SPDR SERIES TRUST - KBE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | No change | 7,004,237 | 477,829 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,846,216 | 467,049 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,663,460 | 249,921 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,547,471 | 242,008 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 2,647,931 | 180,641 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,470,385 | 168,529 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 2,006,963 | 136,915 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | No change | 1,565,518 | 106,799 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,294,676 | 88,322 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 829,925 | 56,609 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 759,033 | 51,781 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 688,145 | 46,945 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 664,895 | 45,359 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 537,221 | 36,649 | 1.23% | 1.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 480,940 | 32,809 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 439,000 | 29,948 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 355,424 | 24,246 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 324,198 | 22,117 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 304,248 | 20,755 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL PLC | History | No change | 261,100 | 17,812 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 246,764 | 16,834 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ProVise Management Group, LLC | History | No change | 233,055 | 15,899 | 1.07% | 1.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 211,894 | 14,455 | 7.24% | 7.24% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 195,456 | 13,334 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 190,106 | 12,969 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 171,831 | 11,722 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madison Asset Management, LLC | History | No change | 157,868 | 10,769 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 147,211 | 10,042 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 132,748 | 9,056 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 105,703 | 7,211 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 104,704 | 7,142 | 1.73% | 1.73% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MRA Advisory Group | History | Reduced | 112,569 | 7,116 | 2.66% | 2.79% | 32 | -65 | -0.06% | Q3 2026 | Oct 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 100,000 | 6,822 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 97,279 | 6,636 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 93,708 | 6,392 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 88,460 | 6,034 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 85,854 | 5,856 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 78,821 | 5,377 | 2.65% | 2.65% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | No change | 78,015 | 5,322 | 0.58% | 0.58% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 76,490 | 5,218 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 73,743 | 5,030 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantitative Investment Management, LLC | History | No change | 70,229 | 4,791 | 0.52% | 0.52% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trans-Canada Capital Inc. | History | No change | 70,000 | 4,775 | 0.26% | 0.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 69,573 | 4,746 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 53,022 | 3,617 | 0.42% | 0.42% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 45,846 | 3,127 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 45,291 | 3,089 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 38,024 | 2,594 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 35,400 | 2,415 | 0.73% | 0.73% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LOM Asset Management Ltd | History | No change | 33,175 | 2,263 | 0.58% | 0.58% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 32,497 | 2,216 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 29,361 | 2,003 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 27,250 | 1,858 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,775 | 1,826 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,106 | 1,780 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Advisory Services Network, LLC | History | No change | 25,695 | 1,752 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | No change | 23,262 | 1,586 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,535 | 1,469 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 21,525 | 1,468 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 21,237 | 1,448 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 20,472 | 1,396 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 19,754 | 1,347 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 19,565 | 1,334 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 18,874 | 1,287 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 18,839 | 1,285 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 18,786 | 1,281 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 18,591 | 1,268 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 18,552 | 1,265 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vectors Research Management, LLC | History | No change | 18,332 | 1,250 | 0.33% | 0.33% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 17,783 | 1,213 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 17,579 | 1,199 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Segment Wealth Management, LLC | History | No change | 17,500 | 1,193 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DRW Securities, LLC | History | No change | 17,460 | 1,191 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 17,056 | 1,163 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curi Capital, LLC | History | No change | 14,587 | 995 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTFEST L J & CO INC | History | No change | 14,232 | 970 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Verition Fund Management LLC | History | No change | 14,200 | 968 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 13,962 | 952 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,797 | 941 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 13,790 | 940 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 13,710 | 935 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 13,003 | 887 | 0.66% | 0.66% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 11,971 | 816 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 11,816 | 806 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 11,756 | 801 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 11,601 | 791 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 12,024 | 777 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 11,187 | 763 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 10,885 | 742 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 10,746 | 733 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,465 | 713 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,451 | 712 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 10,425 | 711 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,860 | 672 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,668 | 660 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 9,479 | 646 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,438 | 643 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 9,452 | 643 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 9,367 | 639 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HANOVER ADVISORS INC | History | No change | 9,335 | 636 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 9,247 | 630 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 9,115 | 621 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,080 | 619 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Simmons Bank | History | No change | 8,987 | 613 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 8,799 | 600 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 8,501 | 579 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 8,429 | 575 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,380 | 571 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,939 | 543 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montecito Bank & Trust | History | No change | 8,490 | 536 | 0.08% | 0.09% | 110 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,791 | 535 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Magnus Financial Group LLC | History | No change | 7,689 | 524 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthfront Advisers LLC | History | No change | 7,651 | 521 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7,472 | 509 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 7,460 | 508 | 0.16% | 0.16% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RCW Management, LLC | History | No change | 7,429 | 506 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 7,285 | 496 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,209 | 491 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,142 | 490 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Objective Capital Management, LLC | History | No change | 7,104 | 484 | 0.43% | 0.43% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blue Water Asset Management | History | No change | 7,023 | 479 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 6,858 | 467 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,748 | 460 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,718 | 458 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 6,624 | 451 | 0.22% | 0.22% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | No change | 6,480 | 442 | 0.43% | 0.43% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 6,409 | 437 | 0.3% | 0.3% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 6,390 | 435 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Capital Management, LLC | History | No change | 6,321 | 431 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trexquant Investment LP | History | No change | 6,294 | 429 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,253 | 426 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 6,200 | 423 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,128 | 418 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,079 | 414 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 6,035 | 411 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 5,970 | 407 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,950 | 405 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Grove Capital, LLC | History | No change | 5,935 | 404 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,894 | 402 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PEAK6 LLC | History | No change | 5,580 | 380 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,462 | 372 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,385 | 367 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 5,281 | 360 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Symphony Financial Services, Inc. | History | No change | 5,290 | 360 | 0.16% | 0.16% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| South Shore Capital Advisors | History | No change | 5,174 | 352 | 0.24% | 0.24% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 5,163 | 352 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Edgestream Partners, L.P. | History | No change | 4,999 | 341 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,980 | 339 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MACQUARIE GROUP LTD | History | No change | 4,932 | 336 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,755 | 324 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 4,674 | 318 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,575 | 312 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 4,463 | 304 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset One Wealth Management LLC | History | No change | 4,323 | 300 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 4,391 | 299 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 5,000 | 297 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,358 | 297 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 4,324 | 294 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WP Advisors, LLC | History | No change | 4,292 | 292 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | No change | 4,212 | 287 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,191 | 285 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,146 | 282 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accel Wealth Management | History | No change | 4,126 | 281 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,095 | 279 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,086 | 278 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,089 | 278 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 4,011 | 273 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 4,000 | 272 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,000 | 272 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 4,000 | 272 | 0.16% | 0.16% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 3,986 | 271 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cedarwood Wealth LLC | History | No change | 3,924 | 267 | 0.2% | 0.2% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,773 | 257 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORDEN GROUP LLC | History | No change | 3,689 | 251 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 3,626 | 247 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 3,610 | 246 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 3,562 | 243 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 3,802 | 242 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,553 | 242 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 3,540 | 241 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,469 | 236 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 3,432 | 234 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,408 | 232 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAILARD, INC. | History | No change | 3,100 | 211 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tempo Wealth, LLC | History | No change | 3,094 | 211 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 3,072 | 209 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 3,041 | 207 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 3,000 | 204 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,990 | 203 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heritage Wealth Advisors | History | No change | 2,989 | 203 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 2,947 | 201 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,889 | 200 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,818 | 192 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,758 | 188 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,313 | 157 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | No change | 2,150 | 146 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 1,925 | 131 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Spire Wealth Management | History | No change | 1,930 | 131 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,920 | 130 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,680 | 114 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,650 | 112 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,547 | 105 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 1,425 | 97 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,380 | 94 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,381 | 94 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,359 | 94 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,365 | 93 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,250 | 85 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Napier Financial, LLC | History | No change | 1,252 | 85 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EFG International AG | History | No change | 1,260 | 85 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,241 | 84 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,155 | 78 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,100 | 75 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,061 | 72 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,000 | 68 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 938 | 63 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 850 | 57 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 644 | 43 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 600 | 40 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 528 | 36 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 515 | 35 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 34 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wagner Wealth Management, LLC | History | No change | 501 | 34 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Reduced | 442 | 28 | 0.0% | 0.02% | 224 | -8,736 | -95.18% | Q3 2026 | Oct 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 408 | 27 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trust Co | History | No change | 356 | 24 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 353 | 24 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SYM FINANCIAL Corp | History | No change | 350 | 23 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 343 | 23 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 333 | 21 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 294 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 303 | 20 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 250 | 17 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 224 | 15 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | No change | 209 | 14 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mascoma Wealth Management LLC | History | No change | 200 | 13 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 190 | 12 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 185 | 12 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EASTERN BANK | History | No change | 183 | 11 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 147 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 158 | 10 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 134 | 9 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifeSteps Financial, Inc. | History | No change | 120 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 108 | 7 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 92 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 95 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 101 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GW&K Investment Management, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 83 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 77 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 45 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advocate Investing Services LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |