SPDR SERIES TRUST - SPIB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
LPL Financial LLC History No change 58,146,645 1,945,586 0.44% 0.44% 1 0 0.0% Q2 2026 Aug 07, 2026
American Family Investments, Inc. History No change 14,630,218 489,527 8.83% 8.83% 2 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 12,100,501 404,867 0.1% 0.1% 3 0 0.0% Q2 2026 Sep 23, 2026
Municipal Employees' Retirement System of Michigan History No change 11,879,902 397,502 4.39% 4.39% 4 0 0.0% Q2 2026 Aug 10, 2026
MORGAN STANLEY History No change 11,540,116 386,132 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 7,674,046 256,773 0.15% 0.15% 6 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 7,483,543 250,399 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 6,668,535 223,129 1.23% 1.23% 8 0 0.0% Q2 2026 Jul 24, 2026
Wealth Management Nebraska History No change 6,308,768 211,091 18.83% 18.83% 9 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 5,749,007 192,361 1.12% 1.12% 10 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 5,299,220 177,311 0.3% 0.3% 11 0 0.0% Q2 2026 Jul 30, 2026
WELLS FARGO & COMPANY/MN History No change 5,284,688 176,825 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,281,512 176,719 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 4,450,915 148,927 1.96% 1.96% 14 0 0.0% Q2 2026 Jul 15, 2026
HighTower Advisors, LLC History No change 3,457,216 115,678 0.11% 0.11% 15 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 2,976,767 99,584 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 2,688,380 89,953 2.43% 2.43% 17 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 2,637,621 88,255 2.03% 2.03% 18 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 2,477,234 82,887 0.1% 0.1% 19 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 2,255,766 75,477 0.26% 0.26% 20 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 2,201,262 73,654 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 2,083,008 69,697 1.71% 1.71% 22 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL ADVISORS INC/OK History No change 1,980,361 66,262 0.97% 0.97% 23 0 0.0% Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History No change 1,810,684 60,586 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
STRATEGIC PLANNING GROUP, LLC History No change 1,746,523 58,438 6.37% 6.37% 25 0 0.0% Q2 2026 Jul 16, 2026
Dodds Wealth, LLC History No change 1,745,184 58,393 13.13% 13.13% 26 0 0.0% Q2 2026 Aug 06, 2026
TCV Trust & Wealth Management, Inc. History No change 1,624,885 54,368 4.12% 4.12% 27 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 1,497,559 50,108 0.23% 0.23% 28 0 0.0% Q2 2026 Jul 27, 2026
BANK OF AMERICA CORP /DE/ History No change 1,487,597 49,775 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 1,410,000 47,178 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History No change 1,402,903 46,927 0.33% 0.33% 31 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,384,957 46,340 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
Gradient Investments LLC History No change 1,377,103 46,077 0.64% 0.64% 33 0 0.0% Q2 2026 Jul 08, 2026
Orange Investment Advisors, Inc. History No change 1,339,605 44,823 5.45% 5.45% 34 0 0.0% Q2 2026 Jul 21, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 1,322,807 44,261 2.5% 2.5% 35 0 0.0% Q2 2026 Jul 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,233,608 41,276 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 1,227,129 41,059 3.0% 3.0% 37 0 0.0% Q2 2026 Jul 06, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,224,700 40,978 0.53% 0.53% 38 0 0.0% Q2 2026 Aug 13, 2026
Roberts Financial Services LLC History No change 1,180,578 39,502 11.57% 11.57% 39 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 1,126,579 37,695 0.76% 0.76% 40 0 0.0% Q2 2026 Jul 30, 2026
Rockwood Wealth Management, LLC History No change 1,073,166 35,908 2.27% 2.27% 41 0 0.0% Q2 2026 Jul 13, 2026
Advisors Capital Management, LLC History No change 1,042,579 34,884 0.37% 0.37% 42 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 1,008,318 33,738 3.86% 3.86% 43 0 0.0% Q2 2026 Jul 27, 2026
RMG Wealth Management LLC History No change 1,009,284 33,417 3.45% 3.45% 44 0 0.0% Q2 2026 Aug 13, 2026
Concord Asset Management, LLC/VA History No change 984,539 32,942 5.1% 5.1% 45 0 0.0% Q2 2026 Jul 27, 2026
NOTTINGHAM ADVISORS, INC. History No change 681,369 31,652 3.78% 3.78% 46 0 0.0% Q2 2026 Jul 27, 2026
High Probability Advisors, LLC History No change 939,100 31,422 3.36% 3.36% 47 0 0.0% Q2 2026 Jul 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 937,863 31,380 0.39% 0.39% 48 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Advisor Solutions LLC History No change 937,504 31,368 0.89% 0.89% 49 0 0.0% Q2 2026 Jul 07, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 927,502 31,034 0.2% 0.2% 50 0 0.0% Q2 2026 Aug 10, 2026
ST GERMAIN D J CO INC History No change 880,809 29,471 1.06% 1.06% 51 0 0.0% Q2 2026 Jul 21, 2026
Apella Capital, LLC History No change 883,930 29,408 0.42% 0.42% 52 0 0.0% Q2 2026 Jul 08, 2026
Occidental Asset Management, LLC History No change 842,398 28,186 2.8% 2.8% 53 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 802,985 26,867 0.16% 0.16% 54 0 0.0% Q2 2026 Jul 20, 2026
Crews Bank & Trust History No change 796,215 26,641 3.48% 3.48% 55 0 0.0% Q2 2026 Jul 16, 2026
BANK HAPOALIM BM History No change 788,820 26,394 1.75% 1.75% 56 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 774,781 25,924 0.14% 0.14% 57 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 759,804 25,423 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 758,698 25,386 0.79% 0.79% 59 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 748,378 25,040 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 12, 2026
Your Advocates Ltd., LLP History No change 715,395 23,937 6.84% 6.84% 61 0 0.0% Q2 2026 Aug 05, 2026
Cherry Tree Wealth Management, LLC History No change 661,145 22,121 4.16% 4.16% 62 0 0.0% Q2 2026 Sep 15, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 650,751 21,774 1.47% 1.47% 63 0 0.0% Q2 2026 Jul 24, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 628,500 21,029 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History Added to 641,978 20,723 3.58% 3.92% 65 +9,971 1.58% Q3 2026 Oct 02, 2026
Gladstone Institutional Advisory LLC History No change 617,222 20,652 0.65% 0.65% 66 0 0.0% Q2 2026 Jul 27, 2026
RATIONAL ADVISORS, INC. History No change 594,978 19,907 1.83% 1.83% 67 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth Management, LLC History No change 584,745 19,565 0.84% 0.84% 68 0 0.0% Q2 2026 Jul 22, 2026
Financial Gravity Companies, Inc. History No change 577,336 19,317 3.13% 3.13% 69 0 0.0% Q2 2026 Aug 05, 2026
Compton Financial Group, LLC History No change 566,963 18,970 3.65% 3.65% 70 0 0.0% Q2 2026 Aug 12, 2026
TRUEFG, LLC History No change 560,200 18,744 4.38% 4.38% 71 0 0.0% Q2 2026 Jul 16, 2026
Evergreen Wealth Partners LLC History No change 559,513 18,721 11.23% 11.23% 72 0 0.0% Q2 2026 Aug 11, 2026
AllGen Financial Advisors, Inc. History No change 519,935 17,397 3.8% 3.8% 73 0 0.0% Q2 2026 Jul 22, 2026
Symphony Financial, Ltd. Co. History No change 515,982 17,305 1.89% 1.89% 74 0 0.0% Q2 2026 Aug 03, 2026
PARK AVENUE SECURITIES LLC History No change 515,103 17,235 0.11% 0.11% 75 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 820,897 16,853 0.03% 0.03% 76 0 0.0% Q2 2026 Jul 15, 2026
WRAPMANAGER INC History No change 500,664 16,752 5.24% 5.24% 77 0 0.0% Q2 2026 Aug 05, 2026
Walker Financial Services, Inc. History No change 500,108 16,733 5.18% 5.18% 78 0 0.0% Q2 2026 Jul 15, 2026
Fortune 45 LLC History No change 495,365 16,574 7.08% 7.08% 79 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 491,970 16,461 0.18% 0.18% 80 0 0.0% Q2 2026 Aug 12, 2026
Three Arch Wealth Management LLC History No change 479,301 16,037 2.46% 2.46% 81 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 473,606 15,846 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 457,974 15,323 0.18% 0.18% 83 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 444,123 14,855 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 14, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 439,193 14,695 6.02% 6.02% 85 0 0.0% Q2 2026 Jul 22, 2026
FOSTER & MOTLEY INC History No change 439,155 14,694 0.68% 0.68% 86 0 0.0% Q2 2026 Aug 07, 2026
HRT FINANCIAL LP History No change 436,810 14,615 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 432,405 14,468 0.02% 0.02% 88 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 430,914 14,418 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 06, 2026
KWB Wealth History No change 425,676 14,243 1.22% 1.22% 90 0 0.0% Q2 2026 Jul 10, 2026
Union Bancaire Privee, UBP SA History No change 415,552 13,941 0.15% 0.15% 91 0 0.0% Q2 2026 Jul 16, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 415,946 13,917 3.07% 3.07% 92 0 0.0% Q2 2026 Jul 07, 2026
Janney Montgomery Scott LLC History No change 405,538 13,569 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 403,564 13,503 0.02% 0.02% 94 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 400,856 13,362 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 14, 2026
Spartan Wealth Advisory Services LLC History No change 390,646 13,071 1.07% 1.07% 96 0 0.0% Q2 2026 Aug 05, 2026
STATE STREET CORP History No change 387,515 12,966 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 22, 2026
ALLSTATE CORP History No change 374,529 12,531 0.13% 0.13% 98 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History No change 365,813 12,240 0.75% 0.75% 99 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 364,182 12,185 0.47% 0.47% 100 0 0.0% Q2 2026 Jul 22, 2026
Burns Matteson Capital Management, LLC History No change 350,124 11,715 3.66% 3.66% 101 0 0.0% Q2 2026 Jul 17, 2026
STIFEL FINANCIAL CORP History No change 340,018 11,377 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
LEUTHOLD GROUP, LLC History No change 337,668 11,298 1.14% 1.14% 103 0 0.0% Q2 2026 Aug 04, 2026
TRUE BLUE FINANCIAL, LLC History No change 337,154 11,281 4.76% 4.76% 104 0 0.0% Q2 2026 Jul 17, 2026
Phoenix Financial Ltd. History No change 336,162 11,242 0.08% 0.08% 105 0 0.0% Q2 2026 Aug 11, 2026
Flatrock Wealth Partners LLC History No change 320,001 10,707 4.21% 4.21% 106 0 0.0% Q2 2026 Aug 14, 2026
Banque Transatlantique SA History No change 316,413 10,587 0.23% 0.23% 107 0 0.0% Q2 2026 Jul 30, 2026
Collier Financial History No change 315,654 10,561 7.23% 7.23% 108 0 0.0% Q2 2026 Jul 30, 2026
NorthCrest Asset Manangement, LLC History No change 313,094 10,416 0.27% 0.27% 109 0 0.0% Q2 2026 Jul 15, 2026
Auour Investments LLC History No change 307,853 10,300 2.95% 2.95% 110 0 0.0% Q2 2026 Jul 21, 2026
MCF Advisors LLC History No change 306,967 10,271 0.37% 0.37% 111 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 306,163 10,244 0.88% 0.88% 112 0 0.0% Q2 2026 Aug 14, 2026
Pinion Investment Advisors, LLC History No change 303,236 10,146 1.93% 1.93% 113 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 297,511 9,954 0.06% 0.06% 114 0 0.0% Q2 2026 Aug 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 292,770 9,796 0.98% 0.98% 115 0 0.0% Q2 2026 Jul 13, 2026
Rice Partnership, LLC History No change 287,205 9,609 1.17% 1.17% 116 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 279,999 9,368 0.63% 0.63% 117 0 0.0% Q2 2026 Jul 21, 2026
Financial Planning Navigators CORP History No change 278,312 9,312 3.49% 3.49% 118 0 0.0% Q2 2026 Jul 28, 2026
Roundview Capital LLC History No change 276,982 9,267 0.51% 0.51% 119 0 0.0% Q2 2026 Jul 30, 2026
Kagan Cocozza Asset Management History No change 273,730 9,159 5.74% 5.74% 120 0 0.0% Q2 2026 Aug 06, 2026
Amtrust Financial Services, Inc. History No change 270,400 9,047 2.69% 2.69% 121 0 0.0% Q2 2026 Jul 29, 2026
VISTA INVESTMENT MANAGEMENT History No change 263,457 8,815 2.65% 2.65% 122 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 260,009 8,699 0.13% 0.13% 123 0 0.0% Q2 2026 Aug 06, 2026
Forum Private Client Group LLC History No change 259,509 8,683 2.58% 2.58% 124 0 0.0% Q2 2026 Aug 12, 2026
ARQ WEALTH ADVISORS, LLC History No change 260,749 8,638 1.07% 1.07% 125 0 0.0% Q2 2026 Jul 24, 2026
Ignite Planners, LLC History No change 256,544 8,603 1.18% 1.18% 126 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 256,474 8,599 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Nilsine Partners, LLC History No change 255,354 8,544 0.59% 0.59% 128 0 0.0% Q2 2026 Jul 24, 2026
Forbes Financial Planning, Inc. History No change 251,705 8,422 4.52% 4.52% 129 0 0.0% Q2 2026 Jul 23, 2026
MFA WEALTH ADVISORS, LLC History No change 245,408 8,211 1.4% 1.4% 130 0 0.0% Q2 2026 Jul 13, 2026
Columbus Macro, LLC History No change 245,023 8,198 0.8% 0.8% 131 0 0.0% Q2 2026 Jul 22, 2026
Snowden Capital Advisors LLC History No change 244,970 8,196 0.19% 0.19% 132 0 0.0% Q2 2026 Aug 13, 2026
Towercrest Capital Management History No change 240,113 8,034 1.12% 1.12% 133 0 0.0% Q2 2026 Aug 03, 2026
Cascade Financial Partners, LLC History No change 237,891 7,959 0.69% 0.69% 134 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 234,371 7,842 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Guardian Asset Advisors, LLC History No change 233,376 7,808 3.6% 3.6% 136 0 0.0% Q2 2026 Jul 21, 2026
Sigma Planning Corp History No change 233,265 7,805 0.2% 0.2% 137 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 232,948 7,794 0.13% 0.13% 138 0 0.0% Q2 2026 Jul 31, 2026
GENTRY PRIVATE WEALTH, LLC History No change 229,761 7,687 3.96% 3.96% 139 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 229,234 7,670 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
FIDELITY D & D BANCORP INC History No change 228,877 7,658 2.63% 2.63% 141 0 0.0% Q2 2026 Aug 05, 2026
Mirae Asset Global Investments Co., Ltd. History No change 219,000 7,327 0.01% 0.01% 142 0 0.0% Q2 2026 Jul 22, 2026
COURIER CAPITAL LLC History No change 218,679 7,316 0.37% 0.37% 143 0 0.0% Q2 2026 Jul 16, 2026
ZACKS INVESTMENT MANAGEMENT History No change 217,939 7,292 0.05% 0.05% 144 0 0.0% Q2 2026 Aug 13, 2026
Leslie Global Wealth, LLC History No change 217,691 7,283 2.84% 2.84% 145 0 0.0% Q2 2026 Jul 21, 2026
MAI Capital Management History No change 217,622 7,281 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 216,066 7,229 0.24% 0.24% 147 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 212,613 7,114 0.05% 0.05% 148 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Advisors / MI History No change 209,001 6,993 0.42% 0.42% 149 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 207,176 6,932 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisory, LLC History No change 200,851 6,720 0.24% 0.24% 151 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 199,330 6,669 0.1% 0.1% 152 0 0.0% Q2 2026 Jul 14, 2026
ALPS ADVISORS INC History No change 198,945 6,656 0.03% 0.03% 153 0 0.0% Q2 2026 Jul 29, 2026
Koshinski Asset Management, Inc. History No change 198,632 6,646 0.35% 0.35% 154 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 194,095 6,494 0.04% 0.04% 155 0 0.0% Q2 2026 Sep 08, 2026
Farther Finance Advisors, LLC History No change 193,998 6,491 0.05% 0.05% 156 0 0.0% Q2 2026 Jul 17, 2026
Foster Victor Wealth Advisors, LLC History No change 194,062 6,444 0.34% 0.34% 157 0 0.0% Q2 2026 Jul 22, 2026
Mariner, LLC History No change 192,445 6,439 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 190,443 6,372 0.01% 0.01% 159 0 0.0% Q2 2026 Jul 27, 2026
VISIONARY HORIZONS, LLC History No change 187,044 6,258 2.62% 2.62% 160 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 178,742 5,980 0.06% 0.06% 161 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 175,696 5,878 0.35% 0.35% 162 0 0.0% Q2 2026 Aug 04, 2026
Impact Partnership Wealth, LLC History No change 175,700 5,878 0.57% 0.57% 163 0 0.0% Q2 2026 Jul 29, 2026
Alliance Wealth Management Group History No change 171,424 5,735 1.12% 1.12% 164 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 170,527 5,705 0.18% 0.18% 165 0 0.0% Q2 2026 Jul 30, 2026
FDx Advisors, Inc. History No change 167,438 5,602 1.69% 1.69% 166 0 0.0% Q2 2026 Aug 04, 2026
Aquire Wealth Advisors, LLC History No change 165,882 5,550 1.27% 1.27% 167 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Capital Group History No change 158,652 5,308 0.64% 0.64% 168 0 0.0% Q2 2026 Jul 08, 2026
ALLIANZ SE History No change 156,622 5,240 0.06% 0.06% 169 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 156,234 5,227 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 11, 2026
GTS SECURITIES LLC History No change 154,121 5,156 0.11% 0.11% 171 0 0.0% Q2 2026 Aug 14, 2026
Freestate Advisors LLC History No change 153,980 5,152 3.85% 3.85% 172 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 152,379 5,098 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 06, 2026
Saiph Capital, LLC History No change 151,071 5,054 1.51% 1.51% 174 0 0.0% Q2 2026 Jul 29, 2026
Gotham Asset Management, LLC History No change 149,499 5,002 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 148,865 4,981 3.09% 3.09% 176 0 0.0% Q2 2026 Jul 14, 2026
JPL Wealth Management, LLC History No change 147,877 4,947 0.98% 0.98% 177 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 147,115 4,922 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 04, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 143,270 4,793 1.66% 1.66% 179 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 141,565 4,736 0.07% 0.07% 180 0 0.0% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History No change 142,398 4,716 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 142,398 4,716 0.08% 0.08% 182 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Financial Group, LLC /NE/ History No change 139,861 4,679 2.88% 2.88% 183 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 139,285 4,660 0.14% 0.14% 184 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 139,271 4,660 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 13, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 138,256 4,619 2.82% 2.82% 186 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 137,561 4,602 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 132,751 4,441 0.01% 0.01% 188 0 0.0% Q2 2026 Jul 28, 2026
Rosenberg Matthew Hamilton History Added to 136,966 4,421 0.79% 0.18% 189 +107,995 372.77% Q3 2026 Oct 05, 2026
Roan Capital Partners History No change 129,332 4,327 3.59% 3.59% 190 0 0.0% Q2 2026 Jul 08, 2026
Rothschild Wealth LLC History No change 127,768 4,275 0.34% 0.34% 191 0 0.0% Q2 2026 Aug 11, 2026
Aureum Wealth Management, LLC History No change 126,529 4,233 2.62% 2.62% 192 0 0.0% Q2 2026 Jul 22, 2026
ASL Financial, LLC History No change 125,717 4,206 2.96% 2.96% 193 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 124,849 4,177 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 11, 2026
Hobbs Group Advisors, LLC History No change 122,276 4,091 1.08% 1.08% 195 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 121,678 4,071 0.11% 0.11% 196 0 0.0% Q2 2026 Jul 31, 2026
MISSION WEALTH MANAGEMENT, LP History No change 119,864 4,010 0.05% 0.05% 197 0 0.0% Q2 2026 Jul 20, 2026
Accurate Wealth Management, LLC History No change 116,703 3,876 0.37% 0.37% 198 0 0.0% Q2 2026 Jul 14, 2026
Wealth Advisory Solutions, LLC History No change 114,267 3,823 0.78% 0.78% 199 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 113,051 3,782 0.04% 0.04% 200 0 0.0% Q2 2026 Aug 12, 2026
Climber Capital SA History No change 113,092 3,776 2.31% 2.31% 201 0 0.0% Q2 2026 Jul 22, 2026
GSA CAPITAL PARTNERS LLP History No change 112,447 3,762 0.24% 0.24% 202 0 0.0% Q2 2026 Aug 06, 2026
Entelevest, LLC History No change 112,196 3,754 3.21% 3.21% 203 0 0.0% Q2 2026 Jul 22, 2026
Hofer & Associates. Inc History No change 110,527 3,698 1.79% 1.79% 204 0 0.0% Q2 2026 Jul 21, 2026
DLK Investment Management, LLC History No change 112,330 3,657 1.56% 1.56% 205 0 0.0% Q2 2026 Jul 14, 2026
JPMORGAN CHASE & CO History No change 106,115 3,560 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 106,063 3,548 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 104,909 3,510 0.32% 0.32% 208 0 0.0% Q2 2026 Jul 23, 2026
United Advisor Group, LLC History No change 104,786 3,506 0.37% 0.37% 209 0 0.0% Q2 2026 Jul 29, 2026
PFG Advisors History No change 103,949 3,478 0.18% 0.18% 210 0 0.0% Q2 2026 Jul 16, 2026
ABOUND FINANCIAL, LLC History No change 103,126 3,450 1.38% 1.38% 211 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 102,411 3,426 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 99,368 3,324 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 98,174 3,284 0.18% 0.18% 214 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 93,847 3,140 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 18, 2026
HARBOUR INVESTMENTS, INC. History No change 93,345 3,123 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 12, 2026
Inspire Advisors, LLC History No change 92,444 3,093 0.22% 0.22% 217 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 91,648 3,066 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 91,522 3,062 0.06% 0.06% 219 0 0.0% Q2 2026 Aug 06, 2026
Payne Capital LLC History No change 90,938 3,042 2.54% 2.54% 220 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Wealth Strategies, LLC History No change 89,653 2,999 1.6% 1.6% 221 0 0.0% Q2 2026 Jul 23, 2026
Wilkerson Advisory Group LLC History No change 88,584 2,964 0.91% 0.91% 222 0 0.0% Q2 2026 Jul 21, 2026
Clear Creek Financial Management, LLC History No change 88,018 2,945 0.19% 0.19% 223 0 0.0% Q2 2026 Jul 27, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 88,104 2,928 2.29% 2.29% 224 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 86,539 2,895 0.23% 0.23% 225 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 85,164 2,849 0.05% 0.05% 226 0 0.0% Q2 2026 Jul 09, 2026
Aspetuck Financial Management LLC History No change 82,959 2,775 1.63% 1.63% 227 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 82,742 2,768 0.88% 0.88% 228 0 0.0% Q2 2026 Jul 31, 2026
Trilogy Capital Inc. History No change 82,411 2,757 0.11% 0.11% 229 0 0.0% Q2 2026 Jul 02, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 80,530 2,694 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 04, 2026
PACIFIC FINANCIAL GROUP INC History No change 80,472 2,692 1.29% 1.29% 231 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 77,985 2,609 1.8% 1.8% 232 0 0.0% Q2 2026 Jul 24, 2026
Hibernia Wealth Partners, LLC History No change 77,707 2,600 1.41% 1.41% 233 0 0.0% Q2 2026 Jul 23, 2026
Winch Advisory Services, LLC History No change 77,324 2,587 0.54% 0.54% 234 0 0.0% Q2 2026 Aug 06, 2026
Centennial Bank/AR/ History No change 77,298 2,586 0.83% 0.83% 235 0 0.0% Q2 2026 Aug 10, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 75,182 2,515 2.07% 2.07% 236 0 0.0% Q2 2026 Jul 30, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 74,404 2,489 1.74% 1.74% 237 0 0.0% Q2 2026 Jul 07, 2026
Modern Wealth Management, LLC History No change 73,799 2,469 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 73,186 2,448 0.11% 0.11% 239 0 0.0% Q2 2026 Jul 24, 2026
ARRIEN INVESTMENTS, INC. History No change 72,054 2,410 1.22% 1.22% 240 0 0.0% Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History No change 70,150 2,347 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 05, 2026
MEITAV INVESTMENT HOUSE LTD History No change 68,791 2,294 0.02% 0.02% 242 0 0.0% Q2 2026 Jul 20, 2026
HighPoint Advisor Group LLC History No change 68,078 2,277 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 05, 2026
Brown Financial Advisors History No change 67,060 2,243 0.78% 0.78% 244 0 0.0% Q2 2026 Aug 26, 2026
Beacon Pointe Advisors, LLC History No change 66,238 2,216 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 18, 2026
Crestwood Advisors Group, LLC History No change 63,862 2,137 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 63,732 2,132 0.19% 0.19% 247 0 0.0% Q2 2026 Jul 22, 2026
UMB Bank, n.a. History No change 61,156 2,046 0.03% 0.03% 248 0 0.0% Q2 2026 Aug 13, 2026
Rinkey Investments History No change 60,896 2,037 0.48% 0.48% 249 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History No change 60,835 2,035 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 59,664 1,996 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
JT Stratford LLC History No change 59,566 1,993 0.22% 0.22% 252 0 0.0% Q2 2026 Aug 14, 2026
OLD MISSION CAPITAL LLC History No change 59,470 1,989 0.03% 0.03% 253 0 0.0% Q2 2026 Aug 14, 2026
Ally Invest Advisors Inc. History No change 59,338 1,985 0.12% 0.12% 254 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 57,438 1,921 0.03% 0.03% 255 0 0.0% Q2 2026 Jul 20, 2026
Gilbert Capital Group, Inc. History No change 56,114 1,877 1.31% 1.31% 256 0 0.0% Q2 2026 Jul 13, 2026
Impact Capital Partners LLC History No change 55,974 1,872 0.51% 0.51% 257 0 0.0% Q2 2026 Jul 14, 2026
Composition Wealth, LLC History No change 55,892 1,870 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 22, 2026
First International Bank of Israel Ltd. History No change 55,856 1,868 0.51% 0.51% 259 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 55,817 1,867 0.02% 0.02% 260 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 55,368 1,852 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 27, 2026
Arkadios Wealth Advisors History No change 54,972 1,839 0.03% 0.03% 262 0 0.0% Q2 2026 Aug 10, 2026
Global Endowment Management, LP History No change 54,077 1,809 0.18% 0.18% 263 0 0.0% Q2 2026 Aug 14, 2026
River Street Advisors LLC History No change 52,984 1,772 0.52% 0.52% 264 0 0.0% Q2 2026 Jul 21, 2026
Insight Advisors, LLC/ PA History No change 52,878 1,769 0.31% 0.31% 265 0 0.0% Q2 2026 Aug 05, 2026
Center For Asset Management LLC History No change 52,778 1,765 0.78% 0.78% 266 0 0.0% Q2 2026 Jul 27, 2026
TRUE Private Wealth Advisors History No change 51,672 1,728 0.15% 0.15% 267 0 0.0% Q2 2026 Jul 23, 2026
Integrity Advisory Solutions, LLC History No change 51,636 1,727 0.18% 0.18% 268 0 0.0% Q2 2026 Jul 31, 2026
SEGALL BRYANT & HAMILL, LLC History No change 50,669 1,695 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Partners LLC History No change 50,352 1,684 0.41% 0.41% 270 0 0.0% Q2 2026 Aug 05, 2026
BAILARD, INC. History No change 49,612 1,660 0.03% 0.03% 271 0 0.0% Q2 2026 Jul 30, 2026
Mascagni Wealth Management, Inc. History No change 49,322 1,650 1.03% 1.03% 272 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 48,813 1,633 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History No change 47,372 1,585 0.36% 0.36% 274 0 0.0% Q2 2026 Jul 08, 2026
CITADEL ADVISORS LLC History No change 46,261 1,547 0.0% 0.0% 275 0 0.0% Q2 2026 Sep 02, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 43,662 1,461 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 43,144 1,443 0.07% 0.07% 277 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Wealth History No change 42,909 1,435 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
DAVIDSON TRUST CO History No change 42,778 1,431 0.56% 0.56% 279 0 0.0% Q2 2026 Jul 29, 2026
Advisor OS, LLC History No change 42,002 1,405 0.09% 0.09% 280 0 0.0% Q2 2026 Aug 05, 2026
E&G Advisors, LLC History No change 41,796 1,398 0.27% 0.27% 281 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 41,399 1,385 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 19, 2026
Capital Investment Advisory Services, LLC History No change 40,877 1,367 0.08% 0.08% 283 0 0.0% Q2 2026 Jul 23, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 40,788 1,364 0.75% 0.75% 284 0 0.0% Q2 2026 Aug 13, 2026
KKM Financial LLC History No change 39,891 1,334 0.18% 0.18% 285 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 39,672 1,327 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 29, 2026
Community Bank, N.A. History No change 38,879 1,300 0.14% 0.14% 287 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 38,417 1,285 0.1% 0.1% 288 0 0.0% Q2 2026 Aug 07, 2026
Apollon Financial, LLC History No change 38,166 1,277 0.15% 0.15% 289 0 0.0% Q2 2026 Jul 22, 2026
Paladin Wealth, LLC History No change 38,111 1,275 0.74% 0.74% 290 0 0.0% Q2 2026 Jul 09, 2026
Acorn Wealth Advisors, LLC History No change 37,901 1,268 0.31% 0.31% 291 0 0.0% Q2 2026 Jul 30, 2026
Ausdal Financial Partners, Inc. History No change 37,359 1,250 0.05% 0.05% 292 0 0.0% Q2 2026 Aug 14, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 36,557 1,223 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 17, 2026
NWAM LLC History No change 36,083 1,207 0.06% 0.06% 294 0 0.0% Q2 2026 Jul 23, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 35,700 1,194 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 35,710 1,194 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD SECURITIES, INC. History No change 35,115 1,174 0.07% 0.07% 297 0 0.0% Q2 2026 Jul 15, 2026
Collaborative Wealth Managment Inc. History No change 34,838 1,165 0.49% 0.49% 298 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 34,642 1,159 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 28, 2026
Sharper & Granite LLC History No change 34,239 1,145 0.35% 0.35% 300 0 0.0% Q2 2026 Jul 16, 2026