SPDR SERIES TRUST - KOMP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 28,216,004 | 2,017,444 | 3.58% | 3.51% | 1 | -1,378,301 | -4.66% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 1,500,675 | 107,298 | 0.18% | 0.16% | 2 | +14,856 | 1.0% | Q2 2026 | Aug 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 1,135,593 | 81,194 | 3.82% | 3.37% | 3 | +19,099 | 1.71% | Q2 2026 | Jul 24, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 458,174 | 35,329 | 9.43% | 2.96% | 4 | +292,349 | 176.3% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 255,165 | 18,244 | 0.0% | 0.0% | 5 | +7,697 | 3.11% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 230,181 | 16,457 | 0.02% | 0.02% | 6 | +2,101 | 0.92% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 149,679 | 10,702 | 0.01% | 0.01% | 7 | -2,554 | -1.68% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 143,100 | 10,232 | 0.0% | 0.0% | 8 | +602 | 0.42% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 123,309 | 8,816 | 0.0% | 0.0% | 9 | +24,291 | 24.53% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 107,235 | 7,338 | 0.01% | 0.01% | 10 | -10,163 | -8.66% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 99,132 | 7,087 | 0.0% | 0.0% | 11 | +6,257 | 6.74% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 98,434 | 7,038 | 0.05% | 0.05% | 12 | -2,032 | -2.02% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 98,434 | 7,038 | 2.63% | 2.36% | 13 | -2,032 | -2.02% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Reduced | 81,730 | 5,843 | 0.0% | 0.0% | 14 | -52,350 | -39.04% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 74,785 | 5,347 | 0.0% | 0.0% | 15 | +7,755 | 11.57% | Q2 2026 | Aug 14, 2026 |
| Private Advisory Group LLC | History | Added to | 71,597 | 5,119 | 0.28% | 0.22% | 16 | +14,927 | 26.34% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 70,233 | 5,021 | 0.08% | 0.08% | 17 | +6 | 0.01% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 62,280 | 4,453 | 0.01% | 0.01% | 18 | -1,746 | -2.73% | Q2 2026 | Jul 29, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 52,248 | 3,735 | 1.29% | 1.92% | 19 | -29,183 | -35.84% | Q2 2026 | Jul 09, 2026 |
| Financial Enhancement Group LLC | History | Added to | 51,671 | 3,694 | 0.44% | 0.4% | 20 | +2,144 | 4.33% | Q2 2026 | Jul 07, 2026 |
| CWM, LLC | History | No change | 62,534 | 3,656 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 46,566 | 3,329 | 0.06% | 0.05% | 22 | -921 | -1.94% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 46,412 | 3,318 | 0.0% | 0.0% | 23 | -3,108 | -6.28% | Q2 2026 | Sep 02, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 45,443 | 3,220 | 0.17% | 0.22% | 24 | -7,834 | -14.7% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 44,094 | 3,152 | 0.0% | 0.0% | 25 | +7,421 | 20.24% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 36,177 | 2,586 | 0.0% | 0.0% | 26 | -665 | -1.81% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,325 | 2,382 | 0.0% | 0.0% | 27 | +2,020 | 6.45% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 32,956 | 2,356 | 0.05% | 0.04% | 28 | +508 | 1.57% | Q2 2026 | Aug 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 31,861 | 2,278 | 0.61% | 0.54% | 29 | +613 | 1.96% | Q2 2026 | Jul 16, 2026 |
| Austin Wealth Management, LLC | History | Added to | 33,787 | 2,224 | 0.47% | 0.45% | 30 | +896 | 2.72% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | Added to | 29,794 | 2,130 | 0.0% | 0.0% | 31 | +2,708 | 10.0% | Q2 2026 | Aug 12, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 29,437 | 2,104 | 0.77% | 0.68% | 32 | -946 | -3.11% | Q2 2026 | Jul 30, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 26,168 | 1,870 | 0.45% | 0.42% | 33 | +1,260 | 5.06% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Reduced | 24,886 | 1,779 | 0.0% | 0.0% | 34 | -8,258 | -24.92% | Q2 2026 | Aug 13, 2026 |
| Advantage Trust Co | History | No change | 23,955 | 1,712 | 0.6% | 0.63% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,650 | 1,690 | 0.01% | 0.01% | 36 | -977 | -3.97% | Q2 2026 | Aug 14, 2026 |
| Strategic Advocates LLC | History | Reduced | 23,585 | 1,686 | 6.53% | 6.17% | 37 | -263 | -1.1% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,393 | 1,601 | 0.03% | 0.03% | 38 | +28 | 0.13% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 21,931 | 1,568 | 0.0% | 0.0% | 39 | +108 | 0.49% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 21,105 | 1,508 | 0.0% | 0.0% | 40 | +3,345 | 18.83% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 20,995 | 1,501 | 0.02% | — | 41 | +20,995 | New | Q2 2026 | Aug 10, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 20,049 | 1,433 | 0.9% | 0.79% | 42 | -551 | -2.67% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 19,923 | 1,424 | 0.02% | 0.02% | 43 | -2,024 | -9.22% | Q2 2026 | Jul 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 18,329 | 1,310 | 0.17% | 0.18% | 44 | -2,184 | -10.65% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,094 | 1,293 | 0.0% | 0.0% | 45 | +5,431 | 42.89% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,573 | 1,256 | 0.0% | 0.0% | 46 | -404 | -2.25% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,100 | 1,222 | 0.01% | 0.01% | 47 | +2,769 | 19.32% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 20,725 | 1,211 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,585 | 1,042 | 0.0% | 0.0% | 49 | +6,207 | 74.09% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,519 | 1,038 | 0.0% | 0.0% | 50 | +1,061 | 7.88% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 13,572 | 970 | 0.0% | 0.0% | 51 | +2,768 | 25.62% | Q2 2026 | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 13,557 | 969 | 0.07% | — | 52 | +13,557 | New | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 12,753 | 912 | 0.04% | 0.01% | 53 | +7,105 | 125.8% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,567 | 876 | 0.0% | 0.0% | 54 | +11,287 | 881.8% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | Added to | 11,159 | 797 | 0.02% | 0.03% | 55 | +4,894 | 78.12% | Q2 2026 | Aug 11, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 10,570 | 755 | 0.19% | 0.24% | 56 | -621 | -5.55% | Q2 2026 | Jul 24, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,325 | 738 | 0.0% | 0.0% | 57 | +3,655 | 54.8% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 10,278 | 734 | 0.01% | 0.01% | 58 | +26 | 0.25% | Q2 2026 | Aug 11, 2026 |
| Essex LLC | History | Reduced | 10,127 | 724 | 0.11% | 0.11% | 59 | -659 | -6.11% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | Added to | 10,089 | 721 | 0.01% | 0.01% | 60 | +744 | 7.96% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 9,760 | 697 | 0.0% | 0.0% | 61 | +77 | 0.8% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 9,602 | 686 | 0.02% | 0.02% | 62 | +14 | 0.15% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,529 | 609 | 0.01% | 0.0% | 63 | -1 | -0.01% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,407 | 601 | 0.01% | 0.01% | 64 | -350 | -4.0% | Q2 2026 | Aug 11, 2026 |
| Aries Wealth Management | History | Added to | 8,010 | 572 | 0.11% | 0.1% | 65 | +120 | 1.52% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,765 | 555 | 0.0% | 0.0% | 66 | +556 | 7.71% | Q2 2026 | Aug 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 7,773 | 537 | 0.2% | 0.19% | 67 | +643 | 9.02% | Q2 2026 | Aug 13, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 7,404 | 529 | 0.05% | 0.06% | 68 | -649 | -8.06% | Q2 2026 | Aug 04, 2026 |
| Talisman Wealth Advisors LLC | History | New | 5,686 | 499 | 0.37% | — | 69 | +5,686 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,944 | 496 | 0.0% | 0.0% | 70 | -3,435 | -33.1% | Q2 2026 | Aug 14, 2026 |
| Capital Planning Advisors, LLC | History | No change | 8,470 | 495 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 6,765 | 483 | 0.13% | 0.11% | 72 | +987 | 17.08% | Q2 2026 | Jul 20, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,718 | 408 | 0.26% | 0.25% | 74 | -298 | -4.95% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,713 | 408 | 0.0% | 0.0% | 73 | -18 | -0.31% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,572 | 398 | 0.0% | 0.0% | 75 | -1,605 | -22.36% | Q2 2026 | Aug 07, 2026 |
| Lynx Investment Advisory | History | Reduced | 5,476 | 391 | 0.13% | 0.15% | 76 | -74 | -1.33% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,449 | 389 | 0.0% | 0.0% | 77 | +115 | 2.16% | Q2 2026 | Aug 18, 2026 |
| StoneX Group Inc. | History | New | 5,118 | 365 | 0.01% | — | 78 | +5,118 | New | Q2 2026 | Aug 12, 2026 |
| Junk Investment Group, LLC | History | Reduced | 4,630 | 331 | 0.15% | 0.15% | 79 | -182 | -3.78% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,451 | 318 | 0.0% | 0.0% | 80 | +2 | 0.04% | Q2 2026 | Sep 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,087 | 292 | 0.01% | 0.01% | 81 | -56 | -1.35% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 3,894 | 278 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 3,776 | 269 | 0.05% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,336 | 238 | 0.0% | 0.0% | 84 | +50 | 1.52% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | New | 3,304 | 236 | 0.0% | — | 85 | +3,304 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 3,294 | 235 | 0.0% | 0.0% | 86 | +434 | 15.17% | Q2 2026 | Jul 20, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 3,179 | 227 | 0.1% | 0.1% | 87 | -374 | -10.53% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,152 | 209 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Decker Wealth Management LLC | History | New | 2,870 | 205 | 0.04% | — | 89 | +2,870 | New | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,866 | 204 | 0.0% | 0.0% | 90 | -717 | -20.01% | Q2 2026 | Aug 13, 2026 |
| Capital Advantage, Inc. | History | New | 2,848 | 203 | 0.02% | — | 92 | +2,848 | New | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,842 | 203 | 0.0% | 0.0% | 91 | +54 | 1.94% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 2,565 | 183 | 0.0% | 0.0% | 93 | +584 | 29.48% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,941 | 138 | 0.0% | 0.0% | 94 | +1,872 | 2713.04% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,839 | 131 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 1,669 | 119 | 0.0% | — | 96 | +1,669 | New | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,636 | 116 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,587 | 113 | 0.01% | 0.0% | 98 | +1,563 | 6512.5% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,463 | 105 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 1,408 | 100 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,360 | 97 | 0.0% | 0.0% | 101 | +5 | 0.37% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | New | 1,260 | 90 | 0.01% | — | 102 | +1,260 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,224 | 87 | 0.0% | 0.0% | 103 | -199 | -13.98% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,189 | 85 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 940 | 67 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 774 | 55 | 0.0% | 0.0% | 106 | -115 | -12.94% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 766 | 54 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 703 | 50 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 615 | 43 | 0.03% | 0.18% | 110 | -2,785 | -81.91% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 608 | 43 | 0.0% | 0.0% | 109 | -66 | -9.79% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 569 | 40 | 0.01% | 0.0% | 111 | +409 | 255.63% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 551 | 39 | 0.0% | 0.0% | 113 | +176 | 46.93% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 550 | 39 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 500 | 35 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 491 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crews Bank & Trust | History | No change | 500 | 35 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 459 | 32 | 0.0% | 0.0% | 117 | -100 | -17.89% | Q2 2026 | Jul 23, 2026 |
| Pacific Center for Financial Services | History | No change | 437 | 31 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 423 | 30 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ST GERMAIN D J CO INC | History | New | 396 | 28 | 0.0% | — | 122 | +396 | New | Q2 2026 | Jul 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 393 | 28 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 400 | 28 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 350 | 25 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 351 | 25 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Reduced | 323 | 23 | 0.0% | 0.0% | 125 | -6 | -1.82% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 271 | 19 | 0.0% | — | 128 | +271 | New | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 276 | 19 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 272 | 19 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 255 | 18 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | New | 237 | 16 | 0.0% | — | 130 | +237 | New | Q2 2026 | Jul 27, 2026 |
| Napier Financial, LLC | History | No change | 215 | 15 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CDKV HOLDINGS LLC | History | No change | 200 | 14 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 195 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Financial Planning Group LLC | History | No change | 195 | 13 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 180 | 12 | 0.0% | 0.0% | 135 | -70 | -28.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 156 | 11 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 150 | 10 | 0.0% | — | 138 | +150 | New | Q2 2026 | Aug 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 152 | 10 | 0.01% | 0.0% | 137 | +89 | 141.27% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 138 | 9 | 0.0% | 0.0% | 140 | +88 | 176.0% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 110 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | No change | 97 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 94 | 6 | 0.01% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| VANGUARD ADVISERS INC | History | New | 71 | 5 | 0.0% | — | 144 | +71 | New | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 69 | 4 | 0.0% | — | 146 | +69 | New | Q2 2026 | Jul 30, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 64 | 4 | 0.0% | — | 145 | +64 | New | Q2 2026 | Aug 03, 2026 |
| LifeSteps Financial, Inc. | History | New | 54 | 3 | 0.0% | — | 149 | +54 | New | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 47 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 45 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPL Wealth Management, LLC | History | New | 41 | 2 | 0.0% | — | 153 | +41 | New | Q2 2026 | Aug 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 35 | 2 | 0.0% | — | 151 | +35 | New | Q2 2026 | Sep 18, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 30 | 2 | 0.0% | — | 152 | +30 | New | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 150 | -16 | -32.65% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | New | 26 | 1 | 0.0% | — | 160 | +26 | New | Q2 2026 | Aug 13, 2026 |
| Cordant, Inc. | History | New | 25 | 1 | 0.0% | — | 161 | +25 | New | Q2 2026 | Jul 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 25 | 1 | 0.0% | — | 162 | +25 | New | Q2 2026 | Jul 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,462 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,176 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Jul 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Jul 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 10, 2026 |
| HORIZON BANCORP INC /IN/ | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 06, 2026 |
| Montgomery Financial Services LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 24, 2026 |