KOMP institutional holders

State Street SPDR S&P Kensho New Economies Composite ETF · 166 reporting institutions · $2.3B reported value

Funds that can replace KOMP · KOMP return decomposition

Institutional holdings

Institutions reporting KOMP, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$2B7222026-06-30
Midland Wealth Management$81.2M222026-06-30
Sava Penzisko Drushtvo A.D. Skopje$35.3M02026-06-30
Morgan Stanley$18.2M23,1852026-06-30
Baird Financial Group, Inc.$16.5M02026-06-30
Mariner, LLC$10.7M02026-06-30
Royal Bank of Canada$10.2M02026-06-30
Raymond James Financial Inc$8.8M02026-06-30
Wealth Enhancement Advisory Services, LLC$7.3M1,0262026-06-30
Bank of America Corp /de$7.1M02026-06-30
Financial Guidance Group, Inc.$7M32026-06-30
Aptus Capital Advisors, LLC$7M212026-06-30
Lpl Financial LLC$5.8M23,4582026-06-30
Goldman Sachs Group Inc$5.3M02026-06-30
Private Advisory Group LLC$5.1M182026-06-30
Mgo One Seven LLC$5M1182026-06-30
Commonwealth Equity Services, LLC$4.5M2,8632026-06-30
Towerpoint Wealth, LLC$3.7M52026-06-30
Financial Enhancement Group LLC$3.7M272026-06-30
Cwm, LLC$3.7M6672026-03-31
Wealthcare Advisory Partners LLC$3.3M1702026-06-30
Citadel Advisors LLC$3.3M02026-06-30
Kintra Wealth, LLC$3.2M472026-06-30
Wells Fargo & Company/mn$3.2M02026-06-30
Ameriprise Financial Inc$2.6M02026-06-30
Hightower Advisors, LLC$2.4M1,0462026-06-30
Geneos Wealth Management, Inc.$2.4M1932026-06-30
Penobscot Wealth Management$2.3M82026-06-30
Austin Wealth Management, LLC$2.2M102026-06-30
Cetera Investment Advisers$2.1M10,3702026-06-30
Lunt Capital Management, Inc.$2.1M32026-06-30
Wealthcare Investment Partners LLC$1.9M62026-06-30
UBS Group AG$1.8M02026-06-30
Advantage Trust Co$1.7M02026-06-30
Orion Porfolio Solutions, LLC$1.7M1992026-06-30
Strategic Advocates LLC$1.7M02026-06-30
Savvy Advisors, Inc.$1.6M2142026-06-30
Cerity Partners LLC$1.6M7772026-06-30
Focus Partners Wealth$1.5M1,0482026-06-30
Vise Technologies, Inc.$1.5M02026-06-30
Comprehensive Money Management Services LLC$1.4M02026-06-30
Rfg Advisory, LLC$1.4M1912026-06-30
Hughes Financial Services, LLC$1.3M92026-06-30
Stifel Financial Corp$1.3M02026-06-30
Prime Capital Financial$1.2M2652026-06-30
One Capital Management, LLC$1.2M642026-06-30
Osaic Holdings, Inc.$1M02026-06-30
Fmr LLC$970.4K02026-06-30
Van Hulzen Asset Management, LLC$969.3K192026-06-30
Jpmorgan Chase & Co$876.5K02026-06-30
Bluespring Wealth Management, LLC$797.8K502026-06-30
Summit Investment Advisory Services$755.7K82026-06-30
Wealthfront Advisers LLC$738.2K402026-06-30
Ritholtz Wealth Management$734.9K582026-06-30
Aventura Private Wealth, LLC$724.1K32026-06-30
Brookstone Capital Management$721.3K3372026-06-30
Creative Planning$697.8K1,1712026-06-30
Spire Wealth Management$686.6K32026-06-30
Integrated Wealth Concepts LLC$636.5K4802026-06-30
Onedigital Investment Advisors LLC$609.8K3862026-06-30
Tower Research Capital LLC (trc)$601.1K02026-06-30
Aries Wealth Management$572.7K42026-06-30
O'Shaughnessy Asset Management, LLC$555.2K582026-06-30
Entrewealth, LLC$537K172026-06-30
Rpg Investment Advisory, LLC$529.4K22026-06-30
Talisman Wealth Advisors LLC$499.7K22026-06-30
Susquehanna International Group, LLP$496.5K02026-06-30
Capital Planning Advisors, LLC$495.3K02026-03-31
Global Financial Private Client, LLC$483.7K52026-06-30
Opulen Financial Group LLC$408.8K02026-06-30
Farther Finance Advisors, LLC$408.5K3342026-06-30
Lido Advisors, LLC$398.4K3202026-06-30
Lynx Investment Advisory$391.6K112026-06-30
Beacon Pointe Advisors, LLC$389.6K4662026-06-30
Stonex Group Inc.$365.9K02026-06-30
Junk Investment Group, LLC$331K22026-06-30
Root Financial Partners, LLC$292.2K642026-06-30
Blackrock, Inc.$278.4K02026-06-30
Mezzasalma Advisors, LLC$270K72026-06-30
Newedge Advisors$238.5K6012026-06-30
Quantinno Capital Management LP$236.2K02026-06-30
Ifp Advisors, Inc$235.5K3182026-06-30
Frederick Financial Consultants, LLC$227.3K02026-06-30
Chicago Partners Investment Group LLC$209.6K572026-06-30
Decker Wealth Management LLC$205.2K72026-06-30
Sanctuary Advisors, LLC$204.9K4012026-06-30
Capital Advantage, Inc.$203.6K82026-06-30
Ashton Thomas Private Wealth, LLC$203.2K962026-06-30
Ae Wealth Management LLC$183.4K4712026-06-30
Fifth Third Bancorp$138.8K02026-06-30
PNC Financial Services Group, Inc.$131.5K02026-06-30
Global Retirement Partners LLC$119.3K4912026-06-30
Bank of Montreal /can$117K02026-06-30
Creative Financial Designs Inc /adv$113.4K02026-06-30
Betterment LLC$107.3K282026-06-30
Allworth Financial, LP$100.7K3172026-06-30
Sbi Securities Co., Ltd.$97.2K02026-06-30
Continuum Advisory, LLC$90.1K402026-06-30
Larson Financial Group LLC$87.5K672026-06-30
Mather Group, Llc.$85K1102026-06-30
Parallel Advisors, LLC$67.2K752026-06-30
Northwestern Mutual Wealth Management Co$55.3K02026-06-30
Comprehensive Financial Planning, Inc./pa$50.3K02026-06-30
Optimum Investment Advisors$49.6K02025-09-30
Sherman Asset Management, Inc.$44K12026-06-30
Harbour Investments, Inc.$43.5K2472026-06-30
Reap Financial Group, LLC$40.7K72026-06-30
Steward Partners Investment Advisory, LLC$39.4K4812026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$39.3K02026-06-30
Crews Bank & Trust$35.8K02026-06-30
Atlantic Union Bankshares Corp$35.8K02026-06-30
Capital Investment Advisory Services, LLC$32.8K1032026-06-30
Abich Financial Wealth Management LLC$31.9K72025-09-30
Pacific Center for Financial Services$31.2K52026-06-30
Corecap Advisors, LLC$30.2K1182026-06-30
Princeton Global Asset Management LLC$28.6K172026-06-30
St Germain D J Co Inc$28.3K02026-06-30
Pinnacle Bancorp, Inc.$28.1K02026-06-30
Crewe Advisors LLC$25.1K262026-06-30
North Star Investment Management Corporation$25K112026-06-30
Assetmark, Inc$23.1K2202026-06-30
Private Trust Co NA$19.7K02026-06-30
Financial Consulate, Inc$19.4K132026-06-30
Compass Financial Management LLC$19.4K462026-06-30
Concord Wealth Partners$16.9K112026-06-30
Napier Financial$15.4K92026-06-30
Steele Street Private Wealth Management$14.3K22026-06-30
United Financial Planning Group LLC$13.9K42026-06-30
Hhm Wealth Advisors, LLC$13.9K122026-06-30
Jones Financial Companies LLLP$12.3K02026-06-30
Rockefeller Capital Management LP$11.2K3462026-06-30
McGuire Capital Advisors Inc$10.9K42026-06-30
Ima Advisory Services, Inc.$10.7K482026-06-30
International Assets Investment Management, LLC$9.8K1222026-06-30
Alphacore Capital LLC$9.4K692026-06-30
Rossby Financial, Lcc$7.9K312026-06-30
Key Financial, Inc.$6.9K82026-06-30
Kerr Financial Planning Corp$6.7K32026-06-30
Vanguard Advisers Inc$5.1K2,4692026-06-30
Buck Wealth Strategies, LLC$4.9K502026-06-30
Commonwealth Retirement Investments LLC$4.6K32026-06-30
Comerica Bank$4.1K02025-12-31
Lifesteps Financial$3.9K72026-06-30
Advisornet Wealth Partners$3.4K582026-06-30
Central Pacific Bank - Trust Division$3.2K02026-06-30
Jpl Wealth Management, LLC$2.9K22026-06-30
Glen Eagle Advisors, LLC$2.4K132026-06-30
Cassaday & Co Wealth Management LLC$2.1K472026-06-30
Pinnacle Wealth Planning Services, Inc.$1.9K202026-06-30
Horizon Investments, LLC$1.9K272026-06-30
Cordant, Inc.$1.8K02026-06-30
1 North Wealth Services LLC$1.8K62026-06-30
Sims Investment Management, LLC$1.8K62026-06-30
Cbiz Investment Advisory Services, LLC$1.6K892026-06-30
Anfield Capital Management, LLC$1.5K02026-03-31
Strive Financial Group , LLC$1.5K112026-06-30
Smartleaf Asset Management LLC$1.3K92026-06-30
Cambridge Investment Research Advisors, Inc.$1.1K3,9402026-03-31
Hrt Financial LP$1K02026-06-30
Flow Traders U.S. LLC$91202026-06-30
Abound Wealth Management$787162026-06-30
Russell Investments Group, Ltd.$42902026-06-30
Montgomery Financial Services LLC$42942026-06-30
Capital Advisors, Ltd., LLC$105112026-06-30
Capital Analysts, LLC$356082026-06-30
Coston, McIsaac & Partners$18102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30