SPDR SERIES TRUST - IBND
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | History | Added to | 2,051,921 | 63,981 | 0.5% | 0.51% | 1 | +324,286 | 18.77% | Q2 2026 | Jul 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 709,863 | 22,133 | 1.0% | 1.11% | 2 | +715 | 0.1% | Q2 2026 | Aug 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 671,979 | 20,952 | 1.81% | 1.91% | 3 | +49,812 | 8.01% | Q2 2026 | Jul 27, 2026 |
| Leo Wealth, LLC | History | No change | 462,961 | 14,388 | 1.04% | 1.04% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 351,948 | 10,973 | 0.0% | 0.0% | 5 | -2,305 | -0.65% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 305,103 | 9,513 | 0.0% | 0.0% | 6 | -56,518 | -15.63% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 282,960 | 8,822 | 0.23% | 0.25% | 7 | +16,947 | 6.37% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 274,148 | 8,547 | 0.0% | 0.0% | 8 | -93,583 | -25.45% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 238,685 | 7,442 | 0.0% | 0.0% | 9 | +23,489 | 10.92% | Q2 2026 | Sep 22, 2026 |
| LAM GROUP, INC. | History | Reduced | 213,150 | 6,646 | 3.3% | 3.69% | 10 | -2,750 | -1.27% | Q2 2026 | Jul 10, 2026 |
| Israel Discount Bank of New York | History | Added to | 205,477 | 6,406 | 11.86% | 12.47% | 11 | +22,534 | 12.32% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 173,116 | 5,397 | 0.0% | 0.0% | 12 | +20,145 | 13.17% | Q2 2026 | Aug 14, 2026 |
| Obsido Oy | History | Added to | 172,843 | 5,389 | 2.88% | 3.0% | 13 | +13,171 | 8.25% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 164,173 | 5,118 | 0.0% | 0.0% | 14 | +100,590 | 158.2% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 143,210 | 4,465 | 0.3% | 0.32% | 15 | +6,309 | 4.61% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 137,734 | 4,294 | 0.0% | 0.0% | 16 | -43,809 | -24.13% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 125,939 | 3,926 | 0.98% | 1.52% | 17 | +22,748 | 22.04% | Q2 2026 | Aug 03, 2026 |
| Rathbones Group PLC | History | Reduced | 121,662 | 3,793 | 0.01% | 0.02% | 18 | -480 | -0.39% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Reduced | 120,049 | 3,743 | 0.0% | 0.0% | 19 | -1,225 | -1.01% | Q2 2026 | Aug 13, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 116,282 | 3,586 | 3.37% | 3.25% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Added to | 100,772 | 3,142 | 0.01% | 0.01% | 21 | +21,318 | 26.83% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 92,579 | 2,881 | 0.0% | 0.0% | 22 | +35,139 | 61.18% | Q2 2026 | Aug 14, 2026 |
| Idaho Trust Co | History | Added to | 90,052 | 2,807 | 0.82% | 0.85% | 23 | +6,111 | 7.28% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 84,213 | 2,625 | 0.0% | 0.0% | 24 | -59,476 | -41.39% | Q2 2026 | Sep 23, 2026 |
| Aspect Partners, LLC | History | Added to | 81,769 | 2,549 | 0.95% | 0.84% | 25 | +15,535 | 23.45% | Q2 2026 | Jul 16, 2026 |
| Summit Global Investments | History | Added to | 80,831 | 2,520 | 0.14% | 0.13% | 26 | +8,160 | 11.23% | Q2 2026 | Aug 03, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 73,330 | 2,286 | 0.06% | 0.07% | 27 | +7,218 | 10.92% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 61,578 | 1,920 | 0.01% | 0.01% | 28 | -135 | -0.22% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 51,839 | 1,616 | 0.08% | 0.12% | 29 | -10,736 | -17.16% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 44,882 | 1,399 | 0.04% | — | 30 | +44,882 | New | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 43,076 | 1,343 | 0.0% | 0.0% | 31 | +23,551 | 120.62% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 41,724 | 1,300 | 0.07% | 0.06% | 32 | +8,784 | 26.67% | Q2 2026 | Jul 28, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 40,366 | 1,258 | 0.08% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 39,838 | 1,242 | 0.22% | 0.23% | 34 | +1,628 | 4.26% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 39,237 | 1,223 | 0.0% | 0.0% | 35 | +14,195 | 56.68% | Q2 2026 | Aug 14, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 36,447 | 1,136 | 0.45% | 0.67% | 36 | -9,888 | -21.34% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,389 | 1,103 | 0.0% | 0.0% | 37 | -280,465 | -88.8% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 35,340 | 1,101 | 0.22% | 0.24% | 38 | +1,100 | 3.21% | Q2 2026 | Jul 22, 2026 |
| Haven Private, LLC | History | Reduced | 35,087 | 1,094 | 0.42% | 0.5% | 39 | -2,020 | -5.44% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,919 | 1,088 | 0.0% | 0.0% | 40 | -11,267 | -24.39% | Q2 2026 | Aug 14, 2026 |
| HEADINVEST, LLC | History | Added to | 33,425 | 1,042 | 0.19% | 0.12% | 41 | +14,780 | 79.27% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 32,221 | 1,004 | 0.0% | 0.01% | 42 | -81,642 | -71.7% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | Reduced | 27,966 | 871 | 0.02% | 0.04% | 43 | -50,812 | -64.5% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,017 | 842 | 0.0% | 0.01% | 44 | -89,301 | -76.77% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,590 | 829 | 0.0% | 0.0% | 45 | +12,765 | 92.33% | Q2 2026 | Aug 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 26,131 | 815 | 0.0% | 0.0% | 46 | +3,725 | 16.63% | Q2 2026 | Aug 10, 2026 |
| Family CFO Inc | History | Reduced | 24,982 | 778 | 0.3% | 0.35% | 47 | -415 | -1.63% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,834 | 743 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,303 | 695 | 0.0% | 0.0% | 49 | +1,566 | 7.55% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,134 | 691 | 0.0% | 0.0% | 50 | +2,247 | 11.3% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,072 | 657 | 0.0% | 0.0% | 51 | -7,814 | -27.05% | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 20,684 | 645 | 0.7% | 0.65% | 52 | +1,948 | 10.4% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | Added to | 19,670 | 613 | 0.01% | 0.01% | 53 | +9,751 | 98.31% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 19,000 | 592 | 0.0% | 0.0% | 54 | -1,692 | -8.18% | Q2 2026 | Aug 18, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 18,413 | 574 | 0.06% | 0.84% | 55 | -235,652 | -92.75% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,843 | 556 | 0.0% | 0.01% | 56 | -14,132 | -44.2% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 17,491 | 545 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 17,033 | 531 | 0.12% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Omega Financial Group, LLC | History | Reduced | 15,605 | 486 | 0.15% | 0.16% | 59 | -342 | -2.14% | Q2 2026 | Jul 21, 2026 |
| AMG National Trust Bank | History | Added to | 14,356 | 447 | 0.01% | 0.01% | 60 | +56 | 0.39% | Q2 2026 | Aug 06, 2026 |
| Patten Group, Inc. | History | Reduced | 13,941 | 434 | 0.07% | 0.08% | 61 | -319 | -2.24% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,563 | 422 | 0.0% | 0.02% | 62 | -80,273 | -85.55% | Q2 2026 | Sep 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,822 | 399 | 0.0% | 0.0% | 63 | -21,885 | -63.06% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,404 | 386 | 0.0% | 0.0% | 64 | -3,276 | -20.89% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Added to | 12,360 | 385 | 0.0% | 0.0% | 65 | +1,134 | 10.1% | Q2 2026 | Jul 22, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 11,334 | 353 | 0.25% | 0.27% | 66 | +1,765 | 18.44% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,010 | 343 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 10,998 | 342 | 0.01% | 0.01% | 68 | -6,155 | -35.88% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | New | 10,525 | 328 | 0.01% | — | 69 | +10,525 | New | Q2 2026 | Aug 03, 2026 |
| Cambridge Advisors Inc. | History | No change | 10,400 | 324 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 10,208 | 318 | 0.26% | 0.23% | 71 | +1,853 | 22.18% | Q2 2026 | Aug 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 9,780 | 304 | 0.09% | 0.09% | 72 | +869 | 9.75% | Q2 2026 | Aug 04, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | New | 8,967 | 279 | 0.15% | — | 74 | +8,967 | New | Q2 2026 | Aug 11, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 8,953 | 279 | 0.06% | 0.06% | 73 | -109 | -1.2% | Q2 2026 | Aug 04, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 8,549 | 266 | 0.21% | 0.23% | 75 | -109 | -1.26% | Q2 2026 | Aug 05, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 8,064 | 251 | 0.03% | 0.03% | 76 | +204 | 2.6% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 7,830 | 244 | 0.0% | 0.01% | 77 | -2,899 | -27.02% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 7,709 | 240 | 0.0% | 0.0% | 78 | -770 | -9.08% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 7,518 | 234 | 0.03% | — | 79 | +7,518 | New | Q2 2026 | Jul 10, 2026 |
| Dunhill Financial, LLC | History | No change | 7,179 | 223 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,831 | 212 | 0.01% | — | 81 | +6,831 | New | Q2 2026 | Jul 07, 2026 |
| SCOTIA CAPITAL INC. | History | New | 6,792 | 211 | 0.0% | — | 82 | +6,792 | New | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | New | 6,535 | 203 | 0.02% | — | 83 | +6,535 | New | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,575 | 142 | 0.01% | 0.01% | 84 | +861 | 23.18% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | New | 3,930 | 122 | 0.0% | — | 86 | +3,930 | New | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,920 | 122 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,944 | 91 | 0.01% | 0.03% | 87 | -2,930 | -49.88% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,497 | 77 | 0.0% | 0.0% | 88 | -105 | -4.04% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 2,247 | 70 | 0.0% | 0.0% | 89 | +1,006 | 81.06% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,700 | 53 | 0.0% | 0.0% | 90 | -964 | -36.19% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,648 | 51 | 0.01% | — | 91 | +1,648 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 46 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,465 | 45 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,332 | 41 | 0.0% | — | 94 | +1,332 | New | Q2 2026 | Aug 10, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 1,274 | 39 | 0.02% | 1.98% | 95 | -124,430 | -98.99% | Q2 2026 | Jul 28, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 1,120 | 34 | 0.02% | 0.01% | 96 | +520 | 86.67% | Q2 2026 | Aug 13, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 874 | 27 | 0.01% | 0.01% | 97 | -35 | -3.85% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 850 | 26 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | Added to | 694 | 22 | 0.0% | 0.0% | 99 | +63 | 9.98% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 597 | 18 | 0.0% | 0.0% | 100 | -96 | -13.85% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 550 | 17 | 0.0% | 0.0% | 101 | +331 | 151.14% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 494 | 15 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 471 | 14 | 0.0% | 0.01% | 104 | -1,325 | -73.78% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 458 | 14 | 0.0% | 0.0% | 103 | -2 | -0.43% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 455 | 14 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 356 | 11 | 0.0% | 0.22% | 107 | -23,550 | -98.51% | Q2 2026 | Aug 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 288 | 9 | 0.0% | 0.0% | 108 | -81 | -21.95% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 248 | 7 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 220 | 6 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pflug Koory, LLC | History | No change | 163 | 5 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 105 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 79 | 2 | 0.0% | — | 113 | +79 | New | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 50 | 1 | 0.0% | — | 115 | +50 | New | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | No change | 62 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -139,337 | -100.0% | Q2 2026 | Jul 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -101,134 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -35,377 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -32,357 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,723 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -22,351 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,716 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,740 | -100.0% | Q2 2026 | Aug 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -15,356 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,558 | -100.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,881 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -10,572 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.08% | — | -9,721 | -100.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,524 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,024 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -504 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Advocates LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |