SPDR SERIES TRUST - PSK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 1,378,777 | 42,521 | 0.01% | 0.01% | 1 | +48,644 | 3.66% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,065,505 | 32,860 | 0.0% | 0.0% | 2 | -4,863 | -0.45% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 892,921 | 27,538 | 0.0% | 0.0% | 3 | -8,479 | -0.94% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 853,020 | 26,307 | 0.0% | 0.01% | 4 | -210,097 | -19.76% | Q1 2026 | May 05, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 780,643 | 24,075 | 15.85% | 15.99% | 5 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CNO Financial Group, Inc. | History | No change | 700,000 | 21,588 | 12.38% | 12.57% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 601,514 | 18,550 | 0.0% | 0.01% | 7 | +16,891 | 2.89% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 444,457 | 13,707 | 0.0% | 0.0% | 8 | -32,662 | -6.85% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 398,819 | 12,299 | 0.0% | 0.01% | 9 | -203,730 | -33.81% | Q1 2026 | May 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 345,497 | 10,655 | 5.84% | 5.96% | 10 | -50 | -0.01% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 270,225 | 8,333 | 0.03% | 0.03% | 11 | -10,569 | -3.76% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 259,438 | 8,001 | 0.0% | 0.0% | 12 | +32,597 | 14.37% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 256,723 | 7,917 | 0.0% | 0.0% | 13 | -393,933 | -60.54% | Q1 2026 | May 05, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 229,950 | 7,287 | 1.37% | 1.37% | 14 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 214,758 | 6,623 | 0.01% | 0.0% | 15 | +102,077 | 90.59% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 213,178 | 6,574 | 0.05% | 0.13% | 16 | -267,955 | -55.69% | Q1 2026 | Apr 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 174,827 | 5,391 | 0.27% | 0.31% | 17 | -14,894 | -7.85% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 172,383 | 5,316 | 0.01% | 0.01% | 18 | -6,124 | -3.43% | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | Reduced | 138,050 | 4,257 | 0.62% | 0.63% | 19 | -230 | -0.17% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 136,899 | 4,210 | 0.2% | 0.22% | 20 | -6,370 | -4.45% | Q1 2026 | Apr 27, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 133,511 | 4,117 | 0.91% | 0.83% | 21 | +18,071 | 15.65% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 130,181 | 4,011 | 0.02% | 0.02% | 22 | +11,211 | 9.42% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 119,935 | 3,698 | 0.01% | 0.02% | 23 | -1,918 | -1.57% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 112,901 | 3,481 | 0.0% | 0.0% | 24 | +4,623 | 4.27% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Reduced | 110,928 | 3,421 | 0.04% | 0.05% | 25 | -25,124 | -18.47% | Q1 2026 | May 01, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 105,776 | 3,262 | 0.69% | 0.79% | 26 | -4,495 | -4.08% | Q1 2026 | Apr 09, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 102,305 | 3,155 | 0.65% | 0.62% | 27 | +7,138 | 7.5% | Q1 2026 | Apr 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 98,275 | 3,030 | 0.0% | 0.0% | 28 | -6,831 | -6.5% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 88,842 | 2,739 | 0.52% | 0.53% | 29 | -1,887 | -2.08% | Q1 2026 | Apr 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 86,202 | 2,664 | 0.01% | 0.0% | 30 | -362 | -0.42% | Q1 2026 | Apr 08, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 80,425 | 2,480 | 0.1% | 0.1% | 31 | -1,774 | -2.16% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 80,322 | 2,477 | 0.0% | 0.0% | 32 | -2,426 | -2.93% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 70,127 | 2,162 | 0.0% | 0.0% | 33 | +26,475 | 60.65% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 61,425 | 1,894 | 0.07% | 0.07% | 34 | +1,187 | 1.97% | Q1 2026 | May 12, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 55,965 | 1,725 | 1.18% | 1.19% | 35 | +250 | 0.45% | Q1 2026 | May 06, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 55,830 | 1,722 | 0.17% | 0.19% | 36 | -6,121 | -9.88% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 53,574 | 1,652 | 0.01% | 0.01% | 37 | -1,717 | -3.11% | Q1 2026 | May 13, 2026 |
| FDx Advisors, Inc. | History | New | 51,991 | 1,603 | 0.51% | — | 38 | +51,991 | New | Q1 2026 | May 01, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 50,729 | 1,564 | 0.03% | 0.01% | 39 | +37,800 | 292.37% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 48,275 | 1,488 | 0.0% | 0.0% | 40 | +17,368 | 56.19% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 47,204 | 1,455 | 0.01% | 0.01% | 41 | +784 | 1.69% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 45,310 | 1,397 | 0.0% | 0.0% | 42 | -598 | -1.3% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 40,453 | 1,247 | 0.07% | 0.08% | 43 | +405 | 1.01% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 40,263 | 1,241 | 0.02% | 0.03% | 44 | +1 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,094 | 1,236 | 0.0% | 0.0% | 45 | -3,843 | -8.75% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 39,507 | 1,218 | 0.0% | 0.0% | 46 | -845 | -2.09% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,064 | 1,141 | 0.0% | 0.0% | 47 | +6,341 | 20.64% | Q1 2026 | May 13, 2026 |
| Financial Insights, Inc. | History | Added to | 32,095 | 989 | 0.32% | 0.29% | 48 | +4,476 | 16.21% | Q1 2026 | May 18, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 31,535 | 972 | 0.1% | 0.11% | 49 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GREENLEAF TRUST | History | Reduced | 28,756 | 886 | 0.01% | 0.01% | 50 | -8,340 | -22.48% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 28,210 | 869 | 0.21% | — | 51 | +28,210 | New | Q1 2026 | May 12, 2026 |
| XML Financial, LLC | History | Reduced | 26,984 | 832 | 0.07% | 0.08% | 52 | -5,542 | -17.04% | Q1 2026 | Apr 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 25,512 | 786 | 0.05% | 0.05% | 53 | -50 | -0.2% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 24,784 | 764 | 0.0% | 0.0% | 54 | +5 | 0.02% | Q1 2026 | May 14, 2026 |
| Breachway Investments LLC | History | Added to | 23,741 | 730 | 0.7% | 0.79% | 55 | +50 | 0.21% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 23,669 | 729 | 0.01% | 0.01% | 56 | -459 | -1.9% | Q1 2026 | Apr 10, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 23,604 | 727 | 0.17% | 0.28% | 57 | -14,783 | -38.51% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,787 | 703 | 0.0% | 0.0% | 58 | -10,042 | -30.59% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 22,208 | 684 | 0.0% | 0.0% | 59 | -9,764 | -30.54% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | No change | 21,916 | 675 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 21,300 | 674 | 0.28% | 0.28% | 61 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 21,467 | 662 | 0.04% | 0.04% | 62 | +590 | 2.83% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 20,524 | 643 | 0.41% | 0.44% | 63 | +413 | 2.05% | Q1 2026 | May 06, 2026 |
| Bath Savings Trust Co | History | Reduced | 19,962 | 615 | 0.07% | 0.06% | 64 | -175 | -0.87% | Q1 2026 | Apr 07, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 19,030 | 604 | 0.06% | 0.07% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 18,806 | 579 | 0.1% | 0.1% | 66 | -464 | -2.41% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 17,039 | 525 | 0.0% | 0.0% | 67 | +11,060 | 184.98% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,924 | 521 | 0.0% | 0.0% | 68 | -683 | -3.88% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 16,371 | 504 | 0.04% | 0.06% | 69 | -6,211 | -27.5% | Q1 2026 | Apr 13, 2026 |
| McAdam, LLC | History | Reduced | 15,567 | 480 | 0.02% | 0.02% | 70 | -747 | -4.58% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 14,533 | 448 | 0.0% | 0.0% | 71 | +1,011 | 7.48% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,424 | 444 | 0.0% | — | 72 | +14,424 | New | Q1 2026 | May 01, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 13,621 | 420 | 0.22% | 0.16% | 73 | +327 | 2.46% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 13,013 | 412 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Inscription Capital, LLC | History | No change | 13,063 | 402 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | Added to | 12,386 | 386 | 0.01% | 0.01% | 76 | +208 | 1.71% | Q1 2026 | Apr 09, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 12,359 | 381 | 0.14% | 0.3% | 77 | -13,455 | -52.12% | Q1 2026 | May 18, 2026 |
| Sequent Planning LLC | History | Added to | 12,238 | 377 | 0.09% | 0.1% | 78 | +225 | 1.87% | Q1 2026 | Apr 21, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 11,767 | 362 | 0.05% | 0.06% | 79 | +17 | 0.14% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,448 | 353 | 0.03% | 0.04% | 80 | -1,822 | -13.73% | Q1 2026 | Apr 30, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 10,865 | 335 | 0.05% | 0.05% | 81 | +113 | 1.05% | Q1 2026 | May 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 10,000 | 308 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,695 | 299 | 0.0% | 0.0% | 83 | +1,544 | 18.94% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 9,141 | 281 | 0.03% | 0.03% | 84 | -3 | -0.03% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 8,891 | 274 | 0.0% | — | 85 | +8,891 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 8,570 | 264 | 0.0% | 0.0% | 86 | +186 | 2.22% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,415 | 259 | 0.0% | 0.0% | 87 | -486 | -5.46% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 8,201 | 259 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WealthPoint Financial, LLC | History | No change | 8,168 | 258 | 0.22% | 0.22% | 89 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wayfinding Financial, LLC | History | Added to | 8,211 | 253 | 0.11% | 0.09% | 90 | +1,710 | 26.3% | Q1 2026 | May 12, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 8,176 | 252 | 0.03% | 0.03% | 91 | +91 | 1.13% | Q1 2026 | Apr 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 8,105 | 249 | 0.0% | 0.0% | 93 | -665 | -7.58% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,100 | 249 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,010 | 247 | 0.0% | 0.0% | 94 | +369 | 4.83% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,910 | 243 | 0.0% | 0.0% | 95 | +67 | 0.85% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 7,838 | 241 | 0.0% | — | 96 | +7,838 | New | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,732 | 238 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,655 | 236 | 0.0% | 0.0% | 98 | +699 | 10.05% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,637 | 235 | 0.0% | 0.0% | 99 | -3,605 | -32.07% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,637 | 235 | 0.0% | 0.0% | 100 | -208 | -2.65% | Q1 2026 | Apr 30, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 7,574 | 233 | 0.06% | 0.07% | 101 | -12 | -0.16% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,517 | 231 | 0.0% | 0.0% | 102 | +157 | 2.13% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,369 | 227 | 0.01% | 0.01% | 103 | -276 | -3.61% | Q1 2026 | Apr 21, 2026 |
| Crumly & Associates Inc. | History | No change | 7,368 | 227 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sharper & Granite LLC | History | Reduced | 7,310 | 225 | 0.08% | 0.15% | 105 | -6,220 | -45.97% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,005 | 216 | 0.0% | 0.0% | 106 | -43,886 | -86.24% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,717 | 212 | 0.0% | 0.0% | 107 | -32 | -0.47% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 6,646 | 204 | 0.0% | — | 108 | +6,646 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | New | 6,606 | 203 | 0.0% | — | 109 | +6,606 | New | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,673 | 174 | 0.0% | 0.0% | 110 | +49 | 0.87% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,365 | 165 | 0.05% | 0.07% | 111 | -1,217 | -18.49% | Q1 2026 | Apr 24, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 5,155 | 158 | 0.03% | 0.04% | 112 | -630 | -10.89% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,412 | 156 | 0.01% | 0.0% | 113 | -4,019 | -15.8% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,072 | 155 | 0.0% | 0.0% | 114 | +22 | 0.44% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 4,399 | 135 | 0.0% | 0.0% | 115 | -288 | -6.14% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,138 | 127 | 0.01% | 0.01% | 116 | -47 | -1.12% | Q1 2026 | May 01, 2026 |
| Napier Financial, LLC | History | New | 2,780 | 85 | 0.02% | — | 118 | +2,780 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,765 | 85 | 0.0% | 0.0% | 117 | +157 | 6.02% | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | No change | 2,649 | 81 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,586 | 79 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,298 | 70 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,000 | 61 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | No change | 2,007 | 61 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,678 | 51 | 0.0% | 0.0% | 124 | -52 | -3.01% | Q1 2026 | Apr 14, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,620 | 49 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,585 | 48 | 0.02% | 0.02% | 126 | -204 | -11.4% | Q1 2026 | Apr 14, 2026 |
| JDM Financial Group LLC | History | No change | 1,350 | 41 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,299 | 40 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | No change | 1,291 | 39 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,152 | 35 | 0.0% | 0.0% | 131 | -350 | -23.3% | Q1 2026 | May 08, 2026 |
| CITY HOLDING CO | History | No change | 1,161 | 35 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,158 | 35 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,087 | 33 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 785 | 24 | 0.0% | 0.0% | 134 | +14 | 1.82% | Q1 2026 | May 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 703 | 21 | 0.0% | — | 136 | +703 | New | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 711 | 21 | 0.0% | 0.0% | 135 | -142 | -16.65% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 590 | 18 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | New | 547 | 16 | 0.0% | — | 139 | +547 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 542 | 16 | 0.0% | 0.0% | 138 | +78 | 16.81% | Q1 2026 | May 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 461 | 14 | 0.01% | — | 140 | +461 | New | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 445 | 13 | 0.01% | 0.01% | 142 | -10 | -2.2% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 450 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 326 | 10 | 0.01% | — | 143 | +326 | New | Q1 2026 | Apr 03, 2026 |
| CITIGROUP INC | History | No change | 300 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Added to | 285 | 8 | 0.01% | — | 145 | +282 | 9400.0% | Q1 2026 | May 07, 2026 |
| MGB Wealth Management, LLC | History | No change | 228 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 226 | 6 | 0.0% | 0.0% | 147 | -864 | -79.27% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 197 | 6 | 0.0% | — | 148 | +197 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 171 | 5 | 0.0% | — | 149 | +171 | New | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 152 | 4 | 0.0% | 0.0% | 150 | +1 | 0.66% | Q1 2026 | Apr 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 146 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 118 | 3 | 0.0% | 0.0% | 152 | -187 | -61.31% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 93 | 2 | 0.0% | 0.0% | 155 | -101 | -52.06% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Added to | 83 | 2 | 0.0% | 0.0% | 156 | +1 | 1.22% | Q1 2026 | Apr 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 56 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -163,682 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,366 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,180 | -100.0% | Q1 2026 | Apr 17, 2026 |
| GLOBALT Investments LLC / GA | History | Closed out | 0 | 0 | — | 0.02% | — | -13,083 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,999 | -100.0% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,912 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HF Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,493 | -100.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,242 | -100.0% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,626 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,771 | -100.0% | Q1 2026 | May 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -841 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -693 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -477 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -41 | -97.62% | Q1 2026 | Apr 28, 2026 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3 | 0 | — | — | — | -17 | -85.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 12, 2026 |
| PMV Capital Advisers, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |