SPDR SERIES TRUST - XSD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Added to 243,655 78,359 0.02% 0.02% 1 +11,229 4.83% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 153,372 49,324 0.0% 0.0% 2 -90,661 -37.15% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 28,944 28,944 0.02% 3 +28,944 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 87,459 28,126 0.01% 0.0% 4 +6,494 8.02% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 83,401 26,821 0.0% 0.0% 5 -1,990 -2.33% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 78,094 25,115 0.01% 0.02% 6 +504 0.65% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 59,793 19,229 0.0% 0.0% 7 -22,375 -27.23% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 56,439 18,150 0.0% 0.0% 8 -8,364 -12.91% Q4 2025 Mar 25, 2026
UBS Group AG History Reduced 47,594 15,306 0.0% 0.0% 9 -4,790 -9.14% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 39,894 12,830 0.0% 0.0% 10 -645 -1.59% Q4 2025 Feb 18, 2026
McGuire Investment Group, LLC History Reduced 39,549 12,718 1.36% 1.51% 11 -2,140 -5.13% Q4 2025 Jan 26, 2026
Hobart Private Capital, LLC History Reduced 34,303 11,031 2.15% 2.34% 12 -790 -2.25% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 32,682 10,510 0.01% 0.01% 13 +2,894 9.72% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 32,426 10,433 0.02% 0.01% 14 -1,189 -3.54% Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History Reduced 31,571 10,157 2.91% 2.85% 15 -3 -0.01% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 27,766 8,929 0.31% 0.3% 16 +2,261 8.86% Q4 2025 Jan 13, 2026
FIRST INTERSTATE BANK History Reduced 26,861 8,638 0.46% 0.51% 17 -1,923 -6.68% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 26,400 8,490 0.0% 0.0% 18 +8,301 45.86% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 25,275 8,128 0.0% 0.01% 19 -25,100 -49.83% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Reduced 24,737 7,955 0.02% 0.02% 20 -4,163 -14.4% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 24,717 7,949 0.11% 0.03% 21 +19,033 334.85% Q4 2025 Feb 09, 2026
JMAC ENTERPRISES LLC History Added to 24,330 7,824 1.5% 1.53% 22 +19 0.08% Q4 2025 Jan 21, 2026
CacheTech Inc. History Reduced 24,246 7,797 1.44% 1.68% 23 -1,928 -7.37% Q4 2025 Feb 18, 2026
Adams Wealth Management History Reduced 23,348 7,508 1.6% 1.75% 24 -2,196 -8.6% Q4 2025 Feb 18, 2026
Janney Montgomery Scott LLC History Reduced 22,722 7,308 0.02% 0.02% 25 -1,820 -7.42% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 22,506 7,237 0.0% 0.0% 26 -44,547 -66.44% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 21,866 7,032 0.0% 0.0% 27 +8,589 64.69% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 21,575 6,939 0.01% 0.01% 28 +2,817 15.02% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 19,330 6,216 0.01% 0.01% 29 -1,447 -6.96% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 18,279 5,878 0.0% 0.0% 30 -4,200 -18.68% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 16,117 5,183 0.0% 31 +16,117 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 15,260 4,908 0.01% 0.01% 32 +824 5.71% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 14,512 4,667 0.01% 0.01% 33 -5 -0.03% Q4 2025 Feb 06, 2026
VICUS CAPITAL History Added to 13,814 4,442 0.33% 0.3% 34 +1,667 13.72% Q4 2025 Jan 22, 2026
Mariner, LLC History Added to 11,356 3,651 0.0% 0.0% 35 +4,107 56.66% Q4 2025 Feb 13, 2026
Beaumont Asset Management, L.L.C. History Reduced 11,329 3,643 1.82% 1.82% 36 -8 -0.07% Q4 2025 Jan 21, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 11,056 3,555 0.2% 0.23% 37 -601 -5.16% Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Reduced 9,832 3,162 0.0% 0.0% 38 -516 -4.99% Q4 2025 Feb 02, 2026
Dale Q Rice Investment Management Ltd History Reduced 9,469 3,045 2.18% 2.31% 39 -193 -2.0% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Reduced 8,441 2,714 0.0% 0.0% 40 -235 -2.71% Q4 2025 Feb 13, 2026
HARBOR ADVISORY CORP /MA/ History No change 7,548 2,427 0.73% 0.71% 41 0 0.0% Q4 2025 Feb 06, 2026
Yarbrough Capital, LLC History Reduced 7,096 2,282 0.07% 0.1% 42 -3,402 -32.41% Q4 2025 Jan 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,600 2,122 0.0% 0.0% 43 +2,614 65.58% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 6,276 2,018 0.0% 0.0% 44 +2,029 47.77% Q4 2025 Feb 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 6,270 2,016 0.05% 0.05% 45 -337 -5.1% Q4 2025 Feb 03, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,617 1,806 0.26% 0.26% 46 0 0.0% Q4 2025 Jan 14, 2026
Sharper & Granite LLC History Reduced 5,405 1,738 0.61% 0.63% 47 -94 -1.71% Q4 2025 Jan 27, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 5,210 1,675 0.06% 0.06% 48 -376 -6.73% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 5,109 1,643 0.01% 0.01% 49 +827 19.31% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 4,622 1,486 0.01% 0.01% 50 -1,367 -22.83% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Added to 4,035 1,425 0.04% 0.04% 51 +1 0.02% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Reduced 4,297 1,381 0.01% 0.01% 52 -797 -15.65% Q4 2025 Jan 26, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 4,151 1,334 0.19% 0.2% 53 -46 -1.1% Q4 2025 Jan 28, 2026
Apollon Wealth Management, LLC History Added to 4,134 1,329 0.02% 0.02% 54 +2 0.05% Q4 2025 Jan 22, 2026
Jump Financial, LLC History New 4,062 1,306 0.02% 55 +4,062 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 3,952 1,270 0.0% 0.0% 56 -159 -3.87% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,795 1,220 0.0% 0.0% 57 +223 6.24% Q4 2025 Feb 10, 2026
Global Assets Advisory, LLC History Added to 3,751 1,206 0.34% 0.34% 58 +130 3.59% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 3,748 1,205 0.01% 59 +3,748 New Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Added to 3,596 1,156 0.0% 0.0% 60 +30 0.84% Q4 2025 Mar 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,244 1,141 0.0% 0.0% 61 +64 2.01% Q4 2025 Jan 08, 2026
Regent Peak Wealth Advisors LLC History Reduced 3,507 1,127 0.22% 0.23% 62 -19 -0.54% Q4 2025 Jan 08, 2026
FIFTH THIRD SECURITIES, INC. History Added to 3,490 1,122 0.07% 0.07% 63 +108 3.19% Q4 2025 Jan 23, 2026
&PARTNERS History Added to 3,444 1,107 0.01% 0.0% 64 +2,787 424.2% Q4 2025 Feb 17, 2026
Creative Planning History Added to 3,374 1,085 0.0% 0.0% 65 +65 1.96% Q4 2025 Feb 17, 2026
SFI Advisors, LLC History Reduced 3,312 1,065 0.68% 0.73% 66 -294 -8.15% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 3,243 1,042 0.0% 0.0% 67 +1,569 93.73% Q4 2025 Feb 13, 2026
Warner Group LLC History New 3,090 993 0.61% 68 +3,090 New Q4 2025 Feb 06, 2026
Global Financial Private Client, LLC History Reduced 3,070 987 0.35% 0.36% 69 -80 -2.54% Q4 2025 Jan 27, 2026
Prime Capital Investment Advisors, LLC History Added to 3,058 983 0.01% 0.01% 70 +1 0.03% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 2,905 934 0.02% 0.01% 71 +1,561 116.15% Q4 2025 Mar 12, 2026
Kestra Advisory Services, LLC History Reduced 2,755 886 0.0% 0.0% 72 -88 -3.1% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 2,674 859 0.02% 0.03% 73 -450 -14.4% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Added to 2,600 836 0.0% 0.0% 74 +1,700 188.89% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Reduced 2,371 834 0.07% 0.07% 76 -25 -1.04% Q4 2025 Jan 20, 2026
Conservest Capital Advisors, Inc. History No change 2,594 834 0.08% 0.08% 75 0 0.0% Q4 2025 Feb 12, 2026
FRG Family Wealth Advisors LLC History New 2,590 832 0.13% 77 +2,590 New Q4 2025 Jan 21, 2026
Rathbones Group PLC History No change 2,568 825 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Reduced 2,545 818 0.0% 0.0% 79 -4 -0.16% Q4 2025 Feb 11, 2026
Advisory Services Network, LLC History Reduced 2,522 811 0.01% 0.02% 80 -920 -26.73% Q4 2025 Feb 17, 2026
Bawa N Mallick Trust History No change 2,500 804 0.3% 0.3% 81 0 0.0% Q4 2025 Mar 12, 2026
Stratos Wealth Partners, LTD. History Added to 2,447 786 0.01% 0.01% 82 +88 3.73% Q4 2025 Jan 20, 2026
EJMK Ventures LLC History New 2,395 770 0.47% 83 +2,395 New Q4 2025 Mar 03, 2026
Beacon Financial Advisory LLC History Added to 2,336 751 0.17% 0.17% 84 +1 0.04% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 2,160 694 0.0% 0.0% 85 -420 -16.28% Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 2,118 681 0.04% 0.05% 86 -185 -8.03% Q4 2025 Apr 02, 2026
Odyssey Capital Advisors, Inc. History New 2,086 670 0.6% 87 +2,086 New Q4 2025 Feb 05, 2026
ATX Financial Planning, LLC History New 2,062 663 0.51% 88 +2,062 New Q4 2025 Feb 19, 2026
CENTAURUS FINANCIAL, INC. History Reduced 2,028 652 0.03% 0.07% 89 -2,368 -53.87% Q4 2025 Feb 13, 2026
Kaizen Financial Strategies History No change 2,010 646 0.28% 0.3% 90 0 0.0% Q4 2025 Jan 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,000 643 0.01% 0.01% 91 0 0.0% Q4 2025 Feb 10, 2026
M3 Advisory Group, LLC History Added to 1,999 642 0.39% 0.38% 92 +69 3.58% Q4 2025 Jan 16, 2026
CHEMUNG CANAL TRUST CO History No change 1,871 601 0.12% 0.12% 93 0 0.0% Q4 2025 Jan 14, 2026
FLOW TRADERS U.S. LLC History New 1,831 589 0.02% 94 +1,831 New Q4 2025 Feb 13, 2026
AGP FRANKLIN, LLC History Reduced 1,815 583 0.27% 0.29% 95 -50 -2.68% Q4 2025 Jan 28, 2026
Tower Research Capital LLC (TRC) History Reduced 1,800 578 0.01% 0.02% 96 -341 -15.93% Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 1,800 578 0.02% 0.02% 97 -200 -10.0% Q4 2025 Feb 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 1,796 577 0.07% 0.07% 98 -17 -0.94% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History Added to 1,750 562 0.09% 0.1% 100 +1 0.06% Q4 2025 Jan 20, 2026
Manchester Capital Management LLC History No change 1,750 562 0.08% 0.08% 99 0 0.0% Q4 2025 Feb 11, 2026
Biltmore Family Office, LLC History No change 1,650 530 0.07% 0.07% 101 0 0.0% Q4 2025 Feb 04, 2026
BENJAMIN EDWARDS INC History Added to 1,643 529 0.01% 0.01% 102 +1 0.06% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Reduced 1,604 515 0.01% 0.02% 103 -922 -36.5% Q4 2025 Jan 14, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 1,572 505 0.17% 0.16% 104 +88 5.93% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 1,564 502 0.0% 0.0% 105 -48 -2.98% Q4 2025 Jan 30, 2026
Safe Harbor Fiduciary, LLC History New 1,542 495 0.44% 106 +1,542 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 1,538 494 0.01% 0.0% 108 +568 58.56% Q4 2025 Jan 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 1,537 494 0.02% 0.02% 107 +439 39.98% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Reduced 1,483 476 0.0% 0.0% 109 -217 -12.76% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 1,471 473 0.26% 110 +1,471 New Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Added to 1,457 468 0.01% 0.01% 111 +21 1.46% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History New 1,439 463 0.01% 112 +1,439 New Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 1,431 460 0.01% 0.0% 113 +773 117.48% Q4 2025 Jan 29, 2026
Ruggiero Investments, Inc. History New 1,419 456 0.41% 114 +1,419 New Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History No change 1,406 452 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 17, 2026
Stonebridge Financial Planning Group, LLC History Reduced 1,380 443 0.16% 0.17% 116 -60 -4.17% Q4 2025 Feb 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 1,197 437 0.17% 0.16% 117 +84 7.55% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,352 434 0.03% 0.04% 118 0 0.0% Q4 2025 Jan 07, 2026
Keating Financial Advisory Services, Inc. History New 1,275 410 0.06% 119 +1,275 New Q4 2025 Feb 09, 2026
SONATA CAPITAL GROUP INC History Reduced 1,250 402 0.15% 0.21% 120 -500 -28.57% Q4 2025 Jan 26, 2026
Tradewinds, LLC. History Reduced 1,244 400 0.1% 0.1% 121 -58 -4.45% Q4 2025 Feb 13, 2026
FMR LLC History Added to 1,220 392 0.0% 0.0% 122 +311 34.21% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History New 1,216 391 0.02% 123 +1,216 New Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Added to 1,169 376 0.0% 0.0% 124 +73 6.66% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History No change 1,152 370 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,150 369 0.0% 0.0% 126 +2 0.17% Q4 2025 Feb 18, 2026
GUERRA PAN ADVISORS, LLC History Reduced 1,145 368 0.22% 0.23% 127 -73 -5.99% Q4 2025 Jan 13, 2026
Concentrum Wealth Management History No change 1,130 363 0.1% 0.1% 128 0 0.0% Q4 2025 Feb 04, 2026
Kovack Advisors, Inc. History Added to 1,123 361 0.02% 0.03% 129 +26 2.37% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 1,075 346 0.0% 0.0% 130 +7 0.66% Q4 2025 Mar 09, 2026
Ashton Thomas Private Wealth, LLC History No change 1,059 340 0.01% 0.01% 131 0 0.0% Q4 2025 Jan 29, 2026
High Point Wealth Management, LLC History New 1,037 333 0.31% 133 +1,037 New Q4 2025 Jan 29, 2026
Aspen Investment Management Inc History No change 1,034 333 0.1% 0.13% 132 0 0.0% Q4 2025 Feb 06, 2026
OPPENHEIMER & CO INC History Added to 1,026 329 0.0% 0.0% 134 +105 11.4% Q4 2025 Feb 02, 2026
Equitable Holdings, Inc. History New 1,022 328 0.0% 136 +1,022 New Q4 2025 Feb 17, 2026
Coastal Bridge Advisors, LLC History Reduced 1,021 328 0.02% 0.03% 137 -149 -12.74% Q4 2025 Feb 18, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,022 328 0.0% 0.0% 135 +81 8.61% Q4 2025 Feb 17, 2026
Henrickson Nauta Wealth Advisors, Inc. History New 937 326 0.05% 138 +937 New Q4 2025 Jan 07, 2026
WORLD EQUITY GROUP, INC. History Added to 1,012 325 0.09% 0.07% 139 +112 12.44% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 969 311 0.0% 140 +969 New Q4 2025 Feb 05, 2026
Clearwave Capital, LLC History New 950 305 0.23% 144 +950 New Q4 2025 Mar 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 949 305 0.01% 0.01% 142 +5 0.53% Q4 2025 Jan 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 950 305 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 09, 2026
Gateway Wealth Partners, LLC History No change 951 305 0.03% 0.04% 143 0 0.0% Q4 2025 Feb 11, 2026
JERICHO FINANCIAL, LLP History Reduced 927 298 0.18% 0.24% 145 -295 -24.14% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Reduced 922 296 0.0% 0.0% 146 -85 -8.44% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 912 293 0.02% 0.04% 147 -1,038 -53.23% Q4 2025 Feb 03, 2026
Cresset Asset Management, LLC History No change 911 292 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 17, 2026
Grey Fox Wealth Advisors, LLC History Added to 898 288 0.06% 0.06% 149 +1 0.11% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History New 804 285 0.01% 150 +804 New Q4 2025 Jan 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 867 278 0.01% 0.0% 151 +622 253.88% Q4 2025 Feb 12, 2026
Game Plan Financial Advisors, LLC History No change 860 276 0.11% 0.11% 152 0 0.0% Q4 2025 Jan 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 824 264 0.09% 0.23% 153 +456 123.91% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Reduced 812 261 0.0% 0.01% 154 -17 -2.05% Q4 2025 Feb 06, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 807 259 0.01% 0.01% 155 0 0.0% Q4 2025 Feb 03, 2026
BLAIR WILLIAM & CO/IL History Reduced 793 255 0.0% 0.0% 156 -2,000 -71.61% Q4 2025 Feb 17, 2026
PSI Advisors, LLC History Added to 771 247 0.06% 0.06% 157 +81 11.74% Q4 2025 Feb 09, 2026
Pinnacle Financial Partners, Inc. History New 754 242 0.0% 158 +754 New Q4 2025 Feb 18, 2026
ZACKS INVESTMENT MANAGEMENT History New 745 239 0.0% 159 +745 New Q4 2025 Feb 17, 2026
Triad Wealth Partners, LLC History New 741 238 0.02% 160 +741 New Q4 2025 Jan 22, 2026
Venture Visionary Partners LLC History Added to 719 231 0.01% 0.01% 161 +85 13.41% Q4 2025 Feb 13, 2026
Fullerton Advisors, LLC History New 707 227 0.23% 163 +707 New Q4 2025 Feb 02, 2026
Newbridge Financial Services Group, Inc. History Added to 709 227 0.04% 0.03% 162 +20 2.9% Q4 2025 Jan 21, 2026
Key Client Fiduciary Advisors, LLC History Reduced 694 223 0.08% 0.08% 165 -60 -7.96% Q4 2025 Jan 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 695 223 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 12, 2026
Azimuth Capital Investment Management LLC History New 680 218 0.01% 167 +680 New Q4 2025 Feb 12, 2026
Joel Isaacson & Co., LLC History No change 679 218 0.01% 0.01% 166 0 0.0% Q4 2025 Jan 30, 2026
HRT FINANCIAL LP History New 643 206 0.0% 168 +643 New Q4 2025 Feb 12, 2026
RFP Financial Group LLC History New 640 205 0.1% 169 +640 New Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 624 200 0.02% 0.02% 170 -3 -0.48% Q4 2025 Jan 23, 2026
Bank of New Hampshire History New 605 194 0.04% 171 +605 New Q4 2025 Mar 16, 2026
North Star Investment Management Corp. History No change 550 176 0.01% 0.01% 172 0 0.0% Q4 2025 Jan 30, 2026
Russell Investments Group, Ltd. History Added to 472 151 0.0% 0.0% 173 +1 0.21% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 466 149 0.0% 0.0% 174 +180 62.94% Q4 2025 Jan 29, 2026
Golden State Wealth Management, LLC History Reduced 462 148 0.02% 0.02% 175 -55 -10.64% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History No change 447 143 0.01% 0.01% 176 0 0.0% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History No change 443 142 0.0% 0.0% 177 0 0.0% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 406 131 0.0% 0.0% 178 +24 6.28% Q4 2025 Jan 26, 2026
Collier Financial History Reduced 403 129 0.1% 0.1% 179 -1 -0.25% Q4 2025 Feb 12, 2026
Miller Capital Partners, Inc. History New 339 109 0.05% 180 +339 New Q4 2025 Feb 17, 2026
Miller Global Investments, LLC History New 335 107 0.1% 181 +335 New Q4 2025 Jan 05, 2026
AE Wealth Management LLC History Added to 332 106 0.0% 0.0% 182 +47 16.49% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 329 105 0.01% 0.01% 183 -7 -2.08% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Reduced 315 101 0.0% 0.0% 184 -706 -69.15% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Added to 306 98 0.0% 0.0% 185 +95 45.02% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History No change 300 96 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 297 95 0.0% 0.0% 187 -70 -19.07% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Reduced 296 95 0.0% 0.0% 188 -22 -6.92% Q4 2025 Feb 17, 2026
Spire Wealth Management History No change 292 93 0.0% 0.0% 189 0 0.0% Q4 2025 Jan 14, 2026
FRANKLIN RESOURCES INC History Added to 280 90 0.0% 0.0% 190 +80 40.0% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History No change 264 84 0.0% 0.0% 191 0 0.0% Q4 2025 Feb 06, 2026
BARCLAYS PLC History No change 250 80 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 249 80 0.05% 0.05% 193 0 0.0% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History No change 248 79 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 192 61 0.01% 0.0% 195 +42 28.0% Q4 2025 Jan 26, 2026
Geneos Wealth Management Inc. History No change 188 60 0.0% 0.0% 196 0 0.0% Q4 2025 Jan 28, 2026
ASSETMARK, INC History Added to 178 57 0.0% 0.0% 197 +24 15.58% Q4 2025 Jan 23, 2026
BlackRock, Inc. History Reduced 159 51 0.0% 0.0% 198 -5,464 -97.17% Q4 2025 Feb 12, 2026
MAI Capital Management History No change 150 48 0.0% 0.0% 199 0 0.0% Q4 2025 Feb 13, 2026
Plante Moran Financial Advisors, LLC History No change 129 41 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 05, 2026
FINANCIAL CONSULATE, INC History No change 125 40 0.01% 0.01% 201 0 0.0% Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History No change 120 38 0.0% 0.0% 202 0 0.0% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 118 37 0.0% 204 +118 New Q4 2025 Feb 05, 2026
Allspring Global Investments Holdings, LLC History New 110 37 0.0% 205 +110 New Q4 2025 Jan 15, 2026
VISION FINANCIAL MARKETS LLC History No change 117 37 0.04% 0.03% 203 0 0.0% Q4 2025 Jan 22, 2026
BESSEMER GROUP INC History No change 111 36 0.0% 0.0% 206 0 0.0% Q4 2025 Feb 05, 2026
Sunbelt Securities, Inc. History No change 110 35 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 20, 2026
Strategic Advocates LLC History Added to 106 34 0.01% 0.0% 208 +44 70.97% Q4 2025 Feb 11, 2026
VALLEY NATIONAL ADVISERS INC History New 105 33 0.0% 209 +105 New Q4 2025 Jan 23, 2026
Princeton Global Asset Management LLC History No change 97 31 0.01% 0.0% 210 0 0.0% Q4 2025 Jan 20, 2026
Parkside Financial Bank & Trust History No change 88 28 0.0% 0.0% 211 0 0.0% Q4 2025 Feb 13, 2026
Rice Partnership, LLC History No change 90 28 0.0% 0.0% 212 0 0.0% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History No change 88 28 0.0% 0.0% 213 0 0.0% Q4 2025 Jan 29, 2026
Copia Wealth Management History No change 90 28 0.02% 0.02% 214 0 0.0% Q4 2025 Feb 06, 2026
Harbor Asset Planning, Inc. History No change 87 28 0.02% 0.02% 215 0 0.0% Q4 2025 Jan 26, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 83 26 0.07% 0.07% 216 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History No change 65 20 0.01% 0.01% 217 0 0.0% Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History New 57 18 0.01% 219 +57 New Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 58 18 0.0% 0.0% 218 +9 18.37% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History No change 50 16 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 27, 2026
Crews Bank & Trust History No change 50 16 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 21, 2026
Founders Financial Alliance, LLC History New 44 14 0.0% 222 +44 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History No change 41 13 0.0% 0.0% 223 0 0.0% Q4 2025 Feb 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 41 13 0.0% 0.0% 224 0 0.0% Q4 2025 Jan 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 40 12 0.0% 0.0% 225 +5 14.29% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History No change 40 12 0.0% 0.0% 226 0 0.0% Q4 2025 Feb 12, 2026
Tidemark, LLC History No change 34 10 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 10, 2026
DecisionPoint Financial, LLC History New 30 9 0.0% 230 +30 New Q4 2025 Jan 29, 2026
Hanson & Doremus Investment Management History No change 29 9 0.0% 0.0% 228 0 0.0% Q4 2025 Jan 20, 2026
Archer Investment Corp History No change 28 9 0.0% 0.0% 229 0 0.0% Q4 2025 Jan 30, 2026
SWAN Capital LLC History No change 30 9 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History No change 25 8 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 09, 2026
Triumph Capital Management History New 13 4 0.0% 234 +13 New Q4 2025 Feb 12, 2026
Tradewinds Capital Management, LLC History No change 15 4 0.0% 0.0% 233 0 0.0% Q4 2025 Jan 14, 2026
Laurel Wealth Advisors LLC History New 10 3 0.0% 235 +10 New Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 4 1 0.0% 0.0% 236 -905 -99.56% Q4 2025 Feb 12, 2026
Bulwark Capital Corp History Reduced 6 1 0.0% 0.01% 240 -24 -80.0% Q4 2025 Jan 12, 2026
Arax Advisory Partners History New 5 1 0.0% 237 +5 New Q4 2025 Feb 13, 2026
Providence Capital Advisors, LLC History No change 5 1 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 12, 2026
Central Pacific Bank - Trust Division History No change 6 1 0.0% 0.0% 239 0 0.0% Q4 2025 Jan 07, 2026
Constant Guidance Financial LLC History Closed out 0 0 0.57% -13,135 -100.0% Q3 2025 Nov 10, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -2,100 -100.0% Q3 2025 Nov 13, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -1,950 -100.0% Q3 2025 Nov 03, 2025
GTS SECURITIES LLC History Closed out 0 0 0.02% -1,829 -100.0% Q3 2025 Nov 14, 2025
Capital Square, LLC History Closed out 0 0 0.17% -1,054 -100.0% Q3 2025 Nov 21, 2025
BlueSky Wealth Advisors, LLC History Closed out 0 0 0.04% -954 -100.0% Q3 2025 Oct 14, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 0.01% -899 -100.0% Q3 2025 Nov 06, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.0% -760 -100.0% Q3 2025 Nov 05, 2025
WMG Financial Advisors, LLC History Closed out 0 0 0.07% -677 -100.0% Q3 2025 Oct 23, 2025
GWN SECURITIES INC. History Closed out 0 0 0.05% -664 -100.0% Q3 2025 Oct 27, 2025
Tempus Wealth Planning, LLC History Closed out 0 0 0.05% -628 -100.0% Q3 2025 Nov 06, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 12, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -204 -100.0% Q3 2025 Nov 06, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 0.0% -144 -100.0% Q3 2025 Oct 06, 2025
TSFG, LLC History Closed out 0 0 0.01% -101 -100.0% Q3 2025 Nov 04, 2025
CIBC Private Wealth Group LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 24, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -100 -100.0% Q3 2025 Nov 05, 2025
Blue Trust, Inc. History Closed out 0 0 0.0% -39 -100.0% Q3 2025 Oct 16, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -22 -100.0% Q3 2025 Oct 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -15 -100.0% Q3 2025 Nov 12, 2025
Planning Project LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 07, 2025
DHJJ Financial Advisors, Ltd. History No change 2 0 0 0.0% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History No change 3 0 0 0.0% Q4 2025 Jan 05, 2026