TFI institutional holders

State Street SPDR Nuveen ICE Municipal Bond ETF · 355 reporting institutions · $2.4B reported value

Funds that can replace TFI · TFI return decomposition

Institutional holdings

Institutions reporting TFI, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$404.3M02026-06-30
Northwestern Mutual Wealth Management Co$266.3M02026-06-30
Envestnet Pmc$134.5M602026-06-30
UBS Group AG$115.7M02026-06-30
Morgan Stanley$112.2M23,1852026-06-30
Fisher Asset Management, LLC$106.5M2,9842026-06-30
Lpl Financial LLC$81.7M23,4582026-06-30
Bank of Montreal /can$70.5M02026-06-30
Arax Advisory Partners$61.8M2322026-06-30
Raymond James Financial Inc$53.7M02026-06-30
Jpmorgan Chase & Co$51M02026-06-30
Vestmark Advisory Solutions, Inc.$47.1M82026-06-30
Wells Fargo & Company/mn$46M02026-06-30
Cerity Partners LLC$44.6M7772026-06-30
Austin Private Wealth, LLC$38.2M02025-12-31
Edelman Financial Engines$35.1M7222026-06-30
Assetmark, Inc$31.2M2202026-06-30
Stifel Financial Corp$27M02026-06-30
Truist Financial Corp$23.6M02026-06-30
Wealthcare Advisory Partners LLC$22.3M1702026-06-30
Foster Group, Inc.$21.4M582026-06-30
Revolve Wealth Partners, LLC$20.6M142026-06-30
One Capital Management, LLC$18.9M642026-06-30
Openarc Corporate Advisory, LLC$18.1M1232026-06-30
Cetera Investment Advisers$17.5M10,3702026-06-30
Jane Street Group, LLC$16.4M02026-06-30
TD Private Client Wealth LLC$16M5352026-06-30
Dynasty Wealth Management, LLC$15.4M142026-06-30
Allworth Financial, LP$14.7M3172026-06-30
State of Wisconsin Investment Board$13.1M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$12.5M992026-06-30
MML Investors Services, LLC$10.8M5,1202026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$10.7M02026-06-30
Avidian Wealth Enterprises, LLC$9.5M432026-06-30
Osaic Holdings, Inc.$9.3M02026-06-30
Mariner, LLC$9.2M02026-06-30
Hightower Advisors, LLC$8.7M1,0462026-06-30
Sanctuary Advisors, LLC$8.6M4012026-06-30
Keebeck Wealth Management$8M52026-06-30
Citadel Advisors LLC$8M02026-06-30
Wealthcare Capital Management LLC$7.8M322026-06-30
Crestwood Advisors Group, LLC$7.1M402026-06-30
Trunorth Capital Management, LLC$7.1M42026-06-30
Jfs Wealth Advisors, LLC$7M332026-06-30
Seeds Investor LLC$6.9M32026-06-30
&partners$6.8M5552026-06-30
Commonwealth Equity Services, LLC$6.4M2,8632026-06-30
The Tenret Company, LLC$6.4M12026-03-31
Waverly Advisors, LLC$6.1M2312026-06-30
Cullen/frost Bankers, Inc.$5.7M02026-06-30
Ameriprise Financial Inc$5.6M02026-06-30
Wealthspire Advisors, LLC$5.4M2372026-06-30
Mather Group, Llc.$5.3M1102026-06-30
Savvy Advisors, Inc.$5.2M2142026-06-30
Collective Family Office, LLC$5.2M42026-06-30
Renaissance Technologies LLC$5.1M02026-06-30
Capital Investment Management, Inc.$5M52026-06-30
Comerica Bank$4.8M02025-12-31
Great Valley Advisor Group, LLC$4.8M2052026-06-30
Royal Bank of Canada$4.4M02026-06-30
The Ascent Group, LLC$4.3M202026-06-30
Manning & Napier Advisors LLC$4.2M422026-06-30
Ashton Thomas Securities, LLC$4.2M372026-06-30
Fifth Third Bancorp$4.1M02026-06-30
Integrated Wealth Concepts LLC$4M4802026-06-30
McAdam LLC$4M1352026-06-30
Pure Portfolios Holdings LLC$3.9M02025-12-31
Logan Stone Capital, LLC$3.7M02026-06-30
Invst, LLC$3.5M332026-06-30
Bleakley Financial Group, LLC$3.5M1242026-06-30
Versant Capital Management, Inc.$3.4M112026-06-30
Private Advisor Group, LLC$3.3M9272026-06-30
Beacon Pointe Advisors, LLC$3.3M4662026-06-30
Wealth Enhancement Advisory Services, LLC$3.2M1,0262026-06-30
Choreo, LLC$3.1M1482026-06-30
Northeast Financial Group, Inc.$3.1M12026-03-31
Elequin Capital, LP$3M02026-06-30
Fourth Dimension Wealth, LLC$3M92026-06-30
Cwm, LLC$3M6672026-03-31
Harbour Investments, Inc.$2.9M2472026-06-30
Tower Research Capital LLC (trc)$2.9M02026-06-30
Hhm Wealth Advisors, LLC$2.9M122026-06-30
Integrated Capital Management, Inc.$2.8M52026-06-30
Bluechip Wealth Advisors LLC$2.8M62026-06-30
Aquire Wealth Advisors, LLC$2.8M82026-06-30
Towercrest Capital Management, LLC$2.6M12026-06-30
Johnson Financial Group, LLC$2.4M352026-06-30
Steele Capital Management, Inc.$2.4M152026-06-30
A4 Wealth Advisors LLC$2.4M62026-06-30
Foronjy Financial$2.3M42026-06-30
Vise Technologies, Inc.$2.3M02026-06-30
Cornerstone Wealth Management, LLC$2.2M02026-06-30
Advisor Os, LLC$2.2M22026-06-30
Sax Wealth Advisors, LLC$2.2M422026-06-30
United Capital Financial Advisors, LLC$2.1M1662026-06-30
Jones Financial Companies LLLP$2M02026-06-30
First National Corp /ma/ /adv$2M02025-09-30
Advus Financial Partners, LLC$2M102026-06-30
Efg International AG$2M02026-06-30
Cfs Investment Advisory Services LLC$1.9M102026-06-30
Efg Asset Management (americas) Corp.$1.9M462025-09-30
Alliance Wealth Management Group, LLC$1.9M52026-06-30
Quadrant Private Wealth Management, LLC$1.9M122026-06-30
Orion Porfolio Solutions, LLC$1.8M1992026-06-30
Envestnet Portfolio Solutions, Inc.$1.8M32026-06-30
Shorehaven Wealth Partners, LLC$1.7M42026-06-30
Bcgm Wealth Management, LLC$1.6M112026-06-30
Fmr LLC$1.6M02026-06-30
Sws Partners$1.5M52026-06-30
Farther Finance Advisors, LLC$1.5M3342026-06-30
Gradient Investments, LLC$1.5M312026-06-30
Ifp Advisors, Inc$1.5M3182026-06-30
Perigon Wealth Management, LLC$1.5M922026-06-30
Nicolet Wealth Management$1.5M462025-12-31
Nicolet Bankshares Inc$1.4M02026-06-30
Concurrent Investment Advisors, LLC$1.4M3492026-06-30
Eagle Strategies LLC$1.4M2,4962026-06-30
Citigroup Inc$1.3M02026-06-30
Novus Advisors$1.3M32026-06-30
Midwest Financial Network, LLC$1.3M22026-06-30
Eagle Rock Investment Company, LLC$1.3M32026-06-30
Gamma Investing LLC$1.2M72026-06-30
Global Retirement Partners LLC$1.2M4912026-06-30
Sei Investments Co$1.2M02026-06-30
Fyra Capital Management$1.2M72025-09-30
Cumberland Advisors$1.2M162026-06-30
Tilson Financial Group Inc$1.2M72026-06-30
The Fiduciary Alliance$1.2M492026-06-30
Idaho Trust Co$1.1M02026-06-30
Mayflower Advisors$1.1M272026-06-30
1900 Wealth$1.1M182026-06-30
World Investment Advisors$1.1M3592026-06-30
Focus Wealth Advisors, LLC$1.1M12026-06-30
Facet Wealth, Inc.$1M952026-06-30
Little House Capital, LLC$1M82026-06-30
Iht Wealth Management LLC$1M1592026-06-30
Wbh Advisory Inc$999.8K112026-06-30
Kestra Advisory Services, LLC$989.5K1,4792026-06-30
Crabel Capital Management, LLC$987.1K02026-06-30
Jfg Wealth Management, LLC$979K02025-09-30
Signal Advisors Wealth, LLC$970.5K452026-06-30
Susquehanna International Group, LLP$964.3K02026-06-30
Cypress Financial Planning LLC$961.9K72026-06-30
Bragg Financial Advisors Inc$960.1K152026-06-30
Wealthshield Partners, LLC$958.9K02026-06-30
Arkadios Wealth Advisors$955.3K2262026-06-30
Legacy Wealth Managment, Llc/id$935.1K492026-06-30
Sanchez Gaunt Capital Management, LLC$923.1K32026-06-30
Mercer Global Advisors Inc /adv$907.3K02026-06-30
Rwa Wealth Partners, LLC$845.7K722026-06-30
Rockefeller Capital Management LP$843.6K3462026-06-30
Financial Life Advisors$820K72026-06-30
Atria Investments, Inc$817.3K62026-06-30
Focus Partners Advisor Solutions, LLC$806.2K422026-06-30
Transcendent Capital Group$798.5K92026-06-30
St Germain D J Co Inc$791.8K02026-06-30
Advisornet Wealth Partners$780.1K582026-06-30
Meadowbrook Advisors$778.4K32026-06-30
Private Trust Co NA$763.8K02026-06-30
Linscomb Wealth, Inc.$749.5K212026-06-30
Blackrock, Inc.$743.1K02026-06-30
Colton Groome Financial Advisors, LLC$740.8K92026-06-30
Dopkins Wealth Management, LLC$720.5K72026-06-30
Aprio Wealth Management, LLC$717.1K362026-06-30
Stokes Family Office LLC$708.9K122026-06-30
Captrust Financial Advisors$696.5K9622026-06-30
Creative Planning$694.3K1,1712026-06-30
Fairway Wealth LLC$692.2K152026-06-30
PNC Financial Services Group, Inc.$677.7K02026-06-30
Balentine LLC$675.1K182026-06-30
Independent Wealth Network Inc.$651.4K342026-06-30
Compound Planning, Inc.$646.5K752026-06-30
Oppenheimer & Co. Inc.$646.5K1,1662026-06-30
Wealthcare Capital Partners, LLC$643.4K82026-06-30
Level Four Advisory Services$615.5K1412026-06-30
Steward Partners Investment Advisory, LLC$595.4K4812026-06-30
Avantax Planning Partners, Inc.$582K102026-06-30
M1 Capital Management LLC$581.1K62026-06-30
Kingswood Wealth Advisors, LLC$570.9K1232026-06-30
Bnp Paribas Financial Markets$556.2K02026-06-30
Aft, Forsyth & Company, Inc.$538.2K22026-06-30
First Trust Advisors LP$536.6K6072026-06-30
Edge Financial Advisors LLC$521.2K02025-12-31
Ashton Thomas Private Wealth, LLC$520.8K962026-06-30
CIBC Private Wealth Group LLC$513.4K02025-12-31
Dorval Corp$510.3K32026-06-30
Betterment LLC$505.2K282026-06-30
Uniting Wealth Partners$501.5K162026-06-30
Quantinno Capital Management LP$492K02026-06-30
Claro Advisors Inc.$489.8K202026-06-30
Breakwater Investment Management$486.1K32026-06-30
Insigneo Advisory Services, LLC$478.3K2252026-06-30
Gateway Wealth Partners, LLC$476K1012026-06-30
Brucke Financial, Inc.$473.5K52026-06-30
Onedigital Investment Advisors LLC$472.3K3862026-06-30
Mainsail Financial Group, LLC$470.5K62026-06-30
Vertex Planning Partners, LLC$465.8K142026-06-30
Forvis Mazars Wealth Advisors, LLC$452K832026-06-30
Simplicity Wealth, LLC$431.6K02026-06-30
Stablepoint Partners, LLC$426K52026-06-30
Focus Partners Wealth$425.1K1,0482026-06-30
Private Family Wealth Advisors$424.5K22026-06-30
West Michigan Advisors, LLC$417.1K172026-06-30
The Wealth Alliance, LLC$414.3K122026-06-30
Venturi Wealth Management, LLC$405.9K202026-06-30
Hexagon Capital Partners LLC$403.7K52026-06-30
Edgestream Partners, LP$403.1K02026-06-30
Quadrature Capital Ltd$402.4K02026-06-30
Strategic Blueprint, LLC$395K552026-06-30
Tortoise Investment Management, LLC$394.2K152026-06-30
Hbk Sorce Advisory LLC$386.9K732026-06-30
Juncture Wealth Strategies, LLC$380.3K102026-06-30
Omega Financial Group, LLC$377K52026-06-30
Friedenthal Financial, LLC$376.2K42026-06-30
One Day In July LLC$374.4K142026-06-30
Tanager Wealth Management LLP$367.4K132026-06-30
Founders Financial Securities LLC$366.8K1172026-06-30
Aventura Private Wealth, LLC$364.3K32026-06-30
Icon Wealth Advisors, LLC$364.1K182026-06-30
Sawgrass Asset Management LLC$360.7K92026-06-30
Alesco Advisors, LLC, An Esl Company$359.1K142026-06-30
Silver Oak Securities, Incorporated$351.4K1172026-06-30
B. Riley Wealth Advisors, Inc.$349K1702026-06-30
Composition Wealth, LLC$339.6K762026-06-30
One Wealth Advisors, LLC$332.8K112026-06-30
Retirement Wealth Solutions LLC$328.5K32026-06-30
Sigfig Wealth Management, LLC$320.8K42026-06-30
Parkway Wealth Management Group, LLC$313.3K182026-06-30
Sowell Financial Services LLC$310K1082026-06-30
Mattson Financial Services, LLC$308.9K92026-06-30
Eversource Wealth Advisors, LLC$303.9K772026-06-30
Wealthgarden F.S. LLC$296K52026-06-30
Crews Bank & Trust$289.9K02026-06-30
Aqr Capital Management LLC$289.5K12026-06-30
Stonex Group Inc.$286.7K02026-06-30
Strathmore Capital Advisors, Inc.$286.2K112026-06-30
Ae Wealth Management LLC$274.5K4712026-06-30
Beaumont Financial Advisors, LLC$267.7K162026-06-30
Savant Wealth Management$267.1K4052026-06-30
Equitable Holdings, Inc.$264.6K02026-06-30
Mai Capital Management$259.8K3082026-06-30
Xtx Topco Ltd$257.1K02026-06-30
Resolute Wealth Advisor, Inc.$254.9K32026-06-30
Braun-Bostich & Associates Inc.$252.5K42026-06-30
Citizens National Bank Trust Department$251.9K02026-06-30
Wealthtrust Axiom LLC$251.9K42026-06-30
Rare Wolf Capital LLC$250.4K12026-06-30
Brooklyn Fi, LLC$246.4K152026-06-30
Elevation Point Wealth Partners, LLC$242.5K562026-06-30
Pacific Park Financial, Inc.$241.1K12026-06-30

The 250 largest of 355 reporting institutions are listed.

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