SPHB(SPHB)
SPHB
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 929.52K | Jun 30, 26 | +204.02K | 13.36% |
| MORGAN STANLEY | 271.14K | Jun 30, 26 | +47.58K | 3.90% |
| LPL Financial LLC | 261.86K | Jun 30, 26 | +23.22K | 3.76% |
| Cambridge Investment Research Advisors, Inc. | 235.70K | Jun 30, 26 | +225.81K | 3.39% |
| Proficio Capital Partners LLC | 234.47K | Jun 30, 26 | +160.75K | 3.37% |
| WELLS FARGO & COMPANY/MN | 223.07K | Jun 30, 26 | +104.90K | 3.21% |
| Axiom Financial Strategies, LLC | 209.63K | Jun 30, 26 | -2.82K | 3.01% |
| BANK OF AMERICA CORP /DE/ | 198.60K | Jun 30, 26 | +120.96K | 2.85% |
| NewEdge Advisors, LLC | 143.77K | Jun 30, 26 | +2.61K | 2.07% |
| TRUE Private Wealth Advisors | 122.94K | Jun 30, 26 | +115.25K | 1.77% |
| CITADEL ADVISORS LLC | 102.27K | Jun 30, 26 | -7.78K | 1.47% |
| Jump Financial, LLC | 99.66K | Jun 30, 26 | +46.23K | 1.43% |
| JONES FINANCIAL COMPANIES LLLP | 96.12K | Jun 30, 26 | +30.37K | 1.38% |
| UBS Group AG | 86.80K | Jun 30, 26 | -6.00K | 1.25% |
| RAYMOND JAMES FINANCIAL INC | 81.95K | Jun 30, 26 | +11.39K | 1.18% |
| Fortis Group Advisors, LLC | 77.23K | Jun 30, 26 | +33.67K | 1.11% |
| BNB Wealth Management, LLC | 53.85K | Jun 30, 26 | +12.14K | 0.77% |
| BNP PARIBAS ARBITRAGE, SNC | 50.41K | Jun 30, 26 | -10.01K | 0.72% |
| ENVESTNET ASSET MANAGEMENT INC | 50.13K | Jun 30, 26 | +20.80K | 0.72% |
| Winter & Associates, Inc. | 49.30K | Jun 30, 26 | +20.45K | 0.71% |
| Buckingham Strategic Partners | 49.30K | Jun 30, 26 | +20.52K | 0.71% |
| ROYAL BANK OF CANADA | 48.04K | Jun 30, 26 | -25.20K | 0.69% |
| Chicago Wealth Management, Inc. | 46.71K | Jun 30, 26 | +46.71K | 0.67% |
| Quadrature Capital Ltd | 39.66K | Jun 30, 26 | +39.66K | 0.57% |
| Csenge Advisory Group | 38.05K | Jun 30, 26 | +2.58K | 0.55% |
| GTS SECURITIES LLC | 37.66K | Jun 30, 26 | +15.51K | 0.54% |
| AMERIPRISE FINANCIAL INC | 36.43K | Jun 30, 26 | +1.88K | 0.52% |
| JPMORGAN CHASE & CO | 34.95K | Jun 30, 26 | +8.08K | 0.50% |
| Cetera Investment Advisers | 33.49K | Jun 30, 26 | +3.90K | 0.48% |
| Hutchens & Kramer Investment Management Group, LLC | 32.36K | Jun 30, 26 | +1.20K | 0.46% |
| MML INVESTORS SERVICES, LLC | 29.43K | Jun 30, 26 | +6.79K | 0.42% |
| PFG Advisors | 29.24K | Jun 30, 26 | -3.60K | 0.42% |
| Ayalon Insurance Comp Ltd. | 26.95K | Jun 30, 26 | -- | 0.39% |
| NTV ASSET MANAGEMENT LLC | 26.30K | Jun 30, 26 | -950 | 0.38% |
| Q3 Asset Management | 24.35K | Jun 30, 26 | +24.35K | 0.35% |
| FLOW TRADERS U.S. LLC | 23.64K | Jun 30, 26 | -6.93K | 0.34% |
| Hilltop Holdings Inc. | 23.22K | Jun 30, 26 | +9.75K | 0.33% |
| Kestra Advisory Services, LLC | 21.52K | Jun 30, 26 | +8.84K | 0.31% |
| SIG BROKERAGE, LP | 20.00K | Jun 30, 26 | -- | 0.29% |
| BANK OF MONTREAL /CAN/ | 18.48K | Jun 30, 26 | -3.96K | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 18.10K | Jun 30, 26 | +1.08K | 0.26% |
| ABOUND FINANCIAL, LLC | 17.79K | Jun 30, 26 | -104 | 0.26% |
| Summit Financial, LLC | 17.15K | Jun 30, 26 | +17.15K | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.98K | Jun 30, 26 | -663 | 0.24% |
| Commonwealth Financial Services, LLC | 15.77K | Jun 30, 26 | -238 | 0.23% |
| Creative Planning | 15.43K | Jun 30, 26 | +46 | 0.22% |
| Equitable Holdings, Inc. | 14.90K | Jun 30, 26 | +1.39K | 0.21% |
| E&G Advisors, LP | 14.46K | Jun 30, 26 | -- | 0.21% |
| VISIONARY HORIZONS, LLC | 13.83K | Jun 30, 26 | +13.83K | 0.20% |
| Ramiah Investment Group | 13.75K | Jun 30, 26 | +13.75K | 0.20% |
| Private Advisor Group, LLC | 10.94K | Jun 30, 26 | +6.76K | 0.16% |
| Tower Research Capital LLC (TRC) | 10.38K | Jun 30, 26 | +9.46K | 0.15% |
| D.A. DAVIDSON & CO. | 10.09K | Jun 30, 26 | -50 | 0.14% |
| D. E. Shaw & Co., Inc. | 9.26K | Jun 30, 26 | +7.09K | 0.13% |
| Sowell Financial Services LLC | 9.01K | Jun 30, 26 | +200 | 0.13% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.94K | Jun 30, 26 | +17 | 0.13% |
| Sequent Asset Management, LLC | 8.61K | Jun 30, 26 | -- | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 8.28K | Jun 30, 26 | +1.69K | 0.12% |
| HRT FINANCIAL LP | 8.23K | Jun 30, 26 | +2.17K | 0.12% |
| DAVENPORT & Co LLC | 7.70K | Jun 30, 26 | +7.70K | 0.11% |
| MAGNOLIA CAPITAL ADVISORS LLC | 6.87K | Jun 30, 26 | +451 | 0.10% |
| Seros Financial, LLC | 6.01K | Jun 30, 26 | -500 | 0.09% |
| Stratos Wealth Advisors, LLC | 5.97K | Jun 30, 26 | +163 | 0.09% |
| Medallion Wealth Advisors, LLC | 5.91K | Jun 30, 26 | +4.73K | 0.08% |
| Advyzon Investment Management, LLC | 5.81K | Jun 30, 26 | +140 | 0.08% |
| Legacy Financial Strategies, LLC | 5.50K | Jun 30, 26 | -- | 0.08% |
| BENJAMIN EDWARDS INC | 5.46K | Jun 30, 26 | -85 | 0.08% |
| CreativeOne Wealth, LLC | 5.45K | Jun 30, 26 | -84 | 0.08% |
| FIDUCIARY FINANCIAL ADVISORS | 5.34K | Jun 30, 26 | +5.34K | 0.08% |
| Rockefeller Capital Management L.P. | 5.19K | Jun 30, 26 | +2.24K | 0.07% |
| Koshinski Asset Management, Inc. | 5.17K | Jun 30, 26 | -- | 0.07% |
| Integrated Wealth Concepts LLC | 5.12K | Jun 30, 26 | +440 | 0.07% |
| Midwest Financial Network, LLC | 5.05K | Jun 30, 26 | +2.59K | 0.07% |
| XTX Topco Ltd | 4.90K | Jun 30, 26 | +1.39K | 0.07% |
| FIFTH THIRD BANCORP | 4.87K | Jun 30, 26 | +104 | 0.07% |
| Wealthcare Advisory Partners LLC | 4.83K | Jun 30, 26 | +4.83K | 0.07% |
| Belvedere Trading LLC | 4.76K | Jun 30, 26 | +4.24K | 0.07% |
| Optivise Advisory Services LLC | 4.76K | Jun 30, 26 | +4.76K | 0.07% |
| Plotkin Financial Advisors, LLC | 4.44K | Jun 30, 26 | -- | 0.06% |
| Hyundai Investments Co., Ltd. | 4.34K | Jun 30, 26 | -3.26K | 0.06% |
| Resources Investment Advisors, LLC. | 4.17K | Jun 30, 26 | +4.17K | 0.06% |
| Weaver Consulting Group | 4.13K | Jun 30, 26 | -1.00K | 0.06% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4.03K | Jun 30, 26 | -- | 0.06% |
| ADAPT WEALTH ADVISORS, LLC | 3.99K | Jun 30, 26 | -61 | 0.06% |
| STIFEL FINANCIAL CORP | 3.97K | Jun 30, 26 | +154 | 0.06% |
| TWO SIGMA SECURITIES, LLC | 3.94K | Jun 30, 26 | +3.94K | 0.06% |
| RCS Financial Planning, LLC | 3.91K | Jun 30, 26 | +797 | 0.06% |
| Financial Partners Group, Inc | 3.87K | Jun 30, 26 | +436 | 0.06% |
| One Wealth Management Investment & Advisory Services, LLC | 3.79K | Jun 30, 26 | -251 | 0.05% |
| New England Professional Planning Group Inc. | 3.62K | Jun 30, 26 | +4 | 0.05% |
| Avant Capital LLC | 3.59K | Jun 30, 26 | +201 | 0.05% |
| Quadcap Wealth Management, LLC | 3.44K | Jun 30, 26 | -42 | 0.05% |
| HARBOUR INVESTMENTS, INC. | 3.34K | Jun 30, 26 | +2.59K | 0.05% |
| REICON WEALTH ADVISORS, LLC | 3.31K | Jun 30, 26 | +178 | 0.05% |
| FMR LLC | 3.18K | Jun 30, 26 | +425 | 0.05% |
| Fingerlakes Wealth Management, Inc. | 3.09K | Jun 30, 26 | -471 | 0.04% |
| Goldstone Financial Group, LLC | 3.04K | Jun 30, 26 | +3.04K | 0.04% |
| Nova Wealth Management, Inc. | 2.85K | Jun 30, 26 | -5.88K | 0.04% |
| Sanctuary Advisors, LLC | 2.85K | Jun 30, 26 | -- | 0.04% |
| Stratos Wealth Partners, LTD. | 2.77K | Jun 30, 26 | -53 | 0.04% |
| Colony Group, LLC | 2.71K | Jun 30, 26 | -- | 0.04% |
| Modern Wealth Management, LLC | 2.68K | Jun 30, 26 | +2.68K | 0.04% |
| BURKE & HERBERT BANK & TRUST CO | 2.60K | Jun 30, 26 | -55 | 0.04% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2.54K | Jun 30, 26 | -594 | 0.04% |
| Janney Montgomery Scott LLC | 2.52K | Jun 30, 26 | -500 | 0.04% |
| XML Financial, LLC | 2.45K | Jun 30, 26 | -- | 0.04% |
| Grandview Asset Management LLC | 2.41K | Jun 30, 26 | +2.41K | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | 2.40K | Jun 30, 26 | +2.40K | 0.03% |
| Savant Capital, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.03% |
| IHT Wealth Management, LLC | 2.39K | Jun 30, 26 | -233 | 0.03% |
| Atria Investments, Inc | 2.37K | Jun 30, 26 | +2.37K | 0.03% |
| Advisory Services Network, LLC | 2.31K | Jun 30, 26 | -4 | 0.03% |
| Concurrent Investment Advisors, LLC | 2.30K | Jun 30, 26 | -- | 0.03% |
| Betterment LLC | 2.29K | Jun 30, 26 | -84 | 0.03% |
| Gateway Wealth Partners, LLC | 2.16K | Jun 30, 26 | -2.16K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.00K | Jun 30, 26 | -25 | 0.03% |
| Beacon Pointe Advisors, LLC | 1.96K | Jun 30, 26 | +1.96K | 0.03% |
| HighTower Advisors, LLC | 1.92K | Jun 30, 26 | -2 | 0.03% |
| OPPENHEIMER & CO INC | 1.85K | Jun 30, 26 | +1.85K | 0.03% |
| Mariner, LLC | 1.78K | Jun 30, 26 | -6.88K | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1.72K | Jun 30, 26 | +1.72K | 0.02% |
| Focus Financial Network, Inc. | 1.70K | Jun 30, 26 | +1.70K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.65K | Jun 30, 26 | -286 | 0.02% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.59K | Jun 30, 26 | +1.59K | 0.02% |
| Indivisible Partners | 1.53K | Jun 30, 26 | +1.53K | 0.02% |
| Aurora Private Wealth, Inc. | 1.52K | Jun 30, 26 | +1.52K | 0.02% |
| VestGen Advisors, LLC | 1.43K | Jun 30, 26 | +1.43K | 0.02% |
| Valued Retirements, Inc. | 1.40K | Jun 30, 26 | -770 | 0.02% |
| ALESCO ADVISORS LLC | 1.38K | Jun 30, 26 | +1.38K | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.36K | Jun 30, 26 | +1.36K | 0.02% |
| Capital Investment Advisors, LLC | 1.36K | Jun 30, 26 | +1.36K | 0.02% |
| PRINCIPAL SECURITIES, INC. | 1.30K | Jun 30, 26 | +1.30K | 0.02% |
| MONEY CONCEPTS CAPITAL CORP | 1.30K | Jun 30, 26 | +1.30K | 0.02% |
| J.W. COLE ADVISORS, INC. | 1.30K | Jun 30, 26 | +1.30K | 0.02% |
| Allworth Financial LP | 1.13K | Jun 30, 26 | -- | 0.02% |
| Ancora Advisors, LLC | 1.13K | Jun 30, 26 | +1.13K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.04K | Jun 30, 26 | +1.04K | 0.01% |
| IFP Advisors, Inc | 1.01K | Jun 30, 26 | +24 | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 999 | Jun 30, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 840 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 812 | Jun 30, 26 | -29 | 0.01% |
| TD Waterhouse Canada Inc. | 796 | Jun 30, 26 | -- | 0.01% |
| MPWM ADVISORY SOLUTIONS, LLC | 748 | Jun 30, 26 | -- | 0.01% |
| CITIGROUP INC | 726 | Jun 30, 26 | +726 | 0.01% |
| Global Retirement Partners, LLC | 526 | Jun 30, 26 | +526 | 0.01% |
| Continuum Advisory, LLC | 500 | Jun 30, 26 | +500 | 0.01% |
| AE Wealth Management LLC | 412 | Jun 30, 26 | +235 | 0.01% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 403 | Jun 30, 26 | -- | 0.01% |
| Delos Wealth Advisors, LLC | 388 | Jun 30, 26 | -- | 0.01% |
| Archer Investment Corp | 364 | Jun 30, 26 | -- | 0.01% |
| Cornerstone Planning Group LLC | 327 | Jun 30, 26 | -1 | 0.00% |
| SIMPLEX TRADING, LLC | 325 | Jun 30, 26 | +325 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 320 | Jun 30, 26 | -150 | 0.00% |
| Cape Investment Advisory, Inc. | 319 | Jun 30, 26 | +319 | 0.00% |
| Founders Financial Alliance, LLC | 287 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 200 | Jun 30, 26 | +100 | 0.00% |
| Aptus Capital Advisors, LLC | 182 | Jun 30, 26 | -- | 0.00% |
| Aventura Private Wealth, LLC | 181 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 176 | Jun 30, 26 | +176 | 0.00% |
| SRS Capital Advisors, Inc. | 150 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 124 | Jun 30, 26 | -827 | 0.00% |
| Oakmont Advisory Group, LLC | 122 | Jun 30, 26 | +122 | 0.00% |
| Triumph Capital Management | 100 | Jun 30, 26 | -- | 0.00% |
| Coppell Advisory Solutions LLC | 87 | Jun 30, 26 | +87 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 52 | Jun 30, 26 | +32 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 50 | Jun 30, 26 | -8 | 0.00% |
| NBC SECURITIES, INC. | 44 | Jun 30, 26 | +44 | 0.00% |
| Main Street Group, LTD | 40 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| US BANCORP \DE\ | 10 | Jun 30, 26 | +10 | 0.00% |
| SHP Wealth Management | 8 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 7 | Jun 30, 26 | -1 | 0.00% |
| KFG WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.26K | -- |
| Capital Investment Advisory Services, LLC | -- | Jun 30, 26 | -22 | -- |
| Savvy Advisors, Inc. | -- | Jun 30, 26 | -4.04K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -1.84K | -- |
| CAPTRUST FINANCIAL ADVISORS | -- | Jun 30, 26 | -3.24K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -7.95K | -- |
| CHESAPEAKE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -351 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -97 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -25 | -- |
| CWM, LLC | 2.11K | Mar 31, 26 | +1.97K | 0.03% |
| Sunbelt Securities, Inc. | 54 | Mar 31, 26 | -- | 0.00% |
| EHP Funds Inc. | 15.50K | Dec 31, 25 | -3.20K | 0.22% |
| COMERICA BANK | 4.76K | Dec 31, 25 | -83 | 0.07% |
| MGB Wealth Management, LLC | 2.40K | Dec 31, 25 | -349 | 0.03% |
| 1858 WEALTH MANAGEMENT, LLC | 2.18K | Sep 30, 25 | -- | 0.03% |
| OPTIMUM INVESTMENT ADVISORS | 53 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 14.98K | Jun 30, 25 | -21.75K | 0.22% |
| Atria Wealth Solutions, Inc. | 10.29K | Jun 30, 25 | +10.29K | 0.15% |
| Legacy Investment Solutions, LLC | 97 | Jun 30, 25 | +97 | 0.00% |
| Centricity Wealth Management, LLC | -- | Jun 30, 25 | -104 | -- |
| BOSTON FINANCIAL MANGEMENT LLC | 3.08K | Dec 31, 24 | +3.08K | 0.04% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -34 | -- |
| RAYMOND JAMES & ASSOCIATES | 195.04K | Sep 30, 24 | -4.74K | 2.80% |
| Raymond James Financial Services Advisors, Inc. | 20.98K | Sep 30, 24 | -18.13K | 0.30% |
| VitalStone Financial, LLC | -- | Sep 30, 24 | -375 | -- |
| Naples Money Management LLC | -- | Sep 30, 24 | -101 | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | Jun 30, 24 | -- | 0.00% |
| SUMMIT FINANCIAL GROUP, INC. | 13.22K | Mar 31, 24 | -485 | 0.19% |
| Cetera Advisor Networks LLC | 9.49K | Mar 31, 24 | +4.49K | 0.14% |
| Retirement Group, LLC | 184 | Mar 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | 35 | Mar 31, 24 | -200 | 0.00% |
| Kistler-Tiffany Companies, LLC | 18.17K | Jun 30, 23 | +150 | 0.26% |
| Financial Architects, Inc | 7.08K | Jun 30, 23 | +678 | 0.10% |
| PIERSHALE FINANCIAL GROUP, INC. | 67 | Jun 30, 23 | +67 | 0.00% |
| Ahrens Investment Partners LLC | 352 | Mar 31, 23 | +352 | 0.01% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 609 | Dec 31, 22 | +1 | 0.01% |
| Clear Perspective Advisors, LLC | 40.60K | Dec 31, 21 | -97.67K | 0.58% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -1.66K | -- |
| Cardan Capital Partners, LLC | -- | Sep 30, 21 | -80.85K | -- |
| FormulaFolio Investments, LLC | 122 | Jun 30, 21 | -140 | 0.00% |
| Rampart Investment Management Company, LLC | -- | Sep 30, 20 | -76.81K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 15.68K | Dec 31, 19 | -4.08K | 0.23% |
| Advisor Group, Inc. | 6.06K | Dec 31, 19 | +2.71K | 0.09% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 23.01K | Sep 30, 19 | -629 | 0.33% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -5.04K | -- |
| NEXT Financial Holdings | 870 | Mar 31, 19 | +870 | 0.01% |