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 | No change | 1,430,073 | 43,660 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,120,402 | 34,205 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 997,077 | 30,441 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 803,593 | 24,533 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 780,643 | 23,833 | 15.6% | 15.6% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CNO Financial Group, Inc. | History | No change | 700,000 | 21,371 | 12.24% | 12.24% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 624,490 | 19,065 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 433,914 | 13,247 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 416,658 | 12,720 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 372,859 | 11,383 | 5.6% | 5.6% | 10 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | No change | 266,836 | 8,146 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 265,320 | 8,100 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 257,022 | 7,846 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Asset Strategies, Inc. | History | No change | 250,574 | 7,650 | 0.54% | 0.54% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 181,522 | 5,542 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 176,067 | 5,375 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 174,253 | 5,319 | 0.24% | 0.24% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 164,235 | 5,014 | 1.0% | 1.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 141,343 | 4,315 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 138,140 | 4,217 | 0.55% | 0.55% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sound Income Strategies, LLC | History | No change | 134,336 | 4,101 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 131,391 | 4,011 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 141,339 | 4,005 | 0.72% | 0.65% | 23 | +26,729 | 23.32% | Q3 2026 | Oct 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 122,711 | 3,746 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 116,605 | 3,559 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 111,472 | 3,403 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 110,380 | 3,369 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 105,421 | 3,218 | 0.6% | 0.6% | 28 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 93,171 | 2,844 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 86,975 | 2,644 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investors Research Corp | History | No change | 84,470 | 2,578 | 0.46% | 0.46% | 31 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 79,494 | 2,426 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 78,175 | 2,386 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 67,137 | 2,054 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspetuck Financial Management LLC | History | No change | 55,905 | 1,706 | 1.0% | 1.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 53,187 | 1,623 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 50,729 | 1,548 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 48,155 | 1,473 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 48,275 | 1,473 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FDx Advisors, Inc. | History | No change | 45,286 | 1,383 | 0.42% | 0.42% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44,396 | 1,355 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 41,597 | 1,269 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 41,389 | 1,263 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 38,473 | 1,174 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 37,743 | 1,152 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 36,789 | 1,123 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Insights, Inc. | History | No change | 34,845 | 1,063 | 0.28% | 0.28% | 47 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 33,027 | 1,008 | 0.79% | 0.79% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 31,535 | 962 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 28,368 | 866 | 0.26% | 0.26% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Breachway Investments LLC | History | No change | 27,975 | 854 | 1.29% | 1.29% | 51 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 27,962 | 853 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 26,939 | 822 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 26,493 | 808 | 0.34% | 0.34% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,441 | 807 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 24,718 | 755 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 23,647 | 722 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 22,722 | 693 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 22,593 | 689 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NBT BANK, N.A. | History | No change | 21,916 | 669 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 20,731 | 632 | 0.39% | 0.39% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,751 | 572 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 17,376 | 530 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 16,669 | 508 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlas Private Wealth Advisors | History | No change | 15,532 | 474 | 0.1% | 0.1% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 14,983 | 457 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 14,704 | 448 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 14,469 | 441 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Hilton Capital Management, LLC | History | No change | 13,860 | 423 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequent Planning LLC | History | No change | 13,848 | 422 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,793 | 421 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,842 | 391 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 12,595 | 384 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | No change | 12,604 | 383 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | No change | 12,535 | 382 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPoint Financial, LLC | History | No change | 12,504 | 381 | 0.28% | 0.28% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENLEAF TRUST | History | No change | 12,044 | 367 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 11,895 | 363 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 11,794 | 360 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,448 | 349 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Artemis Wealth Advisors, LLC | History | No change | 11,041 | 337 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,993 | 335 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 10,996 | 335 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 10,000 | 305 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 9,404 | 287 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,177 | 280 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 9,159 | 279 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 8,664 | 264 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bath Savings Trust Co | History | No change | 8,422 | 257 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 8,319 | 253 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wayfinding Financial, LLC | History | No change | 8,211 | 250 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,166 | 249 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,136 | 248 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,100 | 247 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,918 | 241 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sharper & Granite LLC | History | No change | 7,310 | 223 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,280 | 222 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 6,975 | 212 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,074 | 185 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,660 | 172 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 19,030 | 154 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 4,710 | 143 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,159 | 126 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,735 | 114 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,766 | 84 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Napier Financial, LLC | History | No change | 2,780 | 84 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,077 | 63 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,000 | 61 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 2,007 | 61 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,754 | 53 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,620 | 49 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,574 | 48 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,393 | 42 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,299 | 39 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CITY HOLDING CO | History | No change | 1,161 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,152 | 35 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 1,142 | 34 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,087 | 33 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JDM Financial Group LLC | History | No change | 1,065 | 32 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 858 | 26 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 787 | 24 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 798 | 24 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 642 | 19 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 565 | 17 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 584 | 17 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 450 | 13 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 379 | 11 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 300 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 258 | 7 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 226 | 6 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIMA LLC | History | No change | 178 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 171 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 146 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 110 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 124 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 117 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SYM FINANCIAL Corp | History | No change | 89 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 84 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Key Capital Management, INC | History | No change | 92 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Highland Investment Advisors LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 56 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q3 2026 | Oct 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Westfuller Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |