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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,147,252 | 87,946 | 0.02% | 0.02% | 1 | +402,510 | 23.07% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,993,638 | 81,654 | 0.01% | 0.01% | 2 | +236,166 | 13.44% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,437,964 | 58,895 | 0.0% | 0.0% | 3 | +81,849 | 6.04% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | Reduced | 1,400,471 | 57,359 | 5.18% | 5.22% | 4 | -10,221 | -0.72% | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,322,184 | 54,153 | 0.01% | 0.01% | 5 | +74,811 | 6.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 690,557 | 28,283 | 12.92% | 12.74% | 6 | +52,194 | 8.18% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 567,745 | 23,253 | 0.37% | 0.14% | 7 | +337,343 | 146.41% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 529,570 | 21,689 | 0.01% | 0.01% | 8 | -32,581 | -5.8% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 490,614 | 20,090 | 0.0% | 0.0% | 9 | +37,806 | 8.35% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 438,821 | 17,973 | 0.0% | 0.0% | 10 | +52,220 | 13.51% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 410,325 | 16,805 | 0.0% | 0.0% | 11 | +12,489 | 3.14% | Q2 2026 | Aug 14, 2026 |
| Drake & Associates, LLC | History | Added to | 402,997 | 16,505 | 2.78% | 2.72% | 12 | +41,311 | 11.42% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 393,938 | 16,134 | 0.01% | 0.06% | 13 | -1,129,621 | -74.14% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 354,516 | 14,520 | 0.02% | 0.02% | 14 | +27,205 | 8.31% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Added to | 318,312 | 13,037 | 0.0% | 0.0% | 15 | +26,105 | 8.93% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 311,928 | 12,775 | 0.0% | 0.0% | 16 | -2,323 | -0.74% | Q2 2026 | Aug 03, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 303,249 | 12,420 | 2.35% | 1.71% | 17 | +92,050 | 43.58% | Q2 2026 | Jul 15, 2026 |
| swisspartners Advisors Ltd | History | Added to | 283,700 | 11,616 | 7.83% | 6.98% | 18 | +810 | 0.29% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 271,579 | 11,123 | 0.0% | 0.0% | 19 | +122,964 | 82.74% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 265,297 | 10,865 | 2.68% | 2.82% | 20 | +9,039 | 3.53% | Q2 2026 | Jul 16, 2026 |
| M&T BANK CORP | History | Reduced | 264,304 | 10,825 | 0.03% | 0.03% | 21 | -4,059 | -1.51% | Q2 2026 | Aug 04, 2026 |
| Plan Group Financial, LLC | History | Added to | 260,012 | 10,649 | 2.19% | 2.11% | 22 | +32,577 | 14.32% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 255,221 | 10,453 | 0.02% | 0.02% | 23 | +36,263 | 16.56% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 250,887 | 10,275 | 0.12% | 0.02% | 24 | +213,114 | 564.2% | Q2 2026 | Aug 18, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 245,009 | 10,034 | 0.24% | 0.25% | 25 | +14,746 | 6.4% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 214,873 | 8,800 | 0.07% | 0.1% | 26 | -7,666 | -3.44% | Q2 2026 | Jul 27, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 210,909 | 8,638 | 4.11% | 4.31% | 27 | +14,308 | 7.28% | Q2 2026 | Jul 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 209,455 | 8,579 | 0.33% | 0.39% | 28 | +1,787 | 0.86% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 197,794 | 8,101 | 0.09% | 0.09% | 29 | +10,027 | 5.34% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 191,018 | 7,823 | 0.04% | 0.04% | 30 | -7,890 | -3.97% | Q2 2026 | Aug 03, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 179,521 | 7,352 | 0.49% | 0.51% | 31 | +8,317 | 4.86% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 178,952 | 7,329 | 0.02% | 0.02% | 32 | +6,590 | 3.82% | Q2 2026 | Jul 27, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 172,907 | 7,081 | 3.5% | 3.69% | 33 | +3,702 | 2.19% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 150,952 | 6,182 | 0.12% | 0.06% | 34 | +110,148 | 269.94% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 138,195 | 5,816 | 3.02% | 2.99% | 35 | +5,794 | 4.38% | Q2 2026 | Aug 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 133,735 | 5,477 | 0.31% | 0.31% | 36 | +11,404 | 9.32% | Q2 2026 | Jul 15, 2026 |
| Cyr Financial Inc. | History | Added to | 123,882 | 5,073 | 2.64% | 2.68% | 37 | +8,479 | 7.35% | Q2 2026 | Jul 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 122,331 | 5,010 | 0.49% | 0.56% | 38 | -5,122 | -4.02% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 121,711 | 4,984 | 0.0% | 0.0% | 39 | +7,402 | 6.48% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,274 | 4,434 | 0.0% | 0.0% | 40 | +93,249 | 620.63% | Q2 2026 | Sep 02, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 103,332 | 4,231 | 2.05% | 2.08% | 41 | +950 | 0.93% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 91,936 | 3,855 | 0.01% | 0.01% | 42 | +7,893 | 9.39% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 91,224 | 3,736 | 0.0% | 0.0% | 43 | +16,598 | 22.24% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 90,190 | 3,693 | 0.07% | 0.08% | 44 | -6,045 | -6.28% | Q2 2026 | Jul 20, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 89,112 | 3,649 | 1.96% | 1.96% | 45 | +3,372 | 3.93% | Q2 2026 | Aug 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 88,432 | 3,621 | 0.42% | 0.35% | 46 | +21,318 | 31.76% | Q2 2026 | Jul 21, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 82,708 | 3,372 | 1.14% | 0.6% | 47 | +41,217 | 99.34% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 78,830 | 3,224 | 0.0% | 0.0% | 48 | +3,790 | 5.05% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 78,382 | 3,210 | 0.21% | 0.22% | 49 | +7,234 | 10.17% | Q2 2026 | Jul 08, 2026 |
| Vise Technologies, Inc. | History | Added to | 70,368 | 2,882 | 0.03% | 0.02% | 50 | +46,189 | 191.03% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70,051 | 2,841 | 0.0% | 0.0% | 51 | +11,287 | 19.21% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 67,008 | 2,744 | 0.03% | 0.02% | 52 | +30,736 | 84.74% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | Added to | 64,556 | 2,644 | 0.01% | 0.01% | 53 | +11,604 | 21.91% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 64,544 | 2,643 | 0.13% | 0.45% | 54 | -123,964 | -65.76% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 60,851 | 2,492 | 0.01% | 0.01% | 55 | +18,706 | 44.38% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 57,615 | 2,359 | 0.02% | 0.02% | 56 | +2,913 | 5.33% | Q2 2026 | Jul 28, 2026 |
| Old Port Advisors | History | Reduced | 53,664 | 2,197 | 0.43% | 0.51% | 57 | -2,448 | -4.36% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,139 | 2,176 | 0.02% | 0.01% | 58 | +20,087 | 60.77% | Q2 2026 | Jul 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 48,673 | 1,993 | 0.35% | 0.35% | 59 | +1,858 | 3.97% | Q2 2026 | Jul 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 46,005 | 1,884 | 0.06% | 0.06% | 60 | +2,952 | 6.86% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 43,765 | 1,792 | 0.01% | 0.0% | 61 | +38,774 | 776.88% | Q2 2026 | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 43,710 | 1,790 | 0.51% | 0.57% | 62 | -1,056 | -2.36% | Q2 2026 | Jul 29, 2026 |
| RDA Financial Network | History | Added to | 42,567 | 1,743 | 0.38% | 0.4% | 63 | +1,877 | 4.61% | Q2 2026 | Jul 06, 2026 |
| Able Wealth Management LLC | History | Reduced | 40,636 | 1,664 | 0.38% | 0.61% | 64 | -17,288 | -29.85% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | New | 39,005 | 1,597 | 0.06% | — | 65 | +39,005 | New | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 38,795 | 1,588 | 0.0% | 0.0% | 66 | -414 | -1.06% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Reduced | 37,629 | 1,541 | 0.0% | 0.0% | 67 | -1,238 | -3.19% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 37,126 | 1,520 | 0.0% | 0.0% | 68 | -21,350 | -36.51% | Q2 2026 | Jul 28, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 35,431 | 1,451 | 0.31% | 0.36% | 69 | +2,431 | 7.37% | Q2 2026 | Jul 21, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 34,798 | 1,425 | 0.48% | 0.6% | 70 | +163 | 0.47% | Q2 2026 | Jul 22, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 34,700 | 1,421 | 0.05% | 0.04% | 71 | +10,000 | 40.49% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 34,406 | 1,409 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,418 | 1,163 | 0.02% | 0.03% | 73 | +3,129 | 12.37% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 27,168 | 1,112 | 0.0% | 0.0% | 74 | +3,449 | 14.54% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 26,934 | 1,103 | 0.04% | 0.07% | 75 | +2,336 | 9.5% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 25,974 | 1,063 | 0.06% | 0.08% | 76 | -522 | -1.97% | Q2 2026 | Aug 07, 2026 |
| Powerhouse Assets LLC | History | Added to | 25,205 | 1,032 | 0.84% | 0.8% | 77 | +1,797 | 7.68% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,715 | 930 | 0.03% | 0.03% | 78 | +2,867 | 14.44% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,228 | 910 | 0.0% | 0.0% | 79 | +2,895 | 14.97% | Q2 2026 | Jul 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,782 | 892 | 0.0% | 0.0% | 80 | +1,503 | 7.41% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 21,725 | 889 | 0.01% | 0.01% | 81 | -3,001 | -12.14% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,643 | 886 | 0.01% | 0.01% | 82 | +4,674 | 27.54% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 20,936 | 857 | 0.02% | 0.02% | 83 | +2,083 | 11.05% | Q2 2026 | Jul 28, 2026 |
| IRON Financial LLC | History | Added to | 20,670 | 846 | 0.35% | 0.35% | 84 | +257 | 1.26% | Q2 2026 | Jul 22, 2026 |
| Asset Dedication, LLC | History | Reduced | 18,771 | 768 | 0.05% | 0.05% | 85 | -121 | -0.64% | Q2 2026 | Jul 30, 2026 |
| AlTi Global, Inc. | History | No change | 18,200 | 745 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 16,876 | 691 | 0.38% | 0.41% | 87 | +903 | 5.65% | Q2 2026 | Aug 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 16,816 | 688 | 0.04% | 0.04% | 88 | +189 | 1.14% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16,806 | 687 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,712 | 684 | 0.04% | 0.05% | 90 | +291 | 1.77% | Q2 2026 | Jul 23, 2026 |
| Invesco Ltd. | History | Reduced | 16,429 | 672 | 0.0% | 0.0% | 91 | -512 | -3.02% | Q2 2026 | Aug 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 16,299 | 667 | 0.21% | 0.22% | 92 | +762 | 4.9% | Q2 2026 | Aug 04, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 14,301 | 585 | 0.05% | 0.22% | 93 | -39,487 | -73.41% | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 14,122 | 578 | 0.0% | 0.0% | 94 | -336 | -2.32% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 14,046 | 575 | 0.01% | 0.01% | 95 | -1,156 | -7.6% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 13,732 | 562 | 0.01% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 14,169 | 559 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coppell Advisory Solutions LLC | History | New | 26,036 | 550 | 0.05% | — | 98 | +26,036 | New | Q2 2026 | Aug 14, 2026 |
| American Trust | History | Added to | 13,178 | 539 | 0.04% | 0.04% | 99 | +284 | 2.2% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 12,546 | 513 | 0.16% | 0.17% | 100 | -1 | -0.01% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | Added to | 12,309 | 504 | 0.0% | 0.0% | 101 | +4,426 | 56.15% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 12,231 | 500 | 0.16% | — | 102 | +12,231 | New | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,148 | 497 | 0.01% | 0.01% | 103 | +308 | 2.6% | Q2 2026 | Aug 11, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 12,007 | 491 | 0.12% | 0.13% | 104 | +1 | 0.01% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 11,933 | 488 | 0.02% | 0.03% | 105 | -1,914 | -13.82% | Q2 2026 | Aug 06, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 11,463 | 469 | 0.19% | 0.38% | 106 | -8,399 | -42.29% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,328 | 463 | 0.01% | 0.01% | 107 | +227 | 2.04% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 11,256 | 461 | 0.12% | 0.12% | 108 | +400 | 3.68% | Q2 2026 | Jul 20, 2026 |
| Opus Financial Solutions LLC | History | Added to | 11,105 | 454 | 0.37% | 0.34% | 109 | +1,840 | 19.86% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 10,736 | 439 | 0.11% | 0.11% | 110 | +530 | 5.19% | Q2 2026 | Jul 30, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 10,395 | 425 | 0.25% | 0.28% | 111 | -676 | -6.11% | Q2 2026 | Jul 22, 2026 |
| Scarborough Advisors, LLC | History | Added to | 10,102 | 422 | 0.05% | 0.01% | 112 | +8,744 | 643.89% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | Added to | 10,092 | 413 | 0.21% | 0.24% | 113 | +1,011 | 11.13% | Q2 2026 | Jul 27, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 10,023 | 410 | 0.11% | 0.12% | 114 | +143 | 1.45% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,974 | 408 | 0.0% | 0.0% | 115 | -1,178 | -10.56% | Q2 2026 | Sep 08, 2026 |
| HRT FINANCIAL LP | History | New | 9,818 | 402 | 0.0% | — | 116 | +9,818 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,601 | 393 | 0.0% | 0.01% | 117 | -23,381 | -70.89% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 8,552 | 350 | 0.0% | — | 118 | +8,552 | New | Q2 2026 | Jul 20, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 8,225 | 336 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 8,155 | 334 | 0.03% | 0.03% | 120 | -972 | -10.65% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 7,813 | 319 | 0.0% | — | 121 | +7,813 | New | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 7,695 | 315 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,641 | 312 | 0.0% | 0.0% | 124 | -381 | -4.75% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,635 | 312 | 0.0% | 0.0% | 123 | +195 | 2.62% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 7,382 | 302 | 0.06% | 0.06% | 125 | -73 | -0.98% | Q2 2026 | Sep 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,366 | 301 | 0.0% | 0.0% | 126 | +3,367 | 84.2% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,305 | 299 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 7,269 | 297 | 0.01% | 0.13% | 128 | -52,701 | -87.88% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,250 | 296 | 0.0% | — | 129 | +7,250 | New | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | Reduced | 6,959 | 285 | 0.06% | 0.09% | 130 | -1,862 | -21.11% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,900 | 282 | 0.01% | 0.01% | 131 | +530 | 8.32% | Q2 2026 | Jul 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 6,730 | 275 | 0.05% | 0.06% | 132 | +358 | 5.62% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,522 | 267 | 0.0% | — | 133 | +6,522 | New | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | Added to | 6,423 | 263 | 0.07% | 0.07% | 134 | +8 | 0.12% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,347 | 259 | 0.02% | 0.02% | 135 | +891 | 16.33% | Q2 2026 | Aug 06, 2026 |
| Bellecapital International Ltd. | History | New | 6,200 | 253 | 0.04% | — | 136 | +6,200 | New | Q2 2026 | Jul 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,903 | 241 | 0.01% | 0.01% | 137 | +791 | 15.47% | Q2 2026 | Aug 04, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 5,749 | 239 | 0.06% | 0.09% | 138 | -2,420 | -29.62% | Q2 2026 | Aug 06, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,763 | 236 | 0.04% | 0.05% | 139 | +21 | 0.37% | Q2 2026 | Aug 12, 2026 |
| Perissos Private Wealth Management, LLC | History | New | 5,754 | 235 | 0.16% | — | 140 | +5,754 | New | Q2 2026 | Aug 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 5,700 | 233 | 0.1% | 0.12% | 141 | -500 | -8.06% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | New | 5,683 | 232 | 0.0% | — | 142 | +5,683 | New | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,621 | 230 | 0.07% | 0.08% | 143 | +43 | 0.77% | Q2 2026 | Jul 27, 2026 |
| Redwood Financial Network Corp | History | Added to | 5,542 | 226 | 0.13% | 0.13% | 144 | +443 | 8.69% | Q2 2026 | Aug 07, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 5,526 | 226 | 0.06% | 0.07% | 145 | -285 | -4.9% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | Added to | 5,497 | 225 | 0.0% | 0.0% | 146 | +109 | 2.02% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,391 | 219 | 0.01% | 0.01% | 147 | -114 | -2.07% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | New | 5,262 | 215 | 0.0% | — | 148 | +5,262 | New | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | New | 5,008 | 205 | 0.0% | — | 150 | +5,008 | New | Q2 2026 | Jul 08, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 5,010 | 205 | 0.14% | 0.12% | 149 | -85 | -1.67% | Q2 2026 | Jul 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 4,990 | 204 | 0.2% | 0.21% | 151 | -94 | -1.85% | Q2 2026 | Jul 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 4,947 | 202 | 0.0% | — | 152 | +4,947 | New | Q2 2026 | Jul 14, 2026 |
| Brooklyn Investment Group | History | No change | 5,070 | 200 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,872 | 199 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City State Bank | History | No change | 4,143 | 169 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,060 | 166 | 0.13% | 0.14% | 156 | -50 | -1.22% | Q2 2026 | Jul 24, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 3,750 | 148 | 0.11% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 2,939 | 120 | 0.01% | — | 158 | +2,939 | New | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,742 | 112 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | New | 2,712 | 111 | 0.0% | — | 160 | +2,712 | New | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | No change | 2,700 | 110 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,590 | 107 | 0.01% | — | 162 | +2,590 | New | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | New | 2,492 | 102 | 0.1% | — | 163 | +2,492 | New | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,303 | 94 | 0.0% | 0.0% | 164 | +2 | 0.09% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,254 | 92 | 0.0% | 0.05% | 165 | -230,397 | -99.03% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,110 | 86 | 0.02% | 0.02% | 166 | +11 | 0.52% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,887 | 77 | 0.0% | 0.0% | 167 | +3 | 0.16% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,714 | 70 | 0.0% | 0.0% | 168 | -840 | -32.89% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | New | 1,700 | 69 | 0.0% | — | 169 | +1,700 | New | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,621 | 66 | 0.01% | 0.0% | 170 | +1,378 | 567.08% | Q2 2026 | Jul 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,493 | 61 | 0.02% | 0.02% | 171 | -606 | -28.87% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,410 | 57 | 0.0% | 0.0% | 172 | +198 | 16.34% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,375 | 56 | 0.0% | 0.0% | 173 | -50 | -3.51% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,320 | 54 | 0.0% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,270 | 52 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,241 | 50 | 0.02% | 0.01% | 177 | +141 | 12.82% | Q2 2026 | Jul 21, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,222 | 50 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,120 | 45 | 0.0% | 0.0% | 178 | +120 | 12.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | New | 1,040 | 42 | 0.0% | — | 179 | +1,040 | New | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 950 | 38 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cape Investment Advisory, Inc. | History | New | 898 | 36 | 0.01% | — | 181 | +898 | New | Q2 2026 | Jul 23, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 877 | 35 | 0.01% | — | 182 | +877 | New | Q2 2026 | Aug 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 793 | 32 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Holos Integrated Wealth LLC | History | New | 736 | 30 | 0.01% | — | 184 | +736 | New | Q2 2026 | Jul 15, 2026 |
| Covestor Ltd | History | Added to | 632 | 26 | 0.02% | 0.01% | 186 | +407 | 180.89% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 647 | 26 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 605 | 24 | 0.0% | 0.0% | 187 | +395 | 188.1% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 599 | 23 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 534 | 21 | 0.0% | 0.0% | 189 | +31 | 6.16% | Q2 2026 | Jul 20, 2026 |
| Clark Wealth Partners | History | No change | 497 | 20 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | Added to | 471 | 19 | 0.0% | 0.0% | 191 | +6 | 1.29% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 442 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | New | 302 | 12 | 0.0% | — | 193 | +302 | New | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 273 | 11 | 0.0% | — | 195 | +273 | New | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 286 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 257 | 10 | 0.0% | 0.0% | 196 | -273 | -51.51% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 234 | 9 | 0.0% | 0.0% | 197 | +3 | 1.3% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 228 | 9 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 192 | 8 | 0.0% | 0.0% | 199 | -220 | -53.4% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 200 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montgomery Financial Services LLC | History | New | 186 | 7 | 0.01% | — | 203 | +186 | New | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | Added to | 187 | 7 | 0.0% | 0.0% | 202 | +5 | 2.75% | Q2 2026 | Jul 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 177 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 145 | 5 | 0.0% | 0.0% | 205 | +21 | 16.94% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 145 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 108 | 4 | 0.0% | 0.24% | 206 | -55,332 | -99.81% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 121 | 4 | 0.0% | — | 208 | +121 | New | Q2 2026 | Aug 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS | History | Reduced | 77 | 3 | 0.0% | 0.0% | 209 | -183 | -70.38% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | New | 55 | 2 | 0.0% | — | 212 | +55 | New | Q2 2026 | Jul 23, 2026 |
| Front Row Advisors LLC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 211 | -40 | -40.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 33 | 1 | 0.0% | — | 216 | +33 | New | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.17% | — | -71,161 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -32,687 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -30,998 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -25,944 | -100.0% | Q2 2026 | Jul 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -12,246 | -100.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,702 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,973 | -100.0% | Q2 2026 | Jul 30, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,112 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,772 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q2 2026 | Aug 05, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 06, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |