SPDR INDEX SHARES FUNDS - EDIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,757,472 | 69,385 | 0.01% | 0.0% | 1 | +763,194 | 76.76% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,744,742 | 68,882 | 0.02% | 0.02% | 2 | +259,811 | 17.5% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,523,559 | 60,150 | 0.06% | 0.06% | 3 | +56,815 | 3.87% | Q1 2026 | May 13, 2026 |
| Trust Co | History | Added to | 1,410,692 | 55,694 | 5.22% | 5.14% | 4 | +11,493 | 0.82% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,356,115 | 53,539 | 0.0% | 0.0% | 5 | +129,850 | 10.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,247,373 | 49,246 | 0.01% | 0.01% | 6 | +264,968 | 26.97% | Q1 2026 | May 11, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 638,363 | 25,202 | 12.74% | 7.91% | 7 | +295,904 | 86.41% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 562,151 | 22,193 | 0.01% | 0.01% | 8 | +76,876 | 15.84% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 452,808 | 17,876 | 0.0% | 0.0% | 9 | +202,932 | 81.21% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 397,836 | 15,706 | 0.0% | 0.0% | 10 | +47,158 | 13.45% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 386,601 | 15,263 | 0.0% | 0.0% | 11 | +28,451 | 7.94% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 361,686 | 14,279 | 2.72% | 2.42% | 12 | +50,961 | 16.4% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 327,311 | 12,922 | 0.02% | 0.01% | 13 | +178,077 | 119.33% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 314,251 | 12,406 | 0.0% | 0.0% | 14 | +106,838 | 51.51% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 292,207 | 11,536 | 0.0% | 0.0% | 15 | +13,723 | 4.93% | Q1 2026 | May 05, 2026 |
| swisspartners Advisors Ltd | History | Added to | 282,890 | 11,106 | 6.98% | 7.96% | 16 | +2,480 | 0.88% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 268,363 | 10,594 | 0.04% | 0.03% | 17 | -2,483 | -0.92% | Q1 2026 | May 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 256,258 | 10,117 | 2.82% | 2.85% | 18 | -1,962 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 232,651 | 9,185 | 0.05% | 0.04% | 19 | +58,300 | 33.44% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 230,402 | 9,096 | 0.14% | 0.06% | 20 | +167,703 | 267.47% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 230,263 | 9,090 | 0.25% | 0.26% | 21 | -10,697 | -4.44% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 227,435 | 8,979 | 2.11% | 1.98% | 22 | +32,442 | 16.64% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 222,539 | 8,785 | 0.1% | 0.11% | 23 | -13,761 | -5.82% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 218,958 | 8,644 | 0.02% | 0.01% | 24 | +85,437 | 63.99% | Q1 2026 | May 04, 2026 |
| Keudell/Morrison Wealth Management | History | New | 211,199 | 8,338 | 1.71% | — | 25 | +211,199 | New | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 207,668 | 8,199 | 0.39% | 0.35% | 26 | +11,898 | 6.08% | Q1 2026 | May 18, 2026 |
| AE Wealth Management LLC | History | Reduced | 198,908 | 7,852 | 0.04% | 0.07% | 27 | -120,756 | -37.78% | Q1 2026 | May 13, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 196,601 | 7,761 | 4.31% | 4.22% | 28 | +11,213 | 6.05% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 188,508 | 7,442 | 0.45% | 0.46% | 29 | +2,669 | 1.44% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 187,767 | 7,413 | 0.09% | 0.09% | 30 | +9,663 | 5.43% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 172,362 | 6,805 | 0.02% | 0.02% | 31 | +18,341 | 11.91% | Q1 2026 | Apr 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 171,204 | 6,759 | 0.51% | 0.48% | 32 | +19,972 | 13.21% | Q1 2026 | Apr 30, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 169,205 | 6,680 | 3.69% | 3.58% | 33 | +2,797 | 1.68% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 148,615 | 5,867 | 0.0% | 0.0% | 34 | -53,867 | -26.6% | Q1 2026 | May 12, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 132,401 | 5,440 | 2.99% | 2.98% | 35 | +1,416 | 1.08% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 127,453 | 5,031 | 0.56% | 0.54% | 36 | +3,707 | 3.0% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 122,331 | 4,829 | 0.31% | — | 37 | +122,331 | New | Q1 2026 | Apr 15, 2026 |
| Cyr Financial Inc. | History | Added to | 115,403 | 4,556 | 2.68% | 2.51% | 38 | +12,578 | 12.23% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 114,309 | 4,512 | 0.0% | 0.0% | 39 | +30,123 | 35.78% | Q1 2026 | May 05, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 102,382 | 4,042 | 2.08% | 0.27% | 40 | +89,682 | 706.16% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 96,235 | 3,799 | 0.08% | 0.08% | 41 | +8,931 | 10.23% | Q1 2026 | Apr 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 85,740 | 3,385 | 1.96% | 1.98% | 42 | +3,418 | 4.15% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 84,043 | 3,313 | 0.01% | 0.0% | 43 | -5,943 | -6.6% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 74,626 | 2,946 | 0.0% | 0.01% | 44 | -26,471 | -26.18% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 75,040 | 2,898 | 0.0% | 0.0% | 45 | +1,520 | 2.07% | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | Added to | 71,161 | 2,809 | 0.17% | 0.14% | 46 | +8,715 | 13.96% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 71,148 | 2,808 | 0.22% | 0.31% | 47 | -34,069 | -32.38% | Q1 2026 | Apr 08, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 67,114 | 2,649 | 0.35% | 0.39% | 48 | -10,743 | -13.8% | Q1 2026 | Apr 23, 2026 |
| SG Trading Solutions, LLC | History | No change | 61,543 | 2,409 | 0.56% | 0.56% | 49 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 59,970 | 2,367 | 0.13% | 0.22% | 50 | -459 | -0.76% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,476 | 2,308 | 0.0% | 0.0% | 51 | -2,676 | -4.38% | Q1 2026 | Apr 27, 2026 |
| Able Wealth Management LLC | History | Reduced | 57,924 | 2,286 | 0.61% | 1.36% | 52 | -51,863 | -47.24% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 58,764 | 2,273 | 0.0% | 0.0% | 53 | +4,732 | 8.76% | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | Reduced | 56,112 | 2,215 | 0.51% | 0.65% | 54 | -11,229 | -16.67% | Q1 2026 | Apr 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 55,440 | 2,188 | 0.24% | 0.24% | 55 | -47 | -0.08% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 54,702 | 2,159 | 0.02% | 0.03% | 56 | -1,771 | -3.14% | Q1 2026 | May 05, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 53,788 | 2,123 | 0.22% | 0.22% | 57 | -583 | -1.07% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 52,952 | 2,090 | 0.01% | 0.01% | 58 | +7,203 | 15.74% | Q1 2026 | May 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 46,815 | 1,848 | 0.35% | 0.32% | 59 | +2,558 | 5.78% | Q1 2026 | Apr 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 44,766 | 1,728 | 0.57% | 0.56% | 60 | +1,195 | 2.74% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 43,053 | 1,699 | 0.06% | 0.06% | 61 | +126 | 0.29% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 42,145 | 1,649 | 0.01% | 0.01% | 62 | -4,188 | -9.04% | Q1 2026 | May 15, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 41,491 | 1,641 | 0.6% | — | 63 | +41,491 | New | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 40,804 | 1,610 | 0.06% | 0.06% | 64 | +2,094 | 5.41% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Added to | 40,690 | 1,606 | 0.4% | 0.37% | 65 | +1,574 | 4.02% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 39,209 | 1,547 | 0.0% | 0.0% | 66 | -9,073 | -18.79% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 38,867 | 1,534 | 0.0% | 0.0% | 67 | -2,074 | -5.07% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 37,773 | 1,491 | 0.02% | 0.02% | 68 | +307 | 0.82% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,272 | 1,431 | 0.02% | 0.02% | 69 | +3,091 | 9.32% | Q1 2026 | May 13, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 34,635 | 1,367 | 0.6% | 1.0% | 70 | -24,697 | -41.63% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 34,406 | 1,358 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,052 | 1,307 | 0.01% | 0.01% | 72 | +5,398 | 19.52% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,982 | 1,302 | 0.01% | 0.0% | 73 | +20,421 | 162.57% | Q1 2026 | Apr 24, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 33,000 | 1,302 | 0.36% | 0.32% | 74 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 32,687 | 1,290 | 0.01% | — | 75 | +32,687 | New | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | New | 30,998 | 1,223 | 0.02% | — | 76 | +30,998 | New | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 26,496 | 1,046 | 0.08% | 0.07% | 77 | +1,621 | 6.52% | Q1 2026 | Apr 20, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 25,944 | 1,024 | 0.63% | — | 78 | +25,944 | New | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,289 | 998 | 0.03% | 0.02% | 79 | +5,620 | 28.57% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 24,726 | 976 | 0.01% | 0.01% | 80 | -1,247 | -4.8% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 24,700 | 975 | 0.04% | 0.03% | 81 | +1,500 | 6.47% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 24,598 | 971 | 0.07% | — | 82 | +24,598 | New | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 24,179 | 946 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 23,719 | 936 | 0.0% | 0.0% | 84 | +3,360 | 16.5% | Q1 2026 | May 14, 2026 |
| Powerhouse Assets LLC | History | Added to | 23,408 | 924 | 0.8% | 0.7% | 85 | +3,115 | 15.35% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 21,986 | 860 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IRON Financial LLC | History | New | 20,413 | 805 | 0.35% | — | 87 | +20,413 | New | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 20,279 | 800 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trademark Financial Management, LLC | History | Added to | 19,862 | 784 | 0.38% | 0.36% | 89 | +3,305 | 19.96% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 19,848 | 783 | 0.03% | — | 90 | +19,848 | New | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,333 | 763 | 0.0% | 0.0% | 91 | +10,373 | 115.77% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,853 | 744 | 0.02% | 0.02% | 92 | +324 | 1.75% | Q1 2026 | Apr 21, 2026 |
| AlTi Global, Inc. | History | No change | 18,200 | 718 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 16,969 | 669 | 0.01% | 0.01% | 94 | +297 | 1.78% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 16,941 | 668 | 0.0% | 0.0% | 95 | +17 | 0.1% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 16,627 | 656 | 0.04% | — | 96 | +16,627 | New | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 16,806 | 649 | 0.02% | 0.03% | 97 | -65 | -0.39% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,421 | 648 | 0.05% | 0.04% | 98 | +2,771 | 20.3% | Q1 2026 | May 05, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 15,973 | 630 | 0.41% | 0.35% | 99 | +3,324 | 26.28% | Q1 2026 | May 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 15,537 | 613 | 0.22% | 0.18% | 100 | +2,289 | 17.28% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,202 | 600 | 0.01% | 0.01% | 101 | +4,883 | 47.32% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,025 | 593 | 0.0% | 0.0% | 102 | -156,592 | -91.25% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 14,458 | 570 | 0.0% | 0.0% | 103 | +14,313 | 9871.03% | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 14,169 | 559 | 0.1% | 0.09% | 104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 13,847 | 546 | 0.03% | 0.04% | 105 | -1,889 | -12.0% | Q1 2026 | Apr 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 13,732 | 542 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| American Trust | History | Added to | 12,894 | 509 | 0.04% | 0.07% | 107 | +141 | 1.11% | Q1 2026 | May 01, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 12,726 | 498 | 0.17% | 0.17% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 12,547 | 495 | 0.17% | 0.22% | 109 | -5,467 | -30.35% | Q1 2026 | Apr 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 12,246 | 483 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 12,006 | 474 | 0.13% | 0.17% | 111 | -3,609 | -23.11% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,840 | 467 | 0.01% | 0.01% | 112 | +60 | 0.51% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,152 | 440 | 0.0% | 0.0% | 113 | +5,249 | 88.92% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,101 | 438 | 0.01% | 0.01% | 114 | -829 | -6.95% | Q1 2026 | May 15, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 11,071 | 437 | 0.28% | 0.52% | 115 | -9,592 | -46.42% | Q1 2026 | Apr 20, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 7,000 | 434 | 0.0% | — | 116 | +7,000 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 10,856 | 428 | 0.12% | 0.11% | 117 | +703 | 6.92% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 10,206 | 402 | 0.11% | 0.08% | 118 | +2,930 | 40.27% | Q1 2026 | May 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 9,880 | 390 | 0.12% | 0.07% | 119 | +4,656 | 89.13% | Q1 2026 | May 05, 2026 |
| Opus Financial Solutions LLC | History | Added to | 9,265 | 365 | 0.34% | 0.27% | 120 | +2,055 | 28.5% | Q1 2026 | May 08, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 9,127 | 360 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Reduced | 9,081 | 358 | 0.24% | 0.52% | 122 | -4,251 | -31.89% | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | Added to | 8,821 | 348 | 0.09% | 0.09% | 123 | +525 | 6.33% | Q1 2026 | May 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,702 | 343 | 0.02% | 0.02% | 124 | +561 | 6.89% | Q1 2026 | May 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 8,169 | 333 | 0.09% | 0.1% | 125 | -897 | -9.89% | Q1 2026 | Apr 30, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 8,225 | 324 | 0.03% | 0.03% | 126 | +500 | 6.47% | Q1 2026 | Apr 07, 2026 |
| Composition Wealth, LLC | History | No change | 8,022 | 316 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 7,883 | 311 | 0.0% | 0.0% | 128 | +18 | 0.23% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | New | 7,695 | 303 | 0.01% | — | 129 | +7,695 | New | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 7,455 | 294 | 0.06% | 0.06% | 130 | -125 | -1.65% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 7,440 | 293 | 0.0% | — | 131 | +7,440 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,305 | 288 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAP Partners, LLC | History | Added to | 6,973 | 275 | 0.16% | 0.14% | 133 | +624 | 9.83% | Q1 2026 | Apr 28, 2026 |
| COWA, LLC | History | Added to | 6,415 | 253 | 0.07% | 0.08% | 134 | +5 | 0.08% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 6,372 | 251 | 0.06% | — | 136 | +6,372 | New | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,370 | 251 | 0.01% | 0.01% | 135 | +125 | 2.0% | Q1 2026 | Apr 08, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 6,200 | 244 | 0.12% | — | 137 | +6,200 | New | Q1 2026 | May 15, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 5,811 | 229 | 0.07% | 0.11% | 138 | -3,451 | -37.26% | Q1 2026 | Apr 20, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,742 | 226 | 0.05% | 0.04% | 139 | +14 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,578 | 220 | 0.08% | 0.08% | 140 | +27 | 0.49% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,505 | 217 | 0.01% | 0.01% | 141 | +4 | 0.07% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | No change | 5,456 | 215 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 5,388 | 212 | 0.0% | 0.0% | 143 | +3,774 | 233.83% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 5,112 | 201 | 0.01% | — | 146 | +5,112 | New | Q1 2026 | Apr 30, 2026 |
| Redwood Financial Network Corp | History | New | 5,099 | 201 | 0.13% | — | 147 | +5,099 | New | Q1 2026 | May 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,112 | 201 | 0.06% | 0.11% | 144 | -3,443 | -40.25% | Q1 2026 | Apr 28, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 5,095 | 201 | 0.12% | 0.15% | 145 | -301 | -5.58% | Q1 2026 | May 11, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 5,084 | 200 | 0.21% | — | 149 | +5,084 | New | Q1 2026 | Apr 23, 2026 |
| Brooklyn Investment Group | History | New | 5,070 | 200 | 0.01% | — | 148 | +5,070 | New | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,991 | 197 | 0.0% | 0.0% | 150 | +223 | 4.68% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,872 | 192 | 0.0% | 0.0% | 151 | +1,500 | 44.48% | Q1 2026 | May 13, 2026 |
| Advisors Preferred, LLC | History | New | 4,772 | 188 | 0.03% | — | 152 | +4,772 | New | Q1 2026 | May 05, 2026 |
| City State Bank | History | No change | 4,143 | 163 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,110 | 162 | 0.14% | 0.22% | 154 | -2,125 | -34.08% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,999 | 157 | 0.0% | 0.0% | 155 | +749 | 23.05% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,742 | 108 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Noble Wealth Management PBC | History | No change | 2,700 | 106 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,554 | 100 | 0.0% | — | 158 | +2,554 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 2,424 | 94 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,301 | 90 | 0.0% | 0.0% | 160 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,099 | 82 | 0.02% | 0.01% | 161 | +1,715 | 446.61% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,099 | 82 | 0.02% | 0.04% | 162 | -1,611 | -43.42% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,884 | 74 | 0.0% | 0.0% | 163 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,670 | 65 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,425 | 56 | 0.0% | 0.0% | 165 | -190 | -11.76% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,358 | 53 | 0.01% | 0.01% | 166 | +11 | 0.82% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,320 | 52 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,270 | 50 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,222 | 48 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Reduced | 1,212 | 47 | 0.0% | 0.0% | 170 | -278 | -18.66% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,100 | 43 | 0.01% | 0.01% | 171 | +77 | 7.53% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | New | 1,000 | 39 | 0.0% | — | 172 | +1,000 | New | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 950 | 37 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IAG Wealth Partners, LLC | History | No change | 793 | 31 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 647 | 25 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | No change | 599 | 23 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 530 | 20 | 0.0% | 0.01% | 177 | -123 | -18.84% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 503 | 19 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clark Wealth Partners | History | No change | 497 | 19 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 465 | 18 | 0.0% | 0.01% | 180 | +4 | 0.87% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 442 | 17 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 412 | 16 | 0.0% | — | 182 | +412 | New | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 286 | 11 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS | History | Reduced | 260 | 10 | 0.0% | 0.01% | 184 | -12,466 | -97.96% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 279 | 10 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 273 | 10 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 225 | 9 | 0.01% | 0.0% | 189 | +114 | 102.7% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 231 | 9 | 0.0% | 0.0% | 188 | +2 | 0.87% | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 243 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 228 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 210 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | New | 185 | 7 | 0.0% | — | 195 | +185 | New | Q1 2026 | Apr 20, 2026 |
| Networth Advisors, LLC | History | Reduced | 182 | 7 | 0.0% | 0.01% | 194 | -96 | -34.53% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 180 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | No change | 200 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 145 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 124 | 4 | 0.0% | — | 197 | +124 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 78 | 3 | 0.0% | — | 201 | +78 | New | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | New | 77 | 3 | 0.0% | — | 200 | +77 | New | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Fortis Group Advisors, LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | New | 75 | 2 | 0.0% | — | 203 | +75 | New | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 26 | 1 | 0.0% | — | 208 | +26 | New | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 26 | 1 | 0.0% | — | 209 | +26 | New | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -57,320 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,826 | -100.0% | Q1 2026 | May 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,602 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,950 | -100.0% | Q1 2026 | May 11, 2026 |
| InTrack Investment Management Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -8,228 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,834 | -100.0% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -6,524 | -100.0% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,946 | -100.0% | Q1 2026 | May 14, 2026 |
| Retirement Management Systems Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,540 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,252 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,093 | -100.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 11 | 0 | — | — | — | -5 | -31.25% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |