SPDR SERIES TRUST - EFIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of Italy | History | No change | 771,136 | 56,239 | 2.56% | 2.56% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Olde Wealth Management, LLC | History | No change | 528,913 | 38,573 | 10.93% | 10.93% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 419,195 | 31,045 | 2.19% | 2.17% | 3 | -6,473 | -1.52% | Q3 2026 | Oct 05, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 407,529 | 29,721 | 2.29% | 2.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 403,748 | 29,445 | 1.1% | 1.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 346,408 | 25,263 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Systelligence, LLC | History | No change | 284,700 | 20,763 | 3.47% | 3.47% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 224,885 | 16,400 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 195,483 | 14,256 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 165,919 | 12,087 | 2.03% | 2.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 156,774 | 11,433 | 3.97% | 3.97% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laurel Wealth Planning LLC | History | No change | 155,404 | 11,333 | 5.01% | 5.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 99,044 | 7,223 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Edge Capital, LLC | History | No change | 96,463 | 7,035 | 0.84% | 0.84% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 94,176 | 6,868 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 90,608 | 6,608 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GAM Holding AG | History | No change | 75,715 | 5,519 | 0.42% | 0.42% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 75,295 | 5,458 | 0.48% | 0.48% | 18 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 70,134 | 5,114 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 58,805 | 4,265 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gradient Investments LLC | History | No change | 58,090 | 4,236 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 54,253 | 3,956 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 53,172 | 3,877 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 53,055 | 3,869 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 51,570 | 3,761 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIRCHBROOK, INC. | History | No change | 47,396 | 3,456 | 1.62% | 1.62% | 26 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Affiance Financial, LLC | History | No change | 45,299 | 3,303 | 0.47% | 0.47% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 39,899 | 2,909 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 39,686 | 2,894 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 38,274 | 2,791 | 0.38% | 0.38% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 37,009 | 2,740 | 0.07% | 0.07% | 31 | -475 | -1.27% | Q3 2026 | Oct 05, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 35,346 | 2,577 | 0.38% | 0.38% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 34,198 | 2,494 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 33,274 | 2,426 | 0.25% | 0.25% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 32,933 | 2,401 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | No change | 31,802 | 2,319 | 0.71% | 0.71% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,783 | 2,172 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 29,764 | 2,170 | 0.43% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 28,600 | 2,085 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 27,253 | 1,987 | 1.39% | 1.39% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 26,781 | 1,952 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 26,498 | 1,932 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,625 | 1,868 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 25,237 | 1,840 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,702 | 1,728 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Napier Financial, LLC | History | No change | 23,155 | 1,688 | 0.35% | 0.35% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 22,832 | 1,665 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 22,523 | 1,642 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 21,071 | 1,536 | 0.64% | 0.64% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 20,603 | 1,502 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 19,803 | 1,445 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 17,261 | 1,258 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.Safra Asset Management Corp | History | No change | 16,848 | 1,228 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,798 | 1,217 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 15,189 | 1,107 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 14,794 | 1,078 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 13,789 | 1,005 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| One Capital Management, LLC | History | No change | 15,150 | 955 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 15,138 | 954 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 12,973 | 946 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Veracity Capital LLC | History | No change | 12,909 | 941 | 0.25% | 0.25% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,107 | 882 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 11,699 | 853 | 0.42% | 0.42% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Alpha, LLC | History | No change | 11,229 | 818 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,922 | 796 | 0.12% | 0.12% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coastline Trust Co | History | Reduced | 10,625 | 786 | 0.07% | 0.09% | 66 | -3,783 | -26.26% | Q3 2026 | Oct 01, 2026 |
| SEVEN MILE ADVISORY | History | No change | 10,380 | 757 | 0.51% | 0.51% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opulen Financial Group LLC | History | No change | 9,827 | 716 | 0.45% | 0.45% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FinArc Investments, Inc. | History | No change | 9,551 | 696 | 0.63% | 0.63% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8,973 | 691 | 0.53% | 0.53% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hills Bank & Trust Co | History | No change | 9,299 | 678 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 9,224 | 672 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Single Point Partners, LLC | History | No change | 8,230 | 600 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 7,650 | 557 | 0.46% | 0.46% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 7,555 | 550 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,426 | 542 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 7,208 | 541 | 0.16% | 0.16% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 7,334 | 534 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 7,158 | 522 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 6,966 | 508 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 6,907 | 503 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,427 | 468 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,963 | 434 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,911 | 431 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 5,877 | 428 | 0.2% | 0.2% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 5,755 | 419 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Link Financial Advisors, LLC | History | No change | 5,644 | 411 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 5,615 | 409 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,608 | 408 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 5,493 | 400 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 5,490 | 400 | 0.21% | 0.21% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Veridan Wealth LLC | History | No change | 5,294 | 386 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Range Advisory, LLC | History | No change | 5,203 | 379 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Briggs Wealth Management, Inc | History | No change | 5,019 | 366 | 0.33% | 0.33% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,966 | 362 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,788 | 349 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFG Wealth Management, LLC. | History | No change | 4,778 | 348 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,764 | 347 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,762 | 347 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Horizon Wealth Management, LLC | History | No change | 4,669 | 340 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,618 | 336 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,485 | 327 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 4,485 | 327 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,112 | 322 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ellenbecker Investment Group | History | No change | 3,999 | 291 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 3,880 | 282 | 0.17% | 0.17% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | No change | 3,769 | 274 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,532 | 257 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | No change | 3,497 | 255 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,416 | 249 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venture Visionary Partners LLC | History | Added to | 3,319 | 245 | 0.01% | 0.01% | 111 | +189 | 6.04% | Q3 2026 | Oct 07, 2026 |
| WNY Asset Management, LLC | History | No change | 3,307 | 241 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,206 | 233 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,177 | 231 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 3,065 | 223 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | No change | 3,011 | 219 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALTFEST L J & CO INC | History | No change | 2,986 | 217 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fiera Capital Corp | History | No change | 2,863 | 208 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAXON INTERESTS, INC. | History | No change | 2,848 | 207 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sincerus Advisory, LLC | History | No change | 2,790 | 203 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,491 | 181 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 2,383 | 173 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,200 | 160 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,911 | 139 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,873 | 136 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,765 | 128 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,188 | 86 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 1,133 | 82 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,096 | 79 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,063 | 77 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 778 | 58 | 0.0% | — | 131 | +778 | New | Q3 2026 | Oct 02, 2026 |
| US BANCORP \DE\ | History | No change | 672 | 49 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 383 | 27 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 355 | 25 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Portfolio Services LLC | History | No change | 339 | 24 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 175 | 13 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 179 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 113 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 95 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capitol Family Office, Inc. | History | No change | 94 | 6 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |