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Institutions Holding SPGM (169 holders)

169 institutions currently hold SPGM, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$166.2M0.04%
Sequoia Financial Advisors, LLC$151.8M0.85%
FLOW TRADERS U.S. LLC$69.1M2.19%
Independent Advisor Alliance$28.1M0.30%
Peak Financial Management, Inc.$27.6M7.00%
Private Advisor Group, LLC$19.6M0.09%
Schaeffer Financial LLC$19.0M16.01%
Mariner, LLC$18.7M0.02%
COMMERCE BANK$18.2M0.09%
OSAIC HOLDINGS, INC.$16.4M0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.8M0.03%
JANE STREET GROUP, LLC$13.4M0.00%
MORGAN STANLEY$12.9M0.00%
BANK OF AMERICA CORP /DE/$12.7M0.00%
Advance Capital Management, Inc.$11.0M0.42%
MEITAV INVESTMENT HOUSE LTD$10.9M0.12%
Ethos Financial Group, LLC$9.6M0.70%
Goldstone Financial Group, LLC$8.1M0.88%
Belpointe Asset Management LLC$7.8M0.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.5M0.00%
UBS Group AG$7.1M0.00%
JPMORGAN CHASE & CO$6.6M0.00%
Balentine LLC$5.9M0.24%
Coastal Bridge Advisors, LLC$5.8M0.41%
Barden Capital Management, Inc.$5.8M4.98%
UNIQUE WEALTH, LLC$5.7M0.79%
FORONJY FINANCIAL LLC$5.6M2.34%
Clearstead Advisors, LLC$5.2M0.05%
Investment Planning Advisors, Inc.$5.2M1.43%
FINANCIAL CONSULATE, INC$5.1M0.63%
Destiny Wealth Partners, LLC$4.7M0.51%
Betterment LLC$4.3M0.01%
RAYMOND JAMES FINANCIAL INC$4.0M0.00%
ACT WEALTH MANAGEMENT, LLC$3.1M1.04%
Cresset Asset Management, LLC$3.0M0.01%
Cambridge Investment Research Advisors, Inc.$3.0M0.01%
INTERACTIVE FINANCIAL ADVISORS, INC.$2.6M1.70%
CITADEL ADVISORS LLC$2.6M0.00%
CWM, LLC$2.5M0.01%
Great Waters Wealth Management$2.4M0.25%
Corient Private Wealth LLC$2.3M0.00%
Fund Evaluation Group, LLC$2.0M0.06%
Tennessee Valley Asset Management Partners$2.0M0.26%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M0.00%
GTS SECURITIES LLC$1.8M0.06%
FLAGSHIP HARBOR ADVISORS, LLC$1.8M0.08%
HighTower Advisors, LLC$1.8M0.00%
ENVESTNET ASSET MANAGEMENT INC$1.8M0.00%
Gerber Kawasaki Wealth & Investment Management$1.8M0.06%
Cooper Financial Group$1.7M0.17%
TRUIST FINANCIAL CORP$1.7M0.00%
AMERIPRISE FINANCIAL INC$1.7M0.00%
Sigma Planning Corp$1.5M0.04%
MERCER GLOBAL ADVISORS INC /ADV$1.5M0.00%
PFG Advisors$1.4M0.07%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M0.01%
IAG Wealth Partners, LLC$1.3M0.14%
SHP Wealth Management$1.3M0.10%
XY Planning Network, Inc.$1.2M0.20%
Chicago Partners Investment Group LLC$1.2M0.03%
GREAT VALLEY ADVISOR GROUP, INC.$1.2M0.02%
Convergence Financial, LLC$1.2M0.12%
CX Institutional$1.1M0.03%
Ausdal Financial Partners, Inc.$1.1M0.05%
ROYAL BANK OF CANADA$1.0M0.00%
Americana Partners, LLC$1.0M0.03%
Flagship Private Wealth, LLC$991.1K0.40%
Waverly Advisors, LLC$977.0K0.01%
KPP Advisory Services LLC$918.9K0.13%
New England Capital Financial Advisors LLC$876.9K0.24%
COMMONWEALTH EQUITY SERVICES, LLC$855.1K0.00%
FSM Wealth Advisors, LLC$820.8K0.11%
PRIVATE TRUST CO NA$819.4K0.07%
Christensen, King & Associates Investment Services, Inc.$753.1K0.32%
Merit Financial Group, LLC$705.4K0.01%
VERUS CAPITAL PARTNERS, LLC$664.7K0.05%
LVW Advisors, LLC$652.8K0.06%
HRT FINANCIAL LP$636.0K0.00%
Cetera Investment Advisers$628.9K0.00%
BIP Wealth, LLC$615.2K0.03%
Western Wealth Management, LLC$611.5K0.02%
Geneos Wealth Management Inc.$573.2K0.01%
Strategic Wealth Investment Group, LLC$572.9K0.07%
Professional Financial Advisors, LLC$561.2K0.11%
Bridgewater Advisors Inc.$526.2K0.03%
Stratos Investment Management, LLC$518.1K0.02%
STIFEL FINANCIAL CORP$504.2K0.00%
CAPTRUST FINANCIAL ADVISORS$502.1K0.00%
Garrett Wealth Advisory Group, LLC$500.5K0.09%
BlackRock, Inc.$494.2K0.00%
Verdence Capital Advisors LLC$494.0K0.03%
Vernal Point Advisors, LLC$487.2K0.20%
Modern Wealth Management, LLC$466.2K0.01%
Alaska Wealth Advisors, LLC$456.4K0.05%
GOLDMAN SACHS GROUP INC$456.2K0.00%
AE Wealth Management LLC$438.2K0.00%
Summit Financial, LLC$433.3K0.01%
Perennial Advisors, LLC$405.4K0.07%
Cornerstone Wealth Management, LLC$382.7K0.02%
Financial Engines Advisors L.L.C.$378.2K0.00%
Quantinno Capital Management LP$376.4K0.00%
IHT Wealth Management, LLC$363.6K0.01%
Koshinski Asset Management, Inc.$362.4K0.02%
Focus Partners Advisor Solutions, LLC$356.4K0.00%
DGS Capital Management, LLC$354.1K0.06%
Jacobi Capital Management LLC$353.5K0.02%
Creative Planning$349.3K0.00%
Key Financial Inc$348.0K0.06%
Kingsview Wealth Management, LLC$338.3K0.00%
Farther Finance Advisors, LLC$313.1K0.00%
Sage Mountain Advisors LLC$309.0K0.02%
Bank of New York Mellon Corp$304.8K0.00%
Holos Integrated Wealth LLC$297.1K0.15%
SIGNAL TREE FINANCIAL PARTNERS LLC$295.5K0.22%
Atlas Private Wealth Advisors$289.4K0.07%
Cape Investment Advisory, Inc.$277.6K0.09%
United Advisor Group, LLC$273.6K0.03%
C M BIDWELL & ASSOCIATES LTD$269.4K0.13%
Horizon Investments, LLC$254.8K0.00%
MCCARTER PRIVATE WEALTH SERVICES LLC$248.0K0.11%
MCF Advisors LLC$247.8K0.01%
Pure Financial Advisors, LLC$228.8K0.00%
Sanctuary Advisors, LLC$210.9K0.00%
World Investment Advisors$208.7K0.00%
Spire Wealth Management$203.3K0.01%
Larson Financial Group LLC$177.1K0.01%
FMR LLC$172.8K0.00%
Plante Moran Financial Advisors, LLC$132.7K0.01%
AdvisorNet Financial, Inc$127.5K0.01%
Sunrise Financial Services, LLC$124.1K0.09%
JONES FINANCIAL COMPANIES LLLP$118.0K0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$96.8K0.00%
AlphaCore Capital LLC$95.7K0.00%
ACIMA PRIVATE WEALTH, LLC$92.2K0.03%
Basepoint Wealth LLC$71.3K0.04%
FRANKLIN RESOURCES INC$66.6K0.00%
ELEVATION WEALTH PARTNERS, LLC$64.7K0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$59.1K0.00%
Rockefeller Capital Management L.P.$56.5K0.00%
Scarborough Advisors, LLC$49.9K0.01%
Wealth Enhancement Trust Services, Inc.$39.0K0.00%
Hughes Financial Services, LLC$33.4K0.01%
ROTHSCHILD INVESTMENT LLC$28.8K0.00%
Tidemark, LLC$27.6K0.01%
TopTier Wealth Management, LLC$26.5K0.02%
CITIGROUP INC$23.6K0.00%
Joseph Group Capital Management$22.9K0.01%
WELLS FARGO & COMPANY/MN$22.7K0.00%
True Link Financial Advisors, LLC$21.3K0.00%
Sound Income Strategies, LLC$18.8K0.00%