SPDR SERIES TRUST - PSK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,330,133 | 42,151 | 0.01% | 0.01% | 1 | -468,546 | -26.05% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,070,368 | 33,919 | 0.0% | 0.0% | 2 | -200,428 | -15.77% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,063,117 | 33,690 | 0.01% | 0.01% | 3 | -10,685 | -1.0% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 901,400 | 28,566 | 0.0% | — | 4 | +901,400 | New | Q4 2025 | Feb 17, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 780,643 | 24,738 | 15.99% | 16.45% | 5 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CNO Financial Group, Inc. | History | No change | 700,000 | 22,183 | 12.57% | 15.37% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 650,656 | 20,619 | 0.0% | 0.0% | 7 | +382,777 | 142.89% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 602,549 | 19,094 | 0.01% | 0.0% | 8 | +267,573 | 79.88% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 584,623 | 18,526 | 0.01% | 0.01% | 9 | -9,869 | -1.66% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 481,133 | 15,247 | 0.13% | 0.14% | 10 | -47,757 | -9.03% | Q4 2025 | Jan 05, 2026 |
| LPL Financial LLC | History | Added to | 477,119 | 15,119 | 0.0% | 0.0% | 11 | +12,919 | 2.78% | Q4 2025 | Feb 11, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 345,547 | 10,950 | 5.96% | 6.29% | 12 | -16,905 | -4.66% | Q4 2025 | Jan 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 280,794 | 9,280 | 0.03% | 0.03% | 13 | -1 | -0.0% | Q4 2025 | Feb 10, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 229,950 | 7,287 | 1.37% | 1.4% | 14 | +14,622 | 6.79% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 226,841 | 7,188 | 0.0% | 0.0% | 15 | -10,823 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | New | 189,721 | 6,012 | 0.31% | — | 16 | +189,721 | New | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 178,507 | 5,656 | 0.01% | 0.01% | 17 | -47,369 | -20.97% | Q4 2025 | Feb 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 163,682 | 5,187 | 0.04% | — | 18 | +163,682 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 143,269 | 4,637 | 0.22% | 0.27% | 19 | -7,359 | -4.89% | Q4 2025 | Jan 21, 2026 |
| Crews Bank & Trust | History | Reduced | 138,280 | 4,382 | 0.63% | 0.88% | 20 | -43,641 | -23.99% | Q4 2025 | Jan 21, 2026 |
| Midwest Trust Co | History | Reduced | 136,052 | 4,311 | 0.05% | 0.07% | 21 | -19,941 | -12.78% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 118,970 | 3,977 | 0.02% | 0.02% | 22 | +1,205 | 1.02% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 121,853 | 3,861 | 0.02% | — | 23 | +121,853 | New | Q4 2025 | Feb 05, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 115,440 | 3,706 | 0.83% | 1.25% | 24 | -36,741 | -24.14% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 112,681 | 3,570 | 0.0% | 0.0% | 25 | +19,660 | 21.14% | Q4 2025 | Feb 17, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 110,271 | 3,494 | 0.79% | 0.85% | 26 | -1,392 | -1.25% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 108,278 | 3,431 | 0.0% | 0.0% | 27 | -465 | -0.43% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 105,106 | 3,330 | 0.0% | 0.0% | 28 | -4,327 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 95,167 | 3,015 | 0.62% | 0.57% | 29 | +15,377 | 19.27% | Q4 2025 | Jan 05, 2026 |
| Investors Research Corp | History | Reduced | 90,729 | 2,875 | 0.53% | 0.57% | 30 | -1,862 | -2.01% | Q4 2025 | Jan 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 86,564 | 2,767 | 0.0% | 0.0% | 31 | +2,894 | 3.46% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 82,748 | 2,622 | 0.0% | 0.0% | 32 | +702 | 0.86% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 82,199 | 2,604 | 0.1% | 0.26% | 33 | -114,808 | -58.28% | Q4 2025 | Jan 29, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 61,951 | 1,961 | 0.19% | 0.19% | 34 | +2,750 | 4.65% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 60,238 | 1,908 | 0.07% | 0.0% | 35 | +60,143 | 63308.42% | Q4 2025 | Feb 04, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 55,715 | 1,765 | 1.19% | 1.31% | 36 | -1,955 | -3.39% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 55,291 | 1,752 | 0.01% | 0.01% | 37 | -1,428 | -2.52% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 50,891 | 1,612 | 0.0% | 0.0% | 38 | +39,068 | 330.44% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,420 | 1,471 | 0.01% | 0.01% | 39 | +3,203 | 7.41% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,908 | 1,454 | 0.0% | 0.0% | 40 | +28,533 | 164.22% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 43,937 | 1,392 | 0.0% | 0.0% | 41 | -11,719 | -21.06% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,652 | 1,383 | 0.0% | 0.0% | 42 | +23,328 | 114.78% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 40,352 | 1,278 | 0.0% | 0.0% | 43 | -1,877 | -4.44% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 40,262 | 1,275 | 0.03% | 0.03% | 44 | -1,044 | -2.53% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 40,048 | 1,269 | 0.08% | 0.08% | 45 | +3,367 | 9.18% | Q4 2025 | Feb 18, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 38,387 | 1,216 | 0.28% | 0.39% | 46 | -9,208 | -19.35% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 38,366 | 1,215 | 0.0% | 0.0% | 47 | +5,609 | 17.12% | Q4 2025 | Feb 06, 2026 |
| GREENLEAF TRUST | History | Reduced | 37,096 | 1,175 | 0.01% | 0.01% | 48 | -65 | -0.17% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,829 | 1,040 | 0.0% | 0.0% | 49 | -476 | -1.43% | Q4 2025 | Feb 05, 2026 |
| XML Financial, LLC | History | Added to | 32,526 | 1,030 | 0.08% | 0.08% | 50 | +3,401 | 11.68% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 31,972 | 1,013 | 0.0% | 0.0% | 51 | -15,228 | -32.26% | Q4 2025 | Feb 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 31,535 | 999 | 0.11% | 0.13% | 52 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | New | 31,180 | 988 | 0.02% | — | 53 | +31,180 | New | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 30,907 | 979 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,723 | 973 | 0.0% | 0.0% | 55 | +6,613 | 27.43% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Added to | 27,619 | 875 | 0.29% | 0.13% | 56 | +15,691 | 131.55% | Q4 2025 | Mar 31, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 25,814 | 818 | 0.3% | — | 57 | +25,814 | New | Q4 2025 | Mar 26, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 25,562 | 810 | 0.05% | 0.07% | 58 | -5,218 | -16.95% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,431 | 805 | 0.0% | 0.0% | 59 | +636 | 2.57% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Reduced | 24,779 | 785 | 0.0% | 0.0% | 60 | -4 | -0.02% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 24,128 | 764 | 0.14% | 0.01% | 61 | -689 | -2.78% | Q4 2025 | Mar 04, 2026 |
| Breachway Investments LLC | History | New | 23,691 | 750 | 0.79% | — | 62 | +23,691 | New | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Added to | 22,582 | 715 | 0.06% | 0.06% | 63 | +683 | 3.12% | Q4 2025 | Jan 05, 2026 |
| NBT BANK N A /NY | History | Reduced | 21,916 | 694 | 0.04% | 0.05% | 64 | -300 | -1.35% | Q4 2025 | Jan 23, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 21,300 | 674 | 0.28% | — | 65 | +21,300 | New | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 20,877 | 661 | 0.04% | 0.05% | 66 | -1,206 | -5.46% | Q4 2025 | Jan 23, 2026 |
| Bath Savings Trust Co | History | Reduced | 20,137 | 638 | 0.06% | 0.1% | 67 | -11,124 | -35.58% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 20,111 | 637 | 0.44% | 0.5% | 68 | +719 | 3.71% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 19,270 | 610 | 0.1% | — | 69 | +19,270 | New | Q4 2025 | Feb 12, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 19,030 | 604 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,607 | 557 | 0.0% | 0.0% | 71 | +3,466 | 24.51% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Reduced | 16,314 | 516 | 0.02% | 0.03% | 72 | -627 | -3.7% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 13,522 | 428 | 0.0% | 0.0% | 73 | +2,601 | 23.82% | Q4 2025 | Jan 30, 2026 |
| Sharper & Granite LLC | History | Reduced | 13,530 | 428 | 0.15% | 0.18% | 74 | -1,545 | -10.25% | Q4 2025 | Jan 27, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 13,294 | 421 | 0.16% | 0.16% | 75 | -162 | -1.2% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,270 | 420 | 0.04% | 0.04% | 76 | +569 | 4.48% | Q4 2025 | Jan 26, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 13,083 | 414 | 0.02% | 0.02% | 77 | -462 | -3.41% | Q4 2025 | Feb 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 13,063 | 413 | 0.04% | 0.05% | 78 | -10 | -0.08% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 13,013 | 412 | 0.0% | 0.0% | 79 | +482 | 3.85% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 12,999 | 411 | 0.0% | — | 80 | +12,999 | New | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 12,929 | 409 | 0.01% | 0.01% | 81 | -6,117 | -32.12% | Q4 2025 | Feb 03, 2026 |
| Wedmont Private Capital | History | Added to | 12,178 | 390 | 0.01% | 0.01% | 82 | +204 | 1.7% | Q4 2025 | Jan 08, 2026 |
| Sequent Planning LLC | History | Reduced | 12,013 | 380 | 0.1% | 0.13% | 83 | -1,940 | -13.9% | Q4 2025 | Feb 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 11,750 | 372 | 0.06% | 0.07% | 84 | +73 | 0.63% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,242 | 356 | 0.0% | 0.0% | 85 | -4,945 | -30.55% | Q4 2025 | Feb 12, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 10,752 | 340 | 0.05% | 0.04% | 86 | +220 | 2.09% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 10,000 | 316 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 9,912 | 314 | 0.11% | — | 88 | +9,912 | New | Q4 2025 | Feb 03, 2026 |
| TD Capital Management LLC | History | Added to | 9,144 | 289 | 0.03% | 0.03% | 89 | +23 | 0.25% | Q4 2025 | Feb 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,901 | 282 | 0.0% | 0.0% | 90 | +959 | 12.08% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 8,770 | 277 | 0.0% | 0.01% | 91 | -2,703 | -23.56% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 8,384 | 265 | 0.0% | 0.0% | 92 | -4,802 | -36.42% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 8,201 | 259 | 0.02% | 0.02% | 93 | +1,135 | 16.06% | Q4 2025 | Jan 20, 2026 |
| WealthPoint Financial, LLC | History | New | 8,168 | 258 | 0.22% | — | 95 | +8,168 | New | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,151 | 258 | 0.0% | 0.0% | 94 | -5,424 | -39.96% | Q4 2025 | Feb 18, 2026 |
| FORM Wealth Advisors, LLC | History | New | 8,085 | 256 | 0.03% | — | 97 | +8,085 | New | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,100 | 256 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,845 | 248 | 0.0% | 0.0% | 99 | -1,313 | -14.34% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,843 | 248 | 0.0% | 0.0% | 98 | +955 | 13.86% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 7,732 | 245 | 0.0% | 0.0% | 100 | +459 | 6.31% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,641 | 242 | 0.0% | 0.0% | 101 | -1,175 | -13.33% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,645 | 242 | 0.01% | 0.01% | 102 | +48 | 0.63% | Q4 2025 | Feb 12, 2026 |
| Amicus Financial Advisors, LLC | History | New | 7,586 | 240 | 0.07% | — | 103 | +7,586 | New | Q4 2025 | Mar 02, 2026 |
| HF Advisory Group, LLC | History | Added to | 7,493 | 237 | 0.08% | 0.09% | 104 | +304 | 4.23% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,360 | 233 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Crumly & Associates Inc. | History | No change | 7,368 | 233 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,242 | 229 | 0.0% | — | 107 | +7,242 | New | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,956 | 220 | 0.0% | 0.0% | 108 | -1,502 | -17.76% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,749 | 213 | 0.0% | 0.0% | 109 | -1,864 | -21.64% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,626 | 210 | 0.0% | 0.0% | 110 | +55 | 0.84% | Q4 2025 | Feb 09, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 6,501 | 206 | 0.09% | 0.1% | 111 | -743 | -10.26% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 5,979 | 189 | 0.0% | 0.0% | 112 | +4,103 | 218.71% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 5,785 | 183 | 0.04% | 0.05% | 113 | -908 | -13.57% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,624 | 178 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,050 | 160 | 0.0% | 0.0% | 115 | +44 | 0.88% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 4,687 | 148 | 0.0% | 0.0% | 116 | +3,538 | 307.92% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,185 | 132 | 0.01% | — | 117 | +4,185 | New | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,771 | 87 | 0.0% | 0.0% | 118 | +15 | 0.54% | Q4 2025 | Feb 11, 2026 |
| WFA of San Diego, LLC | History | No change | 2,649 | 83 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,608 | 82 | 0.0% | 0.0% | 120 | +2,218 | 568.72% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,298 | 72 | 0.0% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,007 | 63 | 0.0% | 0.0% | 123 | +41 | 2.09% | Q4 2025 | Feb 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,000 | 63 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,789 | 56 | 0.02% | 0.03% | 124 | +1,327 | 287.23% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,730 | 54 | 0.0% | 0.0% | 125 | +64 | 3.84% | Q4 2025 | Jan 29, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,620 | 51 | 0.01% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,502 | 47 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JDM Financial Group LLC | History | No change | 1,350 | 42 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,299 | 41 | 0.0% | 0.0% | 129 | -185 | -12.47% | Q4 2025 | Jan 13, 2026 |
| Key FInancial Inc | History | Reduced | 1,291 | 40 | 0.01% | 0.01% | 130 | -327 | -20.21% | Q4 2025 | Feb 09, 2026 |
| CITY HOLDING CO | History | New | 1,161 | 36 | 0.0% | — | 131 | +1,161 | New | Q4 2025 | Jan 22, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,158 | 36 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,090 | 34 | 0.0% | 0.0% | 133 | -210 | -16.15% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,087 | 34 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 853 | 27 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 841 | 26 | 0.01% | 0.03% | 136 | -573 | -40.52% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 771 | 24 | 0.0% | 0.0% | 137 | +701 | 1001.43% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 693 | 21 | 0.0% | — | 138 | +693 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 590 | 18 | 0.0% | — | 139 | +590 | New | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 477 | 15 | 0.01% | — | 141 | +477 | New | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | No change | 500 | 15 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Triumph Capital Management | History | New | 464 | 14 | 0.0% | — | 143 | +464 | New | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 455 | 14 | 0.01% | 0.0% | 144 | +34 | 8.08% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 450 | 14 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 305 | 9 | 0.0% | — | 146 | +305 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | No change | 300 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 228 | 7 | 0.0% | 0.0% | 147 | -257 | -52.99% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 194 | 6 | 0.0% | 0.0% | 148 | -2 | -1.02% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 187 | 5 | 0.0% | — | 150 | +187 | New | Q4 2025 | Feb 19, 2026 |
| Hilltop National Bank | History | New | 175 | 5 | 0.0% | — | 149 | +175 | New | Q4 2025 | Jan 07, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 151 | 4 | 0.0% | 0.0% | 151 | +4 | 2.72% | Q4 2025 | Jan 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 146 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 95 | 3 | 0.0% | 0.0% | 155 | -35 | -26.92% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 73 | 2 | 0.0% | 0.05% | 157 | -2,120 | -96.67% | Q4 2025 | Mar 12, 2026 |
| Costello Asset Management, INC | History | Added to | 82 | 2 | 0.0% | 0.0% | 156 | +2 | 2.5% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Added to | 29 | 1 | 0.0% | 0.0% | 159 | +1 | 3.57% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 42 | 1 | 0.0% | 0.0% | 162 | +1 | 2.44% | Q4 2025 | Jan 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 56 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wiser Advisor Group LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -75,693 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.58% | — | -59,189 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Barry Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -56,296 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.12% | — | -22,766 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,273 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,875 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Mokosak Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,785 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,329 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,700 | -100.0% | Q3 2025 | Nov 17, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -554 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -547 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Newbridge Financial Services Group, Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |