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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | No change | 3,869,418 | 99,366 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,803,213 | 71,986 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 1,668,236 | 42,840 | 1.91% | 1.91% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 1,228,789 | 31,555 | 3.59% | 3.59% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,041,207 | 26,738 | 0.34% | 0.34% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 848,847 | 21,798 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 830,222 | 21,320 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 808,835 | 20,770 | 2.75% | 2.75% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 698,096 | 17,927 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 426,017 | 10,940 | 0.64% | 0.64% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 421,149 | 10,815 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 391,911 | 10,064 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ERn Financial, LLC | History | No change | 371,944 | 9,551 | 1.58% | 1.58% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 346,590 | 8,900 | 0.31% | 0.31% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 322,186 | 8,273 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 316,529 | 8,128 | 1.18% | 1.18% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 310,719 | 7,979 | 0.31% | 0.31% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 284,279 | 7,300 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 269,522 | 6,921 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 217,545 | 5,586 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 206,789 | 5,310 | 1.22% | 1.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 200,387 | 5,145 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Procyon Advisors, LLC | History | No change | 186,544 | 4,790 | 0.21% | 0.21% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | No change | 168,079 | 4,316 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 162,020 | 4,160 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 158,108 | 4,060 | 0.51% | 0.51% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 142,117 | 3,649 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verde Capital Management | History | No change | 129,584 | 3,327 | 0.62% | 0.62% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garde Capital, Inc. | History | No change | 127,494 | 3,274 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Note Advisors, LLC | History | No change | 120,853 | 3,103 | 1.35% | 1.35% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 119,786 | 3,076 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 109,654 | 2,815 | 1.04% | 1.04% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 104,031 | 2,681 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 101,072 | 2,595 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 100,268 | 2,510 | 1.01% | 1.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 98,664 | 2,508 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 92,292 | 2,370 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | No change | 85,227 | 2,188 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 80,173 | 2,058 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALTFEST L J & CO INC | History | No change | 79,400 | 2,038 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jacobi Capital Management LLC | History | No change | 78,926 | 2,026 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 78,462 | 2,014 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 74,656 | 1,917 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rinkey Investments | History | No change | 71,130 | 1,826 | 0.43% | 0.43% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 69,425 | 1,783 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 68,315 | 1,754 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 57,379 | 1,473 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 56,780 | 1,458 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 56,381 | 1,447 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 55,588 | 1,354 | 0.03% | 0.04% | 50 | -1,969 | -3.42% | Q3 2026 | Oct 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 51,828 | 1,330 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 50,333 | 1,292 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 47,684 | 1,224 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 44,608 | 1,145 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 43,891 | 1,127 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| City State Bank | History | No change | 41,965 | 1,077 | 0.25% | 0.25% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 41,273 | 1,059 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 39,795 | 1,021 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 38,516 | 989 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 38,384 | 984 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 38,225 | 981 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 37,849 | 971 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 37,058 | 951 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 35,976 | 923 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 34,999 | 899 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 34,641 | 889 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 34,608 | 888 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 33,223 | 853 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 30,998 | 796 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 30,245 | 776 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 29,036 | 745 | 0.6% | 0.6% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 28,335 | 727 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasure Coast Financial Planning | History | No change | 27,817 | 714 | 0.35% | 0.35% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 27,470 | 705 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Auour Investments LLC | History | No change | 27,417 | 704 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | No change | 26,121 | 670 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 24,881 | 638 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIP Wealth, LLC | History | No change | 24,812 | 637 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KWB Wealth | History | No change | 24,674 | 633 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Savant Capital, LLC | History | No change | 24,008 | 620 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 23,602 | 606 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 23,298 | 598 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 23,322 | 598 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 22,466 | 576 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 21,424 | 550 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,213 | 519 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 19,291 | 495 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 18,968 | 487 | 0.34% | 0.34% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,720 | 480 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 17,768 | 456 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,754 | 404 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 15,670 | 402 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 14,536 | 373 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 14,660 | 371 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 12,837 | 329 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 12,693 | 325 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 12,329 | 317 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | No change | 12,456 | 315 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 12,262 | 314 | 0.15% | 0.15% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 12,018 | 308 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Detalus Advisors, LLC | History | No change | 11,904 | 305 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | No change | 11,700 | 300 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ridgewood Investments LLC | History | Reduced | 11,962 | 291 | 0.11% | 0.12% | 103 | -229 | -1.88% | Q3 2026 | Oct 05, 2026 |
| Independent Wealth Network Inc. | History | No change | 10,330 | 265 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | No change | 10,283 | 264 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,130 | 260 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Group | History | No change | 9,945 | 255 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,894 | 254 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordant, Inc. | History | No change | 9,814 | 252 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Banque Transatlantique SA | History | No change | 9,829 | 252 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Banco Santander, S.A. | History | No change | 9,548 | 245 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 9,297 | 238 | 0.17% | 0.17% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,190 | 235 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,943 | 229 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,848 | 227 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Southland Equity Partners LLC | History | No change | 8,786 | 225 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 8,263 | 212 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,929 | 203 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 7,886 | 202 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Planning, Inc. | History | No change | 7,826 | 200 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 7,435 | 190 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,629 | 185 | 0.01% | 0.01% | 122 | -446 | -5.52% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,677 | 162 | 0.0% | 0.0% | 123 | -272 | -3.91% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 5,975 | 153 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 5,783 | 148 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,621 | 144 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,299 | 136 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.A. Mason LLC | History | No change | 5,240 | 134 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,022 | 128 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,778 | 122 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,552 | 117 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4,445 | 114 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,434 | 113 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 4,213 | 108 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 4,142 | 106 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,045 | 103 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 4,015 | 103 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 3,622 | 93 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,523 | 90 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 3,369 | 86 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 2,791 | 71 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | No change | 2,754 | 70 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairway Wealth LLC | History | No change | 2,749 | 70 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,536 | 65 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Winch Advisory Services, LLC | History | No change | 2,039 | 52 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,960 | 50 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 1,902 | 48 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 1,617 | 41 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,600 | 41 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,468 | 37 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,278 | 32 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Financial Strategies CORP | History | No change | 1,251 | 32 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | No change | 1,244 | 31 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 1,093 | 28 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Capital Management, Inc. | History | No change | 958 | 24 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 830 | 21 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 850 | 21 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | No change | 785 | 20 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Covestor Ltd | History | No change | 650 | 17 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 700 | 17 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 660 | 16 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 608 | 15 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Trust Co LLC | History | No change | 573 | 14 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mosley Wealth Management | History | No change | 576 | 14 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 501 | 12 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 457 | 11 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 424 | 10 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 389 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 324 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 346 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 319 | 8 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 310 | 7 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 311 | 7 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 308 | 7 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 242 | 6 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 249 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 235 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 188 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 170 | 4 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 158 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 192 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 123 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 101 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | No change | 84 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 47 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Graney & King, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,672 | -100.0% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clearstead Trust, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |