SPDR SERIES TRUST - TFI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | No change | 11,029,685 | 505,160 | 0.85% | 0.85% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,827,168 | 404,284 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,815,223 | 266,337 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,935,958 | 134,466 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 2,525,765 | 115,680 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,450,023 | 112,211 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,325,206 | 106,494 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 1,784,663 | 81,737 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,538,717 | 70,473 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,348,815 | 61,775 | 0.41% | 0.41% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,173,043 | 53,725 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,112,505 | 50,963 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,028,763 | 47,117 | 0.44% | 0.44% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,003,300 | 45,951 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 973,365 | 44,580 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 765,849 | 35,075 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 680,591 | 31,171 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 589,288 | 26,989 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 514,739 | 23,575 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 499,621 | 22,883 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 487,611 | 22,332 | 0.42% | 0.42% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Foster Group, Inc. | History | No change | 468,265 | 21,446 | 0.57% | 0.57% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 449,303 | 20,578 | 2.13% | 2.13% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| One Capital Management, LLC | History | No change | 416,214 | 18,871 | 0.52% | 0.52% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 394,142 | 18,051 | 0.21% | 0.21% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 382,516 | 17,519 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 357,460 | 16,371 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 350,211 | 16,039 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 335,216 | 15,352 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 320,319 | 14,670 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 285,800 | 13,089 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 271,971 | 12,456 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 245,232 | 11,232 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 235,362 | 10,779 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 234,345 | 10,733 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 206,923 | 9,477 | 0.26% | 0.26% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 202,055 | 9,254 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 201,233 | 9,216 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 190,199 | 8,711 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 187,562 | 8,590 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 175,357 | 8,031 | 0.78% | 0.78% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 174,969 | 8,013 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 170,695 | 7,817 | 0.74% | 0.74% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 154,646 | 7,082 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TruNorth Capital Management, LLC | History | No change | 154,027 | 7,054 | 1.13% | 1.13% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 153,591 | 7,034 | 0.35% | 0.35% | 46 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 149,733 | 6,857 | 0.7% | 0.7% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 147,924 | 6,765 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 139,786 | 6,402 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 133,649 | 6,121 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 124,708 | 5,711 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 122,441 | 5,607 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 117,063 | 5,361 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 116,324 | 5,327 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 114,540 | 5,245 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 112,560 | 5,155 | 1.05% | 1.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 111,420 | 5,103 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Management, Inc. | History | No change | 109,860 | 5,031 | 1.54% | 1.54% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 103,847 | 4,756 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 95,982 | 4,395 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 94,240 | 4,316 | 0.13% | 0.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 91,901 | 4,209 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 91,788 | 4,203 | 0.62% | 0.62% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 89,797 | 4,112 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McAdam, LLC | History | No change | 86,268 | 3,951 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 83,221 | 3,811 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Logan Stone Capital, LLC | History | No change | 80,122 | 3,669 | 0.78% | 0.78% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invst, LLC | History | No change | 77,279 | 3,539 | 0.35% | 0.35% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 75,517 | 3,458 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 72,219 | 3,307 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 71,658 | 3,281 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 74,253 | 3,175 | 0.27% | 0.3% | 72 | +289 | 0.39% | Q3 2026 | Oct 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 69,306 | 3,156 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 68,608 | 3,142 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evensky & Katz LLC | History | No change | 66,957 | 3,067 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elequin Capital, LP | History | No change | 66,250 | 3,034 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 65,728 | 3,010 | 0.95% | 0.95% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 63,387 | 2,903 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 63,076 | 2,888 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 62,805 | 2,876 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 61,160 | 2,801 | 1.95% | 1.95% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 60,552 | 2,773 | 1.05% | 1.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 60,099 | 2,752 | 0.63% | 0.63% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Towercrest Capital Management | History | No change | 55,947 | 2,562 | 0.36% | 0.36% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Johnson Financial Group, LLC | History | No change | 53,344 | 2,443 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steele Capital Management, Inc. | History | No change | 52,476 | 2,403 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| A4 Wealth Advisors LLC | History | No change | 51,827 | 2,373 | 1.57% | 1.57% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 50,950 | 2,333 | 0.86% | 0.86% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | No change | 49,686 | 2,275 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 48,237 | 2,209 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisor OS, LLC | History | No change | 47,417 | 2,171 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 47,630 | 2,159 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 45,615 | 2,089 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44,034 | 2,014 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advus Financial Partners, LLC | History | No change | 43,631 | 1,998 | 0.57% | 0.57% | 95 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| EFG International AG | History | No change | 43,134 | 1,975 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 42,619 | 1,948 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alliance Wealth Management Group | History | No change | 41,200 | 1,886 | 0.37% | 0.37% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 40,439 | 1,852 | 0.41% | 0.41% | 99 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 39,997 | 1,831 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 38,892 | 1,781 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CX Institutional | History | Reduced | 40,568 | 1,735 | 0.05% | 0.12% | 102 | -46,914 | -53.63% | Q3 2026 | Oct 02, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 36,217 | 1,658 | 0.52% | 0.52% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 35,358 | 1,619 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 35,298 | 1,616 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWS Partners | History | No change | 33,631 | 1,540 | 0.33% | 0.33% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 32,604 | 1,493 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gradient Investments LLC | History | No change | 32,498 | 1,488 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 32,429 | 1,485 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 31,962 | 1,463 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 30,915 | 1,413 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 30,769 | 1,409 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eagle Strategies LLC | History | No change | 29,757 | 1,362 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 28,695 | 1,314 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,321 | 1,297 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 27,789 | 1,272 | 2.65% | 2.65% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Midwest Financial Network, LLC | History | No change | 27,545 | 1,261 | 0.86% | 0.86% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 27,383 | 1,254 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GAMMA Investing LLC | History | No change | 26,664 | 1,221 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,322 | 1,205 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,329 | 1,205 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Olde Wealth Management, LLC | History | No change | 26,309 | 1,204 | 0.34% | 0.34% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CUMBERLAND ADVISORS INC | History | No change | 25,260 | 1,156 | 0.41% | 0.41% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fiduciary Alliance LLC | History | No change | 25,223 | 1,155 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tilson Financial Group, Inc. | History | No change | 25,239 | 1,155 | 0.32% | 0.32% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Idaho Trust Co | History | No change | 24,883 | 1,139 | 0.33% | 0.33% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 23,935 | 1,096 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 23,448 | 1,073 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 23,481 | 1,072 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 23,220 | 1,063 | 0.49% | 0.49% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Facet Wealth, Inc. | History | No change | 22,209 | 1,017 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 22,105 | 1,012 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 22,029 | 1,008 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 21,829 | 999 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 21,605 | 989 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crabel Capital Management, LLC | History | No change | 21,553 | 987 | 0.72% | 0.72% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 21,231 | 972 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 21,189 | 970 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,055 | 964 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 21,002 | 961 | 0.23% | 0.23% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 20,962 | 960 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 20,937 | 958 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,858 | 955 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 20,417 | 935 | 0.39% | 0.39% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 20,155 | 923 | 0.52% | 0.52% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,810 | 907 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 18,464 | 845 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,419 | 843 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 17,905 | 820 | 0.23% | 0.23% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 17,844 | 817 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,603 | 806 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transcendent Capital Group LLC | History | No change | 17,434 | 798 | 0.31% | 0.31% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 17,288 | 791 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17,033 | 780 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 16,996 | 778 | 0.42% | 0.42% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 16,739 | 767 | 0.2% | 0.2% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 16,676 | 763 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Linscomb Wealth, Inc. | History | No change | 16,365 | 749 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BlackRock, Inc. | History | No change | 16,226 | 743 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 16,175 | 740 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 15,732 | 720 | 0.26% | 0.26% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 15,657 | 717 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stokes Family Office, LLC | History | No change | 15,479 | 708 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,208 | 696 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 15,160 | 694 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 15,113 | 692 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,798 | 677 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balentine LLC | History | No change | 14,740 | 675 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Wealth Network Inc. | History | No change | 14,222 | 651 | 0.17% | 0.17% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,115 | 646 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compound Planning, Inc. | History | No change | 14,115 | 646 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 14,049 | 643 | 0.27% | 0.27% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,438 | 615 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,999 | 595 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,707 | 581 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M1 Capital Management LLC | History | No change | 12,687 | 581 | 0.21% | 0.21% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,464 | 570 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12,144 | 556 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 11,750 | 538 | 0.26% | 0.26% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 11,717 | 536 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,371 | 520 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DORVAL Corp | History | No change | 11,141 | 510 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 10,950 | 501 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 10,743 | 492 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 10,695 | 489 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Breakwater Investment Management | History | No change | 10,613 | 486 | 0.17% | 0.17% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,444 | 478 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 10,393 | 475 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brucke Financial, Inc. | History | No change | 10,339 | 473 | 0.21% | 0.21% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,312 | 472 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mainsail Financial Group, LLC | History | No change | 10,273 | 470 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 10,171 | 465 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,870 | 452 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 9,424 | 431 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 9,282 | 425 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stablepoint Partners, LLC | History | No change | 9,301 | 425 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PFW Advisors LLC | History | No change | 9,268 | 424 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 9,107 | 417 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 9,046 | 414 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,863 | 405 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Edgestream Partners, L.P. | History | No change | 8,802 | 403 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hexagon Capital Partners LLC | History | No change | 8,814 | 403 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | No change | 8,787 | 402 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,625 | 395 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tortoise Investment Management, LLC | History | No change | 8,607 | 394 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,602 | 386 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 8,303 | 380 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Omega Financial Group, LLC | History | No change | 8,232 | 377 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Friedenthal Financial | History | No change | 8,215 | 376 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| One Day In July LLC | History | No change | 8,174 | 374 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tanager Wealth Management LLP | History | No change | 8,022 | 367 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 8,008 | 366 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,951 | 364 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7,954 | 364 | 0.11% | 0.11% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 7,876 | 360 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 7,841 | 359 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,673 | 351 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,619 | 349 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Composition Wealth, LLC | History | No change | 7,414 | 339 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| One Wealth Advisors, LLC | History | No change | 7,267 | 332 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 7,173 | 328 | 0.18% | 0.18% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SigFig Wealth Management, LLC | History | No change | 7,003 | 320 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 6,840 | 313 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 6,768 | 309 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mattson Financial Services, LLC | History | No change | 6,801 | 308 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,636 | 303 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 6,462 | 295 | 0.17% | 0.17% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 6,325 | 290 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,321 | 289 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 6,330 | 289 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | No change | 6,259 | 286 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 6,327 | 286 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 5,993 | 274 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 5,846 | 267 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,846 | 267 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,777 | 264 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | No change | 5,673 | 259 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 5,614 | 257 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 5,623 | 254 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 5,512 | 252 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthTrust Axiom LLC | History | No change | 5,500 | 251 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,500 | 251 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rare Wolf Capital LLC | History | No change | 5,467 | 250 | 0.16% | 0.16% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brooklyn FI, LLC | History | No change | 5,463 | 246 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 5,294 | 242 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Park Financial, Inc. | History | No change | 5,265 | 241 | 0.14% | 0.14% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,079 | 232 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,045 | 231 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | No change | 5,021 | 229 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inscription Capital, LLC | History | No change | 5,000 | 229 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | No change | 4,926 | 225 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 4,879 | 223 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,849 | 222 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 4,808 | 220 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GLR Partners, LLC | History | No change | 4,781 | 218 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,741 | 217 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | No change | 4,729 | 216 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Arista Wealth Management, LLC | History | No change | 4,662 | 213 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 4,656 | 213 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,637 | 212 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Exchange Bank | History | No change | 4,622 | 211 | 0.13% | 0.13% | 261 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,426 | 203 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 4,235 | 193 | 0.13% | 0.13% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 3,913 | 179 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,804 | 174 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,500 | 160 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,358 | 151 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New Hampshire | History | No change | 3,000 | 137 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,777 | 127 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 2,738 | 125 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,600 | 119 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,600 | 119 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 2,396 | 109 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2,299 | 105 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Park Place Capital Corp | History | No change | 2,280 | 104 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 2,174 | 99 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 2,049 | 93 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,978 | 90 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,688 | 77 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,675 | 76 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,633 | 74 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 1,497 | 68 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 1,447 | 66 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hurley Capital, LLC | History | No change | 1,168 | 53 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,148 | 52 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 986 | 45 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 948 | 43 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 937 | 42 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 879 | 40 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 840 | 38 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 812 | 37 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 793 | 36 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 731 | 33 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 732 | 33 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALLAST ADVISORS LLC | History | No change | 647 | 29 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 609 | 27 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 561 | 25 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 555 | 25 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 554 | 25 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Caitlin John, LLC | History | No change | 500 | 22 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |