SELECT SECTOR SPDR TRUST - XLRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 51,792,146 | 2,280,119 | 1.33% | 1.33% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PeakShares LLC | History | No change | 26,542 | 1,168,644 | 0.87% | 0.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 10,788,663 | 475,024 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,024,401 | 309,284 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,632,026 | 203,948 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,392,096 | 149,353 | 2.8% | 2.8% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Family Investments, Inc. | History | No change | 2,549,761 | 112,265 | 2.03% | 2.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,260,973 | 99,550 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,159,178 | 97,248 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanderbilt University | History | No change | 2,029,067 | 89,339 | 12.27% | 12.27% | 10 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,773,195 | 78,073 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,681,059 | 74,017 | 0.98% | 0.98% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,650,772 | 72,683 | 4.54% | 4.54% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 1,580,192 | 69,575 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,371,599 | 60,391 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,282,055 | 56,448 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,177,612 | 51,850 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,063,204 | 46,812 | 0.32% | 0.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,059,840 | 46,664 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Parcion Private Wealth LLC | History | No change | 1,057,053 | 46,542 | 2.58% | 2.58% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,000,810 | 44,067 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 947,212 | 41,705 | 0.52% | 0.52% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 913,389 | 40,218 | 0.99% | 0.99% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 768,635 | 33,843 | 0.39% | 0.39% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 729,266 | 32,109 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 709,705 | 31,249 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 680,463 | 29,961 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warwick Investment Management, Inc. | History | No change | 667,825 | 29,404 | 3.3% | 3.3% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 659,000 | 29,015 | 0.27% | 0.27% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 614,909 | 27,074 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 584,048 | 25,703 | 0.58% | 0.58% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 570,721 | 25,128 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 565,043 | 24,879 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| University of Illinois Foundation | History | No change | 562,815 | 24,780 | 4.43% | 4.43% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 558,459 | 24,588 | 0.66% | 0.66% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 529,816 | 23,327 | 0.45% | 0.45% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 527,828 | 23,240 | 12.79% | 12.79% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 527,413 | 23,221 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 508,036 | 22,368 | 0.53% | 0.53% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 503,400 | 22,164 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 469,400 | 20,667 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 448,499 | 19,747 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 428,008 | 19,024 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 419,820 | 18,484 | 0.37% | 0.37% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 401,671 | 17,780 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prentice Wealth Management LLC | History | No change | 389,903 | 17,167 | 3.54% | 3.54% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 387,611 | 17,066 | 4.1% | 4.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 386,766 | 17,029 | 2.7% | 2.7% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 383,127 | 16,871 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 381,438 | 16,794 | 1.07% | 1.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 373,394 | 16,440 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 368,034 | 16,204 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 359,583 | 15,832 | 0.28% | 0.28% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARCLAYS PLC | History | No change | 355,294 | 15,643 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 350,789 | 15,445 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 347,324 | 15,292 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hudock, Inc. | History | No change | 335,466 | 14,770 | 1.89% | 1.89% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 315,720 | 13,901 | 0.36% | 0.36% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 308,387 | 13,578 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 303,152 | 13,347 | 0.55% | 0.55% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 303,071 | 13,344 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 292,168 | 12,864 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 289,591 | 12,750 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 278,887 | 12,527 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 276,975 | 12,195 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | No change | 276,187 | 12,160 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 262,572 | 11,561 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Asset Management LLC | History | No change | 293,871 | 11,214 | 1.54% | 1.54% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Brio Consultants, LLC | History | No change | 245,437 | 10,806 | 1.27% | 1.27% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Financial Advisors, LLC | History | No change | 241,154 | 10,618 | 1.28% | 1.28% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 241,112 | 10,611 | 0.88% | 0.88% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 237,740 | 10,467 | 1.44% | 1.44% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 229,076 | 10,086 | 0.85% | 0.85% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 223,893 | 9,858 | 0.21% | 0.21% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | No change | 215,433 | 9,485 | 0.35% | 0.35% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 214,607 | 9,449 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 214,200 | 9,431 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 201,811 | 9,127 | 1.04% | 1.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 205,200 | 9,034 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 201,060 | 8,853 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 195,059 | 8,588 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 194,773 | 8,575 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 194,306 | 8,555 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 190,902 | 8,405 | 3.82% | 3.82% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 201,341 | 8,236 | 0.93% | 0.51% | 85 | +102,419 | 103.54% | Q3 2026 | Oct 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 186,046 | 8,191 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOR TRADING ADVISORS, LLC | History | No change | 183,644 | 8,085 | 2.54% | 2.54% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 181,018 | 7,970 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Viaable, LLC | History | No change | 177,585 | 7,845 | 6.51% | 6.51% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 178,150 | 7,843 | 0.3% | 0.3% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 177,213 | 7,802 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 174,639 | 7,689 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StrongBox Wealth, LLC | History | No change | 169,102 | 7,445 | 2.12% | 2.12% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 162,575 | 7,158 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Aspect Partners, LLC | History | No change | 162,495 | 7,154 | 2.67% | 2.67% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST INTERSTATE BANK | History | No change | 159,445 | 7,020 | 0.37% | 0.37% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Talon Private Wealth, LLC | History | No change | 158,000 | 6,956 | 0.81% | 0.81% | 97 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| LCW Services, LLC | History | No change | 157,792 | 6,947 | 3.03% | 3.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 156,849 | 6,906 | 4.9% | 4.9% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SageView Advisory Group, LLC | History | No change | 154,963 | 6,823 | 0.22% | 0.22% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 153,634 | 6,764 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 153,251 | 6,747 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 150,815 | 6,640 | 0.32% | 0.32% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 149,725 | 6,592 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 149,558 | 6,585 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 145,498 | 6,406 | 0.61% | 0.61% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 144,098 | 6,344 | 3.65% | 3.65% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 143,158 | 6,303 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 143,098 | 6,300 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Econ Financial Services Corp | History | No change | 142,610 | 6,279 | 2.93% | 2.93% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 148,702 | 6,083 | 0.37% | 0.39% | 111 | +2,799 | 1.92% | Q3 2026 | Oct 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 138,106 | 6,080 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Certified Advisory Corp | History | No change | 136,852 | 6,026 | 0.49% | 0.49% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 136,618 | 6,015 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 135,858 | 5,981 | 0.78% | 0.78% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 135,413 | 5,962 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 134,635 | 5,928 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Western Wealth Management, LLC | History | No change | 133,532 | 5,879 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 129,630 | 5,707 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLC Capital Advisors | History | No change | 128,638 | 5,663 | 0.91% | 0.91% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stadion Money Management, LLC | History | No change | 127,634 | 5,619 | 0.48% | 0.48% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 127,070 | 5,594 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 126,841 | 5,584 | 0.89% | 0.89% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 126,416 | 5,566 | 1.99% | 1.99% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | No change | 125,974 | 5,546 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SG Americas Securities, LLC | History | No change | 122,024 | 5,373 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 120,513 | 5,306 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Estate Counselors, LLC | History | No change | 120,268 | 5,295 | 0.46% | 0.46% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 115,978 | 5,246 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American National Bank of Texas | History | Added to | 127,944 | 5,234 | 4.78% | 5.12% | 130 | +603 | 0.47% | Q3 2026 | Oct 07, 2026 |
| CacheTech Inc. | History | No change | 118,177 | 5,203 | 0.84% | 0.84% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 117,994 | 5,195 | 6.01% | 6.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Wealth Management, LLC | History | No change | 117,343 | 5,166 | 0.66% | 0.66% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 116,728 | 5,139 | 0.18% | 0.18% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 115,531 | 5,086 | 1.09% | 1.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 115,020 | 5,064 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Adams Wealth Management | History | No change | 111,357 | 4,903 | 0.94% | 0.94% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 111,322 | 4,901 | 0.24% | 0.24% | 138 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BlackRock, Inc. | History | No change | 110,630 | 4,871 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Norris Financial Group, LLC | History | No change | 105,790 | 4,657 | 1.85% | 1.85% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 104,758 | 4,612 | 0.57% | 0.57% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Swan Global Investments, LLC | History | No change | 104,653 | 4,607 | 0.14% | 0.14% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 102,524 | 4,514 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | No change | 102,287 | 4,503 | 3.96% | 3.96% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 109,269 | 4,461 | 0.38% | 0.38% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 101,254 | 4,458 | 0.18% | 0.18% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Private Trust Co. | History | Added to | 106,422 | 4,353 | 0.24% | 0.26% | 147 | +45 | 0.04% | Q3 2026 | Oct 06, 2026 |
| Nelson Capital Management, LLC | History | No change | 97,351 | 4,286 | 0.47% | 0.47% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 95,275 | 4,194 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True Freedom Investing, LLC | History | No change | 101,235 | 4,133 | 0.32% | 0.32% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 93,280 | 4,107 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 92,473 | 4,071 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 98,780 | 4,041 | 0.34% | 0.53% | 153 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 88,444 | 3,894 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 87,895 | 3,870 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 87,827 | 3,867 | 0.18% | 0.18% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Penserra Capital Management LLC | History | No change | 85,551 | 3,766 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 84,441 | 3,717 | 1.25% | 1.25% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 84,015 | 3,699 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Urban Financial Advisory Corp | History | No change | 83,164 | 3,661 | 1.01% | 1.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 83,091 | 3,658 | 0.71% | 0.71% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 83,033 | 3,655 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOSTER & MOTLEY INC | History | No change | 81,266 | 3,578 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 80,487 | 3,543 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | No change | 79,800 | 3,513 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 79,693 | 3,508 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chesley Taft & Associates LLC | History | No change | 78,931 | 3,475 | 0.14% | 0.14% | 167 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| 1ST SOURCE BANK | History | No change | 77,482 | 3,411 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PSI Advisors, LLC | History | No change | 77,415 | 3,408 | 0.79% | 0.79% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 77,221 | 3,400 | 1.3% | 1.3% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concentric Capital Strategies, LP | History | No change | 77,019 | 3,391 | 0.19% | 0.19% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 75,838 | 3,339 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 75,694 | 3,332 | 0.26% | 0.26% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 75,289 | 3,315 | 0.84% | 0.84% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FORBES J M & CO LLP | History | No change | 74,904 | 3,298 | 0.26% | 0.26% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 74,160 | 3,265 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 74,069 | 3,261 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 73,773 | 3,248 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 72,733 | 3,202 | 0.51% | 0.51% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 72,565 | 3,195 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 72,357 | 3,185 | 0.17% | 0.17% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 72,249 | 3,181 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 71,114 | 3,131 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 71,063 | 3,128 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 69,863 | 3,076 | 0.64% | 0.64% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Risk Paradigm Group, LLC | History | No change | 69,664 | 3,067 | 2.41% | 2.41% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 69,586 | 3,063 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bellwether Advisors, LLC | History | No change | 68,904 | 3,033 | 0.45% | 0.45% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 67,280 | 2,962 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Team Financial, Inc. | History | No change | 66,731 | 2,938 | 2.85% | 2.85% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 66,615 | 2,933 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Asset Management, LLC | History | No change | 66,438 | 2,925 | 0.66% | 0.66% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 65,737 | 2,894 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 65,647 | 2,890 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paladin Advisory Group, LLC | History | No change | 65,530 | 2,885 | 1.92% | 1.92% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 65,379 | 2,878 | 1.15% | 1.15% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | No change | 65,225 | 2,871 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAP Partners, LLC | History | No change | 65,017 | 2,862 | 1.4% | 1.4% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hills Bank & Trust Co | History | No change | 64,838 | 2,854 | 0.12% | 0.12% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 62,345 | 2,745 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 61,963 | 2,728 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 61,094 | 2,689 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 59,276 | 2,610 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | No change | 58,763 | 2,587 | 0.9% | 0.9% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Centennial Bank/AR/ | History | No change | 58,582 | 2,579 | 0.83% | 0.83% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graetz Wealth LLC | History | No change | 58,519 | 2,576 | 2.05% | 2.05% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cordatus Wealth Management LLC | History | No change | 58,386 | 2,570 | 0.56% | 0.56% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | No change | 58,324 | 2,568 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| M&T BANK CORP | History | No change | 57,224 | 2,519 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 57,200 | 2,518 | 1.15% | 1.15% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 57,025 | 2,518 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 56,402 | 2,483 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 55,756 | 2,454 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 54,989 | 2,421 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 58,540 | 2,394 | 0.22% | 0.29% | 215 | -19,214 | -24.71% | Q3 2026 | Oct 07, 2026 |
| WBH ADVISORY INC | History | No change | 54,243 | 2,388 | 0.16% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlatl Advisers LLC | History | No change | 53,789 | 2,368 | 0.56% | 0.56% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Banco Santander, S.A. | History | No change | 53,471 | 2,354 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trek Financial, LLC | History | No change | 52,853 | 2,327 | 0.12% | 0.12% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 52,857 | 2,327 | 0.58% | 0.58% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 52,849 | 2,326 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 52,550 | 2,313 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Premier Private Wealth Management LLC | History | No change | 52,486 | 2,310 | 2.02% | 2.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 51,967 | 2,288 | 0.24% | 0.24% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 51,295 | 2,258 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 51,191 | 2,253 | 1.55% | 1.55% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 50,639 | 2,229 | 0.12% | 0.12% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 50,242 | 2,212 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 48,566 | 2,138 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 47,368 | 2,085 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALLAST ADVISORS LLC | History | No change | 46,485 | 2,046 | 0.49% | 0.49% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizons Wealth Management | History | New | 49,917 | 2,042 | 1.27% | — | 233 | +49,917 | New | Q3 2026 | Oct 05, 2026 |
| Mutual Advisors, LLC | History | No change | 46,386 | 2,042 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 46,207 | 2,034 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | No change | 45,823 | 2,017 | 1.12% | 1.12% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 44,789 | 1,972 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 43,451 | 1,913 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oath Planning, LLC | History | No change | 43,058 | 1,895 | 1.41% | 1.41% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 42,509 | 1,871 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 45,493 | 1,861 | 0.38% | 0.52% | 240 | -12,411 | -21.43% | Q3 2026 | Oct 07, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 42,104 | 1,853 | 0.59% | 0.59% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Winthrop Capital Management, LLC | History | No change | 42,040 | 1,851 | 0.45% | 0.45% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | No change | 41,975 | 1,848 | 0.21% | 0.21% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 41,707 | 1,836 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 41,163 | 1,812 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 41,075 | 1,808 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 41,076 | 1,808 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 40,192 | 1,769 | 1.35% | 1.35% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 40,082 | 1,764 | 0.52% | 0.52% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jain Global LLC | History | No change | 40,000 | 1,761 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thayer Partners, LLC / MA | History | No change | 39,430 | 1,736 | 0.72% | 0.72% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 39,092 | 1,721 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 38,428 | 1,692 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 38,269 | 1,684 | 0.69% | 0.69% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 3EDGE Asset Management, LP | History | No change | 38,186 | 1,681 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 38,118 | 1,678 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Trust Wealth Management LLC | History | No change | 37,765 | 1,662 | 1.14% | 1.14% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IMC-Chicago, LLC | History | No change | 37,734 | 1,661 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 37,615 | 1,656 | 0.12% | 0.12% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Reduced | 40,431 | 1,654 | 0.04% | 0.06% | 260 | -10,300 | -20.3% | Q3 2026 | Oct 02, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 37,267 | 1,640 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 37,218 | 1,638 | 0.14% | 0.14% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 36,298 | 1,598 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 36,050 | 1,587 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 35,965 | 1,583 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 35,843 | 1,578 | 0.19% | 0.19% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 35,683 | 1,571 | 0.18% | 0.18% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | No change | 35,133 | 1,546 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAILARD, INC. | History | No change | 34,746 | 1,529 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 34,695 | 1,527 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 34,274 | 1,509 | 0.28% | 0.28% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 34,023 | 1,498 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 33,828 | 1,489 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 33,138 | 1,459 | 0.47% | 0.47% | 274 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 33,122 | 1,458 | 0.37% | 0.37% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Krilogy Financial LLC | History | No change | 32,943 | 1,450 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 32,050 | 1,442 | 0.18% | 0.18% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 32,711 | 1,440 | 0.5% | 0.5% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Map LLC | History | No change | 31,102 | 1,429 | 0.65% | 0.65% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearview Wealth Management LLC | History | No change | 32,414 | 1,427 | 0.92% | 0.92% | 280 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 32,247 | 1,419 | 0.6% | 0.6% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | No change | 31,807 | 1,400 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | No change | 31,300 | 1,378 | 0.56% | 0.56% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JSF Financial, LLC | History | No change | 31,238 | 1,375 | 0.22% | 0.22% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 31,080 | 1,368 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Scott Capital Advisors, LLC | History | No change | 31,064 | 1,367 | 0.21% | 0.21% | 286 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 30,774 | 1,354 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ignite Planners, LLC | History | No change | 30,564 | 1,346 | 0.18% | 0.18% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 29,781 | 1,311 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 29,742 | 1,307 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 29,671 | 1,306 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiduciary Group, LLC | History | No change | 29,611 | 1,303 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 29,449 | 1,296 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 31,666 | 1,295 | 0.3% | 0.09% | 294 | +22,747 | 255.04% | Q3 2026 | Oct 06, 2026 |
| Beacon Bank & Trust | History | No change | 29,043 | 1,278 | 0.24% | 0.24% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 29,010 | 1,277 | 0.98% | 0.98% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 28,758 | 1,266 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 28,742 | 1,265 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 30,803 | 1,260 | 0.04% | 0.05% | 299 | -9,619 | -23.8% | Q3 2026 | Oct 08, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 28,552 | 1,257 | 0.14% | 0.14% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |