SPDR INDEX SHARES FUNDS - EDIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,484,931 | 58,135 | 0.02% | 0.01% | 1 | +179,405 | 13.74% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,466,744 | 57,423 | 0.06% | 0.06% | 2 | +73,639 | 5.29% | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Added to | 1,399,199 | 54,778 | 5.14% | 5.4% | 3 | +39,495 | 2.9% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,226,265 | 48,008 | 0.0% | 0.0% | 4 | +52,249 | 4.45% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 994,278 | 38,926 | 0.0% | 0.0% | 5 | +356,727 | 55.95% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 982,405 | 38,461 | 0.01% | 0.01% | 6 | +158,975 | 19.31% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 485,275 | 18,998 | 0.01% | 0.01% | 7 | +35,336 | 7.85% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 358,150 | 14,022 | 0.0% | — | 8 | +358,150 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 350,678 | 13,729 | 0.0% | 0.0% | 9 | +64,273 | 22.44% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 342,459 | 13,407 | 7.91% | 4.74% | 10 | +170,273 | 98.89% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 319,664 | 12,514 | 0.07% | 0.08% | 11 | +13,762 | 4.5% | Q4 2025 | Jan 26, 2026 |
| Drake & Associates, LLC | History | Added to | 310,725 | 12,164 | 2.42% | 2.24% | 12 | +34,729 | 12.58% | Q4 2025 | Feb 23, 2026 |
| swisspartners Advisors Ltd | History | Added to | 280,410 | 10,965 | 7.96% | 8.4% | 13 | +17,900 | 6.82% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 278,484 | 10,902 | 0.0% | 0.0% | 14 | -3,997 | -1.41% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Reduced | 270,846 | 10,603 | 0.03% | 0.04% | 15 | -2,200 | -0.81% | Q4 2025 | Jan 30, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 258,220 | 10,109 | 2.85% | 2.81% | 16 | +17,949 | 7.47% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 249,876 | 9,782 | 0.0% | 0.0% | 17 | +70,704 | 39.46% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 240,960 | 9,433 | 0.26% | — | 18 | +240,960 | New | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 236,300 | 9,251 | 0.11% | 0.16% | 19 | -279 | -0.12% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 207,413 | 8,120 | 0.0% | 0.0% | 20 | +18,633 | 9.87% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 202,482 | 7,927 | 0.0% | 0.0% | 21 | -97,518 | -32.51% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 195,770 | 7,664 | 0.35% | 0.35% | 22 | +1,885 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 194,993 | 7,633 | 1.98% | 1.72% | 23 | +30,195 | 18.32% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 185,839 | 7,275 | 0.46% | 0.42% | 24 | +23,854 | 14.73% | Q4 2025 | Feb 06, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 185,388 | 7,257 | 4.22% | 4.46% | 25 | +15,753 | 9.29% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 178,104 | 6,972 | 0.09% | 0.09% | 26 | +9,287 | 5.5% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 174,351 | 6,825 | 0.04% | 0.05% | 27 | -68,189 | -28.11% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 171,617 | 6,718 | 0.0% | 0.0% | 28 | +132,352 | 337.07% | Q4 2025 | Feb 17, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 166,408 | 6,514 | 3.58% | 3.43% | 29 | +5,480 | 3.41% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 154,021 | 6,030 | 0.02% | 0.01% | 30 | +25,948 | 20.26% | Q4 2025 | Feb 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 151,232 | 5,920 | 0.48% | 0.47% | 31 | +11,939 | 8.57% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 149,234 | 5,842 | 0.01% | 0.01% | 32 | +15,781 | 11.83% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 133,521 | 5,227 | 0.01% | 0.01% | 33 | +17,059 | 14.65% | Q4 2025 | Feb 13, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 130,985 | 5,128 | 2.98% | 2.9% | 34 | +4,961 | 3.94% | Q4 2025 | Feb 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 123,746 | 4,844 | 0.54% | 0.48% | 35 | +17,533 | 16.51% | Q4 2025 | Jan 14, 2026 |
| Able Wealth Management LLC | History | Added to | 109,787 | 4,298 | 1.36% | 1.39% | 36 | +14,443 | 15.15% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 105,217 | 4,119 | 0.31% | 0.34% | 37 | -1,811 | -1.69% | Q4 2025 | Jan 09, 2026 |
| Cyr Financial Inc. | History | New | 102,825 | 4,025 | 2.51% | — | 38 | +102,825 | New | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 101,097 | 3,958 | 0.01% | 0.01% | 39 | -7,540 | -6.94% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,986 | 3,574 | 0.0% | 0.0% | 40 | +10,534 | 13.26% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 87,304 | 3,417 | 0.08% | 0.09% | 41 | +1,471 | 1.71% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 84,186 | 3,295 | 0.0% | 0.0% | 42 | +822 | 0.99% | Q4 2025 | Feb 06, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 82,322 | 3,222 | 1.98% | 1.86% | 43 | +4,986 | 6.45% | Q4 2025 | Feb 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 77,857 | 3,048 | 0.39% | 0.4% | 44 | -2,351 | -2.93% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,520 | 2,878 | 0.0% | 0.0% | 45 | +23,574 | 47.2% | Q4 2025 | Feb 11, 2026 |
| Old Port Advisors | History | Reduced | 67,341 | 2,636 | 0.65% | 0.71% | 46 | -5,098 | -7.04% | Q4 2025 | Jan 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 62,699 | 2,454 | 0.06% | — | 47 | +62,699 | New | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 62,446 | 2,445 | 0.14% | 0.14% | 48 | +390 | 0.63% | Q4 2025 | Feb 18, 2026 |
| SG Trading Solutions, LLC | History | New | 61,543 | 2,409 | 0.56% | — | 49 | +61,543 | New | Q4 2025 | Feb 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 61,152 | 2,394 | 0.0% | 0.0% | 50 | +2,369 | 4.03% | Q4 2025 | Feb 02, 2026 |
| OneAscent Financial Services LLC | History | New | 60,429 | 2,365 | 0.22% | — | 51 | +60,429 | New | Q4 2025 | Feb 11, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 59,332 | 2,322 | 1.0% | 0.99% | 52 | +5,935 | 11.11% | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 57,320 | 2,244 | 0.07% | — | 53 | +57,320 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 56,473 | 2,210 | 0.03% | 0.03% | 54 | +21 | 0.04% | Q4 2025 | Feb 05, 2026 |
| WealthShield Partners, LLC | History | Added to | 55,487 | 2,172 | 0.24% | 0.24% | 55 | +522 | 0.95% | Q4 2025 | Feb 03, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 54,371 | 2,128 | 0.22% | 0.22% | 56 | -25 | -0.05% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 54,032 | 2,115 | 0.0% | 0.0% | 57 | -3,132 | -5.48% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 48,282 | 1,890 | 0.0% | 0.0% | 58 | -28,600 | -37.2% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 46,333 | 1,813 | 0.01% | 0.03% | 59 | -45,460 | -49.52% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 45,749 | 1,791 | 0.01% | 0.01% | 60 | +914 | 2.04% | Q4 2025 | Feb 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 44,257 | 1,732 | 0.32% | 0.32% | 61 | +2,700 | 6.5% | Q4 2025 | Feb 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 43,571 | 1,705 | 0.56% | 0.6% | 62 | -1,402 | -3.12% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 42,927 | 1,680 | 0.06% | 0.06% | 63 | +1,362 | 3.28% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 40,941 | 1,602 | 0.0% | 0.0% | 64 | -2,363 | -5.46% | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | Added to | 39,116 | 1,531 | 0.37% | 0.37% | 65 | +730 | 1.9% | Q4 2025 | Jan 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 38,710 | 1,515 | 0.06% | 0.11% | 66 | -4,741 | -10.91% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 37,466 | 1,466 | 0.02% | 0.02% | 67 | +2,590 | 7.43% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 34,406 | 1,346 | 0.02% | 0.02% | 68 | -6,527 | -15.95% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 33,181 | 1,299 | 0.02% | 0.02% | 69 | +8,466 | 34.25% | Q4 2025 | Feb 12, 2026 |
| Cordoba Advisory Partners LLC | History | New | 33,000 | 1,291 | 0.32% | — | 70 | +33,000 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 29,826 | 1,167 | 0.05% | 0.05% | 71 | +1,485 | 5.24% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,654 | 1,082 | 0.01% | 0.01% | 72 | +6,406 | 30.15% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | New | 25,973 | 1,016 | 0.01% | — | 73 | +25,973 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 24,875 | 978 | 0.07% | 0.07% | 74 | +1,515 | 6.49% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | New | 24,179 | 946 | 0.02% | — | 75 | +24,179 | New | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 23,200 | 908 | 0.03% | 0.02% | 76 | +11,100 | 91.74% | Q4 2025 | Feb 12, 2026 |
| American Trust | History | New | 12,753 | 876 | 0.07% | — | 77 | +12,753 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Reduced | 21,986 | 860 | 0.06% | 0.06% | 78 | -246 | -1.11% | Q4 2025 | Jan 26, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 20,663 | 808 | 0.52% | 1.13% | 79 | -24,641 | -54.39% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Added to | 20,359 | 797 | 0.0% | 0.0% | 80 | +1,853 | 10.01% | Q4 2025 | Jan 30, 2026 |
| Powerhouse Assets LLC | History | New | 20,293 | 794 | 0.7% | — | 81 | +20,293 | New | Q4 2025 | Jan 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 20,279 | 793 | 0.0% | 0.0% | 82 | -298 | -1.45% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | New | 19,669 | 770 | 0.02% | — | 83 | +19,669 | New | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,529 | 725 | 0.02% | 0.02% | 84 | +3,196 | 20.84% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | No change | 18,200 | 712 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 16,871 | 663 | 0.03% | 0.04% | 86 | -685 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 16,924 | 662 | 0.0% | 0.0% | 87 | -966 | -5.4% | Q4 2025 | Feb 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 16,672 | 652 | 0.01% | 0.01% | 88 | +3,697 | 28.49% | Q4 2025 | Feb 10, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 16,557 | 648 | 0.36% | 0.42% | 89 | -2,018 | -10.86% | Q4 2025 | Jan 28, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 18,014 | 635 | 0.22% | 0.16% | 90 | +5,451 | 43.39% | Q4 2025 | Jan 09, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 15,736 | 616 | 0.04% | 0.04% | 91 | -257 | -1.61% | Q4 2025 | Jan 30, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 15,615 | 611 | 0.17% | 0.18% | 92 | -502 | -3.11% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 14,169 | 554 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,732 | 537 | 0.02% | 0.02% | 94 | +88 | 0.64% | Q4 2025 | Jan 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,650 | 534 | 0.04% | 0.03% | 95 | +2,896 | 26.93% | Q4 2025 | Jan 21, 2026 |
| Key Capital Management, INC | History | New | 13,332 | 521 | 0.52% | — | 96 | +13,332 | New | Q4 2025 | Jan 26, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 13,248 | 518 | 0.18% | 0.29% | 97 | -9,046 | -40.58% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS | History | Reduced | 12,726 | 498 | 0.01% | 0.02% | 98 | -5,529 | -30.29% | Q4 2025 | Feb 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 12,726 | 498 | 0.17% | 0.19% | 99 | -664 | -4.96% | Q4 2025 | Jan 20, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 12,700 | 497 | 0.27% | 0.28% | 100 | -440 | -3.35% | Q4 2025 | Jan 16, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 12,649 | 495 | 0.35% | — | 101 | +12,649 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,561 | 491 | 0.0% | 0.0% | 102 | +3,904 | 45.1% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 12,246 | 479 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,780 | 461 | 0.01% | 0.01% | 104 | +386 | 3.39% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,319 | 404 | 0.01% | 0.0% | 105 | +4,704 | 83.78% | Q4 2025 | Jan 16, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 10,153 | 397 | 0.11% | 0.11% | 106 | +90 | 0.89% | Q4 2025 | Jan 23, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 9,602 | 375 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 9,066 | 371 | 0.1% | 0.09% | 108 | +464 | 5.39% | Q4 2025 | Jan 26, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 9,262 | 362 | 0.11% | 0.12% | 109 | -233 | -2.45% | Q4 2025 | Jan 26, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 9,127 | 357 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,960 | 350 | 0.0% | 0.0% | 112 | +2,967 | 49.51% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | No change | 8,950 | 350 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 8,555 | 334 | 0.11% | 0.25% | 113 | -18,704 | -68.62% | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | Added to | 8,296 | 324 | 0.09% | 0.08% | 114 | +879 | 11.85% | Q4 2025 | Feb 10, 2026 |
| InTrack Investment Management Inc | History | Added to | 8,228 | 322 | 0.18% | 0.18% | 115 | +271 | 3.41% | Q4 2025 | Jan 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,141 | 318 | 0.02% | 0.02% | 116 | +434 | 5.63% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | No change | 8,022 | 314 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 7,834 | 308 | 0.03% | 0.03% | 118 | +1,155 | 17.29% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 7,865 | 307 | 0.0% | 0.0% | 119 | +292 | 3.86% | Q4 2025 | Feb 17, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 7,725 | 302 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,580 | 296 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,305 | 285 | 0.01% | 0.01% | 122 | -625 | -7.88% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 7,276 | 284 | 0.08% | 0.08% | 123 | +539 | 8.0% | Q4 2025 | Feb 05, 2026 |
| Opus Financial Solutions LLC | History | New | 7,210 | 282 | 0.27% | — | 124 | +7,210 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 6,524 | 255 | 0.0% | — | 125 | +6,524 | New | Q4 2025 | Jan 16, 2026 |
| COWA, LLC | History | Added to | 6,410 | 250 | 0.08% | 0.08% | 126 | +4 | 0.06% | Q4 2025 | Feb 12, 2026 |
| CAP Partners, LLC | History | New | 6,349 | 248 | 0.14% | — | 127 | +6,349 | New | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,245 | 244 | 0.01% | — | 128 | +6,245 | New | Q4 2025 | Jan 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 6,235 | 244 | 0.22% | 0.23% | 129 | -172 | -2.68% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | New | 5,946 | 232 | 0.01% | — | 130 | +5,946 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,903 | 231 | 0.0% | — | 131 | +5,903 | New | Q4 2025 | Feb 13, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,728 | 224 | 0.04% | 0.04% | 132 | +10 | 0.17% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,551 | 217 | 0.08% | 0.07% | 133 | +22 | 0.4% | Q4 2025 | Jan 30, 2026 |
| Retirement Management Systems Inc. | History | New | 5,540 | 216 | 0.06% | — | 134 | +5,540 | New | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,501 | 215 | 0.01% | 0.02% | 135 | +42 | 0.77% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | No change | 5,456 | 213 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Accordant Advisory Group Inc | History | Added to | 5,396 | 211 | 0.15% | 0.07% | 137 | +2,849 | 111.86% | Q4 2025 | Jan 22, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 5,224 | 204 | 0.07% | — | 138 | +5,224 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,768 | 186 | 0.0% | 0.0% | 139 | +871 | 22.35% | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | No change | 4,143 | 162 | 0.04% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,710 | 145 | 0.04% | — | 141 | +3,710 | New | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,372 | 132 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,250 | 127 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,742 | 107 | 0.01% | 0.01% | 144 | +250 | 10.03% | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,700 | 105 | 0.05% | 0.07% | 145 | -500 | -15.63% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Reduced | 2,424 | 94 | 0.0% | 0.0% | 146 | -86 | -3.43% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,300 | 90 | 0.0% | 0.0% | 147 | -49 | -2.09% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,883 | 73 | 0.0% | 0.0% | 148 | +2 | 0.11% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,670 | 65 | 0.0% | 0.0% | 149 | +1,040 | 165.08% | Q4 2025 | Jan 16, 2026 |
| FMR LLC | History | Reduced | 1,614 | 63 | 0.0% | 0.0% | 150 | -412 | -20.34% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,615 | 63 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | No change | 1,490 | 58 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,347 | 52 | 0.01% | 0.01% | 153 | +8 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,320 | 51 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,252 | 49 | 0.02% | — | 156 | +1,252 | New | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,270 | 49 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,222 | 47 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,093 | 42 | 0.01% | — | 158 | +1,093 | New | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | New | 1,023 | 40 | 0.01% | — | 159 | +1,023 | New | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 950 | 37 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| IAG Wealth Partners, LLC | History | No change | 793 | 31 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | Reduced | 653 | 25 | 0.01% | 0.03% | 163 | -2,118 | -76.43% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 647 | 25 | 0.0% | — | 162 | +647 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 599 | 23 | 0.0% | 0.0% | 164 | +29 | 5.09% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 503 | 19 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clark Wealth Partners | History | No change | 497 | 19 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | Added to | 461 | 18 | 0.01% | 0.01% | 167 | +3 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 442 | 17 | 0.0% | — | 168 | +442 | New | Q4 2025 | Feb 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 384 | 15 | 0.01% | — | 169 | +384 | New | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 286 | 11 | 0.0% | — | 170 | +286 | New | Q4 2025 | Mar 04, 2026 |
| Networth Advisors, LLC | History | New | 278 | 10 | 0.01% | — | 173 | +278 | New | Q4 2025 | Jan 22, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 279 | 10 | 0.0% | 0.0% | 171 | +102 | 57.63% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 273 | 10 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 243 | 9 | 0.0% | — | 174 | +243 | New | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | New | 210 | 8 | 0.0% | — | 175 | +210 | New | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 229 | 8 | 0.0% | 0.0% | 176 | +1 | 0.44% | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 228 | 8 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 180 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 200 | 7 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 145 | 5 | 0.0% | — | 181 | +145 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 145 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | New | 111 | 4 | 0.0% | — | 182 | +111 | New | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,269 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,843 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -15,884 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,561 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sound Income Strategies, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |