SPDR SERIES TRUST - SHE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rock Creek Group LLC | History | No change | 139,960 | 21,615 | 2.18% | 2.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 93,648 | 14,463 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 50,344 | 7,775 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 46,408 | 7,167 | 0.42% | 0.42% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Betterment LLC | History | No change | 39,239 | 6,060 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 38,572 | 5,957 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37,500 | 5,757 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 31,421 | 4,852 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 28,922 | 4,466 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Philanthropic Trust | History | No change | 25,243 | 3,898 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 18,679 | 2,884 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,470 | 2,080 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,288 | 2,052 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,189 | 1,882 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,303 | 1,881 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,129 | 1,873 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,743 | 1,813 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,147 | 1,721 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 10,900 | 1,683 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,782 | 1,511 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gradient Investments LLC | History | Added to | 7,059 | 1,111 | 0.02% | 0.01% | 21 | +237 | 3.47% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6,697 | 1,034 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,346 | 980 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 6,050 | 934 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,882 | 908 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,692 | 879 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,581 | 861 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,413 | 837 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 4,996 | 771 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,765 | 737 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 4,663 | 720 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,396 | 678 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,382 | 676 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Laurel Wealth Planning LLC | History | No change | 4,221 | 651 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Napier Financial, LLC | History | No change | 4,206 | 649 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| South Shore Capital Advisors | History | No change | 4,009 | 619 | 0.41% | 0.41% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,952 | 610 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 3,851 | 594 | 0.32% | 0.32% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,762 | 581 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,758 | 580 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | No change | 3,742 | 577 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,698 | 571 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWC Advisors, LLC. | History | No change | 3,227 | 498 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mendel Capital Management LLC | History | No change | 3,203 | 494 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,017 | 466 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 3,000 | 463 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 3,565 | 455 | 0.38% | 0.38% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 2,865 | 442 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | No change | 2,832 | 437 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | No change | 2,784 | 429 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 2,625 | 405 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,500 | 386 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 2,444 | 377 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,430 | 375 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,411 | 372 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMR LLC | History | No change | 2,237 | 345 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,201 | 340 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clifford Group, LLC | History | No change | 2,205 | 340 | 0.24% | 0.24% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KilterHowling LLC | History | No change | 2,183 | 337 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,140 | 331 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,141 | 330 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,096 | 323 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 2,080 | 321 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighTower Advisors, LLC | History | No change | 1,943 | 300 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grove Bank & Trust | History | No change | 1,886 | 296 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,920 | 296 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | No change | 1,884 | 290 | 0.22% | 0.22% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 1,666 | 257 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 1,660 | 256 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sowell Financial Services LLC | History | No change | 1,656 | 255 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 1,593 | 250 | 0.16% | 0.17% | 71 | -15 | -0.93% | Q3 2026 | Oct 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,585 | 245 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,592 | 245 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,578 | 243 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWE & RUSLING INC | History | No change | 1,562 | 241 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pearl Planning LLC | History | No change | 1,466 | 226 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 1,380 | 213 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | No change | 1,379 | 213 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vise Technologies, Inc. | History | No change | 1,375 | 212 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 1,376 | 212 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 1,343 | 207 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | No change | 1,245 | 192 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,163 | 179 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,146 | 176 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 1,028 | 161 | 0.1% | 0.1% | 85 | +35 | 3.52% | Q3 2026 | Oct 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,014 | 156 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 984 | 151 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ellevest, Inc. | History | No change | 144,811 | 144 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midway Capital Research & Management | History | No change | 865 | 133 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 795 | 122 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 724 | 111 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 700 | 108 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 617 | 95 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 561 | 86 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 529 | 81 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 490 | 75 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 475 | 73 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 437 | 67 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 400 | 61 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 350 | 54 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 320 | 49 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 290 | 44 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 231 | 35 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 221 | 33 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 214 | 33 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 193 | 29 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 193 | 29 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 162 | 25 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 149 | 23 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 150 | 23 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 118 | 18 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 118 | 18 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 115 | 17 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107 | 16 | 0.0% | — | 114 | +106 | 10600.0% | Q3 2026 | Oct 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100 | 15 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 100 | 15 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 95 | 14 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 80 | 12 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 60 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 46 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 35 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 24 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lodestone Wealth Management LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 18 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 18 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CVA Family Office, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Life Planners | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Redwood Park Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |