SPDR SERIES TRUST - LGLV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 1,804,160 | 316,756 | 0.86% | 0.82% | 1 | +280,101 | 18.38% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 643,355 | 112,953 | 10.37% | 12.54% | 2 | -103,303 | -13.84% | Q4 2025 | Feb 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 315,628 | 55,414 | 1.93% | 1.82% | 3 | +17,784 | 5.97% | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 295,425 | 51,867 | 2.16% | 2.2% | 4 | +6,942 | 2.41% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 192,722 | 33,837 | 0.05% | 0.06% | 5 | -28,438 | -12.86% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 183,961 | 32,297 | 0.01% | 0.01% | 6 | +676 | 0.37% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 166,958 | 29,313 | 0.0% | 0.0% | 7 | +825 | 0.5% | Q4 2025 | Feb 13, 2026 |
| DORVAL Corp | History | Added to | 123,610 | 21,702 | 6.93% | 7.05% | 8 | +3,992 | 3.34% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 93,550 | 16,424 | 0.0% | 0.0% | 9 | +1,430 | 1.55% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 88,683 | 15,570 | 0.01% | 0.01% | 10 | +19,208 | 27.65% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 85,863 | 15,074 | 0.05% | 0.06% | 11 | -21,952 | -20.36% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 80,140 | 14,070 | 0.83% | 0.92% | 12 | +4,102 | 5.39% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 79,572 | 13,970 | 0.18% | 0.18% | 13 | +3,822 | 5.05% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 63,141 | 11,085 | 0.4% | 0.53% | 14 | -533 | -0.84% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 61,782 | 10,847 | 0.0% | 0.0% | 15 | +51,033 | 474.77% | Q4 2025 | Mar 25, 2026 |
| Ethos Financial Group, LLC | History | Added to | 54,586 | 9,583 | 0.71% | 0.52% | 16 | +17,084 | 45.55% | Q4 2025 | Jan 20, 2026 |
| STATE STREET CORP | History | Reduced | 53,860 | 9,456 | 0.0% | 0.0% | 17 | -28,614 | -34.69% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 44,892 | 7,881 | 0.0% | 0.0% | 18 | +5,066 | 12.72% | Q4 2025 | Feb 11, 2026 |
| Tempo Wealth, LLC | History | New | 39,818 | 6,990 | 1.25% | — | 19 | +39,818 | New | Q4 2025 | Feb 25, 2026 |
| HF Advisory Group, LLC | History | Added to | 34,372 | 6,034 | 2.11% | 2.09% | 20 | +2,498 | 7.84% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 32,558 | 5,716 | 0.07% | 0.07% | 21 | +1,243 | 3.97% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Added to | 26,593 | 4,669 | 0.0% | 0.0% | 22 | +1,754 | 7.06% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 22,746 | 4,025 | 0.27% | — | 23 | +22,746 | New | Q4 2025 | Jan 15, 2026 |
| Journey Advisory Group, LLC | History | Added to | 21,657 | 3,802 | 0.32% | 0.28% | 24 | +382 | 1.8% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,034 | 3,572 | 0.0% | 0.01% | 25 | -174 | -0.86% | Q4 2025 | Jan 08, 2026 |
| Sage Mountain Advisors LLC | History | No change | 18,958 | 3,328 | 0.18% | 0.19% | 26 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 16,621 | 2,918 | 0.0% | 0.0% | 27 | -419 | -2.46% | Q4 2025 | Jan 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 15,992 | 2,807 | 0.19% | 0.4% | 28 | -14,718 | -47.93% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,962 | 2,802 | 0.0% | 0.0% | 29 | -80 | -0.5% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 13,497 | 2,369 | 0.98% | 1.26% | 30 | -3,272 | -19.51% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 12,700 | 2,229 | 0.0% | 0.0% | 31 | -5,000 | -28.25% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,528 | 2,199 | 0.0% | 0.0% | 32 | +432 | 3.57% | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 12,052 | 2,116 | 0.07% | 0.08% | 33 | +134 | 1.12% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,945 | 2,097 | 0.0% | 0.0% | 34 | +362 | 3.13% | Q4 2025 | Feb 18, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 11,818 | 2,074 | 0.11% | 0.12% | 35 | -216 | -1.79% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 11,396 | 2,000 | 0.0% | 0.0% | 36 | +1,736 | 17.97% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,022 | 1,935 | 0.08% | 0.3% | 37 | -39,323 | -78.11% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,873 | 1,909 | 0.01% | 0.01% | 38 | -953 | -8.06% | Q4 2025 | Feb 05, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 10,785 | 1,893 | 1.42% | 1.45% | 39 | -59 | -0.54% | Q4 2025 | Jan 23, 2026 |
| Elevation Capital Advisory, LLC | History | New | 10,402 | 1,826 | 0.75% | — | 40 | +10,402 | New | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,054 | 1,765 | 0.0% | 0.0% | 41 | -6,770 | -40.24% | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 9,852 | 1,729 | 0.26% | 0.22% | 42 | +1,899 | 23.88% | Q4 2025 | Jan 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 9,222 | 1,619 | 0.1% | 0.11% | 43 | -917 | -9.04% | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 8,741 | 1,534 | 0.17% | 0.19% | 44 | -826 | -8.63% | Q4 2025 | Jan 28, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,730 | 1,533 | 0.0% | 0.01% | 45 | -170 | -1.91% | Q4 2025 | Feb 11, 2026 |
| NORDEN GROUP LLC | History | Reduced | 8,455 | 1,484 | 0.15% | 0.16% | 46 | -200 | -2.31% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,280 | 1,453 | 0.0% | 0.0% | 47 | +2,644 | 46.91% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 8,198 | 1,439 | 0.35% | 0.38% | 48 | -374 | -4.36% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Reduced | 7,040 | 1,236 | 0.41% | 0.42% | 49 | -159 | -2.21% | Q4 2025 | Mar 31, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 6,716 | 1,223 | 0.21% | 0.2% | 50 | +31 | 0.46% | Q4 2025 | Feb 06, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,415 | 1,126 | 0.34% | 0.37% | 51 | -27 | -0.42% | Q4 2025 | Jan 26, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,298 | 1,105 | 0.02% | 0.02% | 52 | -117 | -1.82% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,285 | 1,103 | 0.01% | 0.01% | 53 | -105 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 6,077 | 1,066 | 0.42% | 0.46% | 54 | -414 | -6.38% | Q4 2025 | Feb 04, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,062 | 1,064 | 2.26% | 2.3% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Family Capital Management, Inc. | History | Reduced | 6,008 | 1,054 | 0.47% | 0.52% | 56 | -141 | -2.29% | Q4 2025 | Jan 27, 2026 |
| Apollon Financial, LLC | History | Added to | 5,873 | 1,031 | 0.15% | 0.17% | 57 | +18 | 0.31% | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,762 | 1,011 | 0.02% | 0.04% | 58 | -2,482 | -30.11% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,605 | 984 | 0.11% | 0.12% | 59 | +799 | 16.63% | Q4 2025 | Feb 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 5,591 | 981 | 0.2% | 0.2% | 60 | -45 | -0.8% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,506 | 967 | 0.0% | — | 61 | +5,506 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,396 | 947 | 0.0% | 0.0% | 62 | -1,150 | -17.57% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,001 | 911 | 0.03% | 0.03% | 63 | -44 | -0.87% | Q4 2025 | Jan 27, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 5,000 | 877 | 0.12% | 0.15% | 64 | -166 | -3.21% | Q4 2025 | Jan 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,860 | 853 | 0.05% | 0.04% | 65 | -13 | -0.27% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,608 | 809 | 0.0% | 0.0% | 66 | +1 | 0.02% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,593 | 806 | 0.02% | 0.02% | 67 | +76 | 1.68% | Q4 2025 | Feb 09, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 4,389 | 770 | 0.32% | 0.35% | 68 | -274 | -5.88% | Q4 2025 | Jan 06, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 4,387 | 770 | 0.3% | 0.31% | 69 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 4,384 | 769 | 0.08% | 0.09% | 70 | -185 | -4.05% | Q4 2025 | Jan 20, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 4,300 | 754 | 0.4% | 0.41% | 71 | +82 | 1.94% | Q4 2025 | Feb 24, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 4,074 | 715 | 0.16% | 0.22% | 72 | -816 | -16.69% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,025 | 706 | 0.01% | 0.01% | 73 | -775 | -16.15% | Q4 2025 | Feb 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 3,924 | 688 | 0.11% | 0.12% | 74 | -158 | -3.87% | Q4 2025 | Jan 07, 2026 |
| AE Wealth Management LLC | History | Added to | 3,881 | 681 | 0.0% | 0.0% | 75 | +39 | 1.02% | Q4 2025 | Jan 26, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,855 | 676 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,737 | 656 | 0.02% | 0.02% | 77 | -11 | -0.29% | Q4 2025 | Feb 19, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 3,697 | 649 | 0.1% | — | 78 | +3,697 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,644 | 639 | 0.0% | 0.0% | 79 | -48 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,598 | 631 | 0.09% | 0.09% | 80 | +375 | 11.64% | Q4 2025 | Feb 09, 2026 |
| Harvest Investment Services, LLC | History | Added to | 3,583 | 629 | 0.12% | 0.11% | 81 | +518 | 16.9% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 3,561 | 625 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avant Capital LLC | History | Added to | 3,348 | 587 | 0.4% | 0.42% | 83 | +4 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 3,233 | 567 | 0.01% | 0.01% | 84 | +37 | 1.16% | Q4 2025 | Jan 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 3,214 | 564 | 0.12% | 0.07% | 85 | +1,489 | 86.32% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,187 | 559 | 0.0% | 0.0% | 86 | +331 | 11.59% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,176 | 558 | 0.02% | 0.02% | 87 | +192 | 6.43% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,440 | 555 | 0.01% | 0.01% | 88 | +2 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 2,995 | 525 | 0.44% | 0.45% | 89 | -41 | -1.35% | Q4 2025 | Feb 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 2,990 | 524 | 0.18% | 0.22% | 90 | -142 | -4.53% | Q4 2025 | Jan 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 2,865 | 503 | 0.14% | 0.22% | 91 | -1,387 | -32.62% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 2,831 | 496 | 0.02% | 0.03% | 93 | +516 | 22.29% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,829 | 496 | 0.0% | 0.0% | 92 | +358 | 14.49% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,819 | 494 | 0.03% | 0.04% | 94 | -718 | -20.3% | Q4 2025 | Feb 06, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,812 | 493 | 0.07% | 0.08% | 95 | +15 | 0.54% | Q4 2025 | Feb 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,719 | 477 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,635 | 462 | 0.0% | 0.0% | 97 | -4,281 | -61.9% | Q4 2025 | Feb 17, 2026 |
| Legacy Trust | History | No change | 2,568 | 450 | 0.08% | 0.09% | 98 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,548 | 447 | 0.01% | 0.01% | 99 | -1 | -0.04% | Q4 2025 | Jan 20, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 2,462 | 432 | 0.35% | 0.36% | 100 | +1 | 0.04% | Q4 2025 | Jan 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 2,460 | 431 | 0.12% | 0.13% | 101 | -41 | -1.64% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,438 | 428 | 0.01% | — | 103 | +2,438 | New | Q4 2025 | Feb 19, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,437 | 428 | 0.13% | 0.14% | 102 | -67 | -2.68% | Q4 2025 | Jan 22, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,400 | 421 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 2,356 | 413 | 0.04% | 0.04% | 105 | +8 | 0.34% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Reduced | 2,349 | 412 | 0.0% | 0.0% | 106 | -34 | -1.43% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 2,347 | 412 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,326 | 408 | 0.0% | 0.01% | 108 | -303 | -11.53% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,311 | 405 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 2,262 | 397 | 0.0% | — | 110 | +2,262 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,216 | 389 | 0.0% | — | 111 | +2,216 | New | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 2,156 | 378 | 0.0% | 0.0% | 112 | +1 | 0.05% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 2,108 | 370 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UPTICK PARTNERS, LLC | History | New | 2,036 | 357 | 0.08% | — | 114 | +2,036 | New | Q4 2025 | Feb 02, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,006 | 352 | 0.07% | 0.08% | 116 | -73 | -3.51% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,006 | 352 | 0.0% | 0.0% | 115 | -37 | -1.81% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,878 | 329 | 0.0% | 0.0% | 117 | -6 | -0.32% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,785 | 313 | 0.0% | 0.0% | 118 | -149 | -7.7% | Q4 2025 | Feb 18, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 1,617 | 300 | 0.13% | 0.14% | 119 | -48 | -2.88% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 1,643 | 299 | 0.2% | 0.21% | 120 | -23 | -1.38% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | No change | 1,681 | 295 | 0.01% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,678 | 294 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sherman Wealth Management LLC | History | New | 1,653 | 290 | 0.25% | — | 123 | +1,653 | New | Q4 2025 | Jan 15, 2026 |
| Trek Financial, LLC | History | Added to | 1,619 | 284 | 0.02% | 0.02% | 124 | +8 | 0.5% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,611 | 282 | 0.0% | 0.0% | 125 | +127 | 8.56% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,598 | 281 | 0.0% | 0.0% | 126 | +14 | 0.88% | Q4 2025 | Jan 05, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 1,596 | 280 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Berkeley, Inc | History | Added to | 1,533 | 269 | 0.09% | 0.09% | 128 | +1 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Iowa State Bank | History | Reduced | 1,491 | 261 | 0.05% | 0.06% | 129 | -169 | -10.18% | Q4 2025 | Jan 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,447 | 254 | 0.0% | 0.0% | 131 | -54 | -3.6% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,452 | 254 | 0.01% | 0.01% | 130 | +7 | 0.48% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,400 | 246 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | No change | 1,400 | 245 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,361 | 238 | 0.03% | 0.03% | 134 | -119 | -8.04% | Q4 2025 | Jan 22, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,344 | 235 | 0.02% | 0.02% | 135 | +8 | 0.6% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 1,324 | 232 | 0.0% | — | 136 | +1,324 | New | Q4 2025 | Feb 10, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 1,300 | 228 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,260 | 221 | 0.01% | 0.01% | 138 | -115 | -8.36% | Q4 2025 | Jan 20, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,227 | 215 | 0.0% | 0.0% | 139 | -252 | -17.04% | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,155 | 202 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,054 | 185 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 901 | 158 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Added to | 827 | 145 | 0.01% | 0.01% | 143 | +1 | 0.12% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 626 | 109 | 0.0% | — | 144 | +626 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 626 | 109 | 0.0% | 0.0% | 145 | -18 | -2.8% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | No change | 408 | 71 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 380 | 66 | 0.0% | — | 148 | +380 | New | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 378 | 66 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 323 | 56 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 302 | 53 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 306 | 53 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 258 | 45 | 0.0% | 0.0% | 152 | -53 | -17.04% | Q4 2025 | Jan 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 254 | 44 | 0.03% | 0.03% | 153 | +1 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 217 | 38 | 0.03% | 0.04% | 154 | -87 | -28.62% | Q4 2025 | Jan 21, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 212 | 37 | 0.03% | 0.02% | 155 | +25 | 13.37% | Q4 2025 | Jan 08, 2026 |
| BlackRock, Inc. | History | No change | 191 | 33 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 168 | 29 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 160 | 28 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 110 | 19 | 0.0% | 0.0% | 159 | -90 | -45.0% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 108 | 18 | 0.0% | 0.0% | 160 | +78 | 260.0% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 17 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | New | 84 | 14 | 0.0% | — | 163 | +84 | New | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 84 | 14 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 78 | 13 | 0.0% | — | 164 | +78 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 65 | 11 | 0.0% | 0.0% | 166 | -280 | -81.16% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 64 | 11 | 0.0% | 0.0% | 167 | -33 | -34.02% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Added to | 68 | 11 | 0.0% | 0.0% | 165 | +25 | 58.14% | Q4 2025 | Jan 30, 2026 |
| Olistico Wealth, LLC | History | New | 57 | 10 | 0.0% | — | 169 | +57 | New | Q4 2025 | Jan 13, 2026 |
| Front Row Advisors LLC | History | No change | 60 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tidemark, LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 17 | 3 | 0.0% | — | 173 | +17 | New | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 15 | 3 | 0.0% | — | 174 | +15 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16 | 2 | 0.0% | 0.0% | 175 | -29 | -64.44% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,223 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -1,821 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -1,375 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,352 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,226 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aspire Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,168 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PACIFIC SUN FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -1,150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -619 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | 0.0% | — | -222 | -99.55% | Q4 2025 | Feb 13, 2026 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -219 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -80 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Retirement Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |