SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q1 2026 (March 31)575holders +9
49new positions
38sold out
4famous investors
$29.31avg. 13F price*
At the end of Q1 2026, 575 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 9 from Q4 2025. 49 opened new positions and 38 sold out. The largest holders were Creative Planning ($1.6B), JPMorgan Chase & Co. ($929.9M) and LPL Financial LLC ($285.9M). 4 famous investors held it, including George Soros (0.0% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 (Q1 2026)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $100.0M |
| Exits | 38 | $32.9M |
All 13F filers, Q4 2025 → Q1 2026: 60,766,667 shares bought and 9,199,973 shares sold, net +51,566,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Creative Planning | 1.08% | Add +4.3% | 53,069,411 | $1.6B |
| JPMorgan Chase & Co. | 0.06% | Add +8649.9% | 30,974,728 | $929.9M |
| LPL Financial LLC | 0.08% | Add +0.9% | 9,509,202 | $285.9M |
| Valmark Advisers, Inc. | 3.26% | Add +4.5% | 9,127,167 | $274.5M |
| Bank of America Corp. | 0.02% | Add +52.9% | 7,436,338 | $223.6M |
| Morgan Stanley | 0.01% | Reduce -19.5% | 7,009,627 | $210.8M |
| Baird Financial Group, Inc. | 0.28% | Add +15.8% | 5,995,308 | $180.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.6% | 5,306,167 | $159.6M |
| FMR LLC | 0.01% | Add +70109.5% | 5,239,732 | $157.6M |
| Advisory Alpha, LLC | 4.26% | Add +18.8% | 5,184,845 | $155.9M |
| Allstate Corp. | 1.26% | Add +5.4% | 3,933,540 | $118.3M |
| Royal Bank of Canada | 0.02% | Reduce -8.3% | 3,559,104 | $107.0M |
| Wells Fargo & Company | 0.02% | Reduce -4.8% | 3,500,002 | $105.2M |
| State Street Corp. | 0.00% | Reduce -4.1% | 3,260,348 | $98.0M |
| MCF Advisors LLC | 3.99% | Add +1.0% | 3,028,206 | $91.1M |
| UBS Group AG | 0.01% | Add +12.6% | 2,815,855 | $84.7M |
| Rockwood Wealth Management, LLC | 5.18% | Add +7.5% | 2,408,155 | $72.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.3% | 2,154,007 | $64.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.4% | 2,098,216 | $63.1M |
| Mariner, LLC | 0.07% | Add +11.4% | 1,990,622 | $59.9M |
| Cetera Investment Advisers | 0.06% | Add +7.7% | 1,934,001 | $58.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.3% | 1,819,145 | $54.6M |
| Rodgers & Associates, LTD | 5.10% | Add +0.9% | 1,665,715 | $50.1M |
| BIP Wealth, LLC | 1.81% | Add +1.9% | 1,478,176 | $44.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -4.3% | 1,475,205 | $44.4M |
| Raymond James Financial Inc. | 0.01% | Add +40.9% | 1,472,559 | $44.3M |
| Arkansas Financial Group, Inc. | 5.90% | Add +4.0% | 1,408,718 | $42.3M |
| Strategic Wealth Partners, Ltd. | 2.65% | Add +4.3% | 1,269,078 | $38.2M |
| Strategic Point Investment Advisors, LLC | 5.22% | Add +6.0% | 1,195,219 | $35.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.75% | Add +4.0% | 1,171,796 | $35.2M |
| Capital Wealth Management, LLC | 9.52% | Add +6.6% | 1,170,745 | $35.2M |
| Orange Investment Advisors, Inc. | 4.54% | Add +2.5% | 1,163,729 | $35.0M |
| First Command Advisory Services, Inc. | 0.23% | Add +14.9% | 1,122,144 | $33.7M |
| Concord Wealth Partners | 4.34% | Add +4.6% | 1,111,212 | $33.4M |
| Concord Asset Management, LLC | 5.47% | Add +4.3% | 1,077,015 | $32.4M |
| Jane Street Group, LLC | 0.03% | New | 1,013,486 | $30.5M |
| Fisher Asset Management | 0.01% | Reduce -3.3% | 1,005,946 | $30.2M |
| TIAA Wealth Investment Management LLC | 0.23% | — | 993,900 | $29.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +214197.6% | 992,198 | $29.8M |
| Capital Advisors Inc. | 0.46% | Add +1.5% | 952,098 | $28.6M |
| Walker Financial Services, Inc. | 9.76% | Reduce -0.1% | 949,179 | $28.5M |
| SoundView Advisors Inc. | 10.02% | Reduce -8.2% | 936,129 | $28.1M |
| Flagstone Financial Management | 6.81% | Add +7.1% | 912,452 | $27.4M |
| Wealthspire Retirement, LLC | 1.61% | Add +17.7% | 892,159 | $26.8M |
| Occidental Asset Management, LLC | 3.04% | Add +6.6% | 854,373 | $25.7M |
| Gemmer Asset Management LLC | 1.97% | Reduce -30.2% | 828,388 | $24.9M |
| Cwm, LLC | 0.06% | Add +9.8% | 774,929 | $23.3M |
| Red Cedar Investment Management, LLC | 2.41% | Add +71.3% | 771,921 | $23.2M |
| Waverly Advisors, LLC | 0.17% | Add +0.4% | 736,885 | $22.2M |
| CoreCap Advisors, LLC | 0.74% | Add +2209.7% | 723,729 | $21.8M |
| Swmg, LLC | 6.09% | Add +5.0% | 709,019 | $21.3M |
| Atria Investments, Inc | 0.24% | Add +10.3% | 704,271 | $21.2M |
| Cherry Tree Wealth Management, LLC | 4.46% | Add +5.4% | 701,304 | $21.1M |
| Geneos Wealth Management Inc. | 0.49% | Add +4.5% | 698,064 | $21.0M |
| Winthrop Capital Management, LLC | 5.23% | Reduce -1.6% | 676,963 | $20.4M |
| Pinnacle Financial Partners, Inc. | 0.15% | Add +37.8% | 668,703 | $20.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +10.3% | 668,001 | $20.1M |
| Clark Capital Management Group, Inc. | 0.12% | Reduce -24.1% | 659,862 | $19.8M |
| Horizon Financial Services, LLC | 8.43% | Add +15.4% | 634,547 | $19.1M |
| Cedar Mountain Advisors, LLC | 3.71% | Reduce -1.1% | 631,291 | $19.0M |
| Modern Wealth Management, LLC | 0.33% | Reduce -22.6% | 631,578 | $18.9M |
| Manning & Napier Advisors LLC | 0.26% | Add +40.3% | 615,348 | $18.5M |
| Hardy Reed LLC | 1.27% | Add +1.8% | 578,912 | $17.4M |
| Cohen & Steers, Inc. | 0.03% | Reduce -32.2% | 566,191 | $17.0M |
| TrueMark Investments, LLC | 3.27% | Add +10.4% | 558,724 | $16.8M |
| Advisory Services Network, LLC | 0.22% | Add +11.7% | 547,685 | $16.5M |
| Cornerstone Management, Inc. | 2.55% | Add +11.8% | 531,884 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +59.1% | 519,116 | $15.6M |
| Woodside Wealth Management LLC | 11.87% | Add +5.3% | 505,290 | $15.2M |
| Equitable Holdings, Inc. | 0.10% | Add +8.6% | 490,145 | $14.8M |
| Impact Partnership Wealth, LLC | 1.82% | Add +8.5% | 491,406 | $14.8M |
| Kingsview Wealth Management, LLC | 0.20% | Add +1.8% | 488,008 | $14.7M |
| Rogco, LP | 4.85% | Add +8.9% | 482,735 | $14.5M |
| Sanctuary Advisors, LLC | 0.08% | Add +11.9% | 481,070 | $14.5M |
| HRT Financial LP | 0.03% | New | 452,886 | $13.6M |
| Smithfield Trust Co | 0.59% | Reduce -1.9% | 450,913 | $13.6M |
| Beacon Pointe Advisors, LLC | 0.07% | New | 425,572 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -36.8% | 416,729 | $12.5M |
| RFG Advisory, LLC | 0.23% | Reduce -1.2% | 413,288 | $12.4M |
| Certified Advisory Corp | 1.09% | Add +7.8% | 404,924 | $12.2M |
| Kraft, Davis & Associates, LLC | 2.58% | Reduce -0.7% | 402,772 | $12.1M |
| Summit Financial, LLC | 0.15% | Add +56.2% | 383,975 | $11.5M |
| GAMMA Investing LLC | 0.52% | Add +59.8% | 371,561 | $11.2M |
| Creative Financial Designs Inc. | 0.65% | Add +3.7% | 353,292 | $10.6M |
| Southern Michigan Bank & Trust | 3.89% | — | 337,503 | $10.1M |
| Gsa Capital Partners LLP | 0.61% | Add +1220.3% | 326,039 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.0% | 324,293 | $9.8M |
| US Bancorp \de | 0.01% | Reduce -33.0% | 321,544 | $9.7M |
| Members Advisory Group LLC | 3.30% | New | 319,598 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +18.6% | 317,308 | $9.5M |
| Oasis Advisors, LLC | 1.86% | Add +5348.9% | 6,737,337 | $9.4M |
| Saiph Capital, LLC | 3.56% | Reduce -32.7% | 313,238 | $9.4M |
| Truefg, LLC | 2.48% | Add +3.2% | 310,765 | $9.3M |
| Arrien Investments, Inc. | 4.95% | Add +55.6% | 303,552 | $9.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +1.9% | 301,860 | $9.1M |
| Lighthouse Financial Services Inc. | 2.05% | Add +2.6% | 301,618 | $9.1M |
| Allen Investment Management, LLC | 0.11% | Add +23.0% | 300,971 | $9.1M |
| Wellington Grp LLC | 2.75% | Add +9.4% | 297,005 | $8.9M |
| Fairview Capital Investment Management, LLC | 0.48% | Add +0.9% | 295,779 | $8.9M |
| Wrapmanager Inc. | 3.06% | Add +3.4% | 293,342 | $8.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 292,242 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.9% | 290,736 | $8.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.3% | 287,925 | $8.7M |
| Integrity Alliance, Llc. | 0.32% | Add +5.1% | 283,480 | $8.5M |
| DAVENPORT & Co LLC | 0.05% | Add +6.4% | 281,436 | $8.5M |
| Financial Management, Inc. | 7.94% | Add +0.8% | 281,276 | $8.5M |
| Courier Capital LLC | 0.47% | Add +11.4% | 278,498 | $8.4M |
| Tower Research Capital LLC (TRC) | 0.22% | New | 276,085 | $8.3M |
| Focus Partners Wealth | 0.01% | Add +16.5% | 254,867 | $8.2M |
| Pacific Capital Wealth Advisors, Inc. | 1.32% | Reduce -0.3% | 262,282 | $7.9M |
| Cooke Wealth Management, LLC | 6.80% | Add +10.3% | 255,364 | $7.7M |
| Money Concepts Capital Corp. | 0.42% | Add +3.2% | 255,287 | $7.7M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +2.6% | 252,425 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +2.5% | 251,974 | $7.6M |
| Midwest Trust Co | 0.09% | Add +14.6% | 247,310 | $7.4M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +4.0% | 245,310 | $7.4M |
| TD Private Client Wealth LLC | 0.15% | Add +20.5% | 243,349 | $7.3M |
| Gibbs Wealth Management | 0.95% | Add +59.0% | 240,202 | $7.2M |
| Eagle Strategies LLC | 0.81% | Add +3.9% | 226,223 | $6.8M |
| Quattro Financial Advisors LLC | 2.04% | Reduce -6.2% | 223,699 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -6.7% | 221,389 | $6.7M |
| Parsons Capital Management Inc. | 0.30% | Add +8.7% | 216,610 | $6.5M |
| Burling Wealth Partners, LLC | 1.05% | Add +10.4% | 216,602 | $6.5M |
| Revisor Wealth Management LLC | 1.79% | Add +33.4% | 215,571 | $6.5M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +9.6% | 204,527 | $6.2M |
| Westover Capital Advisors, LLC | 1.12% | Reduce -0.8% | 201,808 | $6.1M |
| Zazove Associates LLC | 10.93% | New | 200,000 | $6.0M |
| Delta Asset Management LLC | 0.52% | Reduce -0.6% | 190,090 | $5.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -1.6% | 188,946 | $5.7M |
| Caitlin John, LLC | 3.42% | Add +33.4% | 188,760 | $5.7M |
| Independent Advisor Alliance | 0.06% | New | 188,352 | $5.7M |
| Martin Capital Partners, LLC | 2.05% | Reduce -0.6% | 183,800 | $5.5M |
| Eukles Asset Management | 2.41% | Add +19.8% | 179,756 | $5.4M |
| Cornerstone Enterprises, LLC | 2.68% | Add +9.2% | 179,346 | $5.4M |
| Climber Capital SA | 3.46% | Reduce -28.8% | 179,494 | $5.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +199.6% | 176,093 | $5.3M |
| Cannon Wealth Management Services, LLC | 3.54% | Add +3.9% | 174,159 | $5.2M |
| Hilltop Holdings Inc. | 0.47% | Reduce -5.8% | 173,023 | $5.2M |
| &partners | 0.03% | Reduce -2.9% | 171,568 | $5.2M |
| All Terrain Financial Advisors, LLC | 1.58% | Add +1.9% | 168,087 | $5.1M |
| Gotham Asset Management | 0.02% | No change | 166,116 | $5.0M |
| Staley Capital Advisers Inc. | 0.21% | Add +0.8% | 163,575 | $4.9M |
| Marmo Financial Group, LLC | 2.40% | Reduce -1.3% | 161,212 | $4.8M |
| RiverGlades Family Offices LLC | 2.79% | — | 157,642 | $4.7M |
| Silver Lake Advisory, LLC | 1.86% | Add +4.2% | 156,151 | $4.7M |
| Foundations Investment Advisors, LLC | 0.06% | Add +14.5% | 155,028 | $4.7M |
| Bush Investment Group, LLC | 2.52% | Add +5.3% | 153,188 | $4.6M |
| Signet Financial Management, LLC | 0.51% | Reduce -1.7% | 150,914 | $4.5M |
| N.E.W. Advisory Services LLC | 0.34% | Reduce -0.5% | 150,512 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.7% | 147,797 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -10.4% | 147,427 | $4.4M |
| Destination Wealth Management | 0.12% | Reduce -4.4% | 147,346 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +7.0% | 146,431 | $4.4M |
| Parcion Private Wealth LLC | 0.27% | Add +5.0% | 145,688 | $4.4M |
| Financial Plan, Inc. | 0.46% | Add +1.4% | 142,373 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.0% | 140,043 | $4.2M |
| Roan Capital Partners | 3.88% | — | 139,592 | $4.2M |
| HM Payson & Co. | 0.06% | Reduce -1.0% | 139,061 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -28.1% | 133,848 | $4.0M |
| CGN Advisors LLC | 0.31% | Reduce -4.2% | 129,064 | $3.9M |
| Orin Green Financial, LLC | 1.58% | Reduce -1.0% | 128,444 | $3.9M |
| Mascoma Wealth Management LLC | 0.77% | Add +59.3% | 124,671 | $3.7M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -28.9% | 121,686 | $3.7M |
| IRON Financial LLC | 1.58% | Reduce -1.1% | 120,154 | $3.6M |
| Vista Investment Management | 1.19% | Reduce -0.8% | 118,387 | $3.6M |
| Aspetuck Financial Management LLC | 2.40% | Reduce -0.3% | 116,651 | $3.5M |
| Avior Wealth Management, LLC | 0.10% | Add +0.2% | 116,650 | $3.5M |
| DGS Capital Management, LLC | 0.58% | Add +6.3% | 116,199 | $3.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -6.7% | 114,107 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -20.9% | 113,806 | $3.4M |
| Rosenberg Matthew Hamilton | 0.69% | Reduce -1.1% | 112,192 | $3.4M |
| Stephens Inc. | 0.04% | Add +8.2% | 108,432 | $3.3M |
| Whittier Trust Co. | 0.04% | No change | 106,058 | $3.2M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Add +10.0% | 104,467 | $3.1M |
| Manske Wealth Management | 0.85% | Add +4.9% | 100,712 | $3.0M |
| Eagle Wealth Advisors LLC | 2.76% | Reduce -26.5% | 99,455 | $3.0M |
| Smith, Moore & Co. | 0.21% | Add +18.6% | 97,081 | $2.9M |
| Boston Standard Wealth Management, LLC | 0.48% | Add +5.0% | 97,138 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +9.9% | 96,842 | $2.9M |
| Western Wealth Management, LLC | 0.11% | Add +31.5% | 95,347 | $2.9M |
| GTS Securities LLC | 0.10% | Add +142.2% | 93,996 | $2.8M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -29.2% | 92,413 | $2.8M |
| Eagle Global Advisors LLC | 0.10% | No change | 92,260 | $2.8M |
| Mechanics Financial Corp | 1.16% | Add +28.1% | 92,132 | $2.8M |
| Lanark Financial, Inc. | 0.20% | Add +15.2% | 90,839 | $2.7M |
| Tradewinds Capital Management, LLC | 0.53% | Add +7.2% | 89,218 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 88,626 | $2.7M |
| StoneX Group Inc. | 0.14% | Add +0.5% | 87,778 | $2.6M |
| GEM Asset Management, LLC | 1.14% | Add +43.4% | 85,672 | $2.6M |
| Gould Asset Management LLC | 0.44% | Add +3.2% | 85,140 | $2.6M |
| Capital Square, LLC | 1.18% | Add +28.6% | 84,662 | $2.6M |
| Powerhouse Assets LLC | 2.22% | Add +7.8% | 84,672 | $2.5M |
| Wealth Management Nebraska | 0.26% | Reduce -0.4% | 84,535 | $2.5M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -23.1% | 84,336 | $2.5M |
| Park Avenue Securities LLC | 0.02% | New | 81,982 | $2.5M |
| Arete Wealth Advisors, LLC | 0.18% | Add +2.4% | 81,527 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +120.4% | 81,497 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +5.2% | 80,541 | $2.4M |
| Brian Low Financial Group, LLC | 1.63% | Add +0.2% | 79,941 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +24.4% | 79,487 | $2.4M |
| Jacobi Capital Management LLC | 0.13% | Add +13.2% | 79,414 | $2.4M |
| OLIO Financial Planning | 0.66% | Add +2.5% | 78,632 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -12.3% | 75,515 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +63.3% | 75,636 | $2.3M |
| STAR Financial Bank | 1.04% | Reduce -40.5% | 73,026 | $2.2M |
| Sharper & Granite LLC | 0.74% | Add +16.2% | 72,449 | $2.2M |
| Zacks Investment Management | 0.02% | Reduce -1.8% | 72,421 | $2.2M |
| Empowered Funds, LLC | 0.01% | Add +12.8% | 72,459 | $2.2M |
| Portside Wealth Group, LLC | 0.29% | Add +1.9% | 71,861 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +5.6% | 74,994 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -17.4% | 70,998 | $2.1M |
| Gilbert Capital Group, Inc. | 1.62% | Add +2.3% | 69,816 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +1273.4% | 68,355 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -12.3% | 66,623 | $2.0M |
| City Holding Co. | 0.25% | Add +9.2% | 65,471 | $2.0M |
| Ssa Swiss Advisors AG | 0.91% | Add +31.7% | 65,176 | $2.0M |
| Laraway Financial Advisors Inc | 1.36% | Add +0.2% | 64,477 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -13.2% | 64,405 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.33% | Add +0.2% | 64,269 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -7.6% | 64,172 | $1.9M |
| Gilpin Wealth Management, LLC | 1.52% | Reduce -0.9% | 63,846 | $1.9M |
| Destiny Wealth Partners, LLC | 0.21% | No change | 62,591 | $1.9M |
| New Hampshire Trust | 0.37% | Add +26.7% | 61,591 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -16.1% | 61,051 | $1.8M |
| Whitcomb & Hess, Inc. | 0.42% | Reduce -1.7% | 60,501 | $1.8M |
| Meridian Financial Advisors, LLC | 0.99% | Add +4.2% | 60,499 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.29% | Reduce -0.0% | 60,251 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -34.9% | 59,364 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +0.1% | 57,370 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 0.74% | Add +21.5% | 56,338 | $1.7M |
| Dynamic Wealth Strategies, LLC | 0.97% | Add +0.3% | 55,763 | $1.7M |
| MainStreet Investment Advisors LLC | 0.25% | Add +14.2% | 55,640 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -51.3% | 55,601 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Reduce -29.6% | 55,585 | $1.7M |
| Zinnia Wealth Advisory, LLC | 1.86% | Add +4.3% | 55,135 | $1.7M |
| Fca Corp. | 0.47% | Add +4.9% | 54,749 | $1.6M |
| James Investment Research, Inc. | 0.18% | Reduce -3.6% | 53,871 | $1.6M |
| M Holdings Securities, Inc. | 0.11% | Reduce -26.8% | 53,836 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 53,257 | $1.6M |
| Blair William & Co. | 0.00% | Add +3.5% | 52,838 | $1.6M |
| Lifeworks Advisors, LLC | 0.20% | Reduce -0.3% | 52,647 | $1.6M |
| Portland Financial Advisors Inc | 3.29% | Add +1.3% | 52,632 | $1.6M |
| Drucker Wealth 3.0, LLC | 0.28% | Add +2.4% | 52,478 | $1.6M |
| Bfsg, LLC | 0.15% | Add +5.2% | 52,392 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.12% | Add +1.0% | 52,010 | $1.6M |
| Private Wealth Group, LLC | 0.73% | Add +3.2% | 51,753 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -1.2% | 50,830 | $1.5M |
| Prosperity Consulting Group, LLC | 0.07% | Add +7.7% | 49,965 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +46.1% | 49,803 | $1.5M |
| Compass Financial Group, Inc. | 0.65% | Reduce -0.5% | 48,231 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +1.5% | 48,009 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -16.9% | 47,686 | $1.4M |
| Cascade Financial Partners, LLC | 0.15% | Reduce -75.7% | 47,290 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | New | 45,345 | $1.4M |
| Zhang Financial LLC | 0.05% | Reduce -2.6% | 44,383 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 43,882 | $1.3M |
| Capital Investment Services of America, Inc. | 0.14% | Reduce -6.6% | 43,647 | $1.3M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -1.6% | 42,875 | $1.3M |
| Greenwich Wealth Management LLC | 0.05% | Reduce -2.8% | 41,555 | $1.3M |
| Argent Trust Co | 0.04% | Reduce -3.2% | 41,557 | $1.2M |
| United Community Bank | 0.41% | New | 41,095 | $1.2M |
| Fonville Wealth Management LLC | 0.23% | Reduce -2.0% | 40,795 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +1.6% | 40,272 | $1.2M |
| Roundview Capital LLC | 0.07% | Reduce -16.0% | 38,833 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | No change | 38,647 | $1.2M |
| Tiaa Trust, National Association | 0.07% | Reduce -97.1% | 38,533 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Add +135.2% | 38,165 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.34% | Add +0.1% | 38,159 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -8.7% | 38,089 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.10% | New | 37,835 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | No change | 37,199 | $1.1M |
| TritonPoint Partners, LLC | 0.41% | Reduce -0.1% | 37,126 | $1.1M |
| Orion Capital Management LLC | 0.38% | Reduce -2.3% | 37,060 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 36,704 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.30% | Reduce -1.0% | 36,533 | $1.1M |
| Meitav Investment House Ltd. | 0.01% | Add +7.0% | 36,344 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | New | 36,316 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Reduce -1.5% | 36,282 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -50.3% | 36,230 | $1.1M |
| HighPoint Advisor Group LLC | 0.05% | Add +12.6% | 36,032 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -1.3% | 35,919 | $1.1M |
| Blue Water Asset Management | 0.36% | Reduce -1.9% | 34,866 | $1.0M |
| LeClair Wealth Partners LLC | 0.36% | New | 34,866 | $1.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +0.1% | 34,851 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | Add +1.0% | 34,768 | $1.0M |
| GWN Securities Inc. | 0.20% | Add +4.2% | 33,982 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -31.4% | 33,477 | $1.0M |
| AQR Capital Management | 0.00% | Add +4.9% | 33,292 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.12% | Add +0.0% | 33,051 | $994K |
| Thrive Capital Management, LLC | 0.22% | Reduce -23.4% | 33,047 | $994K |
| Bluespring Wealth Management, LLC | 0.08% | Add +15.2% | 32,283 | $971K |
| Wescott Financial Advisory Group, LLC | 0.09% | Reduce -22.6% | 32,245 | $970K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Reduce -1.1% | 31,960 | $961K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.8% | 31,613 | $951K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -28.9% | 31,372 | $943K |
| Eclectic Associates Inc. | 0.12% | Add +310.5% | 30,934 | $930K |
| Aspire Private Capital, LLC | 0.21% | Add +4.7% | 30,646 | $922K |
| Echo Wealth Management, LLC | 0.53% | Reduce -38.3% | 30,499 | $917K |
| Soros Fund Management | 0.02% | No change | 30,268 | $910K |
| Integrity Advisory Solutions, LLC | 0.12% | Add +15.1% | 29,505 | $887K |
| Meridian Wealth Management, LLC | 0.03% | New | 29,373 | $883K |
| Advisor Resource Council | 0.35% | Add +23.7% | 29,134 | $876K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -87.5% | 28,860 | $868K |
| Advisors Asset Management, Inc. | 0.01% | Add +4.0% | 28,494 | $857K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 28,393 | $854K |
| Bank of New York Mellon Corp | 0.00% | Add +14.1% | 27,734 | $834K |
| MMBG Investment Advisors Co. | 0.08% | No change | 27,725 | $834K |
| BLB&B Advisors, LLC | 0.03% | Add +2.8% | 27,579 | $829K |
| Merit Financial Group, LLC | 0.01% | Add +44.7% | 26,930 | $810K |
| Entelevest, LLC | 0.83% | Reduce -41.5% | 26,812 | $806K |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 26,440 | $795K |
| PKS Advisory Services, LLC | 0.18% | Reduce -2.6% | 25,904 | $779K |
| Bank of Montreal | 0.00% | Add +31.6% | 25,595 | $770K |
| Kelly Financial Group LLC | 0.19% | Add +52.6% | 25,388 | $763K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 24,847 | $745K |
| Sowell Financial Services LLC | 0.03% | Reduce -3.9% | 24,522 | $737K |
| Wealth Care LLC | 0.65% | — | 24,416 | $734K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.7% | 24,315 | $731K |
| Commonwealth Financial Services, LLC | 0.12% | Add +11.9% | 24,169 | $727K |
| Intrua Financial, LLC | 0.08% | Reduce -16.0% | 24,126 | $725K |
| NewEdge Wealth, LLC | 0.01% | Reduce 0.0% | 23,827 | $716K |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.9% | 23,729 | $714K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.1% | 23,516 | $707K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +172.6% | 23,284 | $700K |
| Argonautica Private Wealth Management, Inc. | 0.21% | Add +0.7% | 23,065 | $694K |
| Advisor OS, LLC | 0.05% | Reduce -19.6% | 22,448 | $675K |
| Trail Ridge Investment Advisors, LLC | 0.29% | Add +0.4% | 22,421 | $674K |
| Bailard, Inc. | 0.02% | Add +24.6% | 22,164 | $666K |
| Windward Private Wealth Management Inc. | 0.23% | Reduce -1.3% | 22,069 | $664K |
| Pacific Park Financial, Inc. | 0.42% | Reduce -7.9% | 21,447 | $645K |
| Vise Technologies, Inc. | 0.01% | No change | 21,124 | $638K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +1.1% | 21,000 | $631K |
| Investment Management Trust, LLC | 0.61% | — | 20,649 | $621K |
| World Investment Advisors | 0.01% | Reduce -8.4% | 20,302 | $610K |
| Tiemann Investment Advisors, LLC | 0.24% | No change | 20,250 | $609K |
| Members Trust Co | 0.02% | No change | 20,166 | $606K |
| Stone Summit Wealth LLC | 0.17% | New | 20,000 | $601K |
| Susquehanna International Group, LLP | 0.00% | Add +33.8% | 19,969 | $600K |
| WBH Advisory Inc. | 0.04% | Add +87.8% | 19,688 | $590K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -8.1% | 19,463 | $585K |
| Betterment LLC | 0.00% | Reduce -7.0% | 19,441 | $585K |
| Gradient Capital Advisors, LLC | 0.15% | Add +0.0% | 19,432 | $584K |
| Capstone Wealth Management Group, LLC | 0.24% | Add +8.3% | 19,157 | $576K |
| Cedar Point Capital Partners, LLC | 0.37% | Add +4.3% | 19,121 | $575K |
| Private Wealth Asset Management, LLC | 0.06% | Reduce -5.5% | 19,000 | $571K |
| Cottage Street Advisors LLC | 0.25% | Add +0.1% | 18,969 | $570K |
| Wealthstar Advisors, LLC | 0.32% | Reduce -3.4% | 17,870 | $537K |
| Sheets Smith Wealth Management | 0.06% | Reduce -31.3% | 17,669 | $531K |
| Mustard Seed Financial, LLC | 0.32% | Add +3.4% | 17,548 | $528K |
| Larson Financial Group LLC | 0.02% | Reduce -33.7% | 17,434 | $524K |
| PlanVest Financial, Inc | 0.40% | — | 17,350 | $522K |
| South Plains Financial, Inc. | 0.30% | Add +13.1% | 17,116 | $514K |
| SpringVest Wealth Management LLC | 0.35% | Add +10.1% | 16,900 | $508K |
| Altiora Financial Group, LLC | 0.08% | Add +0.7% | 16,870 | $507K |
| AdvisorNet Financial, Inc | 0.03% | Add +5.6% | 16,726 | $503K |
| PFG Advisors | 0.02% | Reduce -58.1% | 16,710 | $502K |
| LexAurum Advisors, LLC | 0.07% | — | 16,651 | $501K |
| Bulwark Capital Corp | 0.31% | Reduce -4.0% | 16,557 | $498K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.4% | 16,496 | $496K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -8.2% | 16,315 | $491K |
| Amara Financial, Llc. | 0.34% | Reduce -3.5% | 16,305 | $490K |
| Marion Wealth Management | 0.11% | Add +0.0% | 16,163 | $486K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.4% | 16,104 | $484K |
| Breakwater Investment Management | 0.18% | No change | 15,857 | $477K |
| Aspiriant, LLC | 0.01% | Add +5.2% | 15,809 | $475K |
| Assetmark, Inc. | 0.00% | Reduce -6.0% | 15,564 | $468K |
| Samara Investment Management, LLC | 0.48% | — | 15,526 | $467K |
| HUB Investment Partners, LLC | 0.01% | New | 15,507 | $466K |
| RDA Financial Network | 0.12% | Add +46.0% | 15,288 | $460K |
| Tilia Fiduciary Partners, Inc. | 0.25% | Add +13.4% | 15,280 | $459K |
| Savant Capital, LLC | 0.00% | Reduce -0.7% | 15,280 | $459K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -13.3% | 15,265 | $459K |
| Kestra Investment Management, LLC | 0.01% | Reduce -2.5% | 15,264 | $459K |
| Curi Capital, LLC | 0.01% | Reduce -5.2% | 15,050 | $453K |
| Beam Wealth Advisors, Inc. | 0.11% | Add +12.6% | 15,025 | $452K |
| Factor Wealth Management LTD | 0.08% | New | 14,833 | $446K |
| IAG Wealth Partners, LLC | 0.05% | Add +4.5% | 14,676 | $441K |
| Forefront Wealth Partners, LLC | 0.18% | Reduce -2.4% | 14,588 | $439K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +0.1% | 14,560 | $438K |
| Private Trust Co. NA | 0.04% | Reduce -2.8% | 14,537 | $437K |
| UMB Bank, n.a. | 0.01% | Add +136.6% | 14,413 | $433K |
| BCK Partners, Inc. | 0.23% | No change | 14,220 | $428K |
| Juncture Wealth Strategies, LLC | 0.14% | Reduce -0.2% | 14,123 | $425K |
| Integrity Wealth Solutions LLC | 0.17% | Add +0.3% | 14,071 | $423K |
| Marino, Stram & Associates LLC | 0.08% | Add +11.9% | 13,995 | $421K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.37% | Add +4.5% | 13,961 | $420K |
| Fiduciary Group, LLC | 0.04% | No change | 13,747 | $413K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Reduce -2.7% | 13,647 | $410K |
| Harbour Investments, Inc. | 0.01% | Add +51.0% | 13,392 | $403K |
| Lee Danner & Bass Inc. | 0.03% | No change | 13,250 | $398K |
| Financial Network Wealth Advisors LLC | 0.40% | Add +15.5% | 13,107 | $394K |
| Idaho Trust Co | 0.13% | Reduce -11.5% | 12,942 | $389K |
| Sulzberger Capital Advisors, Inc. | 0.40% | Reduce -11.5% | 12,870 | $387K |
| Fifth Third Securities, Inc. | 0.02% | Add +10.6% | 12,799 | $385K |
| BDFS Capital LLC | 0.18% | Add +0.6% | 12,544 | $377K |
| Ceeto Capital Group, LLC | 0.12% | No change | 12,500 | $376K |
| Auour Investments LLC | 0.12% | Reduce -84.7% | 12,159 | $366K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.0% | 12,052 | $362K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -6.4% | 11,771 | $354K |
| First County Bank | 0.19% | Add +11.3% | 11,710 | $352K |
| Odyssey Capital Advisors, Inc. | 0.32% | Reduce -9.7% | 11,709 | $352K |
| AJ Advisors, LLC | 0.13% | Reduce -0.9% | 11,705 | $352K |
| Stephens Group Asset Management, LLC | 0.02% | No change | 11,671 | $351K |
| SageView Advisory Group, LLC | 0.01% | New | 11,615 | $349K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,530 | $347K |
| Windsor Capital Management, LLC | 0.10% | Reduce -2.7% | 11,472 | $345K |
| SimpliFi, Inc. | 0.14% | Reduce -3.1% | 11,377 | $342K |
| Red Door Wealth Management, LLC | 0.04% | New | 11,200 | $337K |
| Larch Capital Partners LLC | 0.05% | No change | 11,115 | $334K |
| National Bank of Canada | 0.00% | Reduce -38.0% | 11,038 | $332K |
| Narus Financial Partners, LLC | 0.09% | Add +28.9% | 10,891 | $327K |
| Destiny Capital Corp | 0.17% | Reduce -20.4% | 10,659 | $321K |
| Two Sigma Securities, LLC | 0.04% | Reduce -70.6% | 10,658 | $320K |
| AE Wealth Management LLC | 0.00% | Reduce -32.2% | 10,528 | $317K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -7.9% | 10,046 | $302K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $301K |
| WT Wealth Management | 0.09% | No change | 10,000 | $301K |
| Cypress Financial Planning LLC | 0.08% | Add +12.7% | 9,795 | $295K |
| Naples Global Advisors, LLC | 0.02% | Add +1.1% | 9,620 | $289K |
| SkyOak Wealth, LLC | 0.05% | No change | 9,502 | $286K |
| Johnson Financial Group, Inc. | 0.01% | No change | 9,500 | $286K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $286K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -48.4% | 9,381 | $282K |
| Diligent Investors, LLC | 0.07% | Add +0.2% | 9,368 | $282K |
| Larry Mathis Financial Planning, LLC | 0.25% | Add +10.8% | 9,357 | $281K |
| Adelphi Trust Co | 0.23% | Add +8.5% | 9,235 | $278K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 9,221 | $277K |
| Norden Group LLC | 0.03% | Add +2.4% | 9,206 | $277K |
| Investors Research Corp | 0.05% | Add +2.1% | 9,083 | $273K |
| 2UniFi Bank | 0.13% | Reduce -2.5% | 9,023 | $271K |
| Rinkey Investments | 0.07% | Add +0.1% | 8,944 | $269K |
| Brown Advisory Inc. | 0.00% | Reduce -4.5% | 8,929 | $268K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.4% | 8,869 | $267K |
| Alliance Wealth Advisors, LLC | 0.06% | Reduce -23.9% | 8,825 | $265K |
| Boston Family Office LLC | 0.02% | No change | 8,280 | $249K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,234 | $248K |
| Simplicity Wealth,LLC | 0.01% | Add +1.3% | 8,181 | $246K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,996 | $240K |
| Towercrest Capital Management | 0.04% | Add +2.2% | 8,237 | $240K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $240K |
| Argentarii, LLC | 0.08% | New | 7,937 | $239K |
| Cadent Capital Advisors, LLC | 0.06% | Add +0.7% | 7,845 | $236K |
| Activest Wealth Management | 0.04% | Add +0.7% | 7,803 | $235K |
| Liberty Wealth Management LLC | 0.03% | New | 7,767 | $234K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $233K |
| Continuum Advisory, LLC | 0.02% | Add +0.7% | 7,674 | $231K |
| Narwhal Capital Management | 0.02% | Reduce -19.3% | 7,660 | $230K |
| Stevens Capital Partners | 0.06% | New | 7,643 | $230K |
| Alliance Wealth Management Group | 0.05% | Add +2.2% | 7,688 | $224K |
| Coordinated Financial Services, Inc. | 0.13% | Add +3.2% | 7,273 | $219K |
| Wealth Advisors Northwest LLC | 0.09% | New | 7,268 | $219K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -22.1% | 7,206 | $217K |
| Uptown Financial Advisors LLC | 0.17% | No change | 7,115 | $214K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 7,095 | $213K |
| NBT Bank, N.A. | 0.01% | No change | 7,085 | $213K |
| Storen Legacy Partners, LLC | 0.07% | Add +0.4% | 7,026 | $211K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 7,000 | $210K |
| Capital Analysts, LLC | 0.01% | Add +117.0% | 6,874 | $207K |
| Keener Financial Planning LLC | 0.09% | New | 6,760 | $203K |
| XTX Topco Ltd | 0.00% | Reduce -13.5% | 6,726 | $202K |
| Braun-Bostich & Associates Inc. | 0.13% | New | 6,693 | $201K |
| Mgo One Seven LLC | 0.00% | Reduce -54.6% | 6,657 | $200K |
| Hunter Associates Investment Management LLC | 0.03% | Reduce -2.2% | 6,673 | $200K |
| Allworth Financial LP | 0.00% | Reduce -21.5% | 5,814 | $175K |
| Graney & King, LLC | 0.09% | Add +0.2% | 5,731 | $172K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.5% | 5,701 | $171K |
| Rialto Wealth Management, LLC | 0.04% | No change | 5,529 | $166K |
| Red Reef Advisors LLC | 0.17% | Add +0.7% | 5,513 | $166K |
| Y.D. More Investments Ltd | 0.01% | Add +29.9% | 5,300 | $159K |
| Phillips Financial Management, LLC | 0.01% | Reduce -35.2% | 5,146 | $155K |
| Westside Investment Management, Inc. | 0.02% | Add +11.5% | 5,111 | $154K |
| SJS Investment Consulting Inc. | 0.02% | Add +26.6% | 5,099 | $153K |
| Anchor Investment Management, LLC | 0.01% | No change | 5,000 | $150K |
| Clearstead Advisors, LLC | 0.00% | Add +90.3% | 4,710 | $142K |
| HFM Investment Advisors, LLC | 0.05% | Reduce -12.7% | 4,436 | $133K |
| Atlas Capital Advisors Inc. | 0.02% | New | 4,432 | $133K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -6.4% | 4,202 | $126K |
| Lodestone Wealth Management LLC | 0.05% | No change | 4,200 | $126K |
| Crews Bank & Trust | 0.02% | Add +52.9% | 4,144 | $125K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -24.0% | 3,812 | $115K |
| Blue Trust, Inc. | 0.00% | No change | 3,600 | $108K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.7% | 3,592 | $108K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -8.8% | 3,417 | $103K |
| Webster Bank, N. A. | 0.01% | New | 3,206 | $96K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +914.0% | 3,184 | $96K |
| IFP Advisors, Inc | 0.00% | Reduce -4.8% | 2,993 | $90K |
| Banque Transatlantique SA | 0.00% | New | 2,755 | $83K |
| Arax Advisory Partners | 0.00% | Reduce -42.1% | 2,530 | $76K |
| Triumph Capital Management | 0.01% | No change | 2,385 | $72K |
| McGuire Capital Advisors Inc. | 0.05% | No change | 2,380 | $72K |
| Root Financial Partners, LLC | 0.00% | Add +112.2% | 2,368 | $71K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +106.5% | 2,028 | $61K |
| American Capital Advisory, LLC | 0.02% | No change | 2,000 | $60K |
| Sound Income Strategies, LLC | 0.00% | Add +0.9% | 1,930 | $58K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $51K |
| Kennebec Savings Bank | 0.05% | Add +4.8% | 1,678 | $50K |
| Citigroup Inc. | 0.00% | Add +1156.6% | 1,420 | $43K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| AlphaCore Capital LLC | 0.00% | Reduce -31.9% | 1,230 | $37K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $36K |
| LRI Investments, LLC | 0.00% | Reduce -2.8% | 1,169 | $35K |
| Strive Financial Group ,LLC | 0.02% | Reduce -2.3% | 1,135 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 1,080 | $32K |
| Synergy Investment Management, LLC | 0.01% | New | 1,030 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.3% | 1,011 | $30K |
| IFG Advisory, LLC | 0.09% | Reduce -96.5% | 1,000 | $30K |
| Anfield Capital Management, LLC | 0.01% | New | 1,000 | $30K |
| MAI Capital Management | 0.00% | Add +0.4% | 970 | $29K |
| Oakworth Capital, Inc. | 0.00% | No change | 938 | $28K |
| Westfuller Advisors, LLC | 0.01% | No change | 908 | $27K |
| Hamrick Investment Counsel, llc | 0.01% | No change | 800 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 713 | $21K |
| Trust Co. of Toledo NA | 0.00% | New | 700 | $21K |
| First Community Trust NA | 0.01% | New | 620 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $18K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -91.3% | 603 | $18K |
| Napier Financial, LLC | 0.00% | New | 583 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 577 | $17K |
| Bullock Wealth Management Group | 0.01% | Add +0.6% | 549 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 543 | $16K |
| WealthShield Partners, LLC | 0.00% | Reduce -17.9% | 520 | $16K |
| Signature Equity Partners, LLC | 0.01% | Reduce -16.7% | 518 | $16K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 484 | $15K |
| Ameriflex Group, Inc. | 0.01% | New | 475 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 459 | $14K |
| Winch Advisory Services, LLC | 0.00% | Add +0.7% | 456 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +98.6% | 437 | $13K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 407 | $12K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -39.2% | 407 | $12K |
| Silicon Valley Capital Partners | 0.00% | Add +0.5% | 383 | $12K |
| Realta Investment Advisors | 0.00% | New | 376 | $11K |
| Dunhill Financial, LLC | 0.00% | New | 376 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 349 | $10K |
| Basepoint Wealth LLC | 0.01% | Reduce -26.6% | 345 | $10K |
| Motco | 0.00% | No change | 327 | $10K |
| United Financial Planning Group LLC | 0.01% | Add +0.7% | 298 | $9K |
| Horizon Bancorp Inc. | 0.00% | New | 252 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 244 | $7K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 226 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -41.7% | 207 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 199 | $6K |
| Mather Group, Llc. | 0.00% | New | 199 | $6K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 200 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -90.8% | 165 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 160 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 155 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -19.7% | 147 | $4K |
| Vanguard Advisers Inc. | 0.00% | — | 141 | $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 |
| Brown Brothers Harriman & Co. | 0.00% | New | 120 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.0% | 72 | $2K |
| Park Square Financial Group, LLC | 0.02% | New | 72 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 68 | $2K |
| Virtus Fixed Income Advisers, LLC | 0.00% | No change | 61 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 58 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 54 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 52 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 49 | $1K |
| Walsh & Associates, LLC | 0.00% | New | 44 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $1K |
| SYM FINANCIAL Corp | 0.00% | New | 42 | $1K |
| Monetary Solutions, Ltd | 0.00% | Reduce -46.0% | 41 | $1K |
| Founders Financial Alliance, LLC | 0.00% | New | 35 | $1K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -99.2% | 21 | $631 |
| Addison Advisors LLC | 0.00% | Reduce -10.0% | 18 | $542 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.6% | 16 | $480 |
| WFA of San Diego, LLC | 0.00% | Reduce -90.7% | 5 | $150 |
| Barclays PLC | 0.00% | No change | 1 | $30 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $30 |
| BlackRock, Inc. | 0.00% | New | 1 | $17 |
"% 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.