SPDR SERIES TRUST - SPTM
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 | 8,300,927 | 753,641 | 0.17% | 0.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 5,507,994 | 500,070 | 0.86% | 0.86% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 4,244,480 | 385,356 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,961,564 | 268,880 | 2.85% | 2.85% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | No change | 2,938,215 | 266,760 | 0.46% | 0.46% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 2,629,977 | 238,775 | 1.09% | 1.09% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,508,062 | 227,706 | 4.32% | 4.32% | 7 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Professional Financial Advisors, LLC | History | No change | 2,244,068 | 203,738 | 35.24% | 35.24% | 8 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,730,399 | 157,102 | 20.82% | 20.82% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 1,568,833 | 142,434 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,540,424 | 139,860 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,498,663 | 135,940 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,430,952 | 131,089 | 0.22% | 0.22% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,360,734 | 123,541 | 9.57% | 9.57% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keener Financial Planning LLC | History | No change | 1,143,398 | 103,809 | 37.13% | 37.13% | 15 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,129,081 | 102,509 | 1.22% | 1.22% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,047,443 | 95,097 | 0.4% | 0.4% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,030,968 | 93,601 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 1,018,751 | 92,492 | 7.24% | 7.24% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 999,405 | 90,735 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 913,019 | 82,892 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 897,808 | 82,643 | 14.8% | 14.52% | 22 | +39,233 | 4.57% | Q3 2026 | Oct 05, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 904,261 | 82,097 | 6.67% | 6.67% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 879,321 | 79,833 | 6.66% | 6.66% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 868,980 | 78,894 | 14.93% | 14.93% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealthquest Corp | History | No change | 866,474 | 78,667 | 4.96% | 4.96% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 796,314 | 72,297 | 19.52% | 19.52% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Strategies Group, Inc. | History | No change | 779,808 | 70,868 | 11.29% | 11.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 766,306 | 69,572 | 2.6% | 2.6% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 765,384 | 69,489 | 5.71% | 5.71% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 752,931 | 68,359 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 733,767 | 66,618 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 689,429 | 62,593 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 684,063 | 61,750 | 21.0% | 21.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 679,939 | 61,731 | 0.65% | 0.65% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 657,860 | 59,727 | 0.29% | 0.29% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 632,610 | 57,434 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 626,685 | 56,896 | 3.15% | 3.15% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | No change | 616,164 | 55,941 | 5.88% | 5.88% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Winch Advisory Services, LLC | History | No change | 597,158 | 54,215 | 11.26% | 11.26% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 586,138 | 53,215 | 0.54% | 0.54% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 565,479 | 51,339 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 495,226 | 44,649 | 4.88% | 4.88% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 491,233 | 44,599 | 0.54% | 0.54% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | No change | 483,994 | 43,941 | 0.24% | 0.24% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 476,001 | 43,216 | 0.88% | 0.88% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 473,446 | 42,984 | 4.78% | 4.78% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 472,621 | 42,909 | 2.87% | 2.87% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 466,911 | 42,390 | 9.72% | 9.72% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winthrop Advisory Group LLC | History | No change | 462,176 | 41,960 | 2.83% | 2.83% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 449,566 | 40,816 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 448,617 | 40,729 | 0.24% | 0.24% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 427,094 | 38,775 | 7.67% | 7.67% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 420,062 | 38,137 | 5.5% | 5.5% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 417,513 | 37,906 | 0.24% | 0.24% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Treasure Coast Financial Planning | History | No change | 415,958 | 37,764 | 18.42% | 18.42% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 393,156 | 35,694 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 392,903 | 35,671 | 10.44% | 10.44% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 387,596 | 35,189 | 1.24% | 1.24% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jacobi Capital Management LLC | History | No change | 372,511 | 33,820 | 1.65% | 1.65% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rinkey Investments | History | No change | 363,352 | 32,988 | 7.77% | 7.77% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 364,366 | 32,847 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 339,708 | 30,877 | 4.48% | 4.48% | 63 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 329,144 | 29,883 | 1.38% | 1.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 316,100 | 28,698 | 0.45% | 0.45% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 312,542 | 28,375 | 0.24% | 0.24% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Navigation Group, LLC | History | No change | 308,575 | 28,015 | 5.45% | 5.45% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RVW Wealth, LLC | History | No change | 304,009 | 27,600 | 1.82% | 1.82% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 301,484 | 27,513 | 20.84% | 20.84% | 69 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 301,764 | 27,397 | 5.17% | 5.17% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fox Financial, Inc | History | No change | 301,615 | 27,383 | 19.07% | 19.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DORVAL Corp | History | No change | 294,987 | 26,781 | 7.71% | 7.71% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 284,191 | 25,801 | 10.29% | 10.29% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 282,526 | 25,650 | 0.73% | 0.73% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SigFig Wealth Management, LLC | History | No change | 281,572 | 25,383 | 0.67% | 0.67% | 75 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | No change | 272,566 | 24,746 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 263,803 | 23,950 | 1.45% | 1.45% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 257,479 | 23,376 | 0.68% | 0.68% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 252,181 | 22,895 | 2.22% | 2.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wall Capital Group, Inc. | History | No change | 245,135 | 22,255 | 18.22% | 18.22% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Annex Advisory Services, LLC | History | No change | 239,129 | 21,710 | 0.37% | 0.37% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Compass Financial Group, INC/SD | History | No change | 237,330 | 21,547 | 2.47% | 2.47% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 227,132 | 20,621 | 0.67% | 0.67% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 223,805 | 20,319 | 9.3% | 9.3% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 221,137 | 20,077 | 0.31% | 0.31% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 216,002 | 19,611 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 210,645 | 19,124 | 9.54% | 9.54% | 87 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 206,830 | 18,778 | 1.7% | 1.7% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roble, Belko & Company, Inc | History | No change | 206,069 | 18,709 | 2.02% | 2.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 203,501 | 18,475 | 5.84% | 5.84% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mueller Wealth, LLC | History | No change | 202,687 | 18,401 | 12.53% | 12.53% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 200,381 | 18,192 | 0.23% | 0.23% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 186,239 | 16,908 | 3.7% | 3.7% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | No change | 184,204 | 16,723 | 0.31% | 0.31% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Facet Wealth, Inc. | History | No change | 181,997 | 16,523 | 0.24% | 0.24% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 178,323 | 16,189 | 0.26% | 0.26% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 176,855 | 16,056 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 176,685 | 16,041 | 0.96% | 0.96% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bensler, LLC | History | No change | 175,956 | 15,975 | 1.41% | 1.41% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 172,651 | 15,675 | 0.15% | 0.15% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 171,960 | 15,612 | 1.03% | 1.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 171,433 | 15,564 | 1.58% | 1.58% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ervin Investment Management, LLC | History | No change | 168,556 | 15,303 | 8.31% | 8.31% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 166,409 | 15,108 | 0.36% | 0.36% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spartan Planning & Wealth Management | History | No change | 166,207 | 15,089 | 10.04% | 10.04% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IAG Wealth Partners, LLC | History | No change | 164,702 | 14,953 | 1.48% | 1.48% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Advisors / MI | History | No change | 163,353 | 14,830 | 0.9% | 0.9% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 158,282 | 14,370 | 8.86% | 8.86% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 156,894 | 14,244 | 1.16% | 1.16% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Royal Harbor Partners, LLC | History | No change | 156,855 | 14,240 | 4.41% | 4.41% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 156,075 | 14,170 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XML Financial, LLC | History | No change | 155,578 | 14,124 | 1.03% | 1.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 154,171 | 13,997 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 153,512 | 13,937 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 151,689 | 13,771 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 149,860 | 13,605 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 157,428 | 13,389 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M3 Wealth Management, LLC | History | No change | 145,538 | 13,213 | 8.57% | 8.57% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 144,332 | 13,103 | 0.2% | 0.2% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 142,793 | 12,964 | 1.48% | 1.48% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| G&S Capital LLC | History | No change | 138,684 | 12,591 | 3.65% | 3.65% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Evensky & Katz LLC | History | No change | 136,729 | 12,414 | 0.64% | 0.64% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 136,870 | 12,357 | 1.62% | 1.62% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 134,479 | 12,209 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 132,501 | 12,029 | 4.18% | 4.18% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | No change | 132,332 | 12,014 | 1.96% | 1.96% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| R2 Capital Strategies, LLC | History | No change | 129,416 | 11,749 | 5.32% | 5.32% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | No change | 128,022 | 11,623 | 2.08% | 2.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Redwood Financial Network Corp | History | No change | 127,459 | 11,571 | 6.42% | 6.42% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IRON Financial LLC | History | No change | 127,201 | 11,548 | 4.77% | 4.77% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Balentine LLC | History | No change | 124,550 | 11,307 | 0.4% | 0.4% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 123,385 | 11,202 | 1.06% | 1.06% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Freedom Day Solutions, LLC | History | No change | 123,130 | 11,178 | 2.47% | 2.47% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 123,080 | 11,174 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 122,347 | 11,107 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 119,895 | 10,885 | 0.2% | 0.2% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 120,501 | 10,731 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 116,743 | 10,599 | 0.96% | 0.96% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 115,622 | 10,497 | 2.63% | 2.63% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Breakwater Investment Management | History | No change | 114,601 | 10,404 | 3.54% | 3.54% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 111,749 | 10,145 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aldebaran Financial Inc. | History | No change | 109,406 | 9,932 | 8.06% | 8.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 103,283 | 9,377 | 0.22% | 0.22% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterneck Capital Management, LLC | History | No change | 101,452 | 9,210 | 3.95% | 3.95% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VestGen Advisors, LLC | History | No change | 100,956 | 9,165 | 0.27% | 0.27% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 100,079 | 9,086 | 5.1% | 5.1% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 99,917 | 9,071 | 0.88% | 0.88% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FreeGulliver LLC | History | No change | 98,799 | 8,969 | 3.16% | 3.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 96,238 | 8,737 | 0.99% | 0.99% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 95,564 | 8,676 | 1.7% | 1.7% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 94,316 | 8,568 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 91,578 | 8,314 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 89,364 | 8,113 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 86,731 | 7,874 | 3.32% | 3.32% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 85,114 | 7,727 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 84,925 | 7,710 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roundview Capital LLC | History | No change | 84,875 | 7,705 | 0.42% | 0.42% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 83,440 | 7,575 | 1.1% | 1.1% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SFG Wealth Management, LLC. | History | No change | 83,314 | 7,564 | 2.72% | 2.72% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Group, LLC | History | No change | 83,185 | 7,552 | 2.92% | 2.92% | 160 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mutual Advisors, LLC | History | No change | 82,206 | 7,463 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 80,789 | 7,334 | 0.28% | 0.28% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aerodigm Wealth, LLC | History | No change | 80,005 | 7,263 | 2.45% | 2.45% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | No change | 78,923 | 7,165 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 78,802 | 7,154 | 0.74% | 0.74% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 77,837 | 7,066 | 0.71% | 0.71% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 77,316 | 7,019 | 4.9% | 4.9% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 76,571 | 6,951 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 76,076 | 6,906 | 1.04% | 1.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 75,366 | 6,842 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 74,761 | 6,787 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 73,659 | 6,687 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PAX Financial Group, LLC | History | No change | 71,053 | 6,450 | 0.96% | 0.96% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Values Added Financial LLC | History | No change | 67,978 | 6,171 | 2.23% | 2.23% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trinity Wealth Management, LLC | History | No change | 67,829 | 6,158 | 1.95% | 1.95% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 67,817 | 6,157 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IHT Wealth Management, LLC | History | No change | 67,178 | 6,099 | 0.13% | 0.13% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 67,132 | 6,094 | 1.37% | 1.37% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 66,672 | 6,053 | 0.51% | 0.51% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evercore Wealth Management, LLC | History | No change | 66,631 | 6,049 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apeiron RIA LLC | History | No change | 66,182 | 6,008 | 1.54% | 1.54% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 66,137 | 6,004 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | No change | 66,065 | 5,998 | 0.66% | 0.66% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 62,504 | 5,674 | 0.21% | 0.21% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 62,178 | 5,663 | 1.78% | 1.78% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 61,110 | 5,548 | 2.76% | 2.76% | 186 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CGN Advisors LLC | History | No change | 60,445 | 5,487 | 0.4% | 0.4% | 187 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 59,247 | 5,379 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mariner, LLC | History | No change | 59,165 | 5,371 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TKG Advisors, LLC | History | No change | 59,058 | 5,361 | 1.86% | 1.86% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | No change | 58,851 | 5,343 | 0.58% | 0.58% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 58,805 | 5,338 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 58,219 | 5,285 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 58,100 | 5,274 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 57,837 | 5,251 | 2.52% | 2.52% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Austin Wealth Management, LLC | History | No change | 57,567 | 5,197 | 1.1% | 1.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 56,993 | 5,174 | 1.56% | 1.56% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 56,318 | 5,113 | 0.63% | 0.63% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 55,776 | 5,063 | 2.12% | 2.12% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 55,443 | 5,030 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 55,273 | 5,018 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 53,698 | 4,875 | 1.21% | 1.21% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Partners LLC | History | No change | 52,480 | 4,764 | 4.14% | 4.14% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 51,998 | 4,720 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAGCO, INC. | History | No change | 51,634 | 4,687 | 0.87% | 0.87% | 205 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 51,589 | 4,683 | 1.03% | 1.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 50,840 | 4,615 | 0.31% | 0.31% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 49,678 | 4,510 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 49,345 | 4,479 | 0.3% | 0.3% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,013 | 4,449 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 48,592 | 4,411 | 0.48% | 0.48% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 48,524 | 4,405 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 48,323 | 4,387 | 1.02% | 1.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 47,479 | 4,310 | 0.33% | 0.33% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 46,876 | 4,277 | 0.54% | 0.54% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 46,422 | 4,214 | 0.46% | 0.46% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 46,407 | 4,213 | 0.86% | 0.86% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fullerton Advisors, LLC | History | No change | 46,255 | 4,199 | 3.93% | 3.93% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 46,076 | 4,183 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF HAWAII | History | No change | 45,714 | 4,150 | 0.2% | 0.2% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,296 | 4,021 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 43,421 | 3,942 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 15,573 | 3,873 | 0.32% | 0.32% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 42,165 | 3,827 | 0.39% | 0.39% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 42,092 | 3,821 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 42,017 | 3,815 | 0.16% | 0.16% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 41,914 | 3,805 | 0.66% | 0.66% | 227 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quent Capital, LLC | History | No change | 41,811 | 3,796 | 0.23% | 0.23% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 41,532 | 3,770 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,272 | 3,747 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Financial Group, Inc. | History | No change | 40,802 | 3,704 | 1.56% | 1.56% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 39,499 | 3,586 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NICOLET BANKSHARES INC | History | No change | 38,875 | 3,541 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 38,276 | 3,475 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Claro Advisors Inc. | History | No change | 37,673 | 3,420 | 0.36% | 0.36% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 36,711 | 3,333 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 36,635 | 3,326 | 1.03% | 1.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KWB Wealth | History | No change | 36,511 | 3,314 | 0.28% | 0.28% | 238 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 35,439 | 3,217 | 0.64% | 0.64% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 34,783 | 3,157 | 0.26% | 0.26% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 33,975 | 3,084 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 33,832 | 3,071 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 33,760 | 3,065 | 0.21% | 0.21% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | No change | 33,400 | 3,032 | 0.98% | 0.98% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 33,050 | 3,000 | 0.33% | 0.33% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 32,342 | 2,936 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 32,222 | 2,925 | 0.47% | 0.47% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Altus Wealth Group LLC | History | No change | 32,133 | 2,917 | 1.05% | 1.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 32,041 | 2,908 | 1.15% | 1.15% | 249 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sequent Planning LLC | History | No change | 31,671 | 2,875 | 0.61% | 0.61% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 31,501 | 2,859 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | No change | 31,434 | 2,853 | 0.17% | 0.17% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 29,873 | 2,712 | 0.36% | 0.36% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANE BROTHERS & CO INC | History | No change | 29,148 | 2,646 | 1.73% | 1.73% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 29,034 | 2,635 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 28,696 | 2,605 | 0.52% | 0.52% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 28,456 | 2,583 | 0.12% | 0.12% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Red Mountain Financial, LLC | History | No change | 28,370 | 2,575 | 2.16% | 2.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 28,262 | 2,565 | 1.59% | 1.59% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 27,652 | 2,510 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 27,412 | 2,488 | 0.33% | 0.33% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 27,264 | 2,475 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,974 | 2,449 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 26,884 | 2,440 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 26,598 | 2,414 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Destination Wealth Management | History | No change | 26,460 | 2,402 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 26,346 | 2,391 | 0.25% | 0.25% | 267 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 26,319 | 2,389 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 26,170 | 2,375 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jacksonville Wealth Management, LLC | History | No change | 25,730 | 2,336 | 1.32% | 1.32% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LJI Wealth Management, LLC | History | No change | 25,721 | 2,335 | 0.33% | 0.33% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Enhancement Group LLC | History | No change | 25,531 | 2,317 | 0.28% | 0.28% | 272 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LexAurum Advisors, LLC | History | No change | 25,510 | 2,316 | 0.27% | 0.27% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Flagstone Financial Management | History | No change | 25,023 | 2,271 | 0.51% | 0.51% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 24,870 | 2,257 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 25,032 | 2,245 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 24,615 | 2,234 | 1.2% | 1.2% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 24,523 | 2,226 | 0.37% | 0.37% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equita Financial Network, Inc. | History | No change | 24,232 | 2,200 | 0.61% | 0.61% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MidFirst Bank | History | No change | 24,239 | 2,200 | 0.16% | 0.16% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 24,167 | 2,194 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 24,166 | 2,194 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 23,909 | 2,170 | 0.41% | 0.41% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | No change | 23,889 | 2,168 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Auxano Advisors, LLC | History | No change | 23,648 | 2,147 | 0.41% | 0.41% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 23,421 | 2,126 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 23,412 | 2,125 | 0.15% | 0.15% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 23,263 | 2,112 | 0.11% | 0.11% | 288 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sharper & Granite LLC | History | No change | 22,969 | 2,085 | 0.65% | 0.65% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 22,967 | 2,085 | 0.95% | 0.95% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Decker Wealth Management LLC | History | No change | 22,934 | 2,082 | 0.44% | 0.44% | 291 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 22,891 | 2,078 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 22,694 | 2,060 | 0.51% | 0.51% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATAURO, LLC | History | No change | 22,522 | 2,044 | 0.27% | 0.27% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walsh & Associates, LLC | History | No change | 22,520 | 2,044 | 1.67% | 1.67% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONECO ADVISORS, LLC | History | No change | 22,122 | 2,008 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEMITAM BONAM LLC | History | No change | 21,583 | 1,959 | 1.44% | 1.44% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 21,500 | 1,951 | 0.47% | 0.47% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NOVEM GROUP | History | No change | 21,499 | 1,951 | 0.2% | 0.2% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 21,240 | 1,928 | 1.01% | 1.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |