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 | 852,233 | 38,863 | 0.0% | 0.0% | 1 | +1,930 | 0.23% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 706,691 | 32,226 | 0.0% | 0.0% | 2 | -4,344 | -0.61% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 391,580 | 17,856 | 0.0% | 0.0% | 3 | -68,042 | -14.8% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 356,605 | 16,261 | 0.0% | 0.01% | 4 | -278,737 | -43.87% | Q1 2026 | May 11, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 293,503 | 13,384 | 7.77% | 7.58% | 5 | +12,496 | 4.45% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 260,457 | 11,877 | 0.27% | 0.25% | 6 | +13,800 | 5.59% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Added to | 254,362 | 11,599 | 1.51% | 1.41% | 7 | +7,994 | 3.24% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 248,172 | 11,317 | 1.91% | 1.79% | 8 | +12,659 | 5.38% | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 220,321 | 10,047 | 0.17% | 0.17% | 9 | +3,402 | 1.57% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 189,918 | 8,660 | 0.0% | 0.0% | 10 | -2,029 | -1.06% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 148,928 | 6,791 | 0.01% | 0.01% | 11 | +5 | 0.0% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 139,185 | 6,115 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 118,699 | 5,414 | 0.01% | 0.01% | 13 | +24,853 | 26.48% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 105,203 | 4,797 | 0.0% | 0.0% | 14 | -13,667 | -11.5% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 103,394 | 4,716 | 0.0% | 0.0% | 15 | -409 | -0.39% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 81,633 | 3,722 | 0.0% | 0.0% | 16 | +9,868 | 13.75% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 76,133 | 3,471 | 0.01% | 0.01% | 17 | -7,830 | -9.33% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,559 | 3,126 | 0.0% | 0.0% | 18 | +11,194 | 19.51% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 67,595 | 3,082 | 0.0% | 0.0% | 19 | -31,092 | -31.51% | Q1 2026 | May 13, 2026 |
| Mount Lucas Management LP | History | Reduced | 64,345 | 2,934 | 1.08% | 1.15% | 20 | -1,071 | -1.64% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,980 | 2,598 | 0.0% | 0.0% | 21 | -101,728 | -64.1% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | Added to | 48,930 | 2,231 | 0.93% | 0.91% | 22 | +232 | 0.48% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 47,215 | 2,153 | 0.24% | 0.23% | 23 | -200 | -0.42% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 46,177 | 2,105 | 0.0% | 0.0% | 24 | -2,940 | -5.99% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,251 | 1,972 | 0.01% | 0.01% | 25 | -123 | -0.28% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,678 | 1,787 | 0.01% | 0.01% | 26 | +1,352 | 3.44% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,794 | 1,771 | 0.0% | 0.0% | 27 | +2,205 | 5.87% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 37,230 | 1,697 | 0.08% | 0.07% | 28 | +4,324 | 13.14% | Q1 2026 | May 08, 2026 |
| FDx Advisors, Inc. | History | New | 33,886 | 1,545 | 0.49% | — | 29 | +33,886 | New | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,051 | 1,415 | 0.0% | — | 30 | +31,051 | New | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 30,976 | 1,412 | 0.0% | 0.0% | 31 | -887 | -2.78% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,370 | 1,293 | 0.0% | 0.0% | 32 | -1,244 | -4.2% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 28,019 | 1,277 | 0.03% | — | 33 | +28,019 | New | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 26,940 | 1,228 | 0.02% | 0.02% | 34 | -3,463 | -11.39% | Q1 2026 | May 07, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 24,906 | 1,135 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | Reduced | 24,280 | 1,107 | 0.2% | 0.2% | 36 | -68 | -0.28% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,407 | 1,021 | 0.0% | 0.0% | 37 | -1,878 | -7.73% | Q1 2026 | Apr 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 22,159 | 1,010 | 1.04% | 1.03% | 38 | -207 | -0.93% | Q1 2026 | Apr 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 21,226 | 967 | 0.08% | 0.09% | 39 | -1,984 | -8.55% | Q1 2026 | Apr 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 20,535 | 936 | 0.6% | 0.6% | 40 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 20,000 | 912 | 0.49% | 0.46% | 41 | +95 | 0.48% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 19,826 | 904 | 0.23% | 0.21% | 42 | -145 | -0.73% | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 18,089 | 845 | 0.02% | 0.02% | 43 | -33 | -0.18% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | New | 17,935 | 818 | 0.03% | — | 45 | +17,935 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,306 | 818 | 0.0% | 0.0% | 44 | +4,329 | 30.97% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,448 | 750 | 0.0% | 0.0% | 46 | +3,075 | 22.99% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,273 | 742 | 0.0% | 0.0% | 47 | -7,823 | -32.47% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,815 | 721 | 0.0% | 0.0% | 48 | +234 | 1.5% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,737 | 717 | 0.05% | 0.04% | 49 | +1,834 | 13.19% | Q1 2026 | Apr 15, 2026 |
| Manske Wealth Management | History | Reduced | 13,609 | 620 | 0.17% | 0.19% | 50 | -700 | -4.89% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,646 | 576 | 0.0% | 0.0% | 51 | -20 | -0.16% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | New | 12,289 | 560 | 0.01% | — | 52 | +12,289 | New | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,722 | 534 | 0.0% | 0.0% | 53 | +1,611 | 15.93% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | Added to | 11,688 | 533 | 0.01% | 0.01% | 54 | +22 | 0.19% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,881 | 527 | 0.02% | 0.0% | 55 | -11,470 | -70.15% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,456 | 522 | 0.0% | — | 56 | +11,456 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 11,401 | 519 | 0.0% | 0.0% | 57 | -7,252 | -38.88% | Q1 2026 | May 11, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 10,910 | 497 | 0.08% | 0.08% | 58 | -176 | -1.59% | Q1 2026 | May 01, 2026 |
| Curbstone Financial Management Corp | History | No change | 10,708 | 488 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 9,934 | 452 | 0.0% | 0.0% | 60 | +1,146 | 13.04% | Q1 2026 | May 12, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 9,861 | 449 | 0.45% | 0.42% | 61 | +176 | 1.82% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Reduced | 9,843 | 448 | 0.02% | 0.02% | 62 | -161 | -1.61% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,652 | 440 | 0.0% | 0.01% | 63 | +14 | 0.15% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,544 | 435 | 0.0% | 0.0% | 64 | -4 | -0.04% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 8,440 | 384 | 0.0% | 0.0% | 65 | -693 | -7.59% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 8,616 | 378 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,269 | 377 | 0.0% | — | 67 | +8,269 | New | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,740 | 352 | 0.0% | 0.0% | 68 | -3,063 | -28.35% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,560 | 344 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | Reduced | 7,540 | 343 | 0.01% | 0.01% | 70 | -290 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,505 | 342 | 0.01% | 0.01% | 71 | +200 | 2.74% | Q1 2026 | Apr 14, 2026 |
| TMB Capital Partners, LLC | History | No change | 7,493 | 341 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,400 | 325 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,928 | 315 | 0.17% | 0.16% | 74 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creekside Partners | History | Added to | 6,682 | 304 | 0.13% | 0.12% | 76 | +7 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Counterweight Ventures, LLC | History | No change | 6,675 | 304 | 0.17% | 0.16% | 75 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | No change | 6,437 | 293 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthPoint Financial, LLC | History | No change | 6,614 | 290 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Southland Equity Partners LLC | History | Reduced | 6,247 | 284 | 0.06% | 0.06% | 79 | -728 | -10.44% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | New | 6,098 | 278 | 0.0% | — | 80 | +6,098 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 5,900 | 269 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Treasure Coast Financial Planning | History | New | 5,867 | 267 | 0.14% | — | 82 | +5,867 | New | Q1 2026 | May 11, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 5,848 | 266 | 0.04% | 0.04% | 83 | -104 | -1.75% | Q1 2026 | Apr 30, 2026 |
| Austin Private Wealth, LLC | History | No change | 5,987 | 263 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 5,615 | 251 | 0.28% | 0.53% | 86 | -6,612 | -54.08% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 5,506 | 251 | 0.0% | 0.0% | 85 | -21 | -0.38% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,492 | 250 | 0.0% | 0.0% | 87 | -6,635 | -54.71% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,271 | 240 | 0.0% | 0.0% | 88 | -71 | -1.33% | Q1 2026 | May 14, 2026 |
| Hardin Capital Partners, LLC | History | No change | 4,866 | 221 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 4,827 | 220 | 0.15% | 0.15% | 90 | +23 | 0.48% | Q1 2026 | Apr 23, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 4,805 | 219 | 0.05% | 0.02% | 91 | +2,454 | 104.38% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,790 | 218 | 0.0% | 0.0% | 92 | +3 | 0.06% | Q1 2026 | May 14, 2026 |
| MYECFO, LLC | History | No change | 4,758 | 216 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sequent Planning LLC | History | New | 4,624 | 210 | 0.05% | — | 95 | +4,624 | New | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,610 | 210 | 0.0% | — | 94 | +4,610 | New | Q1 2026 | Apr 20, 2026 |
| Infinity Wealth Counsel, LLC | History | New | 4,500 | 205 | 0.19% | — | 96 | +4,500 | New | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 4,489 | 204 | 0.0% | — | 97 | +4,489 | New | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,554 | 203 | 0.01% | 0.01% | 98 | -174 | -3.68% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,350 | 198 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,694 | 168 | 0.0% | 0.0% | 100 | +3,629 | 5583.08% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 3,513 | 160 | 0.02% | 0.02% | 101 | -77 | -2.14% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Reduced | 3,201 | 145 | 0.0% | 0.0% | 102 | -665 | -17.2% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 3,078 | 140 | 0.0% | 0.0% | 103 | +14 | 0.46% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 2,907 | 132 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | No change | 2,735 | 124 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 2,548 | 116 | 0.01% | — | 106 | +2,548 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 2,492 | 113 | 0.0% | 0.0% | 107 | +109 | 4.57% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,370 | 108 | 0.0% | 0.0% | 108 | +377 | 18.92% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,349 | 107 | 0.01% | — | 109 | +2,349 | New | Q1 2026 | May 18, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,060 | 93 | 0.01% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Planning Project LLC | History | No change | 1,629 | 71 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,555 | 70 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,413 | 64 | 0.0% | 0.0% | 113 | +1 | 0.07% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,248 | 54 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 908 | 41 | 0.0% | 0.0% | 115 | +4 | 0.44% | Q1 2026 | Apr 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 800 | 36 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 754 | 33 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CENTRAL TRUST Co | History | No change | 700 | 31 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 600 | 27 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 603 | 27 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 598 | 26 | 0.0% | 0.0% | 121 | -90 | -13.08% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 555 | 24 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | No change | 525 | 23 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 477 | 21 | 0.0% | — | 124 | +477 | New | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 286 | 13 | 0.0% | 0.0% | 125 | +1 | 0.35% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | New | 245 | 11 | 0.0% | — | 128 | +245 | New | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 258 | 11 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | No change | 260 | 11 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | No change | 198 | 9 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 200 | 9 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 161 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Breakwater Investment Management | History | No change | 170 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 151 | 6 | 0.0% | 0.0% | 134 | -27 | -15.17% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 140 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 108 | 4 | 0.0% | — | 137 | +108 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 92 | 4 | 0.0% | — | 136 | +92 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 92 | 4 | 0.0% | — | 138 | +92 | New | Q1 2026 | May 19, 2026 |
| NBC SECURITIES, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 47 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.64% | — | -67,756 | -100.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,645 | -100.0% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.3% | — | -12,515 | -100.0% | Q1 2026 | May 12, 2026 |
| Brown Miller Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,850 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,850 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,868 | -100.0% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,513 | -100.0% | Q1 2026 | May 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,879 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -607 | -100.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q1 2026 | May 06, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 14, 2026 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |