SPDR SERIES TRUST - SPTL

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.
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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
STATE STREET CORP History No change 77,418,976 2,030,699 0.06% 0.06% 1 0 0.0% Q2 2026 Sep 22, 2026
Financial Engines Advisors L.L.C. History No change 59,020,099 1,548,097 2.75% 2.75% 2 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 23,566,242 618,142 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 13, 2026
Municipal Employees' Retirement System of Michigan History No change 19,609,770 514,364 5.68% 5.68% 4 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 17,508,412 459,245 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,877,341 311,542 0.07% 0.07% 6 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 10,918,643 286,395 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 9,962,748 261,322 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 7,325,888 192,158 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 6,114,704 160,388 0.28% 0.28% 10 0 0.0% Q2 2026 Jul 30, 2026
GLOBALT Investments LLC / GA History No change 5,617,536 147,347 4.97% 4.97% 11 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 4,671,743 123,894 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 4,547,125 119,271 2.97% 2.97% 13 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 4,177,217 109,594 0.86% 0.86% 14 0 0.0% Q2 2026 Jul 17, 2026
Mirae Asset Global Investments Co., Ltd. History No change 4,024,625 105,565 0.16% 0.16% 15 0 0.0% Q2 2026 Jul 22, 2026
MASON STREET ADVISORS, LLC History No change 4,005,960 105,076 9.47% 9.47% 16 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 3,880,404 101,782 0.09% 0.09% 17 0 0.0% Q2 2026 Aug 12, 2026
One Day In July LLC History No change 3,828,998 100,434 6.98% 6.98% 18 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 3,131,664 82,143 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 3,102,593 81,381 0.1% 0.1% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,920,281 76,598 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,498,496 65,535 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 2,235,719 58,642 1.37% 1.37% 23 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,055,833 53,924 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,033,216 53,331 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 1,870,380 49,060 0.43% 0.43% 26 0 0.0% Q2 2026 Jul 27, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,870,472 49,058 0.23% 0.23% 27 0 0.0% Q2 2026 Sep 23, 2026
Tennessee Valley Asset Management Partners History No change 1,714,449 44,970 4.96% 4.96% 28 0 0.0% Q2 2026 Aug 10, 2026
Voya Financial Advisors, Inc. History No change 1,614,118 42,806 3.77% 3.77% 29 0 0.0% Q2 2026 Aug 12, 2026
Advocacy Wealth Management, LLC History No change 1,614,833 42,357 1.54% 1.54% 30 0 0.0% Q2 2026 Jul 29, 2026
MCMORGAN & CO LLC History No change 1,504,389 39,460 5.94% 5.94% 31 0 0.0% Q2 2026 Aug 13, 2026
MA Private Wealth History No change 1,470,776 38,578 5.75% 5.75% 32 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 1,444,132 37,879 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,256,580 32,960 0.04% 0.04% 34 0 0.0% Q2 2026 Jul 28, 2026
SOFI WEALTH, LLC History No change 1,221,059 32,028 1.29% 1.29% 35 0 0.0% Q2 2026 Aug 10, 2026
Advisory Alpha, LLC History No change 1,079,040 28,304 0.69% 0.69% 36 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,035,066 27,149 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 1,028,464 26,976 0.22% 0.22% 38 0 0.0% Q2 2026 Aug 13, 2026
Gradient Investments LLC History No change 953,502 25,010 0.35% 0.35% 39 0 0.0% Q2 2026 Jul 08, 2026
Sanctuary Advisors, LLC History No change 927,836 24,337 0.11% 0.11% 40 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 870,699 22,838 0.13% 0.13% 41 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 861,975 22,609 0.21% 0.21% 42 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Investment Group, LLC History No change 860,439 22,569 2.74% 2.74% 43 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 845,094 22,166 0.14% 0.14% 44 0 0.0% Q2 2026 Sep 08, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 834,847 21,898 0.41% 0.41% 45 0 0.0% Q2 2026 Aug 12, 2026
McAdam, LLC History No change 834,106 21,878 0.85% 0.85% 46 0 0.0% Q2 2026 Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 814,697 21,369 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 809,354 21,228 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 783,962 20,563 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 739,720 19,402 0.58% 0.58% 50 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 724,255 18,997 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 17, 2026
FLC Capital Advisors History No change 720,387 18,895 3.04% 3.04% 52 0 0.0% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History No change 689,172 18,076 0.28% 0.28% 53 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 684,031 17,934 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 660,318 17,320 0.11% 0.11% 55 0 0.0% Q2 2026 Jul 20, 2026
Quadrature Capital Ltd History No change 657,621 17,249 0.15% 0.15% 56 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 577,016 15,135 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 03, 2026
Checchi Capital Advisers, LLC History No change 573,620 15,046 0.68% 0.68% 58 0 0.0% Q2 2026 Aug 04, 2026
Fisher Asset Management, LLC History No change 571,139 14,980 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 04, 2026
Shepherd Financial Partners LLC History No change 567,072 14,874 1.22% 1.22% 60 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 563,852 14,789 0.18% 0.18% 61 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 551,209 14,458 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 537,440 14,097 0.22% 0.22% 63 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 537,264 14,092 0.4% 0.4% 64 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 533,951 14,005 0.83% 0.83% 65 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 533,704 13,710 0.02% 0.02% 66 0 0.0% Q2 2026 Jul 15, 2026
CFS Investment Advisory Services, LLC History No change 521,233 13,546 0.9% 0.9% 67 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Investment Research Advisors, Inc. History No change 501,531 13,155 0.03% 0.03% 68 0 0.0% Q2 2026 Jul 27, 2026
Manhattan West Asset Management, LLC History No change 491,059 12,880 2.15% 2.15% 69 0 0.0% Q2 2026 Aug 11, 2026
J.E. Simmons & Co., P.C. History No change 489,712 12,845 7.24% 7.24% 70 0 0.0% Q2 2026 Jul 15, 2026
Roberts Financial Services LLC History No change 482,932 12,667 3.71% 3.71% 71 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 477,295 12,519 0.24% 0.24% 72 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 474,914 12,456 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 13, 2026
High Probability Advisors, LLC History No change 454,386 11,918 1.27% 1.27% 74 0 0.0% Q2 2026 Jul 13, 2026
HighTower Advisors, LLC History No change 452,900 11,879 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 05, 2026
Security Financial Services, INC. History No change 442,106 11,596 1.61% 1.61% 76 0 0.0% Q2 2026 Jul 15, 2026
Impact Investors, Inc History No change 437,179 11,467 8.38% 8.38% 77 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisory, LLC History No change 430,257 11,285 0.4% 0.4% 78 0 0.0% Q2 2026 Aug 13, 2026
Redwood Investment Management, LLC History No change 427,727 11,219 1.11% 1.11% 79 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 405,705 10,641 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 405,556 10,637 2.84% 2.84% 81 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 405,104 10,625 0.05% 0.05% 82 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 393,632 10,351 0.17% 0.17% 83 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 386,385 10,134 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 358,826 9,412 4.31% 4.31% 85 0 0.0% Q2 2026 Aug 13, 2026
Appalachian Capital Management Ltd History No change 352,002 9,233 6.7% 6.7% 86 0 0.0% Q2 2026 Jul 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 347,626 9,118 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 345,312 9,057 0.1% 0.1% 88 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 339,937 8,916 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 03, 2026
KWB Wealth History No change 331,642 8,698 0.74% 0.74% 90 0 0.0% Q2 2026 Jul 10, 2026
MOTCO History No change 330,948 8,680 0.74% 0.74% 91 0 0.0% Q2 2026 Jul 31, 2026
AllGen Financial Advisors, Inc. History No change 329,169 8,634 1.89% 1.89% 92 0 0.0% Q2 2026 Jul 22, 2026
Kingsview Wealth Management, LLC History No change 304,364 7,983 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 18, 2026
MML INVESTORS SERVICES, LLC History No change 302,346 7,930 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History No change 302,082 7,923 0.22% 0.22% 95 0 0.0% Q2 2026 Jul 24, 2026
Independence Wealth Advisors, LLC History No change 279,912 7,342 3.68% 3.68% 96 0 0.0% Q2 2026 Aug 14, 2026
Permanent Capital Management, LP History No change 278,085 7,294 0.98% 0.98% 97 0 0.0% Q2 2026 Aug 12, 2026
Hobart Private Capital, LLC History No change 275,378 7,223 1.24% 1.24% 98 0 0.0% Q2 2026 Jul 06, 2026
FIRST HORIZON CORP History No change 265,227 6,956 0.27% 0.27% 99 0 0.0% Q2 2026 Jul 20, 2026
Goldstone Financial Group, LLC History No change 265,149 6,954 0.64% 0.64% 100 0 0.0% Q2 2026 Aug 11, 2026
Detalus Advisors, LLC History No change 251,553 6,598 1.29% 1.29% 101 0 0.0% Q2 2026 Jul 27, 2026
Foster Victor Wealth Advisors, LLC History No change 257,493 6,594 0.35% 0.35% 102 0 0.0% Q2 2026 Jul 22, 2026
New Harbor Financial Group, LLC History No change 248,658 6,522 1.03% 1.03% 103 0 0.0% Q2 2026 Jul 23, 2026
Range Advisory, LLC History No change 247,111 6,481 0.77% 0.77% 104 0 0.0% Q2 2026 Sep 02, 2026
Mutual Advisors, LLC History No change 243,047 6,375 0.12% 0.12% 105 0 0.0% Q2 2026 Aug 14, 2026
Avos Capital Management, LLC History No change 240,565 6,310 2.62% 2.62% 106 0 0.0% Q2 2026 Aug 14, 2026
Schwallier Wealth Management LLC History No change 233,446 6,123 3.87% 3.87% 107 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 229,976 6,032 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History No change 229,442 6,018 0.59% 0.59% 109 0 0.0% Q2 2026 Jul 29, 2026
Targeted Financial Services LLC History No change 223,427 5,860 4.32% 4.32% 110 0 0.0% Q2 2026 Jul 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 221,553 5,811 0.09% 0.09% 111 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 218,088 5,720 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 12, 2026
Aspire Private Capital, LLC History No change 213,645 5,603 1.16% 1.16% 113 0 0.0% Q2 2026 Jul 15, 2026
Scarborough Advisors, LLC History No change 214,975 5,593 0.64% 0.64% 114 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 209,959 5,507 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 205,485 5,389 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 13, 2026
Robinson Value Management, Ltd. History No change 205,075 5,379 2.88% 2.88% 117 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 198,701 5,211 0.61% 0.61% 118 0 0.0% Q2 2026 Jul 14, 2026
Simplicity Wealth,LLC History No change 196,159 5,145 0.17% 0.17% 119 0 0.0% Q2 2026 Aug 06, 2026
Integrity Wealth Solutions LLC History No change 194,424 5,099 1.88% 1.88% 120 0 0.0% Q2 2026 Jul 30, 2026
Columbus Macro, LLC History No change 185,951 4,877 0.47% 0.47% 121 0 0.0% Q2 2026 Jul 22, 2026
Town Capital LLC History No change 181,437 4,759 3.02% 3.02% 122 0 0.0% Q2 2026 Jul 27, 2026
Atlas Legacy Advisors, LLC History No change 180,147 4,725 0.7% 0.7% 123 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Management, Inc. History No change 179,774 4,715 1.44% 1.44% 124 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 178,302 4,676 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 175,670 4,607 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 175,249 4,596 0.1% 0.1% 127 0 0.0% Q2 2026 Aug 14, 2026
Broadway Wealth Solutions, Inc. History No change 173,205 4,543 2.12% 2.12% 128 0 0.0% Q2 2026 Jul 13, 2026
Betterment LLC History No change 168,780 4,427 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 160,923 4,221 0.27% 0.27% 130 0 0.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History No change 158,364 4,153 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 156,156 4,095 0.08% 0.08% 132 0 0.0% Q2 2026 Jul 15, 2026
Genesee Capital Advisors, LLC History No change 153,899 4,036 1.27% 1.27% 133 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 144,413 3,787 0.11% 0.11% 134 0 0.0% Q2 2026 Jul 06, 2026
Private Wealth Group, LLC History No change 144,268 3,784 1.46% 1.46% 135 0 0.0% Q2 2026 Jul 08, 2026
GUGGENHEIM CAPITAL LLC History No change 144,141 3,780 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 143,021 3,751 0.04% 0.04% 137 0 0.0% Q2 2026 Jul 28, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 140,520 3,685 0.7% 0.7% 138 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Advisors / MI History No change 140,319 3,680 0.22% 0.22% 139 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 136,763 3,587 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 05, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 129,647 3,400 1.3% 1.3% 141 0 0.0% Q2 2026 Jul 20, 2026
FLOW TRADERS U.S. LLC History No change 128,091 3,360 0.14% 0.14% 142 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 127,935 3,355 0.11% 0.11% 143 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial, LLC History No change 123,573 3,241 0.04% 0.04% 144 0 0.0% Q2 2026 Aug 12, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 121,903 3,197 1.06% 1.06% 145 0 0.0% Q2 2026 Aug 05, 2026
Willis Johnson & Associates, Inc. History No change 119,707 3,139 0.17% 0.17% 146 0 0.0% Q2 2026 Aug 13, 2026
Plan Group Financial, LLC History No change 119,566 3,136 0.65% 0.65% 147 0 0.0% Q2 2026 Aug 03, 2026
Signal Advisors Wealth, LLC History No change 118,440 3,106 0.16% 0.16% 148 0 0.0% Q2 2026 Aug 04, 2026
Raleigh Capital Management Inc. History No change 117,473 3,081 0.98% 0.98% 149 0 0.0% Q2 2026 Jul 21, 2026
Frontier Asset Management, LLC History No change 116,864 3,065 0.55% 0.55% 150 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 116,512 3,056 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 116,186 3,047 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 114,040 2,991 0.26% 0.26% 153 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 112,686 2,955 0.84% 0.84% 154 0 0.0% Q2 2026 Aug 05, 2026
Strategies Wealth Advisors, LLC History No change 111,311 2,919 0.26% 0.26% 155 0 0.0% Q2 2026 Aug 14, 2026
Drucker Wealth 3.0, LLC History No change 109,507 2,872 0.45% 0.45% 156 0 0.0% Q2 2026 Jul 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 106,599 2,796 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 19, 2026
Roan Capital Partners History No change 105,696 2,772 2.3% 2.3% 158 0 0.0% Q2 2026 Jul 08, 2026
WealthTrak Capital Management LLC History No change 103,904 2,725 1.79% 1.79% 159 0 0.0% Q2 2026 Aug 04, 2026
CITADEL ADVISORS LLC History No change 103,776 2,722 0.0% 0.0% 160 0 0.0% Q2 2026 Sep 02, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 103,455 2,713 1.89% 1.89% 161 0 0.0% Q2 2026 Jul 07, 2026
Fourth Dimension Wealth, LLC History No change 102,726 2,694 0.85% 0.85% 162 0 0.0% Q2 2026 Jul 31, 2026
Arrowroot Family Office, LLC History No change 101,763 2,669 0.76% 0.76% 163 0 0.0% Q2 2026 Aug 06, 2026
Fire Capital Management LLC History No change 99,526 2,610 1.06% 1.06% 164 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 97,079 2,546 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 94,620 2,481 0.07% 0.07% 166 0 0.0% Q2 2026 Jul 27, 2026
HighPoint Advisor Group LLC History No change 93,715 2,458 0.09% 0.09% 167 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 93,000 2,439 0.05% 0.05% 168 0 0.0% Q2 2026 Aug 13, 2026
AlphaStar Capital Management, LLC History No change 92,190 2,418 0.15% 0.15% 169 0 0.0% Q2 2026 Jul 30, 2026
Strategic Financial Services, Inc. History No change 91,677 2,404 0.11% 0.11% 170 0 0.0% Q2 2026 Aug 24, 2026
FDx Advisors, Inc. History No change 87,607 2,298 0.69% 0.69% 171 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 86,424 2,266 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 86,058 2,257 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 85,061 2,231 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History No change 82,151 2,154 0.18% 0.18% 175 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 81,603 2,140 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 29, 2026
PFG Advisors History No change 81,511 2,138 0.11% 0.11% 177 0 0.0% Q2 2026 Jul 16, 2026
Jacobi Capital Management LLC History No change 80,093 2,100 0.1% 0.1% 178 0 0.0% Q2 2026 Jul 31, 2026
GenWealth Group, Inc. History No change 79,371 2,081 0.32% 0.32% 179 0 0.0% Q2 2026 Jul 10, 2026
Boltwood Capital Management History Added to 83,755 1,997 0.45% 0.49% 180 +2,070 2.53% Q3 2026 Oct 02, 2026
BIRCH FINANCIAL GROUP, LLC History No change 73,536 1,928 0.99% 0.99% 181 0 0.0% Q2 2026 Jul 15, 2026
Robertson Stephens Wealth Management, LLC History No change 73,415 1,925 0.05% 0.05% 182 0 0.0% Q2 2026 Jul 29, 2026
Archer Investment Management, LLC History No change 72,540 1,902 0.65% 0.65% 183 0 0.0% Q2 2026 Jul 07, 2026
Tortoise Investment Management, LLC History No change 69,051 1,811 0.13% 0.13% 184 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 68,267 1,790 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 68,221 1,789 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 67,416 1,768 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 05, 2026
PETRA FINANCIAL ADVISORS INC History No change 66,965 1,756 0.81% 0.81% 188 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 66,785 1,751 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 65,860 1,721 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 65,102 1,707 0.93% 0.93% 191 0 0.0% Q2 2026 Aug 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 64,974 1,704 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 64,881 1,701 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 10, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 64,330 1,687 0.78% 0.78% 194 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 63,665 1,669 0.03% 0.03% 195 0 0.0% Q2 2026 Jul 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 61,949 1,624 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 61,701 1,618 0.07% 0.07% 197 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 60,971 1,599 0.09% 0.09% 198 0 0.0% Q2 2026 Jul 27, 2026
Independent Advisor Alliance History No change 60,936 1,598 0.04% 0.04% 199 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 60,468 1,586 0.31% 0.31% 200 0 0.0% Q2 2026 Jul 22, 2026
Tower Research Capital LLC (TRC) History No change 58,310 1,529 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 11, 2026
KM Capital Management Ltd. History No change 56,811 1,490 0.7% 0.7% 202 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 56,779 1,489 0.06% 0.06% 203 0 0.0% Q2 2026 Jul 22, 2026
Concurrent Investment Advisors, LLC History No change 56,789 1,489 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 27, 2026
Professional Financial Management, Inc. History No change 55,917 1,466 1.49% 1.49% 205 0 0.0% Q2 2026 Jul 15, 2026
Arete Wealth Advisors, LLC History No change 54,814 1,437 0.09% 0.09% 206 0 0.0% Q2 2026 Aug 12, 2026
Goodman Advisory Group, LLC History No change 53,763 1,410 0.32% 0.32% 207 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 53,000 1,390 0.18% 0.18% 208 0 0.0% Q2 2026 Aug 11, 2026
Narus Financial Partners, LLC History No change 52,391 1,374 0.35% 0.35% 209 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 52,222 1,369 0.04% 0.04% 210 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 50,870 1,334 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 20, 2026
Gateway Wealth Partners, LLC History No change 50,788 1,332 0.08% 0.08% 212 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 49,698 1,303 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 06, 2026
Private Advisory Group LLC History No change 49,628 1,301 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 49,347 1,294 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 49,171 1,289 0.04% 0.04% 216 0 0.0% Q2 2026 Jul 31, 2026
HUB Investment Partners, LLC History No change 48,119 1,262 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 31, 2026
Advisor OS, LLC History No change 47,261 1,239 0.08% 0.08% 218 0 0.0% Q2 2026 Aug 05, 2026
International Private Wealth Advisors LLC History No change 45,990 1,206 0.62% 0.62% 219 0 0.0% Q2 2026 Aug 07, 2026
Keebeck Wealth Management History No change 45,847 1,202 0.12% 0.12% 220 0 0.0% Q2 2026 Aug 11, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 45,131 1,183 0.33% 0.33% 221 0 0.0% Q2 2026 Aug 12, 2026
WealthPoint Financial, LLC History No change 44,661 1,171 0.85% 0.85% 222 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 43,544 1,154 0.06% 0.06% 223 0 0.0% Q2 2026 Jul 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 42,498 1,125 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 42,862 1,124 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 11, 2026
INVESTED ADVISORS History No change 41,292 1,083 0.96% 0.96% 226 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 41,156 1,079 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 03, 2026
ALTFEST L J & CO INC History No change 41,134 1,078 0.1% 0.1% 228 0 0.0% Q2 2026 Jul 30, 2026
Edgestream Partners, L.P. History No change 40,554 1,063 0.03% 0.03% 229 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 40,391 1,059 0.08% 0.08% 230 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 40,177 1,053 0.07% 0.07% 231 0 0.0% Q2 2026 Aug 05, 2026
Brady Martz Wealth Solutions, LLC History No change 39,767 1,043 0.16% 0.16% 232 0 0.0% Q2 2026 Jul 23, 2026
BlueChip Wealth Advisors LLC History No change 39,195 1,028 0.39% 0.39% 233 0 0.0% Q2 2026 Jul 30, 2026
Clarity Retirement & Wealth, LLC History No change 39,178 1,027 0.71% 0.71% 234 0 0.0% Q2 2026 Jul 30, 2026
Elevated Capital Advisors, LLC History No change 38,255 1,003 0.28% 0.28% 235 0 0.0% Q2 2026 Aug 03, 2026
Paladin Wealth, LLC History No change 38,047 997 0.58% 0.58% 236 0 0.0% Q2 2026 Jul 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 37,766 990 0.56% 0.56% 237 0 0.0% Q2 2026 Aug 10, 2026
Balefire, LLC History No change 37,703 988 0.16% 0.16% 238 0 0.0% Q2 2026 Jul 07, 2026
MGO ONE SEVEN LLC History No change 37,615 986 0.02% 0.02% 239 0 0.0% Q2 2026 Jul 31, 2026
Legacy Wealth Partners, LLC History No change 37,011 970 0.22% 0.22% 240 0 0.0% Q2 2026 Jul 22, 2026
CFO4Life Group, LLC History No change 36,423 955 0.13% 0.13% 241 0 0.0% Q2 2026 Aug 12, 2026
NOVUS ADVISORS, LLC History No change 36,380 954 1.99% 1.99% 242 0 0.0% Q2 2026 Jul 27, 2026
CAP Partners, LLC History No change 35,641 934 0.46% 0.46% 243 0 0.0% Q2 2026 Jul 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 35,301 925 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 34,847 914 1.4% 1.4% 245 0 0.0% Q2 2026 Jul 16, 2026
Ashton Thomas Private Wealth, LLC History No change 34,672 909 0.02% 0.02% 246 0 0.0% Q2 2026 Jul 29, 2026
Bank OZK History No change 34,644 908 0.27% 0.27% 247 0 0.0% Q2 2026 Aug 17, 2026
Essential Partners LLC History No change 33,650 882 0.41% 0.41% 248 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 33,204 870 0.1% 0.1% 249 0 0.0% Q2 2026 Jul 27, 2026
Hobbs Group Advisors, LLC History No change 31,008 813 0.21% 0.21% 250 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 30,905 810 0.01% 0.01% 251 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 30,576 802 0.06% 0.06% 252 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 30,477 799 0.11% 0.11% 253 0 0.0% Q2 2026 Aug 04, 2026
Auour Investments LLC History No change 29,930 785 0.23% 0.23% 254 0 0.0% Q2 2026 Jul 21, 2026
United Advisor Group, LLC History No change 29,856 783 0.08% 0.08% 255 0 0.0% Q2 2026 Jul 29, 2026
Composition Wealth, LLC History No change 29,691 778 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 22, 2026
Center For Asset Management LLC History No change 29,522 774 0.34% 0.34% 257 0 0.0% Q2 2026 Jul 27, 2026
CITIZENS & NORTHERN CORP History No change 29,228 766 0.18% 0.18% 258 0 0.0% Q2 2026 Jul 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 27,992 734 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 28,803 734 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 28,803 734 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 29, 2026
WCG Wealth Advisors LLC History No change 27,379 718 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 14, 2026
Magnolia Private Wealth, LLC History No change 27,064 709 0.39% 0.39% 263 0 0.0% Q2 2026 Aug 05, 2026
Centerpoint Advisory Group History No change 26,881 705 0.45% 0.45% 264 0 0.0% Q2 2026 Jul 29, 2026
Wallace Advisory Group, LLC History No change 26,460 694 0.65% 0.65% 265 0 0.0% Q2 2026 Aug 03, 2026
Fermata Advisors, LLC History No change 25,875 678 0.14% 0.14% 266 0 0.0% Q2 2026 Jul 07, 2026
SHP Wealth Management History No change 24,852 651 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 11, 2026
Advisor Resource Council History No change 24,954 648 0.18% 0.18% 268 0 0.0% Q2 2026 Jul 28, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 24,425 640 0.11% 0.11% 269 0 0.0% Q2 2026 Jul 31, 2026
Venture Visionary Partners LLC History No change 24,391 639 0.02% 0.02% 270 0 0.0% Q2 2026 Jul 27, 2026
Bell Investment Advisors, Inc History No change 24,354 638 0.09% 0.09% 271 0 0.0% Q2 2026 Aug 06, 2026
Brown Financial Advisors History No change 24,350 638 0.22% 0.22% 272 0 0.0% Q2 2026 Aug 26, 2026
NORDEN GROUP LLC History No change 24,222 635 0.05% 0.05% 273 0 0.0% Q2 2026 Jul 29, 2026
SMART Wealth LLC History No change 24,167 633 0.14% 0.14% 274 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 24,040 630 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
Colonial River Investments, LLC History No change 23,794 624 0.18% 0.18% 276 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 23,558 617 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 14, 2026
LifePlan Investment Advisors, Inc. History No change 23,067 605 0.21% 0.21% 278 0 0.0% Q2 2026 Aug 11, 2026
Keeler Thomas Management LLC History No change 20,689 542 0.19% 0.19% 279 0 0.0% Q2 2026 Jul 29, 2026
MONEY CONCEPTS CAPITAL CORP History No change 20,605 540 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 20,580 539 0.0% 0.0% 281 0 0.0% Q2 2026 Sep 09, 2026
Ironwood Wealth Management, LLC. History No change 20,429 535 0.12% 0.12% 282 0 0.0% Q2 2026 Jul 30, 2026
Compound Planning, Inc. History No change 20,335 533 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 04, 2026
Graetz Wealth LLC History No change 20,051 525 0.42% 0.42% 284 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 19,998 524 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 31, 2026
Zinnia Wealth Advisory, LLC History No change 19,765 518 0.53% 0.53% 286 0 0.0% Q2 2026 Jul 30, 2026
Financial Network Wealth Advisors LLC History No change 19,714 517 0.52% 0.52% 287 0 0.0% Q2 2026 Jul 29, 2026
Goldstein Advisors, LLC History No change 19,516 511 0.05% 0.05% 288 0 0.0% Q2 2026 Jul 20, 2026
Midwest Financial Network, LLC History No change 19,452 510 0.35% 0.35% 289 0 0.0% Q2 2026 Jul 07, 2026
Vertex Planning Partners, LLC History No change 19,439 509 0.08% 0.08% 290 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 19,043 499 0.05% 0.05% 291 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 19,000 498 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 28, 2026
Abacus Wealth Partners, LLC History No change 18,950 497 0.05% 0.05% 293 0 0.0% Q2 2026 Jul 22, 2026
WORLD EQUITY GROUP, INC. History No change 18,900 495 0.11% 0.11% 294 0 0.0% Q2 2026 Jul 09, 2026
Alliance Wealth Advisors, LLC /UT History No change 18,826 493 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 23, 2026
GeoWealth Management, LLC History No change 18,477 484 0.02% 0.02% 296 0 0.0% Q2 2026 Jul 30, 2026
Lansing Street Advisors History No change 18,376 481 0.1% 0.1% 297 0 0.0% Q2 2026 Jul 24, 2026
Idaho Trust Co History No change 18,041 473 0.14% 0.14% 298 0 0.0% Q2 2026 Aug 06, 2026
Asset Management One Co., Ltd. History No change 17,769 466 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Management History No change 17,737 465 0.49% 0.49% 300 0 0.0% Q2 2026 Aug 10, 2026