SPDR SERIES TRUST - SPSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 25,175,605 | 1,451,877 | 0.33% | 0.33% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 19,180,838 | 1,106,159 | 1.87% | 1.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 18,804,022 | 1,084,427 | 1.93% | 1.93% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,147,363 | 700,538 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,614,768 | 439,143 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 6,597,240 | 380,462 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,367,516 | 367,214 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,101,635 | 294,211 | 3.12% | 3.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 5,022,048 | 289,621 | 3.81% | 3.81% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,348,586 | 251,520 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,009,298 | 173,546 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 2,776,196 | 160,103 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,483,029 | 143,196 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,089,160 | 120,483 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,080,273 | 119,969 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,961,330 | 113,109 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,920,706 | 110,767 | 10.55% | 10.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,776,135 | 102,429 | 1.94% | 1.94% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,742,537 | 100,490 | 1.49% | 1.49% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,656,155 | 95,510 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,613,064 | 93,025 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Cetera Investment Advisers | History | No change | 1,554,487 | 89,647 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 1,499,275 | 86,463 | 1.65% | 1.65% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 1,379,248 | 79,541 | 7.17% | 7.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 1,239,772 | 71,497 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,222,487 | 70,500 | 0.53% | 0.53% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,200,234 | 69,217 | 1.09% | 1.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 1,125,006 | 64,879 | 0.3% | 0.3% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 1,071,815 | 61,811 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,009,258 | 58,203 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 986,910 | 56,915 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 976,262 | 56,301 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 959,196 | 55,316 | 2.6% | 2.6% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 952,624 | 54,937 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 880,649 | 50,787 | 0.3% | 0.3% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 833,994 | 48,096 | 2.79% | 2.79% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 818,472 | 47,201 | 0.28% | 0.28% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Day In July LLC | History | No change | 804,494 | 46,395 | 3.23% | 3.23% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stadion Money Management, LLC | History | No change | 803,443 | 46,334 | 3.99% | 3.99% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 744,666 | 42,944 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 732,516 | 42,224 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 712,610 | 41,097 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 695,486 | 40,108 | 1.41% | 1.41% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICUS CAPITAL | History | No change | 684,168 | 39,455 | 2.55% | 2.55% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENLEAF TRUST | History | No change | 668,396 | 38,546 | 0.37% | 0.37% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 667,839 | 38,514 | 4.55% | 4.55% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 657,330 | 37,908 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Morningstar Investment Management LLC | History | No change | 774,051 | 37,402 | 2.31% | 2.31% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOKF, NA | History | No change | 643,758 | 37,125 | 0.51% | 0.51% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 630,122 | 36,339 | 1.31% | 1.31% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 606,750 | 34,991 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 599,855 | 34,593 | 7.23% | 7.23% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 593,958 | 34,253 | 1.34% | 1.34% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RKL Wealth Management LLC | History | No change | 593,853 | 34,247 | 2.73% | 2.73% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Penserra Capital Management LLC | History | No change | 592,573 | 34,173 | 0.26% | 0.26% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 583,514 | 33,651 | 3.56% | 3.56% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 558,732 | 32,222 | 0.85% | 0.85% | 57 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savant Capital, LLC | History | No change | 605,173 | 32,047 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 542,947 | 31,311 | 0.37% | 0.37% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 542,432 | 31,282 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 521,139 | 30,054 | 1.91% | 1.91% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SPINNAKER TRUST | History | No change | 479,835 | 27,672 | 1.34% | 1.34% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 473,796 | 27,323 | 10.89% | 10.89% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 465,415 | 26,840 | 3.51% | 3.51% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 461,770 | 26,630 | 4.09% | 4.09% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | No change | 456,249 | 26,311 | 3.43% | 3.43% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KWB Wealth | History | No change | 452,815 | 26,113 | 2.23% | 2.23% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| United Asset Strategies, Inc. | History | No change | 434,336 | 25,048 | 1.77% | 1.77% | 68 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 431,825 | 24,903 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 432,384 | 24,766 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 425,872 | 24,560 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 423,216 | 24,406 | 0.5% | 0.5% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 422,057 | 24,340 | 3.95% | 3.95% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Capital Group, LLC | History | No change | 421,001 | 24,279 | 1.98% | 1.98% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 417,275 | 24,064 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Banco Santander, S.A. | History | No change | 396,801 | 22,883 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 376,832 | 21,812 | 3.16% | 3.16% | 77 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 377,072 | 21,745 | 0.83% | 0.83% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | No change | 384,139 | 21,738 | 0.36% | 0.36% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 384,139 | 21,738 | 0.36% | 0.36% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shepherd Financial Partners LLC | History | No change | 376,221 | 21,696 | 1.78% | 1.78% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 374,838 | 21,616 | 0.58% | 0.58% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 374,702 | 21,611 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 374,428 | 21,593 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 366,031 | 21,109 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 374,375 | 21,050 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TPG Financial Advisors, LLC | History | No change | 361,261 | 20,833 | 6.22% | 6.22% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Private Wealth Advisors | History | No change | 351,572 | 20,275 | 4.44% | 4.44% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 349,702 | 20,167 | 2.08% | 2.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trustees of Dartmouth College | History | No change | 349,430 | 20,151 | 6.02% | 6.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 344,894 | 19,890 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 342,840 | 19,771 | 0.35% | 0.35% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 345,538 | 19,332 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 328,118 | 18,922 | 1.14% | 1.14% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 326,161 | 18,809 | 1.83% | 1.83% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 325,390 | 18,765 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 319,166 | 18,406 | 0.22% | 0.22% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 323,245 | 18,237 | 2.07% | 2.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 314,283 | 18,124 | 7.43% | 7.43% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WBH ADVISORY INC | History | No change | 312,928 | 18,046 | 1.21% | 1.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 309,945 | 17,874 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 305,454 | 17,615 | 1.62% | 1.62% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 303,607 | 17,509 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 301,836 | 17,406 | 8.58% | 8.58% | 104 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Carroll Advisory Group, LLC | History | No change | 300,371 | 17,322 | 5.69% | 5.69% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Security Advisor, Inc. | History | No change | 299,696 | 17,283 | 2.81% | 2.81% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 298,559 | 17,215 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SilverOak Wealth Management LLC | History | No change | 296,937 | 17,124 | 2.21% | 2.21% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 293,288 | 16,913 | 0.22% | 0.22% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 291,135 | 16,789 | 0.55% | 0.55% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Windsor Capital Management, LLC | History | No change | 291,056 | 16,785 | 4.36% | 4.36% | 111 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 287,054 | 16,554 | 2.06% | 2.06% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 283,778 | 16,365 | 3.17% | 3.17% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 280,395 | 16,170 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 280,853 | 16,087 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Insights, Inc. | History | No change | 278,497 | 16,060 | 4.23% | 4.23% | 116 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 275,949 | 15,913 | 5.66% | 5.66% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carnegie Investment Counsel | History | No change | 272,291 | 15,703 | 0.31% | 0.31% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneAscent Financial Services LLC | History | No change | 271,992 | 15,685 | 0.75% | 0.75% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 270,994 | 15,628 | 0.33% | 0.33% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 267,153 | 15,406 | 1.05% | 1.05% | 121 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 265,678 | 15,321 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 257,878 | 14,871 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 255,539 | 14,736 | 0.23% | 0.23% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compton Financial Group, LLC | History | No change | 243,837 | 14,062 | 2.71% | 2.71% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 240,748 | 13,883 | 0.29% | 0.29% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 235,466 | 13,579 | 1.01% | 1.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 234,356 | 13,515 | 1.17% | 1.17% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 218,016 | 12,572 | 2.45% | 2.45% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 217,032 | 12,516 | 6.53% | 6.53% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 216,715 | 12,497 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 216,363 | 12,477 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 210,367 | 12,131 | 2.5% | 2.5% | 133 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 208,138 | 12,004 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 206,805 | 11,926 | 0.38% | 0.38% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 206,219 | 11,892 | 0.92% | 0.92% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 79,744 | 11,826 | 1.98% | 1.98% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 203,082 | 11,711 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 202,828 | 11,697 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 200,373 | 11,555 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 195,260 | 11,260 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 191,067 | 11,018 | 0.3% | 0.3% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 183,928 | 10,607 | 2.18% | 2.18% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Group, LLC | History | No change | 183,563 | 10,586 | 4.09% | 4.09% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 182,168 | 10,505 | 4.43% | 4.43% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| International City Management Association Retirement Corp | History | No change | 180,591 | 10,414 | 4.53% | 4.53% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 177,872 | 10,257 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bensler, LLC | History | No change | 177,837 | 10,255 | 0.91% | 0.91% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisory Group LLC | History | No change | 177,517 | 10,237 | 0.55% | 0.55% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RVW Wealth, LLC | History | No change | 174,960 | 10,089 | 0.66% | 0.66% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 169,091 | 9,751 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 166,527 | 9,603 | 0.53% | 0.53% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WRAPMANAGER INC | History | No change | 164,528 | 9,488 | 2.97% | 2.97% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 163,513 | 9,429 | 1.23% | 1.23% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Portside Wealth Group, LLC | History | No change | 162,268 | 9,357 | 1.09% | 1.09% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 160,698 | 9,267 | 0.36% | 0.36% | 156 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Financial Network, Inc. | History | No change | 160,378 | 9,249 | 0.29% | 0.29% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Paulson Wealth Management Inc. | History | No change | 156,527 | 9,026 | 1.91% | 1.91% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 153,397 | 8,846 | 1.07% | 1.07% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Millington Financial Advisors, LLC | History | No change | 153,627 | 8,719 | 3.43% | 3.43% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 151,036 | 8,710 | 1.94% | 1.94% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AF Advisors, Inc. | History | No change | 150,000 | 8,650 | 4.25% | 4.25% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JNBA Financial Advisors | History | No change | 148,319 | 8,553 | 0.65% | 0.65% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisor OS, LLC | History | No change | 147,367 | 8,498 | 0.57% | 0.57% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 145,082 | 8,366 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Group, Inc. | History | No change | 142,823 | 8,236 | 1.21% | 1.21% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 139,768 | 8,060 | 0.26% | 0.26% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 139,209 | 8,028 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 137,862 | 7,950 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 137,417 | 7,924 | 0.78% | 0.78% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 133,840 | 7,718 | 0.47% | 0.47% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Estate Counselors, LLC | History | No change | 132,101 | 7,618 | 0.65% | 0.65% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Collier Financial | History | No change | 131,424 | 7,579 | 5.18% | 5.18% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 128,638 | 7,418 | 0.49% | 0.49% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 128,209 | 7,393 | 0.23% | 0.23% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | No change | 128,109 | 7,388 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 127,585 | 7,358 | 3.42% | 3.42% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 127,312 | 7,342 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 126,828 | 7,314 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 126,800 | 7,312 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 126,801 | 7,312 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 126,502 | 7,295 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 117,178 | 7,167 | 0.86% | 0.86% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 123,955 | 7,148 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 122,857 | 7,085 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 121,830 | 7,025 | 0.27% | 0.27% | 186 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 120,105 | 6,926 | 0.3% | 0.3% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 119,998 | 6,920 | 0.18% | 0.18% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiduciary Group, LLC | History | No change | 119,894 | 6,914 | 0.54% | 0.54% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 119,728 | 6,904 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leslie Global Wealth, LLC | History | No change | 118,813 | 6,851 | 2.67% | 2.67% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hofer & Associates. Inc | History | No change | 118,506 | 6,834 | 3.3% | 3.3% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | No change | 116,659 | 6,727 | 0.84% | 0.84% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Richmond Investment Services, LLC | History | No change | 113,750 | 6,559 | 2.08% | 2.08% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Up Capital Management, Inc. | History | No change | 111,660 | 6,439 | 4.98% | 4.98% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kensington Asset Management, LLC | History | No change | 111,072 | 6,405 | 0.35% | 0.35% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 110,389 | 6,366 | 1.33% | 1.33% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 109,500 | 6,314 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 108,300 | 6,245 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Premier Private Wealth Management LLC | History | No change | 107,152 | 6,179 | 5.41% | 5.41% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 106,788 | 6,158 | 2.04% | 2.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 626 Financial, LLC | History | No change | 106,726 | 6,154 | 2.4% | 2.4% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 105,225 | 6,068 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 103,019 | 5,941 | 1.44% | 1.44% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 101,977 | 5,843 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 101,094 | 5,830 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 100,499 | 5,795 | 0.63% | 0.63% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 99,748 | 5,752 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 99,468 | 5,736 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 97,589 | 5,627 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pachira Investments Inc. | History | No change | 97,542 | 5,625 | 2.12% | 2.12% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 97,507 | 5,623 | 0.28% | 0.28% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 96,974 | 5,592 | 0.27% | 0.27% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 98,000 | 5,581 | 0.37% | 0.37% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 95,843 | 5,527 | 2.99% | 2.99% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 95,483 | 5,506 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 95,161 | 5,487 | 1.13% | 1.13% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 95,030 | 5,480 | 1.69% | 1.69% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Shum Financial Group, Inc. | History | No change | 94,534 | 5,451 | 3.29% | 3.29% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 94,090 | 5,426 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeedSafe Financial LLC | History | No change | 92,228 | 5,308 | 3.82% | 3.82% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 90,552 | 5,222 | 2.97% | 2.97% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DDFG, Inc | History | No change | 89,254 | 5,147 | 1.02% | 1.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roan Capital Partners | History | No change | 89,040 | 5,134 | 4.26% | 4.26% | 224 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 87,627 | 5,053 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVFG LLC | History | No change | 87,442 | 5,042 | 0.53% | 0.53% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 86,819 | 5,006 | 0.12% | 0.12% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | No change | 86,620 | 4,995 | 1.03% | 1.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SCS Capital Management LLC | History | No change | 86,412 | 4,983 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 86,282 | 4,975 | 2.1% | 2.1% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 86,254 | 4,974 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 85,238 | 4,915 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 85,061 | 4,905 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 84,568 | 4,877 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 84,423 | 4,868 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 83,341 | 4,806 | 0.26% | 0.26% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 82,666 | 4,767 | 0.07% | 0.07% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 79,969 | 4,611 | 0.28% | 0.28% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 79,857 | 4,605 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 79,441 | 4,581 | 0.3% | 0.3% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 79,364 | 4,576 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 79,353 | 4,576 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueprint Investment Partners LLC | History | No change | 78,269 | 4,513 | 0.38% | 0.38% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 77,768 | 4,484 | 1.23% | 1.23% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compass Wealth Management LLC | History | No change | 77,747 | 4,483 | 0.85% | 0.85% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 78,604 | 4,427 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 76,683 | 4,422 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 76,480 | 4,410 | 0.15% | 0.15% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maia Wealth LLC | History | No change | 76,224 | 4,395 | 0.65% | 0.65% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 75,537 | 4,356 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 74,735 | 4,309 | 3.49% | 3.49% | 251 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Atria Investments, Inc | History | No change | 74,675 | 4,306 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 74,134 | 4,275 | 2.14% | 2.14% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 74,053 | 4,270 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | No change | 73,993 | 4,267 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MGO ONE SEVEN LLC | History | No change | 73,118 | 4,216 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hughes Financial Services, LLC | History | No change | 73,090 | 4,215 | 0.56% | 0.56% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 72,714 | 4,193 | 1.14% | 1.14% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| StoneX Group Inc. | History | No change | 72,509 | 4,180 | 0.17% | 0.17% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 72,026 | 4,153 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| G&S Capital LLC | History | No change | 71,610 | 4,129 | 1.2% | 1.2% | 261 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 71,255 | 4,109 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 70,254 | 4,051 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 85,965 | 4,028 | 0.57% | 0.57% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 69,228 | 3,992 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 68,806 | 3,968 | 0.34% | 0.34% | 266 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WNY Asset Management, LLC | History | No change | 68,028 | 3,923 | 0.35% | 0.35% | 267 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 67,352 | 3,884 | 1.87% | 1.87% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 67,148 | 3,872 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 67,061 | 3,863 | 0.16% | 0.16% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sherman Asset Management, Inc. | History | No change | 66,875 | 3,856 | 2.99% | 2.99% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Management, Inc. | History | No change | 66,725 | 3,848 | 1.18% | 1.18% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 66,434 | 3,831 | 2.18% | 2.18% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PECAUT & CO. | History | No change | 66,143 | 3,814 | 1.16% | 1.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 65,819 | 3,795 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 65,762 | 3,792 | 0.46% | 0.46% | 276 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 65,667 | 3,787 | 0.82% | 0.82% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Annex Advisory Services, LLC | History | No change | 65,272 | 3,764 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NorthRock Partners, LLC | History | No change | 65,211 | 3,760 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NICOLET BANKSHARES INC | History | No change | 65,711 | 3,750 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 64,971 | 3,746 | 1.55% | 1.55% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 64,529 | 3,721 | 0.12% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SEEDS INVESTOR LLC | History | No change | 64,386 | 3,713 | 0.38% | 0.38% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RMR Capital Management, LLC | History | No change | 63,792 | 3,678 | 2.53% | 2.53% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 63,175 | 3,643 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SkyOak Wealth, LLC | History | No change | 62,732 | 3,617 | 0.59% | 0.59% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 62,455 | 3,601 | 0.65% | 0.65% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Global Investments | History | No change | 61,830 | 3,566 | 0.19% | 0.19% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Destiny Capital Corp/CO | History | No change | 61,436 | 3,543 | 1.65% | 1.65% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stablepoint Partners, LLC | History | No change | 61,245 | 3,531 | 0.49% | 0.49% | 290 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 60,630 | 3,496 | 0.7% | 0.7% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 66,327 | 3,488 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bill Few Associates, Inc. | History | No change | 60,462 | 3,486 | 0.74% | 0.74% | 293 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 60,421 | 3,484 | 0.44% | 0.44% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarus Wealth Advisors | History | No change | 61,551 | 3,438 | 1.32% | 1.32% | 295 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 58,714 | 3,386 | 0.83% | 0.83% | 296 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 58,119 | 3,351 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First PREMIER Bank | History | No change | 57,325 | 3,306 | 0.53% | 0.53% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 57,045 | 3,289 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 56,887 | 3,280 | 0.26% | 0.26% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |