SPDR SERIES TRUST - SPIP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 4,582,105 | 119,180 | 0.31% | 0.29% | 1 | +496,894 | 12.16% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 3,671,821 | 95,504 | 0.0% | 0.0% | 2 | -69,134 | -1.85% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,913,382 | 75,777 | 0.01% | 0.01% | 3 | -101,812 | -3.38% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,152,717 | 29,982 | 3.94% | 3.78% | 4 | +103,946 | 9.91% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,048,521 | 27,272 | 0.39% | 0.44% | 5 | -12,107 | -1.14% | Q1 2026 | Apr 10, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 888,426 | 23,121 | 1.12% | 1.6% | 6 | -297,244 | -25.07% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 825,939 | 21,482 | 0.03% | 0.03% | 7 | -10,181 | -1.22% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 749,958 | 19,506 | 0.01% | 0.01% | 8 | +30,877 | 4.29% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Added to | 749,586 | 19,496 | 3.0% | 2.92% | 9 | +33,997 | 4.75% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 693,510 | 18,038 | 0.0% | 0.0% | 10 | -120,981 | -14.85% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 444,825 | 11,569 | 0.0% | 0.0% | 11 | +95,484 | 27.33% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 409,420 | 10,649 | 0.0% | 0.0% | 12 | -4,986 | -1.2% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 387,984 | 10,091 | 0.0% | 0.0% | 13 | -155,880 | -28.66% | Q1 2026 | May 15, 2026 |
| ERn Financial, LLC | History | Added to | 346,671 | 9,016 | 1.7% | 1.69% | 14 | +839 | 0.24% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 336,737 | 8,758 | 0.0% | 0.0% | 15 | +3,724 | 1.12% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 299,225 | 7,782 | 0.34% | 0.18% | 16 | +153,099 | 104.77% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 298,038 | 7,751 | 0.04% | 0.02% | 17 | +152,531 | 104.83% | Q1 2026 | Apr 24, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 285,808 | 7,433 | 1.26% | 1.2% | 18 | +4,602 | 1.64% | Q1 2026 | Apr 28, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 228,137 | 5,933 | 1.56% | 1.59% | 19 | -7,017 | -2.98% | Q1 2026 | Apr 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 215,794 | 5,612 | 0.15% | 0.02% | 20 | +186,541 | 637.68% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 207,355 | 5,393 | 0.1% | 0.11% | 21 | -5,368 | -2.52% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Reduced | 189,325 | 4,924 | 0.24% | 0.25% | 22 | -2,467 | -1.29% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 184,065 | 4,787 | 0.01% | 0.01% | 23 | +18,622 | 11.26% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 164,957 | 4,290 | 0.0% | 0.0% | 24 | -7,590 | -4.4% | Q1 2026 | May 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 164,026 | 4,266 | 0.28% | 0.26% | 25 | +2,226 | 1.38% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 158,466 | 4,122 | 0.13% | 0.14% | 26 | -8,079 | -4.85% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 128,641 | 3,345 | 0.0% | 0.0% | 27 | +1,680 | 1.32% | Q1 2026 | May 05, 2026 |
| Verde Capital Management | History | Added to | 127,430 | 3,314 | 0.71% | 0.67% | 28 | +6,606 | 5.47% | Q1 2026 | Apr 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 120,897 | 3,144 | 0.19% | 0.19% | 29 | -1,940 | -1.58% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 119,066 | 3,098 | 0.0% | 0.0% | 30 | +47,770 | 67.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 115,261 | 2,997 | 0.0% | 0.0% | 31 | +3,896 | 3.5% | Q1 2026 | May 14, 2026 |
| Note Advisors, LLC | History | Added to | 114,850 | 2,987 | 1.49% | 1.45% | 32 | +6,455 | 5.96% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 107,253 | 2,789 | 1.1% | 1.05% | 33 | +4,963 | 4.85% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 101,047 | 2,628 | 0.16% | 0.01% | 34 | +14,355 | 16.56% | Q1 2026 | May 12, 2026 |
| Allen Capital Group, LLC | History | No change | 89,758 | 2,329 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 87,423 | 2,297 | 0.21% | 0.21% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 85,979 | 2,236 | 0.0% | 0.0% | 37 | +54,088 | 169.6% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 83,691 | 2,176 | 0.0% | 0.0% | 38 | -5,602 | -6.27% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 80,524 | 2,094 | 0.03% | 0.02% | 39 | +21,701 | 36.89% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 75,691 | 1,968 | 0.08% | 0.08% | 40 | +333 | 0.44% | Q1 2026 | Apr 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 75,321 | 1,959 | 0.21% | 0.19% | 41 | +7,014 | 10.27% | Q1 2026 | Apr 28, 2026 |
| Continuum Advisory, LLC | History | Added to | 74,110 | 1,927 | 0.18% | 0.19% | 42 | +2,769 | 3.88% | Q1 2026 | Apr 22, 2026 |
| Rinkey Investments | History | Added to | 72,051 | 1,874 | 0.48% | 0.46% | 43 | +1,559 | 2.21% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 67,620 | 1,758 | 0.1% | 0.09% | 44 | +8,137 | 13.68% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 61,737 | 1,615 | 0.11% | — | 45 | +61,737 | New | Q1 2026 | Apr 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 61,669 | 1,606 | 0.05% | 0.05% | 46 | +5,723 | 10.23% | Q1 2026 | May 06, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 60,121 | 1,563 | 0.75% | — | 47 | +60,121 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 59,911 | 1,558 | 0.0% | 0.0% | 48 | +30,159 | 101.37% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 58,603 | 1,524 | 0.11% | 0.13% | 49 | -18,739 | -24.23% | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 58,579 | 1,523 | 0.04% | 0.05% | 50 | -3,064 | -4.97% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 57,136 | 1,486 | 0.0% | 0.0% | 51 | +8,772 | 18.14% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | New | 56,780 | 1,476 | 0.19% | — | 52 | +56,780 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 51,169 | 1,330 | 0.0% | — | 53 | +51,169 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 50,301 | 1,308 | 0.0% | — | 54 | +50,301 | New | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 47,792 | 1,243 | 0.01% | — | 55 | +47,792 | New | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 42,907 | 1,116 | 0.03% | 0.03% | 56 | +1,423 | 3.43% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,792 | 1,087 | 0.0% | 0.0% | 57 | -1,967 | -4.5% | Q1 2026 | May 15, 2026 |
| City State Bank | History | No change | 41,765 | 1,086 | 0.28% | 0.3% | 58 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 41,156 | 1,070 | 0.23% | 0.26% | 59 | -2,947 | -6.68% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Added to | 40,953 | 1,065 | 0.07% | 0.06% | 60 | +4,245 | 11.56% | Q1 2026 | Apr 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 40,253 | 1,046 | 0.02% | 0.05% | 61 | -59,626 | -59.7% | Q1 2026 | Apr 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 40,108 | 1,043 | 0.28% | 0.2% | 62 | -344 | -0.85% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 39,756 | 1,034 | 0.0% | — | 63 | +39,756 | New | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 38,755 | 1,008 | 0.0% | — | 64 | +38,755 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,415 | 999 | 0.0% | 0.0% | 65 | -3,195 | -7.68% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 37,982 | 987 | 0.0% | 0.0% | 66 | -12 | -0.03% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 37,778 | 982 | 0.0% | — | 67 | +37,778 | New | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 36,936 | 960 | 0.02% | 0.02% | 68 | -850 | -2.25% | Q1 2026 | May 04, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 36,917 | 960 | 0.21% | 0.23% | 69 | -373 | -1.0% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 36,574 | 951 | 0.0% | 0.0% | 71 | -8,997 | -19.74% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 36,659 | 951 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Busey Bank | History | Reduced | 35,184 | 915 | 0.02% | 0.02% | 72 | -163 | -0.46% | Q1 2026 | Apr 28, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 34,636 | 900 | 0.09% | 0.11% | 73 | -8,158 | -19.06% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 34,126 | 887 | 0.0% | 0.0% | 74 | +711 | 2.13% | Q1 2026 | May 05, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 33,116 | 861 | 0.44% | 0.46% | 75 | -533 | -1.58% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | No change | 30,998 | 806 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 30,373 | 789 | 0.0% | 0.0% | 77 | +8,540 | 39.12% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 30,329 | 788 | 0.01% | 0.01% | 78 | -148 | -0.49% | Q1 2026 | May 06, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 28,565 | 742 | 0.66% | 0.68% | 79 | -595 | -2.04% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 28,014 | 726 | 0.0% | 0.01% | 80 | -791 | -2.75% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 26,748 | 695 | 0.22% | 0.21% | 81 | +701 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 24,962 | 649 | 0.18% | 0.18% | 82 | -215 | -0.85% | Q1 2026 | Apr 14, 2026 |
| KWB Wealth | History | Reduced | 24,101 | 625 | 0.06% | 0.06% | 83 | -602 | -2.44% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 23,577 | 613 | 0.02% | 0.02% | 84 | -488 | -2.03% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,526 | 611 | 0.0% | 0.0% | 85 | +2,055 | 9.57% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 23,483 | 610 | 0.0% | 0.0% | 86 | +3,556 | 17.85% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 23,322 | 606 | 0.02% | 0.03% | 87 | -11,616 | -33.25% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 22,630 | 588 | 0.21% | 0.21% | 88 | -1,705 | -7.01% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 22,466 | 584 | 0.07% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 18,993 | 491 | 0.4% | 0.4% | 90 | +690 | 3.77% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 18,081 | 469 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 17,864 | 464 | 0.37% | 0.19% | 92 | +9,024 | 102.08% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 17,393 | 452 | 0.0% | 0.0% | 93 | +662 | 3.96% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,663 | 433 | 0.0% | 0.0% | 94 | -2,849 | -14.6% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 15,434 | 401 | 0.0% | 0.0% | 95 | -3,103 | -16.74% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,367 | 399 | 0.0% | 0.0% | 96 | +1,090 | 7.63% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,145 | 394 | 0.0% | 0.0% | 97 | -3,188 | -17.39% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Added to | 15,092 | 392 | 0.01% | 0.01% | 98 | +6,508 | 75.82% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,592 | 379 | 0.0% | 0.0% | 99 | -3,096 | -17.5% | Q1 2026 | Apr 27, 2026 |
| Ridgewood Investments LLC | History | New | 13,829 | 359 | 0.15% | — | 100 | +13,829 | New | Q1 2026 | Apr 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 13,538 | 352 | 0.0% | — | 101 | +13,538 | New | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,301 | 345 | 0.18% | 0.18% | 102 | +267 | 2.05% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 12,835 | 333 | 0.09% | 0.1% | 103 | -666 | -4.93% | Q1 2026 | May 05, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 12,529 | 328 | 0.05% | 0.05% | 104 | +1,596 | 14.6% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Reduced | 12,435 | 323 | 0.02% | 0.02% | 105 | -225 | -1.78% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 12,345 | 321 | 0.0% | 0.0% | 106 | -532 | -4.13% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,307 | 319 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 12,077 | 314 | 0.01% | 0.01% | 108 | -7,430 | -38.09% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 12,018 | 312 | 0.03% | 0.03% | 109 | -107 | -0.88% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,888 | 309 | 0.0% | 0.0% | 111 | +2,290 | 23.86% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 11,889 | 309 | 0.02% | 0.02% | 110 | -1,363 | -10.29% | Q1 2026 | Apr 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 10,745 | 279 | 0.06% | 0.06% | 112 | +623 | 6.15% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | New | 10,488 | 272 | 0.08% | — | 113 | +10,488 | New | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Reduced | 9,945 | 258 | 0.02% | 0.02% | 114 | -465 | -4.47% | Q1 2026 | May 13, 2026 |
| Banque Transatlantique SA | History | New | 9,829 | 255 | 0.01% | — | 116 | +9,829 | New | Q1 2026 | May 13, 2026 |
| Cordant, Inc. | History | No change | 9,814 | 255 | 0.1% | 0.11% | 115 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | No change | 9,685 | 251 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Banco Santander, S.A. | History | No change | 9,548 | 248 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 9,297 | 241 | 0.18% | 0.2% | 119 | -508 | -5.18% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 9,190 | 239 | 0.0% | — | 120 | +9,190 | New | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 8,951 | 232 | 0.05% | 0.05% | 121 | -284 | -3.08% | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,846 | 230 | 0.02% | 0.02% | 122 | -118 | -1.32% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,636 | 224 | 0.01% | 0.01% | 123 | -2,313 | -21.13% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,136 | 211 | 0.04% | 0.04% | 124 | +40 | 0.49% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,075 | 210 | 0.01% | 0.01% | 125 | +69 | 0.86% | Q1 2026 | Apr 07, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 7,985 | 207 | 0.11% | 0.15% | 126 | -1,220 | -13.25% | Q1 2026 | Apr 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 7,939 | 206 | 0.02% | 0.02% | 127 | +504 | 6.78% | Q1 2026 | Apr 28, 2026 |
| Prosperity Planning, Inc. | History | No change | 7,826 | 203 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| McAdam, LLC | History | Reduced | 7,757 | 201 | 0.01% | 0.01% | 129 | -721 | -8.5% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,698 | 199 | 0.0% | 0.0% | 130 | -8,496 | -52.46% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,632 | 198 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,621 | 146 | 0.0% | — | 132 | +5,621 | New | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 5,586 | 144 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 5,389 | 140 | 0.02% | 0.02% | 134 | -1,460 | -21.32% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | No change | 5,240 | 136 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 5,112 | 132 | 0.01% | — | 136 | +5,112 | New | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,022 | 130 | 0.01% | 0.01% | 137 | +1,985 | 65.36% | Q1 2026 | Apr 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 4,975 | 129 | 0.1% | 0.13% | 138 | -1,360 | -21.47% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,974 | 128 | 0.0% | 0.0% | 139 | -3,172 | -38.94% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 4,213 | 109 | 0.02% | 0.03% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 4,118 | 107 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,045 | 105 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 3,944 | 102 | 0.0% | 0.0% | 143 | -1 | -0.03% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,598 | 93 | 0.0% | 0.0% | 144 | -264 | -6.84% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 3,518 | 91 | 0.0% | — | 147 | +3,518 | New | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Added to | 3,517 | 91 | 0.0% | 0.0% | 145 | +1,466 | 71.48% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,523 | 91 | 0.0% | 0.0% | 146 | -188 | -5.07% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 3,369 | 87 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,102 | 80 | 0.0% | 0.01% | 149 | -55,776 | -94.73% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,991 | 77 | 0.0% | 0.0% | 150 | -78 | -2.54% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | No change | 2,754 | 71 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 2,672 | 69 | 0.0% | — | 152 | +2,672 | New | Q1 2026 | Apr 16, 2026 |
| Mosley Wealth Management | History | New | 2,504 | 65 | 0.03% | — | 154 | +2,504 | New | Q1 2026 | Apr 27, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 2,536 | 65 | 0.03% | 0.03% | 153 | -198 | -7.24% | Q1 2026 | May 06, 2026 |
| Fairway Wealth LLC | History | Added to | 2,277 | 59 | 0.02% | 0.02% | 155 | +4 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,994 | 51 | 0.01% | 0.01% | 156 | +1 | 0.05% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,941 | 50 | 0.0% | 0.0% | 157 | -666 | -25.55% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,873 | 48 | 0.0% | 0.0% | 158 | -240 | -11.36% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,649 | 42 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | Reduced | 1,609 | 41 | 0.01% | 0.01% | 160 | -93 | -5.46% | Q1 2026 | Apr 22, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,600 | 41 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,468 | 38 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Northwest Capital Management Inc | History | No change | 1,476 | 38 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NFSG Corp | History | Reduced | 1,375 | 35 | 0.01% | 0.02% | 165 | -2,722 | -66.44% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,372 | 35 | 0.0% | 0.0% | 164 | +718 | 109.79% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,093 | 28 | 0.0% | 0.0% | 166 | -824 | -42.98% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 952 | 24 | 0.0% | 0.0% | 167 | +18 | 1.93% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 859 | 22 | 0.0% | — | 169 | +859 | New | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 850 | 22 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 721 | 18 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 700 | 18 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 599 | 16 | 0.01% | 0.01% | 173 | +9 | 1.53% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 652 | 16 | 0.0% | 0.0% | 172 | +2 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | No change | 608 | 15 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | No change | 520 | 13 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 457 | 11 | 0.0% | 0.0% | 177 | -190 | -29.37% | Q1 2026 | May 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 447 | 11 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 350 | 9 | 0.0% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 381 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 324 | 8 | 0.0% | — | 183 | +324 | New | Q1 2026 | May 18, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 8 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 311 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 312 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 239 | 6 | 0.0% | — | 188 | +239 | New | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 242 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | No change | 249 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 235 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 199 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 170 | 4 | 0.0% | 0.0% | 190 | -376 | -68.86% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | No change | 192 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 131 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Evergreen Advisors, LLC | History | New | 80 | 2 | 0.0% | — | 199 | +80 | New | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 104 | 2 | 0.0% | 0.0% | 194 | -14 | -11.86% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 88 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Investors Research Corp | History | No change | 84 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 47 | 1 | 0.0% | 0.0% | 203 | -435 | -90.25% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 63 | 1 | 0.0% | 0.0% | 202 | -289 | -82.1% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 66 | 1 | 0.0% | 0.0% | 200 | -86 | -56.58% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 64 | 1 | 0.0% | — | 207 | +64 | New | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 42 | 1 | 0.0% | — | 201 | +19 | 82.61% | Q1 2026 | May 12, 2026 |
| Graney & King, LLC | History | Reduced | 74 | 1 | 0.0% | 0.0% | 206 | -18 | -19.57% | Q1 2026 | May 18, 2026 |
| Parallel Advisors, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -202,235 | -100.0% | Q1 2026 | May 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,589 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,681 | -100.0% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,514 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,838 | -100.0% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -9,718 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.19% | — | -8,840 | -100.0% | Q1 2026 | May 20, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,997 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Comprehensive Money Management Services LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,727 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -538 | -100.0% | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 13, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | Apr 13, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 15 | 0 | — | — | — | -2 | -11.76% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Trust, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |