SPDR INDEX SHARES FUNDS - DWX
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 850,303 | 37,358 | 0.0% | 0.0% | 1 | +11,451 | 1.37% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 711,035 | 31,239 | 0.0% | 0.0% | 2 | -7,314 | -1.02% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 635,342 | 27,913 | 0.01% | 0.01% | 3 | +16,646 | 2.69% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 459,622 | 20,193 | 0.0% | 0.0% | 4 | +45,186 | 10.9% | Q4 2025 | Jan 29, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 281,007 | 12,346 | 7.58% | 7.26% | 5 | +8,408 | 3.08% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 246,657 | 10,836 | 0.25% | 0.23% | 6 | +17,635 | 7.7% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Added to | 246,368 | 10,824 | 1.41% | 1.37% | 7 | +13,750 | 5.91% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 235,513 | 10,347 | 1.79% | 1.75% | 8 | +9,905 | 4.39% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 216,919 | 9,530 | 0.17% | 0.18% | 9 | +2,512 | 1.17% | Q4 2025 | Jan 16, 2026 |
| LPL Financial LLC | History | Reduced | 191,947 | 8,433 | 0.0% | 0.0% | 10 | -2,298 | -1.18% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 158,708 | 6,972 | 0.0% | 0.0% | 11 | +3,779 | 2.44% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | New | 148,923 | 6,543 | 0.01% | — | 12 | +148,923 | New | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 139,185 | 6,115 | 0.56% | 0.57% | 13 | -2,983 | -2.1% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 118,870 | 5,222 | 0.0% | 0.0% | 14 | +1,082 | 0.92% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 103,803 | 4,560 | 0.0% | — | 15 | +103,803 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 98,687 | 4,335 | 0.0% | 0.01% | 16 | -11,688 | -10.59% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 93,846 | 4,125 | 0.01% | 0.01% | 17 | +5,551 | 6.29% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,963 | 3,688 | 0.01% | 0.01% | 18 | +6,243 | 8.03% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 71,765 | 3,153 | 0.0% | 0.0% | 19 | +2,220 | 3.19% | Q4 2025 | Feb 10, 2026 |
| Dorsey Wright & Associates | History | Added to | 67,756 | 2,977 | 0.64% | 0.64% | 20 | +931 | 1.39% | Q4 2025 | Feb 20, 2026 |
| Mount Lucas Management LP | History | Added to | 65,416 | 2,874 | 1.15% | 1.12% | 21 | +1,817 | 2.86% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,365 | 2,520 | 0.0% | 0.0% | 22 | +5,554 | 10.72% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 49,117 | 2,157 | 0.0% | 0.0% | 23 | -2,891 | -5.56% | Q4 2025 | Feb 18, 2026 |
| Red Tortoise LLC | History | Added to | 48,698 | 2,139 | 0.91% | 0.89% | 24 | +726 | 1.51% | Q4 2025 | Jan 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 47,415 | 2,083 | 0.23% | 0.23% | 25 | +584 | 1.25% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,374 | 1,905 | 0.01% | 0.01% | 26 | +3,705 | 9.34% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,326 | 1,727 | 0.01% | 0.01% | 27 | +467 | 1.2% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,589 | 1,651 | 0.0% | 0.0% | 28 | +1,950 | 5.47% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 32,906 | 1,445 | 0.07% | 0.06% | 29 | +2,838 | 9.44% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 31,863 | 1,399 | 0.0% | 0.0% | 30 | -2,162 | -6.35% | Q4 2025 | Feb 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 30,403 | 1,335 | 0.02% | 0.03% | 31 | -3,703 | -10.86% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,614 | 1,301 | 0.0% | 0.0% | 32 | -626 | -2.07% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 24,906 | 1,094 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | Reduced | 24,348 | 1,069 | 0.2% | 0.19% | 34 | -92 | -0.38% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,285 | 1,066 | 0.0% | 0.0% | 35 | -237 | -0.97% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,096 | 1,059 | 0.0% | 0.01% | 36 | -26,825 | -52.68% | Q4 2025 | Feb 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 23,210 | 1,019 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 22,366 | 982 | 1.03% | 0.95% | 38 | -153 | -0.68% | Q4 2025 | Jan 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 20,535 | 902 | 0.6% | 0.63% | 39 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 19,971 | 877 | 0.21% | 0.23% | 40 | -2,521 | -11.21% | Q4 2025 | Jan 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 19,905 | 874 | 0.46% | 0.44% | 41 | +297 | 1.51% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 18,122 | 849 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 18,653 | 819 | 0.0% | 0.0% | 43 | -20 | -0.11% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,351 | 718 | 0.0% | 0.0% | 44 | +9,606 | 142.42% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,581 | 685 | 0.0% | 0.0% | 45 | +1,151 | 7.98% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 14,645 | 643 | 0.0% | 0.0% | 46 | +2,033 | 16.12% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Reduced | 14,309 | 628 | 0.19% | 0.19% | 47 | -467 | -3.16% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,977 | 614 | 0.0% | 0.0% | 48 | -224 | -1.58% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,903 | 610 | 0.04% | 0.04% | 49 | +1,818 | 15.04% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,373 | 587 | 0.0% | 0.0% | 50 | -394 | -2.86% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,666 | 556 | 0.0% | 0.0% | 51 | -538 | -4.07% | Q4 2025 | Jan 29, 2026 |
| VestGen Investment Management | History | Added to | 12,515 | 549 | 0.3% | 0.32% | 52 | +65 | 0.52% | Q4 2025 | Feb 18, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 12,227 | 539 | 0.53% | — | 53 | +12,227 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,127 | 532 | 0.0% | 0.0% | 54 | -9,447 | -43.79% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,666 | 512 | 0.02% | 0.02% | 55 | -420 | -3.48% | Q4 2025 | Feb 11, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 11,086 | 487 | 0.08% | 0.09% | 56 | -212 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 10,850 | 476 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,850 | 476 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,803 | 474 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Curbstone Financial Management Corp | History | Added to | 10,708 | 470 | 0.09% | 0.09% | 60 | +100 | 0.94% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,111 | 444 | 0.0% | 0.0% | 61 | +415 | 4.28% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 10,004 | 439 | 0.02% | 0.02% | 62 | -917 | -8.4% | Q4 2025 | Jan 26, 2026 |
| AlphaCentric Advisors LLC | History | New | 9,685 | 425 | 0.42% | — | 63 | +9,685 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,638 | 423 | 0.01% | 0.0% | 64 | +46 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,548 | 419 | 0.0% | 0.0% | 65 | -612 | -6.02% | Q4 2025 | Mar 16, 2026 |
| Mariner, LLC | History | Added to | 9,133 | 401 | 0.0% | 0.0% | 66 | +32 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,788 | 386 | 0.0% | 0.0% | 67 | +277 | 3.25% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 8,616 | 378 | 0.0% | 0.0% | 68 | +691 | 8.72% | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 7,868 | 345 | 0.08% | 0.08% | 69 | +722 | 10.1% | Q4 2025 | Jan 28, 2026 |
| Balentine LLC | History | Reduced | 7,830 | 344 | 0.01% | 0.01% | 70 | -233 | -2.89% | Q4 2025 | Feb 02, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,560 | 332 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| TMB Capital Partners, LLC | History | New | 7,493 | 329 | 0.11% | — | 72 | +7,493 | New | Q4 2025 | Feb 19, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,400 | 325 | 0.01% | 0.0% | 73 | +2,200 | 42.31% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,305 | 320 | 0.01% | 0.01% | 74 | +1,000 | 15.86% | Q4 2025 | Jan 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 6,975 | 306 | 0.06% | 0.06% | 75 | -483 | -6.48% | Q4 2025 | Jan 14, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 6,928 | 304 | 0.16% | 0.19% | 76 | -45 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Creekside Partners | History | Added to | 6,675 | 293 | 0.12% | 0.13% | 78 | +21 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Counterweight Ventures, LLC | History | No change | 6,675 | 293 | 0.16% | 0.17% | 77 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WealthPoint Financial, LLC | History | New | 6,614 | 290 | 0.25% | — | 79 | +6,614 | New | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,513 | 286 | 0.0% | — | 80 | +6,513 | New | Q4 2025 | Mar 25, 2026 |
| Savant Capital, LLC | History | No change | 6,437 | 282 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Added to | 5,987 | 263 | 0.02% | 0.02% | 82 | +557 | 10.26% | Q4 2025 | Jan 20, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 5,952 | 261 | 0.04% | 0.05% | 83 | -1,318 | -18.13% | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | No change | 5,900 | 259 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 5,527 | 242 | 0.0% | 0.0% | 85 | -266 | -4.59% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,342 | 234 | 0.0% | — | 86 | +5,342 | New | Q4 2025 | Feb 18, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 4,879 | 214 | 0.06% | 0.07% | 87 | -502 | -9.33% | Q4 2025 | Feb 12, 2026 |
| Hardin Capital Partners, LLC | History | No change | 4,866 | 213 | 0.1% | 0.11% | 88 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 4,804 | 211 | 0.15% | 0.15% | 89 | +72 | 1.52% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,787 | 210 | 0.0% | 0.0% | 90 | +9 | 0.19% | Q4 2025 | Feb 17, 2026 |
| MYECFO, LLC | History | Reduced | 4,758 | 209 | 0.09% | 0.11% | 91 | -899 | -15.89% | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,728 | 207 | 0.01% | 0.01% | 92 | -278 | -5.55% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,350 | 190 | 0.0% | 0.0% | 93 | +500 | 12.99% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,866 | 169 | 0.0% | 0.0% | 94 | +52 | 1.36% | Q4 2025 | Feb 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 3,590 | 157 | 0.02% | 0.02% | 95 | -133 | -3.57% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 3,064 | 134 | 0.0% | 0.0% | 96 | +46 | 1.52% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | No change | 2,907 | 127 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Crews Bank & Trust | History | No change | 2,735 | 120 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 2,383 | 105 | 0.0% | 0.0% | 99 | +1,313 | 122.71% | Q4 2025 | Jan 26, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,351 | 103 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,060 | 90 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,993 | 87 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Planning Project LLC | History | New | 1,629 | 71 | 0.02% | — | 103 | +1,629 | New | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,555 | 68 | 0.01% | 0.0% | 104 | +725 | 87.35% | Q4 2025 | Jan 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,412 | 62 | 0.0% | 0.0% | 105 | +4 | 0.28% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 1,248 | 54 | 0.0% | — | 106 | +1,248 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 904 | 39 | 0.0% | 0.0% | 107 | +14 | 1.57% | Q4 2025 | Feb 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 800 | 35 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 754 | 33 | 0.0% | 0.0% | 109 | +12 | 1.62% | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Co / SC | History | Reduced | 688 | 30 | 0.0% | 0.0% | 111 | -43 | -5.88% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 700 | 30 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 607 | 26 | 0.03% | 0.01% | 113 | +390 | 179.72% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 600 | 26 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 603 | 26 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 555 | 24 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 525 | 23 | 0.0% | — | 116 | +525 | New | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | No change | 455 | 20 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EFG International AG | History | New | 435 | 19 | 0.0% | — | 118 | +435 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | No change | 359 | 15 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | No change | 300 | 13 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 285 | 12 | 0.0% | 0.0% | 121 | +4 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Aviso Financial Inc. | History | New | 270 | 11 | 0.0% | — | 124 | +270 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 258 | 11 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gen-Wealth Partners Inc | History | No change | 260 | 11 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 200 | 8 | 0.0% | — | 126 | +200 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 198 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 178 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | No change | 161 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | No change | 170 | 7 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 140 | 6 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 65 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 47 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -35,248 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -19,915 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -19,915 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,193 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Beta Wealth Group, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,350 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -5,799 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,730 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -433 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |