SPDR SERIES TRUST - SPIP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,085,211 | 106,011 | 0.29% | 0.28% | 1 | +543,940 | 15.36% | Q4 2025 | Jan 26, 2026 |
| STATE STREET CORP | History | Reduced | 3,740,955 | 97,077 | 0.0% | 0.0% | 2 | -35,111 | -0.93% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,015,194 | 78,244 | 0.01% | 0.01% | 3 | -87,917 | -2.83% | Q4 2025 | Feb 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 1,185,670 | 30,827 | 1.6% | 1.9% | 4 | -91,542 | -7.17% | Q4 2025 | Feb 06, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,060,628 | 27,523 | 5.0% | 0.45% | 5 | -9,983 | -0.93% | Q4 2025 | Mar 04, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,048,771 | 27,215 | 3.78% | 3.77% | 6 | +47,036 | 4.7% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Reduced | 836,120 | 21,697 | 0.03% | 0.04% | 7 | -2,238 | -0.27% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 814,491 | 21,136 | 0.0% | 0.0% | 8 | +157,340 | 23.94% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 719,081 | 18,660 | 0.01% | 0.01% | 9 | -714,454 | -49.84% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | Added to | 715,589 | 18,569 | 2.92% | 2.72% | 10 | +62,930 | 9.64% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 543,864 | 14,113 | 0.0% | 0.0% | 11 | -19,383 | -3.44% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 414,406 | 10,753 | 0.0% | 0.0% | 12 | -12,392 | -2.9% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 349,341 | 9,065 | 0.0% | 0.0% | 13 | +99,572 | 39.87% | Q4 2025 | Mar 25, 2026 |
| ERn Financial, LLC | History | Added to | 345,832 | 8,974 | 1.69% | 1.61% | 14 | +35,433 | 11.42% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 333,013 | 8,641 | 0.0% | 0.0% | 15 | -15,222 | -4.37% | Q4 2025 | Feb 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 281,206 | 7,297 | 1.2% | 1.26% | 16 | -14,179 | -4.8% | Q4 2025 | Jan 26, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 235,154 | 6,102 | 1.59% | 1.64% | 17 | -18,036 | -7.12% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 212,723 | 5,520 | 0.11% | 0.11% | 18 | -3,317 | -1.54% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 202,235 | 5,248 | 0.23% | 0.23% | 19 | +11,654 | 6.11% | Q4 2025 | Feb 10, 2026 |
| Procyon Advisors, LLC | History | Reduced | 191,792 | 4,977 | 0.25% | 0.3% | 20 | -1,247 | -0.65% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Added to | 172,547 | 4,477 | 0.0% | 0.01% | 21 | +3,773 | 2.24% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 166,545 | 4,322 | 0.14% | 0.1% | 22 | +73,824 | 79.62% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 165,443 | 4,293 | 0.01% | 0.01% | 23 | +12,669 | 8.29% | Q4 2025 | Feb 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 161,800 | 4,198 | 0.26% | 0.26% | 24 | +6,051 | 3.89% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 146,126 | 3,792 | 0.18% | 0.15% | 25 | +16,401 | 12.64% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 145,507 | 3,775 | 0.02% | 0.02% | 26 | +23,885 | 19.64% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 126,961 | 3,294 | 0.0% | 0.0% | 27 | +25,304 | 24.89% | Q4 2025 | Feb 10, 2026 |
| Garde Capital, Inc. | History | Added to | 122,837 | 3,187 | 0.19% | 0.15% | 28 | +1,914 | 1.58% | Q4 2025 | Feb 10, 2026 |
| Verde Capital Management | History | Added to | 120,824 | 3,135 | 0.67% | 0.66% | 29 | +7,555 | 6.67% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 111,365 | 2,889 | 0.0% | 0.0% | 30 | -1,404 | -1.25% | Q4 2025 | Feb 18, 2026 |
| Note Advisors, LLC | History | Added to | 108,395 | 2,818 | 1.45% | 1.59% | 31 | +6,444 | 6.32% | Q4 2025 | Feb 18, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 102,290 | 2,654 | 1.05% | 1.18% | 32 | +1,354 | 1.34% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 99,879 | 2,591 | 0.05% | 0.05% | 33 | -223 | -0.22% | Q4 2025 | Jan 14, 2026 |
| Allen Capital Group, LLC | History | Added to | 89,758 | 2,329 | 0.21% | 0.22% | 34 | +2,250 | 2.57% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 89,293 | 2,317 | 0.0% | 0.0% | 35 | -25,137 | -21.97% | Q4 2025 | Feb 02, 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 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 86,692 | 2,249 | 0.01% | 0.02% | 37 | -194,021 | -69.12% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 77,342 | 2,007 | 0.13% | 0.14% | 38 | -2,200 | -2.77% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 75,358 | 1,955 | 0.08% | 0.08% | 39 | -1,964 | -2.54% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 71,341 | 1,851 | 0.19% | 0.19% | 40 | +4,111 | 6.11% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 71,296 | 1,850 | 0.0% | 0.0% | 41 | +45,996 | 181.8% | Q4 2025 | Feb 11, 2026 |
| Rinkey Investments | History | Reduced | 70,492 | 1,829 | 0.46% | 0.5% | 42 | -742 | -1.04% | Q4 2025 | Feb 04, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 68,307 | 1,772 | 0.19% | 0.2% | 43 | -98 | -0.14% | Q4 2025 | Jan 23, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 61,643 | 1,601 | 0.05% | 0.05% | 44 | -2,870 | -4.45% | Q4 2025 | Jan 16, 2026 |
| Jacobi Capital Management LLC | History | Added to | 59,483 | 1,543 | 0.09% | 0.09% | 45 | +3,257 | 5.79% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 58,878 | 1,527 | 0.01% | 0.01% | 46 | +8,239 | 16.27% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 58,823 | 1,526 | 0.02% | 0.02% | 47 | +10,595 | 21.97% | Q4 2025 | Feb 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 55,946 | 1,451 | 0.05% | 0.05% | 48 | +3,346 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 48,364 | 1,255 | 0.0% | 0.0% | 49 | -443 | -0.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 45,571 | 1,183 | 0.0% | — | 50 | +45,571 | New | Q4 2025 | Feb 17, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 44,103 | 1,144 | 0.26% | 0.25% | 51 | +5,682 | 14.79% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 43,759 | 1,135 | 0.0% | 0.0% | 52 | -1,115 | -2.48% | Q4 2025 | Feb 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 42,794 | 1,110 | 0.11% | 0.14% | 53 | -10,457 | -19.64% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | Reduced | 41,765 | 1,083 | 0.3% | 0.32% | 54 | -600 | -1.42% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 41,610 | 1,079 | 0.0% | 0.0% | 55 | -4,686 | -10.12% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 41,484 | 1,076 | 0.03% | 0.03% | 56 | +3,051 | 7.94% | Q4 2025 | Feb 09, 2026 |
| Global View Capital Management LLC | History | Added to | 40,452 | 1,049 | 0.2% | 0.22% | 57 | +1,879 | 4.87% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 37,994 | 995 | 0.0% | 0.0% | 58 | +323 | 0.86% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 37,786 | 980 | 0.02% | 0.03% | 59 | -9,749 | -20.51% | Q4 2025 | Jan 28, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 37,290 | 967 | 0.23% | 0.24% | 60 | +32 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Charles Schwab Trust Co | History | Added to | 36,708 | 952 | 0.06% | 0.06% | 61 | +2,170 | 6.28% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Reduced | 36,659 | 951 | 0.0% | 0.0% | 62 | -161 | -0.44% | Q4 2025 | Jan 29, 2026 |
| Busey Bank | History | Reduced | 35,347 | 917 | 0.02% | 0.03% | 63 | -152 | -0.43% | Q4 2025 | Jan 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 34,938 | 906 | 0.03% | 0.03% | 64 | -492 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Treasure Coast Financial Planning | History | Added to | 33,649 | 873 | 0.46% | 0.48% | 65 | +987 | 3.02% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | New | 33,415 | 867 | 0.0% | — | 66 | +33,415 | New | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 31,891 | 827 | 0.0% | 0.0% | 67 | -116,285 | -78.48% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 30,998 | 815 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 30,477 | 790 | 0.01% | 0.01% | 69 | -564 | -1.82% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,752 | 772 | 0.0% | 0.0% | 70 | +909 | 3.15% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 29,253 | 759 | 0.02% | — | 71 | +29,253 | New | Q4 2025 | Feb 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 29,160 | 756 | 0.68% | 0.71% | 72 | -106 | -0.36% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | New | 28,805 | 747 | 0.01% | — | 73 | +28,805 | New | Q4 2025 | Feb 17, 2026 |
| Auour Investments LLC | History | Added to | 26,047 | 675 | 0.21% | 0.22% | 74 | +254 | 0.98% | Q4 2025 | Jan 12, 2026 |
| Amicus Financial Advisors, LLC | History | New | 25,177 | 653 | 0.18% | — | 75 | +25,177 | New | Q4 2025 | Mar 02, 2026 |
| KWB Wealth | History | Added to | 24,703 | 641 | 0.06% | 0.06% | 76 | +4,854 | 24.45% | Q4 2025 | Jan 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 24,335 | 631 | 0.21% | 0.15% | 77 | +5,899 | 32.0% | Q4 2025 | Jan 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 24,065 | 624 | 0.02% | 0.03% | 78 | -1,313 | -5.17% | Q4 2025 | Jan 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 22,466 | 582 | 0.06% | 0.07% | 79 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Added to | 21,833 | 566 | 0.0% | 0.0% | 80 | +180 | 0.83% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 21,471 | 557 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 19,927 | 517 | 0.0% | 0.0% | 82 | -4,192 | -17.38% | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 19,507 | 506 | 0.01% | 0.01% | 84 | -7,339 | -27.34% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,512 | 506 | 0.0% | 0.0% | 83 | +2,527 | 14.88% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,537 | 481 | 0.0% | 0.01% | 85 | -68 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,333 | 476 | 0.0% | 0.0% | 86 | -2,630 | -12.55% | Q4 2025 | Feb 11, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 18,303 | 474 | 0.4% | 0.42% | 87 | +50 | 0.27% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,081 | 469 | 0.01% | 0.02% | 88 | +2,639 | 17.09% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,688 | 459 | 0.0% | 0.0% | 89 | -4,471 | -20.18% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 16,731 | 434 | 0.0% | 0.0% | 90 | +1,493 | 9.8% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 16,589 | 430 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,194 | 420 | 0.0% | 0.0% | 92 | +5,775 | 55.43% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,277 | 371 | 0.0% | 0.0% | 93 | +502 | 3.64% | Q4 2025 | Jan 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 13,501 | 350 | 0.1% | 0.11% | 94 | -175 | -1.28% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,252 | 343 | 0.02% | 0.03% | 95 | -749 | -5.35% | Q4 2025 | Jan 23, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,034 | 338 | 0.18% | 0.19% | 96 | +63 | 0.49% | Q4 2025 | Feb 24, 2026 |
| Savant Capital, LLC | History | Reduced | 12,877 | 334 | 0.0% | 0.0% | 97 | -293 | -2.22% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | New | 12,660 | 329 | 0.02% | — | 99 | +12,660 | New | Q4 2025 | Feb 04, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 12,681 | 329 | 0.09% | 0.09% | 98 | -12 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 12,307 | 319 | 0.01% | 0.01% | 100 | -549 | -4.27% | Q4 2025 | Feb 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 12,125 | 314 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 11,514 | 298 | 0.04% | 0.05% | 102 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,949 | 284 | 0.01% | 0.01% | 103 | -3,730 | -25.41% | Q4 2025 | Feb 06, 2026 |
| Financial Strategies Group, Inc. | History | No change | 10,933 | 284 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 10,838 | 281 | 0.1% | 0.14% | 105 | -2,233 | -17.08% | Q4 2025 | Feb 09, 2026 |
| Keystone Financial Group | History | Reduced | 10,410 | 270 | 0.02% | 0.02% | 106 | -1,707 | -14.09% | Q4 2025 | Feb 06, 2026 |
| Detalus Advisors, LLC | History | Reduced | 10,122 | 262 | 0.06% | 0.07% | 107 | -31 | -0.31% | Q4 2025 | Feb 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 9,805 | 254 | 0.2% | — | 109 | +9,805 | New | Q4 2025 | Mar 05, 2026 |
| Cordant, Inc. | History | Added to | 9,814 | 254 | 0.11% | 0.12% | 108 | +49 | 0.5% | Q4 2025 | Jan 12, 2026 |
| Accel Wealth Management | History | Reduced | 9,718 | 252 | 0.07% | 0.08% | 110 | -873 | -8.24% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,685 | 251 | 0.0% | 0.0% | 111 | +129 | 1.35% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,598 | 249 | 0.0% | 0.0% | 112 | -2,264 | -19.09% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 9,548 | 247 | 0.0% | — | 113 | +9,548 | New | Q4 2025 | Feb 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 9,235 | 239 | 0.05% | 0.08% | 114 | -6,517 | -41.37% | Q4 2025 | Jan 14, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 9,205 | 238 | 0.15% | — | 115 | +9,205 | New | Q4 2025 | Feb 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,964 | 233 | 0.02% | 0.02% | 116 | -1,374 | -13.29% | Q4 2025 | Jan 15, 2026 |
| TrueWealth Financial Partners | History | New | 8,840 | 229 | 0.19% | — | 117 | +8,840 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 8,840 | 229 | 0.19% | — | 118 | +8,840 | New | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | New | 8,584 | 222 | 0.01% | — | 119 | +8,584 | New | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Reduced | 8,478 | 220 | 0.01% | 0.01% | 120 | -403 | -4.54% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,146 | 211 | 0.0% | 0.0% | 121 | -619 | -7.06% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,096 | 210 | 0.04% | 0.04% | 122 | +120 | 1.5% | Q4 2025 | Feb 02, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 7,997 | 207 | 0.01% | 0.02% | 123 | -4,167 | -34.26% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,006 | 207 | 0.01% | 0.01% | 124 | -569 | -6.64% | Q4 2025 | Jan 13, 2026 |
| Prosperity Planning, Inc. | History | No change | 7,826 | 203 | 0.05% | 0.06% | 125 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,727 | 200 | 0.14% | 0.14% | 126 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 7,632 | 198 | 0.01% | — | 127 | +7,632 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 7,435 | 192 | 0.02% | 0.02% | 128 | +1,231 | 19.84% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 6,849 | 177 | 0.02% | 0.04% | 129 | -3,491 | -33.76% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6,335 | 164 | 0.13% | — | 130 | +6,335 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Added to | 5,586 | 144 | 0.03% | 0.03% | 131 | +242 | 4.53% | Q4 2025 | Jan 14, 2026 |
| S.A. Mason LLC | History | No change | 5,240 | 135 | 0.05% | 0.06% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Reduced | 4,213 | 109 | 0.03% | 0.04% | 133 | -24 | -0.57% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | No change | 4,118 | 107 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 4,097 | 106 | 0.02% | — | 135 | +4,097 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,045 | 104 | 0.0% | 0.0% | 136 | -623 | -13.35% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 3,945 | 102 | 0.0% | — | 137 | +3,945 | New | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,862 | 100 | 0.0% | 0.0% | 138 | -160 | -3.98% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,711 | 96 | 0.0% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | No change | 3,369 | 87 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,069 | 79 | 0.0% | 0.0% | 141 | -697 | -18.51% | Q4 2025 | Mar 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,037 | 78 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | Reduced | 2,754 | 71 | 0.03% | 0.03% | 143 | -2 | -0.07% | Q4 2025 | Jan 27, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,734 | 70 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 2,607 | 67 | 0.0% | 0.0% | 145 | +144 | 5.85% | Q4 2025 | Jan 30, 2026 |
| Fairway Wealth LLC | History | Added to | 2,273 | 58 | 0.02% | 0.02% | 146 | +140 | 6.56% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,113 | 54 | 0.0% | 0.0% | 147 | +1,938 | 1107.43% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 2,051 | 53 | 0.0% | 0.0% | 148 | +999 | 94.96% | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,993 | 51 | 0.01% | 0.01% | 149 | +26 | 1.32% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 1,917 | 49 | 0.0% | 0.0% | 150 | -2,406 | -55.66% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Added to | 1,702 | 44 | 0.01% | 0.01% | 151 | +64 | 3.91% | Q4 2025 | Jan 20, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,649 | 42 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,600 | 41 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Northwest Capital Management Inc | History | Reduced | 1,476 | 38 | 0.16% | 0.14% | 155 | -3,516 | -70.43% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,468 | 38 | 0.0% | — | 154 | +1,468 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,087 | 28 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 934 | 24 | 0.0% | 0.0% | 157 | -4 | -0.43% | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 850 | 22 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 721 | 18 | 0.0% | — | 159 | +721 | New | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 700 | 18 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 650 | 16 | 0.0% | 0.0% | 162 | +286 | 78.57% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 654 | 16 | 0.0% | 0.0% | 161 | -45 | -6.44% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 590 | 15 | 0.01% | 0.01% | 163 | +36 | 6.5% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Reduced | 608 | 15 | 0.0% | 0.0% | 164 | -20 | -3.18% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 546 | 14 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WFA of San Diego, LLC | History | No change | 520 | 13 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | No change | 538 | 13 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 482 | 12 | 0.0% | 0.0% | 168 | +435 | 925.53% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 447 | 11 | 0.0% | 0.0% | 169 | -928 | -67.49% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 381 | 9 | 0.0% | — | 172 | +381 | New | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | New | 352 | 9 | 0.0% | — | 170 | +352 | New | Q4 2025 | Feb 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 350 | 9 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 326 | 8 | 0.0% | — | 173 | +326 | New | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 312 | 8 | 0.0% | — | 176 | +312 | New | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 311 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 284 | 7 | 0.0% | 0.0% | 177 | +4 | 1.43% | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cape Investment Advisory, Inc. | History | New | 251 | 6 | 0.0% | — | 181 | +251 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 235 | 6 | 0.0% | 0.0% | 183 | -64 | -21.4% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 242 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 245 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | No change | 249 | 6 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 199 | 5 | 0.0% | 0.0% | 185 | -617 | -75.61% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 226 | 5 | 0.0% | — | 184 | +226 | New | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 192 | 4 | 0.0% | — | 186 | +192 | New | Q4 2025 | Feb 12, 2026 |
| HOEY INVESTMENTS, INC | History | New | 172 | 4 | 0.0% | — | 187 | +172 | New | Q4 2025 | Jan 28, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 123 | 3 | 0.0% | 0.0% | 190 | -504 | -80.38% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Added to | 152 | 3 | 0.0% | 0.0% | 188 | +86 | 130.3% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 118 | 3 | 0.0% | 0.0% | 189 | -12 | -9.23% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 93 | 2 | 0.0% | 0.0% | 191 | -93 | -50.0% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | New | 85 | 2 | 0.0% | — | 193 | +85 | New | Q4 2025 | Feb 03, 2026 |
| Graney & King, LLC | History | Added to | 92 | 2 | 0.0% | 0.0% | 196 | +2 | 2.22% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 82 | 2 | 0.0% | 0.0% | 195 | +1 | 1.23% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 88 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Investors Research Corp | History | No change | 84 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 75 | 1 | 0.0% | — | 199 | +75 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 43 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stadion Money Management, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -667,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -100,936 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -59,946 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,122 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,607 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,520 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,753 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -607 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17 | 0 | — | 0.0% | — | -517 | -96.82% | Q4 2025 | Feb 10, 2026 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Greenline Wealth Management LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 23 | 0 | — | — | — | +7 | 43.75% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 24 | 0 | — | — | — | -1 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JFS WEALTH ADVISORS, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearstead Trust, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |