SSGA Active Trust - ALLW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,656,677 | 107,030 | 0.02% | 0.01% | 1 | +2,332,110 | 176.07% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 2,424,005 | 70,950 | 0.33% | 0.34% | 2 | +252,312 | 11.62% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 2,142,531 | 62,711 | 0.0% | — | 3 | +2,142,531 | New | Q2 2026 | Aug 14, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 1,081,450 | 31,654 | 1.01% | 1.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 840,637 | 24,605 | 0.04% | 0.04% | 5 | +111,326 | 15.26% | Q2 2026 | Aug 13, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 577,473 | 16,902 | 8.16% | 8.95% | 6 | +4,662 | 0.81% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 463,515 | 13,567 | 8.4% | 9.0% | 7 | +424 | 0.09% | Q2 2026 | Jul 22, 2026 |
| Marshall Financial Group, LLC | History | Added to | 447,240 | 13,090 | 1.91% | 1.99% | 8 | +15,671 | 3.63% | Q2 2026 | Jul 17, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 418,178 | 12,240 | 2.01% | — | 9 | +418,178 | New | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Added to | 405,262 | 11,862 | 0.01% | 0.01% | 10 | +142,496 | 54.23% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | Reduced | 364,309 | 10,663 | 0.15% | 0.16% | 11 | -152,934 | -29.57% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | Added to | 357,213 | 10,455 | 1.07% | 1.1% | 12 | +40,632 | 12.83% | Q2 2026 | Aug 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 332,564 | 9,734 | 1.64% | 1.65% | 13 | +72,152 | 27.71% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 329,729 | 9,651 | 0.37% | 0.39% | 14 | +22,923 | 7.47% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 297,971 | 8,721 | 0.01% | 0.01% | 15 | +155,945 | 109.8% | Q2 2026 | Jul 29, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 297,715 | 8,714 | 2.55% | — | 16 | +297,715 | New | Q2 2026 | Jul 20, 2026 |
| Stratos Investment Management, LLC | History | Added to | 290,647 | 8,507 | 0.31% | 0.23% | 17 | +92,182 | 46.45% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 268,782 | 7,867 | 0.02% | 0.02% | 18 | +68,666 | 34.31% | Q2 2026 | Aug 07, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 238,443 | 6,979 | 1.84% | 1.91% | 19 | +17,204 | 7.78% | Q2 2026 | Aug 13, 2026 |
| Alpha Financial Partners LLC | History | Added to | 225,175 | 6,590 | 3.46% | 3.59% | 20 | +14,726 | 7.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 220,574 | 6,456 | 0.06% | 0.05% | 21 | +50,300 | 29.54% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 218,122 | 6,384 | 0.01% | 0.01% | 22 | +67,151 | 44.48% | Q2 2026 | Jul 27, 2026 |
| SMART Wealth LLC | History | Added to | 216,960 | 6,350 | 1.37% | 0.92% | 23 | +108,562 | 100.15% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 206,833 | 6,054 | 0.13% | 0.11% | 24 | +58,999 | 39.91% | Q2 2026 | Aug 03, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 194,734 | 5,699 | 0.11% | 0.13% | 25 | -28,154 | -12.63% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 172,567 | 5,051 | 0.81% | 0.85% | 26 | +182 | 0.11% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 160,857 | 4,708 | 0.01% | 0.0% | 27 | +92,810 | 136.39% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 145,893 | 4,270 | 0.02% | — | 28 | +145,884 | 1620933.33% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 135,024 | 3,952 | 0.22% | 0.23% | 29 | +5,193 | 4.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 125,557 | 3,675 | 0.02% | 0.02% | 30 | -29,926 | -19.25% | Q2 2026 | Jul 27, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 121,479 | 3,555 | 1.64% | 1.8% | 31 | +1,679 | 1.4% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 113,716 | 3,328 | 0.04% | 0.01% | 32 | +74,436 | 189.5% | Q2 2026 | Jul 28, 2026 |
| GenTrust, LLC | History | Added to | 110,698 | 3,240 | 0.12% | 0.12% | 33 | +16,798 | 17.89% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 103,016 | 3,015 | 0.04% | 0.04% | 34 | +9,605 | 10.28% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 101,378 | 2,967 | 0.05% | 0.03% | 35 | +43,419 | 74.91% | Q2 2026 | Aug 10, 2026 |
| Catalyst Investment Management LLC | History | Added to | 100,217 | 2,933 | 2.66% | 1.84% | 36 | +44,725 | 80.6% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 98,294 | 2,877 | 0.26% | 0.05% | 37 | +82,276 | 513.65% | Q2 2026 | Jul 22, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 96,147 | 2,814 | 0.81% | 0.96% | 38 | -4,471 | -4.44% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 94,643 | 2,770 | 0.02% | 0.02% | 39 | +29,592 | 45.49% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 90,587 | 2,651 | 0.0% | 0.0% | 40 | -7,727 | -7.86% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,970 | 2,604 | 0.0% | 0.0% | 41 | +30,355 | 51.79% | Q2 2026 | Aug 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 84,979 | 2,487 | 0.87% | 0.92% | 42 | +4,036 | 4.99% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 83,065 | 2,431 | 0.03% | 0.03% | 43 | -11,430 | -12.1% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,814 | 2,336 | 0.0% | 0.0% | 44 | +71,243 | 831.21% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | New | 78,477 | 2,297 | 0.2% | — | 45 | +78,477 | New | Q2 2026 | Jul 10, 2026 |
| Patten Group, Inc. | History | Added to | 74,865 | 2,191 | 0.34% | 0.15% | 46 | +45,323 | 153.42% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 74,129 | 2,170 | 0.06% | 0.06% | 47 | +7,765 | 11.7% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | Added to | 91,293 | 2,159 | 0.78% | 0.51% | 48 | +51,144 | 127.39% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | Added to | 72,459 | 2,120 | 0.72% | 0.08% | 49 | +65,440 | 932.33% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 72,332 | 2,117 | 0.03% | — | 50 | +72,332 | New | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 70,795 | 2,072 | 0.0% | 0.0% | 51 | +42,700 | 151.98% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,186 | 1,937 | 0.01% | 0.01% | 52 | +19,420 | 41.53% | Q2 2026 | Jul 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 64,944 | 1,900 | 0.22% | 0.2% | 53 | +9,944 | 18.08% | Q2 2026 | Aug 10, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 63,187 | 1,849 | 0.68% | 0.63% | 54 | +6,685 | 11.83% | Q2 2026 | Jul 30, 2026 |
| Weaver Consulting Group | History | Added to | 61,910 | 1,812 | 0.37% | 0.28% | 55 | +20,995 | 51.31% | Q2 2026 | Jul 29, 2026 |
| Fermata Advisors, LLC | History | Added to | 61,186 | 1,790 | 0.36% | 0.33% | 56 | +9,736 | 18.92% | Q2 2026 | Jul 07, 2026 |
| Reflection Asset Management | History | No change | 55,967 | 1,663 | 1.02% | 1.02% | 57 | 0 | 0.0% | Q1 2026 | Aug 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 52,862 | 1,547 | 0.15% | 0.17% | 58 | +1,057 | 2.04% | Q2 2026 | Jul 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 50,282 | 1,471 | 1.38% | 1.5% | 59 | +539 | 1.08% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 50,007 | 1,463 | 0.05% | 0.03% | 60 | +16,831 | 50.73% | Q2 2026 | Jul 31, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 49,599 | 1,451 | 0.6% | — | 61 | +49,599 | New | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,186 | 1,439 | 0.0% | 0.0% | 62 | +48,990 | 24994.9% | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 48,056 | 1,406 | 1.43% | — | 64 | +48,056 | New | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 48,017 | 1,406 | 0.0% | 0.01% | 63 | -45,339 | -48.57% | Q2 2026 | Jul 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 46,019 | 1,346 | 0.09% | 0.06% | 65 | +9,866 | 27.29% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 43,113 | 1,261 | 0.04% | 0.03% | 66 | +11,676 | 37.14% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 40,820 | 1,194 | 0.11% | 0.06% | 67 | +22,018 | 117.1% | Q2 2026 | Jul 23, 2026 |
| LifeGoal Investments, LLC | History | New | 40,275 | 1,178 | 0.54% | — | 68 | +40,275 | New | Q2 2026 | Jul 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 40,148 | 1,175 | 0.13% | 0.14% | 69 | +1,500 | 3.88% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,272 | 1,120 | 0.0% | 0.01% | 70 | -35,651 | -48.23% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Partners LLC | History | New | 38,008 | 1,112 | 0.97% | — | 71 | +38,008 | New | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | Added to | 37,612 | 1,100 | 0.0% | 0.0% | 72 | +27,612 | 276.12% | Q2 2026 | Aug 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 36,363 | 1,064 | 0.28% | 0.14% | 73 | +21,314 | 141.63% | Q2 2026 | Jul 28, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 34,117 | 998 | 0.9% | 0.45% | 74 | +18,343 | 116.29% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 33,770 | 988 | 0.02% | 0.03% | 75 | -23,847 | -41.39% | Q2 2026 | Jul 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 33,001 | 965 | 0.07% | 0.07% | 76 | +4,883 | 17.37% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,721 | 957 | 0.02% | 0.01% | 77 | +10,755 | 48.96% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 31,925 | 934 | 0.01% | — | 78 | +31,925 | New | Q2 2026 | Sep 08, 2026 |
| SteelPeak Wealth, LLC | History | New | 31,499 | 921 | 0.02% | — | 79 | +31,499 | New | Q2 2026 | Jul 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 29,845 | 873 | 0.46% | 0.25% | 80 | +15,385 | 106.4% | Q2 2026 | Jul 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 29,781 | 871 | 0.04% | 0.05% | 81 | +1,117 | 3.9% | Q2 2026 | Jul 10, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 28,005 | 819 | 0.42% | 0.5% | 82 | -334 | -1.18% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 27,911 | 816 | 0.01% | — | 83 | +27,911 | New | Q2 2026 | Jul 20, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 27,721 | 811 | 0.05% | 0.06% | 84 | +1,000 | 3.74% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 25,551 | 747 | 0.01% | 0.01% | 85 | +650 | 2.61% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,378 | 742 | 0.0% | 0.0% | 86 | +4,230 | 20.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | New | 25,248 | 739 | 0.0% | — | 87 | +25,248 | New | Q2 2026 | Aug 12, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 25,030 | 732 | 0.51% | 0.86% | 88 | -11,997 | -32.4% | Q2 2026 | Jul 30, 2026 |
| Ethic Inc. | History | New | 24,888 | 728 | 0.01% | — | 89 | +24,888 | New | Q2 2026 | Jul 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 24,766 | 724 | 0.14% | 0.1% | 90 | +8,761 | 54.74% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | New | 22,924 | 670 | 0.01% | — | 91 | +22,924 | New | Q2 2026 | Aug 04, 2026 |
| Providence First Trust Co | History | New | 22,325 | 653 | 0.18% | — | 92 | +22,325 | New | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,229 | 650 | 0.01% | 0.01% | 93 | +251 | 1.14% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 22,028 | 644 | 0.0% | 0.0% | 94 | +952 | 4.52% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 21,618 | 632 | 0.01% | — | 95 | +21,618 | New | Q2 2026 | Aug 11, 2026 |
| BNB Wealth Management, LLC | History | Added to | 21,463 | 628 | 0.34% | 0.33% | 96 | +3,808 | 21.57% | Q2 2026 | Aug 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 20,507 | 600 | 0.52% | 0.54% | 97 | -225 | -1.09% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | New | 20,419 | 597 | 0.01% | — | 98 | +20,419 | New | Q2 2026 | Aug 14, 2026 |
| Riverbend Wealth Management, LLC | History | New | 19,343 | 566 | 0.28% | — | 99 | +19,343 | New | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,000 | 556 | 0.0% | 0.0% | 100 | -1,085,171 | -98.28% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | New | 18,849 | 551 | 0.23% | — | 101 | +18,849 | New | Q2 2026 | Jul 27, 2026 |
| WJ Wealth Management, LLC | History | New | 17,400 | 509 | 0.2% | — | 102 | +17,400 | New | Q2 2026 | Aug 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 16,791 | 491 | 0.02% | — | 103 | +16,791 | New | Q2 2026 | Jul 24, 2026 |
| Sound Income Strategies, LLC | History | Added to | 16,507 | 483 | 0.02% | 0.0% | 104 | +13,367 | 425.7% | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,469 | 482 | 0.04% | — | 105 | +16,469 | New | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,405 | 450 | 0.05% | 0.03% | 106 | +7,258 | 89.09% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | New | 15,191 | 444 | 0.0% | — | 107 | +15,191 | New | Q2 2026 | Aug 12, 2026 |
| Bluesphere Advisors LLC | History | Added to | 15,128 | 442 | 0.14% | 0.14% | 108 | +1,118 | 7.98% | Q2 2026 | Jul 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 14,951 | 437 | 0.01% | — | 109 | +14,951 | New | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 14,590 | 427 | 0.01% | 0.01% | 110 | +6,820 | 87.77% | Q2 2026 | Jul 30, 2026 |
| SFG Wealth Management, LLC. | History | New | 14,400 | 421 | 0.15% | — | 111 | +14,400 | New | Q2 2026 | Jul 22, 2026 |
| Main Street Financial Solutions, LLC | History | New | 14,268 | 417 | 0.03% | — | 112 | +14,268 | New | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,442 | 393 | 0.03% | 0.01% | 113 | +6,992 | 108.4% | Q2 2026 | Jul 07, 2026 |
| Creekside Partners | History | New | 13,037 | 381 | 0.14% | — | 114 | +13,037 | New | Q2 2026 | Jul 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 12,863 | 376 | 0.14% | — | 115 | +12,863 | New | Q2 2026 | Jul 09, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 12,700 | 371 | 0.17% | — | 116 | +12,700 | New | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,116 | 354 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| W1M Asset Management Ltd | History | New | 10,207 | 298 | 0.0% | — | 118 | +10,207 | New | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,795 | 286 | 0.0% | 0.0% | 119 | +840 | 9.38% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,737 | 283 | 0.0% | 0.0% | 120 | +8,737 | 873.7% | Q2 2026 | Jul 27, 2026 |
| WNY Asset Management, LLC | History | New | 9,462 | 276 | 0.02% | — | 121 | +9,462 | New | Q2 2026 | Aug 17, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 9,142 | 267 | 0.06% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,985 | 262 | 0.01% | 0.01% | 123 | +980 | 12.24% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | New | 8,875 | 259 | 0.02% | — | 124 | +8,875 | New | Q2 2026 | Jul 13, 2026 |
| Latitude Advisors, LLC | History | New | 8,788 | 257 | 0.1% | — | 125 | +8,788 | New | Q2 2026 | Jul 27, 2026 |
| Fort Point Capital Partners LLC | History | New | 8,726 | 255 | 0.02% | — | 127 | +8,726 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,726 | 255 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 8,576 | 251 | 0.01% | 0.01% | 128 | -15,169 | -63.88% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | New | 8,100 | 237 | 0.01% | — | 129 | +8,100 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,515 | 219 | 0.0% | 0.0% | 130 | +4,000 | 113.8% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | New | 7,358 | 215 | 0.0% | — | 131 | +7,358 | New | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Added to | 7,330 | 214 | 0.0% | 0.0% | 132 | +5,095 | 227.96% | Q2 2026 | Aug 11, 2026 |
| Belvedere Trading LLC | History | New | 7,247 | 212 | 0.0% | — | 133 | +7,247 | New | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | New | 7,178 | 210 | 0.0% | — | 135 | +7,178 | New | Q2 2026 | Aug 17, 2026 |
| J.Safra Asset Management Corp | History | Added to | 7,198 | 210 | 0.01% | 0.01% | 134 | +452 | 6.7% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | Added to | 7,082 | 207 | 0.04% | 0.02% | 136 | +4,176 | 143.7% | Q2 2026 | Jul 20, 2026 |
| AUCTUS ADVISORS LLC | History | New | 6,975 | 204 | 0.17% | — | 137 | +6,975 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6,932 | 202 | 0.0% | — | 138 | +6,932 | New | Q2 2026 | Jul 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,841 | 200 | 0.13% | 0.22% | 139 | -6,595 | -49.08% | Q2 2026 | Aug 11, 2026 |
| Aspect Partners, LLC | History | No change | 6,819 | 199 | 0.07% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 4,225 | 123 | 0.0% | — | 141 | +4,225 | New | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | New | 3,400 | 99 | 0.01% | — | 142 | +3,400 | New | Q2 2026 | Aug 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,000 | 87 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | New | 2,879 | 84 | 0.01% | — | 144 | +2,879 | New | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,797 | 82 | 0.0% | 0.0% | 145 | +1,997 | 249.63% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,924 | 56 | 0.0% | 0.05% | 146 | -348,222 | -99.45% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,722 | 50 | 0.0% | 0.0% | 147 | -2,397 | -58.19% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,693 | 49 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,637 | 47 | 0.0% | — | 149 | +1,637 | New | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,475 | 43 | 0.0% | — | 150 | +1,475 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 1,051 | 30 | 0.0% | — | 151 | +1,051 | New | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 952 | 27 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 850 | 25 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATUREFD, LLC | History | New | 725 | 21 | 0.0% | — | 155 | +725 | New | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 21 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 641 | 18 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 590 | 17 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | New | 573 | 16 | 0.0% | — | 158 | +573 | New | Q2 2026 | Aug 12, 2026 |
| NVWM, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 110 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139,173 | -100.0% | Q2 2026 | Sep 02, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -136,474 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -45,531 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,007 | -100.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -29,304 | -100.0% | Q2 2026 | Jul 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,692 | -100.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,526 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,073 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -660 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 12, 2026 |