SPDR SERIES TRUST - EFIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of Italy | History | No change | 771,136 | 51,011 | 2.22% | 2.36% | 1 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Olde Wealth Management, LLC | History | Added to | 487,666 | 32,259 | 9.92% | 9.58% | 2 | +13,487 | 2.84% | Q4 2025 | Feb 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 408,847 | 27,045 | 2.1% | 2.0% | 3 | -5,220 | -1.26% | Q4 2025 | Feb 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 394,279 | 26,081 | 1.08% | 1.06% | 4 | +5,214 | 1.34% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 328,045 | 21,700 | 0.01% | 0.01% | 5 | +4,307 | 1.33% | Q4 2025 | Feb 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 288,111 | 19,058 | 1.48% | 1.54% | 6 | -1,903 | -0.66% | Q4 2025 | Jan 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 201,104 | 13,303 | 2.25% | 2.16% | 7 | +2,865 | 1.45% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 160,066 | 10,588 | 5.87% | 5.71% | 8 | -9,787 | -5.76% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 158,859 | 10,508 | 3.9% | 4.11% | 9 | -9,483 | -5.63% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 153,977 | 10,185 | 0.01% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 151,788 | 10,040 | 0.05% | 0.05% | 11 | +1,071 | 0.71% | Q4 2025 | Feb 17, 2026 |
| GAM Holding AG | History | New | 151,430 | 10,015 | 0.64% | — | 12 | +151,430 | New | Q4 2025 | Feb 17, 2026 |
| Blue Edge Capital, LLC | History | Added to | 101,227 | 6,696 | 0.9% | 0.9% | 13 | +1,324 | 1.33% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 94,474 | 6,249 | 0.01% | 0.01% | 14 | +6,837 | 7.8% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 83,755 | 5,540 | 0.07% | 0.05% | 15 | -9,480 | -10.17% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 57,126 | 3,778 | 0.0% | 0.0% | 16 | +2,978 | 5.5% | Q4 2025 | Feb 10, 2026 |
| Gradient Investments LLC | History | Added to | 56,992 | 3,770 | 0.06% | 0.06% | 17 | +2,778 | 5.12% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 54,890 | 3,630 | 0.02% | 0.03% | 18 | -3,223 | -5.55% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 49,227 | 3,256 | 0.0% | 0.0% | 19 | +254 | 0.52% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 47,717 | 3,156 | 0.0% | 0.0% | 20 | +1,711 | 3.72% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 38,048 | 2,516 | 0.0% | 0.0% | 21 | -79 | -0.21% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 34,029 | 2,251 | 0.0% | 0.0% | 22 | -257 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 32,920 | 2,177 | 0.07% | 0.06% | 23 | +8,099 | 32.63% | Q4 2025 | Feb 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 31,812 | 2,104 | 0.35% | 0.34% | 24 | +8 | 0.03% | Q4 2025 | Jan 23, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 31,093 | 2,056 | 0.39% | 0.35% | 25 | +4,639 | 17.54% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,487 | 1,950 | 0.0% | 0.0% | 26 | +1,509 | 5.39% | Q4 2025 | Feb 13, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 29,246 | 1,934 | 1.45% | 1.52% | 27 | -1,695 | -5.48% | Q4 2025 | Jan 23, 2026 |
| BIRCHBROOK, INC. | History | Added to | 28,619 | 1,893 | 0.94% | 0.88% | 28 | +1,959 | 7.35% | Q4 2025 | Feb 04, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 25,230 | 1,668 | 0.05% | 0.08% | 29 | -884 | -3.39% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | New | 25,190 | 1,666 | 0.0% | — | 30 | +25,190 | New | Q4 2025 | Feb 17, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 25,166 | 1,664 | 0.35% | 0.35% | 31 | -677 | -2.62% | Q4 2025 | Jan 12, 2026 |
| Napier Financial, LLC | History | New | 24,905 | 1,647 | 0.41% | — | 32 | +24,905 | New | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,330 | 1,609 | 0.02% | 0.02% | 33 | +128 | 0.53% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 23,851 | 1,577 | 0.01% | 0.01% | 34 | +8,771 | 58.16% | Q4 2025 | Feb 09, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 22,445 | 1,484 | 0.12% | 0.11% | 35 | +922 | 4.28% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 21,490 | 1,429 | 0.02% | 0.01% | 36 | +5,755 | 36.57% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,152 | 1,399 | 0.01% | 0.02% | 37 | -371 | -1.72% | Q4 2025 | Jan 23, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 20,669 | 1,367 | 0.68% | 0.67% | 38 | +34 | 0.16% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,723 | 1,304 | 0.0% | 0.0% | 39 | -1,525 | -7.18% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 19,583 | 1,295 | 0.0% | 0.0% | 40 | +222 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 19,394 | 1,282 | 0.04% | 0.04% | 41 | +351 | 1.84% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,082 | 1,196 | 0.0% | 0.0% | 42 | -204 | -1.12% | Q4 2025 | Feb 10, 2026 |
| J.Safra Asset Management Corp | History | Added to | 16,804 | 1,111 | 0.06% | 0.06% | 43 | +23 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 16,624 | 1,099 | 0.04% | — | 44 | +16,624 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,861 | 1,049 | 0.0% | 0.0% | 45 | +1,900 | 13.61% | Q4 2025 | Mar 09, 2026 |
| One Capital Management, LLC | History | Reduced | 15,387 | 1,017 | 0.03% | 0.04% | 46 | -4,243 | -21.61% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,305 | 1,013 | 0.0% | — | 47 | +15,305 | New | Q4 2025 | Feb 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 15,284 | 1,011 | 0.17% | 0.15% | 48 | +1,442 | 10.42% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | Reduced | 15,229 | 1,007 | 0.09% | 0.11% | 49 | -1,419 | -8.52% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,898 | 985 | 0.0% | 0.0% | 50 | -22,431 | -60.09% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 13,947 | 922 | 0.0% | 0.0% | 51 | +370 | 2.73% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 13,840 | 915 | 0.02% | 0.01% | 52 | +2,369 | 20.65% | Q4 2025 | Feb 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 13,081 | 865 | 0.0% | 0.0% | 53 | +4,586 | 53.98% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Added to | 12,348 | 816 | 0.24% | 0.25% | 54 | +158 | 1.3% | Q4 2025 | Jan 29, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 11,981 | 793 | 0.43% | 0.4% | 55 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ellenbecker Investment Group | History | Added to | 11,738 | 776 | 0.11% | 0.08% | 56 | +2,771 | 30.9% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,628 | 769 | 0.0% | 0.0% | 57 | -193 | -1.63% | Q4 2025 | Feb 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,837 | 716 | 0.03% | 0.04% | 58 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,582 | 699 | 0.0% | 0.0% | 59 | -30,301 | -74.12% | Q4 2025 | Mar 25, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,539 | 631 | 0.02% | — | 60 | +9,539 | New | Q4 2025 | Feb 17, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 9,052 | 598 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 8,950 | 592 | 0.55% | 0.54% | 62 | -150 | -1.65% | Q4 2025 | Jan 16, 2026 |
| Opulen Financial Group LLC | History | Added to | 8,669 | 573 | 0.42% | 0.42% | 63 | +23 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | Added to | 8,496 | 562 | 0.02% | 0.01% | 64 | +4,680 | 122.64% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 8,378 | 554 | 0.0% | 0.0% | 65 | -66 | -0.78% | Q4 2025 | Jan 26, 2026 |
| Operose Advisors LLC | History | Added to | 8,386 | 554 | 0.13% | 0.13% | 66 | +22 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Single Point Partners, LLC | History | Added to | 8,217 | 543 | 0.11% | 0.11% | 67 | +6 | 0.07% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,812 | 516 | 0.0% | 0.0% | 68 | +4,108 | 110.91% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 7,555 | 499 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Front Row Advisors LLC | History | Reduced | 7,186 | 475 | 0.16% | 0.16% | 70 | -187 | -2.54% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 6,811 | 450 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 6,691 | 442 | 0.16% | 0.16% | 72 | +24 | 0.36% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 6,129 | 405 | 0.04% | 0.04% | 73 | +106 | 1.76% | Q4 2025 | Jan 23, 2026 |
| Hills Bank & Trust Co | History | Added to | 6,086 | 402 | 0.02% | 0.02% | 74 | +41 | 0.68% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,987 | 396 | 0.0% | 0.0% | 75 | -83 | -1.37% | Q4 2025 | Mar 16, 2026 |
| Veridan Wealth LLC | History | Reduced | 5,766 | 381 | 0.13% | 0.13% | 76 | -144 | -2.44% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 5,694 | 376 | 0.33% | — | 77 | +5,694 | New | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,676 | 375 | 0.01% | 0.01% | 78 | +158 | 2.86% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,608 | 370 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | Added to | 5,491 | 363 | 0.01% | 0.01% | 80 | +2 | 0.04% | Q4 2025 | Feb 10, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 66 | 362 | 0.22% | 0.21% | 81 | -5,395 | -98.79% | Q4 2025 | Jan 13, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 5,418 | 358 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 5,362 | 354 | 0.07% | 0.07% | 83 | -412 | -7.14% | Q4 2025 | Jan 09, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 5,193 | 343 | 0.03% | 0.02% | 84 | +100 | 1.96% | Q4 2025 | Feb 05, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 4,553 | 301 | 0.05% | 0.04% | 85 | +277 | 6.48% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,539 | 300 | 0.0% | 0.0% | 86 | -139 | -2.97% | Q4 2025 | Feb 13, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 4,303 | 284 | 0.11% | 0.09% | 87 | +931 | 27.61% | Q4 2025 | Feb 03, 2026 |
| True Link Financial Advisors, LLC | History | New | 4,204 | 278 | 0.02% | — | 89 | +4,204 | New | Q4 2025 | Jan 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 4,203 | 278 | 0.05% | 0.04% | 88 | +757 | 21.97% | Q4 2025 | Jan 28, 2026 |
| LongView Asset Management LLC | History | Reduced | 4,050 | 267 | 0.19% | 0.23% | 90 | -1,271 | -23.89% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,016 | 265 | 0.0% | 0.0% | 91 | +51 | 1.29% | Q4 2025 | Feb 18, 2026 |
| ALTFEST L J & CO INC | History | Added to | 3,975 | 262 | 0.03% | 0.03% | 92 | +2 | 0.05% | Q4 2025 | Jan 23, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 3,880 | 256 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SHP Wealth Management | History | New | 3,769 | 249 | 0.02% | — | 94 | +3,769 | New | Q4 2025 | Mar 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 3,631 | 240 | 0.01% | 0.01% | 95 | -13 | -0.36% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,494 | 232 | 0.02% | 0.02% | 96 | +53 | 1.54% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,597 | 231 | 0.01% | 0.0% | 97 | +28 | 0.78% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | No change | 3,497 | 231 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 3,258 | 215 | 0.0% | — | 99 | +3,258 | New | Q4 2025 | Feb 05, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 3,229 | 213 | 0.02% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 3,192 | 211 | 0.0% | — | 101 | +3,192 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 3,178 | 210 | 0.0% | 0.0% | 102 | -23,000 | -87.86% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 3,082 | 203 | 0.01% | 0.01% | 103 | -376 | -10.87% | Q4 2025 | Jan 21, 2026 |
| Wells Financial Advisors INC | History | No change | 2,610 | 172 | 0.33% | 0.22% | 104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,488 | 164 | 0.0% | — | 105 | +2,488 | New | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,873 | 123 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,567 | 103 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | New | 1,123 | 74 | 0.0% | — | 108 | +1,123 | New | Q4 2025 | Jan 29, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 1,017 | 67 | 0.02% | 0.01% | 109 | +197 | 24.02% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 983 | 65 | 0.0% | 0.0% | 110 | +3 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 908 | 60 | 0.02% | 0.01% | 111 | +332 | 57.64% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 672 | 44 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 630 | 41 | 0.0% | 0.0% | 113 | +2 | 0.32% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | New | 495 | 32 | 0.0% | — | 114 | +495 | New | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 300 | 19 | 0.0% | — | 115 | +300 | New | Q4 2025 | Feb 05, 2026 |
| Investors Portfolio Services LLC | History | New | 249 | 16 | 0.01% | — | 116 | +249 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 229 | 15 | 0.0% | 0.0% | 117 | -23 | -9.13% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 176 | 11 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 113 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capitol Family Office, Inc. | History | Reduced | 94 | 6 | 0.01% | 0.01% | 120 | -5 | -5.05% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 65 | 4 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,575 | -100.0% | Q3 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 09, 2026 |