SPDR SERIES TRUST - FLRN
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.
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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 |
| Farther Finance Advisors, LLC | History | Added to | 1,009,744 | 31,140 | 0.22% | 0.24% | 12 | +33,342 | 3.41% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 1,007,464 | 31,080 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 991,167 | 30,577 | 1.11% | 1.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 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 | Added to | 940,604 | 29,008 | 4.93% | 4.89% | 17 | +10,559 | 1.14% | Q3 2026 | Oct 07, 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 |
| Whitcomb & Hess, Inc. | History | Added to | 537,870 | 16,587 | 3.55% | 3.51% | 29 | +11,448 | 2.17% | Q3 2026 | Oct 07, 2026 |
| Providence First Trust Co | History | No change | 527,836 | 16,283 | 4.55% | 4.55% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 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 |
| CALTON & ASSOCIATES, INC. | History | No change | 280,541 | 8,654 | 1.27% | 1.27% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 254,331 | 7,846 | 0.72% | 0.72% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 247,920 | 7,648 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 240,255 | 7,411 | 1.28% | 1.28% | 54 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cannon Advisors, Inc. | History | No change | 234,795 | 7,229 | 4.4% | 4.4% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthCoast Asset Management LLC | History | No change | 229,595 | 7,083 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RiverGlades Family Offices LLC | History | No change | 226,620 | 6,991 | 3.21% | 3.21% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATAURO, LLC | History | No change | 222,022 | 6,849 | 0.91% | 0.91% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisors, LLC | History | No change | 215,995 | 6,663 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 213,029 | 6,572 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 208,925 | 6,445 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 208,428 | 6,430 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 202,638 | 6,249 | 0.39% | 0.38% | 63 | +11,600 | 6.07% | Q3 2026 | Oct 09, 2026 |
| Mosley Wealth Management | History | No change | 201,798 | 6,225 | 1.98% | 1.98% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 190,460 | 5,875 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 188,605 | 5,818 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 182,826 | 5,640 | 1.66% | 1.66% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 177,864 | 5,485 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 176,865 | 5,456 | 1.46% | 1.46% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 171,866 | 5,302 | 0.11% | 0.11% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 169,272 | 5,222 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 152,532 | 4,705 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ridgewood Investments LLC | History | Added to | 149,034 | 4,596 | 1.69% | 1.6% | 73 | +10,170 | 7.32% | Q3 2026 | Oct 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 148,498 | 4,581 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empowered Funds, LLC | History | No change | 144,892 | 4,454 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 143,009 | 4,401 | 0.18% | 0.18% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COURIER CAPITAL LLC | History | No change | 141,250 | 4,357 | 0.22% | 0.22% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 139,750 | 4,311 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 137,892 | 4,253 | 0.01% | 0.01% | 79 | 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% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 136,225 | 4,202 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Viaable, LLC | History | No change | 133,961 | 4,134 | 3.43% | 3.43% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generation Capital Management LLC | History | No change | 132,333 | 4,082 | 2.5% | 2.5% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 131,759 | 4,064 | 0.66% | 0.66% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sowell Financial Services LLC | History | No change | 127,974 | 3,947 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 124,835 | 3,851 | 0.99% | 0.99% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aries Wealth Management | History | No change | 123,585 | 3,812 | 0.75% | 0.75% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset One Wealth Management LLC | History | No change | 121,554 | 3,742 | 0.39% | 0.39% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 120,355 | 3,712 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYKON CAPITAL LLC | History | No change | 111,473 | 3,438 | 1.06% | 1.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 10Elms LLP | History | No change | 111,271 | 3,432 | 1.45% | 1.45% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 110,381 | 3,404 | 2.3% | 2.35% | 92 | +24 | 0.02% | Q3 2026 | Oct 09, 2026 |
| Tandem Investment Partners LLC | History | No change | 110,235 | 3,400 | 2.62% | 2.62% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 107,564 | 3,318 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 107,453 | 3,314 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 106,723 | 3,291 | 1.13% | 1.89% | 96 | -63,137 | -37.17% | Q3 2026 | Oct 07, 2026 |
| Gould Capital, LLC | History | No change | 105,223 | 3,246 | 1.81% | 1.81% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 104,486 | 3,218 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 96,515 | 2,977 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 96,325 | 2,971 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 95,067 | 2,932 | 0.75% | 0.75% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | No change | 93,798 | 2,891 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Community Bank | History | No change | 90,310 | 2,786 | 0.86% | 0.86% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | No change | 89,419 | 2,758 | 0.5% | 0.5% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 89,259 | 2,753 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 88,828 | 2,740 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 88,222 | 2,721 | 0.14% | 0.14% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 85,022 | 2,623 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 84,323 | 2,600 | 1.04% | 1.01% | 109 | +7,310 | 9.49% | Q3 2026 | Oct 08, 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 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 74,184 | 2,288 | 1.26% | 1.26% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 69,892 | 2,156 | 0.02% | 0.02% | 114 | 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% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 67,520 | 2,082 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | No change | 67,186 | 2,072 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warner Group LLC | History | No change | 63,964 | 1,973 | 0.49% | 0.49% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop Holdings Inc. | History | No change | 62,724 | 1,935 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 62,335 | 1,923 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 57,868 | 1,785 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 56,730 | 1,750 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| United Advisor Group, LLC | History | No change | 56,603 | 1,746 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carr Financial Group Corp | History | No change | 56,201 | 1,733 | 0.4% | 0.4% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 55,852 | 1,723 | 0.66% | 0.66% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 52,600 | 1,622 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,823 | 1,567 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ceeto Capital Group, LLC | History | No change | 49,000 | 1,512 | 0.41% | 0.41% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,937 | 1,478 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 47,263 | 1,458 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 45,741 | 1,411 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 44,754 | 1,380 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | No change | 44,702 | 1,379 | 0.24% | 0.24% | 133 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Crews Bank & Trust | History | No change | 44,675 | 1,378 | 0.18% | 0.18% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ethos Financial Group, LLC | History | No change | 44,406 | 1,369 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 43,968 | 1,356 | 0.24% | 0.24% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WJ Wealth Management, LLC | History | No change | 43,809 | 1,351 | 0.53% | 0.53% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hudson Portfolio Management LLC | History | No change | 43,745 | 1,349 | 1.02% | 1.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 43,454 | 1,340 | 0.72% | 0.72% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 43,232 | 1,333 | 0.3% | 0.3% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Portland Financial Advisors Inc | History | No change | 43,084 | 1,329 | 2.42% | 2.42% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 42,292 | 1,304 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chesley Taft & Associates LLC | History | No change | 41,500 | 1,280 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WCG Wealth Advisors LLC | History | No change | 40,669 | 1,254 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 40,404 | 1,246 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McBroom & Associates, LLC | History | No change | 39,593 | 1,221 | 0.61% | 0.61% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,983 | 1,202 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWMG, LLC | History | No change | 38,853 | 1,196 | 0.28% | 0.28% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 38,449 | 1,186 | 0.36% | 0.36% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 38,300 | 1,181 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 38,137 | 1,177 | 0.1% | 0.1% | 151 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 38,026 | 1,173 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Unify Financial Advisors | History | No change | 37,646 | 1,161 | 1.07% | 1.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 37,562 | 1,158 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortune Financial Group, Inc. | History | No change | 36,824 | 1,136 | 0.89% | 0.89% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 36,544 | 1,127 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 36,154 | 1,115 | 0.25% | 0.25% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 35,598 | 1,098 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 34,407 | 1,061 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 34,270 | 1,057 | 0.03% | 0.03% | 160 | 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% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | No change | 32,379 | 998 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,355 | 967 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 31,100 | 959 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mount Lucas Management LP | History | No change | 29,853 | 920 | 0.33% | 0.33% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Equity Management | History | No change | 29,836 | 920 | 0.67% | 0.67% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | No change | 29,035 | 899 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 29,151 | 899 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,850 | 890 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Old Port Advisors | History | No change | 28,398 | 876 | 0.17% | 0.17% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Uncommon Cents Investing LLC | History | No change | 28,193 | 869 | 0.19% | 0.19% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 27,935 | 861 | 0.13% | 0.13% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 26,704 | 823 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,417 | 814 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 26,377 | 813 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 25,452 | 785 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | No change | 25,124 | 775 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 25,153 | 775 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eagle Capital Management, LLC | History | No change | 24,278 | 749 | 0.26% | 0.26% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 24,093 | 741 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 22,909 | 706 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 22,810 | 703 | 0.48% | 0.48% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 22,700 | 700 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 20,700 | 638 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 20,674 | 637 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,485 | 601 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 19,067 | 588 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 18,927 | 583 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 18,781 | 578 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 18,736 | 578 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 18,764 | 577 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rock Point Advisors, LLC | History | No change | 18,670 | 575 | 0.14% | 0.14% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 18,578 | 573 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 18,154 | 560 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modera Wealth Management, LLC | History | No change | 17,608 | 543 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 17,383 | 535 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 16,462 | 507 | 0.19% | 0.19% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crabel Capital Management, LLC | History | No change | 16,430 | 506 | 0.37% | 0.37% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 16,430 | 505 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | No change | 16,323 | 503 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 15,780 | 486 | 0.31% | 0.31% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 15,697 | 484 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 15,721 | 484 | 0.21% | 0.21% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 15,460 | 476 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Worth Asset Management, LLC | History | Added to | 15,153 | 467 | 0.14% | 0.14% | 205 | +1,387 | 10.08% | Q3 2026 | Oct 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 14,765 | 455 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tactive Advisors, LLC | History | Reduced | 14,408 | 444 | 0.11% | 0.12% | 207 | -1,159 | -7.45% | Q3 2026 | Oct 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 14,341 | 442 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 14,131 | 435 | 0.13% | 0.13% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Samara Investment Management, LLC | History | No change | 14,124 | 435 | 0.4% | 0.4% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | No change | 14,102 | 433 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 14,020 | 432 | 0.19% | 0.19% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MTM Investment Management, LLC | History | No change | 13,853 | 427 | 0.12% | 0.12% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vise Technologies, Inc. | History | No change | 13,828 | 426 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 13,793 | 425 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bleakley Financial Group, LLC | History | No change | 13,785 | 425 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 13,606 | 419 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Laraway Financial Advisors Inc | History | No change | 13,610 | 419 | 0.25% | 0.25% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY TRUST CO | History | No change | 12,992 | 400 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,958 | 399 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 12,820 | 395 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,803 | 394 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,606 | 388 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 12,455 | 384 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 12,143 | 374 | 0.1% | 0.1% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,010 | 370 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 11,947 | 368 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 11,757 | 362 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,727 | 361 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,623 | 358 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,605 | 358 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valpey Financial Services, LLC | History | No change | 11,628 | 358 | 0.21% | 0.21% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 11,462 | 353 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NBT BANK, N.A. | History | No change | 11,185 | 345 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Composition Wealth, LLC | History | No change | 11,132 | 343 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 11,090 | 342 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 10,997 | 339 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 10,585 | 326 | 0.23% | 0.23% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 10,482 | 323 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 10,227 | 315 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Asset Management, LLC | History | No change | 10,000 | 308 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Encompass More Asset Management | History | No change | 10,001 | 308 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Auour Investments LLC | History | No change | 9,950 | 306 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,883 | 304 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 9,828 | 302 | 0.15% | 0.15% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 9,646 | 297 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 9,558 | 294 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,524 | 293 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Root Financial Partners, LLC | History | No change | 9,509 | 293 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opulen Financial Group LLC | History | No change | 9,499 | 293 | 0.18% | 0.18% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,448 | 291 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 9,364 | 288 | 0.14% | 0.14% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trilogy Capital Inc. | History | No change | 9,297 | 286 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 9,191 | 283 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,202 | 283 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centennial Bank/AR/ | History | No change | 8,865 | 273 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 8,737 | 269 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Bath Savings Trust Co | History | Added to | 8,457 | 260 | 0.03% | 0.02% | 258 | +1,650 | 24.24% | Q3 2026 | Oct 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,205 | 253 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 8,066 | 248 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7,985 | 246 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 7,891 | 243 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisor OS, LLC | History | No change | 7,902 | 243 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANE BROTHERS & CO INC | History | No change | 7,802 | 240 | 0.16% | 0.16% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 7,747 | 239 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,715 | 238 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockingstone Advisors LLC | History | No change | 7,550 | 232 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 7,517 | 231 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | No change | 7,498 | 231 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 7,422 | 228 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Traub Capital Management LLC | History | No change | 7,404 | 228 | 0.2% | 0.2% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 7,214 | 222 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 2,425 | 222 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curtis Advisory Group, LLC | History | No change | 7,110 | 219 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,086 | 218 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| My Personal CFO, LLC | History | No change | 7,000 | 215 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 6,888 | 212 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 6,718 | 207 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Freedom Investment Management, Inc. | History | No change | 6,662 | 205 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 2,229 | 204 | 0.25% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,608 | 203 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 6,580 | 203 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,571 | 202 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,530 | 201 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,904 | 182 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 5,172 | 159 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,115 | 157 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,630 | 142 | 0.13% | 0.13% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCentric Advisors LLC | History | No change | 4,468 | 137 | 0.12% | 0.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,004 | 123 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 3,598 | 111 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,378 | 104 | 0.0% | 0.26% | 292 | -280,627 | -98.81% | Q3 2026 | Oct 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,250 | 100 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caldwell Trust Co | History | No change | 3,060 | 94 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,978 | 91 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,890 | 89 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Raleigh Capital Management Inc. | History | No change | 2,872 | 88 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,642 | 81 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,611 | 80 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,189 | 67 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,034 | 62 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | No change | 1,990 | 61 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,623 | 50 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,600 | 49 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,500 | 46 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,450 | 44 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truvestments Capital LLC | History | No change | 1,352 | 41 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,344 | 41 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,300 | 40 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,302 | 40 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 1,309 | 40 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,298 | 40 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,277 | 39 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,289 | 39 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,139 | 35 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,083 | 33 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,010 | 31 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,000 | 30 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 854 | 26 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 839 | 25 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Trust, LLC | History | No change | 811 | 25 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 805 | 24 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 768 | 23 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 738 | 22 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 650 | 20 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 643 | 19 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 587 | 18 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 561 | 17 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 554 | 17 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 549 | 16 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD ADVISERS INC | History | No change | 489 | 15 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 508 | 15 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 463 | 14 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 371 | 11 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 378 | 11 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bank of New Hampshire | History | No change | 350 | 10 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Larson Financial Group LLC | History | No change | 305 | 9 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 320 | 9 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 292 | 9 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 311 | 9 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 275 | 8 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 234 | 7 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | No change | 228 | 7 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 244 | 7 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Decker Retirement Planning Inc. | History | No change | 208 | 6 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Westfuller Advisors, LLC | History | No change | 214 | 6 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 150 | 4 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 133 | 4 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 134 | 4 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 134 | 4 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hickory Point Bank & Trust | History | No change | 80 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -44,184 | -100.0% | Q3 2026 | Oct 09, 2026 |
| YHB Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -34,552 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| High Note Wealth, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Values First Advisors, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Networth Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |