SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q4 2025 (December 31)737holders +63
51new positions
33sold out
3famous investors
$80.88avg. 13F price*
At the end of Q4 2025, 737 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 63 from Q3 2025. 51 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($684.9M), Cwm, LLC ($269.5M) and Creative Planning ($264.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $364.1M |
| Exits | 33 | $35.1M |
All 13F filers, Q3 2025 → Q4 2025: 9,615,645 shares bought and 3,017,862 shares sold, net +6,597,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 737 holders
| LPL Financial LLC | 0.19% | Add +0.4% | 8,301,805 | $684.9M |
| Cwm, LLC | 0.73% | Add +4.4% | 3,266,337 | $269.5M |
| Creative Planning | 0.19% | Add +6.3% | 3,207,074 | $264.6M |
| Private Advisor Group, LLC | 1.24% | Add +12.5% | 3,200,578 | $264.0M |
| Valmark Advisers, Inc. | 2.92% | Add +1.7% | 2,867,091 | $236.5M |
| Tidal Investments LLC | 0.97% | New | 2,809,755 | $231.8M |
| Assetmark, Inc. | 0.46% | Add +6.7% | 2,748,496 | $226.8M |
| Wealthcare Advisory Partners LLC | 4.12% | Reduce -3.2% | 2,542,112 | $209.7M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.5% | 1,944,624 | $163.1M |
| Professional Financial Advisors, LLC | 27.62% | Add +0.9% | 1,638,866 | $135.2M |
| Hughes Financial Services, LLC | 20.85% | Reduce -1.3% | 1,608,865 | $132.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.9% | 1,552,445 | $128.1M |
| Syntegra Private Wealth Group, LLC | 11.13% | Reduce -2.5% | 1,469,234 | $121.2M |
| Osaic Holdings, Inc. | 0.18% | Reduce -15.3% | 1,465,684 | $120.9M |
| Modern Wealth Management, LLC | 2.17% | Reduce -2.9% | 1,443,831 | $119.1M |
| Ameriprise Financial Inc. | 0.03% | Add +1.5% | 1,431,742 | $118.1M |
| Morgan Stanley | 0.01% | Add +6.6% | 1,431,332 | $118.1M |
| Bank of America Corp. | 0.01% | Add +44.1% | 1,289,965 | $106.4M |
| Wells Fargo & Company | 0.02% | Reduce -7.6% | 1,051,179 | $86.7M |
| Blueprint Investment Partners LLC | 9.23% | Add +7.5% | 1,046,535 | $86.3M |
| Allworth Financial LP | 0.35% | Add +6.7% | 1,038,530 | $85.7M |
| Keener Financial Planning LLC | 36.60% | Add +5.2% | 1,026,608 | $84.7M |
| ARS Wealth Advisors Group, LLC | 7.59% | Add +0.4% | 1,019,838 | $84.1M |
| Rockbridge Investment Management, LCC | 7.29% | Reduce -1.4% | 950,335 | $78.4M |
| Stratos Wealth Partners, LTD. | 0.89% | Add +1.4% | 949,168 | $78.3M |
| RMG Wealth Management LLC | 9.64% | New | 2,921,428 | $74.4M |
| Legacy Private Trust Co. | 4.34% | Reduce -0.6% | 892,767 | $73.7M |
| Wealthquest Corp | 5.24% | Reduce -23.9% | 841,365 | $69.4M |
| Rosenberg Matthew Hamilton | 13.57% | Add +2.5% | 794,032 | $65.5M |
| Voisard Asset Management Group, Inc. | 14.09% | Add +4.5% | 791,215 | $65.3M |
| Financial Strategies Group, Inc. | 11.37% | Reduce 0.0% | 749,047 | $62.8M |
| Cerity Partners LLC | 0.09% | Add +6.5% | 746,393 | $61.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -0.9% | 737,011 | $60.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.53% | Add +2.3% | 732,998 | $60.5M |
| Shepherd Financial Partners LLC | 5.51% | Reduce -0.8% | 720,467 | $59.4M |
| Weitzel Financial Services, Inc. | 21.48% | Add +0.3% | 671,114 | $55.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.4% | 642,874 | $53.0M |
| Advisors Capital Management, LLC | 0.62% | Add +5.2% | 629,421 | $51.9M |
| AQR Capital Management | 0.03% | Add +4.2% | 625,039 | $51.6M |
| Winch Advisory Services, LLC | 10.89% | Add +2.0% | 596,924 | $49.2M |
| Symphony Financial, Ltd. Co. | 6.61% | Reduce -3.5% | 591,817 | $49.2M |
| Woodard & Co. Asset Management Group Inc. | 7.66% | Reduce -15.4% | 586,743 | $48.4M |
| B.O.S.S. Retirement Advisors, LLC | 14.68% | Reduce -8.6% | 565,322 | $46.6M |
| Jaffetilchin Investment Partners, LLC | 2.54% | Add +0.7% | 527,419 | $43.5M |
| Blueprint Financial Advisors LLC | 6.61% | Add +12.7% | 525,073 | $43.3M |
| Aquire Wealth Advisors, LLC | 11.11% | Reduce -3.4% | 517,386 | $42.7M |
| GM Advisory Group, LLC | 1.54% | Add +11.4% | 477,826 | $39.4M |
| Winthrop Advisory Group LLC | 3.18% | Reduce -3.7% | 455,439 | $37.6M |
| N.E.W. Advisory Services LLC | 2.71% | Add +7.6% | 444,914 | $36.7M |
| Geneos Wealth Management Inc. | 0.89% | Add +6.3% | 443,441 | $36.6M |
| Kingsview Wealth Management, LLC | 0.51% | Add +12.1% | 430,915 | $35.6M |
| Park Avenue Securities LLC | 0.29% | Reduce -1.6% | 418,638 | $34.5M |
| Treasure Coast Financial Planning | 18.34% | Add +0.2% | 418,567 | $34.5M |
| Rialto Wealth Management, LLC | 8.08% | Add +11.5% | 409,387 | $33.8M |
| Focus Partners Wealth | 0.04% | Reduce -1.7% | 398,131 | $32.8M |
| Equitable Holdings, Inc. | 0.22% | Add +2.6% | 390,259 | $32.2M |
| HighPoint Advisor Group LLC | 0.70% | New | 387,811 | $32.0M |
| Rinkey Investments | 7.71% | Reduce -1.7% | 368,202 | $30.4M |
| RFG Advisory, LLC | 0.54% | Reduce -5.1% | 349,744 | $28.9M |
| Jacobi Capital Management LLC | 1.66% | Add +34.9% | 348,177 | $28.7M |
| MML Investors Services, LLC | 0.07% | Add +4.8% | 347,081 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 336,565 | $27.8M |
| Boston Standard Wealth Management, LLC | 4.54% | Reduce -2.7% | 333,247 | $27.5M |
| Waverly Advisors, LLC | 0.21% | Add +0.1% | 319,193 | $26.3M |
| DORVAL Corp | 8.38% | Add +2.4% | 318,319 | $26.3M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +48.9% | 317,613 | $26.2M |
| Abound Financial, LLC | 10.11% | Reduce -0.2% | 316,605 | $26.1M |
| Financial Planning Fort Collins, LLC | 22.40% | — | 309,260 | $25.5M |
| RVW Wealth, LLC | 1.94% | Reduce -1.2% | 308,132 | $25.4M |
| Fox Financial, Inc | 20.06% | Reduce -1.1% | 304,899 | $25.2M |
| Money Concepts Capital Corp. | 1.37% | Add +1.7% | 295,859 | $24.4M |
| SigFig Wealth Management, LLC | 0.73% | Reduce -6.7% | 291,165 | $24.3M |
| Cetera Investment Advisers | 0.03% | Add +28.8% | 279,537 | $23.1M |
| BIP Wealth, LLC | 0.79% | Add +0.8% | 270,542 | $22.3M |
| Bridgewealth Advisory Group, LLC | 4.82% | Add +2.1% | 264,704 | $21.8M |
| Zhang Financial LLC | 0.81% | Reduce -1.2% | 263,693 | $21.8M |
| Beacon Capital Management, Inc. | 1.14% | Reduce -31.0% | 257,874 | $21.3M |
| Roble, Belko & Company, Inc | 2.68% | Reduce -17.4% | 247,903 | $20.5M |
| AssuredPartners Investment Advisors, LLC | 3.01% | Add +2.5% | 245,196 | $20.2M |
| Compass Financial Group, INC | 2.89% | Reduce -2.1% | 244,986 | $20.2M |
| Annex Advisory Services, LLC | 0.38% | Reduce -2.3% | 244,270 | $20.2M |
| Parallel Advisors, LLC | 0.36% | Reduce -2.1% | 237,762 | $19.6M |
| Royal Harbor Partners, LLC | 6.28% | Add +0.5% | 230,105 | $19.0M |
| Mariner, LLC | 0.02% | Reduce -11.4% | 227,221 | $18.7M |
| Royal Bank of Canada | 0.00% | Reduce -20.9% | 226,389 | $18.7M |
| Balefire, LLC | 3.55% | Reduce -4.0% | 221,071 | $18.2M |
| Spartan Planning & Wealth Management | 12.90% | Add +5.2% | 211,931 | $17.5M |
| AlphaCore Capital LLC | 0.39% | Reduce -19.1% | 209,799 | $17.3M |
| Pure Financial Advisors, LLC | 0.26% | Reduce -1.5% | 209,546 | $17.3M |
| MPWM Advisory Solutions, LLC | 9.37% | Add +2.3% | 203,937 | $16.8M |
| HBW Advisory Services LLC | 1.81% | Reduce -0.5% | 201,365 | $16.6M |
| Wall Capital Group, Inc. | 15.50% | — | 197,315 | $16.3M |
| Capital Advisory Group Advisory Services, LLC | 4.77% | Add +0.8% | 196,706 | $16.2M |
| Capasso Planning Partners LLC | 8.90% | Add +7.9% | 196,326 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.1% | 190,833 | $15.7M |
| Mueller Wealth, LLC | 12.95% | — | 189,611 | $15.6M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -0.6% | 187,104 | $15.4M |
| Snowden Capital Advisors LLC | 0.40% | Add +4.9% | 184,884 | $15.3M |
| IAG Wealth Partners, LLC | 1.72% | Reduce -3.6% | 180,524 | $14.9M |
| Fourth Dimension Wealth, LLC | 5.42% | Add +1.2% | 180,033 | $14.9M |
| Facet Wealth, Inc. | 0.26% | Reduce -7.3% | 173,757 | $14.6M |
| Bensler, LLC | 1.39% | Add +5.2% | 167,918 | $13.9M |
| Arete Wealth Advisors, LLC | 0.95% | Add +1.4% | 165,747 | $13.7M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -2.2% | 164,481 | $13.6M |
| Ervin Investment Management, LLC | 7.47% | Add +0.3% | 161,659 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 161,328 | $13.3M |
| XML Financial, LLC | 1.06% | Add +1.7% | 158,114 | $13.0M |
| Portfolio Strategies, Inc. | 1.49% | Add +0.4% | 156,455 | $12.9M |
| Gateway Wealth Partners, LLC | 1.40% | Add +12.6% | 152,980 | $12.6M |
| G&S Capital LLC | 4.45% | Add +1.8% | 152,552 | $12.6M |
| Summit Investment Advisory Services, LLC | 4.72% | Add +4.3% | 151,685 | $12.5M |
| UBS Group AG | 0.00% | Add +13.1% | 148,477 | $12.2M |
| Sentinel Pension Advisors, LLC | 1.88% | Reduce -3.1% | 148,331 | $12.2M |
| Evensky & Katz LLC | 0.69% | Reduce -1.7% | 147,621 | $12.2M |
| Cornerstone Financial Group, LLC | 8.44% | Add +4.3% | 146,569 | $12.1M |
| Atlas Private Wealth Advisors | 2.81% | Add +12.2% | 145,552 | $12.0M |
| Investors Research Corp | 2.13% | Reduce -1.3% | 141,148 | $11.6M |
| Balentine LLC | 0.44% | Reduce -5.0% | 141,143 | $11.6M |
| TD Capital Management LLC | 1.03% | Add +11.4% | 140,357 | $11.6M |
| Global Retirement Partners, LLC | 0.20% | Add +3.7% | 139,395 | $11.5M |
| Retirement Capital Strategies | 4.12% | No change | 134,692 | $11.1M |
| Lido Advisors, LLC | 0.04% | Add +1.6% | 134,959 | $11.1M |
| IRON Financial LLC | 4.88% | Reduce -2.1% | 128,704 | $10.6M |
| M3 Wealth Management, LLC | 8.60% | — | 127,969 | $10.6M |
| Redwood Financial Network Corp | 6.71% | Add +0.5% | 127,525 | $10.5M |
| Beacon Financial Group | 1.04% | Reduce -3.0% | 127,193 | $10.5M |
| Freedom Day Solutions, LLC | 2.84% | Reduce -0.9% | 126,679 | $10.5M |
| Truist Financial Corp. | 0.01% | Add +18.4% | 121,559 | $10.0M |
| Independent Financial Group, LLC | 0.22% | Add +0.7% | 117,907 | $9.7M |
| Little House Capital LLC | 2.36% | Reduce -6.8% | 114,161 | $9.4M |
| VestGen Advisors, LLC | 0.39% | Reduce -76.3% | 110,576 | $9.1M |
| Western Wealth Management, LLC | 0.42% | Reduce -19.6% | 110,457 | $9.1M |
| Advisory Services Network, LLC | 0.12% | Add +87.5% | 105,241 | $8.7M |
| FMR LLC | 0.00% | Add +8.4% | 105,220 | $8.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -10.9% | 103,310 | $8.5M |
| Cabot Wealth Management Inc. | 0.92% | Add +8.0% | 100,977 | $8.3M |
| Wealth Alliance Advisory Group, LLC | 1.42% | Add +2.6% | 100,352 | $8.3M |
| Capital Analysts, LLC | 0.23% | Reduce -7.7% | 99,521 | $8.2M |
| Aldebaran Financial Inc. | 7.58% | Add +14.1% | 98,483 | $8.2M |
| Collaborative Wealth Managment Inc. | 2.84% | Add +2.2% | 97,811 | $8.1M |
| Tempus Wealth Planning, LLC | 1.85% | Reduce -0.9% | 97,649 | $8.1M |
| Sterneck Capital Management, LLC | 3.62% | Add +3.8% | 97,528 | $8.0M |
| Cascade Investment Group, Inc. | 5.35% | Add +0.1% | 97,087 | $8.0M |
| FreeGulliver LLC | 3.57% | Add +0.5% | 96,704 | $8.0M |
| Breakwater Investment Management | 2.72% | Reduce -3.7% | 91,019 | $7.5M |
| Isthmus Partners, LLC | 0.82% | Add +6.9% | 89,648 | $7.4M |
| Integrated Capital Management, Inc. | 4.82% | Add +4.1% | 87,954 | $7.3M |
| Cannon Financial Strategists, Inc. | 1.00% | Add +0.1% | 87,604 | $7.2M |
| SFG Wealth Management, LLC. | 2.78% | Add +1.4% | 85,913 | $7.1M |
| Capital Group Private Client Services, Inc. | 0.11% | No change | 84,925 | $7.0M |
| Mutual Advisors, LLC | 0.15% | Reduce -0.7% | 83,744 | $6.9M |
| Atria Investments, Inc | 0.08% | Reduce -3.0% | 83,223 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +0.4% | 82,997 | $6.8M |
| Aerodigm Wealth, LLC | 2.60% | Reduce -2.0% | 81,720 | $6.7M |
| Private Wealth Group, LLC | 3.23% | Add +6.0% | 81,660 | $6.7M |
| Eclectic Associates Inc. | 1.05% | New | 81,334 | $6.7M |
| Larson Financial Group LLC | 0.22% | Reduce -6.9% | 80,704 | $6.7M |
| Savant Capital, LLC | 0.04% | Reduce -2.3% | 80,522 | $6.6M |
| Ieq Capital, LLC | 0.02% | Add +0.6% | 80,225 | $6.6M |
| Principia Wealth Advisory, LLC | 4.10% | Reduce -13.6% | 79,461 | $6.6M |
| Cary Street Partners Financial LLC | 0.16% | Reduce -1.8% | 78,786 | $6.5M |
| PAX Financial Group, LLC | 1.11% | Reduce -9.0% | 78,170 | $6.4M |
| Black Diamond Financial, LLC | 0.68% | Reduce -1.8% | 78,155 | $6.4M |
| Roundview Capital LLC | 0.39% | Add +0.3% | 76,849 | $6.3M |
| TrueWealth Financial Partners | 5.21% | New | 76,540 | $6.3M |
| JT Stratford LLC | 0.81% | Add +1.2% | 76,456 | $6.3M |
| Brady Martz Wealth Solutions, LLC | 1.11% | Reduce -0.4% | 76,076 | $6.3M |
| True Blue Financial, LLC | 5.13% | — | 75,258 | $6.2M |
| Flagship Harbor Advisors, LLC | 0.28% | Reduce -1.9% | 70,950 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +35.8% | 70,554 | $5.8M |
| Values Added Financial LLC | 2.40% | Reduce -0.4% | 68,973 | $5.7M |
| Legacy Capital Group California, Inc. | 1.38% | Reduce -3.9% | 68,957 | $5.7M |
| IHT Wealth Management, LLC | 0.14% | Add +0.5% | 67,773 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +41.0% | 67,656 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +1.9% | 66,198 | $5.5M |
| Andrews Advisory Associates, LLC | 2.89% | — | 65,802 | $5.4M |
| Quantinno Capital Management LP | 0.01% | Add +395.3% | 65,591 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -3.8% | 65,252 | $5.4M |
| LVM Capital Management Ltd. | 0.49% | Add +3.9% | 64,031 | $5.3M |
| Trinity Wealth Management, LLC | 1.95% | Reduce -0.4% | 64,033 | $5.3M |
| TKG Advisors, LLC | 2.12% | Reduce -2.0% | 63,571 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.4% | 63,475 | $5.2M |
| Maridea Wealth Management LLC | 0.78% | Reduce -2.9% | 62,853 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.0% | 62,664 | $5.2M |
| Advocacy Wealth Management, LLC | 0.22% | No change | 62,525 | $5.2M |
| Tudor Investment Corporation | 0.03% | Add +2084.9% | 61,483 | $5.1M |
| Fullerton Advisors, LLC | 5.01% | — | 60,751 | $5.0M |
| Harbour Investments, Inc. | 0.10% | Reduce -0.7% | 60,571 | $5.0M |
| Wbi Investments, LLC | 1.29% | Reduce -1.7% | 60,128 | $5.0M |
| CGN Advisors LLC | 0.39% | Reduce -2.5% | 59,988 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +15.4% | 59,827 | $4.9M |
| Strategic Investment Advisors / MI | 0.42% | Add +50.0% | 59,104 | $4.9M |
| Apeiron RIA LLC | 0.97% | Add +3.3% | 56,841 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 57,937 | $4.8M |
| Austin Wealth Management, LLC | 0.70% | Reduce -1.4% | 57,030 | $4.8M |
| Dagco, Inc. | 1.10% | Reduce -5.6% | 57,477 | $4.7M |
| Medallion Wealth Advisors, LLC | 1.56% | Add +6.6% | 56,366 | $4.7M |
| Perennial Investment Advisors, LLC | 0.36% | Reduce -3.2% | 54,439 | $4.5M |
| Beam Wealth Advisors, Inc. | 1.23% | Reduce -4.5% | 54,281 | $4.5M |
| Avior Wealth Management, LLC | 0.14% | Add +4.8% | 53,394 | $4.4M |
| Aptus Capital Advisors, LLC | 0.04% | Add +13.7% | 53,199 | $4.4M |
| Advisor OS, LLC | 0.35% | Add +4.3% | 52,097 | $4.3M |
| MJP Associates Inc. | 0.53% | Add +4.3% | 51,413 | $4.2M |
| Praetorian Wealth Management, Inc. | 0.81% | Add +0.3% | 49,603 | $4.1M |
| Investment Planning Advisors, Inc. | 1.16% | Add +5.3% | 48,346 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | Add +240.3% | 48,082 | $4.0M |
| Journey Advisory Group, LLC | 0.32% | Reduce -8.0% | 46,692 | $3.9M |
| Bank of Hawaii | 0.19% | Reduce -0.3% | 46,529 | $3.8M |
| Cambient Family Office, LLC | 0.54% | — | 45,897 | $3.8M |
| Sheets Smith Wealth Management | 0.41% | Add +1.7% | 45,428 | $3.7M |
| Vise Technologies, Inc. | 0.07% | Add +84.9% | 43,821 | $3.6M |
| Compass Financial Group, Inc. | 1.57% | Reduce -1.3% | 43,005 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 42,408 | $3.5M |
| KWB Wealth | 0.32% | Reduce -10.0% | 40,768 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.3% | 40,660 | $3.4M |
| Wealth Advisory Solutions, LLC | 0.78% | Add +3.2% | 40,598 | $3.3M |
| Cardiff Park Advisors, LLC | 0.27% | Add +0.3% | 39,837 | $3.3M |
| Tennessee Valley Asset Management Partners | 0.42% | Add +4.6% | 39,417 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.1% | 39,395 | $3.3M |
| AE Wealth Management LLC | 0.02% | Reduce -4.2% | 38,980 | $3.2M |
| Betterment LLC | 0.01% | Reduce -1.9% | 38,602 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +119.7% | 37,902 | $3.1M |
| Lane Brothers & Co. Inc. | 2.22% | — | 37,242 | $3.1M |
| Quent Capital, LLC | 0.22% | Add +12.0% | 37,117 | $3.1M |
| Financial Sense Advisors, Inc. | 0.65% | Add +4.3% | 36,932 | $3.0M |
| Claro Advisors Inc. | 0.40% | Add +9.1% | 35,127 | $2.9M |
| Dogwood Wealth Management LLC | 1.25% | Reduce -3.5% | 34,298 | $2.8M |
| Altus Wealth Group LLC | 1.12% | Reduce -3.1% | 33,832 | $2.8M |
| Founders Financial Alliance, LLC | 0.52% | Reduce -3.1% | 33,503 | $2.8M |
| Moneco Advisors, LLC | 0.22% | Add +192.1% | 33,475 | $2.8M |
| Bawa N Mallick Trust | 1.02% | No change | 33,400 | $2.8M |
| Jackson, Grant Investment Advisers, Inc. | 0.91% | Add +0.9% | 33,348 | $2.8M |
| Strategic Financial Planning, Inc. | 1.56% | Add +0.0% | 33,307 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 33,218 | $2.7M |
| Petersen Hastings Wealth Advisors Inc. | 0.26% | — | 33,140 | $2.7M |
| Pitcairn Wealth Advisors LLC | 0.25% | — | 33,050 | $2.7M |
| MidFirst Bank | 0.22% | — | 32,896 | $2.7M |
| WCG Wealth Advisors LLC | 0.07% | Add +2.0% | 32,111 | $2.6M |
| Financial Gravity Asset Management, Inc. | 0.51% | Add +4.5% | 32,012 | $2.6M |
| Sfmg, LLC | 0.17% | No change | 31,434 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -33.5% | 31,231 | $2.6M |
| Legacy Advisory Services, LLC | 1.93% | Reduce -0.4% | 31,068 | $2.6M |
| Westside Investment Management, Inc. | 0.40% | Add +0.2% | 30,675 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -79.6% | 30,400 | $2.5M |
| Raab & Moskowitz Asset Management LLC | 0.55% | Reduce -1.0% | 30,290 | $2.5M |
| Equita Financial Network, Inc. | 0.75% | Add +0.0% | 30,272 | $2.5M |
| Twelve Points Wealth Management LLC | 0.54% | Add +21.5% | 28,683 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.3% | 29,231 | $2.4M |
| Nicolet Advisory Services, LLC | 0.16% | Add +43.9% | 28,587 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.9% | 29,048 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.48% | Reduce -6.2% | 28,200 | $2.3M |
| Jacksonville Wealth Management, LLC | 1.61% | Reduce -7.7% | 27,559 | $2.3M |
| Northwest Wealth Management, LLC | 0.35% | Reduce -1.2% | 27,267 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +16.8% | 27,076 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.4% | 26,879 | $2.2M |
| Destination Wealth Management | 0.06% | No change | 26,830 | $2.2M |
| Orca Investment Management, LLC | 1.74% | Reduce -0.2% | 26,755 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -1.2% | 26,552 | $2.2M |
| Red Mountain Financial, LLC | 2.14% | Add +31.3% | 26,382 | $2.2M |
| Sharper & Granite LLC | 0.76% | Reduce -0.6% | 26,054 | $2.1M |
| Solano Wealth Investment Advisors LLC | 1.06% | Reduce -32.1% | 25,832 | $2.1M |
| Advyzon Investment Management, LLC | 0.25% | Add +18.2% | 25,662 | $2.1M |
| WealthPlan Investment Management, LLC | 0.13% | Reduce -6.9% | 25,319 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.2% | 25,078 | $2.1M |
| Flagstone Financial Management | 0.53% | Reduce -0.3% | 25,023 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -1.6% | 25,017 | $2.1M |
| Stevens Capital Partners | 0.54% | Reduce -1.9% | 25,004 | $2.1M |
| Financial Enhancement Group LLC | 0.27% | Reduce -14.8% | 24,693 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +298.0% | 24,900 | $2.1M |
| Oakwell Private Wealth Management, LLC | 0.38% | Reduce -0.3% | 24,706 | $2.0M |
| Advance Capital Management, Inc. | 0.09% | Add +2.8% | 24,699 | $2.0M |
| &partners | 0.01% | Reduce -0.6% | 24,638 | $2.0M |
| Matauro, LLC | 0.31% | Add +1.8% | 24,607 | $2.0M |
| Virtue Capital Management, LLC | 0.31% | Reduce -35.4% | 24,378 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.6% | 24,242 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 23,790 | $2.0M |
| Broderick Brian C | 0.36% | Reduce -2.6% | 23,375 | $1.9M |
| LJI Wealth Management, LLC | 0.29% | Add +6.7% | 23,366 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Add +69.3% | 23,338 | $1.9M |
| JFS Wealth Advisors, LLC | 0.11% | Add +0.1% | 23,296 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Add +0.0% | 23,152 | $1.9M |
| First Trust Advisors LP | 0.00% | No change | 23,090 | $1.9M |
| Seaside Wealth Management, Inc. | 0.54% | Reduce -0.6% | 22,805 | $1.9M |
| Composition Wealth, LLC | 0.03% | New | 22,680 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -39.8% | 22,200 | $1.8M |
| Colton Groome Financial Advisors, LLC | 0.52% | Add +5.9% | 22,178 | $1.8M |
| Wealthcare Capital Management LLC | 0.18% | New | 21,933 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.5% | 21,747 | $1.8M |
| Climber Capital SA | 1.16% | — | 21,575 | $1.8M |
| Procyon Advisors, LLC | 0.09% | Add +2.7% | 21,547 | $1.8M |
| Trilogy Capital Inc. | 0.08% | Reduce -0.1% | 21,475 | $1.8M |
| Semitam Bonam LLC | 1.46% | Reduce -0.1% | 21,305 | $1.8M |
| Decker Wealth Management LLC | 0.38% | — | 20,959 | $1.7M |
| Root Financial Partners, LLC | 0.09% | Add +2.9% | 20,941 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Add +48.5% | 20,913 | $1.7M |
| Sunburst Financial Group, LLC | 0.35% | No change | 20,795 | $1.7M |
| Novem Group | 0.20% | Add +1.9% | 20,758 | $1.7M |
| Diversified Trust Co. | 0.03% | No change | 20,623 | $1.7M |
| Wealthcare Capital Partners, LLC | 0.78% | Add +2.0% | 20,227 | $1.7M |
| FMA Wealth Management, LLC | 1.08% | Reduce -1.1% | 20,201 | $1.7M |
| Alta Wealth Advisors LLC | 0.55% | Add +0.1% | 20,085 | $1.7M |
| Wrenne Financial Planning LLC | 0.67% | Reduce -17.8% | 20,055 | $1.7M |
| Mosaic Advisors LLC | 3.16% | No change | 19,863 | $1.6M |
| Towercrest Capital Management | 0.26% | Reduce -4.5% | 19,817 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -55.5% | 19,670 | $1.6M |
| Walsh & Associates, LLC | 1.59% | — | 19,538 | $1.6M |
| Foresight Capital Management Advisors, Inc. | 0.85% | New | 18,972 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Reduce -2.5% | 18,965 | $1.6M |
| Omnitrust Wealth Management, Inc | 1.98% | — | 18,851 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +12.3% | 18,820 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.2% | 18,792 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -65.0% | 18,772 | $1.5M |
| McClarren Financial Advisors, Inc. | 0.92% | Reduce -72.0% | 4,628 | $1.5M |
| Asset Dedication, LLC | 0.10% | Reduce -3.4% | 18,321 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -41.1% | 18,012 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -12.0% | 17,957 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +212.2% | 17,946 | $1.5M |
| Stewardship Advisors, LLC | 0.34% | Reduce -5.4% | 17,895 | $1.5M |
| Telos Capital Management, Inc. | 0.14% | Reduce -0.6% | 17,858 | $1.5M |
| Murphy & Mullick Capital Management Corp | 1.06% | Add +7.6% | 17,806 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | New | 17,605 | $1.5M |
| Astoria Strategic Wealth, Inc. | 0.36% | Reduce -0.5% | 17,496 | $1.4M |
| Nicolet Bankshares Inc. | 0.23% | Reduce -9.8% | 17,456 | $1.4M |
| Glenview Trust Co | 0.02% | No change | 17,293 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -34.9% | 17,124 | $1.4M |
| Armbruster Capital Management, Inc. | 0.23% | Add +12.9% | 16,963 | $1.4M |
| Morling Financial Advisors, LLC | 0.44% | Reduce -8.2% | 16,877 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.4M |
| NorthRock Partners, LLC | 0.02% | Add +2.4% | 16,791 | $1.4M |
| Proficio Capital Partners LLC | 0.10% | No change | 16,726 | $1.4M |
| Blue Edge Capital, LLC | 0.18% | Add +0.0% | 16,686 | $1.4M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -0.6% | 16,568 | $1.4M |
| Alliance Wealth Management Group | 0.30% | Reduce -5.1% | 16,551 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +226.8% | 16,385 | $1.4M |
| Emprise Bank | 0.56% | Reduce -3.1% | 16,340 | $1.3M |
| Sutton Place Investors LLC | 0.74% | No change | 16,324 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +1522.7% | 16,308 | $1.3M |
| Leeward Financial Partners, LLC | 0.38% | Add +0.3% | 16,280 | $1.3M |
| Northbridge Financial Group, LLC | 0.60% | — | 16,150 | $1.3M |
| SouthState Bank Corp | 0.06% | Reduce -4.3% | 15,993 | $1.3M |
| Comprehensive Money Management Services LLC | 0.91% | Reduce -2.5% | 15,916 | $1.3M |
| Waller Financial Planning Group, Inc. | 0.28% | Reduce -0.8% | 15,529 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Add +3.5% | 15,492 | $1.3M |
| First Horizon Corp. | 0.06% | No change | 15,467 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +188.2% | 15,316 | $1.3M |
| Financial Plan, Inc. | 0.14% | — | 15,278 | $1.3M |
| Gilpin Wealth Management, LLC | 0.97% | — | 14,886 | $1.2M |
| Lifeworks Advisors, LLC | 0.16% | Reduce -1.6% | 14,851 | $1.2M |
| Keystone Financial Group, Inc. | 0.64% | Add +0.6% | 14,831 | $1.2M |
| L & S Advisors Inc | 0.12% | Add +0.4% | 14,820 | $1.2M |
| Slagle Financial, LLC | 0.42% | Reduce -8.6% | 14,706 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +25.8% | 14,570 | $1.2M |
| Bernardo Wealth Planning LLC | 0.23% | Reduce -0.0% | 14,465 | $1.2M |
| Paulson Wealth Management Inc. | 0.27% | Reduce -5.1% | 14,391 | $1.2M |
| Lumbard & Kellner, LLC | 0.41% | No change | 14,330 | $1.2M |
| Friday Financial | 0.41% | Add +0.0% | 14,197 | $1.2M |
| Penobscot Wealth Management | 0.36% | Add +0.1% | 14,072 | $1.2M |
| Sequent Planning LLC | 0.29% | Add +2.1% | 13,976 | $1.2M |
| TLWM | 0.21% | Add +3.5% | 13,952 | $1.2M |
| Belleair Asset Management, LLC | 1.08% | — | 13,705 | $1.1M |
| Arthur M. Cohen & Associates, LLC | 0.18% | No change | 13,404 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Reduce -1.8% | 12,947 | $1.1M |
| GenTrust, LLC | 0.04% | No change | 12,562 | $1.0M |
| Squire Investment Management Company, LLC | 0.31% | No change | 12,506 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.22% | Reduce -5.0% | 12,455 | $1.0M |
| SCS Capital Management LLC | 0.01% | Add +0.3% | 12,358 | $1.0M |
| Cambridge Financial Group, LLC | 0.35% | Add +0.2% | 13,974 | $998K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +10.2% | 12,044 | $994K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +4.7% | 11,971 | $988K |
| Prentice Wealth Management LLC | 0.23% | Reduce -2.0% | 11,946 | $986K |
| Intrua Financial, LLC | 0.11% | Add +21.1% | 11,784 | $972K |
| Prosperity Financial Group, Inc. | 0.35% | Reduce -4.0% | 11,608 | $958K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.79% | Reduce -26.7% | 11,607 | $958K |
| Goldstein Advisors, LLC | 0.11% | Reduce -0.6% | 11,386 | $939K |
| Napier Financial, LLC | 0.23% | — | 11,376 | $939K |
| DAVENPORT & Co LLC | 0.01% | Add +2.5% | 11,372 | $938K |
| Jane Street Group, LLC | 0.00% | Reduce -5.6% | 11,329 | $935K |
| Global Wealth Management Investment Advisory, Inc. | 0.15% | Reduce -0.5% | 11,135 | $919K |
| Northern Trust Corp. | 0.00% | No change | 11,033 | $910K |
| Ridgeline Wealth Planning, LLC | 0.64% | No change | 10,879 | $898K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -28.2% | 10,851 | $895K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.6% | 10,606 | $875K |
| Krilogy Financial LLC | 0.03% | Reduce -0.6% | 10,398 | $874K |
| German American Bancorp, Inc. | 0.07% | No change | 10,525 | $868K |
| Gibson Wealth Advisors LLC | 0.59% | No change | 10,500 | $866K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,446 | $862K |
| Vertex Planning Partners, LLC | 0.20% | Reduce -1.7% | 10,319 | $851K |
| TFB Advisors LLC | 0.24% | Add +1.9% | 10,304 | $850K |
| Nikulski Financial, Inc. | 0.20% | Reduce -14.4% | 10,212 | $843K |
| Coppell Advisory Solutions LLC | 0.08% | Add +12.2% | 10,128 | $842K |
| Wedbush Securities Inc. | 0.02% | Add +20.3% | 10,178 | $840K |
| OLIO Financial Planning | 0.23% | No change | 10,142 | $837K |
| M Holdings Securities, Inc. | 0.06% | New | 10,079 | $832K |
| Darrow Company, Inc. | 0.37% | Add +0.0% | 9,937 | $820K |
| Koshinski Asset Management, Inc. | 0.05% | Add +2.4% | 9,897 | $817K |
| Peirce Capital Management, LLC | 0.32% | No change | 9,842 | $812K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -29.7% | 9,787 | $807K |
| Indivisible Partners | 0.09% | — | 9,685 | $799K |
| Independent Wealth Network Inc. | 0.24% | Add +0.3% | 9,599 | $792K |
| Arkadios Wealth Advisors | 0.02% | No change | 9,584 | $791K |
| Amicus Financial Advisors, LLC | 0.22% | — | 9,582 | $791K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 9,564 | $789K |
| Summit Trail Advisors, LLC | 0.01% | Add +4.5% | 9,466 | $781K |
| Center For Asset Management LLC | 0.41% | Reduce -8.4% | 9,415 | $777K |
| Cape Investment Advisory, Inc. | 0.24% | Add +13.4% | 9,302 | $767K |
| Tiaa Trust, National Association | 0.00% | Add +12.8% | 8,988 | $742K |
| Manhattan West Asset Management, LLC | 0.15% | Reduce -2.3% | 8,966 | $740K |
| Bluedoor Private Wealth, LLC | 0.34% | — | 8,937 | $737K |
| CacheTech Inc. | 0.14% | Reduce -6.8% | 8,920 | $736K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,805 | $726K |
| MBE Wealth Management, LLC | 0.30% | Reduce -8.0% | 8,759 | $723K |
| Stonebrook Private Inc. | 0.15% | Add +0.1% | 8,722 | $720K |
| CogentBlue Wealth Advisors, LLC | 0.49% | No change | 8,666 | $715K |
| Barnes Wealth Management Group, Inc | 0.38% | Add +0.4% | 8,643 | $713K |
| Berger Financial Group, Inc | 0.04% | Reduce -1.2% | 8,629 | $712K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.9% | 8,575 | $707K |
| Arlington Trust Co LLC | 0.07% | Reduce -18.8% | 8,431 | $696K |
| Crusonia Wealth Advisors LLC | 0.15% | — | 8,187 | $675K |
| Signet Financial Management, LLC | 0.08% | Reduce -10.5% | 8,180 | $675K |
| Strive Financial Group ,LLC | 0.36% | — | 8,150 | $672K |
| Burns Matteson Capital Management, LLC | 0.27% | Reduce -9.3% | 8,110 | $669K |
| Ritholtz Wealth Management | 0.01% | Add +73.5% | 7,930 | $654K |
| First National Bank of Omaha | 0.02% | Add +202.3% | 7,854 | $651K |
| Vigilare Wealth Management | 0.22% | Add +3.2% | 7,831 | $646K |
| Stirlingshire Investments, Inc. | 0.57% | — | 7,738 | $638K |
| RFG Holdings, Inc. | 0.16% | No change | 7,703 | $635K |
| GSG Advisors LLC | 0.16% | Add +0.3% | 7,673 | $633K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -13.0% | 7,649 | $631K |
| Jericho Financial, LLP | 0.38% | Reduce -16.0% | 7,649 | $631K |
| Wise Wealth Partners | 0.90% | Add +0.0% | 7,598 | $627K |
| Moseley Investment Management Inc. | 0.19% | Reduce -1.6% | 7,559 | $624K |
| Comerica Bank | 0.00% | Reduce -0.5% | 7,436 | $613K |
| Destiny Wealth Partners, LLC | 0.07% | Reduce -6.5% | 7,280 | $612K |
| Choreo, LLC | 0.01% | No change | 7,317 | $608K |
| Brookstone Capital Management | 0.01% | Reduce -24.5% | 7,344 | $606K |
| Echo Wealth Management, LLC | 0.35% | Reduce -18.5% | 7,219 | $596K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 7,042 | $581K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -8.2% | 7,031 | $580K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 6,978 | $576K |
| SpringVest Wealth Management LLC | 0.40% | No change | 6,946 | $573K |
| Thompson David Blair | 0.31% | — | 6,670 | $550K |
| Successful Portfolios LLC | 0.28% | Add +0.9% | 6,492 | $546K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 6,587 | $543K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 6,520 | $538K |
| Patten Group, Inc. | 0.10% | Reduce -2.0% | 6,454 | $532K |
| Glassman Wealth Services | 0.07% | No change | 6,430 | $530K |
| Sigma Planning Corp | 0.01% | Reduce -1.8% | 6,387 | $527K |
| Vista Investment Management | 0.17% | Reduce -3.0% | 6,373 | $526K |
| AIFG Consultants Ltd. | 0.90% | Reduce -22.6% | 6,322 | $522K |
| Laraway Financial Advisors Inc | 0.34% | Add +20.6% | 6,316 | $521K |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.2% | 6,268 | $517K |
| Goodman Financial Corp | 0.10% | Add +1.3% | 6,231 | $514K |
| Wiser Wealth Management, Inc | 0.11% | Reduce -8.4% | 6,207 | $512K |
| Crumly & Associates Inc. | 0.11% | No change | 6,186 | $510K |
| Vestia Personal Wealth Advisors | 0.26% | Reduce -1.2% | 6,106 | $509K |
| Graetz Wealth LLC | 0.46% | — | 6,116 | $505K |
| Kelman-Lazarov, Inc. | 0.07% | Add +0.1% | 6,086 | $502K |
| RDA Financial Network | 0.12% | Reduce -0.5% | 6,074 | $501K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $494K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 5,875 | $485K |
| Intrepid Financial Planning Group LLC | 0.18% | Reduce -0.9% | 5,793 | $478K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Add +0.1% | 5,752 | $475K |
| Keystone Financial Group | 0.04% | Add +0.1% | 5,737 | $473K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +58.0% | 5,735 | $473K |
| One Wealth Map LLC | 0.24% | No change | 5,594 | $472K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -1.4% | 5,709 | $471K |
| Colonial River Investments, LLC | 0.17% | Reduce -23.5% | 5,680 | $469K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -20.6% | 5,644 | $466K |
| Fusion Capital, LLC | 0.13% | Reduce -3.8% | 5,578 | $460K |
| Ridgeline Wealth, LLC | 0.32% | Add +0.4% | 5,514 | $455K |
| Raleigh Capital Management Inc. | 0.16% | Add +1.1% | 5,459 | $450K |
| Mgo One Seven LLC | 0.01% | No change | 5,454 | $450K |
| Retirement Planning Group, LLC | 0.01% | Add +21.0% | 5,445 | $449K |
| Vawter Financial, Ltd. | 0.19% | No change | 5,431 | $448K |
| Partnership Wealth Management, LLC | 0.32% | Add +3.0% | 5,422 | $447K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -0.2% | 5,380 | $444K |
| Stone Wealth Partners | 0.40% | — | 5,378 | $444K |
| Howard Wealth Management, LLC | 0.19% | Reduce -3.4% | 5,306 | $438K |
| Higgins & Schmidt Wealth Strategies LLC | 0.21% | Reduce -0.8% | 5,276 | $435K |
| Crew Capital Management, Ltd | 0.27% | Add +1.4% | 5,275 | $435K |
| Firethorn Wealth Partners, LLC | 0.16% | Reduce -0.8% | 5,236 | $432K |
| Synergy Investment Management, LLC | 0.15% | Add +0.1% | 5,201 | $429K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.5% | 5,187 | $428K |
| Attessa Capital LLC | 0.23% | Reduce -1.0% | 5,181 | $427K |
| Fourpath Capital Management, LLC | 0.06% | Reduce -11.0% | 5,155 | $425K |
| Waystone Advisors LLC | 0.36% | — | 5,146 | $425K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $421K |
| Seven Springs Wealth Group, LLC | 0.12% | No change | 5,091 | $420K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -26.0% | 5,031 | $415K |
| Lloyd Advisory Services, LLC. | 0.16% | Add +30.4% | 5,028 | $415K |
| Invesco Ltd. | 0.00% | New | 5,000 | $413K |
| Arq Wealth Advisors, LLC | 0.11% | Reduce -0.5% | 4,963 | $409K |
| Range Advisory, LLC | 0.10% | — | 4,920 | $406K |
| Post Resch Tallon Group Inc. | 0.34% | Add +0.9% | 4,904 | $405K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.5% | 4,793 | $403K |
| Howard Bailey Securities, LLC | 0.16% | Reduce -17.1% | 4,862 | $401K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.7% | 4,859 | $401K |
| Wilson & Boucher Capital Management, LLC | 0.26% | No change | 4,800 | $396K |
| Empowered Funds, LLC | 0.01% | New | 4,796 | $396K |
| Trademark Financial Management, LLC | 0.22% | Add +25.3% | 4,794 | $396K |
| HRT Financial LP | 0.00% | Reduce -91.0% | 4,781 | $394K |
| Wedmont Private Capital | 0.01% | No change | 4,676 | $391K |
| Outlook Wealth Advisors, LLC | 0.09% | Reduce -3.0% | 4,723 | $390K |
| Triumph Capital Management | 0.08% | Reduce -0.2% | 4,718 | $389K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.3% | 4,710 | $389K |
| Adams Wealth Management | 0.08% | Reduce -12.3% | 4,666 | $385K |
| Gradient Capital Advisors, LLC | 0.10% | Reduce -2.1% | 4,615 | $381K |
| Gross & Hartman Investments LLC | 0.22% | — | 4,607 | $380K |
| Summit Financial, LLC | 0.01% | New | 4,562 | $376K |
| Sherman Wealth Management LLC | 0.33% | — | 4,536 | $374K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +12.4% | 4,519 | $373K |
| Broadway Wealth Solutions, Inc. | 0.20% | Reduce -2.1% | 4,509 | $372K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.7% | 4,487 | $370K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $365K |
| Beacon Capital Management, LLC | 0.06% | Reduce -13.5% | 4,415 | $364K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 4,314 | $356K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,304 | $355K |
| Falcon Wealth Planning | 0.03% | Reduce -0.5% | 4,284 | $353K |
| Balance Wealth Partners LLC | 0.11% | New | 4,268 | $352K |
| BCK Partners, Inc. | 0.19% | Reduce -14.8% | 4,242 | $350K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -1.0% | 4,223 | $348K |
| HUB Investment Partners, LLC | 0.01% | Reduce -34.0% | 4,201 | $347K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -7.9% | 4,192 | $346K |
| Washburn Capital Management, Inc. | 0.19% | No change | 4,175 | $344K |
| IFP Advisors, Inc | 0.01% | Reduce -2.2% | 4,156 | $343K |
| Legacy Wealth Management, LLC / MS | 0.09% | Add +4.7% | 4,155 | $343K |
| Integrated Advisors Network LLC | 0.01% | Reduce -2.8% | 4,029 | $332K |
| Balboa Wealth Partners | 0.05% | No change | 4,000 | $330K |
| Core Wealth Management, Inc. | 0.10% | New | 3,906 | $322K |
| Gambit Capital Management, LLC | 0.23% | — | 3,899 | $322K |
| Orin Green Financial, LLC | 0.13% | No change | 3,890 | $321K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -58.4% | 3,870 | $319K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.0% | 3,832 | $316K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.3% | 5,656 | $315K |
| Brewster Financial Planning LLC | 0.19% | No change | 3,821 | $315K |
| Efficient Advisors, LLC | 0.02% | New | 3,821 | $315K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $315K |
| Paragon Financial Partners, Inc. | 0.19% | Reduce -7.1% | 3,813 | $315K |
| OMNI 360 Wealth, Inc. | 0.16% | Reduce -18.9% | 3,684 | $309K |
| Range Financial Group LLC | 0.11% | Add +6.2% | 3,730 | $308K |
| Midwest Trust Co | 0.00% | New | 3,726 | $307K |
| Altar Rock LLC | 0.37% | — | 3,707 | $306K |
| Future Financial Wealth Managment LLC | 0.20% | Reduce -0.2% | 3,679 | $303K |
| Emergent Wealth Advisors, LLC | 0.17% | Add +0.6% | 3,659 | $302K |
| Accurate Wealth Management, LLC | 0.04% | Add +30.5% | 3,580 | $301K |
| Kilter Group LLC | 0.13% | Add +0.3% | 3,631 | $300K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 3,606 | $297K |
| One Wealth Advisors, LLC | 0.04% | No change | 3,596 | $297K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,672 | $296K |
| Focused Wealth Management, Inc | 0.03% | Reduce -4.0% | 3,583 | $296K |
| F/m Investments LLC | 0.01% | No change | 3,582 | $295K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -1.3% | 3,540 | $292K |
| KPP Advisory Services LLC | 0.04% | Reduce -6.3% | 3,527 | $291K |
| Aspen Wealth Management LLC | 0.06% | Add +0.0% | 3,515 | $290K |
| FSA Advisors, Inc. | 0.20% | New | 3,443 | $290K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 3,510 | $290K |
| CRA Financial Services, LLC | 0.04% | Add +0.0% | 3,440 | $284K |
| McNaughton Wealth Management, LLC | 0.12% | Reduce -0.1% | 3,435 | $283K |
| XY Planning Network, Inc. | 0.05% | New | 3,418 | $282K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -3.6% | 3,416 | $282K |
| Kestra Investment Management, LLC | 0.01% | Reduce -4.2% | 3,377 | $279K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +10.6% | 3,363 | $277K |
| Client 1ST Advisory Group, LLC | 0.09% | Add +24.7% | 3,300 | $272K |
| Buska Wealth Management, LLC | 0.10% | No change | 3,278 | $270K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 3,260 | $269K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,228 | $266K |
| WFA of San Diego, LLC | 0.19% | Reduce -0.5% | 3,217 | $265K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.5% | 3,205 | $264K |
| World Equity Group, Inc. | 0.07% | Reduce -14.1% | 3,197 | $264K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,190 | $263K |
| Kaufman Rossin Wealth, LLC | 0.14% | No change | 3,177 | $262K |
| Meridian Wealth Management, LLC | 0.01% | Add +18.4% | 3,176 | $262K |
| Two Sigma Securities, LLC | 0.04% | Reduce -5.3% | 3,163 | $261K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.2% | 3,134 | $259K |
| Advisor Resource Council | 0.09% | New | 3,052 | $257K |
| CX Institutional | 0.01% | Reduce -17.7% | 3,064 | $253K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,030 | $250K |
| Vanguard Group Inc. | 0.00% | New | 3,019 | $249K |
| Bokf, NA | 0.00% | No change | 3,000 | $248K |
| Bank of Montreal | 0.00% | Add +31.6% | 2,997 | $247K |
| SMI Advisory Services, LLC | 0.04% | Reduce -15.1% | 2,926 | $247K |
| Sightline Wealth Advisors, LLC | 0.10% | Reduce -46.3% | 2,942 | $243K |
| Trevian Wealth Management LLC | 0.11% | No change | 2,927 | $241K |
| Blair William & Co. | 0.00% | Add +69.9% | 2,910 | $240K |
| Opes Wealth Management LLC | 0.04% | No change | 3,027 | $239K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 2,890 | $238K |
| US Bancorp \de | 0.00% | Add +16.2% | 2,879 | $238K |
| HB Wealth Management, LLC | 0.00% | No change | 2,856 | $236K |
| Atala Financial Inc | 0.15% | New | 1,710 | $235K |
| Commerce Bank | 0.00% | No change | 2,821 | $233K |
| Parisi Gray Wealth Management | 0.05% | Add +0.6% | 2,804 | $231K |
| HBE Wealth Management, LLC | 0.22% | — | 2,800 | $231K |
| Victory Financial Group, LLC | 0.03% | Reduce -3.5% | 2,778 | $229K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,776 | $229K |
| Montag A & Associates Inc. | 0.01% | Add +56.6% | 2,750 | $227K |
| Hunter Associates Investment Management LLC | 0.03% | New | 2,750 | $226K |
| Hoese & Co LLP | 0.16% | No change | 2,721 | $224K |
| MBM Wealth Consultants, LLC | 0.05% | No change | 2,716 | $224K |
| Plus Group Wealth Advisors LLC | 0.25% | — | 2,714 | $224K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,602 | $215K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,576 | $213K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -49.1% | 2,576 | $213K |
| Quarry Hill Advisors, LLC | 0.10% | No change | 2,545 | $210K |
| Savvy Advisors, Inc. | 0.01% | New | 2,522 | $208K |
| Lanark Financial, Inc. | 0.02% | No change | 2,520 | $208K |
| Truepoint, Inc. | 0.00% | Reduce -54.6% | 2,491 | $206K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,486 | $205K |
| JNBA Financial Advisors | 0.02% | Reduce -0.4% | 2,478 | $204K |
| Alchemi Wealth, LLC | 0.11% | — | 2,465 | $203K |
| Congress Asset Management Co. | 0.00% | Reduce -12.5% | 2,431 | $201K |
| Arax Advisory Partners | 0.01% | New | 2,354 | $194K |
| MAI Capital Management | 0.00% | No change | 2,308 | $190K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,298 | $190K |
| Longview Financial Advisors LLC | 0.10% | No change | 2,239 | $185K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -12.0% | 2,199 | $181K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,071 | $171K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,034 | $168K |
| Copia Wealth Management | 0.12% | Reduce -2.1% | 2,005 | $165K |
| Sherman Asset Management, Inc. | 0.14% | No change | 1,973 | $163K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +95.8% | 1,944 | $160K |
| Sankala Group LLC | 0.13% | — | 1,884 | $157K |
| Ameriflex Group, Inc. | 0.08% | New | 1,810 | $149K |
| Glenmede Trust Co. NA | 0.00% | — | 1,789 | $148K |
| Fifth Third Bancorp | 0.00% | No change | 1,576 | $130K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,529 | $126K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,507 | $124K |
| SHP Wealth Management | 0.01% | — | 1,484 | $122K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 1,467 | $121K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.8% | 1,466 | $121K |
| Bessemer Group Inc. | 0.00% | Add +6.1% | 1,430 | $118K |
| Signature Equity Partners, LLC | 0.06% | — | 1,370 | $113K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $92K |
| WealthCollab, LLC | 0.04% | No change | 1,106 | $91K |
| Grand Wealth Management, LLC | 0.04% | No change | 1,095 | $90K |
| Tidemark, LLC | 0.03% | Reduce -4.8% | 1,064 | $88K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,058 | $87K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $87K |
| Compass Financial Services Inc | 0.04% | Add +0.3% | 1,051 | $87K |
| Toth Financial Advisory Corp. | 0.01% | No change | 976 | $81K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 915 | $75K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Reduce -1.3% | 903 | $74K |
| TD Private Client Wealth LLC | 0.00% | New | 875 | $72K |
| SJS Investment Consulting Inc. | 0.01% | New | 829 | $68K |
| Richardson Financial Services Inc. | 0.02% | Add +0.5% | 826 | $68K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.3% | 794 | $66K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 782 | $65K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 781 | $64K |
| NFSG Corp | 0.01% | No change | 740 | $61K |
| Crews Bank & Trust | 0.01% | Add +478.9% | 712 | $59K |
| Trust Co. of Toledo NA | 0.01% | No change | 609 | $50K |
| Essential Investment Partners LLC | 0.05% | — | 598 | $49K |
| Ancora Advisors LLC | 0.00% | No change | 584 | $48K |
| Legacy Wealth Managment, LLC | 0.02% | Add +966.7% | 576 | $48K |
| MCF Advisors LLC | 0.00% | New | 576 | $48K |
| Spire Wealth Management | 0.00% | Add +0.2% | 570 | $47K |
| Concord Wealth Partners | 0.01% | No change | 552 | $46K |
| MGB Wealth Management, LLC | 0.01% | No change | 500 | $42K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 500 | $41K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 497 | $41K |
| First Pacific Financial | 0.01% | New | 495 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 491 | $41K |
| Timmons Wealth Management, LLC | 0.04% | — | 489 | $40K |
| Paladin Advisory Group, LLC | 0.03% | Reduce -9.7% | 486 | $40K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 483 | $40K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 451 | $37K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $36K |
| Smartleaf Asset Management LLC | 0.00% | New | 423 | $35K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 426 | $35K |
| Anfield Capital Management, LLC | 0.01% | Add +0.2% | 422 | $35K |
| Kingdom Financial Group LLC. | 0.01% | New | 395 | $33K |
| Operose Advisors LLC | 0.01% | No change | 392 | $32K |
| Wellington Grp LLC | 0.01% | — | 374 | $31K |
| ORG Partners LLC | 0.01% | New | 360 | $30K |
| Topsail Wealth Management, LLC | 0.00% | No change | 355 | $29K |
| Security National Bank | 0.00% | New | 353 | $29K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 341 | $28K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -93.0% | 327 | $27K |
| Nova Wealth Management, Inc. | 0.02% | No change | 327 | $27K |
| GGM Financial LLC | 0.01% | Add +0.3% | 324 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $25K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 289 | $24K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 276 | $23K |
| Abound Wealth Management | 0.01% | No change | 271 | $22K |
| SageView Advisory Group, LLC | 0.00% | New | 263 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $22K |
| Coston, McIsaac & Partners | 0.00% | No change | 262 | $21K |
| Woodside Wealth Management LLC | 0.01% | No change | 242 | $20K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 236 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 231 | $19K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $17K |
| Financial Consulate, Inc. | 0.00% | No change | 194 | $16K |
| Meramec Financial Planners, LLC | 0.01% | — | 175 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $14K |
| National Bank of Canada | 0.00% | No change | 166 | $14K |
| Tsfg, LLC | 0.00% | No change | 155 | $13K |
| Caldwell Trust Co | 0.00% | No change | 150 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 139 | $11K |
| Eastern Bank | 0.00% | New | 135 | $11K |
| Resources Management Corp. /CT/ | 0.00% | New | 130 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 128 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 124 | $10K |
| Oakworth Capital, Inc. | 0.00% | No change | 106 | $9K |
| Tower View Wealth Management LLC | 0.00% | Add +1.0% | 102 | $8K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -32.4% | 100 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -21.9% | 96 | $8K |
| Wagner Wealth Management, LLC | 0.00% | New | 94 | $8K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $7K |
| Raelipskie Partnership | 0.00% | Reduce -60.9% | 75 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 69 | $6K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 64 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 56 | $5K |
| Hoey Investments, Inc. | 0.00% | New | 56 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 55 | $5K |
| Key Financial Inc | 0.00% | New | 55 | $5K |
| Crewe Advisors LLC | 0.00% | New | 55 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $4K |
| Merited Wealth, LLC | 0.00% | — | 50 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 50 | $4K |
| Rossby Financial, LCC | 0.00% | Add +77.8% | 48 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 47 | $4K |
| Networth Advisors, LLC | 0.00% | — | 32 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 21 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 13 | $1K |
| Barrett & Company, Inc. | 0.00% | New | 12 | $993 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 12 | $990 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 8 | $660 |
| EPG Wealth Management LLC | 0.00% | No change | 8 | $660 |
| Advocate Investing Services LLC | 0.00% | — | 7 | $578 |
| Affinity Wealth LLC | 0.00% | No change | 7 | $578 |
| Ironwood Wealth Management, LLC. | 0.00% | New | 5 | $413 |
| Benson Wealth Management INC | 0.00% | — | 2 | $165 |
"% of holder's portfolio" is SPTM's weight in each manager's 13F, not the share of SS SPDR P S&P 1500 Comp ETF the manager owns.