SS Spdr P Tips ETF (SPIP)

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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3Edge Asset Management, LP

DECREASED

Shares1,542,628 from 1,668,236

Change-125,608 (-8%)

Value$37.6M (-$5.2M)

Filed 2026-10-30

Cannon Financial Strategists, Inc.

INCREASED

Shares1,310,849 from 1,228,789

Change+82,060 (+7%)

Value$31.9M (+$390.1K)

Filed 2026-10-19

Willow Creek Wealth Management Inc.

INCREASED

Shares792,541 from 685,876

Change+106,665 (+16%)

Value$19.3M (+$1.7M)

Filed 2026-10-26

Hughes Financial Services, LLC

DECREASED

Shares652,004 from 808,835

Change-156,831 (-19%)

Value$16.2M (-$4.5M)

Filed 2026-10-30

Bank of New York Mellon Corp

INCREASED

Shares460,999 from 162,020

Change+298,979 (+185%)

Value$11.2M (+$7.1M)

Filed 2026-11-05

Fulton Breakefield Broenniman LLC

INCREASED

Shares427,455 from 426,017

Change+1,438 (+0%)

Value$10.4M (-$523.0K)

Filed 2026-11-03

ERn Financial, LLC

INCREASED

Shares393,415 from 371,944

Change+21,471 (+6%)

Value$9.6M (+$36.0K)

Filed 2026-10-28

Flagship Harbor Advisors, LLC

INCREASED

Shares391,438 from 310,719

Change+80,719 (+26%)

Value$9.5M (+$1.6M)

Filed 2026-10-26

SeaBridge Investment Advisors LLC

INCREASED

Shares330,246 from 316,529

Change+13,717 (+4%)

Value$8.0M (-$80.4K)

Filed 2026-11-02

Aquire Wealth Advisors, LLC

DECREASED

Shares203,816 from 206,789

Change-2,973 (-1%)

Value$5.0M (-$343.4K)

Filed 2026-10-23

Procyon Advisors, LLC

DECREASED

Shares184,481 from 186,544

Change-2,063 (-1%)

Value$4.5M (-$294.6K)

Filed 2026-10-21

Allen Capital Group, LLC

INCREASED

Shares132,439 from 85,227

Change+47,212 (+55%)

Value$3.2M (+$1.0M)

Filed 2026-10-27

CFS Investment Advisory Services, LLC

INCREASED

Shares123,436 from 98,664

Change+24,772 (+25%)

Value$3.0M (+$500.1K)

Filed 2026-10-19

Garde Capital, Inc.

DECREASED

Shares119,023 from 127,494

Change-8,471 (-7%)

Value$2.9M (-$373.5K)

Filed 2026-10-29

Charles Schwab Trust Co

INCREASED

Shares118,872 from 47,684

Change+71,188 (+149%)

Value$2.9M (+$1.7M)

Filed 2026-10-15

Verde Capital Management

DECREASED

Shares105,846 from 129,584

Change-23,738 (-18%)

Value$2.6M (-$748.3K)

Filed 2026-10-28

Altfest L J & Co Inc

INCREASED

Shares83,519 from 79,400

Change+4,119 (+5%)

Value$2.0M (-$3.6K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares79,122 from 69,425

Change+9,697 (+14%)

Value$1.9K (-$1.8M)

Filed 2026-11-02

Rinkey Investments

INCREASED

Shares78,210 from 71,130

Change+7,080 (+10%)

Value$1.9M (+$79.4K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares73,646 from 78,462

Change-4,816 (-6%)

Value$1.8M (-$220.2K)

Filed 2026-10-30

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares70,227 from 68,315

Change+1,912 (+3%)

Value$1.7M (-$42.9K)

Filed 2026-10-29

Wealthcare Advisory Partners LLC

INCREASED

Shares65,705 from 43,891

Change+21,814 (+50%)

Value$1.6M (+$474.1K)

Filed 2026-10-21

Culbertson A N & Co Inc

UNCHANGED

Shares56,780 from 56,780

Change0 (0%)

Value$1.4M (-$74.4K)

Filed 2026-10-21

SigFig Wealth Management, LLC

DECREASED

Shares55,588 from 57,557

Change-1,969 (-3%)

Value$1.4M (-$129.1K)

Filed 2026-10-07

Treasure Coast Financial Planning

INCREASED

Shares45,455 from 27,817

Change+17,638 (+63%)

Value$1.1M (+$393.4K)

Filed 2026-11-03

Vise Technologies, Inc.

INCREASED

Shares41,569 from 14,536

Change+27,033 (+186%)

Value$1.0M (+$639.7K)

Filed 2026-10-29

City State Bank

DECREASED

Shares40,605 from 41,965

Change-1,360 (-3%)

Value$989.5K (-$88.1K)

Filed 2026-10-20

Wealth Advisory Solutions, LLC

INCREASED

Shares36,272 from 35,976

Change+296 (+1%)

Value$883.9K (-$39.9K)

Filed 2026-10-20

Resonant Capital Advisors, LLC

NEW

Shares34,702

Change+34,702

Value$845.7K

Filed 2026-10-15

Busey Bank

DECREASED

Shares33,901 from 34,641

Change-740 (-2%)

Value$826.2K (-$63.4K)

Filed 2026-10-26

Fifth Third Bancorp

DECREASED

Shares33,899 from 37,058

Change-3,159 (-9%)

Value$826.1K (-$125.5K)

Filed 2026-11-05

Wealthcare Capital Management LLC

INCREASED

Shares33,796 from 24,881

Change+8,915 (+36%)

Value$823.6K (+$184.7K)

Filed 2026-10-21

Lido Advisors, LLC

UNCHANGED

Shares30,998 from 30,998

Change0 (0%)

Value$755.4K (-$40.6K)

Filed 2026-11-04

Modera Wealth Management, LLC

UNCHANGED

Shares30,245 from 30,245

Change0 (0%)

Value$737.1K (-$39.6K)

Filed 2026-10-28

Creative Planning

INCREASED

Shares29,163 from 28,335

Change+828 (+3%)

Value$710.7K (-$16.9K)

Filed 2026-11-02

Phillips Financial Management, LLC

DECREASED

Shares27,348 from 27,470

Change-122 (0%)

Value$666.5K (-$39.0K)

Filed 2026-10-19

Auour Investments LLC

DECREASED

Shares27,285 from 27,417

Change-132 (0%)

Value$664.9K (-$39.1K)

Filed 2026-10-28

KWB Wealth

INCREASED

Shares25,293 from 24,674

Change+619 (+3%)

Value$616.4K (-$17.2K)

Filed 2026-10-16

Stonehaven Wealth & TAX Solutions, LLC

DECREASED

Shares24,788 from 29,036

Change-4,248 (-15%)

Value$604.1K (-$141.6K)

Filed 2026-10-22

Leading Edge Financial Planning LLC

DECREASED

Shares24,602 from 37,849

Change-13,247 (-35%)

Value$599.6K (-$372.4K)

Filed 2026-10-23

McAdam, LLC

NEW

Shares23,875

Change+23,875

Value$581.8K

Filed 2026-10-21

Lynx Capital Group LTD

INCREASED

Shares23,800 from 11,700

Change+12,100 (+103%)

Value$580.0K (+$279.6K)

Filed 2026-11-04

BIP Wealth, LLC

DECREASED

Shares23,330 from 24,812

Change-1,482 (-6%)

Value$568.5K (-$68.6K)

Filed 2026-10-22

Sheets Smith Wealth Management

UNCHANGED

Shares22,466 from 22,466

Change0 (0%)

Value$547.5K (-$29.4K)

Filed 2026-10-16

True Blue Financial, LLC

INCREASED

Shares22,438 from 21,424

Change+1,014 (+5%)

Value$546.8K (-$3.4K)

Filed 2026-10-15

Amicus Financial Advisors, LLC

INCREASED

Shares19,342 from 19,291

Change+51 (+0%)

Value$471.4K (-$24.0K)

Filed 2026-11-03

Yoder Wealth Management, Inc.

NEW

Shares18,800

Change+18,800

Value$458.2K

Filed 2026-10-13

Keybank National Association

DECREASED

Shares18,565 from 18,720

Change-155 (-1%)

Value$452.4K (-$28.3K)

Filed 2026-11-04

Post Resch Tallon Group Inc.

DECREASED

Shares18,468 from 18,968

Change-500 (-3%)

Value$450.1K (-$37.0K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares17,725 from 17,768

Change-43 (0%)

Value$432.0K (-$24.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,119 from 14,660

Change+459 (+3%)

Value$369.8K (-$1.8K)

Filed 2026-10-13

Midwest Trust Co

NEW

Shares14,267

Change+14,267

Value$347.7K

Filed 2026-10-22

Detalus Advisors, LLC

INCREASED

Shares13,679 from 11,904

Change+1,775 (+15%)

Value$333.4K (+$27.7K)

Filed 2026-10-15

Valtinson Bruner Financial Planning LLC

INCREASED

Shares12,838 from 12,837

Change+1 (+0%)

Value$312.9K (-$16.8K)

Filed 2026-11-02

Kohmann Bosshard Financial Services, LLC

UNCHANGED

Shares12,018 from 12,018

Change0 (0%)

Value$292.9K (-$15.7K)

Filed 2026-11-04

Ridgewood Investments LLC

DECREASED

Shares11,962 from 12,191

Change-229 (-2%)

Value$291.5K (-$21.6K)

Filed 2026-10-05

Braun-Bostich & Associates Inc.

NEW

Shares10,510

Change+10,510

Value$256.1K

Filed 2026-10-20

D.A. Davidson & Co.

INCREASED

Shares10,117 from 9,190

Change+927 (+10%)

Value$246.6K (+$10.6K)

Filed 2026-10-28

Southland Equity Partners LLC

DECREASED

Shares8,678 from 8,786

Change-108 (-1%)

Value$211.5K (-$14.1K)

Filed 2026-10-14

Golden State Wealth Management, LLC

INCREASED

Shares8,021 from 7,929

Change+92 (+1%)

Value$195.5K (-$8.1K)

Filed 2026-11-02

CoreCap Advisors, LLC

DECREASED

Shares7,629 from 8,075

Change-446 (-6%)

Value$185.9K (-$21.4K)

Filed 2026-10-08

Larson Financial Group LLC

DECREASED

Shares7,285 from 7,435

Change-150 (-2%)

Value$177.5K (-$13.4K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares6,677 from 6,949

Change-272 (-4%)

Value$162.7K (-$15.7K)

Filed 2026-10-08

SBI Securities Co., Ltd.

INCREASED

Shares6,446 from 660

Change+5,786 (+877%)

Value$157.1K (+$140.1K)

Filed 2026-10-22

Ascentis Independent Advisors

NEW

Shares6,391

Change+6,391

Value$155.7K

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares5,621 from 5,621

Change0 (0%)

Value$137.0K (-$7.4K)

Filed 2026-11-03

S.A. Mason LLC

UNCHANGED

Shares5,240 from 5,240

Change0 (0%)

Value$127.7K (-$6.9K)

Filed 2026-10-13

Private Trust Co NA

INCREASED

Shares5,057 from 5,022

Change+35 (+1%)

Value$123.2K (-$5.7K)

Filed 2026-10-20

Gilpin Wealth Management, LLC

DECREASED

Shares4,245 from 4,445

Change-200 (-4%)

Value$103.5K (-$10.7K)

Filed 2026-10-09

Rossby Financial, LCC

UNCHANGED

Shares4,213 from 4,213

Change0 (0%)

Value$102.7K (-$5.5K)

Filed 2026-11-05

Mather Group, Llc.

DECREASED

Shares4,108 from 4,434

Change-326 (-7%)

Value$100.1K (-$13.8K)

Filed 2026-10-14

TD Private Client Wealth LLC

DECREASED

Shares3,523 from 3,622

Change-99 (-3%)

Value$85.9K (-$7.2K)

Filed 2026-10-28

Jnba Financial Advisors

UNCHANGED

Shares3,369 from 3,369

Change0 (0%)

Value$82.1K (-$4.4K)

Filed 2026-11-03

US Bancorp \de\

UNCHANGED

Shares1,960 from 1,960

Change0 (0%)

Value$47.8K (-$2.6K)

Filed 2026-11-05

Realta Investment Advisors

DECREASED

Shares1,544 from 1,617

Change-73 (-5%)

Value$37.6K (-$3.9K)

Filed 2026-10-14

Fairway Wealth LLC

DECREASED

Shares1,429 from 2,749

Change-1,320 (-48%)

Value$34.8K (-$35.8K)

Filed 2026-10-30

Princeton Global Asset Management LLC

UNCHANGED

Shares1,278 from 1,278

Change0 (0%)

Value$31.1K (-$1.7K)

Filed 2026-10-21

Citigroup Inc

UNCHANGED

Shares1,093 from 1,093

Change0 (0%)

Value$26.6K (-$1.4K)

Filed 2026-11-04

Covestor Ltd

INCREASED

Shares1,019 from 650

Change+369 (+57%)

Value$25 (+$8)

Filed 2026-10-30

Beacon Capital Management, Inc.

DECREASED

Shares953 from 958

Change-5 (-1%)

Value$23.2K (-$1.4K)

Filed 2026-10-13

Assetmark, Inc

DECREASED

Shares890 from 1,244

Change-354 (-28%)

Value$21.7K (-$10.3K)

Filed 2026-10-21

1620 Investment Advisors, Inc.

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$20.7K (-$1.1K)

Filed 2026-11-04

Mosley Wealth Management

INCREASED

Shares583 from 576

Change+7 (+1%)

Value$14.4K (-$420)

Filed 2026-10-16

Arlington Trust Co LLC

UNCHANGED

Shares573 from 573

Change0 (0%)

Value$14.0K (-$751)

Filed 2026-10-20

Essential Partners LLC

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$11.1K (-$599)

Filed 2026-10-14

Ashton Thomas Securities, LLC

UNCHANGED

Shares324 from 324

Change0 (0%)

Value$7.9K (-$424)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares311 from 311

Change0 (0%)

Value$7.6K (-$407)

Filed 2026-11-04

Cape Investment Advisory, Inc.

UNCHANGED

Shares308 from 308

Change0 (0%)

Value$7.5K (-$403)

Filed 2026-10-13

Triumph Capital Management

UNCHANGED

Shares192 from 192

Change0 (0%)

Value$4.7K (-$252)

Filed 2026-10-14

Blue Trust, Inc.

NEW

Shares99

Change+99

Value$2.4K

Filed 2026-10-15

Abound Wealth Management

NEW

Shares85

Change+85

Value$2.1K

Filed 2026-10-26

Investors Research Corp

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$2.0K (-$110)

Filed 2026-10-07

Ascentis Wealth Management, LLC

DECREASED

Shares78 from 123

Change-45 (-37%)

Value$1.9K (-$1.3K)

Filed 2026-11-03

Birch Financial Group, LLC

NEW

Shares70

Change+70

Value$1.7K

Filed 2026-10-27

Parallel Advisors, LLC

DECREASED

Shares51 from 158

Change-107 (-68%)

Value$1.2K (-$2.8K)

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$1.1K (-$62)

Filed 2026-10-16

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$1.1K (-$58)

Filed 2026-11-02

Downshift Financial, LLC

NEW

Shares22

Change+22

Value$536

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares19

Change+19

Value$463

Filed 2026-10-21

Lloyd Advisory Services, Llc.

NEW

Shares8

Change+8

Value$195

Filed 2026-11-02

Balance Wealth Partners LLC

NEW

Shares6

Change+6

Value$146

Filed 2026-10-27

Signature Resources Capital Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$73 (-$4)

Filed 2026-10-16

Financial Management Professionals, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$24 (-$2)

Filed 2026-10-23

Fifth Third Securities, Inc.

CLOSED

Shares0 from 12,693

Change-12,693 (-100%)

Value$0 (-$326.0K)

Filed 2026-10-21

Independent Wealth Network Inc.

CLOSED

Shares0 from 10,330

Change-10,330 (-100%)

Value$0 (-$265.3K)

Filed 2026-10-19

Kestra Advisory Services, LLC

CLOSED

Shares0 from 10,130

Change-10,130 (-100%)

Value$0 (-$260.1K)

Filed 2026-11-02

Ellis Investment Partners, LLC

CLOSED

Shares0 from 8,263

Change-8,263 (-100%)

Value$0 (-$212.2K)

Filed 2026-10-21

Ballast Rock Private Wealth LLC

CLOSED

Shares0 from 7,886

Change-7,886 (-100%)

Value$0 (-$202.5K)

Filed 2026-10-26

Prosperity Planning, Inc.

CLOSED

Shares0 from 7,826

Change-7,826 (-100%)

Value$0 (-$201.0K)

Filed 2026-10-09

Park National Corp

CLOSED

Shares0 from 2,672

Change-2,672 (-100%)

Value$0 (-$68.6K)

Filed 2026-10-05

Nfsg Corp

CLOSED

Shares0 from 1,902

Change-1,902 (-100%)

Value$0 (-$48.9K)

Filed 2026-10-15

Beacon Financial Strategies Corp

CLOSED

Shares0 from 1,251

Change-1,251 (-100%)

Value$0 (-$32.1K)

Filed 2026-10-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 319

Change-319 (-100%)

Value$0 (-$8.1K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 170

Change-170 (-100%)

Value$0 (-$4.4K)

Filed 2026-10-30

State Street Corp

N/A

Shares— from 3,869,418

Change-3,869,418 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,803,213

Change-2,803,213 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 1,041,207

Change-1,041,207 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 848,847

Change-848,847 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 830,222

Change-830,222 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 698,096

Change-698,096 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 421,149

Change-421,149 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 391,911

Change-391,911 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 346,590

Change-346,590 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 322,186

Change-322,186 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 284,279

Change-284,279 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 269,522

Change-269,522 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 217,545

Change-217,545 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 200,387

Change-200,387 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 168,079

Change-168,079 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 158,108

Change-158,108 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 142,117

Change-142,117 (-100%)

Value—

Note Advisors, LLC

N/A

Shares— from 120,853

Change-120,853 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 119,786

Change-119,786 (-100%)

Value—

Integrity Wealth Solutions LLC

N/A

Shares— from 109,654

Change-109,654 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 104,031

Change-104,031 (-100%)

Value—

Tiaa Trust, National Association

N/A

Shares— from 101,072

Change-101,072 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 100,268

Change-100,268 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 92,292

Change-92,292 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 80,173

Change-80,173 (-100%)

Value—

Jacobi Capital Management LLC

N/A

Shares— from 78,926

Change-78,926 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 74,656

Change-74,656 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 56,381

Change-56,381 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 50,333

Change-50,333 (-100%)

Value—

Cape COD Five Cents Savings Bank

N/A

Shares— from 44,608

Change-44,608 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 41,273

Change-41,273 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 39,795

Change-39,795 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 38,516

Change-38,516 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 38,384

Change-38,384 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,228

Change-38,228 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 38,225

Change-38,225 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 34,999

Change-34,999 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 34,608

Change-34,608 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,479

Change-34,479 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 33,223

Change-33,223 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 26,121

Change-26,121 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 24,008

Change-24,008 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 23,602

Change-23,602 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 23,322

Change-23,322 (-100%)

Value—

UBS Group AG

N/A

Shares— from 23,298

Change-23,298 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 20,213

Change-20,213 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 15,754

Change-15,754 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,670

Change-15,670 (-100%)

Value—

Financial Strategies Group, Inc.

N/A

Shares— from 12,456

Change-12,456 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 12,329

Change-12,329 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 12,262

Change-12,262 (-100%)

Value—

Nwam LLC

N/A

Shares— from 10,283

Change-10,283 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 9,945

Change-9,945 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,894

Change-9,894 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 9,829

Change-9,829 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 9,814

Change-9,814 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 9,548

Change-9,548 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 9,297

Change-9,297 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 8,943

Change-8,943 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 8,848

Change-8,848 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,205

Change-6,205 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,975

Change-5,975 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 5,783

Change-5,783 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 5,299

Change-5,299 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,778

Change-4,778 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,552

Change-4,552 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,142

Change-4,142 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,045

Change-4,045 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,015

Change-4,015 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 3,523

Change-3,523 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,791

Change-2,791 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 2,754

Change-2,754 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2,618

Change-2,618 (-100%)

Value—

Morgan Dempsey Capital Management LLC

N/A

Shares— from 2,536

Change-2,536 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 2,039

Change-2,039 (-100%)

Value—

Stonehage Fleming Financial Services Holdings Ltd

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,468

Change-1,468 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 830

Change-830 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 785

Change-785 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 608

Change-608 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 501

Change-501 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 424

Change-424 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 389

Change-389 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 346

Change-346 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 310

Change-310 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 249

Change-249 (-100%)

Value—

Blair William & Co

N/A

Shares— from 242

Change-242 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 235

Change-235 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 123

Change-123 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 101

Change-101 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 63

Change-63 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 42

Change-42 (-100%)

Value—

Clearstead Trust, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 15

Change-15 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

10Elms LLP

N/A

Shares— from 0

Change0

Value—

	Status
3Edge Asset Management, LP	DECREASED	1,542,628	1,668,236	-125,608	-8%	$42.8M	$37.6M	-$5.2M	2026-10-30
Cannon Financial Strategists, Inc.	INCREASED	1,310,849	1,228,789	+82,060	+7%	$31.6M	$31.9M	+$390.1K	2026-10-19
Willow Creek Wealth Management Inc.	INCREASED	792,541	685,876	+106,665	+16%	$17.6M	$19.3M	+$1.7M	2026-10-26
Hughes Financial Services, LLC	DECREASED	652,004	808,835	-156,831	-19%	$20.8M	$16.2M	-$4.5M	2026-10-30
Bank of New York Mellon Corp	INCREASED	460,999	162,020	+298,979	+185%	$4.2M	$11.2M	+$7.1M	2026-11-05
Fulton Breakefield Broenniman LLC	INCREASED	427,455	426,017	+1,438	+0%	$10.9M	$10.4M	-$523.0K	2026-11-03
ERn Financial, LLC	INCREASED	393,415	371,944	+21,471	+6%	$9.6M	$9.6M	+$36.0K	2026-10-28
Flagship Harbor Advisors, LLC	INCREASED	391,438	310,719	+80,719	+26%	$8.0M	$9.5M	+$1.6M	2026-10-26
SeaBridge Investment Advisors LLC	INCREASED	330,246	316,529	+13,717	+4%	$8.1M	$8.0M	-$80.4K	2026-11-02
Aquire Wealth Advisors, LLC	DECREASED	203,816	206,789	-2,973	-1%	$5.3M	$5.0M	-$343.4K	2026-10-23
Procyon Advisors, LLC	DECREASED	184,481	186,544	-2,063	-1%	$4.8M	$4.5M	-$294.6K	2026-10-21
Allen Capital Group, LLC	INCREASED	132,439	85,227	+47,212	+55%	$2.2M	$3.2M	+$1.0M	2026-10-27
CFS Investment Advisory Services, LLC	INCREASED	123,436	98,664	+24,772	+25%	$2.5M	$3.0M	+$500.1K	2026-10-19
Garde Capital, Inc.	DECREASED	119,023	127,494	-8,471	-7%	$3.3M	$2.9M	-$373.5K	2026-10-29
Charles Schwab Trust Co	INCREASED	118,872	47,684	+71,188	+149%	$1.2M	$2.9M	+$1.7M	2026-10-15
Verde Capital Management	DECREASED	105,846	129,584	-23,738	-18%	$3.3M	$2.6M	-$748.3K	2026-10-28
Altfest L J & Co Inc	INCREASED	83,519	79,400	+4,119	+5%	$2.0M	$2.0M	-$3.6K	2026-10-27
Cambridge Investment Research Advisors, Inc.	INCREASED	79,122	69,425	+9,697	+14%	$1.8M	$1.9K	-$1.8M	2026-11-02
Rinkey Investments	INCREASED	78,210	71,130	+7,080	+10%	$1.8M	$1.9M	+$79.4K	2026-10-28
Truist Financial Corp	DECREASED	73,646	78,462	-4,816	-6%	$2.0M	$1.8M	-$220.2K	2026-10-30
Gerber Kawasaki Wealth & Investment Management	INCREASED	70,227	68,315	+1,912	+3%	$1.8M	$1.7M	-$42.9K	2026-10-29
Wealthcare Advisory Partners LLC	INCREASED	65,705	43,891	+21,814	+50%	$1.1M	$1.6M	+$474.1K	2026-10-21
Culbertson A N & Co Inc	UNCHANGED	56,780	56,780	0	0%	$1.5M	$1.4M	-$74.4K	2026-10-21
SigFig Wealth Management, LLC	DECREASED	55,588	57,557	-1,969	-3%	$1.5M	$1.4M	-$129.1K	2026-10-07
Treasure Coast Financial Planning	INCREASED	45,455	27,817	+17,638	+63%	$714.3K	$1.1M	+$393.4K	2026-11-03
Vise Technologies, Inc.	INCREASED	41,569	14,536	+27,033	+186%	$373.3K	$1.0M	+$639.7K	2026-10-29
City State Bank	DECREASED	40,605	41,965	-1,360	-3%	$1.1M	$989.5K	-$88.1K	2026-10-20
Wealth Advisory Solutions, LLC	INCREASED	36,272	35,976	+296	+1%	$923.9K	$883.9K	-$39.9K	2026-10-20
Resonant Capital Advisors, LLC	NEW	34,702	—	+34,702	—	—	$845.7K	—	2026-10-15
Busey Bank	DECREASED	33,901	34,641	-740	-2%	$889.6K	$826.2K	-$63.4K	2026-10-26
Fifth Third Bancorp	DECREASED	33,899	37,058	-3,159	-9%	$951.7K	$826.1K	-$125.5K	2026-11-05
Wealthcare Capital Management LLC	INCREASED	33,796	24,881	+8,915	+36%	$638.9K	$823.6K	+$184.7K	2026-10-21
Lido Advisors, LLC	UNCHANGED	30,998	30,998	0	0%	$796.0K	$755.4K	-$40.6K	2026-11-04
Modera Wealth Management, LLC	UNCHANGED	30,245	30,245	0	0%	$776.7K	$737.1K	-$39.6K	2026-10-28
Creative Planning	INCREASED	29,163	28,335	+828	+3%	$727.6K	$710.7K	-$16.9K	2026-11-02
Phillips Financial Management, LLC	DECREASED	27,348	27,470	-122	0%	$705.4K	$666.5K	-$39.0K	2026-10-19
Auour Investments LLC	DECREASED	27,285	27,417	-132	0%	$704.1K	$664.9K	-$39.1K	2026-10-28
KWB Wealth	INCREASED	25,293	24,674	+619	+3%	$633.6K	$616.4K	-$17.2K	2026-10-16
Stonehaven Wealth & TAX Solutions, LLC	DECREASED	24,788	29,036	-4,248	-15%	$745.6K	$604.1K	-$141.6K	2026-10-22
Leading Edge Financial Planning LLC	DECREASED	24,602	37,849	-13,247	-35%	$972.0K	$599.6K	-$372.4K	2026-10-23
McAdam, LLC	NEW	23,875	—	+23,875	—	—	$581.8K	—	2026-10-21
Lynx Capital Group LTD	INCREASED	23,800	11,700	+12,100	+103%	$300.5K	$580.0K	+$279.6K	2026-11-04
BIP Wealth, LLC	DECREASED	23,330	24,812	-1,482	-6%	$637.2K	$568.5K	-$68.6K	2026-10-22
Sheets Smith Wealth Management	UNCHANGED	22,466	22,466	0	0%	$576.9K	$547.5K	-$29.4K	2026-10-16
True Blue Financial, LLC	INCREASED	22,438	21,424	+1,014	+5%	$550.2K	$546.8K	-$3.4K	2026-10-15
Amicus Financial Advisors, LLC	INCREASED	19,342	19,291	+51	+0%	$495.4K	$471.4K	-$24.0K	2026-11-03
Yoder Wealth Management, Inc.	NEW	18,800	—	+18,800	—	—	$458.2K	—	2026-10-13
Keybank National Association	DECREASED	18,565	18,720	-155	-1%	$480.7K	$452.4K	-$28.3K	2026-11-04
Post Resch Tallon Group Inc.	DECREASED	18,468	18,968	-500	-3%	$487.1K	$450.1K	-$37.0K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	17,725	17,768	-43	0%	$456.3K	$432.0K	-$24.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	15,119	14,660	+459	+3%	$371.6K	$369.8K	-$1.8K	2026-10-13
Midwest Trust Co	NEW	14,267	—	+14,267	—	—	$347.7K	—	2026-10-22
Detalus Advisors, LLC	INCREASED	13,679	11,904	+1,775	+15%	$305.7K	$333.4K	+$27.7K	2026-10-15
Valtinson Bruner Financial Planning LLC	INCREASED	12,838	12,837	+1	+0%	$329.7K	$312.9K	-$16.8K	2026-11-02
Kohmann Bosshard Financial Services, LLC	UNCHANGED	12,018	12,018	0	0%	$308.6K	$292.9K	-$15.7K	2026-11-04
Ridgewood Investments LLC	DECREASED	11,962	12,191	-229	-2%	$313.1K	$291.5K	-$21.6K	2026-10-05
Braun-Bostich & Associates Inc.	NEW	10,510	—	+10,510	—	—	$256.1K	—	2026-10-20
D.A. Davidson & Co.	INCREASED	10,117	9,190	+927	+10%	$236.0K	$246.6K	+$10.6K	2026-10-28
Southland Equity Partners LLC	DECREASED	8,678	8,786	-108	-1%	$225.6K	$211.5K	-$14.1K	2026-10-14
Golden State Wealth Management, LLC	INCREASED	8,021	7,929	+92	+1%	$203.6K	$195.5K	-$8.1K	2026-11-02
CoreCap Advisors, LLC	DECREASED	7,629	8,075	-446	-6%	$207.4K	$185.9K	-$21.4K	2026-10-08
Larson Financial Group LLC	DECREASED	7,285	7,435	-150	-2%	$190.9K	$177.5K	-$13.4K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	6,677	6,949	-272	-4%	$178.4K	$162.7K	-$15.7K	2026-10-08
SBI Securities Co., Ltd.	INCREASED	6,446	660	+5,786	+877%	$16.9K	$157.1K	+$140.1K	2026-10-22
Ascentis Independent Advisors	NEW	6,391	—	+6,391	—	—	$155.7K	—	2026-11-03
Ashton Thomas Private Wealth, LLC	UNCHANGED	5,621	5,621	0	0%	$144.3K	$137.0K	-$7.4K	2026-11-03
S.A. Mason LLC	UNCHANGED	5,240	5,240	0	0%	$134.6K	$127.7K	-$6.9K	2026-10-13
Private Trust Co NA	INCREASED	5,057	5,022	+35	+1%	$129.0K	$123.2K	-$5.7K	2026-10-20
Gilpin Wealth Management, LLC	DECREASED	4,245	4,445	-200	-4%	$114.1K	$103.5K	-$10.7K	2026-10-09
Rossby Financial, LCC	UNCHANGED	4,213	4,213	0	0%	$108.2K	$102.7K	-$5.5K	2026-11-05
Mather Group, Llc.	DECREASED	4,108	4,434	-326	-7%	$113.9K	$100.1K	-$13.8K	2026-10-14
TD Private Client Wealth LLC	DECREASED	3,523	3,622	-99	-3%	$93.0K	$85.9K	-$7.2K	2026-10-28
Jnba Financial Advisors	UNCHANGED	3,369	3,369	0	0%	$86.5K	$82.1K	-$4.4K	2026-11-03
US Bancorp \de\	UNCHANGED	1,960	1,960	0	0%	$50.3K	$47.8K	-$2.6K	2026-11-05
Realta Investment Advisors	DECREASED	1,544	1,617	-73	-5%	$41.5K	$37.6K	-$3.9K	2026-10-14
Fairway Wealth LLC	DECREASED	1,429	2,749	-1,320	-48%	$70.6K	$34.8K	-$35.8K	2026-10-30
Princeton Global Asset Management LLC	UNCHANGED	1,278	1,278	0	0%	$32.8K	$31.1K	-$1.7K	2026-10-21
Citigroup Inc	UNCHANGED	1,093	1,093	0	0%	$28.1K	$26.6K	-$1.4K	2026-11-04
Covestor Ltd	INCREASED	1,019	650	+369	+57%	$17	$25	+$8	2026-10-30
Beacon Capital Management, Inc.	DECREASED	953	958	-5	-1%	$24.6K	$23.2K	-$1.4K	2026-10-13
Assetmark, Inc	DECREASED	890	1,244	-354	-28%	$32.0K	$21.7K	-$10.3K	2026-10-21
1620 Investment Advisors, Inc.	UNCHANGED	850	850	0	0%	$21.8K	$20.7K	-$1.1K	2026-11-04
Mosley Wealth Management	INCREASED	583	576	+7	+1%	$14.8K	$14.4K	-$420	2026-10-16
Arlington Trust Co LLC	UNCHANGED	573	573	0	0%	$14.7K	$14.0K	-$751	2026-10-20
Essential Partners LLC	UNCHANGED	457	457	0	0%	$11.7K	$11.1K	-$599	2026-10-14
Ashton Thomas Securities, LLC	UNCHANGED	324	324	0	0%	$8.3K	$7.9K	-$424	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	311	311	0	0%	$8.0K	$7.6K	-$407	2026-11-04
Cape Investment Advisory, Inc.	UNCHANGED	308	308	0	0%	$7.9K	$7.5K	-$403	2026-10-13
Triumph Capital Management	UNCHANGED	192	192	0	0%	$4.9K	$4.7K	-$252	2026-10-14
Blue Trust, Inc.	NEW	99	—	+99	—	—	$2.4K	—	2026-10-15
Abound Wealth Management	NEW	85	—	+85	—	—	$2.1K	—	2026-10-26
Investors Research Corp	UNCHANGED	84	84	0	0%	$2.2K	$2.0K	-$110	2026-10-07
Ascentis Wealth Management, LLC	DECREASED	78	123	-45	-37%	$3.2K	$1.9K	-$1.3K	2026-11-03
Birch Financial Group, LLC	NEW	70	—	+70	—	—	$1.7K	—	2026-10-27
Parallel Advisors, LLC	DECREASED	51	158	-107	-68%	$4.1K	$1.2K	-$2.8K	2026-11-03
IFP Advisors, Inc	UNCHANGED	47	47	0	0%	$1.2K	$1.1K	-$62	2026-10-16
Quest 10 Wealth Builders, Inc.	UNCHANGED	44	44	0	0%	$1.1K	$1.1K	-$58	2026-11-02
Downshift Financial, LLC	NEW	22	—	+22	—	—	$536	—	2026-10-13
Root Financial Partners, LLC	NEW	19	—	+19	—	—	$463	—	2026-10-21
Lloyd Advisory Services, Llc.	NEW	8	—	+8	—	—	$195	—	2026-11-02
Balance Wealth Partners LLC	NEW	6	—	+6	—	—	$146	—	2026-10-27
Signature Resources Capital Management, LLC	UNCHANGED	3	3	0	0%	$77	$73	-$4	2026-10-16
Financial Management Professionals, Inc.	UNCHANGED	1	1	0	0%	$26	$24	-$2	2026-10-23
Fifth Third Securities, Inc.	CLOSED	0	12,693	-12,693	-100%	$326.0K	$0	-$326.0K	2026-10-21
Independent Wealth Network Inc.	CLOSED	0	10,330	-10,330	-100%	$265.3K	$0	-$265.3K	2026-10-19
Kestra Advisory Services, LLC	CLOSED	0	10,130	-10,130	-100%	$260.1K	$0	-$260.1K	2026-11-02
Ellis Investment Partners, LLC	CLOSED	0	8,263	-8,263	-100%	$212.2K	$0	-$212.2K	2026-10-21
Ballast Rock Private Wealth LLC	CLOSED	0	7,886	-7,886	-100%	$202.5K	$0	-$202.5K	2026-10-26
Prosperity Planning, Inc.	CLOSED	0	7,826	-7,826	-100%	$201.0K	$0	-$201.0K	2026-10-09
Park National Corp	CLOSED	0	2,672	-2,672	-100%	$68.6K	$0	-$68.6K	2026-10-05
Nfsg Corp	CLOSED	0	1,902	-1,902	-100%	$48.9K	$0	-$48.9K	2026-10-15
Beacon Financial Strategies Corp	CLOSED	0	1,251	-1,251	-100%	$32.1K	$0	-$32.1K	2026-10-14
International Assets Investment Management, LLC	CLOSED	0	319	-319	-100%	$8.1K	$0	-$8.1K	2026-11-02
Capital Investment Advisory Services, LLC	CLOSED	0	170	-170	-100%	$4.4K	$0	-$4.4K	2026-10-30
State Street Corp	N/A	—	3,869,418	-3,869,418	-100%	$99.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,803,213	-2,803,213	-100%	$72.0M	—	—	—
Pure Financial Advisors, LLC	N/A	—	1,041,207	-1,041,207	-100%	$26.7M	—	—	—
LPL Financial LLC	N/A	—	848,847	-848,847	-100%	$21.8M	—	—	—
Cerity Partners LLC	N/A	—	830,222	-830,222	-100%	$21.3M	—	—	—
Bank of America Corp	N/A	—	698,096	-698,096	-100%	$17.9M	—	—	—
Morgan Stanley	N/A	—	421,149	-421,149	-100%	$10.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	391,911	-391,911	-100%	$10.1M	—	—	—
IFG Advisory, LLC	N/A	—	346,590	-346,590	-100%	$8.9M	—	—	—
Private Advisor Group, LLC	N/A	—	322,186	-322,186	-100%	$8.3M	—	—	—
Wells Fargo & Company	N/A	—	284,279	-284,279	-100%	$7.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	269,522	-269,522	-100%	$6.9M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	217,545	-217,545	-100%	$5.6M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	200,387	-200,387	-100%	$5.1M	—	—	—
Cetera Investment Advisers	N/A	—	168,079	-168,079	-100%	$4.3M	—	—	—
Raffa Wealth Management, LLC	N/A	—	158,108	-158,108	-100%	$4.1M	—	—	—
Focus Partners Wealth	N/A	—	142,117	-142,117	-100%	$3.6M	—	—	—
Note Advisors, LLC	N/A	—	120,853	-120,853	-100%	$3.1M	—	—	—
Raymond James Financial Inc	N/A	—	119,786	-119,786	-100%	$3.1M	—	—	—
Integrity Wealth Solutions LLC	N/A	—	109,654	-109,654	-100%	$2.8M	—	—	—
JPMorgan Chase & Co	N/A	—	104,031	-104,031	-100%	$2.7M	—	—	—
Tiaa Trust, National Association	N/A	—	101,072	-101,072	-100%	$2.6M	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	100,268	-100,268	-100%	$2.5M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	92,292	-92,292	-100%	$2.4M	—	—	—
Continuum Advisory, LLC	N/A	—	80,173	-80,173	-100%	$2.1M	—	—	—
Jacobi Capital Management LLC	N/A	—	78,926	-78,926	-100%	$2.0M	—	—	—
ST Germain D J Co Inc	N/A	—	74,656	-74,656	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	56,381	-56,381	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	50,333	-50,333	-100%	$1.3M	—	—	—
Cape COD Five Cents Savings Bank	N/A	—	44,608	-44,608	-100%	$1.1M	—	—	—
Cary Street Partners Financial LLC	N/A	—	41,273	-41,273	-100%	$1.1M	—	—	—
MML Investors Services, LLC	N/A	—	39,795	-39,795	-100%	$1.0M	—	—	—
Geneos Wealth Management Inc.	N/A	—	38,516	-38,516	-100%	$989.1K	—	—	—
Ameriprise Financial Inc	N/A	—	38,384	-38,384	-100%	$984.5K	—	—	—
Citadel Advisors LLC	N/A	—	38,228	-38,228	-100%	$981.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	38,225	-38,225	-100%	$981.6K	—	—	—
Royal Bank of Canada	N/A	—	34,999	-34,999	-100%	$899.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	34,608	-34,608	-100%	$888.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	34,479	-34,479	-100%	$885.4K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	33,223	-33,223	-100%	$853.2K	—	—	—
HRT Financial LP	N/A	—	26,121	-26,121	-100%	$670.0K	—	—	—
Savant Capital, LLC	N/A	—	24,008	-24,008	-100%	$620.6K	—	—	—
Northern Trust Corp	N/A	—	23,602	-23,602	-100%	$606.1K	—	—	—
Level Four Advisory Services, LLC	N/A	—	23,322	-23,322	-100%	$598.9K	—	—	—
UBS Group AG	N/A	—	23,298	-23,298	-100%	$598.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	20,213	-20,213	-100%	$519.1K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	15,754	-15,754	-100%	$404.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,670	-15,670	-100%	$402.0K	—	—	—
Financial Strategies Group, Inc.	N/A	—	12,456	-12,456	-100%	$315.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	12,329	-12,329	-100%	$317.0K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	12,262	-12,262	-100%	$314.9K	—	—	—
Nwam LLC	N/A	—	10,283	-10,283	-100%	$264.1K	—	—	—
Keystone Financial Group	N/A	—	9,945	-9,945	-100%	$255.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,894	-9,894	-100%	$254.1K	—	—	—
Banque Transatlantique SA	N/A	—	9,829	-9,829	-100%	$252.4K	—	—	—
Cordant, Inc.	N/A	—	9,814	-9,814	-100%	$252.0K	—	—	—
Banco Santander, S.A.	N/A	—	9,548	-9,548	-100%	$245.2K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	9,297	-9,297	-100%	$238.7K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	8,943	-8,943	-100%	$229.7K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	8,848	-8,848	-100%	$227.2K	—	—	—
BFC Planning, Inc.	N/A	—	6,205	-6,205	-100%	$159.4K	—	—	—
FMR LLC	N/A	—	5,975	-5,975	-100%	$153.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	5,783	-5,783	-100%	$148.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	5,299	-5,299	-100%	$136.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,778	-4,778	-100%	$122.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,552	-4,552	-100%	$117.1K	—	—	—
Capital Analysts, LLC	N/A	—	4,142	-4,142	-100%	$106.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,045	-4,045	-100%	$103.9K	—	—	—
Allworth Financial LP	N/A	—	4,015	-4,015	-100%	$103.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	3,523	-3,523	-100%	$90.8K	—	—	—
Arax Advisory Partners	N/A	—	2,791	-2,791	-100%	$71.7K	—	—	—
WealthCollab, LLC	N/A	—	2,754	-2,754	-100%	$70.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2,618	-2,618	-100%	$67.2K	—	—	—
Morgan Dempsey Capital Management LLC	N/A	—	2,536	-2,536	-100%	$65.1K	—	—	—
Winch Advisory Services, LLC	N/A	—	2,039	-2,039	-100%	$52.4K	—	—	—
Stonehage Fleming Financial Services Holdings Ltd	N/A	—	1,600	-1,600	-100%	$41.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,468	-1,468	-100%	$37.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	830	-830	-100%	$21.3K	—	—	—
AE Wealth Management LLC	N/A	—	785	-785	-100%	$20.2K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	700	-700	-100%	$18.0K	—	—	—
Tidemark, LLC	N/A	—	608	-608	-100%	$15.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	501	-501	-100%	$12.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	424	-424	-100%	$10.9K	—	—	—
Howe & Rusling Inc	N/A	—	389	-389	-100%	$10.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	346	-346	-100%	$8.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	310	-310	-100%	$8.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	300	-300	-100%	$7.7K	—	—	—
Dunhill Financial, LLC	N/A	—	249	-249	-100%	$6.4K	—	—	—
Blair William & Co	N/A	—	242	-242	-100%	$6.2K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	235	-235	-100%	$6.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	188	-188	-100%	$4.8K	—	—	—
Harbour Investments, Inc.	N/A	—	123	-123	-100%	$3.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	101	-101	-100%	$2.6K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	84	-84	-100%	$2.1K	—	—	—
Graney & King, LLC	N/A	—	75	-75	-100%	$1.9K	—	—	—
Addison Advisors LLC	N/A	—	72	-72	-100%	$1.8K	—	—	—
Ancora Advisors LLCA	N/A	—	63	-63	-100%	$1.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	42	-42	-100%	$1.1K	—	—	—
Clearstead Trust, LLC	N/A	—	33	-33	-100%	$847	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	24	-24	-100%	$625	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	15	-15	-100%	$385	—	—	—
Kilter Group LLC	N/A	—	7	-7	-100%	$180	—	—	—
10Elms LLP	N/A	—	0	0	—	$7	—	—	—

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