SPDR SERIES TRUST - HYMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,382,633 | 187,814 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 6,665,742 | 169,576 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,651,840 | 169,222 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,207,536 | 157,919 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,132,087 | 130,560 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,987,711 | 126,887 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,643,495 | 118,130 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,522,574 | 89,614 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 1,833,609 | 46,646 | 1.11% | 1.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 1,678,899 | 42,711 | 0.56% | 0.56% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,646,129 | 41,877 | 1.04% | 1.04% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,624,232 | 41,320 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,603,453 | 40,791 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,489,159 | 37,945 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,217,294 | 30,967 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,175,515 | 29,905 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,140,316 | 29,009 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 1,137,661 | 28,942 | 3.0% | 3.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 992,182 | 25,241 | 4.49% | 4.49% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 848,826 | 21,594 | 1.04% | 1.04% | 20 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 812,251 | 20,679 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 727,550 | 18,509 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 578,550 | 14,718 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 566,641 | 14,415 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jordan Park Group LLC | History | No change | 563,102 | 14,325 | 0.73% | 0.73% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 517,732 | 13,171 | 0.3% | 0.3% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 517,017 | 13,152 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 492,206 | 12,521 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 459,750 | 11,696 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Investments, LLC | History | No change | 456,225 | 11,606 | 1.29% | 1.29% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 446,136 | 11,349 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 400,105 | 10,178 | 1.54% | 1.54% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 374,419 | 9,525 | 0.74% | 0.74% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 370,616 | 9,428 | 0.34% | 0.34% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 354,391 | 9,015 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 338,318 | 8,606 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 337,256 | 8,579 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 360,314 | 8,456 | 0.67% | 0.71% | 38 | +2,831 | 0.79% | Q3 2026 | Oct 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 330,455 | 8,406 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | History | No change | 330,291 | 8,402 | 0.16% | 0.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 320,863 | 8,162 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 315,868 | 8,035 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 313,162 | 7,966 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 310,809 | 7,906 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 297,113 | 7,558 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 290,252 | 7,369 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 287,712 | 7,291 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 278,045 | 7,073 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 274,426 | 6,981 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 262,914 | 6,689 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 256,304 | 6,520 | 0.39% | 0.39% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 254,007 | 6,461 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 253,585 | 6,451 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 249,161 | 6,338 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Austin Wealth Management, LLC | History | No change | 247,742 | 6,235 | 1.32% | 1.32% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 243,026 | 6,182 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 236,639 | 6,020 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 231,178 | 5,881 | 0.16% | 0.16% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 210,755 | 5,361 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CGN Advisors LLC | History | No change | 209,254 | 5,323 | 0.39% | 0.39% | 60 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 197,537 | 5,025 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 194,548 | 4,949 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Chemistry Wealth Management LLC | History | No change | 192,201 | 4,889 | 0.78% | 0.78% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MY Wealth Management Inc. | History | No change | 188,531 | 4,796 | 3.38% | 3.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 184,350 | 4,689 | 1.0% | 1.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 180,093 | 4,581 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Erickson Financial Group, LLC | History | No change | 174,515 | 4,439 | 2.38% | 2.38% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 172,780 | 4,395 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 166,558 | 4,207 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 151,803 | 3,861 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 146,551 | 3,728 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 144,023 | 3,664 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 128,626 | 3,272 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 127,558 | 3,245 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 127,563 | 3,245 | 0.54% | 0.54% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 125,683 | 3,197 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 121,185 | 3,082 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Melone Private Wealth, LLC | History | No change | 120,582 | 3,067 | 1.17% | 1.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AJ Advisors, LLC | History | No change | 119,670 | 3,044 | 0.95% | 0.95% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harbor Group, Inc. | History | No change | 117,607 | 2,991 | 0.35% | 0.35% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 117,420 | 2,987 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | No change | 115,678 | 2,942 | 0.3% | 0.3% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversified Portfolios, Inc. | History | No change | 114,124 | 2,903 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Missouri Trust & Investment Co | History | No change | 114,330 | 2,845 | 0.77% | 0.77% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 110,611 | 2,813 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SigFig Wealth Management, LLC | History | No change | 109,265 | 2,781 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST INTERSTATE BANK | History | No change | 106,385 | 2,706 | 0.14% | 0.14% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prentice Wealth Management LLC | History | No change | 105,502 | 2,683 | 0.55% | 0.55% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 101,951 | 2,593 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 101,813 | 2,590 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 95,834 | 2,438 | 0.36% | 0.36% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 95,682 | 2,434 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 95,118 | 2,419 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 92,245 | 2,347 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aprio Wealth Management, LLC | History | No change | 92,269 | 2,347 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Friday Financial | History | No change | 92,427 | 2,335 | 0.63% | 0.63% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 91,245 | 2,321 | 0.28% | 0.28% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FourThought Financial Partners, LLC | History | No change | 88,576 | 2,253 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 88,058 | 2,240 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 84,780 | 2,141 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 83,262 | 2,118 | 0.89% | 0.89% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 83,045 | 2,112 | 0.65% | 0.65% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 81,774 | 2,080 | 0.79% | 0.79% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 80,513 | 2,048 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New Insight Wealth Advisors | History | No change | 80,474 | 2,047 | 0.6% | 0.6% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 79,136 | 2,013 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 78,983 | 2,009 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 77,551 | 1,972 | 0.22% | 0.22% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 77,040 | 1,960 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENTREWEALTH, LLC | History | No change | 78,530 | 1,953 | 0.72% | 0.72% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 76,456 | 1,945 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 76,422 | 1,944 | 0.77% | 0.77% | 112 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WASHINGTON TRUST BANK | History | No change | 75,472 | 1,920 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| APS Management Group, Inc. | History | No change | 72,483 | 1,843 | 1.42% | 1.42% | 114 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 71,486 | 1,818 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Wealth Management, LLC | History | No change | 71,160 | 1,810 | 0.23% | 0.23% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Traveka Wealth, LLC | History | No change | 68,076 | 1,731 | 0.58% | 0.58% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | No change | 66,625 | 1,694 | 2.42% | 2.42% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trust Point Inc. | History | No change | 65,995 | 1,678 | 0.14% | 0.14% | 119 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Manske Wealth Management | History | No change | 65,583 | 1,668 | 0.41% | 0.41% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Regal Investment Advisors LLC | History | No change | 65,510 | 1,666 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 64,728 | 1,646 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRAVO BAY LLC | History | No change | 64,618 | 1,643 | 0.57% | 0.57% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 63,610 | 1,618 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 61,729 | 1,570 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 60,748 | 1,545 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 59,607 | 1,516 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artesa Financial Group, LLC | History | No change | 58,750 | 1,494 | 1.28% | 1.28% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orcam Financial Group | History | No change | 58,684 | 1,492 | 0.73% | 0.73% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 57,464 | 1,461 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Breakwater Capital Group | History | No change | 57,037 | 1,451 | 0.17% | 0.17% | 131 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 56,835 | 1,445 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 56,782 | 1,444 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 56,770 | 1,444 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 54,284 | 1,380 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 52,520 | 1,336 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 52,011 | 1,323 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 51,975 | 1,322 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 51,700 | 1,315 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 50,299 | 1,279 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 49,672 | 1,263 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 49,303 | 1,254 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | No change | 48,726 | 1,239 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 48,536 | 1,234 | 0.58% | 0.58% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACT Advisors, LLC. | History | No change | 48,294 | 1,228 | 0.41% | 0.41% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GWN SECURITIES INC. | History | No change | 47,347 | 1,204 | 0.2% | 0.2% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | No change | 47,178 | 1,192 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KWMG, LLC | History | No change | 46,717 | 1,188 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 46,251 | 1,176 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 46,252 | 1,176 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 45,473 | 1,156 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Enterprises, LLC | History | No change | 44,836 | 1,140 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 44,210 | 1,124 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,557 | 1,082 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 42,425 | 1,059 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 42,425 | 1,059 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 41,565 | 1,057 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 39,987 | 1,017 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 39,706 | 1,010 | 0.23% | 0.23% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 37,388 | 951 | 0.54% | 0.54% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 36,530 | 909 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 35,679 | 907 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 35,609 | 905 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 35,548 | 904 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 35,344 | 899 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 35,136 | 893 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 34,838 | 886 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 34,775 | 884 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 34,287 | 872 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 34,083 | 867 | 0.6% | 0.6% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | No change | 33,962 | 864 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| K2 Financial Inc. | History | No change | 33,859 | 858 | 0.61% | 0.61% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Private Wealth Management LLC | History | No change | 33,611 | 855 | 0.75% | 0.75% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 33,415 | 850 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHARPEPOINT LLC | History | No change | 32,876 | 836 | 0.42% | 0.42% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 32,598 | 829 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rede Wealth, LLC | History | No change | 32,507 | 826 | 0.27% | 0.27% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 32,795 | 819 | 0.12% | 0.12% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 31,786 | 805 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 30,785 | 783 | 0.5% | 0.5% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 30,632 | 779 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 30,564 | 777 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SimpliFi, Inc. | History | No change | 30,468 | 775 | 0.31% | 0.31% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 29,856 | 759 | 0.34% | 0.34% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 29,854 | 759 | 0.17% | 0.17% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Howard Capital Management, LLC | History | No change | 28,918 | 735 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 28,978 | 733 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Evelyn Partners Group Ltd | History | No change | 17,319 | 730 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 28,448 | 723 | 0.4% | 0.4% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 28,170 | 716 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FC Advisory LLC | History | Reduced | 29,975 | 703 | 0.18% | 0.36% | 191 | -23,491 | -43.94% | Q3 2026 | Oct 05, 2026 |
| Bison Wealth, LLC | History | No change | 27,152 | 688 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 26,871 | 683 | 0.39% | 0.39% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clark Asset Management, LLC | History | No change | 26,599 | 676 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 26,529 | 674 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 26,493 | 674 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 26,478 | 673 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nuveen, LLC | History | No change | 26,438 | 672 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clifford Group, LLC | History | No change | 26,256 | 667 | 0.46% | 0.46% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 26,077 | 663 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 26,057 | 662 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Alpha Advisors, LLC | History | No change | 26,000 | 661 | 0.36% | 0.36% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 25,950 | 660 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | No change | 25,940 | 659 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Alpha, LLC | History | No change | 25,761 | 655 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Syverson Strege & Co | History | No change | 25,736 | 654 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tenzing Financial LLC | History | No change | 25,399 | 643 | 0.44% | 0.44% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 24,940 | 634 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 24,928 | 634 | 0.47% | 0.47% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,896 | 633 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 24,800 | 630 | 0.28% | 0.28% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 24,603 | 625 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quadrature Capital Ltd | History | No change | 24,267 | 617 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 23,964 | 609 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 23,886 | 607 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 23,789 | 605 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JHP Wealth Management, LLC | History | No change | 23,598 | 600 | 0.49% | 0.49% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,584 | 599 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 23,340 | 593 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAXON INTERESTS, INC. | History | No change | 23,305 | 592 | 0.16% | 0.16% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 23,042 | 586 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 22,346 | 568 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meridian Wealth Management, LLC | History | No change | 22,264 | 566 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 23,883 | 560 | 0.15% | 0.14% | 224 | +2,141 | 9.85% | Q3 2026 | Oct 02, 2026 |
| Able Wealth Management LLC | History | No change | 21,909 | 557 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 21,713 | 552 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MBL Wealth, LLC | History | No change | 21,710 | 552 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | No change | 21,667 | 551 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 21,622 | 550 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 20,806 | 529 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,827 | 529 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 20,646 | 525 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,600 | 524 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 20,504 | 521 | 0.13% | 0.13% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tortoise Investment Management, LLC | History | No change | 20,445 | 520 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 20,385 | 519 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carson Advisory Inc. | History | No change | 20,300 | 516 | 0.24% | 0.24% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WBH ADVISORY INC | History | No change | 20,176 | 513 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 19,828 | 504 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 21,363 | 501 | 0.01% | 0.0% | 240 | +9,049 | 73.49% | Q3 2026 | Oct 01, 2026 |
| Mattern Wealth Management LLC | History | No change | 19,537 | 497 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,498 | 496 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,175 | 488 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | No change | 19,195 | 488 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 18,693 | 475 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 18,700 | 475 | 0.23% | 0.23% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 18,682 | 475 | 0.35% | 0.35% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 18,287 | 465 | 0.18% | 0.18% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 18,660 | 462 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 18,152 | 461 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Xcel Wealth Management, LLC | History | No change | 18,000 | 457 | 0.11% | 0.11% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LexAurum Advisors, LLC | History | No change | 17,364 | 441 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stablepoint Partners, LLC | History | No change | 17,327 | 440 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 17,075 | 434 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 17,040 | 433 | 0.24% | 0.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | No change | 16,933 | 430 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 16,710 | 425 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,394 | 417 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | No change | 16,321 | 415 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 16,503 | 412 | 0.31% | 0.31% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 16,005 | 407 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 15,750 | 400 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 15,542 | 395 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symmetry Partners, LLC | History | No change | 15,465 | 393 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 15,461 | 389 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Platform Technology Partners | History | No change | 15,282 | 388 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 15,064 | 383 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 15,000 | 381 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Weaver Consulting Group | History | No change | 14,978 | 381 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 15,000 | 381 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 14,791 | 376 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCP Asset Management, LLC | History | No change | 14,705 | 374 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WPG Advisers, LLC | History | No change | 14,654 | 372 | 0.22% | 0.22% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Veery Capital, LLC | History | No change | 14,610 | 371 | 0.1% | 0.1% | 274 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 14,349 | 364 | 0.12% | 0.12% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 14,119 | 359 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HCR Wealth Advisors | History | No change | 14,050 | 357 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 14,051 | 357 | 0.11% | 0.11% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | No change | 13,713 | 348 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, LLC | History | No change | 13,608 | 346 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 13,475 | 342 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 13,445 | 342 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 13,411 | 341 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 13,256 | 337 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 13,067 | 332 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 12,943 | 329 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Wealth Management, LLC | History | No change | 12,894 | 328 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mason & Associates Inc | History | No change | 12,692 | 322 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lansing Street Advisors | History | No change | 12,539 | 318 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 12,320 | 313 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,222 | 310 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Invst, LLC | History | No change | 11,944 | 303 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latitude Advisors, LLC | History | No change | 11,852 | 301 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 11,850 | 301 | 0.26% | 0.26% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASPIRIANT, LLC | History | No change | 11,777 | 299 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 11,752 | 298 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 11,679 | 297 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CABANA LLC | History | No change | 11,668 | 296 | 2.23% | 2.23% | 298 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 11,656 | 296 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 11,196 | 284 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |