SPDR SERIES TRUST - XME

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 7,921,303 847,024 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,599,540 277,968 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,641,243 175,498 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,307,145 139,773 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
Vanderbilt University History No change 1,057,153 113,041 15.52% 15.52% 5 0 0.0% Q2 2026 Jul 22, 2026
MEITAV INVESTMENT HOUSE LTD History No change 1,046,020 111,850 0.75% 0.75% 6 0 0.0% Q2 2026 Jul 20, 2026
WELLS FARGO & COMPANY/MN History No change 1,037,233 110,911 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 945,143 101,064 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 933,104 99,776 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 02, 2026
Elliott Investment Management L.P. History No change 900,000 96,237 0.42% 0.42% 10 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 851,600 91,061 0.13% 0.13% 11 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 830,230 88,776 0.57% 0.57% 12 0 0.0% Q2 2026 Aug 10, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 814,000 87,041 0.42% 0.42% 13 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History No change 712,733 76,212 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 07, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 615,000 65,761 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 607,028 64,909 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 584,293 62,495 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 583,246 62,366 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 549,431 58,750 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 505,100 54,010 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 500,000 53,465 0.97% 0.97% 21 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 474,684 50,757 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS History No change 453,815 48,526 0.2% 0.2% 23 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 450,384 48,159 0.22% 0.22% 24 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 386,627 41,342 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 382,400 40,890 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 379,216 40,549 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 361,707 38,677 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 304,423 32,551 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 302,525 32,349 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 286,155 30,598 0.29% 0.29% 31 0 0.0% Q2 2026 Aug 06, 2026
Parallax Volatility Advisers, L.P. History No change 274,487 29,350 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 260,961 27,904 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 252,329 26,981 0.2% 0.2% 34 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 228,025 24,382 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 221,400 23,674 0.6% 0.6% 36 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 200,000 21,386 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 172,169 18,410 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 162,517 17,377 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 161,671 17,288 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 159,276 17,031 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 158,029 16,898 0.04% 0.04% 42 0 0.0% Q2 2026 Jul 27, 2026
VESTOR CAPITAL, LLC History No change 104,252 16,498 1.04% 1.04% 43 0 0.0% Q2 2026 Jul 28, 2026
Twin Tree Management, LP History No change 137,386 14,690 0.28% 0.28% 44 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 135,119 14,448 0.07% 0.07% 45 0 0.0% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 121,100 12,949 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 117,377 12,865 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Chicago Wealth Management, Inc. History No change 111,146 11,884 4.22% 4.22% 48 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 107,516 11,496 0.08% 0.08% 49 0 0.0% Q2 2026 Aug 17, 2026
Wellington Shields Capital Management, LLC History No change 101,712 10,876 1.38% 1.38% 50 0 0.0% Q2 2026 Aug 10, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 100,000 10,693 0.15% 0.15% 51 0 0.0% Q2 2026 Aug 14, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 97,000 10,372 1.37% 1.37% 52 0 0.0% Q2 2026 Aug 06, 2026
ALLIANZ SE History No change 91,770 9,812 0.1% 0.1% 53 0 0.0% Q2 2026 Aug 10, 2026
ARP Global Capital Ltd History No change 89,740 9,595 4.14% 4.14% 54 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 86,363 9,234 0.01% 0.01% 55 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 85,365 9,122 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 10, 2026
FORTEM FINANCIAL GROUP, LLC History No change 82,955 8,870 1.81% 1.81% 57 0 0.0% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 82,738 8,847 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 07, 2026
Brevan Howard Capital Management LP History No change 77,807 8,319 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 77,262 8,261 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 76,263 8,154 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 74,568 7,973 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 74,449 7,960 0.9% 0.9% 63 0 0.0% Q2 2026 Jul 10, 2026
Shah Wealth Advisors, LLC History No change 72,892 7,794 1.8% 1.8% 64 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 70,493 7,537 0.0% 0.0% 65 0 0.0% Q2 2026 Sep 23, 2026
Quadrature Capital Ltd History No change 68,900 7,367 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 06, 2026
Wealthfront Advisers LLC History No change 68,629 7,338 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 07, 2026
OKABENA INVESTMENT SERVICES INC History No change 65,387 6,991 1.25% 1.25% 68 0 0.0% Q2 2026 Aug 04, 2026
Proficio Capital Partners LLC History No change 65,380 6,991 0.25% 0.25% 69 0 0.0% Q2 2026 Aug 14, 2026
FOCUS Wealth Advisors, LLC History No change 64,865 6,935 3.21% 3.21% 70 0 0.0% Q2 2026 Jul 07, 2026
Ted Buchan & Co History No change 64,530 6,900 2.26% 2.26% 71 0 0.0% Q2 2026 Jul 23, 2026
HRT FINANCIAL LP History No change 63,747 6,816 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
Legend Financial Advisors, Inc. History No change 62,547 6,688 3.8% 3.8% 73 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 60,528 6,472 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 18, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 60,083 6,424 0.41% 0.41% 75 0 0.0% Q2 2026 Jul 24, 2026
Tradewinds, LLC. History No change 33,014 6,241 1.4% 1.4% 76 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 56,903 6,084 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 03, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 50,900 5,442 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 50,034 5,350 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 49,950 5,341 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 47,660 5,076 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
Norris Financial Group, LLC History No change 46,621 4,985 1.98% 1.98% 82 0 0.0% Q2 2026 Aug 05, 2026
180 WEALTH ADVISORS, LLC History No change 46,048 4,923 0.49% 0.49% 83 0 0.0% Q2 2026 Jul 07, 2026
STIFEL FINANCIAL CORP History No change 45,462 4,861 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 42,581 4,553 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 42,464 4,540 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 42,065 4,498 0.14% 0.14% 87 0 0.0% Q2 2026 Aug 05, 2026
Amitell Capital Pte Ltd History No change 41,755 4,464 4.08% 4.08% 88 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History No change 41,480 4,435 0.13% 0.13% 89 0 0.0% Q2 2026 Jul 07, 2026
SIG BROKERAGE, LP History No change 40,500 4,330 0.08% 0.08% 90 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 40,496 4,330 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
TCP Asset Management, LLC History No change 39,801 4,255 0.48% 0.48% 92 0 0.0% Q2 2026 Jul 15, 2026
SCOTIA CAPITAL INC. History No change 39,324 4,204 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 11, 2026
Greenline Partners, LLC History No change 39,099 4,180 0.43% 0.43% 94 0 0.0% Q2 2026 Aug 14, 2026
ARS Investment Partners, LLC History No change 38,620 4,129 0.18% 0.18% 95 0 0.0% Q2 2026 Jul 09, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 38,500 4,116 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 38,450 4,111 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 34,677 3,707 0.29% 0.29% 98 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 34,558 3,695 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Arch Global Advisors, LLC History No change 34,195 3,656 1.62% 1.62% 100 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 33,489 3,580 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 13, 2026
HERBST GROUP, LLC History No change 33,315 3,562 1.94% 1.94% 102 0 0.0% Q2 2026 Jul 09, 2026
XTX Topco Ltd History No change 33,239 3,554 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 32,682 3,494 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Advisors, LLC History No change 32,102 3,432 0.88% 0.88% 105 0 0.0% Q2 2026 Aug 06, 2026
Baker Avenue Asset Management, LP History No change 31,805 3,400 0.06% 0.06% 106 0 0.0% Q2 2026 Jul 28, 2026
TD Waterhouse Canada Inc. History No change 32,400 3,375 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 27, 2026
Fullerton Fund Management Co Ltd. History No change 31,500 3,368 0.22% 0.22% 108 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 31,438 3,361 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 13, 2026
Silver Coast Investments LLC History No change 31,216 3,337 0.99% 0.99% 110 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 30,964 3,310 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
Capital Wealth Planning, LLC History No change 30,220 3,231 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
Advocate Investing Services LLC History No change 30,220 3,231 2.49% 2.49% 113 0 0.0% Q2 2026 Jul 28, 2026
OneDigital Investment Advisors LLC History No change 28,808 3,080 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 06, 2026
Bienville Capital Management, LLC History No change 28,493 3,046 0.41% 0.41% 115 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 29,293 3,033 0.02% 0.02% 116 +4,280 17.11% Q3 2026 Oct 08, 2026
Compagnie Lombard Odier SCmA History No change 28,075 3,002 0.03% 0.03% 117 0 0.0% Q2 2026 Jul 29, 2026
CUMBERLAND ADVISORS INC History No change 28,065 3,000 1.06% 1.06% 118 0 0.0% Q2 2026 Jul 21, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 27,000 2,887 1.34% 1.34% 119 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 26,437 2,826 0.14% 0.14% 120 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 26,338 2,816 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 25,772 2,755 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 04, 2026
Dayah Capital LLC History No change 25,600 2,737 0.92% 0.92% 123 0 0.0% Q2 2026 Aug 14, 2026
RPg Family Wealth Advisory, LLC History No change 25,343 2,709 0.56% 0.56% 124 0 0.0% Q2 2026 Aug 04, 2026
Point Nemo Capital, LLC History No change 24,779 2,649 1.34% 1.34% 125 0 0.0% Q2 2026 Aug 07, 2026
Pekin Hardy Strauss, Inc. History No change 24,613 2,631 0.23% 0.23% 126 0 0.0% Q2 2026 Jul 30, 2026
Risk Paradigm Group, LLC History No change 24,383 2,607 2.04% 2.04% 127 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 24,362 2,605 0.1% 0.1% 128 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 23,544 2,517 0.74% 0.74% 129 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD SECURITIES, INC. History No change 23,187 2,479 0.14% 0.14% 130 0 0.0% Q2 2026 Jul 15, 2026
PINNACLE ASSOCIATES LTD History No change 23,091 2,469 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 03, 2026
Clarus Wealth Advisors History No change 24,131 2,459 0.95% 0.95% 132 0 0.0% Q2 2026 Jul 09, 2026
Mariner, LLC History No change 22,565 2,412 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 22,244 2,378 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 14, 2026
AVALON CAPITAL MANAGEMENT History No change 20,960 2,241 0.53% 0.53% 135 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 20,831 2,227 0.04% 0.04% 136 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 20,220 2,162 0.04% 0.04% 137 0 0.0% Q2 2026 Jul 15, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 20,696 2,143 0.55% 0.71% 138 -4,810 -18.86% Q3 2026 Oct 06, 2026
MML INVESTORS SERVICES, LLC History No change 19,698 2,106 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 19,652 2,101 0.05% 0.05% 140 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 19,286 2,062 0.03% 0.03% 141 0 0.0% Q2 2026 Jul 31, 2026
LANE BROTHERS & CO INC History No change 18,995 2,031 1.33% 1.33% 142 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 18,894 2,020 0.05% 0.05% 143 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 18,564 1,985 0.02% 0.02% 144 0 0.0% Q2 2026 Jul 28, 2026
SHAKER INVESTMENTS LLC/OH History No change 18,165 1,942 0.7% 0.7% 145 0 0.0% Q2 2026 Jul 15, 2026
Darwin Wealth Management, LLC History No change 18,039 1,928 0.53% 0.53% 146 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 18,039 1,928 0.03% 0.03% 147 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 17,824 1,905 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 12, 2026
Capital Wealth Alliance, LLC History No change 17,426 1,863 0.86% 0.86% 149 0 0.0% Q2 2026 Jul 31, 2026
Heartwood Wealth Advisors LLC History Added to 17,064 1,767 0.14% 0.14% 150 +152 0.9% Q3 2026 Oct 05, 2026
Woodline Partners LP History No change 16,331 1,746 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 16,172 1,729 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 27, 2026
SG Americas Securities, LLC History No change 14,877 1,591 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 07, 2026
Vermillion Wealth Management, Inc. History No change 14,869 1,589 0.37% 0.37% 154 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 14,835 1,586 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 05, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 14,200 1,518 1.06% 1.06% 156 0 0.0% Q2 2026 Jul 21, 2026
Bank of New York Mellon Corp History No change 13,956 1,492 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 06, 2026
GUIDANCE CAPITAL, INC History No change 14,983 1,483 0.32% 0.32% 158 0 0.0% Q2 2026 Jul 20, 2026
Pettinga Financial Advisors LLC History No change 13,474 1,440 0.23% 0.23% 159 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 13,450 1,438 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History No change 13,430 1,436 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 05, 2026
Ciovacco Capital Management LLC History No change 13,122 1,403 0.62% 0.62% 162 0 0.0% Q2 2026 Aug 07, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 12,734 1,361 0.65% 0.65% 163 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 12,726 1,360 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 12,698 1,357 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 12,688 1,356 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 12,587 1,345 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 17, 2026
E&G Advisors, LLC History No change 12,548 1,341 0.26% 0.26% 168 0 0.0% Q2 2026 Jul 23, 2026
Visionary Wealth Advisors History No change 12,435 1,329 0.05% 0.05% 169 0 0.0% Q2 2026 Aug 13, 2026
McMill Wealth Management History No change 23,006 1,326 0.32% 0.32% 170 0 0.0% Q2 2026 Aug 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 12,227 1,301 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 12,055 1,289 0.04% 0.04% 172 0 0.0% Q2 2026 Aug 14, 2026
Black Maple Capital Management LP History No change 12,000 1,283 0.73% 0.73% 173 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 11,796 1,261 0.05% 0.05% 174 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 11,664 1,247 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 11,213 1,199 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 17, 2026
Logan Stone Capital, LLC History No change 11,217 1,199 0.25% 0.25% 177 0 0.0% Q2 2026 Aug 14, 2026
Bright Futures Wealth Management, LLC. History No change 11,185 1,195 0.77% 0.77% 178 0 0.0% Q2 2026 Jul 24, 2026
Y.D. More Investments Ltd History No change 11,000 1,176 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 10,959 1,172 0.05% 0.05% 180 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 10,790 1,153 0.48% 0.48% 181 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 10,713 1,145 0.14% 0.14% 182 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,698 1,143 0.01% 0.01% 183 0 0.0% Q2 2026 Sep 23, 2026
Verition Fund Management LLC History No change 10,600 1,133 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 10,543 1,127 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 10,215 1,092 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
Fox Hill Wealth Management History No change 10,087 1,078 0.43% 0.43% 187 0 0.0% Q2 2026 Aug 18, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 10,059 1,075 0.03% 0.03% 188 0 0.0% Q2 2026 Jul 31, 2026
Daiwa Securities Group Inc. History No change 9,980 1,067 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 31, 2026
BOS Asset Management, LLC History Reduced 10,273 1,063 0.25% 0.35% 190 -3,915 -27.59% Q3 2026 Oct 09, 2026
Fermata Advisors, LLC History No change 9,803 1,048 0.21% 0.21% 191 0 0.0% Q2 2026 Jul 07, 2026
Quantinno Capital Management LP History No change 9,726 1,040 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Investment Management Trust, LLC History No change 9,703 1,037 0.93% 0.93% 193 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 9,673 1,034 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 9,570 1,023 0.13% 0.13% 195 0 0.0% Q2 2026 Jul 30, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 9,363 1,011 0.17% 0.17% 196 0 0.0% Q2 2026 Aug 03, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 9,295 993 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 17, 2026
Ballast Rock Private Wealth LLC History No change 9,225 986 0.46% 0.46% 198 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 8,801 941 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 13, 2026
TWO SIGMA SECURITIES, LLC History No change 8,793 940 0.08% 0.08% 200 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 8,731 933 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 20, 2026
Anson Capital, Inc. History No change 8,665 926 0.6% 0.6% 202 0 0.0% Q2 2026 Jul 29, 2026
Schonfeld Strategic Advisors LLC History No change 8,585 917 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 8,249 882 0.01% 0.01% 204 0 0.0% Q2 2026 Sep 08, 2026
OPPENHEIMER & CO INC History No change 8,066 862 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 03, 2026
Financial Gravity Companies, Inc. History No change 8,009 856 0.14% 0.14% 206 0 0.0% Q2 2026 Aug 05, 2026
Texas Yale Capital Corp. History No change 7,954 850 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 12, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 7,826 836 0.22% 0.22% 208 0 0.0% Q2 2026 Jul 15, 2026
TCTC Holdings, LLC History No change 7,695 822 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 11, 2026
Monument Capital Management History Reduced 7,484 775 0.16% 0.16% 210 -20 -0.27% Q3 2026 Oct 08, 2026
Wealthspire Advisors, LLC History No change 7,089 758 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 7,084 757 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 11, 2026
Stamos Capital Partners, L.P. History No change 7,038 752 0.12% 0.12% 213 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History No change 7,000 748 0.96% 0.96% 214 0 0.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History No change 6,967 744 0.33% 0.33% 215 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 6,950 743 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 6,904 738 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 05, 2026
Belvedere Trading LLC History No change 6,890 736 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 7,104 736 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 6,849 732 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 28, 2026
Quantbot Technologies LP History No change 6,693 715 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 12, 2026
Berman McAleer LLC History No change 6,486 693 0.08% 0.08% 222 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 6,350 679 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 12, 2026
INSIGHT 2811, INC. History No change 6,222 665 0.26% 0.26% 224 0 0.0% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History No change 5,968 638 0.04% 0.04% 225 0 0.0% Q2 2026 Jul 27, 2026
GTS SECURITIES LLC History No change 5,940 635 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 14, 2026
Banco BTG Pactual S.A. History No change 5,900 630 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 5,841 624 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 11, 2026
Clear Trail Advisors, LLC History No change 5,790 619 0.09% 0.09% 229 0 0.0% Q2 2026 Jul 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,768 616 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 24, 2026
IBEX WEALTH ADVISORS History No change 5,743 614 0.05% 0.05% 231 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Management, LLC History No change 5,741 613 0.31% 0.31% 232 0 0.0% Q2 2026 Jul 20, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 5,700 609 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 30, 2026
Pilgrim Partners Asia Pte Ltd History No change 5,650 604 0.26% 0.26% 234 0 0.0% Q2 2026 Jul 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,613 600 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 28, 2026
Columbus Macro, LLC History No change 5,460 583 0.06% 0.06% 236 0 0.0% Q2 2026 Jul 22, 2026
Synergy Asset Management, LLC History No change 5,382 575 0.05% 0.05% 237 0 0.0% Q2 2026 Jul 22, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 5,269 563 0.06% 0.06% 238 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 5,223 558 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 5,026 537 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 5,028 537 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 10, 2026
CREDIT AGRICOLE S A History No change 5,021 536 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 5,005 535 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 4,851 518 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 4,775 510 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 4,741 506 0.04% 0.04% 246 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 4,695 502 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 4,613 493 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 4,601 492 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 04, 2026
Sound Financial Strategies Group, LLC History No change 4,591 490 0.31% 0.31% 250 0 0.0% Q2 2026 Aug 10, 2026
Aster Capital Management (DIFC) Ltd History No change 4,569 488 0.1% 0.1% 251 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 4,554 487 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 17, 2026
Prospera Financial Services Inc History No change 4,558 487 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 15, 2026
PHILADELPHIA TRUST CO History No change 4,521 483 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 4,561 470 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,561 470 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 4,365 466 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 4,357 465 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
HBW ADVISORY SERVICES LLC History No change 4,329 462 0.04% 0.04% 259 0 0.0% Q2 2026 Jul 16, 2026
Venture Visionary Partners LLC History Reduced 4,444 460 0.01% 0.01% 260 -157 -3.41% Q3 2026 Oct 07, 2026
World Investment Advisors History No change 4,218 455 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,204 449 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 4,100 438 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Oxbow Advisors, LLC History No change 4,075 435 0.04% 0.04% 264 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 3,991 426 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 12, 2026
Walkner Condon Financial Advisors LLC History No change 3,959 423 0.05% 0.05% 266 0 0.0% Q2 2026 Jul 27, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 4,065 421 0.3% 0.3% 267 0 0.0% Q3 2026 Oct 09, 2026
Moors & Cabot, Inc. History No change 3,910 418 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 10, 2026
WESPAC Advisors, LLC History No change 3,896 416 0.2% 0.2% 269 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 3,897 416 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 11, 2026
J. Safra Sarasin Holding AG History No change 3,867 413 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 3,757 401 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 3,724 398 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 3,638 389 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 24, 2026
Riggs Asset Managment Co. Inc. History No change 3,558 380 0.07% 0.07% 275 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,542 378 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
AMICA MUTUAL INSURANCE CO History No change 3,441 368 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 05, 2026
Evernest Financial Advisors, LLC History No change 3,408 364 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 3,373 360 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 3,346 354 0.23% 0.23% 280 0 0.0% Q2 2026 Jul 06, 2026
Quarry LP History No change 3,317 354 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 3,300 352 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 3,151 336 0.01% 0.01% 283 0 0.0% Q2 2026 Jul 22, 2026
Csenge Advisory Group History No change 3,151 336 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 3,016 322 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 09, 2026
Aviance Capital Partners, LLC History No change 3,000 320 0.03% 0.03% 286 0 0.0% Q2 2026 Jul 30, 2026
Next Capital Management LLC History No change 2,975 318 0.09% 0.09% 287 0 0.0% Q2 2026 Aug 03, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,950 315 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 14, 2026
Keudell/Morrison Wealth Management History No change 2,935 313 0.06% 0.06% 289 0 0.0% Q2 2026 Jul 15, 2026
Baird Financial Group, Inc. History No change 2,880 307 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 2,875 307 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
Citizens National Bank Trust Department History No change 2,855 305 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 22, 2026
Brookstone Capital Management History No change 2,810 300 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 15, 2026
Astoria Portfolio Advisors LLC. History No change 2,801 299 0.05% 0.05% 294 0 0.0% Q2 2026 Jul 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,780 297 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 23, 2026
SP Asset Management LLC History No change 2,752 294 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 04, 2026
Second Half Financial Partners, LLC History No change 2,708 289 0.12% 0.12% 297 0 0.0% Q2 2026 Jul 16, 2026
Choate Investment Advisors History No change 2,646 282 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 11, 2026
Crescent Grove Advisors, LLC History No change 2,630 281 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 2,611 279 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 2,502 267 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 21, 2026
BANQUE PICTET & CIE SA History No change 2,500 267 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 24, 2026
Massar Capital Management, LP History No change 2,498 267 0.03% 0.03% 303 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 2,490 266 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,483 265 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 14, 2026
CHOREO, LLC History No change 2,482 265 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 2,478 264 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 23, 2026
Apella Capital, LLC History Added to 2,493 261 0.0% 0.0% 309 +1 0.04% Q3 2026 Oct 08, 2026
Pinnacle Family Advisors, LLC History No change 2,450 261 0.11% 0.11% 308 0 0.0% Q2 2026 Aug 14, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,428 259 0.03% 0.03% 310 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 2,420 258 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 13, 2026
Mizuho Markets Cayman LP History No change 2,408 257 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,376 254 0.03% 0.03% 313 0 0.0% Q2 2026 Aug 12, 2026
IPG Investment Advisors LLC History No change 2,368 253 0.04% 0.04% 314 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 2,363 252 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 2,325 248 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 2,311 247 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 18, 2026
Midwest Trust Co History No change 2,300 245 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Wealth, LLC History No change 2,283 244 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 2,234 238 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 04, 2026
Auour Investments LLC History No change 2,192 234 0.07% 0.07% 321 0 0.0% Q2 2026 Jul 21, 2026
Forefront Wealth Partners, LLC History No change 2,190 234 0.07% 0.07% 322 0 0.0% Q2 2026 Aug 20, 2026
Prime Capital Investment Advisors, LLC History No change 2,182 233 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,172 232 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 21, 2026
Schneider Downs Wealth Management Advisors, LP History No change 2,176 232 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 2,178 232 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 10, 2026
Nelson Capital Management, LLC History No change 2,163 231 0.03% 0.03% 327 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 2,144 229 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 22, 2026
Apollon Wealth Management, LLC History No change 2,128 227 0.0% 0.0% 329 0 0.0% Q2 2026 Jul 22, 2026
NTV ASSET MANAGEMENT LLC History No change 2,100 224 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 05, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 2,070 221 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 28, 2026
Peregrine Asset Advisers, Inc. History No change 2,068 221 0.05% 0.05% 332 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 2,074 221 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 04, 2026
PFG Investments, LLC History No change 2,074 221 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 2,029 216 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,025 216 0.02% 0.02% 336 0 0.0% Q2 2026 Jul 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,012 215 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 2,000 214 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 14, 2026
Allegheny Financial Group History No change 2,000 213 0.02% 0.02% 339 0 0.0% Q2 2026 Jul 22, 2026
Larry Mathis Financial Planning, LLC History No change 1,979 211 0.16% 0.16% 340 0 0.0% Q2 2026 Jul 24, 2026
Ardent Capital Management, Inc. History No change 1,970 210 0.09% 0.09% 341 0 0.0% Q2 2026 Jul 20, 2026
Private Advisory Group LLC History No change 1,956 209 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 06, 2026
Rathbones Group PLC History No change 1,944 207 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 23, 2026
Grandview Asset Management LLC History No change 1,941 207 0.05% 0.05% 344 0 0.0% Q2 2026 Jul 24, 2026
HANOVER ADVISORS INC History No change 1,917 204 0.07% 0.07% 345 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 1,914 204 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 2,579 203 0.16% 0.16% 347 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 1,890 202 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 05, 2026
Harvest Investment Services, LLC History No change 1,875 200 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 1,828 195 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 1,819 194 0.04% 0.04% 351 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 1,806 193 0.04% 0.04% 352 0 0.0% Q2 2026 Aug 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 1,800 191 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 1,793 191 0.07% 0.07% 354 0 0.0% Q2 2026 Aug 12, 2026
Operose Advisors LLC History No change 1,779 190 0.04% 0.04% 355 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 1,691 180 0.01% 0.01% 356 0 0.0% Q2 2026 Sep 04, 2026
CoreCap Advisors, LLC History Reduced 1,706 176 0.01% 0.01% 357 -230 -11.88% Q3 2026 Oct 08, 2026
BOKF, NA History No change 1,529 163 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 1,521 162 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 15, 2026
CULLEN/FROST BANKERS, INC. History No change 1,483 158 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1,403 149 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History New 1,406 145 0.08% — 362 +1,406 New Q3 2026 Oct 09, 2026
US BANCORP \DE\ History No change 1,262 134 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,251 133 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,198 128 0.03% 0.03% 365 0 0.0% Q2 2026 Jul 08, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,197 127 0.06% 0.06% 366 0 0.0% Q2 2026 Aug 04, 2026
Ancora Advisors LLC History No change 1,107 118 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 1,095 117 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,087 112 0.01% 0.01% 369 0 0.0% Q3 2026 Oct 09, 2026
Turim 21 Investimentos Ltda. History No change 1,036 110 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History No change 875 93 0.01% 0.01% 371 0 0.0% Q2 2026 Jul 30, 2026
GeoWealth Management, LLC History No change 818 87 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 30, 2026
ASSETMARK, INC History No change 797 85 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO History No change 788 83 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Added to 775 80 0.0% 0.0% 375 +150 24.0% Q3 2026 Oct 02, 2026
AlphaCore Capital LLC History No change 721 77 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 06, 2026
Quintet Private Bank (Europe) S.A. History No change 750 77 0.0% 0.0% 377 0 0.0% Q3 2026 Oct 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 679 72 0.04% 0.04% 378 0 0.0% Q2 2026 Jul 21, 2026
Union Bancaire Privee, UBP SA History No change 650 69 0.0% 0.0% 379 0 0.0% Q2 2026 Jul 16, 2026
Private Wealth Management Group, LLC History No change 640 68 0.02% 0.02% 380 0 0.0% Q2 2026 Jul 27, 2026
WORMSER FRERES GESTION History No change 638 66 0.04% 0.04% 381 0 0.0% Q2 2026 Jul 16, 2026
Rossby Financial, LCC History No change 579 61 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 568 60 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 545 58 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 13, 2026
Geneos Wealth Management Inc. History No change 513 54 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 06, 2026
Wellington Shields & Co., LLC History No change 500 53 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History No change 500 53 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 513 53 0.01% 0.02% 388 0 0.0% Q3 2026 Oct 07, 2026
HUNTINGTON NATIONAL BANK History No change 482 51 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 485 51 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 06, 2026
Axiom Investment Management LLC History No change 475 50 0.03% 0.03% 391 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Asset Management, LLC History No change 450 48 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 426 43 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 400 42 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 13, 2026
Strive Financial Group ,LLC History No change 378 40 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 355 37 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 29, 2026
St. Johns Investment Management Company, LLC History No change 323 34 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 315 33 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 14, 2026
Decker Retirement Planning Inc. History No change 300 32 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History Reduced 300 31 0.0% 0.0% 400 -100 -25.0% Q3 2026 Oct 08, 2026
Covestor Ltd History No change 293 31 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 288 30 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 257 27 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 251 26 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 233 24 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 206 22 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 206 22 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 215 22 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 03, 2026
FRANKLIN RESOURCES INC History No change 201 21 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 191 20 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 178 19 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 03, 2026
Wilmington Savings Fund Society, FSB History No change 163 17 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 163 17 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 07, 2026
PlanVest Financial, Inc History No change 149 15 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 132 14 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 10, 2026
Financial Life Planners History No change 138 14 0.01% 0.01% 416 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History No change 144 14 0.01% 0.01% 417 0 0.0% Q3 2026 Oct 01, 2026
Institute for Wealth Management, LLC. History No change 129 13 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 130 13 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 03, 2026
Ankerstar Wealth, LLC History No change 125 13 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 13, 2026
Catherine Avery Investment Management LLC History No change 130 13 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 27, 2026
Advisors Preferred, LLC History No change 112 11 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 11, 2026
Bangor Savings Bank History No change 100 10 0.0% 0.0% 423 0 0.0% Q3 2026 Oct 06, 2026
Strategic Wealth Partners, Ltd. History No change 100 10 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 12, 2026
Strengthening Families & Communities, LLC History No change 100 10 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 101 10 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 100 10 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 22, 2026
Principia Wealth Advisory, LLC History No change 101 10 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 26, 2026
Capital Analysts, LLC History No change 85 9 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 82 8 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 22, 2026
MACQUARIE GROUP LTD History No change 74 7 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 66 7 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 06, 2026
JDM Financial Group LLC History No change 66 7 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 60 6 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 57 6 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 07, 2026
Integrity Financial Corp /WA History No change 58 6 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 31, 2026
Caitlin John, LLC History No change 61 6 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 17, 2026
Asset Dedication, LLC History No change 52 5 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 30, 2026
LMR Partners LLP History No change 50 5 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 52 5 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 11, 2026
Ascentis Wealth Management, LLC History No change 54 5 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 39 4 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 42 4 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 05, 2026
Atomic Invest LLC History No change 45 4 0.0% 0.0% 444 0 0.0% Q2 2026 Sep 25, 2026
SALEM INVESTMENT COUNSELORS INC History No change 36 3 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 14, 2026
Horizon Investments, LLC History No change 29 3 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 30 3 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 03, 2026
Concord Wealth Partners History No change 36 3 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 27, 2026
WealthCollab, LLC History No change 33 3 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 30 3 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 30 3 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 24 2 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 04, 2026
Arlington Trust Co LLC History No change 20 2 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 07, 2026
VIMA LLC History No change 23 2 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 13 1 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 15 1 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 10, 2026
FAS Wealth Partners, Inc. History No change 10 1 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL CONSULATE, INC History No change 17 1 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 23, 2026
High Note Wealth, LLC History No change 18 1 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 10 1 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 15 1 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 11 1 0.0% 0.0% 462 0 0.0% Q3 2026 Oct 05, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 — 1.8% — -81,760 -100.0% Q3 2026 Oct 09, 2026
Whalen Wealth Management Inc. History Closed out 0 0 — 0.81% — -16,813 -100.0% Q3 2026 Oct 08, 2026
First Heartland Consultants, Inc. History Closed out 0 0 — 0.1% — -13,767 -100.0% Q3 2026 Oct 08, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.01% — -2,003 -100.0% Q3 2026 Oct 09, 2026
Banque Cantonale Vaudoise History No change 301 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Financial Corp History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Imprint Wealth LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 20, 2026