SSGA Active Trust - XLSR
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.
Details.
Rows: 0
| 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 | 4,470,235 | 289,939 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,461,391 | 159,645 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,435,953 | 157,995 | 0.76% | 0.76% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 495,551 | 32,141 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 424,675 | 27,544 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 307,758 | 19,961 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 307,442 | 19,940 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 301,775 | 19,573 | 6.48% | 6.48% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 255,949 | 16,600 | 0.84% | 0.84% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 220,453 | 14,298 | 7.74% | 7.74% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspire Private Capital, LLC | History | No change | 206,850 | 13,416 | 2.77% | 2.77% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 205,136 | 13,305 | 0.18% | 0.18% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 188,498 | 12,225 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 175,384 | 11,375 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 163,583 | 10,610 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 153,981 | 9,987 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Raleigh Capital Management Inc. | History | No change | 149,438 | 9,692 | 3.09% | 3.09% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 147,226 | 9,549 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 110,956 | 7,196 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMART Wealth LLC | History | No change | 109,367 | 7,093 | 1.53% | 1.53% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 82,556 | 5,354 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 79,868 | 5,180 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 79,150 | 5,133 | 1.15% | 1.15% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Midwest Financial Network, LLC | History | No change | 75,343 | 4,886 | 3.34% | 3.34% | 24 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Financial Private Client, LLC | History | No change | 72,815 | 4,722 | 1.28% | 1.28% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| International Private Wealth Advisors LLC | History | No change | 68,536 | 4,445 | 2.29% | 2.29% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 60,138 | 3,900 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 59,957 | 3,888 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 56,666 | 3,675 | 7.66% | 7.66% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 54,395 | 3,528 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 50,469 | 3,273 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 48,084 | 3,118 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 44,093 | 2,859 | 4.37% | 4.37% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Founders Financial Alliance, LLC | History | No change | 38,325 | 2,485 | 0.33% | 0.33% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 36,048 | 2,338 | 0.97% | 0.97% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 35,414 | 2,293 | 0.5% | 0.5% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sharkey, Howes & Javer | History | No change | 34,790 | 2,256 | 0.27% | 0.27% | 37 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthPoint Financial, LLC | History | No change | 32,875 | 2,132 | 1.55% | 1.55% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| October Effect Ltd | History | No change | 30,976 | 2,009 | 1.89% | 1.89% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 28,459 | 1,846 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 27,414 | 1,778 | 1.15% | 1.15% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | No change | 26,040 | 1,682 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,574 | 1,529 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 21,816 | 1,414 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,720 | 1,408 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 21,228 | 1,375 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 20,263 | 1,314 | 0.59% | 0.59% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Balboa Wealth Partners | History | No change | 19,273 | 1,250 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 18,957 | 1,229 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 18,002 | 1,167 | 0.29% | 0.29% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 16,123 | 1,038 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,642 | 1,014 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 15,087 | 978 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 14,801 | 960 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 14,361 | 931 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mosley Wealth Management | History | No change | 14,088 | 913 | 0.29% | 0.29% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zullo Investment Group, Inc. | History | No change | 13,806 | 895 | 0.31% | 0.31% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 13,661 | 886 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 12,186 | 790 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 11,741 | 761 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bison Wealth, LLC | History | No change | 11,676 | 759 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,693 | 758 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,561 | 749 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 11,451 | 742 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Argent Trust Co | History | No change | 11,405 | 739 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11,137 | 722 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PKS Advisory Services, LLC | History | No change | 10,944 | 709 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,903 | 707 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | No change | 10,611 | 688 | 0.32% | 0.32% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 10,186 | 660 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 10,083 | 653 | 0.2% | 0.2% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | No change | 9,807 | 636 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Independent Advisor Alliance | History | No change | 9,670 | 627 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 9,598 | 622 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 9,544 | 619 | 0.36% | 0.36% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 8,549 | 554 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,334 | 540 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FWG Investments, LLC. | History | No change | 8,076 | 523 | 0.28% | 0.28% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 7,969 | 516 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,026 | 514 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,538 | 488 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ethic Inc. | History | No change | 7,500 | 486 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dakota Wealth Management | History | No change | 7,305 | 473 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M1 Capital Management LLC | History | No change | 7,231 | 469 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 6,843 | 443 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 6,790 | 440 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 6,596 | 427 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J2 Capital Management Inc | History | No change | 6,552 | 424 | 0.29% | 0.29% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,481 | 420 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 6,250 | 405 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compound Planning, Inc. | History | No change | 6,084 | 394 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,788 | 375 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 5,503 | 356 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Castleview Partners, LLC | History | No change | 5,280 | 342 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Maia Wealth LLC | History | No change | 5,157 | 334 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 5,097 | 330 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balefire, LLC | History | No change | 4,708 | 305 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,377 | 283 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,019 | 266 | 0.07% | 0.07% | 99 | +3 | 0.07% | Q3 2026 | Oct 02, 2026 |
| Western Wealth Management, LLC | History | No change | 4,001 | 259 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 3,864 | 250 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 3,820 | 247 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 3,696 | 239 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 3,664 | 237 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,654 | 236 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GAMMA Investing LLC | History | No change | 3,589 | 232 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 3,567 | 231 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | No change | 3,501 | 227 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 3,304 | 214 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 3,155 | 204 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 3,158 | 204 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Everest Financial Group LLC | History | No change | 3,095 | 200 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,509 | 162 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,239 | 145 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,240 | 141 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,024 | 131 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,996 | 129 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,943 | 126 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | No change | 1,746 | 113 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,707 | 110 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 1,559 | 101 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 1,366 | 89 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | No change | 1,365 | 88 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,313 | 85 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,000 | 64 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 775 | 50 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 736 | 47 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 625 | 40 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 561 | 36 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REAP Financial Group, LLC | History | No change | 468 | 30 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 320 | 20 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 275 | 17 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 258 | 16 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 199 | 12 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 189 | 12 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 98 | 6 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 81 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 35 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 28 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |