SPDR SERIES TRUST - QUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 2,056,355 | 352,952 | 0.39% | 0.4% | 1 | +23,841 | 1.17% | Q1 2026 | May 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 544,403 | 94,826 | 13.69% | 13.69% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | Added to | 541,590 | 92,958 | 6.29% | 6.15% | 3 | +14,543 | 2.76% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 352,798 | 60,554 | 0.02% | 0.02% | 4 | +19,748 | 5.93% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 317,764 | 54,540 | 4.35% | 4.1% | 5 | +19,422 | 6.51% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 268,245 | 46,041 | 0.22% | 0.24% | 6 | -22,181 | -7.64% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 220,498 | 37,846 | 0.0% | 0.0% | 7 | -168,610 | -43.33% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 213,361 | 36,621 | 0.01% | 0.01% | 8 | +16,560 | 8.41% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 203,948 | 35,000 | 0.01% | 0.01% | 9 | +5,518 | 2.78% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 168,022 | 28,839 | 2.02% | 1.57% | 10 | -1,776 | -1.05% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 125,070 | 21,467 | 0.0% | 0.0% | 11 | -39,756 | -24.12% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 106,132 | 18,216 | 0.74% | 0.67% | 12 | -2,413 | -2.22% | Q1 2026 | Apr 27, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 84,481 | 14,500 | 2.68% | 2.71% | 13 | -614 | -0.72% | Q1 2026 | Apr 27, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 73,994 | 12,700 | 5.9% | 5.83% | 14 | +3,133 | 4.42% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 73,503 | 12,616 | 1.21% | 1.26% | 15 | +1,192 | 1.65% | Q1 2026 | Apr 22, 2026 |
| American Money Management, LLC | History | Added to | 69,812 | 11,982 | 1.9% | 1.85% | 16 | +2,138 | 3.16% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,324 | 11,555 | 0.0% | 0.0% | 17 | -1,005 | -1.47% | Q1 2026 | May 15, 2026 |
| Marotta Asset Management | History | Added to | 66,803 | 11,506 | 2.12% | 1.86% | 18 | +9,232 | 16.04% | Q1 2026 | Apr 27, 2026 |
| Eagle Strategies LLC | History | Reduced | 58,040 | 9,961 | 1.19% | 1.35% | 19 | -2,562 | -4.23% | Q1 2026 | Apr 20, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 56,836 | 9,755 | 1.73% | 5.88% | 20 | -121,710 | -68.17% | Q1 2026 | Apr 27, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 55,742 | 9,567 | 2.48% | 2.41% | 21 | -569 | -1.01% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | New | 43,811 | 7,519 | 0.1% | — | 22 | +43,811 | New | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 43,559 | 7,476 | 1.15% | 1.2% | 23 | -327 | -0.75% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 43,272 | 7,427 | 0.0% | 0.0% | 24 | +7,341 | 20.43% | Q1 2026 | May 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 42,357 | 7,270 | 1.31% | 1.83% | 25 | +3,339 | 8.56% | Q1 2026 | May 01, 2026 |
| AlTi Global, Inc. | History | Reduced | 39,717 | 6,817 | 0.15% | 0.15% | 26 | -6 | -0.02% | Q1 2026 | May 07, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 37,262 | 6,395 | 2.13% | 2.2% | 27 | -989 | -2.59% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,498 | 5,788 | 0.01% | 0.01% | 28 | -16,352 | -32.8% | Q1 2026 | Apr 08, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 30,628 | 5,256 | 0.74% | 0.77% | 29 | -2,728 | -8.18% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,260 | 5,194 | 0.01% | 0.02% | 30 | -16,278 | -34.98% | Q1 2026 | Apr 30, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 29,424 | 5,050 | 0.68% | 0.85% | 31 | -9,092 | -23.61% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 29,260 | 5,022 | 0.23% | 0.26% | 32 | +1,636 | 5.92% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 27,663 | 4,748 | 0.01% | 0.01% | 33 | -757 | -2.66% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 26,405 | 4,532 | 0.01% | 0.01% | 34 | -2,393 | -8.31% | Q1 2026 | May 15, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 25,881 | 4,442 | 1.89% | 1.61% | 35 | +3,273 | 14.48% | Q1 2026 | May 08, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 24,867 | 4,268 | 1.68% | 1.87% | 36 | -2,326 | -8.55% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 24,695 | 4,238 | 0.1% | 0.11% | 37 | -913 | -3.57% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,395 | 3,672 | 0.01% | 0.0% | 38 | -67 | -0.31% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 21,318 | 3,659 | 1.58% | 0.89% | 39 | +9,475 | 80.01% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 19,897 | 3,415 | 0.19% | 0.2% | 40 | -70 | -0.35% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,337 | 2,975 | 0.01% | 0.01% | 41 | -353 | -2.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 15,585 | 2,674 | 0.12% | 0.13% | 42 | -564 | -3.49% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,484 | 2,314 | 0.18% | 0.17% | 43 | +115 | 0.86% | Q1 2026 | Apr 23, 2026 |
| Warner Group LLC | History | Reduced | 12,902 | 2,214 | 1.45% | 1.4% | 44 | -119 | -0.91% | Q1 2026 | Apr 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 12,145 | 2,084 | 0.13% | 0.13% | 45 | -304 | -2.44% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 11,850 | 2,033 | 0.2% | 0.35% | 46 | -4,211 | -26.22% | Q1 2026 | Apr 06, 2026 |
| Allred Capital Management, LLC | History | Added to | 11,001 | 1,888 | 0.69% | 0.68% | 47 | +224 | 2.08% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Reduced | 10,824 | 1,857 | 0.08% | 0.09% | 48 | -253 | -2.28% | Q1 2026 | May 08, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,734 | 1,842 | 0.2% | 0.21% | 49 | -36 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,349 | 1,776 | 0.0% | 0.0% | 50 | -36 | -0.35% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 10,278 | 1,764 | 0.1% | 0.04% | 51 | +6,486 | 171.04% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,074 | 1,729 | 0.0% | — | 52 | +10,074 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,751 | 1,673 | 0.0% | — | 53 | +9,751 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | New | 9,439 | 1,620 | 0.03% | — | 54 | +9,439 | New | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,040 | 1,551 | 0.02% | 0.02% | 55 | +1,139 | 14.42% | Q1 2026 | Apr 28, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,681 | 1,489 | 0.22% | 0.23% | 56 | -89 | -1.01% | Q1 2026 | Apr 16, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 8,654 | 1,485 | 0.88% | 7.83% | 57 | -70,874 | -89.12% | Q1 2026 | Apr 29, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 8,548 | 1,467 | 0.58% | 0.6% | 58 | -40 | -0.47% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,235 | 1,413 | 0.0% | 0.0% | 59 | +880 | 11.96% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 8,151 | 1,399 | 0.3% | 0.33% | 60 | -620 | -7.07% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,978 | 1,369 | 0.04% | 0.05% | 61 | -754 | -8.63% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,520 | 1,290 | 0.01% | 0.01% | 62 | +1,622 | 27.5% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,282 | 1,249 | 0.06% | 0.07% | 63 | -82 | -1.11% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,141 | 1,225 | 0.03% | 0.03% | 64 | -411 | -5.44% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 6,777 | 1,163 | 0.02% | 0.02% | 65 | -754 | -10.01% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 6,324 | 1,085 | 0.09% | 0.09% | 66 | -73 | -1.14% | Q1 2026 | Apr 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,301 | 1,081 | 0.12% | 0.12% | 67 | -21 | -0.33% | Q1 2026 | Apr 16, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 6,294 | 1,080 | 0.65% | 0.65% | 68 | -20 | -0.32% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 6,219 | 1,067 | 0.01% | — | 69 | +6,219 | New | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,453 | 935 | 0.03% | 0.03% | 70 | -93 | -1.68% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 5,290 | 907 | 0.61% | 0.63% | 71 | -105 | -1.95% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,989 | 856 | 0.03% | — | 72 | +4,989 | New | Q1 2026 | Apr 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 4,965 | 852 | 0.14% | 0.31% | 73 | -6,108 | -55.16% | Q1 2026 | Apr 22, 2026 |
| Detalus Advisors, LLC | History | No change | 4,924 | 845 | 0.19% | 0.21% | 74 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,825 | 828 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,817 | 826 | 0.0% | — | 76 | +4,817 | New | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 4,534 | 778 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 4,157 | 760 | 0.02% | 0.03% | 78 | +648 | 18.47% | Q1 2026 | May 14, 2026 |
| Alpha Zero LLC | History | No change | 4,389 | 753 | 0.38% | 0.42% | 79 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | No change | 4,359 | 748 | 0.05% | 0.06% | 80 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Apollon Financial, LLC | History | No change | 4,350 | 746 | 0.1% | 0.11% | 81 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,978 | 670 | 0.0% | 0.0% | 82 | +645 | 19.35% | Q1 2026 | May 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 3,787 | 650 | 0.03% | 0.03% | 83 | -95 | -2.45% | Q1 2026 | Apr 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3,651 | 626 | 0.5% | 0.5% | 84 | -5 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,639 | 624 | 0.02% | — | 85 | +3,639 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,496 | 600 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,483 | 597 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 3,452 | 592 | 0.16% | 0.17% | 88 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Opulen Financial Group LLC | History | No change | 3,384 | 580 | 0.41% | 0.43% | 89 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,346 | 574 | 0.0% | 0.0% | 90 | -250 | -6.95% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 3,346 | 574 | 0.23% | 0.26% | 91 | -250 | -6.95% | Q1 2026 | Apr 23, 2026 |
| Avant Capital LLC | History | No change | 3,316 | 569 | 0.4% | 0.4% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,301 | 566 | 0.02% | 0.02% | 93 | -333 | -9.16% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,222 | 553 | 0.0% | 0.0% | 94 | +276 | 9.37% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 2,996 | 514 | 0.0% | 0.0% | 95 | -163 | -5.16% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,959 | 507 | 0.0% | 0.0% | 96 | -70 | -2.31% | Q1 2026 | May 05, 2026 |
| January Capital Advisors LLC | History | New | 2,949 | 506 | 0.68% | — | 97 | +2,949 | New | Q1 2026 | May 20, 2026 |
| SK Wealth Management, LLC | History | No change | 2,799 | 485 | 0.13% | 0.14% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,798 | 480 | 0.0% | 0.0% | 99 | -8,159 | -74.46% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,753 | 472 | 0.0% | 0.0% | 101 | -650 | -19.1% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 2,752 | 472 | 0.04% | 0.05% | 100 | -317 | -10.33% | Q1 2026 | May 19, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,511 | 453 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| True North Advisors, LLC | History | No change | 2,593 | 445 | 0.05% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Balance Wealth, LLC | History | Added to | 2,590 | 444 | 0.14% | 0.12% | 104 | +490 | 23.33% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,577 | 442 | 0.02% | 0.02% | 105 | -15 | -0.58% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,548 | 437 | 0.0% | 0.0% | 106 | -290 | -10.22% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 2,415 | 420 | 0.0% | — | 107 | +2,415 | New | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | New | 2,444 | 419 | 0.12% | — | 108 | +2,444 | New | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,421 | 415 | 0.0% | 0.0% | 109 | +21 | 0.88% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 2,348 | 403 | 0.02% | 0.02% | 110 | +261 | 12.51% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,194 | 376 | 0.02% | 0.02% | 111 | -264 | -10.74% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 2,152 | 369 | 0.0% | 0.0% | 112 | +512 | 31.22% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | New | 2,126 | 364 | 0.0% | — | 113 | +2,126 | New | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 2,115 | 363 | 0.17% | 0.13% | 114 | +35 | 1.68% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,068 | 354 | 0.0% | 0.0% | 115 | +376 | 22.22% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | No change | 2,033 | 349 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 1,979 | 339 | 0.01% | 0.01% | 117 | -459 | -18.83% | Q1 2026 | Apr 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 1,821 | 312 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,804 | 309 | 0.18% | — | 121 | +1,804 | New | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,802 | 309 | 0.17% | 0.14% | 119 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,806 | 309 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,787 | 306 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 1,766 | 303 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 1,751 | 300 | 0.27% | 0.31% | 124 | -38 | -2.12% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,746 | 299 | 0.0% | — | 126 | +1,746 | New | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,747 | 299 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 1,630 | 279 | 0.04% | 0.04% | 127 | +26 | 1.62% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | No change | 1,601 | 274 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | No change | 1,600 | 274 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 1,582 | 271 | 0.02% | 0.02% | 130 | +1 | 0.06% | Q1 2026 | May 05, 2026 |
| Values Added Financial LLC | History | No change | 1,581 | 271 | 0.11% | 0.12% | 131 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 1,540 | 264 | 0.17% | 0.25% | 132 | -367 | -19.24% | Q1 2026 | Apr 28, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 1,542 | 264 | 0.2% | 0.22% | 133 | -197 | -11.33% | Q1 2026 | Apr 17, 2026 |
| Lynx Investment Advisory | History | Reduced | 1,494 | 256 | 0.12% | 0.18% | 134 | -432 | -22.43% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | No change | 1,466 | 251 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,461 | 250 | 0.01% | 0.01% | 136 | -316 | -17.78% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,427 | 244 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,437 | 242 | 0.02% | 0.01% | 138 | -9 | -0.62% | Q1 2026 | Apr 24, 2026 |
| Montis Financial, LLC | History | No change | 1,409 | 241 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,338 | 229 | 0.0% | 0.0% | 140 | -650 | -32.7% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisory | History | Reduced | 1,308 | 224 | 0.11% | 0.13% | 142 | -193 | -12.86% | Q1 2026 | Apr 24, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 1,306 | 224 | 0.35% | 0.41% | 141 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | New | 1,304 | 223 | 0.0% | — | 144 | +1,304 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | No change | 1,300 | 223 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 1,296 | 222 | 0.1% | 0.1% | 145 | +2 | 0.15% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,272 | 218 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | No change | 1,205 | 212 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Creative Planning | History | New | 1,225 | 210 | 0.0% | — | 148 | +1,225 | New | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 1,200 | 209 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,193 | 204 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Maia Wealth LLC | History | No change | 1,188 | 203 | 0.03% | 0.04% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clark Asset Management, LLC | History | No change | 1,180 | 202 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,157 | 198 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,128 | 193 | 0.0% | 0.01% | 154 | -110 | -8.89% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,043 | 181 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,060 | 178 | 0.0% | — | 156 | +1,060 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,006 | 172 | 0.01% | — | 157 | +1,006 | New | Q1 2026 | May 19, 2026 |
| UBS Group AG | History | Added to | 952 | 163 | 0.0% | 0.0% | 158 | +318 | 50.16% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 944 | 162 | 0.0% | — | 159 | +944 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 800 | 137 | 0.0% | — | 160 | +800 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | New | 643 | 110 | 0.0% | — | 161 | +643 | New | Q1 2026 | May 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 450 | 77 | 0.06% | — | 163 | +450 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | No change | 450 | 77 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 423 | 72 | 0.0% | 0.0% | 164 | -1,051 | -71.3% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 418 | 71 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westend Capital Management, LLC | History | New | 409 | 70 | 0.02% | — | 166 | +409 | New | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 360 | 61 | 0.0% | 0.0% | 167 | +10 | 2.86% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 318 | 54 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 250 | 42 | 0.0% | — | 169 | +250 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 222 | 38 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 218 | 37 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Accordant Advisory Group Inc | History | New | 204 | 35 | 0.02% | — | 172 | +204 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | No change | 200 | 34 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 179 | 30 | 0.0% | — | 174 | +179 | New | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 154 | 26 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of New Hampshire | History | No change | 155 | 26 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 148 | 25 | 0.0% | 0.0% | 177 | -21 | -12.43% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 135 | 23 | 0.0% | — | 179 | +135 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 138 | 23 | 0.0% | 0.0% | 178 | +3 | 2.22% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 125 | 21 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 116 | 19 | 0.0% | — | 182 | +116 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 116 | 19 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 98 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tower View Wealth Management LLC | History | No change | 61 | 10 | 0.01% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | New | 51 | 8 | 0.0% | — | 185 | +51 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43 | 7 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 25 | 4 | 0.0% | 0.0% | 187 | -5 | -16.67% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 22 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 16 | 2 | 0.0% | — | 191 | +16 | New | Q1 2026 | May 13, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -119,933 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,532 | -100.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.13% | — | -11,137 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,900 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,978 | -100.0% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,856 | -100.0% | Q1 2026 | Apr 08, 2026 |
| THEORY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,899 | -100.0% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,894 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,870 | -100.0% | Q1 2026 | May 04, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,660 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,451 | -100.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,360 | -100.0% | Q1 2026 | May 12, 2026 |
| YHB Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,308 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,102 | -100.0% | Q1 2026 | May 14, 2026 |
| Knuff & Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -188 | -100.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | May 14, 2026 |