SPDR SERIES TRUST - XAR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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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
LPL Financial LLC History No change 1,454,537 412,783 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 07, 2026
PeakShares LLC History No change 930 263,925 0.2% 0.2% 2 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 881,929 250,283 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 866,092 245,788 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 599,395 170,102 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 280,520 79,583 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 259,178 73,552 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 256,859 72,894 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 209,691 59,508 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 185,880 52,750 0.07% 0.07% 10 0 0.0% Q2 2026 Jul 29, 2026
Howard Capital Management Group, LLC History No change 184,408 52,333 3.2% 3.2% 11 0 0.0% Q2 2026 Jul 16, 2026
OSAIC HOLDINGS, INC. History No change 180,518 51,265 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 178,971 49,571 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 173,177 49,145 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 156,609 44,444 5.72% 5.72% 15 0 0.0% Q2 2026 Jul 22, 2026
Cetera Investment Advisers History No change 145,795 41,375 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 12, 2026
Enclave Advisors LLC History No change 143,072 40,602 5.14% 5.14% 17 0 0.0% Q2 2026 Jul 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 143,045 40,594 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 07, 2026
Gerber Kawasaki Wealth & Investment Management History No change 123,156 34,950 0.93% 0.93% 19 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 118,572 33,649 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
Robinhood Asset Management, LLC History No change 117,413 33,320 1.78% 1.78% 21 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 113,789 32,292 0.07% 0.07% 22 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 102,923 29,208 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
Teamwork Financial Advisors, LLC History No change 84,616 24,013 2.18% 2.18% 24 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 80,750 22,916 0.05% 0.05% 25 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 78,782 22,363 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 76,186 21,620 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 77,451 21,228 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 74,618 21,175 0.26% 0.26% 29 0 0.0% Q2 2026 Aug 18, 2026
CUMBERLAND ADVISORS INC History No change 72,577 20,596 7.26% 7.26% 30 0 0.0% Q2 2026 Jul 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 67,272 19,091 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 12, 2026
Warner Group LLC History No change 65,204 18,504 4.56% 4.56% 32 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 58,770 16,678 0.0% 0.0% 33 0 0.0% Q2 2026 Sep 02, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 63,282 14,633 0.25% — 34 +63,282 New Q3 2026 Oct 01, 2026
WESPAC Advisors SoCal, LLC History No change 50,425 14,310 2.55% 2.55% 35 0 0.0% Q2 2026 Jul 16, 2026
Focus Partners Wealth History No change 48,491 13,761 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 48,295 13,705 0.83% 0.83% 37 0 0.0% Q2 2026 Jul 13, 2026
Merit Financial Group, LLC History No change 41,888 11,887 0.07% 0.07% 38 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 40,666 11,540 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 40,634 11,531 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 39,842 11,307 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 05, 2026
Quadrature Capital Ltd History No change 38,899 11,039 0.09% 0.09% 42 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 35,928 10,195 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 35,555 10,090 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 07, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 35,536 10,084 3.47% 3.47% 45 0 0.0% Q2 2026 Aug 13, 2026
FLC Capital Advisors History No change 33,637 9,545 1.54% 1.54% 46 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History No change 33,083 9,388 0.28% 0.28% 47 0 0.0% Q2 2026 Jul 06, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 32,764 9,298 1.37% 1.37% 48 0 0.0% Q2 2026 Jul 22, 2026
Y.D. More Investments Ltd History No change 32,470 9,204 0.29% 0.29% 49 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 32,047 9,094 0.06% 0.06% 50 0 0.0% Q2 2026 Sep 08, 2026
HBW ADVISORY SERVICES LLC History No change 31,696 8,994 0.81% 0.81% 51 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 31,258 8,870 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 30,964 8,787 0.03% 0.03% 53 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 30,132 8,551 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 29,910 8,488 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 29,702 8,429 0.18% 0.18% 56 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 29,304 8,316 0.29% 0.29% 57 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 29,004 8,231 0.04% 0.04% 58 0 0.0% Q2 2026 Jul 27, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 27,331 7,756 4.35% 4.35% 59 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 27,136 7,701 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 25,035 7,104 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 25,011 7,098 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 27, 2026
NewEdge Advisors, LLC History No change 24,342 6,908 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 23,990 6,808 0.13% 0.13% 64 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 21,105 5,989 0.34% 0.34% 65 0 0.0% Q2 2026 Jul 15, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 19,904 5,882 2.03% 2.03% 66 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 20,611 5,849 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 17, 2026
Snowden Capital Advisors LLC History No change 20,558 5,834 0.14% 0.14% 68 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 20,440 5,800 0.09% 0.09% 69 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 20,166 5,722 0.01% 0.01% 70 0 0.0% Q2 2026 Jul 28, 2026
McGuire Investment Group, LLC History No change 19,995 5,674 0.5% 0.5% 71 0 0.0% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History No change 19,923 5,653 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 19,457 5,521 0.07% 0.07% 73 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History No change 19,095 5,418 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 18,995 5,390 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 18,882 5,358 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 18,715 5,311 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 10, 2026
Fortis Group Advisors, LLC History No change 18,396 5,220 0.83% 0.83% 78 0 0.0% Q2 2026 Jul 24, 2026
CENTAURUS FINANCIAL, INC. History No change 18,335 5,203 0.2% 0.2% 79 0 0.0% Q2 2026 Aug 17, 2026
MEITAV INVESTMENT HOUSE LTD History No change 17,635 5,004 0.03% 0.03% 80 0 0.0% Q2 2026 Jul 20, 2026
Norris Financial Group, LLC History No change 17,568 4,985 1.98% 1.98% 81 0 0.0% Q2 2026 Aug 05, 2026
Hobart Private Capital, LLC History No change 17,531 4,975 0.85% 0.85% 82 0 0.0% Q2 2026 Jul 06, 2026
Stratos Wealth Partners, LTD. History No change 17,363 4,927 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History No change 17,177 4,874 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 16,927 4,810 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 16,679 4,733 1.95% 1.95% 86 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 16,525 4,689 0.03% 0.03% 87 0 0.0% Q2 2026 Jul 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 17,117 4,646 0.01% 0.01% 88 0 0.0% Q2 2026 Jul 15, 2026
Jump Financial, LLC History No change 16,267 4,616 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 16,137 4,579 0.14% 0.14% 90 0 0.0% Q2 2026 Jul 27, 2026
INNEALTA CAPITAL, LLC History No change 15,234 4,323 2.31% 2.31% 91 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 14,636 4,153 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 14,085 3,996 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
WealthSpring Partners, LLC History No change 14,075 3,994 3.43% 3.43% 94 0 0.0% Q2 2026 Aug 05, 2026
Cavalier Investments, LLC History No change 13,804 3,917 0.16% 0.16% 95 0 0.0% Q2 2026 Aug 14, 2026
NovaPoint Capital, LLC History No change 13,338 3,785 0.79% 0.79% 96 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 12,995 3,687 0.04% 0.04% 97 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Management, LLC History No change 12,776 3,625 0.16% 0.16% 98 0 0.0% Q2 2026 Jul 22, 2026
Yelin Lapidot Holdings Management Ltd. History No change 12,500 3,547 0.67% 0.67% 99 0 0.0% Q2 2026 Aug 03, 2026
Ausdal Financial Partners, Inc. History No change 12,354 3,506 0.14% 0.14% 100 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 12,222 3,468 0.06% 0.06% 101 0 0.0% Q2 2026 Jul 14, 2026
Buska Wealth Management, LLC History No change 12,076 3,427 1.24% 1.24% 102 0 0.0% Q2 2026 Jul 10, 2026
Lido Advisors, LLC History No change 11,847 3,362 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 11,648 3,305 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 11,648 3,305 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 05, 2026
NCM Capital Management, LLC History No change 11,366 3,225 0.99% 0.99% 106 0 0.0% Q2 2026 Aug 14, 2026
Keystone Global Partners, LLC History No change 11,330 3,215 1.22% 1.22% 107 0 0.0% Q2 2026 Jul 16, 2026
Spinnaker Investment Group, LLC History No change 11,274 3,199 0.51% 0.51% 108 0 0.0% Q2 2026 Jul 10, 2026
Retirement Planning Group, LLC History No change 11,137 3,160 0.08% 0.08% 109 0 0.0% Q2 2026 Aug 05, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 11,089 3,146 1.31% 1.31% 110 0 0.0% Q2 2026 Aug 14, 2026
VVR Holdings LLC History No change 11,069 3,141 1.36% 1.36% 111 0 0.0% Q2 2026 Jul 15, 2026
BANK HAPOALIM BM History No change 10,856 3,081 0.2% 0.2% 112 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 10,684 3,032 0.05% 0.05% 113 0 0.0% Q2 2026 Jul 21, 2026
Tidal Investments LLC History No change 10,517 2,984 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 10,443 2,963 0.06% 0.06% 115 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 10,298 2,922 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 10,072 2,858 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 18, 2026
American Financial Advisors, LLC History No change 10,003 2,838 0.34% 0.34% 118 0 0.0% Q2 2026 Jul 14, 2026
Belvedere Trading LLC History No change 9,756 2,768 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 31, 2026
Clarus Wealth Advisors History No change 10,057 2,753 1.06% 1.06% 120 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 10,743 2,740 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 9,646 2,737 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 11, 2026
MADDEN SECURITIES Corp History No change 9,585 2,720 0.76% 0.76% 123 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 9,364 2,657 0.05% 0.05% 124 0 0.0% Q2 2026 Jul 20, 2026
Purewater Capital LLC History No change 9,301 2,639 1.9% 1.9% 125 0 0.0% Q2 2026 Jul 28, 2026
Western Wealth Management, LLC History No change 9,208 2,613 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 9,171 2,603 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 20, 2026
CFS Investment Advisory Services, LLC History No change 8,892 2,556 0.17% 0.17% 128 0 0.0% Q2 2026 Jul 16, 2026
EP Wealth Advisors, LLC History No change 8,859 2,514 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 2,006 2,410 0.2% 0.2% 130 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 8,325 2,362 0.26% 0.26% 131 0 0.0% Q2 2026 Jul 09, 2026
Trivium Point Advisory, LLC History No change 8,044 2,282 0.21% 0.21% 132 0 0.0% Q2 2026 Aug 06, 2026
Nvest Financial, LLC History No change 8,015 2,274 0.72% 0.72% 133 0 0.0% Q2 2026 Jul 30, 2026
Federation des caisses Desjardins du Quebec History No change 7,717 2,189 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 7,685 2,180 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 7,590 2,153 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History No change 7,535 2,138 0.52% 0.52% 137 0 0.0% Q2 2026 Jul 30, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,480 2,122 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History No change 7,420 2,105 0.29% 0.29% 139 0 0.0% Q2 2026 Jul 15, 2026
Authentikos Wealth Advisory, LLC History No change 7,319 2,077 1.33% 1.33% 140 0 0.0% Q2 2026 Aug 14, 2026
Global View Capital Management LLC History No change 7,265 2,061 0.43% 0.43% 141 0 0.0% Q2 2026 Jul 23, 2026
ZEGA Investments, LLC History No change 7,239 2,054 0.21% 0.21% 142 0 0.0% Q2 2026 Jul 31, 2026
Anson Capital, Inc. History No change 7,221 2,049 1.33% 1.33% 143 0 0.0% Q2 2026 Jul 29, 2026
Avid Wealth Partners LLC History No change 7,185 2,039 0.99% 0.99% 144 0 0.0% Q2 2026 Aug 03, 2026
SFI Advisors, LLC History No change 7,097 2,014 1.74% 1.74% 145 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 7,012 1,989 0.14% 0.14% 146 0 0.0% Q2 2026 Aug 14, 2026
Alamea Verwaltungs GmbH History No change 7,000 1,986 1.59% 1.59% 147 0 0.0% Q2 2026 Aug 13, 2026
FLAGSTAR SECURITIES, INC History No change 6,927 1,965 0.59% 0.59% 148 0 0.0% Q2 2026 Jul 15, 2026
Krilogy Financial LLC History No change 6,736 1,911 0.06% 0.06% 149 0 0.0% Q2 2026 Jul 27, 2026
Brookstone Capital Management History No change 6,613 1,876 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 15, 2026
BENJAMIN EDWARDS INC History No change 6,599 1,872 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 24, 2026
Evolution Wealth Advisors, LLC History No change 6,170 1,750 0.2% 0.2% 152 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 6,111 1,734 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 6,091 1,728 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 17, 2026
Evercore Wealth Management, LLC History No change 5,958 1,690 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 5,893 1,672 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 5,876 1,667 0.03% 0.03% 157 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 6,082 1,660 0.35% 0.35% 158 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 5,792 1,643 0.06% 0.06% 159 0 0.0% Q2 2026 Aug 13, 2026
NORTHLAND SECURITIES, INC. History No change 5,755 1,633 0.95% 0.95% 160 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 5,736 1,627 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 5,775 1,567 0.15% 0.15% 162 0 0.0% Q2 2026 Jul 14, 2026
STRATEGY ASSET MANAGERS LLC History No change 5,503 1,561 0.23% 0.23% 163 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 5,481 1,555 0.09% 0.09% 164 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 5,477 1,554 0.03% 0.03% 165 0 0.0% Q2 2026 Jul 31, 2026
B. Riley Wealth Advisors, Inc. History No change 5,603 1,551 0.08% 0.08% 166 0 0.0% Q2 2026 Jul 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 5,441 1,544 0.07% 0.07% 167 0 0.0% Q2 2026 Aug 04, 2026
Formidable Asset Management, LLC History No change 6,025 1,530 0.24% 0.24% 168 0 0.0% Q2 2026 Jul 17, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 5,277 1,497 0.58% 0.58% 169 0 0.0% Q2 2026 Jul 30, 2026
FFG Partners, LLC History No change 5,181 1,470 0.42% 0.42% 170 0 0.0% Q2 2026 Jul 09, 2026
Cyndeo Wealth Partners, LLC History No change 5,098 1,446 0.07% 0.07% 171 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 5,086 1,443 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 11, 2026
WealthBridge Capital Management, LLC History No change 5,074 1,439 0.29% 0.29% 173 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 5,064 1,437 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 11, 2026
Powell Investment Advisors, LLC History No change 5,021 1,424 0.45% 0.45% 175 0 0.0% Q2 2026 Jul 28, 2026
WBI INVESTMENTS, LLC History No change 4,995 1,417 0.35% 0.35% 176 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 4,969 1,410 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,949 1,404 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 4,920 1,396 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 03, 2026
Meixler Investment Management, Ltd. History No change 4,916 1,395 0.77% 0.77% 180 0 0.0% Q2 2026 Aug 03, 2026
First Growth Capital LLC History No change 4,819 1,367 1.04% 1.04% 181 0 0.0% Q2 2026 Jul 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 4,717 1,338 0.04% 0.04% 182 0 0.0% Q2 2026 Aug 10, 2026
National Philanthropic Trust History No change 4,709 1,336 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 4,665 1,323 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 4,613 1,309 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 05, 2026
WBH ADVISORY INC History No change 4,606 1,307 0.09% 0.09% 186 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 4,500 1,277 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History No change 4,453 1,263 0.12% 0.12% 188 0 0.0% Q2 2026 Jul 24, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 4,422 1,255 0.38% 0.38% 189 0 0.0% Q2 2026 Jul 16, 2026
TSA Wealth Managment LLC History No change 4,393 1,246 0.35% 0.35% 190 0 0.0% Q2 2026 Aug 03, 2026
White Pine Investment CO History No change 4,358 1,237 0.26% 0.26% 191 0 0.0% Q2 2026 Jul 20, 2026
Investment Management Trust, LLC History No change 4,342 1,232 1.1% 1.1% 192 0 0.0% Q2 2026 Aug 11, 2026
ShoreHaven Wealth Partners, LLC History No change 4,332 1,229 0.39% 0.39% 193 0 0.0% Q2 2026 Jul 14, 2026
Benson Wealth Management INC History No change 4,271 1,212 1.22% 1.22% 194 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,260 1,209 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors, LLC History No change 4,184 1,187 0.58% 0.58% 196 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 4,151 1,178 0.04% 0.04% 197 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 4,108 1,165 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 4,049 1,149 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 4,030 1,143 0.03% 0.03% 200 0 0.0% Q2 2026 Jul 15, 2026
Strategic Blueprint, LLC History No change 3,993 1,133 0.06% 0.06% 201 0 0.0% Q2 2026 Jul 23, 2026
Sound Financial Strategies Group, LLC History No change 3,959 1,123 0.71% 0.71% 202 0 0.0% Q2 2026 Aug 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,882 1,101 0.14% 0.14% 203 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 3,851 1,092 0.35% 0.35% 204 0 0.0% Q2 2026 Jul 31, 2026
Larry Mathis Financial Planning, LLC History No change 3,826 1,085 0.83% 0.83% 205 0 0.0% Q2 2026 Jul 24, 2026
Founders Financial Alliance, LLC History No change 3,784 1,073 0.14% 0.14% 206 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 3,772 1,070 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 3,771 1,070 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 3,762 1,067 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 11, 2026
Arrowroot Family Office, LLC History No change 3,745 1,062 0.3% 0.3% 210 0 0.0% Q2 2026 Aug 06, 2026
AVALON CAPITAL MANAGEMENT History No change 3,721 1,055 0.25% 0.25% 211 0 0.0% Q2 2026 Jul 16, 2026
PLANNING DIRECTIONS INC History No change 3,706 1,051 0.49% 0.49% 212 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 3,687 1,046 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 22, 2026
Quadrant Private Wealth Management, LLC History No change 3,662 1,039 0.23% 0.23% 214 0 0.0% Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History No change 3,663 1,039 0.48% 0.48% 215 0 0.0% Q2 2026 Jul 30, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,630 1,030 0.02% 0.02% 216 0 0.0% Q2 2026 Jul 15, 2026
Balboa Wealth Partners History No change 3,628 1,029 0.14% 0.14% 217 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 3,603 1,022 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 3,548 1,006 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,521 999 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 10, 2026
BLB&B Advisors, LLC History No change 3,498 992 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 3,447 978 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 3,371 956 0.03% 0.03% 223 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 3,346 949 0.02% 0.02% 224 0 0.0% Q2 2026 Jul 15, 2026
Pathstone Holdings, LLC History No change 3,224 914 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 3,212 911 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 3,206 909 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 10, 2026
CPWA, LLC History No change 3,162 897 1.04% 1.04% 228 0 0.0% Q2 2026 Jul 30, 2026
PFG Advisors History No change 3,147 893 0.05% 0.05% 229 0 0.0% Q2 2026 Jul 16, 2026
Onyx Bridge Wealth Group LLC History No change 3,142 891 0.08% 0.08% 230 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 3,140 891 0.03% 0.03% 231 0 0.0% Q2 2026 Jul 09, 2026
Maridea Wealth Management LLC History No change 3,069 871 0.09% 0.09% 232 0 0.0% Q2 2026 Aug 06, 2026
WJ Wealth Management, LLC History No change 3,050 865 0.34% 0.34% 233 0 0.0% Q2 2026 Aug 03, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,034 861 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 3,025 858 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 20, 2026
Premier Private Wealth Management LLC History No change 3,025 858 0.75% 0.75% 236 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 3,011 854 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 3,000 851 0.02% 0.02% 238 0 0.0% Q2 2026 Jul 14, 2026
Nova Wealth Management, Inc. History No change 2,999 851 0.47% 0.47% 239 0 0.0% Q2 2026 Jul 13, 2026
HB Wealth Management, LLC History No change 2,955 838 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 2,951 837 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 2,938 833 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 13, 2026
Greenline Wealth Management LLC History No change 2,929 831 0.68% 0.68% 243 0 0.0% Q2 2026 Jul 23, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 2,890 820 0.26% 0.26% 244 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 2,874 815 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 03, 2026
CAP Partners, LLC History No change 2,838 805 0.39% 0.39% 246 0 0.0% Q2 2026 Jul 30, 2026
Murphy & Mullick Capital Management Corp History No change 2,825 801 0.5% 0.5% 247 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 2,781 789 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 05, 2026
Claro Advisors Inc. History No change 2,754 781 0.08% 0.08% 249 0 0.0% Q2 2026 Jul 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,752 780 0.03% 0.03% 250 0 0.0% Q2 2026 Jul 27, 2026
Sowell Financial Services LLC History No change 2,746 779 0.03% 0.03% 251 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 2,742 778 0.03% 0.03% 252 0 0.0% Q2 2026 Aug 10, 2026
McKinley Carter Wealth Services, Inc. History No change 2,699 765 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 28, 2026
Scarborough Advisors, LLC History No change 2,709 759 0.09% 0.09% 254 0 0.0% Q2 2026 Jul 21, 2026
BREAKTHRU ADVISORY SERVICES, LLC History No change 2,673 758 2.55% 2.55% 255 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 2,663 755 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 2,644 750 0.09% 0.09% 257 0 0.0% Q2 2026 Aug 14, 2026
Fort Sheridan Advisors LLC History No change 2,637 748 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 05, 2026
BLUE JEAN FINANCIAL LLC History No change 2,630 746 0.52% 0.52% 259 0 0.0% Q2 2026 Jul 24, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 2,604 739 0.12% 0.12% 260 0 0.0% Q2 2026 Aug 10, 2026
GUERRA PAN ADVISORS, LLC History No change 2,590 734 0.41% 0.41% 261 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 2,587 734 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 07, 2026
Addison Capital Co History No change 2,585 733 0.12% 0.12% 263 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History No change 2,574 730 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 17, 2026
Rubicon Advisors, GP History No change 2,551 723 0.53% 0.53% 265 0 0.0% Q2 2026 Jul 29, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,530 718 0.02% 0.02% 266 0 0.0% Q2 2026 Jul 31, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,500 709 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 10, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,449 695 0.0% 0.0% 268 0 0.0% Q2 2026 Sep 23, 2026
Concurrent Investment Advisors, LLC History No change 2,446 694 0.01% 0.01% 269 0 0.0% Q2 2026 Jul 27, 2026
Somerset Trust Co History No change 2,442 693 0.2% 0.2% 270 0 0.0% Q2 2026 Jul 06, 2026
October Effect Ltd History No change 2,444 693 0.65% 0.65% 271 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 2,428 691 0.03% 0.03% 272 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,414 685 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 19, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,397 680 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 05, 2026
Missouri Trust & Investment Co History No change 2,570 680 0.18% 0.18% 275 0 0.0% Q2 2026 Aug 13, 2026
Tempo Wealth, LLC History No change 2,349 666 0.1% 0.1% 276 0 0.0% Q2 2026 Jul 27, 2026
Verity Asset Management, Inc. History No change 2,328 660 0.25% 0.25% 277 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 2,273 647 0.03% 0.03% 278 0 0.0% Q2 2026 Jul 28, 2026
CreativeOne Wealth, LLC History No change 2,221 630 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 13, 2026
One Wealth Advisors, LLC History No change 2,219 629 0.07% 0.07% 280 0 0.0% Q2 2026 Aug 06, 2026
NWAM LLC History No change 2,214 628 0.03% 0.03% 281 0 0.0% Q2 2026 Jul 23, 2026
Certified Advisory Corp History No change 2,200 624 0.05% 0.05% 282 0 0.0% Q2 2026 Jul 16, 2026
Sovran Advisors, LLC History No change 2,414 623 0.05% 0.05% 283 0 0.0% Q2 2026 Jul 29, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 2,187 620 0.08% 0.08% 284 0 0.0% Q2 2026 Jul 20, 2026
Armbruster Capital Management, Inc. History No change 2,160 612 0.09% 0.09% 285 0 0.0% Q2 2026 Jul 16, 2026
THOR TRADING ADVISORS, LLC History No change 2,158 612 0.19% 0.19% 286 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,148 609 0.05% 0.05% 287 0 0.0% Q2 2026 Jul 16, 2026
Sterling Investment Advisors, Ltd. History No change 2,140 607 0.1% 0.1% 288 0 0.0% Q2 2026 Jul 28, 2026
FIRST FOUNDATION ADVISORS History No change 2,133 605 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 2,115 600 0.25% 0.25% 290 0 0.0% Q2 2026 Aug 11, 2026
Advisory Solutions Group, LLC History No change 2,102 596 0.2% 0.2% 291 0 0.0% Q2 2026 Jul 29, 2026
SOA Wealth Advisors, LLC. History No change 2,094 594 0.1% 0.1% 292 0 0.0% Q2 2026 Jul 21, 2026
Brady Martz Wealth Solutions, LLC History No change 2,088 592 0.09% 0.09% 293 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History No change 2,083 591 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 04, 2026
Crews Bank & Trust History No change 2,014 571 0.07% 0.07% 295 0 0.0% Q2 2026 Jul 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,008 570 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
Asempa Wealth Advisors History No change 2,009 570 0.43% 0.43% 297 0 0.0% Q2 2026 Jul 13, 2026
Allworth Financial LP History No change 2,002 568 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History No change 1,970 559 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 1,949 553 0.04% 0.04% 300 0 0.0% Q2 2026 Jul 28, 2026