SPDR SERIES TRUST - EBND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 38,075,916 | 813,682 | 0.13% | 0.13% | 1 | -1,293,347 | -3.29% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 26,107,425 | 557,915 | 1.51% | 1.49% | 2 | +987,105 | 3.93% | Q4 2025 | Feb 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 9,484,596 | 202,685 | 0.89% | 0.6% | 3 | +1,772,719 | 22.99% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 2,527,233 | 54,006 | 0.0% | 0.0% | 4 | +40,984 | 1.65% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,784,265 | 38,129 | 0.04% | 0.04% | 5 | -46,415 | -2.54% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 861,772 | 18,416 | 0.07% | 0.0% | 6 | +856,745 | 17042.87% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 853,429 | 18,237 | 0.0% | 0.01% | 7 | +18,067 | 2.16% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 772,574 | 16,509 | 0.06% | 0.06% | 8 | +3,084 | 0.4% | Q4 2025 | Feb 06, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 700,000 | 14,959 | 0.09% | — | 9 | +700,000 | New | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 648,574 | 13,860 | 0.0% | 0.0% | 10 | +108,603 | 20.11% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 509,909 | 10,896 | 0.0% | 0.0% | 11 | +55,172 | 12.13% | Q4 2025 | Feb 10, 2026 |
| Hamrick Investment Counsel, llc | History | New | 385,266 | 8,233 | 6.12% | — | 12 | +385,266 | New | Q4 2025 | Mar 31, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 358,900 | 7,669 | 0.36% | 0.32% | 13 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 347,657 | 7,429 | 0.35% | — | 14 | +347,657 | New | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 313,743 | 6,704 | 0.0% | 0.0% | 15 | -20,313 | -6.08% | Q4 2025 | Feb 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 312,656 | 6,681 | 1.1% | 1.26% | 16 | -50,679 | -13.95% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 297,026 | 6,347 | 0.01% | 0.01% | 17 | +4,395 | 1.5% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 288,423 | 6,163 | 0.08% | 0.08% | 18 | -1,851 | -0.64% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 269,440 | 5,757 | 0.0% | 0.0% | 19 | +199,869 | 287.29% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 266,466 | 5,694 | 0.5% | 0.53% | 20 | -96,637 | -26.61% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 260,033 | 5,556 | 0.0% | — | 21 | +260,033 | New | Q4 2025 | Mar 20, 2026 |
| Avos Capital Management, LLC | History | Added to | 249,682 | 5,335 | 2.33% | 2.47% | 22 | +2,039 | 0.82% | Q4 2025 | Feb 13, 2026 |
| rebel Financial LLC | History | New | 237,905 | 5,084 | 2.17% | — | 23 | +237,905 | New | Q4 2025 | Mar 27, 2026 |
| Summit Global Investments | History | Added to | 236,308 | 5,050 | 0.3% | 0.29% | 24 | +3,566 | 1.53% | Q4 2025 | Feb 18, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 208,680 | 4,459 | 1.34% | 1.46% | 25 | +101,863 | 95.36% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 205,949 | 4,401 | 0.33% | 0.3% | 26 | +20,084 | 10.81% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | Added to | 200,641 | 4,287 | 1.17% | 1.19% | 27 | +8,446 | 4.39% | Q4 2025 | Jan 28, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 189,908 | 4,058 | 2.78% | 2.78% | 28 | +5,037 | 2.72% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 173,989 | 3,718 | 0.03% | 0.03% | 29 | -35,081 | -16.78% | Q4 2025 | Jan 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 169,133 | 3,607 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 144,253 | 3,082 | 0.0% | 0.0% | 31 | +2,722 | 1.92% | Q4 2025 | Jan 29, 2026 |
| Aspire Private Capital, LLC | History | Added to | 143,925 | 3,075 | 0.68% | 0.64% | 32 | +8,071 | 5.94% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 126,736 | 2,708 | 0.0% | 0.0% | 33 | +47,681 | 60.31% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Reduced | 125,414 | 2,679 | 0.04% | 0.05% | 34 | -9,656 | -7.15% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 118,591 | 2,534 | 0.05% | 0.05% | 35 | +1,591 | 1.36% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 102,084 | 2,181 | 0.0% | 0.0% | 36 | +11,400 | 12.57% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 89,775 | 1,918 | 0.01% | 0.01% | 37 | +458 | 0.51% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 88,142 | 1,883 | 0.02% | 0.03% | 38 | +5,871 | 7.14% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 79,653 | 1,702 | 0.03% | 0.03% | 39 | +422 | 0.53% | Q4 2025 | Jan 16, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 79,083 | 1,690 | 0.49% | 0.42% | 40 | +13,206 | 20.05% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 77,388 | 1,653 | 0.0% | 0.0% | 41 | -284 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 74,937 | 1,601 | 0.0% | 0.0% | 42 | -962 | -1.27% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 73,828 | 1,577 | 0.01% | 0.02% | 43 | -8,259 | -10.06% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | Added to | 70,134 | 1,498 | 0.0% | 0.0% | 44 | +22,225 | 46.39% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 66,738 | 1,426 | 0.0% | 0.0% | 45 | +5,756 | 9.44% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 66,701 | 1,425 | 0.01% | 0.01% | 46 | +6,845 | 11.44% | Q4 2025 | Feb 17, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 57,921 | 1,237 | 0.47% | 0.46% | 47 | +2,983 | 5.43% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 57,505 | 1,228 | 0.02% | 0.03% | 48 | +1,448 | 2.58% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,740 | 1,191 | 0.0% | 0.0% | 49 | +50,023 | 874.99% | Q4 2025 | Mar 16, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 54,811 | 1,171 | 0.43% | 0.42% | 50 | +3,370 | 6.55% | Q4 2025 | Jan 21, 2026 |
| Treasure Coast Financial Planning | History | Added to | 52,236 | 1,116 | 0.59% | 0.59% | 51 | +2,962 | 6.01% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 50,518 | 1,079 | 0.0% | 0.0% | 52 | -2,297 | -4.35% | Q4 2025 | Feb 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 47,814 | 1,021 | 0.17% | 0.17% | 53 | +818 | 1.74% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 47,578 | 1,016 | 0.01% | — | 54 | +47,578 | New | Q4 2025 | Jan 29, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 46,127 | 985 | 0.19% | 0.18% | 55 | +273 | 0.6% | Q4 2025 | Jan 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 44,719 | 955 | 0.22% | 0.22% | 56 | -421 | -0.93% | Q4 2025 | Jan 16, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 44,075 | 941 | 0.12% | 0.15% | 57 | -8,969 | -16.91% | Q4 2025 | Jan 13, 2026 |
| VICUS CAPITAL | History | Added to | 43,164 | 922 | 0.07% | 0.02% | 58 | +32,387 | 300.52% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,038 | 902 | 0.0% | 0.0% | 59 | +4,347 | 11.53% | Q4 2025 | Jan 08, 2026 |
| Wagner Wealth Management, Corp | History | New | 41,684 | 890 | 0.88% | — | 60 | +41,684 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 40,715 | 870 | 0.0% | 0.0% | 61 | +11,655 | 40.11% | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 38,498 | 822 | 0.0% | — | 62 | +38,498 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 38,268 | 817 | 0.0% | 0.0% | 63 | +38,176 | 41495.65% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 37,196 | 794 | 0.01% | 0.0% | 64 | +36,821 | 9818.93% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 36,901 | 788 | 0.29% | 0.3% | 65 | +342 | 0.94% | Q4 2025 | Feb 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 35,909 | 767 | 0.06% | 0.07% | 66 | -2,282 | -5.98% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 35,716 | 763 | 0.03% | 0.03% | 67 | -2,009 | -5.33% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,754 | 721 | 0.0% | 0.0% | 68 | -47,243 | -58.33% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 32,575 | 696 | 0.06% | 0.06% | 69 | +900 | 2.84% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,027 | 663 | 0.0% | — | 70 | +31,027 | New | Q4 2025 | Feb 17, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 30,523 | 651 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 29,427 | 628 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Added to | 28,899 | 617 | 0.0% | — | 73 | +28,863 | 80175.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,472 | 608 | 0.0% | 0.0% | 74 | +1,913 | 7.2% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 28,377 | 606 | 0.04% | 0.03% | 75 | +2,826 | 11.06% | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 27,903 | 596 | 0.06% | 0.08% | 76 | -5,187 | -15.68% | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 26,971 | 576 | 0.0% | 0.0% | 77 | -53 | -0.2% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 26,561 | 567 | 0.01% | 0.01% | 78 | -1,037 | -3.76% | Q4 2025 | Jan 20, 2026 |
| Capital CS Group, LLC | History | Added to | 25,980 | 555 | 0.85% | 0.87% | 79 | +86 | 0.33% | Q4 2025 | Jan 09, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 25,334 | 541 | 0.33% | 0.34% | 80 | -237 | -0.93% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,659 | 526 | 0.01% | 0.01% | 81 | +1,420 | 6.11% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 23,463 | 501 | 0.01% | 0.01% | 82 | -454 | -1.9% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 23,292 | 497 | 0.0% | 0.0% | 83 | +5,624 | 31.83% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 22,450 | 479 | 0.0% | 0.0% | 84 | +1,507 | 7.2% | Q4 2025 | Feb 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 21,484 | 459 | 0.06% | 0.06% | 85 | +431 | 2.05% | Q4 2025 | Feb 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 21,246 | 454 | 0.41% | 0.4% | 86 | +1,206 | 6.02% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Added to | 20,970 | 448 | 0.02% | 0.02% | 87 | +460 | 2.24% | Q4 2025 | Jan 26, 2026 |
| DRAVO BAY LLC | History | Reduced | 20,564 | 439 | 0.18% | 0.21% | 88 | -1,919 | -8.54% | Q4 2025 | Jan 27, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 20,531 | 438 | 0.98% | 0.97% | 89 | +784 | 3.97% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 18,250 | 389 | 0.0% | — | 90 | +18,250 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,073 | 386 | 0.0% | 0.0% | 91 | -2,265 | -11.14% | Q4 2025 | Jan 29, 2026 |
| Diversified Enterprises, LLC | History | Added to | 17,492 | 373 | 0.02% | 0.02% | 92 | +2,033 | 13.15% | Q4 2025 | Jan 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,870 | 360 | 0.11% | 0.12% | 93 | -20 | -0.12% | Q4 2025 | Feb 03, 2026 |
| KWB Wealth | History | New | 16,750 | 357 | 0.03% | — | 94 | +16,750 | New | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,300 | 348 | 0.01% | 0.01% | 95 | +966 | 6.3% | Q4 2025 | Feb 13, 2026 |
| WealthPoint Financial, LLC | History | New | 16,265 | 347 | 0.3% | — | 96 | +16,265 | New | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,318 | 327 | 0.0% | 0.0% | 97 | +1,195 | 8.46% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,325 | 327 | 0.0% | 0.0% | 98 | +179 | 1.18% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,032 | 321 | 0.0% | 0.0% | 99 | +282 | 1.91% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 15,058 | 321 | 0.01% | 0.01% | 100 | +162 | 1.09% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,494 | 309 | 0.0% | 0.0% | 101 | +23 | 0.16% | Q4 2025 | Feb 18, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 14,201 | 303 | 0.11% | 0.09% | 103 | +2,200 | 18.33% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 14,201 | 303 | 0.0% | 0.0% | 102 | +1,545 | 12.21% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Partners, LLC | History | New | 14,031 | 299 | 0.08% | — | 104 | +14,031 | New | Q4 2025 | Feb 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 13,465 | 287 | 0.03% | 0.03% | 105 | +1,915 | 16.58% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,107 | 280 | 0.02% | 0.02% | 106 | +401 | 3.16% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | New | 13,094 | 279 | 0.16% | — | 107 | +13,094 | New | Q4 2025 | Feb 04, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 12,937 | 276 | 0.09% | 0.14% | 108 | -6,428 | -33.19% | Q4 2025 | Feb 10, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 12,406 | 265 | 0.51% | 0.32% | 109 | +496 | 4.16% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 12,172 | 260 | 0.01% | 0.01% | 110 | -81 | -0.66% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 11,510 | 245 | 0.0% | 0.0% | 111 | +3,736 | 48.06% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 11,409 | 243 | 0.01% | 0.01% | 112 | -732 | -6.03% | Q4 2025 | Feb 10, 2026 |
| K2 Financial Inc. | History | Reduced | 11,132 | 238 | 0.18% | 0.19% | 113 | -66 | -0.59% | Q4 2025 | Jan 22, 2026 |
| Balboa Wealth Partners | History | Added to | 11,091 | 237 | 0.04% | 0.04% | 114 | +311 | 2.88% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,075 | 236 | 0.0% | 0.0% | 115 | +1,230 | 12.49% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 10,959 | 234 | 0.0% | 0.0% | 116 | +311 | 2.92% | Q4 2025 | Feb 19, 2026 |
| Frederick Financial Consultants, LLC | History | New | 10,031 | 214 | 0.12% | — | 117 | +10,031 | New | Q4 2025 | Feb 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 9,482 | 202 | 0.02% | 0.02% | 118 | +180 | 1.94% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9,422 | 201 | 0.01% | 0.01% | 119 | -71 | -0.75% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 7,835 | 167 | 0.07% | — | 120 | +7,835 | New | Q4 2025 | Jan 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 7,185 | 153 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 6,408 | 139 | 0.04% | 0.09% | 122 | -239 | -3.6% | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | Added to | 5,485 | 117 | 0.04% | 0.04% | 123 | +825 | 17.7% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,203 | 111 | 0.0% | 0.0% | 124 | +2,201 | 73.32% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 4,623 | 99 | 0.0% | 0.0% | 125 | +2,958 | 177.66% | Q4 2025 | Jan 26, 2026 |
| FSA Advisors, Inc. | History | New | 23,957 | 98 | 0.07% | — | 126 | +23,957 | New | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | No change | 4,298 | 91 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 3,388 | 72 | 0.0% | — | 129 | +3,388 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,412 | 72 | 0.0% | 0.0% | 128 | -1,407 | -29.2% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 3,210 | 68 | 0.05% | 0.06% | 131 | -132 | -3.95% | Q4 2025 | Jan 28, 2026 |
| Caitlin John, LLC | History | No change | 3,191 | 68 | 0.04% | 0.05% | 130 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | New | 3,010 | 64 | 0.0% | — | 132 | +3,010 | New | Q4 2025 | Feb 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 2,793 | 59 | 0.05% | — | 133 | +2,793 | New | Q4 2025 | Mar 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,719 | 58 | 0.02% | 0.02% | 134 | +52 | 1.95% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 1,992 | 42 | 0.0% | 0.0% | 135 | +1 | 0.05% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,008 | 42 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,898 | 40 | 0.0% | 0.0% | 137 | +549 | 40.7% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 1,841 | 39 | 0.0% | 0.0% | 138 | +1,676 | 1015.76% | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 1,826 | 39 | 0.01% | 0.01% | 139 | -179 | -8.93% | Q4 2025 | Feb 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,665 | 36 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 1,654 | 35 | 0.01% | — | 141 | +1,654 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,596 | 34 | 0.0% | 0.0% | 142 | +124 | 8.42% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,519 | 32 | 0.0% | 0.0% | 143 | +666 | 78.08% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,447 | 30 | 0.0% | 0.0% | 144 | -2,432 | -62.7% | Q4 2025 | Jan 13, 2026 |
| Pacifica Partners Inc. | History | No change | 1,335 | 28 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,290 | 27 | 0.0% | 0.0% | 146 | -538 | -29.43% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 1,245 | 26 | 0.02% | — | 147 | +1,245 | New | Q4 2025 | Jan 21, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,174 | 25 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 995 | 21 | 0.0% | 0.0% | 149 | -1,334 | -57.28% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | New | 1,018 | 21 | 0.01% | — | 150 | +1,018 | New | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 805 | 17 | 0.0% | 0.0% | 151 | -181 | -18.36% | Q4 2025 | Feb 10, 2026 |
| PFS Partners, LLC | History | No change | 671 | 14 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 620 | 13 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Reduced | 525 | 11 | 0.0% | 0.0% | 154 | -70 | -11.76% | Q4 2025 | Feb 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 534 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 483 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 450 | 9 | 0.0% | 0.0% | 157 | -87 | -16.2% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 398 | 8 | 0.0% | 0.0% | 159 | +1 | 0.25% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 405 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 311 | 6 | 0.0% | 0.0% | 160 | +239 | 331.94% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 289 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 271 | 5 | 0.0% | — | 163 | +271 | New | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 254 | 5 | 0.0% | — | 162 | +254 | New | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 254 | 5 | 0.0% | 0.0% | 165 | -81 | -24.18% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Added to | 239 | 5 | 0.0% | 0.0% | 166 | +7 | 3.02% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 251 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Reduced | 203 | 4 | 0.0% | 0.0% | 167 | -1,411 | -87.42% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 219 | 4 | 0.0% | 0.0% | 169 | +2 | 0.92% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 229 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Reduced | 177 | 3 | 0.0% | 0.0% | 170 | -1,711 | -90.63% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 182 | 3 | 0.0% | — | 171 | +182 | New | Q4 2025 | Feb 03, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 158 | 3 | 0.0% | — | 175 | +158 | New | Q4 2025 | Feb 17, 2026 |
| Creative Capital Management Investments LLC | History | New | 143 | 3 | 0.0% | — | 172 | +143 | New | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 159 | 3 | 0.0% | 0.0% | 174 | +112 | 238.3% | Q4 2025 | Feb 10, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 185 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 119 | 2 | 0.0% | 0.0% | 178 | -224 | -65.31% | Q4 2025 | Feb 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 132 | 2 | 0.0% | — | 176 | +132 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 97 | 2 | 0.0% | 0.0% | 177 | +73 | 304.17% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 139 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 112 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| REAP Financial Group, LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 49 | 1 | 0.0% | — | 185 | +49 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 38 | 1 | 0.0% | — | 184 | +21 | 123.53% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 93 | 1 | 0.0% | 0.0% | 182 | -11 | -10.58% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | No change | 66 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Winthrop Capital Management, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -134,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 1.04% | — | -98,148 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -11,931 | -100.0% | Q3 2025 | Dec 17, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,381 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,218 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,050 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,422 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -404 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -277 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Westside Investment Management, Inc. | History | Reduced | 9 | 0 | — | 0.0% | — | -205 | -95.79% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -146 | -96.69% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -43 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Oct 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 14 | 0 | — | — | — | -32 | -69.57% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Quent Capital, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Arax Advisory Partners | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 19, 2026 |
| Realta Investment Advisors | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 20, 2026 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Darwin Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 22, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cape Investment Advisory, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 20 | 0 | — | — | — | +2 | 11.11% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Solstein Capital, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |