SS SPDR P Agg Bond ETFSPABETF
13F holders, Q4 2025 (December 31)529holders +40
46new positions
32sold out
3famous investors
$25.75avg. 13F price*
At the end of Q4 2025, 529 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 40 from Q3 2025. 46 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($605.5M), Cwm, LLC ($468.5M) and Cliftonlarsonallen Wealth Advisors, LLC ($391.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $170.0M |
| Exits | 32 | $85.8M |
All 13F filers, Q3 2025 → Q4 2025: 29,138,881 shares bought and 13,852,430 shares sold, net +15,286,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| LPL Financial LLC | 0.17% | Add +7.0% | 23,515,369 | $605.5M |
| Cwm, LLC | 1.27% | Add +7.0% | 18,193,758 | $468.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.92% | Add +7.4% | 15,211,308 | $391.7M |
| State Street Corp. | 0.01% | Add +37.1% | 12,391,684 | $319.1M |
| Cerity Partners LLC | 0.44% | Add +5.5% | 11,679,296 | $300.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -12.3% | 9,131,920 | $235.1M |
| RiverFront Investment Group, LLC | 3.29% | Reduce -0.3% | 7,746,423 | $199.5M |
| Horizon Investments, LLC | 2.31% | Add +1.6% | 7,087,609 | $182.5M |
| Exchange Traded Concepts, LLC | 1.52% | Add +1.6% | 7,081,541 | $182.3M |
| Bank of America Corp. | 0.01% | Add +584.9% | 4,730,238 | $121.8M |
| Osaic Holdings, Inc. | 0.16% | Add +0.6% | 4,142,470 | $106.7M |
| Tobias Financial Advisors, Inc. | 14.21% | Add +5.8% | 3,904,988 | $100.6M |
| Gradient Investments LLC | 1.53% | Reduce -2.4% | 3,743,769 | $96.4M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +1.5% | 3,698,930 | $95.4M |
| United Services Automobile Association | 5.80% | New | 3,559,006 | $91.6M |
| Baker Avenue Asset Management, LP | 1.96% | Add +7.0% | 3,301,755 | $85.0M |
| UNIVEST FINANCIAL Corp | 4.20% | Reduce -0.2% | 3,074,608 | $79.2M |
| JPMorgan Chase & Co. | 0.00% | Add +27.3% | 2,813,584 | $72.4M |
| Wealthcare Advisory Partners LLC | 1.42% | Add +11.8% | 2,798,135 | $72.1M |
| Rational Advisors, Inc. | 7.81% | Reduce -5.2% | 2,786,100 | $71.7M |
| Raymond James Financial Inc. | 0.02% | Add +1.6% | 2,656,025 | $68.4M |
| Kingsview Wealth Management, LLC | 0.92% | Add +7.3% | 2,482,110 | $63.9M |
| Morgan Stanley | 0.00% | Add +53.6% | 2,444,589 | $62.9M |
| Great Lakes Retirement, Inc. | 6.11% | Add +3.4% | 2,282,022 | $58.8M |
| AlphaStar Capital Management, LLC | 4.31% | Add +18.2% | 2,279,860 | $58.7M |
| Equitable Holdings, Inc. | 0.39% | Reduce -2.6% | 2,205,330 | $56.8M |
| Stratos Investment Management, LLC | 2.22% | Add +5.2% | 2,154,828 | $55.5M |
| Trilogy Capital Inc. | 2.47% | Add +3.1% | 2,147,447 | $55.3M |
| N.E.W. Advisory Services LLC | 4.02% | Add +16.9% | 2,108,406 | $54.3M |
| MAI Capital Management | 0.29% | Add +4.4% | 1,931,743 | $49.7M |
| NewEdge Advisors, LLC | 0.18% | Add +17.8% | 1,880,061 | $48.4M |
| Financial Strategies Group, Inc. | 8.59% | Add +4.1% | 1,839,895 | $47.5M |
| GM Advisory Group, LLC | 1.80% | Add +5.6% | 1,783,570 | $45.9M |
| Cornerstone Advisors Asset Management, LLC | 6.61% | Add +1.5% | 1,580,729 | $40.7M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Add +64.0% | 1,460,547 | $37.6M |
| Cetera Investment Advisers | 0.04% | Add +17.3% | 1,447,229 | $37.3M |
| Wealth Management Nebraska | 4.18% | Add +4.2% | 1,419,003 | $36.5M |
| Great Valley Advisor Group, Inc. | 0.70% | Reduce -44.8% | 1,413,637 | $36.4M |
| Stadion Money Management, LLC | 2.83% | Add +1.6% | 1,355,816 | $34.9M |
| Sanctuary Advisors, LLC | 0.19% | Add +3.5% | 1,353,103 | $34.8M |
| Apella Capital, LLC | 0.68% | Add +24.6% | 1,336,604 | $34.4M |
| Arrien Investments, Inc. | 19.39% | Add +10.8% | 1,335,148 | $34.4M |
| Convergence Financial, LLC | 4.88% | Add +5.4% | 1,299,020 | $33.4M |
| Waverly Advisors, LLC | 0.27% | Reduce -23.2% | 1,277,480 | $32.9M |
| Donoghue Forlines LLC | 10.13% | New | 1,272,713 | $32.8M |
| Trinity Wealth Management, LLC | 12.00% | Add +1.3% | 1,265,473 | $32.6M |
| Lodestar Private Asset Management LLC | 3.24% | Add +7.9% | 1,254,232 | $32.3M |
| OneDigital Investment Advisors LLC | 0.31% | Add +32.0% | 1,222,647 | $31.5M |
| Syon Capital LLC | 1.55% | Add +2.1% | 1,208,452 | $31.1M |
| Creative Planning | 0.02% | Add +26.2% | 1,191,184 | $30.7M |
| Truefg, LLC | 8.16% | Add +3.6% | 1,180,299 | $30.4M |
| Arete Wealth Advisors, LLC | 2.10% | Add +4.5% | 1,177,927 | $30.3M |
| Mariner, LLC | 0.04% | Add +2.3% | 1,172,631 | $30.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 1,148,498 | $29.6M |
| Banco Santander, S.A. | 0.22% | Add +0.3% | 1,120,896 | $28.9M |
| Americana Partners, LLC | 0.79% | Add +3.5% | 1,119,972 | $28.8M |
| Cutler Investment Counsel LLC | 2.96% | Add +3.5% | 1,103,313 | $28.4M |
| Assetmark, Inc. | 0.05% | Add +37.4% | 1,046,163 | $26.9M |
| Private Advisor Group, LLC | 0.12% | Reduce -45.3% | 1,027,581 | $26.5M |
| Leading Edge Financial Planning LLC | 5.90% | Add +10.3% | 1,005,213 | $25.9M |
| Clear Creek Financial Management, LLC | 2.07% | Reduce -17.4% | 986,054 | $25.4M |
| Reston Wealth Management LLC | 7.73% | Add +2.9% | 980,752 | $25.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +16.4% | 975,100 | $25.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.2% | 968,638 | $24.9M |
| Pinnacle Wealth Planning Services, Inc. | 2.55% | Add +9.9% | 947,829 | $24.4M |
| Waller Financial Planning Group, Inc. | 5.33% | Add +3.6% | 931,628 | $24.0M |
| Advisory Alpha, LLC | 0.65% | Add +1.3% | 931,305 | $24.0M |
| WealthPlan Investment Management, LLC | 1.51% | Add +7.0% | 917,996 | $23.6M |
| Jones Financial Companies LLLP | 0.01% | Add +11.9% | 884,043 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.9% | 839,980 | $21.6M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.4% | 825,178 | $21.2M |
| Elevation Point Wealth Partners, LLC | 0.98% | Add +11.7% | 786,845 | $20.3M |
| Bensler, LLC | 2.03% | Reduce -3.6% | 786,255 | $20.2M |
| MML Investors Services, LLC | 0.05% | Reduce -8.1% | 777,421 | $20.0M |
| Aspire Private Capital, LLC | 4.41% | Add +12.8% | 769,496 | $19.8M |
| IHT Wealth Management, LLC | 0.48% | Reduce -5.9% | 764,509 | $19.7M |
| Mueller Wealth, LLC | 16.23% | — | 761,684 | $19.6M |
| Money Concepts Capital Corp. | 1.09% | Add +6.0% | 756,226 | $19.5M |
| Kagan Cocozza Asset Management | 13.60% | Add +15.9% | 742,520 | $19.1M |
| Corient Private Wealth LP | 0.03% | New | 739,599 | $19.0M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 713,783 | $18.4M |
| Weitzel Financial Services, Inc. | 6.92% | Add +2.8% | 694,649 | $17.9M |
| MIdWestOne Financial Group, Inc. | 1.81% | Add +28.6% | 631,343 | $16.3M |
| Capital Investment Management, Inc. | 5.42% | — | 601,986 | $15.5M |
| AQR Capital Management | 0.01% | Reduce -0.3% | 585,770 | $15.1M |
| Stifel Financial Corp. | 0.01% | Add +3.9% | 572,818 | $14.8M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +4.4% | 570,304 | $14.7M |
| SigFig Wealth Management, LLC | 0.41% | Add +5.0% | 533,811 | $13.8M |
| Golden State Wealth Management, LLC | 1.37% | Add +0.1% | 504,992 | $13.0M |
| Columbia River Financial Group, LLC | 7.95% | Add +9.6% | 503,360 | $13.0M |
| Choreo, LLC | 0.16% | Reduce -8.8% | 490,063 | $12.7M |
| Citadel Advisors | 0.01% | New | 490,966 | $12.6M |
| RFG Advisory, LLC | 0.23% | Reduce -0.2% | 483,255 | $12.4M |
| Gateway Wealth Partners, LLC | 1.37% | Add +23.1% | 476,536 | $12.3M |
| Advisory Resource Group | 2.15% | Add +5.8% | 474,308 | $12.2M |
| Cyr Financial Inc. | 7.57% | Add +23.5% | 471,228 | $12.1M |
| Copley Financial Group, Inc. | 7.42% | Reduce -5.5% | 465,481 | $12.0M |
| Rochester Wealth Strategies, LLC | 7.36% | Add +7.2% | 455,432 | $11.7M |
| Financial Planning Fort Collins, LLC | 10.23% | — | 452,243 | $11.6M |
| Stewardship Advisors, LLC | 2.61% | Reduce -26.9% | 438,992 | $11.3M |
| Global Retirement Partners, LLC | 0.20% | Add +7.0% | 432,803 | $11.1M |
| Rockbridge Investment Management, LCC | 1.01% | Reduce -0.1% | 422,532 | $10.9M |
| Tsfg, LLC | 1.59% | Reduce -10.9% | 413,807 | $10.7M |
| Tennessee Valley Asset Management Partners | 1.38% | Add +9.9% | 412,025 | $10.6M |
| Simplicity Wealth,LLC | 0.63% | Add +12.3% | 411,621 | $10.6M |
| Astoria Strategic Wealth, Inc. | 2.62% | Reduce -3.0% | 404,258 | $10.4M |
| BNP Paribas Financial Markets | 0.01% | Add +5.3% | 391,953 | $10.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.35% | Add +1.0% | 390,669 | $10.1M |
| Cornerstone Wealth Management, LLC | 0.51% | Add +16.4% | 383,478 | $9.9M |
| UBS Group AG | 0.00% | Reduce -2.8% | 381,939 | $9.8M |
| Towercrest Capital Management | 1.55% | Add +2.9% | 380,856 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.6% | 371,719 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +12.7% | 359,020 | $9.2M |
| ERn Financial, LLC | 1.71% | Add +10.6% | 352,597 | $9.1M |
| Captrust Financial Advisors | 0.02% | Reduce -5.8% | 349,499 | $9.0M |
| Capital Analysts, LLC | 0.24% | Add +50.5% | 342,630 | $8.8M |
| Appleton Partners Inc. | 0.57% | Add +6.8% | 337,647 | $8.7M |
| Wealth Alliance Advisory Group, LLC | 1.49% | Add +8.7% | 337,548 | $8.7M |
| Alliance Wealth Management Group | 1.89% | Add +3.0% | 334,591 | $8.6M |
| ACT Advisors, LLC. | 3.36% | Add +0.8% | 330,760 | $8.5M |
| Tenzing Financial LLC | 6.87% | — | 328,880 | $8.5M |
| Signature Estate & Investment Advisors LLC | 0.17% | Reduce -0.3% | 327,209 | $8.4M |
| Northeast Financial Group, Inc. | 2.11% | Reduce -0.9% | 326,983 | $8.4M |
| Wealth Watch Advisors, INC | 3.04% | Add +11.3% | 318,205 | $8.2M |
| Balefire, LLC | 1.59% | Add +1.5% | 317,892 | $8.2M |
| US Bancorp \de | 0.01% | Reduce -72.8% | 313,123 | $8.1M |
| Perigon Wealth Management, LLC | 0.14% | Add +9.4% | 309,362 | $8.0M |
| Crestwood Advisors Group, LLC | 0.13% | Reduce -4.0% | 308,653 | $7.9M |
| Lanark Financial, Inc. | 0.59% | Add +17.4% | 303,111 | $7.8M |
| Facet Wealth, Inc. | 0.14% | Reduce -17.4% | 300,259 | $7.7M |
| Values Added Financial LLC | 3.23% | Add +8.5% | 296,704 | $7.6M |
| IAG Wealth Partners, LLC | 0.88% | Add +15.3% | 294,073 | $7.6M |
| Pure Financial Advisors, LLC | 0.11% | Add +1.4% | 290,776 | $7.5M |
| Savant Capital, LLC | 0.04% | Reduce -6.2% | 289,556 | $7.5M |
| Destiny Capital Corp | 3.83% | Reduce -2.6% | 289,396 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +2.5% | 280,595 | $7.2M |
| World Investment Advisors | 0.12% | Add +24.9% | 279,657 | $7.2M |
| Jacobi Capital Management LLC | 0.42% | Reduce -44.7% | 278,306 | $7.2M |
| Cibc World Markets Corp. | 0.04% | — | 277,114 | $7.1M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -15.7% | 275,681 | $7.1M |
| Integrated Advisors Network LLC | 0.31% | Reduce -0.1% | 273,383 | $7.0M |
| Eldridge Investment Advisors, Inc. | 1.47% | Add +12.2% | 258,386 | $6.7M |
| KWB Wealth | 0.62% | Reduce -85.6% | 255,628 | $6.6M |
| Zhang Financial LLC | 0.24% | Reduce -3.1% | 251,623 | $6.5M |
| PAX Financial Group, LLC | 1.12% | Reduce -15.5% | 251,580 | $6.5M |
| Melone Private Wealth, LLC | 2.74% | Add +23.4% | 250,757 | $6.5M |
| Amtrust Financial Services, Inc. | 2.06% | No change | 250,600 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.7% | 241,686 | $6.2M |
| Vicus Capital | 0.46% | Add +80.4% | 240,381 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -5.7% | 232,354 | $6.0M |
| Larson Financial Group LLC | 0.20% | Reduce -8.8% | 228,835 | $5.9M |
| Independent Financial Group, LLC | 0.13% | Add +61.3% | 225,732 | $5.8M |
| Geneos Wealth Management Inc. | 0.14% | Add +5.3% | 223,868 | $5.8M |
| Certified Advisory Corp | 0.52% | Add +0.6% | 223,419 | $5.8M |
| Lunt Capital Management, Inc. | 2.13% | Reduce -2.4% | 220,516 | $5.7M |
| HBW Advisory Services LLC | 0.60% | Reduce -2.8% | 214,141 | $5.5M |
| Rinkey Investments | 1.40% | Reduce -55.8% | 213,487 | $5.5M |
| FSB Premier Wealth Management, Inc. | 1.74% | Add +1.4% | 213,350 | $5.5M |
| Parallel Advisors, LLC | 0.10% | Add +5.0% | 206,866 | $5.3M |
| Lifeworks Advisors, LLC | 0.69% | Add +0.1% | 205,726 | $5.3M |
| Alexander Labrunerie & Co., Inc. | 1.91% | Reduce -2.7% | 202,791 | $5.2M |
| Total Clarity Wealth Management, Inc. | 1.24% | Reduce -26.1% | 198,475 | $5.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.30% | Add +90.6% | 196,147 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.7% | 193,438 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +0.4% | 191,244 | $4.9M |
| Independent Wealth Network Inc. | 1.49% | Add +9.4% | 189,497 | $4.9M |
| Barden Capital Management, Inc. | 3.96% | Add +12.1% | 187,491 | $4.8M |
| McMill Wealth Management | 1.32% | Reduce -2.8% | 182,702 | $4.7M |
| Avior Wealth Management, LLC | 0.14% | Reduce -0.7% | 178,417 | $4.6M |
| TRUE Private Wealth Advisors | 0.45% | Add +17.2% | 173,294 | $4.5M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 173,128 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +337.6% | 172,733 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +1955.8% | 162,820 | $4.2M |
| Creative Financial Designs Inc. | 0.26% | Add +10.3% | 162,165 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +60.3% | 158,639 | $4.1M |
| Auour Investments LLC | 1.23% | Add +2.2% | 149,975 | $3.9M |
| Global Endowment Management, LP | 0.48% | Add +24.4% | 148,581 | $3.8M |
| Virtue Capital Management, LLC | 0.59% | Add +120.4% | 148,411 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +91.8% | 147,585 | $3.8M |
| Belpointe Asset Management LLC | 0.14% | Add +764.3% | 146,238 | $3.8M |
| CVFG LLC | 2.49% | Add +8.3% | 140,972 | $3.6M |
| Bull Oak Capital, LLC | 1.47% | Add +0.6% | 139,902 | $3.6M |
| NYL Investors LLC | 1.21% | Add +2.6% | 137,928 | $3.6M |
| McNamara Financial Services, Inc. | 0.67% | Reduce -90.3% | 136,935 | $3.5M |
| JT Stratford LLC | 0.45% | Reduce -28.9% | 135,876 | $3.5M |
| IFP Advisors, Inc | 0.08% | Add +3.5% | 135,644 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | — | 135,491 | $3.5M |
| Security Financial Services, INC. | 0.54% | Reduce -61.7% | 133,587 | $3.4M |
| Capital Financial Group Inc\co\ | 1.85% | — | 129,117 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +11.1% | 128,473 | $3.3M |
| Magnolia Capital Advisors LLC | 0.70% | Add +32.5% | 128,435 | $3.3M |
| Cahill Financial Advisors Inc. | 0.35% | Add +6.0% | 123,182 | $3.2M |
| Destination Wealth Management | 0.08% | Add +12.1% | 121,396 | $3.1M |
| WealthTrak Capital Management LLC | 2.21% | Add +6.1% | 119,924 | $3.1M |
| Aspetuck Financial Management LLC | 2.06% | Reduce -0.1% | 118,995 | $3.1M |
| Busey Bank | 0.08% | Reduce -7.3% | 117,257 | $3.0M |
| Precedent Wealth Partners, LLC | 0.62% | Add +18.8% | 115,074 | $3.0M |
| CGN Advisors LLC | 0.23% | Add +0.4% | 114,909 | $3.0M |
| Sentinel Pension Advisors, LLC | 0.45% | Reduce -5.0% | 114,515 | $2.9M |
| Rainier Family Wealth Inc. | 2.20% | Add +32.9% | 113,354 | $2.9M |
| Aquire Wealth Advisors, LLC | 0.73% | Reduce -9.0% | 108,729 | $2.8M |
| Sowell Financial Services LLC | 0.10% | Add +9.3% | 107,269 | $2.8M |
| PCB Capital LLC | 4.38% | — | 106,129 | $2.7M |
| Partners in Financial Planning | 0.45% | Add +0.7% | 102,333 | $2.6M |
| JBR Co Financial Management Inc | 1.09% | Add +23.7% | 100,915 | $2.6M |
| Orin Green Financial, LLC | 1.04% | Add +4.1% | 100,590 | $2.6M |
| HighPoint Advisor Group LLC | 0.06% | New | 99,220 | $2.6M |
| Empower Advisory Group, LLC | 0.01% | Add +60.8% | 99,103 | $2.6M |
| Core Wealth Partners LLC | 1.13% | Add +12.1% | 97,644 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +5.0% | 93,377 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +61.0% | 93,110 | $2.4M |
| Tempus Wealth Planning, LLC | 0.53% | Reduce -4.0% | 89,938 | $2.3M |
| Legacy Solutions, LLC | 2.03% | Add +2.2% | 89,809 | $2.3M |
| Smartleaf Asset Management LLC | 0.09% | Add +5.5% | 88,633 | $2.3M |
| Compass Financial Group, Inc. | 1.01% | Add +0.2% | 88,625 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +86.7% | 85,708 | $2.2M |
| Steele Capital Management, Inc. | 0.09% | Reduce -1.3% | 84,461 | $2.2M |
| Fermata Advisors, LLC | 0.50% | Reduce -0.4% | 80,357 | $2.1M |
| Private Wealth Group, LLC | 0.99% | Add +1.5% | 79,947 | $2.1M |
| Brown Financial Advisors | 0.75% | Reduce -1.0% | 79,352 | $2.0M |
| Winch Advisory Services, LLC | 0.45% | Add +3.9% | 78,591 | $2.0M |
| Wellington-Altus USA Inc. | 1.50% | — | 78,394 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -86.1% | 74,389 | $1.9M |
| E&G Advisors, LLC | 0.41% | Reduce -3.1% | 70,438 | $1.8M |
| TrueWealth Advisors, LLC | 0.47% | Reduce -25.1% | 70,043 | $1.8M |
| Raleigh Capital Management Inc. | 0.65% | Add +141.2% | 69,923 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Add +21.4% | 69,634 | $1.8M |
| International Private Wealth Advisors LLC | 1.12% | Add +12.0% | 69,356 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +7.8% | 69,293 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.58% | Reduce -1.9% | 68,491 | $1.8M |
| Gambit Capital Management, LLC | 1.23% | — | 66,884 | $1.7M |
| Breakwater Investment Management | 0.62% | Add +6.8% | 66,260 | $1.7M |
| G&S Capital LLC | 0.60% | Add +2.6% | 66,006 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.38% | Add +0.3% | 63,302 | $1.6M |
| Prospect Financial Group LLC | 1.52% | Add +0.8% | 63,287 | $1.6M |
| Koshinski Asset Management, Inc. | 0.10% | Add +1.8% | 62,859 | $1.6M |
| TMB Capital Partners, LLC | 0.55% | — | 62,266 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -38.4% | 62,185 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -13.7% | 62,039 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 61,947 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +7.8% | 61,359 | $1.6M |
| Laraway Financial Advisors Inc | 1.02% | Reduce -4.6% | 60,733 | $1.6M |
| Hibernia Wealth Partners, LLC | 0.47% | Add +55.1% | 60,264 | $1.6M |
| TKG Advisors, LLC | 0.62% | Add +0.2% | 59,763 | $1.5M |
| Mill Capital Management, LLC | 0.11% | Add +33.8% | 58,984 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Add +2.3% | 58,689 | $1.5M |
| Comerica Bank | 0.01% | Reduce -36.9% | 58,479 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +3.7% | 58,288 | $1.5M |
| HF Advisory Group, LLC | 0.52% | Add +4.9% | 58,191 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.0% | 57,939 | $1.5M |
| Flagship Private Wealth, LLC | 0.58% | Reduce -5.9% | 57,084 | $1.5M |
| Ballast Rock Private Wealth LLC | 0.92% | — | 57,053 | $1.5M |
| Destiny Wealth Partners, LLC | 0.16% | Reduce -2.2% | 55,534 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.32% | Reduce -5.4% | 54,555 | $1.4M |
| Wealthspire Retirement, LLC | 0.09% | Add +1.3% | 55,194 | $1.4M |
| Balance Wealth Partners LLC | 0.45% | Reduce -8.5% | 55,039 | $1.4M |
| Zacks Investment Management | 0.01% | Add +102.4% | 54,909 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +1.4% | 54,543 | $1.4M |
| First Financial Bank - Trust Division | 0.11% | Reduce -4.6% | 53,645 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +1292.8% | 53,233 | $1.4M |
| United Advisor Group, LLC | 0.17% | Add +26.6% | 52,595 | $1.4M |
| Scissortail Wealth Management, LLC | 0.30% | Add +0.5% | 51,072 | $1.3M |
| Carroll Advisory Group, LLC | 0.57% | — | 50,945 | $1.3M |
| Red Crane Wealth Management, LLC | 1.07% | Reduce -13.1% | 50,714 | $1.3M |
| Comprehensive Money Management Services LLC | 0.89% | No change | 49,871 | $1.3M |
| Old Mission Capital LLC | 0.05% | Reduce -65.4% | 49,619 | $1.3M |
| Financial & Tax Architects, LLC | 0.29% | Add +4.5% | 49,402 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +17.4% | 48,923 | $1.3M |
| Kelman-Lazarov, Inc. | 0.17% | Add +8.3% | 47,390 | $1.2M |
| Arsenal Capital Advisors LLC | 0.85% | — | 46,813 | $1.2M |
| Altus Wealth Group LLC | 0.47% | Reduce -11.6% | 45,556 | $1.2M |
| Advisor Resource Council | 0.41% | New | 44,940 | $1.2M |
| Rooted Wealth Advisors, Inc. | 0.31% | Add +0.5% | 42,934 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.47% | Reduce -47.2% | 41,615 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +0.9% | 40,450 | $1.0M |
| Vise Technologies, Inc. | 0.02% | Add +198.5% | 40,149 | $1.0M |
| Crabel Capital Management, LLC | 0.77% | Add +11.7% | 39,753 | $1.0M |
| Visionary Horizons, LLC | 0.53% | Add +17.1% | 39,652 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +2.6% | 39,409 | $1.0M |
| FWG Investments, LLC. | 0.60% | Reduce -3.8% | 36,296 | $935K |
| Wrenne Financial Planning LLC | 0.38% | Reduce -1.2% | 36,277 | $934K |
| PKS Advisory Services, LLC | 0.21% | Reduce -4.5% | 35,714 | $920K |
| Renaissance Technologies | 0.00% | New | 34,700 | $894K |
| Mutual Advisors, LLC | 0.02% | Add +0.4% | 34,174 | $880K |
| MSH Capital Advisors LLC | 0.19% | Reduce -1.3% | 33,972 | $875K |
| Dow Chemical Co. | 0.42% | Reduce -15.5% | 33,185 | $855K |
| Axxcess Wealth Management, LLC | 0.02% | Add +81.8% | 33,146 | $854K |
| Shelter Mutual Insurance Co | 0.19% | No change | 32,900 | $847K |
| Sax Wealth Advisors, LLC | 0.04% | New | 32,430 | $835K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.1% | 32,332 | $833K |
| Magnolia Private Wealth, LLC | 0.58% | Reduce -3.6% | 32,050 | $825K |
| Opulen Financial Group LLC | 0.60% | Reduce -0.6% | 31,863 | $820K |
| Financial Plan, Inc. | 0.09% | — | 31,493 | $811K |
| Narus Financial Partners, LLC | 0.22% | Add +3.9% | 31,379 | $808K |
| Falcon Wealth Planning | 0.07% | Reduce -1.1% | 31,066 | $800K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +108.5% | 31,065 | $800K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +94.7% | 30,629 | $789K |
| Argent Trust Co | 0.03% | Reduce -5.4% | 29,903 | $770K |
| Sharkey, Howes & Javer | 0.10% | Reduce -46.9% | 29,602 | $762K |
| Tilson Financial Group, Inc. | 0.23% | Reduce -1.5% | 29,563 | $761K |
| Texas Yale Capital Corp. | 0.02% | No change | 28,900 | $744K |
| Colton Groome Financial Advisors, LLC | 0.21% | Reduce -7.3% | 28,845 | $743K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -3.0% | 28,473 | $735K |
| Sharper & Granite LLC | 0.25% | Add +50.8% | 27,910 | $719K |
| Barnes Wealth Management Group, Inc | 0.38% | Reduce -1.2% | 27,696 | $713K |
| Paladin Wealth, LLC | 0.48% | Add +2.4% | 27,585 | $710K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -28.1% | 27,584 | $710K |
| Hopwood Nicholas Hunter | 0.23% | — | 27,455 | $707K |
| Riverbend Wealth Management, LLC | 0.44% | Add +35.4% | 27,284 | $703K |
| McAdam, LLC | 0.03% | Reduce -9.7% | 27,033 | $696K |
| Freestone Capital Holdings, LLC | 0.02% | Add +18.2% | 26,990 | $695K |
| Impact Partnership Wealth, LLC | 0.09% | Add +10.6% | 26,916 | $693K |
| WCG Wealth Advisors LLC | 0.02% | Add +62.6% | 26,900 | $693K |
| Mattson Financial Services, LLC | 0.15% | Reduce -17.3% | 25,724 | $662K |
| Lynx Investment Advisory | 0.36% | Reduce -23.9% | 25,515 | $657K |
| Farrell Financial LLC | 0.39% | Add +0.4% | 25,375 | $653K |
| Wealthgarden F.S. LLC | 0.43% | Reduce -2.7% | 25,072 | $648K |
| Forza Wealth Management, LLC | 0.23% | No change | 25,150 | $648K |
| Austin Private Wealth, LLC | 0.05% | Add +205.6% | 25,005 | $644K |
| Tandem Investment Partners LLC | 0.54% | Add +16.9% | 24,881 | $641K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.48% | — | 24,170 | $622K |
| Retirement Income Solutions, Inc. | 0.10% | Add +70.5% | 23,997 | $618K |
| Payne Capital LLC | 0.62% | Add +0.7% | 23,557 | $607K |
| Worth Financial Advisory Group, LLC | 0.29% | New | 23,358 | $601K |
| Snider Financial Group | 0.16% | Add +5.2% | 23,092 | $595K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.3% | 23,027 | $593K |
| Westco Advisory Services Inc. | 0.36% | — | 22,478 | $579K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -23.4% | 21,767 | $560K |
| Betterment LLC | 0.00% | Add +2.6% | 21,334 | $549K |
| Landmark Wealth Management, Inc. | 0.20% | New | 21,035 | $542K |
| Shum Financial Group, Inc. | 0.39% | Add +5.0% | 20,891 | $538K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -7.2% | 20,801 | $536K |
| Two Sigma Securities, LLC | 0.07% | New | 20,784 | $535K |
| Medallion Wealth Advisors, LLC | 0.18% | Reduce -10.1% | 20,594 | $530K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -8.3% | 20,428 | $526K |
| GEM Asset Management, LLC | 0.23% | Add +96.6% | 20,343 | $525K |
| FreeGulliver LLC | 0.23% | Reduce -22.8% | 20,120 | $518K |
| Millington Financial Advisors, LLC | 0.22% | Reduce -15.9% | 19,581 | $506K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +2.7% | 19,326 | $498K |
| Midwest Financial Network, LLC | 0.37% | New | 18,638 | $480K |
| Redwood Investment Management, LLC | 0.05% | Add +57.9% | 18,324 | $472K |
| Investments & Financial Planning, LLC | 0.25% | Add +10.7% | 18,133 | $467K |
| PFG Private Wealth Management, LLC | 0.20% | New | 17,844 | $459K |
| Plan A Wealth LLC | 0.22% | Reduce -7.2% | 17,759 | $457K |
| Capital CS Group, LLC | 0.72% | Reduce -1.6% | 17,695 | $456K |
| Richardson Financial Services Inc. | 0.14% | Add +26.3% | 17,197 | $448K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 17,291 | $445K |
| Advisor OS, LLC | 0.04% | Add +29.8% | 16,877 | $435K |
| Twin Focus Capital Partners, LLC | 0.05% | Add +111.7% | 16,767 | $432K |
| Peak Financial Advisors LLC | 0.19% | Add +54.5% | 16,720 | $431K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.09% | Reduce -8.1% | 16,624 | $428K |
| Flow Traders U.S. LLC | 0.01% | New | 16,607 | $428K |
| Fell Capital Management | 0.40% | — | 16,056 | $413K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.7% | 15,868 | $409K |
| Brown Financial Advisory | 0.20% | No change | 15,755 | $406K |
| Sovran Advisors, LLC | 0.03% | Reduce -17.1% | 15,633 | $404K |
| &partners | 0.00% | Reduce -12.5% | 15,666 | $403K |
| National Bank of Canada | 0.00% | Add +3.4% | 15,498 | $399K |
| Brookstone Capital Management | 0.00% | Reduce -2.8% | 15,370 | $396K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 15,120 | $389K |
| AMJ Financial Wealth Management | 0.09% | Reduce -2.7% | 14,916 | $384K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.2% | 14,879 | $383K |
| Western Wealth Management, LLC | 0.02% | Add +1.2% | 14,863 | $383K |
| Novus Advisors, LLC | 0.84% | Add +55.1% | 14,677 | $378K |
| Integrity Alliance, Llc. | 0.01% | Add +6.3% | 14,615 | $376K |
| Howe & Rusling Inc. | 0.02% | New | 14,540 | $374K |
| Optivise Advisory Services LLC | 0.22% | Reduce -13.3% | 14,496 | $373K |
| Asset One Wealth Management LLC | 0.05% | — | 14,376 | $370K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +4.2% | 14,245 | $367K |
| Capital Planning Advisors, LLC | 0.05% | No change | 14,232 | $366K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +21.1% | 13,961 | $359K |
| Kure Advisory, LLC | 0.20% | Reduce -16.9% | 13,687 | $352K |
| Lockerman Financial Group, Inc. | 0.67% | Add +45.0% | 13,481 | $347K |
| Tribridge Partners Financial LLC | 0.14% | No change | 13,401 | $345K |
| Concord Wealth Partners | 0.04% | Add +13.4% | 13,091 | $337K |
| Concord Asset Management, LLC | 0.06% | Add +14.5% | 13,049 | $336K |
| Neuberger Berman Group LLC | 0.00% | No change | 13,000 | $335K |
| Investment Planning Advisors, Inc. | 0.10% | Add +9.6% | 12,928 | $333K |
| Balentine LLC | 0.01% | Reduce -29.6% | 12,908 | $332K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -18.4% | 12,659 | $326K |
| Independent Advisor Alliance | 0.01% | New | 12,654 | $326K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.3% | 12,485 | $321K |
| Insight Advisors, LLC/ PA | 0.05% | Add +2.5% | 12,460 | $321K |
| D.A. Davidson & Co. | 0.00% | Add +39.6% | 12,200 | $314K |
| Ascent Group, LLC | 0.01% | New | 12,162 | $313K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.6% | 11,937 | $307K |
| Hilltop Holdings Inc. | 0.02% | Reduce -7.9% | 11,867 | $306K |
| Valtinson Bruner Financial Planning LLC | 0.09% | New | 11,765 | $303K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -11.7% | 11,720 | $302K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $301K |
| Empirical Asset Management, LLC | 0.08% | Reduce -4.9% | 11,625 | $299K |
| Quest 10 Wealth Builders, Inc. | 0.27% | Reduce -0.3% | 11,521 | $297K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +9.5% | 11,284 | $292K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | — | 11,288 | $291K |
| Richmond Investment Services, LLC | 0.05% | New | 11,266 | $290K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -25.8% | 11,134 | $287K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -15.2% | 11,120 | $286K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -27.6% | 11,032 | $284K |
| 1832 Asset Management L.P. | 0.00% | New | 11,030 | $284K |
| Roman Butler Fullerton & Co. | 0.07% | Add +1.0% | 10,928 | $282K |
| Strategic Financial Planning, Inc. | 0.16% | Add +1.1% | 10,928 | $281K |
| Arax Advisory Partners | 0.01% | New | 10,513 | $271K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -0.4% | 10,498 | $270K |
| Savvy Advisors, Inc. | 0.01% | New | 10,312 | $266K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 10,180 | $262K |
| Blair William & Co. | 0.00% | Add +1.0% | 10,159 | $262K |
| Heartwood Wealth Advisors LLC | 0.02% | Reduce -31.6% | 10,051 | $259K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.7% | 9,981 | $257K |
| Tidemark, LLC | 0.07% | Reduce -20.3% | 9,919 | $255K |
| Brookwood Investment Group LLC | 0.03% | Add +4.2% | 9,719 | $250K |
| Palatine Hill Wealth Management, LLC | 0.20% | — | 9,619 | $248K |
| Paladin Advisory Group, LLC | 0.18% | Add +0.0% | 9,561 | $246K |
| WealthCare Investment Partners, LLC | 0.07% | Add +2.4% | 9,559 | $246K |
| Maia Wealth LLC | 0.04% | Add +0.1% | 9,378 | $243K |
| SageGuard Financial Group, LLC | 0.04% | — | 9,452 | $243K |
| Strategic Wealth Investment Group, LLC | 0.03% | Reduce -0.3% | 9,399 | $242K |
| RKL Wealth Management LLC | 0.02% | New | 9,170 | $236K |
| Eclectic Associates Inc. | 0.04% | New | 9,045 | $233K |
| Balboa Wealth Partners | 0.04% | New | 8,949 | $230K |
| Optimist Retirement Group LLC | 0.10% | Add +1.2% | 8,890 | $229K |
| OLIO Financial Planning | 0.06% | No change | 8,777 | $226K |
| Waterloo Capital, L.P. | 0.02% | Reduce -4.1% | 8,744 | $225K |
| Thrivent Financial for Lutherans | 0.00% | New | 8,702 | $224K |
| Financial Advisory Partners, LLC | 0.06% | Add +1.6% | 8,689 | $224K |
| Realta Investment Advisors | 0.07% | Add +4.0% | 8,614 | $222K |
| North Dallas Bank & Trust Co. | 0.14% | — | 8,600 | $221K |
| Asset Dedication, LLC | 0.01% | No change | 8,577 | $221K |
| Ehrlich Financial Group | 0.12% | Add +3.0% | 8,500 | $219K |
| Baird Financial Group, Inc. | 0.00% | New | 8,217 | $212K |
| Capital Developers, LLC | 0.19% | — | 8,180 | $211K |
| Professional Financial Advisors, LLC | 0.04% | New | 8,155 | $210K |
| Composition Wealth, LLC | 0.00% | New | 8,143 | $210K |
| Founders Financial Securities LLC | 0.01% | New | 8,121 | $209K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -0.3% | 8,091 | $208K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -6.0% | 7,962 | $205K |
| FMR LLC | 0.00% | Reduce -35.6% | 7,958 | $205K |
| Amicus Financial Advisors, LLC | 0.06% | — | 7,905 | $204K |
| CreativeOne Wealth, LLC | 0.00% | New | 7,855 | $202K |
| Symmetry Partners, LLC | 0.01% | No change | 7,772 | $200K |
| Sunbelt Securities, Inc. | 0.01% | No change | 7,635 | $197K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7,039 | $181K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 7,010 | $181K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.2% | 6,779 | $175K |
| Ancora Advisors LLC | 0.00% | Add +1.4% | 6,702 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.6% | 6,089 | $157K |
| Bullock Wealth Management Group | 0.06% | — | 4,670 | $120K |
| Tucker Asset Management LLC | 0.03% | Reduce -0.2% | 4,509 | $116K |
| Woodside Wealth Management LLC | 0.08% | Add +3.6% | 4,233 | $109K |
| Rosenberg Matthew Hamilton | 0.02% | Add +26.8% | 4,163 | $107K |
| Key Financial Inc | 0.02% | No change | 3,894 | $100K |
| WealthCollab, LLC | 0.04% | No change | 3,690 | $95K |
| Root Financial Partners, LLC | 0.00% | New | 3,658 | $94K |
| Bank of Montreal | 0.00% | No change | 3,262 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $82K |
| Northwest Capital Management Inc | 0.35% | Reduce -77.4% | 3,119 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,067 | $79K |
| Wolff Wiese Magana LLC | 0.04% | Add +5.4% | 3,039 | $78K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 2,982 | $77K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,807 | $72K |
| SHP Wealth Management | 0.01% | — | 2,730 | $70K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -1.4% | 2,686 | $69K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.3% | 2,615 | $67K |
| Safe Harbor Fiduciary, LLC | 0.06% | — | 2,583 | $67K |
| Fourth Dimension Wealth, LLC | 0.02% | New | 2,571 | $66K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.3% | 2,147 | $55K |
| WFA of San Diego, LLC | 0.04% | No change | 2,069 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,028 | $52K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,987 | $51K |
| Premier Financial Group | 0.01% | New | 1,937 | $50K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -96.9% | 1,889 | $49K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,869 | $48K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -10.8% | 1,854 | $48K |
| International Assets Investment Management, LLC | 0.00% | New | 1,829 | $47K |
| Reyes Financial Architecture, Inc. | 0.03% | No change | 1,819 | $47K |
| Miller Capital Partners, Inc. | 0.02% | — | 1,808 | $47K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,612 | $42K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -13.7% | 1,472 | $38K |
| Gould Capital, LLC | 0.02% | Add +44.0% | 1,440 | $37K |
| IMG Wealth Management, Inc. | 0.02% | No change | 1,359 | $35K |
| Rossby Financial, LCC | 0.01% | Add +43.5% | 1,293 | $33K |
| Collier Financial | 0.02% | Add +1.3% | 1,264 | $33K |
| Bare Financial Services, Inc | 0.01% | No change | 1,238 | $32K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 1,130 | $29K |
| Cheviot Value Management, LLC | 0.00% | Reduce -13.6% | 1,100 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.8% | 1,059 | $27K |
| Kingdom Financial Group LLC. | 0.01% | New | 1,057 | $27K |
| Operose Advisors LLC | 0.01% | No change | 1,033 | $27K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +371.1% | 914 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 836 | $22K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 813 | $21K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 762 | $20K |
| Rakuten Securities, Inc. | 0.01% | New | 750 | $19K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -78.8% | 725 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 656 | $17K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.4% | 648 | $17K |
| Aventus Investment Advisors, Inc. | 0.01% | Add +1.4% | 642 | $17K |
| Valley National Advisers Inc. | 0.00% | Add +1.3% | 625 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +19.1% | 591 | $15K |
| Phillips Financial Management, LLC | 0.00% | Add +1.4% | 501 | $13K |
| Dogwood Wealth Management LLC | 0.00% | No change | 392 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -2.3% | 375 | $10K |
| Triumph Capital Management | 0.00% | New | 363 | $9K |
| TD Private Client Wealth LLC | 0.00% | No change | 302 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 284 | $7K |
| BlackRock, Inc. | 0.00% | Add +1.4% | 284 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 227 | $6K |
| Advocate Investing Services LLC | 0.00% | — | 200 | $5K |
| Blue Trust, Inc. | 0.00% | New | 196 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 185 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Archer Investment Corp | 0.00% | No change | 138 | $4K |
| Crewe Advisors LLC | 0.00% | New | 125 | $3K |
| Hoey Investments, Inc. | 0.00% | New | 116 | $3K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 116 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 113 | $3K |
| Midwest Capital Advisors, LLC | 0.00% | Add +1.0% | 104 | $3K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Pandora Wealth, Inc. | 0.00% | No change | 50 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 47 | $1K |
| CX Institutional | 0.00% | No change | 25 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -79.8% | 38 | $979 |
| Copia Wealth Management | 0.00% | Add +16.7% | 35 | $901 |
| Bfsg, LLC | 0.00% | No change | 30 | $773 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $621 |
| Networth Advisors, LLC | 0.00% | — | 15 | $386 |
| Barclays PLC | 0.00% | No change | 1 | $26 |
| Russell Investments Group, Ltd. | 0.00% | No change | 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.