SPDR SERIES TRUST - SPBO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | No change | 8,324,643 | 241,748 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,786,418 | 80,917 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 2,328,329 | 67,614 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 2,317,936 | 67,312 | 0.31% | 0.31% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,914,852 | 55,607 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 1,910,729 | 55,487 | 2.39% | 2.39% | 6 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,874,355 | 54,431 | 1.96% | 1.96% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,703,349 | 49,465 | 1.32% | 1.32% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEPC LLC | History | No change | 1,669,124 | 48,471 | 0.9% | 0.9% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,657,547 | 48,135 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,631,201 | 47,372 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 1,386,153 | 38,105 | 1.03% | 1.76% | 12 | -709,518 | -33.86% | Q3 2026 | Oct 02, 2026 |
| BANK HAPOALIM BM | History | No change | 346,250 | 36,200 | 2.41% | 2.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,189,025 | 34,529 | 4.42% | 4.42% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 1,102,771 | 32,024 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,080,256 | 31,370 | 0.64% | 0.64% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 962,946 | 27,963 | 3.64% | 3.64% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 828,567 | 24,061 | 0.23% | 0.23% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 709,247 | 20,596 | 0.25% | 0.25% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 698,681 | 20,289 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 601,055 | 17,454 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 450,676 | 13,087 | 2.12% | 2.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLSTATE CORP | History | No change | 438,111 | 12,722 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 433,588 | 12,592 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 415,885 | 12,077 | 0.46% | 0.46% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 396,808 | 11,545 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 393,988 | 11,441 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 380,197 | 11,040 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 365,302 | 10,608 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Dakota State Investment Board | History | No change | 311,928 | 9,058 | 0.37% | 0.37% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hobart Private Capital, LLC | History | No change | 307,667 | 8,934 | 1.53% | 1.53% | 31 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 296,451 | 8,608 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 269,799 | 7,834 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 261,058 | 7,620 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 231,662 | 6,727 | 0.33% | 0.33% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 187,266 | 5,438 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | No change | 180,193 | 5,232 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 5th Street Advisors, LLC | History | No change | 178,166 | 5,173 | 1.97% | 1.97% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 174,195 | 5,058 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 173,089 | 5,026 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 172,535 | 5,010 | 0.18% | 0.18% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Melone Private Wealth, LLC | History | No change | 169,598 | 4,925 | 1.88% | 1.88% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NorthRock Partners, LLC | History | No change | 163,990 | 4,762 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 162,442 | 4,717 | 1.06% | 1.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 159,916 | 4,643 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 152,180 | 4,419 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 151,263 | 4,392 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Capital Group | History | No change | 140,249 | 4,072 | 0.49% | 0.49% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 130,896 | 3,801 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 126,638 | 3,677 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 123,188 | 3,577 | 0.64% | 0.64% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 115,697 | 3,359 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STATE STREET CORP | History | No change | 105,032 | 3,050 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HighTower Advisors, LLC | History | No change | 97,330 | 2,826 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 96,975 | 2,816 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 88,982 | 2,584 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 84,580 | 2,456 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 79,880 | 2,319 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 71,220 | 2,067 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 61,118 | 1,774 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center For Asset Management LLC | History | No change | 59,709 | 1,733 | 0.77% | 0.77% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Flaharty Asset Management, LLC | History | No change | 58,923 | 1,704 | 2.44% | 2.44% | 62 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 54,902 | 1,594 | 0.36% | 0.36% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Investment Advisors / MI | History | No change | 53,308 | 1,548 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 52,777 | 1,532 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| David Kennon Inc | History | No change | 52,207 | 1,516 | 0.5% | 0.5% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | No change | 48,965 | 1,421 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 48,604 | 1,411 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| National Wealth Management Group, LLC | History | No change | 48,128 | 1,397 | 0.43% | 0.43% | 69 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Compound Planning, Inc. | History | No change | 47,574 | 1,381 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 46,893 | 1,361 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 45,779 | 1,329 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 45,257 | 1,314 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor Resource Council | History | No change | 39,580 | 1,145 | 0.32% | 0.32% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 34,804 | 1,010 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 34,268 | 995 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 34,019 | 987 | 0.18% | 0.18% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 31,610 | 917 | 0.42% | 0.42% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,380 | 882 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 30,000 | 871 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,049 | 853 | 0.01% | 0.01% | 81 | -12,236 | -28.27% | Q3 2026 | Oct 08, 2026 |
| Creative Planning | History | No change | 29,272 | 850 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 29,132 | 845 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 28,704 | 833 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 27,777 | 806 | 0.25% | 0.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vise Technologies, Inc. | History | No change | 23,974 | 696 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 23,737 | 689 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Detalus Advisors, LLC | History | No change | 23,616 | 685 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 22,973 | 667 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Laraway Financial Advisors Inc | History | No change | 21,774 | 632 | 0.38% | 0.38% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 21,582 | 627 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 21,377 | 620 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanchez Levi Garrett | History | No change | 17,006 | 493 | 0.27% | 0.27% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 16,151 | 469 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | No change | 15,772 | 458 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 15,483 | 449 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascent Group, LLC | History | No change | 14,509 | 421 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 14,734 | 405 | 0.03% | 0.03% | 99 | +785 | 5.63% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,950 | 405 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,850 | 402 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rice Partnership, LLC | History | No change | 13,356 | 387 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Investment Management | History | No change | 13,089 | 380 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,035 | 378 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,609 | 337 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,159 | 334 | 0.01% | 0.01% | 105 | -2,983 | -19.7% | Q3 2026 | Oct 08, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11,279 | 327 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,075 | 321 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 10,496 | 304 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 10,254 | 297 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| American State Bank (Iowa) | History | No change | 10,197 | 296 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,151 | 294 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 9,915 | 287 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIRE ADVISORS, LLC | History | No change | 9,885 | 287 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,865 | 286 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 9,794 | 284 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | No change | 9,839 | 281 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 9,483 | 275 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caldwell Trust Co | History | No change | 9,303 | 270 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,435 | 244 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| APS Management Group, Inc. | History | No change | 8,329 | 241 | 0.19% | 0.19% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 8,264 | 239 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | No change | 8,166 | 237 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 7,859 | 228 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 7,595 | 220 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,598 | 220 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 7,424 | 215 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 7,164 | 208 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,092 | 205 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,586 | 191 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,411 | 186 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,828 | 169 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,640 | 163 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Synergy Investment Management, LLC | History | No change | 5,397 | 156 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 4,283 | 124 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,928 | 114 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,806 | 81 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,500 | 72 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Front Row Advisors LLC | History | No change | 2,335 | 66 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 2,047 | 59 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,732 | 50 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 1,798 | 49 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Collier Financial | History | No change | 1,696 | 49 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,714 | 49 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,385 | 40 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,338 | 38 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,333 | 38 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 1,292 | 37 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,263 | 36 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 1,102 | 31 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 1,063 | 30 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,000 | 29 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 978 | 28 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 1,002 | 27 | 0.02% | 0.02% | 154 | -199 | -16.57% | Q3 2026 | Oct 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 943 | 27 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 851 | 24 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | No change | 851 | 24 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFSG, LLC | History | No change | 675 | 19 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 530 | 15 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 542 | 15 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 500 | 14 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 427 | 12 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atomic Invest LLC | History | No change | 439 | 12 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Continuum Advisory, LLC | History | No change | 408 | 11 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 356 | 10 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 346 | 10 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Archer Investment Corp | History | No change | 325 | 9 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 8 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graney & King, LLC | History | No change | 299 | 8 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 294 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 249 | 7 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 260 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 260 | 7 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 243 | 7 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pflug Koory, LLC | History | No change | 215 | 6 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 138 | 4 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 167 | 4 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 122 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 73 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYM FINANCIAL Corp | History | No change | 36 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meramec Financial Planners, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |