SPDR SERIES TRUST - XNTK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Auto-Owners Insurance Co | History | No change | 1,456,600 | 371,840 | 7.79% | 8.5% | 1 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 287,423 | 73,373 | 0.02% | 0.02% | 2 | +33,170 | 13.05% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 205,186 | 52,379 | 0.01% | 0.01% | 3 | +11,776 | 6.09% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 144,560 | 36,903 | 0.0% | 0.0% | 4 | -13,770 | -8.7% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 106,824 | 27,270 | 0.59% | 0.08% | 5 | +93,433 | 697.73% | Q1 2026 | May 07, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 105,050 | 26,817 | 4.73% | 5.05% | 6 | +5,950 | 6.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 94,501 | 24,124 | 0.01% | 0.01% | 7 | +26,007 | 37.97% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 77,150 | 19,694 | 0.0% | 0.0% | 8 | -2,339 | -2.94% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 56,054 | 14,301 | 0.0% | 0.0% | 9 | +3,559 | 6.78% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Added to | 55,614 | 14,197 | 2.77% | 2.49% | 10 | +8,902 | 19.06% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Reduced | 52,461 | 13,392 | 0.0% | 0.0% | 11 | -22,599 | -30.11% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 49,688 | 12,684 | 0.0% | 0.0% | 12 | +7,618 | 18.11% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 46,032 | 11,751 | 0.06% | 0.0% | 13 | +45,183 | 5321.91% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 44,511 | 11,362 | 0.0% | 0.0% | 14 | -5,717 | -11.38% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 44,422 | 11,340 | 0.02% | 0.01% | 15 | +12,411 | 38.77% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 38,269 | 9,769 | 0.05% | 0.06% | 16 | -5,277 | -12.12% | Q1 2026 | Apr 24, 2026 |
| Prostatis Group LLC | History | Added to | 37,438 | 9,557 | 2.45% | 2.2% | 17 | +4,285 | 12.92% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,006 | 7,660 | 0.0% | 0.0% | 18 | +3,414 | 12.84% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,292 | 7,222 | 0.02% | 0.02% | 19 | +428 | 1.54% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | New | 264,517 | 6,607 | 1.89% | — | 20 | +264,517 | New | Q1 2026 | May 01, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 24,013 | 6,130 | 1.43% | 1.41% | 21 | +3,190 | 15.32% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 25,072 | 6,121 | 0.22% | 0.2% | 22 | +5,857 | 30.48% | Q1 2026 | May 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 22,009 | 5,618 | 3.38% | 3.08% | 23 | +4,435 | 25.24% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 20,000 | 5,105 | 0.0% | 0.0% | 24 | +10,000 | 100.0% | Q1 2026 | May 12, 2026 |
| McMill Wealth Management | History | New | 181,247 | 4,643 | 1.23% | — | 25 | +181,247 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,112 | 3,857 | 0.0% | 0.0% | 26 | -30 | -0.2% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | New | 14,802 | 3,778 | 0.05% | — | 27 | +14,802 | New | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,705 | 3,753 | 0.17% | 0.22% | 28 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 15,231 | 3,718 | 0.11% | 0.13% | 29 | -100 | -0.65% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 13,951 | 3,561 | 0.0% | — | 30 | +13,951 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,555 | 3,205 | 0.0% | 0.0% | 31 | -106 | -0.84% | Q1 2026 | May 05, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 12,327 | 3,146 | 1.3% | 1.32% | 32 | +204 | 1.68% | Q1 2026 | Apr 22, 2026 |
| KPP Advisory Services LLC | History | Added to | 11,612 | 2,964 | 0.43% | 0.45% | 33 | +546 | 4.93% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Group, LLC | History | Added to | 11,342 | 2,895 | 1.35% | 1.43% | 34 | +590 | 5.49% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 11,257 | 2,873 | 0.01% | — | 35 | +11,257 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | New | 10,500 | 2,680 | 0.02% | — | 36 | +10,500 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,203 | 2,604 | 0.0% | 0.0% | 37 | +4,075 | 66.5% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,444 | 2,410 | 0.0% | 0.0% | 38 | +7,895 | 509.68% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,162 | 2,338 | 0.0% | 0.0% | 39 | +7,895 | 623.13% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,031 | 2,305 | 0.0% | 0.0% | 40 | +475 | 5.55% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 8,369 | 2,136 | 0.0% | — | 41 | +8,369 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,366 | 2,086 | 0.0% | 0.0% | 42 | +3,179 | 61.29% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,883 | 2,013 | 0.0% | 0.0% | 43 | -814 | -9.36% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,449 | 1,901 | 0.04% | 0.04% | 44 | +41 | 0.55% | Q1 2026 | May 01, 2026 |
| Geneva Partners, LLC | History | Reduced | 7,441 | 1,899 | 0.91% | 0.82% | 45 | -798 | -9.69% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,187 | 1,835 | 0.0% | 0.0% | 46 | -607 | -7.79% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,817 | 1,740 | 0.11% | 0.13% | 47 | -214 | -3.04% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,698 | 1,709 | 0.0% | 0.0% | 48 | +1,049 | 18.57% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,214 | 1,586 | 0.04% | 0.04% | 49 | +477 | 8.31% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 6,118 | 1,561 | 0.0% | 0.0% | 50 | +2,211 | 56.59% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 6,011 | 1,535 | 0.02% | 0.02% | 51 | -50 | -0.82% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,110 | 1,304 | 0.14% | 0.15% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,950 | 1,263 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,728 | 1,206 | 0.0% | 0.0% | 54 | +492 | 11.61% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,685 | 1,195 | 0.0% | 0.0% | 55 | -241 | -4.89% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,676 | 1,193 | 0.01% | 0.01% | 56 | +5 | 0.11% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,231 | 1,080 | 0.0% | 0.0% | 57 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,113 | 1,050 | 0.02% | 0.02% | 58 | +218 | 5.6% | Q1 2026 | May 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,861 | 985 | 0.0% | 0.0% | 59 | +473 | 13.96% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,840 | 980 | 0.0% | 0.0% | 60 | +548 | 16.65% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,804 | 971 | 0.02% | 0.02% | 61 | +513 | 15.59% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,687 | 941 | 0.11% | 0.13% | 62 | -266 | -6.73% | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 3,684 | 940 | 0.34% | 0.38% | 63 | -86 | -2.28% | Q1 2026 | May 14, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 3,668 | 936 | 0.09% | 0.09% | 64 | +289 | 8.55% | Q1 2026 | Apr 02, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,562 | 909 | 0.47% | 0.46% | 65 | +359 | 11.21% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 3,504 | 894 | 0.0% | 0.0% | 66 | +1,051 | 42.85% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Added to | 3,445 | 879 | 0.12% | 0.12% | 67 | +365 | 11.85% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | New | 3,430 | 875 | 0.26% | — | 68 | +3,430 | New | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,332 | 851 | 0.01% | 0.01% | 69 | +901 | 37.06% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,166 | 808 | 0.0% | 0.0% | 70 | +113 | 3.7% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 3,043 | 776 | 0.0% | 0.0% | 71 | -2,796 | -47.88% | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 2,935 | 749 | 0.02% | — | 72 | +2,935 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,742 | 700 | 0.0% | 0.0% | 73 | +131 | 5.02% | Q1 2026 | May 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,702 | 689 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 2,546 | 679 | 0.48% | 0.65% | 75 | -1,036 | -28.92% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,451 | 625 | 0.0% | — | 76 | +2,451 | New | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,242 | 623 | 0.0% | 0.0% | 77 | +1,099 | 96.15% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 2,342 | 597 | 0.27% | 0.31% | 78 | -260 | -9.99% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 2,297 | 586 | 0.0% | 0.0% | 79 | +1,123 | 95.66% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 2,223 | 567 | 0.0% | 0.0% | 80 | +195 | 9.62% | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 2,214 | 565 | 0.15% | 0.15% | 81 | +70 | 3.26% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | No change | 2,205 | 562 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Midwest Trust Co | History | No change | 2,200 | 561 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,164 | 552 | 0.0% | 0.0% | 84 | -22 | -1.01% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,034 | 519 | 0.01% | 0.01% | 85 | +168 | 9.0% | Q1 2026 | May 15, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 3,906 | 519 | 0.06% | 0.07% | 86 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | Added to | 2,004 | 511 | 0.0% | 0.0% | 87 | +250 | 14.25% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | New | 1,987 | 507 | 0.0% | — | 89 | +1,987 | New | Q1 2026 | May 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 1,986 | 507 | 0.06% | 0.06% | 88 | -8 | -0.4% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,960 | 500 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avestar Capital, LLC | History | No change | 1,919 | 489 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RCW Management, LLC | History | No change | 1,915 | 488 | 0.5% | 0.54% | 92 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | No change | 1,905 | 486 | 0.03% | 0.04% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,900 | 485 | 0.12% | 0.13% | 94 | -25 | -1.3% | Q1 2026 | Apr 03, 2026 |
| Belvedere Trading LLC | History | Added to | 1,814 | 463 | 0.0% | 0.0% | 95 | +714 | 64.91% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,816 | 463 | 0.0% | 0.0% | 96 | +50 | 2.83% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | No change | 1,651 | 421 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,707 | 416 | 0.0% | 0.0% | 98 | +89 | 5.5% | Q1 2026 | May 13, 2026 |
| Apeiron RIA LLC | History | No change | 1,632 | 416 | 0.1% | 0.09% | 99 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,559 | 405 | 0.0% | 0.0% | 100 | -245 | -13.58% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,536 | 392 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 1,534 | 391 | 0.09% | 0.08% | 102 | +404 | 35.75% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Reduced | 1,455 | 371 | 0.0% | 0.0% | 103 | -425 | -22.61% | Q1 2026 | May 11, 2026 |
| LWM ADVISORS INC | History | No change | 1,434 | 366 | 0.32% | 0.35% | 104 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,350 | 344 | 0.08% | 0.09% | 105 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,339 | 341 | 0.0% | 0.01% | 106 | -56 | -4.01% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 1,304 | 332 | 0.05% | 0.05% | 107 | +166 | 14.59% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,290 | 329 | 0.0% | 0.0% | 108 | +134 | 11.59% | Q1 2026 | May 15, 2026 |
| REDW Wealth LLC | History | No change | 1,277 | 325 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,124 | 312 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 1,221 | 311 | 0.1% | 0.12% | 111 | -36 | -2.86% | Q1 2026 | May 04, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 1,204 | 307 | 0.05% | 0.03% | 113 | +455 | 60.75% | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | Added to | 1,206 | 307 | 0.02% | 0.02% | 112 | +1 | 0.08% | Q1 2026 | May 13, 2026 |
| Aries Wealth Management | History | No change | 1,200 | 306 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 1,192 | 304 | 0.0% | 0.0% | 115 | -104 | -8.02% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 957 | 298 | 0.06% | 0.17% | 116 | -1,757 | -64.74% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Reduced | 1,159 | 295 | 0.01% | 0.01% | 117 | -161 | -12.2% | Q1 2026 | Apr 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 1,155 | 294 | 0.2% | 0.24% | 118 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 1,150 | 293 | 0.04% | 0.05% | 119 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 1,131 | 288 | 0.02% | 0.03% | 120 | -312 | -21.62% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,128 | 288 | 0.0% | 0.0% | 121 | +10 | 0.89% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,130 | 288 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 1,119 | 285 | 0.01% | 0.02% | 123 | -58 | -4.93% | Q1 2026 | May 19, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,116 | 284 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,109 | 283 | 0.09% | 0.1% | 125 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,094 | 279 | 0.0% | 0.0% | 126 | -50 | -4.37% | Q1 2026 | Apr 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 1,088 | 277 | 0.08% | 0.09% | 127 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 1,085 | 276 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,064 | 271 | 0.11% | 0.12% | 129 | -43 | -3.88% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,057 | 269 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,052 | 268 | 0.1% | 0.1% | 131 | +52 | 5.2% | Q1 2026 | Apr 23, 2026 |
| Westmount Partners, LLC | History | No change | 1,033 | 263 | 0.06% | 0.07% | 132 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,023 | 261 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | No change | 1,021 | 260 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elevation Advisory Partners LLC | History | New | 898 | 259 | 0.24% | — | 135 | +898 | New | Q1 2026 | May 08, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 1,000 | 255 | 0.13% | 0.14% | 136 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | No change | 1,000 | 255 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,000 | 255 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | No change | 1,000 | 255 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 1,000 | 255 | 0.16% | 0.18% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 990 | 252 | 0.04% | 0.04% | 141 | -16 | -1.59% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | No change | 960 | 245 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 929 | 237 | 0.0% | 0.0% | 143 | +270 | 40.97% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 915 | 233 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 896 | 228 | 0.0% | 0.0% | 145 | -88 | -8.94% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | No change | 875 | 223 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 804 | 223 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Beacon Financial Advisory LLC | History | No change | 852 | 217 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 843 | 215 | 0.01% | 0.01% | 149 | -273 | -24.46% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 831 | 212 | 0.0% | 0.0% | 150 | -72 | -7.97% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 804 | 205 | 0.0% | 0.0% | 151 | -104 | -11.45% | Q1 2026 | May 15, 2026 |
| Morton Capital Management LLC/CA | History | New | 800 | 204 | 0.03% | — | 153 | +800 | New | Q1 2026 | Apr 21, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 800 | 204 | 0.01% | 0.01% | 152 | -75 | -8.57% | Q1 2026 | Apr 06, 2026 |
| Kaizen Financial Strategies | History | New | 685 | 201 | 0.09% | — | 154 | +685 | New | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 620 | 158 | 0.01% | 0.01% | 155 | -95 | -13.29% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 594 | 154 | 0.0% | 0.0% | 156 | -29 | -4.65% | Q1 2026 | Apr 07, 2026 |
| Activest Wealth Management | History | No change | 602 | 153 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 410 | 104 | 0.0% | 0.01% | 158 | -1,231 | -75.02% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 390 | 99 | 0.01% | 0.01% | 159 | -35 | -8.24% | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Reduced | 386 | 98 | 0.0% | 0.0% | 160 | -35 | -8.31% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 306 | 78 | 0.0% | 0.0% | 162 | +286 | 1430.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 307 | 78 | 0.0% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 300 | 76 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 263 | 73 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 284 | 72 | 0.02% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 245 | 63 | 0.0% | 0.0% | 166 | -210 | -46.15% | Q1 2026 | Apr 06, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 245 | 62 | 0.02% | 0.02% | 167 | -10 | -3.92% | Q1 2026 | Apr 03, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 227 | 57 | 0.0% | — | 169 | +227 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 226 | 57 | 0.0% | — | 168 | +226 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | No change | 200 | 51 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 194 | 49 | 0.0% | 0.0% | 171 | -25 | -11.42% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 172 | 43 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | No change | 170 | 43 | 0.01% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Asset Management, LLC | History | New | 165 | 42 | 0.0% | — | 174 | +165 | New | Q1 2026 | May 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 160 | 40 | 0.01% | — | 175 | +160 | New | Q1 2026 | May 18, 2026 |
| IAG Wealth Partners, LLC | History | No change | 155 | 39 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 146 | 37 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 139 | 35 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| T3 Companies, LLC | History | New | 20,700 | 31 | 0.04% | — | 182 | +20,700 | New | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 123 | 31 | 0.0% | — | 180 | +123 | New | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 122 | 31 | 0.0% | — | 179 | +122 | New | Q1 2026 | Apr 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 122 | 31 | 0.01% | — | 181 | +122 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 105 | 29 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 103 | 26 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 100 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 72 | 18 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 72 | 18 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 70 | 18 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 73 | 18 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 73 | 18 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 66 | 16 | 0.0% | 0.0% | 191 | +15 | 29.41% | Q1 2026 | Apr 23, 2026 |
| Bank of New Hampshire | History | New | 56 | 14 | 0.0% | — | 192 | +56 | New | Q1 2026 | Apr 13, 2026 |
| Capital Advisor Network LLC | History | New | 51 | 13 | 0.02% | — | 193 | +51 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 45 | 11 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 46 | 11 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 16 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 12 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | New | 9 | 2 | 0.0% | — | 200 | +9 | New | Q1 2026 | May 11, 2026 |
| Providence Capital Advisors, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 1.98% | — | -183,652 | -100.0% | Q1 2026 | May 13, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -30,754 | -100.0% | Q1 2026 | May 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -9,322 | -100.0% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,535 | -100.0% | Q1 2026 | May 15, 2026 |
| Teucrium Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -5,702 | -100.0% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -4,045 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,750 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,111 | -100.0% | Q1 2026 | May 14, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -2,599 | -100.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -923 | -100.0% | Q1 2026 | Apr 16, 2026 |
| American State Bank (Iowa) | History | Closed out | 0 | 0 | — | 0.12% | — | -901 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -879 | -100.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -852 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -812 | -100.0% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -791 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -781 | -100.0% | Q1 2026 | May 06, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -723 | -100.0% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -509 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -441 | -100.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -90 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |