SSGA Active Trust - TOTL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 11,920,830 | 470,515 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 6,891,190 | 271,995 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,976,076 | 235,875 | 4.24% | 4.24% | 3 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,950,940 | 195,413 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 4,356,684 | 171,958 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 2,646,939 | 104,474 | 5.02% | 5.02% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,266,827 | 89,476 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,263,548 | 89,342 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,221,408 | 87,678 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,808,018 | 71,362 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,704,332 | 67,270 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,688,835 | 66,658 | 1.29% | 1.29% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,368,928 | 54,031 | 0.79% | 0.79% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,368,052 | 53,997 | 5.49% | 5.49% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,279,492 | 50,502 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1,147,703 | 45,299 | 12.58% | 12.58% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,107,462 | 43,368 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 948,830 | 37,450 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 852,368 | 33,642 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 682,427 | 26,935 | 1.4% | 1.4% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 678,852 | 26,794 | 1.91% | 1.91% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Horizon Investments, LLC | History | No change | 675,591 | 26,435 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 669,685 | 26,432 | 0.63% | 0.63% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 657,787 | 25,962 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 651,453 | 25,712 | 6.93% | 6.93% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 636,581 | 25,125 | 0.27% | 0.27% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 602,894 | 23,796 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 561,780 | 22,173 | 3.34% | 3.34% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 559,128 | 22,068 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 554,518 | 21,886 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 533,286 | 21,048 | 1.15% | 1.15% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 532,256 | 21,008 | 1.35% | 1.35% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 504,610 | 19,800 | 4.16% | 4.16% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 492,358 | 19,433 | 1.94% | 1.94% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 458,569 | 18,099 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canal Capital Management, LLC | History | No change | 423,789 | 16,726 | 2.04% | 2.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 422,881 | 16,691 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 398,125 | 15,714 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 383,836 | 15,150 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 381,624 | 15,062 | 4.92% | 4.92% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 381,539 | 15,059 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 360,810 | 14,241 | 0.85% | 0.85% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 357,308 | 14,102 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Denver PWM, LLC | History | No change | 348,315 | 13,528 | 4.42% | 4.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 335,057 | 13,224 | 0.57% | 0.57% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VICUS CAPITAL | History | No change | 323,184 | 12,756 | 0.82% | 0.82% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 321,032 | 12,671 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballew Advisors, Inc | History | No change | 288,031 | 11,329 | 5.85% | 5.85% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M Wealth Management, LLC | History | No change | 284,278 | 11,220 | 8.81% | 8.81% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 281,531 | 11,112 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 279,962 | 11,050 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 273,074 | 10,778 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Journey Advisory Group, LLC | History | No change | 267,195 | 10,546 | 0.81% | 0.81% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | No change | 265,559 | 10,481 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 264,075 | 10,423 | 0.98% | 0.98% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Finivi Inc. | History | No change | 261,512 | 10,321 | 5.29% | 5.29% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Austin Wealth Management, LLC | History | No change | 253,097 | 9,910 | 2.09% | 2.09% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 248,697 | 9,816 | 2.22% | 2.22% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 230,218 | 9,086 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stablepoint Partners, LLC | History | No change | 219,753 | 8,673 | 1.2% | 1.2% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 212,412 | 8,411 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rose Capital Advisors LLC | History | No change | 195,822 | 7,729 | 3.87% | 3.87% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 193,349 | 7,631 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | No change | 188,859 | 7,454 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 185,235 | 7,311 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 181,738 | 7,173 | 1.79% | 1.79% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 180,465 | 7,122 | 3.79% | 3.79% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 179,976 | 7,103 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| V2 Financial group LLC | History | No change | 172,117 | 6,793 | 2.53% | 2.53% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trivium Point Advisory, LLC | History | No change | 153,544 | 6,060 | 0.55% | 0.55% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 152,547 | 6,021 | 0.24% | 0.24% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 149,889 | 5,916 | 2.47% | 2.47% | 72 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 147,841 | 5,835 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Portfolios, Inc. | History | No change | 147,256 | 5,812 | 0.42% | 0.42% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 147,004 | 5,802 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 143,956 | 5,689 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 141,445 | 5,582 | 0.33% | 0.33% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freedom Financial Partners LLC | History | No change | 139,407 | 5,502 | 1.79% | 1.79% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | No change | 137,894 | 5,442 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 137,001 | 5,407 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 135,004 | 5,328 | 0.45% | 0.45% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 134,017 | 5,289 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 132,445 | 5,227 | 0.41% | 0.41% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 130,426 | 5,147 | 1.48% | 1.48% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 126,930 | 5,009 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 125,522 | 4,954 | 5.34% | 5.34% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 123,744 | 4,884 | 2.45% | 2.45% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunt Capital Management, Inc. | History | No change | 122,326 | 4,828 | 1.77% | 1.77% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 121,534 | 4,796 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Napier Financial, LLC | History | No change | 114,819 | 4,531 | 0.94% | 0.94% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighPoint Advisor Group LLC | History | No change | 114,224 | 4,508 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 113,694 | 4,487 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 113,305 | 4,472 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 111,788 | 4,412 | 1.08% | 1.08% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 111,151 | 4,387 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 110,891 | 4,376 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 103,779 | 4,096 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 103,496 | 4,084 | 2.14% | 2.14% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENTREWEALTH, LLC | History | No change | 104,795 | 4,063 | 1.51% | 1.51% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | No change | 100,125 | 3,951 | 2.93% | 2.93% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 97,481 | 3,847 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wakefield Asset Management LLLP | History | No change | 97,044 | 3,830 | 0.86% | 0.86% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 94,869 | 3,744 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 94,274 | 3,721 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Private Wealth Management LLC | History | No change | 91,342 | 3,605 | 3.15% | 3.15% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Capital Trust Co | History | No change | 89,744 | 3,542 | 1.15% | 1.15% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Redwood Park Advisors LLC | History | No change | 87,049 | 3,435 | 2.26% | 2.26% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 86,055 | 3,396 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 85,449 | 3,372 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 84,336 | 3,328 | 1.26% | 1.26% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 81,106 | 3,211 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharkey, Howes & Javer | History | No change | 81,325 | 3,209 | 0.39% | 0.39% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 80,618 | 3,182 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 77,886 | 3,074 | 3.71% | 3.71% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New Hampshire | History | No change | 77,590 | 3,062 | 0.64% | 0.64% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 67,260 | 2,654 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 65,135 | 2,570 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 65,069 | 2,568 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leeward Financial Partners, LLC | History | No change | 64,911 | 2,562 | 0.67% | 0.67% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Financial Network, LLC | History | No change | 61,471 | 2,425 | 1.66% | 1.66% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 60,152 | 2,374 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 59,534 | 2,349 | 0.17% | 0.17% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 58,851 | 2,322 | 0.26% | 0.26% | 123 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 58,670 | 2,316 | 0.23% | 0.23% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 58,033 | 2,290 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 56,045 | 2,212 | 2.17% | 2.17% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Advisory, LLC | History | No change | 54,969 | 2,169 | 0.18% | 0.18% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 54,832 | 2,164 | 0.35% | 0.35% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 54,023 | 2,132 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 52,765 | 2,082 | 1.04% | 1.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 52,596 | 2,075 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Advisors, LLC | History | No change | 52,283 | 2,063 | 0.97% | 0.97% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 51,681 | 2,039 | 0.64% | 0.64% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 51,412 | 2,029 | 0.26% | 0.26% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | No change | 50,745 | 2,002 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 45,245 | 1,785 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 44,951 | 1,774 | 0.78% | 0.78% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 44,609 | 1,760 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44,094 | 1,740 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 43,404 | 1,713 | 0.78% | 0.78% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | No change | 40,976 | 1,617 | 0.65% | 0.65% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | No change | 39,926 | 1,575 | 0.7% | 0.7% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selby Wealth Management, LLC | History | No change | 39,199 | 1,547 | 0.55% | 0.55% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 38,881 | 1,534 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 38,753 | 1,529 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 37,912 | 1,500 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 37,480 | 1,479 | 0.92% | 0.92% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 37,131 | 1,465 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marshall Financial Group, LLC | History | No change | 37,129 | 1,465 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 36,760 | 1,450 | 1.26% | 1.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 34,652 | 1,367 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 33,881 | 1,337 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 33,647 | 1,328 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 33,478 | 1,321 | 0.71% | 0.71% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,266 | 1,313 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 32,987 | 1,301 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 32,500 | 1,282 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peak Financial Management, Inc. | History | No change | 32,465 | 1,281 | 0.29% | 0.29% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Asset Management, LLC | History | No change | 31,992 | 1,262 | 0.16% | 0.16% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 31,858 | 1,257 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 31,721 | 1,252 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,400 | 1,199 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 30,244 | 1,193 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 29,717 | 1,172 | 0.49% | 0.49% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29,658 | 1,170 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 28,687 | 1,132 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SK Wealth Management, LLC | History | No change | 27,627 | 1,069 | 0.24% | 0.24% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 26,959 | 1,064 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MBL Wealth, LLC | History | No change | 26,492 | 1,045 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MOTCO | History | No change | 26,342 | 1,039 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 26,036 | 1,027 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 25,810 | 1,018 | 0.24% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veracity Capital LLC | History | No change | 25,136 | 992 | 0.27% | 0.27% | 173 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 24,141 | 952 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 23,822 | 940 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 23,850 | 928 | 0.25% | 0.25% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 23,394 | 923 | 0.53% | 0.53% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,271 | 918 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 22,358 | 882 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,263 | 878 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 21,951 | 866 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | No change | 21,684 | 855 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 21,551 | 850 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BCS Wealth Management | History | No change | 21,361 | 843 | 0.15% | 0.15% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alaethes Wealth, LLC | History | No change | 21,344 | 842 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 21,070 | 831 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 20,225 | 798 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 19,173 | 744 | 0.24% | 0.24% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 18,727 | 739 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 18,230 | 719 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 17,935 | 707 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,772 | 701 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Wealth Network Inc. | History | No change | 17,377 | 685 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McNamara Financial Services, Inc. | History | No change | 16,588 | 654 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sachetta, LLC | History | No change | 16,492 | 650 | 0.32% | 0.32% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 16,355 | 646 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 16,262 | 641 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 16,265 | 641 | 0.26% | 0.26% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beckerman Institutional, LLC | History | No change | 16,195 | 639 | 0.3% | 0.3% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 15,942 | 629 | 0.26% | 0.26% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 15,817 | 624 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 15,810 | 624 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 15,797 | 623 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 15,353 | 605 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Unified Investment Management | History | No change | 15,324 | 604 | 0.56% | 0.56% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 15,260 | 602 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 14,832 | 585 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vantus Wealth LLC | History | No change | 14,631 | 577 | 0.31% | 0.31% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 14,366 | 567 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlas Wealth LLC | History | No change | 14,297 | 564 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 14,201 | 560 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 13,767 | 543 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 13,683 | 540 | 0.33% | 0.33% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Paragon Capital Management Ltd | History | No change | 13,704 | 540 | 0.1% | 0.1% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 13,661 | 539 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 13,728 | 531 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 13,407 | 529 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 13,347 | 526 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 13,192 | 520 | 0.24% | 0.24% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 13,075 | 516 | 0.18% | 0.18% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 12,601 | 497 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westmount Partners, LLC | History | No change | 12,529 | 494 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M Holdings Securities, Inc. | History | No change | 12,508 | 493 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,157 | 479 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 12,114 | 478 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,101 | 477 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 11,679 | 460 | 0.18% | 0.18% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hudson Capital Management LLC | History | No change | 11,415 | 450 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Asset One Wealth Management LLC | History | No change | 10,989 | 430 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 10,690 | 421 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | No change | 10,521 | 415 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballast Financial Advisors LLC | History | No change | 10,519 | 415 | 0.38% | 0.38% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 10,465 | 413 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,606 | 411 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,606 | 411 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 10,215 | 403 | 0.24% | 0.24% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueprint Investment Partners LLC | History | No change | 10,209 | 402 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 10,156 | 401 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | No change | 9,583 | 378 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Monument Capital Management | History | No change | 9,561 | 377 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NWAM LLC | History | No change | 9,548 | 376 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Addison Capital Co | History | No change | 9,341 | 368 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Investment Advisors / MI | History | No change | 9,303 | 367 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 9,087 | 358 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 8,858 | 349 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Objective Capital Management, LLC | History | No change | 8,800 | 347 | 0.31% | 0.31% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,763 | 345 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 8,661 | 342 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust | History | No change | 8,657 | 341 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Helium Advisors LLC | History | No change | 8,467 | 334 | 0.28% | 0.28% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 8,430 | 332 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 8,415 | 332 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Saiph Capital, LLC | History | No change | 8,427 | 332 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 8,272 | 326 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | No change | 8,225 | 324 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 8,194 | 323 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 8,194 | 323 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | No change | 8,064 | 318 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,947 | 313 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aufman Associates Inc | History | No change | 7,738 | 305 | 0.12% | 0.12% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,675 | 302 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 7,597 | 299 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,592 | 299 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 7,400 | 292 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,395 | 291 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 7,205 | 284 | 0.16% | 0.16% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | No change | 7,116 | 280 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 7,064 | 278 | 0.11% | 0.11% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 7,028 | 277 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,950 | 274 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6,908 | 272 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,800 | 268 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASPIRIANT, LLC | History | No change | 6,770 | 267 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 6,729 | 266 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,687 | 263 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,602 | 260 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 6,400 | 252 | 0.15% | 0.15% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Patten Group, Inc. | History | No change | 6,354 | 250 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,233 | 246 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,198 | 244 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 6,136 | 242 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 6,110 | 241 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 6,130 | 241 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DKM Wealth Management, Inc. | History | No change | 6,076 | 239 | 0.16% | 0.16% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ethos Financial Group, LLC | History | No change | 6,143 | 238 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,995 | 236 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Strategies Group, Inc. | History | No change | 6,070 | 236 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 5,982 | 236 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 5,878 | 232 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 5,839 | 230 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 5,811 | 229 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 5,819 | 229 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 5,554 | 219 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chris Bulman Inc | History | No change | 5,553 | 219 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 5,547 | 218 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,466 | 215 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 5,400 | 213 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,354 | 211 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | No change | 5,357 | 211 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 5,337 | 210 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PMG Wealth Management, Inc. | History | No change | 5,350 | 210 | 0.13% | 0.13% | 301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 5,303 | 209 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 5,279 | 208 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 5,134 | 202 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,800 | 189 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 4,737 | 186 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,508 | 177 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,284 | 169 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 4,162 | 164 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Laraway Financial Advisors Inc | History | No change | 4,144 | 163 | 0.1% | 0.1% | 310 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Planning Strategies Inc. | History | Reduced | 4,241 | 158 | 0.09% | 0.11% | 311 | -105 | -2.42% | Q3 2026 | Oct 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,874 | 152 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 3,435 | 135 | 0.07% | 0.07% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 3,016 | 119 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 2,880 | 113 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EASTERN BANK | History | No change | 2,635 | 104 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| US BANCORP \DE\ | History | No change | 2,559 | 101 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,537 | 99 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,375 | 93 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,278 | 89 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,261 | 89 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,134 | 84 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 1,979 | 78 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,963 | 77 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1,954 | 77 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,759 | 69 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 1,626 | 64 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,614 | 63 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 1,587 | 62 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,600 | 62 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 1,340 | 52 | 0.04% | 0.04% | 331 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,240 | 48 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,123 | 44 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,045 | 41 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CX Institutional | History | New | 1,035 | 39 | 0.0% | — | 336 | +1,035 | New | Q3 2026 | Oct 02, 2026 |
| United Community Bank | History | No change | 1,000 | 39 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 978 | 38 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 923 | 36 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tidemark, LLC | History | No change | 921 | 36 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 879 | 34 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | No change | 822 | 32 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 795 | 31 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Paladin Advisory Group, LLC | History | No change | 693 | 27 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 640 | 25 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 634 | 25 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 552 | 21 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 510 | 20 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 417 | 16 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 372 | 14 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 336 | 13 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 208 | 8 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacifica Partners Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 201 | 7 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 185 | 7 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LAM GROUP, INC. | History | No change | 120 | 4 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 113 | 4 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LRI Investments, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 46 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 35 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | No change | 28 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graney & King, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |