% | 47,880 | $1.2M |
| Citadel Advisors | 0.00% | New | 47,293 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.2% | 45,898 | $1.2M |
| Hibernia Wealth Partners, LLC | 0.82% | Reduce -28.7% | 45,106 | $1.2M |
| Integrity Alliance, Llc. | 0.05% | New | 44,614 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.7% | 42,738 | $1.1M |
| Keystone Wealth Services, LLC | 0.29% | Reduce -30.9% | 42,230 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.46% | Reduce -0.7% | 41,671 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.12% | Add +0.6% | 41,761 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +803.1% | 41,731 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -14.0% | 40,426 | $1.0M |
| Rainier Family Wealth Inc. | 1.22% | Add +131.8% | 40,413 | $1.0M |
| AIFG Consultants Ltd. | 1.68% | Reduce -6.0% | 39,849 | $1.0M |
| MSH Capital Advisors LLC | 0.31% | Reduce -6.0% | 39,809 | $1.0M |
| PKS Advisory Services, LLC | 0.28% | Add +5.8% | 39,445 | $1.0M |
| Magnolia Private Wealth, LLC | 0.84% | No change | 38,750 | $990K |
| Marcum Wealth, LLC | 0.08% | No change | 38,273 | $977K |
| First Financial Bank - Trust Division | 0.09% | New | 38,083 | $973K |
| Colton Groome Financial Advisors, LLC | 0.37% | Add +86.5% | 37,400 | $956K |
| Lynx Investment Advisory | 0.64% | Add +0.5% | 37,401 | $955K |
| Belpointe Asset Management LLC | 0.05% | Reduce -73.6% | 36,803 | $940K |
| Harbour Investments, Inc. | 0.03% | Add +2.3% | 36,248 | $926K |
| CW Advisors, LLC | 0.01% | Add +0.2% | 35,877 | $916K |
| Argent Trust Co | 0.04% | Add +3.8% | 35,241 | $900K |
| Falcon Wealth Planning | 0.10% | Reduce -8.1% | 34,945 | $892K |
| Financial & Tax Architects, LLC | 0.22% | New | 34,718 | $887K |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -6.2% | 35,321 | $886K |
| LexAurum Advisors, LLC | 0.17% | Add +4.4% | 33,902 | $866K |
| Flow Traders U.S. LLC | 0.04% | Reduce -45.4% | 33,080 | $845K |
| Shelter Mutual Insurance Co | 0.20% | No change | 32,900 | $840K |
| Tilson Financial Group, Inc. | 0.33% | Reduce -8.3% | 32,823 | $838K |
| Opulen Financial Group LLC | 0.74% | Reduce -6.9% | 32,007 | $817K |
| Barnes Wealth Management Group, Inc | 0.52% | Reduce -10.9% | 31,935 | $816K |
| Midwest Capital Advisors, LLC | 0.50% | Add +12.6% | 31,869 | $814K |
| JBR Co Financial Management Inc | 0.47% | Add +0.6% | 31,690 | $809K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -15.4% | 30,152 | $770K |
| Mutual Advisors, LLC | 0.02% | Add +2.4% | 29,867 | $760K |
| Ascentis Independent Advisors | 0.15% | Add +18.3% | 29,691 | $758K |
| Richardson Financial Services Inc. | 0.57% | Add +12.5% | 29,174 | $745K |
| Wrenne Financial Planning LLC | 0.39% | Add +26.9% | 28,946 | $739K |
| Paladin Wealth, LLC | 0.66% | Reduce -18.6% | 28,896 | $738K |
| &partners | 0.01% | Add +12.7% | 27,707 | $736K |
| New Century Financial Group, LLC | 0.85% | Add +1.8% | 28,761 | $735K |
| Private Trust Co. NA | 0.07% | Reduce -39.2% | 28,210 | $720K |
| Worth Financial Advisory Group, LLC | 0.46% | Add +0.2% | 28,165 | $719K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.2% | 28,073 | $717K |
| Mattson Financial Services, LLC | 0.21% | Add +11.7% | 27,881 | $712K |
| Coppell Advisory Solutions LLC | 0.10% | Add +22.9% | 26,828 | $686K |
| Austin Wealth Management, LLC | 0.14% | Reduce -10.2% | 27,019 | $685K |
| Optivise Advisory Services LLC | 0.38% | Reduce -26.0% | 26,743 | $683K |
| Wealth Watch Advisors, INC | 0.54% | Reduce -89.0% | 26,231 | $670K |
| Wealthgarden F.S. LLC | 0.64% | Add +0.7% | 26,035 | $665K |
| Zacks Investment Management | 0.01% | Reduce -91.9% | 25,181 | $643K |
| Medallion Wealth Advisors, LLC | 0.29% | Add +13.6% | 25,194 | $643K |
| Forza Wealth Management, LLC | 0.29% | No change | 25,150 | $642K |
| Sharkey, Howes & Javer | 0.09% | Reduce -89.2% | 25,077 | $640K |
| Narus Financial Partners, LLC | 0.22% | Add +3.7% | 24,941 | $637K |
| FreeGulliver LLC | 0.32% | Add +4.6% | 24,856 | $635K |
| Triad Wealth Partners, LLC | 0.20% | Reduce -24.3% | 24,688 | $631K |
| Austin Private Wealth, LLC | 0.06% | New | 24,601 | $628K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -17.8% | 24,391 | $623K |
| Farrell Financial LLC | 0.44% | Reduce -1.3% | 23,721 | $606K |
| Paladin Advisory Group, LLC | 0.48% | Reduce -13.4% | 23,544 | $601K |
| Snider Financial Group | 0.18% | Reduce -9.2% | 21,932 | $560K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 21,325 | $545K |
| Ascent Group, LLC | 0.02% | Add +38.0% | 21,169 | $541K |
| National Bank of Canada | 0.00% | Add +4.0% | 21,020 | $537K |
| Novus Advisors, LLC | 0.53% | Add +19.1% | 20,446 | $522K |
| Millington Financial Advisors, LLC | 0.31% | Add +5.8% | 20,288 | $508K |
| Tandem Investment Partners LLC | 0.50% | Reduce -2.1% | 19,771 | $505K |
| Betterment LLC | 0.00% | Add +12.7% | 19,408 | $496K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Reduce -1.2% | 19,293 | $493K |
| Texas Yale Capital Corp. | 0.02% | No change | 19,000 | $485K |
| Balentine LLC | 0.02% | Reduce -2.9% | 18,828 | $481K |
| Shum Financial Group, Inc. | 0.41% | Add +3.7% | 18,639 | $476K |
| Vicus Capital | 0.04% | Add +2.7% | 18,376 | $469K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.1% | 18,228 | $466K |
| Lockerman Financial Group, Inc. | 0.70% | Add +81.0% | 17,997 | $460K |
| CoreCap Advisors, LLC | 0.02% | Reduce -10.1% | 17,815 | $455K |
| Sharper & Granite LLC | 0.19% | Reduce -11.4% | 17,790 | $454K |
| Capital CS Group, LLC | 0.77% | Add +16.9% | 17,641 | $451K |
| Investments & Financial Planning, LLC | 0.29% | Reduce -2.2% | 17,628 | $450K |
| PFG Private Wealth Management, LLC | 0.23% | Add +5.4% | 16,692 | $426K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -67.1% | 16,220 | $414K |
| Brookstone Capital Management | 0.01% | Reduce -26.7% | 16,086 | $411K |
| Brown Financial Advisory | 0.25% | Reduce -12.8% | 15,755 | $402K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -10.7% | 15,625 | $399K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.9% | 15,577 | $398K |
| Tidemark, LLC | 0.15% | Reduce -38.3% | 15,498 | $396K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -98.3% | 15,341 | $392K |
| Capital Planning Advisors, LLC | 0.06% | Add +55.8% | 15,028 | $384K |
| Symmetry Partners, LLC | 0.05% | Reduce -1.7% | 14,823 | $379K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -11.2% | 14,806 | $378K |
| Collaborative Wealth Managment Inc. | 0.18% | Reduce -0.8% | 14,732 | $376K |
| AMJ Financial Wealth Management | 0.11% | Add +11.6% | 14,215 | $363K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.2% | 14,112 | $360K |
| Cove Street Capital, LLC | 0.57% | No change | 14,100 | $360K |
| Means Investment Co., Inc. | 0.04% | Reduce -17.9% | 14,062 | $359K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +14.1% | 14,014 | $358K |
| DAVENPORT & Co LLC | 0.00% | Add +2.8% | 13,808 | $353K |
| Csenge Advisory Group | 0.02% | Add +51.9% | 13,844 | $350K |
| Western Wealth Management, LLC | 0.02% | Reduce -50.4% | 13,425 | $343K |
| Riverbend Wealth Management, LLC | 0.31% | Add +8.6% | 13,380 | $342K |
| XTX Topco Ltd | 0.02% | New | 13,131 | $335K |
| Empirical Asset Management, LLC | 0.11% | Add +4.7% | 12,842 | $328K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -20.0% | 12,702 | $324K |
| Visionary Horizons, LLC | 0.23% | New | 12,535 | $320K |
| Balboa Wealth Partners | 0.08% | Add +20.2% | 12,453 | $318K |
| Richard W. Paul & Associates, LLC | 0.12% | No change | 12,105 | $309K |
| Detalus Advisors, LLC | 0.10% | Reduce -10.3% | 11,883 | $303K |
| Kelman-Lazarov, Inc. | 0.05% | New | 11,827 | $302K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -0.5% | 11,700 | $299K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $298K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -14.3% | 11,463 | $293K |
| Quest 10 Wealth Builders, Inc. | 0.31% | Reduce -4.8% | 11,328 | $290K |
| MJT & Associates Financial Advisory Group, Inc. | 0.28% | — | 11,306 | $289K |
| Modern Wealth Management, LLC | 0.01% | Reduce -41.4% | 11,170 | $285K |
| Waterloo Capital, L.P. | 0.03% | Reduce -0.9% | 11,020 | $281K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,990 | $281K |
| Strategic Financial Planning, Inc. | 0.19% | Add +0.5% | 10,989 | $281K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -6.9% | 10,755 | $270K |
| Rialto Wealth Management, LLC | 0.08% | Add +1.1% | 10,568 | $270K |
| Roman Butler Fullerton & Co. | 0.10% | Add +1.0% | 10,644 | $269K |
| Client 1ST Advisory Group, LLC | 0.10% | Add +0.5% | 10,462 | $267K |
| Arax Advisory Partners | 0.02% | Add +36.9% | 10,351 | $264K |
| Hilltop Holdings Inc. | 0.02% | Add +13.6% | 10,324 | $264K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 10,180 | $260K |
| GEM Asset Management, LLC | 0.15% | Add +1.0% | 10,170 | $260K |
| OMNI 360 Wealth, Inc. | 0.17% | Reduce -11.7% | 10,154 | $259K |
| Concord Wealth Partners | 0.04% | Reduce -0.1% | 9,972 | $255K |
| Lutz Financial Services LLC | 0.02% | New | 9,878 | $252K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.8% | 9,847 | $251K |
| Syverson Strege & Co | 0.08% | Add +0.7% | 9,820 | $251K |
| Catalyst Private Wealth, LLC | 0.12% | New | 9,597 | $245K |
| Financial Advisory Partners, LLC | 0.08% | Add +2.1% | 9,544 | $244K |
| Apeiron RIA LLC | 0.07% | No change | 9,449 | $241K |
| United Advisor Group, LLC | 0.05% | New | 9,412 | $240K |
| Wealth Advisors Northwest LLC | 0.15% | Add +1.9% | 9,393 | $240K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -5.2% | 9,219 | $235K |
| Concord Asset Management, LLC | 0.05% | Add +3.6% | 9,318 | $235K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -10.7% | 9,076 | $232K |
| Maia Wealth LLC | 0.05% | Reduce -9.9% | 9,062 | $228K |
| Realta Investment Advisors | 0.10% | Add +60.8% | 8,909 | $228K |
| Landmark Wealth Management, Inc. | 0.11% | New | 8,812 | $225K |
| Optimist Retirement Group LLC | 0.11% | Add +0.6% | 8,634 | $221K |
| Asset Dedication, LLC | 0.02% | No change | 8,577 | $219K |
| Transce3nd, LLC | 0.10% | Add +71.7% | 8,556 | $219K |
| Signal Advisors Wealth, LLC | 0.02% | New | 8,513 | $217K |
| Vantage Point Financial LLC | 0.11% | Reduce -2.4% | 8,484 | $217K |
| OLIO Financial Planning | 0.07% | New | 8,357 | $213K |
| Blair William & Co. | 0.00% | Reduce -15.4% | 8,340 | $213K |
| Ehrlich Financial Group | 0.15% | Add +0.8% | 8,250 | $211K |
| Valtinson Bruner Financial Planning LLC | 0.07% | New | 8,246 | $211K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,111 | $207K |
| Fisher Asset Management | 0.00% | New | 7,988 | $204K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.6% | 7,964 | $203K |
| Sunbelt Securities, Inc. | 0.02% | No change | 7,635 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,387 | $189K |
| SBI Securities Co., Ltd. | 0.01% | Add +5.3% | 7,213 | $184K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.1% | 6,985 | $178K |
| Bay Harbor Wealth Management, LLC | 0.06% | No change | 6,878 | $176K |
| Ancora Advisors LLC | 0.00% | Reduce -4.4% | 6,725 | $172K |
| FMR LLC | 0.00% | Reduce -6.2% | 5,239 | $134K |
| Principal Securities, Inc. | 0.00% | No change | 5,232 | $131K |
| Continuum Advisory, LLC | 0.02% | Reduce -4.9% | 5,017 | $128K |
| Bank of Montreal | 0.00% | Add +60.1% | 4,910 | $125K |
| Tucker Asset Management LLC | 0.04% | Reduce -4.5% | 4,676 | $119K |
| Centaurus Financial, Inc. | 0.01% | Add +3.9% | 4,644 | $119K |
| Woodside Wealth Management LLC | 0.09% | — | 4,001 | $102K |
| Key Financial Inc | 0.02% | No change | 3,894 | $99K |
| WealthCollab, LLC | 0.06% | No change | 3,690 | $94K |
| Iron Horse Wealth Management, LLC | 0.03% | Add +24.3% | 3,649 | $93K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.0% | 3,621 | $92K |
| Darwin Wealth Management, LLC | 0.03% | No change | 3,529 | $88K |
| Collier Financial | 0.07% | Reduce -99.3% | 3,278 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $82K |
| SMI Advisory Services, LLC | 0.02% | New | 2,975 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,807 | $72K |
| Keener Financial Planning LLC | 0.04% | No change | 2,617 | $66K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.9% | 2,530 | $65K |
| Bellwether Advisors, LLC | 0.01% | Reduce -10.2% | 2,373 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,239 | $56K |
| St Germain D J Co. Inc. | 0.00% | Reduce -4.2% | 2,053 | $52K |
| PSI Advisors, LLC | 0.02% | No change | 2,000 | $51K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,987 | $51K |
| Westside Investment Management, Inc. | 0.01% | Reduce -9.7% | 1,869 | $48K |
| Reyes Financial Architecture, Inc. | 0.03% | No change | 1,819 | $46K |
| Safe Harbor Fiduciary, LLC | 0.04% | Reduce -3.8% | 1,705 | $44K |
| Spire Wealth Management | 0.00% | New | 1,582 | $40K |
| Synergy Investment Management, LLC | 0.02% | No change | 1,531 | $39K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 1,472 | $38K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -23.2% | 1,359 | $35K |
| NorthRock Partners, LLC | 0.00% | No change | 1,355 | $35K |
| Cheviot Value Management, LLC | 0.00% | New | 1,273 | $32K |
| Wolff Wiese Magana LLC | 0.02% | Add +1.3% | 1,230 | $31K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,200 | $31K |
| Rossby Financial, LCC | 0.01% | New | 951 | $24K |
| Activest Wealth Management | 0.01% | No change | 915 | $23K |
| Hemington Wealth Management | 0.00% | Reduce -27.6% | 932 | $23K |
| Angeles Wealth Management, LLC | 0.00% | New | 888 | $23K |
| Private Wealth Asset Management, LLC | 0.00% | — | 832 | $21K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 813 | $21K |
| New Millennium Group LLC | 0.01% | New | 775 | $20K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 656 | $17K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.6% | 626 | $16K |
| Coldstream Capital Management Inc. | 0.00% | New | 598 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 596 | $15K |
| Valley National Advisers Inc. | 0.00% | Add +0.7% | 605 | $15K |
| Global Financial Private Client, LLC | 0.01% | No change | 578 | $15K |
| Hughes Financial Services, LLC | 0.00% | New | 558 | $14K |
| Phillips Financial Management, LLC | 0.00% | Reduce -40.7% | 485 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 426 | $11K |
| Dogwood Wealth Management LLC | 0.01% | No change | 392 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 384 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.2% | 374 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 369 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +28.8% | 367 | $9K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 363 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31600.0% | 317 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 275 | $7K |
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 263 | $7K |
| Kiker Wealth Management, LLC | 0.00% | No change | 190 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -22.2% | 154 | $4K |
| Headlands Technologies LLC | 0.00% | Reduce -62.3% | 151 | $4K |
| Compass Financial Services Inc | 0.00% | New | 115 | $3K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 54 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -71.2% | 53 | $1K |
| Pandora Wealth, Inc. | 0.00% | — | 50 | $1K |
| Archer Investment Corp | 0.00% | No change | 48 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 47 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -3.9% | 25 | $1K |
| Bfsg, LLC | 0.00% | No change | 30 | $767 |
| Copia Wealth Management | 0.00% | New | 26 | $664 |
| POM Investment Strategies, LLC | 0.00% | New | 25 | $639 |
| FAS Wealth Partners, Inc. | 0.00% | New | 14 | $360 |
| Bogart Wealth, LLC | 0.00% | No change | 8 | $206 |
| Barclays PLC | 0.00% | No change | 1 | $26 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is SPAB's weight in each manager's 13F, not the share of SS SPDR P Agg Bond ETF the manager owns.