SPDR SERIES TRUST - JNK
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.
Showing first 300 of
560 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | No change | 13,671,856 | 1,317,556 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ASSETMARK, INC | History | No change | 6,237,851 | 601,141 | 1.03% | 1.03% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 5,892,599 | 567,869 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Family Investments, Inc. | History | No change | 5,682,623 | 547,634 | 9.88% | 9.88% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,697,516 | 356,329 | 1.94% | 1.94% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Japan Science & Technology Agency | History | No change | 2,900,000 | 279,473 | 5.29% | 5.29% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,246,389 | 216,484 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,085,074 | 200,938 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,760,824 | 169,690 | 8.17% | 8.17% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 1,638,298 | 157,882 | 3.42% | 3.42% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,552,184 | 149,307 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 1,471,100 | 141,769 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,471,434 | 141,615 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 1,248,169 | 120,286 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,155,226 | 110,730 | 0.19% | 0.19% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,082,845 | 104,353 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 904,163 | 87,134 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Counterpoint Mutual Funds LLC | History | No change | 875,415 | 84,363 | 8.34% | 8.34% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 819,437 | 78,969 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 796,681 | 76,776 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 715,074 | 68,911 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 646,020 | 62,256 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLB&B Advisors, LLC | History | No change | 639,284 | 61,607 | 2.25% | 2.25% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 593,914 | 57,235 | 0.27% | 0.27% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 520,000 | 50,112 | 0.59% | 0.59% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 512,966 | 49,434 | 2.53% | 2.53% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 505,738 | 48,738 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 486,469 | 46,881 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 420,461 | 40,519 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aristotle Pacific Capital, LLC | History | No change | 395,000 | 38,078 | 18.11% | 18.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 353,834 | 34,098 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOEWS CORP /ADV | History | No change | 330,000 | 31,802 | 4.64% | 4.64% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 319,246 | 30,765 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLSTATE CORP | History | No change | 316,000 | 30,452 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 304,019 | 29,298 | 1.32% | 1.32% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 277,601 | 26,752 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Howard Capital Management, LLC | History | No change | 269,034 | 25,926 | 0.31% | 0.31% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 260,785 | 25,131 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 260,490 | 25,103 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CNO Financial Group, Inc. | History | No change | 259,200 | 24,979 | 14.3% | 14.3% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 256,263 | 24,696 | 0.6% | 0.6% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 238,216 | 22,956 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 220,374 | 21,237 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 218,666 | 21,072 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 211,662 | 20,397 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 199,845 | 19,259 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 195,282 | 18,819 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 177,000 | 17,057 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Berkshire Money Management, Inc. | History | No change | 174,941 | 16,859 | 1.54% | 1.54% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 162,534 | 15,669 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 161,700 | 15,583 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 161,632 | 15,576 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 162,993 | 15,117 | 4.3% | 4.31% | 53 | -1,080 | -0.66% | Q3 2026 | Oct 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 143,897 | 13,867 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Idaho Trust Co | History | No change | 141,661 | 13,651 | 3.99% | 3.99% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Symmetry Partners, LLC | History | No change | 141,573 | 13,643 | 0.7% | 0.7% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 138,427 | 13,340 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 138,001 | 13,299 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jessup Wealth Management, Inc | History | No change | 137,830 | 13,282 | 3.96% | 3.96% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crabel Capital Management, LLC | History | No change | 133,948 | 12,908 | 9.43% | 9.43% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | No change | 132,363 | 12,755 | 0.94% | 0.94% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 129,523 | 12,482 | 0.15% | 0.15% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 125,635 | 12,107 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 125,451 | 12,089 | 4.08% | 4.08% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRUDENTIAL PLC | History | No change | 110,004 | 10,601 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Somnio Financial Group, LLC | History | No change | 107,198 | 10,330 | 6.12% | 6.12% | 66 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 93,515 | 9,012 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 89,300 | 8,605 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 88,483 | 8,527 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jefferies Financial Group Inc. | History | No change | 86,665 | 8,351 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 85,430 | 8,232 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HighTower Advisors, LLC | History | No change | 85,344 | 8,224 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 83,892 | 8,084 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspire Private Capital, LLC | History | No change | 83,655 | 8,061 | 1.67% | 1.67% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 81,433 | 7,847 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 80,643 | 7,771 | 0.47% | 0.47% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 79,820 | 7,692 | 2.65% | 2.65% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 75,471 | 7,273 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 75,138 | 7,236 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 72,824 | 7,018 | 3.8% | 3.8% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 72,623 | 6,998 | 3.5% | 3.5% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 70,056 | 6,746 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 68,841 | 6,634 | 0.23% | 0.23% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 68,824 | 6,632 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 68,702 | 6,620 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 68,497 | 6,603 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 67,721 | 6,528 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prudent Man Advisors, LLC | History | No change | 67,684 | 6,522 | 1.49% | 1.49% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 65,704 | 6,331 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 65,684 | 6,329 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apella Capital, LLC | History | No change | 64,333 | 6,179 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Summit Financial, LLC | History | No change | 63,858 | 6,153 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 62,534 | 6,026 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilltop Holdings Inc. | History | No change | 61,641 | 5,940 | 0.46% | 0.46% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 61,598 | 5,936 | 1.96% | 1.96% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Navigation Wealth Management, Inc. | History | No change | 60,130 | 5,794 | 7.98% | 7.98% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Up Capital Management, Inc. | History | No change | 59,358 | 5,720 | 4.43% | 4.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 58,039 | 5,593 | 0.25% | 0.25% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 56,197 | 5,415 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,606 | 5,358 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 54,636 | 5,265 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 53,800 | 5,184 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 52,833 | 5,074 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial & Tax Architects, LLC | History | No change | 52,290 | 5,039 | 1.06% | 1.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Raleigh Capital Management Inc. | History | No change | 52,261 | 5,036 | 1.61% | 1.61% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 51,278 | 4,941 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 51,208 | 4,934 | 0.25% | 0.25% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 50,759 | 4,891 | 0.24% | 0.24% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 50,383 | 4,855 | 0.91% | 0.91% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 50,132 | 4,831 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vontobel Holding Ltd. | History | No change | 48,849 | 4,707 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modera Wealth Management, LLC | History | No change | 48,499 | 4,673 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 47,198 | 4,548 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 46,575 | 4,488 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 45,822 | 4,415 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Windsor Capital Management, LLC | History | No change | 44,472 | 4,285 | 1.11% | 1.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 44,363 | 4,275 | 2.7% | 2.7% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 44,117 | 4,251 | 0.22% | 0.22% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Little Harbor Advisors, LLC | History | No change | 43,543 | 4,173 | 2.05% | 2.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 42,878 | 4,132 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Canal Capital Management, LLC | History | No change | 42,193 | 4,066 | 0.5% | 0.5% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graetz Wealth LLC | History | No change | 42,157 | 4,062 | 3.24% | 3.24% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 42,069 | 4,053 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 42,042 | 4,051 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Trust Wealth Management LLC | History | No change | 41,916 | 4,039 | 2.78% | 2.78% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Talon Private Wealth, LLC | History | No change | 41,170 | 3,967 | 0.46% | 0.46% | 126 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Global Endowment Management, LP | History | No change | 40,340 | 3,888 | 0.39% | 0.39% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 39,856 | 3,840 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 39,683 | 3,824 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 38,779 | 3,737 | 0.32% | 0.32% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 38,539 | 3,693 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | No change | 37,365 | 3,600 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthspire Advisors, LLC | History | No change | 36,384 | 3,506 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 35,396 | 3,411 | 0.14% | 0.14% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nilsine Partners, LLC | History | No change | 35,398 | 3,411 | 0.24% | 0.24% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | No change | 34,464 | 3,321 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beta Wealth Group, Inc. | History | No change | 33,958 | 3,272 | 1.23% | 1.23% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,782 | 3,159 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,693 | 3,150 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 32,494 | 3,131 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 32,417 | 3,124 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 31,859 | 3,070 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 31,322 | 3,019 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 31,134 | 3,000 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 30,900 | 2,977 | 0.9% | 0.9% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | No change | 30,817 | 2,969 | 0.48% | 0.48% | 146 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Garner Asset Management Corp | History | No change | 30,751 | 2,963 | 0.96% | 0.96% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 30,732 | 2,961 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 30,116 | 2,902 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rafferty Asset Management, LLC | History | No change | 30,040 | 2,894 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,930 | 2,884 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 29,285 | 2,822 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 29,204 | 2,814 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 28,904 | 2,785 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 27,625 | 2,662 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Fin Capital, Inc. | History | No change | 27,078 | 2,609 | 0.38% | 0.38% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Partners Group, Inc | History | No change | 27,036 | 2,605 | 0.26% | 0.26% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 27,001 | 2,602 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TI-TRUST, INC | History | No change | 26,995 | 2,601 | 1.4% | 1.4% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 26,791 | 2,581 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 25,747 | 2,481 | 0.45% | 0.45% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 25,808 | 2,468 | 0.85% | 0.85% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Thrive Capital Management, LLC | History | No change | 25,332 | 2,441 | 0.46% | 0.46% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 24,924 | 2,401 | 1.66% | 1.66% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,570 | 2,367 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,126 | 2,228 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mount Lucas Management LP | History | No change | 22,878 | 2,204 | 0.79% | 0.79% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 22,742 | 2,191 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,671 | 2,184 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stephenson & Company, Inc. | History | No change | 21,208 | 2,043 | 0.96% | 0.96% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Edgestream Partners, L.P. | History | No change | 20,837 | 2,008 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Red Wave Investments LLC | History | No change | 20,843 | 2,008 | 0.51% | 0.51% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 20,469 | 1,972 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFB Advisors LLC | History | No change | 20,294 | 1,955 | 0.86% | 0.86% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sincerus Advisory, LLC | History | No change | 19,978 | 1,925 | 1.31% | 1.31% | 175 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 19,885 | 1,907 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 19,510 | 1,880 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 19,517 | 1,880 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 19,240 | 1,854 | 0.66% | 0.66% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | No change | 18,980 | 1,829 | 0.15% | 0.15% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 18,757 | 1,807 | 0.18% | 0.18% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 18,703 | 1,802 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 18,691 | 1,801 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 18,581 | 1,790 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 18,307 | 1,764 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 17,969 | 1,721 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXS Investments LLC | History | No change | 17,810 | 1,716 | 0.49% | 0.49% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 17,608 | 1,696 | 0.38% | 0.38% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 17,421 | 1,678 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lynx Investment Advisory | History | No change | 17,359 | 1,672 | 0.55% | 0.55% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantum Portfolio Management LLC | History | No change | 16,883 | 1,627 | 0.58% | 0.58% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 16,838 | 1,622 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 16,675 | 1,606 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 16,531 | 1,593 | 0.23% | 0.23% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 16,322 | 1,572 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 16,319 | 1,572 | 3.28% | 3.28% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kelsey Financial, LLC | History | No change | 16,244 | 1,565 | 1.19% | 1.19% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Florin Court Capital LLP | History | No change | 16,100 | 1,551 | 2.53% | 2.53% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 16,602 | 1,539 | 0.41% | 0.41% | 199 | +453 | 2.81% | Q3 2026 | Oct 02, 2026 |
| Creative Planning | History | No change | 15,970 | 1,539 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 15,916 | 1,533 | 2.34% | 2.34% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 15,647 | 1,507 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | No change | 15,570 | 1,500 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 15,499 | 1,493 | 0.68% | 0.68% | 204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,264 | 1,471 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 15,256 | 1,470 | 0.17% | 0.17% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 7,859 | 1,466 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 15,214 | 1,466 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Investment Advisors / MI | History | No change | 14,934 | 1,439 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 14,783 | 1,424 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | No change | 14,761 | 1,422 | 0.19% | 0.19% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital CS Group, LLC | History | No change | 14,732 | 1,419 | 1.12% | 1.12% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 14,298 | 1,377 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 14,267 | 1,374 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 13,903 | 1,339 | 0.17% | 0.17% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 13,790 | 1,328 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 13,562 | 1,306 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 12,739 | 1,227 | 0.52% | 0.52% | 218 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 12,631 | 1,217 | 1.02% | 1.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1015 Capital Partners, LLC | History | No change | 12,605 | 1,214 | 1.02% | 1.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,550 | 1,209 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 12,546 | 1,209 | 0.69% | 0.69% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Western Trust Bank | History | No change | 12,419 | 1,196 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | No change | 12,373 | 1,189 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pure Financial Advisors, LLC | History | No change | 12,317 | 1,187 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 12,151 | 1,170 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| North Star Investment Management Corp. | History | No change | 12,056 | 1,161 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 11,939 | 1,150 | 0.18% | 0.18% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 11,883 | 1,145 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,518 | 1,109 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,379 | 1,096 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 11,326 | 1,091 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Money Management, LLC | History | No change | 11,000 | 1,060 | 0.15% | 0.15% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 10,787 | 1,039 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| International Private Wealth Advisors LLC | History | No change | 10,304 | 992 | 0.51% | 0.51% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ICON ADVISERS INC/CO | History | No change | 10,000 | 963 | 0.18% | 0.18% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,893 | 953 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 9,910 | 949 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 9,700 | 934 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | No change | 9,638 | 928 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freedom Financial Partners LLC | History | No change | 9,598 | 925 | 0.3% | 0.3% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,622 | 918 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,622 | 918 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 9,504 | 915 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,457 | 909 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 9,040 | 871 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 8,875 | 854 | 0.18% | 0.18% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GeoWealth Management, LLC | History | No change | 8,733 | 841 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,621 | 831 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global View Capital Management LLC | History | No change | 8,596 | 828 | 0.17% | 0.17% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,529 | 821 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 8,495 | 818 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,454 | 814 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 8,445 | 813 | 0.11% | 0.11% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 8,336 | 803 | 0.25% | 0.25% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 8,303 | 800 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Genesis Financial Group, LLC | History | No change | 8,265 | 796 | 0.52% | 0.52% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 8,197 | 789 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 8,118 | 782 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Visionary Wealth Advisors | History | No change | 8,039 | 774 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 8,004 | 771 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 7,859 | 757 | 0.18% | 0.18% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Uptown Financial Advisors LLC | History | No change | 7,823 | 753 | 0.5% | 0.5% | 263 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,812 | 752 | 0.55% | 0.55% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Financial Private Client, LLC | History | No change | 7,673 | 739 | 0.2% | 0.2% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 7,623 | 734 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 7,458 | 718 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 7,379 | 711 | 0.4% | 0.4% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 7,305 | 704 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 7,137 | 687 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DV Trading LLC | History | No change | 7,106 | 684 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Probity Advisors, Inc. | History | No change | 6,965 | 671 | 0.1% | 0.1% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 6,915 | 666 | 0.16% | 0.16% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 6,902 | 665 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | No change | 6,872 | 662 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 6,857 | 660 | 0.37% | 0.37% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 6,892 | 660 | 0.28% | 0.28% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | No change | 6,847 | 659 | 0.09% | 0.09% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Livet Wealth, LLC | History | No change | 6,835 | 658 | 0.38% | 0.38% | 279 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 6,788 | 654 | 0.71% | 0.71% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | No change | 6,714 | 647 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,704 | 646 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 6,700 | 645 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,511 | 627 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,500 | 626 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 6,502 | 626 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Advisor Group, LLC | History | No change | 6,274 | 604 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 6,218 | 599 | 0.28% | 0.28% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 6,060 | 584 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Inscription Capital, LLC | History | No change | 6,038 | 581 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 6,036 | 581 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,010 | 579 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,991 | 577 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,942 | 572 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,628 | 542 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 5,611 | 540 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Van Diest Capital, LLC | History | No change | 5,583 | 538 | 0.48% | 0.48% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,570 | 536 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlTi Global, Inc. | History | No change | 5,544 | 534 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 5,501 | 530 | 0.3% | 0.3% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |