SPDR SERIES TRUST - LGLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC | History | No change | 771,561 | 140,007 | 10.84% | 10.84% | 1 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 344,896 | 62,584 | 1.67% | 1.67% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 182,070 | 33,038 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 179,508 | 32,574 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 169,550 | 30,766 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DORVAL Corp | History | No change | 128,408 | 23,300 | 6.71% | 6.71% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 112,494 | 20,413 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 84,945 | 15,414 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 82,289 | 14,932 | 0.56% | 0.56% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 74,055 | 13,438 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 67,220 | 12,197 | 0.38% | 0.38% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ethos Financial Group, LLC | History | No change | 65,419 | 11,870 | 0.79% | 0.79% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 61,238 | 11,112 | 0.57% | 0.57% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 60,523 | 10,982 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 47,392 | 8,599 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Tempo Wealth, LLC | History | No change | 39,411 | 7,151 | 1.06% | 1.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HF Advisory Group, LLC | History | No change | 37,892 | 6,875 | 2.13% | 2.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,245 | 6,238 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,147 | 4,926 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,829 | 4,505 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 21,199 | 3,846 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 18,958 | 3,440 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Journey Advisory Group, LLC | History | No change | 18,503 | 3,357 | 0.26% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 16,895 | 3,065 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,407 | 2,977 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 16,205 | 2,940 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IEQ CAPITAL, LLC | History | No change | 15,210 | 2,760 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Advisory Services, LLC | History | No change | 15,055 | 2,731 | 1.92% | 1.92% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 14,808 | 2,687 | 0.36% | 0.36% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 12,934 | 2,378 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,828 | 2,327 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 12,605 | 2,287 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 12,500 | 2,268 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,150 | 2,204 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 12,107 | 2,196 | 0.78% | 0.78% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | No change | 11,682 | 2,119 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 10,741 | 1,949 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 9,994 | 1,813 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 9,004 | 1,633 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORDEN GROUP LLC | History | No change | 8,455 | 1,534 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 7,531 | 1,366 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 7,464 | 1,354 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JBR Co Financial Management Inc | History | No change | 7,434 | 1,348 | 0.49% | 0.49% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,995 | 1,270 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Insights, Inc. | History | No change | 6,905 | 1,252 | 0.33% | 0.33% | 45 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 6,898 | 1,251 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 6,834 | 1,240 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Milestone Investment Advisors LLC | History | No change | 6,701 | 1,215 | 0.26% | 0.26% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,594 | 1,197 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Wealth Network Inc. | History | No change | 6,362 | 1,154 | 0.29% | 0.29% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Flagship Private Wealth, LLC | History | No change | 6,173 | 1,120 | 0.4% | 0.4% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | No change | 5,875 | 1,066 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | No change | 5,826 | 1,057 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,760 | 1,045 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,583 | 1,013 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | No change | 5,515 | 1,000 | 1.82% | 1.82% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,367 | 979 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 5,306 | 962 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 5,277 | 957 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 5,226 | 948 | 0.23% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,223 | 947 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Capital Management, Inc. | History | No change | 5,182 | 940 | 0.36% | 0.36% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | No change | 4,942 | 896 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,844 | 879 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,531 | 822 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 4,299 | 780 | 0.31% | 0.31% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 4,274 | 775 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,158 | 754 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 4,001 | 726 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,000 | 725 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,855 | 699 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,806 | 690 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 3,749 | 680 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 3,746 | 679 | 0.31% | 0.31% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thrive Capital Management, LLC | History | No change | 3,720 | 675 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 3,708 | 672 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 3,458 | 627 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,444 | 624 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,361 | 610 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 3,348 | 607 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harvest Investment Services, LLC | History | No change | 3,333 | 604 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 3,289 | 596 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 3,208 | 582 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 3,056 | 554 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Capital LLC | History | No change | 2,981 | 541 | 0.34% | 0.34% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 2,984 | 541 | 0.4% | 0.4% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 2,971 | 539 | 0.14% | 0.14% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Inspire Advisors, LLC | History | No change | 2,959 | 537 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 2,899 | 525 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,746 | 498 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,666 | 483 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,637 | 478 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 2,621 | 475 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,612 | 473 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Trust | History | No change | 2,568 | 465 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 2,461 | 446 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 2,423 | 439 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 2,371 | 430 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,367 | 429 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,315 | 420 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,311 | 419 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SFG Wealth Management, LLC. | History | No change | 2,312 | 419 | 0.15% | 0.15% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 2,294 | 416 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 2,291 | 415 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,200 | 399 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Darwin Wealth Management, LLC | History | No change | 2,146 | 389 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,146 | 389 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,116 | 383 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retireful, LLC | History | No change | 1,975 | 369 | 0.34% | 0.34% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,974 | 358 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,873 | 339 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Second Line Capital, LLC | History | No change | 1,873 | 339 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,846 | 334 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 1,837 | 333 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 1,761 | 325 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,736 | 315 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 1,734 | 314 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,721 | 312 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 1,682 | 305 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherman Wealth Management LLC | History | No change | 1,683 | 305 | 0.23% | 0.23% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,678 | 304 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 1,644 | 298 | 0.17% | 0.17% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | No change | 1,637 | 297 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,605 | 291 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,594 | 289 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TSFG, LLC | History | No change | 1,572 | 285 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 1,546 | 280 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Berkeley, Inc | History | No change | 1,535 | 278 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millington Financial Advisors, LLC | History | No change | 1,490 | 276 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Asset Management, LLC | History | No change | 1,497 | 271 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,412 | 256 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 1,400 | 254 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balance Wealth Partners LLC | History | No change | 1,400 | 254 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,386 | 252 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,380 | 250 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ERn Financial, LLC | History | No change | 1,342 | 243 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | No change | 1,325 | 240 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,366 | 238 | 0.02% | 0.02% | 138 | +8 | 0.59% | Q3 2026 | Oct 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,296 | 235 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 1,300 | 235 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,285 | 233 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,212 | 219 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,208 | 219 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 1,176 | 213 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,155 | 209 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,148 | 208 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kirkwood Financial Services | History | No change | 1,144 | 207 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Arax Advisory Partners | History | No change | 1,082 | 196 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,054 | 191 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 920 | 166 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 851 | 154 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 685 | 124 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 637 | 115 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 626 | 113 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 417 | 75 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 408 | 74 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 378 | 68 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATUREFD, LLC | History | No change | 323 | 58 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 305 | 55 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NFSG Corp | History | No change | 306 | 55 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 294 | 53 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 258 | 46 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 257 | 46 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advantage Trust Co | History | No change | 219 | 39 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 212 | 38 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 196 | 35 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 160 | 29 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 161 | 29 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Olistico Wealth, LLC | History | Added to | 155 | 27 | 0.01% | 0.0% | 169 | +108 | 229.79% | Q3 2026 | Oct 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 111 | 20 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 110 | 19 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 108 | 19 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 18 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 60 | 11 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 64 | 11 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 66 | 11 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 50 | 9 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 41 | 7 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 41 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Tidemark, LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 20 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |