SPDR SERIES TRUST - SPMB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
Financial Engines Advisors L.L.C. History Added to 188,762,736 4,231,116 8.02% 7.97% 1 +2,759,654 1.48% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 20,238,970 453,656 0.12% 0.12% 2 +1,974,582 10.81% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 7,602,932 170,419 0.15% 0.15% 3 +523,944 7.4% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Added to 6,119,180 137,160 1.52% 1.47% 4 +340,043 5.88% Q4 2025 Feb 02, 2026
STATE STREET CORP History Added to 5,020,182 112,527 0.0% 0.0% 5 +2,064,451 69.85% Q4 2025 Feb 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 4,260,018 95,488 1.43% 1.35% 6 +37,799 0.9% Q4 2025 Jan 05, 2026
AMERIPRISE FINANCIAL INC History Added to 3,409,870 76,445 0.02% 0.02% 7 +369,735 12.16% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 2,650,742 59,416 1.77% 1.81% 8 -12,455 -0.47% Q4 2025 Feb 02, 2026
CWM, LLC History Added to 2,335,864 52,358 0.14% 0.15% 9 +108,020 4.85% Q4 2025 Jan 26, 2026
Advisory Alpha, LLC History Added to 2,256,536 50,580 1.38% 1.37% 10 +60,015 2.73% Q4 2025 Feb 06, 2026
Compton Financial Group, LLC History Added to 2,098,239 47,032 10.65% 10.36% 11 +180,478 9.41% Q4 2025 Feb 05, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,047,687 45,898 0.0% 0.0% 12 -138,451 -6.33% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,790,660 40,137 0.0% 0.0% 13 +168,114 10.36% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,741,982 39,046 0.08% 0.08% 14 +83,017 5.0% Q4 2025 Jan 23, 2026
Zurich Insurance Group Ltd/FI History No change 1,482,295 33,218 0.23% 0.24% 15 0 0.0% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History Added to 1,388,652 31,126 1.06% 1.03% 16 +86,987 6.68% Q4 2025 Feb 04, 2026
JPMORGAN CHASE & CO History Reduced 1,152,895 25,842 0.0% 0.0% 17 -50,483 -4.2% Q4 2025 Feb 11, 2026
Financial Plan, Inc. History New 1,037,860 23,263 2.67% 18 +1,037,860 New Q4 2025 Jan 28, 2026
Baird Financial Group, Inc. History Added to 1,031,567 23,122 0.04% 0.04% 19 +26,099 2.6% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 975,248 21,860 0.12% 0.12% 20 +63,999 7.02% Q4 2025 Jan 29, 2026
FINANCIAL LIFE ADVISORS History Added to 953,162 21,365 6.59% 6.33% 21 +74,504 8.48% Q4 2025 Jan 30, 2026
Leicht Financial Planning & Wealth Management, Inc. History Added to 916,454 20,542 9.19% 8.62% 22 +64,163 7.53% Q4 2025 Feb 04, 2026
ALTFEST L J & CO INC History Added to 852,979 19,119 2.09% 2.08% 23 +21,274 2.56% Q4 2025 Jan 23, 2026
Stratos Wealth Partners, LTD. History Added to 766,042 17,170 0.19% 0.1% 24 +374,141 95.47% Q4 2025 Jan 20, 2026
93 Financial Group, LLC History New 756,474 16,956 7.38% 25 +756,474 New Q4 2025 Feb 20, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 675,174 15,134 1.69% 1.61% 26 +55,985 9.04% Q4 2025 Jan 08, 2026
ST GERMAIN D J CO INC History Added to 655,677 14,696 0.57% 0.57% 27 +15,961 2.5% Q4 2025 Jan 29, 2026
Stokes Family Office, LLC History Added to 626,988 14,053 1.29% 1.19% 28 +67,691 12.1% Q4 2025 Feb 18, 2026
Collier Financial History Added to 621,154 13,923 10.46% 9.9% 29 +34,400 5.86% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 586,996 13,157 0.06% 0.06% 30 +76,102 14.9% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 550,798 12,346 0.01% 0.01% 31 +30,060 5.77% Q4 2025 Feb 17, 2026
Tidemark, LLC History Added to 533,250 11,952 3.4% 3.16% 32 +50,072 10.36% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 473,686 10,617 0.01% 0.01% 33 +17,172 3.76% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 466,219 10,450 0.49% 0.42% 34 +35,035 8.13% Q4 2025 Jan 21, 2026
Gibbs Wealth Management History Reduced 456,452 10,288 2.49% 2.46% 35 -27,595 -5.7% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Added to 427,467 9,581 0.07% 0.07% 36 +1,026 0.24% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 400,087 8,967 0.82% 0.82% 37 +16,083 4.19% Q4 2025 Jan 12, 2026
Clearwater Capital Advisors, LLC History Reduced 334,027 7,487 0.62% 1.09% 38 -237,908 -41.6% Q4 2025 Feb 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 322,517 7,229 0.0% 0.0% 39 -16,093 -4.75% Q4 2025 Feb 10, 2026
Chesapeake Wealth Management History Added to 306,245 6,864 2.04% 1.94% 40 +22,808 8.05% Q4 2025 Feb 03, 2026
Checchi Capital Advisers, LLC History Reduced 293,126 6,570 0.34% 0.35% 41 -3,006 -1.02% Q4 2025 Jan 27, 2026
ABOUND FINANCIAL, LLC History Added to 280,955 6,297 2.44% 2.3% 42 +24,365 9.5% Q4 2025 Feb 17, 2026
Detalus Advisors, LLC History Added to 257,927 5,781 1.41% 1.38% 43 +20,960 8.85% Q4 2025 Feb 03, 2026
Portside Wealth Group, LLC History Added to 257,574 5,773 0.78% 0.74% 44 +17,005 7.07% Q4 2025 Jan 21, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 250,812 5,621 2.08% 0.15% 45 +233,088 1315.1% Q4 2025 Feb 13, 2026
TSFG, LLC History Added to 244,076 5,471 0.82% 0.78% 46 +25,371 11.6% Q4 2025 Feb 04, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 241,932 5,422 0.4% 0.37% 47 +2,555 1.07% Q4 2025 Jan 23, 2026
Lido Advisors, LLC History Reduced 217,744 4,885 0.01% 0.02% 48 -1,146 -0.52% Q4 2025 Feb 10, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 213,188 4,778 2.17% 2.2% 49 +7,834 3.81% Q4 2025 Jan 12, 2026
Drucker Wealth 3.0, LLC History Added to 200,954 4,504 0.79% 0.76% 50 +10,099 5.29% Q4 2025 Feb 03, 2026
Waverly Advisors, LLC History Added to 199,195 4,464 0.04% 0.04% 51 +19,733 11.0% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 194,903 4,368 0.02% 0.02% 52 -22,615 -10.4% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 192,914 4,324 0.2% 0.21% 53 +18,505 10.61% Q4 2025 Feb 05, 2026
Collaborative Wealth Managment Inc. History Reduced 192,778 4,321 1.52% 2.31% 54 -61,956 -24.32% Q4 2025 Feb 09, 2026
Boltwood Capital Management History Added to 184,236 4,129 1.07% 0.94% 55 +27,557 17.59% Q4 2025 Jan 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 179,023 4,012 0.0% 0.0% 56 +16,477 10.14% Q4 2025 Feb 10, 2026
Midwest Capital Advisors, LLC History Reduced 177,480 3,978 1.91% 1.94% 57 -2,191 -1.22% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Added to 176,787 3,962 0.08% 0.09% 58 +4,850 2.82% Q4 2025 Feb 02, 2026
Kestra Investment Management, LLC History Reduced 168,854 3,784 0.09% 0.11% 59 -11,456 -6.35% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 166,098 3,723 0.04% 0.03% 60 -1,852 -1.1% Q4 2025 Feb 13, 2026
Keystone Financial Group History Added to 160,385 3,595 0.27% 0.26% 61 +6,325 4.11% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Added to 159,212 3,568 0.16% 0.16% 62 +9,217 6.14% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 154,664 3,466 0.04% 0.04% 63 +21,960 16.55% Q4 2025 Jan 26, 2026
JANE STREET GROUP, LLC History New 151,202 3,389 0.0% 64 +151,202 New Q4 2025 Feb 12, 2026
Gladstone Institutional Advisory LLC History Added to 151,047 3,385 0.13% 0.11% 65 +19,763 15.05% Q4 2025 Feb 17, 2026
West Wealth Group, LLC History Added to 148,381 3,325 0.69% 0.72% 66 +7,435 5.28% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 138,412 3,103 0.0% 0.01% 67 -122,008 -46.85% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 132,595 2,972 0.06% 0.04% 68 +78,775 146.37% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 129,496 2,902 0.0% 0.0% 69 +17,097 15.21% Q4 2025 Feb 18, 2026
Q3 Asset Management History New 128,601 2,882 0.66% 70 +128,601 New Q4 2025 Jan 27, 2026
EHRLICH FINANCIAL GROUP History Added to 127,656 2,861 1.63% 1.68% 71 +1,840 1.46% Q4 2025 Jan 06, 2026
Vertex Planning Partners, LLC History Added to 125,589 2,815 0.65% 0.52% 72 +4,300 3.55% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Reduced 125,038 2,802 0.04% 0.13% 73 -242,325 -65.96% Q4 2025 Feb 09, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 123,279 2,763 1.42% 1.58% 74 -1,231 -0.99% Q4 2025 Feb 10, 2026
Seed Wealth Management, Inc. History Reduced 123,110 2,759 1.9% 1.97% 75 -3,730 -2.94% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 122,939 2,755 0.03% 0.04% 76 +3,902 3.28% Q4 2025 Jan 23, 2026
Dynamic Advisor Solutions LLC History Added to 121,064 2,713 0.09% 0.08% 77 +5,478 4.74% Q4 2025 Jan 09, 2026
RFG Advisory, LLC History Reduced 104,848 2,350 0.04% 0.13% 78 -175,831 -62.64% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 96,193 2,156 0.0% 0.0% 79 +14,293 17.45% Q4 2025 Feb 12, 2026
ALESCO ADVISORS LLC History Added to 96,070 2,153 0.06% 0.06% 80 +1,120 1.18% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History New 95,390 2,138 0.0% 81 +95,390 New Q4 2025 Feb 17, 2026
Redwood Financial Network Corp History Reduced 92,797 2,080 1.33% 1.43% 82 -8,015 -7.95% Q4 2025 Feb 10, 2026
CacheTech Inc. History Reduced 82,475 1,848 0.34% 0.41% 83 -7,610 -8.45% Q4 2025 Feb 18, 2026
Forefront Wealth Partners, LLC History Added to 80,968 1,814 0.86% 0.33% 84 +22,000 37.31% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Reduced 80,763 1,810 0.0% 0.0% 85 -697 -0.86% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Reduced 78,816 1,774 0.06% 0.06% 86 -2,077 -2.57% Q4 2025 Jan 23, 2026
Trilogy Capital Inc. History Added to 78,814 1,766 0.08% 0.07% 87 +11,191 16.55% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Added to 78,779 1,765 0.15% 0.15% 88 +2,831 3.73% Q4 2025 Jan 26, 2026
SFG Wealth Management, LLC. History No change 72,993 1,636 0.64% 0.71% 89 0 0.0% Q4 2025 Feb 03, 2026
Adams Wealth Management History Reduced 72,464 1,624 0.35% 0.38% 90 -7,529 -9.41% Q4 2025 Feb 18, 2026
EWA, LLC History Added to 64,919 1,455 0.36% 0.34% 91 +9,433 17.0% Q4 2025 Feb 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 60,206 1,350 0.0% 0.0% 92 -17,992 -23.01% Q4 2025 Jan 08, 2026
Fort Point Capital Partners LLC History Added to 58,350 1,315 0.15% 0.14% 93 +5,889 11.23% Q4 2025 Feb 13, 2026
Idaho Trust Co History Reduced 56,487 1,265 0.42% 0.48% 94 -7,500 -11.72% Q4 2025 Feb 05, 2026
COMERICA BANK History Reduced 55,437 1,242 0.0% 0.0% 95 -2,982 -5.1% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 55,349 1,241 0.0% 96 +55,349 New Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Reduced 55,311 1,239 0.07% 0.08% 97 -29,257 -34.6% Q4 2025 Jan 30, 2026
Ashton Thomas Private Wealth, LLC History Reduced 51,820 1,161 0.03% 0.03% 98 -817 -1.55% Q4 2025 Jan 29, 2026
Brookstone Capital Management History Reduced 49,954 1,119 0.01% 0.01% 99 -4,665 -8.54% Q4 2025 Jan 15, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 48,992 1,098 0.24% 0.3% 100 -7,982 -14.01% Q4 2025 Feb 02, 2026
Independent Advisor Alliance History Added to 47,836 1,072 0.03% 0.03% 101 +1,324 2.85% Q4 2025 Feb 04, 2026
Center For Asset Management LLC History Added to 46,084 1,032 0.54% 0.55% 102 +215 0.47% Q4 2025 Jan 21, 2026
GUIDANCE CAPITAL, INC History Added to 45,513 1,023 0.25% 0.27% 103 +565 1.26% Q4 2025 Jan 23, 2026
TMB Capital Partners, LLC History New 42,996 963 0.33% 104 +42,996 New Q4 2025 Feb 19, 2026
Bell Investment Advisors, Inc History Reduced 42,897 961 0.15% 0.16% 105 -1,020 -2.32% Q4 2025 Feb 24, 2026
AE Wealth Management LLC History Reduced 39,692 889 0.01% 0.01% 106 -18,028 -31.23% Q4 2025 Jan 26, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 39,498 885 0.01% 0.01% 107 -10,608 -21.17% Q4 2025 Feb 17, 2026
JPL Wealth Management, LLC History Added to 38,594 865 0.21% 0.19% 108 +3,081 8.68% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 38,120 854 0.0% 0.0% 109 +311 0.82% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History No change 37,181 833 0.01% 0.01% 110 0 0.0% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 37,082 831 0.01% 0.01% 111 +166 0.45% Q4 2025 Feb 05, 2026
Strategic Investment Advisors / MI History Added to 36,998 829 0.07% 0.07% 112 +31,105 527.83% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 35,859 803 0.01% 0.02% 113 +4,070 12.8% Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History Added to 35,672 799 0.03% 0.02% 114 +8,084 29.3% Q4 2025 Jan 27, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 35,323 791 0.66% 115 +35,323 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 35,250 790 0.0% 116 +35,250 New Q4 2025 Feb 05, 2026
Capital Investment Counsel, LLC History Reduced 34,691 777 0.11% 0.12% 117 -2,590 -6.95% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History Added to 33,640 754 0.08% 0.07% 118 +3,778 12.65% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Reduced 31,701 710 0.07% 0.07% 119 -1,017 -3.11% Q4 2025 Jan 13, 2026
Sharkey, Howes & Javer History Reduced 30,872 691 0.09% 0.13% 120 -15,007 -32.71% Q4 2025 Jan 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 29,780 667 0.02% 0.02% 121 -10,390 -25.87% Q4 2025 Jan 23, 2026
&PARTNERS History Added to 29,472 660 0.0% 0.0% 122 +2,113 7.72% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 27,769 622 0.03% 0.12% 123 -98,315 -77.98% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Added to 27,473 615 0.01% 0.01% 124 +4,991 22.2% Q4 2025 Jan 14, 2026
Hobbs Group Advisors, LLC History Reduced 27,108 607 0.18% 0.19% 125 -385 -1.4% Q4 2025 Jan 28, 2026
WBH ADVISORY INC History Reduced 26,378 591 0.04% 0.05% 126 -326 -1.22% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 25,489 571 0.0% 0.0% 127 +2,671 11.71% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 24,933 560 0.0% 0.0% 128 -1,116 -4.28% Q4 2025 Feb 05, 2026
True North Advisors, LLC History New 24,680 553 0.07% 129 +24,680 New Q4 2025 Jan 22, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 24,624 552 0.0% 0.0% 130 -348 -1.39% Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Added to 24,143 541 0.01% 0.01% 131 +4,272 21.5% Q4 2025 Jan 21, 2026
Financial Network Wealth Advisors LLC History Added to 23,722 531 0.55% 0.54% 132 +1,699 7.71% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 23,375 523 0.01% 0.02% 133 -5,725 -19.67% Q4 2025 Feb 06, 2026
MGO ONE SEVEN LLC History Reduced 23,027 516 0.01% 0.01% 134 -783 -3.29% Q4 2025 Feb 03, 2026
Third View Private Wealth, LLC History New 22,837 511 0.07% 135 +22,837 New Q4 2025 Jan 23, 2026
Cerity Partners LLC History Reduced 21,567 483 0.0% 0.0% 136 -358 -1.63% Q4 2025 Feb 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 21,308 480 0.02% 0.02% 138 +8,596 67.62% Q4 2025 Feb 03, 2026
Bragg Financial Advisors, Inc History Reduced 21,433 480 0.02% 0.02% 137 -222 -1.03% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History No change 20,930 469 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 20,315 455 0.02% 0.02% 140 +1,746 9.4% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 19,805 443 0.02% 0.02% 141 -894 -4.32% Q4 2025 Feb 17, 2026
Archer Investment Management, LLC History New 18,743 420 0.23% 142 +18,743 New Q4 2025 Jan 12, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 18,266 409 0.16% 1.14% 144 -160,472 -89.78% Q4 2025 Feb 11, 2026
Wallace Advisory Group, LLC History Reduced 18,250 409 0.43% 0.34% 143 -809 -4.24% Q4 2025 Jan 23, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 16,891 378 0.17% 145 +16,891 New Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History New 16,802 376 0.0% 146 +16,802 New Q4 2025 Feb 12, 2026
GK Wealth Management LLC History Reduced 15,811 354 0.23% 0.28% 147 -976 -5.81% Q4 2025 Jan 05, 2026
FMR LLC History Added to 15,733 352 0.0% 0.0% 148 +6,873 77.57% Q4 2025 Feb 17, 2026
Ascent Group, LLC History Reduced 15,732 352 0.01% 0.01% 149 -670 -4.08% Q4 2025 Jan 20, 2026
Balefire, LLC History Added to 15,672 351 0.07% 0.05% 150 +3,603 29.85% Q4 2025 Jan 12, 2026
TrueWealth Financial Partners History New 14,962 335 0.28% 151 +14,962 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 14,962 335 0.28% 152 +14,962 New Q4 2025 Feb 05, 2026
FOSTER & MOTLEY INC History No change 14,874 333 0.02% 0.02% 153 0 0.0% Q4 2025 Jan 15, 2026
Acropolis Investment Management, LLC History Added to 14,825 332 0.01% 0.02% 154 +330 2.28% Q4 2025 Jan 14, 2026
Modera Wealth Management, LLC History Reduced 14,378 322 0.0% 0.0% 155 -643 -4.28% Q4 2025 Jan 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 14,328 321 0.01% 0.0% 156 +3,368 30.73% Q4 2025 Feb 12, 2026
WCG Wealth Advisors LLC History New 13,237 296 0.01% 157 +13,237 New Q4 2025 Feb 10, 2026
Columbus Macro, LLC History Reduced 13,201 295 0.03% 0.04% 158 -906 -6.42% Q4 2025 Jan 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 12,997 291 0.07% 0.07% 159 -832 -6.02% Q4 2025 Jan 08, 2026
WEDBUSH SECURITIES INC History New 12,380 277 0.01% 160 +12,380 New Q4 2025 Feb 12, 2026
Perennial Investment Advisors, LLC History Reduced 12,204 273 0.02% 0.04% 161 -8,136 -40.0% Q4 2025 Feb 17, 2026
Legacy Advisory Services, LLC History Added to 12,195 273 0.21% 0.2% 162 +188 1.57% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 11,979 268 0.0% 0.0% 164 +8,464 240.8% Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 12,000 268 0.01% 0.01% 163 0 0.0% Q4 2025 Feb 11, 2026
Gateway Wealth Partners, LLC History Reduced 11,329 253 0.03% 0.04% 165 -575 -4.83% Q4 2025 Feb 11, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 10,818 242 0.1% 0.11% 167 -101 -0.92% Q4 2025 Feb 18, 2026
Diversified Enterprises, LLC History No change 10,839 242 0.01% 0.02% 166 0 0.0% Q4 2025 Jan 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 10,764 241 0.0% 168 +10,764 New Q4 2025 Feb 19, 2026
HighTower Advisors, LLC History Added to 10,582 237 0.0% 0.0% 169 +816 8.36% Q4 2025 Feb 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,341 231 0.0% 0.0% 170 0 0.0% Q4 2025 Jan 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 10,273 230 0.0% 0.0% 171 -54,228 -84.07% Q4 2025 Feb 17, 2026
Heritage Family Offices, LLP History Added to 10,124 226 0.1% 0.1% 172 +761 8.13% Q4 2025 Jan 12, 2026
Astoria Portfolio Advisors LLC. History New 9,645 219 0.05% 173 +9,645 New Q4 2025 Feb 24, 2026
Apollon Wealth Management, LLC History Reduced 9,702 217 0.0% 0.0% 174 -1,178 -10.83% Q4 2025 Jan 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 9,157 205 0.01% 0.01% 175 -462 -4.8% Q4 2025 Feb 13, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 9,108 204 0.17% 0.17% 176 0 0.0% Q4 2025 Jan 23, 2026
Sachetta, LLC History Reduced 8,585 192 0.11% 0.08% 177 -522 -5.73% Q4 2025 Feb 02, 2026
Measured Wealth Private Client Group, LLC History Added to 6,044 135 0.04% 0.03% 178 +1,540 34.19% Q4 2025 Feb 10, 2026
HBW ADVISORY SERVICES LLC History New 5,986 134 0.01% 179 +5,986 New Q4 2025 Jan 23, 2026
Concord Wealth Partners History No change 5,932 132 0.02% 0.02% 180 0 0.0% Q4 2025 Jan 29, 2026
Arax Advisory Partners History New 4,724 105 0.0% 181 +4,724 New Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,446 99 0.01% 0.0% 182 +2,036 84.48% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History New 4,174 93 0.0% 183 +4,174 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History No change 3,787 84 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 12, 2026
Pacific Center for Financial Services History No change 3,103 69 0.02% 0.02% 185 0 0.0% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 3,011 67 0.0% 0.0% 186 +42 1.41% Q4 2025 Jan 13, 2026
Fourth Dimension Wealth, LLC History Reduced 2,970 66 0.02% 0.03% 187 -146 -4.69% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Reduced 2,694 60 0.0% 0.0% 188 -559 -17.18% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History New 2,590 58 0.01% 189 +2,590 New Q4 2025 Jan 30, 2026
US BANCORP \DE\ History Reduced 2,579 57 0.0% 0.0% 190 -2,673 -50.89% Q4 2025 Jan 30, 2026
GPS Wealth Strategies Group, LLC History Reduced 2,199 49 0.04% 0.14% 191 -56,098 -96.23% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Reduced 2,057 46 0.0% 0.0% 192 -830 -28.75% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History No change 2,008 45 0.0% 0.0% 193 0 0.0% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,769 39 0.0% 0.0% 195 -44 -2.43% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 1,744 39 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 04, 2026
OPTIMA CAPITAL LLC History New 1,586 35 0.02% 197 +1,586 New Q4 2025 Jan 23, 2026
Crewe Advisors LLC History Added to 1,564 35 0.0% 0.0% 196 +765 95.74% Q4 2025 Jan 16, 2026
FAS Wealth Partners, Inc. History Reduced 1,552 34 0.0% 0.0% 198 -198 -11.31% Q4 2025 Feb 18, 2026
FINANCIAL CONSULATE, INC History New 1,438 32 0.0% 199 +1,438 New Q4 2025 Jan 22, 2026
HUNTINGTON NATIONAL BANK History New 1,381 30 0.0% 200 +1,381 New Q4 2025 Feb 09, 2026
Kingdom Financial Group LLC. History New 1,263 28 0.01% 201 +1,263 New Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History Added to 1,197 26 0.0% 0.0% 202 +520 76.81% Q4 2025 Jan 21, 2026
REAP Financial Group, LLC History Added to 1,137 25 0.01% 0.01% 204 +18 1.61% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History No change 1,150 25 0.0% 0.0% 203 0 0.0% Q4 2025 Feb 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 1,085 24 0.01% 0.01% 205 -21 -1.9% Q4 2025 Jan 22, 2026
Northwest Capital Management Inc History Reduced 975 21 0.09% 0.52% 206 -20,966 -95.56% Q4 2025 Jan 26, 2026
Triumph Capital Management History New 969 21 0.0% 207 +969 New Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Reduced 867 19 0.0% 0.0% 208 -3,743 -81.19% Q4 2025 Mar 16, 2026
Crews Bank & Trust History Reduced 750 16 0.0% 0.01% 211 -900 -54.55% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History No change 754 16 0.0% 0.0% 209 0 0.0% Q4 2025 Feb 17, 2026
Register Financial Advisors LLC History No change 757 16 0.01% 0.01% 210 0 0.0% Q4 2025 Jan 21, 2026
EPG Wealth Management LLC History No change 625 14 0.0% 0.0% 212 0 0.0% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 560 12 0.0% 0.0% 213 +60 12.0% Q4 2025 Feb 09, 2026
Camelot Portfolios, LLC History New 500 11 0.01% 216 +500 New Q4 2025 Jan 29, 2026
Realta Investment Advisors History New 500 11 0.0% 217 +500 New Q4 2025 Jan 20, 2026
BLAIR WILLIAM & CO/IL History Added to 491 11 0.0% 0.0% 215 +108 28.2% Q4 2025 Feb 17, 2026
CITIGROUP INC History No change 500 11 0.0% 0.0% 214 0 0.0% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History No change 461 10 0.0% 0.0% 218 0 0.0% Q4 2025 Feb 02, 2026
AdvisorNet Financial, Inc History No change 479 10 0.0% 0.0% 219 0 0.0% Q4 2025 Jan 20, 2026
New Millennium Group LLC History New 420 9 0.0% 221 +420 New Q4 2025 Feb 06, 2026
Capital Investment Advisory Services, LLC History Added to 432 9 0.0% 0.0% 220 +2 0.47% Q4 2025 Jan 21, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 404 9 0.01% 0.01% 222 0 0.0% Q4 2025 Feb 10, 2026
HIGHLINE WEALTH PARTNERS LLC History New 381 8 0.0% 223 +381 New Q4 2025 Jan 15, 2026
Comprehensive Financial Planning, Inc./PA History No change 341 7 0.0% 0.0% 224 0 0.0% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History New 258 5 0.0% 226 +258 New Q4 2025 Feb 12, 2026
Rossby Financial, LCC History Added to 234 5 0.0% 0.0% 227 +16 7.34% Q4 2025 Feb 12, 2026
MAI Capital Management History No change 235 5 0.0% 0.0% 225 0 0.0% Q4 2025 Feb 13, 2026
EASTERN BANK History Reduced 180 4 0.0% 0.0% 229 -220 -55.0% Q4 2025 Jan 14, 2026
BAYBAN History New 202 4 0.0% 231 +202 New Q4 2025 Mar 05, 2026
ALBION FINANCIAL GROUP /UT History New 182 4 0.0% 228 +182 New Q4 2025 Jan 21, 2026
Virtus Fixed Income Advisers, LLC History Added to 211 4 0.0% 0.0% 230 +14 7.11% Q4 2025 Feb 12, 2026
Parvin Asset Management, LLC History New 115 2 0.0% 234 +115 New Q4 2025 Feb 17, 2026
Anfield Capital Management, LLC History No change 104 2 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 03, 2026
TUCKER ASSET MANAGEMENT LLC History No change 107 2 0.0% 0.0% 233 0 0.0% Q4 2025 Feb 05, 2026
Compass Financial Services Inc History Added to 73 1 0.0% 0.0% 236 +1 1.39% Q4 2025 Feb 27, 2026
Founders Financial Alliance, LLC History No change 84 1 0.0% 0.0% 235 0 0.0% Q4 2025 Feb 12, 2026
Strategic Financial Concepts, LLC History Closed out 0 0 6.25% -1,917,761 -100.0% Q3 2025 Nov 13, 2025
BlackRock, Inc. History Closed out 0 0 0.0% -546,515 -100.0% Q3 2025 Nov 12, 2025
CITADEL ADVISORS LLC History Closed out 0 0 0.0% -361,727 -100.0% Q3 2025 Nov 14, 2025
Meridian Wealth Management, LLC History Closed out 0 0 0.03% -32,189 -100.0% Q3 2025 Nov 04, 2025
IFG Advisory, LLC History Closed out 0 0 0.02% -15,354 -100.0% Q3 2025 Nov 12, 2025
LIBERTY WEALTH MANAGEMENT LLC History Closed out 0 0 0.03% -9,600 -100.0% Q3 2025 Oct 31, 2025
Spire Wealth Management History Closed out 0 0 0.0% -1,258 -100.0% Q3 2025 Oct 23, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -863 -100.0% Q3 2025 Nov 12, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -383 -100.0% Q3 2025 Nov 05, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9 0 0.0% -354 -97.52% Q4 2025 Feb 06, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -261 -100.0% Q3 2025 Oct 07, 2025
Wealthspire Advisors, LLC History Closed out 0 0 -19 -100.0% Q3 2025 Nov 14, 2025
SBI Securities Co., Ltd. History Reduced 14 0 -7 -33.33% Q4 2025 Feb 03, 2026
SageView Advisory Group, LLC History New 5 0 +5 New Q4 2025 Feb 17, 2026
BLUELINE ADVISORS LLC History New 5 0 +5 New Q4 2025 Feb 10, 2026
Cape Investment Advisory, Inc. History Added to 2 0 +1 100.0% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 32 0 +1 3.23% Q4 2025 Feb 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3 0 0 0.0% Q4 2025 Jan 23, 2026
Quest 10 Wealth Builders, Inc. History No change 34 0 0 0.0% Q4 2025 Jan 29, 2026
Legacy Wealth Managment, LLC/ID History No change 24 0 0 0.0% Q4 2025 Feb 03, 2026
Hughes Financial Services, LLC History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
Spurstone Advisory Services, LLC History No change 8 0 0 0.0% Q4 2025 Jan 29, 2026