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 | No change | 2,083,611 | 389,347 | 0.4% | 0.4% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFMG, LLC | History | No change | 560,714 | 104,776 | 6.31% | 6.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 511,934 | 95,660 | 12.89% | 12.89% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 373,850 | 69,858 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 300,970 | 56,243 | 3.74% | 3.74% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 206,813 | 38,645 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 205,402 | 38,381 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Howard Capital Management, LLC | History | No change | 201,781 | 37,705 | 0.45% | 0.45% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BIP Wealth, LLC | History | No change | 172,792 | 32,288 | 0.92% | 0.92% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sage Mountain Advisors LLC | History | No change | 166,196 | 31,055 | 1.91% | 1.91% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 161,121 | 30,098 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 122,928 | 22,970 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinney Capital Management, LLC | History | No change | 103,585 | 19,356 | 7.63% | 7.63% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marotta Asset Management | History | Added to | 93,212 | 17,720 | 3.01% | 2.65% | 14 | +8,247 | 9.71% | Q3 2026 | Oct 02, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 76,485 | 14,292 | 6.24% | 6.24% | 15 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Continuum Advisory, LLC | History | No change | 75,092 | 14,031 | 1.13% | 1.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 73,642 | 13,760 | 2.22% | 2.22% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Money Management, LLC | History | No change | 72,164 | 13,484 | 1.93% | 1.93% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 66,548 | 12,435 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 62,881 | 11,750 | 2.42% | 2.42% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Goodman Advisory Group, LLC | History | No change | 59,982 | 11,208 | 2.58% | 2.58% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 57,890 | 10,817 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 57,189 | 10,694 | 1.33% | 1.33% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Eagle Strategies LLC | History | No change | 57,036 | 10,657 | 1.06% | 1.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 53,368 | 9,972 | 1.53% | 1.53% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hughes Financial Services, LLC | History | No change | 42,984 | 8,032 | 1.06% | 1.06% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 39,763 | 7,430 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 39,752 | 7,428 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 38,014 | 7,103 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 37,265 | 6,963 | 2.09% | 2.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 36,317 | 6,786 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 34,838 | 6,509 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 31,164 | 5,823 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 26,815 | 5,010 | 0.63% | 0.63% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 26,395 | 4,932 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warner Group LLC | History | No change | 25,637 | 4,790 | 1.18% | 1.18% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Midwest Financial Network, LLC | History | No change | 25,439 | 4,753 | 3.25% | 3.25% | 37 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 24,428 | 4,564 | 1.69% | 1.69% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 24,415 | 4,562 | 0.21% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | No change | 21,465 | 4,010 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 21,091 | 3,941 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,854 | 3,710 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 17,469 | 3,264 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharkey, Howes & Javer | History | No change | 16,176 | 3,022 | 0.36% | 0.36% | 44 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 15,658 | 2,925 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,985 | 2,848 | 0.24% | 0.2% | 46 | +3,112 | 26.21% | Q3 2026 | Oct 01, 2026 |
| Allred Capital Management, LLC | History | No change | 14,014 | 2,618 | 0.86% | 0.86% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 12,523 | 2,366 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 12,199 | 2,279 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 11,124 | 2,078 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goldstein Advisors, LLC | History | No change | 10,661 | 1,992 | 0.18% | 0.18% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ethic Inc. | History | No change | 10,068 | 1,881 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWAM LLC | History | No change | 9,169 | 1,713 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 8,712 | 1,635 | 0.21% | 0.21% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,554 | 1,598 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Selby Wealth Management, LLC | History | No change | 8,548 | 1,597 | 0.57% | 0.57% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 8,435 | 1,576 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 8,196 | 1,531 | 0.28% | 0.28% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,116 | 1,516 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,987 | 1,492 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 7,572 | 1,414 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | No change | 7,157 | 1,337 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 6,772 | 1,265 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 6,722 | 1,256 | 0.47% | 0.47% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Presper Financial Architects, LLC | History | No change | 6,717 | 1,255 | 0.65% | 0.65% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 6,601 | 1,233 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,434 | 1,202 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 6,286 | 1,174 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 6,269 | 1,171 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 5,894 | 1,101 | 0.61% | 0.61% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 5,748 | 1,073 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,584 | 1,039 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 5,410 | 1,010 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 5,081 | 949 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,989 | 932 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 4,970 | 928 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 4,848 | 905 | 0.56% | 0.56% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,825 | 901 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,671 | 872 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 4,474 | 836 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Financial, LLC | History | No change | 4,465 | 834 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alpha Zero LLC | History | No change | 4,389 | 830 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VICUS CAPITAL | History | No change | 4,235 | 791 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 4,211 | 786 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 4,077 | 761 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 4,068 | 760 | 0.12% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Abundance Wealth Counselors | History | No change | 3,924 | 733 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROCKLAND TRUST CO | History | Added to | 3,748 | 712 | 0.03% | 0.03% | 88 | +16 | 0.43% | Q3 2026 | Oct 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,611 | 674 | 0.47% | 0.47% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,536 | 660 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,496 | 653 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,483 | 650 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 3,463 | 647 | 0.16% | 0.16% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Opulen Financial Group LLC | History | No change | 3,402 | 635 | 0.4% | 0.4% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,346 | 625 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 3,346 | 625 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avant Capital LLC | History | No change | 3,325 | 621 | 0.39% | 0.39% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 3,295 | 615 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,261 | 609 | 0.41% | 0.41% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,966 | 554 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SK Wealth Management, LLC | History | No change | 2,795 | 544 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,902 | 542 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | No change | 2,831 | 529 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| January Capital Advisors LLC | History | No change | 2,630 | 491 | 0.41% | 0.41% | 104 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| True North Advisors, LLC | History | No change | 2,593 | 484 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,577 | 481 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,511 | 473 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Royal Fund Management, LLC | History | No change | 2,456 | 459 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 2,424 | 452 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,350 | 439 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balance Wealth Partners LLC | History | No change | 2,290 | 427 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 2,162 | 404 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 2,152 | 402 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,145 | 400 | 0.17% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,126 | 397 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,125 | 396 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 2,038 | 380 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,979 | 369 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,904 | 356 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,881 | 351 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 1,811 | 338 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,808 | 337 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,802 | 336 | 0.16% | 0.16% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,787 | 333 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 1,766 | 329 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,748 | 326 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,747 | 326 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 1,804 | 309 | 0.18% | 0.18% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 1,647 | 307 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,638 | 306 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 1,634 | 305 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,629 | 304 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 1,601 | 299 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ATLas Financial Planning LLC | History | No change | 1,599 | 298 | 0.24% | 0.24% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 1,584 | 295 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Values Added Financial LLC | History | No change | 1,581 | 295 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 1,555 | 290 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,540 | 287 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAM Wealth Management, LLC | History | No change | 1,517 | 283 | 0.18% | 0.18% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,471 | 274 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 1,466 | 273 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,427 | 266 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Montis Financial, LLC | History | No change | 1,409 | 263 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 1,372 | 255 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,360 | 254 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lynx Investment Advisory | History | No change | 1,352 | 252 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,338 | 250 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 1,325 | 247 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 1,313 | 245 | 0.3% | 0.3% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 1,304 | 243 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 1,300 | 242 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,272 | 237 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | No change | 1,211 | 228 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Maia Wealth LLC | History | No change | 1,194 | 223 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,193 | 222 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clark Asset Management, LLC | History | No change | 1,180 | 220 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,157 | 216 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brown Financial Advisory | History | No change | 1,155 | 215 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,128 | 210 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,119 | 208 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MBE Wealth Management, LLC | History | No change | 1,103 | 206 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,089 | 203 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 952 | 177 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 881 | 164 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 800 | 149 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 643 | 120 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 494 | 92 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 418 | 78 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Westend Capital Management, LLC | History | No change | 409 | 76 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 360 | 67 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 318 | 59 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 262 | 48 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 222 | 41 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 218 | 40 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 204 | 38 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accordant Advisory Group Inc | History | No change | 204 | 38 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 180 | 33 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 154 | 28 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New Hampshire | History | No change | 155 | 28 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 139 | 25 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 125 | 23 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 116 | 21 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 98 | 18 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 68 | 12 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower View Wealth Management LLC | History | No change | 61 | 11 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 51 | 9 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 32 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 22 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 9 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |