SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q4 2025 (December 31)566holders +18
36new positions
42sold out
5famous investors
$30.20avg. 13F price*
At the end of Q4 2025, 566 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 18 from Q3 2025. 36 opened new positions and 42 sold out. The largest holders were Creative Planning ($1.5B), LPL Financial LLC ($284.6M) and Valmark Advisers, Inc. ($263.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), George Soros (0.0% of Soros Fund Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P St C Corp. ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $46.5M |
| Exits | 42 | $143.9M |
All 13F filers, Q3 2025 → Q4 2025: 16,233,932 shares bought and 8,185,156 shares sold, net +8,048,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Creative Planning | 1.10% | Add +4.4% | 50,904,613 | $1.5B |
| LPL Financial LLC | 0.08% | Add +19.2% | 9,425,480 | $284.6M |
| Valmark Advisers, Inc. | 3.26% | Add +4.0% | 8,737,196 | $263.9M |
| Morgan Stanley | 0.02% | Add +13.2% | 8,712,343 | $263.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +16.7% | 5,393,686 | $162.9M |
| Baird Financial Group, Inc. | 0.24% | Add +18.3% | 5,176,270 | $156.3M |
| Bank of America Corp. | 0.01% | Reduce -1.2% | 4,863,099 | $146.9M |
| Advisory Alpha, LLC | 3.59% | Add +3.1% | 4,365,866 | $131.9M |
| Royal Bank of Canada | 0.02% | Reduce -0.4% | 3,879,251 | $117.2M |
| Allstate Corp. | 1.54% | Reduce -14.7% | 3,733,540 | $112.8M |
| Wells Fargo & Company | 0.02% | Add +52.7% | 3,677,610 | $111.1M |
| State Street Corp. | 0.00% | Add +3.7% | 3,399,608 | $102.7M |
| MCF Advisors LLC | 5.00% | Add +3.8% | 2,997,561 | $90.5M |
| UBS Group AG | 0.01% | Add +21.0% | 2,500,781 | $75.5M |
| Rockwood Wealth Management, LLC | 5.05% | Add +5.1% | 2,240,542 | $67.7M |
| Ameriprise Financial Inc. | 0.02% | Add +2.1% | 2,200,226 | $66.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +10.4% | 2,181,566 | $65.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.9% | 2,069,264 | $62.5M |
| Cetera Investment Advisers | 0.06% | Add +10.6% | 1,796,150 | $54.2M |
| Mariner, LLC | 0.06% | Add +5.7% | 1,786,100 | $53.9M |
| Rodgers & Associates, LTD | 5.05% | Add +2.2% | 1,650,811 | $49.9M |
| Osaic Holdings, Inc. | 0.07% | Add +0.8% | 1,541,393 | $46.6M |
| BIP Wealth, LLC | 1.55% | Add +12.5% | 1,450,662 | $43.8M |
| Arkansas Financial Group, Inc. | 5.90% | Add +7.2% | 1,355,085 | $40.9M |
| Tiaa Trust, National Association | 0.10% | Add +1.0% | 1,324,108 | $40.0M |
| Strategic Wealth Partners, Ltd. | 2.52% | Add +13.7% | 1,216,359 | $36.7M |
| Gemmer Asset Management LLC | 2.76% | Add +2.6% | 1,187,043 | $35.8M |
| Orange Investment Advisors, Inc. | 3.79% | Reduce -1.7% | 1,135,263 | $34.3M |
| Strategic Point Investment Advisors, LLC | 4.71% | Add +4.1% | 1,128,112 | $34.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.57% | Add +8.1% | 1,126,296 | $34.0M |
| Capital Wealth Management, LLC | 10.71% | Add +6.7% | 1,098,274 | $33.2M |
| Concord Wealth Partners | 4.17% | Add +3.6% | 1,062,335 | $32.1M |
| Raymond James Financial Inc. | 0.01% | Add +5.2% | 1,045,218 | $31.6M |
| Fisher Asset Management | 0.01% | Reduce -5.9% | 1,040,150 | $31.4M |
| Concord Asset Management, LLC | 5.40% | Add +3.2% | 1,033,002 | $31.2M |
| SoundView Advisors Inc. | 10.75% | New | 1,020,108 | $30.8M |
| First Command Advisory Services, Inc. | 0.21% | Add +21.5% | 976,410 | $29.5M |
| Walker Financial Services, Inc. | 10.40% | Reduce -2.2% | 950,467 | $28.7M |
| Capital Advisors Inc. | 0.46% | Reduce -0.3% | 938,292 | $28.3M |
| Clark Capital Management Group, Inc. | 0.16% | Add +642.5% | 868,819 | $26.2M |
| Flagstone Financial Management | 6.60% | Add +4.4% | 852,175 | $25.7M |
| Cohen & Steers, Inc. | 0.05% | Reduce -11.3% | 834,847 | $25.2M |
| Modern Wealth Management, LLC | 0.45% | Reduce -0.8% | 815,858 | $24.6M |
| Occidental Asset Management, LLC | 2.91% | Add +0.3% | 801,642 | $24.2M |
| Wealthspire Retirement, LLC | 1.39% | Add +3.6% | 757,882 | $22.9M |
| Horizon Investments, LLC | 0.29% | Add +1.5% | 747,595 | $22.6M |
| Waverly Advisors, LLC | 0.18% | Add +4.0% | 733,901 | $22.2M |
| Cwm, LLC | 0.06% | Reduce -1.9% | 705,974 | $21.3M |
| Winthrop Capital Management, LLC | 4.84% | Add +0.9% | 687,887 | $20.8M |
| Swmg, LLC | 5.67% | Add +12.4% | 675,184 | $20.4M |
| Geneos Wealth Management Inc. | 0.49% | Add +0.9% | 667,814 | $20.2M |
| Cherry Tree Wealth Management, LLC | 4.24% | Add +3.9% | 665,617 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.3% | 659,475 | $19.9M |
| Atria Investments, Inc | 0.22% | Add +17.2% | 638,633 | $19.3M |
| Cedar Mountain Advisors, LLC | 3.72% | Reduce -6.2% | 638,181 | $19.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.3% | 605,633 | $18.3M |
| Hardy Reed LLC | 1.23% | Add +2.2% | 568,878 | $17.2M |
| Horizon Financial Services, LLC | 7.56% | Add +7.0% | 549,960 | $16.6M |
| Litman Gregory Wealth Management LLC | 1.19% | Reduce -9.7% | 538,923 | $16.3M |
| TrueMark Investments, LLC | 2.92% | Add +2888.4% | 505,908 | $15.3M |
| Advisory Services Network, LLC | 0.21% | Add +9.8% | 490,407 | $14.8M |
| Pinnacle Financial Partners, Inc. | 0.11% | — | 485,436 | $14.7M |
| Woodside Wealth Management LLC | 10.81% | Add +1.9% | 479,805 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -0.6% | 479,615 | $14.5M |
| Kingsview Wealth Management, LLC | 0.21% | Add +2.8% | 479,439 | $14.5M |
| Cornerstone Management, Inc. | 2.34% | Add +4.7% | 475,691 | $14.4M |
| Saiph Capital, LLC | 5.05% | Add +1.9% | 465,275 | $14.1M |
| Smithfield Trust Co | 0.61% | Add +0.5% | 459,438 | $13.9M |
| Impact Partnership Wealth, LLC | 1.75% | Add +99.3% | 452,966 | $13.7M |
| Equitable Holdings, Inc. | 0.09% | Add +33.0% | 451,499 | $13.6M |
| Red Cedar Investment Management, LLC | 1.47% | No change | 450,568 | $13.6M |
| Rogco, LP | 4.43% | Add +4.2% | 443,186 | $13.4M |
| Manning & Napier Advisors LLC | 0.17% | Reduce -13.1% | 438,476 | $13.2M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.1% | 429,735 | $13.0M |
| RFG Advisory, LLC | 0.24% | Add +3.3% | 418,306 | $12.6M |
| Kraft, Davis & Associates, LLC | 2.75% | Add +1.1% | 405,520 | $12.3M |
| Certified Advisory Corp | 1.03% | Reduce -1.9% | 375,619 | $11.3M |
| Timonier Family Office, LTD. | 3.53% | Add +6.5% | 367,857 | $11.1M |
| JPMorgan Chase & Co. | 0.00% | Add +13.6% | 354,000 | $10.7M |
| Creative Financial Designs Inc. | 0.65% | Add +5.4% | 340,760 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -10.0% | 337,752 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 326,295 | $9.9M |
| Truefg, LLC | 2.44% | Add +1.4% | 301,143 | $9.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.9% | 300,739 | $9.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -1.4% | 296,110 | $8.9M |
| Lighthouse Financial Services Inc. | 2.04% | — | 293,997 | $8.9M |
| Fairview Capital Investment Management, LLC | 0.45% | Reduce -3.5% | 293,054 | $8.9M |
| Wrapmanager Inc. | 2.90% | Reduce -6.2% | 283,814 | $8.6M |
| Financial Management, Inc. | 8.01% | — | 279,071 | $8.4M |
| Wellington Grp LLC | 2.73% | — | 271,588 | $8.2M |
| Integrity Alliance, Llc. | 0.30% | Reduce -0.5% | 269,639 | $8.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +455.2% | 267,624 | $8.1M |
| DAVENPORT & Co LLC | 0.04% | Add +14.6% | 264,605 | $8.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.36% | Reduce -0.1% | 263,003 | $7.9M |
| Fortune 45 LLC | 3.75% | Add +4.9% | 259,640 | $7.8M |
| Courier Capital LLC | 0.42% | Add +7.4% | 249,887 | $7.5M |
| Climber Capital SA | 4.88% | — | 251,969 | $7.5M |
| Money Concepts Capital Corp. | 0.42% | Add +4.9% | 247,395 | $7.5M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +13.5% | 245,974 | $7.4M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +13.5% | 245,943 | $7.4M |
| Summit Financial, LLC | 0.11% | Reduce -2.1% | 245,805 | $7.4M |
| Allen Investment Management, LLC | 0.08% | Add +19.6% | 244,681 | $7.4M |
| Quattro Financial Advisors LLC | 2.15% | Reduce -0.1% | 238,369 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +16.0% | 237,270 | $7.2M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -50.8% | 235,880 | $7.1M |
| GAMMA Investing LLC | 0.35% | Add +10.9% | 232,500 | $7.0M |
| Cooke Wealth Management, LLC | 6.11% | — | 231,631 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.3% | 231,164 | $7.0M |
| Municipal Employees' Retirement System of Michigan | 0.08% | No change | 228,061 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -17.1% | 227,271 | $6.9M |
| Focus Partners Wealth | 0.01% | Add +1778.0% | 218,807 | $6.6M |
| Eagle Strategies LLC | 0.84% | Add +0.0% | 217,843 | $6.6M |
| Midwest Trust Co | 0.08% | Add +19.4% | 215,813 | $6.5M |
| Westover Capital Advisors, LLC | 1.12% | Add +0.7% | 203,488 | $6.1M |
| TD Private Client Wealth LLC | 0.13% | Add +12.3% | 201,883 | $6.1M |
| Parsons Capital Management Inc. | 0.33% | Add +29.9% | 199,232 | $6.0M |
| Burling Wealth Partners, LLC | 0.92% | Add +7.7% | 196,151 | $5.9M |
| Arrien Investments, Inc. | 3.32% | Add +166.8% | 195,019 | $5.9M |
| Cascade Financial Partners, LLC | 0.59% | Add +118.8% | 194,237 | $5.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Add +0.3% | 192,116 | $5.8M |
| Delta Asset Management LLC | 0.50% | Add +2.8% | 191,187 | $5.8M |
| Badgley Phelps Wealth Managers, LLC | 0.10% | Add +2.8% | 186,605 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +63.8% | 186,064 | $5.6M |
| Martin Capital Partners, LLC | 2.10% | Add +0.0% | 184,823 | $5.6M |
| Hilltop Holdings Inc. | 0.33% | Add +7.5% | 183,700 | $5.5M |
| &partners | 0.03% | Reduce -4.0% | 176,596 | $5.3M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -3.9% | 171,234 | $5.2M |
| Cannon Wealth Management Services, LLC | 3.57% | Reduce -1.0% | 167,700 | $5.1M |
| Gotham Asset Management | 0.02% | No change | 166,116 | $5.0M |
| All Terrain Financial Advisors, LLC | 1.53% | Add +1.8% | 164,916 | $5.0M |
| Prospera Financial Services Inc | 0.08% | Add +2.1% | 164,543 | $5.0M |
| Cornerstone Enterprises, LLC | 2.37% | New | 164,308 | $5.0M |
| Marmo Financial Group, LLC | 2.33% | Add +1.8% | 163,284 | $4.9M |
| Staley Capital Advisers Inc. | 0.20% | Reduce -1.7% | 162,225 | $4.9M |
| Revisor Wealth Management LLC | 1.31% | Add +2.9% | 161,576 | $4.9M |
| Destination Wealth Management | 0.12% | Reduce -6.3% | 154,065 | $4.7M |
| Signet Financial Management, LLC | 0.52% | Reduce -4.0% | 153,535 | $4.6M |
| N.E.W. Advisory Services LLC | 0.34% | Add +1973.9% | 151,271 | $4.6M |
| Gibbs Wealth Management | 1.10% | Reduce -6.2% | 151,068 | $4.6M |
| Eukles Asset Management | 1.76% | Add +1.8% | 150,013 | $4.5M |
| Silver Lake Advisory, LLC | 1.75% | Add +10.4% | 149,796 | $4.5M |
| Bush Investment Group, LLC | 2.46% | Add +1.5% | 145,459 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.9% | 143,960 | $4.3M |
| Caitlin John, LLC | 2.80% | Add +179.3% | 141,542 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 141,184 | $4.3M |
| Financial Plan, Inc. | 0.49% | — | 140,432 | $4.2M |
| HM Payson & Co. | 0.06% | Reduce -0.3% | 140,415 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.2% | 140,065 | $4.2M |
| Parcion Private Wealth LLC | 0.26% | Add +0.8% | 138,808 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.3% | 136,891 | $4.1M |
| Foundations Investment Advisors, LLC | 0.05% | Add +39.7% | 135,438 | $4.1M |
| Eagle Wealth Advisors LLC | 3.48% | — | 135,241 | $4.1M |
| CGN Advisors LLC | 0.32% | Add +3.3% | 134,667 | $4.1M |
| Freestone Capital Holdings, LLC | 0.12% | Reduce -2.7% | 130,596 | $3.9M |
| Orin Green Financial, LLC | 1.57% | Add +1.2% | 129,791 | $3.9M |
| Oasis Advisors, LLC | 1.98% | — | 123,647 | $3.7M |
| STAR Financial Bank | 1.89% | Add +12.7% | 122,799 | $3.7M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -0.1% | 122,340 | $3.7M |
| IRON Financial LLC | 1.69% | Add +1.5% | 121,466 | $3.7M |
| Vista Investment Management | 1.19% | Add +9.8% | 119,304 | $3.6M |
| Aspetuck Financial Management LLC | 2.37% | Reduce -1.2% | 117,000 | $3.5M |
| Avior Wealth Management, LLC | 0.11% | Add +0.8% | 116,423 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -72.9% | 114,109 | $3.4M |
| Rosenberg Matthew Hamilton | 0.71% | Reduce -3.2% | 113,466 | $3.4M |
| Apollon Wealth Management, LLC | 0.06% | Add +10.2% | 109,661 | $3.3M |
| DGS Capital Management, LLC | 0.57% | Add +1.4% | 109,257 | $3.3M |
| Whittier Trust Co. | 0.03% | Reduce -2.1% | 106,058 | $3.2M |
| Stephens Inc. | 0.04% | Add +2.0% | 100,232 | $3.0M |
| McMill Wealth Management | 0.84% | Add +0.5% | 99,244 | $3.0M |
| Manske Wealth Management | 0.86% | Add +12.0% | 95,996 | $2.9M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -4.2% | 94,968 | $2.9M |
| Boston Standard Wealth Management, LLC | 0.46% | Add +3.6% | 92,465 | $2.8M |
| Eagle Global Advisors LLC | 0.10% | Reduce -15.6% | 92,260 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.8% | 92,012 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.4% | 91,189 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -4.2% | 88,118 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 87,813 | $2.7M |
| StoneX Group Inc. | 0.11% | Add +484.9% | 87,326 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -2.0% | 86,140 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +218.0% | 85,944 | $2.6M |
| Wealth Management Nebraska | 0.29% | Add +4.6% | 84,912 | $2.6M |
| Tradewinds Capital Management, LLC | 0.53% | Add +6.2% | 83,259 | $2.5M |
| Gould Asset Management LLC | 0.44% | Add +4.0% | 82,469 | $2.5M |
| Smith, Moore & Co. | 0.19% | Add +97.1% | 81,832 | $2.5M |
| Brian Low Financial Group, LLC | 1.71% | Reduce -1.6% | 79,759 | $2.4M |
| Arete Wealth Advisors, LLC | 0.17% | Add +0.8% | 79,597 | $2.4M |
| Auour Investments LLC | 0.76% | Add +11.3% | 79,217 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -1.9% | 78,918 | $2.4M |
| Lanark Financial, Inc. | 0.18% | Add +27.5% | 78,824 | $2.4M |
| Powerhouse Assets LLC | 2.09% | — | 78,547 | $2.4M |
| Mascoma Wealth Management LLC | 0.51% | Reduce -0.4% | 78,266 | $2.4M |
| Sigma Planning Corp | 0.06% | Add +7.2% | 76,007 | $2.3M |
| OLIO Financial Planning | 0.65% | Add +4.0% | 76,703 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.16% | Add +6.8% | 76,564 | $2.3M |
| Greenberg Financial Group | 0.93% | — | 74,531 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.2% | 74,187 | $2.2M |
| Zacks Investment Management | 0.02% | Add +14.0% | 73,728 | $2.2M |
| M Holdings Securities, Inc. | 0.16% | Add +30.1% | 73,503 | $2.2M |
| Trilogy Capital Inc. | 0.10% | Add +6.9% | 72,859 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 72,737 | $2.2M |
| Western Wealth Management, LLC | 0.10% | Add +16.9% | 72,486 | $2.2M |
| Mechanics Financial Corp | 0.80% | Add +7.0% | 71,937 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -10.6% | 70,993 | $2.1M |
| Portside Wealth Group, LLC | 0.29% | Add +3.5% | 70,527 | $2.1M |
| Jacobi Capital Management LLC | 0.12% | Add +5.4% | 70,129 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 69,422 | $2.1M |
| Gilbert Capital Group, Inc. | 1.55% | Add +0.0% | 68,250 | $2.1M |
| Capital Square, LLC | 1.01% | Add +8.2% | 65,843 | $2.0M |
| Gilpin Wealth Management, LLC | 1.54% | — | 64,400 | $1.9M |
| Laraway Financial Advisors Inc | 1.27% | Reduce -3.4% | 64,366 | $1.9M |
| Comerica Bank | 0.01% | Reduce -23.7% | 64,339 | $1.9M |
| Empowered Funds, LLC | 0.03% | Add +16.2% | 64,242 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.24% | Add +2.2% | 64,112 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +4.8% | 63,885 | $1.9M |
| Destiny Wealth Partners, LLC | 0.22% | Reduce -21.6% | 62,591 | $1.9M |
| Sharper & Granite LLC | 0.66% | Add +7.7% | 62,364 | $1.9M |
| Whitcomb & Hess, Inc. | 0.44% | Add +5.1% | 61,553 | $1.9M |
| Alpha Omega Wealth Management LLC | 0.30% | Add +2.3% | 60,266 | $1.8M |
| City Holding Co. | 0.22% | Add +11.9% | 59,974 | $1.8M |
| GEM Asset Management, LLC | 0.80% | Add +43.1% | 59,745 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +115.0% | 58,776 | $1.8M |
| Meridian Financial Advisors, LLC | 0.95% | Add +2.1% | 58,060 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -34.1% | 57,394 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Add +1942.8% | 57,302 | $1.7M |
| James Investment Research, Inc. | 0.18% | Add +7.8% | 55,871 | $1.7M |
| Dynamic Wealth Strategies, LLC | 1.00% | Reduce -42.6% | 55,621 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -1.8% | 53,257 | $1.6M |
| Zinnia Wealth Advisory, LLC | 1.73% | — | 52,842 | $1.6M |
| Lifeworks Advisors, LLC | 0.21% | Add +1.1% | 52,790 | $1.6M |
| Fca Corp. | 0.44% | Add +3.1% | 52,188 | $1.6M |
| Portland Financial Advisors Inc | 3.34% | Add +14.9% | 51,975 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +3.2% | 51,432 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.12% | Reduce -0.5% | 51,490 | $1.6M |
| Drucker Wealth 3.0, LLC | 0.27% | Add +8.6% | 51,272 | $1.5M |
| Blair William & Co. | 0.00% | Add +3.2% | 51,077 | $1.5M |
| Private Wealth Group, LLC | 0.73% | Add +31.1% | 50,133 | $1.5M |
| Bfsg, LLC | 0.15% | Add +48.7% | 49,809 | $1.5M |
| Ssa Swiss Advisors AG | 0.70% | Reduce -42.0% | 49,483 | $1.5M |
| Echo Wealth Management, LLC | 0.87% | Reduce -26.7% | 49,439 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Add +25.1% | 48,936 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -18.1% | 48,811 | $1.5M |
| MainStreet Investment Advisors LLC | 0.21% | Reduce -6.9% | 48,742 | $1.5M |
| New Hampshire Trust | 0.29% | Add +112.3% | 48,602 | $1.5M |
| Compass Financial Group, Inc. | 0.65% | Reduce -1.8% | 48,466 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -21.8% | 47,315 | $1.4M |
| Capital Investment Services of America, Inc. | 0.13% | Reduce -0.1% | 46,747 | $1.4M |
| Prosperity Consulting Group, LLC | 0.06% | Add +10.4% | 46,376 | $1.4M |
| Barnes Pettey Financial Advisors, LLC | 0.69% | Add +3.0% | 46,365 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +9.6% | 46,314 | $1.4M |
| Roundview Capital LLC | 0.09% | Reduce -1.3% | 46,213 | $1.4M |
| Entelevest, LLC | 1.44% | — | 45,874 | $1.4M |
| Zhang Financial LLC | 0.05% | Add +7.3% | 45,557 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -26.2% | 44,117 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 43,882 | $1.3M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.0% | 43,561 | $1.3M |
| Thrive Capital Management, LLC | 0.29% | Add +8.9% | 43,136 | $1.3M |
| Argent Trust Co | 0.04% | Add +1.2% | 42,914 | $1.3M |
| Greenwich Wealth Management LLC | 0.06% | Add +2.3% | 42,755 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -9.0% | 41,722 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -3.5% | 41,639 | $1.3M |
| Fonville Wealth Management LLC | 0.26% | Reduce -0.9% | 41,630 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | Add +12.0% | 40,963 | $1.2M |
| PFG Advisors | 0.06% | Reduce -47.2% | 39,917 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.7% | 39,637 | $1.2M |
| GTS Securities LLC | 0.04% | Reduce -56.2% | 38,818 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | No change | 38,647 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.34% | Add +5.6% | 38,109 | $1.2M |
| Orion Capital Management LLC | 0.39% | Add +3.6% | 37,946 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -0.5% | 37,199 | $1.1M |
| TritonPoint Partners, LLC | 0.60% | — | 37,158 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +118.8% | 36,982 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.31% | Reduce -11.9% | 36,913 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Add +4.2% | 36,834 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | New | 36,704 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.64% | Reduce -1.6% | 36,670 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -3.8% | 36,387 | $1.1M |
| Two Sigma Securities, LLC | 0.15% | Reduce -8.9% | 36,229 | $1.1M |
| Blue Water Asset Management | 0.39% | — | 35,554 | $1.1M |
| Trivium Point Advisory, LLC | 0.11% | Reduce -0.5% | 35,360 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +52.9% | 34,811 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -44.1% | 34,765 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | New | 34,418 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.8% | 34,086 | $1.0M |
| Meitav Investment House Ltd. | 0.01% | Add +25.3% | 33,972 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -49.5% | 33,634 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -0.7% | 33,047 | $998K |
| GWN Securities Inc. | 0.20% | Add +5.3% | 32,627 | $985K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Add +4.3% | 32,313 | $976K |
| Capital Advisory Group Advisory Services, LLC | 0.29% | Add +0.5% | 32,273 | $975K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +3.4% | 32,179 | $972K |
| HighPoint Advisor Group LLC | 0.02% | New | 32,009 | $967K |
| AQR Capital Management | 0.00% | No change | 31,745 | $959K |
| CoreCap Advisors, LLC | 0.03% | Add +12.7% | 31,335 | $946K |
| Soros Fund Management | 0.02% | Reduce -5.2% | 30,268 | $914K |
| Aspire Private Capital, LLC | 0.20% | Reduce -1.5% | 29,264 | $884K |
| Intrua Financial, LLC | 0.10% | Add +1.1% | 28,733 | $868K |
| IFG Advisory, LLC | 0.04% | Reduce -2.8% | 28,499 | $861K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 28,340 | $856K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -1.2% | 28,015 | $846K |
| Advisor OS, LLC | 0.07% | New | 27,919 | $843K |
| MMBG Investment Advisors Co. | 0.07% | Add +6.3% | 27,725 | $837K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.5% | 27,387 | $827K |
| BLB&B Advisors, LLC | 0.03% | Reduce -29.7% | 26,829 | $810K |
| PKS Advisory Services, LLC | 0.18% | Reduce -6.8% | 26,596 | $803K |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 26,496 | $800K |
| Seven Mile Advisory | 0.14% | Reduce -48.7% | 26,450 | $799K |
| Larson Financial Group LLC | 0.03% | Reduce -5.6% | 26,307 | $794K |
| Sheets Smith Wealth Management | 0.09% | Add +1.2% | 25,703 | $776K |
| Integrity Advisory Solutions, LLC | 0.11% | Add +9.3% | 25,638 | $774K |
| Sowell Financial Services LLC | 0.03% | Reduce -49.7% | 25,527 | $771K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -19.0% | 24,847 | $751K |
| Gsa Capital Partners LLP | 0.06% | New | 24,694 | $746K |
| Running Point Capital Advisors, LLC | 0.20% | Add +27.5% | 24,328 | $735K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 24,307 | $734K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.0% | 23,828 | $720K |
| Advisor Resource Council | 0.25% | New | 23,546 | $711K |
| Pacific Park Financial, Inc. | 0.44% | — | 23,290 | $703K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Add +4.8% | 22,902 | $692K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +16.8% | 23,023 | $680K |
| Windward Private Wealth Management Inc. | 0.23% | Reduce -13.0% | 22,361 | $675K |
| Trail Ridge Investment Advisors, LLC | 0.29% | Add +8.6% | 22,326 | $674K |
| World Investment Advisors | 0.01% | Add +179.9% | 22,154 | $669K |
| Commonwealth Financial Services, LLC | 0.11% | Add +4.6% | 21,593 | $652K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.6% | 21,196 | $640K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -2.0% | 21,188 | $640K |
| Vise Technologies, Inc. | 0.01% | Add +29.2% | 21,124 | $638K |
| Betterment LLC | 0.00% | Reduce -41.9% | 20,900 | $631K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.3% | 20,838 | $629K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -5.9% | 20,765 | $627K |
| Millennium Management | 0.00% | Reduce -49.5% | 20,615 | $623K |
| Tiemann Investment Advisors, LLC | 0.24% | No change | 20,250 | $612K |
| Members Trust Co | 0.02% | No change | 20,166 | $609K |
| Private Wealth Asset Management, LLC | 0.07% | No change | 20,100 | $607K |
| Bank of Montreal | 0.00% | Reduce -11.0% | 19,445 | $587K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -2.5% | 19,425 | $587K |
| Cottage Street Advisors LLC | 0.24% | Add +0.2% | 18,952 | $572K |
| Merit Financial Group, LLC | 0.00% | Reduce -16.6% | 18,607 | $562K |
| Wealthstar Advisors, LLC | 0.30% | Reduce -4.2% | 18,504 | $559K |
| Cedar Point Capital Partners, LLC | 0.35% | Add +102.2% | 18,329 | $554K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +3.8% | 18,174 | $549K |
| National Bank of Canada | 0.00% | Reduce -73.8% | 17,817 | $538K |
| Bailard, Inc. | 0.01% | Add +29.2% | 17,789 | $537K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -15.3% | 17,774 | $537K |
| Capstone Wealth Management Group, LLC | 0.22% | Reduce -3.5% | 17,691 | $534K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 17,610 | $532K |
| Austin Private Wealth, LLC | 0.04% | Add +18.6% | 17,489 | $528K |
| Bulwark Capital Corp | 0.37% | Reduce -19.9% | 17,243 | $521K |
| IHT Wealth Management, LLC | 0.01% | Reduce -69.8% | 17,210 | $520K |
| Mustard Seed Financial, LLC | 0.32% | Reduce -23.3% | 16,980 | $513K |
| Amara Financial, Llc. | 0.35% | Add +1.4% | 16,893 | $510K |
| Altiora Financial Group, LLC | 0.09% | Add +1.3% | 16,751 | $506K |
| Kelly Financial Group LLC | 0.13% | Add +19.1% | 16,637 | $502K |
| Assetmark, Inc. | 0.00% | Reduce -8.7% | 16,560 | $500K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 16,263 | $491K |
| Leavell Investment Management, Inc. | 0.02% | Add +39.5% | 16,230 | $490K |
| Marion Wealth Management | 0.11% | Add +0.0% | 16,160 | $489K |
| Curi Capital, LLC | 0.01% | Add +0.0% | 15,881 | $480K |
| Breakwater Investment Management | 0.17% | No change | 15,857 | $479K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.4% | 15,833 | $478K |
| Founders Financial Securities LLC | 0.03% | Reduce -0.5% | 15,779 | $477K |
| Key Financial Inc | 0.09% | No change | 15,690 | $474K |
| Kestra Investment Management, LLC | 0.01% | Add +0.7% | 15,647 | $473K |
| AE Wealth Management LLC | 0.00% | Reduce -27.3% | 15,533 | $469K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 15,391 | $465K |
| SpringVest Wealth Management LLC | 0.32% | Reduce -35.9% | 15,347 | $463K |
| South Plains Financial, Inc. | 0.27% | Add +6.9% | 15,129 | $457K |
| Aspiriant, LLC | 0.01% | New | 15,031 | $454K |
| Private Trust Co. NA | 0.04% | Reduce -0.9% | 14,958 | $452K |
| Forefront Wealth Partners, LLC | 0.21% | New | 14,952 | $452K |
| Susquehanna International Group, LLP | 0.00% | New | 14,922 | $451K |
| Mgo One Seven LLC | 0.01% | Reduce -22.4% | 14,666 | $443K |
| Idaho Trust Co | 0.15% | Reduce -8.3% | 14,623 | $442K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -13.3% | 14,552 | $441K |
| Adalta Capital Management LLC | 0.20% | New | 14,543 | $439K |
| Sulzberger Capital Advisors, Inc. | 0.44% | No change | 14,540 | $439K |
| BCK Partners, Inc. | 0.23% | No change | 14,220 | $429K |
| Juncture Wealth Strategies, LLC | 0.14% | Reduce -0.0% | 14,145 | $427K |
| IAG Wealth Partners, LLC | 0.05% | Add +27.0% | 14,039 | $424K |
| Integrity Wealth Solutions LLC | 0.17% | Add +23.4% | 14,031 | $424K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Add +10.3% | 14,024 | $424K |
| Fiduciary Group, LLC | 0.03% | Add +6.4% | 13,747 | $415K |
| Tilia Fiduciary Partners, Inc. | 0.22% | New | 13,471 | $407K |
| Destiny Capital Corp | 0.21% | No change | 13,393 | $404K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.36% | Add +10.2% | 13,359 | $403K |
| Beam Wealth Advisors, Inc. | 0.11% | Reduce -22.0% | 13,349 | $403K |
| Lee Danner & Bass Inc. | 0.03% | No change | 13,250 | $400K |
| Journey Retirement Planning & Investment Management LLC | 0.08% | — | 13,184 | $398K |
| GK Wealth Management LLC | 0.29% | Reduce -13.8% | 13,045 | $394K |
| Odyssey Capital Advisors, Inc. | 0.35% | — | 12,959 | $391K |
| Old Mission Capital LLC | 0.02% | Reduce -95.1% | 12,920 | $390K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -1.0% | 12,580 | $380K |
| Lake Street Private Wealth, LLC | 0.05% | Add +3.2% | 12,527 | $378K |
| Ceeto Capital Group, LLC | 0.11% | No change | 12,500 | $378K |
| Marino, Stram & Associates LLC | 0.07% | Add +69.3% | 12,501 | $378K |
| BDFS Capital LLC | 0.19% | — | 12,472 | $377K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -1.6% | 12,047 | $364K |
| AJ Advisors, LLC | 0.13% | Add +0.7% | 11,814 | $357K |
| Windsor Capital Management, LLC | 0.10% | Reduce -0.6% | 11,787 | $356K |
| SimpliFi, Inc. | 0.15% | Reduce -97.1% | 11,737 | $354K |
| Stephens Group Asset Management, LLC | 0.02% | No change | 11,671 | $352K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -16.9% | 11,595 | $350K |
| Fifth Third Securities, Inc. | 0.02% | New | 11,571 | $349K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,530 | $348K |
| Financial Network Wealth Advisors LLC | 0.36% | Add +3.7% | 11,348 | $343K |
| Larch Capital Partners LLC | 0.05% | — | 11,115 | $336K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +6.5% | 10,903 | $329K |
| Augustine Asset Management Inc. | 0.07% | Add +12.2% | 10,887 | $329K |
| First County Bank | 0.17% | Add +11.7% | 10,526 | $318K |
| WBH Advisory Inc. | 0.02% | No change | 10,482 | $317K |
| RDA Financial Network | 0.08% | Add +3.4% | 10,475 | $316K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $302K |
| WT Wealth Management | 0.09% | No change | 10,000 | $302K |
| BAM Wealth Management, LLC | 0.21% | Reduce -14.9% | 9,587 | $290K |
| Naples Global Advisors, LLC | 0.02% | Reduce -17.9% | 9,520 | $288K |
| SkyOak Wealth, LLC | 0.05% | No change | 9,502 | $287K |
| Johnson Financial Group, Inc. | 0.01% | No change | 9,500 | $287K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $287K |
| Narwhal Capital Management | 0.02% | Add +1.8% | 9,496 | $287K |
| Elser Financial Planning, Inc | 0.20% | New | 9,362 | $283K |
| Brown Advisory Inc. | 0.00% | Add +19.7% | 9,354 | $282K |
| Diligent Investors, LLC | 0.07% | Reduce -0.1% | 9,347 | $282K |
| 2UniFi Bank | 0.13% | Reduce -3.2% | 9,255 | $280K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -2.8% | 9,244 | $279K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +7.2% | 9,221 | $278K |
| Norden Group LLC | 0.03% | Reduce -3.6% | 8,989 | $271K |
| Rinkey Investments | 0.07% | Add +0.7% | 8,938 | $270K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.4% | 8,903 | $269K |
| Investors Research Corp | 0.05% | Add +3.5% | 8,894 | $269K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.9% | 8,870 | $268K |
| Cypress Financial Planning LLC | 0.07% | Add +19.9% | 8,689 | $262K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.2% | 8,542 | $258K |
| Adelphi Trust Co | 0.21% | — | 8,513 | $257K |
| APS Management Group, Inc. | 0.22% | Reduce -84.7% | 8,485 | $256K |
| Larry Mathis Financial Planning, LLC | 0.23% | — | 8,448 | $255K |
| Narus Financial Partners, LLC | 0.07% | Reduce -3.3% | 8,447 | $255K |
| Boston Family Office LLC | 0.02% | New | 8,280 | $250K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,234 | $249K |
| Simplicity Wealth,LLC | 0.01% | Reduce -1.1% | 8,078 | $244K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $241K |
| Phillips Financial Management, LLC | 0.02% | No change | 7,944 | $240K |
| Perennial Advisors, LLC | 0.04% | Reduce -33.9% | 7,840 | $237K |
| Towercrest Capital Management | 0.04% | Add +3.4% | 8,063 | $236K |
| Cadent Capital Advisors, LLC | 0.06% | Add +1.5% | 7,789 | $235K |
| XTX Topco Ltd | 0.01% | New | 7,776 | $235K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $234K |
| Activest Wealth Management | 0.04% | Add +1.5% | 7,748 | $234K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 7,747 | $234K |
| Continuum Advisory, LLC | 0.02% | New | 7,620 | $230K |
| Eclectic Associates Inc. | 0.04% | New | 7,536 | $228K |
| FMR LLC | 0.00% | Add +103.7% | 7,463 | $225K |
| Allworth Financial LP | 0.00% | Add +46.5% | 7,403 | $224K |
| Alliance Wealth Management Group | 0.05% | Add +3.3% | 7,521 | $220K |
| Uptown Financial Advisors LLC | 0.18% | No change | 7,115 | $215K |
| NBT Bank, N.A. | 0.01% | No change | 7,085 | $214K |
| PFG Investments, LLC | 0.01% | Reduce -22.4% | 7,082 | $214K |
| Coordinated Financial Services, Inc. | 0.12% | New | 7,047 | $213K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 7,000 | $211K |
| Storen Legacy Partners, LLC | 0.07% | — | 6,999 | $211K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -18.8% | 6,900 | $208K |
| Sei Investments Co. | 0.00% | Reduce -85.7% | 6,837 | $206K |
| Hunter Associates Investment Management LLC | 0.03% | Reduce -15.5% | 6,823 | $206K |
| UMB Bank, n.a. | 0.00% | Add +10.8% | 6,093 | $184K |
| Graney & King, LLC | 0.10% | Add +0.5% | 5,717 | $173K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +1.0% | 5,675 | $171K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -3.9% | 5,529 | $167K |
| Red Reef Advisors LLC | 0.17% | — | 5,474 | $165K |
| HFM Investment Advisors, LLC | 0.06% | Reduce -13.7% | 5,083 | $154K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.9% | 5,013 | $151K |
| Anchor Investment Management, LLC | 0.01% | No change | 5,000 | $151K |
| Fifth Third Bancorp | 0.00% | Add +51.5% | 4,977 | $150K |
| Westside Investment Management, Inc. | 0.02% | Add +1.5% | 4,583 | $138K |
| Integrity Financial Corp | 0.07% | Reduce -9.9% | 4,558 | $138K |
| Elevated Capital Advisors, LLC | 0.03% | New | 4,490 | $136K |
| Arax Advisory Partners | 0.00% | New | 4,372 | $132K |
| Lodestone Wealth Management LLC | 0.05% | New | 4,200 | $127K |
| Y.D. More Investments Ltd | 0.01% | No change | 4,080 | $123K |
| SJS Investment Consulting Inc. | 0.02% | Add +91.0% | 4,029 | $122K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.4% | 3,746 | $113K |
| Blue Trust, Inc. | 0.00% | No change | 3,600 | $109K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.5% | 3,567 | $108K |
| Capital Analysts, LLC | 0.00% | Reduce -9.4% | 3,168 | $96K |
| IFP Advisors, Inc | 0.00% | Reduce -3.0% | 3,144 | $95K |
| MGB Wealth Management, LLC | 0.03% | Add +7.2% | 3,056 | $92K |
| Golden State Wealth Management, LLC | 0.01% | Add +13004.8% | 2,752 | $83K |
| Crews Bank & Trust | 0.01% | No change | 2,710 | $82K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 2,500 | $76K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,475 | $75K |
| Triumph Capital Management | 0.02% | New | 2,385 | $72K |
| McGuire Capital Advisors Inc. | 0.05% | — | 2,380 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.9% | 2,203 | $67K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $62K |
| American Capital Advisory, LLC | 0.03% | No change | 2,000 | $60K |
| IFC & Insurance Marketing, Inc. | 0.06% | — | 1,911 | $58K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.7% | 1,912 | $58K |
| CX Institutional | 0.00% | Add +0.8% | 1,844 | $56K |
| AlphaCore Capital LLC | 0.00% | Add +48.0% | 1,807 | $55K |
| Affinity Wealth LLC | 0.04% | Add +1.1% | 1,804 | $54K |
| Bessemer Group Inc. | 0.00% | Add +79.6% | 1,792 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $51K |
| Kennebec Savings Bank | 0.04% | Reduce -2.9% | 1,601 | $48K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $37K |
| LRI Investments, LLC | 0.00% | Reduce -46.7% | 1,203 | $36K |
| Strive Financial Group ,LLC | 0.02% | — | 1,162 | $35K |
| Root Financial Partners, LLC | 0.00% | Reduce -52.4% | 1,116 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.5% | 1,115 | $34K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +10.3% | 1,115 | $34K |
| POM Investment Strategies, LLC | 0.02% | New | 1,084 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 1,080 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 982 | $30K |
| MAI Capital Management | 0.00% | Add +166.1% | 966 | $29K |
| Oakworth Capital, Inc. | 0.00% | No change | 938 | $28K |
| Westfuller Advisors, LLC | 0.01% | No change | 908 | $27K |
| Hamrick Investment Counsel, llc | 0.02% | — | 800 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 713 | $22K |
| Kingdom Financial Group LLC. | 0.01% | New | 669 | $20K |
| WealthShield Partners, LLC | 0.00% | Add +136.2% | 633 | $19K |
| Signature Equity Partners, LLC | 0.01% | — | 622 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 577 | $17K |
| Bullock Wealth Management Group | 0.01% | — | 546 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 543 | $16K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 484 | $15K |
| Basepoint Wealth LLC | 0.01% | New | 470 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 463 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 459 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 459 | $14K |
| Winch Advisory Services, LLC | 0.00% | Reduce -27.8% | 453 | $14K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Silicon Valley Capital Partners | 0.00% | Add +1.6% | 381 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +0.3% | 355 | $11K |
| Motco | 0.00% | Reduce -22.5% | 327 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 314 | $9K |
| Crewe Advisors LLC | 0.00% | Add +128.7% | 311 | $9K |
| Rossmore Private Capital | 0.00% | No change | 300 | $9K |
| United Financial Planning Group LLC | 0.01% | Add +1.4% | 296 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 252 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 244 | $7K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 226 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -92.2% | 220 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 199 | $6K |
| Hoey Investments, Inc. | 0.00% | New | 196 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | Add +18200.0% | 183 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 160 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 155 | $5K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 144 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 137 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 133 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 132 | $4K |
| Citigroup Inc. | 0.00% | Add +24.2% | 113 | $3K |
| Monetary Solutions, Ltd | 0.00% | — | 76 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -1.3% | 75 | $2K |
| Compass Financial Services Inc | 0.00% | Add +1.4% | 70 | $2K |
| Franklin Resources Inc. | 0.00% | Reduce -50.0% | 68 | $2K |
| Virtus Fixed Income Advisers, LLC | 0.00% | Reduce -7.6% | 61 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 58 | $2K |
| New Millennium Group LLC | 0.00% | New | 57 | $2K |
| WFA of San Diego, LLC | 0.00% | Reduce -12.9% | 54 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -87.2% | 54 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 52 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | New | 49 | $1K |
| Albion Financial Group | 0.00% | New | 43 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $1K |
| Addison Advisors LLC | 0.00% | No change | 20 | $604 |
| Barclays PLC | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is SPSB's weight in each manager's 13F, not the share of SS SPDR P St C Corp. ETF the manager owns.