SPDR INDEX SHARES FUNDS - CWI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 9,374,374 381,255 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,698,754 191,098 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 3,751,310 152,565 0.93% 0.93% 3 0 0.0% Q2 2026 Jul 20, 2026
Mirae Asset Global Investments Co., Ltd. History No change 3,228,420 131,299 0.19% 0.19% 4 0 0.0% Q2 2026 Jul 22, 2026
Avantax Planning Partners, Inc. History No change 2,270,916 92,358 2.3% 2.3% 5 0 0.0% Q2 2026 Jul 28, 2026
HighTower Advisors, LLC History No change 1,853,458 75,380 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 1,669,007 67,878 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 07, 2026
GLOBALT Investments LLC / GA History No change 1,449,863 58,965 1.99% 1.99% 8 0 0.0% Q2 2026 Aug 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 1,214,749 49,403 3.83% 3.83% 9 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 1,027,849 41,802 0.05% 0.05% 10 0 0.0% Q2 2026 Jul 28, 2026
Pitcairn Wealth Advisors LLC History No change 988,601 40,206 4.4% 4.4% 11 0 0.0% Q2 2026 Aug 10, 2026
MORGAN STANLEY History No change 945,625 38,458 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 895,548 36,421 3.15% 3.15% 13 0 0.0% Q2 2026 Jul 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 861,432 35,034 0.46% 0.46% 14 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 802,257 32,627 0.01% 0.01% 15 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 694,399 28,242 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 642,125 26,115 0.47% 0.47% 17 0 0.0% Q2 2026 Jul 14, 2026
Jacobi Capital Management LLC History No change 628,879 25,576 1.25% 1.25% 18 0 0.0% Q2 2026 Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC History No change 627,989 25,540 0.43% 0.43% 19 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 616,487 25,072 0.11% 0.11% 20 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 601,607 24,467 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 445,173 18,105 0.48% 0.48% 22 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 443,931 18,054 0.15% 0.15% 23 0 0.0% Q2 2026 Aug 06, 2026
Stonebrook Private Inc. History No change 438,294 17,825 3.25% 3.25% 24 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 427,879 17,402 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 421,095 17,125 0.38% 0.38% 26 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 369,468 15,026 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 355,329 14,451 0.07% 0.07% 28 0 0.0% Q2 2026 Jul 17, 2026
HUNTINGTON NATIONAL BANK History No change 347,210 14,121 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 346,048 14,073 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 13, 2026
Atlas Private Wealth Advisors History No change 345,135 14,036 3.07% 3.07% 31 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 319,386 12,989 0.18% 0.18% 32 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 314,489 12,790 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 308,229 12,535 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 307,362 12,500 5.27% 5.27% 35 0 0.0% Q2 2026 Jul 13, 2026
WELLS FARGO & COMPANY/MN History No change 296,901 12,074 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
IAG Wealth Partners, LLC History No change 282,870 11,504 1.14% 1.14% 37 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 279,603 11,371 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 279,708 11,342 0.02% 0.02% 39 0 0.0% Q2 2026 Jul 15, 2026
UBS Group AG History No change 277,979 11,305 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 268,290 10,975 0.11% 0.11% 41 0 0.0% Q2 2026 Jul 27, 2026
Friday Financial History No change 265,560 10,662 2.86% 2.86% 42 0 0.0% Q2 2026 Jul 09, 2026
OSAIC HOLDINGS, INC. History No change 256,192 10,419 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 243,680 9,910 0.12% 0.12% 44 0 0.0% Q2 2026 Aug 18, 2026
Portus Wealth Advisors, LLC History No change 220,496 8,967 7.38% 7.38% 45 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 220,363 8,962 0.01% 0.01% 46 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 229,701 8,880 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History No change 211,015 8,602 0.27% 0.27% 48 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 199,000 8,093 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 190,834 7,705 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 186,518 7,585 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Courage Miller Partners, LLC History No change 186,320 7,577 2.0% 2.0% 52 0 0.0% Q2 2026 Jul 23, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 183,600 7,466 0.95% 0.95% 53 0 0.0% Q2 2026 Aug 25, 2026
Brady Martz Wealth Solutions, LLC History No change 177,774 7,230 1.09% 1.09% 54 0 0.0% Q2 2026 Jul 23, 2026
CVFG LLC History No change 172,132 7,000 0.74% 0.74% 55 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 171,959 6,993 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 160,157 6,513 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 151,687 6,169 0.01% 0.01% 58 0 0.0% Q2 2026 Jul 27, 2026
Opal Wealth Advisors, LLC History No change 151,249 6,151 1.33% 1.33% 59 0 0.0% Q2 2026 Jul 20, 2026
Valmark Advisers, Inc. History No change 148,606 6,043 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 06, 2026
Sterling Group Wealth Management, LLC History No change 141,423 5,751 2.36% 2.36% 61 0 0.0% Q2 2026 Aug 03, 2026
Walkner Condon Financial Advisors LLC History No change 140,659 5,720 0.66% 0.66% 62 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 137,269 5,582 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 17, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 136,630 5,556 0.1% 0.1% 64 0 0.0% Q2 2026 Aug 04, 2026
CWC Advisors, LLC. History No change 135,144 5,496 2.44% 2.44% 65 0 0.0% Q2 2026 Jul 21, 2026
Montecito Bank & Trust History Added to 130,684 5,280 0.8% 0.79% 66 +711 0.55% Q3 2026 Oct 01, 2026
Midwest Trust Co History No change 129,527 5,267 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 128,892 5,242 0.1% 0.1% 68 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 126,394 5,140 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History No change 111,244 4,524 0.06% 0.06% 70 0 0.0% Q2 2026 Aug 06, 2026
NOVEM GROUP History No change 109,572 4,456 0.45% 0.45% 71 0 0.0% Q2 2026 Jul 21, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 107,193 4,359 1.58% 1.58% 72 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 101,084 4,111 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 28, 2026
Chesley Taft & Associates LLC History No change 97,497 3,965 0.15% 0.15% 74 0 0.0% Q2 2026 Jul 08, 2026
JANE STREET GROUP, LLC History No change 92,809 3,774 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 91,457 3,719 0.23% 0.23% 76 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 88,895 3,615 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 85,375 3,472 0.11% 0.11% 78 0 0.0% Q2 2026 Jul 09, 2026
AQR CAPITAL MANAGEMENT LLC History No change 84,047 3,418 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 82,795 3,367 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 82,743 3,350 1.4% 1.4% 81 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 81,041 3,295 0.09% 0.09% 82 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 77,425 3,148 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History No change 77,123 3,136 0.19% 0.19% 84 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 76,028 3,092 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 73,133 2,974 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 70,239 2,856 0.61% 0.61% 87 0 0.0% Q2 2026 Jul 22, 2026
GOLDMAN SACHS GROUP INC History No change 69,818 2,839 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Ironsides Asset Advisors, LLC History No change 69,130 2,811 0.66% 0.66% 89 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 68,146 2,771 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 18, 2026
MEITAV INVESTMENT HOUSE LTD History No change 64,494 2,622 0.02% 0.02% 91 0 0.0% Q2 2026 Jul 20, 2026
Financial Engines Advisors L.L.C. History No change 59,081 2,402 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 56,539 2,299 0.23% 0.23% 93 0 0.0% Q2 2026 Jul 13, 2026
SEI INVESTMENTS CO History No change 55,086 2,240 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 53,676 2,183 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
OLD MISSION CAPITAL LLC History No change 52,534 2,136 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 50,934 2,071 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 50,614 2,050 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 49,665 2,019 0.17% 0.17% 99 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 48,228 1,961 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History Reduced 46,263 1,869 0.03% 0.03% 101 -5,689 -10.95% Q3 2026 Oct 05, 2026
Belpointe Asset Management LLC History No change 44,359 1,804 0.06% 0.06% 102 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 44,354 1,803 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 41,141 1,673 0.03% 0.03% 104 0 0.0% Q2 2026 Jul 30, 2026
ROYAL BANK OF CANADA History No change 38,709 1,574 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 37,808 1,537 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 37,635 1,530 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 07, 2026
Laraway Financial Advisors Inc History No change 36,343 1,478 0.9% 0.9% 108 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History No change 32,644 1,327 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 17, 2026
Newman Dignan & Sheerar, Inc. History No change 30,603 1,244 0.24% 0.24% 110 0 0.0% Q2 2026 Jul 14, 2026
Bragg Financial Advisors, Inc History No change 30,041 1,221 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 29,657 1,206 0.13% 0.13% 112 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 29,205 1,187 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 28,022 1,150 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 27,965 1,137 0.03% 0.03% 115 0 0.0% Q2 2026 Jul 09, 2026
SAGE FINANCIAL GROUP INC History No change 25,978 1,056 0.06% 0.06% 116 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 25,876 1,052 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 25,177 1,023 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 24,661 1,002 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 06, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 26,562 971 0.17% 0.17% 120 0 0.0% Q2 2026 Aug 03, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 23,790 967 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 17, 2026
WEDBUSH SECURITIES INC History No change 23,414 952 0.02% 0.02% 122 0 0.0% Q2 2026 Jul 28, 2026
BBR PARTNERS, LLC History No change 23,341 949 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 11, 2026
Rare Wolf Capital LLC History No change 21,298 866 0.56% 0.56% 124 0 0.0% Q2 2026 Jul 23, 2026
Midwest Capital Advisors, LLC History No change 20,707 842 0.34% 0.34% 125 0 0.0% Q2 2026 Jul 28, 2026
Kagan Cocozza Asset Management History No change 20,125 818 0.51% 0.51% 126 0 0.0% Q2 2026 Aug 06, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 19,306 780 0.15% 0.17% 127 0 0.0% Q3 2026 Oct 05, 2026
Capital Group Private Client Services, Inc. History No change 18,846 766 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 18,171 739 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 17,915 728 0.02% 0.02% 130 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 17,664 718 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 17,553 713 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 10, 2026
Iowa State Bank History No change 17,346 705 0.12% 0.12% 133 0 0.0% Q2 2026 Jul 28, 2026
Simplicity Wealth,LLC History No change 16,830 684 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 06, 2026
Ethic Inc. History No change 16,214 659 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 15,965 649 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 15,817 643 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
WFA of San Diego, LLC History No change 15,448 643 0.53% 0.53% 138 0 0.0% Q2 2026 Aug 14, 2026
Kure Advisory, LLC History No change 15,762 641 0.3% 0.3% 139 0 0.0% Q2 2026 Jul 27, 2026
Clarity Capital Advisors, LLC History No change 15,388 625 0.26% 0.26% 140 0 0.0% Q2 2026 Jul 13, 2026
SMI Advisory Services, LLC History No change 14,684 600 0.1% 0.1% 141 0 0.0% Q2 2026 Jul 09, 2026
Towneley Capital Management, Inc / DE History No change 14,514 590 0.12% 0.12% 142 0 0.0% Q2 2026 Jul 30, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 14,379 584 0.08% 0.08% 143 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 13,924 566 0.05% 0.05% 144 0 0.0% Q2 2026 Jul 28, 2026
Fortis Capital Advisors, LLC History No change 13,894 565 0.06% 0.06% 145 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 13,849 563 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 13,770 560 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 13,655 555 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 06, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 13,580 552 0.22% 0.22% 149 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History No change 13,508 549 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 22, 2026
SpringVest Wealth Management LLC History No change 13,384 544 0.34% 0.34% 151 0 0.0% Q2 2026 Jul 22, 2026
Corient Private Wealth LP History No change 13,291 540 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 27, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 13,030 529 0.08% 0.08% 153 0 0.0% Q2 2026 Jul 30, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 12,977 527 0.24% 0.24% 154 0 0.0% Q2 2026 Sep 18, 2026
KLINGENSTEIN FIELDS & CO LP History No change 12,596 512 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 12,511 508 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 22, 2026
Bleakley Financial Group, LLC History No change 12,136 493 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 05, 2026
Radnor Capital Management, LLC History No change 12,000 488 0.07% 0.07% 158 0 0.0% Q2 2026 Jul 16, 2026
MAI Capital Management History No change 11,426 464 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 11,383 462 0.04% 0.04% 160 0 0.0% Q2 2026 Jul 09, 2026
Betterment LLC History No change 11,279 459 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 10,804 439 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 10,582 430 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 27, 2026
Highview Capital Management LLC/DE/ History No change 10,541 428 0.12% 0.12% 164 0 0.0% Q2 2026 Aug 11, 2026
Wealth Alliance Advisory Group, LLC History No change 10,375 421 0.06% 0.06% 165 0 0.0% Q2 2026 Jul 23, 2026
Stegner Investment Associates Inc. History No change 10,178 413 0.2% 0.2% 166 0 0.0% Q2 2026 Jul 24, 2026
DMC Group, LLC History No change 10,148 412 0.28% 0.28% 167 0 0.0% Q2 2026 Jul 28, 2026
Ashton Thomas Private Wealth, LLC History No change 10,119 411 0.01% 0.01% 168 0 0.0% Q2 2026 Jul 29, 2026
FSM Wealth Advisors, LLC History No change 10,031 407 0.04% 0.04% 169 0 0.0% Q2 2026 Jul 15, 2026
Lantern Wealth Advisors, LLC History No change 9,950 404 0.18% 0.18% 170 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 9,815 399 0.07% 0.07% 171 0 0.0% Q2 2026 Jul 24, 2026
M&T BANK CORP History No change 9,658 392 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 04, 2026
Strategic Financial Concepts, LLC History No change 9,632 391 0.12% 0.12% 173 0 0.0% Q2 2026 Jul 27, 2026
Avestar Capital, LLC History No change 9,363 380 0.02% 0.02% 174 0 0.0% Q2 2026 Jul 29, 2026
Krilogy Financial LLC History No change 9,241 375 0.01% 0.01% 175 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 9,195 373 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 8,756 356 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 05, 2026
ARS Investment Partners, LLC History No change 8,579 348 0.02% 0.02% 178 0 0.0% Q2 2026 Jul 09, 2026
Cresset Asset Management, LLC History No change 8,562 348 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History No change 8,483 345 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 04, 2026
PFG Investments, LLC History No change 8,370 340 0.01% 0.01% 181 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 8,350 339 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 03, 2026
Sentry LLC History No change 8,250 335 0.09% 0.09% 183 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 7,856 319 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE GROUP LLC History No change 7,663 311 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 7,382 300 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 03, 2026
Center For Asset Management LLC History No change 7,097 288 0.13% 0.13% 187 0 0.0% Q2 2026 Jul 27, 2026
Sage Mountain Advisors LLC History No change 7,067 287 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 7,045 286 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 14, 2026
EP Wealth Advisors, LLC History No change 6,987 284 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 11, 2026
Cooke Wealth Management, LLC History No change 7,007 284 0.23% 0.23% 191 0 0.0% Q2 2026 Jul 16, 2026
Pinion Investment Advisors, LLC History No change 6,979 283 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 6,862 279 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,811 277 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 15, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 6,800 276 0.12% 0.12% 195 0 0.0% Q2 2026 Aug 14, 2026
PENNEY FINANCIAL, LLC History No change 6,540 265 0.09% 0.09% 196 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 6,490 263 0.0% 0.0% 197 0 0.0% Q2 2026 Sep 08, 2026
RVW Wealth, LLC History No change 6,425 261 0.02% 0.02% 198 0 0.0% Q2 2026 Jul 07, 2026
Smith & Howard Wealth Management, LLC History No change 6,411 260 0.05% 0.05% 199 0 0.0% Q2 2026 Aug 03, 2026
WEALTHGARDEN F.S. LLC History No change 6,387 259 0.15% 0.15% 200 0 0.0% Q2 2026 Jul 31, 2026
Sharkey, Howes & Javer History No change 6,324 257 0.03% 0.03% 201 0 0.0% Q2 2026 Jul 09, 2026
OpenArc Corporate Advisory, LLC History No change 6,285 255 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 05, 2026
GoalVest Advisory LLC History Reduced 6,297 254 0.04% 0.05% 203 -682 -9.77% Q3 2026 Oct 02, 2026
DEUTSCHE BANK AG\ History No change 6,149 250 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL TRUST CO History No change 5,918 240 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 30, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 5,775 234 0.16% 0.16% 206 0 0.0% Q2 2026 Aug 05, 2026
Dakota Wealth Management History No change 5,659 230 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 07, 2026
Redwood Financial Network Corp History No change 5,657 230 0.13% 0.13% 208 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 5,558 226 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 10, 2026
RFG - Bristol Wealth Advisors, LLC History No change 5,474 222 0.05% 0.05% 210 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 5,414 220 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 5,423 220 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 11, 2026
ROCKLAND TRUST CO History No change 5,397 218 0.01% 0.01% 213 0 0.0% Q3 2026 Oct 05, 2026
Grey Ledge Advisors, LLC History No change 5,245 213 0.04% 0.04% 214 0 0.0% Q2 2026 Jul 27, 2026
National Philanthropic Trust History No change 5,241 213 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 5,225 212 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 11, 2026
Northwest Bancshares, Inc. History No change 5,167 210 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 14, 2026
Drucker Wealth 3.0, LLC History No change 5,137 208 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 13, 2026
True Link Financial Advisors, LLC History No change 5,113 207 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 31, 2026
WASHINGTON TRUST Co History No change 5,025 204 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 03, 2026
JFS WEALTH ADVISORS, LLC History No change 5,005 203 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 10, 2026
First Pacific Financial History No change 4,397 178 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 20, 2026
10Elms LLP History No change 4,200 170 0.07% 0.07% 223 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 3,474 139 0.0% 0.0% 224 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Management Group, LLC History No change 3,200 130 0.03% 0.03% 225 0 0.0% Q2 2026 Jul 27, 2026
GLENMEDE TRUST CO NA History No change 3,075 125 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 10, 2026
Napier Financial, LLC History No change 3,079 125 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 31, 2026
CoreCap Advisors, LLC History No change 2,903 118 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 06, 2026
Basepoint Wealth LLC History No change 2,535 103 0.06% 0.06% 229 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 2,505 101 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 07, 2026
SYM FINANCIAL Corp History No change 2,175 88 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 04, 2026
TSFG, LLC History No change 1,969 80 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 23, 2026
Lavaca Capital LLC History No change 1,946 79 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
Coston, McIsaac & Partners History No change 1,717 69 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 1,483 60 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,397 56 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 04, 2026
FIRST COMMUNITY TRUST NA History No change 1,312 53 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 10, 2026
Newton One Investments LLC History No change 1,297 52 0.01% 0.01% 238 0 0.0% Q2 2026 Jul 22, 2026
Main Street Group, LTD History No change 1,285 52 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 13, 2026
TD Waterhouse Canada Inc. History No change 1,292 51 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 1,191 48 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds Capital Management, LLC History No change 1,044 42 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 1,039 42 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 963 39 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 916 37 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 838 34 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 786 31 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 22, 2026
VIMA LLC History No change 750 30 0.03% 0.03% 248 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 667 27 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 621 25 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 561 22 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 23, 2026
LANARK FINANCIAL, INC. History No change 523 21 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 526 21 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 540 21 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 528 21 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History No change 480 19 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 30, 2026
BankPlus Trust Department History No change 468 19 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 28, 2026
Clean Yield Group History No change 462 18 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 05, 2026
Investors Research Corp History No change 430 17 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 360 15 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History No change 374 15 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 07, 2026
Joseph Group Capital Management History No change 322 13 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 331 13 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 24, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 305 12 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 242 9 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 12, 2026
Davis Capital Management History No change 238 9 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 16, 2026
Vanguard National Trust Co History No change 200 8 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Atomic Invest LLC History No change 184 7 0.0% 0.0% 268 0 0.0% Q2 2026 Sep 25, 2026
FIFTH THIRD BANCORP History No change 170 6 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 154 6 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 15, 2026
FRANKLIN RESOURCES INC History No change 136 5 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 105 4 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 94 3 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 50 2 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 25 1 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Wilkerson Advisory Group LLC History No change 23 0 — — — 0 0.0% Q2 2026 Jul 21, 2026