SELECT SECTOR SPDR TRUST - XLV

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
BANK OF AMERICA CORP /DE/ History No change 32,283,419 5,122,087 0.33% 0.33% 1 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 28,491 4,520,382 3.36% 3.36% 2 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 13,036,140 2,095,429 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 12,769,726 2,026,044 0.17% 0.17% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 11,713,248 1,858,424 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 8,406,297 1,333,743 0.12% 0.12% 6 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,028,028 1,115,067 0.18% 0.18% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,290,027 997,975 0.13% 0.13% 8 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 5,862,907 930,208 0.21% 0.21% 9 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,377,119 853,133 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,974,409 789,239 0.21% 0.21% 11 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,241,978 673,032 0.16% 0.16% 12 0 0.0% Q2 2026 Sep 23, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,634,449 576,631 2.8% 2.8% 13 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 3,222,016 511,206 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,090,127 490,279 0.06% 0.06% 15 0 0.0% Q2 2026 Sep 02, 2026
Focus Partners Wealth History No change 3,016,769 478,641 0.49% 0.49% 16 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 2,697,716 428,019 0.08% 0.08% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,654,030 421,270 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 2,371,350 376,238 0.45% 0.45% 19 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 2,319,229 367,969 0.71% 0.71% 20 0 0.0% Q2 2026 Aug 05, 2026
Daiichi Life International Holdings LLC History No change 2,118 336,042 10.65% 10.65% 21 0 0.0% Q2 2026 Aug 12, 2026
WestEnd Advisors, LLC History No change 1,949,867 309,370 6.9% 6.9% 22 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 1,739,668 276,015 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 03, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,693,225 268,647 0.38% 0.38% 24 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,669,613 264,900 1.03% 1.03% 25 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,539,236 244,215 0.34% 0.34% 26 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,493,457 236,951 0.09% 0.09% 27 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,465,522 232,612 0.27% 0.27% 28 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Group LLC History No change 1,415,160 224,529 11.39% 11.39% 29 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 645,952 194,437 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 1,219,207 193,439 1.3% 1.3% 31 0 0.0% Q2 2026 Jul 20, 2026
PGIM Custom Harvest LLC History No change 1,148,086 182,155 2.28% 2.28% 32 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,033,549 163,982 1.05% 1.05% 33 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 1,011,244 160,443 0.18% 0.18% 34 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 1,004,740 159,410 1.09% 1.09% 35 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 999,240 158,539 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 910,460 144,453 0.57% 0.57% 37 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 819,649 130,045 0.12% 0.12% 38 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 801,560 127,177 0.19% 0.19% 39 0 0.0% Q2 2026 Aug 12, 2026
Main Management Fund Advisors LLC History No change 761,100 120,756 8.54% 8.54% 40 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 750,640 119,096 0.5% 0.5% 41 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 722,959 114,704 0.45% 0.45% 42 0 0.0% Q2 2026 Aug 10, 2026
PEAK6 LLC History No change 717,600 113,854 0.23% 0.23% 43 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 713,602 113,225 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 694,506 110,190 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 686,781 108,964 0.07% 0.07% 46 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 676,492 107,332 0.13% 0.13% 47 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 628,300 99,686 0.14% 0.14% 48 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 618,590 98,145 0.15% 0.15% 49 0 0.0% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 589,701 93,561 0.16% 0.16% 50 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 581,605 92,277 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
NWI MANAGEMENT LP History No change 565,000 89,643 4.15% 4.15% 52 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 562,031 89,171 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 14, 2026
SRB CORP History No change 556,818 88,344 4.75% 4.75% 54 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 548,802 87,072 0.08% 0.08% 55 0 0.0% Q2 2026 Aug 05, 2026
RiverFront Investment Group, LLC History No change 526,676 83,562 1.1% 1.1% 56 0 0.0% Q2 2026 Jul 29, 2026
Point72 Asset Management, L.P. History No change 526,622 83,553 0.09% 0.09% 57 0 0.0% Q2 2026 Aug 14, 2026
Longaeva Partners L.P. History No change 487,500 77,346 1.69% 1.69% 58 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 485,006 76,951 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 479,226 76,033 3.54% 3.54% 60 0 0.0% Q2 2026 Jul 24, 2026
Conservest Capital Advisors, Inc. History No change 468,151 74,276 5.91% 5.91% 61 0 0.0% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History No change 467,144 74,117 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 14, 2026
J.Safra Asset Management Corp History No change 454,218 72,066 3.32% 3.32% 63 0 0.0% Q2 2026 Aug 06, 2026
Walleye Trading LLC History No change 449,300 71,285 0.08% 0.08% 64 0 0.0% Q2 2026 Aug 03, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 445,151 70,582 0.44% 0.44% 65 0 0.0% Q2 2026 Aug 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 440,900 69,953 0.1% 0.1% 66 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 419,940 66,627 0.27% 0.27% 67 0 0.0% Q2 2026 Aug 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 417,803 66,288 1.77% 1.77% 68 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 407,509 64,684 0.51% 0.51% 69 0 0.0% Q2 2026 Jul 17, 2026
US BANCORP \DE\ History No change 405,297 64,304 0.07% 0.07% 70 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 386,532 61,327 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 19, 2026
Advisory Alpha, LLC History No change 379,833 60,266 1.48% 1.48% 72 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 359,087 57,302 0.15% 0.15% 73 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 357,584 56,734 0.07% 0.07% 74 0 0.0% Q2 2026 Jul 29, 2026
KCM INVESTMENT ADVISORS LLC History No change 349,376 55,432 1.65% 1.65% 75 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 340,013 53,946 1.17% 1.17% 76 0 0.0% Q2 2026 Jul 17, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 339,847 53,920 0.24% 0.24% 77 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 338,498 53,706 0.25% 0.25% 78 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 337,628 53,568 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History No change 335,320 53,201 0.7% 0.7% 80 0 0.0% Q2 2026 Aug 06, 2026
Volterra Technologies LP History No change 332,569 52,765 7.6% 7.6% 81 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 330,667 52,464 3.52% 3.52% 82 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 318,000 50,454 0.23% 0.23% 83 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 309,500 49,105 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 295,654 46,909 0.11% 0.11% 85 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 277,455 44,465 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 275,344 43,686 2.88% 2.88% 87 0 0.0% Q2 2026 Jul 20, 2026
Cerity Partners LLC History No change 275,041 43,638 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 269,341 42,733 1.75% 1.75% 89 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 263,560 41,816 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 263,499 41,806 0.16% 0.16% 91 0 0.0% Q2 2026 Aug 14, 2026
Quantitative Investment Management, LLC History No change 254,518 40,381 4.4% 4.4% 92 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 248,542 39,433 0.07% 0.07% 93 0 0.0% Q2 2026 Jul 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 248,509 39,428 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 13, 2026
University of Illinois Foundation History No change 244,920 38,859 6.94% 6.94% 95 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 243,713 38,667 1.14% 1.14% 96 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 235,348 37,340 0.17% 0.17% 97 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 233,494 37,046 0.71% 0.71% 98 0 0.0% Q2 2026 Aug 11, 2026
Wharton Business Group, LLC History No change 232,139 36,831 1.23% 1.23% 99 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 229,299 36,380 0.44% 0.44% 100 0 0.0% Q2 2026 Aug 18, 2026
Private Advisor Group, LLC History No change 228,811 36,303 0.17% 0.17% 101 0 0.0% Q2 2026 Jul 27, 2026
SG Americas Securities, LLC History No change 227,796 36,142 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 07, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 177,500 35,968 9.6% 9.6% 103 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 222,755 35,342 0.07% 0.07% 104 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 219,080 34,759 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Group, LLC History Added to 201,197 33,885 2.5% 0.34% 106 +172,842 609.56% Q3 2026 Oct 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 213,270 33,837 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 211,065 33,487 0.07% 0.07% 108 0 0.0% Q2 2026 Aug 07, 2026
Ayalon Insurance Comp Ltd. History No change 204,009 32,368 3.97% 3.97% 109 0 0.0% Q2 2026 Jul 13, 2026
Itau Unibanco Holding S.A. History No change 202,434 32,118 0.61% 0.61% 110 0 0.0% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History No change 202,041 32,056 0.68% 0.68% 111 0 0.0% Q2 2026 Aug 14, 2026
BW Gestao de Investimentos Ltda. History No change 201,000 31,890 0.63% 0.63% 112 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 200,648 31,834 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
MAKENA CAPITAL MANAGEMENT LLC History No change 197,201 31,287 3.29% 3.29% 114 0 0.0% Q2 2026 Aug 10, 2026
Nan Shan Life Insurance Co., Ltd. History No change 195,277 30,982 0.97% 0.97% 115 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 194,090 30,795 0.35% 0.35% 116 0 0.0% Q2 2026 Aug 14, 2026
Miller Investment Management, LP History No change 192,381 30,523 2.79% 2.79% 117 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 192,131 30,483 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 12, 2026
Biltmore Wealth Management, LLC History No change 181,609 28,814 8.99% 8.99% 119 0 0.0% Q2 2026 Jul 21, 2026
SPINNAKER TRUST History No change 178,802 28,368 1.38% 1.38% 120 0 0.0% Q2 2026 Aug 03, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 177,800 28,209 3.72% 3.72% 121 0 0.0% Q2 2026 Aug 06, 2026
WESTWOOD HOLDINGS GROUP INC History No change 175,306 27,814 0.21% 0.21% 122 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 169,666 27,723 0.46% 0.46% 123 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 169,666 27,723 0.46% 0.46% 124 0 0.0% Q2 2026 Jul 29, 2026
MMBG INVESTMENT ADVISORS CO. History No change 173,104 27,464 2.17% 2.17% 125 0 0.0% Q2 2026 Aug 10, 2026
SP Asset Management LLC History No change 171,889 27,271 2.19% 2.19% 126 0 0.0% Q2 2026 Aug 04, 2026
Jefferies Financial Group Inc. History No change 171,863 27,267 0.18% 0.18% 127 0 0.0% Q2 2026 Aug 17, 2026
MEANS INVESTMENT CO., INC. History No change 170,810 27,100 2.05% 2.05% 128 0 0.0% Q2 2026 Aug 14, 2026
KWMG, LLC History No change 168,085 26,668 1.93% 1.93% 129 0 0.0% Q2 2026 Jul 08, 2026
Rothschild Capital Partners, LLC History No change 167,229 26,532 5.69% 5.69% 130 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 166,691 26,447 3.51% 3.51% 131 0 0.0% Q2 2026 Jul 09, 2026
Concurrent Investment Advisors, LLC History No change 164,960 26,172 0.22% 0.22% 132 0 0.0% Q2 2026 Jul 27, 2026
American Financial Advisors, LLC History No change 164,162 26,045 3.13% 3.13% 133 0 0.0% Q2 2026 Jul 14, 2026
Equitable Holdings, Inc. History No change 162,794 25,828 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 161,620 25,627 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 10, 2026
Cavalier Investments, LLC History No change 157,957 25,061 1.04% 1.04% 136 0 0.0% Q2 2026 Aug 14, 2026
Tamar Securities, LLC History No change 155,324 24,643 2.3% 2.3% 137 0 0.0% Q2 2026 Aug 05, 2026
Graham Capital Management, L.P. History No change 155,000 24,592 0.45% 0.45% 138 0 0.0% Q2 2026 Aug 14, 2026
IMZ Advisory Inc History No change 152,784 24,240 7.68% 7.68% 139 0 0.0% Q2 2026 Jul 07, 2026
Rockport Wealth LLC History No change 152,748 24,234 4.07% 4.07% 140 0 0.0% Q2 2026 Jul 27, 2026
Fisher Asset Management, LLC History No change 152,137 24,138 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 150,249 23,839 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 27, 2026
EP Wealth Advisors, LLC History No change 148,494 23,560 0.09% 0.09% 143 0 0.0% Q2 2026 Aug 11, 2026
Swan Global Investments, LLC History No change 147,836 23,455 0.69% 0.69% 144 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 146,252 23,204 0.07% 0.07% 145 0 0.0% Q2 2026 Jul 28, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 145,176 23,161 4.87% 4.87% 146 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 145,102 23,021 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 144,201 22,878 0.48% 0.48% 148 0 0.0% Q2 2026 Jul 29, 2026
Bellwether Advisors, LLC History No change 142,132 22,550 3.34% 3.34% 149 0 0.0% Q2 2026 Aug 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 141,334 22,423 2.09% 2.09% 150 0 0.0% Q2 2026 Jul 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 137,706 21,849 0.04% 0.04% 151 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 135,225 21,454 0.45% 0.45% 152 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 130,994 21,069 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 15, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 132,006 20,944 2.47% 2.47% 154 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 127,631 20,249 1.01% 1.01% 155 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 126,203 20,023 0.1% 0.1% 156 0 0.0% Q2 2026 Jul 13, 2026
IHT Wealth Management, LLC History No change 125,999 19,991 0.43% 0.43% 157 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 124,861 19,810 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 124,604 19,769 0.1% 0.1% 159 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 123,423 19,591 0.11% 0.11% 160 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 123,460 19,588 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 14, 2026
Passaic Partners LLC History No change 120,076 19,051 1.4% 1.4% 162 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 119,974 19,035 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 116,525 18,487 0.65% 0.65% 164 0 0.0% Q2 2026 Aug 05, 2026
Peak Retirement Planning, Inc. History No change 116,103 18,420 2.92% 2.92% 165 0 0.0% Q2 2026 Aug 10, 2026
BTG Pactual Asset Management US LLC History No change 115,762 18,366 1.14% 1.14% 166 0 0.0% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 114,998 18,245 2.35% 2.35% 167 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 114,880 18,227 0.07% 0.07% 168 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 113,200 17,960 0.05% 0.05% 169 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 113,091 17,943 0.34% 0.34% 170 0 0.0% Q2 2026 Aug 07, 2026
Concentric Capital Strategies, LP History No change 113,079 17,941 1.0% 1.0% 171 0 0.0% Q2 2026 Aug 14, 2026
FIRST INTERSTATE BANK History No change 112,753 17,889 0.93% 0.93% 172 0 0.0% Q2 2026 Jul 24, 2026
Clarity Financial LLC History No change 110,053 17,461 1.48% 1.48% 173 0 0.0% Q2 2026 Jul 20, 2026
COUNTRY TRUST BANK History No change 108,168 17,161 0.3% 0.3% 174 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 107,935 17,124 0.18% 0.18% 175 0 0.0% Q2 2026 Aug 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 106,500 16,897 0.01% 0.01% 176 0 0.0% Q2 2026 Sep 09, 2026
STATE STREET CORP History No change 105,561 16,748 0.0% 0.0% 177 0 0.0% Q2 2026 Sep 22, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 105,190 16,689 8.25% 8.25% 178 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 104,608 16,597 0.11% 0.11% 179 0 0.0% Q2 2026 Sep 08, 2026
Analyst IMS Investment Management Services Ltd. History No change 104,131 16,521 0.38% 0.38% 180 0 0.0% Q2 2026 Jul 29, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 102,979 16,338 7.96% 7.96% 181 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 101,960 16,176 0.28% 0.28% 182 0 0.0% Q2 2026 Jul 21, 2026
Salomon & Ludwin, LLC History No change 99,600 15,932 1.31% 1.31% 183 0 0.0% Q2 2026 Aug 07, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 99,240 15,745 1.95% 1.95% 184 0 0.0% Q2 2026 Aug 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 98,551 15,636 0.84% 0.84% 185 0 0.0% Q2 2026 Jul 15, 2026
Perigon Wealth Management, LLC History No change 95,670 15,179 0.24% 0.24% 186 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 95,439 15,142 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Advisors, LLC History No change 94,801 15,041 3.85% 3.85% 188 0 0.0% Q2 2026 Aug 06, 2026
Valence8 US LP History No change 93,378 14,815 4.93% 4.93% 189 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 93,043 14,762 0.16% 0.16% 190 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 92,437 14,666 0.56% 0.56% 191 0 0.0% Q2 2026 Jul 22, 2026
BRAVE ASSET MANAGEMENT INC History No change 90,815 14,408 3.08% 3.08% 192 0 0.0% Q2 2026 Jul 08, 2026
Galvin, Gaustad & Stein, LLC History No change 90,677 14,386 1.06% 1.06% 193 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 90,436 14,348 0.05% 0.05% 194 0 0.0% Q2 2026 Jul 28, 2026
Balance Wealth Partners LLC History No change 89,514 14,202 3.78% 3.78% 195 0 0.0% Q2 2026 Jul 21, 2026
Allianz Asset Management GmbH History No change 89,460 14,193 0.01% 0.01% 196 0 0.0% Q2 2026 Sep 02, 2026
Robertson Stephens Wealth Management, LLC History No change 88,280 14,006 0.34% 0.34% 197 0 0.0% Q2 2026 Jul 29, 2026
LOWE BROCKENBROUGH & CO INC History No change 87,807 13,932 0.62% 0.62% 198 0 0.0% Q2 2026 Aug 03, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 87,500 13,882 0.03% 0.03% 199 0 0.0% Q2 2026 Aug 17, 2026
SIMON QUICK ADVISORS, LLC History No change 87,291 13,849 0.56% 0.56% 200 0 0.0% Q2 2026 Jul 28, 2026
Asset Advisors Investment Management, LLC History No change 86,271 13,687 1.26% 1.26% 201 0 0.0% Q2 2026 Jul 22, 2026
Evolution Wealth Advisors, LLC History No change 85,624 13,585 1.59% 1.59% 202 0 0.0% Q2 2026 Jul 29, 2026
OLD NATIONAL BANCORP /IN/ History No change 82,366 13,068 0.26% 0.26% 203 0 0.0% Q2 2026 Jul 15, 2026
Csenge Advisory Group History No change 82,255 13,050 0.53% 0.53% 204 0 0.0% Q2 2026 Aug 10, 2026
Stillwater Capital Advisors, LLC History No change 81,153 12,875 1.31% 1.31% 205 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 80,952 12,843 0.14% 0.14% 206 0 0.0% Q2 2026 Aug 03, 2026
Pathstone Holdings, LLC History No change 80,275 12,736 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 13, 2026
Archon Partners LLC History No change 80,000 12,692 1.35% 1.35% 208 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 79,762 12,655 0.19% 0.19% 209 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 79,761 12,654 0.23% 0.23% 210 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 79,669 12,640 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 79,000 12,534 0.38% 0.38% 212 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 78,813 12,511 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Asset Management, LLC History No change 76,906 12,201 5.07% 5.07% 214 0 0.0% Q2 2026 Jul 30, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 76,536 12,143 0.82% 0.82% 215 0 0.0% Q2 2026 Jul 20, 2026
Compass Wealth Management, LLC/GA History No change 76,350 12,113 4.83% 4.83% 216 0 0.0% Q2 2026 Jul 21, 2026
EAGLE WEALTH STRATEGIES LLC History No change 76,209 12,091 4.62% 4.62% 217 0 0.0% Q2 2026 Jul 09, 2026
Pachira Investments Inc. History No change 75,669 12,005 4.53% 4.53% 218 0 0.0% Q2 2026 Jul 17, 2026
Keystone Global Partners, LLC History No change 75,564 11,988 4.53% 4.53% 219 0 0.0% Q2 2026 Jul 16, 2026
Quantinno Capital Management LP History No change 75,300 11,947 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 75,277 11,943 0.45% 0.45% 221 0 0.0% Q2 2026 Aug 13, 2026
Vickerman Investment Advisors, Inc. History No change 74,387 11,802 2.29% 2.29% 222 0 0.0% Q2 2026 Aug 13, 2026
Hobart Private Capital, LLC History No change 74,022 11,744 2.01% 2.01% 223 0 0.0% Q2 2026 Jul 06, 2026
Carnegie Investment Counsel History No change 73,301 11,629 0.23% 0.23% 224 0 0.0% Q2 2026 Jul 30, 2026
CMH Wealth Management LLC History No change 72,630 11,523 1.76% 1.76% 225 0 0.0% Q2 2026 Jul 09, 2026
Parkside Investments, LLC History No change 72,224 11,458 1.27% 1.27% 226 0 0.0% Q2 2026 Jul 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 70,487 11,183 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 70,434 11,174 0.03% 0.03% 228 0 0.0% Q2 2026 Aug 13, 2026
Intrua Financial, LLC History No change 70,388 11,167 1.02% 1.02% 229 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC/CA History No change 69,664 11,053 1.53% 1.53% 230 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors SoCal, LLC History No change 69,416 11,013 1.97% 1.97% 231 0 0.0% Q2 2026 Jul 16, 2026
Brookstone Capital Management History No change 68,779 10,912 0.11% 0.11% 232 0 0.0% Q2 2026 Jul 15, 2026
AQR CAPITAL MANAGEMENT LLC History No change 68,459 10,861 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
Howard Capital Management Group, LLC History No change 68,150 10,812 0.66% 0.66% 234 0 0.0% Q2 2026 Jul 16, 2026
Measured Wealth Private Client Group, LLC History No change 68,105 10,805 2.61% 2.61% 235 0 0.0% Q2 2026 Aug 10, 2026
Symmetry Investments LP History No change 67,957 10,782 0.73% 0.73% 236 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 67,750 10,749 0.72% 0.72% 237 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 67,655 10,734 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 12, 2026
Lebenthal Global Advisors, LLC History No change 67,285 10,675 1.44% 1.44% 239 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 66,614 10,569 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 10, 2026
MARTIN & CO INC /TN/ History No change 66,116 10,489 1.64% 1.64% 241 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Capital Management, LLC History No change 65,145 10,336 2.5% 2.5% 242 0 0.0% Q2 2026 Aug 13, 2026
Ameraudi Asset Management, Inc. History No change 64,612 10,251 4.64% 4.64% 243 0 0.0% Q2 2026 Aug 06, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 63,412 10,060 7.12% 7.12% 244 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 63,237 10,033 0.06% 0.06% 245 0 0.0% Q2 2026 Jul 20, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 63,088 10,009 1.94% 1.94% 246 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 62,038 9,842 0.96% 0.96% 247 0 0.0% Q2 2026 Jul 14, 2026
Prestige Wealth Management Group LLC History No change 61,524 9,761 1.77% 1.77% 248 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 61,149 9,701 0.18% 0.18% 249 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Counsel, LLC History No change 61,096 9,693 1.2% 1.2% 250 0 0.0% Q2 2026 Jul 15, 2026
FLOW TRADERS U.S. LLC History No change 61,084 9,692 0.4% 0.4% 251 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 60,500 9,598 0.1% 0.1% 252 0 0.0% Q2 2026 Jul 28, 2026
Cairn Investment Group, Inc. History No change 60,400 9,583 4.23% 4.23% 253 0 0.0% Q2 2026 Jul 28, 2026
Estate Counselors, LLC History No change 60,353 9,575 0.82% 0.82% 254 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 60,054 9,528 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 59,932 9,506 0.29% 0.29% 256 0 0.0% Q2 2026 Aug 05, 2026
High Note Wealth, LLC History No change 59,664 9,466 1.61% 1.61% 257 0 0.0% Q2 2026 Jul 23, 2026
Allred Capital Management, LLC History No change 59,394 9,426 3.1% 3.1% 258 0 0.0% Q2 2026 Aug 12, 2026
Constitution Capital LLC History No change 59,280 9,405 4.83% 4.83% 259 0 0.0% Q2 2026 Jul 09, 2026
Sage Capital Advisors,llc History No change 59,226 9,396 1.95% 1.95% 260 0 0.0% Q2 2026 Jul 09, 2026
Journey Advisory Group, LLC History No change 57,962 9,196 0.7% 0.7% 261 0 0.0% Q2 2026 Aug 04, 2026
Arta Finance Wealth Management LLC History No change 57,207 9,076 3.88% 3.88% 262 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 57,180 9,072 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 13, 2026
FIRST MERCHANTS CORP History No change 57,124 9,063 0.32% 0.32% 264 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 56,875 9,023 0.1% 0.1% 265 0 0.0% Q2 2026 Aug 12, 2026
Corecam Pte. Ltd. History No change 56,550 8,972 3.4% 3.4% 266 0 0.0% Q2 2026 Jul 14, 2026
CASTLEARK MANAGEMENT LLC History No change 56,130 8,905 0.24% 0.24% 267 0 0.0% Q2 2026 Aug 14, 2026
TCV Trust & Wealth Management, Inc. History No change 55,859 8,862 0.67% 0.67% 268 0 0.0% Q2 2026 Jul 24, 2026
LYELL WEALTH MANAGEMENT, LP History No change 55,725 8,841 0.54% 0.54% 269 0 0.0% Q2 2026 Aug 05, 2026
FORBES J M & CO LLP History No change 54,169 8,594 0.68% 0.68% 270 0 0.0% Q2 2026 Jul 20, 2026
Independence Wealth Advisors, LLC History No change 53,394 8,470 4.25% 4.25% 271 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 53,039 8,415 0.04% 0.04% 272 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 52,966 8,403 0.52% 0.52% 273 0 0.0% Q2 2026 Aug 17, 2026
Madison Asset Management, LLC History No change 52,330 8,302 0.1% 0.1% 274 0 0.0% Q2 2026 Aug 10, 2026
Cullen Capital Management, LLC History No change 51,416 8,157 0.08% 0.08% 275 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History No change 51,369 8,150 0.94% 0.94% 276 0 0.0% Q2 2026 Jul 21, 2026
BANK HAPOALIM BM History No change 50,796 8,059 0.54% 0.54% 277 0 0.0% Q2 2026 Aug 05, 2026
FORONJY FINANCIAL LLC History No change 50,354 7,989 2.94% 2.94% 278 0 0.0% Q2 2026 Jul 23, 2026
Orange Investment Advisors, Inc. History No change 50,164 7,959 0.97% 0.97% 279 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 50,081 7,946 0.31% 0.31% 280 0 0.0% Q2 2026 Aug 17, 2026
CreativeOne Wealth, LLC History No change 50,079 7,945 0.17% 0.17% 281 0 0.0% Q2 2026 Aug 13, 2026
SILVERBACK ASSET MANAGEMENT LLC History No change 50,000 7,933 0.86% 0.86% 282 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 49,914 7,919 0.41% 0.41% 283 0 0.0% Q2 2026 Jul 28, 2026
CHEMUNG CANAL TRUST CO History No change 49,795 7,900 1.46% 1.46% 284 0 0.0% Q2 2026 Jul 15, 2026
Essex LLC History No change 49,769 7,896 1.2% 1.2% 285 0 0.0% Q2 2026 Jul 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 49,506 7,854 0.4% 0.4% 286 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 49,466 7,848 0.08% 0.08% 287 0 0.0% Q2 2026 Aug 11, 2026
Talon Private Wealth, LLC History No change 49,094 7,789 0.91% 0.91% 288 0 0.0% Q2 2026 Sep 11, 2026
J. Goldman & Co LP History No change 48,650 7,718 0.2% 0.2% 289 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 48,203 7,647 1.84% 1.84% 290 0 0.0% Q2 2026 Jul 14, 2026
Western Wealth Management, LLC History No change 47,904 7,600 0.25% 0.25% 291 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 47,495 7,535 0.08% 0.08% 292 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 47,412 7,522 0.73% 0.73% 293 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 47,406 7,521 0.1% 0.1% 294 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 47,304 7,505 0.03% 0.03% 295 0 0.0% Q2 2026 Aug 18, 2026
LARCH CAPITAL PARTNERS LLC History No change 46,903 7,441 1.06% 1.06% 296 0 0.0% Q2 2026 Aug 17, 2026
3EDGE Asset Management, LP History No change 46,628 7,397 0.33% 0.33% 297 0 0.0% Q2 2026 Jul 27, 2026
Banco Santander, S.A. History No change 46,177 7,326 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 45,869 7,277 0.23% 0.23% 299 0 0.0% Q2 2026 Jul 27, 2026
One Wealth Map LLC History No change 43,386 7,212 3.28% 3.28% 300 0 0.0% Q2 2026 Jul 30, 2026