SPDR SERIES TRUST - XSW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 272,871 | 46,882 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 108,897 | 18,709 | 0.23% | 0.23% | 2 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | No change | 74,426 | 12,787 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McGuire Investment Group, LLC | History | No change | 66,496 | 11,424 | 1.0% | 1.0% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 65,753 | 11,296 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 57,257 | 9,837 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,389 | 7,454 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 42,363 | 7,219 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 39,017 | 6,703 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 30,962 | 5,319 | 0.3% | 0.3% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belvedere Trading LLC | History | No change | 29,123 | 5,003 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,245 | 4,680 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 25,120 | 4,315 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performa Ltd (US), LLC | History | No change | 22,000 | 3,779 | 0.61% | 0.61% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,844 | 3,581 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,700 | 3,384 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,600 | 2,852 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,618 | 2,511 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex LLC | History | No change | 14,537 | 2,497 | 0.38% | 0.38% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 13,929 | 2,393 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,766 | 2,193 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,905 | 2,045 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,388 | 1,956 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 10,274 | 1,765 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,112 | 1,737 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,955 | 1,538 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 8,778 | 1,508 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 8,000 | 1,374 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,927 | 1,361 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 6,727 | 1,155 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARDING LOEVNER LP | History | No change | 5,609 | 1,025 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,760 | 989 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bawa N Mallick Trust | History | No change | 4,680 | 804 | 0.26% | 0.26% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 4,353 | 747 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,265 | 732 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 4,254 | 730 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 4,071 | 699 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,063 | 698 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,441 | 664 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Point Wealth Management, LLC | History | No change | 3,385 | 581 | 0.48% | 0.48% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grant Private Wealth Management Inc | History | No change | 3,129 | 537 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VestGen Advisors, LLC | History | No change | 3,101 | 532 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 2,709 | 526 | 0.29% | 0.25% | 43 | -8 | -0.29% | Q3 2026 | Oct 09, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,024 | 520 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,865 | 492 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,824 | 485 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | No change | 2,685 | 474 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 2,747 | 471 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,575 | 442 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharper & Granite LLC | History | No change | 2,575 | 442 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,523 | 433 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 2,464 | 423 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EFG International AG | History | No change | 2,404 | 413 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,296 | 394 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 2,245 | 385 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,279 | 381 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,156 | 370 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| V2 Financial group LLC | History | No change | 2,100 | 360 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,010 | 345 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WARNER FINANCIAL, INC | History | No change | 1,920 | 329 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | No change | 1,800 | 308 | 0.21% | 0.21% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MWA Asset Management | History | No change | 1,723 | 296 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,705 | 292 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,640 | 282 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 1,608 | 276 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,534 | 263 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lynx Investment Advisory | History | No change | 1,491 | 256 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | No change | 1,452 | 249 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 1,452 | 249 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,421 | 244 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,704 | 242 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nautilus Advisors LLC | History | Added to | 1,210 | 235 | 0.14% | 0.12% | 72 | +25 | 2.11% | Q3 2026 | Oct 06, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 1,367 | 234 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 1,318 | 226 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,312 | 225 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,287 | 221 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,227 | 211 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,202 | 206 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 1,126 | 193 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GGM Financial LLC | History | No change | 1,059 | 181 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 842 | 144 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 776 | 133 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 767 | 131 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 673 | 115 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 600 | 103 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 592 | 101 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 536 | 92 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 475 | 81 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 464 | 79 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Canton Hathaway, LLC | History | No change | 423 | 72 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS | History | No change | 390 | 66 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 375 | 64 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 44 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 240 | 41 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Miller Capital Partners, Inc. | History | No change | 225 | 38 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 208 | 35 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 34 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 177 | 31 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 167 | 28 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 161 | 27 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 156 | 26 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 20,100 | 20 | 0.0% | — | 104 | +20,100 | New | Q3 2026 | Oct 06, 2026 |
| Sherman Asset Management, Inc. | History | No change | 118 | 20 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tidemark, LLC | History | No change | 120 | 20 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 112 | 19 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bullock Wealth Management Group | History | No change | 107 | 18 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 100 | 17 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 17 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 17 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Copeland Capital Management, LLC | History | No change | 95 | 16 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NBH Bank | History | No change | 90 | 15 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 77 | 14 | 0.0% | — | 112 | +74 | 2466.67% | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 80 | 13 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 78 | 13 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 72 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 70 | 12 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 65 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 60 | 10 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 62 | 10 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 55 | 9 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 52 | 8 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 43 | 7 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 35 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 32 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 33 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 11 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mondrian Investment Partners LTD | History | No change | 10 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 10 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |