SPDR SERIES TRUST - EBND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 36,838,889 | 760,354 | 0.12% | 0.13% | 1 | -1,237,027 | -3.25% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 27,649,126 | 570,677 | 1.48% | 1.51% | 2 | +1,541,701 | 5.91% | Q1 2026 | May 14, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 8,301,948 | 171,352 | 0.83% | 0.89% | 3 | -1,182,648 | -12.47% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,516,441 | 51,939 | 0.0% | 0.0% | 4 | -10,792 | -0.43% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,731,139 | 35,730 | 0.03% | 0.04% | 5 | -53,126 | -2.98% | Q1 2026 | May 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,440,804 | 29,377 | 0.02% | — | 6 | +1,440,804 | New | Q1 2026 | May 14, 2026 |
| Varma Mutual Pension Insurance Co | History | Added to | 1,400,000 | 28,896 | 0.17% | 0.09% | 7 | +700,000 | 100.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,066,926 | 22,021 | 0.0% | 0.0% | 8 | +418,352 | 64.5% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,031,768 | 21,295 | 0.0% | — | 9 | +1,031,768 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 1,007,032 | 20,785 | 0.01% | 0.0% | 10 | +153,603 | 18.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 861,772 | 18,416 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 804,462 | 16,604 | 0.09% | 0.06% | 12 | +31,888 | 4.13% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Added to | 590,909 | 12,196 | 0.0% | 0.0% | 13 | +321,469 | 119.31% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 576,932 | 11,907 | 0.19% | — | 14 | +576,932 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 564,896 | 11,659 | 0.0% | 0.0% | 15 | +54,987 | 10.78% | Q1 2026 | May 04, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 432,206 | 8,920 | 4.94% | 6.12% | 16 | +46,940 | 12.18% | Q1 2026 | May 11, 2026 |
| Avos Capital Management, LLC | History | Added to | 376,047 | 7,761 | 3.07% | 2.33% | 17 | +126,365 | 50.61% | Q1 2026 | May 15, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 364,019 | 7,513 | 1.27% | 1.1% | 18 | +51,363 | 16.43% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 347,657 | 7,429 | 0.36% | 0.35% | 19 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 334,145 | 6,896 | 0.0% | 0.0% | 20 | +20,402 | 6.5% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 318,161 | 6,566 | 0.08% | 0.08% | 21 | +29,738 | 10.31% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 298,612 | 6,163 | 0.01% | 0.01% | 22 | +1,586 | 0.53% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 280,721 | 5,794 | 0.0% | 0.0% | 23 | +20,688 | 7.96% | Q1 2026 | Apr 30, 2026 |
| NewSquare Capital LLC | History | Reduced | 254,437 | 5,251 | 0.46% | 0.5% | 24 | -12,029 | -4.51% | Q1 2026 | May 08, 2026 |
| rebel Financial LLC | History | Reduced | 235,679 | 4,864 | 2.11% | 2.17% | 25 | -2,226 | -0.94% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | New | 223,659 | 4,616 | 0.01% | — | 26 | +223,659 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 222,613 | 4,594 | 0.0% | 0.0% | 27 | +78,360 | 54.32% | Q1 2026 | May 05, 2026 |
| City State Bank | History | Added to | 215,546 | 4,448 | 1.15% | 1.17% | 28 | +14,905 | 7.43% | Q1 2026 | Apr 20, 2026 |
| Austin Private Wealth, LLC | History | No change | 205,949 | 4,401 | 0.33% | 0.33% | 29 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 201,657 | 4,162 | 2.78% | 2.78% | 30 | +11,749 | 6.19% | Q1 2026 | May 04, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 197,199 | 4,070 | 1.2% | 1.34% | 31 | -11,481 | -5.5% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 174,558 | 3,603 | 0.03% | 0.03% | 32 | +569 | 0.33% | Q1 2026 | Apr 07, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 169,133 | 3,490 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 157,225 | 3,245 | 0.0% | 0.0% | 34 | +30,489 | 24.06% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 148,429 | 3,063 | 0.69% | 0.68% | 35 | +4,504 | 3.13% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 141,853 | 2,927 | 0.0% | — | 36 | +141,853 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | New | 41,315 | 2,647 | 1.55% | — | 37 | +41,315 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 122,653 | 2,531 | 0.04% | 0.04% | 38 | -2,761 | -2.2% | Q1 2026 | Apr 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 112,384 | 2,319 | 0.04% | 0.02% | 39 | +54,879 | 95.43% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 110,700 | 2,284 | 0.0% | 0.0% | 40 | +43,962 | 65.87% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 109,647 | 2,263 | 0.02% | 0.02% | 41 | +21,505 | 24.4% | Q1 2026 | Apr 07, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 107,064 | 2,209 | 0.05% | 0.05% | 42 | -11,527 | -9.72% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 104,939 | 2,165 | 0.02% | 0.01% | 43 | +31,111 | 42.14% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 97,742 | 2,017 | 0.01% | 0.0% | 44 | +22,805 | 30.43% | Q1 2026 | Apr 30, 2026 |
| Private Advisory Group LLC | History | New | 91,699 | 1,892 | 0.12% | — | 45 | +91,699 | New | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 89,650 | 1,850 | 0.0% | 0.0% | 46 | +12,262 | 15.84% | Q1 2026 | May 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 87,463 | 1,805 | 0.5% | 0.49% | 47 | +8,380 | 10.6% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 87,563 | 1,785 | 0.0% | 0.0% | 48 | +59,091 | 207.54% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 82,225 | 1,757 | 0.01% | 0.01% | 49 | +15,524 | 23.27% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 84,568 | 1,745 | 0.03% | 0.03% | 50 | +4,915 | 6.17% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,366 | 1,638 | 0.0% | 0.0% | 51 | -22,718 | -22.25% | Q1 2026 | May 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 61,046 | 1,303 | 0.0% | 0.0% | 52 | +30,523 | 100.0% | Q1 2026 | May 12, 2026 |
| VICUS CAPITAL | History | Added to | 62,691 | 1,293 | 0.1% | 0.07% | 53 | +19,527 | 45.24% | Q1 2026 | Apr 22, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 60,239 | 1,243 | 0.43% | 0.43% | 54 | +5,428 | 9.9% | Q1 2026 | Apr 28, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 58,707 | 1,211 | 0.46% | 0.47% | 55 | +786 | 1.36% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Management, Inc. | History | Added to | 57,183 | 1,180 | 0.41% | 0.41% | 56 | +2,813 | 5.17% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 55,842 | 1,152 | 0.0% | 0.0% | 57 | +5,324 | 10.54% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 52,696 | 1,087 | 0.0% | 0.0% | 58 | +34,446 | 188.75% | Q1 2026 | May 04, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 51,677 | 1,066 | 0.55% | 0.59% | 59 | -559 | -1.07% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 50,967 | 1,051 | 0.01% | 0.01% | 60 | +3,389 | 7.12% | Q1 2026 | Apr 20, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 50,300 | 1,038 | 0.17% | 0.17% | 61 | +2,486 | 5.2% | Q1 2026 | Apr 22, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 48,008 | 990 | 0.19% | 0.19% | 62 | +1,881 | 4.08% | Q1 2026 | Apr 09, 2026 |
| Breakwater Investment Management | History | Added to | 46,972 | 969 | 0.36% | 0.04% | 63 | +41,487 | 756.37% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 45,423 | 937 | 0.0% | 0.0% | 64 | +14,396 | 46.4% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 45,092 | 930 | 0.21% | 0.22% | 65 | +373 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 44,917 | 927 | 0.0% | 0.0% | 66 | +4,202 | 10.32% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 41,819 | 863 | 0.02% | 0.01% | 67 | +26,761 | 177.72% | Q1 2026 | Apr 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 39,557 | 816 | 0.03% | 0.03% | 68 | +3,841 | 10.75% | Q1 2026 | May 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 38,498 | 794 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,196 | 794 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,206 | 788 | 0.0% | 0.0% | 71 | -3,832 | -9.12% | Q1 2026 | Apr 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 38,121 | 786 | 0.3% | 0.29% | 72 | +1,220 | 3.31% | Q1 2026 | May 11, 2026 |
| Family CFO Inc | History | New | 38,046 | 785 | 0.35% | — | 73 | +38,046 | New | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 37,300 | 769 | 0.0% | 0.0% | 74 | -32,834 | -46.82% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 36,149 | 746 | 0.05% | 0.06% | 75 | +3,574 | 10.97% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 35,980 | 742 | 0.04% | 0.04% | 76 | +7,603 | 26.79% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,574 | 734 | 0.0% | 0.0% | 77 | +1,820 | 5.39% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 34,035 | 702 | 0.09% | 0.12% | 78 | -10,040 | -22.78% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 33,673 | 695 | 0.06% | 0.06% | 79 | -2,236 | -6.23% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,213 | 623 | 0.01% | 0.01% | 80 | +5,554 | 22.52% | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 28,533 | 588 | 0.2% | 0.22% | 81 | -894 | -3.04% | Q1 2026 | May 08, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 28,028 | 578 | 0.34% | 0.33% | 82 | +2,694 | 10.63% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,614 | 569 | 0.0% | 0.0% | 83 | +16,539 | 149.34% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,975 | 556 | 0.0% | 0.0% | 84 | +4 | 0.01% | Q1 2026 | May 05, 2026 |
| Capital CS Group, LLC | History | Added to | 26,101 | 538 | 1.11% | 0.85% | 85 | +121 | 0.47% | Q1 2026 | May 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 25,340 | 523 | 0.46% | 0.41% | 86 | +4,094 | 19.27% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,134 | 498 | 0.0% | 0.0% | 87 | +6,061 | 33.54% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,043 | 496 | 0.0% | 0.0% | 88 | +1,593 | 7.1% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 23,868 | 492 | 0.01% | 0.01% | 89 | +405 | 1.73% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,404 | 483 | 0.0% | 0.0% | 90 | +8,086 | 52.79% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 23,210 | 479 | 0.0% | 0.0% | 91 | -82 | -0.35% | Q1 2026 | May 12, 2026 |
| Summit Global Investments | History | Reduced | 21,241 | 438 | 0.03% | 0.3% | 92 | -215,067 | -91.01% | Q1 2026 | May 07, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 21,121 | 435 | 0.06% | 0.06% | 93 | -363 | -1.69% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 20,868 | 430 | 0.0% | 0.0% | 94 | -8,031 | -27.79% | Q1 2026 | May 11, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 20,803 | 429 | 0.96% | 0.98% | 95 | +272 | 1.32% | Q1 2026 | Apr 27, 2026 |
| DRAVO BAY LLC | History | Reduced | 19,748 | 407 | 0.17% | 0.18% | 96 | -816 | -3.97% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Reduced | 19,454 | 401 | 0.02% | 0.02% | 97 | -1,516 | -7.23% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,497 | 381 | 0.01% | 0.01% | 98 | +2,197 | 13.48% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,242 | 355 | 0.0% | 0.0% | 99 | +2,210 | 14.7% | Q1 2026 | May 12, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 17,178 | 354 | 0.02% | 0.02% | 100 | -314 | -1.8% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 16,532 | 353 | 0.03% | 0.03% | 101 | -218 | -1.3% | Q1 2026 | Apr 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,848 | 347 | 0.11% | 0.11% | 102 | -22 | -0.13% | Q1 2026 | May 13, 2026 |
| WealthPoint Financial, LLC | History | No change | 16,265 | 347 | 0.3% | 0.3% | 103 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,358 | 337 | 0.0% | 0.0% | 104 | +1,864 | 12.86% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,199 | 334 | 0.0% | 0.0% | 105 | +874 | 5.7% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,804 | 326 | 0.04% | — | 106 | +15,804 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 15,226 | 314 | 0.0% | — | 107 | +15,226 | New | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 14,994 | 309 | 0.03% | 0.03% | 108 | +1,529 | 11.36% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 14,938 | 308 | 0.08% | 0.08% | 109 | +907 | 6.46% | Q1 2026 | Apr 17, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 14,742 | 304 | 0.27% | 0.88% | 110 | -26,942 | -64.63% | Q1 2026 | May 05, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 14,265 | 294 | 0.1% | 0.11% | 111 | +64 | 0.45% | Q1 2026 | Apr 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 14,213 | 293 | 0.02% | 0.02% | 113 | +4,731 | 49.89% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 14,200 | 293 | 0.17% | 0.16% | 114 | +1,106 | 8.45% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 14,216 | 293 | 0.0% | 0.0% | 112 | +15 | 0.11% | Q1 2026 | May 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 14,066 | 290 | 0.52% | 0.51% | 115 | +1,660 | 13.38% | Q1 2026 | Apr 14, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 12,937 | 276 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,343 | 275 | 0.02% | 0.02% | 117 | +236 | 1.8% | Q1 2026 | Apr 13, 2026 |
| Banque Transatlantique SA | History | New | 12,937 | 267 | 0.01% | — | 118 | +12,937 | New | Q1 2026 | May 13, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 12,692 | 261 | 0.13% | 0.12% | 119 | +2,661 | 26.53% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 12,117 | 250 | 0.01% | 0.01% | 120 | -55 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,918 | 245 | 0.0% | 0.01% | 121 | -14,643 | -55.13% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Added to | 11,436 | 236 | 0.01% | 0.01% | 122 | +27 | 0.24% | Q1 2026 | May 13, 2026 |
| Entelevest, LLC | History | New | 11,402 | 235 | 0.24% | — | 124 | +11,402 | New | Q1 2026 | May 04, 2026 |
| K2 Financial Inc. | History | Reduced | 11,058 | 235 | 0.17% | 0.18% | 123 | -74 | -0.66% | Q1 2026 | Apr 28, 2026 |
| Balboa Wealth Partners | History | Added to | 11,259 | 232 | 0.04% | 0.04% | 125 | +168 | 1.51% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Reduced | 11,224 | 231 | 0.0% | 0.0% | 126 | -286 | -2.48% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | New | 11,052 | 228 | 0.01% | — | 127 | +11,052 | New | Q1 2026 | Apr 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,949 | 225 | 0.02% | 0.06% | 128 | -16,954 | -60.76% | Q1 2026 | Apr 22, 2026 |
| PCB Capital LLC | History | Added to | 10,802 | 222 | 0.35% | 0.35% | 129 | +535 | 5.21% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | New | 10,090 | 208 | 0.0% | — | 130 | +10,090 | New | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | New | 9,853 | 203 | 0.05% | — | 131 | +9,853 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,648 | 197 | 0.0% | 0.0% | 132 | +4,445 | 85.43% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,572 | 197 | 0.01% | 0.01% | 133 | +150 | 1.59% | Q1 2026 | Apr 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 7,185 | 146 | 0.07% | 0.08% | 134 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,660 | 137 | 0.0% | 0.0% | 135 | +5,213 | 360.26% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,424 | 132 | 0.0% | 0.0% | 136 | -49,316 | -88.48% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,283 | 129 | 0.0% | 0.0% | 137 | +4,764 | 313.63% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 5,916 | 122 | 0.0% | 0.0% | 138 | +1,293 | 27.97% | Q1 2026 | May 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 5,523 | 113 | 0.07% | 0.04% | 139 | -885 | -13.81% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | No change | 4,298 | 88 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | Added to | 4,184 | 86 | 0.02% | 0.0% | 141 | +3,945 | 1650.63% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 3,202 | 66 | 0.0% | — | 143 | +3,202 | New | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 3,210 | 66 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caitlin John, LLC | History | No change | 3,191 | 65 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,010 | 62 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,996 | 61 | 0.0% | 0.0% | 146 | +2,191 | 272.17% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,743 | 56 | 0.02% | 0.02% | 147 | +24 | 0.88% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 2,707 | 55 | 0.04% | 0.05% | 148 | -86 | -3.08% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,018 | 41 | 0.0% | 0.0% | 149 | +10 | 0.5% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,973 | 40 | 0.0% | 0.0% | 151 | +1,861 | 1661.61% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,935 | 40 | 0.0% | 0.0% | 150 | -57 | -2.86% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,916 | 39 | 0.0% | — | 153 | +1,916 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 1,895 | 39 | 0.0% | 0.0% | 152 | -1,493 | -44.07% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,891 | 38 | 0.0% | 0.0% | 155 | +295 | 18.48% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 1,847 | 38 | 0.01% | 0.01% | 154 | +21 | 1.15% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,760 | 36 | 0.0% | 0.0% | 158 | -1,652 | -48.42% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,781 | 36 | 0.0% | 0.0% | 156 | -117 | -6.16% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 1,759 | 36 | 0.0% | 0.0% | 157 | -82 | -4.45% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 1,727 | 35 | 0.0% | — | 159 | +1,727 | New | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,665 | 34 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,511 | 31 | 0.0% | — | 161 | +1,511 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,404 | 28 | 0.0% | — | 163 | +1,404 | New | Q1 2026 | May 19, 2026 |
| Triumph Capital Management | History | Reduced | 1,360 | 28 | 0.01% | 0.01% | 162 | -294 | -17.78% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 1,335 | 27 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,290 | 26 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Daytona Street Capital LLC | History | No change | 1,245 | 25 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,174 | 24 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | No change | 995 | 20 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 787 | 16 | 0.01% | — | 169 | +787 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 731 | 15 | 0.0% | — | 170 | +716 | 4773.33% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | No change | 671 | 13 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 620 | 12 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 534 | 11 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | New | 530 | 10 | 0.01% | — | 177 | +530 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 511 | 10 | 0.0% | — | 175 | +497 | 3550.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 493 | 10 | 0.0% | 0.0% | 176 | +10 | 2.07% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | No change | 525 | 10 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 450 | 9 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 362 | 7 | 0.0% | — | 181 | +362 | New | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 352 | 7 | 0.01% | 0.0% | 180 | +193 | 121.38% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 360 | 7 | 0.0% | 0.0% | 179 | -45 | -11.11% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | New | 339 | 6 | 0.0% | — | 183 | +339 | New | Q1 2026 | Apr 13, 2026 |
| Synergy Investment Management, LLC | History | New | 307 | 6 | 0.0% | — | 185 | +307 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 298 | 6 | 0.0% | — | 184 | +298 | New | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 337 | 6 | 0.0% | 0.0% | 182 | -59 | -14.9% | Q1 2026 | May 12, 2026 |
| Burk Holdings LLC | History | New | 288 | 5 | 0.0% | — | 190 | +288 | New | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 254 | 5 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 251 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | No change | 289 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 254 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kozak & Associates, Inc. | History | New | 209 | 4 | 0.0% | — | 195 | +209 | New | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 205 | 4 | 0.0% | 0.0% | 193 | +86 | 72.27% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 236 | 4 | 0.0% | 0.0% | 192 | +7 | 3.06% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Reduced | 201 | 4 | 0.0% | 0.0% | 191 | -2 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 219 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 182 | 3 | 0.0% | 0.0% | 196 | -38,086 | -99.52% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | New | 172 | 3 | 0.0% | — | 201 | +172 | New | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 165 | 3 | 0.0% | — | 199 | +165 | New | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 150 | 3 | 0.0% | — | 200 | +150 | New | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 177 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 182 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | New | 124 | 2 | 0.0% | — | 208 | +124 | New | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 123 | 2 | 0.0% | — | 209 | +123 | New | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | New | 116 | 2 | 0.0% | — | 207 | +116 | New | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | Added to | 74 | 2 | 0.0% | 0.0% | 205 | +36 | 94.74% | Q1 2026 | May 05, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 132 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 97 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Investors Research Corp | History | No change | 139 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| REAP Financial Group, LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | New | 82 | 1 | 0.0% | — | 215 | +82 | New | Q1 2026 | Apr 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 53 | 1 | 0.0% | — | 216 | +53 | New | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 93 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 66 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -358,900 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -89,775 | -100.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -23,957 | -100.0% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,959 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,835 | -100.0% | Q1 2026 | May 04, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,018 | -100.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 47 | 0 | — | 0.0% | — | -351 | -88.19% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -97 | -67.83% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | New | 39 | 0 | — | — | — | +39 | New | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 07, 2026 |
| First Pacific Financial | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CNB Bank | History | Reduced | 12 | 0 | — | — | — | -18 | -60.0% | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 08, 2026 |
| Portus Wealth Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 07, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 37 | 0 | — | — | — | +7 | 23.33% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 24 | 0 | — | — | — | +4 | 20.0% | Q1 2026 | May 06, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Solstein Capital, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |