SPDR SERIES TRUST - CWB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 2,588,077 | 279,046 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,004,950 | 216,173 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Howard Capital Management, LLC | History | No change | 1,993,096 | 214,895 | 2.56% | 2.56% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 1,628,253 | 175,558 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,524,239 | 164,343 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,496,947 | 161,400 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,274,155 | 137,379 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,231,810 | 132,813 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,215,879 | 131,097 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 813,427 | 87,702 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 743,030 | 80,113 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 736,701 | 79,431 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 684,479 | 73,800 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goodman Advisory Group, LLC | History | No change | 526,030 | 56,716 | 13.04% | 13.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 489,822 | 52,812 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 422,729 | 45,578 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 389,739 | 42,022 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 365,834 | 39,444 | 0.28% | 0.28% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Wealth Map LLC | History | No change | 388,508 | 38,225 | 17.37% | 17.37% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 354,204 | 38,190 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 285,367 | 30,768 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Investments, LLC | History | No change | 272,048 | 29,247 | 0.32% | 0.32% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 257,100 | 27,720 | 0.7% | 0.7% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 246,300 | 26,556 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Wealth Advisors LLC | History | No change | 238,819 | 25,749 | 2.69% | 2.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIL Ltd | History | No change | 221,301 | 23,860 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 210,502 | 22,696 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Watch Advisors, INC | History | No change | 206,138 | 22,225 | 7.21% | 7.21% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Estate Counselors, LLC | History | No change | 205,995 | 22,210 | 1.91% | 1.91% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 200,000 | 21,564 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 195,723 | 21,104 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DV Trading LLC | History | No change | 185,314 | 19,980 | 0.66% | 0.66% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 183,756 | 19,812 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XML Financial, LLC | History | No change | 181,451 | 19,564 | 1.42% | 1.42% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 170,089 | 18,338 | 1.33% | 1.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 173,886 | 18,299 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 167,842 | 18,096 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 197,512 | 18,076 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 167,023 | 18,008 | 0.62% | 0.62% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 160,012 | 17,258 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 158,314 | 17,069 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 145,164 | 15,651 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 137,965 | 14,875 | 4.0% | 4.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMG National Trust Bank | History | No change | 133,948 | 14,442 | 0.3% | 0.3% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 130,601 | 14,081 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 130,573 | 14,078 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | No change | 129,764 | 13,991 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allianz Asset Management GmbH | History | No change | 123,700 | 13,337 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 121,883 | 13,141 | 8.48% | 8.48% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 121,472 | 13,097 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | No change | 119,630 | 12,898 | 4.55% | 4.55% | 51 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 117,874 | 12,709 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 112,862 | 12,168 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 112,765 | 12,158 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial & Tax Architects, LLC | History | No change | 107,263 | 11,565 | 2.44% | 2.44% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paulson Wealth Management Inc. | History | No change | 99,629 | 10,741 | 2.28% | 2.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 97,663 | 10,530 | 1.03% | 1.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Advisors / MI | History | No change | 93,235 | 10,052 | 0.61% | 0.61% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 91,417 | 9,482 | 4.93% | 4.93% | 59 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 87,800 | 9,466 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 87,183 | 9,400 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Partners, LLC | History | Added to | 90,673 | 9,174 | 5.65% | 6.3% | 62 | +2,259 | 2.56% | Q3 2026 | Oct 06, 2026 |
| Windsor Capital Management, LLC | History | No change | 80,797 | 8,711 | 2.26% | 2.26% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Advisors Preferred, LLC | History | No change | 83,103 | 8,674 | 1.34% | 1.34% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 79,482 | 8,569 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 76,433 | 8,241 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 75,853 | 8,178 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIN ADVISORS, INC | History | No change | 74,914 | 8,077 | 2.88% | 2.88% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 74,053 | 7,984 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 72,762 | 7,845 | 0.68% | 0.68% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkos Global Advisors | History | No change | 72,474 | 7,814 | 0.93% | 0.93% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baron Financial Group, LLC | History | No change | 71,576 | 7,717 | 3.68% | 3.68% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 70,636 | 7,615 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Finward Bancorp | History | No change | 70,187 | 7,567 | 5.74% | 5.74% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 69,683 | 7,514 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 69,628 | 7,507 | 4.3% | 4.3% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 68,917 | 7,430 | 1.33% | 1.33% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Petix & Botte Co | History | No change | 68,652 | 7,401 | 1.49% | 1.49% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYKON CAPITAL LLC | History | No change | 68,474 | 7,382 | 2.27% | 2.27% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 67,355 | 7,262 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HMS Capital Management, LLC | History | No change | 65,653 | 7,078 | 2.65% | 2.65% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| David J Yvars Group | History | No change | 65,077 | 7,016 | 3.31% | 3.31% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | No change | 62,798 | 6,770 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooper Capital Advisors LLC | History | No change | 62,491 | 6,737 | 2.92% | 2.92% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 61,924 | 6,676 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUE Private Wealth Advisors | History | No change | 61,307 | 6,610 | 0.57% | 0.57% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 61,032 | 6,580 | 0.26% | 0.26% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 60,443 | 6,263 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 57,353 | 6,183 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | No change | 56,752 | 6,119 | 0.35% | 0.35% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 56,719 | 6,115 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 56,264 | 6,066 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 55,574 | 5,992 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Florin Court Capital LLP | History | No change | 54,395 | 5,864 | 9.58% | 9.58% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Guardian Capital, LLC | History | No change | 54,212 | 5,845 | 4.78% | 4.78% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 53,987 | 5,820 | 0.97% | 0.97% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 53,234 | 5,739 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 53,167 | 5,732 | 4.12% | 4.12% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 52,032 | 5,610 | 2.81% | 2.81% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewSquare Capital LLC | History | No change | 51,420 | 5,544 | 0.41% | 0.41% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 51,236 | 5,524 | 2.13% | 2.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 50,490 | 5,443 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Management, LLC | History | No change | 50,263 | 5,420 | 2.12% | 2.12% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 49,280 | 5,313 | 0.39% | 0.39% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 46,441 | 5,007 | 2.63% | 2.63% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidal Investments LLC | History | No change | 46,441 | 5,000 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | No change | 45,740 | 4,931 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 44,282 | 4,774 | 0.37% | 0.37% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 42,853 | 4,620 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRUDENTIAL PLC | History | No change | 42,790 | 4,613 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIM, LLC | History | No change | 42,656 | 4,599 | 0.59% | 0.59% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 42,986 | 4,434 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 39,742 | 4,285 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40,267 | 4,248 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | No change | 38,128 | 4,110 | 0.28% | 0.28% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 38,165 | 4,089 | 0.22% | 0.22% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 37,666 | 4,061 | 0.8% | 0.8% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 37,207 | 4,011 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 36,752 | 3,962 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Emissary Wealth LLC | History | No change | 36,502 | 3,935 | 3.0% | 3.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optivise Advisory Services LLC | History | No change | 36,172 | 3,900 | 1.98% | 1.98% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 36,163 | 3,899 | 1.59% | 1.59% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 35,303 | 3,806 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HF Advisory Group, LLC | History | No change | 34,791 | 3,751 | 1.16% | 1.16% | 124 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | No change | 33,718 | 3,635 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 33,296 | 3,590 | 1.53% | 1.53% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Graetz Wealth LLC | History | No change | 33,213 | 3,580 | 2.86% | 2.86% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 33,160 | 3,575 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McAdam, LLC | History | No change | 32,612 | 3,516 | 0.14% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 32,411 | 3,494 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,208 | 3,472 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,200 | 3,471 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 31,418 | 3,387 | 1.28% | 1.28% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mosley Wealth Management | History | No change | 31,376 | 3,382 | 1.08% | 1.08% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mount Lucas Management LP | History | No change | 30,600 | 3,299 | 1.18% | 1.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 30,368 | 3,274 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Powell Investment Advisors, LLC | History | No change | 30,317 | 3,268 | 1.03% | 1.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,132 | 3,248 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 29,986 | 3,233 | 0.38% | 0.38% | 139 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Hudson Portfolio Management LLC | History | No change | 29,967 | 3,231 | 2.44% | 2.44% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 29,693 | 3,201 | 0.27% | 0.27% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 29,627 | 3,194 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Financial Network, Inc. | History | No change | 29,584 | 3,189 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisory Group LLC | History | No change | 29,182 | 3,146 | 0.17% | 0.17% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 28,928 | 3,119 | 1.45% | 1.45% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 28,575 | 3,080 | 0.88% | 0.88% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thrive Capital Management, LLC | History | No change | 27,730 | 2,989 | 0.56% | 0.56% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 26,815 | 2,891 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 25,873 | 2,790 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 25,584 | 2,758 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,305 | 2,728 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 25,130 | 2,709 | 2.01% | 2.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | No change | 25,063 | 2,702 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 24,535 | 2,645 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lake Hills Wealth Management, LLC | History | No change | 24,072 | 2,595 | 1.18% | 1.18% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 23,729 | 2,558 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,670 | 2,552 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, LLC | History | No change | 25,910 | 2,549 | 0.17% | 0.17% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Investments, LLC | History | No change | 23,446 | 2,527 | 0.82% | 0.82% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 23,100 | 2,490 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 22,921 | 2,471 | 0.91% | 0.91% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Everstar Asset Management, LLC | History | No change | 22,450 | 2,420 | 1.17% | 1.17% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | No change | 21,857 | 2,356 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 21,845 | 2,355 | 0.59% | 0.59% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 21,609 | 2,329 | 0.81% | 0.81% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 21,479 | 2,315 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BURNS J W & CO INC/NY | History | No change | 21,088 | 2,273 | 0.24% | 0.24% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 20,972 | 2,261 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 20,690 | 2,230 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 20,651 | 2,226 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 20,578 | 2,218 | 0.36% | 0.36% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 20,550 | 2,215 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 20,526 | 2,213 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 20,371 | 2,196 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 20,053 | 2,162 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 20,000 | 2,156 | 1.32% | 1.32% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Montecito Bank & Trust | History | Added to | 20,978 | 2,122 | 0.32% | 0.34% | 177 | +24 | 0.11% | Q3 2026 | Oct 01, 2026 |
| Mariner, LLC | History | No change | 19,488 | 2,101 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 19,461 | 2,098 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 19,289 | 2,079 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 19,237 | 2,074 | 0.19% | 0.19% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 19,093 | 2,058 | 0.49% | 0.49% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 18,789 | 2,025 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 18,743 | 2,020 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 18,295 | 1,972 | 0.49% | 0.49% | 185 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,023 | 1,943 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 17,724 | 1,911 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 17,638 | 1,901 | 0.47% | 0.47% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Worth Asset Management, LLC | History | No change | 17,086 | 1,842 | 0.59% | 0.59% | 189 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,075 | 1,840 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ignite Planners, LLC | History | No change | 16,700 | 1,804 | 0.25% | 0.25% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 16,720 | 1,802 | 0.54% | 0.54% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 17,528 | 1,778 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 16,480 | 1,776 | 0.44% | 0.44% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 16,302 | 1,757 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXS Investments LLC | History | No change | 16,025 | 1,727 | 0.49% | 0.49% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farrell Financial LLC | History | No change | 15,981 | 1,723 | 0.93% | 0.93% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 15,544 | 1,675 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 15,915 | 1,652 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | No change | 14,950 | 1,611 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 14,825 | 1,598 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 14,651 | 1,579 | 0.95% | 0.95% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 14,647 | 1,579 | 1.34% | 1.34% | 203 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 14,647 | 1,579 | 1.34% | 1.34% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 14,621 | 1,576 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 14,533 | 1,566 | 0.32% | 0.32% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,500 | 1,563 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NVWM, LLC | History | No change | 14,431 | 1,555 | 0.31% | 0.31% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | No change | 14,272 | 1,538 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 14,228 | 1,534 | 1.06% | 1.06% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 14,037 | 1,513 | 0.29% | 0.29% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 13,918 | 1,500 | 0.22% | 0.22% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 13,869 | 1,495 | 1.26% | 1.26% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,753 | 1,482 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VestGen Advisors, LLC | History | No change | 13,241 | 1,427 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,224 | 1,425 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Management Trust, LLC | History | No change | 12,948 | 1,396 | 1.25% | 1.25% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,911 | 1,392 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 12,764 | 1,376 | 0.37% | 0.37% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 12,615 | 1,360 | 0.63% | 0.63% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investors Research Corp | History | No change | 12,516 | 1,349 | 0.24% | 0.24% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 12,488 | 1,346 | 0.83% | 0.83% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,357 | 1,331 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 12,123 | 1,307 | 1.26% | 1.26% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 12,129 | 1,307 | 0.97% | 0.97% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 12,129 | 1,307 | 0.33% | 0.33% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Herold Advisors, Inc. | History | No change | 11,925 | 1,287 | 0.25% | 0.25% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Patten Group, Inc. | History | No change | 11,874 | 1,280 | 0.2% | 0.2% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 1,186,000 | 1,279 | 0.59% | 0.59% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,523 | 1,242 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M3 Advisory Group, LLC | History | No change | 11,355 | 1,224 | 0.63% | 0.63% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 11,550 | 1,222 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,087 | 1,195 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,000 | 1,186 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 11,006 | 1,186 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Investment Management | History | No change | 10,769 | 1,161 | 0.62% | 0.62% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 10,753 | 1,159 | 0.7% | 0.7% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTRUST BANK NA | History | No change | 10,725 | 1,156 | 0.09% | 0.09% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,706 | 1,154 | 0.11% | 0.11% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Alpha, LLC | History | No change | 10,682 | 1,151 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 10,498 | 1,131 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,531 | 1,128 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 10,407 | 1,122 | 0.24% | 0.24% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 10,414 | 1,122 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Purpose Unlimited Inc. | History | No change | 10,292 | 1,108 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 10,258 | 1,106 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Targeted Financial Services LLC | History | No change | 10,240 | 1,104 | 0.81% | 0.81% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 10,234 | 1,103 | 0.4% | 0.4% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Towerpoint Wealth, LLC | History | No change | 10,210 | 1,100 | 0.38% | 0.38% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 10,141 | 1,093 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stablepoint Partners, LLC | History | No change | 10,072 | 1,085 | 0.15% | 0.15% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,951 | 1,072 | 0.11% | 0.11% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,884 | 1,065 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,861 | 1,063 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,794 | 1,055 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 9,761 | 1,052 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 9,659 | 1,041 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,544 | 1,029 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | No change | 9,500 | 1,024 | 0.54% | 0.54% | 259 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 9,228 | 994 | 0.6% | 0.6% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 9,219 | 993 | 0.16% | 0.16% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,102 | 981 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,906 | 960 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,909 | 960 | 1.75% | 1.75% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 8,704 | 938 | 0.69% | 0.69% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,683 | 936 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RCW Management, LLC | History | No change | 8,639 | 931 | 0.83% | 0.83% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROCKLAND TRUST CO | History | No change | 9,090 | 919 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,449 | 911 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Financial Group LLC | History | No change | 8,455 | 911 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,407 | 906 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 8,356 | 900 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | No change | 8,345 | 899 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PW Nova Financial Services LLC | History | No change | 8,317 | 896 | 0.19% | 0.19% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 8,275 | 892 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,241 | 888 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Telos Capital Management, Inc. | History | No change | 8,221 | 886 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SK Wealth Management, LLC | History | No change | 8,361 | 866 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 8,079 | 855 | 0.11% | 0.11% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,925 | 854 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,728 | 833 | 0.52% | 0.52% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,670 | 826 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,645 | 824 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REYL & Cie S.A. | History | No change | 8,830 | 810 | 0.93% | 0.93% | 284 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Laraway Financial Advisors Inc | History | No change | 7,375 | 795 | 0.48% | 0.48% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 7,088 | 764 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 7,089 | 764 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trajan Wealth LLC | History | No change | 7,053 | 760 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 7,007 | 755 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 7,487 | 754 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 6,835 | 736 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 6,811 | 734 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Trust Co | History | No change | 6,815 | 734 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,772 | 730 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,754 | 728 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,739 | 725 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 6,600 | 711 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,550 | 706 | 0.4% | 0.4% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,535 | 704 | 0.23% | 0.23% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 6,425 | 692 | 0.21% | 0.21% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |