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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Reduced | 1,783,969 | 317,724 | 0.83% | 0.86% | 1 | -20,191 | -1.12% | Q1 2026 | May 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 639,008 | 113,807 | 10.81% | 10.37% | 2 | -4,347 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 309,038 | 55,090 | 1.75% | 1.93% | 3 | -6,590 | -2.09% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 302,891 | 53,944 | 2.33% | 2.16% | 4 | +7,466 | 2.53% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 186,337 | 33,186 | 0.01% | 0.01% | 5 | +2,376 | 1.29% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 186,269 | 33,175 | 0.05% | 0.05% | 6 | -6,453 | -3.35% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 169,497 | 30,187 | 0.0% | 0.0% | 7 | +2,539 | 1.52% | Q1 2026 | May 15, 2026 |
| DORVAL Corp | History | Added to | 126,008 | 22,442 | 6.96% | 6.93% | 8 | +2,398 | 1.94% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 121,394 | 21,620 | 0.24% | 0.18% | 9 | +41,822 | 52.56% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 114,690 | 20,426 | 0.0% | 0.0% | 10 | +111,046 | 3047.37% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 107,389 | 19,126 | 0.01% | 0.01% | 11 | +18,706 | 21.09% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 94,519 | 16,833 | 0.0% | 0.0% | 12 | +969 | 1.04% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 84,677 | 15,080 | 0.07% | 0.05% | 13 | -1,186 | -1.38% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 72,086 | 12,699 | 0.0% | 0.0% | 14 | +27,194 | 60.58% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 64,224 | 11,438 | 0.43% | 0.4% | 15 | +1,083 | 1.72% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 61,023 | 11,129 | 0.63% | 0.83% | 16 | -19,117 | -23.85% | Q1 2026 | Apr 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 60,029 | 10,575 | 0.77% | 0.71% | 17 | +5,443 | 9.97% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 52,272 | 9,309 | 0.11% | 0.07% | 18 | +19,714 | 60.55% | Q1 2026 | May 01, 2026 |
| STATE STREET CORP | History | Reduced | 51,697 | 9,207 | 0.0% | 0.0% | 19 | -2,163 | -4.02% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 44,887 | 7,994 | 0.01% | — | 20 | +44,887 | New | Q1 2026 | May 13, 2026 |
| Tempo Wealth, LLC | History | Added to | 39,823 | 7,092 | 1.24% | 1.25% | 21 | +5 | 0.01% | Q1 2026 | May 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 34,968 | 6,227 | 2.12% | 2.11% | 22 | +596 | 1.73% | Q1 2026 | Apr 21, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 25,141 | 4,477 | 0.0% | 0.0% | 23 | -1,452 | -5.46% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,048 | 4,282 | 0.0% | 0.0% | 24 | +12,103 | 101.32% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 18,958 | 3,376 | 0.24% | 0.18% | 25 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 18,854 | 3,357 | 0.29% | 0.32% | 26 | -2,803 | -12.94% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 18,167 | 3,235 | 0.0% | 0.0% | 27 | +1,546 | 9.3% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,887 | 3,007 | 0.0% | 0.0% | 28 | +925 | 5.8% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 15,600 | 2,778 | 0.0% | 0.0% | 29 | +2,900 | 22.83% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 14,871 | 2,648 | 0.18% | 0.19% | 30 | -1,121 | -7.01% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,305 | 2,547 | 0.0% | 0.0% | 31 | +1,777 | 14.18% | Q1 2026 | May 04, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 13,865 | 2,469 | 1.88% | 1.42% | 32 | +3,080 | 28.56% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,818 | 2,460 | 0.0% | 0.0% | 33 | -47,964 | -77.63% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 13,295 | 2,367 | 0.98% | 0.98% | 34 | -202 | -1.5% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,461 | 2,219 | 0.03% | 0.02% | 35 | +7,868 | 171.3% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,336 | 2,215 | 0.0% | 0.0% | 36 | -7,698 | -38.42% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | New | 12,062 | 2,148 | 0.0% | — | 37 | +12,062 | New | Q1 2026 | May 15, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 11,826 | 2,106 | 0.12% | 0.11% | 38 | +8 | 0.07% | Q1 2026 | Apr 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 11,800 | 2,101 | 0.01% | 0.0% | 39 | +3,070 | 35.17% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 11,641 | 2,073 | 0.31% | 0.26% | 40 | +1,789 | 18.16% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,351 | 2,021 | 0.0% | 0.0% | 41 | +8,716 | 330.78% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,312 | 2,014 | 0.08% | 0.11% | 42 | +5,707 | 101.82% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 10,480 | 1,866 | 0.07% | 0.07% | 43 | -1,572 | -13.04% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 10,325 | 1,838 | 0.0% | 0.0% | 44 | -1,071 | -9.4% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,042 | 1,610 | 0.0% | 0.0% | 45 | -1,012 | -10.07% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 9,004 | 1,603 | 0.1% | 0.1% | 46 | -218 | -2.36% | Q1 2026 | May 12, 2026 |
| NORDEN GROUP LLC | History | No change | 8,455 | 1,505 | 0.14% | 0.15% | 47 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 7,918 | 1,410 | 0.34% | 0.35% | 48 | -280 | -3.42% | Q1 2026 | May 05, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 7,483 | 1,332 | 0.57% | 0.75% | 49 | -2,919 | -28.06% | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,996 | 1,246 | 0.14% | 0.17% | 50 | -1,745 | -19.96% | Q1 2026 | Apr 23, 2026 |
| Financial Insights, Inc. | History | Reduced | 6,951 | 1,237 | 0.4% | 0.41% | 51 | -89 | -1.26% | Q1 2026 | May 18, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 6,807 | 1,236 | 0.2% | 0.21% | 52 | +91 | 1.35% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,726 | 1,198 | 0.0% | 0.01% | 53 | -4,147 | -38.14% | Q1 2026 | Apr 30, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,378 | 1,135 | 0.34% | 0.34% | 54 | -37 | -0.58% | Q1 2026 | Apr 20, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 6,150 | 1,095 | 0.44% | 0.42% | 55 | +73 | 1.2% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,771 | 1,027 | 0.03% | 0.08% | 56 | -5,251 | -47.64% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Reduced | 5,724 | 1,019 | 0.14% | 0.15% | 58 | -149 | -2.54% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,722 | 1,019 | 0.02% | 0.02% | 57 | -40 | -0.69% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,629 | 1,002 | 0.0% | 0.01% | 59 | -656 | -10.44% | Q1 2026 | Apr 24, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 5,551 | 988 | 0.2% | 0.2% | 60 | -40 | -0.72% | Q1 2026 | May 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 5,538 | 986 | 0.27% | 0.14% | 61 | +2,673 | 93.3% | Q1 2026 | May 05, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 5,515 | 982 | 2.04% | 2.26% | 62 | -547 | -9.02% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,525 | 969 | 0.0% | 0.0% | 63 | +2,696 | 95.3% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Reduced | 5,276 | 939 | 0.42% | 0.47% | 64 | -732 | -12.18% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,090 | 906 | 0.0% | 0.0% | 65 | -306 | -5.67% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,969 | 902 | 0.03% | 0.03% | 66 | -32 | -0.64% | Q1 2026 | Apr 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,000 | 890 | 0.13% | 0.12% | 67 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,841 | 862 | 0.01% | 0.01% | 68 | +816 | 20.27% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,711 | 839 | 0.05% | 0.05% | 69 | -149 | -3.07% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,608 | 820 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 4,519 | 804 | 0.0% | 0.0% | 71 | +638 | 16.44% | Q1 2026 | May 13, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 4,328 | 770 | 0.34% | 0.3% | 73 | -59 | -1.34% | Q1 2026 | May 01, 2026 |
| JBR Co Financial Management Inc | History | No change | 4,389 | 770 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 4,274 | 761 | 0.09% | 0.08% | 74 | -110 | -2.51% | Q1 2026 | Apr 16, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 4,051 | 721 | 0.16% | 0.16% | 75 | -23 | -0.56% | Q1 2026 | Apr 27, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 3,887 | 692 | 0.11% | 0.11% | 76 | -37 | -0.94% | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,855 | 686 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 3,765 | 670 | 0.1% | 0.1% | 78 | +68 | 1.84% | Q1 2026 | Apr 29, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 3,653 | 650 | 0.33% | 0.4% | 79 | -647 | -15.05% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,605 | 642 | 0.08% | 0.09% | 80 | +7 | 0.19% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,586 | 638 | 0.02% | — | 81 | +3,586 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,507 | 624 | 0.01% | 0.01% | 82 | -54 | -1.52% | Q1 2026 | May 01, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 3,484 | 620 | 0.11% | 0.12% | 83 | -99 | -2.76% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,442 | 613 | 0.02% | 0.01% | 84 | +2 | 0.06% | Q1 2026 | Apr 23, 2026 |
| Inspire Advisors, LLC | History | New | 3,364 | 599 | 0.05% | — | 86 | +3,364 | New | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,364 | 599 | 0.02% | 0.02% | 85 | -373 | -9.98% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 3,283 | 584 | 0.41% | 0.4% | 87 | -65 | -1.94% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,276 | 583 | 0.02% | 0.02% | 88 | +100 | 3.15% | Q1 2026 | Apr 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 3,225 | 574 | 0.13% | 0.12% | 89 | +11 | 0.34% | Q1 2026 | May 21, 2026 |
| FMR LLC | History | Added to | 3,194 | 568 | 0.0% | 0.0% | 90 | +845 | 35.97% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 3,186 | 567 | 0.01% | 0.01% | 91 | -47 | -1.45% | Q1 2026 | Apr 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,091 | 550 | 0.01% | 0.02% | 92 | -3,207 | -50.92% | Q1 2026 | Apr 08, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 2,988 | 532 | 0.53% | 0.44% | 93 | -7 | -0.23% | Q1 2026 | May 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 2,980 | 530 | 0.17% | 0.18% | 94 | -10 | -0.33% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,833 | 504 | 0.0% | — | 95 | +2,833 | New | Q1 2026 | May 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 2,801 | 498 | 0.09% | 0.07% | 96 | -11 | -0.39% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,749 | 489 | 0.03% | 0.03% | 97 | -70 | -2.48% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,709 | 482 | 0.02% | 0.02% | 98 | -122 | -4.31% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 2,666 | 474 | 0.04% | 0.04% | 99 | -53 | -1.95% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,596 | 462 | 0.0% | 0.0% | 100 | -591 | -18.54% | Q1 2026 | May 04, 2026 |
| Legacy Trust | History | No change | 2,568 | 457 | 0.09% | 0.08% | 101 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 2,463 | 438 | 0.35% | 0.35% | 102 | +1 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,442 | 435 | 0.14% | 0.13% | 103 | +5 | 0.21% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,417 | 430 | 0.0% | 0.0% | 104 | -5,863 | -70.81% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 2,410 | 429 | 0.08% | 0.12% | 105 | -50 | -2.03% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 2,361 | 420 | 0.08% | 0.08% | 107 | +325 | 15.96% | Q1 2026 | May 01, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 2,364 | 420 | 0.04% | 0.04% | 106 | +8 | 0.34% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,310 | 411 | 0.0% | 0.0% | 108 | +48 | 2.12% | Q1 2026 | May 01, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,311 | 411 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 2,300 | 409 | 0.1% | 0.1% | 110 | -100 | -4.17% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 2,294 | 408 | 0.0% | 0.0% | 111 | +138 | 6.4% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,263 | 403 | 0.36% | — | 112 | +2,263 | New | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,253 | 401 | 0.0% | 0.0% | 113 | -94 | -4.01% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,116 | 376 | 0.02% | — | 114 | +2,116 | New | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 2,108 | 375 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Retireful, LLC | History | New | 1,975 | 360 | 0.51% | — | 117 | +1,975 | New | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,023 | 360 | 0.0% | 0.01% | 116 | -525 | -20.6% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,986 | 354 | 0.0% | 0.0% | 118 | -340 | -14.62% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,922 | 342 | 0.0% | 0.0% | 119 | -3,584 | -65.09% | Q1 2026 | May 15, 2026 |
| Second Line Capital, LLC | History | Reduced | 1,885 | 342 | 0.06% | 0.07% | 121 | -121 | -6.03% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,921 | 342 | 0.0% | 0.0% | 120 | -85 | -4.24% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,868 | 332 | 0.0% | 0.0% | 122 | +83 | 4.65% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,828 | 325 | 0.0% | 0.0% | 123 | -50 | -2.66% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | New | 1,776 | 316 | 0.0% | — | 124 | +1,776 | New | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,768 | 315 | 0.0% | 0.0% | 125 | +170 | 10.64% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,721 | 306 | 0.0% | 0.0% | 126 | -495 | -22.34% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,682 | 299 | 0.01% | 0.01% | 127 | +1 | 0.06% | Q1 2026 | May 19, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,678 | 298 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sherman Wealth Management LLC | History | Added to | 1,668 | 297 | 0.26% | 0.25% | 129 | +15 | 0.91% | Q1 2026 | Apr 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 1,643 | 292 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Added to | 1,628 | 289 | 0.02% | 0.02% | 131 | +9 | 0.56% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 1,596 | 284 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | Added to | 1,534 | 273 | 0.09% | 0.09% | 133 | +1 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 1,501 | 269 | 0.11% | 0.13% | 134 | -116 | -7.17% | Q1 2026 | May 08, 2026 |
| Clark Asset Management, LLC | History | New | 1,497 | 266 | 0.02% | — | 135 | +1,497 | New | Q1 2026 | Apr 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,460 | 260 | 0.01% | 0.01% | 137 | +200 | 15.87% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,460 | 260 | 0.01% | 0.01% | 136 | +8 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | New | 1,453 | 258 | 0.0% | — | 138 | +1,453 | New | Q1 2026 | May 12, 2026 |
| Bouchey Financial Group Ltd | History | No change | 1,400 | 255 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Balance Wealth, LLC | History | New | 1,400 | 249 | 0.08% | — | 140 | +1,400 | New | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,386 | 247 | 0.0% | 0.0% | 141 | -14 | -1.0% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 1,361 | 242 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,351 | 240 | 0.02% | 0.02% | 143 | +7 | 0.52% | Q1 2026 | Apr 08, 2026 |
| Iowa State Bank | History | Reduced | 1,329 | 236 | 0.04% | 0.05% | 144 | -162 | -10.87% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,299 | 231 | 0.0% | 0.0% | 145 | -312 | -19.37% | Q1 2026 | May 12, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 1,300 | 231 | 0.06% | 0.07% | 146 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,296 | 230 | 0.0% | 0.0% | 147 | -28 | -2.11% | Q1 2026 | May 11, 2026 |
| ERn Financial, LLC | History | New | 1,289 | 229 | 0.04% | — | 148 | +1,289 | New | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,247 | 222 | 0.0% | 0.0% | 149 | -200 | -13.82% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,227 | 218 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,155 | 205 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,127 | 200 | 0.0% | — | 152 | +1,127 | New | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,054 | 187 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 920 | 163 | 0.01% | 0.01% | 154 | +19 | 2.11% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 840 | 149 | 0.01% | 0.01% | 155 | +13 | 1.57% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 629 | 112 | 0.0% | 0.0% | 156 | +3 | 0.48% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 479 | 85 | 0.02% | — | 157 | +479 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 408 | 72 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | No change | 378 | 67 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 375 | 66 | 0.0% | 0.0% | 160 | +310 | 476.92% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 323 | 57 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 320 | 56 | 0.0% | 0.0% | 162 | +18 | 5.96% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 305 | 54 | 0.0% | — | 164 | +305 | New | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | No change | 306 | 54 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 258 | 45 | 0.0% | — | 167 | +258 | New | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 255 | 45 | 0.03% | 0.03% | 166 | +1 | 0.39% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 258 | 45 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Paladin Advisory Group, LLC | History | No change | 217 | 38 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 212 | 38 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 192 | 34 | 0.0% | 0.0% | 170 | +1 | 0.52% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 168 | 29 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 160 | 28 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 134 | 23 | 0.0% | — | 173 | +134 | New | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Added to | 108 | 19 | 0.0% | 0.0% | 174 | +40 | 58.82% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 110 | 19 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 108 | 19 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 99 | 17 | 0.0% | — | 178 | +99 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 99 | 17 | 0.0% | — | 179 | +99 | New | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 17 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 84 | 14 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 78 | 13 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 72 | 12 | 0.01% | — | 182 | +72 | New | Q1 2026 | Apr 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 64 | 11 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Front Row Advisors LLC | History | No change | 60 | 10 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Olistico Wealth, LLC | History | No change | 57 | 10 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45 | 8 | 0.0% | 0.0% | 186 | +29 | 181.25% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 41 | 7 | 0.0% | — | 188 | +41 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tidemark, LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 20 | 3 | 0.0% | — | 191 | +20 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 15 | 2 | 0.0% | — | 193 | +15 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13 | 2 | 0.0% | 0.0% | 192 | -4 | -23.53% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.27% | — | -22,746 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,438 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |