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 | Added to | 7,080,029 | 157,318 | 0.01% | 0.0% | 1 | +3,848,998 | 119.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,231,971 | 94,034 | 0.02% | 0.01% | 2 | +1,829,592 | 76.16% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,246,052 | 72,127 | 0.02% | 0.01% | 3 | +2,238,029 | 222.02% | Q1 2026 | May 04, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 2,345,000 | 52,105 | 1.1% | — | 4 | +2,345,000 | New | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,939,392 | 43,093 | 1.73% | 1.62% | 5 | +115,212 | 6.32% | Q1 2026 | Apr 16, 2026 |
| Bramshill Investments, LLC | History | Added to | 1,781,208 | 39,578 | 3.41% | 0.64% | 6 | +1,281,208 | 256.24% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | No change | 1,456,598 | 32,365 | 12.23% | 11.17% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,121,090 | 24,911 | 0.05% | 0.04% | 8 | +82,982 | 7.99% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 961,700 | 21,368 | 0.0% | 0.0% | 9 | -940,179 | -49.43% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 949,369 | 21,095 | 0.0% | 0.0% | 10 | +15,761 | 1.69% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 751,225 | 16,692 | 0.01% | 0.01% | 11 | +52,957 | 7.58% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 665,442 | 14,786 | 0.05% | 0.04% | 12 | +195,058 | 41.47% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 599,372 | 13,318 | 0.07% | 0.03% | 13 | +215,868 | 56.29% | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 594,232 | 13,203 | 0.08% | 0.01% | 14 | +489,381 | 466.74% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 552,122 | 12,268 | 1.33% | 1.59% | 15 | -79,469 | -12.58% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 550,889 | 12,240 | 0.0% | 0.0% | 16 | +57,905 | 11.75% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 535,588 | 11,900 | 0.02% | 0.01% | 17 | +314,468 | 142.22% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 518,888 | 11,529 | 0.01% | 0.0% | 18 | +390,127 | 302.99% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 496,638 | 11,035 | 0.16% | 0.06% | 19 | +336,709 | 210.54% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 428,104 | 9,512 | 0.46% | 0.44% | 20 | +25,921 | 6.45% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 415,920 | 9,242 | 0.0% | 0.0% | 21 | -57,077 | -12.07% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 380,894 | 8,463 | 4.59% | 4.7% | 22 | +11,741 | 3.18% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 376,210 | 8,359 | 0.0% | 0.0% | 23 | +40,928 | 12.21% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | Added to | 376,158 | 8,358 | 4.5% | 4.76% | 24 | +15,830 | 4.39% | Q1 2026 | May 18, 2026 |
| White & Co Financial Planning Inc | History | Added to | 371,370 | 8,251 | 5.8% | 5.64% | 25 | +36,967 | 11.05% | Q1 2026 | May 06, 2026 |
| Hedeker Wealth, LLC | History | Added to | 340,155 | 7,558 | 1.6% | 1.28% | 26 | +70,220 | 26.01% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 335,000 | 7,443 | 0.0% | 0.02% | 27 | +70,000 | 26.42% | Q1 2026 | May 04, 2026 |
| Passumpsic Savings Bank | History | No change | 325,655 | 7,353 | 4.02% | 4.02% | 28 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | Added to | 262,429 | 5,831 | 3.5% | 2.81% | 29 | +72,352 | 38.06% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 259,210 | 5,759 | 0.01% | 0.01% | 30 | -10,009 | -3.72% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 247,795 | 5,506 | 0.0% | 0.0% | 31 | -91,687 | -27.01% | Q1 2026 | May 05, 2026 |
| Econ Financial Services Corp | History | New | 240,446 | 5,342 | 2.48% | — | 32 | +240,446 | New | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 236,225 | 5,249 | 0.04% | 0.01% | 33 | +171,493 | 264.93% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 223,686 | 4,970 | 0.01% | 0.02% | 34 | -97,066 | -30.26% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | New | 204,991 | 4,554 | 0.01% | — | 35 | +204,991 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 201,671 | 4,481 | 0.02% | 0.02% | 36 | -27,014 | -11.81% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 185,956 | 4,131 | 0.27% | 0.26% | 37 | +9,968 | 5.66% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 179,556 | 3,959 | 0.0% | 0.0% | 38 | +8,741 | 5.12% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 169,378 | 3,780 | 0.01% | 0.0% | 39 | +137,257 | 427.31% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 167,151 | 3,714 | 0.0% | 0.0% | 40 | +61,734 | 58.56% | Q1 2026 | May 15, 2026 |
| Roan Capital Partners | History | New | 164,340 | 3,651 | 3.37% | — | 41 | +164,340 | New | Q1 2026 | Apr 15, 2026 |
| Aspire Private Capital, LLC | History | Added to | 161,244 | 3,582 | 0.81% | 0.26% | 42 | +109,802 | 213.45% | Q1 2026 | Apr 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 129,706 | 2,882 | 1.07% | 2.44% | 43 | -163,756 | -55.8% | Q1 2026 | May 06, 2026 |
| CONNING INC. | History | No change | 124,080 | 2,757 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 121,429 | 2,698 | 1.85% | 1.84% | 45 | -125 | -0.1% | Q1 2026 | May 06, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 118,771 | 2,639 | 1.0% | 0.33% | 46 | +80,211 | 208.02% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | Added to | 112,937 | 2,509 | 0.38% | 0.31% | 47 | +27,809 | 32.67% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 107,306 | 2,384 | 0.06% | 0.06% | 48 | +5,010 | 4.9% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 103,453 | 2,298 | 0.02% | 0.02% | 49 | -11,670 | -10.14% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 97,476 | 2,165 | 0.75% | 0.24% | 50 | +68,477 | 236.14% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 95,593 | 2,124 | 0.01% | 0.0% | 51 | +56,035 | 141.65% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 84,423 | 1,875 | 0.0% | 0.0% | 52 | +55,677 | 193.69% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 84,048 | 1,834 | 0.0% | 0.0% | 53 | +2,208 | 2.7% | Q1 2026 | May 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 81,423 | 1,809 | 0.76% | 0.67% | 54 | +11,062 | 15.72% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 80,815 | 1,795 | 0.01% | 0.01% | 55 | +31,558 | 64.07% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 76,121 | 1,691 | 0.15% | 0.19% | 56 | +3,395 | 4.67% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 75,872 | 1,689 | 0.13% | 0.09% | 57 | +7,093 | 10.31% | Q1 2026 | May 20, 2026 |
| UBS Group AG | History | Added to | 73,814 | 1,640 | 0.0% | 0.0% | 58 | +1,762 | 2.45% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 73,767 | 1,639 | 0.06% | 0.0% | 59 | -6,075 | -7.61% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 72,915 | 1,620 | 0.03% | 0.1% | 60 | -131,686 | -64.36% | Q1 2026 | Apr 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 69,958 | 1,554 | 0.11% | 0.04% | 61 | +46,841 | 202.63% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 69,735 | 1,549 | 0.01% | 0.01% | 62 | +14,766 | 26.86% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | New | 65,445 | 1,454 | 0.2% | — | 63 | +65,445 | New | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 64,187 | 1,449 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 63,149 | 1,403 | 0.53% | 0.5% | 65 | +2,392 | 3.94% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Added to | 62,457 | 1,387 | 0.16% | 0.15% | 66 | +4,999 | 8.7% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Added to | 53,159 | 1,181 | 0.0% | — | 67 | +53,142 | 312600.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 52,876 | 1,174 | 0.0% | 0.0% | 68 | +4,274 | 8.79% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 51,610 | 1,147 | 0.02% | 0.02% | 69 | -5,689 | -9.93% | Q1 2026 | Apr 14, 2026 |
| TRUEFG, LLC | History | Added to | 50,344 | 1,118 | 0.3% | 0.3% | 70 | +6 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Added to | 46,395 | 1,030 | 0.03% | 0.01% | 71 | +30,073 | 184.25% | Q1 2026 | May 04, 2026 |
| Boltwood Capital Management | History | Reduced | 45,000 | 999 | 0.25% | 0.27% | 72 | -200 | -0.44% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 44,719 | 993 | 0.02% | 0.01% | 73 | +28,243 | 171.42% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 43,223 | 960 | 0.03% | 0.03% | 74 | +4,183 | 10.71% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 42,920 | 953 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 42,170 | 937 | 0.06% | 0.05% | 76 | +5,865 | 16.15% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 79,198 | 925 | 0.04% | 0.0% | 77 | +37,449 | 89.7% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 41,392 | 919 | 0.07% | 0.08% | 78 | -4,987 | -10.75% | Q1 2026 | May 08, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 40,658 | 903 | 0.06% | 0.06% | 79 | +1,036 | 2.61% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 39,952 | 887 | 0.02% | 0.01% | 80 | +28,566 | 250.89% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 39,163 | 870 | 0.02% | 0.02% | 81 | -274 | -0.69% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Reduced | 38,453 | 854 | 3.78% | 4.75% | 82 | -779,932 | -95.3% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 37,833 | 840 | 0.16% | 0.16% | 83 | +2,281 | 6.42% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 37,602 | 835 | 0.0% | 0.0% | 84 | -6,162 | -14.08% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 36,587 | 812 | 0.15% | 0.16% | 85 | -795 | -2.13% | Q1 2026 | Apr 15, 2026 |
| KKM Financial LLC | History | No change | 34,150 | 771 | 0.14% | 0.14% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 33,597 | 746 | 0.14% | 0.11% | 87 | +2,110 | 6.7% | Q1 2026 | May 11, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 32,863 | 730 | 1.63% | 0.54% | 88 | +22,227 | 208.98% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 31,899 | 708 | 0.0% | 0.0% | 89 | +21,887 | 218.61% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,986 | 621 | 0.0% | 0.0% | 90 | +18,059 | 181.92% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 27,470 | 610 | 0.0% | — | 91 | +27,470 | New | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Reduced | 27,370 | 608 | 0.04% | 0.06% | 92 | -7,697 | -21.95% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 26,857 | 596 | 0.01% | 0.01% | 93 | -7,517 | -21.87% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | New | 26,729 | 593 | 0.01% | — | 94 | +26,729 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | New | 25,964 | 576 | 0.14% | — | 95 | +25,964 | New | Q1 2026 | Apr 17, 2026 |
| RMR Capital Management, LLC | History | No change | 23,971 | 532 | 0.38% | 0.39% | 96 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 21,817 | 484 | 0.87% | — | 97 | +21,817 | New | Q1 2026 | Apr 14, 2026 |
| International Private Wealth Advisors LLC | History | New | 20,641 | 458 | 0.28% | — | 98 | +20,641 | New | Q1 2026 | Apr 21, 2026 |
| Global Financial Private Client, LLC | History | Added to | 20,144 | 447 | 0.15% | 0.1% | 99 | +7,097 | 54.4% | Q1 2026 | Apr 20, 2026 |
| Balboa Wealth Partners | History | New | 19,240 | 427 | 0.07% | — | 100 | +19,240 | New | Q1 2026 | Apr 16, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 19,086 | 424 | 0.19% | 0.84% | 101 | -86,802 | -81.98% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 18,914 | 420 | 0.01% | 0.01% | 102 | -41 | -0.22% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 18,787 | 417 | 0.1% | — | 103 | +18,787 | New | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 18,516 | 411 | 0.0% | 0.0% | 104 | +5,327 | 40.39% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,347 | 407 | 0.01% | 0.01% | 105 | -660 | -3.47% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 18,132 | 403 | 0.21% | 0.22% | 106 | -251 | -1.37% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 18,106 | 396 | 0.0% | 0.0% | 107 | -2,506 | -12.16% | Q1 2026 | May 15, 2026 |
| Entelevest, LLC | History | Reduced | 17,803 | 395 | 0.4% | 0.58% | 108 | -7,942 | -30.85% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 17,397 | 386 | 0.02% | 0.01% | 109 | +10,031 | 136.18% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 17,154 | 381 | 0.04% | — | 110 | +17,154 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,695 | 370 | 0.0% | 0.0% | 111 | -905 | -5.14% | Q1 2026 | Apr 27, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 15,862 | 352 | 0.08% | 0.08% | 112 | -129 | -0.81% | Q1 2026 | Apr 14, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 15,139 | 336 | 0.01% | 0.01% | 113 | -421 | -2.71% | Q1 2026 | May 11, 2026 |
| HF Advisory Group, LLC | History | Reduced | 14,436 | 320 | 0.11% | 0.12% | 114 | -525 | -3.51% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,015 | 311 | 0.0% | 0.0% | 115 | +4,545 | 47.99% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 13,865 | 308 | 0.01% | — | 117 | +13,865 | New | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,899 | 308 | 0.01% | 0.01% | 116 | +117 | 0.85% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | New | 13,605 | 302 | 0.01% | — | 118 | +13,605 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,007 | 289 | 0.0% | 0.0% | 119 | +1,921 | 17.33% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | New | 11,994 | 266 | 0.0% | — | 120 | +11,994 | New | Q1 2026 | Apr 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 11,915 | 264 | 0.17% | 0.03% | 121 | +7,858 | 193.69% | Q1 2026 | May 01, 2026 |
| LifeGoal Investments, LLC | History | Added to | 11,943 | 264 | 0.15% | 0.18% | 122 | +19 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Balefire, LLC | History | New | 11,675 | 259 | 0.05% | — | 123 | +11,675 | New | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,565 | 256 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,359 | 252 | 0.01% | 0.01% | 125 | +2,126 | 23.03% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 11,180 | 248 | 0.0% | 0.0% | 126 | +95 | 0.86% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 11,001 | 244 | 0.0% | — | 127 | +11,001 | New | Q1 2026 | May 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 10,736 | 238 | 0.11% | — | 128 | +10,736 | New | Q1 2026 | Apr 27, 2026 |
| Global Endowment Management, LP | History | Reduced | 10,442 | 232 | 0.03% | 0.05% | 129 | -7,638 | -42.25% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 10,273 | 228 | 0.03% | 0.03% | 130 | +59 | 0.58% | Q1 2026 | May 01, 2026 |
| GeoWealth Management, LLC | History | New | 9,600 | 213 | 0.01% | — | 131 | +9,600 | New | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 9,140 | 206 | 0.0% | — | 132 | +9,140 | New | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 8,644 | 192 | 0.09% | 0.1% | 133 | -558 | -6.06% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,072 | 179 | 0.02% | 0.02% | 134 | +243 | 3.1% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,817 | 173 | 0.0% | 0.0% | 135 | -763 | -8.89% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,773 | 172 | 0.0% | 0.01% | 136 | -26,980 | -77.63% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,664 | 170 | 0.01% | 0.01% | 137 | +163 | 2.17% | Q1 2026 | Apr 07, 2026 |
| Strategic Investment Advisors / MI | History | New | 6,144 | 136 | 0.01% | — | 138 | +6,144 | New | Q1 2026 | May 18, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 5,142 | 114 | 0.04% | 0.01% | 139 | +3,471 | 207.72% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 5,075 | 112 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 4,784 | 106 | 0.01% | — | 141 | +4,784 | New | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,742 | 105 | 0.0% | 0.0% | 142 | -338 | -6.65% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 4,331 | 96 | 0.0% | — | 143 | +4,331 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,518 | 77 | 0.0% | 0.0% | 144 | -56 | -1.57% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,370 | 74 | 0.01% | — | 145 | +3,334 | 9261.11% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Added to | 3,298 | 73 | 0.01% | 0.01% | 146 | +29 | 0.89% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Added to | 2,971 | 66 | 0.01% | 0.0% | 147 | +2,014 | 210.45% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 2,476 | 55 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,341 | 52 | 0.0% | 0.0% | 149 | -230 | -8.95% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,203 | 49 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,830 | 40 | 0.0% | 0.0% | 151 | +5 | 0.27% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,729 | 38 | 0.0% | 0.0% | 152 | +1,643 | 1910.47% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,401 | 31 | 0.0% | — | 153 | +1,401 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,214 | 27 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,059 | 23 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 994 | 22 | 0.0% | 0.06% | 157 | -17,726 | -94.69% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 1,004 | 22 | 0.01% | — | 158 | +1,004 | New | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 22 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 873 | 19 | 0.0% | 0.0% | 159 | +17 | 1.99% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 819 | 18 | 0.01% | 0.0% | 160 | +756 | 1200.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 792 | 17 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 751 | 16 | 0.0% | 0.0% | 162 | +120 | 19.02% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 692 | 15 | 0.0% | — | 163 | +692 | New | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Reduced | 543 | 12 | 0.0% | 0.0% | 164 | -50 | -8.43% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 435 | 9 | 0.0% | 0.0% | 165 | -221 | -33.69% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 156 | 3 | 0.0% | — | 167 | +156 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 139 | 3 | 0.0% | 0.0% | 166 | +116 | 504.35% | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 109 | 2 | 0.0% | — | 171 | +109 | New | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Added to | 95 | 2 | 0.0% | 0.0% | 169 | +1 | 1.06% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 90 | 2 | 0.0% | 0.0% | 170 | +1 | 1.12% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | No change | 95 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 173 | -484 | -86.27% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 59 | 1 | 0.0% | — | 177 | +59 | New | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 50 | 1 | 0.0% | — | 176 | +36 | 257.14% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 76 | 1 | 0.0% | 0.0% | 174 | -1 | -1.3% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 76 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VAN STRUM & TOWNE INC. | History | Closed out | 0 | 0 | — | 1.69% | — | -266,938 | -100.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -233,422 | -100.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,424 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -42,496 | -100.0% | Q1 2026 | May 14, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -28,950 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,054 | -100.0% | Q1 2026 | May 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,670 | -100.0% | Q1 2026 | May 08, 2026 |
| Banco Santander, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,822 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,458 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q1 2026 | May 12, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 13 | 0 | — | — | — | +12 | 1200.0% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |