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 | 884,037 | 40,630 | 0.0% | 0.0% | 1 | +31,804 | 3.73% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 724,900 | 33,315 | 0.0% | 0.0% | 2 | +18,209 | 2.58% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 382,023 | 17,557 | 0.0% | 0.0% | 3 | -9,557 | -2.44% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 312,212 | 14,349 | 0.0% | 0.0% | 4 | -44,393 | -12.45% | Q2 2026 | Aug 14, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 294,945 | 13,555 | 7.28% | 7.77% | 5 | +1,442 | 0.49% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | Added to | 263,359 | 12,103 | 1.39% | 1.51% | 6 | +8,997 | 3.54% | Q2 2026 | Jul 27, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 255,937 | 11,762 | 0.22% | 0.27% | 7 | -4,520 | -1.74% | Q2 2026 | Jul 28, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 251,768 | 11,571 | 1.79% | 1.91% | 8 | +3,596 | 1.45% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 221,483 | 10,179 | 0.15% | 0.17% | 9 | +1,162 | 0.53% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | Added to | 212,224 | 9,753 | 0.0% | 0.0% | 10 | +22,306 | 11.75% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 144,636 | 6,650 | 0.01% | 0.01% | 11 | +25,937 | 21.85% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 138,583 | 6,369 | 0.01% | 0.01% | 12 | -10,345 | -6.95% | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | Reduced | 138,398 | 6,360 | 0.52% | 0.57% | 13 | -781 | -0.56% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 119,072 | 5,472 | 0.01% | 0.01% | 14 | +42,939 | 56.4% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 98,768 | 4,539 | 0.0% | 0.0% | 15 | +17,135 | 20.99% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 98,670 | 4,534 | 0.0% | 0.0% | 16 | -6,533 | -6.21% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 97,165 | 4,467 | 0.0% | 0.0% | 17 | -6,229 | -6.02% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 84,134 | 3,866 | 0.0% | 0.0% | 18 | +27,154 | 47.66% | Q2 2026 | Sep 23, 2026 |
| Mount Lucas Management LP | History | Added to | 67,917 | 3,121 | 1.11% | 1.08% | 19 | +3,572 | 5.55% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 67,907 | 3,120 | 0.0% | 0.0% | 20 | +312 | 0.46% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 65,729 | 3,020 | 0.0% | 0.0% | 21 | -2,830 | -4.13% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | New | 49,647 | 2,281 | 0.06% | — | 22 | +49,647 | New | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,166 | 2,121 | 0.01% | 0.01% | 23 | +2,915 | 6.74% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 45,764 | 2,103 | 0.0% | 0.0% | 24 | -413 | -0.89% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,772 | 1,965 | 0.0% | 0.0% | 25 | +2,978 | 7.48% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,143 | 1,936 | 0.01% | 0.01% | 26 | +1,465 | 3.6% | Q2 2026 | Aug 17, 2026 |
| McAdam, LLC | History | Added to | 37,478 | 1,722 | 0.07% | 0.08% | 27 | +248 | 0.67% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,485 | 1,676 | 0.01% | 0.0% | 28 | +36,435 | 72870.0% | Q2 2026 | Jul 17, 2026 |
| FDx Advisors, Inc. | History | Added to | 34,244 | 1,574 | 0.47% | 0.49% | 29 | +358 | 1.06% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | Reduced | 29,219 | 1,342 | 0.0% | 0.0% | 30 | -1,757 | -5.67% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 28,019 | 1,287 | 0.02% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 26,119 | 1,200 | 0.02% | 0.02% | 32 | -821 | -3.05% | Q2 2026 | Aug 05, 2026 |
| AlTi Global, Inc. | History | New | 25,634 | 1,178 | 0.02% | — | 33 | +25,634 | New | Q2 2026 | Aug 05, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 24,906 | 1,144 | 0.09% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 24,711 | 1,136 | 0.05% | — | 35 | +24,711 | New | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 24,280 | 1,115 | 0.18% | 0.2% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 22,369 | 1,065 | 0.02% | 0.02% | 37 | +4,280 | 23.66% | Q2 2026 | Aug 06, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 23,104 | 1,061 | 1.04% | 1.04% | 38 | +945 | 4.26% | Q2 2026 | Jul 21, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 21,226 | 975 | 0.07% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 20,535 | 943 | 0.57% | 0.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 20,292 | 932 | 0.44% | 0.49% | 41 | +292 | 1.46% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,758 | 908 | 0.0% | 0.0% | 42 | -2,649 | -11.82% | Q2 2026 | Jul 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 19,591 | 900 | 0.2% | 0.23% | 43 | -235 | -1.19% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,965 | 871 | 0.0% | 0.0% | 44 | -9,405 | -33.15% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,319 | 845 | 0.0% | 0.0% | 45 | +13 | 0.07% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,366 | 798 | 0.0% | 0.0% | 46 | +918 | 5.58% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,068 | 784 | 0.0% | 0.0% | 47 | +5,612 | 48.99% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,601 | 717 | 0.0% | 0.0% | 48 | -214 | -1.35% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 15,594 | 716 | 0.0% | 0.0% | 49 | +11,105 | 247.38% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 15,451 | 710 | 0.04% | 0.05% | 50 | -286 | -1.82% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 14,800 | 680 | 0.01% | — | 51 | +14,800 | New | Q2 2026 | Aug 06, 2026 |
| Manske Wealth Management | History | Reduced | 13,392 | 615 | 0.15% | 0.17% | 52 | -217 | -1.59% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,196 | 606 | 0.0% | 0.0% | 53 | -3,077 | -18.91% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | Added to | 12,926 | 591 | 0.0% | 0.0% | 54 | +6,489 | 100.81% | Q2 2026 | Aug 10, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 12,662 | 584 | 0.63% | 0.28% | 55 | +7,047 | 125.5% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Added to | 12,353 | 567 | 0.01% | 0.01% | 56 | +64 | 0.52% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,060 | 554 | 0.0% | 0.0% | 57 | -4,291 | -26.24% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 11,830 | 543 | 0.0% | 0.0% | 58 | +1,896 | 19.09% | 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 | New | 11,896 | 520 | 0.35% | — | 60 | +11,896 | New | Q2 2026 | Jul 28, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 10,658 | 489 | 0.08% | 0.09% | 61 | -50 | -0.47% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,548 | 484 | 0.0% | 0.0% | 62 | -1,174 | -10.02% | Q2 2026 | Jul 28, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 10,549 | 484 | 0.41% | 0.45% | 63 | +688 | 6.98% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,251 | 471 | 0.0% | 0.0% | 64 | +707 | 7.41% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,697 | 445 | 0.0% | 0.0% | 65 | +45 | 0.47% | Q2 2026 | Sep 08, 2026 |
| Treasure Coast Financial Planning | History | Added to | 9,225 | 423 | 0.21% | 0.14% | 66 | +3,358 | 57.24% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | Reduced | 8,957 | 411 | 0.02% | 0.02% | 67 | -886 | -9.0% | Q2 2026 | Jul 23, 2026 |
| WealthPoint Financial, LLC | History | Added to | 8,941 | 410 | 0.3% | 0.3% | 68 | +1,009 | 12.72% | 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 | Reduced | 8,223 | 377 | 0.0% | 0.0% | 70 | -217 | -2.57% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,142 | 374 | 0.0% | 0.0% | 71 | -22,909 | -73.78% | 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 | Added to | 7,672 | 352 | 0.0% | 0.0% | 73 | +2,180 | 39.69% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,595 | 349 | 0.01% | 0.01% | 74 | +90 | 1.2% | 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 | Reduced | 7,439 | 341 | 0.11% | 0.11% | 76 | -54 | -0.72% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,145 | 328 | 0.0% | 0.0% | 77 | -5,501 | -43.5% | Q2 2026 | Jul 24, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,928 | 318 | 0.16% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creekside Partners | History | Added to | 6,703 | 308 | 0.11% | 0.13% | 79 | +21 | 0.31% | Q2 2026 | Jul 30, 2026 |
| Counterweight Ventures, LLC | History | No change | 6,675 | 306 | 0.15% | 0.17% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Balentine LLC | History | Reduced | 6,607 | 303 | 0.01% | 0.01% | 81 | -933 | -12.37% | Q2 2026 | Aug 06, 2026 |
| Fairfield Financial Advisors, LTD | History | New | 6,369 | 292 | 0.12% | — | 82 | +6,369 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Added to | 6,099 | 280 | 0.0% | 0.0% | 83 | +199 | 3.37% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 6,058 | 278 | 0.05% | 0.06% | 84 | -189 | -3.03% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | Reduced | 6,028 | 277 | 0.0% | 0.0% | 85 | -70 | -1.15% | 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 | Added to | 5,545 | 254 | 0.05% | 0.05% | 87 | +921 | 19.92% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 5,453 | 250 | 0.0% | 0.0% | 88 | -53 | -0.96% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,237 | 240 | 0.0% | 0.0% | 89 | -34 | -0.65% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 4,897 | 225 | 0.14% | 0.15% | 90 | +70 | 1.45% | 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 | Reduced | 4,731 | 217 | 0.08% | 0.09% | 93 | -27 | -0.57% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 4,575 | 211 | 0.01% | 0.01% | 94 | +21 | 0.46% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 4,555 | 209 | 0.0% | — | 95 | +4,555 | New | Q2 2026 | Aug 13, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 4,500 | 206 | 0.17% | 0.19% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Facet Wealth, Inc. | History | New | 4,417 | 203 | 0.0% | — | 97 | +4,417 | New | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,270 | 196 | 0.0% | 0.0% | 98 | +576 | 15.59% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,050 | 185 | 0.0% | 0.0% | 99 | -300 | -6.9% | Q2 2026 | Aug 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 3,590 | 165 | 0.02% | 0.02% | 100 | +77 | 2.19% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Added to | 3,211 | 147 | 0.0% | 0.0% | 101 | +10 | 0.31% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 3,124 | 143 | 0.0% | 0.0% | 102 | +46 | 1.49% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 2,924 | 134 | 0.01% | — | 103 | +2,924 | New | 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 | Added to | 2,373 | 109 | 0.0% | 0.01% | 107 | +24 | 1.02% | 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 | Reduced | 1,993 | 91 | 0.0% | 0.0% | 109 | -377 | -15.91% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,555 | 71 | 0.0% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,254 | 57 | 0.0% | 0.0% | 111 | -159 | -11.25% | Q2 2026 | Aug 06, 2026 |
| Regatta Research & Money Management | History | New | 914 | 42 | 0.04% | — | 113 | +914 | New | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 921 | 42 | 0.0% | 0.0% | 112 | +13 | 1.43% | Q2 2026 | Jul 20, 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 | Added to | 768 | 35 | 0.0% | 0.0% | 115 | +11 | 1.45% | 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 | Added to | 611 | 28 | 0.0% | 0.0% | 117 | +13 | 2.17% | 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 | Added to | 484 | 22 | 0.0% | 0.0% | 121 | +7 | 1.47% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 291 | 13 | 0.0% | 0.0% | 122 | +5 | 1.75% | 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 | Reduced | 226 | 10 | 0.0% | 0.24% | 125 | -46,989 | -99.52% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 205 | 9 | 0.0% | 0.0% | 127 | +54 | 35.76% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 198 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 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 | New | 148 | 6 | 0.0% | — | 131 | +148 | New | 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 |
| Buck Wealth Strategies, LLC | History | New | 99 | 4 | 0.0% | — | 135 | +99 | New | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 104 | 4 | 0.0% | 0.0% | 134 | -4 | -3.7% | 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 |
| 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 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -48,930 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,935 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,401 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,910 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,790 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,610 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,492 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 12, 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 |