SPDR SERIES TRUST - SDY
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.
Showing first 300 of
1,252 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 7,153,445 | 1,088,611 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,906,331 | 746,645 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,040,750 | 462,741 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,990,179 | 455,045 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 2,894,421 | 440,472 | 12.75% | 12.75% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,281,758 | 347,237 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,039,089 | 310,309 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,674,173 | 254,775 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,380,453 | 210,864 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,292,475 | 196,616 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,111,642 | 169,169 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MAI Capital Management | History | No change | 1,002,472 | 152,556 | 0.57% | 0.57% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 910,494 | 138,559 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 873,659 | 132,953 | 0.17% | 0.17% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 793,377 | 120,736 | 0.35% | 0.35% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 750,297 | 114,180 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 689,697 | 104,958 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Destination Wealth Management | History | No change | 635,081 | 96,646 | 2.26% | 2.26% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 618,230 | 94,082 | 1.18% | 1.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 587,808 | 89,452 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 577,947 | 87,952 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 552,440 | 84,093 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 536,116 | 82,059 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 502,815 | 76,521 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 491,556 | 74,805 | 0.99% | 0.99% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 481,025 | 73,202 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 450,216 | 68,513 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1ST SOURCE BANK | History | No change | 424,880 | 64,658 | 2.93% | 2.93% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 423,949 | 64,516 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 414,516 | 63,080 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.Safra Asset Management Corp | History | No change | 378,030 | 57,528 | 2.65% | 2.65% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elk River Wealth Management LLC | History | No change | 371,018 | 56,461 | 8.99% | 8.99% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 368,674 | 56,104 | 1.03% | 1.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Financial Group LLC | History | No change | 353,819 | 53,844 | 6.06% | 6.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 321,826 | 48,975 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 286,769 | 43,642 | 0.4% | 0.4% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 279,804 | 42,580 | 6.78% | 6.78% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 279,710 | 42,566 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 272,798 | 41,514 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 267,979 | 40,781 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wolff Financial Management LLC | History | No change | 263,340 | 40,075 | 7.99% | 7.99% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 261,650 | 39,817 | 0.29% | 0.29% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 258,404 | 39,324 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 242,037 | 36,833 | 1.6% | 1.6% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 224,206 | 34,608 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 211,188 | 32,138 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 204,288 | 31,088 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 196,156 | 29,851 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 187,544 | 28,540 | 0.34% | 0.34% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klingman & Associates, LLC | History | No change | 187,332 | 28,508 | 1.21% | 1.21% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 183,880 | 27,982 | 2.63% | 2.63% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 181,578 | 27,632 | 2.58% | 2.58% | 52 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 175,487 | 26,710 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 173,016 | 26,329 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 170,164 | 25,895 | 8.04% | 8.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | No change | 171,541 | 25,624 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 167,435 | 25,480 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 153,614 | 23,376 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 153,565 | 23,369 | 4.33% | 4.33% | 59 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Wealth | History | No change | 150,144 | 22,848 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 150,033 | 22,832 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 150,025 | 22,830 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 146,817 | 22,345 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 145,540 | 22,148 | 2.23% | 2.23% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 143,320 | 21,810 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 142,939 | 21,752 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 136,072 | 20,707 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TigerOak Management, L.L.C. | History | No change | 124,183 | 18,898 | 5.31% | 5.31% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 126,841 | 18,579 | 0.31% | 0.31% | 69 | -5,454 | -4.12% | Q3 2026 | Oct 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 118,138 | 17,978 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 117,924 | 17,945 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 112,374 | 17,101 | 0.19% | 0.19% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 112,373 | 17,100 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 109,968 | 16,734 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UMB Bank, n.a. | History | No change | 109,855 | 16,717 | 0.21% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 107,452 | 16,352 | 0.23% | 0.23% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 107,071 | 16,294 | 0.39% | 0.39% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 105,649 | 16,077 | 5.8% | 5.8% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 100,632 | 15,316 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 99,881 | 15,199 | 7.27% | 7.27% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 97,512 | 14,839 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 96,333 | 14,660 | 0.55% | 0.55% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 93,892 | 14,291 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 92,839 | 14,128 | 2.46% | 2.46% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 92,479 | 14,073 | 0.42% | 0.42% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRA Financial Services, LLC | History | No change | 91,795 | 13,969 | 1.61% | 1.61% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 90,166 | 13,718 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 89,726 | 13,654 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fund Evaluation Group, LLC | History | No change | 89,489 | 13,618 | 0.37% | 0.37% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 88,567 | 13,474 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 87,329 | 13,289 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 85,771 | 13,052 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 84,145 | 12,805 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESBANCO BANK INC | History | No change | 81,163 | 12,351 | 0.31% | 0.31% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | No change | 81,122 | 12,345 | 0.82% | 0.82% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 78,494 | 11,945 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 77,741 | 11,830 | 0.25% | 0.25% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 79,530 | 11,607 | 0.19% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 79,132 | 11,591 | 0.31% | 0.33% | 99 | +5,101 | 6.89% | Q3 2026 | Oct 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 75,667 | 11,514 | 0.19% | 0.19% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 75,630 | 11,509 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 74,730 | 11,372 | 1.84% | 1.84% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 76,992 | 11,236 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 73,315 | 11,157 | 1.31% | 1.31% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 72,015 | 10,959 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | No change | 71,486 | 10,878 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN ADVISORY INC | History | No change | 68,514 | 10,426 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | No change | 67,754 | 10,310 | 1.68% | 1.68% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 66,213 | 10,076 | 8.66% | 8.66% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 65,731 | 10,002 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 64,966 | 9,886 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Retirement, LLC | History | No change | 63,489 | 9,661 | 0.53% | 0.53% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 63,374 | 9,644 | 1.6% | 1.6% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 62,619 | 9,529 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 61,562 | 9,368 | 2.18% | 2.18% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 61,316 | 9,331 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 60,695 | 9,236 | 1.05% | 1.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 59,788 | 9,098 | 0.56% | 0.56% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 58,979 | 8,975 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simmons Bank | History | No change | 58,143 | 8,848 | 0.5% | 0.5% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corsicana & Co. | History | No change | 57,496 | 8,749 | 4.24% | 4.24% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 56,911 | 8,660 | 0.24% | 0.24% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 54,868 | 8,349 | 0.36% | 0.36% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 54,846 | 8,346 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 53,963 | 8,212 | 0.53% | 0.53% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 53,168 | 8,091 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 52,926 | 8,054 | 0.53% | 0.53% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Premier Private Wealth Management LLC | History | No change | 52,930 | 8,054 | 7.05% | 7.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 52,741 | 8,026 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 52,509 | 7,990 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Koenig Investment Advisory, LLC | History | No change | 52,379 | 7,970 | 6.19% | 6.19% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 51,981 | 7,911 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 51,258 | 7,800 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 51,198 | 7,791 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 51,076 | 7,772 | 2.21% | 2.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Grove Capital, LLC | History | No change | 50,310 | 7,656 | 1.1% | 1.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 49,672 | 7,559 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 49,459 | 7,526 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 49,420 | 7,520 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aries Wealth Management | History | No change | 48,515 | 7,383 | 1.45% | 1.45% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 48,514 | 7,382 | 0.49% | 0.49% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 48,435 | 7,370 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Money Management, LLC | History | No change | 47,915 | 7,291 | 1.04% | 1.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Advisory, LLC | History | No change | 45,968 | 6,995 | 0.58% | 0.58% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 45,107 | 6,864 | 2.49% | 2.49% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 45,096 | 6,862 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 44,771 | 6,813 | 1.77% | 1.77% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Americana Partners, LLC | History | No change | 44,382 | 6,754 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 43,369 | 6,600 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 43,169 | 6,569 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 42,055 | 6,544 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 42,918 | 6,531 | 2.2% | 2.2% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | No change | 42,833 | 6,518 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 41,726 | 6,349 | 1.19% | 1.19% | 154 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Merit Financial Group, LLC | History | No change | 41,570 | 6,326 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 41,433 | 6,305 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 41,379 | 6,297 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 40,539 | 6,169 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 39,978 | 6,083 | 0.3% | 0.3% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 39,864 | 6,066 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TL Private Wealth | History | No change | 38,961 | 6,063 | 2.22% | 2.22% | 161 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Climber Capital SA | History | No change | 41,113 | 6,061 | 3.71% | 3.71% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 39,315 | 5,983 | 0.79% | 0.79% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 39,173 | 5,961 | 4.9% | 4.9% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST HORIZON CORP | History | No change | 39,017 | 5,937 | 0.23% | 0.23% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 38,635 | 5,879 | 2.1% | 2.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 37,406 | 5,692 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 37,307 | 5,677 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 36,777 | 5,596 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 36,678 | 5,581 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 36,564 | 5,564 | 0.21% | 0.21% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 35,846 | 5,455 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 34,656 | 5,273 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 34,033 | 5,207 | 0.43% | 0.43% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 33,022 | 5,118 | 0.72% | 0.72% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 33,577 | 5,109 | 0.74% | 0.74% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Group, LLC | History | No change | 32,919 | 5,009 | 1.93% | 1.93% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Strategent Financial, LLC | History | No change | 32,687 | 4,974 | 2.87% | 2.87% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 31,779 | 4,864 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 31,911 | 4,856 | 0.55% | 0.55% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Firestone Capital Management | History | No change | 31,596 | 4,808 | 0.9% | 0.9% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BlackRock, Inc. | History | No change | 31,407 | 4,779 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 31,048 | 4,724 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 31,040 | 4,723 | 0.94% | 0.94% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smithfield Trust Co | History | No change | 30,995 | 4,714 | 0.19% | 0.19% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LifeSteps Financial, Inc. | History | No change | 30,887 | 4,700 | 2.19% | 2.19% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 30,771 | 4,689 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 30,635 | 4,662 | 0.87% | 0.87% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 30,505 | 4,642 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 29,812 | 4,536 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 29,718 | 4,522 | 3.81% | 3.81% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 29,564 | 4,499 | 1.68% | 1.68% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lewis Asset Management, LLC | History | No change | 29,342 | 4,465 | 1.56% | 1.56% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 29,145 | 4,435 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 28,933 | 4,402 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO | History | No change | 28,411 | 4,402 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOVEM GROUP | History | No change | 28,773 | 4,378 | 0.44% | 0.44% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Trust | History | No change | 28,615 | 4,354 | 0.34% | 0.34% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravera Wealth | History | No change | 28,467 | 4,332 | 1.66% | 1.66% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Charles Schwab Trust Co | History | No change | 28,048 | 4,268 | 0.24% | 0.24% | 200 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 27,963 | 4,255 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 27,894 | 4,244 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 27,803 | 4,231 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | No change | 27,796 | 4,230 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 27,700 | 4,215 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PFG Investments, LLC | History | No change | 27,567 | 4,195 | 0.16% | 0.16% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 27,269 | 4,149 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighPoint Advisor Group LLC | History | No change | 27,183 | 4,136 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1832 Asset Management L.P. | History | No change | 27,146 | 4,131 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,989 | 4,107 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shum Financial Group, Inc. | History | No change | 26,884 | 4,091 | 2.47% | 2.47% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 26,806 | 4,079 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 26,674 | 4,059 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 26,671 | 4,058 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 26,363 | 4,057 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 26,212 | 3,989 | 1.92% | 1.92% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 26,208 | 3,988 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 25,615 | 3,898 | 0.34% | 0.34% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rothschild Wealth LLC | History | No change | 25,502 | 3,880 | 0.31% | 0.31% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management Group, Inc. | History | No change | 25,395 | 3,864 | 0.57% | 0.57% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 25,338 | 3,855 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Blueprint Investment Partners LLC | History | No change | 25,272 | 3,845 | 0.32% | 0.32% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 25,272 | 3,845 | 0.43% | 0.43% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 24,734 | 3,763 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 24,723 | 3,762 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 24,724 | 3,762 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 24,602 | 3,743 | 2.01% | 2.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independence Bank of Kentucky | History | No change | 24,517 | 3,730 | 0.42% | 0.42% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FDx Advisors, Inc. | History | No change | 24,505 | 3,729 | 1.12% | 1.12% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Treasure Coast Financial Planning | History | No change | 24,235 | 3,688 | 1.8% | 1.8% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 23,740 | 3,612 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Capital Management, LLC | History | No change | 23,658 | 3,601 | 1.41% | 1.41% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 23,468 | 3,571 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 23,451 | 3,568 | 0.21% | 0.21% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL TRUST Co | History | No change | 23,427 | 3,565 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | No change | 23,175 | 3,526 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 23,063 | 3,509 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 22,778 | 3,466 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | No change | 22,685 | 3,452 | 0.42% | 0.42% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,660 | 3,448 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 22,625 | 3,443 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 22,570 | 3,434 | 0.77% | 0.77% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 22,364 | 3,403 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 22,236 | 3,383 | 0.47% | 0.47% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Advisors, LLC | History | No change | 22,134 | 3,368 | 0.31% | 0.31% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 22,103 | 3,363 | 0.12% | 0.12% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELCH & FORBES LLC | History | No change | 22,079 | 3,359 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,665 | 3,296 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 21,657 | 3,295 | 3.22% | 3.22% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 21,294 | 3,241 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 21,205 | 3,226 | 0.33% | 0.33% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Principle Wealth Partners LLC | History | No change | 20,917 | 3,183 | 0.16% | 0.16% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 20,861 | 3,174 | 0.13% | 0.13% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stablepoint Partners, LLC | History | No change | 20,633 | 3,139 | 0.43% | 0.43% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Narwhal Capital Management | History | No change | 20,615 | 3,137 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 20,582 | 3,132 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 20,517 | 3,122 | 2.78% | 2.78% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 20,214 | 3,076 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 20,195 | 3,073 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,906 | 3,029 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 19,732 | 3,002 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 19,426 | 2,956 | 0.85% | 0.85% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 18,974 | 2,954 | 0.29% | 0.29% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carnegie Investment Counsel | History | No change | 19,275 | 2,933 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 19,233 | 2,926 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 19,052 | 2,899 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 18,875 | 2,872 | 0.46% | 0.46% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 18,777 | 2,857 | 0.12% | 0.12% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | No change | 18,013 | 2,851 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 18,714 | 2,847 | 1.32% | 1.32% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 18,698 | 2,845 | 0.31% | 0.31% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 18,606 | 2,831 | 1.83% | 1.83% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Calydon Capital | History | No change | 18,365 | 2,794 | 0.41% | 0.41% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sachetta, LLC | History | No change | 17,771 | 2,704 | 1.31% | 1.31% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 17,365 | 2,680 | 0.49% | 0.49% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 17,167 | 2,612 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 17,099 | 2,602 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 17,088 | 2,600 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 16,966 | 2,581 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Flaharty Asset Management, LLC | History | No change | 16,573 | 2,577 | 3.69% | 3.69% | 280 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 16,921 | 2,575 | 0.92% | 0.92% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 16,876 | 2,568 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 16,447 | 2,502 | 0.95% | 0.95% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 16,371 | 2,491 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Occidental Asset Management, LLC | History | No change | 16,227 | 2,469 | 0.25% | 0.25% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 16,168 | 2,460 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 16,144 | 2,456 | 0.3% | 0.3% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| truNorth Financial Services, Inc. | History | No change | 16,065 | 2,444 | 2.19% | 2.19% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 15,900 | 2,419 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 15,734 | 2,394 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,720 | 2,392 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 15,509 | 2,360 | 0.74% | 0.74% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 15,491 | 2,357 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 15,253 | 2,357 | 0.17% | 0.17% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,480 | 2,355 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wedmont Private Capital | History | No change | 15,220 | 2,349 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 15,214 | 2,315 | 0.15% | 0.15% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 15,105 | 2,298 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Eagle Strategies LLC | History | No change | 15,024 | 2,286 | 0.23% | 0.23% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 15,025 | 2,286 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |