SPDR SERIES TRUST - SPHY
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.
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| 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 | 29,646,388 | 694,911 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 21,167,136 | 496,155 | 0.44% | 0.44% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 20,950,000 | 491,068 | 3.32% | 3.32% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 14,297,990 | 335,144 | 4.31% | 4.31% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,303,896 | 288,403 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 9,808,661 | 229,914 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,384,581 | 219,949 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,848,319 | 207,404 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 8,191,734 | 192,014 | 2.12% | 2.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 7,482,790 | 175,396 | 1.31% | 1.31% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 7,165,855 | 167,967 | 0.18% | 0.18% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 7,045,830 | 165,154 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,981,977 | 163,657 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 6,080,823 | 142,534 | 6.86% | 6.86% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Asset Management One Co., Ltd. | History | No change | 5,253,420 | 123,140 | 0.32% | 0.32% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Alpha, LLC | History | No change | 4,753,003 | 111,411 | 2.73% | 2.73% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 4,593,718 | 107,676 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,250,148 | 99,623 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 3,973,776 | 93,145 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | No change | 3,705,252 | 86,851 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 3,543,042 | 83,048 | 0.88% | 0.88% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kensington Asset Management, LLC | History | No change | 3,453,978 | 80,961 | 4.41% | 4.41% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEOS Investment Management LLC | History | No change | 2,994,391 | 69,776 | 0.26% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONNING INC. | History | No change | 2,726,004 | 63,897 | 1.91% | 1.91% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 2,566,978 | 60,170 | 1.39% | 1.39% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,466,721 | 57,819 | 0.26% | 0.26% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,170,858 | 50,906 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,042,877 | 47,882 | 0.44% | 0.44% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOEWS CORP /ADV | History | No change | 1,932,100 | 45,288 | 6.6% | 6.6% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 2,096,034 | 44,121 | 0.48% | 0.48% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,866,599 | 43,753 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Apella Capital, LLC | History | No change | 1,803,063 | 42,101 | 0.59% | 0.59% | 32 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BOKF, NA | History | No change | 1,744,546 | 40,892 | 0.56% | 0.56% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| iA Global Asset Management Inc. | History | No change | 1,645,502 | 38,571 | 0.46% | 0.46% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | No change | 1,643,374 | 38,520 | 17.57% | 17.57% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,566,858 | 36,727 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 1,514,621 | 35,502 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,494,343 | 35,027 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 1,493,971 | 35,018 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Iowa State Bank | History | Added to | 1,535,008 | 34,675 | 5.86% | 5.62% | 40 | +99,435 | 6.93% | Q3 2026 | Oct 06, 2026 |
| Donoghue Forlines LLC | History | No change | 1,377,655 | 32,292 | 8.35% | 8.35% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,374,361 | 31,898 | 0.53% | 0.53% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,374,361 | 31,898 | 0.53% | 0.53% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,355,880 | 31,781 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,344,187 | 31,507 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CNO Financial Group, Inc. | History | No change | 1,279,000 | 29,979 | 17.16% | 17.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,251,852 | 29,343 | 2.49% | 2.49% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,221,638 | 28,636 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,217,495 | 28,501 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,209,597 | 28,352 | 0.93% | 0.93% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,165,570 | 27,320 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,163,551 | 27,273 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,151,371 | 26,988 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,138,779 | 26,692 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madison Asset Management, LLC | History | No change | 1,107,255 | 25,954 | 0.31% | 0.31% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,085,721 | 25,451 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,036,240 | 24,289 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG HOLDINGS, INC. | History | No change | 1,016,827 | 23,834 | 5.0% | 5.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 978,295 | 22,931 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 942,535 | 22,093 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 907,253 | 21,266 | 1.35% | 1.35% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 885,285 | 20,728 | 1.35% | 1.35% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 804,501 | 18,858 | 6.14% | 6.14% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Inspire Advisors, LLC | History | No change | 781,210 | 18,309 | 1.27% | 1.27% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHRISTINE MESSMER PC | History | No change | 780,662 | 18,298 | 10.31% | 10.31% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEPC LLC | History | No change | 750,656 | 17,595 | 0.33% | 0.33% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAM Advisors, LLC | History | No change | 746,103 | 17,488 | 4.77% | 4.77% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 742,729 | 17,409 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 740,937 | 17,347 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 737,048 | 17,276 | 0.27% | 0.27% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 716,537 | 16,795 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smith Salley Wealth Management | History | No change | 715,925 | 16,781 | 0.73% | 0.73% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 698,761 | 16,378 | 0.91% | 0.91% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 681,170 | 15,966 | 6.08% | 6.08% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 642,152 | 15,052 | 6.35% | 6.35% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 638,026 | 14,955 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 634,522 | 14,873 | 0.25% | 0.25% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 633,578 | 14,851 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 601,456 | 14,098 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 599,927 | 14,062 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 598,550 | 14,030 | 0.46% | 0.46% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 584,134 | 13,692 | 0.8% | 0.8% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 579,909 | 13,593 | 0.14% | 0.14% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Partners LLC | History | No change | 555,583 | 13,022 | 3.16% | 3.16% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 548,569 | 12,858 | 1.0% | 1.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 524,673 | 12,298 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 521,002 | 12,212 | 0.3% | 0.3% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 509,747 | 11,948 | 4.58% | 4.58% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 506,929 | 11,882 | 0.28% | 0.28% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DT Investment Partners, LLC | History | No change | 495,845 | 11,622 | 0.87% | 0.87% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 495,553 | 11,615 | 1.05% | 1.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 5th Street Advisors, LLC | History | No change | 495,546 | 11,615 | 4.42% | 4.42% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| S&A Financial Services, Inc. | History | No change | 483,315 | 11,328 | 6.92% | 6.92% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 473,062 | 11,088 | 2.9% | 2.9% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quartz Partners, LLC | History | No change | 467,208 | 10,951 | 3.59% | 3.59% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 449,900 | 10,545 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 422,552 | 9,904 | 3.88% | 3.88% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 415,393 | 9,736 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keeler Thomas Management LLC | History | No change | 398,471 | 9,340 | 3.31% | 3.31% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 398,460 | 9,339 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 395,267 | 9,265 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 392,827 | 9,207 | 1.67% | 1.67% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 382,305 | 8,961 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Merit Financial Group, LLC | History | No change | 380,909 | 8,928 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bensler, LLC | History | No change | 378,760 | 8,878 | 0.79% | 0.79% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Management, LLC | History | No change | 376,967 | 8,836 | 5.47% | 5.47% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 371,477 | 8,707 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 369,907 | 8,670 | 0.39% | 0.39% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Csenge Advisory Group | History | No change | 365,215 | 8,560 | 0.35% | 0.35% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 356,045 | 8,345 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Omega Financial Group, LLC | History | No change | 355,595 | 8,335 | 2.54% | 2.54% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 355,300 | 8,328 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stadion Money Management, LLC | History | No change | 352,546 | 8,214 | 0.71% | 0.71% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 350,060 | 8,205 | 0.47% | 0.47% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewSquare Capital LLC | History | No change | 345,738 | 8,104 | 0.6% | 0.6% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ProVise Management Group, LLC | History | No change | 343,849 | 8,059 | 0.54% | 0.54% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 343,693 | 8,055 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 334,333 | 7,836 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 332,710 | 7,798 | 0.27% | 0.27% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambria Investment Management, L.P. | History | No change | 329,256 | 7,672 | 0.38% | 0.38% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investment Services, LLC | History | No change | 316,455 | 7,417 | 2.06% | 2.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 314,960 | 7,114 | 0.75% | 0.63% | 122 | +51,625 | 19.6% | Q3 2026 | Oct 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 292,641 | 6,860 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 303,575 | 6,857 | 0.17% | 0.16% | 124 | +39,963 | 15.16% | Q3 2026 | Oct 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 289,526 | 6,786 | 0.38% | 0.38% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 279,687 | 6,555 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Simplicity Wealth,LLC | History | No change | 278,790 | 6,534 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 278,112 | 6,518 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 275,908 | 6,467 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIRE ADVISORS, LLC | History | No change | 270,989 | 6,351 | 1.03% | 1.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 267,352 | 6,266 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optas, LLC | History | No change | 266,576 | 6,248 | 0.88% | 0.88% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GenTrust, LLC | History | No change | 260,504 | 6,106 | 0.23% | 0.23% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 259,252 | 6,076 | 1.2% | 1.2% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Capital Management, LLC | History | No change | 260,443 | 6,073 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 257,184 | 6,028 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HF Advisory Group, LLC | History | No change | 253,222 | 5,935 | 1.83% | 1.83% | 137 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 252,723 | 5,923 | 1.89% | 1.89% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 250,032 | 5,860 | 1.22% | 1.22% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 246,794 | 5,784 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 242,141 | 5,675 | 0.69% | 0.69% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maia Wealth LLC | History | No change | 239,742 | 5,619 | 0.83% | 0.83% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 237,138 | 5,558 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VICUS CAPITAL | History | No change | 234,731 | 5,502 | 0.36% | 0.36% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Forward, LLC | History | No change | 234,315 | 5,492 | 2.74% | 2.74% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 190,127 | 5,480 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 229,119 | 5,370 | 0.52% | 0.52% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Winthrop Capital Management, LLC | History | No change | 228,145 | 5,348 | 1.29% | 1.29% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 226,448 | 5,283 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 219,144 | 5,136 | 0.98% | 0.98% | 150 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 219,144 | 5,136 | 0.98% | 0.98% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bauman Advisory Group, LLC | History | No change | 218,613 | 5,124 | 2.71% | 2.71% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 213,174 | 4,996 | 0.3% | 0.3% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 211,468 | 4,956 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 211,339 | 4,953 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 205,021 | 4,805 | 0.52% | 0.52% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 204,072 | 4,783 | 2.0% | 2.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 202,937 | 4,756 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 198,890 | 4,661 | 0.76% | 0.76% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Convergence Financial, LLC | History | No change | 190,926 | 4,475 | 0.36% | 0.36% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | No change | 190,460 | 4,438 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 187,494 | 4,394 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 187,043 | 4,384 | 0.3% | 0.3% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Curran Financial Partners, LLC | History | No change | 185,462 | 4,347 | 0.65% | 0.65% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hobart Private Capital, LLC | History | No change | 185,103 | 4,338 | 0.74% | 0.74% | 165 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Systelligence, LLC | History | No change | 185,053 | 4,337 | 0.72% | 0.72% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 184,906 | 4,334 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jordan Park Group LLC | History | No change | 184,387 | 4,322 | 0.22% | 0.22% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 183,490 | 4,301 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 183,157 | 4,293 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 181,764 | 4,260 | 3.51% | 3.51% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 180,273 | 4,225 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | No change | 173,484 | 4,066 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 170,492 | 3,996 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | No change | 169,360 | 3,969 | 0.29% | 0.29% | 175 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Financial Group, LLC | History | No change | 164,163 | 3,847 | 3.69% | 3.69% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 157,816 | 3,699 | 2.57% | 2.57% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 155,989 | 3,656 | 0.22% | 0.22% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEEDS INVESTOR LLC | History | No change | 155,994 | 3,656 | 0.38% | 0.38% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 155,345 | 3,641 | 1.81% | 1.81% | 180 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Great Diamond Partners, LLC | History | No change | 151,055 | 3,540 | 0.61% | 0.61% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| K2 Financial Inc. | History | No change | 148,763 | 3,476 | 2.45% | 2.45% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 144,588 | 3,389 | 1.46% | 1.46% | 183 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allianz Asset Management GmbH | History | No change | 141,200 | 3,309 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Compound Planning, Inc. | History | No change | 139,317 | 3,265 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 138,497 | 3,246 | 1.87% | 1.87% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 137,204 | 3,216 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Michels Family Financial, LLC | History | No change | 136,293 | 3,194 | 2.05% | 2.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 135,727 | 3,181 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | No change | 134,589 | 3,154 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Towne Trust Company, N.A | History | No change | 134,155 | 3,144 | 0.95% | 0.95% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | No change | 129,284 | 3,030 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 128,507 | 3,012 | 1.32% | 1.32% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 126,901 | 2,974 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenity Investment Advisors | History | No change | 127,299 | 2,966 | 1.26% | 1.26% | 195 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Ironwood Financial, llc | History | No change | 127,326 | 2,964 | 0.46% | 0.46% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | No change | 125,427 | 2,940 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 122,603 | 2,873 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fiduciary Alliance LLC | History | No change | 122,017 | 2,860 | 0.19% | 0.19% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Timonier Family Office, LTD. | History | No change | 121,121 | 2,839 | 0.8% | 0.8% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 120,399 | 2,822 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Veery Capital, LLC | History | Added to | 123,883 | 2,798 | 0.75% | 0.74% | 202 | +6,803 | 5.81% | Q3 2026 | Oct 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 117,546 | 2,755 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 117,493 | 2,754 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Auour Investments LLC | History | No change | 117,179 | 2,746 | 0.79% | 0.79% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlas Private Wealth Advisors | History | No change | 116,453 | 2,729 | 0.6% | 0.6% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 113,786 | 2,667 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOSTER & MOTLEY INC | History | No change | 113,681 | 2,665 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 109,346 | 2,563 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 107,952 | 2,530 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 107,079 | 2,509 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitlin John, LLC | History | No change | 106,827 | 2,504 | 1.37% | 1.37% | 212 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| StoneX Group Inc. | History | No change | 106,646 | 2,499 | 0.1% | 0.1% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 106,535 | 2,497 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 105,886 | 2,481 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 105,000 | 2,461 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 104,772 | 2,455 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Stewardship, LLC | History | No change | 104,502 | 2,449 | 1.01% | 1.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 104,368 | 2,446 | 1.34% | 1.34% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 104,380 | 2,446 | 1.59% | 1.59% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 104,194 | 2,353 | 1.57% | 1.71% | 221 | -2,168 | -2.04% | Q3 2026 | Oct 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 98,393 | 2,306 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Martel Wealth Advisors LLC | History | No change | 97,475 | 2,284 | 0.36% | 0.36% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LVZ, Inc. | History | No change | 97,338 | 2,281 | 0.23% | 0.23% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Endowment Management, LP | History | No change | 94,519 | 2,216 | 0.22% | 0.22% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 94,384 | 2,212 | 1.01% | 1.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 93,456 | 2,190 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tenzing Financial LLC | History | No change | 92,896 | 2,170 | 1.49% | 1.49% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 92,363 | 2,164 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 88,096 | 2,064 | 0.22% | 0.22% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nikulski Financial, Inc. | History | No change | 88,026 | 2,063 | 0.45% | 0.45% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Three Arch Wealth Management LLC | History | No change | 86,363 | 2,024 | 0.31% | 0.31% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 86,181 | 2,020 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 86,113 | 2,018 | 0.25% | 0.25% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 84,796 | 1,987 | 0.16% | 0.16% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Autumn Glory Partners, LLC | History | No change | 83,542 | 1,958 | 0.55% | 0.55% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 79,412 | 1,861 | 0.19% | 0.19% | 237 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Heritage Family Offices, LLP | History | No change | 76,483 | 1,792 | 0.69% | 0.69% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 76,483 | 1,792 | 0.69% | 0.69% | 239 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 76,404 | 1,791 | 1.14% | 1.14% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 73,090 | 1,700 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 70,057 | 1,642 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sovran Advisors, LLC | History | No change | 69,525 | 1,612 | 0.12% | 0.12% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 67,581 | 1,584 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 67,347 | 1,578 | 0.39% | 0.39% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Garde Capital, Inc. | History | No change | 66,817 | 1,566 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 66,756 | 1,564 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rede Wealth, LLC | History | No change | 66,516 | 1,559 | 0.52% | 0.52% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| F/m Investments LLC | History | No change | 66,060 | 1,548 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRB Wealth Management, LLC | History | No change | 63,208 | 1,481 | 0.2% | 0.2% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 60,520 | 1,419 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 59,877 | 1,397 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 58,075 | 1,361 | 0.61% | 0.61% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 57,588 | 1,350 | 0.7% | 0.7% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 55,708 | 1,305 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 55,331 | 1,296 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 54,234 | 1,271 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 54,030 | 1,266 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 53,905 | 1,263 | 0.3% | 0.3% | 259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 52,438 | 1,229 | 0.24% | 0.24% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 52,325 | 1,226 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 52,178 | 1,223 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 51,820 | 1,214 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stewardship Advisors, LLC | History | No change | 51,565 | 1,208 | 0.25% | 0.25% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Note Advisors, LLC | History | No change | 50,622 | 1,186 | 0.51% | 0.51% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Exchange Bank | History | No change | 50,395 | 1,181 | 0.74% | 0.74% | 266 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 49,358 | 1,156 | 0.15% | 0.15% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 48,856 | 1,145 | 0.34% | 0.34% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 48,001 | 1,119 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 47,712 | 1,118 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 47,497 | 1,113 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 47,258 | 1,107 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantvest Financial Group LLC | History | No change | 46,040 | 1,079 | 0.63% | 0.63% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brown Financial Advisory | History | No change | 45,996 | 1,078 | 0.45% | 0.45% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Redwood Financial Network Corp | History | No change | 45,381 | 1,063 | 0.59% | 0.59% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 44,927 | 1,053 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 45,340 | 1,052 | 0.78% | 0.78% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 43,871 | 1,025 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 43,335 | 1,015 | 0.47% | 0.47% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 43,275 | 1,014 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Management, Inc. | History | No change | 42,920 | 1,006 | 0.31% | 0.31% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 42,582 | 998 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fermata Advisors, LLC | History | No change | 42,223 | 989 | 0.2% | 0.2% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 42,185 | 988 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 40,999 | 961 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 42,213 | 953 | 0.61% | 0.54% | 287 | +4,635 | 12.33% | Q3 2026 | Oct 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 40,674 | 953 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 40,339 | 945 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOVEM GROUP | History | No change | 38,770 | 908 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | No change | 38,564 | 903 | 0.17% | 0.17% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisors Asset Management, Inc. | History | No change | 37,461 | 878 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cumberland Partners Ltd | History | No change | 37,291 | 874 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 42,398 | 873 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 36,713 | 860 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 36,219 | 848 | 0.18% | 0.18% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 36,000 | 843 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | No change | 35,302 | 827 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 35,236 | 825 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Revisor Wealth Management LLC | History | No change | 34,851 | 816 | 0.2% | 0.2% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 34,835 | 816 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |