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 | Reduced | 2,032,514 | 353,495 | 0.4% | 0.57% | 1 | -28,389 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 544,403 | 94,826 | 13.69% | 14.76% | 2 | -12,805 | -2.3% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | Added to | 527,047 | 91,803 | 6.15% | 6.22% | 3 | +3,069 | 0.59% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 389,108 | 67,776 | 0.0% | 0.0% | 4 | -5,548 | -1.41% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 333,050 | 58,012 | 0.02% | 0.02% | 5 | +23,402 | 7.56% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 298,342 | 51,966 | 4.1% | 3.73% | 6 | +34,342 | 13.01% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 290,426 | 50,588 | 0.24% | 0.25% | 7 | -5,915 | -2.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 198,430 | 34,582 | 0.01% | 0.01% | 8 | +18,736 | 10.43% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 196,801 | 34,279 | 0.01% | 0.01% | 9 | -25,999 | -11.67% | Q4 2025 | Feb 10, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 178,546 | 31,099 | 5.88% | 5.82% | 10 | +4,057 | 2.33% | Q4 2025 | Feb 04, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 169,798 | 29,576 | 1.57% | 1.67% | 11 | -802 | -0.47% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 164,826 | 28,710 | 0.0% | 0.0% | 12 | -80,867 | -32.91% | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Inc. | History | Added to | 119,933 | 20,890 | 0.27% | 0.15% | 13 | +55,112 | 85.02% | Q4 2025 | Jan 23, 2026 |
| BIP Wealth, LLC | History | New | 108,545 | 18,906 | 0.67% | — | 14 | +108,545 | New | Q4 2025 | Jan 21, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 85,095 | 14,822 | 2.71% | 2.86% | 15 | -3,809 | -4.28% | Q4 2025 | Jan 26, 2026 |
| Presper Financial Architects, LLC | History | Added to | 79,528 | 13,852 | 7.83% | 7.71% | 16 | +1,889 | 2.43% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 72,311 | 12,595 | 1.26% | 1.44% | 17 | -7,166 | -9.02% | Q4 2025 | Feb 11, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 70,861 | 12,343 | 5.83% | 6.06% | 18 | +863 | 1.23% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 68,329 | 11,902 | 0.0% | — | 19 | +68,329 | New | Q4 2025 | Feb 17, 2026 |
| American Money Management, LLC | History | Added to | 67,674 | 11,787 | 1.85% | 1.88% | 20 | +1,774 | 2.69% | Q4 2025 | Feb 10, 2026 |
| Eagle Strategies LLC | History | Reduced | 60,602 | 10,555 | 1.35% | 1.42% | 21 | -1,561 | -2.51% | Q4 2025 | Jan 23, 2026 |
| Marotta Asset Management | History | Added to | 57,571 | 10,028 | 1.86% | 1.75% | 22 | +3,320 | 6.12% | Q4 2025 | Jan 07, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 56,311 | 9,808 | 2.41% | 2.25% | 23 | +3,437 | 6.5% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,850 | 8,818 | 0.01% | 0.01% | 24 | -626 | -1.24% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,538 | 8,106 | 0.02% | 0.02% | 25 | -5,479 | -10.53% | Q4 2025 | Feb 05, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 43,886 | 7,644 | 1.2% | 1.22% | 26 | -626 | -1.41% | Q4 2025 | Feb 11, 2026 |
| AlTi Global, Inc. | History | Added to | 39,723 | 6,919 | 0.15% | 0.15% | 27 | +2,628 | 7.08% | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 39,018 | 6,796 | 1.83% | 1.69% | 28 | +5,679 | 17.03% | Q4 2025 | Feb 09, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 38,516 | 6,708 | 0.85% | 1.1% | 29 | -11,374 | -22.8% | Q4 2025 | Jan 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 38,251 | 6,662 | 2.2% | 2.14% | 30 | +2,383 | 6.64% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 36,532 | 6,363 | 0.02% | 0.03% | 31 | -47 | -0.13% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 35,931 | 6,258 | 0.0% | 0.0% | 32 | +3,233 | 9.89% | Q4 2025 | Feb 18, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 33,356 | 5,810 | 0.77% | 0.9% | 33 | -7,562 | -18.48% | Q4 2025 | Jan 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 28,798 | 5,016 | 0.01% | 0.01% | 34 | -683 | -2.32% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 28,420 | 4,950 | 0.01% | 0.01% | 35 | +881 | 3.2% | Q4 2025 | Feb 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 27,624 | 4,811 | 0.26% | 0.28% | 36 | -930 | -3.26% | Q4 2025 | Jan 13, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 27,193 | 4,736 | 1.87% | 2.12% | 37 | -518 | -1.87% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,608 | 4,460 | 0.11% | 0.16% | 38 | -13,858 | -35.11% | Q4 2025 | Feb 13, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 22,608 | 3,937 | 1.61% | 1.51% | 39 | +530 | 2.4% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,462 | 3,738 | 0.0% | 0.01% | 40 | -6,692 | -23.77% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 19,967 | 3,477 | 0.2% | 0.21% | 41 | -78 | -0.39% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,690 | 3,081 | 0.01% | 0.01% | 42 | +76 | 0.43% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 16,149 | 2,813 | 0.13% | 0.19% | 43 | -9,866 | -37.92% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 16,061 | 2,797 | 0.35% | 0.37% | 44 | +34 | 0.21% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,369 | 2,328 | 0.17% | 0.17% | 45 | +993 | 8.02% | Q4 2025 | Jan 07, 2026 |
| Warner Group LLC | History | Reduced | 13,021 | 2,268 | 1.4% | 1.56% | 46 | -245 | -1.85% | Q4 2025 | Feb 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 12,449 | 2,168 | 0.13% | 0.13% | 47 | +82 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 11,843 | 2,062 | 0.89% | 0.85% | 48 | +1,032 | 9.55% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,137 | 1,953 | 0.13% | 0.1% | 49 | +3,198 | 40.28% | Q4 2025 | Jan 15, 2026 |
| McAdam, LLC | History | Reduced | 11,077 | 1,929 | 0.09% | 0.09% | 50 | -37 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 11,073 | 1,928 | 0.31% | 0.31% | 51 | +43 | 0.39% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,957 | 1,908 | 0.0% | 0.0% | 52 | -9,279 | -45.85% | Q4 2025 | Mar 25, 2026 |
| Allred Capital Management, LLC | History | Added to | 10,777 | 1,877 | 0.68% | 0.63% | 53 | +173 | 1.63% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,770 | 1,875 | 0.21% | 0.23% | 54 | -57 | -0.53% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,385 | 1,808 | 0.0% | 0.0% | 55 | -262 | -2.46% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,900 | 1,550 | 0.0% | 0.01% | 56 | -45,600 | -83.67% | Q4 2025 | Feb 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,770 | 1,527 | 0.23% | 0.24% | 58 | -79 | -0.89% | Q4 2025 | Jan 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 8,771 | 1,527 | 0.33% | 0.33% | 57 | +71 | 0.82% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,732 | 1,521 | 0.05% | 0.05% | 59 | -97 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 8,588 | 1,495 | 0.6% | — | 60 | +8,588 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,901 | 1,376 | 0.02% | 0.02% | 61 | -28 | -0.35% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 7,552 | 1,315 | 0.03% | 0.01% | 62 | +6,020 | 392.95% | Q4 2025 | Feb 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 7,531 | 1,311 | 0.02% | 0.02% | 63 | +1,133 | 17.71% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,364 | 1,282 | 0.07% | 0.07% | 64 | -291 | -3.8% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,355 | 1,281 | 0.0% | 0.0% | 65 | -422 | -5.43% | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,978 | 1,215 | 0.03% | — | 66 | +6,978 | New | Q4 2025 | Feb 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 6,397 | 1,114 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,322 | 1,101 | 0.12% | 0.15% | 68 | -1,214 | -16.11% | Q4 2025 | Jan 20, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 6,314 | 1,099 | 0.65% | 0.75% | 69 | -751 | -10.63% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,898 | 1,027 | 0.01% | 0.01% | 70 | -85 | -1.42% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,546 | 966 | 0.03% | 0.03% | 71 | -423 | -7.09% | Q4 2025 | Feb 19, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 5,395 | 939 | 0.63% | 0.64% | 72 | -97 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Detalus Advisors, LLC | History | No change | 4,924 | 857 | 0.21% | 0.22% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,825 | 840 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,534 | 789 | 0.0% | 0.0% | 75 | -435 | -8.75% | Q4 2025 | Feb 09, 2026 |
| VICUS CAPITAL | History | Reduced | 4,359 | 759 | 0.06% | 0.06% | 76 | -346 | -7.35% | Q4 2025 | Jan 22, 2026 |
| Apollon Financial, LLC | History | Added to | 4,350 | 757 | 0.11% | 0.12% | 77 | +150 | 3.57% | Q4 2025 | Jan 22, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 3,882 | 676 | 0.03% | 0.03% | 78 | -58 | -1.47% | Q4 2025 | Jan 15, 2026 |
| NWAM LLC | History | Added to | 3,792 | 674 | 0.04% | 0.03% | 79 | +929 | 32.45% | Q4 2025 | Feb 04, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 3,856 | 671 | 0.12% | 0.12% | 80 | +210 | 5.76% | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,656 | 636 | 0.5% | — | 81 | +3,656 | New | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,634 | 633 | 0.02% | 0.04% | 82 | -3,330 | -47.82% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,596 | 626 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 3,596 | 626 | 0.26% | 0.28% | 84 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,509 | 611 | 0.03% | 0.03% | 85 | -1,703 | -32.67% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,496 | 608 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,483 | 606 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 3,452 | 601 | 0.17% | 0.17% | 88 | +17 | 0.49% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | No change | 3,403 | 592 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,384 | 589 | 0.43% | 0.44% | 90 | +28 | 0.83% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,333 | 580 | 0.0% | 0.0% | 91 | +1,427 | 74.87% | Q4 2025 | Feb 11, 2026 |
| Avant Capital LLC | History | Added to | 3,316 | 577 | 0.4% | 0.4% | 92 | +12 | 0.36% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 3,159 | 550 | 0.0% | 0.0% | 93 | +414 | 15.08% | Q4 2025 | Feb 17, 2026 |
| Royal Fund Management, LLC | History | Added to | 3,069 | 534 | 0.05% | 0.05% | 94 | +844 | 37.93% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,029 | 527 | 0.0% | 0.0% | 95 | +228 | 8.14% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,946 | 513 | 0.0% | 0.0% | 96 | -2,073 | -41.3% | Q4 2025 | Feb 17, 2026 |
| SK Wealth Management, LLC | History | Reduced | 2,799 | 497 | 0.14% | 0.22% | 97 | -583 | -17.24% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 2,838 | 488 | 0.0% | 0.0% | 98 | +939 | 49.45% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 2,592 | 451 | 0.02% | 0.03% | 100 | +15 | 0.58% | Q4 2025 | Feb 04, 2026 |
| True North Advisors, LLC | History | No change | 2,593 | 451 | 0.06% | 0.07% | 99 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,511 | 437 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 2,458 | 428 | 0.02% | 0.02% | 102 | +3 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,438 | 424 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,400 | 418 | 0.0% | 0.02% | 104 | -8,213 | -77.39% | Q4 2025 | Jan 26, 2026 |
| Balance Wealth, LLC | History | New | 2,100 | 365 | 0.12% | — | 105 | +2,100 | New | Q4 2025 | Jan 21, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,087 | 363 | 0.02% | 0.02% | 106 | -255 | -10.89% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,080 | 362 | 0.13% | 0.15% | 107 | -27 | -1.28% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 2,033 | 354 | 0.0% | 0.0% | 108 | +7 | 0.35% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,988 | 346 | 0.0% | — | 109 | +1,988 | New | Q4 2025 | Feb 18, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 1,899 | 337 | 0.11% | 0.72% | 110 | -9,962 | -83.99% | Q4 2025 | Feb 10, 2026 |
| Lynx Investment Advisory | History | Added to | 1,926 | 335 | 0.18% | 0.2% | 111 | +16 | 0.84% | Q4 2025 | Feb 05, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,907 | 332 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,894 | 329 | 0.0% | 0.0% | 113 | -46 | -2.37% | Q4 2025 | Feb 06, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 1,870 | 325 | 0.16% | 0.19% | 114 | -99 | -5.03% | Q4 2025 | Jan 16, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,821 | 317 | 0.04% | 0.04% | 115 | +15 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 1,806 | 314 | 0.01% | 0.01% | 116 | +4 | 0.22% | Q4 2025 | Jan 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,802 | 313 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ATLas Financial Planning LLC | History | New | 1,789 | 311 | 0.31% | — | 119 | +1,789 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,787 | 311 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,777 | 309 | 0.01% | 0.01% | 120 | -8 | -0.45% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | No change | 1,766 | 307 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,747 | 304 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 1,739 | 302 | 0.22% | 0.37% | 123 | -1,022 | -37.02% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,692 | 294 | 0.0% | 0.0% | 124 | -43 | -2.48% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | New | 1,660 | 289 | 0.18% | — | 125 | +1,660 | New | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 1,640 | 285 | 0.0% | 0.0% | 126 | +1,088 | 197.1% | Q4 2025 | Jan 26, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 1,604 | 279 | 0.04% | — | 127 | +1,604 | New | Q4 2025 | Feb 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 1,600 | 278 | 0.0% | 0.0% | 129 | -300 | -15.79% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | No change | 1,601 | 278 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 1,581 | 275 | 0.02% | 0.02% | 130 | -30 | -1.86% | Q4 2025 | Feb 10, 2026 |
| Values Added Financial LLC | History | No change | 1,581 | 275 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brown Financial Advisory | History | No change | 1,501 | 261 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,474 | 256 | 0.0% | 0.0% | 133 | +646 | 78.02% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 1,466 | 255 | 0.02% | 0.01% | 134 | +1 | 0.07% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,451 | 252 | 0.0% | — | 135 | +1,451 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,446 | 251 | 0.01% | 0.01% | 136 | -15 | -1.03% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,427 | 248 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Montis Financial, LLC | History | No change | 1,409 | 245 | 0.05% | 0.06% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | No change | 1,360 | 236 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 1,306 | 227 | 0.41% | 0.45% | 141 | +11 | 0.85% | Q4 2025 | Jan 13, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 1,308 | 227 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 1,300 | 226 | 0.01% | — | 142 | +1,300 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 1,294 | 225 | 0.1% | — | 143 | +1,294 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,272 | 221 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,238 | 215 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wedmont Private Capital | History | Added to | 1,205 | 211 | 0.01% | 0.01% | 146 | +10 | 0.84% | Q4 2025 | Jan 08, 2026 |
| Maia Wealth LLC | History | Added to | 1,188 | 210 | 0.04% | 0.03% | 147 | +8 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 1,200 | 209 | 0.04% | 0.04% | 148 | +9 | 0.76% | Q4 2025 | Feb 03, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,193 | 207 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clark Asset Management, LLC | History | No change | 1,180 | 205 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,157 | 201 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,102 | 191 | 0.0% | 0.0% | 152 | -981 | -47.1% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,043 | 181 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 634 | 110 | 0.0% | 0.0% | 154 | +596 | 1568.42% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 450 | 78 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 418 | 72 | 0.0% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 350 | 60 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 318 | 55 | 0.01% | — | 158 | +318 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 222 | 38 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 218 | 37 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | No change | 200 | 34 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Knuff & Co LLC | History | No change | 188 | 32 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 169 | 29 | 0.0% | 0.0% | 163 | +79 | 87.78% | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 155 | 26 | 0.01% | — | 165 | +155 | New | Q4 2025 | Mar 16, 2026 |
| Golden State Wealth Management, LLC | History | No change | 154 | 26 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 135 | 23 | 0.0% | 0.0% | 166 | +5 | 3.85% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 125 | 21 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 116 | 20 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 114 | 19 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 101 | 17 | 0.0% | 0.0% | 170 | +1 | 1.0% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 98 | 17 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tower View Wealth Management LLC | History | Added to | 61 | 10 | 0.0% | 0.01% | 172 | +1 | 1.67% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43 | 7 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 25 | 4 | 0.0% | 0.1% | 176 | -9,707 | -99.74% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 22 | 3 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -107,676 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -27,711 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -24,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,915 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,570 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -1,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,731 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,009 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -168 | -100.0% | Q3 2025 | Nov 05, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Nov 18, 2025 |