SS Spdr S&P Transport ETF (XTN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Element Pointe Advisors, LLC

INCREASED

Shares290,024 from 237,784

Change+52,240 (+22%)

Value$28.4M (+$901.8K)

Filed 2026-10-21

LPL Financial LLC

DECREASED

Shares75,054 from 76,403

Change-1,349 (-2%)

Value$7.3M (-$1.5M)

Filed 2026-11-06

Cambiar Investors LLC

NEW

Shares41,651

Change+41,651

Value$4.1M

Filed 2026-11-04

Aberdeen Group plc

NEW

Shares37,390

Change+37,390

Value$18.2M

Filed 2026-11-06

Syntegra Private Wealth Group, LLC

UNCHANGED

Shares8,467 from 8,467

Change0 (0%)

Value$829.1K (-$150.0K)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

INCREASED

Shares8,276 from 2,882

Change+5,394 (+187%)

Value$820.6K (+$486.2K)

Filed 2026-11-04

Imc-Chicago, LLC

INCREASED

Shares5,524 from 5,232

Change+292 (+6%)

Value$540.9K (-$64.1K)

Filed 2026-11-05

Gryphon Financial Partners LLC

UNCHANGED

Shares4,800 from 4,800

Change0 (0%)

Value$470.0K (-$85.1K)

Filed 2026-11-04

Kestra Advisory Services, LLC

DECREASED

Shares4,360 from 4,852

Change-492 (-10%)

Value$426.9K (-$134.2K)

Filed 2026-11-02

Total Wealth Planning & Management, Inc.

INCREASED

Shares4,137 from 3,940

Change+197 (+5%)

Value$405.1K (-$50.5K)

Filed 2026-10-23

Bank of New York Mellon Corp

NEW

Shares4,013

Change+4,013

Value$392.9K

Filed 2026-11-05

Sovran Advisors, LLC

INCREASED

Shares3,769 from 3,619

Change+150 (+4%)

Value$373.9K (-$35.0K)

Filed 2026-11-02

First Growth Capital LLC

DECREASED

Shares3,649 from 3,886

Change-237 (-6%)

Value$357.3K (-$92.1K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares3,010 from 3,010

Change0 (0%)

Value$294.8K (-$53.3K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares2,895 from 249

Change+2,646 (+1063%)

Value$283.5K (+$254.7K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares2,557 from 2,986

Change-429 (-14%)

Value$250.4K (-$94.9K)

Filed 2026-11-02

Global Financial Private Client, LLC

INCREASED

Shares2,368 from 2,316

Change+52 (+2%)

Value$231.9K (-$35.9K)

Filed 2026-10-15

J.W. Cole Advisors, Inc.

INCREASED

Shares2,325 from 2,324

Change+1 (+0%)

Value$227.7K (-$41.1K)

Filed 2026-11-05

Perryman Financial Advisory Inc

INCREASED

Shares2,136 from 2,134

Change+2 (+0%)

Value$209.1K (-$37.7K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

NEW

Shares2,125

Change+2,125

Value$208

Filed 2026-11-02

Belvedere Trading LLC

INCREASED

Shares1,706 from 300

Change+1,406 (+469%)

Value$167.1K (+$132.4K)

Filed 2026-11-05

Hamilton Point Investment Advisors, LLC

UNCHANGED

Shares1,624 from 1,624

Change0 (0%)

Value$159.0K (-$28.8K)

Filed 2026-11-03

Montag A & Associates Inc

INCREASED

Shares1,222 from 1,062

Change+160 (+15%)

Value$119.7K (-$3.2K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares1,112 from 232

Change+880 (+379%)

Value$108.9K (+$82.1K)

Filed 2026-10-08

Spire Wealth Management

UNCHANGED

Shares923 from 923

Change0 (0%)

Value$90.4K (-$16.3K)

Filed 2026-10-30

Lanark Financial, Inc.

DECREASED

Shares798 from 897

Change-99 (-11%)

Value$78.1K (-$25.6K)

Filed 2026-10-26

UNCHANGED

Shares524 from 524

Change0 (0%)

Value$51.3K (-$9.3K)

Filed 2026-10-23

Central Trust Co

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$49.0K (-$8.9K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

INCREASED

Shares489 from 488

Change+1 (+0%)

Value$47.9K (-$8.6K)

Filed 2026-11-03

Great Lakes Advisors, LLC

NEW

Shares473

Change+473

Value$46.3K

Filed 2026-11-06

Smallwood Wealth Investment Management, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$29.4K (-$5.3K)

Filed 2026-10-30

Brown, Lisle Ings, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$19.6K (-$3.5K)

Filed 2026-10-16

Golden State Wealth Management, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$19.6K (-$3.5K)

Filed 2026-11-02

Simplex Trading, LLC

NEW

Shares145

Change+145

Value$14.2K

Filed 2026-11-04

Jacobi Capital Management LLC

NEW

Shares142

Change+142

Value$13.9K

Filed 2026-11-05

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$10.0K (-$1.8K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$6.7K (-$1.1K)

Filed 2026-10-16

Citigroup Inc

DECREASED

Shares60 from 2,548

Change-2,488 (-98%)

Value$5.9K (-$288.8K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$5.4K (-$974)

Filed 2026-10-16

CX Institutional

DECREASED

Shares44 from 2,680

Change-2,636 (-98%)

Value$4 (-$306)

Filed 2026-10-02

Allworth Financial LP

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$5.0K ($0)

Filed 2026-11-06

Activest Wealth Management

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$3.9K (-$709)

Filed 2026-10-15

Larson Financial Group LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$3.8K (-$691)

Filed 2026-11-05

AlphaCore Capital LLC

NEW

Shares28

Change+28

Value$2.7K

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares22 from 23

Change-1 (-4%)

Value$2.2K (-$404)

Filed 2026-10-08

Central Pacific Bank - Trust Division

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.4K (-$248)

Filed 2026-10-06

Blue Trust, Inc.

NEW

Shares6

Change+6

Value$546

Filed 2026-10-15

Key FInancial Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$490 (-$88)

Filed 2026-11-02

Vicus Capital

CLOSED

Shares0 from 43,707

Change-43,707 (-100%)

Value$0 (-$5.1M)

Filed 2026-11-05

Brookstone Capital Management

CLOSED

Shares0 from 10,119

Change-10,119 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-22

Davenport & Co LLC

CLOSED

Shares0 from 7,407

Change-7,407 (-100%)

Value$0 (-$856.6K)

Filed 2026-10-14

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 2,406

Change-2,406 (-100%)

Value$0 (-$278.2K)

Filed 2026-10-21

Genesee Capital Advisors, LLC

CLOSED

Shares0 from 2,001

Change-2,001 (-100%)

Value$0 (-$231.4K)

Filed 2026-10-20

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,997

Change-1,997 (-100%)

Value$0 (-$231.0K)

Filed 2026-10-15

Creative Planning

CLOSED

Shares0 from 1,786

Change-1,786 (-100%)

Value$0 (-$206.5K)

Filed 2026-11-02

International Assets Investment Management, LLC

CLOSED

Shares0 from 116

Change-116 (-100%)

Value$0 (-$13.5K)

Filed 2026-11-02

Copeland Capital Management, LLC

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$5.9K)

Filed 2026-10-13

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$3.5K)

Filed 2026-11-06

Toth Financial Advisory Corp

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-08

Russell Investments Group, Ltd.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$809)

Filed 2026-11-06

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 1,025,000

Change-1,025,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 113,057

Change-113,057 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 104,460

Change-104,460 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 28,299

Change-28,299 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 26,862

Change-26,862 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,047

Change-26,047 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 23,690

Change-23,690 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 23,527

Change-23,527 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,352

Change-16,352 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 15,295

Change-15,295 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,266

Change-11,266 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,645

Change-10,645 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,134

Change-10,134 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,871

Change-9,871 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 9,622

Change-9,622 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,065

Change-9,065 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 7,977

Change-7,977 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,929

Change-7,929 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,230

Change-7,230 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,405

Change-5,405 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,228

Change-4,228 (-100%)

Value—

M3 Advisory Group, LLC

N/A

Shares— from 3,929

Change-3,929 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 3,425

Change-3,425 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 2,777

Change-2,777 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,714

Change-2,714 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 2,562

Change-2,562 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,273

Change-2,273 (-100%)

Value—

Henson-Edgewater Management, LLC

N/A

Shares— from 2,195

Change-2,195 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,953

Change-1,953 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 1,152

Change-1,152 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 691

Change-691 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 480

Change-480 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 476

Change-476 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 327

Change-327 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 265

Change-265 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 265

Change-265 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 208

Change-208 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 153

Change-153 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 140

Change-140 (-100%)

Value—

Blair William & Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Rexford Capital Inc

N/A

Shares— from 25

Change-25 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Element Pointe Advisors, LLC	INCREASED	290,024	237,784	+52,240	+22%	$27.5M	$28.4M	+$901.8K	2026-10-21
LPL Financial LLC	DECREASED	75,054	76,403	-1,349	-2%	$8.8M	$7.3M	-$1.5M	2026-11-06
Cambiar Investors LLC	NEW	41,651	—	+41,651	—	—	$4.1M	—	2026-11-04
Aberdeen Group plc	NEW	37,390	—	+37,390	—	—	$18.2M	—	2026-11-06
Syntegra Private Wealth Group, LLC	UNCHANGED	8,467	8,467	0	0%	$979.1K	$829.1K	-$150.0K	2026-10-13
Allspring Global Investments Holdings, LLC	INCREASED	8,276	2,882	+5,394	+187%	$334.4K	$820.6K	+$486.2K	2026-11-04
Imc-Chicago, LLC	INCREASED	5,524	5,232	+292	+6%	$605.0K	$540.9K	-$64.1K	2026-11-05
Gryphon Financial Partners LLC	UNCHANGED	4,800	4,800	0	0%	$555.1K	$470.0K	-$85.1K	2026-11-04
Kestra Advisory Services, LLC	DECREASED	4,360	4,852	-492	-10%	$561.1K	$426.9K	-$134.2K	2026-11-02
Total Wealth Planning & Management, Inc.	INCREASED	4,137	3,940	+197	+5%	$455.6K	$405.1K	-$50.5K	2026-10-23
Bank of New York Mellon Corp	NEW	4,013	—	+4,013	—	—	$392.9K	—	2026-11-05
Sovran Advisors, LLC	INCREASED	3,769	3,619	+150	+4%	$408.9K	$373.9K	-$35.0K	2026-11-02
First Growth Capital LLC	DECREASED	3,649	3,886	-237	-6%	$449.4K	$357.3K	-$92.1K	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	3,010	3,010	0	0%	$348.1K	$294.8K	-$53.3K	2026-11-06
Fifth Third Bancorp	INCREASED	2,895	249	+2,646	+1063%	$28.8K	$283.5K	+$254.7K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	2,557	2,986	-429	-14%	$345.3K	$250.4K	-$94.9K	2026-11-02
Global Financial Private Client, LLC	INCREASED	2,368	2,316	+52	+2%	$267.8K	$231.9K	-$35.9K	2026-10-15
J.W. Cole Advisors, Inc.	INCREASED	2,325	2,324	+1	+0%	$268.8K	$227.7K	-$41.1K	2026-11-05
Perryman Financial Advisory Inc	INCREASED	2,136	2,134	+2	+0%	$246.8K	$209.1K	-$37.7K	2026-10-16
Cambridge Investment Research Advisors, Inc.	NEW	2,125	—	+2,125	—	—	$208	—	2026-11-02
Belvedere Trading LLC	INCREASED	1,706	300	+1,406	+469%	$34.7K	$167.1K	+$132.4K	2026-11-05
Hamilton Point Investment Advisors, LLC	UNCHANGED	1,624	1,624	0	0%	$187.7K	$159.0K	-$28.8K	2026-11-03
Montag A & Associates Inc	INCREASED	1,222	1,062	+160	+15%	$122.8K	$119.7K	-$3.2K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	1,112	232	+880	+379%	$26.8K	$108.9K	+$82.1K	2026-10-08
Spire Wealth Management	UNCHANGED	923	923	0	0%	$106.7K	$90.4K	-$16.3K	2026-10-30
Lanark Financial, Inc.	DECREASED	798	897	-99	-11%	$103.7K	$78.1K	-$25.6K	2026-10-26
Register Financial Advisors LLC	UNCHANGED	524	524	0	0%	$60.6K	$51.3K	-$9.3K	2026-10-23
Central Trust Co	UNCHANGED	500	500	0	0%	$57.8K	$49.0K	-$8.9K	2026-11-05
Ashton Thomas Private Wealth, LLC	INCREASED	489	488	+1	+0%	$56.5K	$47.9K	-$8.6K	2026-11-03
Great Lakes Advisors, LLC	NEW	473	—	+473	—	—	$46.3K	—	2026-11-06
Smallwood Wealth Investment Management, LLC	UNCHANGED	300	300	0	0%	$34.7K	$29.4K	-$5.3K	2026-10-30
Brown, Lisle Ings, Inc.	UNCHANGED	200	200	0	0%	$23.1K	$19.6K	-$3.5K	2026-10-16
Golden State Wealth Management, LLC	UNCHANGED	200	200	0	0%	$23.1K	$19.6K	-$3.5K	2026-11-02
Simplex Trading, LLC	NEW	145	—	+145	—	—	$14.2K	—	2026-11-04
Jacobi Capital Management LLC	NEW	142	—	+142	—	—	$13.9K	—	2026-11-05
Plante Moran Financial Advisors, LLC	UNCHANGED	102	102	0	0%	$11.8K	$10.0K	-$1.8K	2026-11-04
TD Waterhouse Canada Inc.	UNCHANGED	68	68	0	0%	$7.9K	$6.7K	-$1.1K	2026-10-16
Citigroup Inc	DECREASED	60	2,548	-2,488	-98%	$294.7K	$5.9K	-$288.8K	2026-11-04
IFP Advisors, Inc	UNCHANGED	55	55	0	0%	$6.4K	$5.4K	-$974	2026-10-16
CX Institutional	DECREASED	44	2,680	-2,636	-98%	$310	$4	-$306	2026-10-02
Allworth Financial LP	UNCHANGED	43	43	0	0%	$5.0K	$5.0K	$0	2026-11-06
Activest Wealth Management	UNCHANGED	40	40	0	0%	$4.6K	$3.9K	-$709	2026-10-15
Larson Financial Group LLC	UNCHANGED	39	39	0	0%	$4.5K	$3.8K	-$691	2026-11-05
AlphaCore Capital LLC	NEW	28	—	+28	—	—	$2.7K	—	2026-11-04
CoreCap Advisors, LLC	DECREASED	22	23	-1	-4%	$2.6K	$2.2K	-$404	2026-10-08
Central Pacific Bank - Trust Division	UNCHANGED	14	14	0	0%	$1.6K	$1.4K	-$248	2026-10-06
Blue Trust, Inc.	NEW	6	—	+6	—	—	$546	—	2026-10-15
Key FInancial Inc	UNCHANGED	5	5	0	0%	$578	$490	-$88	2026-11-02
Vicus Capital	CLOSED	0	43,707	-43,707	-100%	$5.1M	$0	-$5.1M	2026-11-05
Brookstone Capital Management	CLOSED	0	10,119	-10,119	-100%	$1.2M	$0	-$1.2M	2026-10-22
Davenport & Co LLC	CLOSED	0	7,407	-7,407	-100%	$856.6K	$0	-$856.6K	2026-10-14
Wealthcare Advisory Partners LLC	CLOSED	0	2,406	-2,406	-100%	$278.2K	$0	-$278.2K	2026-10-21
Genesee Capital Advisors, LLC	CLOSED	0	2,001	-2,001	-100%	$231.4K	$0	-$231.4K	2026-10-20
AdvisorNet Financial, Inc	CLOSED	0	1,997	-1,997	-100%	$231.0K	$0	-$231.0K	2026-10-15
Creative Planning	CLOSED	0	1,786	-1,786	-100%	$206.5K	$0	-$206.5K	2026-11-02
International Assets Investment Management, LLC	CLOSED	0	116	-116	-100%	$13.5K	$0	-$13.5K	2026-11-02
Copeland Capital Management, LLC	CLOSED	0	51	-51	-100%	$5.9K	$0	-$5.9K	2026-10-13
Institute for Wealth Management, Llc.	CLOSED	0	30	-30	-100%	$3.5K	$0	-$3.5K	2026-11-06
Toth Financial Advisory Corp	CLOSED	0	9	-9	-100%	$1.0K	$0	-$1.0K	2026-10-08
Russell Investments Group, Ltd.	CLOSED	0	7	-7	-100%	$809	$0	-$809	2026-11-06
Menora Mivtachim Holdings Ltd.	N/A	—	1,025,000	-1,025,000	-100%	$118.5M	—	—	—
Wells Fargo & Company	N/A	—	113,057	-113,057	-100%	$13.1M	—	—	—
Morgan Stanley	N/A	—	104,460	-104,460	-100%	$12.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	30,000	-30,000	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	28,299	-28,299	-100%	$3.3M	—	—	—
Raymond James Financial Inc	N/A	—	26,862	-26,862	-100%	$3.1M	—	—	—
Cetera Investment Advisers	N/A	—	26,047	-26,047	-100%	$3.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	23,690	-23,690	-100%	$2.7M	—	—	—
Ameriprise Financial Inc	N/A	—	23,527	-23,527	-100%	$2.7M	—	—	—
Stifel Financial Corp	N/A	—	16,352	-16,352	-100%	$1.9M	—	—	—
Hollencrest Capital Management	N/A	—	16,000	-16,000	-100%	$1.9M	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	15,295	-15,295	-100%	$1.8M	—	—	—
JPMorgan Chase & Co	N/A	—	11,266	-11,266	-100%	$1.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,645	-10,645	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	10,134	-10,134	-100%	$1.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,871	-9,871	-100%	$1.1M	—	—	—
Keystone Financial Group	N/A	—	9,622	-9,622	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	9,065	-9,065	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	7,977	-7,977	-100%	$922.5K	—	—	—
Jane Street Group, LLC	N/A	—	7,929	-7,929	-100%	$916.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,230	-7,230	-100%	$836.1K	—	—	—
Royal Bank of Canada	N/A	—	5,405	-5,405	-100%	$626.0K	—	—	—
Private Advisor Group, LLC	N/A	—	4,228	-4,228	-100%	$488.9K	—	—	—
M3 Advisory Group, LLC	N/A	—	3,929	-3,929	-100%	$454.4K	—	—	—
KKM Financial LLC	N/A	—	3,425	-3,425	-100%	$396.1K	—	—	—
Retirement Income Solutions, Inc	N/A	—	2,777	-2,777	-100%	$258.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,714	-2,714	-100%	$314.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,627	-2,627	-100%	$303.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	2,562	-2,562	-100%	$296.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,400	-2,400	-100%	$277.5K	—	—	—
Harbour Investments, Inc.	N/A	—	2,273	-2,273	-100%	$262.8K	—	—	—
Henson-Edgewater Management, LLC	N/A	—	2,195	-2,195	-100%	$243.0K	—	—	—
FMR LLC	N/A	—	1,953	-1,953	-100%	$225.8K	—	—	—
GW&K Investment Management, LLC	N/A	—	1,152	-1,152	-100%	$133.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	691	-691	-100%	$79.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$57.8K	—	—	—
SHP Wealth Management	N/A	—	480	-480	-100%	$55.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	476	-476	-100%	$55.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	327	-327	-100%	$37.8K	—	—	—
National Bank of Canada	N/A	—	265	-265	-100%	$30.6K	—	—	—
Darwin Wealth Management, LLC	N/A	—	265	-265	-100%	$30.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	260	-260	-100%	$30.1K	—	—	—
AE Wealth Management LLC	N/A	—	208	-208	-100%	$24.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	190	-190	-100%	$22.0K	—	—	—
BlackRock, Inc.	N/A	—	153	-153	-100%	$17.7K	—	—	—
Bank of Montreal	N/A	—	140	-140	-100%	$16.2K	—	—	—
Blair William & Co	N/A	—	100	-100	-100%	$11.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	100	-100	-100%	$11.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	52	-52	-100%	$6.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	30	-30	-100%	$3.5K	—	—	—
Rexford Capital Inc	N/A	—	25	-25	-100%	$2.9K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	10	-10	-100%	$1.2K	—	—	—
Millstone Evans Group, LLC	N/A	—	8	-8	-100%	$925	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$116	—	—	—

Showing 114 of 114 institutions