CUSIP 78467Y107
SPDR S&P MIDCAP 400 ETF TR
415 institutions · $12.60B total · 20,907,099 shares · MDY
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,397,182 | $832.8M | 6.68% | 2025-12-31 |
| 2 | GOLDMAN SACHS GROUP INC | 1,011,087 | $610.0M | 4.83% | 2025-12-31 |
| 3 | NORTHERN TRUST CORP | 922,436 | $556.5M | 4.41% | 2025-12-31 |
| 4 | Pathstone Holdings, LLC | 846,168 | $510.8M | 4.04% | 2025-12-31 |
| 5 | MORGAN STANLEY | 842,677 | $508.4M | 4.03% | 2025-12-31 |
| 6 | US BANCORP \DE\ | 833,806 | $503.0M | 3.98% | 2025-12-31 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 830,031 | $500.7M | 3.97% | 2025-12-31 |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 633,310 | $382.0M | 3.02% | 2025-12-31 |
| 9 | UBS Group AG | 580,621 | $350.3M | 2.77% | 2025-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 556,162 | $335.5M | 2.66% | 2025-12-31 |
| 11 | BANK OF MONTREAL /CAN/ | 473,563 | $285.7M | 2.26% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 409,827 | $247.2M | 1.96% | 2025-12-31 |
| 13 | PNC Financial Services Group, Inc. | 346,380 | $209.0M | 1.65% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 311,700 | $188.0M | 1.49% | 2025-12-31 |
| 15 | ExodusPoint Capital Management, LP | 295,000 | $178.0M | 1.41% | 2025-12-31 |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 279,400 | $168.6M | 1.33% | 2025-12-31 |
| 17 | Creative Planning | 272,775 | $164.6M | 1.30% | 2025-12-31 |
| 18 | MAI Capital Management | 265,202 | $160.0M | 1.26% | 2025-12-31 |
| 19 | ALLIANCEBERNSTEIN L.P. | 258,554 | $156.0M | 1.23% | 2025-12-31 |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 245,251 | $148.0M | 1.17% | 2025-12-31 |
| 21 | Corient Private Wealth LLC | 238,906 | $144.2M | 1.14% | 2025-12-31 |
| 22 | HighTower Advisors, LLC | 236,091 | $142.4M | 1.12% | 2025-12-31 |
| 23 | JPMORGAN CHASE & CO | 232,383 | $140.2M | 1.11% | 2025-12-31 |
| 24 | Arvest Bank Trust Division | 231,018 | $139.4M | 1.10% | 2025-12-31 |
| 25 | Royal Bank of Canada | 225,777 | $136.2M | 1.07% | 2025-12-31 |
| 26 | Conservest Capital Advisors, Inc. | 214,319 | $129.3M | 1.02% | 2025-12-31 |
| 27 | LPL Financial LLC | 174,446 | $105.2M | 0.83% | 2025-12-31 |
| 28 | WELCH & FORBES LLC | 166,753 | $100.6M | 0.79% | 2025-12-31 |
| 29 | WADDELL & ASSOCIATES, LLC | 150,332 | $90.7M | 0.71% | 2025-12-31 |
| 30 | WHITTIER TRUST CO | 126,260 | $79.3M | 0.60% | 2025-12-31 |
| 31 | Cerity Partners LLC | 129,731 | $78.3M | 0.62% | 2025-12-31 |
| 32 | Focus Partners Wealth | 121,265 | $73.2M | 0.58% | 2025-12-31 |
| 33 | Hills Bank & Trust Co | 115,821 | $69.9M | 0.55% | 2025-12-31 |
| 34 | FineMark National Bank & Trust | 115,623 | $69.8M | 0.55% | 2025-12-31 |
| 35 | Bank of New York Mellon Corp | 113,964 | $68.8M | 0.54% | 2025-12-31 |
| 36 | MIRAE ASSET SECURITIES (USA) INC. | 111,131 | $67.0M | 0.53% | 2025-12-31 |
| 37 | BROWN ADVISORY INC | 106,511 | $64.3M | 0.50% | 2025-12-31 |
| 38 | MONTAG A & ASSOCIATES INC | 103,466 | $62.6M | 0.49% | 2025-12-31 |
| 39 | TSG Advice Partners, LLC | 103,151 | $62.2M | 0.49% | 2025-12-31 |
| 40 | Mariner, LLC | 97,201 | $58.6M | 0.46% | 2025-12-31 |
| 41 | Balyasny Asset Management L.P. | 90,763 | $54.8M | 0.43% | 2025-12-31 |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 86,951 | $54.7M | 0.41% | 2025-12-31 |
| 43 | Cetera Investment Advisers | 86,834 | $52.4M | 0.41% | 2025-12-31 |
| 44 | WASHINGTON TRUST Co | 84,639 | $51.1M | 0.40% | 2025-12-31 |
| 45 | Madison Asset Management, LLC | 83,341 | $50.3M | 0.39% | 2025-12-31 |
| 46 | Atlantic Union Bankshares Corp | 83,287 | $50.2M | 0.39% | 2025-12-31 |
| 47 | TRUIST FINANCIAL CORP | 79,949 | $48.2M | 0.38% | 2025-12-31 |
| 48 | AMERIPRISE FINANCIAL INC | 79,564 | $48.0M | 0.38% | 2025-12-31 |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 78,745 | $47.5M | 0.37% | 2025-12-31 |
| 50 | Divergent Planning, LLC | 76,242 | $46.6M | 0.36% | 2025-12-31 |
| 51 | BLAIR WILLIAM & CO/IL | 75,368 | $45.5M | 0.36% | 2025-12-31 |
| 52 | OSAIC HOLDINGS, INC. | 74,712 | $45.1M | 0.35% | 2025-12-31 |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 70,521 | $42.5M | 0.33% | 2025-12-31 |
| 54 | CAPTRUST FINANCIAL ADVISORS | 67,994 | $41.0M | 0.32% | 2025-12-31 |
| 55 | Portland Global Advisors LLC | 66,505 | $40.1M | 0.31% | 2025-12-31 |
| 56 | Midwest Trust Co | 65,015 | $39.2M | 0.31% | 2025-12-31 |
| 57 | PITTENGER & ANDERSON INC | 64,832 | $39.1M | 0.31% | 2025-12-31 |
| 58 | Ascent Wealth Partners, LLC | 64,328 | $38.8M | 0.30% | 2025-12-31 |
| 59 | STIFEL FINANCIAL CORP | 63,879 | $38.5M | 0.30% | 2025-12-31 |
| 60 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 63,317 | $38.3M | 0.30% | 2025-12-31 |
| 61 | SMITH, MOORE & CO. | 59,895 | $36.1M | 0.28% | 2025-12-31 |
| 62 | MassMutual Private Wealth & Trust, FSB | 58,149 | $35.1M | 0.27% | 2025-12-31 |
| 63 | WHITTIER TRUST CO OF NEVADA INC | 55,563 | $34.9M | 0.26% | 2025-12-31 |
| 64 | PINNACLE ASSOCIATES LTD | 57,751 | $34.8M | 0.27% | 2025-12-31 |
| 65 | Oldfather Financial Services, LLC | 55,249 | $33.3M | 0.26% | 2025-12-31 |
| 66 | Lido Advisors, LLC | 54,534 | $32.7M | 0.26% | 2025-12-31 |
| 67 | SCS Capital Management LLC | 52,453 | $31.7M | 0.25% | 2025-12-31 |
| 68 | JANE STREET GROUP, LLC | 52,300 | $31.6M | 0.25% | 2025-12-31 |
| 69 | MetLife Investment Management, LLC | 52,300 | $31.6M | 0.25% | 2025-12-31 |
| 70 | Crewe Advisors LLC | 50,125 | $30.2M | 0.23% | 2025-12-31 |
| 71 | BARCLAYS PLC | 50,000 | $30.2M | 0.23% | 2025-12-31 |
| 72 | Baird Financial Group, Inc. | 49,601 | $29.9M | 0.23% | 2025-12-31 |
| 73 | Chicago Partners Investment Group LLC | 45,582 | $29.0M | 0.21% | 2025-12-31 |
| 74 | IFG Advisors, LLC | 45,622 | $27.5M | 0.21% | 2025-12-31 |
| 75 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,400 | $26.8M | 0.21% | 2025-12-31 |
| 76 | Clearstead Advisors, LLC | 44,364 | $26.8M | 0.21% | 2025-12-31 |
| 77 | CUMBERLAND ADVISORS INC | 43,947 | $26.5M | 0.21% | 2025-12-31 |
| 78 | LCM Capital Management Inc | 43,573 | $26.3M | 0.20% | 2025-12-31 |
| 79 | Tandem Wealth Advisors LLC | 41,299 | $25.5M | 0.19% | 2025-12-31 |
| 80 | Klingman & Associates, LLC | 41,828 | $25.2M | 0.20% | 2025-12-31 |
| 81 | CONNING INC. | 38,596 | $23.3M | 0.18% | 2025-12-31 |
| 82 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 38,082 | $23.0M | 0.18% | 2025-12-31 |
| 83 | SummitTX Capital, L.P. | 37,867 | $22.8M | 0.18% | 2025-12-31 |
| 84 | JOHNSON INVESTMENT COUNSEL INC | 37,726 | $22.8M | 0.18% | 2025-12-31 |
| 85 | FMR LLC | 36,315 | $21.9M | 0.17% | 2025-12-31 |
| 86 | COMERICA BANK | 35,955 | $21.7M | 0.17% | 2025-12-31 |
| 87 | BRANT POINT INVESTMENT MANAGEMENT LLC | 350 | $21.1M | 0.00% | 2025-12-31 |
| 88 | 1ST SOURCE BANK | 34,864 | $21.0M | 0.16% | 2025-12-31 |
| 89 | Miracle Mile Advisors, LLC | 34,390 | $20.7M | 0.16% | 2025-12-31 |
| 90 | CITIZENS FINANCIAL GROUP INC/RI | 34,119 | $20.6M | 0.16% | 2025-12-31 |
| 91 | EP Wealth Advisors, LLC | 33,406 | $20.2M | 0.15% | 2025-12-31 |
| 92 | Steele Capital Management, Inc. | 33,223 | $20.1M | 0.15% | 2025-12-31 |
| 93 | Tiller Private Wealth, Inc. | 32,648 | $19.7M | 0.15% | 2025-12-31 |
| 94 | Waldron Private Wealth LLC | 32,643 | $19.7M | 0.15% | 2025-12-31 |
| 95 | CITIGROUP INC | 32,607 | $19.7M | 0.15% | 2025-12-31 |
| 96 | Rockefeller Capital Management L.P. | 32,453 | $19.6M | 0.15% | 2025-12-31 |
| 97 | TRUSTMARK BANK TRUST DEPARTMENT | 32,124 | $19.4M | 0.15% | 2025-12-31 |
| 98 | HANCOCK WHITNEY CORP | 31,905 | $19.2M | 0.15% | 2025-12-31 |
| 99 | Pinnacle Financial Partners, Inc. | 28,960 | $17.5M | 0.13% | 2025-12-31 |
| 100 | MERCER GLOBAL ADVISORS INC /ADV | 28,772 | $17.4M | 0.13% | 2025-12-31 |
| 101 | AQR CAPITAL MANAGEMENT LLC | 27,612 | $16.7M | 0.13% | 2025-12-31 |
| 102 | HUNTINGTON NATIONAL BANK | 27,163 | $16.4M | 0.12% | 2025-12-31 |
| 103 | Cresset Asset Management, LLC | 26,294 | $15.9M | 0.12% | 2025-12-31 |
| 104 | Serenus Wealth Advisors, LLC | 26,345 | $15.9M | 0.12% | 2025-12-31 |
| 105 | Kestra Advisory Services, LLC | 26,119 | $15.8M | 0.12% | 2025-12-31 |
| 106 | Wealth Alliance Advisory Group, LLC | 25,516 | $15.4M | 0.12% | 2025-12-31 |
| 107 | COMMERCE BANK | 24,366 | $14.7M | 0.11% | 2025-12-31 |
| 108 | MML INVESTORS SERVICES, LLC | 24,099 | $14.5M | 0.11% | 2025-12-31 |
| 109 | Simmons Bank | 23,966 | $14.5M | 0.11% | 2025-12-31 |
| 110 | Qube Research & Technologies Ltd | 23,671 | $14.3M | 0.11% | 2025-12-31 |
| 111 | GLENMEDE TRUST CO NA | 23,115 | $13.9M | 0.11% | 2025-12-31 |
| 112 | Steward Partners Investment Advisory, LLC | 22,729 | $13.7M | 0.10% | 2025-12-31 |
| 113 | Walleye Trading LLC | 22,500 | $13.6M | 0.10% | 2025-12-31 |
| 114 | Atlantic Edge Private Wealth Management, LLC | 22,486 | $13.6M | 0.10% | 2025-12-31 |
| 115 | Savant Capital, LLC | 22,021 | $13.3M | 0.10% | 2025-12-31 |
| 116 | Mesirow Financial Investment Management, Inc. | 22,000 | $13.3M | 0.10% | 2025-12-31 |
| 117 | MARSHALL WACE, LLP | 21,373 | $12.9M | 0.10% | 2025-12-31 |
| 118 | MCF Advisors LLC | 21,143 | $12.8M | 0.10% | 2025-12-31 |
| 119 | Curi Capital, LLC | 21,083 | $12.8M | 0.10% | 2025-12-31 |
| 120 | IMC-Chicago, LLC | 20,869 | $12.6M | 0.09% | 2025-12-31 |
| 121 | Caldwell Trust Co | 20,814 | $12.6M | 0.09% | 2025-12-31 |
| 122 | Ameritas Investment Partners, Inc. | 20,000 | $12.1M | 0.09% | 2025-12-31 |
| 123 | jvl associates llc | 19,689 | $11.9M | 0.09% | 2025-12-31 |
| 124 | PEDDOCK CAPITAL ADVISORS, LLC | 19,574 | $11.8M | 0.09% | 2025-12-31 |
| 125 | Trifecta Capital Advisors, LLC | 19,564 | $11.8M | 0.09% | 2025-12-31 |
| 126 | Carnegie Investment Counsel | 19,470 | $11.7M | 0.09% | 2025-12-31 |
| 127 | Callan Family Office, LLC | 18,953 | $11.4M | 0.09% | 2025-12-31 |
| 128 | Corsicana & Co. | 18,580 | $11.2M | 0.08% | 2025-12-31 |
| 129 | Lutz Financial Services LLC | 18,573 | $11.2M | 0.08% | 2025-12-31 |
| 130 | Csenge Advisory Group | 18,514 | $11.2M | 0.08% | 2025-12-31 |
| 131 | Wellspring Financial Advisors, LLC | 18,484 | $11.2M | 0.08% | 2025-12-31 |
| 132 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 18,259 | $11.0M | 0.08% | 2025-12-31 |
| 133 | Thrive Wealth Management, LLC | 18,185 | $11.0M | 0.08% | 2025-12-31 |
| 134 | OLD NATIONAL BANCORP /IN/ | 17,778 | $10.7M | 0.08% | 2025-12-31 |
| 135 | &PARTNERS | 17,334 | $10.5M | 0.08% | 2025-12-31 |
| 136 | BROWN BROTHERS HARRIMAN & CO | 17,272 | $10.4M | 0.08% | 2025-12-31 |
| 137 | Hummer Financial Advisory Services Inc | 17,093 | $10.3M | 0.08% | 2025-12-31 |
| 138 | Torrey-Payne Wealth Management, LLC | 15,800 | $10.0M | 0.07% | 2025-12-31 |
| 139 | Canopy Partners, LLC | 16,507 | $10.0M | 0.07% | 2025-12-31 |
| 140 | World Investment Advisors | 16,630 | $9.9M | 0.07% | 2025-12-31 |
| 141 | Cyndeo Wealth Partners, LLC | 16,273 | $9.8M | 0.07% | 2025-12-31 |
| 142 | Quantinno Capital Management LP | 16,224 | $9.8M | 0.07% | 2025-12-31 |
| 143 | ARVEST INVESTMENTS, INC. | 16,147 | $9.7M | 0.07% | 2025-12-31 |
| 144 | IEQ CAPITAL, LLC | 16,145 | $9.7M | 0.07% | 2025-12-31 |
| 145 | Montz Harcus Wealth Management LLC | 16,037 | $9.7M | 0.07% | 2025-12-31 |
| 146 | Legacy Advisors, LLC | 15,922 | $9.6M | 0.07% | 2025-12-31 |
| 147 | Brookstone Capital Management | 15,884 | $9.6M | 0.07% | 2025-12-31 |
| 148 | FIRST NATIONAL BANK OF OMAHA | 15,624 | $9.5M | 0.07% | 2025-12-31 |
| 149 | GFS Advisors, LLC | 15,628 | $9.4M | 0.07% | 2025-12-31 |
| 150 | Harbour Trust & Investment Management Co | 15,575 | $9.4M | 0.07% | 2025-12-31 |
| 151 | FIRST FINANCIAL BANK - TRUST DIVISION | 15,316 | $9.2M | 0.07% | 2025-12-31 |
| 152 | CAPITAL FUND MANAGEMENT S.A. | 15,200 | $9.2M | 0.07% | 2025-12-31 |
| 153 | Howard Capital Management Inc. | 15,193 | $9.2M | 0.07% | 2025-12-31 |
| 154 | Capstone Financial Advisors, Inc. | 15,181 | $9.2M | 0.07% | 2025-12-31 |
| 155 | NIXON PEABODY TRUST CO | 14,945 | $9.0M | 0.07% | 2025-12-31 |
| 156 | FIRST MERCHANTS CORP | 14,886 | $9.0M | 0.07% | 2025-12-31 |
| 157 | CENTRAL BANK & TRUST CO | 14,841 | $9.0M | 0.07% | 2025-12-31 |
| 158 | KCM INVESTMENT ADVISORS LLC | 14,456 | $8.7M | 0.06% | 2025-12-31 |
| 159 | RMR Wealth Builders | 14,395 | $8.7M | 0.06% | 2025-12-31 |
| 160 | OPPENHEIMER & CO INC | 14,232 | $8.6M | 0.06% | 2025-12-31 |
| 161 | Legal & General Group Plc | 14,200 | $8.6M | 0.06% | 2025-12-31 |
| 162 | Mill Creek Capital Advisors, LLC | 13,994 | $8.4M | 0.06% | 2025-12-31 |
| 163 | Evercore Wealth Management, LLC | 13,950 | $8.4M | 0.06% | 2025-12-31 |
| 164 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13,936 | $8.4M | 0.06% | 2025-12-31 |
| 165 | BEARING POINT CAPITAL, LLC | 13,808 | $8.3M | 0.06% | 2025-12-31 |
| 166 | TIAA TRUST, NATIONAL ASSOCIATION | 13,632 | $8.2M | 0.06% | 2025-12-31 |
| 167 | NBT BANK N A /NY | 13,603 | $8.2M | 0.06% | 2025-12-31 |
| 168 | Chesley Taft & Associates LLC | 13,483 | $8.1M | 0.06% | 2025-12-31 |
| 169 | TKG Advisors, LLC | 13,309 | $8.0M | 0.06% | 2025-12-31 |
| 170 | Busey Bank | 13,070 | $7.9M | 0.06% | 2025-12-31 |
| 171 | Focus Partners Advisor Solutions, LLC | 12,922 | $7.8M | 0.06% | 2025-12-31 |
| 172 | SEEDS INVESTOR LLC | 12,880 | $7.8M | 0.06% | 2025-12-31 |
| 173 | STALEY CAPITAL ADVISERS INC | 12,844 | $7.7M | 0.06% | 2025-12-31 |
| 174 | Waverly Advisors, LLC | 12,547 | $7.6M | 0.06% | 2025-12-31 |
| 175 | AGF MANAGEMENT LTD | 12,469 | $7.5M | 0.05% | 2025-12-31 |
| 176 | Pacific Center for Financial Services | 12,598 | $7.5M | 0.06% | 2025-12-31 |
| 177 | Grove Bank & Trust | 12,427 | $7.5M | 0.05% | 2025-12-31 |
| 178 | Sand Hill Global Advisors, LLC | 11,929 | $7.2M | 0.05% | 2025-12-31 |
| 179 | CMG Global Holdings, LLC | 11,217 | $7.2M | 0.05% | 2025-12-31 |
| 180 | Wealthspire Advisors, LLC | 11,822 | $7.1M | 0.05% | 2025-12-31 |
| 181 | Meridian Wealth Advisors, LLC | 11,753 | $7.1M | 0.05% | 2025-12-31 |
| 182 | Capital Group Private Client Services, Inc. | 11,747 | $7.1M | 0.05% | 2025-12-31 |
| 183 | Dakota Wealth Management | 11,709 | $7.1M | 0.05% | 2025-12-31 |
| 184 | Alexis Investment Partners, LLC | 11,570 | $7.1M | 0.05% | 2025-12-31 |
| 185 | Badgley Phelps Wealth Managers, LLC | 11,478 | $6.9M | 0.05% | 2025-12-31 |
| 186 | Paulson Wealth Management Inc. | 11,421 | $6.9M | 0.05% | 2025-12-31 |
| 187 | NewEdge Wealth, LLC | 11,338 | $6.8M | 0.05% | 2025-12-31 |
| 188 | Private Advisor Group, LLC | 11,337 | $6.8M | 0.05% | 2025-12-31 |
| 189 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 11,325 | $6.8M | 0.05% | 2025-12-31 |
| 190 | Linscomb Wealth, Inc. | 11,289 | $6.8M | 0.05% | 2025-12-31 |
| 191 | Allworth Financial LP | 11,314 | $6.7M | 0.05% | 2025-12-31 |
| 192 | HANOVER ADVISORS INC | 11,127 | $6.7M | 0.05% | 2025-12-31 |
| 193 | Community Bank, N.A. | 11,101 | $6.7M | 0.05% | 2025-12-31 |
| 194 | Sanctuary Advisors, LLC | 11,015 | $6.6M | 0.05% | 2025-12-31 |
| 195 | Latigo Investments, LLC | 10,962 | $6.6M | 0.05% | 2025-12-31 |
| 196 | Goelzer Investment Management, Inc. | 10,874 | $6.6M | 0.05% | 2025-12-31 |
| 197 | Vestmark Advisory Solutions, Inc. | 10,842 | $6.5M | 0.05% | 2025-12-31 |
| 198 | Pinnacle Wealth Management Advisory Group, LLC | 10,832 | $6.5M | 0.05% | 2025-12-31 |
| 199 | DIVERSIFIED MANAGEMENT INC | 10,762 | $6.5M | 0.05% | 2025-12-31 |
| 200 | CIBC Private Wealth Group LLC | 10,721 | $6.5M | 0.05% | 2025-12-31 |
| 201 | Winter & Associates, Inc. | 10,708 | $6.5M | 0.05% | 2025-12-31 |
| 202 | Madison Park Capital Advisors, LLC | 10,679 | $6.4M | 0.05% | 2025-12-31 |
| 203 | Palisade Asset Management, LLC | 10,451 | $6.3M | 0.04% | 2025-12-31 |
| 204 | Hopwood Financial Services, Inc. | 10,401 | $6.3M | 0.04% | 2025-12-31 |
| 205 | G&S Capital LLC | 10,387 | $6.3M | 0.04% | 2025-12-31 |
| 206 | Retirement Income Solutions, Inc | 10,323 | $6.2M | 0.04% | 2025-12-31 |
| 207 | LEAVELL INVESTMENT MANAGEMENT, INC. | 10,266 | $6.2M | 0.04% | 2025-12-31 |
| 208 | Newport Capital Group, LLC | 10,284 | $6.2M | 0.04% | 2025-12-31 |
| 209 | ARBOR TRUST WEALTH ADVISORS, LLC | 10,234 | $6.2M | 0.04% | 2025-12-31 |
| 210 | Summit Financial, LLC | 10,229 | $6.2M | 0.04% | 2025-12-31 |
| 211 | DAYMARK WEALTH PARTNERS, LLC | 10,216 | $6.2M | 0.04% | 2025-12-31 |
| 212 | JONES FINANCIAL COMPANIES LLLP | 10,207 | $6.2M | 0.04% | 2025-12-31 |
| 213 | Diversified Portfolios, Inc. | 10,065 | $6.1M | 0.04% | 2025-12-31 |
| 214 | Wilmar Advisors LLC | 10,000 | $6.0M | 0.04% | 2025-12-31 |
| 215 | RBF Capital, LLC | 10,000 | $6.0M | 0.04% | 2025-12-31 |
| 216 | Mechanics Bank Trust Department | 9,967 | $6.0M | 0.04% | 2025-12-31 |
| 217 | Private Wealth Asset Management, LLC | 9,947 | $6.0M | 0.04% | 2025-12-31 |
| 218 | BlackRock, Inc. | 9,918 | $6.0M | 0.04% | 2025-12-31 |
| 219 | ADIRONDACK TRUST CO | 9,893 | $6.0M | 0.04% | 2025-12-31 |
| 220 | HARBOUR INVESTMENTS, INC. | 9,709 | $5.9M | 0.04% | 2025-12-31 |
| 221 | Equitable Holdings, Inc. | 9,703 | $5.9M | 0.04% | 2025-12-31 |
| 222 | Atria Investments, Inc | 9,645 | $5.8M | 0.04% | 2025-12-31 |
| 223 | FIRST HORIZON CORP | 9,597 | $5.8M | 0.04% | 2025-12-31 |
| 224 | TI-TRUST, INC | 9,456 | $5.7M | 0.04% | 2025-12-31 |
| 225 | Merit Financial Group, LLC | 9,435 | $5.7M | 0.04% | 2025-12-31 |
| 226 | Fifth Third Securities, Inc. | 9,433 | $5.7M | 0.04% | 2025-12-31 |
| 227 | CreativeOne Wealth, LLC | 9,327 | $5.6M | 0.04% | 2025-12-31 |
| 228 | Laird Norton Wetherby Trust Company, LLC | 9,281 | $5.6M | 0.04% | 2025-12-31 |
| 229 | BARRETT & COMPANY, INC. | 9,277 | $5.6M | 0.04% | 2025-12-31 |
| 230 | Resonant Capital Advisors, LLC | 9,198 | $5.6M | 0.04% | 2025-12-31 |
| 231 | Paller Financial Services Inc | 9,183 | $5.5M | 0.04% | 2025-12-31 |
| 232 | Balboa Wealth Partners | 9,177 | $5.5M | 0.04% | 2025-12-31 |
| 233 | Modera Wealth Management, LLC | 9,118 | $5.5M | 0.04% | 2025-12-31 |
| 234 | MOTCO | 9,097 | $5.5M | 0.04% | 2025-12-31 |
| 235 | Firestone Capital Management | 9,031 | $5.4M | 0.04% | 2025-12-31 |
| 236 | Peak Asset Management, LLC | 8,832 | $5.3M | 0.04% | 2025-12-31 |
| 237 | FLPUTNAM INVESTMENT MANAGEMENT CO | 8,654 | $5.2M | 0.04% | 2025-12-31 |
| 238 | Gotham Asset Management, LLC | 8,638 | $5.2M | 0.04% | 2025-12-31 |
| 239 | MILLENNIUM MANAGEMENT LLC | 8,575 | $5.2M | 0.04% | 2025-12-31 |
| 240 | MERIDIAN INVESTMENT COUNSEL INC. | 8,565 | $5.2M | 0.04% | 2025-12-31 |
| 241 | Ashton Thomas Private Wealth, LLC | 8,508 | $5.2M | 0.04% | 2025-12-31 |
| 242 | CAPE COD FIVE CENTS SAVINGS BANK | 9,002 | $5.1M | 0.04% | 2025-12-31 |
| 243 | AMG National Trust Bank | 8,454 | $5.1M | 0.04% | 2025-12-31 |
| 244 | NICOLET ADVISORY SERVICES, LLC | 8,023 | $5.1M | 0.03% | 2025-12-31 |
| 245 | M&T Bank Corp | 8,403 | $5.1M | 0.04% | 2025-12-31 |
| 246 | Financial Engines Advisors L.L.C. | 8,313 | $5.0M | 0.03% | 2025-12-31 |
| 247 | Apollon Wealth Management, LLC | 8,301 | $5.0M | 0.03% | 2025-12-31 |
| 248 | North Star Investment Management Corp. | 8,296 | $5.0M | 0.03% | 2025-12-31 |
| 249 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,104 | $4.9M | 0.03% | 2025-12-31 |
| 250 | Highview Capital Management LLC/DE/ | 8,094 | $4.9M | 0.03% | 2025-12-31 |
| 251 | RFG Advisory, LLC | 8,034 | $4.8M | 0.03% | 2025-12-31 |
| 252 | Crestwood Advisors Group, LLC | 8,005 | $4.8M | 0.03% | 2025-12-31 |
| 253 | BOKF, NA | 7,980 | $4.8M | 0.03% | 2025-12-31 |
| 254 | Bay Rivers Group | 7,972 | $4.8M | 0.03% | 2025-12-31 |
| 255 | FIFTH THIRD BANCORP | 7,898 | $4.8M | 0.03% | 2025-12-31 |
| 256 | Haverford Trust Co | 7,888 | $4.8M | 0.03% | 2025-12-31 |
| 257 | Prospera Financial Services Inc | 7,877 | $4.8M | 0.03% | 2025-12-31 |
| 258 | Intrepid Financial Planning Group LLC | 7,712 | $4.7M | 0.03% | 2025-12-31 |
| 259 | Point72 Asset Management, L.P. | 7,700 | $4.6M | 0.03% | 2025-12-31 |
| 260 | Associated Banc-Corp | 7,682 | $4.6M | 0.03% | 2025-12-31 |
| 261 | NorthCrest Asset Manangement, LLC | 7,476 | $4.6M | 0.03% | 2025-12-31 |
| 262 | Perigon Wealth Management, LLC | 7,644 | $4.6M | 0.03% | 2025-12-31 |
| 263 | CENTRAL TRUST Co | 7,620 | $4.6M | 0.03% | 2025-12-31 |
| 264 | Williams Jones Wealth Management, LLC. | 7,608 | $4.6M | 0.03% | 2025-12-31 |
| 265 | NewEdge Advisors, LLC | 7,573 | $4.6M | 0.03% | 2025-12-31 |
| 266 | SMITH CHAS P & ASSOCIATES PA CPAS | 7,568 | $4.6M | 0.03% | 2025-12-31 |
| 267 | KMG FIDUCIARY PARTNERS, LLC | 7,555 | $4.6M | 0.03% | 2025-12-31 |
| 268 | Beacon Pointe Advisors, LLC | 7,515 | $4.5M | 0.03% | 2025-12-31 |
| 269 | Breakwater Capital Group | 7,504 | $4.5M | 0.03% | 2025-12-31 |
| 270 | SONATA CAPITAL GROUP INC | 7,438 | $4.5M | 0.03% | 2025-12-31 |
| 271 | FIDELIS CAPITAL PARTNERS, LLC | 7,340 | $4.4M | 0.03% | 2025-12-31 |
| 272 | Midwest Financial Group LLC | 7,330 | $4.4M | 0.03% | 2025-12-31 |
| 273 | YOUSIF CAPITAL MANAGEMENT, LLC | 6,969 | $4.4M | 0.03% | 2025-12-31 |
| 274 | U.S. Capital Wealth Advisors, LLC | 6,989 | $4.2M | 0.03% | 2025-12-31 |
| 275 | Fifth Third Wealth Advisors LLC | 6,934 | $4.2M | 0.03% | 2025-12-31 |
| 276 | Mayflower Financial Advisors, LLC | 6,923 | $4.2M | 0.03% | 2025-12-31 |
| 277 | Ballentine Partners, LLC | 6,816 | $4.1M | 0.03% | 2025-12-31 |
| 278 | DAVIS R M INC | 6,807 | $4.1M | 0.03% | 2025-12-31 |
| 279 | Houlihan Financial Resource Group, Ltd. | 6,647 | $4.1M | 0.03% | 2025-12-31 |
| 280 | MONETA GROUP INVESTMENT ADVISORS LLC | 6,716 | $4.1M | 0.03% | 2025-12-31 |
| 281 | Benchmark Financial Wealth Advisors, LLC | 6,703 | $4.0M | 0.03% | 2025-12-31 |
| 282 | KEYBANK NATIONAL ASSOCIATION/OH | 6,622 | $4.0M | 0.03% | 2025-12-31 |
| 283 | SAGESPRING WEALTH PARTNERS, LLC | 6,589 | $4.0M | 0.03% | 2025-12-31 |
| 284 | FRANKLIN RESOURCES INC | 6,560 | $4.0M | 0.03% | 2025-12-31 |
| 285 | BANK OF NOVA SCOTIA | 6,521 | $3.9M | 0.03% | 2025-12-31 |
| 286 | Keystone Financial Group | 6,455 | $3.9M | 0.03% | 2025-12-31 |
| 287 | Advisory Services Network, LLC | 6,394 | $3.9M | 0.03% | 2025-12-31 |
| 288 | TD PRIVATE CLIENT WEALTH LLC | 6,383 | $3.9M | 0.03% | 2025-12-31 |
| 289 | CHARTER RESEARCH & INVESTMENT GROUP, INC. | 6,334 | $3.8M | 0.03% | 2025-12-31 |
| 290 | Glen Eagle Advisors, LLC | 6,319 | $3.8M | 0.03% | 2025-12-31 |
| 291 | Segment Wealth Management, LLC | 6,308 | $3.8M | 0.03% | 2025-12-31 |
| 292 | OneDigital Investment Advisors LLC | 6,301 | $3.8M | 0.03% | 2025-12-31 |
| 293 | Penobscot Investment Management Company, Inc. | 6,221 | $3.8M | 0.02% | 2025-12-31 |
| 294 | Elyxium Wealth, LLC | 6,200 | $3.7M | 0.02% | 2025-12-31 |
| 295 | Tandem Investment Partners LLC | 6,170 | $3.7M | 0.02% | 2025-12-31 |
| 296 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,120 | $3.7M | 0.02% | 2025-12-31 |
| 297 | MATRIX ASSET ADVISORS INC/NY | 6,116 | $3.7M | 0.02% | 2025-12-31 |
| 298 | Orion Porfolio Solutions, LLC | 6,056 | $3.7M | 0.02% | 2025-12-31 |
| 299 | WOODSTOCK CORP | 6,054 | $3.7M | 0.02% | 2025-12-31 |
| 300 | CIBC WORLD MARKET INC. | 6,045 | $3.6M | 0.02% | 2025-12-31 |
| 301 | Salomon & Ludwin, LLC | 5,870 | $3.6M | 0.02% | 2025-12-31 |
| 302 | BAILARD, INC. | 6,019 | $3.6M | 0.02% | 2025-12-31 |
| 303 | Crews Bank & Trust | 5,932 | $3.6M | 0.02% | 2025-12-31 |
| 304 | Clear Point Advisors Inc. | 5,904 | $3.6M | 0.02% | 2025-12-31 |
| 305 | PRECEDENT WEALTH PARTNERS, LLC | 5,886 | $3.6M | 0.02% | 2025-12-31 |
| 306 | CHOREO, LLC | 54,079 | $3.5M | 0.25% | 2025-12-31 |
| 307 | Concurrent Investment Advisors, LLC | 5,860 | $3.5M | 0.02% | 2025-12-31 |
| 308 | Sepio Capital, LP | 5,810 | $3.5M | 0.02% | 2025-12-31 |
| 309 | Joel Isaacson & Co., LLC | 5,796 | $3.5M | 0.02% | 2025-12-31 |
| 310 | FIRST CITIZENS BANK & TRUST CO | 5,779 | $3.5M | 0.02% | 2025-12-31 |
| 311 | GREENLEAF TRUST | 5,744 | $3.5M | 0.02% | 2025-12-31 |
| 312 | FLAGSTAR ADVISORS INC | 5,671 | $3.4M | 0.02% | 2025-12-31 |
| 313 | WHALEROCK POINT PARTNERS, LLC | 5,645 | $3.4M | 0.02% | 2025-12-31 |
| 314 | Silvercrest Asset Management Group LLC | 5,637 | $3.4M | 0.02% | 2025-12-31 |
| 315 | ROMANO BROTHERS AND COMPANY | 5,630 | $3.4M | 0.02% | 2025-12-31 |
| 316 | VICTORY FINANCIAL GROUP, LLC | 5,586 | $3.4M | 0.02% | 2025-12-31 |
| 317 | MEANS INVESTMENT CO., INC. | 5,568 | $3.4M | 0.02% | 2025-12-31 |
| 318 | Apella Capital, LLC | 5,498 | $3.3M | 0.02% | 2025-12-31 |
| 319 | Argent Trust Co | 5,381 | $3.2M | 0.02% | 2025-12-31 |
| 320 | STEPH & CO | 5,375 | $3.2M | 0.02% | 2025-12-31 |
| 321 | KESTRA PRIVATE WEALTH SERVICES, LLC | 5,345 | $3.2M | 0.02% | 2025-12-31 |
| 322 | Sowell Financial Services LLC | 5,331 | $3.2M | 0.02% | 2025-12-31 |
| 323 | Paladin Advisory Group, LLC | 5,250 | $3.2M | 0.02% | 2025-12-31 |
| 324 | SSA SWISS ADVISORS AG | 5,282 | $3.1M | 0.02% | 2025-12-31 |
| 325 | Providence Financial Advisors, LLC | 5,193 | $3.1M | 0.02% | 2025-12-31 |
| 326 | EASTERN BANK | 5,190 | $3.1M | 0.02% | 2025-12-31 |
| 327 | J.W. COLE ADVISORS, INC. | 7,293 | $3.1M | 0.03% | 2025-12-31 |
| 328 | Chevy Chase Trust Holdings, LLC | 5,176 | $3.1M | 0.02% | 2025-12-31 |
| 329 | GAMCO INVESTORS, INC. ET AL | 5,165 | $3.1M | 0.02% | 2025-12-31 |
| 330 | VANGUARD GROUP INC | 5,156 | $3.1M | 0.02% | 2025-12-31 |
| 331 | Envestnet Portfolio Solutions, Inc. | 5,089 | $3.1M | 0.02% | 2025-12-31 |
| 332 | SPINNAKER TRUST | 5,056 | $3.0M | 0.02% | 2025-12-31 |
| 333 | Pegasus Asset Management, Inc. | 4,978 | $3.0M | 0.02% | 2025-12-31 |
| 334 | HB Wealth Management, LLC | 4,974 | $3.0M | 0.02% | 2025-12-31 |
| 335 | Wilmington Savings Fund Society, FSB | 4,970 | $3.0M | 0.02% | 2025-12-31 |
| 336 | Crescent Sterling, Ltd. | 4,964 | $3.0M | 0.02% | 2025-12-31 |
| 337 | TD Waterhouse Canada Inc. | 4,965 | $3.0M | 0.02% | 2025-12-31 |
| 338 | Sigma Planning Corp | 4,963 | $3.0M | 0.02% | 2025-12-31 |
| 339 | Providence First Trust Co | 4,887 | $2.9M | 0.02% | 2025-12-31 |
| 340 | Independence Bank of Kentucky | 4,809 | $2.9M | 0.02% | 2025-12-31 |
| 341 | Capital Advisory Group Advisory Services, LLC | 4,803 | $2.9M | 0.02% | 2025-12-31 |
| 342 | Meridian Wealth Management, LLC | 4,773 | $2.9M | 0.02% | 2025-12-31 |
| 343 | Asset Management Group, Inc. | 4,764 | $2.9M | 0.02% | 2025-12-31 |
| 344 | Snowden Capital Advisors LLC | 4,710 | $2.9M | 0.02% | 2025-12-31 |
| 345 | New England Private Wealth Advisors LLC | 4,685 | $2.8M | 0.02% | 2025-12-31 |
| 346 | EVOKE WEALTH, LLC | 4,613 | $2.8M | 0.02% | 2025-12-31 |
| 347 | Diversified Trust Co | 4,594 | $2.8M | 0.02% | 2025-12-31 |
| 348 | IFG Advisory, LLC | 4,563 | $2.8M | 0.02% | 2025-12-31 |
| 349 | WEST PACES ADVISORS INC. | 4,562 | $2.8M | 0.02% | 2025-12-31 |
| 350 | Shoker Investment Counsel, Inc. | 4,550 | $2.7M | 0.02% | 2025-12-31 |
| 351 | Connecticut Wealth Management, LLC | 4,544 | $2.7M | 0.02% | 2025-12-31 |
| 352 | Lionsbridge Wealth Management LLC | 4,532 | $2.7M | 0.02% | 2025-12-31 |
| 353 | Weil Company, Inc. | 4,514 | $2.7M | 0.02% | 2025-12-31 |
| 354 | ELEMENT POINTE ADVISORS, LLC | 4,500 | $2.7M | 0.02% | 2025-12-31 |
| 355 | Winthrop Advisory Group LLC | 4,463 | $2.7M | 0.02% | 2025-12-31 |
| 356 | Johnson Financial Group, Inc. | 4,458 | $2.7M | 0.02% | 2025-12-31 |
| 357 | Gilman Hill Asset Management, LLC | 4,448 | $2.7M | 0.02% | 2025-12-31 |
| 358 | Stratos Wealth Partners, LTD. | 4,446 | $2.7M | 0.02% | 2025-12-31 |
| 359 | WealthBridge Capital Management, LLC | 4,413 | $2.7M | 0.02% | 2025-12-31 |
| 360 | Prime Capital Investment Advisors, LLC | 4,411 | $2.7M | 0.02% | 2025-12-31 |
| 361 | Veracity Capital LLC | 4,359 | $2.6M | 0.02% | 2025-12-31 |
| 362 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 4,338 | $2.6M | 0.02% | 2025-12-31 |
| 363 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4,093 | $2.6M | 0.01% | 2025-12-31 |
| 364 | STEEL GROVE CAPITAL ADVISORS, LLC | 4,294 | $2.6M | 0.02% | 2025-12-31 |
| 365 | NAPLES GLOBAL ADVISORS, LLC | 4,277 | $2.6M | 0.02% | 2025-12-31 |
| 366 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,219 | $2.5M | 0.02% | 2025-12-31 |
| 367 | SALEM INVESTMENT COUNSELORS INC | 4,197 | $2.5M | 0.02% | 2025-12-31 |
| 368 | Sage Financial Management Group, Inc. | 4,196 | $2.5M | 0.02% | 2025-12-31 |
| 369 | Arkadios Wealth Advisors | 4,193 | $2.5M | 0.02% | 2025-12-31 |
| 370 | Whitegate Investment Counselors, Inc. | 4,150 | $2.5M | 0.01% | 2025-12-31 |
| 371 | RVW Wealth, LLC | 4,129 | $2.5M | 0.01% | 2025-12-31 |
| 372 | Coastline Trust Co | 4,127 | $2.5M | 0.01% | 2025-12-31 |
| 373 | Virtue Capital Management, LLC | 6,412 | $2.5M | 0.03% | 2025-12-31 |
| 374 | Sterling Investment Advisors, Ltd. | 4,098 | $2.5M | 0.01% | 2025-12-31 |
| 375 | Baltimore-Washington Financial Advisors, Inc. | 4,090 | $2.5M | 0.01% | 2025-12-31 |
| 376 | NorthRock Partners, LLC | 4,063 | $2.5M | 0.01% | 2025-12-31 |
| 377 | BECKER CAPITAL MANAGEMENT INC | 4,045 | $2.4M | 0.01% | 2025-12-31 |
| 378 | COURIER CAPITAL LLC | 3,981 | $2.4M | 0.01% | 2025-12-31 |
| 379 | St. Johns Investment Management Company, LLC | 3,973 | $2.4M | 0.01% | 2025-12-31 |
| 380 | TRANSATLANTIQUE PRIVATE WEALTH LLC | 3,963 | $2.4M | 0.01% | 2025-12-31 |
| 381 | OPPENHEIMER ASSET MANAGEMENT INC. | 3,951 | $2.4M | 0.01% | 2025-12-31 |
| 382 | Baron Financial Group, LLC | 3,949 | $2.4M | 0.01% | 2025-12-31 |
| 383 | Lavaca Capital LLC | 3,942 | $2.4M | 0.01% | 2025-12-31 |
| 384 | Cambridge Advisors Inc. | 3,894 | $2.3M | 0.01% | 2025-12-31 |
| 385 | Financial Life Planners | 3,881 | $2.3M | 0.01% | 2025-12-31 |
| 386 | PKS Advisory Services, LLC | 3,836 | $2.3M | 0.01% | 2025-12-31 |
| 387 | Caprock Group, LLC | 3,819 | $2.3M | 0.01% | 2025-12-31 |
| 388 | Park Capital Management, LLC / WI | 3,826 | $2.3M | 0.01% | 2025-12-31 |
| 389 | Revolve Wealth Partners, LLC | 3,785 | $2.3M | 0.01% | 2025-12-31 |
| 390 | WOODMONT INVESTMENT COUNSEL LLC | 3,783 | $2.3M | 0.01% | 2025-12-31 |
| 391 | DAVIDSON TRUST CO | 3,768 | $2.3M | 0.01% | 2025-12-31 |
| 392 | Wealthcare Advisory Partners LLC | 3,764 | $2.3M | 0.01% | 2025-12-31 |
| 393 | Expressive Wealth LLC | 3,761 | $2.3M | 0.01% | 2025-12-31 |
| 394 | Capital Investment Advisory Services, LLC | 3,758 | $2.3M | 0.01% | 2025-12-31 |
| 395 | Intelligent Financial Strategies | 3,743 | $2.3M | 0.01% | 2025-12-31 |
| 396 | ZWJ INVESTMENT COUNSEL INC | 3,753 | $2.3M | 0.01% | 2025-12-31 |
| 397 | Venturi Wealth Management, LLC | 3,750 | $2.3M | 0.01% | 2025-12-31 |
| 398 | Investment Advisory Group, LLC | 3,749 | $2.3M | 0.01% | 2025-12-31 |
| 399 | Clientfirst Wealth Management, LLC | 3,741 | $2.3M | 0.01% | 2025-12-31 |
| 400 | SCOTIA CAPITAL INC. | 3,735 | $2.3M | 0.01% | 2025-12-31 |
| 401 | American Institute for Advanced Investment Management, LLP | 3,718 | $2.2M | 0.01% | 2025-12-31 |
| 402 | Blue Fin Capital, Inc. | 3,717 | $2.2M | 0.01% | 2025-12-31 |
| 403 | Berman McAleer LLC | 3,710 | $2.2M | 0.01% | 2025-12-31 |
| 404 | Churchill Financial Advisors, LLC | 3,710 | $2.2M | 0.01% | 2025-12-31 |
| 405 | PINCUS CAPITAL MANAGEMENT, LP | 3,695 | $2.2M | 0.01% | 2025-12-31 |
| 406 | Lewis Asset Management, LLC | 3,681 | $2.2M | 0.01% | 2025-12-31 |
| 407 | Global Retirement Partners, LLC | 3,654 | $2.2M | 0.01% | 2025-12-31 |
| 408 | Hilltop Holdings Inc. | 3,648 | $2.2M | 0.01% | 2025-12-31 |
| 409 | Finley Financial, LLC | 3,625 | $2.2M | 0.01% | 2025-12-31 |
| 410 | Farther Finance Advisors, LLC | 3,593 | $2.2M | 0.01% | 2025-12-31 |
| 411 | All Terrain Financial Advisors, LLC | 3,563 | $2.1M | 0.01% | 2025-12-31 |
| 412 | Marin Bay Wealth Advisors, LLC | 3,550 | $2.1M | 0.01% | 2025-12-31 |
| 413 | McLaughlin Asset Management, Inc. | 3,535 | $2.1M | 0.01% | 2025-12-31 |
| 414 | ARS Investment Partners, LLC | 3,529 | $2.1M | 0.01% | 2025-12-31 |
| 415 | JENNISON ASSOCIATES LLC | 3,528 | $2.1M | 0.01% | 2025-12-31 |