SS SPDR P S&P 500 Hi Div ETFSPYDETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 523 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings, up 19 from Q1 2026. 53 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($244.0M), Bank of America Corp. ($164.6M) and Vantagepoint Investment Advisers LLC ($158.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR P S&P 500 Hi Div ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $89.0M |
| Exits | 31 | $13.3M |
All 13F filers, Q1 2026 → Q2 2026: 3,536,210 shares bought and 6,123,215 shares sold, net −2,587,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| LPL Financial LLC | 0.05% | Add +9.7% | 5,115,210 | $244.0M |
| Bank of America Corp. | 0.01% | Add +2.8% | 3,449,190 | $164.6M |
| Vantagepoint Investment Advisers LLC | 1.18% | No change | 3,315,128 | $158.2M |
| Auto-Owners Insurance Co | 2.21% | Reduce -25.2% | 2,050,000 | $97.8M |
| Morgan Stanley | 0.00% | Add +5.5% | 1,682,417 | $80.3M |
| SBI Securities Co., Ltd. | 1.56% | Reduce -2.8% | 1,437,681 | $68.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.7% | 790,973 | $37.7M |
| GFS Advisors, LLC | 3.84% | New | 150 | $36.0M |
| First Command Advisory Services, Inc. | 0.21% | Reduce -15.8% | 729,859 | $34.8M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 705,786 | $33.7M |
| UBS Group AG | 0.01% | Reduce -10.2% | 689,145 | $32.9M |
| Curran Financial Partners, LLC | 4.34% | Add +9.9% | 611,552 | $29.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.3% | 581,680 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 532,010 | $25.4M |
| Royal Bank of Canada | 0.00% | Add +8.6% | 515,233 | $24.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 503,977 | $24.0M |
| Osaic Holdings, Inc. | 0.03% | Add +34.3% | 455,223 | $21.7M |
| Alliancebernstein L.P. | 0.01% | Add +3.1% | 467,508 | $21.3M |
| Dakota Wealth Management | 0.37% | Add +2.3% | 400,874 | $19.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -90.9% | 396,673 | $18.9M |
| Cetera Investment Advisers | 0.02% | Add +16.0% | 396,211 | $18.9M |
| Focus Partners Wealth | 0.02% | Reduce -0.1% | 320,224 | $15.3M |
| Financial Gravity Companies, Inc. | 2.47% | — | 318,591 | $15.2M |
| Wealthfront Advisers LLC | 0.03% | Add +10.4% | 311,737 | $14.9M |
| Advisors Capital Management, LLC | 0.16% | Add +6938.1% | 310,099 | $14.8M |
| Tidal Investments LLC | 0.03% | New | 296,777 | $14.2M |
| Total Clarity Wealth Management, Inc. | 2.53% | Add +102.9% | 273,088 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 257,757 | $12.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.3% | 256,501 | $12.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.3% | 246,515 | $11.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +11775450.0% | 235,511 | $11.2M |
| Vestmark Advisory Solutions, Inc. | 0.10% | No change | 232,596 | $11.1M |
| StoneX Group Inc. | 0.42% | Add +7.1% | 219,905 | $10.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 210,836 | $10.1M |
| SWS Partners | 2.14% | Reduce -14.3% | 207,359 | $9.9M |
| Keystone Financial Planning, Inc. | 2.43% | Add +0.6% | 197,430 | $9.4M |
| First Hawaiian Bank | 1.18% | No change | 195,322 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 193,151 | $9.2M |
| Cowa, LLC | 2.45% | Add +1.1% | 189,929 | $9.1M |
| Elite Financial, Inc. | 3.44% | Reduce -7.3% | 178,638 | $8.5M |
| Cercano Management LLC | 1.11% | Reduce -19.7% | 174,939 | $8.3M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Add +14.7% | 167,993 | $8.0M |
| Waterloo Capital, L.P. | 0.44% | Add +4.7% | 163,735 | $7.8M |
| Daiwa Securities Group Inc. | 0.02% | No change | 162,306 | $7.7M |
| Crescent Grove Advisors, LLC | 0.62% | Add +6.3% | 154,026 | $7.3M |
| Systematic Alpha Investments, LLC | 0.19% | No change | 147,601 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.4% | 142,067 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 129,028 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.7% | 128,722 | $6.1M |
| CGN Advisors LLC | 0.44% | Reduce -0.4% | 125,264 | $6.0M |
| Curi Capital, LLC | 0.09% | No change | 124,700 | $5.9M |
| Jefferies Financial Group Inc. | 0.06% | Add +3.3% | 124,279 | $5.9M |
| NewEdge Advisors, LLC | 0.02% | Add +7.0% | 123,795 | $5.9M |
| AE Wealth Management LLC | 0.03% | Add +6.3% | 123,255 | $5.9M |
| Venture Visionary Partners LLC | 0.16% | Reduce -0.0% | 119,017 | $5.7M |
| Asset One Wealth Management LLC | 0.58% | Add +23.9% | 112,959 | $5.5M |
| Phoenix Wealth Advisors | 1.75% | Add +83.7% | 108,866 | $5.2M |
| BIP Wealth, LLC | 0.15% | Reduce -2.7% | 107,943 | $5.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.1% | 107,764 | $5.1M |
| D.A. Davidson & Co. | 0.03% | Add +7.7% | 99,113 | $4.7M |
| Allworth Financial LP | 0.02% | Reduce -6.1% | 98,510 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +6.2% | 96,404 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +55.2% | 94,392 | $4.6M |
| Jump Financial, LLC | 0.04% | New | 89,621 | $4.3M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 88,796 | $4.2M |
| Harbour Investments, Inc. | 0.06% | Add +117.7% | 87,016 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 86,919 | $4.1M |
| Western Wealth Management, LLC | 0.14% | Add +2.3% | 86,479 | $4.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +2.1% | 85,522 | $4.1M |
| Calton & Associates, Inc. | 0.59% | Reduce -34.0% | 84,488 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.2% | 79,953 | $3.8M |
| WealthPlan Investment Management, LLC | 0.19% | Reduce -1.2% | 79,795 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +33.0% | 79,526 | $3.8M |
| Heartwood Wealth Advisors LLC | 0.29% | Add +4.7% | 78,776 | $3.8M |
| D. E. Shaw & Co. | 0.00% | New | 78,337 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -0.2% | 78,170 | $3.7M |
| Global Strategic Investment Solutions, LLC | 0.33% | Add +0.7% | 77,354 | $3.7M |
| Creative Planning | 0.00% | Reduce -17.9% | 77,102 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.1% | 76,786 | $3.7M |
| Avior Wealth Management, LLC | 0.09% | New | 74,387 | $3.5M |
| White Pine Capital LLC | 0.83% | Add +0.3% | 73,626 | $3.5M |
| Independent Wealth Network Inc. | 0.88% | Add +11.7% | 72,228 | $3.4M |
| HRT Financial LP | 0.01% | New | 72,241 | $3.4M |
| Parallax Volatility Advisers, L.P. | 0.15% | New | 71,455 | $3.4M |
| Advisor OS, LLC | 0.23% | New | 71,384 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -25.8% | 71,254 | $3.4M |
| Gateway Wealth Partners, LLC | 0.20% | Reduce -50.1% | 70,585 | $3.4M |
| Nan Fung Trinity (hk) Ltd. | 0.32% | No change | 67,500 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +10.9% | 67,397 | $3.2M |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 66,108 | $3.2M |
| FMR LLC | 0.00% | Reduce -11.1% | 64,910 | $3.1M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +1.9% | 64,660 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.7% | 64,425 | $3.1M |
| Econ Financial Services Corp | 1.41% | Add +2.8% | 63,286 | $3.0M |
| World Investment Advisors | 0.05% | Reduce -9.8% | 63,863 | $3.0M |
| Trajan Wealth LLC | 0.11% | Reduce -3.8% | 61,753 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | No change | 58,443 | $2.8M |
| First PREMIER Bank | 0.45% | Add +1.5% | 58,437 | $2.8M |
| Tudor Investment Corporation | 0.01% | New | 58,023 | $2.8M |
| V2 Financial group LLC | 1.03% | Add +25.6% | 57,963 | $2.8M |
| McAdam, LLC | 0.11% | Reduce -1.5% | 57,883 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 55,735 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.2% | 55,078 | $2.6M |
| Arax Advisory Partners | 0.02% | Add +658.5% | 54,945 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.58% | Add +1.6% | 54,123 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.2% | 54,110 | $2.6M |
| IHT Wealth Management, LLC | 0.05% | Add +76.4% | 53,999 | $2.6M |
| Citizens Financial Group Inc. | 0.03% | Add +2.6% | 53,862 | $2.6M |
| Assetmark, Inc. | 0.00% | Add +9.9% | 53,139 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.6% | 52,220 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.5% | 52,103 | $2.5M |
| Texas Yale Capital Corp. | 0.05% | Add +5.6% | 51,225 | $2.4M |
| Innovative Wealth Building LLC | 1.40% | Add +1.0% | 50,494 | $2.4M |
| Wedbush Securities Inc. | 0.06% | Reduce -5.1% | 50,141 | $2.4M |
| State Street Corp. | 0.00% | Add +23.3% | 49,021 | $2.3M |
| MFG Wealth Management, Inc. | 1.67% | Add +0.7% | 48,918 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 48,758 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 48,646 | $2.3M |
| Regal Investment Advisors LLC | 0.12% | Add +0.1% | 48,396 | $2.3M |
| Thrive Capital Management, LLC | 0.42% | Add +1.4% | 47,140 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +9.3% | 47,059 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.6% | 46,749 | $2.2M |
| IFG Advisory, LLC | 0.08% | New | 46,169 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.5% | 43,608 | $2.1M |
| Savant Capital, LLC | 0.01% | Add +104.5% | 44,159 | $2.1M |
| Renaissance Technologies | 0.00% | New | 42,500 | $2.0M |
| Roan Capital Partners | 1.66% | Add +41.0% | 41,976 | $2.0M |
| Fifth Third Bancorp | 0.00% | Add +13.5% | 41,710 | $2.0M |
| Proathlete Wealth Management LLC | 0.48% | No change | 40,384 | $1.9M |
| Wealth Advisory Solutions, LLC | 0.39% | Reduce -4.6% | 40,275 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -13.3% | 39,519 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -11.1% | 39,359 | $1.9M |
| HBW Advisory Services LLC | 0.17% | Add +10.6% | 39,039 | $1.9M |
| Decker Retirement Planning Inc. | 0.63% | Add +17.4% | 38,846 | $1.9M |
| Towercrest Capital Management | 0.25% | Reduce -3.5% | 37,307 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +5.7% | 36,808 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.8% | 36,761 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.10% | No change | 36,675 | $1.7M |
| LexAurum Advisors, LLC | 0.19% | No change | 34,931 | $1.7M |
| Castleview Partners, LLC | 0.73% | Reduce -5.3% | 34,662 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.5% | 34,312 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -2.9% | 34,299 | $1.6M |
| Genesee Capital Advisors, LLC | 0.51% | Reduce -79.6% | 33,932 | $1.6M |
| Sage Capital Management, LLC | 0.63% | Add +1.8% | 33,674 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 33,632 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -1.1% | 33,470 | $1.6M |
| Capstone Wealth Management Group, LLC | 0.56% | Add +2.5% | 33,165 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.20% | Reduce -1.7% | 32,479 | $1.5M |
| Stanich Group LLC | 0.97% | Add +26.0% | 32,407 | $1.5M |
| Alliance Wealth Management Group | 0.30% | Reduce -5.5% | 32,198 | $1.5M |
| Bison Wealth, LLC | 0.14% | Add +0.4% | 31,796 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.9% | 31,245 | $1.5M |
| Collier Financial | 1.00% | Add +4.1% | 30,686 | $1.5M |
| Cascade Investment Group, Inc. | 0.81% | Add +7.5% | 30,155 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -17.4% | 30,000 | $1.4M |
| 1900 Wealth Management LLC | 0.08% | Add +1.5% | 29,882 | $1.4M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.6% | 29,401 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +7.9% | 28,949 | $1.4M |
| Optima Capital LLC | 0.53% | Add +3.9% | 28,087 | $1.3M |
| Bank of Montreal | 0.00% | Add +1.6% | 27,542 | $1.3M |
| Insight Advisors, LLC/ PA | 0.23% | Add +1.1% | 27,399 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | New | 27,083 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -21.4% | 26,710 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -26.3% | 26,516 | $1.3M |
| CX Institutional | 0.04% | Add +411.8% | 26,004 | $1.2M |
| TMB Capital Partners, LLC | 0.39% | Add +0.9% | 25,969 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.4% | 25,917 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.32% | Reduce -11.3% | 25,821 | $1.2M |
| &partners | 0.01% | Add +15.2% | 25,687 | $1.2M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -6.1% | 25,592 | $1.2M |
| Albion Financial Group | 0.07% | Reduce -28.4% | 25,474 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +352.7% | 25,369 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +7.0% | 25,247 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.63% | Reduce -3.2% | 24,152 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | Reduce -13.9% | 24,105 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.23% | Add +28.7% | 24,015 | $1.1M |
| NDWM LLC | 0.66% | Add +50.0% | 23,451 | $1.1M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.1% | 22,991 | $1.1M |
| MBL Wealth, LLC | 0.07% | Reduce -13.5% | 22,500 | $1.1M |
| Kagan Cocozza Asset Management | 0.67% | Reduce -10.0% | 22,296 | $1.1M |
| Belpointe Asset Management LLC | 0.03% | Add +26.6% | 22,099 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.8% | 22,058 | $1.1M |
| Ridgecrest Wealth Partners, LLC | 0.51% | Add +0.9% | 22,035 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +0.2% | 21,933 | $1.0M |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 22,562 | $1.0M |
| Uhlmann Price Securities, LLC | 0.04% | New | 21,268 | $1.0M |
| FCG Investment Co | 0.34% | Add +0.8% | 20,825 | $994K |
| DAVENPORT & Co LLC | 0.01% | No change | 20,754 | $990K |
| Kovack Advisors, Inc. | 0.05% | Reduce -6.0% | 20,656 | $990K |
| Atticus Wealth Management, LLC | 0.24% | Add +0.4% | 20,732 | $989K |
| Silver Oak Securities, Incorporated | 0.06% | Add +6.1% | 20,704 | $988K |
| Stephens Inc. | 0.01% | Reduce -8.9% | 20,630 | $984K |
| Code Waechter LLC | 0.51% | No change | 20,513 | $979K |
| Chicago Partners Investment Group LLC | 0.02% | Add +15.2% | 19,832 | $973K |
| Ameritas Advisory Services, LLC | 0.02% | Add +68.7% | 19,716 | $941K |
| RDA Financial Network | 0.20% | Reduce -1.1% | 19,127 | $913K |
| Advisory Services Network, LLC | 0.01% | Add +2.5% | 19,082 | $910K |
| Axxcess Wealth Management, LLC | 0.01% | New | 18,813 | $898K |
| Citadel Advisors | 0.00% | Reduce -50.9% | 18,690 | $892K |
| PFG Advisors | 0.04% | Add +1.2% | 18,689 | $892K |
| Sonoma Private Wealth LLC | 0.96% | Add +0.4% | 18,645 | $890K |
| Apella Capital, LLC | 0.01% | Reduce -11.7% | 18,122 | $880K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -2.0% | 18,095 | $863K |
| Stokes Family Office, LLC | 0.10% | No change | 18,000 | $859K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Reduce -0.7% | 17,713 | $845K |
| Simon Quick Advisors, LLC | 0.03% | New | 17,700 | $844K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -2.8% | 17,547 | $837K |
| TruNorth Capital Management, LLC | 0.13% | No change | 17,472 | $834K |
| Brown Advisory Inc. | 0.00% | Reduce -1.9% | 17,367 | $829K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.8% | 17,341 | $827K |
| Independent Financial Group, LLC | 0.02% | Add +31.3% | 17,321 | $826K |
| Cambridge Advisors Inc. | 0.14% | No change | 17,256 | $823K |
| Austin Wealth Management, LLC | 0.17% | Add +28.0% | 16,589 | $819K |
| HighPoint Advisor Group LLC | 0.03% | Add +19.2% | 17,070 | $814K |
| Wiregrass Investment Management LLC | 0.55% | Add +178.9% | 17,019 | $812K |
| Financial Insights, Inc. | 0.22% | No change | 16,990 | $811K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.8% | 16,960 | $809K |
| Principal Securities, Inc. | 0.01% | Reduce -6.3% | 16,862 | $804K |
| Foundations Investment Advisors, LLC | 0.01% | Add +225.9% | 16,613 | $793K |
| Selective Wealth Management, Inc. | 0.20% | Reduce -6.1% | 15,711 | $776K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 16,069 | $767K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.4% | 16,047 | $766K |
| Harpswell Capital Advisors, LLC | 0.49% | No change | 16,000 | $763K |
| NorthRock Partners, LLC | 0.01% | Add +14.9% | 15,713 | $750K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,300 | $730K |
| Trilogy Capital Inc. | 0.03% | Reduce -24.5% | 15,199 | $725K |
| Peregrine Asset Advisers, Inc. | 0.16% | Add +11.2% | 15,129 | $722K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 15,079 | $719K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 15,000 | $716K |
| OneAscent Financial Services LLC | 0.03% | Add +2.2% | 14,923 | $712K |
| Centaurus Financial, Inc. | 0.03% | Add +1.1% | 14,835 | $708K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.1% | 14,624 | $698K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +9.3% | 14,384 | $686K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.6% | 14,264 | $681K |
| FLC Capital Advisors | 0.11% | No change | 14,232 | $679K |
| Savvy Advisors, Inc. | 0.01% | Add +28.3% | 14,223 | $679K |
| Beacon Bank & Trust | 0.13% | Reduce -15.3% | 13,737 | $655K |
| Balefire, LLC | 0.11% | Reduce -2.0% | 13,567 | $647K |
| Level Four Advisory Services, LLC | 0.02% | Add +16.0% | 13,525 | $645K |
| Advisor Resource Council | 0.21% | Add +3.6% | 13,217 | $631K |
| Virtue Capital Management, LLC | 0.08% | No change | 13,011 | $621K |
| AlphaStar Capital Management, LLC | 0.04% | Add +20.2% | 12,916 | $616K |
| Spire Wealth Management | 0.02% | Reduce -7.3% | 12,863 | $614K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 12,805 | $611K |
| Atlas Legacy Advisors, LLC | 0.09% | No change | 12,713 | $607K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | Reduce -1.5% | 12,337 | $589K |
| First Heartland Consultants, Inc. | 0.04% | Add +1.6% | 12,075 | $576K |
| Private Trust Co. NA | 0.05% | Add +14.4% | 11,888 | $567K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 11,849 | $565K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.1% | 11,743 | $560K |
| Ameriflex Group, Inc. | 0.23% | Add +0.1% | 11,590 | $553K |
| Focused Wealth Management, Inc | 0.05% | Add +0.2% | 11,561 | $552K |
| TCP Asset Management, LLC | 0.06% | No change | 11,396 | $544K |
| Red Wave Investments LLC | 0.14% | Add +40.6% | 11,315 | $540K |
| Howard Financial Services, LTD. | 0.05% | No change | 11,194 | $534K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -2.0% | 11,129 | $531K |
| Financial Guidance Group, Inc. | 0.20% | No change | 11,106 | $530K |
| Bogart Wealth, LLC | 0.02% | Add +124.7% | 11,073 | $528K |
| Ignite Planners, LLC | 0.07% | Reduce -13.5% | 10,981 | $524K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 10,972 | $523K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -53.1% | 10,919 | $521K |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 10,843 | $517K |
| COFG Advisors, LLC | 0.09% | Add +9.0% | 10,697 | $510K |
| Cache Advisors, LLC | 0.04% | No change | 10,673 | $509K |
| Register Financial Advisors LLC | 0.16% | Add +14.9% | 10,654 | $508K |
| Entrewealth, LLC | 0.19% | Reduce -7.2% | 10,235 | $507K |
| Balentine LLC | 0.02% | Reduce -15.2% | 10,582 | $505K |
| Eagle Global Advisors LLC | 0.02% | No change | 10,435 | $498K |
| GTS Securities LLC | 0.01% | Reduce -74.0% | 10,314 | $492K |
| SimpliFi, Inc. | 0.19% | Add +1.1% | 10,280 | $490K |
| XTX Topco Ltd | 0.01% | New | 10,279 | $490K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -66.7% | 10,079 | $481K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 10,054 | $480K |
| Parker Investment Management, LLC | 0.06% | Reduce -0.5% | 10,038 | $479K |
| High Net Worth Advisory Group LLC | 0.10% | Add +0.9% | 10,017 | $478K |
| Brookstone Capital Management | 0.00% | Add +8.8% | 9,979 | $476K |
| US Bancorp \de | 0.00% | Reduce -11.1% | 9,977 | $476K |
| Sage Advisory Services, Ltd.Co. | 0.23% | Add +1.8% | 9,987 | $476K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.0% | 9,973 | $476K |
| Johnson Wealth Management, LLC | 0.20% | Add +0.9% | 9,920 | $473K |
| Endeavor Private Wealth, Inc. | 0.11% | No change | 9,800 | $468K |
| Intrua Financial, LLC | 0.04% | Add +13.3% | 9,609 | $458K |
| Erickson Financial Group, LLC | 0.24% | Add +3.7% | 9,523 | $454K |
| Tidemark, LLC | 0.10% | No change | 9,522 | $454K |
| Oarsman Capital, Inc. | 0.05% | Reduce -1.5% | 9,482 | $452K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,329 | $445K |
| Principle Wealth Partners LLC | 0.02% | Reduce -2.2% | 9,315 | $444K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -23.9% | 9,256 | $442K |
| Meriwether Wealth & Planning, LLC | 0.22% | Add +0.6% | 9,221 | $440K |
| JT Stratford LLC | 0.05% | No change | 9,098 | $434K |
| Rollins Financial Advisors, LLC | 0.06% | Add +1.1% | 9,043 | $431K |
| Navis Wealth Advisors, LLC | 0.16% | Add +0.1% | 9,038 | $431K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.9% | 9,028 | $431K |
| Merit Financial Group, LLC | 0.00% | Add +63.2% | 8,936 | $426K |
| Oakworth Capital, Inc. | 0.02% | Add +9.8% | 8,787 | $421K |
| Rothschild Investment LLC | 0.02% | Add +0.4% | 8,804 | $420K |
| Barry Investment Advisors, LLC | 0.09% | Add +0.6% | 8,751 | $418K |
| Sigma Planning Corp | 0.01% | Reduce -16.8% | 8,714 | $416K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.9% | 8,660 | $413K |
| Modern Wealth Management, LLC | 0.00% | Add +60.8% | 8,652 | $413K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 8,551 | $408K |
| Conservest Capital Advisors, Inc. | 0.03% | Reduce -1.2% | 8,462 | $404K |
| AlphaCore Capital LLC | 0.01% | Reduce -15.7% | 8,425 | $402K |
| Global Retirement Partners, LLC | 0.01% | — | 8,367 | $399K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 8,132 | $388K |
| IFC Advisors LLC | 0.05% | Reduce -0.5% | 8,115 | $387K |
| Insigneo Advisory Services, LLC | 0.01% | New | 8,054 | $384K |
| Carroll Advisory Group, LLC | 0.13% | No change | 8,039 | $384K |
| Diversify Advisory Services, LLC | 0.01% | New | 7,679 | $383K |
| Diversify Wealth Management, LLC | 0.01% | Add +35.9% | 7,679 | $383K |
| Security National Bank | 0.05% | No change | 7,950 | $379K |
| Tempo Wealth, LLC | 0.06% | Add +2.5% | 7,921 | $378K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -5.6% | 7,877 | $376K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 7,797 | $372K |
| Arkadios Wealth Advisors | 0.01% | Add +64.4% | 7,696 | $367K |
| NTV Asset Management LLC | 0.04% | Add +1.3% | 7,635 | $364K |
| Wealthspire Retirement, LLC | 0.02% | Add +2.3% | 7,568 | $361K |
| Citigroup Inc. | 0.00% | Reduce -69.1% | 7,528 | $359K |
| Ieq Capital, LLC | 0.00% | New | 7,445 | $355K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 7,413 | $354K |
| Boreal Capital Management LLC | 0.30% | No change | 7,200 | $344K |
| Continuum Advisory, LLC | 0.03% | No change | 7,168 | $342K |
| Integrity Alliance, Llc. | 0.01% | Add +8.8% | 7,138 | $341K |
| WealthPoint Financial, LLC | 0.25% | Add +12.8% | 7,126 | $340K |
| Norris Financial Group, LLC | 0.14% | No change | 7,118 | $340K |
| Freestone Capital Holdings, LLC | 0.01% | New | 7,033 | $336K |
| Kintra Wealth, LLC | 0.02% | Add +1.1% | 6,601 | $333K |
| Summit Financial, LLC | 0.00% | Reduce -5.4% | 6,775 | $323K |
| Granite Bay Wealth Management, LLC | 0.03% | New | 6,747 | $322K |
| Thompson David Blair | 0.16% | Reduce -5.1% | 6,720 | $321K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.2% | 6,698 | $320K |
| Meeder Advisory Services, Inc. | 0.01% | No change | 6,581 | $314K |
| Crews Bank & Trust | 0.04% | Reduce -48.3% | 6,525 | $311K |
| Investment Management Trust, LLC | 0.28% | Reduce -5.6% | 6,451 | $308K |
| Northwest Bancshares, Inc. | 0.06% | No change | 6,448 | $308K |
| Perspective Wealth Advisors LLC | 0.17% | Reduce -21.6% | 6,437 | $307K |
| HB Wealth Management, LLC | 0.00% | New | 6,347 | $303K |
| Mutual Advisors, LLC | 0.01% | Reduce -16.7% | 6,254 | $298K |
| Susquehanna International Group, LLP | 0.00% | New | 6,223 | $297K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -6.4% | 6,142 | $293K |
| International Assets Investment Management, LLC | 0.02% | Add +3.4% | 6,040 | $289K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +19.2% | 6,003 | $286K |
| CAP Partners, LLC | 0.14% | Add +0.4% | 6,000 | $286K |
| Frazier Financial Advisors, LLC | 0.14% | No change | 5,981 | $285K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,969 | $285K |
| Stonebridge Financial Group, LLC / MO | 0.19% | Add +0.3% | 5,947 | $284K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -52.7% | 5,812 | $279K |
| Catalyst Financial Partners LLC | 0.03% | No change | 5,821 | $278K |
| WBH Advisory Inc. | 0.02% | No change | 5,772 | $275K |
| Cloud Capital Management, LLC | 0.10% | No change | 5,783 | $275K |
| Sowell Financial Services LLC | 0.01% | Add +26.0% | 5,757 | $275K |
| UMB Bank, n.a. | 0.00% | No change | 5,750 | $274K |
| Bank of Nova Scotia | 0.00% | No change | 5,620 | $268K |
| Comprehensive Money Management Services LLC | 0.17% | Add +4.8% | 5,515 | $263K |
| Cascade Financial Partners, LLC | 0.02% | No change | 5,484 | $262K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -0.9% | 5,464 | $261K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -2.1% | 5,443 | $260K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 5,316 | $257K |
| Oakmont Advisory Group, LLC | 0.22% | Add +3.3% | 5,391 | $257K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.3% | 5,375 | $256K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.3% | 5,363 | $256K |
| Integrated Advisors Network LLC | 0.01% | Reduce -10.4% | 5,337 | $255K |
| Brighton Jones LLC | 0.00% | Add +0.2% | 5,320 | $254K |
| Mission Wealth Management, LP | 0.00% | Add +6.9% | 5,187 | $247K |
| Abbot Financial Management, Inc. | 0.09% | New | 5,150 | $246K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -20.9% | 5,146 | $246K |
| Westbourne Investments, Inc. | 0.10% | Add +1.3% | 5,095 | $243K |
| PFG Investments, LLC | 0.01% | Reduce -14.7% | 5,063 | $242K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 5,038 | $240K |
| Betterment LLC | 0.00% | Reduce -6.3% | 4,988 | $238K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.7% | 4,976 | $237K |
| Castle Rock Wealth Management, LLC | 0.05% | Reduce -0.3% | 4,938 | $237K |
| Accel Wealth Management | 0.05% | Add +0.5% | 4,904 | $234K |
| Nilsine Partners, LLC | 0.02% | No change | 4,902 | $234K |
| Panoramic Investment Advisors, LLC | 0.11% | Add +0.8% | 4,829 | $230K |
| Kingsbury Capital Investment Advisors LLC | 0.19% | Add +9.7% | 4,828 | $230K |
| KMT Wealth Management, LLC | 0.19% | New | 4,828 | $230K |
| Caitlin John, LLC | 0.13% | Reduce -1.8% | 4,806 | $229K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -0.9% | 4,772 | $228K |
| Amicus Financial Advisors, LLC | 0.06% | No change | 4,734 | $226K |
| Grant Private Wealth Management Inc | 0.10% | New | 4,724 | $225K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.6% | 4,720 | $225K |
| Brown Miller Wealth Management, LLC | 0.06% | No change | 4,712 | $225K |
| Chancellor Financial Group WB LP | 0.14% | Reduce -2.1% | 4,698 | $224K |
| Whittier Trust Co. | 0.00% | Reduce -4.7% | 4,617 | $222K |
| Kellett Wealth Advisors, LLC | 0.10% | No change | 4,600 | $219K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 4,575 | $218K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 4,558 | $217K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,534 | $216K |
| Kaizen Financial Strategies | 0.08% | Add +0.8% | 4,431 | $212K |
| Facet Wealth, Inc. | 0.00% | Reduce -2.3% | 4,394 | $210K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 4,394 | $210K |
| Mascagni Wealth Management, Inc. | 0.13% | Reduce -8.2% | 4,348 | $207K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.3% | 4,331 | $207K |
| Beacon Bridge Wealth Partners, LLC | 0.06% | New | 4,326 | $206K |
| Portland Financial Advisors Inc | 0.37% | New | 4,304 | $205K |
| Oregon Pacific Wealth Management, LLC | 0.19% | Reduce -26.5% | 4,301 | $205K |
| IMA Advisory Services, Inc. | 0.01% | New | 4,250 | $203K |
| Inscription Capital, LLC | 0.02% | New | 4,218 | $201K |
| Heritage Wealth Advisors | 0.01% | No change | 4,150 | $198K |
| Blair William & Co. | 0.00% | Reduce -25.7% | 3,433 | $164K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 3,413 | $163K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 3,207 | $153K |
| Colonial Trust Co / SC | 0.02% | Reduce -4.9% | 3,124 | $151K |
| Fairscale Capital, LLC | 0.08% | No change | 2,948 | $141K |
| Go Invest LLC | 0.03% | Add +9.2% | 2,681 | $128K |
| Downshift Financial, LLC | 0.06% | New | 2,634 | $126K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,581 | $123K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -93.8% | 2,528 | $121K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,509 | $120K |
| Peterson Wealth Services | 0.03% | Add +15.8% | 2,448 | $117K |
| Investment Research & Advisory Group, Inc. | 0.04% | New | 2,407 | $115K |
| North Star Investment Management Corp. | 0.01% | No change | 2,345 | $112K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,314 | $110K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,200 | $105K |
| Miller Global Investments, LLC | 0.08% | No change | 2,028 | $97K |
| McDonald Partners LLC | 0.02% | New | 2,000 | $95K |
| SouthState Bank Corp | 0.00% | No change | 2,000 | $95K |
| Tsfg, LLC | 0.01% | No change | 2,000 | $95K |
| IFP Advisors, Inc | 0.00% | Reduce -2.2% | 1,931 | $92K |
| Lanark Financial, Inc. | 0.01% | Add +0.3% | 1,855 | $89K |
| Capital Analysts, LLC | 0.00% | No change | 1,739 | $83K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,600 | $76K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,500 | $72K |
| Clearstead Trust, LLC | 0.01% | No change | 1,337 | $64K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +1.2% | 1,211 | $58K |
| Matrix Private Capital Group LLC | 0.02% | No change | 1,174 | $56K |
| Trust Co. of Vermont | 0.00% | — | 1,160 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,150 | $55K |
| Elequin Capital, LP | 0.01% | New | 1,139 | $54K |
| Copia Wealth Management | 0.03% | No change | 1,125 | $54K |
| Howe & Rusling Inc. | 0.00% | No change | 1,100 | $52K |
| Triumph Capital Management | 0.01% | Reduce -35.6% | 1,099 | $52K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,060 | $51K |
| Highland Investment Advisors LLC | 0.02% | — | 1,060 | $51K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,035 | $49K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -8.5% | 1,024 | $49K |
| Rossby Financial, LCC | 0.01% | New | 1,019 | $49K |
| Bullock Wealth Management Group | 0.02% | No change | 1,011 | $48K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,055 | $48K |
| Access Investment Management LLC | 0.01% | No change | 1,000 | $48K |
| SHP Wealth Management | 0.00% | No change | 1,000 | $48K |
| City Holding Co. | 0.01% | No change | 953 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 952 | $45K |
| Fiduciary Financial Advisors | 0.00% | New | 944 | $45K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 931 | $44K |
| Grey Ledge Advisors, LLC | 0.01% | Add +0.9% | 926 | $44K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 887 | $42K |
| Creative Financial Designs Inc. | 0.00% | New | 881 | $42K |
| NBT Bank, N.A. | 0.00% | No change | 880 | $42K |
| Pacific Center for Financial Services | 0.01% | No change | 875 | $42K |
| 10Elms LLP | 0.02% | New | 820 | $39K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -22.2% | 818 | $39K |
| Vanguard Advisers Inc. | 0.00% | Reduce -12.8% | 747 | $36K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.1% | 746 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 717 | $34K |
| Tompkins Financial Corp. | 0.00% | No change | 675 | $32K |
| Compass Financial Management LLC | 0.00% | — | 597 | $30K |
| Monetary Management Group Inc. | 0.01% | New | 600 | $29K |
| Valley National Advisers Inc. | 0.00% | Add +0.2% | 577 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +1168.9% | 571 | $27K |
| CVA Family Office, LLC | 0.00% | Add +1.1% | 556 | $27K |
| NFSG Corp | 0.00% | Reduce -7.6% | 496 | $24K |
| Synergy Investment Management, LLC | 0.01% | No change | 487 | $23K |
| Hickory Point Bank & Trust | 0.01% | No change | 475 | $23K |
| Regatta Research & Money Management | 0.02% | — | 458 | $22K |
| Blueline Advisors LLC | 0.01% | New | 427 | $20K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 402 | $19K |
| Signaturefd, LLC | 0.00% | Add +1.8% | 398 | $19K |
| Abound Wealth Management | 0.00% | Add +6400.0% | 390 | $19K |
| LifeSteps Financial, Inc. | 0.01% | New | 384 | $18K |
| Independence Bank of Kentucky | 0.00% | No change | 368 | $18K |
| American Capital Advisory, LLC | 0.01% | No change | 366 | $17K |
| TD Capital Management LLC | 0.00% | No change | 362 | $17K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 343 | $16K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.4% | 298 | $14K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 285 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 270 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 262 | $13K |
| Lynch Asset Management, Inc. | 0.00% | No change | 250 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 250 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 241 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 239 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| Key Financial Inc | 0.00% | No change | 200 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 200 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 195 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.5% | 187 | $9K |
| Logan Capital Management Inc. | 0.00% | — | 181 | $9K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -20.3% | 181 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +200.0% | 180 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 175 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +1.2% | 164 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 148 | $7K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 1,375 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 146 | $7K |
| Colonial Trust Advisors | 0.00% | Add +69.5% | 139 | $7K |
| LFA - Lugano Financial Advisors SA | 0.00% | New | 139 | $7K |
| Main Street Group, LTD | 0.00% | Add +1.6% | 124 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 116 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.9% | 107 | $5K |
| Clearstead Advisors, LLC | 0.00% | Add +32.3% | 86 | $4K |
| Markowski Investments | 0.00% | — | 83 | $4K |
| Sage Mountain Advisors LLC | 0.00% | No change | 81 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | New | 80 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 58 | $3K |
| Timbuktu Capital Management, LLC | 0.00% | — | 45 | $2K |
| Ballast Advisors LLC | 0.00% | Add +2.6% | 39 | $2K |
| Planning Strategies Inc. | 0.00% | — | 34 | $2K |
| Strategic Advocates LLC | 0.00% | Add +30.0% | 26 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 25 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 23 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 21 | $1K |
| Morse Asset Management, Inc | 0.00% | No change | 19 | $929 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 17 | $824 |
| GHP Investment Advisors, Inc. | 0.00% | New | 17 | $812 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 14 | $656 |
| National Bank of Canada | 0.00% | New | 12 | $572 |
| Realta Investment Advisors | 0.00% | No change | 11 | $548 |
| McGuire Capital Advisors Inc. | 0.00% | Add +25.0% | 10 | $477 |
| Tucker Asset Management LLC | 0.00% | No change | 6 | $286 |
| Concord Wealth Partners | 0.00% | New | 2 | $95 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $56 |
"% of holder's portfolio" is SPYD's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Hi Div ETF the manager owns.