SPDR SERIES TRUST - SPMB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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 No change 196,882,687 4,392,452 7.8% 7.8% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 22,418,421 500,154 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 5,892,272 131,456 0.11% 0.11% 3 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 4,813,580 107,389 0.98% 0.98% 4 0 0.0% Q2 2026 Jul 24, 2026
AMERIPRISE FINANCIAL INC History No change 3,577,787 79,823 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 3,301,336 69,790 1.17% 1.17% 6 -69,165 -2.05% Q3 2026 Oct 01, 2026
BANK OF AMERICA CORP /DE/ History No change 2,245,455 50,096 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 2,230,802 49,769 1.22% 1.22% 8 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 1,962,264 43,778 0.08% 0.08% 9 0 0.0% Q2 2026 Jul 30, 2026
GOLDMAN SACHS GROUP INC History No change 1,942,502 43,337 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,907,212 42,549 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Reduced 1,791,424 37,871 1.03% 1.76% 12 -944,141 -34.51% Q3 2026 Oct 02, 2026
JPMORGAN CHASE & CO History No change 1,507,711 33,787 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
Zurich Insurance Group Ltd/FI History No change 1,482,295 33,055 0.23% 0.23% 14 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,438,482 32,092 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 02, 2026
Financial Plan, Inc. History No change 1,354,741 30,224 2.87% 2.87% 16 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 1,300,999 29,025 8.25% 8.25% 17 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 1,090,336 24,325 0.11% 0.11% 18 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 1,078,449 24,060 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 12, 2026
ALTFEST L J & CO INC History No change 885,863 19,763 1.92% 1.92% 20 0 0.0% Q2 2026 Jul 30, 2026
Gladstone Institutional Advisory LLC History No change 885,033 19,745 0.62% 0.62% 21 0 0.0% Q2 2026 Jul 27, 2026
Compton Financial Group, LLC History No change 870,078 19,411 3.74% 3.74% 22 0 0.0% Q2 2026 Aug 12, 2026
93 Financial Group, LLC History No change 801,374 17,878 7.06% 7.06% 23 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 782,706 17,462 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 713,679 15,922 0.07% 0.07% 25 0 0.0% Q2 2026 Jul 27, 2026
ST GERMAIN D J CO INC History No change 705,795 15,746 0.57% 0.57% 26 0 0.0% Q2 2026 Jul 21, 2026
Tidemark, LLC History No change 703,013 15,684 3.53% 3.53% 27 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 695,748 15,522 0.17% 0.17% 28 0 0.0% Q2 2026 Aug 12, 2026
Private Advisory Group LLC History No change 656,299 14,642 0.79% 0.79% 29 0 0.0% Q2 2026 Aug 06, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 618,696 13,803 5.66% 5.66% 30 0 0.0% Q2 2026 Jul 22, 2026
Equitable Holdings, Inc. History No change 581,145 12,965 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 17, 2026
Collier Financial History No change 494,650 11,035 7.55% 7.55% 32 0 0.0% Q2 2026 Jul 30, 2026
Stokes Family Office, LLC History No change 487,991 10,887 1.27% 1.27% 33 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 470,785 10,503 0.11% 0.11% 34 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 414,577 9,249 0.1% 0.1% 35 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 394,180 8,794 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
Detalus Advisors, LLC History No change 328,868 7,337 1.43% 1.43% 37 0 0.0% Q2 2026 Jul 27, 2026
Leslie Global Wealth, LLC History No change 326,291 7,279 2.83% 2.83% 38 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 325,064 7,252 0.28% 0.28% 39 0 0.0% Q2 2026 Jul 22, 2026
Chesapeake Wealth Management History No change 318,400 7,103 1.99% 1.99% 40 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 305,897 6,824 0.46% 0.46% 41 0 0.0% Q2 2026 Jul 24, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 293,896 6,556 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 23, 2026
TRUE BLUE FINANCIAL, LLC History No change 289,271 6,453 2.72% 2.72% 43 0 0.0% Q2 2026 Jul 17, 2026
Waverly Advisors, LLC History No change 286,215 6,385 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History No change 284,956 6,357 0.74% 0.74% 45 0 0.0% Q2 2026 Jul 14, 2026
TSFG, LLC History No change 271,418 6,055 0.76% 0.76% 46 0 0.0% Q2 2026 Jul 23, 2026
Midwest Capital Advisors, LLC History No change 268,183 5,983 2.43% 2.43% 47 0 0.0% Q2 2026 Jul 28, 2026
ABOUND FINANCIAL, LLC History No change 265,292 5,918 2.36% 2.36% 48 0 0.0% Q2 2026 Aug 14, 2026
Boltwood Capital Management History Added to 248,177 5,246 1.18% 1.14% 49 +24,454 10.93% Q3 2026 Oct 02, 2026
Drucker Wealth 3.0, LLC History No change 225,295 5,026 0.79% 0.79% 50 0 0.0% Q2 2026 Jul 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 224,804 5,015 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
Checchi Capital Advisers, LLC History No change 222,811 4,970 0.22% 0.22% 52 0 0.0% Q2 2026 Aug 04, 2026
Clearwater Capital Advisors, LLC History No change 221,864 4,949 0.36% 0.36% 53 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 210,457 4,695 1.8% 1.8% 54 0 0.0% Q2 2026 Jul 20, 2026
Integrated Wealth Concepts LLC History No change 207,876 4,637 0.03% 0.03% 55 0 0.0% Q2 2026 Sep 08, 2026
Vertex Planning Partners, LLC History No change 197,532 4,406 0.65% 0.65% 56 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 183,412 4,091 0.13% 0.13% 57 0 0.0% Q2 2026 Aug 14, 2026
West Wealth Group, LLC History No change 175,486 3,915 0.64% 0.64% 58 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 168,817 3,766 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 166,364 3,711 0.74% 0.74% 60 0 0.0% Q2 2026 Aug 13, 2026
Forefront Wealth Partners, LLC History No change 162,919 3,634 1.13% 1.13% 61 0 0.0% Q2 2026 Aug 20, 2026
Archer Investment Management, LLC History No change 159,834 3,565 1.22% 1.22% 62 0 0.0% Q2 2026 Jul 07, 2026
Keystone Financial Group History No change 144,536 3,224 0.19% 0.19% 63 0 0.0% Q2 2026 Jul 29, 2026
Spectrum Planning & Advisory Services Inc. History No change 142,862 3,187 1.43% 1.43% 64 0 0.0% Q2 2026 Jul 14, 2026
EHRLICH FINANCIAL GROUP History No change 139,202 3,105 1.6% 1.6% 65 0 0.0% Q2 2026 Jul 09, 2026
Seed Wealth Management, Inc. History No change 138,610 3,092 1.96% 1.96% 66 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 132,997 2,967 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 127,145 2,836 0.02% 0.02% 68 0 0.0% Q2 2026 Jul 17, 2026
Dynamic Advisor Solutions LLC History No change 120,865 2,696 0.08% 0.08% 69 0 0.0% Q2 2026 Jul 07, 2026
Mutual Advisors, LLC History No change 119,069 2,656 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 118,481 2,643 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 18, 2026
Visionary Wealth Advisors History No change 116,235 2,593 0.1% 0.1% 72 0 0.0% Q2 2026 Aug 13, 2026
Hirtle & Co., LLC History No change 115,763 2,582 0.08% 0.08% 73 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 110,044 2,455 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 100,864 2,250 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 100,365 2,239 0.08% 0.08% 76 0 0.0% Q2 2026 Aug 06, 2026
Alesco Advisors, LLC, An ESL Co History No change 97,915 2,184 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 05, 2026
Apollon Financial, LLC History No change 97,548 2,176 0.26% 0.26% 78 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 95,358 2,127 0.01% 0.01% 79 0 0.0% Q2 2026 Jul 28, 2026
Fort Point Capital Partners LLC History No change 93,143 2,078 0.14% 0.14% 80 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 91,781 2,021 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 91,781 2,021 0.03% 0.03% 82 0 0.0% Q2 2026 Jul 29, 2026
EWA, LLC History No change 88,003 1,963 0.36% 0.36% 83 0 0.0% Q2 2026 Jul 14, 2026
CacheTech Inc. History No change 87,954 1,962 0.32% 0.32% 84 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 83,439 1,861 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 79,627 1,776 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 78,751 1,756 0.08% 0.08% 87 0 0.0% Q2 2026 Aug 11, 2026
Adams Wealth Management History No change 78,165 1,743 0.33% 0.33% 88 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 75,244 1,678 0.13% 0.13% 89 0 0.0% Q2 2026 Jul 28, 2026
Marks Group Wealth Management, Inc History No change 74,258 1,656 0.14% 0.14% 90 0 0.0% Q2 2026 Jul 27, 2026
Kestra Investment Management, LLC History No change 66,427 1,481 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 65,030 1,450 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 19, 2026
UPTICK PARTNERS, LLC History No change 64,561 1,440 0.22% 0.22% 93 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 64,421 1,437 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 56,623 1,263 0.02% 0.02% 95 0 0.0% Q2 2026 Jul 15, 2026
Collaborative Wealth Managment Inc. History No change 56,640 1,263 0.53% 0.53% 96 0 0.0% Q2 2026 Aug 05, 2026
Strategic Blueprint, LLC History No change 55,993 1,249 0.06% 0.06% 97 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 55,587 1,240 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 12, 2026
Center For Asset Management LLC History No change 53,668 1,197 0.53% 0.53% 99 0 0.0% Q2 2026 Jul 27, 2026
ROYAL BANK OF CANADA History No change 51,985 1,160 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
TMB Capital Partners, LLC History No change 51,923 1,158 0.36% 0.36% 101 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 49,704 1,108 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 48,345 1,069 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 15, 2026
Brookstone Capital Management History No change 47,411 1,057 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 15, 2026
Trilogy Capital Inc. History No change 45,696 1,019 0.04% 0.04% 105 0 0.0% Q2 2026 Jul 02, 2026
Bank of New York Mellon Corp History No change 45,497 1,015 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 06, 2026
Wallace Advisory Group, LLC History No change 42,246 942 0.89% 0.89% 107 0 0.0% Q2 2026 Aug 03, 2026
Idaho Trust Co History No change 40,778 909 0.27% 0.27% 108 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 40,035 893 0.13% 0.13% 109 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 39,465 880 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 03, 2026
Strategic Investment Advisors / MI History No change 39,487 880 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 38,445 857 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 05, 2026
HighPoint Advisor Group LLC History No change 38,249 853 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 36,899 823 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 35,216 785 0.53% 0.53% 115 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 35,062 782 0.01% 0.01% 116 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 34,969 780 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 34,845 777 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 34,417 767 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
NORDEN GROUP LLC History No change 33,849 755 0.06% 0.06% 120 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 33,745 752 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 04, 2026
Financial Network Wealth Advisors LLC History No change 31,893 711 0.72% 0.72% 122 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 31,795 709 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 30,259 675 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 27, 2026
Quadrature Capital Ltd History No change 28,969 646 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 06, 2026
Bragg Financial Advisors, Inc History No change 28,804 642 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, LLC History No change 28,602 638 0.08% 0.08% 127 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 28,575 637 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 27,351 610 0.12% 0.12% 129 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Advisory Partners LLC History No change 27,225 607 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 09, 2026
Hobbs Group Advisors, LLC History No change 27,236 607 0.16% 0.16% 131 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 26,315 587 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 25,996 580 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Q3 Asset Management History No change 24,564 570 0.1% 0.1% 134 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 24,986 557 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 24,618 549 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 05, 2026
Confluence Wealth Services, Inc. History No change 23,944 534 0.02% 0.02% 137 0 0.0% Q2 2026 Jul 22, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 22,658 505 5.34% 5.34% 138 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 22,441 500 0.01% 0.01% 139 0 0.0% Q2 2026 Jul 31, 2026
PFG Advisors History No change 21,522 480 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 16, 2026
Quantinno Capital Management LP History No change 21,340 476 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Sharkey, Howes & Javer History No change 21,178 472 0.06% 0.06% 142 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 21,014 468 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 20,286 452 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 19,949 445 0.07% 0.07% 145 0 0.0% Q2 2026 Jul 07, 2026
FMR LLC History No change 19,803 441 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 19,453 433 0.17% 0.17% 147 0 0.0% Q2 2026 Jul 09, 2026
JONES FINANCIAL COMPANIES LLLP History No change 19,314 432 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 19,288 430 0.12% 0.12% 149 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 19,268 429 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 10, 2026
Third View Private Wealth, LLC History No change 19,265 429 0.05% 0.05% 151 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 17,113 381 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 16,677 372 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 16,182 361 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 20, 2026
Ausdal Financial Partners, Inc. History No change 15,309 341 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,953 333 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 14,926 332 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 05, 2026
Acropolis Investment Management, LLC History No change 14,825 330 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 16, 2026
HOWARD BAILEY SECURITIES, LLC History No change 14,669 327 0.12% 0.12% 159 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History No change 14,171 316 0.17% 0.17% 160 0 0.0% Q2 2026 Jul 07, 2026
Aptus Capital Advisors, LLC History No change 13,622 303 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 13,626 303 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 03, 2026
Astoria Portfolio Advisors LLC. History No change 13,613 303 0.05% 0.05% 163 0 0.0% Q2 2026 Jul 28, 2026
Golden State Wealth Management, LLC History No change 13,573 302 0.03% 0.03% 164 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 13,311 296 0.01% 0.01% 165 0 0.0% Q2 2026 Jul 29, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 13,973 295 0.06% 0.06% 166 +1,260 9.91% Q3 2026 Oct 05, 2026
Modera Wealth Management, LLC History No change 13,053 291 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 12,741 284 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 12,460 277 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 12,331 275 0.03% 0.03% 170 0 0.0% Q2 2026 Jul 14, 2026
FOSTER & MOTLEY INC History No change 12,036 269 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 07, 2026
Columbus Macro, LLC History No change 12,087 269 0.03% 0.03% 172 0 0.0% Q2 2026 Jul 22, 2026
LOWE BROCKENBROUGH & CO INC History No change 12,000 267 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 03, 2026
Diversified Enterprises, LLC History No change 11,663 260 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 31, 2026
LexAurum Advisors, LLC History No change 11,574 258 0.03% 0.03% 175 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 10,952 244 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 10,683 238 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 28, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 10,705 238 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 10,572 235 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,366 231 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
Lifeworks Advisors, LLC History No change 10,321 230 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,341 230 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 24, 2026
Acorn Wealth Advisors, LLC History No change 9,863 220 0.05% 0.05% 183 0 0.0% Q2 2026 Jul 30, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History No change 9,626 214 0.17% 0.17% 184 0 0.0% Q2 2026 Jul 24, 2026
Centurion Wealth Management LLC History No change 9,381 209 0.05% 0.05% 185 0 0.0% Q2 2026 Jul 09, 2026
Heritage Family Offices, LLP History No change 9,363 208 0.08% 0.08% 186 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 9,363 208 0.08% 0.08% 187 0 0.0% Q2 2026 Jul 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,259 206 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 10, 2026
Sachetta, LLC History No change 8,766 195 0.09% 0.09% 189 0 0.0% Q2 2026 Jul 15, 2026
Measured Wealth Private Client Group, LLC History No change 5,631 125 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 4,261 95 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,192 93 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,782 84 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 3,787 84 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 3,103 69 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 3,010 67 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History No change 2,969 66 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 06, 2026
Fourth Dimension Wealth, LLC History No change 2,866 63 0.02% 0.02% 198 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 2,681 59 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 2,228 49 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 2,168 48 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,011 44 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 22, 2026
REAP Financial Group, LLC History No change 1,979 44 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 1,970 43 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,947 43 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,949 43 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 1,744 38 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History No change 1,730 38 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL CONSULATE, INC History No change 1,438 32 0.0% 0.0% 209 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 1,428 31 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,348 30 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,249 27 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1,248 27 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,000 22 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 984 21 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 930 20 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 861 19 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 869 19 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 769 17 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 29, 2026
CENTRAL TRUST Co History No change 745 16 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 31, 2026
Register Financial Advisors LLC History No change 757 16 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 15, 2026
United Financial Planning Group LLC History No change 761 16 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 673 15 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 536 12 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History New 567 11 0.0% — 227 +567 New Q3 2026 Oct 05, 2026
CITIGROUP INC History No change 507 11 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 03, 2026
Realta Investment Advisors History No change 500 11 0.0% 0.0% 226 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 479 10 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 461 10 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 372 8 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 368 8 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 345 7 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 341 7 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 328 7 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 275 6 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 21, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 292 6 0.0% 0.0% 236 0 0.0% Q2 2026 Jul 06, 2026
Plante Moran Financial Advisors, LLC History No change 266 5 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 232 5 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 10, 2026
Virtus Fixed Income Advisers, LLC History No change 211 4 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
BAYBAN History No change 202 4 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 30, 2026
Atomic Invest LLC History No change 193 4 0.0% 0.0% 241 0 0.0% Q2 2026 Sep 25, 2026
EASTERN BANK History No change 180 3 0.0% 0.0% 242 0 0.0% Q3 2026 Oct 05, 2026
AlphaCore Capital LLC History No change 150 3 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 164 3 0.0% 0.0% 244 0 0.0% Q2 2026 Sep 17, 2026
HARBOUR INVESTMENTS, INC. History No change 102 2 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
Davis Capital Management History No change 116 2 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 16, 2026
TUCKER ASSET MANAGEMENT LLC History No change 107 2 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 27, 2026
SYM FINANCIAL Corp History No change 32 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 22 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 42 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 22 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Quest 10 Wealth Builders, Inc. History No change 34 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Hughes Financial Services, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Spurstone Advisory Services, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
BLUELINE ADVISORS LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Planning Strategies Inc. History No change 35 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
Montgomery Financial Services LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 12, 2026