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SS Spdr R1000 LO VOL FOC ETF (ONEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alaska Permanent Fund Corp
DECREASED
Shares64,520 from 501,380
Change-436,860 (-87%)
Value$9.0M (-$62.8M)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares43,156 from 43,231
Change-75 (0%)
Value$6.0M (-$189.6K)
Filed 2026-10-13
Berkeley, Inc
DECREASED
Shares35,629 from 53,132
Change-17,503 (-33%)
Value$4.9M (-$2.7M)
Filed 2026-10-20
Fifth Third Securities, Inc.
DECREASED
Shares32,295 from 32,573
Change-278 (-1%)
Value$4.5M (-$173.6K)
Filed 2026-10-21
Provident Wealth Management, LLC
DECREASED
Shares29,875 from 41,601
Change-11,726 (-28%)
Value$4.2M (-$1.8M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares14,298 from 14,603
Change-305 (-2%)
Value$2.0M (-$102.9K)
Filed 2026-11-02
HF Advisory Group, LLC
INCREASED
Shares12,841 from 12,693
Change+148 (+1%)
Value$1.8M (-$32.0K)
Filed 2026-10-09
21 West Wealth Management LLC
DECREASED
Shares11,256 from 11,302
Change-46 (0%)
Value$1.6M (-$53.2K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares10,198 from 10,312
Change-114 (-1%)
Value$1.4M (-$58.6K)
Filed 2026-11-04
15 Wealth Advisors LLC
NEW
Shares7,597
Change+7,597
Value$1.1M
Filed 2026-10-14
Vise Technologies, Inc.
UNCHANGED
Shares6,140 from 6,140
Change0 (0%)
Value$853.0K (-$25.4K)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares4,165 from 4,154
Change+11 (+0%)
Value$578.6K (-$15.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,844 from 4,168
Change-324 (-8%)
Value$534 (-$595.5K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares3,766 from 3,747
Change+19 (+1%)
Value$523.2K (-$12.8K)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares3,746 from 4,292
Change-546 (-13%)
Value$547.2K (-$88.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares3,746 from 4,292
Change-546 (-13%)
Value$547.2K (-$88.9K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
NEW
Shares3,439
Change+3,439
Value$477.8K
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED
Shares3,158 from 3,151
Change+7 (+0%)
Value$438.8K (-$12.0K)
Filed 2026-11-03
Argyle Capital Partners, LLC
INCREASED
Shares2,756 from 2,650
Change+106 (+4%)
Value$382.9K (+$3.7K)
Filed 2026-10-23
Fermata Advisors, LLC
DECREASED
Shares2,750 from 2,981
Change-231 (-8%)
Value$382.0K (-$44.5K)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares2,749 from 2,857
Change-108 (-4%)
Value$381.9K (-$26.8K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares2,577 from 2,244
Change+333 (+15%)
Value$358.1K (+$37.0K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares2,358 from 2,238
Change+120 (+5%)
Value$327.6K (+$7.4K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,342 from 2,342
Change0 (0%)
Value$325.4K (-$9.7K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares1,636 from 1,653
Change-17 (-1%)
Value$227.3K (-$9.2K)
Filed 2026-10-16
Nfsg Corp
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$221.6K (-$6.6K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares1,330 from 1,329
Change+1 (+0%)
Value$184.8K (-$5.5K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,007 from 1,002
Change+5 (+1%)
Value$139.9K (-$3.4K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$76.3K (-$2.3K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$75.3K (-$2.2K)
Filed 2026-10-16
KFG LLC
NEW
Shares493
Change+493
Value$68.5K
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$48.3K (-$1.4K)
Filed 2026-10-08
Guardian Partners Inc.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$24.7K (-$738)
Filed 2026-10-21
CFG Wealth Management Services, Inc.
NEW
Shares86
Change+86
Value$12.0K
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares10
Change+10
Value$1.4K
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares10
Change+10
Value$1.4K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$417 (-$12)
Filed 2026-10-21
Tsfg, LLC
CLOSED
Shares0 from 7,596
Change-7,596 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
Scarborough Advisors, LLC
CLOSED
Shares0 from 2,142
Change-2,142 (-100%)
Value$0 (-$309.1K)
Filed 2026-10-16
Aspiriant, LLC
CLOSED
Shares0 from 1,399
Change-1,399 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-16
Ameritas Investment Partners, Inc.
N/A
Shares— from 243,256
Change-243,256 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 209,092
Change-209,092 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 69,769
Change-69,769 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 44,732
Change-44,732 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 35,184
Change-35,184 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,435
Change-33,435 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 25,671
Change-25,671 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,595
Change-25,595 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 24,166
Change-24,166 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 23,042
Change-23,042 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 19,266
Change-19,266 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,001
Change-19,001 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 16,319
Change-16,319 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,183
Change-16,183 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,884
Change-8,884 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 757
Change-757 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
UBS Group AG
N/A
Shares— from 699
Change-699 (-100%)
Value—
FMR LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 317
Change-317 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 250
Change-250 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 176
Change-176 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Alaska Permanent Fund Corp
DECREASED64,520501,380-436,860-87%$71.7M$9.0M-$62.8M2026-10-21
Dynamic Advisor Solutions LLC
DECREASED43,15643,231-750%$6.2M$6.0M-$189.6K2026-10-13
Berkeley, Inc
DECREASED35,62953,132-17,503-33%$7.6M$4.9M-$2.7M2026-10-20
Fifth Third Securities, Inc.
DECREASED32,29532,573-278-1%$4.7M$4.5M-$173.6K2026-10-21
Provident Wealth Management, LLC
DECREASED29,87541,601-11,726-28%$6.0M$4.2M-$1.8M2026-10-20
Commonwealth Equity Services, LLC
DECREASED14,29814,603-305-2%$2.1M$2.0M-$102.9K2026-11-02
HF Advisory Group, LLC
INCREASED12,84112,693+148+1%$1.8M$1.8M-$32.0K2026-10-09
21 West Wealth Management LLC
DECREASED11,25611,302-460%$1.6M$1.6M-$53.2K2026-10-13
Creative Financial Designs Inc
DECREASED10,19810,312-114-1%$1.5M$1.4M-$58.6K2026-11-04
15 Wealth Advisors LLC
NEW7,597—+7,597——$1.1M—2026-10-14
Vise Technologies, Inc.
UNCHANGED6,1406,14000%$878.4K$853.0K-$25.4K2026-10-29
Brighton Jones LLC
INCREASED4,1654,154+11+0%$594.3K$578.6K-$15.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED3,8444,168-324-8%$596.0K$534-$595.5K2026-11-02
Smart Wealth LLC
INCREASED3,7663,747+19+1%$536.1K$523.2K-$12.8K2026-11-04
Diversify Wealth Management, LLC
DECREASED3,7464,292-546-13%$636.1K$547.2K-$88.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED3,7464,292-546-13%$636.1K$547.2K-$88.9K2026-10-20
B. Riley Wealth Advisors, Inc.
NEW3,439—+3,439——$477.8K—2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED3,1583,151+7+0%$450.8K$438.8K-$12.0K2026-11-03
Argyle Capital Partners, LLC
INCREASED2,7562,650+106+4%$379.1K$382.9K+$3.7K2026-10-23
Fermata Advisors, LLC
DECREASED2,7502,981-231-8%$426.5K$382.0K-$44.5K2026-10-13
RIA Advisory Group LLC
DECREASED2,7492,857-108-4%$408.7K$381.9K-$26.8K2026-10-15
Bank of New York Mellon Corp
INCREASED2,5772,244+333+15%$321.1K$358.1K+$37.0K2026-11-05
Goldstein Advisors, LLC
INCREASED2,3582,238+120+5%$320.2K$327.6K+$7.4K2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED2,3422,34200%$335.1K$325.4K-$9.7K2026-10-22
PFG Advisors
DECREASED1,6361,653-17-1%$236.5K$227.3K-$9.2K2026-10-16
Nfsg Corp
UNCHANGED1,5951,59500%$228.2K$221.6K-$6.6K2026-10-15
US Bancorp \de\
INCREASED1,3301,329+1+0%$190.2K$184.8K-$5.5K2026-11-05
Larson Financial Group LLC
INCREASED1,0071,002+5+1%$143.3K$139.9K-$3.4K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED54954900%$78.5K$76.3K-$2.3K2026-11-04
IFP Advisors, Inc
UNCHANGED54254200%$77.5K$75.3K-$2.2K2026-10-16
KFG LLC
NEW493—+493——$68.5K—2026-11-02
Farther Finance Advisors, LLC
UNCHANGED34834800%$49.8K$48.3K-$1.4K2026-10-08
Guardian Partners Inc.
UNCHANGED17817800%$25.5K$24.7K-$7382026-10-21
CFG Wealth Management Services, Inc.
NEW86—+86——$12.0K—2026-10-21
GK Wealth Management LLC
NEW10—+10——$1.4K—2026-10-09
Latitude Advisors, LLC
NEW10—+10——$1.4K—2026-10-27
Assetmark, Inc
UNCHANGED3300%$429$417-$122026-10-21
Tsfg, LLC
CLOSED07,596-7,596-100%$1.1M$0-$1.1M2026-10-23
Scarborough Advisors, LLC
CLOSED02,142-2,142-100%$309.1K$0-$309.1K2026-10-16
Aspiriant, LLC
CLOSED01,399-1,399-100%$200.1K$0-$200.1K2026-10-16
Ameritas Investment Partners, Inc.
N/A—243,256-243,256-100%$34.8M———
LPL Financial LLC
N/A—209,092-209,092-100%$29.9M———
Osaic Holdings, Inc.
N/A—69,769-69,769-100%$10.0M———
Cetera Investment Advisers
N/A—44,732-44,732-100%$6.4M———
Equitable Holdings, Inc.
N/A—35,184-35,184-100%$5.0M———
Goldman Sachs Group Inc
N/A—33,435-33,435-100%$4.8M———
Bank of America Corp
N/A—25,671-25,671-100%$3.7M———
Ausdal Financial Partners, Inc.
N/A—25,595-25,595-100%$3.7M———
Northwestern Mutual Wealth Management Co
N/A—24,166-24,166-100%$3.5M———
Proactive Wealth Strategies LLC
N/A—23,042-23,042-100%$3.3M———
Gotham Asset Management, LLC
N/A—19,266-19,266-100%$2.8M———
Raymond James Financial Inc
N/A—19,001-19,001-100%$2.7M———
Stratos Wealth Advisors, LLC
N/A—16,319-16,319-100%$2.3M———
Mariner, LLC
N/A—16,183-16,183-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—12,719-12,719-100%$1.8M———
PNC Financial Services Group, Inc.
N/A—12,011-12,011-100%$1.7M———
SOA Wealth Advisors, Llc.
N/A—11,855-11,855-100%$1.7M———
Capital Analysts, LLC
N/A—9,478-9,478-100%$1.4M———
Avant Capital LLC
N/A—9,233-9,233-100%$1.3M———
NewEdge Advisors, LLC
N/A—8,996-8,996-100%$1.3M———
Susquehanna International Group, LLP
N/A—8,884-8,884-100%$1.3M———
Jones Financial Companies Lllp
N/A—8,111-8,111-100%$1.2M———
Envestnet Asset Management Inc
N/A—8,058-8,058-100%$1.2M———
Pacific SUN Financial Corp
N/A—7,165-7,165-100%$1.0M———
Financial Freedom, LLC
N/A—5,880-5,880-100%$841.3K———
Calton & Associates, Inc.
N/A—5,649-5,649-100%$808.1K———
HRT Financial LP
N/A—3,852-3,852-100%$551.0K———
Private Advisor Group, LLC
N/A—3,758-3,758-100%$537.6K———
Royal Bank of Canada
N/A—3,571-3,571-100%$510.0K———
Focus Partners Advisor Solutions, LLC
N/A—3,541-3,541-100%$506.7K———
Citadel Advisors LLC
N/A—2,949-2,949-100%$421.9K———
Jane Street Group, LLC
N/A—2,910-2,910-100%$416.3K———
Kirkwood Financial Services
N/A—2,284-2,284-100%$326.8K———
Mercer Global Advisors Inc
N/A—2,116-2,116-100%$302.8K———
Keystone Financial Services, LLC
N/A—1,833-1,833-100%$262.3K———
WealthCare Investment Partners, LLC
N/A—1,720-1,720-100%$246.0K———
Tower Research Capital LLC (TRC)
N/A—1,173-1,173-100%$167.8K———
Clearstead Advisors, LLC
N/A—916-916-100%$131.0K———
Rockefeller Capital Management L.P.
N/A—757-757-100%$108.3K———
Global Retirement Partners, LLC
N/A—706-706-100%$101.0K———
UBS Group AG
N/A—699-699-100%$100.0K———
FMR LLC
N/A—510-510-100%$73.0K———
JPMorgan Chase & Co
N/A—317-317-100%$45.4K———
Allworth Financial LP
N/A—250-250-100%$35.8K———
Harbour Investments, Inc.
N/A—185-185-100%$26.5K———
Morgan Stanley
N/A—176-176-100%$25.2K———
O'shaughnessy Asset Management, LLC
N/A—53-53-100%$7.6K———
Hantz Financial Services, Inc.
N/A—47-47-100%$7———
Dunhill Financial, LLC
N/A—47-47-100%$6.7K———
Wells Fargo & Company
N/A—1-1-100%$127———
Showing 90 of 90 institutions