SSGA Active Trust - RLY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,161,988 | 74,610 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,113,501 | 72,937 | 0.99% | 0.99% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,615,433 | 55,748 | 0.31% | 0.31% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,608,081 | 55,494 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,436,237 | 49,564 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,265,499 | 43,672 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 1,150,988 | 40,844 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 1,079,223 | 37,243 | 4.73% | 4.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| LPL Financial LLC | History | No change | 864,551 | 29,835 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 683,676 | 24,742 | 2.64% | 2.55% | 10 | +18,368 | 2.76% | Q3 2026 | Oct 07, 2026 |
| Capital Analysts, LLC | History | No change | 701,421 | 24,206 | 0.56% | 0.56% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trilogy Capital Inc. | History | No change | 664,246 | 22,923 | 0.89% | 0.89% | 12 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 575,103 | 20,473 | 2.69% | 2.69% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 529,195 | 18,262 | 2.04% | 2.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 508,246 | 17,539 | 4.19% | 4.19% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 491,063 | 16,946 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 482,919 | 16,702 | 1.61% | 1.61% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 412,457 | 14,233 | 0.92% | 0.92% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 401,509 | 13,856 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 400,187 | 13,811 | 0.45% | 0.45% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 399,845 | 13,798 | 2.73% | 2.73% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First National Advisers, LLC | History | No change | 391,401 | 13,507 | 1.9% | 1.9% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 352,052 | 12,149 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 350,525 | 12,096 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Financial Partners LLC | History | No change | 341,729 | 11,793 | 3.84% | 3.84% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 297,150 | 10,254 | 0.66% | 0.66% | 26 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Harbor Group, Inc. | History | No change | 295,829 | 10,209 | 1.2% | 1.2% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tilson Financial Group, Inc. | History | No change | 284,741 | 9,826 | 2.7% | 2.7% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 283,121 | 9,770 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 279,860 | 9,657 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 272,638 | 9,408 | 2.27% | 2.27% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intrua Financial, LLC | History | No change | 251,691 | 8,685 | 0.8% | 0.8% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 239,143 | 8,654 | 2.32% | 2.1% | 33 | +6,900 | 2.97% | Q3 2026 | Oct 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 206,644 | 7,131 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 187,552 | 6,472 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 176,949 | 6,106 | 0.61% | 0.61% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 161,410 | 5,570 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 161,250 | 5,564 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 161,250 | 5,564 | 0.63% | 0.63% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 146,891 | 5,069 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 135,787 | 4,686 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Wealth Management, LLC | History | No change | 132,284 | 4,565 | 1.45% | 1.45% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 126,293 | 4,358 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 116,326 | 4,014 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBE Wealth Management, LLC | History | No change | 116,038 | 4,004 | 1.41% | 1.41% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 99,068 | 3,418 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 71,684 | 2,473 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 71,689 | 2,473 | 0.41% | 0.41% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, LLC | History | No change | 70,769 | 2,442 | 0.26% | 0.26% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 68,207 | 2,353 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 66,015 | 2,278 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Portside Wealth Group, LLC | History | No change | 65,053 | 2,244 | 0.26% | 0.26% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 60,935 | 2,102 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 60,016 | 2,071 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 59,046 | 2,037 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | No change | 56,957 | 1,965 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nuveen, LLC | History | No change | 56,693 | 1,956 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 56,477 | 1,949 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 54,417 | 1,877 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 53,227 | 1,837 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 52,681 | 1,818 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 51,623 | 1,781 | 0.56% | 0.56% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Register Financial Advisors LLC | History | No change | 48,123 | 1,660 | 0.51% | 0.51% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HORAN Wealth, LLC | History | No change | 47,623 | 1,643 | 0.21% | 0.21% | 64 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 44,739 | 1,566 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 44,217 | 1,525 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 43,832 | 1,512 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 42,867 | 1,479 | 0.3% | 0.3% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 41,671 | 1,438 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 40,021 | 1,381 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 39,752 | 1,371 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Family Office, LLC | History | No change | 39,611 | 1,366 | 0.55% | 0.55% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 36,291 | 1,252 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,805 | 1,166 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knuff & Co LLC | History | No change | 31,765 | 1,096 | 0.28% | 0.28% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aviance Capital Partners, LLC | History | No change | 31,332 | 1,081 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 30,892 | 1,066 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 30,698 | 1,059 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 30,314 | 1,046 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,472 | 1,017 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 28,392 | 979 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 27,925 | 957 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WIN ADVISORS, INC | History | No change | 27,545 | 950 | 0.34% | 0.34% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 27,443 | 947 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | No change | 27,391 | 945 | 0.32% | 0.32% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 26,972 | 930 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 26,450 | 912 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Betterment LLC | History | No change | 24,235 | 836 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 23,551 | 812 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 21,926 | 756 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Financial Group LLC | History | No change | 21,271 | 734 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Veracity Capital LLC | History | No change | 21,241 | 733 | 0.2% | 0.2% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 19,943 | 688 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 18,937 | 653 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 17,600 | 607 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 17,431 | 601 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Providence First Trust Co | History | No change | 16,673 | 575 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Group | History | No change | 15,694 | 541 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,585 | 537 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 15,252 | 526 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAVIDSON TRUST CO | History | No change | 14,857 | 512 | 0.2% | 0.2% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ethic Inc. | History | No change | 13,679 | 472 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 24,226 | 471 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 13,657 | 471 | 0.35% | 0.35% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waterloo Capital, L.P. | History | No change | 13,239 | 456 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 13,128 | 453 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 13,003 | 448 | 0.19% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 12,946 | 446 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 12,549 | 433 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11,745 | 405 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | No change | 11,679 | 404 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Composition Wealth, LLC | History | No change | 11,441 | 394 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 10,007 | 345 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 9,990 | 344 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retireful, LLC | History | No change | 9,714 | 335 | 0.31% | 0.31% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 9,021 | 311 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,732 | 301 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 8,683 | 299 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 8,256 | 296 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,256 | 296 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 8,487 | 294 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 8,497 | 293 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,355 | 288 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Shepherd Financial Partners LLC | History | No change | 8,322 | 287 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 8,315 | 286 | 0.29% | 0.29% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HCR Wealth Advisors | History | No change | 8,111 | 279 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 8,005 | 276 | 0.17% | 0.17% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 7,871 | 271 | 0.26% | 0.26% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORDEN GROUP LLC | History | No change | 7,528 | 259 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,962 | 240 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,800 | 234 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 6,493 | 224 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6,302 | 217 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Brookwood Investment Group LLC | History | No change | 6,016 | 207 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 5,922 | 204 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 5,802 | 200 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisors Asset Management, Inc. | History | No change | 5,358 | 184 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,325 | 183 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,311 | 183 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,615 | 159 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,907 | 134 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,736 | 128 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,624 | 125 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,482 | 120 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,396 | 117 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 3,380 | 116 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,237 | 111 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 1,971 | 68 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,465 | 50 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,325 | 45 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atomic Invest LLC | History | No change | 1,245 | 42 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 885 | 30 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 530 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 405 | 13 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 369 | 12 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 256 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 221 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 175 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 151 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | No change | 137 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Cheviot Value Management, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | New | 59 | 2 | 0.0% | — | 164 | +59 | New | Q3 2026 | Oct 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |