SS Spdr S&P Kensho FF ETF (ROKT)

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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LPL Financial LLC

INCREASED

Shares148,512 from 145,680

Change+2,832 (+2%)

Value$15.5M (-$2.0M)

Filed 2026-11-06

US Bancorp \de\

UNCHANGED

Shares17,436 from 17,436

Change0 (0%)

Value$1.8M (-$269.3K)

Filed 2026-11-05

WealthBridge Capital Management, LLC

INCREASED

Shares15,333 from 15,172

Change+161 (+1%)

Value$1.6M (-$217.6K)

Filed 2026-10-16

Endowment Wealth Management, Inc.

INCREASED

Shares8,473 from 6,487

Change+1,986 (+31%)

Value$881.5K (+$106.5K)

Filed 2026-11-03

Curran Financial Partners, LLC

NEW

Shares6,504

Change+6,504

Value$676.7K

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares6,430 from 14,413

Change-7,983 (-55%)

Value$669 (-$1.7M)

Filed 2026-11-02

Flagship Private Wealth, LLC

DECREASED

Shares4,239 from 4,393

Change-154 (-4%)

Value$441.0K (-$83.8K)

Filed 2026-11-05

Virtus Family Office LLC

DECREASED

Shares3,475 from 3,802

Change-327 (-9%)

Value$361.5K (-$92.7K)

Filed 2026-10-30

Kingswood Wealth Advisors, LLC

INCREASED

Shares2,765 from 2,611

Change+154 (+6%)

Value$287.7K (-$24.2K)

Filed 2026-10-23

D.A. Davidson & Co.

UNCHANGED

Shares2,354 from 2,354

Change0 (0%)

Value$244.9K (-$36.4K)

Filed 2026-10-28

Aurora Private Wealth, Inc.

INCREASED

Shares2,268 from 2,267

Change+1 (+0%)

Value$236 (-$270.8K)

Filed 2026-10-20

Simplex Trading, LLC

INCREASED

Shares2,190 from 505

Change+1,685 (+334%)

Value$227.8K (+$167.5K)

Filed 2026-11-04

Fifth Third Bancorp

INCREASED

Shares900 from 881

Change+19 (+2%)

Value$93.6K (-$11.6K)

Filed 2026-11-05

Belvedere Trading LLC

NEW

Shares508

Change+508

Value$52.9K

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$36.9K (-$5.5K)

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares167 from 167

Change0 (0%)

Value$17.4K (-$2.6K)

Filed 2026-10-30

Farther Finance Advisors, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$15.6K (-$2.3K)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$4.7K (-$695)

Filed 2026-10-16

Virginia Estate & Retirement Planning Advisors Inc.

CLOSED

Shares0 from 4,561

Change-4,561 (-100%)

Value$0 (-$405.0K)

Filed 2026-10-14

Asset One Wealth Management LLC

CLOSED

Shares0 from 4,165

Change-4,165 (-100%)

Value$0 (-$458.9K)

Filed 2026-11-02

Fulcrum Equity Management

CLOSED

Shares0 from 3,021

Change-3,021 (-100%)

Value$0 (-$361.0K)

Filed 2026-10-21

Flow Traders U.S. LLC

N/A

Shares— from 26,489

Change-26,489 (-100%)

Value—

URS Advisory LLC

N/A

Shares— from 19,784

Change-19,784 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 18,726

Change-18,726 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,693

Change-18,693 (-100%)

Value—

Liberty One Investment Management, LLC

N/A

Shares— from 17,766

Change-17,766 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 11,939

Change-11,939 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 10,425

Change-10,425 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,137

Change-9,137 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,892

Change-6,892 (-100%)

Value—

Compass Capital Corp

N/A

Shares— from 3,425

Change-3,425 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,089

Change-3,089 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 2,967

Change-2,967 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,846

Change-1,846 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,830

Change-1,830 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 1,249

Change-1,249 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 950

Change-950 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 519

Change-519 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 393

Change-393 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 288

Change-288 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 135

Change-135 (-100%)

Value—

UBS Group AG

N/A

Shares— from 135

Change-135 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 50

Change-50 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 49

Change-49 (-100%)

Value—

FMR LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 35

Change-35 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 25

Change-25 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	148,512	145,680	+2,832	+2%	$17.4M	$15.5M	-$2.0M	2026-11-06
US Bancorp \de\	UNCHANGED	17,436	17,436	0	0%	$2.1M	$1.8M	-$269.3K	2026-11-05
WealthBridge Capital Management, LLC	INCREASED	15,333	15,172	+161	+1%	$1.8M	$1.6M	-$217.6K	2026-10-16
Endowment Wealth Management, Inc.	INCREASED	8,473	6,487	+1,986	+31%	$775.0K	$881.5K	+$106.5K	2026-11-03
Curran Financial Partners, LLC	NEW	6,504	—	+6,504	—	—	$676.7K	—	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	6,430	14,413	-7,983	-55%	$1.7M	$669	-$1.7M	2026-11-02
Flagship Private Wealth, LLC	DECREASED	4,239	4,393	-154	-4%	$524.9K	$441.0K	-$83.8K	2026-11-05
Virtus Family Office LLC	DECREASED	3,475	3,802	-327	-9%	$454.3K	$361.5K	-$92.7K	2026-10-30
Kingswood Wealth Advisors, LLC	INCREASED	2,765	2,611	+154	+6%	$311.9K	$287.7K	-$24.2K	2026-10-23
D.A. Davidson & Co.	UNCHANGED	2,354	2,354	0	0%	$281.3K	$244.9K	-$36.4K	2026-10-28
Aurora Private Wealth, Inc.	INCREASED	2,268	2,267	+1	+0%	$271.0K	$236	-$270.8K	2026-10-20
Simplex Trading, LLC	INCREASED	2,190	505	+1,685	+334%	$60.3K	$227.8K	+$167.5K	2026-11-04
Fifth Third Bancorp	INCREASED	900	881	+19	+2%	$105.2K	$93.6K	-$11.6K	2026-11-05
Belvedere Trading LLC	NEW	508	—	+508	—	—	$52.9K	—	2026-11-05
North Star Investment Management Corp.	UNCHANGED	355	355	0	0%	$42.4K	$36.9K	-$5.5K	2026-10-27
Spire Wealth Management	UNCHANGED	167	167	0	0%	$20.0K	$17.4K	-$2.6K	2026-10-30
Farther Finance Advisors, LLC	UNCHANGED	150	150	0	0%	$17.9K	$15.6K	-$2.3K	2026-10-08
IFP Advisors, Inc	UNCHANGED	45	45	0	0%	$5.4K	$4.7K	-$695	2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.	CLOSED	0	4,561	-4,561	-100%	$405.0K	$0	-$405.0K	2026-10-14
Asset One Wealth Management LLC	CLOSED	0	4,165	-4,165	-100%	$458.9K	$0	-$458.9K	2026-11-02
Fulcrum Equity Management	CLOSED	0	3,021	-3,021	-100%	$361.0K	$0	-$361.0K	2026-10-21
Flow Traders U.S. LLC	N/A	—	26,489	-26,489	-100%	$3.2M	—	—	—
URS Advisory LLC	N/A	—	19,784	-19,784	-100%	$2.4M	—	—	—
Raymond James Financial Inc	N/A	—	18,726	-18,726	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	18,693	-18,693	-100%	$2.2M	—	—	—
Liberty One Investment Management, LLC	N/A	—	17,766	-17,766	-100%	$2.1M	—	—	—
Johnson Investment Counsel Inc	N/A	—	11,939	-11,939	-100%	$1.4M	—	—	—
Benson Wealth Management Inc	N/A	—	10,425	-10,425	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	9,137	-9,137	-100%	$1.1M	—	—	—
HRT Financial LP	N/A	—	6,892	-6,892	-100%	$823.0K	—	—	—
Compass Capital Corp	N/A	—	3,425	-3,425	-100%	$414.8K	—	—	—
Jane Street Group, LLC	N/A	—	3,089	-3,089	-100%	$369.1K	—	—	—
Wealthfront Advisers LLC	N/A	—	2,967	-2,967	-100%	$354.5K	—	—	—
Cetera Investment Advisers	N/A	—	1,846	-1,846	-100%	$220.6K	—	—	—
Arax Advisory Partners	N/A	—	1,830	-1,830	-100%	$218.6K	—	—	—
Ankerstar Wealth, LLC	N/A	—	1,249	-1,249	-100%	$149.2K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	950	-950	-100%	$113.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	519	-519	-100%	$62.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	393	-393	-100%	$47.0K	—	—	—
Morgan Stanley	N/A	—	288	-288	-100%	$34.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	135	-135	-100%	$16.1K	—	—	—
UBS Group AG	N/A	—	135	-135	-100%	$16.1K	—	—	—
Bank of Montreal	N/A	—	50	-50	-100%	$6.0K	—	—	—
Harbour Investments, Inc.	N/A	—	49	-49	-100%	$5.9K	—	—	—
FMR LLC	N/A	—	41	-41	-100%	$4.9K	—	—	—
JPMorgan Chase & Co	N/A	—	35	-35	-100%	$4.1K	—	—	—
IFG Advisory, LLC	N/A	—	25	-25	-100%	$3.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	25	-25	-100%	$3.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	10	-10	-100%	$1.2K	—	—	—
Founders Financial Alliance, LLC	N/A	—	7	-7	-100%	$836	—	—	—
BFC Planning, Inc.	N/A	—	5	-5	-100%	$597	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$16	—	—	—

Showing 52 of 52 institutions