SELECT SECTOR SPDR TRUST - XLY
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.
Showing first 300 of
1,329 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 39,616,579 | 4,646,232 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PeakShares LLC | History | No change | 16,820 | 1,972,650 | 1.47% | 1.47% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,178,491 | 1,543,465 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,485,200 | 995,144 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | No change | 8,126,991 | 953,133 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elliott Investment Management L.P. | History | No change | 7,100,000 | 832,688 | 3.67% | 3.67% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,211,522 | 728,487 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,839,014 | 684,799 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 5,528,124 | 648,338 | 0.23% | 0.23% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,771,361 | 559,585 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,155,912 | 487,405 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,570,336 | 418,728 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,231,019 | 378,933 | 2.42% | 2.42% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 3,163,724 | 371,041 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,120,982 | 366,028 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 3,022,702 | 354,502 | 0.36% | 0.36% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 2,800,487 | 328,441 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,792,320 | 327,483 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,542,249 | 298,160 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,501,017 | 293,319 | 3.67% | 3.67% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 702,398 | 273,373 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Management ETF Advisors, LLC | History | No change | 2,141,512 | 251,157 | 7.6% | 7.6% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 2,127,980 | 249,567 | 1.68% | 1.68% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 1,830,206 | 214,646 | 0.84% | 0.84% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,611,333 | 188,977 | 0.37% | 0.37% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,589,552 | 186,422 | 0.79% | 0.79% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,350,600 | 158,398 | 0.71% | 0.71% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,305,668 | 153,129 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,235,864 | 144,942 | 0.17% | 0.17% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,108,494 | 129,995 | 0.63% | 0.63% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,108,300 | 129,981 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,046,187 | 122,696 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WestEnd Advisors, LLC | History | No change | 1,025,999 | 120,333 | 2.68% | 2.68% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 1,005,682 | 117,946 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 654,279 | 76,753 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 644,178 | 75,548 | 2.02% | 2.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 602,984 | 70,717 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | No change | 571,904 | 67,072 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 568,000 | 66,615 | 0.63% | 0.63% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 540,985 | 63,446 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 526,859 | 61,790 | 1.84% | 1.84% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 526,823 | 61,785 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 516,912 | 60,624 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 504,529 | 59,171 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 487,601 | 57,185 | 0.76% | 0.76% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 482,681 | 56,608 | 0.42% | 0.42% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Management LLC | History | No change | 482,051 | 56,535 | 3.8% | 3.8% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 477,396 | 55,989 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 476,099 | 55,836 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fisher Asset Management, LLC | History | No change | 419,881 | 49,243 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 418,023 | 49,025 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 409,731 | 48,053 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 407,374 | 47,776 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 406,747 | 47,704 | 1.17% | 1.17% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 402,951 | 47,258 | 0.99% | 0.99% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS | History | No change | 401,677 | 47,108 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 401,248 | 47,058 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 393,431 | 46,142 | 0.53% | 0.53% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 371,556 | 43,576 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HRT FINANCIAL LP | History | No change | 369,445 | 43,328 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 363,540 | 42,635 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREDIT AGRICOLE S A | History | No change | 343,655 | 40,303 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 336,900 | 39,511 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Trilogy Capital Inc. | History | No change | 336,087 | 39,416 | 1.53% | 1.53% | 64 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BlackRock, Inc. | History | No change | 294,815 | 34,575 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 284,042 | 33,312 | 1.79% | 1.79% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 275,382 | 32,296 | 0.7% | 0.7% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 293,353 | 31,928 | 1.92% | 2.07% | 68 | +3,612 | 1.25% | Q3 2026 | Oct 09, 2026 |
| Trek Financial, LLC | History | No change | 254,539 | 29,852 | 1.48% | 1.48% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 246,330 | 28,889 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 242,768 | 28,471 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 238,921 | 28,020 | 0.83% | 0.83% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 237,197 | 27,818 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 226,500 | 26,563 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 225,195 | 26,411 | 3.59% | 3.59% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 219,157 | 25,702 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 217,260 | 25,480 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMZ Advisory Inc | History | No change | 213,105 | 24,992 | 7.91% | 7.91% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Volterra Technologies LP | History | No change | 208,560 | 24,459 | 3.52% | 3.52% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAMLYN CAPITAL, LLC | History | No change | 208,261 | 24,424 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swan Global Investments, LLC | History | No change | 203,454 | 23,861 | 0.7% | 0.7% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 199,906 | 23,444 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 195,176 | 22,890 | 0.24% | 0.24% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 194,353 | 22,793 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 191,798 | 22,494 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bellwether Advisors, LLC | History | No change | 191,679 | 22,480 | 3.33% | 3.33% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 206,389 | 22,463 | 6.96% | 7.31% | 87 | +6,724 | 3.37% | Q3 2026 | Oct 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 188,037 | 21,529 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 180,906 | 21,216 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 180,837 | 21,208 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 180,728 | 21,195 | 0.87% | 0.87% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 180,400 | 21,157 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 177,601 | 20,829 | 3.25% | 3.25% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 169,768 | 19,910 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 163,677 | 19,196 | 0.93% | 0.93% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 155,065 | 18,362 | 1.51% | 1.51% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 155,536 | 18,241 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SRB CORP | History | No change | 154,540 | 18,124 | 0.97% | 0.97% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 151,061 | 17,716 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 148,820 | 17,453 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capula Management Ltd | History | No change | 148,233 | 17,384 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 147,108 | 17,252 | 0.61% | 0.61% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 146,239 | 17,150 | 2.72% | 2.72% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 145,808 | 17,100 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WBH ADVISORY INC | History | No change | 144,694 | 16,969 | 1.14% | 1.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 144,651 | 16,964 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 144,488 | 16,945 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 138,450 | 16,237 | 1.15% | 1.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 138,424 | 16,234 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 136,248 | 15,979 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCP Asset Management, LLC | History | No change | 135,997 | 15,949 | 1.81% | 1.81% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 131,700 | 15,552 | 3.27% | 3.27% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 132,187 | 15,502 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 129,716 | 15,213 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 128,321 | 15,049 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 125,976 | 14,774 | 0.76% | 0.76% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 125,225 | 14,686 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 124,207 | 14,566 | 1.72% | 1.72% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 123,028 | 14,428 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 120,912 | 14,180 | 1.45% | 1.45% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 119,866 | 14,057 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 116,171 | 13,624 | 0.27% | 0.27% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 115,749 | 13,575 | 8.86% | 8.86% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 115,614 | 13,559 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clarity Financial LLC | History | No change | 114,884 | 13,473 | 1.14% | 1.14% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 122,449 | 13,327 | 2.86% | 3.11% | 126 | -6,235 | -4.85% | Q3 2026 | Oct 09, 2026 |
| Private Wealth Advisors, LLC | History | No change | 107,216 | 12,574 | 3.22% | 3.22% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 106,202 | 12,455 | 0.5% | 0.5% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Encompass More Asset Management | History | No change | 104,666 | 12,275 | 1.79% | 1.79% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 104,323 | 12,235 | 0.82% | 0.82% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 102,821 | 12,058 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 99,008 | 11,611 | 0.3% | 0.3% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 98,976 | 11,607 | 0.28% | 0.28% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 97,958 | 11,488 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 96,433 | 11,309 | 0.43% | 0.43% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 96,398 | 11,305 | 2.19% | 2.19% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 92,983 | 10,980 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 93,038 | 10,911 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 91,107 | 10,683 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 89,459 | 10,491 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 87,045 | 10,208 | 0.13% | 0.13% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cinctive Capital Management LP | History | No change | 85,071 | 9,977 | 0.37% | 0.37% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORBES J M & CO LLP | History | No change | 85,054 | 9,975 | 0.78% | 0.78% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tamar Securities, LLC | History | No change | 83,234 | 9,761 | 0.91% | 0.91% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 83,058 | 9,740 | 0.21% | 0.21% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carnegie Investment Counsel | History | No change | 82,597 | 9,687 | 0.19% | 0.19% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Intrua Financial, LLC | History | No change | 82,224 | 9,643 | 0.88% | 0.88% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 81,861 | 9,600 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 81,860 | 9,600 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 81,186 | 9,521 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 81,079 | 9,508 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 79,515 | 9,326 | 2.25% | 2.25% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 79,207 | 9,289 | 0.2% | 0.2% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 79,153 | 9,283 | 1.07% | 1.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GTS SECURITIES LLC | History | No change | 79,057 | 9,271 | 0.2% | 0.2% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 74,925 | 8,787 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 73,097 | 8,572 | 1.83% | 1.83% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 72,265 | 8,475 | 0.78% | 0.78% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 71,934 | 8,436 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 71,470 | 8,404 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 76,830 | 8,362 | 1.96% | 2.03% | 161 | +5,129 | 7.15% | Q3 2026 | Oct 06, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 70,950 | 8,321 | 0.97% | 0.97% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 70,000 | 8,209 | 1.0% | 1.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 69,741 | 8,176 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Virtu Financial LLC | History | No change | 69,541 | 8,156 | 0.26% | 0.26% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 68,827 | 8,072 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | No change | 68,600 | 8,037 | 5.42% | 5.42% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Venturi Wealth Management, LLC | History | No change | 67,958 | 7,970 | 0.31% | 0.31% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 67,664 | 7,935 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THOR TRADING ADVISORS, LLC | History | No change | 67,568 | 7,924 | 2.49% | 2.49% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 67,444 | 7,909 | 0.15% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 3EDGE Asset Management, LP | History | No change | 65,662 | 7,700 | 0.34% | 0.34% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 65,327 | 7,661 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 64,444 | 7,558 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 64,210 | 7,530 | 0.99% | 0.99% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 64,081 | 7,515 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 63,624 | 7,461 | 0.92% | 0.92% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 63,250 | 7,417 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 62,624 | 7,345 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 62,446 | 7,323 | 3.32% | 3.32% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 61,606 | 7,225 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 60,155 | 7,054 | 0.68% | 0.68% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 59,620 | 6,992 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 59,570 | 6,986 | 3.26% | 3.26% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Talon Private Wealth, LLC | History | No change | 59,106 | 6,931 | 0.81% | 0.81% | 185 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 58,966 | 6,915 | 0.55% | 0.55% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 57,175 | 6,705 | 2.46% | 2.46% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST INTERSTATE BANK | History | No change | 57,152 | 6,702 | 0.35% | 0.35% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steele Capital Management, Inc. | History | No change | 56,671 | 6,646 | 0.24% | 0.24% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 56,387 | 6,613 | 0.17% | 0.17% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 56,159 | 6,586 | 0.11% | 0.11% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 56,018 | 6,569 | 0.16% | 0.16% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST MERCHANTS CORP | History | No change | 55,746 | 6,537 | 0.23% | 0.23% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 54,965 | 6,441 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 54,557 | 6,398 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 54,488 | 6,390 | 0.77% | 0.77% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVIS R M INC | History | No change | 54,401 | 6,380 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantitative Investment Management, LLC | History | No change | 54,284 | 6,366 | 0.69% | 0.69% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 54,085 | 6,343 | 0.26% | 0.26% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 53,677 | 6,295 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 53,652 | 6,292 | 2.49% | 2.49% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 53,300 | 6,251 | 1.16% | 1.16% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 53,180 | 6,236 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 52,532 | 6,160 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 52,381 | 6,143 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooksen Wealth, LLC | History | No change | 52,242 | 6,126 | 3.86% | 3.86% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 51,557 | 6,046 | 0.39% | 0.39% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 50,428 | 5,914 | 2.36% | 2.36% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 53,937 | 5,870 | 0.59% | 0.63% | 209 | -802 | -1.47% | Q3 2026 | Oct 08, 2026 |
| Segment Wealth Management, LLC | History | No change | 49,825 | 5,843 | 0.3% | 0.3% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keebeck Wealth Management | History | No change | 48,280 | 5,662 | 0.55% | 0.55% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 47,957 | 5,624 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 47,747 | 5,599 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 47,717 | 5,596 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 47,499 | 5,570 | 0.42% | 0.42% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hartford Financial Management Inc. | History | No change | 47,270 | 5,543 | 1.24% | 1.24% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 50,880 | 5,537 | 0.04% | — | 217 | +50,880 | New | Q3 2026 | Oct 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 46,641 | 5,470 | 0.09% | 0.09% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 45,923 | 5,385 | 0.56% | 0.56% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 45,415 | 5,326 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 48,803 | 5,311 | 0.4% | 0.37% | 221 | +6,101 | 14.29% | Q3 2026 | Oct 08, 2026 |
| Midwest Trust Co | History | No change | 45,262 | 5,308 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 44,968 | 5,273 | 0.1% | 0.1% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 44,596 | 5,230 | 0.4% | 0.4% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 44,104 | 5,172 | 5.99% | 5.99% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 43,601 | 5,113 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 43,454 | 5,096 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Investments LP | History | No change | 42,800 | 5,019 | 0.34% | 0.34% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | No change | 42,728 | 5,011 | 0.29% | 0.29% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cannon Advisors, Inc. | History | No change | 43,116 | 4,997 | 3.04% | 3.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FCA CORP /TX | History | No change | 42,403 | 4,973 | 1.22% | 1.22% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK HAPOALIM BM | History | No change | 42,246 | 4,955 | 0.33% | 0.33% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Asset Strategies, Inc. | History | No change | 42,234 | 4,953 | 0.35% | 0.35% | 233 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fiduciary Group, LLC | History | No change | 42,077 | 4,934 | 0.39% | 0.39% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sharper & Granite LLC | History | No change | 41,485 | 4,865 | 1.51% | 1.51% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 41,187 | 4,830 | 0.98% | 0.98% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 40,524 | 4,752 | 2.54% | 2.54% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 40,168 | 4,710 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 40,001 | 4,691 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 39,884 | 4,677 | 0.12% | 0.12% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 39,633 | 4,648 | 0.4% | 0.4% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 39,413 | 4,622 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 39,265 | 4,604 | 0.19% | 0.19% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 39,068 | 4,581 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caption Management, LLC | History | No change | 38,675 | 4,535 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 38,241 | 4,484 | 1.42% | 1.42% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,862 | 4,440 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | No change | 37,811 | 4,434 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 37,548 | 4,403 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 37,162 | 4,358 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 36,826 | 4,319 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 36,687 | 4,302 | 1.99% | 1.99% | 252 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sequent Planning LLC | History | No change | 36,659 | 4,299 | 0.92% | 0.92% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 36,631 | 4,296 | 0.46% | 0.46% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ES4, LLC | History | No change | 36,243 | 4,250 | 2.23% | 2.23% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 36,212 | 4,246 | 1.03% | 1.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Attessa Capital LLC | History | Added to | 38,710 | 4,213 | 1.81% | 1.92% | 257 | +2,223 | 6.09% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 34,725 | 4,072 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 34,586 | 4,053 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 34,174 | 4,007 | 2.76% | 2.76% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 33,848 | 3,969 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 33,650 | 3,946 | 1.98% | 1.98% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | No change | 33,468 | 3,925 | 2.81% | 2.81% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Howard Capital Management Group, LLC | History | No change | 33,312 | 3,906 | 0.24% | 0.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Darwin Wealth Management, LLC | History | No change | 32,816 | 3,848 | 1.05% | 1.05% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Advisors Network LLC | History | No change | 32,612 | 3,824 | 0.18% | 0.18% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 32,510 | 3,812 | 0.29% | 0.29% | 267 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SYKON CAPITAL LLC | History | No change | 32,429 | 3,803 | 1.17% | 1.17% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 32,312 | 3,789 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 32,297 | 3,787 | 0.11% | 0.11% | 270 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 32,255 | 3,782 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 32,008 | 3,753 | 1.17% | 1.17% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nelson Capital Management, LLC | History | No change | 31,794 | 3,728 | 0.41% | 0.41% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Financial, LLC | History | No change | 31,262 | 3,666 | 0.43% | 0.43% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Markin Asset Management, LP | History | No change | 31,064 | 3,643 | 3.12% | 3.12% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 30,720 | 3,602 | 0.91% | 0.91% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Wealth Map LLC | History | No change | 32,154 | 3,588 | 1.63% | 1.63% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 30,485 | 3,575 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMG National Trust Bank | History | No change | 29,661 | 3,478 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 29,515 | 3,461 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 29,510 | 3,460 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,141 | 3,417 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 28,972 | 3,397 | 0.87% | 0.87% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | No change | 28,795 | 3,377 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 28,785 | 3,375 | 0.83% | 0.83% | 285 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 28,654 | 3,360 | 0.33% | 0.33% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 28,654 | 3,360 | 0.28% | 0.28% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,639 | 3,359 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 30,680 | 3,339 | 0.23% | 0.23% | 289 | -150 | -0.49% | Q3 2026 | Oct 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 28,363 | 3,326 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIL Ltd | History | No change | 28,239 | 3,311 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wall Capital Group, Inc. | History | No change | 28,239 | 3,311 | 2.71% | 2.71% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 28,149 | 3,301 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 30,142 | 3,280 | 0.04% | 0.05% | 294 | -3,670 | -10.85% | Q3 2026 | Oct 05, 2026 |
| Meridian Wealth Management, LLC | History | No change | 27,863 | 3,268 | 0.1% | 0.1% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,595 | 3,221 | 0.09% | 0.15% | 297 | -12,478 | -29.66% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 27,466 | 3,221 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| jvl associates llc | History | No change | 29,574 | 3,218 | 0.93% | 0.98% | 298 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Marion Wealth Management | History | No change | 27,391 | 3,212 | 0.65% | 0.65% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MontVue Capital Management, Inc. | History | No change | 27,294 | 3,201 | 1.84% | 1.84% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |