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 | No change | 884,037 | 40,630 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 724,900 | 33,315 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 382,023 | 17,557 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 312,212 | 14,349 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia River Financial Group, LLC | History | No change | 294,945 | 13,555 | 7.28% | 7.28% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 263,359 | 12,103 | 1.39% | 1.39% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 255,937 | 11,762 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 251,768 | 11,571 | 1.79% | 1.79% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 221,483 | 10,179 | 0.15% | 0.15% | 9 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | No change | 212,224 | 9,753 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 144,636 | 6,650 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 138,583 | 6,369 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | No change | 138,398 | 6,360 | 0.52% | 0.52% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 119,072 | 5,472 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 98,768 | 4,539 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 98,670 | 4,534 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 97,165 | 4,467 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 84,134 | 3,866 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mount Lucas Management LP | History | No change | 67,917 | 3,121 | 1.11% | 1.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 67,907 | 3,120 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 65,729 | 3,020 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 49,647 | 2,281 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 46,166 | 2,121 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 45,764 | 2,103 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 42,772 | 1,965 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 42,143 | 1,936 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| McAdam, LLC | History | No change | 37,478 | 1,722 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 36,485 | 1,676 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FDx Advisors, Inc. | History | No change | 34,244 | 1,574 | 0.47% | 0.47% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | No change | 29,219 | 1,342 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 28,019 | 1,287 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 26,119 | 1,200 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlTi Global, Inc. | History | No change | 25,634 | 1,178 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 24,906 | 1,139 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 24,711 | 1,136 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 24,280 | 1,115 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HBK Sorce Advisory LLC | History | No change | 22,369 | 1,065 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 23,104 | 1,061 | 1.04% | 1.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 21,226 | 975 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 20,535 | 943 | 0.57% | 0.57% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 20,292 | 932 | 0.44% | 0.44% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 19,758 | 908 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 19,591 | 900 | 0.2% | 0.2% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 18,965 | 871 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,319 | 845 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 17,366 | 798 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,068 | 784 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 15,601 | 717 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 15,594 | 716 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 15,451 | 710 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,800 | 680 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manske Wealth Management | History | No change | 13,392 | 615 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,196 | 606 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 12,926 | 591 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 12,662 | 584 | 0.63% | 0.63% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 12,353 | 567 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,060 | 554 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 11,830 | 543 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 11,688 | 537 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phillip James Consulting Co. | History | No change | 11,896 | 520 | 0.35% | 0.35% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curbstone Financial Management Corp | History | No change | 10,658 | 489 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,548 | 484 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCentric Advisors LLC | History | No change | 10,549 | 484 | 0.41% | 0.41% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,251 | 471 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,697 | 445 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Treasure Coast Financial Planning | History | No change | 9,225 | 423 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | No change | 8,957 | 411 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPoint Financial, LLC | History | No change | 8,941 | 410 | 0.3% | 0.3% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,269 | 380 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 8,223 | 377 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,142 | 374 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,740 | 355 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,672 | 352 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,595 | 349 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,560 | 347 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| TMB Capital Partners, LLC | History | No change | 7,439 | 341 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 7,145 | 328 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,928 | 318 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creekside Partners | History | No change | 6,703 | 308 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Counterweight Ventures, LLC | History | No change | 6,675 | 306 | 0.15% | 0.15% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Balentine LLC | History | No change | 6,607 | 303 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fairfield Financial Advisors, LTD | History | No change | 6,369 | 292 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 6,099 | 280 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | No change | 6,058 | 278 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 6,028 | 277 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stablepoint Partners, LLC | History | No change | 5,848 | 268 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequent Planning LLC | History | No change | 5,545 | 254 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 5,453 | 250 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,237 | 240 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 4,897 | 225 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hardin Capital Partners, LLC | History | No change | 4,866 | 223 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Milestone Investment Advisors LLC | History | No change | 4,805 | 220 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MYECFO, LLC | History | No change | 4,731 | 217 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,575 | 211 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,555 | 209 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 4,500 | 206 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Facet Wealth, Inc. | History | No change | 4,417 | 203 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,270 | 196 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,050 | 185 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 3,590 | 165 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 3,211 | 147 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 3,124 | 143 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 2,924 | 134 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Trust, LLC | History | No change | 2,907 | 133 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 2,735 | 125 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard National Trust Co | History | No change | 2,548 | 117 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,373 | 109 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,060 | 94 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,993 | 91 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,555 | 71 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,254 | 57 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 921 | 42 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Regatta Research & Money Management | History | No change | 914 | 42 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 800 | 36 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 768 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL TRUST Co | History | No change | 700 | 32 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Co / SC | History | No change | 611 | 28 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 603 | 27 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 555 | 25 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 525 | 24 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 484 | 22 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 291 | 13 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 258 | 11 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 260 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | No change | 226 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 198 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 205 | 9 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 200 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 161 | 7 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Breakwater Investment Management | History | No change | 170 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 148 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 104 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 47 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |