SPDR SERIES TRUST - SPYX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Windmill Hill Asset Management Ltd | History | Added to | 6,341,875 | 356,349 | 83.48% | 85.32% | 1 | +409,450 | 6.9% | Q4 2025 | Feb 06, 2026 |
| Choate Investment Advisors | History | Reduced | 2,381,460 | 133,814 | 2.63% | 2.77% | 2 | -60,664 | -2.48% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 1,940,078 | 109,013 | 0.21% | 0.21% | 3 | +5,794 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,302,237 | 73,172 | 0.01% | 0.01% | 4 | -125,374 | -8.78% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 949,717 | 53,364 | 0.0% | 0.0% | 5 | +61,321 | 6.9% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 522,214 | 29,343 | 0.02% | 0.02% | 6 | +14,274 | 2.81% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 481,995 | 27,083 | 0.01% | 0.01% | 7 | +41,314 | 9.38% | Q4 2025 | Feb 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 443,447 | 24,917 | 1.92% | 1.95% | 8 | +1,849 | 0.42% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 433,413 | 24,353 | 0.0% | 0.0% | 9 | +18,777 | 4.53% | Q4 2025 | Feb 13, 2026 |
| SPINNAKER TRUST | History | Added to | 427,850 | 24,040 | 1.29% | 1.29% | 10 | +3,679 | 0.87% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 393,370 | 22,103 | 0.15% | — | 11 | +393,370 | New | Q4 2025 | Feb 18, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 356,322 | 20,021 | 0.75% | 0.62% | 12 | +70,829 | 24.81% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | No change | 336,612 | 18,914 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALLIANZ SE | History | Added to | 298,008 | 16,745 | 0.22% | 0.33% | 14 | +16,000 | 5.67% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 266,117 | 14,953 | 0.06% | — | 15 | +266,117 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 235,307 | 13,221 | 0.0% | 0.0% | 16 | +42,491 | 22.04% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 231,043 | 12,982 | 0.02% | 0.01% | 17 | +142,899 | 162.12% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 219,012 | 12,306 | 0.0% | — | 18 | +219,012 | New | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 179,381 | 10,079 | 1.79% | 1.86% | 19 | -3,685 | -2.01% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 175,656 | 9,870 | 0.01% | 0.01% | 20 | +32,042 | 22.31% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 173,073 | 9,724 | 1.65% | 1.62% | 21 | +88 | 0.05% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 161,929 | 9,098 | 0.02% | 0.02% | 22 | +4,432 | 2.81% | Q4 2025 | Mar 16, 2026 |
| Cerity Partners LLC | History | Added to | 153,828 | 8,643 | 0.01% | 0.01% | 23 | +8,003 | 5.49% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 141,343 | 7,942 | 0.02% | 0.02% | 24 | +703 | 0.5% | Q4 2025 | Feb 05, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 134,088 | 7,534 | 1.44% | 1.33% | 25 | +19,387 | 16.9% | Q4 2025 | Jan 27, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 121,872 | 6,848 | 0.01% | 0.01% | 26 | -9,927 | -7.53% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 113,188 | 6,360 | 0.0% | 0.0% | 27 | +3,749 | 3.43% | Q4 2025 | Jan 29, 2026 |
| XPONANCE LLC | History | Reduced | 112,864 | 6,341 | 0.05% | 0.06% | 28 | -25,746 | -18.57% | Q4 2025 | Feb 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 100,831 | 5,665 | 0.35% | 0.37% | 29 | -700 | -0.69% | Q4 2025 | Feb 12, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 86,503 | 4,860 | 0.84% | 3.88% | 30 | -252,865 | -74.51% | Q4 2025 | Feb 09, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 85,697 | 4,815 | 1.79% | 1.89% | 31 | -1,022 | -1.18% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 84,277 | 4,735 | 0.1% | 0.1% | 32 | +3,972 | 4.95% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 75,894 | 4,264 | 0.0% | 0.0% | 33 | -3,848 | -4.83% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 75,694 | 4,253 | 0.06% | 0.06% | 34 | +564 | 0.75% | Q4 2025 | Feb 09, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 71,322 | 4,007 | 1.48% | 1.52% | 35 | -215 | -0.3% | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 65,877 | 3,701 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 60,814 | 3,417 | 0.83% | 0.87% | 37 | -3,159 | -4.94% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 50,913 | 2,860 | 0.05% | 0.05% | 38 | +4,346 | 9.33% | Q4 2025 | Feb 19, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 4,099 | 2,794 | 1.25% | 1.33% | 39 | -158 | -3.71% | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 48,557 | 2,728 | 0.0% | 0.0% | 40 | +2,571 | 5.59% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 46,873 | 2,633 | 0.03% | 0.03% | 41 | -157 | -0.33% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,101 | 2,590 | 0.0% | 0.0% | 42 | +14,392 | 45.39% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 45,260 | 2,543 | 0.0% | 0.0% | 43 | +139 | 0.31% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,224 | 2,541 | 0.0% | 0.0% | 44 | -10,896 | -19.42% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 44,225 | 2,485 | 0.01% | 0.01% | 45 | -4,025 | -8.34% | Q4 2025 | Feb 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 38,334 | 2,153 | 0.39% | 0.42% | 46 | -4,155 | -9.78% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 37,564 | 2,110 | 0.0% | 0.0% | 47 | +4,031 | 12.02% | Q4 2025 | Feb 18, 2026 |
| Oxler Private Wealth LLC | History | Added to | 36,180 | 2,032 | 0.59% | 0.58% | 48 | +64 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 36,151 | 2,031 | 0.86% | 0.84% | 49 | +507 | 1.42% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 35,008 | 1,967 | 0.0% | 0.0% | 50 | +4,938 | 16.42% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 34,985 | 1,965 | 0.1% | 0.1% | 51 | -9,462 | -21.29% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 34,454 | 1,935 | 0.0% | 0.0% | 52 | +11,556 | 50.47% | Q4 2025 | Feb 17, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 2,820 | 1,923 | 0.64% | 0.65% | 53 | -53 | -1.84% | Q4 2025 | Jan 20, 2026 |
| MASECO LLP | History | Reduced | 34,150 | 1,918 | 0.08% | 0.09% | 54 | -267 | -0.78% | Q4 2025 | Jan 22, 2026 |
| Fortis Capital Management LLC | History | Reduced | 31,651 | 1,778 | 0.24% | 0.25% | 55 | -227 | -0.71% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 30,322 | 1,703 | 0.01% | 0.01% | 56 | +872 | 2.96% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 30,200 | 1,696 | 0.02% | 0.02% | 57 | -1,000 | -3.21% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,374 | 1,650 | 0.02% | 0.02% | 58 | +399 | 1.38% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,160 | 1,638 | 0.0% | 0.0% | 59 | -19,380 | -39.93% | Q4 2025 | Mar 25, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,572 | 1,605 | 0.0% | 0.0% | 60 | +15,600 | 120.26% | Q4 2025 | Feb 17, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 27,825 | 1,563 | 0.11% | 0.11% | 61 | +180 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Reduced | 27,802 | 1,562 | 0.0% | 0.0% | 62 | -2,591 | -8.52% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,767 | 1,560 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,794 | 1,505 | 0.0% | 0.0% | 64 | -209 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 25,626 | 1,439 | 0.0% | 0.0% | 65 | -681 | -2.59% | Q4 2025 | Jan 30, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 25,470 | 1,431 | 0.04% | 0.03% | 66 | +2,950 | 13.1% | Q4 2025 | Jan 28, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 25,461 | 1,431 | 0.17% | 0.18% | 67 | -1,050 | -3.96% | Q4 2025 | Jan 20, 2026 |
| PFG Investments, LLC | History | Reduced | 24,830 | 1,395 | 0.07% | 0.07% | 68 | -457 | -1.81% | Q4 2025 | Jan 26, 2026 |
| AlTi Global, Inc. | History | Reduced | 24,496 | 1,376 | 0.03% | 0.03% | 69 | -392 | -1.58% | Q4 2025 | Feb 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 24,183 | 1,358 | 0.3% | 0.32% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Added to | 23,612 | 1,326 | 0.08% | 0.08% | 71 | +6 | 0.03% | Q4 2025 | Feb 10, 2026 |
| WESCAP Management Group, Inc. | History | No change | 23,393 | 1,314 | 0.27% | 0.27% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | Added to | 21,557 | 1,211 | 0.28% | 0.21% | 74 | +6,202 | 40.39% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 21,564 | 1,211 | 0.02% | 0.02% | 73 | +2,449 | 12.81% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 21,325 | 1,198 | 0.0% | 0.0% | 75 | +749 | 3.64% | Q4 2025 | Feb 17, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 21,265 | 1,195 | 0.12% | 0.12% | 76 | -498 | -2.29% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,952 | 1,177 | 0.0% | 0.0% | 77 | +8,471 | 67.87% | Q4 2025 | Feb 13, 2026 |
| eCIO, Inc. | History | Reduced | 20,586 | 1,156 | 0.54% | 0.44% | 78 | -675 | -3.17% | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,559 | 1,155 | 0.04% | 0.03% | 79 | +3,591 | 21.16% | Q4 2025 | Jan 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 20,059 | 1,127 | 0.04% | 0.04% | 80 | +128 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 19,755 | 1,110 | 0.15% | 0.17% | 81 | +2 | 0.01% | Q4 2025 | Jan 09, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19,750 | 1,109 | 0.18% | 0.18% | 82 | -61 | -0.31% | Q4 2025 | Feb 24, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 19,694 | 1,108 | 0.07% | 0.07% | 83 | +592 | 3.1% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,154 | 1,091 | 0.0% | 0.0% | 84 | +1,766 | 10.16% | Q4 2025 | Jan 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,268 | 1,082 | 0.05% | 0.04% | 85 | +4,761 | 32.82% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,481 | 1,038 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,441 | 1,036 | 0.0% | 0.0% | 87 | -49 | -0.27% | Q4 2025 | Feb 02, 2026 |
| Johnson Financial Group, LLC | History | Added to | 18,311 | 1,028 | 0.06% | 0.02% | 88 | +14,234 | 349.13% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 18,024 | 1,012 | 0.0% | 0.0% | 89 | -1,884 | -9.46% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,973 | 953 | 0.03% | 0.03% | 90 | +1,187 | 7.52% | Q4 2025 | Jan 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,401 | 921 | 0.0% | — | 91 | +16,401 | New | Q4 2025 | Feb 18, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 16,238 | 912 | 0.09% | 0.09% | 92 | +38 | 0.23% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 16,047 | 902 | 0.0% | 0.0% | 93 | +5,800 | 56.6% | Q4 2025 | Jan 26, 2026 |
| Trevian Wealth Management LLC | History | No change | 15,686 | 881 | 0.42% | 0.46% | 94 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farrow Financial, Inc. | History | No change | 15,354 | 862 | 0.5% | 0.49% | 95 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | No change | 15,330 | 861 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 15,210 | 854 | 0.03% | 0.03% | 97 | +208 | 1.39% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 13,585 | 763 | 0.01% | 0.01% | 98 | +214 | 1.6% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Reduced | 13,215 | 754 | 0.01% | 0.02% | 99 | -16 | -0.12% | Q4 2025 | Jan 29, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 13,023 | 731 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,945 | 727 | 0.0% | 0.0% | 101 | +335 | 2.66% | Q4 2025 | Feb 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 12,342 | 693 | 0.05% | 0.05% | 102 | +29 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Values Added Financial LLC | History | No change | 11,537 | 648 | 0.27% | 0.28% | 103 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 11,458 | 643 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Enclave Advisors LLC | History | Reduced | 11,327 | 636 | 0.09% | 0.11% | 105 | -1,378 | -10.85% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,251 | 632 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| William Mack & Associates, Inc. | History | Added to | 10,634 | 597 | 0.28% | 0.28% | 107 | +1,209 | 12.83% | Q4 2025 | Feb 09, 2026 |
| BURNS J W & CO INC/NY | History | No change | 10,600 | 595 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 10,361 | 582 | 0.17% | 0.18% | 109 | -160 | -1.52% | Q4 2025 | Feb 11, 2026 |
| Human Investing LLC | History | New | 10,329 | 580 | 0.08% | — | 110 | +10,329 | New | Q4 2025 | Jan 27, 2026 |
| Fiduciary Group, LLC | History | No change | 9,972 | 560 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 9,385 | 527 | 0.12% | 0.12% | 112 | -4 | -0.04% | Q4 2025 | Jan 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 9,268 | 520 | 0.02% | 0.02% | 113 | +135 | 1.48% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,965 | 503 | 0.0% | 0.0% | 114 | -16,950 | -65.41% | Q4 2025 | Mar 09, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,925 | 501 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,654 | 490 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 8,650 | 486 | 0.0% | — | 117 | +8,650 | New | Q4 2025 | Feb 05, 2026 |
| BAILARD, INC. | History | Reduced | 8,632 | 485 | 0.01% | 0.02% | 118 | -6,894 | -44.4% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,637 | 485 | 0.0% | 0.0% | 119 | +3,875 | 81.37% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,619 | 484 | 0.05% | 0.05% | 120 | +880 | 11.37% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 8,555 | 480 | 0.0% | — | 121 | +8,555 | New | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 8,490 | 477 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,461 | 475 | 0.01% | — | 123 | +8,461 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 8,440 | 474 | 0.01% | 0.01% | 124 | +51 | 0.61% | Q4 2025 | Jan 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 8,409 | 472 | 0.0% | — | 125 | +8,409 | New | Q4 2025 | Feb 17, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 8,142 | 457 | 0.4% | 0.47% | 126 | -1,871 | -18.69% | Q4 2025 | Jan 27, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 8,079 | 453 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 8,000 | 449 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 7,959 | 447 | 0.01% | 0.01% | 129 | +948 | 13.52% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | No change | 7,932 | 445 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Trademark Financial Management, LLC | History | No change | 7,785 | 437 | 0.24% | 0.25% | 131 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sovran Advisors, LLC | History | No change | 7,690 | 437 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,637 | 429 | 0.0% | 0.0% | 133 | -845 | -9.96% | Q4 2025 | Feb 18, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 7,506 | 421 | 0.06% | 0.07% | 134 | -1,105 | -12.83% | Q4 2025 | Jan 27, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 7,436 | 417 | 0.25% | 0.32% | 135 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,390 | 415 | 0.01% | 0.01% | 136 | -700 | -8.65% | Q4 2025 | Feb 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 7,335 | 412 | 0.13% | 0.13% | 137 | +17 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 7,240 | 406 | 0.01% | 0.01% | 138 | -189 | -2.54% | Q4 2025 | Feb 06, 2026 |
| Financial Insights, Inc. | History | Reduced | 7,168 | 402 | 0.13% | 0.13% | 139 | -181 | -2.46% | Q4 2025 | Mar 31, 2026 |
| NorthRock Partners, LLC | History | No change | 7,154 | 401 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 7,036 | 395 | 0.32% | — | 141 | +7,036 | New | Q4 2025 | Mar 02, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 6,991 | 392 | 0.16% | 0.17% | 143 | -172 | -2.4% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,975 | 392 | 0.01% | 0.01% | 142 | -18 | -0.26% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | New | 6,651 | 373 | 0.0% | — | 144 | +6,651 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 6,259 | 351 | 0.0% | 0.0% | 145 | +800 | 14.65% | Q4 2025 | Jan 30, 2026 |
| MRA Advisory Group | History | No change | 6,227 | 349 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 6,186 | 347 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 6,017 | 338 | 0.0% | 0.0% | 148 | -10 | -0.17% | Q4 2025 | Jan 29, 2026 |
| Ironwood Financial, llc | History | Added to | 5,860 | 335 | 0.06% | 0.06% | 149 | +18 | 0.31% | Q4 2025 | Jan 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,900 | 331 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 5,777 | 324 | 0.11% | 0.12% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,700 | 320 | 0.02% | 0.03% | 152 | +1 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,648 | 317 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,543 | 311 | 0.01% | 0.01% | 154 | +87 | 1.59% | Q4 2025 | Feb 06, 2026 |
| First Pacific Financial | History | Reduced | 5,491 | 308 | 0.04% | 0.04% | 155 | -146 | -2.59% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,476 | 307 | 0.0% | 0.0% | 157 | +203 | 3.85% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 5,467 | 307 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,349 | 300 | 0.01% | 0.01% | 158 | -70 | -1.29% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,310 | 298 | 0.01% | 0.01% | 159 | -24 | -0.45% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,270 | 296 | 0.0% | 0.0% | 160 | -500 | -8.67% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | No change | 5,253 | 295 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,178 | 290 | 0.01% | 0.01% | 162 | -90 | -1.71% | Q4 2025 | Jan 27, 2026 |
| Pacific Center for Financial Services | History | No change | 5,202 | 285 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| South Shore Capital Advisors | History | New | 5,070 | 284 | 0.21% | — | 164 | +5,070 | New | Q4 2025 | Jan 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 4,835 | 271 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | No change | 4,734 | 266 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rockingstone Advisors LLC | History | Added to | 4,725 | 265 | 0.12% | 0.12% | 167 | +445 | 10.4% | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,674 | 262 | 0.0% | 0.0% | 169 | +300 | 6.86% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 4,680 | 262 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 4,657 | 261 | 0.08% | 0.07% | 171 | +664 | 16.63% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,651 | 261 | 0.0% | 0.0% | 170 | +2 | 0.04% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | No change | 4,647 | 260 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 4,624 | 259 | 0.13% | 0.13% | 173 | -153 | -3.2% | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | No change | 4,540 | 255 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,530 | 254 | 0.03% | 0.75% | 175 | -126,678 | -96.55% | Q4 2025 | Jan 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,500 | 252 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 4,450 | 250 | 0.04% | 0.04% | 177 | -100 | -2.2% | Q4 2025 | Jan 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,400 | 247 | 0.0% | 0.0% | 178 | -39,840 | -90.05% | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,395 | 246 | 0.03% | 0.03% | 179 | +5 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Dakota Wealth Management | History | No change | 4,336 | 243 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,312 | 242 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,109 | 230 | 0.0% | 0.0% | 182 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Members Trust Co | History | No change | 3,930 | 220 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | New | 3,905 | 217 | 0.0% | — | 184 | +3,905 | New | Q4 2025 | Feb 10, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,828 | 215 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,802 | 213 | 0.0% | — | 186 | +3,802 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,685 | 207 | 0.0% | 0.0% | 187 | -291 | -7.32% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 3,411 | 191 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | New | 3,064 | 172 | 0.0% | — | 189 | +3,064 | New | Q4 2025 | Feb 05, 2026 |
| TCTC Holdings, LLC | History | No change | 3,000 | 168 | 0.01% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Monetary Solutions, Ltd | History | New | 2,819 | 158 | 0.16% | — | 191 | +2,819 | New | Q4 2025 | Feb 23, 2026 |
| Tidemark, LLC | History | Reduced | 2,706 | 152 | 0.04% | 0.04% | 192 | -90 | -3.22% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 2,550 | 143 | 0.0% | 0.0% | 193 | -1 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,544 | 142 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 2,220 | 124 | 0.04% | 0.04% | 195 | +134 | 6.42% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 2,201 | 123 | 0.0% | — | 196 | +2,201 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 2,012 | 113 | 0.0% | 0.0% | 197 | +92 | 4.79% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,920 | 107 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,816 | 102 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | No change | 1,809 | 102 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kennebec Savings Bank | History | Reduced | 1,803 | 101 | 0.09% | 0.09% | 201 | -96 | -5.06% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,755 | 98 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,645 | 92 | 0.01% | — | 203 | +1,645 | New | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,586 | 89 | 0.0% | 0.0% | 204 | +1,325 | 507.66% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 1,510 | 84 | 0.02% | 0.03% | 205 | -1,005 | -39.96% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,274 | 71 | 0.0% | 0.0% | 206 | +11 | 0.87% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,236 | 69 | 0.01% | 0.0% | 207 | +765 | 162.42% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 1,200 | 67 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,177 | 66 | 0.01% | 0.01% | 209 | +3 | 0.26% | Q4 2025 | Jan 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,128 | 63 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,104 | 62 | 0.0% | 0.0% | 211 | +20 | 1.85% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,077 | 61 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | Reduced | 1,051 | 59 | 0.01% | 0.01% | 213 | -78 | -6.91% | Q4 2025 | Jan 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,021 | 57 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 999 | 56 | 0.01% | — | 215 | +999 | New | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 960 | 53 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Johnson Financial Group, Inc. | History | No change | 951 | 53 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 812 | 45 | 0.02% | 0.02% | 218 | +22 | 2.78% | Q4 2025 | Jan 22, 2026 |
| Asset Dedication, LLC | History | No change | 780 | 43 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 761 | 42 | 0.0% | 0.0% | 220 | +705 | 1258.93% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 690 | 39 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 681 | 38 | 0.0% | 0.0% | 222 | +1 | 0.15% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | New | 565 | 31 | 0.01% | — | 223 | +565 | New | Q4 2025 | Jan 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 555 | 31 | 0.01% | — | 224 | +555 | New | Q4 2025 | Jan 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 540 | 30 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 534 | 29 | 0.02% | 0.03% | 226 | +2 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 493 | 27 | 0.0% | 0.0% | 227 | -134 | -21.37% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | Added to | 387 | 21 | 0.0% | 0.0% | 228 | +1 | 0.26% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 356 | 20 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 317 | 17 | 0.0% | — | 230 | +317 | New | Q4 2025 | Jan 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 309 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 300 | 16 | 0.0% | — | 232 | +300 | New | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 219 | 12 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 202 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 168 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 147 | 8 | 0.0% | — | 237 | +147 | New | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | New | 143 | 8 | 0.0% | — | 238 | +143 | New | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | New | 102 | 5 | 0.0% | — | 239 | +102 | New | Q4 2025 | Jan 23, 2026 |
| Sachetta, LLC | History | Reduced | 97 | 5 | 0.0% | 0.0% | 241 | -33 | -25.38% | Q4 2025 | Feb 02, 2026 |
| Grove Bank & Trust | History | No change | 100 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| North Star Investment Management Corp. | History | No change | 34 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WPG Advisers, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.99% | — | -34,489 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,373 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,465 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WBH ADVISORY INC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,454 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,008 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,945 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,848 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,007 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,005 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |