SPDR SERIES TRUST - SPYX
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.
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 | No change | 5,426,150 | 331,537 | 73.99% | 73.99% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Choate Investment Advisors | History | No change | 2,278,337 | 139,206 | 2.45% | 2.45% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 1,981,562 | 121,073 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,296,357 | 79,207 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,087,515 | 66,447 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 498,471 | 30,456 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 466,568 | 28,507 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 456,721 | 27,905 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 455,027 | 27,802 | 1.35% | 1.35% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gemmer Asset Management LLC | History | No change | 451,355 | 27,577 | 1.85% | 1.85% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 391,330 | 23,910 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALLIANZ SE | History | No change | 298,008 | 18,208 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 291,227 | 17,793 | 0.63% | 0.63% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 269,933 | 16,492 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 257,545 | 15,742 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 228,910 | 13,987 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 211,657 | 12,932 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 176,006 | 10,753 | 1.69% | 1.69% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 173,168 | 10,580 | 1.09% | 1.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 160,095 | 9,781 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 156,328 | 9,551 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 155,573 | 9,505 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 154,904 | 9,465 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 164,718 | 8,734 | 1.5% | 1.5% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEI INVESTMENTS CO | History | No change | 121,445 | 7,420 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 121,368 | 7,415 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 110,863 | 6,773 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 100,831 | 6,160 | 0.36% | 0.36% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 99,741 | 6,094 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | No change | 88,365 | 5,399 | 1.32% | 1.32% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 85,856 | 5,245 | 1.82% | 1.82% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 81,215 | 4,962 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 78,208 | 4,778 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 70,632 | 4,315 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 68,710 | 4,198 | 1.43% | 1.43% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 65,877 | 4,025 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 61,352 | 3,748 | 0.81% | 0.81% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 49,769 | 3,041 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 49,590 | 3,029 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 48,970 | 2,992 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 48,803 | 2,981 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 48,537 | 2,965 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 47,368 | 2,894 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IMC-Chicago, LLC | History | No change | 44,848 | 2,740 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AGF MANAGEMENT LTD | History | No change | 43,925 | 2,683 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oxler Private Wealth LLC | History | No change | 41,181 | 2,516 | 0.72% | 0.72% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 41,136 | 2,513 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40,447 | 2,422 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 3,231 | 2,413 | 0.74% | 0.74% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 35,258 | 2,154 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 35,100 | 2,144 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 34,895 | 2,132 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MASECO LLP | History | No change | 34,150 | 2,088 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,463 | 2,044 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 33,028 | 2,017 | 0.32% | 0.32% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 32,413 | 1,980 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortis Capital Management LLC | History | No change | 31,655 | 1,934 | 0.22% | 0.22% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 31,052 | 1,900 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 30,200 | 1,845 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Operose Advisors LLC | History | No change | 29,797 | 1,820 | 0.35% | 0.35% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boyd Wealth Management, LLC | History | No change | 29,590 | 1,807 | 0.68% | 0.68% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Solutions Group, LLC | History | No change | 29,288 | 1,789 | 0.61% | 0.61% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,572 | 1,745 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 27,825 | 1,700 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,474 | 1,668 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 27,304 | 1,668 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,215 | 1,601 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 25,553 | 1,561 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 25,264 | 1,544 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 24,810 | 1,515 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 24,138 | 1,474 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 21,515 | 1,315 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 21,500 | 1,313 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 21,481 | 1,312 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESCAP Management Group, Inc. | History | No change | 21,222 | 1,296 | 0.24% | 0.24% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 21,202 | 1,295 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,906 | 1,277 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 20,042 | 1,224 | 0.18% | 0.18% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| eCIO, Inc. | History | No change | 19,956 | 1,219 | 0.34% | 0.34% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 19,715 | 1,215 | 0.15% | 0.15% | 80 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 19,584 | 1,196 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 19,236 | 1,175 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,975 | 1,159 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,466 | 1,128 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 18,438 | 1,126 | 1.04% | 1.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 17,849 | 1,090 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 17,309 | 1,057 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, LLC | History | No change | 16,922 | 1,033 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 16,856 | 1,029 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,376 | 1,000 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 16,315 | 996 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 16,265 | 993 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bridgewater Advisors Inc. | History | No change | 15,843 | 985 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 15,992 | 977 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,980 | 976 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trevian Wealth Management LLC | History | No change | 15,686 | 958 | 0.41% | 0.41% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlTi Global, Inc. | History | No change | 15,462 | 944 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farrow Financial, Inc. | History | No change | 15,354 | 938 | 0.5% | 0.5% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 15,310 | 935 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 14,888 | 921 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tidal Investments LLC | History | No change | 10,546 | 913 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 14,778 | 902 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 14,763 | 902 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,718 | 899 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 14,456 | 883 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1832 Asset Management L.P. | History | No change | 13,867 | 847 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 13,385 | 817 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ally Invest Advisors Inc. | History | No change | 12,987 | 793 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 12,972 | 792 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Constant Guidance Financial LLC | History | No change | 12,425 | 759 | 0.48% | 0.48% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,349 | 754 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Values Added Financial LLC | History | No change | 11,979 | 731 | 0.26% | 0.26% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| William Mack & Associates, Inc. | History | No change | 11,893 | 726 | 0.26% | 0.26% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Facet Wealth, Inc. | History | No change | 11,794 | 720 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,525 | 704 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Group, LLC | History | No change | 11,432 | 698 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,314 | 691 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Enclave Advisors LLC | History | No change | 11,164 | 682 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BURNS J W & CO INC/NY | History | No change | 10,750 | 656 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Global Investments | History | No change | 10,575 | 646 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 10,376 | 633 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,055 | 614 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Human Investing LLC | History | No change | 9,947 | 607 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,473 | 579 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 9,343 | 570 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 9,325 | 569 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SteelPeak Wealth, LLC | History | No change | 9,280 | 567 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,167 | 560 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,925 | 545 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 8,905 | 544 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,838 | 540 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8,501 | 519 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,461 | 516 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,455 | 516 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,365 | 511 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 8,910 | 508 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | No change | 8,147 | 497 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 8,140 | 497 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sankala Group LLC | History | No change | 7,912 | 497 | 0.33% | 0.33% | 139 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 8,079 | 493 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 8,000 | 488 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,071 | 488 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Trust Co | History | No change | 7,932 | 484 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,909 | 483 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,832 | 478 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trademark Financial Management, LLC | History | No change | 7,785 | 475 | 0.19% | 0.19% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 7,690 | 467 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 7,547 | 461 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 7,498 | 458 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 7,440 | 454 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 8,490 | 450 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 7,369 | 450 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLVD Private Wealth, LLC | History | No change | 7,356 | 449 | 0.33% | 0.33% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 7,271 | 444 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthRock Partners, LLC | History | No change | 7,247 | 442 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Insights, Inc. | History | No change | 7,168 | 437 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Prospera Financial Services Inc | History | No change | 6,861 | 419 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 6,710 | 409 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 6,259 | 382 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MRA Advisory Group | History | No change | 6,149 | 375 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,057 | 370 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,042 | 369 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,929 | 362 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 5,777 | 352 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evanson Financial, LLC | History | No change | 5,648 | 345 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ironwood Financial, llc | History | No change | 5,577 | 342 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Capital Management, LLC | History | No change | 6,396 | 339 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 5,467 | 334 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 5,396 | 329 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,282 | 322 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,206 | 318 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 5,207 | 318 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 5,216 | 318 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| South Shore Capital Advisors | History | No change | 4,968 | 303 | 0.2% | 0.2% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ballentine Partners, LLC | History | No change | 4,895 | 299 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tortoise Investment Management, LLC | History | No change | 4,835 | 295 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,750 | 290 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Storen Legacy Partners, LLC | History | No change | 4,762 | 290 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UMB Bank, n.a. | History | No change | 4,680 | 285 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 4,674 | 285 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,641 | 283 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 4,540 | 277 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,500 | 274 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 4,450 | 271 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Seneca Financial Advisors LLC | History | No change | 4,425 | 270 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 4Thought Financial Group Inc. | History | No change | 4,402 | 268 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dakota Wealth Management | History | No change | 4,336 | 264 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockingstone Advisors LLC | History | No change | 4,300 | 262 | 0.11% | 0.11% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 4,271 | 260 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,244 | 259 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,252 | 259 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,178 | 255 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,077 | 249 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,054 | 247 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 4,021 | 245 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Members Trust Co | History | No change | 3,930 | 240 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 3,855 | 236 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,828 | 233 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 3,742 | 228 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 3,505 | 214 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Northern Financial Advisors Inc | History | No change | 3,502 | 213 | 0.14% | 0.14% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,460 | 211 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bath Savings Trust Co | History | No change | 3,425 | 209 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EASTERN BANK | History | No change | 3,411 | 208 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| TOP Private Wealth LLC. | History | No change | 3,380 | 206 | 0.2% | 0.2% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 3,340 | 204 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 3,330 | 203 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,322 | 202 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atomic Invest LLC | History | No change | 3,297 | 200 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,130 | 191 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 3,064 | 187 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,848 | 174 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tidemark, LLC | History | No change | 2,710 | 165 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | No change | 2,671 | 163 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,544 | 155 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Monetary Solutions, Ltd | History | No change | 2,533 | 154 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,470 | 150 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 2,262 | 138 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robinswood Financial LLC | History | No change | 2,158 | 131 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,073 | 126 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,940 | 119 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 1,809 | 111 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,816 | 110 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,800 | 109 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 1,800 | 109 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,792 | 109 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kennebec Savings Bank | History | No change | 1,794 | 109 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,770 | 108 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,645 | 100 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,382 | 84 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,236 | 75 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 1,200 | 73 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,176 | 71 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,077 | 66 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 1,051 | 64 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,002 | 61 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Napier Financial, LLC | History | No change | 1,000 | 61 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 971 | 59 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 913 | 55 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 854 | 52 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 843 | 51 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Asset Dedication, LLC | History | No change | 780 | 47 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | No change | 685 | 41 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 690 | 41 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 540 | 32 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 536 | 32 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 493 | 30 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brooklyn FI, LLC | History | No change | 434 | 26 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 387 | 23 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 389 | 23 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 356 | 21 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 321 | 19 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 300 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 18 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 311 | 18 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 269 | 16 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | No change | 259 | 15 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 219 | 13 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kroeger Financial Partners | History | No change | 189 | 11 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 147 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | No change | 143 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 136 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 114 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 101 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Grove Bank & Trust | History | No change | 100 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 35 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hickory Point Bank & Trust | History | New | 21 | 1 | 0.0% | — | 269 | +21 | New | Q3 2026 | Oct 01, 2026 |
| WPG Advisers, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |