SPDR SERIES TRUST - SPTS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | History | No change | 22,686,978 | 658,149 | 7.27% | 7.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE STREET CORP | History | No change | 13,899,161 | 403,214 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 10,027,856 | 290,908 | 9.81% | 9.81% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 9,249,616 | 268,331 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | No change | 6,991,445 | 202,821 | 7.28% | 7.28% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,091,698 | 176,720 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CX Institutional | History | Added to | 4,878,686 | 139,872 | 3.79% | 0.0% | 7 | +4,876,683 | 243468.95% | Q3 2026 | Oct 02, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 3,601,971 | 104,205 | 13.18% | 13.18% | 8 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 3,358,171 | 97,420 | 10.03% | 10.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 3,196,896 | 92,741 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,822,739 | 81,908 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,620,688 | 76,026 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,283,555 | 66,245 | 0.79% | 0.79% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,270,040 | 65,853 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 2,171,929 | 63,007 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Members Trust Co | History | No change | 2,111,976 | 61,268 | 1.91% | 1.91% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 2,034,811 | 59,029 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,936,809 | 56,186 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 1,904,928 | 55,740 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,905,391 | 55,275 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAGCO, INC. | History | No change | 1,838,753 | 53,342 | 9.86% | 9.86% | 21 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,679,505 | 48,722 | 3.96% | 3.96% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,676,702 | 48,641 | 0.27% | 0.27% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,599,536 | 46,402 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,598,899 | 46,384 | 1.24% | 1.24% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,586,270 | 46,018 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 1,521,466 | 44,137 | 4.19% | 4.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 1,438,245 | 41,723 | 5.54% | 5.54% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quent Capital, LLC | History | No change | 1,424,219 | 41,316 | 2.54% | 2.54% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 1,370,678 | 39,763 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 1,334,080 | 38,701 | 1.04% | 1.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,298,928 | 37,681 | 3.78% | 3.78% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,171,212 | 33,976 | 1.85% | 1.85% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 1,029,860 | 29,526 | 2.33% | 2.29% | 34 | +15,202 | 1.5% | Q3 2026 | Oct 05, 2026 |
| Triad Wealth Partners, LLC | History | No change | 1,015,011 | 29,313 | 1.73% | 1.73% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crane Advisory, LLC | History | No change | 995,137 | 28,819 | 4.14% | 4.14% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 983,283 | 28,525 | 5.38% | 5.38% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1888 Investments, LLC | History | No change | 980,110 | 28,432 | 50.36% | 50.36% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 942,567 | 27,343 | 1.3% | 1.3% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 895,179 | 25,887 | 3.76% | 3.76% | 40 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 890,275 | 25,826 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 867,455 | 25,165 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nelson Capital Management, LLC | History | No change | 864,508 | 25,079 | 2.75% | 2.75% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 818,168 | 23,735 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WorthPointe, LLC | History | No change | 753,673 | 21,864 | 5.49% | 5.49% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 748,662 | 21,733 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 746,935 | 21,668 | 2.73% | 2.73% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 714,150 | 20,717 | 0.75% | 0.75% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 700,755 | 20,328 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 696,181 | 20,196 | 0.35% | 0.35% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gradient Investments LLC | History | No change | 695,270 | 20,169 | 0.28% | 0.28% | 51 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 674,211 | 19,558 | 0.17% | 0.17% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 671,071 | 19,481 | 0.25% | 0.25% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 663,501 | 19,248 | 1.87% | 1.87% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 660,143 | 19,150 | 3.09% | 3.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 633,590 | 18,380 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 616,249 | 17,877 | 0.21% | 0.21% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 610,499 | 17,710 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Composition Wealth, LLC | History | No change | 573,043 | 16,623 | 0.19% | 0.19% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fiduciary Group, LLC | History | No change | 570,516 | 16,550 | 1.3% | 1.3% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fonville Wealth Management LLC | History | No change | 561,459 | 16,287 | 2.66% | 2.66% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 553,651 | 16,061 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 552,224 | 16,020 | 2.12% | 2.12% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Group, LLC | History | No change | 549,817 | 15,950 | 6.16% | 6.16% | 64 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 534,195 | 15,496 | 0.22% | 0.22% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 527,316 | 15,297 | 2.21% | 2.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 513,173 | 14,887 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 506,185 | 14,684 | 12.66% | 12.66% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 499,807 | 14,499 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 440,958 | 12,792 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 420,392 | 12,195 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 405,465 | 11,762 | 5.9% | 5.9% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 400,071 | 11,570 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 398,443 | 11,558 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 399,816 | 11,554 | 2.43% | 2.43% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Transmarket Holdings LP | History | No change | 378,140 | 10,969 | 8.05% | 8.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| S. R. Schill & Associates | History | No change | 366,104 | 10,620 | 6.41% | 6.41% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Treasure Coast Financial Planning | History | No change | 360,928 | 10,470 | 5.11% | 5.11% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 348,746 | 10,117 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tilson Financial Group, Inc. | History | No change | 347,656 | 10,085 | 2.77% | 2.77% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | No change | 317,537 | 9,180 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 315,007 | 9,138 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 309,991 | 8,992 | 1.5% | 1.5% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 309,625 | 8,982 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, LLC | History | No change | 302,600 | 8,750 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 284,125 | 8,242 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rinkey Investments | History | No change | 278,526 | 8,080 | 1.9% | 1.9% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 277,000 | 8,035 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 268,853 | 7,799 | 0.6% | 0.6% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 268,794 | 7,797 | 3.58% | 3.58% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 267,736 | 7,767 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 257,034 | 7,456 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 253,242 | 7,346 | 0.45% | 0.45% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SeedSafe Financial LLC | History | No change | 243,624 | 7,067 | 5.09% | 5.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 238,773 | 6,926 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TPG Financial Advisors, LLC | History | No change | 229,744 | 6,664 | 1.99% | 1.99% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 229,210 | 6,649 | 4.64% | 4.64% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 225,786 | 6,550 | 1.1% | 1.1% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 224,755 | 6,520 | 0.23% | 0.23% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 220,045 | 6,383 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 208,973 | 6,062 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key FInancial Inc | History | No change | 208,130 | 6,037 | 0.99% | 0.99% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 203,320 | 5,898 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MKT Advisors LLC | History | No change | 203,633 | 5,887 | 1.83% | 1.83% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Troutman Wealth Management, LLC | History | No change | 199,335 | 5,782 | 4.45% | 4.45% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 195,013 | 5,657 | 3.1% | 3.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 191,109 | 5,544 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 189,541 | 5,498 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WBH ADVISORY INC | History | No change | 172,324 | 4,999 | 0.34% | 0.34% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centric Wealth Management | History | No change | 171,071 | 4,966 | 0.77% | 0.77% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 169,453 | 4,915 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Guild Investment Management, Inc. | History | No change | 167,000 | 4,844 | 3.31% | 3.31% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 166,064 | 4,817 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 165,804 | 4,809 | 1.52% | 1.52% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JT Stratford LLC | History | No change | 163,954 | 4,756 | 0.52% | 0.52% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 163,912 | 4,755 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MY Wealth Management Inc. | History | No change | 161,028 | 4,671 | 3.29% | 3.29% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 160,091 | 4,644 | 1.22% | 1.22% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Faithward Advisors, LLC | History | No change | 158,682 | 4,603 | 0.56% | 0.56% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTC Wealth Management LLC | History | No change | 157,262 | 4,562 | 2.05% | 2.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 154,101 | 4,470 | 0.85% | 0.85% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 150,518 | 4,366 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 148,616 | 4,311 | 1.35% | 1.35% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Day In July LLC | History | No change | 140,011 | 4,061 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 139,565 | 4,048 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | No change | 138,224 | 4,009 | 0.69% | 0.69% | 126 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mechanics Bank Trust Department | History | No change | 138,057 | 4,005 | 0.5% | 0.5% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 134,632 | 3,905 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 125,393 | 3,637 | 0.76% | 0.76% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roundview Capital LLC | History | No change | 123,558 | 3,584 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 121,635 | 3,528 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RFG Advisory, LLC | History | No change | 117,365 | 3,404 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Madison Asset Management, LLC | History | No change | 115,561 | 3,352 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | No change | 110,404 | 3,202 | 0.16% | 0.16% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 109,704 | 3,182 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walker Financial Services, Inc. | History | No change | 107,751 | 3,125 | 0.97% | 0.97% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 106,100 | 3,077 | 1.91% | 1.91% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | No change | 105,618 | 3,063 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | No change | 104,843 | 3,029 | 1.12% | 1.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 101,681 | 2,949 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MATAURO, LLC | History | No change | 99,155 | 2,876 | 0.38% | 0.38% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 97,218 | 2,820 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 96,007 | 2,785 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 95,515 | 2,770 | 0.63% | 0.63% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zhang Financial LLC | History | No change | 95,459 | 2,769 | 0.08% | 0.08% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 93,908 | 2,724 | 0.18% | 0.18% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 93,896 | 2,723 | 2.1% | 2.1% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 89,537 | 2,597 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fisher Asset Management, LLC | History | No change | 88,543 | 2,568 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 86,391 | 2,506 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 85,154 | 2,470 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 84,418 | 2,448 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 82,693 | 2,398 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 82,562 | 2,395 | 0.47% | 0.47% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SigFig Wealth Management, LLC | History | No change | 82,327 | 2,389 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Teucrium Investment Advisors, LLC | History | No change | 81,665 | 2,361 | 2.1% | 2.1% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 78,083 | 2,265 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 77,763 | 2,252 | 0.3% | 0.3% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 74,707 | 2,167 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 74,173 | 2,151 | 0.24% | 0.24% | 160 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 72,526 | 2,103 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 71,952 | 2,087 | 0.59% | 0.59% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 71,532 | 2,075 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 69,837 | 2,027 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 66,455 | 1,927 | 0.81% | 0.81% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Simplicity Wealth,LLC | History | No change | 65,802 | 1,908 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tactive Advisors, LLC | History | No change | 65,413 | 1,897 | 0.47% | 0.47% | 167 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Intrua Financial, LLC | History | No change | 64,989 | 1,885 | 0.17% | 0.17% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 63,585 | 1,844 | 1.88% | 1.88% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 61,052 | 1,771 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WCG Wealth Advisors LLC | History | No change | 60,022 | 1,741 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 58,138 | 1,686 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 56,130 | 1,628 | 0.97% | 0.97% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 55,751 | 1,617 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 55,762 | 1,617 | 0.55% | 0.55% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 55,469 | 1,609 | 0.13% | 0.13% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 52,985 | 1,537 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tidemark, LLC | History | No change | 52,351 | 1,518 | 0.34% | 0.34% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Park Financial, Inc. | History | No change | 46,448 | 1,347 | 0.78% | 0.78% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Breakwater Investment Management | History | No change | 46,325 | 1,343 | 0.46% | 0.46% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 44,673 | 1,295 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vavra Capital Management, LLC | History | No change | 42,984 | 1,246 | 1.09% | 1.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 42,872 | 1,243 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Successful Portfolios LLC | History | No change | 42,271 | 1,222 | 0.57% | 0.57% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 42,081 | 1,220 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 41,349 | 1,199 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 40,180 | 1,165 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Partners in Financial Planning | History | No change | 40,176 | 1,165 | 0.18% | 0.18% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 39,979 | 1,159 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 38,650 | 1,121 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Advisors Network LLC | History | No change | 37,212 | 1,079 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Austin Wealth Management, LLC | History | No change | 36,947 | 1,070 | 0.23% | 0.23% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Altiora Financial Group, LLC | History | No change | 36,813 | 1,067 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 35,532 | 1,031 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 35,503 | 1,029 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,477 | 1,000 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 33,819 | 981 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 33,634 | 975 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | No change | 32,799 | 951 | 0.43% | 0.43% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | No change | 32,523 | 943 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aspire Private Capital, LLC | History | No change | 31,829 | 923 | 0.19% | 0.19% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 31,462 | 915 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tandem Investment Partners LLC | History | No change | 31,569 | 915 | 0.71% | 0.71% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maia Wealth LLC | History | No change | 31,530 | 914 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31,369 | 910 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 31,344 | 909 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 30,860 | 895 | 0.91% | 0.91% | 207 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Slow Capital, Inc. | History | No change | 30,041 | 871 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO | History | No change | 29,689 | 859 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trailhead Planners LLC | History | No change | 29,149 | 845 | 0.82% | 0.82% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 28,884 | 837 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 28,589 | 829 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CITIGROUP INC | History | No change | 28,349 | 822 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 27,956 | 810 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 27,800 | 804 | 0.23% | 0.23% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Management Associates, Inc | History | No change | 26,880 | 779 | 0.16% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keystone Financial Group | History | No change | 26,787 | 777 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 26,723 | 775 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 26,544 | 770 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 26,339 | 764 | 0.17% | 0.17% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Paladin Wealth, LLC | History | No change | 25,896 | 751 | 0.44% | 0.44% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 25,812 | 748 | 0.47% | 0.47% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 25,118 | 728 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PATRON PARTNERS, LLC | History | No change | 25,128 | 728 | 0.28% | 0.28% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 25,057 | 726 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 25,005 | 725 | 0.47% | 0.47% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 24,822 | 720 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 24,761 | 718 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTFEST L J & CO INC | History | No change | 24,671 | 715 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winch Advisory Services, LLC | History | No change | 24,532 | 711 | 0.15% | 0.15% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allen Capital Group, LLC | History | No change | 24,377 | 707 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trilogy Capital Inc. | History | No change | 24,369 | 706 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Advisory Services Network, LLC | History | No change | 24,155 | 700 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 23,937 | 694 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 23,890 | 693 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HORAN Wealth, LLC | History | No change | 23,771 | 689 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| US BANCORP \DE\ | History | No change | 23,102 | 670 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,027 | 668 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 22,525 | 653 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldstone Financial Group, LLC | History | No change | 21,075 | 611 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 20,698 | 600 | 1.09% | 1.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 20,574 | 596 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | No change | 19,921 | 577 | 0.2% | 0.2% | 243 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Destiny Capital Corp/CO | History | No change | 19,741 | 572 | 0.27% | 0.27% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Layline Advisors, LLC | History | No change | 19,206 | 557 | 0.5% | 0.5% | 245 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,969 | 550 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | No change | 18,792 | 545 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | No change | 18,619 | 540 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 18,387 | 533 | 0.46% | 0.46% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evensky & Katz LLC | History | No change | 18,298 | 531 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OceanIQ Capital, LLC | History | No change | 18,225 | 527 | 0.32% | 0.32% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 18,166 | 526 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 18,049 | 523 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17,945 | 520 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 17,779 | 515 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 17,757 | 515 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vantage Point Financial LLC | History | No change | 17,681 | 512 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 17,202 | 499 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 17,229 | 499 | 0.17% | 0.17% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morrissey Wealth Management, LLC | History | No change | 17,359 | 496 | 0.31% | 0.31% | 260 | 0 | 0.0% | Q2 2026 | Oct 05, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 17,096 | 495 | 3.54% | 3.54% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 16,527 | 479 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 16,354 | 477 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Front Row Advisors LLC | History | No change | 16,230 | 469 | 0.14% | 0.14% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 16,184 | 469 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triton Financial Group Inc | History | No change | 15,930 | 462 | 0.27% | 0.27% | 266 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WESBANCO BANK INC | History | No change | 15,865 | 460 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Barnett & Company, Inc. | History | No change | 15,620 | 453 | 0.34% | 0.34% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 15,418 | 447 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,297 | 443 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THEORY FINANCIAL LLC | History | No change | 15,037 | 436 | 0.14% | 0.14% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 14,839 | 430 | 0.16% | 0.16% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Carnegie Investment Counsel | History | No change | 14,626 | 424 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 14,455 | 419 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,400 | 417 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Latitude Advisors, LLC | History | No change | 14,318 | 415 | 0.17% | 0.17% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 14,085 | 408 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 13,928 | 404 | 0.25% | 0.25% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,629 | 395 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Banque Transatlantique SA | History | No change | 13,512 | 391 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | No change | 13,183 | 384 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Degree Advisors Inc | History | No change | 12,900 | 372 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Falcon Wealth Planning | History | No change | 12,717 | 368 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,677 | 367 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 12,513 | 362 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 12,330 | 357 | 0.16% | 0.16% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 12,282 | 356 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | No change | 12,270 | 355 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | No change | 12,237 | 354 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Synergy Investment Management, LLC | History | No change | 11,713 | 339 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | No change | 11,556 | 335 | 0.21% | 0.21% | 291 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 11,414 | 331 | 0.14% | 0.14% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,332 | 328 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 11,180 | 326 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,815 | 313 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 10,743 | 311 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,682 | 311 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,527 | 305 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,506 | 304 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | No change | 10,447 | 303 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |