SPDR SERIES TRUST - FLRN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History No change 9,900 305,415 100.0% 100.0% 1 0 0.0% Q2 2026 Aug 05, 2026
Wealthfront Advisers LLC History No change 5,067,526 156,333 0.3% 0.3% 2 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 4,105,014 127,096 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,934,329 121,374 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,699,472 83,278 0.02% 0.02% 5 0 0.0% Q2 2026 Sep 23, 2026
BANK OF AMERICA CORP /DE/ History No change 2,456,048 75,769 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,974,296 60,907 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,967,252 60,689 0.42% 0.42% 8 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 1,868,939 57,656 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
Curbstone Financial Management Corp History No change 1,304,506 40,244 6.86% 6.86% 10 0 0.0% Q2 2026 Jul 14, 2026
Facet Wealth, Inc. History No change 1,166,828 35,996 0.52% 0.52% 11 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 1,007,464 31,080 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 12, 2026
Stratos Investment Management, LLC History No change 991,167 30,577 1.11% 1.11% 13 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 976,402 30,122 0.24% 0.24% 14 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 969,434 29,907 0.1% 0.1% 15 0 0.0% Q2 2026 Jul 28, 2026
STATE STREET CORP History No change 941,322 29,039 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 22, 2026
MFA WEALTH ADVISORS, LLC History No change 930,045 28,691 4.89% 4.89% 17 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Management, Inc. History No change 872,431 26,914 3.87% 3.87% 18 0 0.0% Q2 2026 Jul 16, 2026
RAYMOND JAMES FINANCIAL INC History No change 847,170 26,135 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 806,621 24,884 0.61% 0.61% 20 0 0.0% Q2 2026 Aug 11, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 796,500 24,572 3.86% 3.86% 21 0 0.0% Q2 2026 Jul 15, 2026
WESCAP Management Group, Inc. History No change 790,575 24,389 4.55% 4.55% 22 0 0.0% Q2 2026 Aug 11, 2026
Ameliora Wealth Management Ltd. History No change 742,057 22,892 6.8% 6.8% 23 0 0.0% Q2 2026 Jul 24, 2026
Beacon Capital Management, Inc. History No change 736,373 22,717 1.37% 1.37% 24 0 0.0% Q2 2026 Aug 13, 2026
Penobscot Investment Management Company, Inc. History No change 629,278 19,413 1.33% 1.33% 25 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 549,371 16,948 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 02, 2026
ALLSTATE CORP History No change 549,206 16,943 0.17% 0.17% 27 0 0.0% Q2 2026 Aug 13, 2026
Towercrest Capital Management History No change 541,503 16,705 2.33% 2.33% 28 0 0.0% Q2 2026 Aug 03, 2026
Providence First Trust Co History No change 527,836 16,283 4.55% 4.55% 29 0 0.0% Q2 2026 Jul 27, 2026
Whitcomb & Hess, Inc. History No change 526,422 16,240 3.51% 3.51% 30 0 0.0% Q2 2026 Jul 08, 2026
Alliance Wealth Management Group History No change 512,832 15,820 3.08% 3.08% 31 0 0.0% Q2 2026 Aug 04, 2026
APPLETON PARTNERS INC/MA History No change 506,531 15,626 0.96% 0.96% 32 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 483,776 14,924 0.02% 0.02% 33 0 0.0% Q2 2026 Jul 29, 2026
IHT Wealth Management, LLC History No change 477,237 14,722 0.31% 0.31% 34 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 873,369 14,272 1.18% 1.18% 35 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 454,959 14,035 0.22% 0.22% 36 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 437,018 13,482 0.13% 0.13% 37 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 429,451 13,248 0.02% 0.02% 38 0 0.0% Q2 2026 Jul 30, 2026
UBS Group AG History No change 427,906 13,200 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 403,917 12,464 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 391,414 12,075 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 378,098 11,664 2.19% 2.19% 42 0 0.0% Q2 2026 Sep 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 378,061 11,663 0.53% 0.53% 43 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 347,151 10,709 0.11% 0.11% 44 0 0.0% Q2 2026 Jul 28, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 331,163 10,216 1.34% 1.34% 45 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 330,908 10,208 1.16% 1.16% 46 0 0.0% Q2 2026 Jul 10, 2026
Gotham Asset Management, LLC History No change 325,097 10,029 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Aspetuck Financial Management LLC History No change 317,768 9,803 5.77% 5.77% 48 0 0.0% Q2 2026 Aug 11, 2026
Valmark Advisers, Inc. History No change 294,730 9,092 0.1% 0.1% 49 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 291,690 8,998 0.04% 0.04% 50 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History No change 284,005 8,761 0.26% 0.26% 51 0 0.0% Q2 2026 Jul 06, 2026
CALTON & ASSOCIATES, INC. History No change 280,541 8,654 1.27% 1.27% 52 0 0.0% Q2 2026 Aug 10, 2026
Legacy Edge Advisors, LLC History No change 254,331 7,846 0.72% 0.72% 53 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 247,920 7,648 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 240,255 7,411 1.28% 1.28% 55 0 0.0% Q2 2026 Jul 02, 2026
Cannon Advisors, Inc. History No change 234,795 7,229 4.4% 4.4% 56 0 0.0% Q2 2026 Jul 15, 2026
NorthCoast Asset Management LLC History No change 229,595 7,083 0.16% 0.16% 57 0 0.0% Q2 2026 Aug 12, 2026
RiverGlades Family Offices LLC History No change 226,620 6,991 3.21% 3.21% 58 0 0.0% Q2 2026 Aug 10, 2026
MATAURO, LLC History No change 222,022 6,849 0.91% 0.91% 59 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 215,995 6,663 0.09% 0.09% 60 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 213,029 6,572 0.02% 0.02% 61 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 208,925 6,445 0.04% 0.04% 62 0 0.0% Q2 2026 Jul 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 208,428 6,430 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 12, 2026
Mosley Wealth Management History No change 201,798 6,225 1.98% 1.98% 64 0 0.0% Q2 2026 Jul 23, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 191,038 5,893 0.38% 0.38% 65 0 0.0% Q2 2026 Jul 09, 2026
ROYAL BANK OF CANADA History No change 190,460 5,875 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 188,605 5,818 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 07, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 182,826 5,640 1.66% 1.66% 68 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 177,864 5,485 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
HARBOR ADVISORY CORP /MA/ History No change 176,865 5,456 1.46% 1.46% 70 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 171,866 5,302 0.11% 0.11% 71 0 0.0% Q2 2026 Aug 14, 2026
Buska Wealth Management, LLC History No change 169,860 5,240 1.89% 1.89% 72 0 0.0% Q2 2026 Jul 10, 2026
Alesco Advisors, LLC, An ESL Co History No change 169,272 5,222 0.12% 0.12% 73 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 152,532 4,705 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
Ridgewood Investments LLC History Added to 149,034 4,596 1.69% 1.6% 75 +10,170 7.32% Q3 2026 Oct 05, 2026
TRUIST FINANCIAL CORP History No change 148,498 4,581 0.01% 0.01% 76 0 0.0% Q2 2026 Jul 28, 2026
Empowered Funds, LLC History No change 144,892 4,454 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 143,009 4,401 0.18% 0.18% 78 0 0.0% Q2 2026 Jul 09, 2026
COURIER CAPITAL LLC History No change 141,250 4,357 0.22% 0.22% 79 0 0.0% Q2 2026 Jul 16, 2026
EAGLE GLOBAL ADVISORS LLC History No change 139,750 4,311 0.14% 0.14% 80 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 137,892 4,253 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 137,372 4,237 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 136,225 4,202 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 05, 2026
Viaable, LLC History No change 133,961 4,134 3.43% 3.43% 84 0 0.0% Q2 2026 Aug 14, 2026
Generation Capital Management LLC History No change 132,333 4,082 2.5% 2.5% 85 0 0.0% Q2 2026 Aug 13, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 131,759 4,064 0.66% 0.66% 86 0 0.0% Q2 2026 Jul 14, 2026
Sowell Financial Services LLC History No change 127,974 3,947 0.13% 0.13% 87 0 0.0% Q2 2026 Jul 17, 2026
TERRIL BROTHERS, INC. History No change 124,835 3,851 0.99% 0.99% 88 0 0.0% Q2 2026 Jul 24, 2026
Aries Wealth Management History No change 123,585 3,812 0.75% 0.75% 89 0 0.0% Q2 2026 Jul 24, 2026
Asset One Wealth Management LLC History No change 121,554 3,742 0.39% 0.39% 90 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 120,355 3,712 0.23% 0.23% 91 0 0.0% Q2 2026 Aug 11, 2026
SYKON CAPITAL LLC History No change 111,473 3,438 1.06% 1.06% 92 0 0.0% Q2 2026 Aug 12, 2026
10Elms LLP History No change 111,271 3,432 1.45% 1.45% 93 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 110,357 3,404 2.35% 2.35% 94 0 0.0% Q2 2026 Jul 24, 2026
Tandem Investment Partners LLC History No change 110,235 3,400 2.62% 2.62% 95 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 107,564 3,318 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 107,453 3,314 0.04% 0.04% 97 0 0.0% Q2 2026 Jul 28, 2026
Gould Capital, LLC History No change 105,223 3,246 1.81% 1.81% 98 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 104,486 3,218 0.01% 0.01% 99 0 0.0% Q2 2026 Jul 15, 2026
GUGGENHEIM CAPITAL LLC History No change 96,515 2,977 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 96,325 2,971 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 14, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 95,067 2,932 0.75% 0.75% 102 0 0.0% Q2 2026 Jul 15, 2026
Sovran Advisors, LLC History No change 93,798 2,891 0.22% 0.22% 103 0 0.0% Q2 2026 Jul 29, 2026
United Community Bank History No change 90,310 2,786 0.86% 0.86% 104 0 0.0% Q2 2026 Aug 13, 2026
BCS Wealth Management History No change 89,419 2,758 0.5% 0.5% 105 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 89,259 2,753 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 88,828 2,740 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 88,222 2,721 0.14% 0.14% 108 0 0.0% Q2 2026 Jul 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 85,022 2,623 0.04% 0.04% 109 0 0.0% Q2 2026 Aug 10, 2026
Virtue Capital Management, LLC History No change 83,686 2,581 0.34% 0.34% 110 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 79,390 2,449 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 11, 2026
Global View Capital Management LLC History No change 79,031 2,438 0.5% 0.5% 112 0 0.0% Q2 2026 Jul 23, 2026
Aletheian Wealth Advisors LLC History No change 77,013 2,375 1.01% 1.01% 113 0 0.0% Q2 2026 Jul 08, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 74,184 2,288 1.26% 1.26% 114 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 69,892 2,156 0.02% 0.02% 115 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 68,461 2,112 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 67,520 2,082 0.04% 0.04% 117 0 0.0% Q2 2026 Jul 31, 2026
Western Wealth Management, LLC History No change 67,186 2,072 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 14, 2026
Warner Group LLC History No change 63,964 1,973 0.49% 0.49% 119 0 0.0% Q2 2026 Jul 27, 2026
Hilltop Holdings Inc. History No change 62,724 1,935 0.15% 0.15% 120 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 62,335 1,923 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 57,868 1,785 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 56,730 1,750 0.07% 0.07% 123 0 0.0% Q2 2026 Jul 22, 2026
United Advisor Group, LLC History No change 56,603 1,746 0.18% 0.18% 124 0 0.0% Q2 2026 Jul 29, 2026
Carr Financial Group Corp History No change 56,201 1,733 0.4% 0.4% 125 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 55,852 1,723 0.66% 0.66% 126 0 0.0% Q2 2026 Jul 20, 2026
BANK OF NOVA SCOTIA History No change 52,600 1,622 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 50,823 1,567 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 17, 2026
Ceeto Capital Group, LLC History No change 49,000 1,512 0.41% 0.41% 129 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 47,937 1,478 0.02% 0.02% 130 0 0.0% Q2 2026 Aug 06, 2026
HRT FINANCIAL LP History No change 47,263 1,458 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 45,741 1,411 0.05% 0.05% 132 0 0.0% Q2 2026 Jul 31, 2026
GOLDMAN SACHS GROUP INC History No change 44,754 1,380 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Hobart Private Capital, LLC History No change 44,702 1,379 0.24% 0.24% 134 0 0.0% Q2 2026 Jul 06, 2026
Crews Bank & Trust History No change 44,675 1,378 0.18% 0.18% 135 0 0.0% Q2 2026 Jul 16, 2026
Ethos Financial Group, LLC History No change 44,406 1,369 0.09% 0.09% 136 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History No change 44,184 1,363 0.22% 0.22% 137 0 0.0% Q2 2026 Jul 07, 2026
Tradewinds Capital Management, LLC History No change 43,968 1,356 0.24% 0.24% 138 0 0.0% Q2 2026 Jul 23, 2026
WJ Wealth Management, LLC History No change 43,809 1,351 0.53% 0.53% 139 0 0.0% Q2 2026 Aug 03, 2026
Hudson Portfolio Management LLC History No change 43,745 1,349 1.02% 1.02% 140 0 0.0% Q2 2026 Aug 12, 2026
Tranquilli Financial Advisor LLC History No change 43,454 1,340 0.72% 0.72% 141 0 0.0% Q2 2026 Aug 07, 2026
WORLD EQUITY GROUP, INC. History No change 43,232 1,333 0.3% 0.3% 142 0 0.0% Q2 2026 Jul 09, 2026
Portland Financial Advisors Inc History No change 43,084 1,329 2.42% 2.42% 143 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 42,292 1,304 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 06, 2026
Chesley Taft & Associates LLC History No change 41,500 1,280 0.05% 0.05% 145 0 0.0% Q2 2026 Jul 08, 2026
WCG Wealth Advisors LLC History No change 40,669 1,254 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 40,404 1,246 0.11% 0.11% 147 0 0.0% Q2 2026 Aug 07, 2026
McBroom & Associates, LLC History No change 39,593 1,221 0.61% 0.61% 148 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 38,983 1,202 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 11, 2026
SWMG, LLC History No change 38,853 1,196 0.28% 0.28% 150 0 0.0% Q2 2026 Jul 15, 2026
Legacy Capital Group California, Inc. History No change 38,449 1,186 0.36% 0.36% 151 0 0.0% Q2 2026 Jul 29, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 38,300 1,181 0.06% 0.06% 152 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 38,137 1,177 0.1% 0.1% 153 0 0.0% Q2 2026 Sep 25, 2026
PRINCIPAL SECURITIES, INC. History No change 38,026 1,173 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 04, 2026
Unify Financial Advisors History No change 37,646 1,161 1.07% 1.07% 155 0 0.0% Q2 2026 Jul 21, 2026
BANK OF MONTREAL /CAN/ History No change 37,562 1,158 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Fortune Financial Group, Inc. History No change 36,824 1,136 0.89% 0.89% 157 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 36,544 1,127 0.02% 0.02% 158 0 0.0% Q2 2026 Jul 20, 2026
Legacy Wealth Partners, LLC History No change 36,154 1,115 0.25% 0.25% 159 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 35,598 1,098 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 28, 2026
YHB Investment Advisors, Inc. History No change 34,552 1,065 0.07% 0.07% 161 0 0.0% Q2 2026 Jul 14, 2026
Glen Eagle Advisors, LLC History No change 34,407 1,061 0.13% 0.13% 162 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 34,270 1,057 0.03% 0.03% 163 0 0.0% Q2 2026 Jul 30, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 33,141 1,022 0.27% 0.27% 164 0 0.0% Q2 2026 Jul 09, 2026
Waverly Advisors, LLC History No change 32,379 998 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 31,355 967 0.01% 0.01% 166 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 31,100 959 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 12, 2026
Mount Lucas Management LP History No change 29,853 920 0.33% 0.33% 168 0 0.0% Q2 2026 Aug 10, 2026
Fulcrum Equity Management History No change 29,836 920 0.67% 0.67% 169 0 0.0% Q2 2026 Jul 09, 2026
&PARTNERS History No change 29,035 899 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 29,151 899 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 28,850 890 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 11, 2026
Old Port Advisors History No change 28,398 876 0.17% 0.17% 173 0 0.0% Q2 2026 Jul 21, 2026
Uncommon Cents Investing LLC History No change 28,193 869 0.19% 0.19% 174 0 0.0% Q2 2026 Jul 20, 2026
Brady Martz Wealth Solutions, LLC History No change 27,935 861 0.13% 0.13% 175 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 26,704 823 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 26,417 814 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 26,377 813 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 25,452 785 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 03, 2026
Sigma Planning Corp History No change 25,124 775 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 25,153 775 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 06, 2026
Eagle Capital Management, LLC History No change 24,278 749 0.26% 0.26% 182 0 0.0% Q2 2026 Jul 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 24,093 741 0.09% 0.09% 183 0 0.0% Q2 2026 Aug 05, 2026
Advisory Services Network, LLC History No change 22,909 706 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 12, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 22,810 703 0.48% 0.48% 185 0 0.0% Q2 2026 Jul 15, 2026
WBI INVESTMENTS, LLC History No change 22,700 700 0.17% 0.17% 186 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 20,700 638 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 20,674 637 0.01% 0.01% 188 0 0.0% Q2 2026 Jul 29, 2026
JANE STREET GROUP, LLC History No change 19,485 601 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 19,067 588 0.02% 0.02% 190 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 18,927 583 0.02% 0.02% 191 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 18,781 578 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 18,736 578 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 18,764 577 0.16% 0.16% 194 0 0.0% Q2 2026 Jul 28, 2026
Rock Point Advisors, LLC History No change 18,670 575 0.14% 0.14% 195 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 18,578 573 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History No change 18,154 560 0.12% 0.12% 197 0 0.0% Q2 2026 Aug 03, 2026
Modera Wealth Management, LLC History No change 17,608 543 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 03, 2026
GUIDANCE CAPITAL, INC History No change 17,383 535 0.11% 0.11% 199 0 0.0% Q2 2026 Jul 20, 2026
Cordgrass Capital Advisors, LLC History No change 16,462 507 0.19% 0.19% 200 0 0.0% Q2 2026 Aug 06, 2026
Crabel Capital Management, LLC History No change 16,430 506 0.37% 0.37% 201 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 16,430 505 0.03% 0.03% 202 0 0.0% Q2 2026 Jul 22, 2026
Simplicity Wealth,LLC History No change 16,323 503 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Money Management Services LLC History No change 15,780 486 0.31% 0.31% 204 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 15,697 484 0.1% 0.1% 205 0 0.0% Q2 2026 Aug 17, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 15,721 484 0.21% 0.21% 206 0 0.0% Q2 2026 Jul 28, 2026
Tactive Advisors, LLC History No change 15,567 480 0.12% 0.12% 207 0 0.0% Q2 2026 Jul 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 15,460 476 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 09, 2026
Wealthcare Advisory Partners LLC History No change 14,765 455 0.01% 0.01% 209 0 0.0% Q2 2026 Jul 09, 2026
Koshinski Asset Management, Inc. History No change 14,341 442 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 27, 2026
VISTA INVESTMENT MANAGEMENT History No change 14,131 435 0.13% 0.13% 211 0 0.0% Q2 2026 Aug 12, 2026
Samara Investment Management, LLC History No change 14,124 435 0.4% 0.4% 212 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History No change 14,102 434 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 08, 2026
Summit Place Financial Advisors, LLC History No change 14,020 432 0.19% 0.19% 214 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 13,853 427 0.12% 0.12% 215 0 0.0% Q2 2026 Aug 03, 2026
Vise Technologies, Inc. History No change 13,828 426 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 13,793 425 0.03% 0.03% 217 0 0.0% Q2 2026 Jul 21, 2026
Bleakley Financial Group, LLC History No change 13,785 425 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 05, 2026
Worth Asset Management, LLC History No change 13,766 424 0.14% 0.14% 219 0 0.0% Q2 2026 Jul 08, 2026
Avior Wealth Management, LLC History No change 13,606 419 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 07, 2026
Laraway Financial Advisors Inc History No change 13,610 419 0.25% 0.25% 221 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY TRUST CO History No change 12,992 400 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 12,958 399 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 12,820 395 0.03% 0.03% 224 0 0.0% Q2 2026 Jul 14, 2026
Kovack Advisors, Inc. History No change 12,803 394 0.02% 0.02% 225 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 12,606 388 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 07, 2026
Legacy Capital Wealth Partners, LLC History No change 12,455 384 0.07% 0.07% 227 0 0.0% Q2 2026 Aug 12, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 12,143 374 0.1% 0.1% 228 0 0.0% Q2 2026 Jul 23, 2026
Arkadios Wealth Advisors History No change 12,010 370 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 11,947 368 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 11,757 362 0.07% 0.07% 231 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 11,727 361 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 11,623 358 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 31, 2026
Rockefeller Capital Management L.P. History No change 11,605 358 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Valpey Financial Services, LLC History No change 11,628 358 0.21% 0.21% 235 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History No change 11,462 353 0.03% 0.03% 236 0 0.0% Q2 2026 Jul 16, 2026
NBT BANK, N.A. History No change 11,185 345 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 29, 2026
Composition Wealth, LLC History No change 11,132 343 0.0% 0.0% 238 0 0.0% Q2 2026 Jul 22, 2026
HighPoint Advisor Group LLC History No change 11,090 342 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 05, 2026
Octavia Wealth Advisors, LLC History No change 10,997 339 0.03% 0.03% 240 0 0.0% Q2 2026 Jul 14, 2026
Hershey Financial Advisers, LLC History No change 10,585 326 0.23% 0.23% 241 0 0.0% Q2 2026 Aug 11, 2026
Brand Asset Management Group, Inc. History No change 10,482 323 0.07% 0.07% 242 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 10,227 315 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 13, 2026
Synergy Asset Management, LLC History No change 10,000 308 0.03% 0.03% 244 0 0.0% Q2 2026 Jul 22, 2026
Encompass More Asset Management History No change 10,001 308 0.04% 0.04% 245 0 0.0% Q2 2026 Jul 14, 2026
Auour Investments LLC History No change 9,950 306 0.09% 0.09% 246 0 0.0% Q2 2026 Jul 21, 2026
Strategic Blueprint, LLC History No change 9,883 304 0.02% 0.02% 247 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth, LLC/TN History No change 9,828 302 0.15% 0.15% 248 0 0.0% Q2 2026 Jul 29, 2026
Avantax Planning Partners, Inc. History No change 9,646 297 0.01% 0.01% 249 0 0.0% Q2 2026 Jul 28, 2026
MCF Advisors LLC History No change 9,558 294 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,524 293 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 19, 2026
Root Financial Partners, LLC History No change 9,509 293 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 29, 2026
Opulen Financial Group LLC History No change 9,499 293 0.18% 0.18% 253 0 0.0% Q2 2026 Jul 27, 2026
CreativeOne Wealth, LLC History No change 9,448 291 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 13, 2026
Riverbend Wealth Management, LLC History No change 9,364 288 0.14% 0.14% 255 0 0.0% Q2 2026 Jul 22, 2026
Trilogy Capital Inc. History No change 9,297 286 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 02, 2026
ST GERMAIN D J CO INC History No change 9,191 283 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 9,202 283 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 03, 2026
Centennial Bank/AR/ History No change 8,865 273 0.09% 0.09% 259 0 0.0% Q2 2026 Aug 10, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 8,737 269 0.01% 0.01% 260 0 0.0% Q2 2026 Sep 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,205 253 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History No change 8,066 248 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 7,985 246 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 22, 2026
Vermillion Wealth Management, Inc. History No change 7,891 243 0.06% 0.06% 264 0 0.0% Q2 2026 Jul 15, 2026
Advisor OS, LLC History No change 7,902 243 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 05, 2026
LANE BROTHERS & CO INC History No change 7,802 240 0.16% 0.16% 266 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 7,747 239 0.01% 0.01% 267 0 0.0% Q2 2026 Jul 31, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 7,715 238 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 23, 2026
Rockingstone Advisors LLC History No change 7,550 232 0.09% 0.09% 269 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Family Advisors, LLC History No change 7,517 231 0.1% 0.1% 270 0 0.0% Q2 2026 Aug 14, 2026
CAP Partners, LLC History No change 7,498 231 0.11% 0.11% 271 0 0.0% Q2 2026 Jul 30, 2026
Tempus Wealth Planning, LLC History No change 7,422 228 0.04% 0.04% 272 0 0.0% Q2 2026 Jul 22, 2026
Traub Capital Management LLC History No change 7,404 228 0.2% 0.2% 273 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 7,214 222 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
Talisman Wealth Advisors LLC History No change 2,425 222 0.17% 0.17% 275 0 0.0% Q2 2026 Aug 14, 2026
Curtis Advisory Group, LLC History No change 7,110 219 0.04% 0.04% 276 0 0.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,086 218 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 07, 2026
My Personal CFO, LLC History No change 7,000 215 0.08% 0.08% 278 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 6,888 212 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 28, 2026
Bath Savings Trust Co History No change 6,807 209 0.02% 0.02% 280 0 0.0% Q2 2026 Jul 09, 2026
GENESIS PRIVATE WEALTH, LLC History No change 6,718 207 0.06% 0.06% 281 0 0.0% Q2 2026 Jul 13, 2026
Freedom Investment Management, Inc. History No change 6,662 205 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 10, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 2,229 204 0.25% 0.25% 283 0 0.0% Q2 2026 Jul 27, 2026
DAVENPORT & Co LLC History No change 6,608 203 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 13, 2026
Roger Wittlin Investment Advisory, LLC History No change 6,580 203 0.16% 0.16% 285 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,571 202 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 6,530 201 0.0% 0.0% 287 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 5,904 182 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 23, 2026
ASHTON THOMAS SECURITIES, LLC History No change 5,172 159 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 5,115 157 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 28, 2026
Hyposwiss Advisors SA History No change 4,630 142 0.13% 0.13% 291 0 0.0% Q2 2026 Jul 21, 2026
AlphaCentric Advisors LLC History No change 4,468 137 0.12% 0.12% 292 0 0.0% Q2 2026 Jul 24, 2026
JFS WEALTH ADVISORS, LLC History No change 4,004 123 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 10, 2026
Lloyd Advisory Services, LLC. History No change 3,598 111 0.04% 0.04% 294 0 0.0% Q2 2026 Aug 07, 2026
WEBSTER BANK, N. A. History No change 3,250 100 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 20, 2026
Caldwell Trust Co History No change 3,060 94 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 2,978 91 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 2,890 89 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 12, 2026
Raleigh Capital Management Inc. History No change 2,872 88 0.03% 0.03% 299 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 2,642 81 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 10, 2026