SPDR SERIES TRUST - SPLB
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 | 4,795,091 | 107,410 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,627,182 | 103,648 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 4,160,100 | 93,186 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROCKLAND TRUST CO | History | Added to | 2,155,486 | 43,928 | 1.68% | 1.78% | 4 | +125,867 | 6.2% | Q3 2026 | Oct 05, 2026 |
| NYL Investors LLC | History | No change | 1,460,850 | 32,723 | 12.55% | 12.55% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 950,899 | 21,300 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 915,153 | 20,499 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 882,541 | 19,768 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 842,333 | 18,868 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 823,018 | 18,435 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 791,720 | 17,734 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 763,927 | 17,111 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 763,272 | 17,097 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 686,345 | 15,374 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 683,691 | 15,314 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 547,675 | 12,267 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Econ Financial Services Corp | History | No change | 525,451 | 11,770 | 5.5% | 5.5% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 502,849 | 11,263 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Advisors | History | No change | 484,688 | 10,857 | 0.55% | 0.55% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 443,647 | 9,938 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White & Co Financial Planning Inc | History | No change | 421,974 | 9,452 | 5.86% | 5.86% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Goldstone Financial Group, LLC | History | No change | 417,214 | 9,345 | 0.85% | 0.85% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graney & King, LLC | History | No change | 399,368 | 8,945 | 3.21% | 3.21% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 394,040 | 8,826 | 4.45% | 4.45% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 389,874 | 8,733 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 379,000 | 8,489 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 375,423 | 8,409 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedeker Wealth, LLC | History | No change | 335,036 | 7,504 | 1.43% | 1.43% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 274,303 | 6,144 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 267,557 | 5,993 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 254,912 | 5,710 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 206,323 | 4,621 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roan Capital Partners | History | No change | 175,836 | 3,938 | 3.27% | 3.27% | 33 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 171,153 | 3,833 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Private Capital, LLC | History | No change | 166,659 | 3,733 | 0.77% | 0.77% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 164,755 | 3,725 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 130,611 | 2,925 | 0.38% | 0.38% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 128,751 | 2,818 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CONNING INC. | History | No change | 124,080 | 2,779 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrature Capital Ltd | History | No change | 121,740 | 2,726 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 121,199 | 2,714 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aspetuck Financial Management LLC | History | No change | 121,014 | 2,710 | 1.6% | 1.6% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 117,759 | 2,637 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 107,676 | 2,411 | 0.8% | 0.8% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Raleigh Capital Management Inc. | History | No change | 102,169 | 2,288 | 0.73% | 0.73% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 97,119 | 2,175 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 96,768 | 2,168 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 93,668 | 2,098 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 90,908 | 2,049 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 83,752 | 1,876 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 80,207 | 1,796 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | No change | 79,721 | 1,785 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 78,962 | 1,768 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 78,899 | 1,767 | 0.62% | 0.62% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caitlin John, LLC | History | No change | 76,947 | 1,723 | 0.94% | 0.94% | 55 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | No change | 70,327 | 1,575 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 66,918 | 1,498 | 0.47% | 0.47% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 66,862 | 1,497 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 66,419 | 1,487 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOVEM GROUP | History | No change | 64,763 | 1,450 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 62,422 | 1,398 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 54,409 | 1,218 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 53,231 | 1,192 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 52,014 | 1,165 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUEFG, LLC | History | No change | 51,950 | 1,163 | 0.27% | 0.27% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,812 | 1,070 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 44,683 | 1,000 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | History | No change | 44,547 | 997 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 41,168 | 922 | 0.15% | 0.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boltwood Capital Management | History | Reduced | 44,550 | 907 | 0.2% | 0.23% | 70 | -300 | -0.67% | Q3 2026 | Oct 02, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 39,979 | 895 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 39,983 | 895 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 39,903 | 893 | 0.25% | 0.25% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KKM Financial LLC | History | No change | 38,514 | 862 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Network, LLC | History | No change | 37,626 | 842 | 0.57% | 0.57% | 75 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Advocates LLC | History | No change | 37,136 | 831 | 3.22% | 3.22% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 33,924 | 762 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 33,049 | 740 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 32,328 | 724 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 31,761 | 711 | 1.48% | 1.48% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 31,238 | 699 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 30,744 | 688 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 30,013 | 672 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sharkey, Howes & Javer | History | No change | 29,474 | 660 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 26,781 | 599 | 0.92% | 0.92% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisor OS, LLC | History | No change | 25,704 | 575 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RMR Capital Management, LLC | History | No change | 23,971 | 536 | 0.37% | 0.37% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 22,949 | 514 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 22,307 | 499 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 21,830 | 488 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 20,212 | 452 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Financial Private Client, LLC | History | No change | 19,394 | 434 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| International Private Wealth Advisors LLC | History | No change | 19,224 | 430 | 0.22% | 0.22% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 18,347 | 410 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 17,619 | 394 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 16,357 | 366 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entelevest, LLC | History | No change | 16,353 | 366 | 0.31% | 0.31% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HF Advisory Group, LLC | History | No change | 15,418 | 345 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 15,271 | 342 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RiverFront Investment Group, LLC | History | No change | 15,139 | 339 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,690 | 329 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 14,539 | 325 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | No change | 13,971 | 313 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 13,888 | 310 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 13,812 | 308 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 13,690 | 306 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 12,943 | 289 | 0.21% | 0.21% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 12,649 | 283 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Wealth Map LLC | History | No change | 12,759 | 273 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,115 | 271 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | No change | 11,775 | 263 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeGoal Investments, LLC | History | No change | 11,654 | 261 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,565 | 259 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,508 | 257 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 11,327 | 253 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascent Group, LLC | History | No change | 11,332 | 253 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 11,318 | 253 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 11,084 | 248 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 10,788 | 241 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthShield Partners, LLC | History | No change | 10,273 | 230 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 10,299 | 230 | 0.12% | 0.12% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Balefire, LLC | History | No change | 9,983 | 223 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,706 | 217 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 9,600 | 215 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Decker Retirement Planning Inc. | History | No change | 9,041 | 202 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GeoWealth Management, LLC | History | No change | 8,918 | 199 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,194 | 183 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,066 | 180 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,828 | 175 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 7,414 | 166 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strive Financial Group ,LLC | History | No change | 6,579 | 147 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,272 | 118 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4,832 | 108 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Investment Advisors / MI | History | No change | 4,514 | 101 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,433 | 99 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 3,913 | 87 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RMG Wealth Management LLC | History | No change | 3,898 | 83 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 3,712 | 83 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,729 | 80 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NFSG Corp | History | No change | 3,343 | 74 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 3,000 | 67 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,500 | 56 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,472 | 55 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 2,476 | 55 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,341 | 52 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 2,285 | 51 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,232 | 49 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,985 | 44 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,838 | 40 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,729 | 39 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,478 | 33 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,404 | 31 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 22 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 994 | 22 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bullock Wealth Management Group | History | No change | 811 | 18 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 631 | 14 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 467 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 436 | 9 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 268 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 255 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 149 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 147 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 101 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 76 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Reduced | 44 | 0 | — | 0.0% | — | -51 | -53.68% | Q3 2026 | Oct 05, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atomic Invest LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |