SSGA Active Trust - SRLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 7,597,224 | 306,092 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,466,384 | 300,820 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona PSPRS Trust | History | No change | 6,470,566 | 260,699 | 9.71% | 9.71% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 4,699,823 | 189,355 | 16.53% | 16.53% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 4,414,977 | 177,879 | 0.53% | 0.53% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,000,098 | 161,163 | 0.26% | 0.26% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,586,924 | 144,517 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 3,509,642 | 141,403 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 3,162,200 | 127,405 | 6.14% | 6.14% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,607,022 | 105,038 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,519,303 | 101,502 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 2,246,592 | 90,515 | 2.22% | 2.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,195,295 | 88,448 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,803,154 | 72,649 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,661,384 | 66,937 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,653,488 | 66,619 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symetra Investment Management Co | History | No change | 1,554,851 | 62,645 | 5.48% | 5.48% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,383,526 | 55,603 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aristotle Pacific Capital, LLC | History | No change | 1,367,066 | 54,942 | 26.13% | 26.13% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,360,178 | 54,923 | 0.92% | 0.92% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,360,178 | 54,923 | 0.92% | 0.92% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | No change | 1,213,236 | 48,311 | 0.53% | 0.53% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,174,850 | 47,334 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 905,792 | 36,494 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CNO Financial Group, Inc. | History | No change | 862,000 | 34,729 | 19.88% | 19.88% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 777,643 | 31,331 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 776,016 | 31,265 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 723,630 | 29,155 | 1.62% | 1.62% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 708,493 | 28,545 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,248,706 | 26,994 | 2.23% | 2.23% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 659,591 | 26,574 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONNING INC. | History | No change | 641,275 | 25,836 | 0.77% | 0.77% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 638,836 | 25,738 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 591,546 | 23,833 | 7.77% | 7.77% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blackstone Inc. | History | No change | 555,591 | 22,384 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Donoghue Forlines LLC | History | No change | 538,939 | 21,713 | 5.62% | 5.62% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 535,650 | 21,581 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 517,812 | 20,862 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bramshill Investments, LLC | History | No change | 473,743 | 19,087 | 1.46% | 1.46% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 462,910 | 18,650 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 461,725 | 18,602 | 3.73% | 3.73% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 448,972 | 18,089 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 432,761 | 17,436 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 425,289 | 17,134 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 392,272 | 15,808 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | No change | 379,830 | 15,303 | 2.14% | 2.14% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 374,591 | 15,092 | 0.25% | 0.25% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 372,511 | 15,008 | 3.06% | 3.06% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 366,035 | 14,747 | 1.15% | 1.15% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 362,070 | 14,587 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ninety One UK Ltd | History | No change | 359,410 | 14,480 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 350,264 | 14,112 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 342,445 | 13,797 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Calamos Advisors LLC | History | No change | 316,100 | 12,735 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 303,914 | 12,244 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 300,000 | 12,087 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 291,156 | 11,731 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 282,644 | 11,387 | 0.23% | 0.23% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 282,233 | 11,371 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COUNTRY TRUST BANK | History | No change | 278,522 | 11,221 | 0.2% | 0.2% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 272,468 | 10,977 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stablepoint Partners, LLC | History | No change | 269,885 | 10,873 | 1.5% | 1.5% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 269,167 | 10,844 | 0.2% | 0.2% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 267,428 | 10,774 | 0.57% | 0.57% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 260,160 | 10,481 | 0.97% | 0.97% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MRA Advisory Group | History | No change | 259,585 | 10,458 | 3.79% | 3.79% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 258,638 | 10,420 | 4.0% | 4.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goldstone Financial Group, LLC | History | No change | 255,058 | 10,276 | 0.94% | 0.94% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 228,380 | 9,201 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 215,406 | 8,678 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 212,397 | 8,557 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitford Management LLC | History | No change | 212,000 | 8,541 | 7.62% | 7.62% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 211,865 | 8,536 | 1.44% | 1.44% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 209,986 | 8,460 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ZEGA Investments, LLC | History | No change | 199,821 | 8,050 | 0.83% | 0.83% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Global Investments | History | No change | 199,604 | 8,042 | 0.44% | 0.44% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 192,437 | 7,753 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 150,114 | 7,502 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 173,417 | 6,986 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 171,603 | 6,914 | 0.18% | 0.18% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Palogic Value Management, L.P. | History | No change | 163,161 | 6,572 | 2.16% | 2.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 162,635 | 6,552 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canal Capital Management, LLC | History | No change | 160,735 | 6,476 | 0.79% | 0.79% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plan Group Financial, LLC | History | No change | 160,458 | 6,464 | 1.33% | 1.33% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | No change | 159,229 | 6,415 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 158,101 | 6,369 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 157,912 | 6,362 | 3.11% | 3.11% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Live Oak Investment Partners | History | No change | 157,789 | 6,357 | 3.42% | 3.42% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 153,628 | 6,189 | 4.29% | 4.29% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 146,567 | 5,905 | 1.99% | 1.99% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 146,130 | 5,887 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspire Private Capital, LLC | History | No change | 140,554 | 5,662 | 1.17% | 1.17% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 139,709 | 5,628 | 0.8% | 0.8% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 138,997 | 5,600 | 2.59% | 2.59% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 136,428 | 5,496 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 135,221 | 5,448 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prudent Man Advisors, LLC | History | No change | 135,100 | 5,443 | 1.24% | 1.24% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Windsor Capital Management, LLC | History | No change | 126,416 | 5,093 | 1.32% | 1.32% | 98 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewSquare Capital LLC | History | No change | 125,902 | 5,072 | 0.38% | 0.38% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 124,429 | 5,013 | 1.26% | 1.26% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maridea Wealth Management LLC | History | No change | 122,980 | 4,954 | 0.54% | 0.54% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COURIER CAPITAL LLC | History | No change | 121,017 | 4,875 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| S&A Financial Services, Inc. | History | No change | 117,121 | 4,718 | 2.88% | 2.88% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 114,675 | 4,620 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 113,959 | 4,591 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 112,801 | 4,544 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 110,965 | 4,470 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trivium Point Advisory, LLC | History | No change | 110,528 | 4,453 | 0.4% | 0.4% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 109,356 | 4,405 | 0.22% | 0.22% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 106,808 | 4,303 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Americana Partners, LLC | History | No change | 106,806 | 4,303 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 105,545 | 4,252 | 1.78% | 1.78% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jefferies Financial Group Inc. | History | No change | 102,348 | 4,123 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 101,900 | 4,105 | 2.95% | 2.95% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Petix & Botte Co | History | No change | 101,087 | 4,072 | 0.82% | 0.82% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alteri Wealth LLC | History | No change | 100,915 | 4,065 | 1.12% | 1.12% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 99,915 | 4,025 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 98,568 | 3,971 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 95,244 | 3,837 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 94,309 | 3,799 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hofer & Associates. Inc | History | No change | 93,745 | 3,776 | 1.83% | 1.83% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 92,090 | 3,710 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 90,219 | 3,634 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 88,508 | 3,565 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | No change | 86,593 | 3,488 | 0.24% | 0.24% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 86,400 | 3,481 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Prospera Financial Services Inc | History | No change | 86,417 | 3,481 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealth Management Associates, Inc. | History | No change | 86,264 | 3,475 | 0.96% | 0.96% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 82,023 | 3,304 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 80,789 | 3,255 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 80,762 | 3,253 | 0.67% | 0.67% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 79,141 | 3,188 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 78,264 | 3,153 | 0.65% | 0.65% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 77,044 | 3,104 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Risk Paradigm Group, LLC | History | No change | 76,243 | 3,071 | 2.41% | 2.41% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 75,576 | 3,037 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 75,160 | 3,028 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 74,665 | 3,008 | 0.3% | 0.3% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 73,264 | 2,951 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 72,012 | 2,901 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 71,343 | 2,874 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 69,862 | 2,814 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 69,620 | 2,804 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 67,630 | 2,724 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Philanthropic Trust | History | No change | 67,629 | 2,724 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 64,614 | 2,603 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Beacon Advisors, Inc. | History | No change | 64,500 | 2,598 | 18.8% | 18.8% | 147 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 63,710 | 2,566 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 63,303 | 2,550 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 63,127 | 2,543 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 62,466 | 2,516 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Summit Financial, LLC | History | No change | 62,345 | 2,511 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 62,312 | 2,510 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 61,511 | 2,478 | 0.14% | 0.14% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.Safra Asset Management Corp | History | No change | 61,183 | 2,465 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | No change | 61,072 | 2,460 | 0.79% | 0.79% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bain Capital Credit, LP | History | No change | 60,136 | 2,422 | 0.66% | 0.66% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 59,792 | 2,409 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 59,650 | 2,403 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 59,664 | 2,403 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Friedenthal Financial | History | No change | 58,748 | 2,366 | 1.09% | 1.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 58,697 | 2,364 | 0.78% | 0.78% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aspetuck Financial Management LLC | History | No change | 58,187 | 2,344 | 1.38% | 1.38% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 57,694 | 2,324 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 57,620 | 2,321 | 0.88% | 0.88% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 57,494 | 2,316 | 0.23% | 0.23% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Management, Inc. | History | No change | 57,068 | 2,299 | 0.7% | 0.7% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 55,797 | 2,248 | 0.33% | 0.33% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | No change | 54,830 | 2,208 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| L & S Advisors Inc | History | No change | 53,772 | 2,166 | 0.22% | 0.22% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 53,700 | 2,163 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,034 | 2,056 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 50,907 | 2,038 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 50,059 | 2,016 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50,000 | 2,014 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 49,908 | 2,010 | 0.45% | 0.45% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 49,004 | 1,977 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 48,570 | 1,956 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 48,137 | 1,939 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 47,246 | 1,903 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 45,297 | 1,825 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | No change | 45,273 | 1,824 | 0.53% | 0.53% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 45,201 | 1,821 | 0.22% | 0.22% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 45,197 | 1,820 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 44,000 | 1,772 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 43,629 | 1,757 | 0.95% | 0.95% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 43,282 | 1,743 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TradeWell Securities, LLC. | History | No change | 43,018 | 1,733 | 0.62% | 0.62% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 42,978 | 1,731 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 42,910 | 1,728 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 42,865 | 1,727 | 0.85% | 0.85% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 42,880 | 1,727 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXS Investments LLC | History | No change | 42,720 | 1,721 | 0.49% | 0.49% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 41,956 | 1,690 | 0.18% | 0.18% | 194 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| &PARTNERS | History | No change | 41,632 | 1,677 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 40,057 | 1,613 | 0.29% | 0.29% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 39,623 | 1,596 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 39,142 | 1,579 | 0.12% | 0.12% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEBSTER BANK, N. A. | History | No change | 39,035 | 1,572 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 39,006 | 1,571 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 38,950 | 1,569 | 0.28% | 0.28% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 38,519 | 1,551 | 0.46% | 0.46% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 37,945 | 1,528 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Great Waters Wealth Management | History | No change | 37,787 | 1,522 | 0.14% | 0.14% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Black Diamond Financial, LLC | History | No change | 37,376 | 1,505 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL TRUST Co | History | No change | 37,282 | 1,502 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Forty Two & Co. | History | No change | 37,124 | 1,495 | 1.27% | 1.27% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 36,659 | 1,476 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| City Center Advisors, LLC | History | No change | 36,413 | 1,467 | 1.19% | 1.19% | 209 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 36,393 | 1,466 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 35,525 | 1,431 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 33,506 | 1,349 | 0.28% | 0.28% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concord Wealth Partners | History | No change | 32,918 | 1,326 | 0.15% | 0.15% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 32,915 | 1,326 | 0.8% | 0.8% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curtis Advisory Group, LLC | History | No change | 32,527 | 1,310 | 0.25% | 0.25% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 31,942 | 1,286 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 31,492 | 1,268 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 30,953 | 1,247 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sachetta, LLC | History | No change | 30,393 | 1,224 | 0.6% | 0.6% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shum Financial Group, Inc. | History | No change | 30,281 | 1,220 | 0.74% | 0.74% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 30,184 | 1,216 | 0.42% | 0.42% | 221 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sagace Wealth Management LLC | History | No change | 30,008 | 1,209 | 0.76% | 0.76% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tactive Advisors, LLC | History | No change | 29,538 | 1,190 | 0.29% | 0.29% | 223 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Csenge Advisory Group | History | No change | 29,442 | 1,186 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 29,019 | 1,169 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 28,420 | 1,145 | 0.21% | 0.21% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,023 | 1,129 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 27,968 | 1,126 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 27,925 | 1,125 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | No change | 27,638 | 1,113 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 27,562 | 1,110 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AEGON USA Investment Management, LLC | History | No change | 26,300 | 1,059 | 0.76% | 0.76% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 26,001 | 1,047 | 0.46% | 0.46% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 25,358 | 1,021 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 25,000 | 1,007 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 24,930 | 1,004 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 24,840 | 1,000 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 24,333 | 980 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 24,339 | 980 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 23,992 | 966 | 0.55% | 0.55% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 23,690 | 954 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Opulen Financial Group LLC | History | No change | 23,693 | 954 | 0.6% | 0.6% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 23,590 | 950 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 23,548 | 948 | 0.29% | 0.29% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Continuum Advisory, LLC | History | No change | 23,473 | 945 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 23,441 | 944 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 22,595 | 910 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 22,455 | 904 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 22,306 | 898 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 22,189 | 893 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 21,718 | 875 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 21,522 | 867 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 21,345 | 860 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 20,998 | 846 | 0.57% | 0.57% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 19,728 | 794 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 19,720 | 794 | 1.66% | 1.66% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First City Capital Management, Inc. | History | No change | 19,362 | 780 | 0.38% | 0.38% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ascentis Independent Advisors | History | No change | 18,851 | 759 | 2.04% | 2.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,704 | 753 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cynosure Group, LLC | History | No change | 18,636 | 750 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 18,226 | 734 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Financial Group, Inc. | History | No change | 17,974 | 724 | 0.31% | 0.31% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heritage Trust Co | History | No change | 17,638 | 710 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPoint Financial, LLC | History | No change | 17,544 | 706 | 0.51% | 0.51% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 17,501 | 705 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop Partners LLC | History | No change | 16,987 | 684 | 0.17% | 0.17% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 21 West Wealth Management LLC | History | No change | 16,653 | 670 | 0.57% | 0.57% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 16,629 | 669 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 16,522 | 665 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTS Asset Management, Inc. | History | No change | 16,379 | 659 | 1.39% | 1.39% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 15,821 | 637 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 15,782 | 636 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15,741 | 634 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| International Private Wealth Advisors LLC | History | No change | 15,280 | 615 | 0.32% | 0.32% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 15,230 | 613 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,177 | 611 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advance Capital Management, Inc. | History | No change | 15,139 | 609 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | No change | 15,048 | 606 | 0.34% | 0.34% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 15,019 | 605 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Adams Wealth Management | History | No change | 14,758 | 594 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 14,767 | 594 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CacheTech Inc. | History | No change | 14,758 | 594 | 0.1% | 0.1% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 14,628 | 589 | 0.9% | 0.9% | 283 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quantum Portfolio Management LLC | History | No change | 14,536 | 585 | 0.21% | 0.21% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 14,461 | 582 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 14,388 | 579 | 0.16% | 0.16% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 14,377 | 579 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 14,166 | 570 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 14,075 | 567 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,979 | 563 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,960 | 562 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13,866 | 558 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 13,837 | 557 | 0.25% | 0.25% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 13,786 | 555 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 13,700 | 551 | 0.17% | 0.17% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | No change | 13,542 | 545 | 0.18% | 0.18% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,455 | 542 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 13,213 | 532 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 12,993 | 523 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 12,860 | 518 | 0.35% | 0.35% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 12,504 | 503 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 12,449 | 501 | 0.08% | 0.08% | 302 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shepherd Financial Partners LLC | History | No change | 12,405 | 499 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenwich Wealth Management LLC | History | No change | 12,361 | 498 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of Marin | History | No change | 12,200 | 491 | 0.34% | 0.34% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 11,900 | 479 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 11,855 | 477 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 11,686 | 470 | 0.19% | 0.19% | 308 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Refined Wealth Management | History | No change | 11,411 | 459 | 0.28% | 0.28% | 309 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 11,346 | 457 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 11,345 | 456 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Management LLC | History | No change | 11,124 | 448 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 11,052 | 445 | 0.1% | 0.1% | 313 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | History | No change | 11,037 | 444 | 0.14% | 0.14% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,037 | 444 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 11,004 | 443 | 0.19% | 0.19% | 316 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 10,853 | 437 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,827 | 434 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 10,774 | 434 | 0.14% | 0.14% | 319 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 10,765 | 433 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,639 | 428 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Soltis Investment Advisors LLC | History | No change | 10,383 | 418 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Watch Advisors, INC | History | No change | 10,256 | 413 | 0.13% | 0.13% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sandro Wealth Management LLC | History | No change | 10,173 | 409 | 0.3% | 0.3% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 10,053 | 405 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cumberland Partners Ltd | History | No change | 9,934 | 400 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 9,609 | 387 | 0.05% | 0.05% | 327 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,495 | 382 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,350 | 376 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Auour Investments LLC | History | No change | 9,132 | 367 | 0.11% | 0.11% | 330 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 9,127 | 367 | 0.14% | 0.14% | 331 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 9,049 | 364 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 9,038 | 364 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balefire, LLC | History | No change | 8,972 | 361 | 0.06% | 0.06% | 334 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CGN Advisors LLC | History | No change | 8,968 | 361 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 8,831 | 355 | 0.15% | 0.15% | 336 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,609 | 346 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 8,568 | 345 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marshall Financial Group, LLC | History | No change | 8,561 | 344 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 8,470 | 341 | 0.06% | 0.06% | 340 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 8,362 | 336 | 0.05% | 0.05% | 341 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 8,254 | 332 | 0.14% | 0.14% | 342 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Planned Solutions, Inc. | History | No change | 8,217 | 331 | 0.09% | 0.09% | 343 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 8,119 | 327 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 8,107 | 326 | 0.11% | 0.11% | 345 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,991 | 321 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,932 | 317 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 7,816 | 314 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Trust, LLC | History | No change | 7,700 | 310 | 0.04% | 0.04% | 349 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 7,696 | 310 | 0.12% | 0.12% | 350 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 7,615 | 306 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 7,546 | 304 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 7,500 | 302 | 0.11% | 0.11% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,497 | 302 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Royal Fund Management, LLC | History | No change | 7,353 | 296 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Trust Co | History | No change | 7,286 | 293 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accel Wealth Management | History | No change | 7,200 | 290 | 0.07% | 0.07% | 357 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HB Wealth Management, LLC | History | No change | 7,218 | 290 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,170 | 288 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7,107 | 286 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,069 | 284 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELCO Management Co., LLC | History | No change | 7,000 | 282 | 0.12% | 0.12% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PCB Capital LLC | History | No change | 6,993 | 281 | 0.34% | 0.34% | 363 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 6,902 | 278 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 6,918 | 278 | 0.03% | 0.03% | 365 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 6,837 | 275 | 0.07% | 0.07% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,755 | 272 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 6,740 | 271 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,726 | 271 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balboa Wealth Partners | History | No change | 6,735 | 271 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patten Group, Inc. | History | No change | 6,725 | 270 | 0.04% | 0.04% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,689 | 269 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 6,608 | 266 | 0.36% | 0.36% | 373 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,580 | 265 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirador Capital Partners LP | History | No change | 6,493 | 261 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 6,380 | 257 | 0.08% | 0.08% | 376 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 6,346 | 255 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 6,325 | 254 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 6,160 | 248 | 0.06% | 0.06% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nordwand Advisors, LLC | History | No change | 6,127 | 246 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG HOLDINGS, INC. | History | No change | 5,996 | 241 | 0.05% | 0.05% | 381 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Axis Wealth Partners, LLC | History | No change | 5,908 | 238 | 0.11% | 0.11% | 382 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,839 | 235 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,830 | 234 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 5,761 | 232 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| One Capital Management, LLC | History | No change | 5,776 | 231 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,736 | 231 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,705 | 229 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,679 | 228 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EWA, LLC | History | No change | 5,614 | 226 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Financial Private Client, LLC | History | No change | 5,521 | 222 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XTX Topco Ltd | History | No change | 5,442 | 219 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 5,399 | 217 | 0.06% | 0.06% | 393 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 5,388 | 217 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,382 | 216 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J2 Capital Management Inc | History | No change | 5,323 | 214 | 0.14% | 0.14% | 396 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lifeworks Advisors, LLC | History | No change | 5,323 | 214 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 5,295 | 213 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 5,309 | 213 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 5,248 | 211 | 0.13% | 0.13% | 400 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 5,222 | 210 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAILARD, INC. | History | No change | 5,166 | 208 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 5,131 | 206 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 5,056 | 203 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 5,013 | 201 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,955 | 199 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,901 | 157 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 3,461 | 139 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 3,445 | 138 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Strategic Investment Advisors / MI | History | No change | 3,354 | 135 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,196 | 128 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 3,000 | 120 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,992 | 120 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YANKCOM Partnership | History | No change | 2,936 | 118 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,764 | 110 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,586 | 104 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regatta Research & Money Management | History | No change | 2,433 | 98 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,347 | 94 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 2,047 | 82 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,771 | 71 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,540 | 62 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 1,500 | 60 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,412 | 56 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | No change | 1,345 | 54 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Reduced | 1,251 | 51 | 0.0% | 0.0% | 425 | -1,805 | -59.06% | Q3 2026 | Oct 02, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,225 | 49 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,212 | 48 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,147 | 46 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,110 | 44 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | No change | 1,080 | 43 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Community Bank, N.A. | History | No change | 955 | 38 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 925 | 37 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Financial Strategies CORP | History | No change | 925 | 37 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PFS Partners, LLC | History | No change | 874 | 35 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rakuten Securities, Inc. | History | No change | 783 | 31 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 703 | 28 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Index Technologies Group LLC | History | No change | 618 | 24 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 434 | 17 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 413 | 16 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 395 | 15 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 388 | 15 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 304 | 12 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 306 | 12 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 322 | 12 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITY HOLDING CO | History | No change | 200 | 8 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO | History | No change | 204 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 200 | 8 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 193 | 7 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 133 | 5 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidemark, LLC | History | No change | 127 | 5 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 108 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 98 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 68 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 86 | 3 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 75 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 82 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vision Retirement, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 62 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 67 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REAP Financial Group, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 51 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signature Equity Partners, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Basepoint Wealth LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Addison Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fairman Group, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meramec Financial Planners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |