SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q1 2026 (March 31)749holders +12
53new positions
40sold out
2famous investors
$79.52avg. 13F price*
At the end of Q1 2026, 749 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 12 from Q4 2025. 53 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($672.2M), Assetmark, Inc. ($429.8M) and Creative Planning ($326.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $208.7M |
| Exits | 40 | $109.8M |
All 13F filers, Q4 2025 → Q1 2026: 9,413,971 shares bought and 8,066,709 shares sold, net +1,347,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 749 holders
| LPL Financial LLC | 0.18% | Add +2.4% | 8,501,799 | $672.2M |
| Assetmark, Inc. | 0.88% | Add +97.8% | 5,436,214 | $429.8M |
| Creative Planning | 0.22% | Add +28.7% | 4,126,427 | $326.2M |
| Cwm, LLC | 0.70% | Add +2.5% | 3,349,506 | $264.8M |
| Private Advisor Group, LLC | 1.15% | Reduce -3.4% | 3,093,207 | $244.5M |
| Valmark Advisers, Inc. | 2.76% | Add +2.5% | 2,939,835 | $232.4M |
| Tidal Investments LLC | 0.71% | Add +3.0% | 2,895,155 | $228.9M |
| Wealthcare Advisory Partners LLC | 3.98% | Add +1.8% | 2,586,827 | $204.5M |
| Hughes Financial Services, LLC | 20.31% | Add +3.9% | 1,671,941 | $132.2M |
| Professional Financial Advisors, LLC | 24.67% | Reduce -6.5% | 1,532,743 | $121.2M |
| Morgan Stanley | 0.01% | Add +6.9% | 1,530,737 | $121.0M |
| Osaic Holdings, Inc. | 0.17% | Reduce -1.9% | 1,437,450 | $113.6M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -27.7% | 1,405,129 | $112.1M |
| Syntegra Private Wealth Group, LLC | 10.61% | Reduce -3.9% | 1,412,447 | $111.7M |
| Modern Wealth Management, LLC | 1.90% | Reduce -4.0% | 1,385,835 | $110.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.9% | 1,275,581 | $100.8M |
| Keener Financial Planning LLC | 36.11% | Add +5.8% | 1,086,692 | $85.9M |
| Allworth Financial LP | 0.34% | Add +3.2% | 1,071,583 | $84.7M |
| ARS Wealth Advisors Group, LLC | 6.89% | Add +1.2% | 1,032,092 | $81.6M |
| Wells Fargo & Company | 0.02% | Reduce -2.4% | 1,026,149 | $81.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -34.9% | 1,011,111 | $79.9M |
| Bank of America Corp. | 0.01% | Reduce -24.5% | 973,384 | $77.0M |
| Rockbridge Investment Management, LCC | 6.63% | Reduce -1.7% | 933,841 | $73.8M |
| Independent Advisor Alliance | 0.77% | New | 903,126 | $71.4M |
| Coldstream Capital Management Inc. | 0.87% | New | 494,999 | $70.4M |
| Legacy Private Trust Co. | 4.33% | Reduce -0.8% | 885,980 | $70.0M |
| Wealthquest Corp | 4.83% | Add +2.3% | 861,002 | $68.1M |
| Financial Strategies Group, Inc. | 11.28% | Add +3.7% | 776,616 | $67.4M |
| Voisard Asset Management Group, Inc. | 14.17% | Add +6.2% | 840,283 | $66.4M |
| Rosenberg Matthew Hamilton | 13.37% | Add +4.0% | 825,503 | $65.3M |
| Blueprint Investment Partners LLC | 6.11% | Reduce -27.6% | 757,846 | $59.9M |
| Raymond James Financial Inc. | 0.02% | Add +17.0% | 752,005 | $59.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.57% | Add +2.5% | 750,934 | $59.4M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +1.8% | 749,923 | $59.3M |
| Shepherd Financial Partners LLC | 5.60% | Add +3.6% | 746,648 | $59.0M |
| Cerity Partners LLC | 0.08% | Reduce -0.5% | 742,992 | $58.7M |
| B.O.S.S. Retirement Advisors, LLC | 17.05% | Add +25.1% | 707,527 | $55.9M |
| Weitzel Financial Services, Inc. | 20.35% | Add +1.1% | 678,821 | $54.0M |
| Advisors Capital Management, LLC | 0.61% | Add +3.1% | 649,255 | $51.3M |
| AQR Capital Management | 0.02% | Add +2.2% | 638,870 | $50.5M |
| Winch Advisory Services, LLC | 10.75% | Reduce -0.2% | 595,816 | $47.1M |
| CVFG LLC | 5.74% | New | 584,153 | $46.2M |
| Stratos Wealth Partners, LTD. | 0.51% | Reduce -40.7% | 562,548 | $44.5M |
| Aquire Wealth Advisors, LLC | 10.11% | Reduce -6.1% | 485,989 | $38.4M |
| GM Advisory Group, LLC | 1.47% | Add +0.9% | 482,264 | $38.1M |
| Symphony Financial, Ltd. Co. | 4.97% | Reduce -18.7% | 481,279 | $37.5M |
| Equitable Holdings, Inc. | 0.24% | Add +15.2% | 449,400 | $37.1M |
| Geneos Wealth Management Inc. | 0.85% | Add +5.0% | 465,482 | $36.8M |
| Winthrop Advisory Group LLC | 3.00% | Add +1.9% | 464,256 | $36.7M |
| Kingsview Wealth Management, LLC | 0.50% | Add +7.3% | 462,465 | $36.6M |
| N.E.W. Advisory Services LLC | 2.70% | Add +2.5% | 456,136 | $36.1M |
| Cetera Investment Advisers | 0.04% | Add +58.6% | 443,363 | $35.1M |
| Rialto Wealth Management, LLC | 7.58% | Add +4.3% | 426,768 | $33.7M |
| Treasure Coast Financial Planning | 16.96% | Reduce -0.5% | 416,689 | $32.9M |
| Blueprint Financial Advisors LLC | 4.86% | Reduce -21.1% | 414,554 | $32.8M |
| Park Avenue Securities LLC | 0.26% | Reduce -1.1% | 414,084 | $32.7M |
| Woodard & Co. Asset Management Group Inc. | 5.21% | Reduce -29.8% | 411,814 | $32.6M |
| Focus Partners Wealth | 0.04% | Add +0.4% | 399,669 | $31.6M |
| Jaffetilchin Investment Partners, LLC | 1.87% | Reduce -24.4% | 398,442 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +16.8% | 393,149 | $30.2M |
| HighPoint Advisor Group LLC | 1.23% | Reduce -4.3% | 370,999 | $29.3M |
| Rinkey Investments | 7.39% | Reduce -0.8% | 365,339 | $28.9M |
| Jacobi Capital Management LLC | 1.61% | Add +4.4% | 363,505 | $28.7M |
| Owl Creek Wealth Partners LLC | 10.03% | — | 356,002 | $28.1M |
| Financial Planning Fort Collins, LLC | 21.53% | Add +2.6% | 317,457 | $27.5M |
| Boston Standard Wealth Management, LLC | 4.38% | Add +0.9% | 336,170 | $26.8M |
| Gateway Wealth Partners, LLC | 1.00% | Add +113.2% | 326,097 | $25.8M |
| RFG Advisory, LLC | 0.46% | Reduce -9.0% | 318,155 | $25.2M |
| Money Concepts Capital Corp. | 1.38% | Add +6.4% | 314,766 | $24.9M |
| Navigation Group, LLC | 5.76% | — | 311,102 | $24.6M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Reduce -3.7% | 305,762 | $24.2M |
| Fox Financial, Inc | 19.59% | Reduce -0.4% | 303,648 | $24.0M |
| RVW Wealth, LLC | 1.86% | Reduce -1.8% | 302,469 | $23.9M |
| DORVAL Corp | 7.17% | Reduce -8.1% | 292,442 | $23.1M |
| Bridgewealth Advisory Group, LLC | 4.73% | Add +8.9% | 288,385 | $22.8M |
| SigFig Wealth Management, LLC | 0.67% | Reduce -1.0% | 288,268 | $22.8M |
| Abound Financial, LLC | 9.94% | Reduce -9.1% | 287,728 | $22.7M |
| Zhang Financial LLC | 0.77% | Add +7.4% | 283,279 | $22.4M |
| Wall Capital Group, Inc. | 23.29% | Add +39.9% | 275,965 | $21.8M |
| Waverly Advisors, LLC | 0.16% | Reduce -14.0% | 274,523 | $21.7M |
| Beacon Capital Management, Inc. | 1.22% | Add +6.2% | 273,758 | $21.6M |
| Mariner, LLC | 0.02% | Add +15.1% | 261,458 | $20.7M |
| AssuredPartners Investment Advisors, LLC | 2.16% | Add +0.9% | 247,434 | $19.8M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +281.0% | 248,618 | $19.7M |
| BIP Wealth, LLC | 0.80% | Reduce -8.6% | 247,384 | $19.6M |
| Annex Advisory Services, LLC | 0.36% | Reduce -1.6% | 240,396 | $19.0M |
| Compass Financial Group, INC | 2.65% | Reduce -2.0% | 240,018 | $19.0M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 231,614 | $18.3M |
| Parallel Advisors, LLC | 0.32% | Reduce -5.5% | 224,797 | $17.8M |
| Capasso Planning Partners LLC | 9.07% | Add +8.3% | 212,710 | $16.8M |
| Roble, Belko & Company, Inc | 2.12% | Reduce -15.0% | 210,628 | $16.7M |
| MPWM Advisory Solutions, LLC | 8.74% | Add +2.3% | 208,592 | $16.5M |
| Pure Financial Advisors, LLC | 0.24% | Reduce -2.0% | 205,297 | $16.2M |
| HBW Advisory Services LLC | 1.69% | Add +0.7% | 202,760 | $16.0M |
| Fourth Dimension Wealth, LLC | 5.88% | Add +9.0% | 196,202 | $15.5M |
| Snowden Capital Advisors LLC | 0.40% | Add +1.9% | 188,302 | $14.9M |
| AlphaCore Capital LLC | 0.35% | Reduce -10.3% | 188,259 | $14.9M |
| Mueller Wealth, LLC | 11.78% | Reduce -1.5% | 186,804 | $14.8M |
| Facet Wealth, Inc. | 0.25% | Add +4.5% | 181,575 | $14.4M |
| Great Lakes Advisors, LLC | 0.12% | Reduce -3.6% | 180,319 | $14.3M |
| IAG Wealth Partners, LLC | 1.56% | Reduce -2.1% | 176,720 | $14.0M |
| Clearstead Advisors, LLC | 0.13% | Add +1030.1% | 173,087 | $13.7M |
| Cornerstone Financial Group, LLC | 8.74% | Add +6.2% | 155,676 | $13.6M |
| Arete Wealth Advisors, LLC | 1.01% | Add +3.4% | 171,376 | $13.5M |
| Bensler, LLC | 1.39% | Add +1.7% | 170,744 | $13.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.6% | 168,782 | $13.3M |
| Atlas Private Wealth Advisors | 3.10% | Add +14.6% | 166,770 | $13.2M |
| Ervin Investment Management, LLC | 7.67% | Add +2.5% | 165,710 | $13.1M |
| Strategic Investment Advisors / MI | 0.88% | Add +171.6% | 160,522 | $12.7M |
| XML Financial, LLC | 1.02% | Add +1.3% | 160,153 | $12.7M |
| Royal Harbor Partners, LLC | 4.25% | Reduce -31.0% | 158,736 | $12.5M |
| Portfolio Strategies, Inc. | 1.52% | Reduce -0.8% | 155,228 | $12.3M |
| Lido Advisors, LLC | 0.05% | Add +13.8% | 153,512 | $12.1M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -7.5% | 152,060 | $12.1M |
| Eclectic Associates Inc. | 1.57% | Add +84.2% | 149,781 | $11.8M |
| Sentinel Pension Advisors, LLC | 1.70% | Reduce -2.0% | 145,418 | $11.5M |
| UBS Group AG | 0.00% | Reduce -2.2% | 145,237 | $11.5M |
| TD Capital Management LLC | 1.03% | Add +2.8% | 144,319 | $11.4M |
| Evensky & Katz LLC | 0.64% | Reduce -4.2% | 141,417 | $11.2M |
| Spartan Planning & Wealth Management | 8.20% | Reduce -33.8% | 140,234 | $11.1M |
| G&S Capital LLC | 3.89% | Reduce -8.2% | 140,037 | $11.1M |
| Balefire, LLC | 2.08% | Reduce -36.7% | 139,934 | $11.1M |
| M3 Wealth Management, LLC | 8.39% | Add +7.7% | 137,835 | $10.9M |
| Balentine LLC | 0.44% | Reduce -2.5% | 137,544 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -61.0% | 135,272 | $10.7M |
| Retirement Capital Strategies | 3.98% | Reduce -1.2% | 133,080 | $10.5M |
| Investors Research Corp | 1.99% | Reduce -6.5% | 131,905 | $10.4M |
| Redwood Financial Network Corp | 6.69% | Add +1.2% | 129,099 | $10.2M |
| Cabot Wealth Management Inc. | 1.17% | Add +27.6% | 128,874 | $10.2M |
| IRON Financial LLC | 4.45% | Add +0.1% | 128,815 | $10.2M |
| Western Wealth Management, LLC | 0.39% | Add +15.8% | 127,942 | $10.1M |
| Beacon Financial Group | 1.00% | Reduce -0.4% | 126,650 | $10.0M |
| Freedom Day Solutions, LLC | 2.64% | Reduce -1.9% | 124,335 | $9.8M |
| Quantinno Capital Management LP | 0.02% | Add +87.0% | 122,642 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -36.5% | 121,172 | $9.6M |
| Summit Investment Advisory Services, LLC | 3.48% | Reduce -21.8% | 118,567 | $9.4M |
| Independent Financial Group, LLC | 0.21% | Add +0.4% | 118,409 | $9.4M |
| FMR LLC | 0.00% | Add +11.8% | 117,590 | $9.3M |
| VestGen Advisors, LLC | 0.25% | Reduce -10.0% | 99,469 | $8.9M |
| Exchange Traded Concepts, LLC | 0.07% | Add +110119.0% | 110,219 | $8.7M |
| Aldebaran Financial Inc. | 7.84% | Add +6.0% | 104,353 | $8.3M |
| Sterneck Capital Management, LLC | 3.63% | Add +4.8% | 102,183 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +789.5% | 100,770 | $8.0M |
| Cascade Investment Group, Inc. | 5.22% | Add +3.3% | 100,279 | $7.9M |
| Capital Analysts, LLC | 0.21% | Reduce -0.7% | 98,844 | $7.8M |
| FreeGulliver LLC | 3.29% | Add +1.9% | 98,584 | $7.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -5.4% | 97,742 | $7.7M |
| Tempus Wealth Planning, LLC | 1.75% | Reduce -1.1% | 96,528 | $7.6M |
| Cannon Financial Strategists, Inc. | 1.00% | Add +10.0% | 96,331 | $7.6M |
| Isthmus Partners, LLC | 0.79% | Add +6.1% | 95,083 | $7.5M |
| Advisory Services Network, LLC | 0.10% | Reduce -11.2% | 93,412 | $7.4M |
| Breakwater Investment Management | 2.73% | Add +1.9% | 92,755 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +32.6% | 89,740 | $7.1M |
| Private Wealth Group, LLC | 3.23% | Add +7.3% | 87,634 | $6.9M |
| SFG Wealth Management, LLC. | 2.81% | Add +0.3% | 86,206 | $6.8M |
| Mutual Advisors, LLC | 0.15% | Add +2.5% | 85,878 | $6.8M |
| Wealth Alliance Advisory Group, LLC | 1.07% | Reduce -15.2% | 85,112 | $6.7M |
| Capital Group Private Client Services, Inc. | 0.11% | No change | 84,925 | $6.7M |
| Integrated Capital Management, Inc. | 4.42% | Reduce -4.4% | 84,091 | $6.6M |
| True Blue Financial, LLC | 5.18% | Add +10.6% | 83,197 | $6.6M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -0.9% | 82,209 | $6.5M |
| Aerodigm Wealth, LLC | 2.42% | Reduce -0.4% | 81,364 | $6.4M |
| Atria Investments, Inc | 0.07% | Reduce -2.8% | 80,893 | $6.4M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +11.3% | 78,951 | $6.2M |
| Roundview Capital LLC | 0.39% | Add +2.1% | 78,476 | $6.2M |
| Savant Capital, LLC | 0.03% | Reduce -2.6% | 78,394 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +20.5% | 76,505 | $6.0M |
| Brady Martz Wealth Solutions, LLC | 1.02% | No change | 76,076 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +9.8% | 77,472 | $6.0M |
| Cary Street Partners Financial LLC | 0.15% | Reduce -5.3% | 74,652 | $5.9M |
| PAX Financial Group, LLC | 1.00% | Reduce -5.2% | 74,079 | $5.9M |
| Two Sigma Investments, LP | 0.01% | Add +143.1% | 73,900 | $5.8M |
| Larson Financial Group LLC | 0.18% | Reduce -14.4% | 69,088 | $5.5M |
| Values Added Financial LLC | 2.28% | Reduce -0.5% | 68,612 | $5.4M |
| IHT Wealth Management, LLC | 0.13% | Add +0.6% | 68,145 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +17.4% | 68,030 | $5.3M |
| Captrust Financial Advisors | 0.01% | Add +1.6% | 67,243 | $5.3M |
| CGN Advisors LLC | 0.42% | Add +11.7% | 66,986 | $5.3M |
| Little House Capital LLC | 1.36% | Reduce -41.7% | 66,581 | $5.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +5.4% | 66,024 | $5.2M |
| LVM Capital Management Ltd. | 0.49% | Add +2.5% | 65,631 | $5.2M |
| Trinity Wealth Management, LLC | 1.86% | Add +0.1% | 64,097 | $5.1M |
| JT Stratford LLC | 0.64% | Reduce -17.5% | 63,083 | $5.0M |
| Principia Wealth Advisory, LLC | 2.82% | Reduce -20.9% | 62,888 | $5.0M |
| Apeiron RIA LLC | 1.15% | Add +10.3% | 62,712 | $5.0M |
| Sheets Smith Wealth Management | 0.56% | Add +37.8% | 62,577 | $4.9M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -0.0% | 62,504 | $4.9M |
| Legacy Capital Group California, Inc. | 1.85% | Reduce -10.9% | 61,455 | $4.9M |
| Maridea Wealth Management LLC | 0.71% | Reduce -2.6% | 61,224 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Add +0.8% | 60,324 | $4.8M |
| Medallion Wealth Advisors, LLC | 1.54% | Add +5.7% | 59,565 | $4.7M |
| Avior Wealth Management, LLC | 0.13% | Add +11.0% | 59,247 | $4.7M |
| Harbour Investments, Inc. | 0.07% | Reduce -3.2% | 58,659 | $4.6M |
| Andrews Advisory Associates, LLC | 2.43% | Reduce -11.2% | 58,426 | $4.6M |
| Austin Wealth Management, LLC | 1.05% | Add +1.1% | 57,637 | $4.6M |
| Collaborative Wealth Managment Inc. | 2.11% | Reduce -40.8% | 57,934 | $4.6M |
| TKG Advisors, LLC | 1.88% | Reduce -9.4% | 57,615 | $4.6M |
| Cambient Family Office, LLC | 0.63% | Add +25.2% | 57,447 | $4.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +79.7% | 56,115 | $4.4M |
| Wbi Investments, LLC | 1.20% | Reduce -8.3% | 55,114 | $4.4M |
| Millington Securities, LLC | 1.20% | — | 55,114 | $4.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.24% | Add +99.5% | 52,984 | $4.2M |
| Evercore Wealth Management, LLC | 0.07% | Add +9.4% | 52,608 | $4.2M |
| Beam Wealth Advisors, Inc. | 1.02% | Reduce -4.7% | 51,726 | $4.1M |
| Arkadios Wealth Advisors | 0.07% | Add +439.3% | 51,684 | $4.1M |
| OneDigital Investment Advisors LLC | 0.04% | Add +30.7% | 51,487 | $4.1M |
| Fullerton Advisors, LLC | 4.20% | Reduce -15.6% | 51,280 | $4.1M |
| Perennial Investment Advisors, LLC | 0.32% | Reduce -6.0% | 51,155 | $4.0M |
| Dagco, Inc. | 0.85% | Reduce -13.8% | 49,549 | $3.9M |
| Advisor OS, LLC | 0.28% | Reduce -5.0% | 49,490 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.74% | Reduce -4.4% | 47,424 | $3.9M |
| MJP Associates Inc. | 0.47% | Reduce -4.5% | 49,122 | $3.9M |
| Investment Planning Advisors, Inc. | 1.07% | Add +1.5% | 49,062 | $3.9M |
| Cardiff Park Advisors, LLC | 0.30% | Add +18.9% | 47,346 | $3.7M |
| Financial Solutions Advisory Group, Inc. | 0.51% | — | 46,876 | $3.7M |
| Bank of Hawaii | 0.19% | Reduce -1.0% | 46,044 | $3.6M |
| Vise Technologies, Inc. | 0.07% | No change | 43,821 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.48% | Add +15.7% | 45,586 | $3.6M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -15.9% | 44,753 | $3.5M |
| Wealth Advisory Solutions, LLC | 0.78% | Add +9.1% | 44,277 | $3.5M |
| Compass Financial Group, Inc. | 1.53% | Reduce -0.2% | 42,911 | $3.4M |
| Betterment LLC | 0.01% | Add +10.4% | 42,608 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 42,502 | $3.4M |
| KWB Wealth | 0.33% | Reduce -0.2% | 40,687 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.0% | 40,674 | $3.2M |
| Nicolet Bankshares Inc. | 0.12% | Add +127.5% | 39,712 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +1.6% | 39,599 | $3.1M |
| Quent Capital, LLC | 0.22% | Add +5.4% | 39,135 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 37,980 | $3.0M |
| Claro Advisors Inc. | 0.36% | Add +6.7% | 37,465 | $3.0M |
| Tudor Investment Corporation | 0.02% | Reduce -42.1% | 35,602 | $2.8M |
| Jackson, Grant Investment Advisers, Inc. | 0.92% | Add +4.6% | 34,887 | $2.8M |
| Twelve Points Wealth Management LLC | 0.61% | Add +21.6% | 34,885 | $2.8M |
| Ameritas Advisory Services, LLC | 0.11% | Add +65.7% | 34,657 | $2.7M |
| Pitcairn Wealth Advisors LLC | 0.25% | No change | 33,050 | $2.7M |
| Founders Financial Alliance, LLC | 0.49% | Add +2.5% | 34,357 | $2.7M |
| Petersen Hastings Wealth Advisors Inc. | 0.25% | Add +3.4% | 34,280 | $2.7M |
| Dogwood Wealth Management LLC | 1.17% | Reduce -0.7% | 34,056 | $2.7M |
| WCG Wealth Advisors LLC | 0.07% | Add +4.4% | 33,513 | $2.6M |
| Bawa N Mallick Trust | 1.08% | No change | 33,400 | $2.6M |
| Lane Brothers & Co. Inc. | 1.89% | Reduce -12.2% | 32,716 | $2.6M |
| Altus Wealth Group LLC | 1.05% | Reduce -3.8% | 32,541 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.3% | 32,047 | $2.5M |
| MidFirst Bank | 0.21% | Reduce -3.3% | 31,824 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +17.3% | 31,536 | $2.5M |
| Sfmg, LLC | 0.17% | No change | 31,434 | $2.5M |
| Financial Sense Advisors, Inc. | 0.57% | Reduce -16.0% | 31,038 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +21.3% | 30,410 | $2.4M |
| Financial Gravity Asset Management, Inc. | 0.43% | Reduce -5.1% | 30,383 | $2.4M |
| Westside Investment Management, Inc. | 0.36% | Reduce -2.4% | 29,953 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.52% | Reduce -2.5% | 29,536 | $2.3M |
| Advyzon Investment Management, LLC | 0.21% | Add +15.0% | 29,522 | $2.3M |
| OneAscent Financial Services LLC | 0.12% | New | 29,031 | $2.3M |
| Composition Wealth, LLC | 0.03% | Add +22.2% | 27,719 | $2.2M |
| Orca Investment Management, LLC | 1.86% | Add +3.3% | 27,624 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.9% | 27,584 | $2.2M |
| Northwest Wealth Management, LLC | 0.33% | Add +0.9% | 27,523 | $2.2M |
| Financial Enhancement Group LLC | 0.27% | Add +1.9% | 25,158 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -7.4% | 27,062 | $2.1M |
| Seeds Investor LLC | 0.29% | New | 24,971 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -78.2% | 26,541 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -20.1% | 26,534 | $2.1M |
| Destination Wealth Management | 0.05% | Reduce -1.4% | 26,460 | $2.1M |
| Red Mountain Financial, LLC | 1.96% | Reduce -0.4% | 26,272 | $2.1M |
| Jacksonville Wealth Management, LLC | 1.40% | Reduce -5.0% | 26,194 | $2.1M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.6% | 23,942 | $2.1M |
| WealthPlan Investment Management, LLC | 0.11% | Add +2.0% | 25,824 | $2.0M |
| LJI Wealth Management, LLC | 0.32% | Add +9.7% | 25,621 | $2.0M |
| Wealthcare Capital Management LLC | 0.20% | Add +16.7% | 25,594 | $2.0M |
| LexAurum Advisors, LLC | 0.26% | — | 25,506 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.33% | Reduce -9.8% | 25,427 | $2.0M |
| Flagstone Financial Management | 0.49% | No change | 25,023 | $2.0M |
| Stevens Capital Partners | 0.47% | Reduce -1.0% | 24,763 | $2.0M |
| Oakwell Private Wealth Management, LLC | 0.35% | Reduce -0.4% | 24,617 | $1.9M |
| Equita Financial Network, Inc. | 0.60% | Reduce -20.0% | 24,230 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +4.7% | 24,164 | $1.9M |
| Advance Capital Management, Inc. | 0.07% | Reduce -2.4% | 24,116 | $1.9M |
| &partners | 0.01% | Reduce -2.9% | 23,934 | $1.9M |
| Matauro, LLC | 0.27% | Reduce -4.1% | 23,598 | $1.9M |
| Sharper & Granite LLC | 0.64% | Reduce -9.5% | 23,586 | $1.9M |
| Solano Wealth Investment Advisors LLC | 0.93% | Reduce -8.9% | 23,532 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.4% | 23,429 | $1.9M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.1% | 23,312 | $1.8M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -0.2% | 23,101 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Add +37.5% | 23,093 | $1.8M |
| Seaside Wealth Management, Inc. | 0.51% | Reduce -0.1% | 22,779 | $1.8M |
| Auxano Advisors, LLC | 0.35% | New | 22,482 | $1.8M |
| Trilogy Capital Inc. | 0.08% | Add +2.8% | 22,070 | $1.7M |
| Mosaic Advisors LLC | 2.59% | No change | 19,863 | $1.7M |
| Semitam Bonam LLC | 1.40% | Add +1.9% | 21,720 | $1.7M |
| Broderick Brian C | 0.31% | Reduce -7.6% | 21,600 | $1.7M |
| Climber Capital SA | 1.12% | No change | 21,575 | $1.7M |
| Procyon Advisors, LLC | 0.08% | Reduce -0.3% | 21,478 | $1.7M |
| Novem Group | 0.19% | Add +2.4% | 21,257 | $1.7M |
| Moneco Advisors, LLC | 0.13% | Reduce -36.7% | 21,186 | $1.7M |
| Walsh & Associates, LLC | 1.65% | Add +7.9% | 21,076 | $1.7M |
| Decker Wealth Management LLC | 0.38% | Add +0.1% | 20,975 | $1.7M |
| Murphy & Mullick Capital Management Corp | 1.21% | Add +16.6% | 20,759 | $1.6M |
| Colton Groome Financial Advisors, LLC | 0.47% | Reduce -6.6% | 20,715 | $1.6M |
| Diversified Trust Co. | 0.03% | Add +0.0% | 20,625 | $1.6M |
| Alta Wealth Advisors LLC | 0.52% | Add +1.8% | 20,446 | $1.6M |
| FMA Wealth Management, LLC | 1.06% | Add +0.2% | 20,245 | $1.6M |
| Root Financial Partners, LLC | 0.07% | Reduce -4.9% | 19,917 | $1.6M |
| Wrenne Financial Planning LLC | 0.61% | Reduce -1.3% | 19,786 | $1.6M |
| Towercrest Capital Management | 0.24% | Reduce -0.4% | 19,740 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -0.4% | 19,591 | $1.5M |
| Center For Asset Management LLC | 0.76% | Add +105.8% | 19,376 | $1.5M |
| Omnitrust Wealth Management, Inc | 1.98% | Add +2.4% | 19,309 | $1.5M |
| Strategic Blueprint, LLC | 0.09% | Add +0.0% | 18,969 | $1.5M |
| McClarren Financial Advisors, Inc. | 0.89% | Add +309.8% | 18,966 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 18,725 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +3.9% | 18,662 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.20% | Reduce -0.7% | 18,633 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +12.8% | 18,388 | $1.5M |
| Astoria Strategic Wealth, Inc. | 0.37% | Add +4.8% | 18,331 | $1.4M |
| Virtue Capital Management, LLC | 0.22% | Reduce -23.1% | 18,742 | $1.4M |
| Wealthcare Capital Partners, LLC | 0.67% | Reduce -10.2% | 18,170 | $1.4M |
| Stewardship Advisors, LLC | 0.33% | No change | 17,895 | $1.4M |
| Telos Capital Management, Inc. | 0.14% | Reduce -0.2% | 17,824 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 17,819 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Add +0.2% | 17,640 | $1.4M |
| Koss-Olinger Consulting, LLC | 0.12% | New | 17,417 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.0% | 17,374 | $1.4M |
| Glenview Trust Co | 0.02% | No change | 17,293 | $1.4M |
| Armbruster Capital Management, Inc. | 0.22% | Add +0.0% | 16,964 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.0% | 16,868 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -1.5% | 16,867 | $1.3M |
| Proficio Capital Partners LLC | 0.07% | No change | 16,726 | $1.3M |
| Insight Advisors, LLC/ PA | 0.25% | Add +0.9% | 16,711 | $1.3M |
| Blue Edge Capital, LLC | 0.18% | Reduce -0.0% | 16,679 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +53.7% | 16,676 | $1.3M |
| Alliance Wealth Management Group | 0.29% | Reduce -0.4% | 16,490 | $1.3M |
| HUB Investment Partners, LLC | 0.03% | Add +292.4% | 16,487 | $1.3M |
| Lifeworks Advisors, LLC | 0.17% | Add +10.3% | 16,382 | $1.3M |
| Emprise Bank | 0.52% | Reduce -0.0% | 16,339 | $1.3M |
| Leeward Financial Partners, LLC | 0.38% | Add +0.3% | 16,328 | $1.3M |
| Northbridge Financial Group, LLC | 0.55% | Reduce -4.3% | 15,453 | $1.3M |
| Morling Financial Advisors, LLC | 0.39% | Reduce -4.3% | 16,160 | $1.3M |
| RiverFront Investment Group, LLC | 0.02% | New | 15,965 | $1.3M |
| Comprehensive Money Management Services LLC | 0.83% | No change | 15,916 | $1.3M |
| Waller Financial Planning Group, Inc. | 0.28% | Add +2.0% | 15,848 | $1.3M |
| Calton & Associates, Inc. | 0.18% | Add +2.0% | 15,797 | $1.2M |
| SouthState Bank Corp | 0.06% | Reduce -1.6% | 15,743 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -13.8% | 15,523 | $1.2M |
| Sutton Place Investors LLC | 0.66% | Reduce -6.1% | 15,324 | $1.2M |
| L & S Advisors Inc | 0.15% | Add +2.8% | 15,232 | $1.2M |
| Gilpin Wealth Management, LLC | 0.94% | Add +0.8% | 15,008 | $1.2M |
| Financial Plan, Inc. | 0.13% | Reduce -2.1% | 14,953 | $1.2M |
| First Horizon Corp. | 0.05% | Reduce -4.6% | 14,756 | $1.2M |
| Belleair Asset Management, LLC | 1.06% | Add +7.6% | 14,741 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -20.6% | 14,554 | $1.2M |
| TLWM | 0.21% | Add +4.3% | 14,551 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Reduce -0.6% | 14,490 | $1.1M |
| Bernardo Wealth Planning LLC | 0.22% | Reduce -0.3% | 14,419 | $1.1M |
| Paulson Wealth Management Inc. | 0.27% | Add +0.0% | 14,396 | $1.1M |
| Lumbard & Kellner, LLC | 0.39% | No change | 14,330 | $1.1M |
| Keystone Financial Group, Inc. | 0.59% | Reduce -3.9% | 14,256 | $1.1M |
| Penobscot Wealth Management | 0.33% | Add +1.3% | 14,248 | $1.1M |
| Friday Financial | 0.38% | Reduce -0.8% | 14,089 | $1.1M |
| Sequent Planning LLC | 0.26% | Reduce -1.0% | 13,832 | $1.1M |
| Slagle Financial, LLC | 0.36% | Reduce -6.9% | 13,693 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -37.4% | 13,604 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +38.8% | 13,584 | $1.1M |
| Arthur M. Cohen & Associates, LLC | 0.19% | No change | 13,404 | $1.1M |
| Sunburst Financial Group, LLC | 0.20% | Reduce -35.4% | 13,439 | $1.1M |
| Cambridge Financial Group, LLC | 0.36% | Reduce -4.8% | 13,308 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.5% | 13,309 | $1.1M |
| Prentice Wealth Management LLC | 0.23% | Add +10.0% | 13,137 | $1.0M |
| Summit Financial, LLC | 0.01% | Add +185.1% | 13,008 | $1.0M |
| Continuum Advisory, LLC | 0.10% | Reduce -1.9% | 12,697 | $1.0M |
| GenTrust, LLC | 0.04% | No change | 12,562 | $993K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +4.1% | 12,538 | $991K |
| Squire Investment Management Company, LLC | 0.27% | No change | 12,506 | $989K |
| SCS Capital Management LLC | 0.01% | Add +0.3% | 12,395 | $980K |
| TFB Advisors LLC | 0.51% | Add +19.9% | 12,349 | $976K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +2.9% | 12,312 | $973K |
| Cape Investment Advisory, Inc. | 0.32% | Add +31.5% | 12,230 | $967K |
| Summit Financial Strategies, Inc. | 0.08% | New | 12,201 | $965K |
| Journey Advisory Group, LLC | 0.08% | Reduce -73.9% | 12,191 | $964K |
| Intrua Financial, LLC | 0.10% | No change | 11,784 | $932K |
| Napier Financial, LLC | 0.21% | Add +2.9% | 11,708 | $926K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +157.8% | 11,650 | $921K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.3% | 11,335 | $896K |
| Tortoise Investment Management, LLC | 0.07% | New | 11,250 | $889K |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | Add +0.6% | 11,206 | $886K |
| Waystone Advisors LLC | 0.78% | Add +115.0% | 11,062 | $875K |
| Northern Trust Corp. | 0.00% | No change | 11,033 | $872K |
| Krilogy Financial LLC | 0.03% | Reduce -2.1% | 10,177 | $867K |
| Wedbush Securities Inc. | 0.03% | Add +7.5% | 10,942 | $865K |
| Ridgeline Wealth Planning, LLC | 0.63% | No change | 10,879 | $860K |
| HRT Financial LP | 0.00% | Add +127.1% | 10,857 | $858K |
| Goldstein Advisors, LLC | 0.10% | Reduce -4.8% | 10,841 | $857K |
| Foundations Investment Advisors, LLC | 0.01% | Add +40.8% | 10,768 | $851K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 10,725 | $848K |
| German American Bancorp, Inc. | 0.07% | No change | 10,525 | $832K |
| Gibson Wealth Advisors LLC | 0.56% | No change | 10,500 | $830K |
| Texas Yale Capital Corp. | 0.02% | No change | 10,446 | $826K |
| Darrow Company, Inc. | 0.36% | Add +2.6% | 10,191 | $806K |
| Keystone Financial Group | 0.06% | Add +77.6% | 10,191 | $806K |
| M Holdings Securities, Inc. | 0.05% | No change | 10,079 | $805K |
| OLIO Financial Planning | 0.22% | No change | 10,142 | $802K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -19.7% | 9,997 | $790K |
| CacheTech Inc. | 0.15% | Add +11.9% | 9,984 | $789K |
| WNY Asset Management, LLC | 0.08% | — | 9,913 | $784K |
| Inspire Advisors, LLC | 0.06% | New | 9,815 | $776K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.4% | 9,760 | $772K |
| Vertex Planning Partners, LLC | 0.15% | Reduce -5.5% | 9,746 | $771K |
| Barnes Wealth Management Group, Inc | 0.39% | Add +12.7% | 9,741 | $770K |
| Indivisible Partners | 0.07% | No change | 9,685 | $766K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -9.2% | 9,630 | $761K |
| Independent Wealth Network Inc. | 0.23% | Add +0.3% | 9,628 | $761K |
| Detalus Advisors, LLC | 0.17% | New | 9,584 | $758K |
| Bluedoor Private Wealth, LLC | 0.35% | Add +7.2% | 9,581 | $757K |
| US Bancorp \de | 0.00% | Add +223.1% | 9,301 | $735K |
| Kintra Wealth, LLC | 0.05% | New | 9,157 | $724K |
| Fifth Third Bancorp | 0.00% | Add +477.0% | 9,093 | $719K |
| Manhattan West Asset Management, LLC | 0.14% | No change | 8,966 | $709K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 8,938 | $707K |
| Nikulski Financial, Inc. | 0.17% | Reduce -13.3% | 8,857 | $700K |
| MBE Wealth Management, LLC | 0.29% | Add +1.0% | 8,844 | $699K |
| Amicus Financial Advisors, LLC | 0.19% | Reduce -8.1% | 8,811 | $697K |
| Stonebrook Private Inc. | 0.15% | Add +0.1% | 8,728 | $690K |
| SlateStone Wealth, LLC | 0.06% | Reduce -1.2% | 8,699 | $688K |
| CoreCap Advisors, LLC | 0.02% | Add +1.1% | 8,672 | $686K |
| CogentBlue Wealth Advisors, LLC | 0.46% | No change | 8,666 | $685K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.1% | 8,622 | $682K |
| Peirce Capital Management, LLC | 0.27% | Reduce -12.6% | 8,606 | $680K |
| Prosperity Financial Group, Inc. | 0.25% | Reduce -26.1% | 8,584 | $679K |
| Arlington Trust Co LLC | 0.06% | No change | 8,431 | $667K |
| NewEdge Wealth, LLC | 0.01% | New | 8,375 | $662K |
| Crusonia Wealth Advisors LLC | 0.13% | Add +0.3% | 8,212 | $649K |
| Signet Financial Management, LLC | 0.07% | Reduce -0.1% | 8,170 | $646K |
| Moseley Investment Management Inc. | 0.20% | Add +4.7% | 7,915 | $626K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.6% | 7,880 | $623K |
| Burns Matteson Capital Management, LLC | 0.24% | Reduce -4.0% | 7,787 | $616K |
| Strive Financial Group ,LLC | 0.33% | Reduce -4.7% | 7,770 | $614K |
| Stirlingshire Investments, Inc. | 0.54% | No change | 7,738 | $612K |
| Jericho Financial, LLP | 0.39% | Add +1.0% | 7,724 | $611K |
| First National Bank of Omaha | 0.02% | No change | 7,854 | $609K |
| RFG Holdings, Inc. | 0.15% | No change | 7,703 | $609K |
| GSG Advisors LLC | 0.16% | Add +0.3% | 7,696 | $608K |
| Wise Wealth Partners | 0.81% | Add +0.0% | 7,600 | $601K |
| Range Advisory, LLC | 0.11% | Add +52.1% | 7,482 | $591K |
| Vestia Personal Wealth Advisors | 0.27% | Add +20.2% | 7,341 | $580K |
| Choreo, LLC | 0.01% | No change | 7,317 | $578K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +3.8% | 7,299 | $577K |
| Laraway Financial Advisors Inc | 0.40% | Add +14.0% | 7,198 | $569K |
| Destiny Wealth Partners, LLC | 0.06% | Reduce -1.2% | 7,194 | $569K |
| Tompkins Financial Corp. | 0.04% | New | 7,060 | $558K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 7,045 | $557K |
| Franklin Resources Inc. | 0.00% | No change | 6,978 | $552K |
| SpringVest Wealth Management LLC | 0.38% | No change | 6,946 | $549K |
| Bank of New York Mellon Corp | 0.00% | Add +6.8% | 6,696 | $529K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.6% | 6,628 | $524K |
| Constant Guidance Financial LLC | 0.36% | New | 6,521 | $516K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 6,520 | $515K |
| Glassman Wealth Services | 0.07% | No change | 6,430 | $508K |
| Vista Investment Management | 0.17% | Reduce -0.5% | 6,340 | $501K |
| Patten Group, Inc. | 0.09% | Reduce -1.9% | 6,331 | $501K |
| Brighton Jones LLC | 0.01% | New | 6,320 | $500K |
| Successful Portfolios LLC | 0.27% | Reduce -2.8% | 6,308 | $496K |
| Two Sigma Securities, LLC | 0.06% | Add +96.5% | 6,217 | $492K |
| Congress Asset Management Co. | 0.00% | Add +155.6% | 6,213 | $491K |
| Sigma Planning Corp | 0.01% | Reduce -2.8% | 6,206 | $491K |
| Kestra Investment Management, LLC | 0.01% | Add +83.7% | 6,204 | $490K |
| Curat Global, LLC | 0.48% | New | 6,200 | $490K |
| One Wealth Map LLC | 0.24% | No change | 5,594 | $489K |
| Crumly & Associates Inc. | 0.10% | No change | 6,186 | $489K |
| Goodman Financial Corp | 0.08% | Reduce -0.9% | 6,174 | $488K |
| Diversify Wealth Management, LLC | 0.01% | New | 5,645 | $488K |
| Graetz Wealth LLC | 0.43% | Add +0.3% | 6,134 | $485K |
| Brookstone Capital Management | 0.01% | Reduce -16.7% | 6,115 | $483K |
| Wiser Wealth Management, Inc | 0.10% | Reduce -1.7% | 6,099 | $482K |
| Kelman-Lazarov, Inc. | 0.07% | Add +0.1% | 6,089 | $481K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $474K |
| RDA Financial Network | 0.12% | Reduce -1.6% | 5,974 | $472K |
| Russell Investments Group, Ltd. | 0.00% | Add +640.8% | 5,882 | $465K |
| Arq Wealth Advisors, LLC | 0.08% | Add +18.1% | 5,863 | $464K |
| GTS Securities LLC | 0.02% | New | 5,840 | $462K |
| Intrepid Financial Planning Group LLC | 0.18% | No change | 5,793 | $458K |
| Arax Advisory Partners | 0.01% | Add +144.8% | 5,762 | $456K |
| Adams Wealth Management | 0.10% | Add +22.8% | 5,730 | $453K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 5,659 | $447K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Reduce -1.6% | 5,658 | $447K |
| Flynn Zito Capital Management, LLC | 0.14% | Reduce -0.9% | 5,658 | $447K |
| Pacific Excel Wealth Advisors, Inc. | 0.47% | New | 5,619 | $444K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -4.7% | 5,602 | $443K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 5,596 | $442K |
| Firethorn Wealth Partners, LLC | 0.16% | Add +4.5% | 5,473 | $433K |
| Retirement Planning Group, LLC | 0.01% | No change | 5,445 | $430K |
| Vawter Financial, Ltd. | 0.18% | No change | 5,431 | $429K |
| Stone Wealth Partners | 0.38% | No change | 5,378 | $425K |
| Echo Wealth Management, LLC | 0.24% | Reduce -25.7% | 5,366 | $424K |
| Raleigh Capital Management Inc. | 0.15% | Reduce -1.8% | 5,361 | $424K |
| Mgo One Seven LLC | 0.01% | Reduce -1.9% | 5,352 | $423K |
| Partnership Wealth Management, LLC | 0.32% | Reduce -1.7% | 5,329 | $421K |
| Howard Wealth Management, LLC | 0.18% | Add +0.3% | 5,321 | $421K |
| Vigilare Wealth Management | 0.14% | Reduce -32.3% | 5,301 | $419K |
| Crew Capital Management, Ltd | 0.28% | Add +0.2% | 5,287 | $418K |
| Ridgeline Wealth, LLC | 0.30% | Reduce -4.4% | 5,272 | $417K |
| Balance Wealth Partners LLC | 0.13% | Add +20.0% | 5,122 | $405K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $404K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 5,091 | $402K |
| JNBA Financial Advisors | 0.03% | Add +104.2% | 5,060 | $400K |
| Invesco Ltd. | 0.00% | No change | 5,000 | $395K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.7% | 4,996 | $395K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,986 | $394K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -1.7% | 4,947 | $391K |
| Trademark Financial Management, LLC | 0.19% | Add +2.0% | 4,888 | $386K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -17.3% | 4,447 | $386K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.4% | 4,841 | $383K |
| Wilson & Boucher Capital Management, LLC | 0.25% | No change | 4,800 | $379K |
| Triumph Capital Management | 0.08% | No change | 4,718 | $373K |
| Fusion Capital, LLC | 0.10% | Reduce -15.6% | 4,710 | $372K |
| Unique Wealth, LLC | 0.05% | New | 4,688 | $371K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -19.1% | 4,641 | $367K |
| Colonial River Investments, LLC | 0.13% | Reduce -18.7% | 4,619 | $365K |
| Belpointe Asset Management LLC | 0.01% | Reduce -75.5% | 4,615 | $365K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 4,615 | $365K |
| Post Resch Tallon Group Inc. | 0.30% | Reduce -6.6% | 4,579 | $365K |
| Gross & Hartman Investments LLC | 0.19% | Add +0.0% | 4,608 | $364K |
| Capital Advisory Group Advisory Services, LLC | 16.11% | — | 4,588 | $363K |
| Synergy Investment Management, LLC | 0.12% | Reduce -13.7% | 4,489 | $355K |
| Sherman Wealth Management LLC | 0.30% | Reduce -1.2% | 4,482 | $354K |
| Meridian Wealth Management, LLC | 0.01% | Add +41.0% | 4,478 | $354K |
| BCK Partners, Inc. | 0.19% | Add +5.3% | 4,466 | $353K |
| Falcon Wealth Planning | 0.02% | Add +3.9% | 4,453 | $352K |
| Attessa Capital LLC | 0.19% | Reduce -14.6% | 4,423 | $350K |
| Beacon Capital Management, LLC | 0.06% | Reduce -0.3% | 4,402 | $348K |
| New Wave Wealth Advisors LLC | 0.12% | New | 4,251 | $336K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 4,223 | $334K |
| Thompson David Blair | 0.19% | Reduce -37.1% | 4,192 | $331K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,192 | $331K |
| Washburn Capital Management, Inc. | 0.19% | No change | 4,175 | $330K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 4,174 | $330K |
| IFP Advisors, Inc | 0.01% | No change | 4,156 | $329K |
| Fourpath Capital Management, LLC | 0.05% | Reduce -19.6% | 4,143 | $328K |
| Howard Bailey Securities, LLC | 0.13% | Reduce -16.4% | 4,064 | $321K |
| UMB Bank, n.a. | 0.00% | New | 4,054 | $321K |
| Integrated Advisors Network LLC | 0.02% | Add +0.5% | 4,050 | $320K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -14.0% | 4,049 | $320K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -9.1% | 4,021 | $318K |
| Balboa Wealth Partners | 0.05% | No change | 4,000 | $316K |
| Accurate Wealth Management, LLC | 0.04% | Add +6.7% | 3,821 | $316K |
| Future Financial Wealth Managment LLC | 0.20% | No change | 3,679 | $313K |
| Orin Green Financial, LLC | 0.13% | Add +0.6% | 3,913 | $309K |
| Core Wealth Management, Inc. | 0.09% | No change | 3,906 | $309K |
| Capital Investment Advisors, LLC | 0.00% | No change | 3,870 | $306K |
| Brewster Financial Planning LLC | 0.18% | No change | 3,821 | $302K |
| Efficient Advisors, LLC | 0.02% | No change | 3,821 | $302K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $302K |
| WBH Advisory Inc. | 0.02% | New | 3,774 | $301K |
| XY Planning Network, Inc. | 0.05% | Add +10.0% | 3,760 | $300K |
| Formidable Asset Management, LLC | 0.05% | Reduce -2.0% | 3,597 | $297K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +1.7% | 3,748 | $296K |
| Midwest Trust Co | 0.00% | No change | 3,726 | $295K |
| Altar Rock LLC | 0.34% | Add +0.3% | 3,717 | $294K |
| Paragon Financial Partners, Inc. | 0.17% | Reduce -9.2% | 3,462 | $292K |
| Emergent Wealth Advisors, LLC | 0.17% | Add +0.6% | 3,682 | $291K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -4.0% | 3,679 | $291K |
| Range Financial Group LLC | 0.10% | Reduce -1.7% | 3,668 | $290K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.23% | Reduce -68.9% | 3,612 | $286K |
| Kilter Group LLC | 0.12% | Reduce -0.6% | 3,611 | $286K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 3,606 | $285K |
| One Wealth Advisors, LLC | 0.04% | No change | 3,596 | $284K |
| McNaughton Wealth Management, LLC | 0.12% | Add +4.4% | 3,586 | $284K |
| F/m Investments LLC | 0.02% | No change | 3,582 | $283K |
| Savvy Advisors, Inc. | 0.01% | Add +41.3% | 3,563 | $282K |
| Legacy Advisory Services, LLC | 0.21% | Reduce -88.6% | 3,549 | $281K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 3,540 | $280K |
| Aspen Wealth Management LLC | 0.06% | Add +0.3% | 3,525 | $279K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 3,510 | $278K |
| Focused Wealth Management, Inc | 0.03% | Reduce -3.0% | 3,476 | $275K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -20.1% | 3,449 | $273K |
| CRA Financial Services, LLC | 0.04% | Reduce -0.0% | 3,439 | $272K |
| SBI Securities Co., Ltd. | 0.01% | Add +8.4% | 3,397 | $269K |
| Vanguard Advisers Inc. | 0.00% | — | 3,376 | $267K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 3,300 | $261K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -26.7% | 3,289 | $260K |
| Buska Wealth Management, LLC | 0.10% | No change | 3,278 | $259K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -4.4% | 3,265 | $258K |
| TRUE Private Wealth Advisors | 0.02% | Add +0.1% | 3,264 | $258K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,228 | $255K |
| 6th Street Advisors, LLC | 0.16% | — | 3,207 | $254K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,200 | $253K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.5% | 3,190 | $252K |
| Kaufman Rossin Wealth, LLC | 0.14% | No change | 3,177 | $251K |
| WFA of San Diego, LLC | 0.20% | Reduce -2.2% | 3,147 | $249K |
| FSA Advisors, Inc. | 0.16% | Reduce -9.4% | 3,119 | $247K |
| Luminvest Wealth Management LLC | 0.06% | New | 3,111 | $246K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 3,050 | $241K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -9.6% | 3,042 | $241K |
| Opes Wealth Management LLC | 0.04% | No change | 3,027 | $239K |
| Bokf, NA | 0.00% | No change | 3,000 | $237K |
| Bank of Montreal | 0.00% | Add +0.1% | 2,999 | $237K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -68.4% | 2,990 | $236K |
| Legacy Wealth Management, LLC / MS | 0.07% | Reduce -28.4% | 2,974 | $235K |
| Advisor Resource Council | 0.09% | Reduce -3.9% | 2,933 | $232K |
| SMI Advisory Services, LLC | 0.04% | Reduce -1.2% | 2,891 | $232K |
| Trevian Wealth Management LLC | 0.11% | No change | 2,927 | $231K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 2,890 | $228K |
| HB Wealth Management, LLC | 0.00% | No change | 2,856 | $226K |
| Parisi Gray Wealth Management | 0.05% | Add +0.8% | 2,826 | $223K |
| Commerce Bank | 0.00% | No change | 2,821 | $223K |
| Lanark Financial, Inc. | 0.02% | Add +11.9% | 2,820 | $223K |
| HBE Wealth Management, LLC | 0.19% | No change | 2,800 | $221K |
| Noesis Capital Mangement Corp. | 0.03% | New | 2,788 | $220K |
| CX Institutional | 0.01% | Reduce -9.2% | 2,782 | $220K |
| Victory Financial Group, LLC | 0.03% | Add +0.1% | 2,781 | $220K |
| Quarry Hill Advisors, LLC | 0.09% | No change | 2,545 | $220K |
| Horizon Wealth Management, LLC | 0.03% | No change | 2,776 | $219K |
| Montag A & Associates Inc. | 0.01% | No change | 2,750 | $217K |
| Mayport, LLC | 0.04% | New | 2,745 | $217K |
| Hoese & Co LLP | 0.16% | No change | 2,721 | $215K |
| MBM Wealth Consultants, LLC | 0.05% | No change | 2,716 | $215K |
| Plus Group Wealth Advisors LLC | 0.24% | No change | 2,714 | $215K |
| World Equity Group, Inc. | 0.06% | Reduce -16.0% | 2,685 | $212K |
| Hunter Associates Investment Management LLC | 0.03% | Reduce -2.7% | 2,676 | $212K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +37.3% | 2,669 | $211K |
| Brooklyn Investment Group | 0.01% | New | 2,654 | $210K |
| Higgins & Schmidt Wealth Strategies LLC | 0.09% | Reduce -50.5% | 2,614 | $207K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,576 | $204K |
| Blair William & Co. | 0.00% | Reduce -13.8% | 2,510 | $198K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,486 | $197K |
| MAI Capital Management | 0.00% | Add +1.4% | 2,340 | $185K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,298 | $182K |
| Longview Financial Advisors LLC | 0.10% | No change | 2,239 | $177K |
| Manning & Napier Advisors LLC | 0.00% | New | 2,300 | $177K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,226 | $176K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +344.1% | 2,207 | $174K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -4.8% | 2,094 | $166K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,034 | $161K |
| Copia Wealth Management | 0.11% | No change | 2,005 | $159K |
| Sherman Asset Management, Inc. | 0.14% | No change | 1,973 | $156K |
| Sankala Group LLC | 0.12% | No change | 1,884 | $147K |
| Signaturefd, LLC | 0.00% | Reduce -10.7% | 1,849 | $146K |
| Ameriflex Group, Inc. | 0.07% | No change | 1,810 | $143K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,789 | $141K |
| Richardson Financial Services Inc. | 0.08% | Add +95.2% | 1,612 | $127K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,529 | $121K |
| SHP Wealth Management | 0.01% | Add +2.6% | 1,523 | $120K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,507 | $119K |
| Mather Group, Llc. | 0.00% | New | 1,446 | $114K |
| Tucker Asset Management LLC | 0.03% | New | 1,419 | $112K |
| Signature Equity Partners, LLC | 0.05% | Reduce -6.3% | 1,283 | $101K |
| Capital & Planning, LLC | 0.06% | New | 1,219 | $96K |
| Crews Bank & Trust | 0.01% | Add +60.5% | 1,143 | $90K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $88K |
| WealthCollab, LLC | 0.04% | No change | 1,106 | $87K |
| Grand Wealth Management, LLC | 0.04% | No change | 1,095 | $87K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,058 | $84K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $83K |
| Tidemark, LLC | 0.02% | Reduce -1.8% | 1,045 | $83K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,014 | $80K |
| Rossby Financial, LCC | 0.02% | Add +1977.1% | 997 | $79K |
| Toth Financial Advisory Corp. | 0.01% | No change | 976 | $77K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,002 | $77K |
| Bessemer Group Inc. | 0.00% | Reduce -32.2% | 970 | $77K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 915 | $72K |
| Salem Investment Counselors Inc. | 0.00% | New | 905 | $72K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -1.1% | 893 | $71K |
| TD Private Client Wealth LLC | 0.00% | No change | 875 | $69K |
| Archer Investment Corp | 0.01% | New | 850 | $67K |
| SJS Investment Consulting Inc. | 0.01% | No change | 829 | $66K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 784 | $62K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 781 | $62K |
| NFSG Corp | 0.01% | No change | 740 | $59K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.1% | 644 | $51K |
| Trust Co. of Toledo NA | 0.00% | No change | 609 | $48K |
| Essential Investment Partners LLC | 0.04% | No change | 598 | $47K |
| Legacy Wealth Managment, LLC | 0.02% | Add +3.8% | 598 | $47K |
| Ancora Advisors LLC | 0.00% | Add +1.4% | 592 | $47K |
| MCF Advisors LLC | 0.00% | No change | 576 | $46K |
| Spire Wealth Management | 0.00% | Add +0.3% | 572 | $45K |
| GAMMA Investing LLC | 0.00% | Add +136.8% | 502 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 500 | $40K |
| First Pacific Financial | 0.01% | Add +0.4% | 497 | $39K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 493 | $39K |
| Timmons Wealth Management, LLC | 0.04% | Reduce -0.4% | 487 | $39K |
| Paladin Advisory Group, LLC | 0.03% | No change | 486 | $38K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 451 | $36K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $35K |
| Anfield Capital Management, LLC | 0.01% | No change | 422 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.9% | 427 | $33K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -92.1% | 398 | $31K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.8% | 398 | $31K |
| Operose Advisors LLC | 0.01% | Add +0.8% | 395 | $31K |
| Ascentis Independent Advisors | 0.00% | New | 360 | $28K |
| Topsail Wealth Management, LLC | 0.00% | No change | 355 | $28K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 341 | $27K |
| Nova Wealth Management, Inc. | 0.02% | No change | 327 | $26K |
| GGM Financial LLC | 0.01% | Add +0.3% | 325 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $24K |
| Abound Wealth Management | 0.01% | Add +7.4% | 291 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 289 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $23K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 276 | $22K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 275 | $22K |
| Coston, McIsaac & Partners | 0.00% | No change | 262 | $20K |
| Private Wealth Management Group, LLC | 0.00% | No change | 231 | $18K |
| TopTier Wealth Management, LLC | 0.01% | New | 214 | $17K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $17K |
| Ironwood Wealth Management, Inc. | 0.01% | New | 192 | $16K |
| Financial Consulate, Inc. | 0.00% | No change | 194 | $15K |
| Meramec Financial Planners, LLC | 0.01% | No change | 175 | $15K |
| Dunhill Financial, LLC | 0.00% | New | 169 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $13K |
| National Bank of Canada | 0.00% | No change | 166 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +108.1% | 154 | $12K |
| Tsfg, LLC | 0.00% | No change | 155 | $12K |
| Caldwell Trust Co | 0.00% | No change | 150 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $11K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +158.9% | 145 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 139 | $11K |
| Park Square Financial Group, LLC | 0.08% | New | 133 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 128 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 124 | $10K |
| IMG Wealth Management, Inc. | 0.01% | Reduce -50.2% | 119 | $9K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 107 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 106 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 102 | $8K |
| Wagner Wealth Management, LLC | 0.00% | No change | 94 | $7K |
| Quantbot Technologies LP | 0.00% | New | 94 | $7K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 69 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 55 | $4K |
| Key Financial Inc | 0.00% | No change | 55 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 50 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -10.6% | 42 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -84.8% | 36 | $3K |
| Networth Advisors, LLC | 0.00% | No change | 32 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -45.5% | 30 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 27 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 21 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 12 | $954 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 12 | $949 |
| HM Payson & Co. | 0.00% | New | 10 | $791 |
| VSM Wealth Advisory, LLC | 0.00% | New | 9 | $712 |
| Quadrant Capital Group LLC | 0.00% | New | 8 | $633 |
| EPG Wealth Management LLC | 0.00% | No change | 8 | $632 |
| Advocate Investing Services LLC | 0.00% | No change | 7 | $553 |
| Signature Resources Capital Management, LLC | 0.00% | New | 6 | $474 |
| Ironwood Wealth Management, LLC. | 0.00% | No change | 5 | $395 |
| Godfrey Financial Associates, Inc. | 0.00% | New | 4 | $316 |
| Benson Wealth Management INC | 0.00% | No change | 2 | $158 |
| Citigroup Inc. | 0.00% | New | 1 | $79 |
"% 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.