SPDR SERIES TRUST - SPSB
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 56,313,973 | 1,689,982 | 0.99% | 0.99% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 30,366,384 | 911,902 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 11,114,566 | 333,548 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 10,812,015 | 324,468 | 3.44% | 3.44% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 9,608,002 | 288,336 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 7,942,328 | 238,349 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,380,657 | 221,493 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,659,159 | 199,841 | 0.27% | 0.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,899,175 | 177,034 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Alpha, LLC | History | No change | 5,333,999 | 160,074 | 3.93% | 3.93% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,589,973 | 137,745 | 0.67% | 0.67% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 4,175,145 | 125,296 | 1.25% | 1.25% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,130,776 | 123,964 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,586,297 | 107,626 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 3,530,180 | 105,940 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MCF Advisors LLC | History | No change | 3,503,919 | 105,152 | 3.76% | 3.76% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,426,269 | 102,822 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,179,236 | 95,408 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 3,091,636 | 92,779 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,559,277 | 76,803 | 4.85% | 4.85% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,431,812 | 72,978 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 2,059,358 | 61,802 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,978,779 | 59,383 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,764,606 | 52,955 | 4.81% | 4.81% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BIP Wealth, LLC | History | No change | 1,742,998 | 52,307 | 1.48% | 1.48% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,592,744 | 47,798 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 1,479,226 | 44,391 | 5.78% | 5.78% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,466,270 | 44,002 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,359,676 | 40,803 | 2.53% | 2.53% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,321,897 | 39,670 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,285,377 | 38,574 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,282,848 | 38,498 | 0.23% | 0.23% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 1,240,756 | 37,235 | 4.85% | 4.85% | 33 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 1,227,718 | 36,843 | 8.86% | 8.86% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 1,214,781 | 36,455 | 7.79% | 7.79% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 1,214,246 | 36,439 | 4.29% | 4.29% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,193,025 | 35,798 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 1,180,398 | 35,423 | 4.3% | 4.3% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | No change | 1,140,512 | 34,226 | 3.92% | 3.92% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 1,095,507 | 32,876 | 5.09% | 5.09% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,065,439 | 31,973 | 0.41% | 0.41% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 994,610 | 29,848 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 991,735 | 29,761 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 976,586 | 29,326 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walker Financial Services, Inc. | History | No change | 975,719 | 29,281 | 9.06% | 9.06% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Flagstone Financial Management | History | No change | 940,715 | 28,230 | 6.31% | 6.31% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SoundView Advisors Inc. | History | No change | 926,495 | 27,804 | 9.06% | 9.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthspire Retirement, LLC | History | No change | 867,445 | 26,032 | 1.43% | 1.43% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Occidental Asset Management, LLC | History | No change | 860,897 | 25,835 | 2.56% | 2.56% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 848,721 | 25,470 | 0.62% | 0.62% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gemmer Asset Management LLC | History | No change | 847,978 | 25,447 | 1.71% | 1.71% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 823,528 | 24,714 | 0.25% | 0.25% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 812,437 | 24,381 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | No change | 802,312 | 23,989 | 5.65% | 5.65% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 784,477 | 23,542 | 0.13% | 0.13% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 779,131 | 23,381 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 735,939 | 22,085 | 0.45% | 0.45% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 732,222 | 21,973 | 4.13% | 4.13% | 58 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 721,787 | 21,660 | 2.05% | 2.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 706,242 | 21,194 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 674,637 | 20,245 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Capital Management, LLC | History | No change | 671,560 | 20,154 | 4.87% | 4.87% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 661,777 | 19,859 | 7.62% | 7.62% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 642,570 | 19,283 | 0.22% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 632,890 | 18,993 | 3.27% | 3.27% | 65 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 629,188 | 18,881 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 600,691 | 18,027 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | No change | 577,536 | 17,331 | 1.11% | 1.11% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 518,720 | 15,566 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Woodside Wealth Management LLC | History | No change | 508,464 | 15,259 | 10.63% | 10.63% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROGCO, LP | History | No change | 501,723 | 15,056 | 4.61% | 4.61% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TrueMark Investments, LLC | History | No change | 500,353 | 15,015 | 1.88% | 1.88% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 483,874 | 14,521 | 0.17% | 0.17% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 476,603 | 14,302 | 0.53% | 0.53% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Management, Inc. | History | No change | 471,154 | 14,139 | 2.03% | 2.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 467,289 | 14,023 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanctuary Advisors, LLC | History | No change | 463,198 | 13,900 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 460,972 | 13,833 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smithfield Trust Co | History | No change | 451,671 | 13,565 | 0.54% | 0.54% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 441,147 | 13,238 | 0.21% | 0.21% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | No change | 431,537 | 12,950 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 431,011 | 12,934 | 1.04% | 1.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 424,186 | 12,678 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 417,039 | 12,515 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 404,345 | 12,134 | 3.43% | 3.43% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 395,634 | 11,872 | 0.13% | 0.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 392,202 | 11,719 | 2.45% | 2.45% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 366,639 | 11,002 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 341,437 | 10,246 | 0.49% | 0.49% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 338,691 | 10,164 | 3.61% | 3.61% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 321,552 | 9,649 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 321,320 | 9,642 | 0.94% | 0.94% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Saiph Capital, LLC | History | No change | 320,863 | 9,629 | 2.88% | 2.88% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUEFG, LLC | History | No change | 317,381 | 9,524 | 2.22% | 2.22% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 312,384 | 9,375 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 312,201 | 9,369 | 0.59% | 0.59% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COURIER CAPITAL LLC | History | No change | 308,484 | 9,257 | 0.46% | 0.46% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Midwest Trust Co | History | No change | 307,502 | 9,228 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wellington Grp LLC | History | No change | 303,490 | 9,107 | 2.41% | 2.41% | 99 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 302,989 | 9,092 | 4.58% | 4.58% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 301,498 | 9,047 | 0.28% | 0.28% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 301,316 | 9,042 | 0.48% | 0.48% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | No change | 300,971 | 9,032 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 300,726 | 8,991 | 1.89% | 1.89% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WRAPMANAGER INC | History | No change | 297,294 | 8,921 | 2.79% | 2.79% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DLK Investment Management, LLC | History | No change | 300,295 | 8,918 | 3.79% | 3.79% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 294,500 | 8,837 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 290,045 | 8,704 | 1.27% | 1.27% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Climber Capital SA | History | No change | 291,929 | 8,634 | 5.28% | 5.28% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Management, Inc. | History | No change | 287,059 | 8,614 | 7.06% | 7.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 270,849 | 8,128 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 269,152 | 8,077 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 264,926 | 7,950 | 1.91% | 1.91% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 259,108 | 7,775 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cooke Wealth Management, LLC | History | No change | 258,544 | 7,758 | 6.35% | 6.35% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 254,698 | 7,643 | 0.14% | 0.14% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 253,287 | 7,601 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 247,349 | 7,422 | 0.21% | 0.21% | 118 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 236,627 | 7,101 | 0.33% | 0.33% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 226,281 | 6,790 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 225,004 | 6,752 | 1.02% | 1.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 223,680 | 6,712 | 0.3% | 0.3% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 223,676 | 6,712 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | No change | 223,112 | 6,695 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 222,211 | 6,668 | 0.13% | 0.13% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 222,108 | 6,665 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 210,249 | 6,309 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 209,484 | 6,286 | 0.21% | 0.21% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westover Capital Advisors, LLC | History | No change | 202,234 | 6,069 | 1.01% | 1.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Eukles Asset Management | History | No change | 197,591 | 5,929 | 2.45% | 2.45% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 193,701 | 5,812 | 0.5% | 0.5% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parcion Private Wealth LLC | History | No change | 186,339 | 5,592 | 0.31% | 0.31% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 182,163 | 5,466 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 178,824 | 5,366 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martin Capital Partners, LLC | History | No change | 176,928 | 5,309 | 1.95% | 1.95% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RiverGlades Family Offices LLC | History | No change | 173,587 | 5,209 | 2.39% | 2.39% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 172,834 | 5,187 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 167,151 | 5,016 | 2.74% | 2.74% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 166,168 | 4,986 | 0.81% | 0.81% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 166,116 | 4,985 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 165,400 | 4,963 | 0.39% | 0.39% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 164,075 | 4,923 | 0.19% | 0.19% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 163,847 | 4,917 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oasis Advisors, LLC | History | No change | 163,775 | 4,914 | 3.19% | 3.19% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Lake Advisory, LLC | History | No change | 162,963 | 4,890 | 1.75% | 1.75% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 160,789 | 4,825 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 158,062 | 4,743 | 0.32% | 0.32% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 156,699 | 4,702 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 150,000 | 4,501 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | No change | 147,670 | 4,431 | 2.02% | 2.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Roan Capital Partners | History | No change | 147,234 | 4,418 | 3.66% | 3.66% | 151 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 146,779 | 4,405 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 146,472 | 4,395 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HM PAYSON & CO | History | No change | 139,061 | 4,173 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Destination Wealth Management | History | No change | 137,563 | 4,128 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 132,381 | 3,972 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orin Green Financial, LLC | History | No change | 130,628 | 3,920 | 1.45% | 1.45% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Plan, Inc. | History | No change | 130,057 | 3,903 | 0.37% | 0.37% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 126,390 | 3,792 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 126,320 | 3,790 | 0.28% | 0.28% | 160 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 124,675 | 3,741 | 0.69% | 0.69% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IRON Financial LLC | History | No change | 119,506 | 3,586 | 1.48% | 1.48% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 117,540 | 3,527 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 116,364 | 3,492 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | No change | 116,262 | 3,489 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 115,297 | 3,460 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspetuck Financial Management LLC | History | No change | 114,575 | 3,438 | 2.02% | 2.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 114,220 | 3,427 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 114,137 | 3,425 | 1.03% | 1.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 113,154 | 3,395 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 114,374 | 3,384 | 0.61% | 0.62% | 171 | +2,770 | 2.48% | Q3 2026 | Oct 05, 2026 |
| Mechanics Financial Corp | History | No change | 111,586 | 3,348 | 1.2% | 1.2% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 112,596 | 3,331 | 0.09% | 0.09% | 173 | -173 | -0.15% | Q3 2026 | Oct 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 106,648 | 3,200 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 106,180 | 3,187 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 105,533 | 3,167 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Manske Wealth Management | History | No change | 105,206 | 3,157 | 0.78% | 0.78% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | No change | 102,782 | 3,084 | 0.2% | 0.2% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 102,413 | 3,062 | 0.44% | 0.44% | 179 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 100,560 | 3,017 | 0.17% | 0.17% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 99,840 | 2,996 | 0.53% | 0.53% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 96,378 | 2,892 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cannon Advisors, Inc. | History | No change | 96,435 | 2,883 | 1.75% | 1.75% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 95,360 | 2,861 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO | History | No change | 93,630 | 2,804 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jacobi Capital Management LLC | History | No change | 92,690 | 2,781 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 92,255 | 2,768 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Powerhouse Assets LLC | History | No change | 91,955 | 2,759 | 2.25% | 2.25% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 90,225 | 2,707 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 89,550 | 2,687 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 89,322 | 2,680 | 1.56% | 1.56% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLIO Financial Planning | History | No change | 89,293 | 2,679 | 0.66% | 0.66% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 88,939 | 2,669 | 2.04% | 2.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Empowered Funds, LLC | History | No change | 88,644 | 2,650 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 87,005 | 2,611 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 86,410 | 2,593 | 0.17% | 0.17% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEM Asset Management, LLC | History | No change | 86,430 | 2,593 | 1.02% | 1.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 85,294 | 2,559 | 0.4% | 0.4% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Square, LLC | History | No change | 85,547 | 2,556 | 1.12% | 1.12% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Nebraska | History | No change | 84,468 | 2,534 | 0.23% | 0.23% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 81,413 | 2,443 | 0.23% | 0.23% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | No change | 76,929 | 2,308 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | No change | 76,409 | 2,293 | 0.71% | 0.71% | 203 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 75,732 | 2,272 | 0.85% | 0.85% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | No change | 75,027 | 2,251 | 0.26% | 0.26% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITY HOLDING CO | History | No change | 74,360 | 2,230 | 0.25% | 0.25% | 206 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 73,368 | 2,201 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stone Summit Wealth LLC | History | No change | 72,212 | 2,167 | 0.55% | 0.55% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 70,318 | 2,110 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 69,870 | 2,096 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| STAR Financial Bank | History | No change | 66,935 | 2,008 | 0.82% | 0.82% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 66,656 | 2,000 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hirtle & Co., LLC | History | No change | 66,630 | 1,999 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 65,752 | 1,973 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 65,318 | 1,960 | 1.37% | 1.37% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 65,261 | 1,958 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 65,135 | 1,954 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Laraway Financial Advisors Inc | History | No change | 64,416 | 1,933 | 1.17% | 1.17% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 64,172 | 1,927 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| New Hampshire Trust | History | No change | 64,135 | 1,924 | 0.36% | 0.36% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 63,533 | 1,906 | 1.18% | 1.18% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 63,221 | 1,897 | 1.31% | 1.31% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 62,842 | 1,885 | 0.91% | 0.91% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 62,471 | 1,874 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 61,417 | 1,843 | 0.29% | 0.29% | 225 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 60,480 | 1,814 | 0.39% | 0.39% | 226 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 59,924 | 1,798 | 0.27% | 0.27% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 59,612 | 1,788 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 58,812 | 1,764 | 0.24% | 0.24% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 57,836 | 1,735 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Group, LLC | History | No change | 57,775 | 1,733 | 0.67% | 0.67% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Caitlin John, LLC | History | No change | 56,508 | 1,695 | 0.93% | 0.93% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FCA CORP /TX | History | No change | 56,157 | 1,685 | 0.42% | 0.42% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 56,023 | 1,681 | 3.07% | 3.07% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 55,883 | 1,677 | 0.53% | 0.53% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 54,217 | 1,627 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 54,083 | 1,623 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BFSG, LLC | History | No change | 54,052 | 1,622 | 0.14% | 0.14% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M Holdings Securities, Inc. | History | No change | 53,982 | 1,621 | 0.22% | 0.22% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 53,556 | 1,607 | 0.36% | 0.36% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 53,439 | 1,603 | 0.85% | 0.85% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 53,257 | 1,598 | 0.09% | 0.09% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,493 | 1,575 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 52,250 | 1,568 | 0.11% | 0.11% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Eagle Strategies LLC | History | No change | 52,137 | 1,564 | 0.16% | 0.16% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 51,559 | 1,547 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 49,965 | 1,499 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 48,870 | 1,466 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Community Bank | History | No change | 48,760 | 1,463 | 0.45% | 0.45% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Group, Inc. | History | No change | 48,310 | 1,449 | 0.61% | 0.61% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 48,044 | 1,441 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAILARD, INC. | History | No change | 47,989 | 1,440 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 47,983 | 1,439 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lifeworks Advisors, LLC | History | No change | 47,419 | 1,423 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 47,024 | 1,411 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 46,979 | 1,409 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 46,965 | 1,409 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 46,753 | 1,403 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 46,099 | 1,383 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 44,772 | 1,343 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 43,882 | 1,316 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 43,651 | 1,307 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 43,407 | 1,302 | 0.13% | 0.13% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenwich Wealth Management LLC | History | No change | 43,055 | 1,292 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Financial Partners, LLC | History | No change | 42,941 | 1,288 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Zhang Financial LLC | History | No change | 42,863 | 1,286 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 42,750 | 1,282 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 42,589 | 1,278 | 0.21% | 0.21% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 42,315 | 1,269 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 42,246 | 1,267 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 42,089 | 1,263 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 41,333 | 1,240 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Capital Management LLC | History | No change | 40,991 | 1,230 | 0.38% | 0.38% | 273 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Water Asset Management | History | No change | 40,337 | 1,210 | 0.39% | 0.39% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Argent Trust Co | History | No change | 39,227 | 1,177 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 39,131 | 1,174 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 38,971 | 1,169 | 0.3% | 0.3% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 38,891 | 1,167 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TritonPoint Partners, LLC | History | No change | 38,792 | 1,164 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roundview Capital LLC | History | No change | 38,433 | 1,153 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 38,339 | 1,150 | 0.12% | 0.12% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fonville Wealth Management LLC | History | No change | 38,286 | 1,148 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 38,009 | 1,140 | 0.07% | 0.07% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 37,918 | 1,137 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 37,543 | 1,126 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 37,199 | 1,116 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 37,064 | 1,112 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 36,957 | 1,109 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 36,932 | 1,108 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 36,937 | 1,108 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 36,698 | 1,101 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 36,358 | 1,093 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 36,314 | 1,089 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 36,127 | 1,084 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 36,095 | 1,083 | 0.26% | 0.26% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | No change | 36,043 | 1,081 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Parallel Advisors, LLC | History | No change | 34,641 | 1,039 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 34,588 | 1,033 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 34,588 | 1,033 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Thrive Capital Management, LLC | History | No change | 34,215 | 1,026 | 0.19% | 0.19% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |