SPDR SERIES TRUST - BIL
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 29,155,721 | 2,671,830 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 16,503,919 | 1,512,419 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 15,528,204 | 1,423,004 | 0.32% | 0.32% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 9,070,949 | 831,261 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,400,726 | 769,842 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,879,830 | 722,109 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,550,817 | 508,676 | 0.18% | 0.18% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,372,088 | 492,298 | 0.41% | 0.41% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Wealth Planning, LLC | History | No change | 4,976,098 | 456,009 | 2.28% | 2.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 4,705,270 | 431,190 | 19.23% | 19.23% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,690,811 | 429,865 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ASSETMARK, INC | History | No change | 4,600,259 | 421,567 | 0.72% | 0.72% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,581,240 | 419,824 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,256,087 | 390,027 | 1.8% | 1.8% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 3,645,961 | 334,348 | 2.08% | 2.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 3,379,631 | 309,709 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 3,300,147 | 302,425 | 2.28% | 2.28% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,263,555 | 299,072 | 0.46% | 0.46% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,856,988 | 261,814 | 0.24% | 0.24% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,449,046 | 224,471 | 0.26% | 0.26% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 2,193,155 | 200,980 | 2.09% | 2.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 2,168,459 | 198,717 | 2.33% | 2.33% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,150,273 | 197,051 | 4.11% | 4.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AGF MANAGEMENT LTD | History | No change | 1,982,472 | 181,673 | 0.7% | 0.7% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,958,249 | 179,454 | 0.41% | 0.41% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,924,690 | 176,378 | 1.3% | 1.3% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | No change | 1,777,681 | 162,906 | 16.75% | 16.75% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,688,043 | 154,692 | 15.04% | 15.04% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,668,884 | 152,936 | 0.91% | 0.91% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,567,069 | 143,606 | 0.22% | 0.22% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | No change | 1,518,042 | 139,113 | 9.49% | 9.49% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 1,389,067 | 127,294 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,306,951 | 120,012 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,193,558 | 109,377 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dakota Wealth Management | History | No change | 1,137,302 | 104,222 | 1.99% | 1.99% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPROTT INC. | History | No change | 1,100,998 | 100,895 | 3.2% | 3.2% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sandhill Capital Partners LLC | History | No change | 1,093,403 | 100,199 | 8.15% | 8.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,077,155 | 98,710 | 0.16% | 0.16% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,076,208 | 98,623 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 982,494 | 90,035 | 3.75% | 3.75% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 951,255 | 87,172 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CITIGROUP INC | History | No change | 919,624 | 84,274 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Innovative Advisory Group, LLC | History | No change | 906,892 | 83,107 | 63.01% | 63.01% | 43 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Private Advisor Group, LLC | History | No change | 881,426 | 80,773 | 0.37% | 0.37% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 841,692 | 77,132 | 0.79% | 0.79% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 830,390 | 76,096 | 1.21% | 1.21% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 786,316 | 72,058 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 727,796 | 66,695 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | No change | 724,608 | 66,403 | 3.49% | 3.49% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marex Group Ltd | History | No change | 704,593 | 64,568 | 0.27% | 0.27% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Howard Capital Management, LLC | History | No change | 698,509 | 64,011 | 0.76% | 0.76% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 681,629 | 62,464 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 680,372 | 62,350 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 679,771 | 62,294 | 0.62% | 0.62% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 677,106 | 62,049 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 662,930 | 60,750 | 0.61% | 0.61% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 654,789 | 60,004 | 2.17% | 2.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 641,290 | 58,767 | 2.11% | 2.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 636,167 | 58,298 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 630,717 | 57,798 | 0.62% | 0.62% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 615,651 | 56,418 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 613,230 | 56,196 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 603,390 | 55,294 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 600,968 | 55,072 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorns Advisers, LLC | History | No change | 592,581 | 54,304 | 0.35% | 0.35% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 590,260 | 54,091 | 0.61% | 0.61% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 588,856 | 53,962 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 571,699 | 52,391 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 12th Street Asset Management Company, LLC | History | No change | 562,486 | 51,546 | 7.34% | 7.34% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northstar Group, Inc. | History | No change | 557,601 | 51,098 | 6.58% | 6.58% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 550,727 | 50,468 | 3.11% | 3.11% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 539,532 | 49,313 | 4.06% | 4.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 527,732 | 48,361 | 4.03% | 4.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McGuire Investment Group, LLC | History | No change | 517,151 | 47,391 | 4.15% | 4.15% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 509,900 | 46,727 | 0.74% | 0.74% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 507,570 | 46,513 | 13.69% | 13.69% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500,304 | 45,847 | 0.23% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 500,157 | 45,833 | 0.19% | 0.19% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | No change | 498,380 | 45,671 | 6.64% | 6.64% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Portside Wealth Group, LLC | History | No change | 496,763 | 45,523 | 5.3% | 5.3% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 494,011 | 45,271 | 1.77% | 1.77% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | History | No change | 486,811 | 44,611 | 3.86% | 3.86% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Second Half Financial Partners, LLC | History | No change | 469,315 | 43,007 | 17.63% | 17.63% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Barry Investment Advisors, LLC | History | No change | 468,582 | 42,940 | 8.98% | 8.98% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sollinda Capital Management LLC | History | No change | 468,486 | 42,932 | 9.16% | 9.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 462,954 | 42,425 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trivium Point Advisory, LLC | History | No change | 458,902 | 42,053 | 3.81% | 3.81% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gradient Investments LLC | History | No change | 457,506 | 41,925 | 0.58% | 0.58% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital World Investors | History | No change | 446,094 | 40,880 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 440,741 | 40,389 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 431,114 | 39,507 | 4.63% | 4.63% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 430,788 | 39,477 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Point Advisors, LLC | History | No change | 418,822 | 38,380 | 17.53% | 17.53% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 409,487 | 37,525 | 0.32% | 0.32% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 405,781 | 37,185 | 3.37% | 3.37% | 95 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| One Capital Management, LLC | History | No change | 404,120 | 37,033 | 1.03% | 1.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 395,879 | 36,278 | 0.57% | 0.57% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 392,492 | 35,964 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 387,141 | 35,477 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 383,913 | 35,181 | 7.05% | 7.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 382,859 | 35,085 | 1.18% | 1.18% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McNamara Financial Services, Inc. | History | No change | 382,700 | 35,070 | 6.05% | 6.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sicart Associates LLC | History | No change | 381,182 | 34,931 | 8.55% | 8.55% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Randolph Co Inc | History | No change | 379,938 | 34,817 | 2.93% | 2.93% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 377,051 | 34,553 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital, LLC | History | No change | 375,328 | 34,395 | 9.3% | 9.3% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| North Capital, Inc. | History | No change | 374,163 | 34,288 | 25.9% | 25.9% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 367,539 | 33,681 | 6.03% | 6.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Investment Advisors / MI | History | No change | 366,203 | 33,558 | 2.03% | 2.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 363,706 | 33,330 | 12.57% | 12.57% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Advisors Network LLC | History | No change | 363,392 | 33,301 | 1.53% | 1.53% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 361,403 | 33,118 | 1.59% | 1.59% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 356,604 | 32,751 | 1.5% | 1.5% | 113 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Jacobi Capital Management LLC | History | No change | 350,741 | 32,141 | 1.57% | 1.57% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Night Owl Capital Management, LLC | History | No change | 345,464 | 31,658 | 3.32% | 3.32% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 330,375 | 30,275 | 0.56% | 0.56% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkwood LLC | History | No change | 329,500 | 30,195 | 2.16% | 2.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | No change | 326,284 | 29,900 | 4.43% | 4.43% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 325,208 | 29,802 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | No change | 324,526 | 29,739 | 12.32% | 12.32% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 321,439 | 29,456 | 2.55% | 2.55% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | No change | 321,138 | 29,429 | 12.11% | 12.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 319,157 | 29,247 | 0.27% | 0.27% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 317,808 | 29,123 | 3.15% | 3.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 316,889 | 29,039 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 316,700 | 29,022 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Fortis Group Advisors, LLC | History | No change | 312,905 | 28,674 | 4.58% | 4.58% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWA Asset Management Group, LLC | History | No change | 310,570 | 28,460 | 0.87% | 0.87% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 308,669 | 28,286 | 0.67% | 0.67% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 307,585 | 28,187 | 0.53% | 0.53% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valence8 US LP | History | No change | 307,308 | 28,161 | 9.37% | 9.37% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 300,759 | 27,561 | 2.65% | 2.65% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALTFEST L J & CO INC | History | No change | 300,149 | 27,505 | 2.67% | 2.67% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CapWealth Advisors, LLC | History | Added to | 299,435 | 27,440 | 2.07% | 0.37% | 134 | +240,289 | 406.26% | Q3 2026 | Oct 05, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 296,158 | 27,140 | 0.9% | 0.9% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 295,197 | 27,051 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 294,898 | 27,024 | 0.21% | 0.21% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Marshall Financial Group, LLC | History | No change | 294,386 | 26,977 | 3.93% | 3.93% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 293,809 | 26,924 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 292,420 | 26,797 | 2.54% | 2.54% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 318,129 | 26,312 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 283,610 | 25,990 | 4.77% | 4.77% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | No change | 282,847 | 25,920 | 7.43% | 7.43% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 281,079 | 25,758 | 5.14% | 5.14% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 278,881 | 25,557 | 0.16% | 0.16% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 269,465 | 24,693 | 0.77% | 0.77% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Note Wealth, LLC | History | No change | 268,466 | 24,602 | 4.2% | 4.2% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 265,621 | 24,293 | 10.45% | 10.45% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NorthRock Partners, LLC | History | No change | 263,609 | 24,157 | 0.35% | 0.35% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Banco Santander, S.A. | History | No change | 259,806 | 23,808 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | No change | 259,063 | 23,686 | 2.17% | 2.17% | 151 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 255,781 | 23,439 | 12.69% | 12.69% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 254,213 | 23,296 | 0.23% | 0.23% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berkshire Money Management, Inc. | History | No change | 252,727 | 23,159 | 2.12% | 2.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inscription Capital, LLC | History | No change | 251,603 | 23,056 | 2.04% | 2.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bitwise Funds Trust | History | No change | 247,238 | 22,656 | 5.01% | 5.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 246,825 | 22,619 | 0.46% | 0.46% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 244,398 | 22,396 | 4.65% | 4.65% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthfront Advisers LLC | History | No change | 239,517 | 21,949 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset One Wealth Management LLC | History | No change | 238,945 | 21,868 | 2.31% | 2.31% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 237,190 | 21,736 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 236,443 | 21,667 | 0.26% | 0.26% | 162 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | No change | 236,353 | 21,659 | 0.27% | 0.27% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 236,328 | 21,657 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 231,926 | 21,253 | 1.93% | 1.93% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Estate Counselors, LLC | History | No change | 231,565 | 21,220 | 1.82% | 1.82% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 230,055 | 21,082 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | No change | 228,765 | 20,964 | 5.76% | 5.76% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 228,445 | 20,934 | 1.33% | 1.33% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtue Capital Management, LLC | History | No change | 227,011 | 20,803 | 2.78% | 2.78% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 226,422 | 20,749 | 0.32% | 0.32% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 223,216 | 20,455 | 0.6% | 0.6% | 172 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RIA Advisory Group LLC | History | No change | 222,603 | 20,399 | 4.44% | 4.44% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial & Tax Architects, LLC | History | No change | 220,325 | 20,190 | 4.26% | 4.26% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fort Point Capital Partners LLC | History | No change | 216,428 | 19,833 | 1.38% | 1.38% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 216,366 | 19,827 | 2.85% | 3.62% | 176 | -56,529 | -20.71% | Q3 2026 | Oct 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 216,150 | 19,808 | 0.34% | 0.34% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Advisors LLC | History | No change | 216,134 | 19,806 | 4.33% | 4.33% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Saratoga Research & Investment Management | History | No change | 215,009 | 19,703 | 1.08% | 1.08% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 212,738 | 19,496 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 212,456 | 19,469 | 6.74% | 6.74% | 181 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 210,769 | 19,314 | 3.91% | 3.91% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 208,029 | 19,063 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 204,927 | 18,779 | 0.66% | 0.66% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TKG Advisors, LLC | History | No change | 204,303 | 18,722 | 6.5% | 6.5% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 202,013 | 18,512 | 1.22% | 1.22% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vigilare Wealth Management | History | No change | 200,228 | 18,348 | 5.62% | 5.62% | 187 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 199,952 | 18,323 | 2.02% | 1.02% | 188 | +104,110 | 108.63% | Q3 2026 | Oct 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 199,660 | 18,296 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 196,671 | 18,022 | 0.99% | 0.99% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bell Bank | History | No change | 196,187 | 17,978 | 0.69% | 0.69% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 195,200 | 17,888 | 0.12% | 0.12% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Capital Management, LLC | History | No change | 194,389 | 17,813 | 1.21% | 1.21% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 192,691 | 17,658 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Samara Investment Management, LLC | History | No change | 192,412 | 17,632 | 16.22% | 16.22% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | No change | 192,560 | 17,609 | 0.25% | 0.25% | 196 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DT Investment Partners, LLC | History | No change | 189,602 | 17,375 | 1.3% | 1.3% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisor OS, LLC | History | No change | 186,919 | 17,129 | 1.14% | 1.14% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 186,446 | 17,085 | 1.95% | 1.95% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 184,103 | 16,871 | 2.19% | 2.19% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Asset Management, LLC | History | No change | 183,691 | 16,833 | 1.59% | 1.59% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 181,693 | 16,650 | 0.26% | 0.26% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hofer & Associates. Inc | History | No change | 181,339 | 16,617 | 8.03% | 8.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Capital Management, Inc. | History | No change | 179,561 | 16,455 | 1.0% | 1.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | No change | 179,680 | 16,429 | 8.76% | 8.76% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORDEN GROUP LLC | History | No change | 178,357 | 16,344 | 1.34% | 1.34% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 178,298 | 16,339 | 3.24% | 2.95% | 207 | +12,554 | 7.57% | Q3 2026 | Oct 07, 2026 |
| Blueprint Investment Partners LLC | History | No change | 177,393 | 16,256 | 1.36% | 1.36% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 177,031 | 16,223 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 175,487 | 16,081 | 5.09% | 5.09% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ebert Capital Management Inc. | History | No change | 175,107 | 16,046 | 15.06% | 15.06% | 211 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| J2 Capital Management Inc | History | No change | 174,626 | 16,002 | 10.76% | 10.76% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 174,432 | 15,984 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 173,380 | 15,888 | 3.0% | 3.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 172,779 | 15,833 | 16.15% | 16.15% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 171,822 | 15,746 | 0.61% | 0.61% | 216 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 171,604 | 15,725 | 7.27% | 7.27% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 171,979 | 15,714 | 6.73% | 6.73% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardman Johnston Global Advisors LLC | History | No change | 171,220 | 15,690 | 0.55% | 0.55% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | No change | 170,649 | 15,638 | 0.78% | 0.78% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 170,149 | 15,592 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOKAN Wealth Management Inc. | History | No change | 167,624 | 15,361 | 5.87% | 5.87% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 167,416 | 15,342 | 0.79% | 0.79% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vivid Wealth Management, LLC | History | No change | 166,251 | 15,235 | 5.36% | 5.36% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 163,254 | 14,960 | 0.9% | 0.9% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 159,760 | 14,640 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 158,194 | 14,496 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 158,068 | 14,485 | 6.48% | 6.48% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 156,775 | 14,366 | 2.17% | 2.17% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 154,356 | 14,145 | 0.77% | 0.77% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 153,162 | 14,035 | 9.96% | 9.96% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 152,392 | 13,965 | 0.44% | 0.44% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 152,004 | 13,929 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 151,052 | 13,841 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Calamos Wealth Management LLC | History | No change | 150,710 | 13,811 | 0.42% | 0.42% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montis Financial, LLC | History | No change | 150,140 | 13,758 | 2.81% | 2.81% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLR Partners, LLC | History | No change | 149,863 | 13,733 | 6.4% | 6.4% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Treasure Coast Financial Planning | History | No change | 149,647 | 13,713 | 6.69% | 6.69% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Research Global Investors | History | No change | 149,350 | 13,686 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 149,335 | 13,685 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| G&S Capital LLC | History | No change | 148,721 | 13,628 | 3.95% | 3.95% | 241 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Savior LLC | History | No change | 146,709 | 13,444 | 38.56% | 38.56% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 146,466 | 13,422 | 0.47% | 0.47% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 144,956 | 13,283 | 6.17% | 6.17% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Everstar Asset Management, LLC | History | No change | 143,846 | 13,182 | 6.36% | 6.36% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 143,462 | 13,146 | 7.36% | 7.36% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stelac Advisory Services LLC | History | No change | 139,847 | 12,815 | 2.39% | 2.39% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Trust, LLC | History | No change | 139,027 | 12,740 | 1.67% | 1.67% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 138,932 | 12,731 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 138,368 | 12,680 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 137,814 | 12,629 | 0.16% | 0.16% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 137,821 | 12,629 | 8.52% | 8.52% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cairn Investment Group, Inc. | History | No change | 137,640 | 12,613 | 5.56% | 5.56% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighRoad Wealth Advisors, LLC | History | No change | 136,787 | 12,535 | 10.57% | 10.57% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trilogy Capital Inc. | History | No change | 136,665 | 12,523 | 0.49% | 0.49% | 255 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 135,957 | 12,459 | 1.54% | 1.54% | 256 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 135,585 | 12,425 | 0.57% | 0.57% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 134,627 | 12,337 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 132,627 | 12,153 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 131,609 | 12,060 | 0.73% | 0.73% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 131,216 | 12,024 | 1.46% | 1.46% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caitlin John, LLC | History | No change | 131,184 | 12,021 | 6.56% | 6.56% | 262 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 131,324 | 12,020 | 2.57% | 2.57% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SP Asset Management LLC | History | No change | 130,740 | 11,980 | 0.96% | 0.96% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 129,441 | 11,861 | 1.74% | 1.74% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Holdings Inc. | History | No change | 129,023 | 11,823 | 0.92% | 0.92% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 128,967 | 11,748 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Genus Capital Management Inc. | History | No change | 127,429 | 11,677 | 1.15% | 1.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 127,051 | 11,642 | 1.22% | 1.22% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 126,591 | 11,600 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 126,450 | 11,588 | 1.17% | 1.17% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LAVELLE CAPITAL LP | History | No change | 124,881 | 11,444 | 4.93% | 4.93% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Palogic Value Management, L.P. | History | No change | 124,536 | 11,412 | 3.76% | 3.76% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 123,834 | 11,348 | 1.36% | 1.36% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 123,236 | 11,290 | 0.19% | 0.19% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 123,236 | 11,290 | 0.19% | 0.19% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fiduciary Alliance LLC | History | No change | 123,150 | 11,285 | 0.76% | 0.76% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PFG Investments, LLC | History | No change | 122,835 | 11,256 | 0.44% | 0.44% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 122,019 | 11,181 | 0.24% | 0.24% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 121,781 | 11,160 | 0.39% | 0.39% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 121,179 | 11,104 | 0.13% | 0.13% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 120,326 | 11,026 | 0.47% | 0.47% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balefire, LLC | History | No change | 119,431 | 10,944 | 1.79% | 1.79% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Biltmore Wealth Management, LLC | History | No change | 119,366 | 10,938 | 3.41% | 3.41% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TCM Advisors, LLC | History | No change | 119,198 | 10,923 | 0.84% | 0.84% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 118,285 | 10,839 | 4.18% | 4.18% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 118,009 | 10,814 | 0.22% | 0.22% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 116,677 | 10,692 | 2.32% | 2.32% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 115,301 | 10,653 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 114,972 | 10,536 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 114,558 | 10,498 | 5.75% | 5.75% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JT Stratford LLC | History | No change | 114,433 | 10,486 | 1.15% | 1.15% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 114,229 | 10,467 | 2.16% | 2.16% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 114,108 | 10,456 | 4.48% | 4.48% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 113,740 | 10,423 | 1.38% | 1.38% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Park Edge Advisors, LLC | History | No change | 113,036 | 10,358 | 2.18% | 2.18% | 296 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 112,959 | 10,351 | 1.57% | 1.57% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 112,376 | 10,298 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guild Investment Management, Inc. | History | No change | 112,179 | 10,280 | 7.02% | 7.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quaker Wealth Management, LLC | History | No change | 111,999 | 10,263 | 2.99% | 2.99% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |